matb san, yoroshiku. sorry, not following aji. but you can consider panamy. production of new appliances developed in japan will be transferred to other subsidiairy because of high Japanese Yen. panamy could benefit from this. the price is till cheap
はい。。Japanese companies are supported by very hardworking staff (笑) nao, I know many overseas subsidiariy are more attractive than parents listed on Tokyo stock exchange
Good morning all, Panamy is Excellent counter to hold for long term, being keep since 2008, & top up at year 2012. Receiving Good dividen until now....... :)
You are right! My master bedroom installed Panasonic air-con since 1994, still using until now...... Really 'Good technology' National Panasonic....... Means good to customer; BUT No Good for manufacturer........ 1 time bisness transaction can use for long term. :) ....... FYI, my other house, my parents house, my siblings house ALL use Panasonic products, All really good function.
MCCB@ I just know buy and hold. My previous holding at average 27.22 ( bought from 25 till 29) still hold tight. Saw it shot to 39.90 also dunno unload some except unload very mimimal quantity at 38.20.
久しぶりねraintさ、this is a good time to buy, you can't find any other better timing we are buying now (笑) it makes less money last quarter because of one-off cost to shift production lines, nothing less even IF IT MAKES ONLY 200 sen this year (should be easily achieved), the price should be 36 based on pe 18 (conservative, please check industrial average like aji and dutchlady)
amateurrr san@ agree with u now is time to buy. Aji long term prospect is supported by Aji Vision 2020 to triple profit from current level. Short term prospect is supported by incoming windfall dividend. If not Aji all the while not at PE 20. Dlady high PE is supported by high dividend yield and all the while PE at 20 or more. Panamy case, previously PE always less than 18 and a lot of time below 15 or even 13. Just some input sharing to u. Pls correct me if i m wrong. I m ready anytime to top up Panamy too ^_^
こんにちわmatbさん、はい、そうです you are right about aji and dlady, but panamy has the similar advantages aji: depends on management. some management actively communicate their plans to shareholders. panamy's management is more on "action speaks louder than words" dlady: to get 2200 dividend/year from dlady, you need 55.60. for the same amount of money, you can get 1.748 panamy and get dividend 2430. panamy should be around 35 if you were to get only 2200 dividend (same as dlady) (笑)
amateurr-san, any effect from malaysian ringgit lower value against yen on future prospect of PANAMY? profit margin will be compressed due to competition from local producers of fan and aircond.
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
MATB
609 posts
Posted by MATB > 2016-09-23 16:57 | Report Abuse
Ho Amateurrr San, happy to see u here. Do u have any insight on Ajinomoto ?