Highlights
KLSE: UMW (4588)       UMW HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
4.20   -0.03 (0.71%)  4.20 - 4.23  32,600
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Overview

Market Cap: 4,907 Million
NOSH: 1,168 Million
Avg Volume (4 weeks):312,131
4 Weeks Range:4.20 - 4.70
4 Weeks Price Volatility (%):
0.00%
52 Weeks Range:4.20 - 6.02
52 Weeks Price Volatility (%):
0.00%
Average Price Target: 5.01
Price Target Upside/Downside: +0.81

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2019 [#3]  |  28-Nov-2019
Next QR | Est. Ann. Date: 31-Dec-2019  |  27-Feb-2020
T4Q P/E | EY: 18.24  |  5.48%
T4Q DY | Payout %: 1.55%  |  28.22%
T4Q NAPS | P/NAPS: 3.0383  |  1.38
T4Q NP Margin | ROE: 3.82%  |  7.58%

Headlines

Date Subject
04-Jan-2020 UMW Holdings Bhd (4588, KL) - THE WORST IS OVER!
03-Jan-2020 Automotive - Driven by Exciting New Models
03-Jan-2020 Automotive - National Marques Overtaking on the Fast Lane
28-Dec-2019 【视频】合顺 前景谨慎估值合理
24-Dec-2019 UMW Holdings - Cautious Optimism
05-Dec-2019 UMW Holdings - Below Expectations
04-Dec-2019 Automotive - Oct 2019 TIV Rebounded
29-Nov-2019 UMW Holdings Berhad - Unexciting Earnings Outlook
29-Nov-2019 UMW Holdings Berhad - On Bumpy Road
29-Nov-2019 UMW Holdings - Outlook for equipment division weak
29-Nov-2019 UMW Holdings (HOLD, Maintain) - 9M19: Below Expectations
29-Nov-2019 UMW Holdings Bhd - 9MFY19 Within Expectations
29-Nov-2019 UMW Holdings Bhd - Trims Car Sales Target
29-Nov-2019 UMW Holdings Berhad - Unexciting Earnings Outlook
26-Nov-2019 Trading Stocks - UMW
23-Nov-2019 热门股:合顺上挑RM4.65
31-Oct-2019 UMW Holdings Bhd - Buying Opportunity
23-Oct-2019 Auto & Autoparts - 9M19: a Plain Ride
16-Oct-2019 UMW Holdings - ‘Helmets-on’ Stance
16-Oct-2019 Mplus Market Pulse - 16 Oct 2019

Business Background

UMW Holdings Bhd comprises a wide range of businesses in industries such as oil and gas, automotive, equipment, and manufacturing and engineering. In automotive, UMW forms joint ventures with Toyota and Perodua, assembling, marketing, and distributing passenger and commercial vehicles. Further, UMW distributes heavy equipment in its equipment businesses, supplies components for OEM and replacement automotive markets in its manufacturing and engineering division, and provides offshore drilling and oilfield services in its oil and gas segment. The automotive segment generates two thirds of the company's revenue. The company operates in the Asia-Pacific region.
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  4 people like this.
 
Kawkaw Mr bull..
Make bull for umw looo..
Not only bull for talking ma...

It will end up... With other bull..
Bullxxxxxx..

No woman.. No cry.. Hape week end
22/12/2018 12:59 AM
DrPitchard Post removed. Why?
22/12/2018 1:17 AM
BULL1000BEAR1000 Shame on you
26/12/2018 8:44 AM
tbc1982 yes! collect a bit at 5.30
28/12/2018 4:59 PM
Kawkaw Toyota engine...
About to start... Any one want to ride... Most welcome..
I will off loading when profit on hand
31/12/2018 8:22 PM
James Ng https://klse.i3investor.com/blogs/general/190146.jsp
[转贴] [Facebook live:浅谈UMW holdings bhd (UMW)] - James的股票投资James Share Investing
15/01/2019 10:30 AM
Kawkaw How to subscribe james
16/01/2019 11:13 AM
SamuelLuke Those players in O&G sectors can sell lo, time to watch construction.... the worst time is over. Place your bet and wait for your reward. O&G sector will now meet its worst challenge. Sell now while your have your profit!!!
15/02/2019 10:08 AM
SamuelLuke SamuelLuke Those players in O&G sectors can sell lo, time to watch construction.... the worst time is over. Place your bet and wait for your reward. O&G sector will now meet its worst challenge. Sell now while your have your profit!!!

