Posted by MATB > 2016-09-23 16:57 | Report Abuse

Ho Amateurrr San, happy to see u here. Do u have any insight on Ajinomoto ?

Posted by amateurrr > 2016-09-26 14:05 | Report Abuse

matb san, yoroshiku. sorry, not following aji. but you can consider panamy. production of new appliances developed in japan will be transferred to other subsidiairy because of high Japanese Yen. panamy could benefit from this. the price is till cheap

Posted by MATB > 2016-09-26 22:32 | Report Abuse

Amateurrr San, thks for your latest updates on Panamy.
I hold Ajinomoto, Aeon Credit, Panamy for long term.
Japanese company is really SUPERB.

Posted by amateurrr > 2016-09-30 09:16 | Report Abuse

はい。。Japanese companies are supported by very hardworking staff (笑)
nao, I know many overseas subsidiariy are more attractive than parents listed on Tokyo stock exchange

Posted by MCC8 > 2016-10-06 09:51 | Report Abuse

Good morning all, Panamy is Excellent counter to hold for long term, being keep since 2008, & top up at year 2012. Receiving Good dividen until now....... :)

Posted by skay > 2016-10-07 15:08 | Report Abuse

Very strong counter

Posted by hairy > 2016-10-07 15:10 | Report Abuse

my home use tv,washing machine,water heater,air con all panasonic

Posted by MCC8 > 2016-10-07 16:09 | Report Abuse

You are right! My master bedroom installed Panasonic air-con since 1994, still using until now...... Really 'Good technology' National Panasonic....... Means good to customer; BUT No Good for manufacturer........ 1 time bisness transaction can use for long term. :)
....... FYI, my other house, my parents house, my siblings house ALL use Panasonic products, All really good function.

Posted by 1099 > 2016-10-19 12:24 | Report Abuse

The sleeping dragon is awaken.

Posted by Yip2880 > 2016-11-30 13:24 | Report Abuse

Omg, why drop so much? Like no resistance from more than $37 drop to below $33

Posted by ktsk88 > 2016-11-30 14:20 | Report Abuse

because latest results saw slight drop in revenue and profit.

Posted by optimus9199 > 2016-11-30 15:07 | Report Abuse

terrible drop today, fund managers keep selling

Posted by MATB > 2016-11-30 15:10 | Report Abuse

let them sell let them sell ^_^
dun misunderstood me. i still hold my position tight.

Posted by Lee Edward > 2016-11-30 15:18 | Report Abuse

Do u think if is fund manager selling value will so less ? Think before u talk

Posted by ongkkh > 2016-11-30 15:27 | Report Abuse

Amateurrr san please give your comment on the latest qtr result.....and the huge drop today. Thanks

Posted by Yip2880 > 2016-11-30 15:49 | Report Abuse

Maybe he fainted already ... lol (just joking)

Posted by optimus9199 > 2016-11-30 16:04 | Report Abuse

@ Lee Edward --> Pls check announcements in Bursa regarding disposals by Aberdeen Assets, pls check before u speak. TQ

Posted by ongkkh > 2016-11-30 16:06 | Report Abuse

Just checked throughout Nov EPF, Aberdeen and Mitsubish UFJ Fund kept disposing........Reason?

Posted by amateurrr > 2016-12-01 07:58 | Report Abuse

minasan, it is time to buy （笑）
this quarter included one-time cost to shift production line between different countries

Posted by Jack888 > 2016-12-01 08:40 | Report Abuse

外资跑掉了，股市玩蛋了，后市也暗淡了.

Posted by MATB > 2016-12-01 08:53 | Report Abuse

let them go let them run we collect at low

Posted by Jack888 > 2016-12-01 09:01 | Report Abuse

我已被绑了，MACD也看不懂了，到底怎么了?

Posted by amateurrr > 2016-12-01 09:01 | Report Abuse

ちょっと。。少しを解かりました。
中国語を話しましたか？

Posted by ongkkh > 2016-12-01 11:27 | Report Abuse

amateurrr san, can you translate your comment in English? Thanks.

Posted by Yip2880 > 2016-12-01 11:55 | Report Abuse

Selldown starting again

Posted by PlsGiveBonus > 2016-12-01 12:36 | Report Abuse

Eps dropping
Must sell sell sell

Posted by RainT > 2016-12-01 13:48 | Report Abuse

Amateurr san
What you think about recent qtr result ????
Still can buy at downtrend price now ???

