[PANAMY] QoQ TTM Result on 30-Sep-2010 [#2]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

29-Nov-2010

Admission Sponsor

Sponsor

Financial Year

31-Mar-2011

Quarter

30-Sep-2010 [#2]

Profit Trend

QoQ- 8.87%

YoY- 51.72%

Quarter Report

2Q2011 (30.09.2010).pdf

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PANAMY's Result

PANAMY's Financial Summary

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YoY %

Horiz. %

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
TTM Result
Revenue	777,682	761,407	764,791	758,717	729,374	679,764	639,042	14.02%
YoY %	2.14%	-0.44%	0.80%	4.02%	7.30%	6.37%	-	-
Horiz. %	121.69%	119.15%	119.68%	118.73%	114.14%	106.37%	100.00%	-
PBT	101,482	101,806	103,834	97,839	88,985	79,318	71,317	26.59%
YoY %	-0.32%	-1.95%	6.13%	9.95%	12.19%	11.22%	-	-
Horiz. %	142.30%	142.75%	145.60%	137.19%	124.77%	111.22%	100.00%	-
Tax	-19,820	-19,667	-21,020	-19,193	-16,746	-14,469	-13,360	30.17%
YoY %	-0.78%	6.44%	-9.52%	-14.61%	-15.74%	-8.30%	-	-
Horiz. %	148.35%	147.21%	157.34%	143.66%	125.34%	108.30%	100.00%	-
NP	81,662	82,139	82,814	78,646	72,239	64,849	57,957	25.76%
YoY %	-0.58%	-0.82%	5.30%	8.87%	11.40%	11.89%	-	-
Horiz. %	140.90%	141.72%	142.89%	135.70%	124.64%	111.89%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	81,662	82,139	82,814	78,646	72,239	64,849	57,957	25.76%
YoY %	-0.58%	-0.82%	5.30%	8.87%	11.40%	11.89%	-	-
Horiz. %	140.90%	141.72%	142.89%	135.70%	124.64%	111.89%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	19.53%	19.32%	20.24%	19.62%	18.82%	18.24%	18.73%	-
YoY %	1.09%	-4.55%	3.16%	4.25%	3.18%	-2.62%	-	-
Horiz. %	104.27%	103.15%	108.06%	104.75%	100.48%	97.38%	100.00%	-
Total Cost	696,020	679,268	681,977	680,071	657,135	614,915	581,085	12.82%
YoY %	2.47%	-0.40%	0.28%	3.49%	6.87%	5.82%	-	-
Horiz. %	119.78%	116.90%	117.36%	117.03%	113.09%	105.82%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	665,808	651,947	639,266	664,798	633,621	626,402	614,889	5.46%
YoY %	2.13%	1.98%	-3.84%	4.92%	1.15%	1.87%	-	-
Horiz. %	108.28%	106.03%	103.96%	108.12%	103.05%	101.87%	100.00%	-

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
Dividend
Div	88,671	88,671	73,648	73,648	73,836	73,836	63,746	24.68%
YoY %	0.00%	20.40%	0.00%	-0.25%	0.00%	15.83%	-	-
Horiz. %	139.10%	139.10%	115.53%	115.53%	115.83%	115.83%	100.00%	-
Div Payout %	108.58%	107.95%	88.93%	93.64%	102.21%	113.86%	109.99%	-
YoY %	0.58%	21.39%	-5.03%	-8.38%	-10.23%	3.52%	-	-
Horiz. %	98.72%	98.15%	80.85%	85.14%	92.93%	103.52%	100.00%	-

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
Equity
Net Worth	665,808	651,947	639,266	664,798	633,621	626,402	614,889	5.46%
YoY %	2.13%	1.98%	-3.84%	4.92%	1.15%	1.87%	-	-
Horiz. %	108.28%	106.03%	103.96%	108.12%	103.05%	101.87%	100.00%	-
NOSH	60,693	61,158	60,709	61,102	60,287	61,412	61,122	-0.46%
YoY %	-0.76%	0.74%	-0.64%	1.35%	-1.83%	0.47%	-	-
Horiz. %	99.30%	100.06%	99.32%	99.97%	98.63%	100.47%	100.00%	-

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
Ratio Analysis
NP Margin	10.50%	10.79%	10.83%	10.37%	9.90%	9.54%	9.07%	-
YoY %	-2.69%	-0.37%	4.44%	4.75%	3.77%	5.18%	-	-
Horiz. %	115.77%	118.96%	119.40%	114.33%	109.15%	105.18%	100.00%	-
ROE	12.27%	12.60%	12.95%	11.83%	11.40%	10.35%	9.43%	-
YoY %	-2.62%	-2.70%	9.47%	3.77%	10.14%	9.76%	-	-
Horiz. %	130.12%	133.62%	137.33%	125.45%	120.89%	109.76%	100.00%	-

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
Per Share
RPS	1,281.33	1,244.98	1,259.76	1,241.71	1,209.83	1,106.89	1,045.52	14.56%
YoY %	2.92%	-1.17%	1.45%	2.64%	9.30%	5.87%	-	-
Horiz. %	122.55%	119.08%	120.49%	118.76%	115.72%	105.87%	100.00%	-
EPS	134.55	134.31	136.41	128.71	119.82	105.60	94.82	26.35%
YoY %	0.18%	-1.54%	5.98%	7.42%	13.47%	11.37%	-	-
Horiz. %	141.90%	141.65%	143.86%	135.74%	126.37%	111.37%	100.00%	-
DPS	145.00	145.00	120.00	120.00	122.47	120.23	104.29	24.64%
YoY %	0.00%	20.83%	0.00%	-2.02%	1.86%	15.28%	-	-
Horiz. %	139.04%	139.04%	115.06%	115.06%	117.43%	115.28%	100.00%	-
NAPS	10.97	10.66	10.53	10.88	10.51	10.20	10.06	5.95%
YoY %	2.91%	1.23%	-3.22%	3.52%	3.04%	1.39%	-	-
Horiz. %	109.05%	105.96%	104.67%	108.15%	104.47%	101.39%	100.00%	-

