Highlights
KLSE: BAUTO (5248)       BERMAZ AUTO BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
1.36   -0.04 (2.86%)  1.35 - 1.40  1,504,500
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Overview

Market Cap: 1,583 Million
NOSH: 1,164 Million
Avg Volume (4 weeks):1,855,689
4 Weeks Range:1.33 - 1.49
4 Weeks Price Volatility (%):
18.75%
52 Weeks Range:0.935 - 1.99
52 Weeks Price Volatility (%):
40.28%
Average Price Target: 1.55
Price Target Upside/Downside: +0.19

Financial Highlight

Latest Quarter | Ann. Date 31-Oct-2020 [#2]  |  10-Dec-2020
Next QR | Est. Ann. Date: 31-Jan-2021  |  16-Mar-2021
T4Q P/E | EY: 24.87  |  4.02%
T4Q DY | Payout %: 2.35%  |  58.42%
T4Q NAPS | P/NAPS: 0.4294  |  3.17
T4Q NP Margin | ROE: 3.50%  |  12.73%

Headlines

Date Subject
27-Jan-2021 Automotive - Strong Finishing for 2020
18-Jan-2021 Automotive - Driving on Under MCO 2.0
07-Jan-2021 Technical View- Bermaz Auto Bhd
06-Jan-2021 Daily technical highlights – (BAUTO, AWC)
04-Jan-2021 Automobile - Extension of SST exemption a surprising New Year’s gift
30-Dec-2020 Automotive - SST-exemption Extended to 30th June 2021
16-Dec-2020 Bermaz Auto Berhad -Expect Margin Recovery In 2H
11-Dec-2020 【行家论股/视频】柏马汽车 全年财测砍39%
11-Dec-2020 Bermaz Auto - Disappointing 1HFY21
11-Dec-2020 Bermaz Auto Berhad - Revving Up
11-Dec-2020 Bermaz Auto - Expecting better 2HFY21 performance
11-Dec-2020 Bermaz Auto Berhad - Earnings Cushioned By Domestic Operations
11-Dec-2020 Bermaz Auto - 2QFY21: Below Expectations
11-Dec-2020 Bermaz Auto Bhd - 6MFY21 Within Our Expectation
11-Dec-2020 Mplus Market Pulse - 11 Dec 2020
03-Dec-2020 【行家论股/视频】柏马汽车 有望再赢起亚分销权
02-Dec-2020 Bermaz Auto Berhad - Exclusive Peugeot Distributorship
02-Dec-2020 Bermaz Auto - Owning 20% Stake in Peugeot Distribution
02-Dec-2020 Bermaz Auto - PEUGEOT Marque Driving In
02-Dec-2020 Mplus Market Pulse - 2 Dec 2020

Business 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.
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  11 people like this.
 
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
amateurJR No show d. Sell on news when the dealership is confirmed
17/12/2020 10:34 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
Johnlee85 They just issued sukuk of 1 bil. Is that good thing or bad thing?
19/12/2020 12:14 AM
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
ABSBOSS Kwap finished selling?
21/12/2020 4:06 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
Johnlee85 Wah good run up today!
21/12/2020 5:41 PM
ABSBOSS Epf keep buying dialog
21/12/2020 6:07 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
Johnlee85 Wow huge run up today. What's the news?
29/12/2020 4:44 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
Johnlee85 Ah thanks. Extension of SST exemption :)
29/12/2020 7:38 PM
Jerry I will be very disappointed if this yr cant close above 1.6...lol
29/12/2020 10:39 PM
JJchan Sales Tax 10% extended to 6 June 2021 Too!!!!....Can reached 2.00
29/12/2020 11:52 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
HrryPttr Tomorrow continue. My TP 1.60
30/12/2020 12:23 AM
tws13282 1st tp 1.6 2nd tp 1.88
30/12/2020 7:24 AM
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
Johnlee85 Higher price target by Aminvest
04/01/2021 11:09 AM
King_trader_shadow Anyone here using Maybank Trading, can share their latest IB GVY portfolio?
05/01/2021 7:23 PM
ABSBOSS Wah, down to 1.36, closing at 1.42... Good
08/01/2021 5:09 PM
chanph Hold tight
08/01/2021 6:28 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
Snowthief Uptrend uptrend!
15/01/2021 9:05 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
SinGor Mini Bull starts if 1.450 is crossed
20/01/2021 2:58 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
amateurJR long time din back here
22/01/2021 4:02 PM
damiantreez https://www.klsescreener.com/v2/news/view/782325
25/01/2021 4:33 PM
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
Johnlee85 Interesting if Bauto becomes a short squeeze candidate
28/01/2021 8:23 PM


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