Hope to get you reply
Thanks

Posted by Yip2880 > 2016-12-01 21:10 | Report Abuse

Foreign funds are continuously selling coz worried about further ringgit depreciation

Posted by MATB > 2016-12-02 11:30 | Report Abuse

Time to collect in stages, not sell.

Posted by MATB > 2016-12-02 11:42 | Report Abuse

Good chance to buy good company, is when they announce bad result, hit with bad news or panic sold.
Now even no seller @_@

Posted by Invest1188 > 2016-12-02 13:04 | Report Abuse

Company in preparation for next phase of growth , that is why incur initial cost rationalisation

Posted by Invest1188 > 2016-12-02 13:05 | Report Abuse

Make a visit to the plant, you will know the answer

Posted by MATB > 2016-12-02 13:23 | Report Abuse

Invest1188, Good One ^_^

Posted by MATB > 2016-12-02 15:32 | Report Abuse

topped up 32.50 32.70 ,32.40 100 unit each @@

Posted by MCC8 > 2016-12-02 16:48 | Report Abuse

MATB , you slowly accumulated when it is dropped. Good. If I would have more $ , will do so.

Posted by MATB > 2016-12-02 18:19 | Report Abuse

MCCB@ I just know buy and hold. My previous holding at average 27.22 ( bought from 25 till 29) still hold tight. Saw it shot to 39.90 also dunno unload some except unload very mimimal quantity at 38.20.

Posted by MCC8 > 2016-12-06 12:45 | Report Abuse

Wow, strong holding power. Good.

Posted by Yip2880 > 2016-12-07 15:42 | Report Abuse

Seems like the selldown is not over yet. The selling momentum is still strong. Is there anything that the foreign funds know that we don't?

Posted by MATB > 2016-12-07 16:18 | Report Abuse

The seller is desparare. That is. Wait for the durian fall ^_^

Posted by Yip2880 > 2016-12-08 09:44 | Report Abuse

Selling continues again .......

Posted by amateurrr > 2016-12-08 10:48 | Report Abuse

久しぶりねraintさ、this is a good time to buy, you can't find any other better timing
we are buying now （笑）
it makes less money last quarter because of one-off cost to shift production lines, nothing less
even IF IT MAKES ONLY 200 sen this year (should be easily achieved), the price should be 36 based on pe 18 (conservative, please check industrial average like aji and dutchlady)

Posted by IamGoogle > 2016-12-08 10:51 | Report Abuse

Volume too small, not easy to buy or sell

Posted by MATB > 2016-12-08 10:55 | Report Abuse

amateurrr san@ agree with u now is time to buy.
Aji long term prospect is supported by Aji Vision 2020 to triple profit from current level.
Short term prospect is supported by incoming windfall dividend. If not Aji all the while not at PE 20.
Dlady high PE is supported by high dividend yield and all the while PE at 20 or more.
Panamy case, previously PE always less than 18 and a lot of time below 15 or even 13.
Just some input sharing to u.
Pls correct me if i m wrong.
I m ready anytime to top up Panamy too ^_^

Posted by amateurrr > 2016-12-08 11:15 | Report Abuse

こんにちわmatbさん、はい、そうです
you are right about aji and dlady, but panamy has the similar advantages
aji: depends on management. some management actively communicate their plans to shareholders. panamy's management is more on "action speaks louder than words"
dlady: to get 2200 dividend/year from dlady, you need 55.60. for the same amount of money, you can get 1.748 panamy and get dividend 2430. panamy should be around 35 if you were to get only 2200 dividend (same as dlady) （笑）

Posted by MATB > 2016-12-08 11:59 | Report Abuse

Thks amateurrr san. U gave a very good input on panamy ^_^

Posted by amateurrr > 2016-12-08 13:06 | Report Abuse

matb san, I personally know the management （笑）
I can assure you that they work very hard to grow the company

Posted by MATB > 2016-12-08 13:07 | Report Abuse

Wowwww !!! ^_^

Posted by MATB > 2016-12-08 15:32 | Report Abuse

amateurrr san@ U have prevented Panamy from further drop !!!

Posted by MATB > 2016-12-08 16:29 | Report Abuse

31.78 31.80

Posted by optimus9199 > 2016-12-08 23:42 | Report Abuse

amateurr-san, any effect from malaysian ringgit lower value against yen on future prospect of PANAMY? profit margin will be compressed due to competition from local producers of fan and aircond.