Posted by Sagna Lau > 2015-05-27 18:32 | Report Abuse

Quarter report just announced.
Revenue drop, but profit increase.

Posted by kongming1 > 2015-05-27 19:18 | Report Abuse

ICHING: why will u said not looking good - cause revenue drop?

Posted by apprentice > 2015-05-27 19:57 | Report Abuse

Increase in profit. That's all that matters.

Posted by lching > 2015-05-27 22:40 | Report Abuse

kongming1, yes, hope will announces bonus soon.

Posted by fong7 > 2015-05-29 04:44 | Report Abuse

increase dividend, that's all that matters. :P

Posted by gnail > 2015-06-23 14:03 | Report Abuse

final dividend to be announced soon this month end.

Posted by pputeh > 2015-06-24 11:23 | Report Abuse

Still waiting for bonus or increase in div. Think company not keen to enlarge paid up as our rm to yen low.

Posted by pputeh > 2015-06-24 11:29 | Report Abuse

Looks like their final div has been 35 sen. Only the special div will make a diff. in 2013 was rm1.38, in 2014 was 23 sen. So for 2015 ????????

Posted by ongkkh > 2015-06-25 18:43 | Report Abuse

special div 92c, final 35c as usual

Posted by apprentice > 2015-06-25 18:59 | Report Abuse

Yes, 15 sen plus 92 plus 35 equals RM1.42 for the year. Its paying back shareholders 85% of its profit. Kudos Panasonic.

Posted by gnail > 2015-06-25 20:15 | Report Abuse

huat lar, tomorrow up

Posted by khuen > 2015-06-25 23:32 | Report Abuse

The dividend is very tremendously high. If comes with bonus issue then it's better XD

Posted by lching > 2015-06-26 01:00 | Report Abuse

dividen not high enough. its higher 2 years ago.

Posted by apprentice > 2015-06-26 09:41 | Report Abuse

Not high enough? Its the 2nd highest it ever paid and its single tier, no tax.

Posted by pputeh > 2015-06-26 11:17 | Report Abuse

In 2013 it paid 188. A bonus of 1:10 or 1:5 would have been more welcome. Its NTA is rm11.83. Can easily give bonus or split and make the share more liquid. Same with Latitude. At least Hevea is making a move to split it rm1 share into 4. It was 2.80 at the time of proposal. Now up to 3.65. Directors only sleeping & enjoying directors fees yearly

Posted by Dakewlest > 2015-06-26 23:31 | Report Abuse

might consider buying if there is bonus issue or split.

Posted by fong7 > 2015-06-28 05:52 | Report Abuse

i don't like bi or split at all. just give me more and more dividends, i'd be very happy investor.

Posted by bukithot > 2015-06-29 10:42 | Report Abuse

who dump shares like this? about RM 1 gone ler...

Posted by chiowmin > 2015-06-29 11:10 | Report Abuse

small fish selling...to cover the loss from penny stocks...
selling gold...to cover stone...

Posted by micheal42 > 2015-06-29 11:45 | Report Abuse

chiowmin ... good analogy - " selling gold to cover stone ". Yes lah ... extremely disappointed with the dividend. Looks like there will be no 50th anniversary party. Sorry guys and gals ...

Posted by gnail > 2015-07-02 09:03 | Report Abuse

ok lah, this stock is not too bad, it has a lot of cash, can keep for long term...

Posted by fong7 > 2015-07-09 17:49 | Report Abuse

micheal42，you are "extremely" disappointed? How much dividend you were expecting? Please share.

Posted by micheal42 > 2015-07-23 08:59 | Report Abuse

fong7 ... bonus 2 for 1 and a share split to 50 cents lah . Something like the 1MDB " give aways " lah!

Posted by fong7 > 2015-07-27 02:51 | Report Abuse

haha! i don't mind that too though. :P

Posted by fong7 > 2015-09-14 18:06 | Report Abuse

highly undervalued stock.
but who cares? no trader interested in this kind of extreme low profile, low liquidity stock.
and no IB talked about it....only one, maybe, MIDF. but no effect since it's not a famous IB.

Posted by zillionkoh > 2015-09-25 23:37 | Report Abuse

Why you say this is highly undervalued stock? Mind share how to calculate?

Posted by fong7 > 2015-09-26 02:33 | Report Abuse

for many many years, cash rich, steady profit, high yield, great management integrity. Looking at PE of Nestle, I think Panasonic Malaysia (not Panasonic Japan) deserves a much higher valuation. Why compare with Nestle? Because they share same branding power as both selling daily needs products. Well, Nestle is consider a more premium consumer brand, so it's not target at low income group but middle and above income group. As for daily use electronic products, Panasonic consider to serve the same group...middle and above income group.
Nestle is trading at PE of 31x, Panamy at PE 12.6x. For me, a fair value for Panasonic is 18x. Don't forget, Panamy's cash stands at 520m by April this year, where its current market cap is 1.25b. Since there is no investment, I bet its cash position is either similar or even higher today. Consider same, that would be 42% on cash!

