Highlights
KLSE: MBMR (5983)       MBM RESOURCES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
3.19   -0.04 (1.24%)  3.18 - 3.23  321,500
Analyze this stock with MQ Trader system

Financials


Market Cap: 1,247 Million

Market Cap 1,247 Million
NOSH 391 Million

Latest Audited Result:  31-Dec-2019

Latest Audited Result: 31-Dec-2019
Announcement Date 22-May-2020
Next Audited Result: 31-Dec-2020
Est. Ann. Date: 22-May-2021
Est. Ann. Due Date: 29-Jun-2021

Latest Quarter:  31-Mar-2020 [#1]

Latest Quarter: 31-Mar-2020 [#1]
Announcement Date 21-May-2020
Next Quarter: 30-Jun-2020
Est. Ann. Date: 20-Aug-2020
Est. Ann. Due Date: 29-Aug-2020
QoQ | YoY   -33.65%  |    -45.16%

Annual (Unaudited) ( EPS: 56.41, P/E: 5.66 )

Revenue | NP to SH 2,088,495  |  220,494
RPS | P/RPS 534.30 Cent  |  0.60
EPS | P/E | EY 56.41 Cent  |  5.66  |  17.68%
DPS | DY | Payout % 13.00 Cent  |  4.08%  |  23.05%
NAPS | P/NAPS 4.46  |  0.72
YoY   33.19%
NP Margin | ROE 11.80%  |  12.65%
F.Y. | Ann. Date 31-Dec-2019  |  26-Feb-2020

T4Q Result ( EPS: 50.67, P/E: 6.30 )

Revenue | NP to SH 1,943,469  |  198,068
RPS | P/RPS 497.19 Cent  |  0.64
EPS | P/E | EY 50.67 Cent  |  6.30  |  15.88%
DPS | DY | Payout % 13.00 Cent  |  4.08%  |  25.66%
NAPS | P/NAPS 4.47  |  0.71
QoQ | YoY   -10.17%  |    8.60%
NP Margin | ROE 11.22%  |  11.34%
F.Y. | Ann. Date 31-Mar-2020  |  21-May-2020

Annualized Result ( EPS: 27.84, P/E: 11.45 )

Revenue | NP to SH 1,496,160  |  108,916
RPS | P/RPS 382.76 Cent  |  0.83
EPS | P/E | EY 27.84 Cent  |  11.45  |  8.73%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -50.60%  |    -45.16%
NP Margin | ROE 8.09%  |  6.23%
F.Y. | Ann. Date 31-Mar-2020  |  21-May-2020