15/02/2019 10:06

Construction sectors are moving now guys you still have chances arrange your moment don’t miss the best moment!!!
19/02/2019 2:46 PM
Kawkaw 5.35 waiting for u.
No get.. No woman...no cry
22/02/2019 12:02 AM
madguy wtf why keep on droping ..?? now near and touch ma200 edi ... damn
08/03/2019 6:06 PM
nckcm U need to read international news
08/03/2019 6:20 PM
James Ng https://klse.i3investor.com/blogs/general/198165.jsp
[转贴] [Facebook live:浅谈UMW holdings bhd (UMW)] - James的股票投资James Share Investing
16/03/2019 11:01 AM
calvintaneng WAHAHA!

UMW GOT BETTER EARNINGS THAN QL (Quickly Lock up)

CALVIN BOUGHT THIS UMW AT ONLY RM2.40 SINCE YEAR 2004 (15 YEARS AGO) STILL KEEPING

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6166181

CALVIN NEVER RECOMMENDED THIS STOCK TO i3 FORUM MEMBERS EVEN THOUGH HE KEPT UMW LONGER THAN STUPID PHILIP KEPT HIS QL

OF COURSE CALVIN TOOK PROFIT WHEN UMW CROSSED RM16 IN ITS CYCLICAL UPTREND YEARS
24/05/2019 1:16 AM
Abhi_Kl Asian Stocks Fall as Traders Await Trump-Xi Meeting; Officials Begin Talks
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25/06/2019 2:12 PM
James Ng https://klse.i3investor.com/blogs/general/217901.jsp
[转贴] [UMW HOLDINGS BHD:销售的汽车数量增加以及航空航天业务在制造和工程部门的销量增加] - James的股票投资James Share Investing
03/08/2019 10:50 AM
firehawk tomorrow can get less than 5?
27/08/2019 9:24 PM
LoveSandy rm4.50
27/08/2019 11:20 PM
MuainAdli ready to buuyyyyyyyyyyyyyyy.....
09/10/2019 1:24 PM
MoneyMakerTzy Seems like 4.40 support
19/10/2019 12:39 PM
ABSBOSS Esok dia hantam naik to 4.80 balik last minute buy.. Hahahaha
21/10/2019 7:34 PM
mansaham1972 C-20 makan 1 biji utk naik 7 sen dan tutup 12 sen hahaha
21/10/2019 11:25 PM
ABSBOSS C20 lowest 4 cent expiry june 2020 boleh simpan ni
22/10/2019 3:17 PM
Agjl Why price keep dropping?
30/10/2019 4:44 PM
mansaham1972 Mungkin utk meletop bila tiba masa sesuai.saya pernah tengok umw boleh naik sampai lebih rm1 dlm satu hari bila tiba masa utk goreng.
30/10/2019 5:24 PM
gxltwsb 4.36 52week low . sekian
30/10/2019 5:37 PM
ABSBOSS Esok naik lor audah 3 hari turun, esok jump to 4.50
30/10/2019 5:37 PM
gxltwsb stock ni byk foreign. maybe they r selling .
30/10/2019 5:47 PM
dlau8899 Going up 4.60
01/11/2019 8:11 AM
dlau8899 Start going uptrend
01/11/2019 4:57 PM
dlau8899 Going up 4.65
05/11/2019 12:27 PM
ABSBOSS Let see kalau boleh pecah 4.60 dulu
05/11/2019 1:36 PM
ABSBOSS 4.33 masuk
21/11/2019 1:08 PM
TakeProfits Lao lai liaw....shooting up to above 8...lai liaw
26/11/2019 5:49 AM
JacLow Wow 4 sen dividend ..I better top up since it havent move.
29/11/2019 1:22 PM
dompeilee Bought some UMW today @ 4.38-4.40. Last sold @ 5+ in 2017 =)
02/12/2019 5:02 PM
dlau8899 Epf start buying. Going up to 4.60 as soon
02/12/2019 11:39 PM
JacLow Oops..I love it..waiting 4.80..
04/12/2019 8:43 PM
Gala Kat TakeProfits Lao lai liaw....shooting up to above 8...lai liaw
26/11/2019 5:49 AM

So, when ... ' lai liaw ' or simply mumbling ??
05/12/2019 3:53 PM
dlau8899 Going up 4.60 as soon....
05/12/2019 10:17 PM
TakeProfits He he...lolol I...kikiki
06/12/2019 11:41 AM
DestinyL My favorite uncle stock lol
06/12/2019 5:45 PM
thesteward Nice la
06/12/2019 8:01 PM
thesteward Yipppppeeee took profit some for Christmas
12/12/2019 4:10 PM
MeiKei Going up soon ....
12/12/2019 4:19 PM
dompeilee dompeilee Bought some UMW today @ 4.38-4.40. Last sold @ 5+ in 2017 =)
02/12/2019 5:02 PM

Cute little X'mas surprise!
12/12/2019 7:42 PM
john1973_lew sold over...winter to spring...
16/12/2019 9:14 PM
CUTLOST no volume
19/12/2019 12:27 AM
Patrick TheBull UMW Holdings Bhd (4588, KL)

✅ With UMW's loss-making oil and gas (O&G) assets out of the way, I believe the worst is over for the company. The diversified conglomerate, which has suffered two years of financial losses has already solidly turned the corner to profitability since FY18 (yet UMW share price back to 10 years low).

