Highlights
KLSE: APM (5015)       APM AUTOMOTIVE HOLDINGS BHD MAIN : Industrial Products
Last Price Today's Change   Day's Range   Trading Volume
2.01   -0.03 (1.47%)  2.00 - 2.05  1,008,800
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Overview

Market Cap: 405 Million
NOSH: 202 Million
Avg Volume (4 weeks):327,778
4 Weeks Range:1.99 - 2.19
4 Weeks Price Volatility (%):
10.00%
52 Weeks Range:1.99 - 3.20
52 Weeks Price Volatility (%):
1.65%
Average Price Target: 2.51
Price Target Upside/Downside: +0.50
Stamp duty exempted for year 2019

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2019 [#2]  |  27-Aug-2019
Next QR | Est. Ann. Date: 30-Sep-2019  |  16-Nov-2019
T4Q P/E | EY: 10.38  |  9.63%
T4Q DY | Payout %: 5.79%  |  60.15%
T4Q NAPS | P/NAPS: 6.1702  |  0.33
T4Q NP Margin | ROE: 4.29%  |  3.14%

Headlines

Date Subject
07-Oct-2019 [转贴] [APM AUTOMOTIVE HOLDINGS BHD:内饰和塑料事业部的OEM客户需求增加] - James的股票投资James Share Investing
28-Aug-2019 APM - Decent 6M19 Results
28-Aug-2019 APM Automotive - A Weak 2Q19 as Expected
22-Aug-2019 Automobile - Proton Stealing the Limelight in July
20-Aug-2019 Automobile Sector - Proton Expected to Overtake Honda in YTD Market Share
19-Jul-2019 Automobile Sector - A Cold June Post-festive Promotions
21-Jun-2019 Automobile Sector - May 2019 TIV Boosted by Festive Campaigns
27-May-2019 APM Automotive - Poorer performance from most operating segments
27-May-2019 APM - Murky Prospects Persist
21-May-2019 Automobile - Raya campaigns a temporary booster
03-May-2019 币值惊人影响力/黄云浩
15-Apr-2019 Automobile Sector - DRB-Hicom vs. Sime Darby for concession award
20-Mar-2019 Automobile - Vios shines in February
26-Feb-2019 APM - Commendable 2018 Results; Challenges Remain
26-Feb-2019 APM Automotive - Rebound from two weaker quarters
22-Feb-2019 Automobile - A show of local strength
03-Jan-2019 [转贴] [APM AUTOMOTIVE HOLDINGS BHD:不确定的经济和政治环境,生活成本上升,令吉兑美元走弱,金融机构对车辆贷款申请的严格审查,缺乏可支配收入以及因美国对中国发动的贸易纠纷事件影响而增加的材料成本] - James的股票投资James Share Investing
12-Dec-2018 Automobile - Riding a low tide
23-Nov-2018 Mplus Market Pulse - 23 Nov 2018

Business Background

APM Automotive Holdings Bhd is an automotive parts manufacturer. Its operating segments are organised into seven divisions namely, Suspension, Interior and Plastics, Electrical and Heat Exchange, Marketing, Nonreportable Segment, Indonesia Operations and All Other segments. Through its divisions, it offers products like leaf springs, coil springs, shock absorbers, auxiliary components, air-conditioner system and components, automotive seats, single piece door panel and others. The Marketing Division comprises activities in the distribution of automotive components and parts manufactured by it for the replacement and export markets. The group operates globally and derives the majority of its revenue in Malaysia. Interior and Plastics segment serves as the revenue driver for the group.
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  2 people like this.
 
Titan Ncm, APM is in automotive sector manufacturing car parts. They hv 4 segment.
1. Electrical and heat xchange. This segment losing money. 5%
2. Suspension. Losing money as well. Same as 1st.
3. Interior n plastic. Making money. Profit margin about 25%. Revenue also increase double digit.
4. marketing. Making small profit by selling apm parts.

1&2 lose money due to high raw material cost ie: steel but steel price has dropped to all yr low now. Also plastic resin has dropped 25%. So i guess this will helped apm. The above is just wht i remember from the AR n QR. U might want to cross check. But i notice most of the car manufacture in malaysia is his client.

Nepo, accumulate below 2? I park at 2.00 for many days but cannot get. Then increase 2.01, 2.02, 2.03....until manage to get some at certain price. The last friday closing of 2.00 is not accurate coz seller all park at 2.08. anyway, if drop more, then i will accumulate alittle more.
03/11/2019 9:30 PM
Ncm88 Oh no wonder i see why they do many things end up margin so low.. but looks like rebounding soon as volume has pick up these few days
03/11/2019 9:54 PM
Nepo If Epf is selling and then buy back later on, why don't you wait to buy in when Epf starts to buy in, instead of buying while Epf is selling.