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2020 21-May-2020 31-Mar-2020 1 374,040 31,267 30,274 27,229 - 1,747,267 - % 8.09% 1.56% 390,887 95.69 95.69 6.96 6.96 0.00 0.00 4.4700 4.47   -33.65%   -45.16% 31-Mar-2020 2.78 2.91 39.91 0.62 2.51% 0.00% 21-May-2020 2.85 2.98 40.91 0.64 2.44% 0.00%
31-Dec-2019 26-Feb-2020 31-Dec-2019 4 496,063 42,159 43,568 41,037 27,362 1,743,358 66.68% 8.78% 2.35% 390,887 126.91 126.91 10.50 10.50 7.00 7.00 4.4600 4.46   -26.41%   -31.70% 31-Dec-2019 3.86 3.04 36.77 0.87 2.72% 1.81% 26-Feb-2020 3.96 3.12 37.72 0.89 2.65% 1.77%
31-Dec-2019 21-Nov-2019 30-Sep-2019 3 515,321 67,351 63,159 55,764 - 1,704,270 - % 12.26% 3.27% 390,887 131.83 131.83 14.27 14.27 0.00 0.00 4.3600 4.36   -24.68%   46.34% 30-Sep-2019 3.95 3.00 27.69 0.91 3.61% 0.00% 21-Nov-2019 3.70 2.81 25.94 0.85 3.86% 0.00%
31-Dec-2019 20-Aug-2019 30-Jun-2019 2 558,045 89,309 81,081 74,038 23,453 1,669,090 31.68% 14.53% 4.44% 390,887 142.76 142.76 18.94 18.94 6.00 6.00 4.2700 4.27   49.10%   114.30% 28-Jun-2019 2.90 2.03 15.31 0.68 6.53% 2.07% 20-Aug-2019 3.67 2.57 19.38 0.86 5.16% 1.63%
31-Dec-2019 23-May-2019 31-Mar-2019 1 532,450 61,492 58,654 49,655 - 1,618,274 - % 11.02% 3.07% 390,887 136.22 136.22 12.70 12.70 0.00 0.00 4.1400 4.14   -17.35%   51.32% 29-Mar-2019 2.76 2.03 21.73 0.67 4.60% 0.00% 23-May-2019 2.80 2.06 22.04 0.68 4.54% 0.00%
31-Dec-2018 27-Feb-2019 31-Dec-2018 4 498,977 73,135 68,489 60,080 11,726 1,579,186 19.52% 13.73% 3.80% 390,887 127.65 127.65 15.37 15.37 3.00 3.00 4.0400 4.04   57.67%   131.33% 31-Dec-2018 2.20 1.72 14.31 0.54 6.99% 1.36% 27-Feb-2019 2.59 2.03 16.85 0.64 5.93% 1.16%
31-Dec-2018 22-Nov-2018 30-Sep-2018 3 472,475 45,127 42,968 38,105 - 1,516,644 - % 9.09% 2.51% 390,887 120.87 120.87 9.75 9.75 0.00 0.00 3.8800 3.88   10.30%   419.57% 28-Sep-2018 2.06 1.70 21.13 0.53 4.73% 0.00% 22-Nov-2018 1.87 1.55 19.18 0.48 5.21% 0.00%
31-Dec-2018 28-Aug-2018 30-Jun-2018 2 493,316 43,209 40,496 34,548 11,726 1,493,190 33.94% 8.21% 2.31% 390,887 126.20 126.20 8.84 8.84 3.00 3.00 3.8200 3.82   5.28%   113.87% 29-Jun-2018 2.38 1.89 26.93 0.62 3.71% 1.26% 28-Aug-2018 2.32 1.84 26.25 0.61 3.81% 1.29%
31-Dec-2018 23-May-2018 31-Mar-2018 1 463,460 39,248 37,067 32,815 - 1,458,010 - % 8.00% 2.25% 390,887 118.57 118.57 8.40 8.40 0.00 0.00 3.7300 3.73   117.11%   68.93% 30-Mar-2018 2.45 2.07 29.18 0.66 3.43% 0.00% 2.35 1.98 27.99 0.63 3.57% 0.00%
31-Dec-2017 22-Feb-2018 31-Dec-2017 4 443,770 -202,622 -204,274 -191,743 5,863 1,438,456 - % -46.03% -13.33% 390,885 113.53 113.53 -49.05 -49.05 1.50 1.50 3.6800 3.68   -2,714.44%   -2,634.27% 29-Dec-2017 2.20 1.94 -4.48 0.60 -22.30% 0.68% 22-Feb-2018 2.29 2.02 -4.67 0.62 -21.42% 0.66%
31-Dec-2017 22-Nov-2017 30-Sep-2017 3 466,805 11,678 9,150 7,334 - 1,629,990 - % 1.96% 0.45% 390,885 119.42 119.42 1.88 1.88 0.00 0.00 4.1700 4.17   -54.60%   -65.56% 29-Sep-2017 2.04 1.71 108.73 0.49 0.92% 0.00% 22-Nov-2017 2.12 1.78 112.99 0.51 0.89% 0.00%
31-Dec-2017 23-Aug-2017 30-Jun-2017 2 403,909 19,821 18,089 16,154 5,863 1,629,990 36.30% 4.48% 0.99% 390,885 103.33 103.33 4.13 4.13 1.50 1.50 4.1700 4.17   -16.84%   -14.13% 30-Jun-2017 2.25 2.18 54.44 0.54 1.84% 0.67% 23-Aug-2017 2.18 2.11 52.75 0.52 1.90% 0.69%
31-Dec-2017 24-May-2017 31-Mar-2017 1 418,072 22,622 21,013 19,425 - 1,610,281 - % 5.03% 1.21% 390,845 106.97 106.95 4.97 4.97 0.00 0.00 4.1200 4.12   156.74%   5.59% 31-Mar-2017 2.52 2.36 50.70 0.61 1.97% 0.00% 24-May-2017 2.42 2.26 48.69 0.59 2.05% 0.00%
