[PANAMY] QoQ TTM Result on 31-Mar-2010 [#4]

Stock

[PANAMY] PANASONIC MANUFACTURING MSIA

Announcement Date

20-May-2010

Admission Sponsor

Sponsor

Financial Year

31-Mar-2010

Quarter

31-Mar-2010 [#4]

Profit Trend

QoQ- 11.89%

YoY- 30.28%

Quarter Report

4Q10 Bursa [31.03.2010].pdf

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PANAMY's Result

PANAMY's Financial Summary

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YoY %

Horiz. %

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
TTM Result
Revenue	764,791	758,717	729,374	679,764	639,042	603,085	600,188	17.48%
YoY %	0.80%	4.02%	7.30%	6.37%	5.96%	0.48%	-	-
Horiz. %	127.43%	126.41%	121.52%	113.26%	106.47%	100.48%	100.00%	-
PBT	103,834	97,839	88,985	79,318	71,317	62,885	60,893	42.59%
YoY %	6.13%	9.95%	12.19%	11.22%	13.41%	3.27%	-	-
Horiz. %	170.52%	160.67%	146.13%	130.26%	117.12%	103.27%	100.00%	-
Tax	-21,020	-19,193	-16,746	-14,469	-13,360	-11,050	-11,107	52.82%
YoY %	-9.52%	-14.61%	-15.74%	-8.30%	-20.90%	0.51%	-	-
Horiz. %	189.25%	172.80%	150.77%	130.27%	120.28%	99.49%	100.00%	-
NP	82,814	78,646	72,239	64,849	57,957	51,835	49,786	40.25%
YoY %	5.30%	8.87%	11.40%	11.89%	11.81%	4.12%	-	-
Horiz. %	166.34%	157.97%	145.10%	130.26%	116.41%	104.12%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
NP to SH	82,814	78,646	72,239	64,849	57,957	51,835	49,786	40.25%
YoY %	5.30%	8.87%	11.40%	11.89%	11.81%	4.12%	-	-
Horiz. %	166.34%	157.97%	145.10%	130.26%	116.41%	104.12%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Tax Rate	20.24%	19.62%	18.82%	18.24%	18.73%	17.57%	18.24%	-
YoY %	3.16%	4.25%	3.18%	-2.62%	6.60%	-3.67%	-	-
Horiz. %	110.96%	107.57%	103.18%	100.00%	102.69%	96.33%	100.00%	-
Total Cost	681,977	680,071	657,135	614,915	581,085	551,250	550,402	15.31%
YoY %	0.28%	3.49%	6.87%	5.82%	5.41%	0.15%	-	-
Horiz. %	123.91%	123.56%	119.39%	111.72%	105.57%	100.15%	100.00%	-
								-
YoY %	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	-	-
Horiz. %	-	-	-	-	-	-	-	-
Net Worth	639,266	664,798	633,621	626,402	614,889	604,268	601,646	4.11%
YoY %	-3.84%	4.92%	1.15%	1.87%	1.76%	0.44%	-	-
Horiz. %	106.25%	110.50%	105.31%	104.11%	102.20%	100.44%	100.00%	-

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
Dividend
Div	73,648	73,648	73,836	73,836	63,746	63,746	63,624	10.21%
YoY %	0.00%	-0.25%	0.00%	15.83%	0.00%	0.19%	-	-
Horiz. %	115.76%	115.76%	116.05%	116.05%	100.19%	100.19%	100.00%	-
Div Payout %	88.93%	93.64%	102.21%	113.86%	109.99%	122.98%	127.80%	-
YoY %	-5.03%	-8.38%	-10.23%	3.52%	-10.56%	-3.77%	-	-
Horiz. %	69.59%	73.27%	79.98%	89.09%	86.06%	96.23%	100.00%	-

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
Equity
Net Worth	639,266	664,798	633,621	626,402	614,889	604,268	601,646	4.11%
YoY %	-3.84%	4.92%	1.15%	1.87%	1.76%	0.44%	-	-
Horiz. %	106.25%	110.50%	105.31%	104.11%	102.20%	100.44%	100.00%	-
NOSH	60,709	61,102	60,287	61,412	61,122	62,360	59,510	1.33%
YoY %	-0.64%	1.35%	-1.83%	0.47%	-1.99%	4.79%	-	-
Horiz. %	102.01%	102.68%	101.31%	103.20%	102.71%	104.79%	100.00%	-

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
Ratio Analysis
NP Margin	10.83%	10.37%	9.90%	9.54%	9.07%	8.59%	8.30%	-
YoY %	4.44%	4.75%	3.77%	5.18%	5.59%	3.49%	-	-
Horiz. %	130.48%	124.94%	119.28%	114.94%	109.28%	103.49%	100.00%	-
ROE	12.95%	11.83%	11.40%	10.35%	9.43%	8.58%	8.27%	-
YoY %	9.47%	3.77%	10.14%	9.76%	9.91%	3.75%	-	-
Horiz. %	156.59%	143.05%	137.85%	125.15%	114.03%	103.75%	100.00%	-

