[PANAMY] QoQ TTM Result on 30-Jun-2008 [#1]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

21-Aug-2008

Admission Sponsor

Sponsor

Financial Year

31-Mar-2009

Quarter

30-Jun-2008 [#1]

Profit Trend

QoQ- 3.02%

YoY- 12.49%

Quarter Report

1Q09 [30.06.2008].pdf

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PANAMY's Result

PANAMY's Financial Summary

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YoY %

Horiz. %

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
TTM Result
Revenue	600,867	614,267	600,925	578,126	562,490	552,435	547,863	6.34%
YoY %	-2.18%	2.22%	3.94%	2.78%	1.82%	0.83%	-	-
Horiz. %	109.67%	112.12%	109.69%	105.52%	102.67%	100.83%	100.00%	-
PBT	60,818	63,436	63,199	66,084	64,923	67,025	66,472	-5.74%
YoY %	-4.13%	0.38%	-4.37%	1.79%	-3.14%	0.83%	-	-
Horiz. %	91.49%	95.43%	95.08%	99.42%	97.67%	100.83%	100.00%	-
Tax	-11,043	-10,317	-12,305	-11,863	-12,293	-13,470	-11,225	-1.08%
YoY %	-7.04%	16.16%	-3.73%	3.50%	8.74%	-20.00%	-	-
Horiz. %	98.38%	91.91%	109.62%	105.68%	109.51%	120.00%	100.00%	-
NP	49,775	53,119	50,894	54,221	52,630	53,555	55,247	-6.71%
YoY %	-6.30%	4.37%	-6.14%	3.02%	-1.73%	-3.06%	-	-
Horiz. %	90.10%	96.15%	92.12%	98.14%	95.26%	96.94%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	49,775	53,119	50,894	54,221	52,630	53,555	55,247	-6.71%
YoY %	-6.30%	4.37%	-6.14%	3.02%	-1.73%	-3.06%	-	-
Horiz. %	90.10%	96.15%	92.12%	98.14%	95.26%	96.94%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	18.16%	16.26%	19.47%	17.95%	18.93%	20.10%	16.89%	-
YoY %	11.69%	-16.49%	8.47%	-5.18%	-5.82%	19.01%	-	-
Horiz. %	107.52%	96.27%	115.28%	106.28%	112.08%	119.01%	100.00%	-
Total Cost	551,092	561,148	550,031	523,905	509,860	498,880	492,616	7.75%
YoY %	-1.79%	2.02%	4.99%	2.75%	2.20%	1.27%	-	-
Horiz. %	111.87%	113.91%	111.66%	106.35%	103.50%	101.27%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	599,522	604,126	592,726	603,468	618,830	615,185	588,588	1.23%
YoY %	-0.76%	1.92%	-1.78%	-2.48%	0.59%	4.52%	-	-
Horiz. %	101.86%	102.64%	100.70%	102.53%	105.14%	104.52%	100.00%	-

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
Dividend
Div	63,624	71,364	71,364	62,131	62,131	60,619	60,619	3.27%
YoY %	-10.85%	0.00%	14.86%	0.00%	2.49%	0.00%	-	-
Horiz. %	104.96%	117.73%	117.73%	102.49%	102.49%	100.00%	100.00%	-
Div Payout %	127.82%	134.35%	140.22%	114.59%	118.05%	113.19%	109.72%	-
YoY %	-4.86%	-4.19%	22.37%	-2.93%	4.29%	3.16%	-	-
Horiz. %	116.50%	122.45%	127.80%	104.44%	107.59%	103.16%	100.00%	-

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
Equity
Net Worth	599,522	604,126	592,726	603,468	618,830	615,185	588,588	1.23%
YoY %	-0.76%	1.92%	-1.78%	-2.48%	0.59%	4.52%	-	-
Horiz. %	101.86%	102.64%	100.70%	102.53%	105.14%	104.52%	100.00%	-
NOSH	60,435	61,084	61,550	59,455	62,131	62,077	60,741	-0.33%
YoY %	-1.06%	-0.76%	3.52%	-4.31%	0.09%	2.20%	-	-
Horiz. %	99.50%	100.56%	101.33%	97.88%	102.29%	102.20%	100.00%	-

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
Ratio Analysis
NP Margin	8.28%	8.65%	8.47%	9.38%	9.36%	9.69%	10.08%	-
YoY %	-4.28%	2.13%	-9.70%	0.21%	-3.41%	-3.87%	-	-
Horiz. %	82.14%	85.81%	84.03%	93.06%	92.86%	96.13%	100.00%	-
ROE	8.30%	8.79%	8.59%	8.98%	8.50%	8.71%	9.39%	-
YoY %	-5.57%	2.33%	-4.34%	5.65%	-2.41%	-7.24%	-	-
Horiz. %	88.39%	93.61%	91.48%	95.63%	90.52%	92.76%	100.00%	-

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
Per Share
RPS	994.23	1,005.60	976.32	972.38	905.32	889.92	901.95	6.70%
YoY %	-1.13%	3.00%	0.41%	7.41%	1.73%	-1.33%	-	-
Horiz. %	110.23%	111.49%	108.25%	107.81%	100.37%	98.67%	100.00%	-
EPS	82.36	86.96	82.69	91.20	84.71	86.27	90.95	-6.39%
YoY %	-5.29%	5.16%	-9.33%	7.66%	-1.81%	-5.15%	-	-
Horiz. %	90.56%	95.61%	90.92%	100.27%	93.14%	94.85%	100.00%	-
DPS	105.00	116.83	115.94	104.50	100.00	97.65	100.00	3.30%
YoY %	-10.13%	0.77%	10.95%	4.50%	2.41%	-2.35%	-	-
Horiz. %	105.00%	116.83%	115.94%	104.50%	100.00%	97.65%	100.00%	-
NAPS	9.92	9.89	9.63	10.15	9.96	9.91	9.69	1.57%
YoY %	0.30%	2.70%	-5.12%	1.91%	0.50%	2.27%	-	-
Horiz. %	102.37%	102.06%	99.38%	104.75%	102.79%	102.27%	100.00%	-