31-Dec-2016 22-Feb-2017 31-Dec-2016 4 437,228 11,135 9,413 7,566 11,743 1,608,836 155.21% 2.15% 0.47% 391,444 111.70 111.86 1.94 1.94 3.00 3.00 4.1100 4.12   -64.48%   2.12% 30-Dec-2016 2.14 1.92 110.72 0.52 0.90% 1.40% 22-Feb-2017 2.42 2.17 125.20 0.59 0.80% 1.24%
31-Dec-2016 23-Nov-2016 30-Sep-2016 3 431,942 26,084 24,080 21,298 11,723 1,598,327 55.05% 5.57% 1.33% 390,789 110.53 110.50 5.45 5.45 3.00 3.00 4.0900 4.09   13.21%   146.99% 30-Sep-2016 2.50 2.26 45.87 0.61 2.18% 1.20% 23-Nov-2016 2.43 2.20 44.59 0.59 2.24% 1.23%
31-Dec-2016 25-Aug-2016 30-Jun-2016 2 427,100 23,599 21,545 18,813 11,731 1,587,704 62.36% 5.04% 1.18% 391,060 109.22 109.26 4.82 4.81 3.00 3.00 4.0600 4.06   2.26%   -35.62% 30-Jun-2016 2.01 1.84 41.78 0.50 2.39% 1.49% 25-Aug-2016 2.44 2.23 50.72 0.60 1.97% 1.23%
31-Dec-2016 18-May-2016 31-Mar-2016 1 373,936 21,941 20,857 18,397 - 1,570,189 - % 5.58% 1.17% 390,594 95.74 95.66 4.71 4.71 0.00 0.00 4.0200 4.02   148.31%   -47.65% 31-Mar-2016 2.20 2.30 46.71 0.55 2.14% 0.00% 18-May-2016 2.20 2.30 46.71 0.55 2.14% 0.00%
31-Dec-2015 24-Feb-2016 31-Dec-2015 4 439,325 11,422 9,518 7,409 11,698 1,594,884 157.89% 2.17% 0.46% 389,947 112.66 112.39 1.90 1.90 3.00 2.99 4.0900 4.08   -14.08%   -76.52% 31-Dec-2015 2.40 2.13 126.32 0.59 0.79% 1.25% 24-Feb-2016 2.43 2.16 127.89 0.59 0.78% 1.23%
31-Dec-2015 18-Nov-2015 30-Sep-2015 3 411,184 12,454 11,286 8,623 27,312 1,588,036 316.74% 2.74% 0.54% 390,180 105.38 105.19 2.21 2.21 7.00 6.99 4.0700 4.06   -70.49%   -66.84% 30-Sep-2015 2.89 2.74 130.77 0.71 0.76% 2.42% 18-Nov-2015 2.83 2.69 128.05 0.70 0.78% 2.47%
31-Dec-2015 19-Aug-2015 30-Jun-2015 2 374,413 33,930 32,540 29,224 27,348 1,609,664 93.58% 8.69% 1.82% 390,695 95.83 95.79 7.48 7.48 7.00 7.00 4.1200 4.12   -16.84%   -6.47% 30-Jun-2015 3.48 3.63 46.52 0.84 2.15% 2.01% 19-Aug-2015 3.09 3.22 41.31 0.75 2.42% 2.27%
31-Dec-2015 25-May-2015 31-Mar-2015 1 591,741 65,180 49,989 35,140 - 1,579,240 - % 8.45% 2.23% 390,901 151.38 151.38 8.99 8.99 0.00 0.00 4.0400 4.04   11.38%   50.04% 31-Mar-2015 3.29 2.17 36.60 0.81 2.73% 0.00% 25-May-2015 3.45 2.28 38.38 0.85 2.61% 0.00%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 411,525 39,761 34,173 31,550 15,634 1,172,558 49.55% 8.30% 2.69% 390,852 105.29 105.28 8.08 8.07 4.00 4.00 3.0000 3.00   21.31%   -3.98% 31-Dec-2014 2.90 2.75 35.93 0.97 2.78% 1.38% 27-Feb-2015 3.34 3.17 41.38 1.11 2.42% 1.20%
31-Dec-2014 18-Nov-2014 30-Sep-2014 3 423,086 27,924 28,187 26,007 15,639 1,497,518 60.14% 6.66% 1.74% 390,996 108.21 108.24 6.66 6.65 4.00 4.00 3.8300 3.83   -16.76%   -25.96% 30-Sep-2014 2.85 2.63 42.85 0.74 2.33% 1.40% 18-Nov-2014 2.82 2.61 42.40 0.74 2.36% 1.42%
31-Dec-2014 19-Aug-2014 30-Jun-2014 2 492,174 36,533 34,485 31,244 15,638 1,485,614 50.05% 7.01% 2.10% 390,951 125.89 125.91 8.00 7.99 4.00 4.00 3.8000 3.80   33.40%   -15.91% 30-Jun-2014 3.10 2.46 38.79 0.82 2.58% 1.29% 19-Aug-2014 2.88 2.29 36.04 0.76 2.77% 1.39%
31-Dec-2014 20-May-2014 31-Mar-2014 1 447,359 27,965 26,780 23,421 - 1,454,526 - % 5.99% 1.61% 391,001 114.41 114.45 5.99 5.99 0.00 0.00 3.7200 3.72   -28.72%   -28.49% 31-Mar-2014 3.25 2.84 54.26 0.87 1.84% 0.00% 20-May-2014 3.17 2.77 52.92 0.85 1.89% 0.00%
31-Dec-2013 20-Feb-2014 31-Dec-2013 4 421,550 33,001 36,137 32,858 11,715 1,440,990 35.65% 8.57% 2.28% 390,512 107.95 107.84 8.41 8.41 3.00 3.00 3.6900 3.69   -6.45%   7.72% 31-Dec-2013 3.21 2.97 38.15 0.87 2.62% 0.93% 20-Feb-2014 3.45 3.20 41.00 0.93 2.44% 0.87%
31-Dec-2013 20-Nov-2013 30-Sep-2013 3 549,339 49,921 45,725 35,124 - 1,410,429 - % 8.32% 2.49% 390,700 140.60 140.54 8.99 8.99 0.00 0.00 3.6100 3.61   -5.47%   -0.97% 30-Sep-2013 3.60 2.56 40.04 1.00 2.50% 0.00% 20-Nov-2013 3.58 2.55 39.82 0.99 2.51% 0.00%
