[PANAMY] QoQ TTM Result on 31-Dec-2009 [#3]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

24-Feb-2010

Admission Sponsor

Sponsor

Financial Year

31-Mar-2010

Quarter

31-Dec-2009 [#3]

Profit Trend

QoQ- 11.81%

YoY- 9.11%

Quarter Report

3Q10 Bursa [24.02.2010].pdf

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PANAMY's Result

PANAMY's Financial Summary

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YoY %

Horiz. %

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
TTM Result
Revenue	758,717	729,374	679,764	639,042	603,085	600,188	600,867	16.80%
YoY %	4.02%	7.30%	6.37%	5.96%	0.48%	-0.11%	-	-
Horiz. %	126.27%	121.39%	113.13%	106.35%	100.37%	99.89%	100.00%	-
PBT	97,839	88,985	79,318	71,317	62,885	60,893	60,818	37.25%
YoY %	9.95%	12.19%	11.22%	13.41%	3.27%	0.12%	-	-
Horiz. %	160.87%	146.31%	130.42%	117.26%	103.40%	100.12%	100.00%	-
Tax	-19,193	-16,746	-14,469	-13,360	-11,050	-11,107	-11,043	44.50%
YoY %	-14.61%	-15.74%	-8.30%	-20.90%	0.51%	-0.58%	-	-
Horiz. %	173.80%	151.64%	131.02%	120.98%	100.06%	100.58%	100.00%	-
NP	78,646	72,239	64,849	57,957	51,835	49,786	49,775	35.61%
YoY %	8.87%	11.40%	11.89%	11.81%	4.12%	0.02%	-	-
Horiz. %	158.00%	145.13%	130.28%	116.44%	104.14%	100.02%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	78,646	72,239	64,849	57,957	51,835	49,786	49,775	35.61%
YoY %	8.87%	11.40%	11.89%	11.81%	4.12%	0.02%	-	-
Horiz. %	158.00%	145.13%	130.28%	116.44%	104.14%	100.02%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	19.62%	18.82%	18.24%	18.73%	17.57%	18.24%	18.16%	-
YoY %	4.25%	3.18%	-2.62%	6.60%	-3.67%	0.44%	-	-
Horiz. %	108.04%	103.63%	100.44%	103.14%	96.75%	100.44%	100.00%	-
Total Cost	680,071	657,135	614,915	581,085	551,250	550,402	551,092	15.03%
YoY %	3.49%	6.87%	5.82%	5.41%	0.15%	-0.13%	-	-
Horiz. %	123.40%	119.24%	111.58%	105.44%	100.03%	99.87%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	664,798	633,621	626,402	614,889	604,268	601,646	599,522	7.12%
YoY %	4.92%	1.15%	1.87%	1.76%	0.44%	0.35%	-	-
Horiz. %	110.89%	105.69%	104.48%	102.56%	100.79%	100.35%	100.00%	-

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
Dividend
Div	73,648	73,836	73,836	63,746	63,746	63,624	63,624	10.23%
YoY %	-0.25%	0.00%	15.83%	0.00%	0.19%	0.00%	-	-
Horiz. %	115.76%	116.05%	116.05%	100.19%	100.19%	100.00%	100.00%	-
Div Payout %	93.64%	102.21%	113.86%	109.99%	122.98%	127.80%	127.82%	-
YoY %	-8.38%	-10.23%	3.52%	-10.56%	-3.77%	-0.02%	-	-
Horiz. %	73.26%	79.96%	89.08%	86.05%	96.21%	99.98%	100.00%	-

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
Equity
Net Worth	664,798	633,621	626,402	614,889	604,268	601,646	599,522	7.12%
YoY %	4.92%	1.15%	1.87%	1.76%	0.44%	0.35%	-	-
Horiz. %	110.89%	105.69%	104.48%	102.56%	100.79%	100.35%	100.00%	-
NOSH	61,102	60,287	61,412	61,122	62,360	59,510	60,435	0.73%
YoY %	1.35%	-1.83%	0.47%	-1.99%	4.79%	-1.53%	-	-
Horiz. %	101.10%	99.76%	101.62%	101.14%	103.19%	98.47%	100.00%	-

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
Ratio Analysis
NP Margin	10.37%	9.90%	9.54%	9.07%	8.59%	8.30%	8.28%	-
YoY %	4.75%	3.77%	5.18%	5.59%	3.49%	0.24%	-	-
Horiz. %	125.24%	119.57%	115.22%	109.54%	103.74%	100.24%	100.00%	-
ROE	11.83%	11.40%	10.35%	9.43%	8.58%	8.27%	8.30%	-
YoY %	3.77%	10.14%	9.76%	9.91%	3.75%	-0.36%	-	-
Horiz. %	142.53%	137.35%	124.70%	113.61%	103.37%	99.64%	100.00%	-

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
Per Share
RPS	1,241.71	1,209.83	1,106.89	1,045.52	967.10	1,008.55	994.23	15.95%
YoY %	2.64%	9.30%	5.87%	8.11%	-4.11%	1.44%	-	-
Horiz. %	124.89%	121.69%	111.33%	105.16%	97.27%	101.44%	100.00%	-
EPS	128.71	119.82	105.60	94.82	83.12	83.66	82.36	34.63%
YoY %	7.42%	13.47%	11.37%	14.08%	-0.65%	1.58%	-	-
Horiz. %	156.28%	145.48%	128.22%	115.13%	100.92%	101.58%	100.00%	-
DPS	120.00	122.47	120.23	104.29	102.22	106.91	105.00	9.30%
YoY %	-2.02%	1.86%	15.28%	2.03%	-4.39%	1.82%	-	-
Horiz. %	114.29%	116.64%	114.50%	99.32%	97.35%	101.82%	100.00%	-
NAPS	10.88	10.51	10.20	10.06	9.69	10.11	9.92	6.34%
YoY %	3.52%	3.04%	1.39%	3.82%	-4.15%	1.92%	-	-
Horiz. %	109.68%	105.95%	102.82%	101.41%	97.68%	101.92%	100.00%	-

