Posted by ZeaXG > 2017-07-28 11:37 | Report Abuse

Delay of announcing dividend, could it be it's Japanese holding company not happy with the dividend proposed or thinking of scrapping the final dividend?

Posted by RainT > 2017-07-30 14:18 | Report Abuse

Delay ???

When usually is the dividend announcement date ???

Posted by RainT > 2017-07-30 14:25 | Report Abuse

See past year usually is announce at May or June ...and ex in Sept .....now already finish July also no yet announce dividend

Posted by bjaya > 2017-07-30 20:06 | Report Abuse

Got any surprises ?

Posted by ZeaXG > 2017-08-01 14:05 | Report Abuse

Finally announce dividend RM1.02, pay on 25/9

Posted by bjaya > 2017-08-01 19:10 | Report Abuse

No reaction to its price today .

Posted by MCC8 > 2017-08-02 19:09 | Report Abuse

Good evening ZeaXG, please read the comment wrote on 31/5/2017. Ctr Panamy already announced will be giving in September 2017 dividend To it's lovely shareholder RM 1.02 @

Posted by MCC8 > 2017-08-02 19:29 | Report Abuse

Ctr Panamy always give GOOD dividend ( at least RM1000 or RM 1K+ depend on the total profit for the financial year) to it's share holder for more than 10++ years.
Like what, one of the member here said before: Total Dividend collected for a couple year, already offset his purchase price ( capital) for Ctr Panamy ..........
So did you see what I see ..........? :)

Posted by RainT > 2017-08-03 13:35 | Report Abuse

Have been following up on Panamy counter for some time

Today finaly buy 1st round

Will keep for long long term ....

Posted by lching > 2017-08-12 01:20 | Report Abuse

i sold Panamy, take the view that after dividen ex, the adjustment will be larger than the dividen. looking to buy back below 35.50.

Posted by ktsk88 > 2017-08-12 11:19 | Report Abuse

After ex dividend below 35.50?............are you kidding?............the adjustment only takes 1.02 off the share price on ex-date.

But please don't forget that each time before ex-date, it will be pushed up almost similar to the dividend paid before ex.

Don't underestimate PANAMY.

My first purchase at 11.80 is already free from the dividend i collected..)))

The second one at 26.00 already below 20.00 after accounted for the dividend.

Posted by MATB > 2017-08-13 21:25 | Report Abuse

middle east revenue recovered. cant wait for month end result ^_^

Posted by MCC8 > 2017-08-16 12:25 | Report Abuse

AGM coming soon, any member here is going to attend? Already 10 years, never go before....... Thinking wanna go this year,.......

Posted by Winklse188 > 2017-08-20 09:56 | Report Abuse

Matb, how you know Middle East recovered ?

Posted by RainT > 2017-08-20 13:25 | Report Abuse

MCC8 then just go !

Share with us any update in the AGM

And help us ask the management .....when will increase dividend ? Huge cash so any good plan to utilize it ? Any share bonus issue ?

Posted by MATB > 2017-08-21 19:15 | Report Abuse

Winklse188@

此外，丰隆投行分析员也指出，针对松下电子在2017財政年出口至中东国家的销量大幅下滑，管理层解释说，是受到当地政治因素的影响，並表示该业务在2018財政年首季已经大幅反弹，並达到內部既定的目標。」

Posted by MATB > 2017-08-21 19:18 | Report Abuse

原料涨价抵销匯率利好　松下 (PANAMY) 2大业务提振业绩

（吉隆坡19日讯）电饭锅业务转亏为盈以及吸尘机销量回稳，將提振松下电器（PANAMY，3719，主板消费股）的业绩，但值得留意的是，原料价格走高，將抵消匯率的利好影响。

今日两家投行不约而同发布松下电器的分析报告，该股因此受到投资者的关注，早盘一度涨80仙或2.27%，至36令吉，一度位居上升榜第1名；不过，午盘交易，该股逐步回吐涨幅，最终以35.22令吉掛收，微起2仙或0.06%，成交量仅2800股。