✅ UMW will focus on strengthening its three core business segments, namely automotive, equipment, and manufacturing and engineering (M&E), to drive growth. The main contribution was from automotive and the least is from M&E.

✅ Automotive segment - In partnership with Toyota, the company assembles and sells Toyota and Lexus cars. Besides, UMW is also Perodua's largest shareholder with a deep value stake of 38% ownership. According to the recent announcement, Perodua had recorded sales of 56,972 units (+11% YoY), bringing in 9MFY19 sales to 178,668 units (+6% YoY) driven by the all-new Perodua Myvi and the all-new Perodua ARUZ (25k bookings, 22.2k delivered). I believe UMW will continue to leverage on the growth of Perodua (Aruz, updated Axia and all-new Perodua D55L/Raize SUV).

✅ The new automotive plant (Bukit Raja Plant, BRP) is completed. Analysts are expecting Auto segment will grow at steady pace going forward as BRP almost hit the production capacity of 50k units/year with 80% utilisation rate and easily double the capacity with minimal capex requirement. In addition, analysts also expecting better margin from the cost savings derived from higher localisation rate in the all-new Vios and Yaris (previously 50% inputs can be sources locally, now 80%). It will help company to reduce foreign exchange risks and improve company's competitiveness in the long run as they can offer a much more lower selling price than its competitors.

✅ Aerospace/ M&E - UMW Aerospace has signed a 25 + 5 year agreement with Rolls-Royce Plc to manufacture and assemble fan cases for Rolls-Royce Trent 1000 and Trent 7000 aero engines, which power the Boeing 787 Dreamliner and Airbus A330 neo aircrafts. Both Trent engines are the most advanced in aero engine technology, with increased fuel efficiency and noise reduction. UMW Aerospace is also the first Malaysian company to be a Tier 1 aerospace engine component manufacturer.

✅ The Rolls Royce Plant (RRP) in Serendah begins to turn profitable. According to management, UMW is ramping up production and starting contributing meaningful profits in FY20 when it reaches full capacity. The RRP has a capacity of 250 units per annum and is producing fan cases for the Trent 1000 engine. Further, production of Trent 7000 fan cases will be commenced in 2HFY20. According to one source, UMW will deliver 3-4 fan cases to Rolls Royce Factory in Seletar, Singapore every week. I believe UMW Aerospace unit will contribute positively in FY20 when it ramps up to 70%/90% utilisation rates (or 175 fans/ 225 cases) in 2020/ 2021.

✅ Equipment - Demand for equipment (mining, construction and logging) remains sluggish in the near term, given the slowdown of domestic as well as regional economic activity. The management also expects outlook for Equipment division to remain subdued in the near term on the back of sluggish demand from manufacturing, mining and logging sectors. However, the Group believes the division’s growth will be underpinned by revival of few mega projects by Malaysian government, stellar demand from Singapore and Papua New Guinea, as well as expansion of product line-up in Vietnam.

✅ Automotive players to ride on stronger ringgit. UMW will benefit from the weaker US dollar as a bulk of their input and operational costs are in US dollar. Weakened RM will increase the effective input costs for imported CBU cars, CKD packs and raw materials, and subsequently affect OEMs’ margins. OEMs that have major exposure towards USD include Toyota (UMW) and Nissan (TCM), while for JPY this includes Honda (DRB) and Mazda (BAuto).

✅ According to 2018 Annual Report, Top 3 largest shareholders are Amanah Saham Bumiputera (40.81%), Employees Provident Fund Board (8.64%) and Permodalan Nasional Berhad (7.74). Throughout the whole 2019 and the last 5 years, ASB, KWSP and PNB is still on accumulation mode.

✅ I was anticipating UMW will fly high due to its last 3 year historical price pattern (2017-2019 January, share price tend to mark up), its higher than expected contribution from the aerospace segment, a strong rebound in Toyota sales and higher associate (Perodua) contribution, pick-up in construction and mining activities which would spur equipment sales, strengthening of the ringgit and the drying up of selling pressure.

❗️Disclaimers: Stock recommendations and comments presented on this channel are purely for education purposes. All participants should do your own due diligence before performing any decision. Thus, All trading strategies are used at your own risk.
06/01/2020 2:42 AM
JacLow Time to jump in this counter..everyone will rushing to buy car before next year increase.
22/01/2020 1:59 PM


 

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