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
Adjusted Per Share Value based on latest NOSH - 61,122
RPS	1,230.19	1,182.61	1,102.17	1,036.14	977.84	973.15	974.25	16.80%
YoY %	4.02%	7.30%	6.37%	5.96%	0.48%	-0.11%	-	-
Horiz. %	126.27%	121.39%	113.13%	106.35%	100.37%	99.89%	100.00%	-
EPS	127.52	117.13	105.15	93.97	84.05	80.72	80.71	35.61%
YoY %	8.87%	11.39%	11.90%	11.80%	4.13%	0.01%	-	-
Horiz. %	158.00%	145.12%	130.28%	116.43%	104.14%	100.01%	100.00%	-
DPS	119.41	119.72	119.72	103.36	103.36	103.16	103.16	10.23%
YoY %	-0.26%	0.00%	15.83%	0.00%	0.19%	0.00%	-	-
Horiz. %	115.75%	116.05%	116.05%	100.19%	100.19%	100.00%	100.00%	-
NAPS	10.7791	10.2736	10.1565	9.9698	9.7976	9.7551	9.7207	7.12%
YoY %	4.92%	1.15%	1.87%	1.76%	0.44%	0.35%	-	-
Horiz. %	110.89%	105.69%	104.48%	102.56%	100.79%	100.35%	100.00%	-

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
Price Multiplier on Financial Quarter End Date
Date	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	-
Price	19.56	17.98	14.60	12.52	12.54	11.90	10.50	-
P/RPS	1.58	1.49	1.32	1.20	1.30	1.18	1.06	30.45%
YoY %	6.04%	12.88%	10.00%	-7.69%	10.17%	11.32%	-	-
Horiz. %	149.06%	140.57%	124.53%	113.21%	122.64%	111.32%	100.00%	-
P/EPS	15.20	15.01	13.83	13.20	15.09	14.22	12.75	12.41%
YoY %	1.27%	8.53%	4.77%	-12.52%	6.12%	11.53%	-	-
Horiz. %	119.22%	117.73%	108.47%	103.53%	118.35%	111.53%	100.00%	-
EY	6.58	6.66	7.23	7.57	6.63	7.03	7.84	-11.01%
YoY %	-1.20%	-7.88%	-4.49%	14.18%	-5.69%	-10.33%	-	-
Horiz. %	83.93%	84.95%	92.22%	96.56%	84.57%	89.67%	100.00%	-
DY	6.13	6.81	8.24	8.33	8.15	8.98	10.00	-27.81%
YoY %	-9.99%	-17.35%	-1.08%	2.21%	-9.24%	-10.20%	-	-
Horiz. %	61.30%	68.10%	82.40%	83.30%	81.50%	89.80%	100.00%	-
P/NAPS	1.80	1.71	1.43	1.24	1.29	1.18	1.06	42.28%
YoY %	5.26%	19.58%	15.32%	-3.88%	9.32%	11.32%	-	-
Horiz. %	169.81%	161.32%	134.91%	116.98%	121.70%	111.32%	100.00%	-

	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	31/03/09	CAGR
Price Multiplier on Announcement Date
Date	29/11/10	17/08/10	20/05/10	24/02/10	19/11/09	19/08/09	27/05/09	-
Price	18.60	19.48	16.74	12.80	12.38	12.80	11.20	-
P/RPS	1.50	1.61	1.51	1.22	1.28	1.27	1.13	20.76%
YoY %	-6.83%	6.62%	23.77%	-4.69%	0.79%	12.39%	-	-
Horiz. %	132.74%	142.48%	133.63%	107.96%	113.27%	112.39%	100.00%	-
P/EPS	14.45	16.26	15.85	13.50	14.89	15.30	13.60	4.12%
YoY %	-11.13%	2.59%	17.41%	-9.34%	-2.68%	12.50%	-	-
Horiz. %	106.25%	119.56%	116.54%	99.26%	109.49%	112.50%	100.00%	-
EY	6.92	6.15	6.31	7.41	6.71	6.54	7.35	-3.93%
YoY %	12.52%	-2.54%	-14.84%	10.43%	2.60%	-11.02%	-	-
Horiz. %	94.15%	83.67%	85.85%	100.82%	91.29%	88.98%	100.00%	-
DY	6.45	6.29	7.18	8.15	8.26	8.35	9.38	-22.07%
YoY %	2.54%	-12.40%	-11.90%	-1.33%	-1.08%	-10.98%	-	-
Horiz. %	68.76%	67.06%	76.55%	86.89%	88.06%	89.02%	100.00%	-
P/NAPS	1.71	1.85	1.64	1.27	1.28	1.27	1.13	31.77%
YoY %	-7.57%	12.80%	29.13%	-0.78%	0.79%	12.39%	-	-
Horiz. %	151.33%	163.72%	145.13%	112.39%	113.27%	112.39%	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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