Posted by fong7 > 2015-09-26 02:39 | Report Abuse

In addition to this, Panasonic Japan has been continued making effort to diversified its business from Japan to foreign countries due to uncertainty on Japan Yen as well as business environment (inclusive natural disaster) in Japan. It set up ASEAN regional headquarters in Singapore. And Panasonic Malaysia has been doing a great job for decades, I'll not be surprise if the company being target for expansion in coming years (In fact, it's already happening in past few years).

Posted by DreamGladiator > 2015-09-26 04:14 | Report Abuse

For every lot of Panasonic, one can hv nearly 200 lots of NovaMSC ... Hmmm, think I'll go for NovaMSC ...

Posted by necro > 2015-09-26 04:44 | Report Abuse

Gila

Posted by moven00 > 2015-09-26 17:07 | Report Abuse

Necro....hahahaha. Your remark really entertain me...
Yes, let me repeat.... "GILA"

Posted by fong7 > 2015-09-27 06:16 | Report Abuse

what?!

Posted by andersonleee > 2015-09-28 16:24 | Report Abuse

The EPS Growth of Panamy past 10 years was CARG 15%, the average PE of the industry was 15, and the dividend per share was 127cent which is 6%.

We can get the fair PE was 20.

If calculate the fair value of Panamy,
2014, The EPS 164cent x PE 20 = RM32.8
Compare to the price trading now was 20.66, which 35% discount, and it is undervalued.

2015, The estimate EPS 208cent x PE 20 = RM41

Don't miss this undervalue high dividend blue chips stock.

Posted by gnail > 2015-09-30 11:24 | Report Abuse

Panasonic Malaysia is definitely undervalue at the moment by considering its brand and the amount of cash it has. It worth keeping it for long term because it has good fundamental.

Posted by zillionkoh > 2015-11-06 15:39 | Report Abuse

Totally agree. When i attended this company AGM last quarter, i heard that sale from PANAMY mostly come from oversea rather than meet local demand.Since Malaysia ringgit depreciate alot against others, i expect this quarter financial performance will be better.

Posted by fong7 > 2015-11-13 16:48 | Report Abuse

are you sure? as far as i know, panamy's overseas sales is still minority, its major income comes from local sales.

Posted by invest1188 > 2015-11-18 22:24 | Report Abuse

just to remind this is laggard stock, time will tell

Posted by Ahbeng11 > 2015-11-19 10:58 | Report Abuse

On move

Posted by khuen > 2015-11-20 21:27 | Report Abuse

As long it's paying 7% dividend every year, stock price rise slowly is enough for me

Posted by DreamSubjugator > 2015-11-20 21:29 | Report Abuse

chicken feed

Posted by zillionkoh > 2015-11-24 13:41 | Report Abuse

Any news on this November dividend?

Posted by ktsk88 > 2015-11-24 14:42 | Report Abuse

Expected abit higher dividend for the Nov'15 announcement perhap higher than the usual 15sen. But if better some surprise bonus or special dividends too.

Posted by fong7 > 2015-11-24 16:34 | Report Abuse

15 sen or little bit more has little benefits, too little.
And ya, I also wish for BI or so. It's about time, right? haha!

Posted by gnail > 2015-11-27 20:30 | Report Abuse

wow, eps 67 sen, huat lar!!

Posted by invest1188 > 2015-11-27 23:34 | Report Abuse

This is laggard, based in historical pe it shld worth 35 to 38

Posted by dalpinia > 2015-11-28 10:38 | Report Abuse

Strong and steadily growth counter....worth for long term investment

Posted by ktsk88 > 2015-11-28 10:46 | Report Abuse

i have been holding since 5 years back when i bought at 11.30 and another at 26.00. So you can imagine the total dividends i had received so far plus the capital appreciation.

Posted by apprentice > 2015-11-28 12:31 | Report Abuse

Normal amount paid for interim dividend at 15 sen.

Would expect final dividend of 35 sen and special dividend of at least RM 1.00 in June 2016.

Posted by Multibagger > 2015-11-28 12:58 | Report Abuse

Good company indeed, the only negative I see is the biggest asset item - cash all placed with related company (non rated) while its parent company only with BBB+ rating. Wish that is placed with FI with stronger rating.

Posted by fong7 > 2015-11-30 15:14 | Report Abuse

lack of IBs' coverage. If they do, it should at least boosts to PE 20x as Nestle is at over 30x.