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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.
  SinGor https://finance.yahoo.com/news/federal-reserve-cuts-rates-to-zero-restarts-quantitative-easing-qe-210001968.html Fed cuts to Zero......Bank Negara how???? Car Loan + HOuse loan will drop soon 16/03/2020 10:43 AM  observatory BAuto doesn't delay its financial results announcement. Its quarter ends on Jan31. That's why it releases in March instead of Feb. Anyway the result is weak, and this is the quarter after its pricing issue has been resolved, but before being hit by Covid-19. Expect worse results in Jun. 17/03/2020 6:23 PM RainT omg think this recent quarter release is the good result but end up bad result not yet take in Covid 19 already bad, if take in Covid 19 will be more worse 17/03/2020 8:25 PM RainT anybody buying or holding ? what is reason buy/hold? i found that the expectation of good result is vanish with this bad quarter result release 17/03/2020 8:28 PM  James Ng https://klse.i3investor.com/blogs/general/2020-03-18-story-h1484897510.jsp [转贴] [BERMAZ AUTO BHD：QoQ税前盈利增加，主要是由于销售组合的改变（更多高价值车型）] - James的股票投资James Share Investing 18/03/2020 7:30 AM Vess88 If they can maintain their dividend payout this counter shall be fine... like the joker upstairs mentioned before... with data... then only you know whether is dividend trap or not... am i right? Joker catch the bear...lol.... 18/03/2020 9:59 AM observatory Average down is a risky psychology. Better to treat each new buy and sell decisions on individual basis. Forget about past sunk cost. 18/03/2020 8:25 PM observatory Having said that, I myself cannot avoid such psychology. What I do is to compile a total paper profit/ loss on each stock based on current price. Looking at number, I will know average down does not reduce any paper loss. 18/03/2020 8:28 PM shpg22 Even before the outbreak, it is estimated that 40% of the SME businesses just managed to get by. With the MCO and eventual slowdown, at least half of this businesses is expected to close down and a million employees will be jobless. The effect on Malaysia economy will be widespread coupled with low tourism income and extreme low oil price. Ringgit is expected to be further weaken to 1 USD - 5 MYR. Import of CKD parts & CBU will be more expensive, low buying power from consumer and prolong pandemic, BAUTO will sink further. 21/03/2020 9:40 AM RainT now almost all biz also look bad in certain aspect so up to us to find out which worth to invest 22/03/2020 11:23 PM SinGor only bangla and Indo impacted. General Manager still draw same salary. Rich Towkay is in same financial position. Maybe Change Mercedes / 700series BMW to Madza 14/04/2020 5:10 PM  JJchan CEO bought everyday at 1.70--1.77 before Q results. I think he expects price 2.0++ 17/04/2020 4:04 PM JJchan If there is a Rally next week, i think Bau can gain 25cents next week bcos the liquidity is drying-up. Everyday EPF and KWSP are buying up to 2mil shares while the total Volume done for the day is only 4mil 18/04/2020 2:14 PM  patrick8 Mazda model sales Oct'19 to Dec'19 - 2705 units (1.7% of national sales) Mazda model sales Jan'20 to Feb'20 - 2202 units (2.7% of national sales) No figures yet on March'20 sales. I would expect it to be impacted from the MCO as well as April's. However, one can see that Bermaz managed to increase their sales quantum by 1% due to introduction of new models and local funds are buying up this share. Please make your own due diligence on this counter. 20/04/2020 5:21 PM JJchan Breathing space for some. Despite the “restricted operations” accorded to some sectors, the impact of the MCO still remains widespread. Within our coverage, sectors that are allowed to resume operations under strict guidelines include: Aerospace: DRB via CTRM and UMW via UMW Aerospace. Automotive: Limited to exports of CBU (Mazda; BAuto) and equipment and components (Pecca). Machines & equipment: This seems rather broad but could likely encompass tech related companies (names like UWC and Vitrox have been operating at sub optimal levels since MCO day-1) and EMS (understand that VSI will soon recommence limited operations). Construction: Listed contactors do not fall under the G1-G2 category (paid up capital <RM25k) which has been allowed to operate. Buildings with IBS score of >70 can recommence works; positive for IBS players like Kimlun. Jobs that are >90% complete can also proceed, offering a mild reprieve to contractor’s orderbook execution. Services related to science, professional and technical: O&G is one of the 4 areas that falls under this category but no further details provided. Shops involved in hardware, E&E and optical: Think FocusP. Others: Social health services, barber shops and full-service laundry. 20/04/2020 7:07 PM JJchan https://klse.i3investor.com/blogs/hleresearch/2020-04-20-story-h1506045462-Economics_Strategy_On_to_Round_3.jsp 20/04/2020 7:08 PM Stockhunter88 Automotive is 1 of the sector that yet to recover from covid, so the potential is high. 27/04/2020 6:47 PM Stockhunter88 Plus there are rumours says opr might drop which will benefit automotive 27/04/2020 6:47 PM SinGor https://www.theedgemarkets.com/article/sc-and-bursa-extend-temporary-short-selling-suspension-amid-covid19-volatility#.XqfDYJooJLs.facebook I think No Short selling til 30June is to protect Airasia and Sapnrg. However Bauto will also benefit alot too 28/04/2020 3:41 PM RainT for premium car buyers , if they prefer quality and style over price, no matter how also, these premium car buyers will still buy MAZDA 03/05/2020 6:34 PM roshazli Corona Menyebar, Penjualan Pelaku industri otomotif kini sedang berupaya keras bertahan dalam besarnya tekanan ekonomi yang terjadi pada beberapa bulan belakang. Seperti apa geliat industri otomotif yang harus terrem sementara di tengah pandemic? https://www.youtube.com/watch?v=ijv_CIw92Ck 20/05/2020 4:15 PM amytrojan roshazli u not understand bauto leh. Their target customers are not poor ones..economy down these groups of potential customers can still have the means to spend leh 21/05/2020 4:16 PM RainT yup lo MAZDA is buy by mid income people so many will defer to buy MAZDA, unless if have special discount and again if have this will eat away BAUTO margin 23/05/2020 5:47 PM addy my friend working in hong leong bank told me now hong leong bank give car loan ,installment rm1000 per month bank account saving must have cash money 24k for instalment 2years money in 2 year bank to give lending...tightening lending...many bank loan margin give 70% max loans. example : your bank account saving in year 2018 have 24k until now still have 24k ,bank give lending...if year 2018 bank saving have 10k 2019 year have 15k now have years 2020 have saving 24k bank will rejected loan... 24/05/2020 3:08 PM  | |
