Posted by RainT > 2019-11-25 18:28 | Report Abuse

after ex of dividend last time

now the share price climb back

Posted by RainT > 2019-11-26 11:51 | Report Abuse

cash balance reduce some but still high at RM500m

operating cash flow increase

Posted by paperplane > 2019-12-16 17:11 | Report Abuse

wow! wth just happen??

Posted by lching > 2019-12-16 17:13 | Report Abuse

window dressing.

Posted by paperplane > 2019-12-16 17:28 | Report Abuse

LOL

Posted by RainT > 2019-12-16 17:54 | Report Abuse

wow

up RM2.82, who is the buyer, willing to buy at such high price?? haha

hope more up to come

Posted by ChickyWaWa > 2019-12-17 17:38 | Report Abuse

From 37.10, shot up to 39.92, then drop back to 37.10. Syok

Posted by fong7 > 2019-12-17 23:21 | Report Abuse

very syok! hahaha!
obviously, insider buyer and seller, doing nothing to retailers like us, we can only watch.

Posted by techlee229 > 2019-12-20 11:12 | Report Abuse

Panasonic Manufacturing Malaysia Bhd’s net profit fell 9.8% to RM30.79 million in its second financial quarter ended Sept 30, 2019 (2QFY20) from RM34.13 million a year ago, on lower sales in the domestic market for both home appliances and fan products.

Panasonic also attributed the lower quarterly earnings to the reduction in interest income, as well as a share of losses from the associated company of RM1.1 million versus a share of profits of RM1.3 million last year.

As a result, earnings per share fell to 51 sen for 2QFY20 compared with 56 sen for 2QFY19, a bourse filing showed today. Quarterly revenue also declined 6.6% to RM288.59 million from RM308.81 million in 2QFY19.

Posted by lching > 2020-01-22 16:29 | Report Abuse

keep dropping amid low volume

Posted by William Ng > 2020-01-22 23:53 | Report Abuse

still expensive

Posted by paperplane > 2020-01-29 15:25 | Report Abuse

if div still ok, keep it still

Posted by RainT > 2020-02-05 11:12 | Report Abuse

Coming qtr wil be bad ?

keep on slide down

Posted by Winklse188 > 2020-02-09 22:59 | Report Abuse

Panasonic has a home appliance plant in hangzhou, which is now under lockdown.. more opportunities for the manufacturing volume transfer to Shah Alam
And fill Up the capacity, good chance

Posted by fong7 > 2020-02-10 11:40 | Report Abuse

past few days (including today) has quite large sell queue, looks like some institution fund is doing transferring to other institution fund at current price. Since the sell side won't expect retailers to take out that kind of amount, i bet.

Posted by RainT > 2020-02-14 10:00 | Report Abuse

what is the reason share price down recently?

Posted by RainT > 2020-02-14 10:01 | Report Abuse

who is selling at lower price ?

Posted by RainT > 2020-02-17 10:09 | Report Abuse

haha

growth prospect not there??

it shows that u dont do homework on PANAMY

They have acquire land to do expansion

PANAMY style is slow & steady

so less worry and less heart attack

also less time need spend to monitor it

Posted by RainT > 2020-02-17 16:46 | Report Abuse

PANAMY share price drop

the will have idiot come out said PANAMY good for dividend yield at 7%, haha

Posted by apolloang > 2020-02-17 16:49 | Report Abuse

tak apa lah the number 1st prize in 4d.....3719.....hahaha

Posted by icepumpkin > 2020-02-17 20:30 | Report Abuse

So sad keep dropping.

Posted by RainT > 2020-02-18 14:29 | Report Abuse

dont worry

will find it support price soon

have faith in PANAMY

Posted by apolloang > 2020-02-18 14:30 | Report Abuse

better buy the 4d 1st price than buy the stock......hahaha

Posted by RainT > 2020-02-18 15:37 | Report Abuse

who is the idiot keep on sell low?

Posted by icepumpkin > 2020-02-18 16:51 | Report Abuse

I always have faith in panamy. But price drop everyday.