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
Adjusted Per Share Value based on latest NOSH - 59,455
RPS	974.25	995.97	974.34	937.37	912.02	895.72	888.31	6.34%
YoY %	-2.18%	2.22%	3.94%	2.78%	1.82%	0.83%	-	-
Horiz. %	109.67%	112.12%	109.68%	105.52%	102.67%	100.83%	100.00%	-
EPS	80.71	86.13	82.52	87.91	85.33	86.83	89.58	-6.70%
YoY %	-6.29%	4.37%	-6.13%	3.02%	-1.73%	-3.07%	-	-
Horiz. %	90.10%	96.15%	92.12%	98.14%	95.26%	96.93%	100.00%	-
DPS	103.16	115.71	115.71	100.74	100.74	98.29	98.29	3.27%
YoY %	-10.85%	0.00%	14.86%	0.00%	2.49%	0.00%	-	-
Horiz. %	104.95%	117.72%	117.72%	102.49%	102.49%	100.00%	100.00%	-
NAPS	9.7207	9.7953	9.6105	9.7846	10.0337	9.9746	9.5434	1.23%
YoY %	-0.76%	1.92%	-1.78%	-2.48%	0.59%	4.52%	-	-
Horiz. %	101.86%	102.64%	100.70%	102.53%	105.14%	104.52%	100.00%	-

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
Price Multiplier on Financial Quarter End Date
Date	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	28/09/07	-
Price	10.50	10.40	10.60	11.60	10.70	11.70	10.90	-
P/RPS	1.06	1.03	1.09	1.19	1.18	1.31	1.21	-8.43%
YoY %	2.91%	-5.50%	-8.40%	0.85%	-9.92%	8.26%	-	-
Horiz. %	87.60%	85.12%	90.08%	98.35%	97.52%	108.26%	100.00%	-
P/EPS	12.75	11.96	12.82	12.72	12.63	13.56	11.98	4.23%
YoY %	6.61%	-6.71%	0.79%	0.71%	-6.86%	13.19%	-	-
Horiz. %	106.43%	99.83%	107.01%	106.18%	105.43%	113.19%	100.00%	-
EY	7.84	8.36	7.80	7.86	7.92	7.37	8.34	-4.03%
YoY %	-6.22%	7.18%	-0.76%	-0.76%	7.46%	-11.63%	-	-
Horiz. %	94.00%	100.24%	93.53%	94.24%	94.96%	88.37%	100.00%	-
DY	10.00	11.23	10.94	9.01	9.35	8.35	9.17	5.94%
YoY %	-10.95%	2.65%	21.42%	-3.64%	11.98%	-8.94%	-	-
Horiz. %	109.05%	122.46%	119.30%	98.26%	101.96%	91.06%	100.00%	-
P/NAPS	1.06	1.05	1.10	1.14	1.07	1.18	1.12	-3.60%
YoY %	0.95%	-4.55%	-3.51%	6.54%	-9.32%	5.36%	-	-
Horiz. %	94.64%	93.75%	98.21%	101.79%	95.54%	105.36%	100.00%	-

	31/03/09	31/12/08	30/09/08	30/06/08	31/03/08	31/12/07	30/09/07	CAGR
Price Multiplier on Announcement Date
Date	27/05/09	19/02/09	10/11/08	21/08/08	28/05/08	27/02/08	21/11/07	-
Price	11.20	10.40	10.50	11.70	11.50	11.00	11.20	-
P/RPS	1.13	1.03	1.08	1.20	1.27	1.24	1.24	-5.99%
YoY %	9.71%	-4.63%	-10.00%	-5.51%	2.42%	0.00%	-	-
Horiz. %	91.13%	83.06%	87.10%	96.77%	102.42%	100.00%	100.00%	-
P/EPS	13.60	11.96	12.70	12.83	13.58	12.75	12.31	6.86%
YoY %	13.71%	-5.83%	-1.01%	-5.52%	6.51%	3.57%	-	-
Horiz. %	110.48%	97.16%	103.17%	104.22%	110.32%	103.57%	100.00%	-
EY	7.35	8.36	7.87	7.79	7.37	7.84	8.12	-6.42%
YoY %	-12.08%	6.23%	1.03%	5.70%	-5.99%	-3.45%	-	-
Horiz. %	90.52%	102.96%	96.92%	95.94%	90.76%	96.55%	100.00%	-
DY	9.38	11.23	11.04	8.93	8.70	8.88	8.93	3.32%
YoY %	-16.47%	1.72%	23.63%	2.64%	-2.03%	-0.56%	-	-
Horiz. %	105.04%	125.76%	123.63%	100.00%	97.42%	99.44%	100.00%	-
P/NAPS	1.13	1.05	1.09	1.15	1.15	1.11	1.16	-1.73%
YoY %	7.62%	-3.67%	-5.22%	0.00%	3.60%	-4.31%	-	-
Horiz. %	97.41%	90.52%	93.97%	99.14%	99.14%	95.69%	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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