Highlights
KLSE: BAUTO (5248)       BERMAZ AUTO BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.59   -0.01 (0.62%)  1.59 - 1.61  175,700
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Overview

Market Cap: 1,851 Million
NOSH: 1,164 Million
Avg Volume (4 weeks):2,727,600
4 Weeks Range:1.30 - 1.64
4 Weeks Price Volatility (%):
85.29%
52 Weeks Range:1.12 - 1.64
52 Weeks Price Volatility (%):
90.38%
Average Price Target: 1.56
Price Target Upside/Downside: -0.03

Financial Highlight

Latest Quarter | Ann. Date 30-Apr-2021 [#4]  |  18-Jun-2021
Next QR | Est. Ann. Date: 31-Jul-2021  |  10-Sep-2021
T4Q P/E | EY: 13.82  |  7.24%
T4Q DY | Payout %: 4.08%  |  56.37%
T4Q NAPS | P/NAPS: 0.4873  |  3.26
T4Q NP Margin | ROE: 5.75%  |  23.62%

Headlines

Date Subject
23-Jun-2021 柏马汽车试叩RM1.70/敏源
22-Jun-2021 【行家论股/视频】柏马汽车 核心净利大涨92%
21-Jun-2021 BERMAZ AUTO BERHAD - Strong End to FY21
21-Jun-2021 Mplus Market Pulse - 21 Jun 2021
21-Jun-2021 Bermaz Auto Bhd - FY21 Above Expectations
21-Jun-2021 Bermaz Auto - Surprise Finish
21-Jun-2021 Bermaz Auto - Strong finish to FY21
21-Jun-2021 下半年料回弹 汽车业有望摆脱颓势
09-Jun-2021 Mplus Market Pulse - 9 Jun 2021
09-Jun-2021 Bermaz Auto - Peugeot becomes a 55% subsidiary
09-Jun-2021 Bermaz Auto - Acquires additional 35% stake in Berjaya Auto
31-May-2021 Automotive - Locked Out of Sales in June, SST Exemption Extended?
23-Apr-2021 Technical View - Bermaz Auto Bhd
03-Apr-2021 【行家论股/视频】柏马汽车 分销起亚资金没问题
02-Apr-2021 Bermaz Auto - Investing Into Kia Distribution and Assembling
02-Apr-2021 Automotive - Riding on Economic Recovery in 2021
02-Apr-2021 Bermaz Auto Bhd - Kia Marque Driving In
02-Apr-2021 Mplus Market Pulse - 2 Apr 2021
02-Apr-2021 PublicInvest Research Headlines - 2 Apr 2021
02-Apr-2021 Bermaz Auto - Inks JV partnership with Kia Motors Corp (Korea)

Business Background

Bermaz Auto Bhd along with its subsidiaries is engaged in the distribution and retailing of Mazda vehicles as well as providing after-sales services for Mazda vehicles in Malaysia and Philippines.
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  11 people like this.
 
JJchan The Chances of another 6 months extension of SST exemption is very, very High. Lost one month
Sales But gained 20--35% increased in Sales Revenue is more than enough to compensate.
The crux of the Deal is Demand for Cars is very High and I believe Bank Negara will Drop rate
to 1.50% in June making Car loan even Cheaper!!
12/06/2021 9:38 AM
Bgt 9963 Good morning.....!
12/06/2021 9:57 AM
Dakewlest QR this week?
14/06/2021 10:06 AM
RJ87 Wuiiiii....I ask don't report on friday...not don't report at all...
14/06/2021 2:01 PM
IronShirt Usually Chairman Yeoh Stop buying/supporting price One week before immediate Qr results is Not so Good. Seeing him buying right up to Last Friday is a indication Qr results are reasonable Good
14/06/2021 6:31 PM
pinnaclegrade QR results will be released tomorrow ?
14/06/2021 7:52 PM
RJ87 He is postponing the QR to liquidate enough money to buy more is it?
14/06/2021 7:57 PM
IronShirt maybe but i think Chairman is releasing Qr results based on Bursa sentiments. 2nd Lock down
is bad so why release results during Bad mood
15/06/2021 10:29 AM
IronShirt maybe Qr results Out today to coincide with Parliament Opens
17/06/2021 8:19 AM
RJ87 Really dunno what these BOD upto....Selling their wife, their kids and their dog to buy BAuto or what? so scared they didn't collect enough before announcing there result.

