PANASONIC MANUFACTURING MSIA

KLSE (MYR): PANAMY (3719)

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Last Price

18.22

Today's Change

0.00 (0.00%)

Day's Change

18.22 - 18.30

Trading Volume

3,100

Discussions
8 people like this. Showing 50 of 1,199 comments

4ever5

Hi JamesBond. Thanks for pointing out. first of all, your first intention to drop comment in Panamy, does it mean you are interest in this company? else there are 900+ other company for your choice.
I will share what i know about panamy. Panamy is mainly focus on LSAC and HVAC product only. You mentioned about smartphone, TV, washing machine, air conditioner/ purifier. Non of them are related to Panamy. Key product from Panamy is Vacuum cleaner, bathroom water heater and fan. so far, they are still the market leader for water heater and the fan especially their KDK ceiling fan ( KDK is actually owned by panasonic).
In the past 3 years, Panamy revenue was affected by covid, flood incident and follow by the termination on rice cooker. this resulted the revenue dropped and lead to stock price drop from $30 to $18. That is why, my own opinion that now it is reflecting undervalue in the stock price because the revenue and profit has been improving Y-o-Y. and the restructing operation has done. having say that, now it provide a more clear outlook, with a better dividend return and also potential price return to $25-30. it is about the risk and reward, those who has higher risk appetite, can go for datacenter theme and chase high. for those low risk investor, Panamy is a safer and defensive stock with potential capital gain.

2024-06-01 19:32

4ever5

Apologize for the long comment. but i hope those who interest in Panamy and still new to Panamy can have a quick understanding of Panamy with my comment above. Stay happy investing =D

2024-06-01 19:34

invest8912

I will sell before dividend ex date. Most of the time, it drops a few ringgit after ex-date.

2024-06-01 23:00

dompeilee

Chart-wise, the stock looks set to rise more or less consistently UP till the last week b4 ex-dividend!🤗

2024-06-04 09:56

James_Bond

4ever5, as you mentioned, xiaomi also selling the above mentioned products, better quality than Panasonic. Of course, I could control the xiaomi products even if I m overseas as long as it is connected to my xiaomi WiFi at home. The outdated ecosystem is the main reason why me and most of the investors disappointed with Panasonic! Panasonic is designed to fail and nokia-ed if it doesn’t change!

2024-06-04 14:35

4ever5

Okay, perhaps we are just different type of investor with diff risk appetite.
10-20% annual return is huge return to me, but might not be for others. As long as we consistently beat the market and FD. we are winner.

2024-06-04 21:52

dompeilee

Xiaomi = China made = shiny on outside, but low quality on inside(expect flaking, rusting & rapid deterioration over mere months)...Looks like someone has a licence to LOSE OUT as Panamy touches $21, albeit briefly, today!🙆👍✌

2024-06-05 10:39

invest8912

The competitions not just from Xiaomi, most of my friends have been switching to local made fans which cost half of Panamy fans. After ex dividend, it will stay below RM20 for a long time.

2024-06-05 11:18

ooihk899

I did check with a few electrical appliance shop n my own electrician recently.
They told me the best fan is still Panasonic n KDK. Less defect n complaint
also more long lasting.

2024-06-05 11:50

dompeilee

BOYCOTT China-made! Xiaomi, Shein etc etc....all made from poisonous, poor quality, harmful materials!

2024-06-06 09:30

dompeilee

This Sooorrrrhaaaiii EPF always caught selling copiously near 52-week lows...sama sama in DLady, Oriental, YTL, YTLPower etc

2024-06-07 10:17

ooihk899

B4 covid, EPF also sell starting Takaful when it is 3++. It went up to 7.
EPF also start selling Utdplt @14+, holding drop from 9% to 5++%.
What happen to UP now, shoot up to RM 25?
So we have to wait until EPF pare its holding to 5++%,
then Panamy will 🚀. Might take more than a year at least.😁

2024-06-07 10:43

dompeilee

BOUGHT more Panamy @ $20.08 to enjoy the 6.7% dividend yield by the beginning of 2025, one of the HIGHest, if not the highest, among blue chips!

2024-06-19 09:11

dompeilee


Fair value is between $23 & $26.50. On close observation, it's fairly obvious that the shares are gradually moving from b0d0h hands to smart hands!

2024-06-21 10:56

James_Bond

Don’t be fool by the news! In the future, xiaomi electric will take over the market share! Xiaomi has the ecosystem, all in one touch, starting from smartphone, TV, washing machine, air conditioner/ purifier till Xiaomi car!

PM of Malaysia welcoming China to invest more in Malaysia! Soon, panamy business will face huge competition from Xiaomi and others!

Be careful when you invest in Panamy, sunset business!

2024-06-21 12:04

James_Bond

Has been watching this Dompeilee! Foo-lish person buying Genting at 6+ and then crashing down to 2.99! Now, genting yet to recover back to 6+! Still dare you to talk 3 talk 4 here! Goodness!

2024-06-21 12:06

James_Bond

Dompeilee, didn’t you see xiaomi share price rocketing up, did you?! Dare you don’t know! “Katak di bawah tempurung!”

2024-06-21 12:07

James_Bond

Dompeilee is blind and doesn’t see and witness many local companies facing high competitions from China companies!

2024-06-21 12:16

James_Bond

It will get worse once Malaysia signing up “BRICS” with China!

