Posted by amateurrr > 2016-12-09 09:43 | Report Abuse

おはよう、that was bad. most of my orders did not match yesterday ...
optimusさん、I don't know but the company uses some hedging tools.
margin will not be compressed because of competition, have you seen LV lowering their price to compete with china-made counterfeits? brand and quality is primary

Posted by optimus9199 > 2016-12-09 11:58 | Report Abuse

TQ amateurr-san , i will wait further for panamy prices to go down below RM 30.00 before buying, now market is weak

Posted by MATB > 2016-12-09 12:38 | Report Abuse

not so easy to come down further unless desparate seller

Posted by Yip2880 > 2016-12-09 22:44 | Report Abuse

Down another 0.10 cts

Posted by hewusana > 2016-12-10 14:06 | Report Abuse

I think some Panasonic Malaysia product sent to oversea : middle east and Europe

Posted by hewusana > 2016-12-10 14:54 | Report Abuse

Before July 16 about RM 30...

Posted by Ck Wong > 2016-12-11 12:00 | Report Abuse

one-off cost to shift production lines actually is incur on q1, not in q2. it didnt mention in q2 result.

Posted by Ck Wong > 2016-12-11 12:02 | Report Abuse

see section "(b) Current Year to Date vs Last Year to Date" in q2 report.

Posted by klee > 2016-12-11 12:21 |

Post removed.Why?

Posted by mindful > 2016-12-12 12:54 | Report Abuse

Profitable company subject to Japan HQ policies and keen competition all around. Excellent revenue and profit in FYE2016. Valuation yet attractive.

Posted by MATB > 2016-12-15 16:21 | Report Abuse

Hi Amateurrr San, hope u have bagged in some Panamy. Low liquid counter, not so easy to get cheap with good quantity.

Posted by MATB > 2016-12-19 11:46 | Report Abuse

Once Aberdeen and Mitsubishi stop selling, the trend will reverse.
跌无可跌了

Posted by MATB > 2016-12-22 09:27 | Report Abuse

top up 32.00 100 unit @@@

Posted by MATB > 2016-12-22 15:06 | Report Abuse

31.80 200 unit

Posted by Yip2880 > 2016-12-23 15:50 | Report Abuse

Selling in Panamy continues ... haiz ......

Posted by abangadik > 2016-12-23 15:53 | Report Abuse

ex dividend biasala :D

Posted by hewusana > 2016-12-26 11:54 | Report Abuse

May be next year up, Because the product for more for 1st quarter 2017

Posted by Yip2880 > 2016-12-28 12:19 | Report Abuse

MATB, now you can top up even cheaper coz continuing to going down

Posted by Yip2880 > 2016-12-28 12:20 | Report Abuse

Amateurr San, you should be able to get lower than your preferred price coz it is sliding down continuously

Posted by Yip2880 > 2016-12-28 12:21 | Report Abuse

I am thinking of selling even though losing a lot

Posted by MATB > 2016-12-28 14:18 | Report Abuse

Yip2880, buy low is better than chase high. Why run. Price down is good than price up

Posted by Yip2880 > 2016-12-28 15:33 | Report Abuse

Still it shouldn't keep going down like this. Something is not right here

Posted by MATB > 2016-12-28 15:57 | Report Abuse

low liquid + desparate seller

Posted by fong7 > 2016-12-29 10:27 | Report Abuse

added some at 31.18.
will add more if below 28.

Posted by MATB > 2016-12-29 15:33 | Report Abuse

30.90 ^_^

Posted by Yip2880 > 2016-12-29 15:49 | Report Abuse

Further falls ....

Posted by MATB > 2016-12-29 16:38 | Report Abuse

2017, counter to hentam is Panamy ^_^

Posted by Yip2880 > 2016-12-29 16:39 | Report Abuse

Like there's no brake

Posted by MATB > 2016-12-29 16:45 | Report Abuse

U see from 30 to 39.90 there was also no brake and the up is just within 1 month.
these few years, Panamy big up and big down, minor factor is profit + dividend.
But Major factor is Big 3 issue : EPF, Aberdeen, Mitshubishi.