Everyday come collect around 150K worth of share.
17/06/2021 12:35 PM
investortrader88 good qr & special div ! :):):)
18/06/2021 5:35 PM
pinnaclegrade Great QR, Monday Gap Up !!
18/06/2021 5:38 PM
JJchan wow. I ask ppl to contra BAuto bcos i believe yoy will be more than 1500% and Profit 60mil....
Bauto blew my estimate way, way away
18/06/2021 5:39 PM
Johnlee85 What an insanely good QR!
18/06/2021 5:47 PM
Mason please make sure we have insane spike on Mon, else meaningless. If this round did not break 1.60, i really dunno what to said.
18/06/2021 6:02 PM
RJ87 need to jio kaki goreng over here...
18/06/2021 7:59 PM
RJ87 tell them got 50% upside
18/06/2021 7:59 PM
milosh actually I think there is some upside: https://miloshtrading.blogspot.com/2021/06/bermaz-profits-going-up.html
18/06/2021 8:56 PM
LaksaBoy need to break previous resistance of 1.6 to go up
18/06/2021 10:54 PM
wallstreetrookie The issue is this company has good earnings but the substantial shareholders and short sellers do not want it to go up. It is virtually a waste of time and money to buy Bermaz Auto. Foreign investors have been reducing their stakes for a long time
18/06/2021 11:27 PM
DannyArcher I've read many articles, they say the CEO and boards are capable, no doubt about it, but the question is, BAuto is successful because of Mazda or Mazda is successful because they came out new sexier cars? I dont see myself buying Korean cars in the near future, I've asked a few people and everybody's first choice is a Japanese car, M20 families of course.

So, the question is, can they repeat their Mazda success with KIA? I doubt so. Thais and Indonesians are into Japanese cars. This is a generation mindset, which will be hard to change, unless for some unknown reason the Japanese failed to update their cars and got eaten up by EV, which the Chinese car makers are more likely to dominate compared to the Koreans.

If they choose to assemble a Chinese EV, then I think it is worth buying. Chinese EV for SEA region. KIA for SEA? I think cannot lah....
19/06/2021 12:00 AM
RJ87 Say current mazda sales is 100mil, I don’t mind additional 5-10mil profit from KIA.

Why are deliberately ignoring the great profits from mazda sales alone?
19/06/2021 3:04 AM
Petronas Post removed. Why?
19/06/2021 8:31 AM
JJchan For me Bauto operation is NO different from a Car repair shop under a Big Tree except Bauto
got a Show Room to sell new Madza----No asset to impair during Bad Times like Now, no
manufacturing Plant to close Down---
Same technician can be used to repair Different Car Model ( nothing special, my Car mechanic
can do this job 50years ago )

In a Nut shell, More Car Model is Better than One Model--------Nothing to Loose ( except pride
if model failed to gain popularity---always got option to dump it ( cost no more than 5mil )
19/06/2021 10:47 AM
DannyArcher JJchan, if I am not mistaken, they are entering a JV with KIA to assemble cars for KIA for SEA region. This is a game changer, question is, will they succeed in changing the minds of Aseans? I think hard... with Thailand and Indonesia being 2 of the biggest car market and Singapore as the most lucrative.... all 3 have 101% faith in Japanese cars.

BAuto is not going to sell KIA until they are able to change the mentality of the people in this region. This is a mentality problem, not an economic problem.
19/06/2021 2:39 PM
RJ87 Look danny, u hv any problem if Bauto a found to make some small profit even by selling or fixing bicycle? For some reason, u made KIA JV as game changer as if KIA don't do well, it would significantly affect Mazda's and BAuto's performance. That's where u are wrong.

The focus is Mazda sales and profit are getting strong and stronger. And now, they are trying to make even more money by selling KIA.

It's not a question if KIA would be as good as Mazda..Say if selling Mazda alone puts BAuto at RM2. And with KIA 25% as good as Mazda, that would put Bauto at RM2.50. Anything from KIA is a BONUS, not a game changer like you say. U get that right?
19/06/2021 3:47 PM
RJ87 Besides, MCO doesn't really affect BAuto's sale.

If u take selling guitar for example. Say average sales is 8K a month. MCO two months. By the follow month where MCO is lifted, the sales becomes 24K a month.

Those who hv a capability(bank reduce interest) and set their mind to buy Mazda, will do it anyway.
Just a matter of sooner or later.

