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Overview
Financial Highlight
HeadlinesBusiness 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.
  JJchan In a Nutshell, what you donT see in 3Q20 profit, the Unclaim 6+6 warranty Cash will be return back investors as "special Dividend next year ". Bauto has a policy of Not keeping Cash to themselves always distribute Cash back to Investor. A very rare Counter in Bursa 16/12/2020 10:38 AM  PlayStation Challenging JJchan, lower margin due to 6 + 6 for Aug-Dec20 promotion. Yup understand. Problem if Mazda fall back to 5 + 3 after Dec20 in which will increase margin, can the volume sustain ? It will fall below 1k/mth couple with no more Sales Tax exemption after Dec20. Wait for KIA news first.. near term Valuation need to be revised downwards.. 16/12/2020 11:34 AM  RainT is it confirm that BAUTO will acquire the KIA car dealership in Msia ? if yes, it will be long term re rating catalyst for BAUTO 16/12/2020 11:45 AM Lee_CK Just hold it. After the pandemic, the revenue in Filipine will become better. It will raise the share price soon after pandemic over. 17/12/2020 9:46 PM  Fish herman Good. Bank will have to be super careful when issueing SUKUK fund. If the company who got issued SUKUK fund goes bankrupt, the bank will loss the fund, and most importantly reputation. What do you think if a bank loses its reputation, will they be worried if their high net worth customers move to other bank due to loss of confidence? You do the math. TLDR, bank have to be super careful when come to issuing bonds (Sukuk fund). On the other hand, a bank issued SUKUK fund will have more cash flow on-hand to expand business/ etc. It's a good sign. Correct me if I'm wrong. 20/12/2020 8:05 PM Doer Bauto soon will become southeast asia main player for Mazda supply...with cooperation with Mazda Japan will further strengthen its position. Not to forget Bauto also involved in CKD assembly in Inokom and supply to local and Philipine with strategy marketing plan. 20/12/2020 9:07 PM Johnlee85 Agreed. Along with the growth in popularity of Mazda Bermaz is bound to take large market shares from Toyota and Honda 20/12/2020 10:22 PM JJchan Kwsp will continue to Sell But the Huge amount of money moving out of TopGlove must go somewhere. I think some has bought into Bauto 21/12/2020 4:37 PM W1S3 Pretty sure something is brewing. Has been watching it for months. And these 2 weeks movements aren't natural. 22/12/2020 4:35 PM W1S3 https://www.wapcar.my/bm/pengecualian-cukai-sst-untuk-kenderaan-sah-tamat-31-disember-2020-21731 24/12/2020 4:48 PM  IronShirt https://paultan.org/2020/12/28/no-increase-in-malaysian-ckd-car-prices-entering-2021-excise-duty-regulations-on-omv-to-remain-the-same/ 29/12/2020 7:26 PM JJchan https://www.malaymail.com/news/malaysia/2020/12/29/finance-ministry-says-vehicle-sales-tax-exemption-extended-until-june-2021/1935874 29/12/2020 11:54 PM Joebkk https://www.theedgemarkets.com/article/stronger-recovery-path-seen-automotive-sector-after-vehicle-sales-tax-exemption-extended Today was high 1.55 then down backk to1.46 mostly by profit taking. Investors will hold and most average investment bank have to of 1.7 30/12/2020 8:09 PM King_trader_shadow Anyone here using Maybank Trading, can share their latest IB GVY portfolio? 05/01/2021 7:23 PM Snowthief wah! Because of no MCO today. So big fish or big fund collecting? Sh!t I should average some when it dropped.. 08/01/2021 8:38 PM ABSBOSS Govt got no money anymore to spend for MCO assistance..CMCO likely on Monday announcement 09/01/2021 12:06 AM Johnlee85 https://www.malaymail.com/amp/news/malaysia/2021/01/12/mco-2.0-heres-mitis-full-list-of-which-companies-can-operate-qualify-as-ess/1939672?__twitter_impression=true Automobile manufacturers allowed to operate 12/01/2021 5:20 PM IronShirt Bauto Factory is in Kedah...not affected by MCO auto factory close down 14/01/2021 9:10 AM shark3011 https://www.nst.com.my/business/2021/01/657672/toyota-and-honda-temporarily-cease-production-malaysia#:~:text=KUALA%20LUMPUR%3A%20Japanese%20carmakers%20Toyota,Control%20Orders%20(MCO%202.0). 15/01/2021 4:35 PM Johnlee85 But bermaz not affected by the lockdown right?since their factory in non mco state 15/01/2021 7:20 PM Snowthief enanyang :【防长记者会6】汽车生产待贸工部宣布 Rocket up or down on Monday, depends on our minister! 15/01/2021 8:46 PM IronShirt Prudential got 58Mil at 5% nosh. Let said Prudential wants 7% nosh so Prudential got to Buy another 23Mil before 1Q21.....only One Big Fish Buys already starts Rally 16/01/2021 2:13 PM copterbandito I may have missed out some news but wondering why can't sell car when gov said economy will run like usual in this MCO2.0? Do people congregate when buy car in the showroom? 16/01/2021 4:08 PM yesAH MCO 2.0: Car showrooms, service centres and auto workshops can operate as usual, under strict SOPs 13 January 2021 12:14 pm https://paultan.org/2021/01/13/mco-2-0-car-showrooms-service-centres-and-auto-workshops-can-operate-as-usual-under-strict-sops/ 16/01/2021 4:54 PM JJchan Bank Negara will announce a Drop in Interest rate this week. Surely will Help "New" Car Buyers with Lower Car payment. 18/01/2021 8:06 AM mokluhanj21 aiyo. these people never read news is it? what to sell if cars also not being manufactured? not enough chips la weh. 18/01/2021 11:37 PM IronShirt Only new model Car (new design ) got Chips problem...Madza Cx-5 are all Old design 2020/2019 19/01/2021 6:27 PM IronShirt Check with Myvi, still producing 500,000 cars for 2020/21...where got Chip problems ( old design mah ) 19/01/2021 6:30 PM yesAH Mazda CX-5 sold out, currently with 2 months waiting list Jan 19, 2021 https://www.wapcar.my/news/mazda-cx5-sold-out-currently-with-2-months-waiting-list-22704 21/01/2021 6:04 AM JJchan If i look at the list of MCO 2 Biz allowed to Open, i wonder what Biz is Closed? 22/01/2021 9:47 AM Johnlee85 Saw this on reddit (BursaBets): Check out Bermaz Auto: The share prices of this company has been depressed ever since the start of MCO last year despite recording an annual increase (+4.2%) in cars sold in 2020 (vs 2019), while most car companies recorded large declines. Wondering who is pushing the prices lower despite all the revised share price targets revised upwards by analysts. There has also been an increase in the short selling of this stock in Bursa (3.6 million stocks shorted) . Worthwhile stock to look at for a small squeeze due to its low volume. 28/01/2021 8:23 PM  |
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