31-Dec-2013 22-Aug-2013 30-Jun-2013 2 573,604 52,516 47,427 37,156 11,721 1,387,000 31.55% 8.27% 2.68% 390,704 146.81 146.74 9.51 9.51 3.00 3.00 3.5500 3.55   13.45%   26.16% 28-Jun-2013 3.83 2.61 40.27 1.08 2.48% 0.78% 22-Aug-2013 3.67 2.50 38.59 1.03 2.59% 0.82%
31-Dec-2013 29-May-2013 31-Mar-2013 1 609,921 46,763 41,678 32,751 - 1,371,790 - % 6.83% 2.39% 390,823 156.06 156.03 8.38 8.38 0.00 0.00 3.5100 3.51   7.37%   -20.16% 29-Mar-2013 3.47 2.22 41.41 0.99 2.41% 0.00% 29-May-2013 4.06 2.60 48.45 1.16 2.06% 0.00%
31-Dec-2012 25-Feb-2013 31-Dec-2012 4 524,759 46,906 38,173 30,502 9,818 981,866 32.19% 7.27% 3.11% 327,288 160.34 134.25 8.57 7.80 3.00 2.51 3.0000 2.51   -14.00%   15.51% 31-Dec-2012 3.21 2.00 34.44 1.07 2.90% 0.93% 25-Feb-2013 3.31 2.06 35.52 1.10 2.82% 0.91%
31-Dec-2012 08-Nov-2012 30-Sep-2012 3 584,951 50,407 45,483 35,468 9,188 1,026,060 25.91% 7.78% 3.46% 306,286 190.98 149.65 11.58 9.07 3.00 2.35 3.3500 2.62   20.43%   0.42% 28-Sep-2012 3.36 1.76 29.02 1.00 3.45% 0.89% 08-Nov-2012 3.38 1.77 29.19 1.01 3.43% 0.89%
31-Dec-2012 09-Aug-2012 30-Jun-2012 2 614,287 43,813 40,000 29,451 7,895 865,896 26.81% 6.51% 3.40% 263,190 233.40 157.15 11.19 7.53 3.00 2.02 3.2900 2.22   -28.21%   39.54% 29-Jun-2012 2.99 1.28 26.72 0.91 3.74% 1.00% 09-Aug-2012 3.92 1.68 35.03 1.19 2.85% 0.77%
31-Dec-2012 24-May-2012 31-Mar-2012 1 543,661 56,192 51,764 41,021 - 1,147,032 - % 9.52% 3.58% 243,015 223.71 139.08 16.88 10.49 0.00 0.00 4.7200 2.93   55.35%   7.51% 30-Mar-2012 3.54 1.58 20.97 0.75 4.77% 0.00% 24-May-2012 2.83 1.27 16.77 0.60 5.96% 0.00%
31-Dec-2011 24-Feb-2012 31-Dec-2011 4 492,262 31,553 30,237 26,406 14,577 971,865 55.21% 6.14% 2.72% 242,966 202.60 125.93 9.28 6.76 6.00 3.73 4.0000 2.49   -25.24%   -9.32% 30-Dec-2011 2.45 1.21 22.54 0.61 4.44% 2.45% 24-Feb-2012 3.55 1.75 32.66 0.89 3.06% 1.69%
31-Dec-2011 10-Nov-2011 30-Sep-2011 3 421,481 43,622 39,369 35,320 14,564 1,077,806 41.24% 9.34% 3.28% 242,749 173.63 107.83 14.55 9.04 6.00 3.73 4.4400 2.76   67.35%   2.97% 30-Sep-2011 2.29 1.32 15.74 0.52 6.35% 2.62% 10-Nov-2011 2.40 1.38 16.49 0.54 6.06% 2.50%
31-Dec-2011 11-Aug-2011 30-Jun-2011 2 382,017 29,037 25,523 21,106 - 1,058,943 - % 6.68% 1.99% 242,876 157.29 97.73 8.69 5.40 0.00 0.00 4.3600 2.71   -44.68%   -45.57% 30-Jun-2011 2.48 1.58 28.54 0.57 3.50% 0.00% 11-Aug-2011 2.28 1.45 26.24 0.52 3.81% 0.00%
31-Dec-2011 24-May-2011 31-Mar-2011 1 409,813 46,379 42,942 38,155 - 1,029,847 - % 10.48% 3.70% 241,182 169.92 104.84 15.82 9.76 0.00 0.00 4.2700 2.63   31.03%   -4.46% 31-Mar-2011 2.32 1.37 14.66 0.54 6.82% 0.00% 24-May-2011 2.28 1.34 14.41 0.53 6.94% 0.00%
31-Dec-2010 17-Feb-2011 31-Dec-2010 4 371,139 33,031 34,826 29,120 12,113 969,072 41.60% 9.38% 3.00% 242,268 153.19 94.95 12.01 7.45 5.00 3.10 4.0000 2.48   -15.10%   40.45% 30-Dec-2010 2.57 1.68 21.38 0.64 4.68% 1.95% 17-Feb-2011 2.48 1.62 20.63 0.62 4.85% 2.02%
31-Dec-2010 11-Nov-2010 30-Sep-2010 3 388,704 42,324 38,921 34,300 12,073 985,164 35.20% 10.01% 3.48% 241,461 160.98 99.44 14.16 8.77 5.00 3.09 4.0800 2.52   -11.55%   52.50% 30-Sep-2010 2.44 1.52 17.18 0.60 5.82% 2.05% 11-Nov-2010 2.32 1.44 16.33 0.57 6.12% 2.16%
31-Dec-2010 17-Aug-2010 30-Jun-2010 2 404,816 51,846 43,401 38,779 - 961,460 - % 10.72% 4.03% 240,967 168.00 103.56 16.01 9.92 0.00 0.00 3.9900 2.46   -2.90%   178.05% 30-Jun-2010 2.23 1.33 13.86 0.56 7.22% 0.00% 17-Aug-2010 2.43 1.45 15.10 0.61 6.62% 0.00%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  leno likes this.
 