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
Adjusted Per Share Value based on latest NOSH - 61,102
RPS	1,260.94	1,234.55	1,240.03	1,230.19	1,182.61	1,102.17	1,036.14	14.02%
YoY %	2.14%	-0.44%	0.80%	4.02%	7.30%	6.37%	-	-
Horiz. %	121.70%	119.15%	119.68%	118.73%	114.14%	106.37%	100.00%	-
EPS	132.41	133.18	134.27	127.52	117.13	105.15	93.97	25.76%
YoY %	-0.58%	-0.81%	5.29%	8.87%	11.39%	11.90%	-	-
Horiz. %	140.91%	141.73%	142.89%	135.70%	124.65%	111.90%	100.00%	-
DPS	143.77	143.77	119.41	119.41	119.72	119.72	103.36	24.68%
YoY %	0.00%	20.40%	0.00%	-0.26%	0.00%	15.83%	-	-
Horiz. %	139.10%	139.10%	115.53%	115.53%	115.83%	115.83%	100.00%	-
NAPS	10.7954	10.5707	10.3651	10.7791	10.2736	10.1565	9.9698	5.46%
YoY %	2.13%	1.98%	-3.84%	4.92%	1.15%	1.87%	-	-
Horiz. %	108.28%	106.03%	103.96%	108.12%	103.05%	101.87%	100.00%	-

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
Price Multiplier on Financial Quarter End Date
Date	30/06/11	31/03/11	30/12/10	30/09/10	30/06/10	31/03/10	31/12/09	-
Price	24.32	21.50	18.50	19.56	17.98	14.60	12.52	-
P/RPS	1.90	1.73	1.47	1.58	1.49	1.32	1.20	35.96%
YoY %	9.83%	17.69%	-6.96%	6.04%	12.88%	10.00%	-	-
Horiz. %	158.33%	144.17%	122.50%	131.67%	124.17%	110.00%	100.00%	-
P/EPS	18.08	16.01	13.56	15.20	15.01	13.83	13.20	23.40%
YoY %	12.93%	18.07%	-10.79%	1.27%	8.53%	4.77%	-	-
Horiz. %	136.97%	121.29%	102.73%	115.15%	113.71%	104.77%	100.00%	-
EY	5.53	6.25	7.37	6.58	6.66	7.23	7.57	-18.93%
YoY %	-11.52%	-15.20%	12.01%	-1.20%	-7.88%	-4.49%	-	-
Horiz. %	73.05%	82.56%	97.36%	86.92%	87.98%	95.51%	100.00%	-
DY	5.96	6.74	6.49	6.13	6.81	8.24	8.33	-20.05%
YoY %	-11.57%	3.85%	5.87%	-9.99%	-17.35%	-1.08%	-	-
Horiz. %	71.55%	80.91%	77.91%	73.59%	81.75%	98.92%	100.00%	-
P/NAPS	2.22	2.02	1.76	1.80	1.71	1.43	1.24	47.59%
YoY %	9.90%	14.77%	-2.22%	5.26%	19.58%	15.32%	-	-
Horiz. %	179.03%	162.90%	141.94%	145.16%	137.90%	115.32%	100.00%	-

	30/06/11	31/03/11	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	CAGR
Price Multiplier on Announcement Date
Date	15/08/11	25/05/11	10/02/11	29/11/10	17/08/10	20/05/10	24/02/10	-
Price	23.82	23.50	18.10	18.60	19.48	16.74	12.80	-
P/RPS	1.86	1.89	1.44	1.50	1.61	1.51	1.22	32.56%
YoY %	-1.59%	31.25%	-4.00%	-6.83%	6.62%	23.77%	-	-
Horiz. %	152.46%	154.92%	118.03%	122.95%	131.97%	123.77%	100.00%	-
P/EPS	17.70	17.50	13.27	14.45	16.26	15.85	13.50	19.85%
YoY %	1.14%	31.88%	-8.17%	-11.13%	2.59%	17.41%	-	-
Horiz. %	131.11%	129.63%	98.30%	107.04%	120.44%	117.41%	100.00%	-
EY	5.65	5.72	7.54	6.92	6.15	6.31	7.41	-16.57%
YoY %	-1.22%	-24.14%	8.96%	12.52%	-2.54%	-14.84%	-	-
Horiz. %	76.25%	77.19%	101.75%	93.39%	83.00%	85.16%	100.00%	-
DY	6.09	6.17	6.63	6.45	6.29	7.18	8.15	-17.69%
YoY %	-1.30%	-6.94%	2.79%	2.54%	-12.40%	-11.90%	-	-
Horiz. %	74.72%	75.71%	81.35%	79.14%	77.18%	88.10%	100.00%	-
P/NAPS	2.17	2.20	1.72	1.71	1.85	1.64	1.27	43.06%
YoY %	-1.36%	27.91%	0.58%	-7.57%	12.80%	29.13%	-	-
Horiz. %	170.87%	173.23%	135.43%	134.65%	145.67%	129.13%	100.00%	-

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

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