The logic is simple, I, as a normal person only have limited resources, so only buy in when the price is certain, I.e a situation when you don't have to wait for a long time for u to generate profit, this price may not be the lowest, but it is safe that u may generate profit easily.
Of course, the lower the better.

At the moment (in my honest opinion), there is no indication that the price is starting to move upwards. The increase in volume done is the selling force, I.e it is selling mode.

EPF is not the operator in this counter. So far the operator in this counter is nowhere to be seen. When there is a operator, any selling force (e.g by EPF)will be fully absorbed and price will not force down easily.

I am just sharing my thought to minimize the trading risk, however I may be wrong anyway. Who knows the operator might come in today :)
04/11/2019 6:58 AM
riskabsorber Dear Nepo, you're right. We don't know the bottom and since EPF is still aggresively disposing (might be due to some insider news). We should not just focus on NTA which currently trading 1/3 of NTA. There are ample of valuable counters to be invested based on NTA. Only until the management starts to look into the value in APM and start buying, we better stay away to protect our cash holding.
04/11/2019 9:52 AM
Titan I'm not good at timing the market. No such skill. So just nd to buy whenever comfortable with the price and hold on to it. Did the same with harta. Epf was selling n bought some and continue to average down. I think hold already for 6 months+ and finally it move abit. Hv 15% profit. At my age, not ambitious. 10% a year is good enuf...lol...
04/11/2019 1:11 PM
Ncm88 Epf selling means buying time. This is the rule of bursa, epf buy means u got to sell
04/11/2019 2:02 PM
ALI IDRIS Noted with thanks
04/11/2019 3:25 PM
Ncm88 Bought some today after i checked their balance sheet quite healthy .
04/11/2019 7:40 PM
Ncm88 The only thing dragging them is indonesia operations...
04/11/2019 10:13 PM
Titan wahh....ncm also on board? bought truckload of it??....lol....
04/11/2019 10:41 PM
suntze all guesses and living on hope that it will go up. i wish you all the best.
05/11/2019 10:12 AM
Ncm88 Suntze dont laugh at me lo.. when i parked my money at mudajya many say gg counter, cant believe really limit up 100% lol.
06/11/2019 4:12 AM
Ncm88 Any counters related to epf is a good money counter. When they start selling u just follow buy. Happens to inari and uzma as well
06/11/2019 4:13 AM
Titan I don't work in apm. So i need to mk certain guesses and assumption. U hv accurate numbers? Why dun share with all of us since mine us only guesses.
06/11/2019 11:14 AM
Nickychung Post removed. Why?
06/11/2019 2:02 PM
chkhooju If you want to promote ARBB please go to the said forum. Don't be a nuisance here.
09/11/2019 3:54 PM
chkhooju Now that EPF is no longer a substantial shareholder there is not much for it to dispose. Once it dries up APM will shoot up. If you have faith in APM now is the time to accumulate.
09/11/2019 3:58 PM
human Are there TA coverage for APM.
09/11/2019 5:38 PM
Ncm88 Looking good today :)
11/11/2019 10:50 AM
Titan dun see any TA coverage but it looks like the support is at 1.98. Chart shows downtrending but also oversold. So i guess it will consolidate around this area. APM only has about 10M unit to sell. I doubt they will exit completely. So room to fall lower is not high but this is my opinion. If upcoming QR, management announced a better dividend or slight increase in profit and revenue, it will rebound.
11/11/2019 4:04 PM
human record wise APM announce dividend on April and Aug then pay on Jun and Oct.
If APM continue such practice then next dividend payment will be minimum another 6 months.
11/11/2019 8:52 PM
shpg22 With CCB on track for privatization, APM may follow suit probably around fair price of 3.80
12/11/2019 10:08 AM
Ncm88 Oiii dont say the obvious...
12/11/2019 12:39 PM
Titan CCB also can bcome target for privatisation? Like that APM can close eyes and privatise also. Cash is RM1.50/share. Factory and wharehouses sitting on goldmine. The landbank is all in prime area and therefore the land is suitable for housing or commercial development.
13/11/2019 2:40 PM
David_share Will keep accumulate slowly
13/11/2019 4:14 PM
Nepo @Titan "APM volume is super low. After reading suntze comment, i think i do agree with her or is it a him. But for me, I would look at APM differently. It will not be a growth or explosive stock but i think it will be a stable and valued stock. Why?.....my reasoning as below

1. It is a net cash company. The cash alone is RM1.50 per lot
"The Group’s financial position remains relatively healthy with a net cash position (=cash and cash equivalent + 'other investment' – bank borrowing) of RM296.3 million."
______________________________________________________________________________

Just wondering what is inside the 'other investment'? Is it invest in listed companies in Bursa Malaysia? It is NOT stated clearly in the Annual Report 2018.
13/11/2019 4:16 PM
riskabsorber @Nepo Other investment - most likely is unit trust in licensed institution.
13/11/2019 4:45 PM
riskabsorber @Titan, since they owned close to 50%, they may use their cash to just give selective capital repayment exercise at RM2.00 and privatise without costs to them. They not even want to buy from EPF at current price, do you think they will privatise above this price? Share-buy-back of 10mil shares is only cost them RM20mil from their coffer, but with net cash alone of RM1.50 per share or RM300mil in the financial statement cannot afford to utilize RM20mil? The management is purposely want this situation to be persist and privitize below RM2 and benefit themselves.
13/11/2019 4:54 PM
Nepo Yes, can start accumulating APM, very low risk already, yesterday started buying in.