xiaodi 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 3:09 PM
xiaodi bank stop make home loan and car loan those have work permit singapore
24/05/2020 3:12 PM
xiaodi many customer cannot reach bank term condition to take loan in cmco
24/05/2020 3:19 PM
MrRightTiming GLNT Stock market moves ahead of economy lah. April 99% down is already known since like....1.5 months ago. If you don't know market moves ahead of economy, better stay away from stocks.

Haha..well said!
28/05/2020 2:31 AM
Jack888 uptrend....buy !
28/05/2020 8:57 AM
investortrader88 just bought at RM 2.90 just now.keep.good luck guys !
28/05/2020 3:59 PM
GLNT https://www.theedgemarkets.com/article/perodua-registers-7886-cars-may-has-sold-52920-cars-ytd
02/06/2020 3:05 PM
GLNT Who buy cars at this period? Malaysians! Almost back to pre-MCO levels
02/06/2020 3:06 PM
Cropsickle In Q1 2019, Perodua sold 60,700 units.
https://www.theedgemarkets.com/article/automotive-sectors-growth-seen-demand-new-suvs

In Q1 2020, Perodua sold 36,376 (Jan-Feb) + 8,601 (March) = 44,977 units
https://paultan.org/2020/03/24/malaysia-vehicle-sales-data-for-february-2020-by-brand/
https://www.theedgemarkets.com/article/perodua-registers-7886-cars-may-has-sold-52920-cars-ytd

The numbers are not bad considering the circumstances, but the Q1 QR will likely not be favorable and seeing that we are in June and only 8k units have been sold since April, the Q2 QR will not be...favorable.

I do feel that this counter will grow big in the future, but I don't know whether any increase in price now can be sustained over the next few months. Truthfully, I'd like it if it stays below 3.00 so I can come back after milking the health stocks, so that is my udang sebalik batu.
02/06/2020 10:31 PM
GLNT Q1 quarter results already out
02/06/2020 10:34 PM
Cropsickle @GLNT Ah, thanks for pointing out. I totally missed it.
I wonder how much the 26% reduction in unit sales contributed to the -33% QoQ.
02/06/2020 10:46 PM
GLNT Lower revenue with fixed costs, automatically lower margins.
02/06/2020 11:37 PM
investortrader88 klci bull run.huat ahhhhh !
03/06/2020 9:35 AM
Value888 QR so bad. Dropped 45%.
05/06/2020 8:43 AM
investortrader88 huat aghhhhhhhhhhh. !
05/06/2020 12:06 PM
GLNT Value888, market goes ahead of economy by 6 months. everybody knows 1q and 2q will be shit.
05/06/2020 2:21 PM
Hafid 100% tax free for local vehicle purchase asemble in malaysia
05/06/2020 4:37 PM
Hafid 100% tax exemption for the purchase of locally assembled cars beginning june until dec 31
05/06/2020 4:38 PM
investortrader88 https://www.theedgemarkets.com/article/auto-players-shares-soar-after-pm-announces-sales-tax-exemption
05/06/2020 5:37 PM
AFMGT lets go buy myvi, haha
05/06/2020 6:07 PM
shareinvestor88 RECESSION RETRENCHMENT REDUCTION IN SALARY 3Rs BETTER SELL AUTO STOCKS
07/06/2020 12:42 AM
shareinvestor88 Public transport is way to go
07/06/2020 12:42 AM
Chua Joe Beng Aminvestment Bank Research: National Economic Recovery Plan to bode well for auto sector.