Posted by Fabien "The Efficient Capital Allocater" > 2020-02-18 20:04 | Report Abuse

included Panamy in watchlist

Posted by icepumpkin > 2020-02-18 22:20 | Report Abuse

Dividend still september. So long. If price keep dropping.. so sad.

Posted by wsy5023 > 2020-02-19 10:48 | Report Abuse

Only one way down :(

Posted by RainT > 2020-02-19 11:20 | Report Abuse

who dare to collect now?

raise hand

Posted by wsy5023 > 2020-02-19 11:56 | Report Abuse

Puppy.
The impact of Covid really huge on this one. Sacarsm aside, do u think it's still a good company to invest in?

Posted by RainT > 2020-02-19 12:08 | Report Abuse

PANAMY still a good company

waiting PE down to 15 times first

Posted by remus > 2020-02-19 13:41 | Report Abuse

@PuppyKitten thanks sharing. Can you please comment on below,
as per Sep'19 QR, the company has net cash of 549mil or RM9 per share!
hence the dividend payout > EPS, maybe simply bcoz the company got too much cash?
also, if take RM31 - RM9 = RM22, then the PE is only 13x ?

Posted by wsy5023 > 2020-02-19 13:58 | Report Abuse

Thank you @PuppyKitten
Great sharing!

Posted by wsy5023 > 2020-02-19 14:34 | Report Abuse

Thank you puppy! Btw, is there anyway to contact you or do you have any blog/forum/page? Very interested to learn more from you.

Posted by icepumpkin > 2020-02-19 17:46 | Report Abuse

Sad to hear about panasonic. It is such a good stock before.

Posted by icepumpkin > 2020-02-19 17:46 | Report Abuse

Thanks for sharing.

Posted by fong7 > 2020-02-19 20:28 | Report Abuse

wow, dropped pretty seriously recently.

Posted by remus > 2020-02-20 09:00 | Report Abuse

@PuppyKitten thanks sharing. Chairman got character ya Hhh. But they did increase the payout to 115%~130% next 3 years! I think you are right, likely declare dividend to channel cash back to parent company. Many Japanese & Taiwanese companies seems doing so also.
Another factor is EPF a major shareholder, will want them to declare high dividend to pay us interest also : )

Historically, seems everytime when they declare special dividend then the stock price will rise back.

Posted by remus > 2020-02-20 13:19 | Report Abuse

Oh ya, thanks reminder. Dlady is a good case study. Once cash depleted & can't see the growth prospect .... ppl dump the stock like no tmrw

Posted by mf > 2020-02-23 21:55 | Report Abuse

https://www.hmetro.com.my/utama/2020/02/547659/pengkhianatan-bersatu-segelintir-ahli-pkr

Posted by ongkkh > 2020-02-26 19:45 | Report Abuse

Quarter result is good.....not sure why share price tumble like hell?

Posted by icepumpkin > 2020-02-26 21:31 | Report Abuse

Nowaday many counters qr good but price drop.
I still keep this stock.

Posted by RainT > 2020-02-27 20:49 | Report Abuse

steady revenue and profit

Posted by mf > 2020-02-28 18:53 | Report Abuse

Dow is set to tank again after Thursday's massive tumble on coronavirus fears

Posted by RainT > 2020-03-14 15:28 | Report Abuse

break RM30

Posted by PuppyKitten > 2020-03-18 00:42 | Report Abuse

Back to par value in panic market without hand of intervention. It is hard to say how much its valuation in forum. Goreng up and goreng down always happen.

Posted by enigmatic ¯\_(ツ)_/¯ > 2020-03-18 11:50 |

Post removed.Why?

Posted by enigmatic ¯\_(ツ)_/¯ > 2020-03-22 00:31 | Report Abuse

LOL. My comment got removed.
I really was impressed by the person buying PANAMY at higher prices. PANAMY certainly seems attractive now, with high DY payable by its large cashpile generated by its sustainable boring business.

Posted by mf > 2020-03-22 10:59 |

Post removed.Why?

Posted by ivanlau > 2020-03-23 10:55 | Report Abuse

economic down, property down, spending power down, highly competitive of electronic products.... foresee share price will further down to rm 21.