MCO only affects F&B. Cos, if ppl don't buy ur nasi lemak or go out buy ur beer, they would be eating maggi mee and drinking milo at home. U can't delay ur 60 days of nasi lemak and 8 weekend of beer to eat and drink them one shot right
19/06/2021 4:10 PM
JJchan JV with KIA assemble for SEA but they plan to used Kedah DRB plant (no need to invest plant
and machinery )---KIA supply the parts and DRB assembled. So what is BAUTO part in the JV
deal----Marketing ( very small financial outlay ) Get Order then assembled ( no ex-stock, no cost
over-run )----I think BAUTO get a very Good Deal just sitting on its Reputation----Sometimes
you See Huge GoodWill in Company asset Book and you are wondering where they Got it from.
Bauto will show you how they get it from.
19/06/2021 4:23 PM
Masterinvestor With good management like Bermaz, I am sure Kia will go back to its past glory years in Malaysia, and their success would allow them to acquire even more brands
19/06/2021 10:44 PM
JJchan This Qr dividend yield is 2.195%----Even higher than my favourite stock, BAT at 1.44%
20/06/2021 9:06 AM
JJchan My First impression is Kia a very good deal But after thinking for a while, peugeot long term
contribution is very impressive---Peugeot actually owns Brand like Jeep, Alfa Romeo, Maseratti,
Lancia and Chrysler. Although most of these Brand has local franchise holder but they may
end like Berjaya selling off franchise Rights Due to Low profit contribution ( massive shift to
EV may the cause ) ----Unlike Perodua, Bauto donT need to sell 200,000 per month, just 200 and
charge lucrative spare parts and maintenance fees.
20/06/2021 9:27 AM
RJ87 I'm thinking what's the research house strategy to write on BAuto QR this time.

It's either within expectation, full MCO impacts earning or prospect so so. Especially from Kenanga and CIMB. C12 and C16 expiring. Next is C15 and C18 from Ambank and CIMB again. Either they gonna write that themselves or via proxy research house.

If earnings maintained, price should go above pre-covid price of RM2.60. Just a matter of time.
20/06/2021 3:06 PM
milosh as predicted: https://miloshtrading.blogspot.com/2021/06/bermaz-profits-going-up.html
21/06/2021 10:18 AM
milosh short term 10%-20% potential
21/06/2021 10:19 AM
RJ87 https://www.theedgemarkets.com/article/analysts-upgrade-calls-and-tps-bauto

Should hv rerate to pre-covid price.
21/06/2021 12:54 PM
Mason market downtrend today, else it will be higher...
21/06/2021 1:34 PM
RJ87 https://simplywall.st/stocks/my/retail/klse-bauto/bermaz-auto-berhad-shares
21/06/2021 1:39 PM
RJ87 kenanga TP 1.45 to save himself from paying too much for C12...

Now waiting wat CIMB gonna say...=D
21/06/2021 2:16 PM
siaokar no wonder epf kuat sapu of late
21/06/2021 2:16 PM
pinnaclegrade all red except for Bermaz
21/06/2021 3:07 PM
pinnaclegrade Latest Target Price by IB:
21-June-2021 Affin Hwang Capital - RM 2.08 (+40.4% upside)
21-June-2021 CGS-CIMB - RM 2 (+35.1%)
9-June-2021 Maybank - RM 2.25 (+55%)
21/06/2021 4:33 PM
JJchan For next few Days if EPF started to Buy continuously, all the contra players will be pocketed by
this whale Shark. Only EPF can Eat continuously without feeling Full
21/06/2021 6:35 PM
pinnaclegrade this is it, going to break resistance this time..
22/06/2021 9:12 AM
RJ87 need someone to jiak all the block put by IB and screw all the SCW.
22/06/2021 9:47 AM
RJ87 If u jiak now below 1.6, u might deter IB to put block...
22/06/2021 9:50 AM
RJ87 1.6 above not much block...go go go...
22/06/2021 9:51 AM
LaksaBoy break 1.61
22/06/2021 9:58 AM
Mason At last I saw >1.60, this is the time for BAUTO to go back to pre pandemic 1.80~2 range. I been waiting for so long.
22/06/2021 10:09 AM
LaksaBoy it is one year high now.
22/06/2021 1:58 PM
JJchan DonT discount BAuto maybe first to bring EV cars to Malaysia ( no Sale Tax ) Bauto option
is bigger than most importer Peugeot, KIA and Madza
22/06/2021 5:49 PM


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