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  Oliver Ooi on the way challenging last peak, hopefully could break it and stay above rm2.50 11/03/2021 4:55 PM hazli KUALA LUMPUR (March 12): CGS-CIMB remained positive on DRB-Hicom Bhd’s outlook as the transformation of its 50.1%-owned subsidiary Proton Holdings Bhd is gaining momentum. CGS-CIMB’s analyst Mohd Shanaz Noor Azam said in a note today, after joining DRB-Hicom’s post-results conference call, he is excited to learn that Proton is focusing on active product lifecycle management as it plans to introduce six to seven models based on new technology integration and joint-development programmes over next seven years as part of its mid-term strategy. The group is in the midst of ramping up its production of X50 and X70 in Tanjung Malim to meet the strong demand. Management indicated that these models each have an order backlog hovering three to four months,” he said. While the group did not provide sales guidance for the marque, it expected Proton to outperform the Malaysian Automotive Association’s target of 8% sales volume growth in 2021, he added. Mohd Shanaz said Proton is also aiming to grow its export market — which accounted for around 2% of its sales volume last year — with plans to double its export volume in 2021 following the launch of X70 in Brunei and Pakistan, and the commencement of its manufacturing operations in Kenya last year. Meanwhile, Proton is still studying and exploring partnership opportunities to penetrate the Thai and Indonesian markets; we think this could be a major driver for its export growth,” he said. Mohd Shanaz noted that meanwhile, Proton continues to solidify its position in the region, ending 2020 with a 5.9% market share, ranking it among the six largest automotive brands in the combined market of Malaysia, Indonesia and Thailand (vs. 2.3% in 2018, 3.8% in 2019). Under its transformation strategy, Proton aims to be the third-largest player in Southeast Asia by 2027,” he added. 12/03/2021 11:00 PM RaksasaKambing Upsides: Visible movements by Proton to expand its export market. Helps break free from the limited Malaysia market. The X50 and X70 getting good attention overseas. Honda Malaysia still steady, the City is doing well and new HRV will attract interest. Downsides: Chip shortage affecting whole industry, poor reputation for after-sale service and parts availability. In my view the chip shortage hits everybody so is not going to precipitate loss of customers, so this is less of an issue. 17/03/2021 5:09 PM Oliver Ooi alright, getting dividend and then waiting rocket to be loaded "fuel" and launch to moon 08/04/2021 10:26 PM abc333 https://www.theedgemarkets.com/article/geelys-iconic-lotus-cars-said-mull-raising-us1b 14/04/2021 10:18 PM abc333 外电引述市场消息人士透露，吉利汽车(20.2, 0.96, 4.99%)（00175）母公司浙江吉利控股集团考筹集约10亿美元，帮助旗下英国跑车生产商莲花汽车（Lotus Cars，又名路特斯）拓展中国电动汽车市场。 据报，吉利控股正在与顾问机构合作，以探求潜在投资者的意向。该轮融资可能会使莲花电动汽车业务的估值达到约50亿美元。据报，吉利控股还考虑最快明年让莲花汽车、亦或只是其电动汽车业务IPO招股上市 14/04/2021 10:28 PM collie means EPF bought at 1.93 - 1.94... sales looks more promising than previous Q + coming dividend. i guess anything below is cheap ticket? 15/04/2021 10:27 PM abc333 https://paultan.org/2021/04/16/proton-x50-over-40000-bookings-received-for-the-suv-as-of-march-wait-time-now-around-six-months/ 17/04/2021 1:32 PM OnTime They should really do sth abt the backlog before customers shop for other vehicles. 17/04/2021 3:13 PM abc333 https://paultan.org/2021/04/22/proton-announces-new-rm200-million-stamping-facility-in-tanjung-malim-for-current-future-models-due-in-q3/ 22/04/2021 5:45 PM tws13282 roughly calculated. Automotive sector revenue around 2.5 billion and net profit around 115 mil 22/04/2021 8:42 PM Edwardong53 Comparing UMW with DRB, which is better in future earnings and future price spike? 26/04/2021 12:52 PM kingJ I think with the geely expertise, profit margin should be similar, but deb's volume would be way way higher 26/04/2021 6:49 PM tws13282 I can say that drb still have many not performing companies eg(pos malaysia) But the good news is in this q suzuki, mitsubishi sales break hotorical record over the past 5 years. 30/04/2021 10:27 AM limkokthye https://www.bharian.com.my/bisnes/korporat/2021/04/812333/drb-hicom-jalankan-kerja-pembangunan-media-city 30/04/2021 4:45 PM limkokthye https://www.bharian.com.my/bisnes/auto/2021/05/813395/jualan-kereta-proton-terus-meningkat-pada-april 03/05/2021 7:06 PM  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader Perform Technical & Fundamental Analysis on Stocks  MQ Affiliate Earn rewards by referring your friends
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