Even ICAP Bhd hold APM 4,431,300 shares @ RM 3.84 per share.

Look at any angles, it is a very worthy stock to collect, Not many shares have this this fundamental and yet have a very attractive price, if I can buy around RM 2 is already a bonus, Some more based on past records, it is has a very trustworthy management, don't miss this CHANCE.

If price drop, buy more, in anyway it won't drop below RM 1.50 unless incurred a huge loss but it is less likely to happen because the co has been in a stable situation for a long time already and has established firm business arms over the years.

If i am not mistaken, the company is the market leader in the field they engaged.
14/11/2019 8:42 AM
Titan @risk, Not able to predict what management think coz i'm not insider. But when look at the company fundamental, i find it is strong. So just buy some and wait loh. Every 10c drop, i buy abit more. If management really want to play games and drop till Rm1.50.....all i can say is keng....
14/11/2019 1:50 PM
Ncm88 Now lardy super low lah compare 10 year record. I believe their price is 2.00 . May look to push up soon if QR looks good. Theyre the leader in making parks for automobile industry
14/11/2019 2:00 PM
Titan Their losing business is suspension and heat exchanger. Both of this is due to the raw material which is steel but steel price has came down abit and I think steel price has hit the the lowest in 2019 and it is the same as in 2017. It forecast to go down another 10%. So, I only hope that this 2 segment dun make money, nevermind but only dun lost la. Now coming to money making segment is the interior and plastic. APM profit margin in this segment is 27%. With the price and synthetic rubber lower, I believed it will increase it profit margin. More new model coming out, so more new parts suppliers need to keep and this increase APM sales....i think only la...not logic meh??
14/11/2019 2:50 PM
Titan Also, u see the daily volume is very low. Like EPF selling only. Once epf exhausted its holding, i guess if u cannot go down any lower, u can only go up kua.....
Anyway, APM will release the result in November which is anytime today till month-end.So let see got any good surprises. If bad 1....no need give....lol
14/11/2019 2:55 PM
Nepo I hope bad QR, because bad QR, EPF will sell, then u can collect at lower price, probably below RM2.
The only time u collect good counter is when it produces bad results. But that is temporary, long-term it will return to its normal track and u earn by buying when it is dipped down.
14/11/2019 3:48 PM
Ncm88 Epf already ceased as substantial holder lah
14/11/2019 3:49 PM
Nepo yes, EPF already ceased to be substantial S/H,but it still has about 10 millions shares in hand. It will sell anytime when there is a bad news. Of course, it will also buy more.

The only thing we don't know is when EPF is buying or selling, just guessing, when the price down couple with huge volume, then assumption is EPF is selling..
14/11/2019 4:04 PM
Ncm88 Today epf also got sell , but who are the ones buying ? Hehe strong support
14/11/2019 4:52 PM
Nepo Border line RM 2, will it lose RM 2 support today?
15/11/2019 8:21 AM
andy APM 3 Q result may make higher profit,possible 54 millions profit...
18/11/2019 2:58 PM
Ncm88 Good qr coming
18/11/2019 7:42 PM
Ncm88 Impossible 50m la...
18/11/2019 7:43 PM
andy The total comprihensive income 34.85 millions is net profit for half year...3 q must be 54 millions.
18/11/2019 8:34 PM
Ncm88 Comprehendive 20m previous qr, buy only show up PAT 8.6m leh
19/11/2019 8:49 AM
big77 APM is moving up slowly.
19/11/2019 10:03 AM
Ncm88 I have 20k APM
19/11/2019 10:09 AM
big77 I BOUGHT AT VERY HIGH PRICE LAST YEAR BUT BOUGHT SOME RECENTLY TO AVERAGE DOWN. I BOUHGT AGAIN TODAY.
19/11/2019 10:29 AM
Ncm88 Wtf relax why caps
19/11/2019 12:14 PM
warrior EPF selling again, if you key in buy order at RM2.07 straight away done.
19/11/2019 1:25 PM
Ncm88 Let epf sell finish loh
19/11/2019 4:34 PM
Titan I have been putting Q at 1.99......lol......no luck so far.....
I wonder will epf sell to me at 1.99....
20/11/2019 10:59 AM


 

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