KUALA LUMPUR (June 6): AmInvestment Bank Research has upgraded the auto sector to "overweight" (from "neutral") and said the cut in sales tax for motor vehicles sales announced in the government’s National Economic Recovery Plan (Penjana) will a boost for the sector.

As part of its sector upgrade, AmInvestment Bank Research upgraded its fair value (FV) on MBM Resources Bhd to RM4.62 per share, from RM3.59 per share, while maintaining its “buy” call. It increased its financial year ending Dec 31, 2020 (FY20) earnings forecast by 15% to factor in higher Perodua sales.

Meanwhile, DRB-Hicom Bhd’s FV has been upgraded to RM2.49, from RM1.87(with its “buy” call maintained), with its earnings forecast for FY20 raised by 7% to reflect better Proton and Honda sales.

While the “hold” call on UMW Holdings Bhd is maintained, the counter’s FV is up to RM2.56, from RM1.74 per share. Its FY20 net profit forecast is up by 27% after accounting for higher Toyota and Perodua sales volumes.
07/06/2020 8:59 AM
shareinvestor88 Retrenchment happening , finding money buy food more important not buy car
07/06/2020 11:56 AM
gemfinder U not aford jeh. Not everyone as poor as u. Y not buy car if u can aford
07/06/2020 11:59 AM
GLNT Just look at perodua sales despite CMCO, back to almost pre MCO period. Malaysians just whack only.
07/06/2020 3:58 PM
shareinvestor88 3Rs better sell this stock
07/06/2020 10:44 PM
Collect In malaysia, public transport is still not good enough to get you everywhere. Also, ppl are afraid of the virus, so chances are that those who can afford will take this opportunity to get a car.
07/06/2020 11:15 PM
shareinvestor88 Agree with you , provided one has a job
07/06/2020 11:22 PM
shareinvestor88 No job no car no food
07/06/2020 11:23 PM
investortrader88 huat ahhhhhhh. !
09/06/2020 9:59 AM
GLNT WTH MBM share is doing when DRB and BAuto are up 6,-7%
09/06/2020 3:34 PM
charliecharlie slow and steady, firmly..going up.
10/06/2020 9:10 AM
dawchok I collected MBMR in view of the rebounded car sales recorded in May and waiver of sale tax which will boost sales up further till year end.
10/06/2020 5:42 PM
dawchok 9 cts div X on 9 July will definitely be received . Just do not know if there will be another dividend in Sep/Oct ?
10/06/2020 5:45 PM
Louise4 Price looks high to me, prefer Pecca for its attractive price & good return potential.
12/06/2020 11:40 AM
Louise4 Post removed. Why?
18/06/2020 1:51 PM
Louise4 Post removed. Why?
18/06/2020 3:13 PM
rosdi bank tightening lending now...
20/06/2020 1:28 AM
Chua Joe Beng 9c dividend ex date 9th July 2020! Gud stock worth buying anticipating for improved next QR.
01/07/2020 12:32 PM
soonli KUALA LUMPUR (July 1): Perusahaan Otomobil Kedua Sdn Bhd’s (Perodua) June car sales jumped to 21,250 units — its highest monthly figure so far this year and an increase of 169.5% over May’s sales of 7,886 units.

The sharp rise followed the sales tax exemption announced by the government on June 5, said Perodua president and chief executive officer Datuk Zainal Abidin Ahmad.

He said the tax exemption, aimed at boosting car sales amid the Covid-19 crisis, has provided many benefits for consumers including reduced vehicle prices of up to 6% for Perodua cars.

“The sizeable volume increase we’ve had as a result of that, allows us to help the supplier and dealer ecosystem in this time of need — we purchased nearly RM500 million worth of local components in June alone,” he said in a statement today.

“Our operations are now at full capacity and maximum overtime. We are working very hard to ensure our customers receive their cars as quickly as possible, with no compromise on safety and quality,” he added.