Posted by Yip2880 > 2016-12-29 22:09 | Report Abuse

Which means ....

Posted by MATB > 2016-12-29 23:18 | Report Abuse

few years back, Panamy PE more than 20 and pay out nearly 100% as dividend. Its valuation is comparable to current Dlady and Nestle. Its share price and PE huge dived to low level after its dividend payout cut to 50%. ( pls correct me if i m wrong, i just hold panamy for only 1 year )

EPF hold 6.74%, Aberdeen 12.41%, Mitsubishi 8.4% (2016 annual report). From the bursa announcement, price huge up normally accompanied with these big 3 share acquisition. Down also becoz of their disposal.

Big down is good chance. Nothing wrong in the company. Company is still expanding. Temporary result down is normal

Posted by MATB > 2016-12-29 23:21 | Report Abuse

Maybe this big 3 2016 result is too good and they need to bring down their 2017 benchmark level. Lets see what will happen in 2017. Up or down is also good news

Posted by optimus9199 > 2016-12-29 23:23 | Report Abuse

Patiently waiting to collect at RM 28.00

Posted by hewusana > 2017-01-01 15:23 | Report Abuse

Or at RM25

Posted by hewusana > 2017-01-01 15:23 | Report Abuse

Year at this level..

Posted by hewusana > 2017-01-02 12:22 | Report Abuse

But i think is good company for long term investment

Posted by MCC8 > 2017-01-06 17:40 | Report Abuse

Panamy is an Excelent counter for me. The share price : Up Up, Down Down, up down, down up. Perkara biasa

Posted by MCC8 > 2017-01-06 17:46 | Report Abuse

Being holding since 2008 until now. I am observing the Panamy share prices from RM 12++ , years later become RM 20++, in the year 2016 become RM 30++. In the future, will it become RM ?? . Let us wait & see...... :)

Posted by ktsk88 > 2017-01-07 08:50 | Report Abuse

MCCB, you're right................Panamy from my 1st purchase 11.80 until 26.00 that i get my 2nd purchase and now 30++.

Didn't sell when it was 39.80.................but no regret.

Yearly dividends and capital appreciation.

Posted by ktsk88 > 2017-01-07 08:56 | Report Abuse

Those desperate sellers are Mitsubishi/Aberdeen /EPF.

Posted by MATB > 2017-01-12 20:57 | Report Abuse

U-Turn ....

Posted by Yip2880 > 2017-01-17 16:00 | Report Abuse

And u-turn again

Posted by MATB > 2017-01-17 22:15 | Report Abuse

坐定定 不要惊

Posted by fong7 > 2017-01-26 16:38 | Report Abuse

FF continues selling...

Posted by hewusana > 2017-01-31 08:31 | Report Abuse

Will it go up record high RM 50?

Posted by savyinvestor > 2017-02-07 12:07 | Report Abuse

stupid those selling. I have been accumulating it. Manufacturing is doing extremely well in Q4 2016. Get ready to see impressive results for Panasonic

http://www.thestar.com.my/business/business-news/2017/02/02/malaysia-manufacturing-pmi-highest-in-20-months-nikkei/

http://www.ibtimes.sg/singapore-sipmm-manufacturing-pmi-rises-26-month-high-sgd-rises-7158

Posted by amateurrr > 2017-02-08 09:03 | Report Abuse

皆さん、お早う　^_^　久しぶり、お元気ですか？
I hope you people have collected enough for the next upleg （笑）

Aberdeen & Mitsubishi UFG has been reducing their stakes gradually because they are following fund outflows from emerging markets caused higher interest rates in the US. They have been doing this since 2015 and they are also actively reducing their stakes in another company (United Plantations). On the contrary, EPF increased their stakes during this period

Posted by Yip2880 > 2017-02-08 11:37 | Report Abuse

Is there really going to be another rally soon?

Posted by ktsk88 > 2017-02-08 12:50 | Report Abuse

all foreign funds are practically reducing their stakes since last year in all listed stocks here. so it is good too and let the vacuum for local funds to take over and build a solid price for that particular stocks rather than falling like a dominoes as happened in the 19xx.

Posted by amateurrr > 2017-02-08 17:16 | Report Abuse

（笑）