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
Per Share
RPS	1,259.76	1,241.71	1,209.83	1,106.89	1,045.52	967.10	1,008.55	15.93%
YoY %	1.45%	2.64%	9.30%	5.87%	8.11%	-4.11%	-	-
Horiz. %	124.91%	123.12%	119.96%	109.75%	103.67%	95.89%	100.00%	-
EPS	136.41	128.71	119.82	105.60	94.82	83.12	83.66	38.40%
YoY %	5.98%	7.42%	13.47%	11.37%	14.08%	-0.65%	-	-
Horiz. %	163.05%	153.85%	143.22%	126.23%	113.34%	99.35%	100.00%	-
DPS	120.00	120.00	122.47	120.23	104.29	102.22	106.91	7.98%
YoY %	0.00%	-2.02%	1.86%	15.28%	2.03%	-4.39%	-	-
Horiz. %	112.24%	112.24%	114.55%	112.46%	97.55%	95.61%	100.00%	-
NAPS	10.53	10.88	10.51	10.20	10.06	9.69	10.11	2.74%
YoY %	-3.22%	3.52%	3.04%	1.39%	3.82%	-4.15%	-	-
Horiz. %	104.15%	107.62%	103.96%	100.89%	99.51%	95.85%	100.00%	-

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
Adjusted Per Share Value based on latest NOSH - 61,412
RPS	1,259.00	1,249.00	1,200.70	1,119.03	1,051.99	992.80	988.03	17.48%
YoY %	0.80%	4.02%	7.30%	6.37%	5.96%	0.48%	-	-
Horiz. %	127.43%	126.41%	121.52%	113.26%	106.47%	100.48%	100.00%	-
EPS	136.33	129.47	118.92	106.75	95.41	85.33	81.96	40.25%
YoY %	5.30%	8.87%	11.40%	11.89%	11.81%	4.11%	-	-
Horiz. %	166.34%	157.97%	145.10%	130.25%	116.41%	104.11%	100.00%	-
DPS	121.24	121.24	121.55	121.55	104.94	104.94	104.74	10.21%
YoY %	0.00%	-0.26%	0.00%	15.83%	0.00%	0.19%	-	-
Horiz. %	115.75%	115.75%	116.05%	116.05%	100.19%	100.19%	100.00%	-
NAPS	10.5236	10.9439	10.4307	10.3119	10.1223	9.9475	9.9043	4.11%
YoY %	-3.84%	4.92%	1.15%	1.87%	1.76%	0.44%	-	-
Horiz. %	106.25%	110.50%	105.31%	104.12%	102.20%	100.44%	100.00%	-

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
Price Multiplier on Financial Quarter End Date
Date	30/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	-
Price	18.50	19.56	17.98	14.60	12.52	12.54	11.90	-
P/RPS	1.47	1.58	1.49	1.32	1.20	1.30	1.18	15.73%
YoY %	-6.96%	6.04%	12.88%	10.00%	-7.69%	10.17%	-	-
Horiz. %	124.58%	133.90%	126.27%	111.86%	101.69%	110.17%	100.00%	-
P/EPS	13.56	15.20	15.01	13.83	13.20	15.09	14.22	-3.11%
YoY %	-10.79%	1.27%	8.53%	4.77%	-12.52%	6.12%	-	-
Horiz. %	95.36%	106.89%	105.56%	97.26%	92.83%	106.12%	100.00%	-
EY	7.37	6.58	6.66	7.23	7.57	6.63	7.03	3.18%
YoY %	12.01%	-1.20%	-7.88%	-4.49%	14.18%	-5.69%	-	-
Horiz. %	104.84%	93.60%	94.74%	102.84%	107.68%	94.31%	100.00%	-
DY	6.49	6.13	6.81	8.24	8.33	8.15	8.98	-19.41%
YoY %	5.87%	-9.99%	-17.35%	-1.08%	2.21%	-9.24%	-	-
Horiz. %	72.27%	68.26%	75.84%	91.76%	92.76%	90.76%	100.00%	-
P/NAPS	1.76	1.80	1.71	1.43	1.24	1.29	1.18	30.44%
YoY %	-2.22%	5.26%	19.58%	15.32%	-3.88%	9.32%	-	-
Horiz. %	149.15%	152.54%	144.92%	121.19%	105.08%	109.32%	100.00%	-

	31/12/10	30/09/10	30/06/10	31/03/10	31/12/09	30/09/09	30/06/09	CAGR
Price Multiplier on Announcement Date
Date	10/02/11	29/11/10	17/08/10	20/05/10	24/02/10	19/11/09	19/08/09	-
Price	18.10	18.60	19.48	16.74	12.80	12.38	12.80	-
P/RPS	1.44	1.50	1.61	1.51	1.22	1.28	1.27	8.71%
YoY %	-4.00%	-6.83%	6.62%	23.77%	-4.69%	0.79%	-	-
Horiz. %	113.39%	118.11%	126.77%	118.90%	96.06%	100.79%	100.00%	-
P/EPS	13.27	14.45	16.26	15.85	13.50	14.89	15.30	-9.02%
YoY %	-8.17%	-11.13%	2.59%	17.41%	-9.34%	-2.68%	-	-
Horiz. %	86.73%	94.44%	106.27%	103.59%	88.24%	97.32%	100.00%	-
EY	7.54	6.92	6.15	6.31	7.41	6.71	6.54	9.92%
YoY %	8.96%	12.52%	-2.54%	-14.84%	10.43%	2.60%	-	-
Horiz. %	115.29%	105.81%	94.04%	96.48%	113.30%	102.60%	100.00%	-
DY	6.63	6.45	6.29	7.18	8.15	8.26	8.35	-14.21%
YoY %	2.79%	2.54%	-12.40%	-11.90%	-1.33%	-1.08%	-	-
Horiz. %	79.40%	77.25%	75.33%	85.99%	97.60%	98.92%	100.00%	-
P/NAPS	1.72	1.71	1.85	1.64	1.27	1.28	1.27	22.34%
YoY %	0.58%	-7.57%	12.80%	29.13%	-0.78%	0.79%	-	-
Horiz. %	135.43%	134.65%	145.67%	129.13%	100.00%	100.79%	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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