Posted by Lim Tek Wai > 2018-08-23 11:09 | Report Abuse

Happy ! Good profit everyday hehehe

Posted by paperplane > 2018-08-23 16:29 | Report Abuse

Special div. Next? Splits? Bonus?

Posted by Wa > 2018-08-23 19:46 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5891577

Posted by trulyinvest > 2018-08-23 19:59 | Report Abuse

Gap down

Posted by andersonleee > 2018-08-23 21:55 | Report Abuse

derivation loss 11.3m. Otherwise, still not too bad for me. Will hold and collect dividend.

Posted by cheated_ > 2018-08-24 04:27 | Report Abuse

Why all never learn? Do HLG said profit will drop 36%?

ktsk88 Do not sell, just hold since HLG just come out with TP of 43.50.
I believe the company will split the shares once above 40.00.
14/08/2018 09:59

Posted by trulyinvest > 2018-08-24 07:12 | Report Abuse

Sales drop la

Posted by abbiepp > 2018-08-24 13:29 | Report Abuse

First time buy shares r.. what goes down will go up ler...

Posted by Kawkaw > 2018-08-24 18:35 | Report Abuse

Any room back to 38 before 5/9..
Let see ...any change good to vollect..

Posted by lching > 2018-08-25 17:27 | Report Abuse

market over react.

Posted by SharePlayer > 2018-08-27 22:22 | Report Abuse

Compare with all old man stock, nestle, bat, dlady, aji. Panamy is lowest in term of PE of 20

Posted by fong7 > 2018-08-28 21:21 | Report Abuse

wait for 15% correction :P

Posted by Lioncity > 2018-08-29 15:19 | Report Abuse

The RM2.33 dividend will go ex on next Wednesday 5/9, price will be adjusted to 38.xx range, those who want to buy can slowly accumulate from there.

Posted by melanie181818 > 2018-08-30 18:34 | Report Abuse

After ex you can buy below 35 la, still 38..

Posted by ongkkh > 2018-09-05 06:24 | Report Abuse

Hello guys, do you think Panamy can declare the same amount of div like this year moving forward? Your market intelligence and info please. Thanks

Posted by RainT > 2018-09-09 12:10 | Report Abuse

Only god know ...go ask God

Can Panamy continue pay dividend going forward or not ?

Posted by Yip2880 > 2018-09-10 14:17 | Report Abuse

Dear ongkkh, if you have spent a bit of time to study Panamy's dividend record for the last few years, you would know that special dividends declared were normally below RM 1.00. Since Dec. 1999, the highest was RM 1.85 and the lowest RM 0.23.

Most years, final dividend and special dividend add together is always less than RM 2.00, except for 1999 and this year, if I am not mistaken.

But it is still good dividend for the other years.

Posted by Yael Jasper > 2018-09-12 11:02 | Report Abuse

Yahoooo ! Good profit tho, can spend more already kikiki

Posted by paperplane > 2018-09-23 20:32 | Report Abuse

Still the best stock i will hold 10 years to 20 years

Posted by ktsk88 > 2018-09-24 16:00 | Report Abuse

Depend on each individual stockholders entry price......if you bought cheap then whatever they announced is still beats your FD rates so far.

My average is 18.90 and all the dividends that i received for past 6 years plus always beat the FD rates by far far margin..))

Posted by paperplane > 2018-09-25 08:22 | Report Abuse

Ya. This is the kind of stock to hold longterm
Got moat

Posted by paperplane > 2018-10-01 18:40 | Report Abuse

Consumer sector ia most defensive as well with branding

Posted by paperplane > 2018-10-02 19:18 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5930697

Posted by RainT > 2018-10-05 08:47 | Report Abuse

Epf have been buying this few days ...good sign

Posted by paperplane > 2018-10-10 13:46 | Report Abuse

this stock really best to hold and buy in such time....

Posted by paperplane > 2018-10-17 09:31 | Report Abuse

Hoxlding strong.

Posted by Fabien Extraordinaire > 2018-10-23 17:03 | Report Abuse

steady. times like these calls for flight to QUALITY

Posted by ahgoo > 2018-10-24 07:20 | Report Abuse

Panasonic 200-day average is 36.95 MYR, It traded below from Jan18 and rose above it on May16 and has traded above it other than July19. If it breaks 36.95, the next resistance sits at 33.01 MYR. Considering that if had bought this stock in mid Nov 2017 and held, you would have been rewarded with 6.3% dividend (assuming that you bought around 37 MYR - with 2.33MYR dividend). Bank fixed deposits for 5 year is less than 5%!!

In short, I agree with @paperplane (who obviously is a fan), if you are fortunate to own some, just collect your dividends and hold if for 3-5 years. You will be handsomely rewarded.

Posted by RainT > 2018-10-29 23:58 | Report Abuse

most steady stock in Bursa

with all other companies law sai non stop , PANAMY still at high

I believe PANAMY can sail through smoothly any recession

Posted by Jon Choivo > 2018-10-30 00:16 | Report Abuse

For 20 PE.