丰隆投行分析员的建议相对乐观，维持该股「买进」投资评级，並將目標价设在43.20令吉；MIDF研究分析员则显得保守，保持该股「中和」评级，只给予32.40令吉的目標价。

两名分析员均看好其电饭锅及吸尘机业务。

电饭锅吸尘机热销

丰隆投行分析员在报告中指出，会晤管理层后认为，该公司未来的利好主要建立在其电饭锅业务转亏为盈、吸尘机销量回春以及產品平均售价调整。

对於2年前把泰国生產线移至大马的电饭锅业务，管理层有信心能够在2018財政年(3月31日结账)转亏为盈。

该业务在2017財政年亏损800万令吉。

MIDF研究分析员也相信，电饭锅业务转亏为盈以及吸尘机销量回稳，或会提振松下电子2018財政年的业绩，惟他却认为该公司今年的电风扇业务可能会因政府安装电风扇的工程减少而受到波及。

另外，对於超过60%的营收来自海外的电风扇业务，令吉逐步回升也將导致外匯收益减少。

此外，丰隆投行分析员也指出，针对松下电子在2017財政年出口至中东国家的销量大幅下滑，管理层解释说，是受到当地政治因素的影响，並表示该业务在2018財政年首季已经大幅反弹，並达到內部既定的目標。」

至於大宗商品的价格上涨导致公司的成本增高，管理层分享说，该公司已在4月起，已把平均產品售价提高5%。

管理层信心满满地称，该公司的电风扇市佔率超过70%、电饭锅的市佔率超过40%、食物加工处理机的市佔率为40%，松下电器在这3项家电產品都排名第一。

MIDF研究则关注原料价格上涨对该公司的影响，分析员指出，「纵然令吉回升能够降低公司的原材料成本，但近来铝价和铜价走高，已经抵消了匯率的利好因素。」

分析员也指出，该公司在2017財政年末季的手上现金高达6亿243万令吉，佔总资產的约60%，惟儘管该公司的资金越来越多，但管理层却依然只维持60%的派息率。

转载自东方日报财经 >>

Posted by MATB > 2017-08-23 19:22 | Report Abuse

Profit Jump ^_^

Posted by RainT > 2017-08-23 20:02 | Report Abuse

Not bad result

Posted by 1099 > 2017-08-23 20:22 | Report Abuse

I think this time it will break 40 for sure due to the new high revenue and second high profit.;)

Posted by Chess > 2017-08-23 20:44 | Report Abuse

The result is almost same as last year 1st quarter. So I didn't see any 'profit jump'. But cannot deny that result is good.

Posted by MATB > 2017-08-23 21:27 | Report Abuse

1099, agree with u. Breaking 40 ^_^

Posted by ongkkh > 2017-08-24 16:14 | Report Abuse

3830 up 1 RM...

Posted by lching > 2017-08-24 16:16 | Report Abuse

suddenly up any good news?

Posted by Yip2880 > 2017-08-24 16:56 | Report Abuse

That's Panamy's style. Suddenly up RM 1.00 but can also suddenly down RM 1.00. So don't be too elated about it. Also Ex-date just around the corner on Sept. 6, 2017.

Posted by MATB > 2017-08-24 18:52 | Report Abuse

EPS strengthening. Vietnam will be new growth area. Middle East is recovering, though still some uncertainty on Middle East.
Projected FY 2018 EPS 2.50, Dividend 0.15+1.35, at 37.28 ( 38.30 - 1.02 ), PE 14.9, DY 4%
If surge to 45, PE 18, DY 3.33%.

Posted by Winklse188 > 2017-08-27 19:47 | Report Abuse

Matb, how you know they going to vietnam

Posted by MATB > 2017-08-27 21:08 | Report Abuse

Sales of Home Appliances products grew by 11.4% as compared to the
previous year’s corresponding quarter mainly contributed by increased sales to Vietnam and the
Middle East region. The Vietnam market has seen good growth potential with its increasing
purchasing power. Improvement in the economic environment contributed to the higher sales in
the Middle East region.

