Mark Siow's comment on PANAMY. All Comments

Mark Siow
5 Like · Reply
Panasonic想怎样?真的想一路去到南极?
JENSEN T
真的让人伤痕累累,买18,跳车14都很伤了。。。那知道原来那已经算是庆幸了。
Like · 2 months · translate
Mark Siow
决定陪它去南极。。。。。。
Like · 2 months · translate
Ee Hian Tang
正確选择。再跌有限,公司現金多股票数量少,是最大的優点。現在跌的多,等反弾上昇也快。
Like · 2 months · translate
Mark Siow
分批!内心已经有点位,不会乱加。。。。
1 Like · 2 months · translate
Gerbilg Rat
需要等专机再来找进场点
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Gerbilg Rat
看回自己的记录,刚好一年前在19.1和20价位跳车,真的是…
1 Like · 2 months · translate
Mark Siow
这种鸡精型的股票,跌的时候很恐怖,起的时候也不等人的,所以自己agak agak咯。。。。
Like · 2 months · translate
Mark Siow
每股现金7.82,打算跌破7.82?日本货变到那么贱?不会吧!!!!
Like · 3 weeks · translate
Gerbilg Rat
Can see cannot touch
Like · 3 weeks · translate
Mark Siow
要改行做AV产业才能重振雄风咯。。。。
1 Like · 3 weeks · translate
Mark Siow
Pxnxsonic打算在南极设厂!现在在建厂中。。。。。
1 Like · 3 weeks · translate
Gerbilg Rat
北极也有! 还要去月球和火星!
Like · 2 weeks · translate
Tiawhong Chua
一路往南走,何时飘向北方?
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Mark Siow
我收到最新消息,它们打算在地狱建厂,现在开始打地基了。。。。
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Ashley Ma
嗯。很好。非常好。侍目以持。
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Seng Yi Jong
哈哈。黑白WC会是新员工吗?
Like · 2 weeks · translate
Mark Siow
马股最近喜欢搞私有化,panamy这样来跌,股价已经跌破每股现金7.8以下,如果跌破7块,我看panamy就可以直接用8块多低价私有化panamy, epf已经陆续跑路,但是我不确定它们有没有亏,但是之前散户如果在10几20块买入的,我看基本上就肯定成为韭菜的了,所以如果有天panamy暂停交易肯定就是要宣布私有化,割散户韭菜了。。。。。
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Like · 6 days · translate
Tat Wai Wong
this share less 私有化 de,if i big shareholder for this share,pump more dividend,less some bussines running,also ok de,take more director fee and friends director another,maybe can plan another win money planing,win win.......this buseiness near die finish de,have little same bat,but this good little some with bat only....私有化 not play lai that de,dun see cash more only,big shareholder party not play lai that de.....if u choose,u say me plan take money more or u say 私有化 more take more money in this share...........
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Like · 6 days · translate
Mark Siow
tak tahu lu cakap apa lah! ur English too rojak, only lu faham only.......
1 Like · 6 days · translate
Tat Wai Wong
if u known,u will add knownleage,dun known dun known lo.........sorry disturb u writting more,if u english good,go to school la,this place is win money de........Thank You
Like · 6 days · translate
Gerbilg Rat
What is the point of privatization Panamy?
Like · 6 days · translate
Mark Siow
1)业绩下滑 → 趁低价私有化成本更低

PANAMY 的盈利多年下滑,EPS 从 RM2.x 掉到 RM0.6–0.7。
估值下降、市场信心薄弱,股价长期在低位。

越便宜的股价 → 母公司越容易用低成本买回。


2)流通盘小 + 散户比例低 → 容易“吃干净”

母公司 47%

机构(EPF、KWAP)也开始卖

散户只有 25% 左右


流通股不多,大股东稍微出手就能达到 75% 私有化门槛。

3)母公司全球收缩家电制造业务 → 想整合成本

Panasonic 日本正在全球:

关闭工厂

缩减家电线

集中生产基地


PANAMY 作为海外制造子公司,
退市可以降低行政成本、加速整合,也方便未来退出马来西亚业务。


4)现金充足、负债少 → 买回便宜、容易

PANAMY 手上大量现金、零负债,
母公司只需一点点资金就能收购剩余股权。

对母公司而言:风险低、成本低、难度小、回报高。
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Like · 6 days · translate
Tat Wai Wong
u say is book teach and write only,trust world big shareholder not play lai that games,if u talk lai that so many big shareholder also need private or reducing capital lo.......so many small share holder all search this kind share enough lo,u try collection more this kind share,i feel u will die de,no need 5 years,i see u next time scare collection.....
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Like · 6 days · translate
Tat Wai Wong
u start at now,how many years and have how many share in ur hand is private or reducing capital share chance first?dun waste time at this kind words,if u true learning and i have time talk,but important is u true need learning only,didint dun waste time,do u have need thing more good la,dun talk syok at days la........
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Like · 6 days · translate
Mark Siow
i pun don't know lu siapa, i also dun want listen u talk kok, u want ha la ha la up to u, u want act pro up to u, u want act 股绳 pun up to u, u happy loh! to me u jz talk 3 talk 4。。。。
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Like · 5 days · translate
Tat Wai Wong
share market trust world and knownleage only,is talk 股绳 is u talk only..........up to u,u like talk ur think thing and talk syok and talk 6 talk 7,ur live is urself,disturb u,is my sorry,not next time......Thank You
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Like · 5 days · translate
Mark Siow
bye...........
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