I can buy TSMC 17PE. I can buy Apple 19PE. I can buy Berkshire 11PE. Bayer 10PE. BrightHouse Financial 5PE. Synchrony financial 9PE.

If you sold your cheap shares for expensive PANAMY shares as everything goes down and gets cheaper.

I'm finding it hard to see a good outcome from actions like this. If you must, hold some cash, not PANAMY shares.

Buy at a pace you're comfortable with.

Don't be the general market who held mostly cash in 2008 bottom, and mostly stocks in 2017 peak.

Moat? What moat? Margin every year drop for the last 5 years. Profit not moving despite revenue growth.

Haier just bought GE Appliances you know. This aint Dyson.

Don't be scared now. You need to be aggressive when things are cheap and conservative when things are expensive.

Ask yourself, 5 years from now, are you going to wish you bought PANAMY, instead of the hundreds of discounts now. Airasia, Tunepro, PetronM, Mahsing, RCECAP, etc etc etc. Too many to list

======
Posted by paperplane > Oct 10, 2018 01:46 PM | Report Abuse

this stock really best to hold and buy in such time....


Posted by paperplane > Sep 25, 2018 08:22 AM | Report Abuse

Ya. This is the kind of stock to hold longterm
Got moat

Posted by Jon Choivo > 2018-10-30 00:17 | Report Abuse

People used to say what you guys are saying about PANAMY now, at LAFARGE.

Look where lafarge at.

Posted by ahgoo > 2018-11-01 13:31 | Report Abuse

@Jon Choivo: Not everyone can afford to buy BRK.A or BRK.A, Apple (AAPL) trades around $220USD a share...Brighthouse financial is in the tank, 52week low... unless you have RM 250,000 or more! Realistically to own the kind of shares that you are recommending you need to have RM 1Million or so. The choice is you either buy penny shares in Malaysia or bluechip like PBBank, Nestle, Panasonic..etc. GE is in the toilet..

In the end, I think to each his own according to how much you have to invest and how much risk you are willing to take and your investment horizon.

Panasonic is a relatively conservative electronic consumer products company and has a strong brand name. A PE of 19.83 maybe a little rich but having said that, will you pay 20cents for a shocking pink shirt that was yesterday's favorite color? or will you pay RM20, for a cotton blue shirt ? Stocks are cheap for a reason - stocks have to live up to expected future earnings. So a forward PE would be more relevant as a measure relative to its potential growth.

Posted by enigmatic > 2018-11-06 18:16 | Report Abuse

EPS is at an astonishing 191.91 when PE is only at 19.84. Apa lagi shareholders mau?

Posted by CUTLOSS > 2018-11-06 18:19 | Report Abuse

People don't buy Panamy products everyday or every qtr. See YOY profit drop.

Posted by enigmatic > 2018-11-07 17:03 | Report Abuse

right now some are quietly buying for the coming dividend. but I think this stock is well supported, fundamental wise, unless all quarters show a drop. panamy's price is solid too.

Posted by BN_better > 2018-11-13 21:30 | Report Abuse

Aberdeen disposed bec like BN more?

Posted by paperplane > 2018-11-18 23:12 | Report Abuse

Well,apple is in Nasdaq,the cycle not at their favor. The stock price increase previously mainly due to active share buy back....And crook,sorry cook, has been selling his shares entitlement straight away. Why?CI tot he very confident on apple next 10yrs,not suppose to buy more with salary???Why well??

Posted by paperplane > 2018-11-18 23:13 | Report Abuse

Tsmc in a sector where the margin will be lower and MKT share will be lower. It's not a consumer stock which got this thing call brand name.....Chips can be manufacture by anyone in future once the technical getting more and more lean

Posted by ongkkh > 2018-11-26 20:35 | Report Abuse

Good quarter result is out with 15c div

Posted by MCC8 > 2018-11-27 14:35 | Report Abuse

Kudos! Over past 10 years remain the same for interim dividend 15c

Posted by paperplane > 2018-11-27 20:13 | Report Abuse

Still my best stock. I love panasonic, i love japan av

Posted by RainT > 2018-11-27 23:22 | Report Abuse

when every companies is bleeding , you are the sunshine

Posted by paperplane > 2018-12-19 12:14 | Report Abuse

Hehe. Thts why buy. Bluechip, oldman stock

Posted by paperplane > 2018-12-26 10:54 | Report Abuse

Panamy still best. Divgood，result stable. If drop i will add. Most

Posted by paperplane > 2019-01-02 10:35 | Report Abuse

Go go panamy. Next nestle. Hit 100 please. Haha

Posted by paperplane > 2019-01-02 19:59 | Report Abuse

How much it moves last yr. Will it repeat.

Posted by enigmatic > 2019-01-15 16:23 | Report Abuse

Why do we fall? So that we can learn to pick ourselves up.

Posted by LouiseS > 2019-01-20 18:26 | Report Abuse

dividend yield at 6.63% is quite high, PE ratio not too high, around 17.89, worth to investigate further

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with.html

Posted by moneylailai > 2019-01-22 16:50 | Report Abuse

panamy good to hold long term?

Posted by lching > 2019-01-30 11:19 | Report Abuse

yes i think so.