Perodua sold 8,601 cars in March before the Movement Control Order (MCO) came into effect on March 18. This resulted in the temporary suspension of the company’s operations nationwide for two months. Perodua officially resumed operations on May 19, the carmaker said.

Year-to-date, Perodua has sold some 74,000 cars.

“We are immensely grateful to be able to bounce back with such energy in just under two months since we restarted operations nationwide. Our outlook is positive and we hope this momentum will continue and help the industry grow,” Zainal said.

“We reiterate our commitment to the government, as Malaysia’s biggest carmaker by volume, to help the industry and ecosystem wherever we can including sustaining employment, so that we can all get through this difficult time,” he added.
01/07/2020 9:11 PM
soonli Very potential counter too look at in 2h 2020.

PE: 6.43
Profit Margin: >10%
Debt to cash ratio: 0.13 (almost net cash position)
current ratio: 3.89 (current asset triple than current liability)
earning yield : 15%
ROE% = 11%
DPS ; 22 cents
Dividend yield: 6.75% (60% dividend policy)
NTA : 4.47

Point to note:-
1. Strong cash flow (almost net cash), which is crucial during MCO period when most of the industries are hitting bad during this period.
2. With such a low PE, high profitability (>10% profit margin, 15% earning yield and 11% ROE), its worth to look at before further shooting
3. dividend policy of 60% pay out with about 6.75% return/year is much higher than FD (currently is only at about 2%)
4. Low interest rate and sales tax exemption to boost the sales from June 2020 onwards, this can be seen from the June's sales figure of Perodua (21,250 unit), which is exceeded average monthly sales figures last year (about 20,000 units)
5. TA chart is showing up trend since March 2020

Middle term Target Price: 4.00
Long Term Target Price: 5.00

Just sharing the info. Buy at own risk.
01/07/2020 9:39 PM
GLNT Just collect lah. Darn cheap
02/07/2020 11:34 AM
soonli Its hard to find a company with so good fundamental, and good prospect on better recovery in 2h 2020 due to benefit from PENJANA + low interest rate. From what we can see, myvi is a very strong model which we can see everywhere on the road and economical used vehicle which suit to local market, at any point in time.

I think its time to collect more before it shooting further.
02/07/2020 12:43 PM
soonli KUALA LUMPUR (July 2): MIDF Research has maintained its positive rating on the Malaysian automotive sector and said the sector is set to see an inflection point from 3Q20 onwards from a strong combination of tax-holiday-induced demand, robust consumer liquidity and a low interest rate environment.

In a note today, MIDF analyst Hafriz Hezry said the research house’s top sector picks are Bermaz Auto Bhd (BAuto) and UMW Holdings Bhd.

Hafriz noted Perusahaan Otomobil Kedua Sdn Bhd (Perodua) registered a strong 33% year-on-year (y-o-y) growth in June total industry volume (TIV) and almost tripled sequentially, marking an important inflection point in volume trends.

He said car prices have generally been reduced by 2% to 7% (3% to 6% for Perodua) given savings from the sales tax exemption incentive.

As a bellwether of the auto industry, this should signal the trend for sector-wide TIV to be announced later this month, Hafriz added.
02/07/2020 1:15 PM
soonli (图:马新社)
(吉隆坡2日讯)第二国产车(Perodua)和宝腾(PROTON)两大国产车6月销量强势回升,其他汽车公司也有望捎来好消息,分析员认为,汽车业获得税务假期等3大利多支持,下半年销量可望止跌回弹。

减免消费税
国产车销量强升

政府上月取消汽车销售税,带动第二国产车(Perodua)的6月销量按年上升33%,至2万1250辆,按月更大起169.5%;宝腾(PROTON)上月也卖出9623辆汽车,分别按年和按月提高26.3%和69.5%。

MIDF研究指出,在销售税6月15日开始豁免后,汽车售价平均降低2至7%,推动销量强劲上扬,这支撑了该行较早发表的看法。

该行曾指出,在2018年的3个月税务假期期间,车商平均每月多卖出2万1000辆汽车,而该行看好下半年的销售税豁免也会推动车商每月销量增加7800辆,并强调这是相对保守的预测。
02/07/2020 6:59 PM
soonli Perodua president and chief executive officer Datuk Zainal Abidin Ahmad (pic) said Perodua has the capacity to be a possible contract manufacturer for the project

RAWANG: Malaysia’s second national carmaker Perusahaan Otomobil Kedua Sdn Bhd (Perodua) is in talks with the government to participate in the realisation of the third national car project.

Perodua president and chief executive officer Datuk Zainal Abidin Ahmad said Perodua has the capacity to be a possible contract manufacturer for the project.

