PANAMY (3719) Overview - PANASONIC MANUFACTURING MSIA

Q4 usually is a weak Quarter for Panamy. let's hope it has YoY growth, with better finance income and absence of restructing cost.
Regarding the new water-related product, anyone has information about this?

1 month ago

kimchuant8

Final dividend rm1.21

4 weeks ago

Finally QR released! meet my expectation definitely! FY2024 would be an improvement of 55% compare to FY2023 if we exclude the one-time insurance claim in FY2023 amounting $22m due to flood incident. Dividend also increases compare to FY2023. near to 7% dividend.
Keep this stock like you put it into FD, but with higher dividend yield and potential capital gain. The chances for this stock to drop further is really low.
i hope this stock keep low profile like this to allow me collect more.

4 weeks ago

EngineeringProfit

Interesting

4 weeks ago

dompeilee

SOLD 2/3 of my Panamy stake @ $21.15 average(since my cost has been dragged down to $20.40), knowing that the price will overadjust on the downside on the ex-divvy date tomorrow....Thanks for 765 days in a row of at least one capital gain...on a special Anniversary!

2023-09-06 16:40

Bought BACK the Panamy I SOLD @ $21.15 just b4 the last Sep ex-divvy for $20.20 to catch the NEXT dividend!!!🤗

4 weeks ago

4 weeks ago

Panasonic sunset business soon!

4 weeks ago

Aiyoyo Bond Bond boy, your house got full set of Xiaomi appliances ar?
Your EV also Xiaomi ar? Can show us or not?
Xiaomi or How Siaw mi? 😄😁😂🤣

4 weeks ago

Hello, smart investors look to the future! If you don’t look to the future, your investments are destined to fail! I m staying in Shanghai, my house equipped with all xiaomi devices including my SU7 car! Haha!

4 weeks ago

Aiyoyo, we got a Smart Bond Bond Boy here lo!!!😛😜😝
Show us the picture la, Bon Bon Boy dun just TKLSS.
Smart investor why no goreng ShangHai stock, in KLSE for what?
Want to buy lo sell Hi is it? 😆😁🤣

4 weeks ago

Ooi please buy more and face the music for not listening!

4 weeks ago

Not sure what is your trading technique… ppl should hv bought this share at 17+ for bottom fishing and sell above 20! Buy above 20 gonna place you at point without safety margin!

4 weeks ago

How did you know I bought at 20???🤣🤣🤣
You use How Xiao tech to check my buy in price is it? Wakakakaka.
He thought all waterfish like him, now only want to chase just like him?
Wakakaka.😆😁😂🤣

4 weeks ago

ivanlau

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Stock: [PANAMY]: PANASONIC MANUFACTURING MSIA

1 month ago | Report Abuse

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ivanlau

Today closing 18.04, consider undervalue now . It is time to enter ..........

2023-10-05 18:24
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Today closing 19.54 !!!
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Today closing 20.20 !!!

4 weeks ago

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.

3 weeks ago

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

3 weeks ago

invest8912

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

3 weeks ago

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

3 weeks ago

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!

3 weeks ago

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.

3 weeks ago

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!🙆👍✌

3 weeks ago

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.

3 weeks ago

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.

3 weeks ago

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

3 weeks ago

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

3 weeks ago

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.😁

3 weeks ago

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!

1 week ago

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!

1 week ago

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!

1 week ago

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!

1 week ago

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

1 week ago

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

1 week ago

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

1 week ago

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.

1 week ago

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!

1 week ago

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

1 week ago

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!

1 week ago

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?🤣

1 week ago

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!

5 days ago

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!

5 days ago

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?😁😆🤣

5 days ago

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

4 days ago

Very soon Panamy will go below 20…

4 days ago

Junichiro

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

4 days ago

Junichiro

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

4 days ago

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.

4 days ago

Lysaaaaaa

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

4 days ago

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

3 days ago