Source: QR

Posted by MATB > 2017-09-05 17:43 | Report Abuse

Dividend EX ^_^

Posted by MCC8 > 2017-09-12 17:24 | Report Abuse

Dividend Ex already, But share price still up trend....... Any idea or view?

Posted by MATB > 2017-09-12 17:38 | Report Abuse

Profit will be stable at 0.6X per quarter. This is the driving factor.
FY 2018 projected eps 2.50. Div 1.50
If price come to RM 45, PE 18 DY 3.33, still reasonable

Posted by MATB > 2017-09-12 17:41 | Report Abuse

think no more additional product relocation set up cost as the production process has been normalised. Further new product transfer may be on the way. Vietnam market runs well. But concern is ringgit strenghtening

Posted by MATB > 2017-09-12 17:43 | Report Abuse

MCC8@ Any updates on AGM ?

Posted by MCC8 > 2017-09-12 17:48 | Report Abuse

MATB , sorry I balik kampung during the AGM week, TAK jadi attend......

Posted by weng > 2017-09-12 18:58 | Report Abuse

Anyone attended agm? Mind to share?

Posted by MATB > 2017-09-12 19:24 | Report Abuse

haha ok. thks anyway MCC8 ^_^

Posted by SOzaii' Junxian > 2017-09-13 17:02 | Report Abuse

40 gogogo

Posted by 1099 > 2017-09-13 17:09 | Report Abuse

With net cash per share 10.23, good eps, 0 debt, there is no reason it cant reach 40, maybe will challenge bat 44++ and then bcome third expensive share in bursa.:)

Posted by SOzaii' Junxian > 2017-09-14 11:27 | Report Abuse

Up up up

Posted by ZeaXG > 2017-09-14 11:56 | Report Abuse

why is it whenever I masuk a bit into a counter, it straightaway naik before I have chance to add... fml

Posted by apprentice > 2017-09-14 17:19 | Report Abuse

Well supportted at 40. Must be EPF sapu-ing all available shares.

Posted by ktsk88 > 2017-09-15 15:05 | Report Abuse

told you guys earlier, Panamy will up before ex and after ex. It is a trend.

It is time to declare bonus since the last one is in 2002.

Posted by MCC8 > 2017-09-15 17:04 | Report Abuse

Hi Bro ktsk88, Did you attend lrecently AGM or you have insider news?
Really Good News if confirmed that it's time to declare bonus.......

Posted by RainT > 2017-09-17 13:09 | Report Abuse

No la

ktsk88 just he said bonus issue only , he wanted to have bonus issue
But Panamy management never announce any bonus issue la

Slowly wait la for bonus issue , or tonight sleep early , see you can dream bonus issue or not

Posted by Thomas Chua > 2017-09-18 12:11 | Report Abuse

https://klse.i3investor.com/blogs/valuestockresearch/132519.jsp

Posted by lching > 2017-09-18 15:37 | Report Abuse

what happen? suddenly crash!!!!!

Posted by pputeh > 2017-09-18 22:55 | Report Abuse

This company has a lot of cash but the div has been getting less over the years. However they use the cash for inter company loans and charge only 3.75%. As shareholders I am sure we can get more from FD if the div was increased.. Using our money for cheap loans to sister company.

Posted by lching > 2017-09-19 23:57 | Report Abuse

ktsk88, this time Panamy share price doesn't move up before and after ex as you predicted.

Posted by Billsoon > 2017-09-26 04:25 | Report Abuse

很高兴。。。
昨天收到了rm x,xxx.xx 在银行户口。
谢谢panamy老板。
拿多一次就多余100% 想當年的买本。
Very³ tq.

Posted by makesomemoneyonly > 2017-09-30 22:28 | Report Abuse

Why are the total volume on 19/9/2017 are lesser than the total volume which acquired by EPF and Standard Life Aberdeen.