“Perodua has given a proposal to the government on its vendor system, which could be beneficial to the project, ” he said following a signing ceremony between the Malaysia Automotive Robotics and IoT Institute (MARii), Perodua, the Perodua Suppliers Association and Perodua Dealers Association earlier yesterday.

International Trade and Industry Senior Minister Datuk Seri Mohamed Azmin Ali, who was present at the event, said the third national car project is still ongoing.

“Despite having a new government, the project is still on, ” he said.

Back in February, former Prime Minister Tun Dr Mahathir Mohamad said that a prototype for the third national car was ready and that the government was waiting for private investors to invest in the development of the project.

Dr Mahathir said Malaysia was open to working with foreign companies to develop the new national car, adding that Malaysia already had the experience, having developed both Proton and Perodua with Japan previously.

It was previously reported that DreamEdge Sdn Bhd, the anchor company to drive the third national car project, was aiming to unveil its first prototype by March this year.

DreamEdge is an engineering services company catering to various industries such as automotive, rail, electronics, energy, defence, precision equipment and tooling design.

MARii chief executive officer Datuk Madani Sahari (pic below) said the vehicle be revealed later this year.



Perodua closed the month of June with 21,250 vehicles sold, its highest monthly sales figure this year and nearly triple that of the previous month’s.

The carmaker’s year-to-date sales total stands at 74,000 units.

Zainal said it would be difficult to forecast the outlook for the automotive industry for the rest of 2020, in light of the uncertainties and challenges created by the Covid-19 pandemic.

“It’s difficult to predict, but we will strive to continue doing our best and make sure that the ecosystem will continue to survive. We had made an initial forecast and yes, there has been a slowdown in sales. But for now, our strategy for the remainder of 2020 is to stay with what we had targeted to achieve before the movement control order (MCO).”

In January this year, Perodua targeted to sell 240,000 vehicles for 2020. At the moment, Zainal said sales could fall between 15% and 17% this year from the original target.

Perodua is however, expected to make an official announcement on its 2020 sales target later this month.
03/07/2020 7:47 AM
soonli From the announcement made by PM on 5 June, the newer price list only out in subsequent week, so actually the impact of sales rebate only taking place in 2nd half of June.

So actually the push up of sales due to PENJANA is just taking pace in 2nd half of June, with such a surge in sales for whole month of June really surprise to all.

Can imagine the full month impact starting from July onwards, the sales figure may highly likely to overtake June figures. looking for it

Dont forget 9 cents dividends entitlement prior 9 July (next week).
03/07/2020 3:09 PM
soonli Interest rate my drop again? who benefit?

(吉隆坡3日讯)《路透社》调查显示,经济学家普遍预期国家银行下周将再降息至少25基点,以减轻冠病对经济造成的冲击。

在接受调查的12位经济学家中,有7位预测国行会在议息会议上将隔夜政策利率(OPR)调低25基点至1.75%,另外两位更预期降幅可能高达50基点。

其余5位经济学家估计国行将保持2%指标利率,以观察连续3次降息的经济效应。

国行下周一将召开为期两天的第四次议息会议。

在第一季经济成长减缓到0.7%后,国行曾表示,我国正处于“前所未有的经济危机”中,并预期第二季经济将萎缩。
03/07/2020 3:24 PM
soonli (吉隆坡6日讯)政府豁免汽车领域的销售与服务税(SST)之举料刺激需求增长,分析师预计,国内汽车销售在下半年获改善,并看好宝腾(Proton)和第二国产车(Perodua)引领汽车行业增长。



大马投银研究指出,鉴于国内新冠肺炎(2019冠状病毒疾病)新确诊病例逐步减少,且大多数企业已恢复运营,预计汽车领域在下半年内强劲复苏。

同时,在短期国家经济重建计划(PENJANA)下,本地组装汽车(CKD)和整装进口(CBU)新车可分别扣税100%和50%,所有汽车价格预计下跌1.1%至6.5%,因此下半年的汽车总销量(TIV)将看涨,全年预计达56万5000辆。

该行认为,税务豁免是明智之举,因2018年的汽车价格也在6月至8月份的“零税率蜜月期”期间全面下滑3%至5%,刺激销量按年和按季分别增32%和42%,至19万8500辆。

同时,宝腾和第二国产车的汽车价格在扣税后更为实惠,因为这两家公司的产品均是本地组装汽车。

“由于宝腾和第二国产车的产品阵容和性价比与同行相比更具吸引力,相信它们将在下半年继续引领汽车行业的复苏。”

该行维持汽车领域“增持”评级,同时维持多元资源(DRBHCOM,1619,主要板工业)“买进”评级,合理价2.49令吉,MBM资源(MBMR,5983,主要板消费)也同为“买进”评级,合理价4.62令吉。
06/07/2020 8:02 PM