2024-06-21 12:18

James_Bond

What will happen next once BRICS signed? More China made items such as xiaomi etc selling to Malaysia! Panamy could try to sell to China but sorry to say, we prefer Xiaomi due to the friendly ecosystem! Haha.

2024-06-21 12:22

James_Bond

Once profits dropping, I shall see how Panamy going to pay high dividends to share holders… for sure, the dividends gonna be lesser, maybe none!

2024-06-21 12:26

James_Bond

Luckin coffee from China is coming to Malaysia… many more companies from China will come over… gonna be very competitive for panamy!

2024-06-21 14:31

dompeilee

This james_one_(fool)_BORN_every_minute is a chinaman whose regime produces low-quality inferior shiny-on-outside-rusting-on-inside goods. Globally ppl are wiser now, avoiding China-made unless they are poor & can't afford except to shop in Walmart. james_BOMBed's track record predicting Petron's price direction FAIL majorly, selling @ 4.90 instead of waiting like me to sell @ 5.19 on day b4 ex-dividend. No use wasting energy on such fools. BTw, better cover back your SHORT position...now up 20c & you're losing again despite trying your best to talk the stock DOWN!😆 'Nuff said!

2024-06-21 15:21

ooihk899

Aiyo, Bon-Bon chai why so many post ar. So desperate ar?
Wan the price go down easy ma. You short 1M share at RM 16 lo.😁😂🤣
Aiyoyo, or you already short @ lower price😭 now wan to buy back kah?🤣

2024-06-21 15:38

James_Bond

Shameless Ooi is the same as Dompeilee, same person with different account in i3! Are you demented? Wasting my effort to help you all… goodness! This forum is so toxic!

2024-06-24 09:42

James_Bond

Dompeilee, I bought PetronM earlier than you! Guess you followed me and claimed PetronM was your success! Dompeilee, you r very great in stealing thunders from others, shame on you! Btw, changed PetronM to Tech stocks and hv earned hugely compared to holding on to PetronM! LOL for shameless Dompeilee, LOL for Dompeilee who miss the opportunity to ride the tech upcycles! LOL! And you leading your believers to doomsday of PetronM trading at 4.65 now, crashing from 5.10 to 4.65! LOL!

2024-06-24 10:10

ooihk899

Aiyoyo!!! Bon Bon boy, angry ar? Show off you better ar?
If Toxic go to other forum lo. Don't come here.
Why PetronM forum ppl no like you kah?😱
Have to come here show off your PetronM ar?😁😆🤣

2024-06-24 10:16

James_Bond

I believe Ooi losing money till going crazy now! You better go and seek doctor advice and treatment!

2024-06-24 16:23

James_Bond

Very soon Panamy will go below 20…

2024-06-24 16:23

Junichiro

From the lens of Elliott wave, yes it is likely to go below 20.

2024-06-24 16:27

Junichiro

Those big sharks can easily manipulate the price since Panasonic is an illiquid stock

2024-06-24 16:30

ooihk899

Aiyoyo, Bon Bon boy angry wor, now curse ppl wor!😎
Run to mommy Jun Jun girl for help is it? From lens of what wave?
Oh I see it's Ediot wave, so today closing below 20 is it?😎
So 20.1 is below 20 is it? 🤣
Wan to buy cheap is it? Tell me la, I sell you cheap cheap.

2024-06-24 17:18

Lysaaaaaa

Best time ever to invest more whilst it’s underpriced 💎

2024-06-25 00:16

dompeilee

Bob Prechter Elliot wave guru called for SELL on the Dow @ 4000 points in 1994. Now the Dow is how much???😂

2024-06-26 15:16

dompeilee

Lucky me : Q @ 20.02 on a whim this morning & bought 500 shares, switching from Orient which I SOLD @ the open match 6.87 on ex-dividend day!

2024-06-27 20:18

James_Bond

You should know what to do when uncivilized person texting in the forum… uncivilized people most likely lead others to holland… and copy smart investors buy call and stealing thunder away from them…

2024-07-02 15:57

James_Bond

Panamy crashing to 19.98! Serve you right for not listening.

2024-07-02 15:59

dompeilee

Serves me right? 🤣🤣🤣 I am MOST HAPPY holding on & adding to my Panamy holdings for the 6.8% total annual div yield! Q-ing MORE @ 20.00 to BUY!

2024-07-04 14:34

zzprozaz

Post removed.Why?

2024-07-10 08:31

James_Bond

Uncivilized persons would rock the boat and bring you to Holland and thus submerging in the ocean… Serve you right for not listening!

2024-07-12 15:46

dompeilee

Bought MORE @ $19.94...6.8%+ dividend yield by Jan '25! YummmMMMM!!!😘

2024-07-15 15:29

4ever5

Current Market cap 1100mil, cash on hand 550mil. 😊

2024-08-02 23:15

James_Bond

Face the musics of pain for not listening!

2024-08-05 10:58

speakup

Ni semua pasal Pmx. Focus on Palestine instead of Malaysia. Pmx undurlah!

2024-08-05 11:22

James_Bond

Now, you should know who is your friend and your foe… It is very clear! Listen to uncivilized person would bring you to hell!

2024-08-05 17:38

James_Bond

Pushing the blame to PMX is unwise, no difference from uncivilized people!

2024-08-05 17:40

James_Bond

I m right again!

2 months ago

Asia88

door gift received?

1 month ago

mf

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1 month ago

AnakinSharewalker

JamesBond, you are full of yourself. You talk about uncivilized, you're the uncivilized fool

4 days ago

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