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  RJ87 if next QR EPS 5sen with 2sen dividend, PE15 on FYE 21 20sen will give a valuation of RM3 by 2022. Thats a 5% dividend yield with prospect 100% capital gain. I bet all the BOD already made this calculation. 01/06/2021 1:20 PM  JJchan Last Qr Revenue hit 597,mil---- Profit 32.596 In 30Apr2019---Revenue was 570mil -----profit 60mi IF 30Apr2021---revenue above 600mil-----and Profit Hit 60mil----What will be Bauto Price ???? 01/06/2021 6:26 PM JJchan On 14June 2019, Bauto was 2.52 after Qr results 12Jun2019 with 60mil Profit......Will 2.52 repeat 01/06/2021 6:30 PM Kensington The government has announced on 31 May 2021 that there will be another extension to the new vehicles sales tax (SST) exemption period to 31 December 2021. This is very good news and BAuto will be one of the companies benefitting from this extension. 04/06/2021 6:17 PM RJ87 People like u should sell now. Ka ka cau cau putting selling pressure after QR. If U want keep, keep until RM2. RainT ok ,shall keep BAUTO shares 04/06/2021 3:36 PM 04/06/2021 8:33 PM RJ87 Keep until 2,3,4,5,6 or whatever. As long u don't sell right after QR out. Weak holder is what make good counter difficult to realize it's valuation. 06/06/2021 11:49 AM Fabien _the efficient capital allocator Peugeot in the bag now, as a 55% subsidiary https://www.theedgemarkets.com/article/bcorp-divests-51-stake-berjaya-auto-alliance BAuto said it had acquired an additional 35% stake in BAASB from BCorp for a cash consideration of RM4.58 million or at RM1.09 per BAASB share. Following the acquisition, BAuto’s stake in BAASB has increased from 20% to 55% and BAASB is now a subsidiary of BAuto. The company said the acquisition — funded entirely via internally-generated funds — represents an opportunity for BAuto to acquire a strategic controlling stake in BAASB which holds the distributorship of renowned Peugeot marque vehicles in Malaysia and facilitate the consolidation of BAASB’s results into the BAuto Group. 08/06/2021 7:47 PM  SinGor 4.5M for 35%......Trading Co, No asset. Every Cents got to be earned. Peugeot Brand is Lousy in Malaysia bcos Maintenance & spare parts are Horrible to get by. Peugeot Car is luxury if you know How to maintain it......Bauto is a expert to made it works ( a Gold Mine later ) 10/06/2021 1:23 PM Ogopogo @RJ87 , agreed. Let them go play their pump and dump. We can enjoy the ride without unnecessary stress 11/06/2021 6:03 PM RJ87 I think Bauto is finally listen not to report good Q on thursday or friday.... But shitty part is, Ismail sabri just announce extension of MCO....=D 11/06/2021 7:38 PM 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  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 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 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 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 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 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 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 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  | APPS  I3 Messenger Individual or Group chat with anyone on I3investor  MQ Trader View candlestick stock charts with Technical indicators  MQ Affiliate Be rewarded by being an MQ Affiliate
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