Highlights
KLSE: UMW (4588)       UMW HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
5.24   0.00 (0.00%)  0.00 - 0.00  0
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Financials


Market Cap: 6,122 Million

Market Cap 6,122 Million
NOSH 1,168 Million

Latest Audited Result:  31-Dec-2018

Latest Audited Result: 31-Dec-2018
Announcement Date 24-Apr-2019
Next Audited Result: 31-Dec-2019
Est. Ann. Date: 24-Apr-2020
Est. Ann. Due Date: 28-Jun-2020

Latest Quarter:  31-Mar-2019 [#1]

Latest Quarter: 31-Mar-2019 [#1]
Announcement Date 21-May-2019
Next Quarter: 30-Jun-2019
Est. Ann. Date: 29-Aug-2019
Est. Ann. Due Date: 29-Aug-2019
QoQ | YoY   474.15%  |    16.76%

Annual (Unaudited) ( EPS: 29.24, P/E: 17.92 )

Revenue | NP to SH 11,306,277  |  341,656
RPS | P/RPS 967.76 Cent  |  0.54
EPS | P/E | EY 29.24 Cent  |  17.92  |  5.58%
DPS | DY | Payout % 7.50 Cent  |  1.43%  |  25.65%
NAPS | P/NAPS 2.85  |  1.84
YoY   152.47%
NP Margin | ROE 4.26%  |  10.27%
F.Y. | Ann. Date 31-Dec-2018  |  27-Feb-2019

T4Q Result ( EPS: 30.31, P/E: 17.29 )

Revenue | NP to SH 11,665,741  |  354,074
RPS | P/RPS 998.53 Cent  |  0.52
EPS | P/E | EY 30.31 Cent  |  17.29  |  5.78%
DPS | DY | Payout % 2.50 Cent  |  0.48%  |  8.25%
NAPS | P/NAPS 2.93  |  1.79
QoQ | YoY   3.63%  |    159.28%
NP Margin | ROE 4.27%  |  10.35%
F.Y. | Ann. Date 31-Mar-2019  |  21-May-2019

Annualized Result ( EPS: 29.60, P/E: 17.69 )

Revenue | NP to SH 11,099,212  |  346,008
RPS | P/RPS 950.04 Cent  |  0.55
EPS | P/E | EY 29.60 Cent  |  17.69  |  5.65%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   1.27%  |    16.76%
NP Margin | ROE 3.99%  |  10.11%
F.Y. | Ann. Date 31-Mar-2019  |  21-May-2019


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-2019 21-May-2019 31-Mar-2019 1 2,774,803 140,676 110,841 86,502 - 3,421,582 - % 3.99% 2.53% 1,168,293 237.51 237.51 7.40 7.40 0.00 0.00 2.9287 2.93   474.15%   16.76% 29-Mar-2019 5.73 2.41 77.39 1.96 1.29% 0.00% 21-May-2019 5.45 2.29 73.61 1.86 1.36% 0.00%
31-Dec-2018 27-Feb-2019 31-Dec-2018 4 2,681,828 103,946 76,128 15,066 29,207 3,326,717 193.86% 2.84% 0.45% 1,168,293 229.55 229.55 1.29 1.29 2.50 2.50 2.8475 2.85   -88.24%   103.48% 31-Dec-2018 5.47 2.38 424.17 1.92 0.24% 0.46% 27-Feb-2019 5.82 2.54 451.31 2.04 0.22% 0.43%
31-Dec-2018 30-Nov-2018 30-Sep-2018 3 3,289,976 233,568 172,071 128,130 - 3,287,812 - % 5.23% 3.90% 1,168,293 281.61 281.61 10.97 10.97 0.00 0.00 2.8142 2.81   3.02%   536.31% 28-Sep-2018 5.02 1.78 45.77 1.78 2.18% 0.00% 30-Nov-2018 5.05 1.79 46.05 1.79 2.17% 0.00%
31-Dec-2018 29-Aug-2018 30-Jun-2018 2 2,919,134 301,339 139,597 124,376 - 3,178,577 - % 4.78% 3.91% 1,168,293 249.86 249.86 10.65 10.65 0.00 0.00 2.7207 2.72   67.89%   159.42% 29-Jun-2018 5.97 2.39 56.08 2.19 1.78% 0.00% 29-Aug-2018 6.05 2.42 56.83 2.22 1.76% 0.00%
31-Dec-2018 22-May-2018 31-Mar-2018 1 2,415,339 147,300 93,794 74,084 58,414 3,127,756 78.85% 3.88% 2.37% 1,168,293 206.74 206.74 6.34 6.34 5.00 5.00 2.6772 2.68   117.12%   267.39% 30-Mar-2018 6.13 2.97 96.67 2.29 1.03% 0.82% 22-May-2018 6.60 3.19 104.08 2.47 0.96% 0.76%
31-Dec-2017 27-Feb-2018 31-Dec-2017 4 2,954,658 17,584 -428,673 -432,670 - 3,082,426 - % -14.51% -14.04% 1,168,293 252.90 252.90 -37.04 -37.04 0.00 0.00 2.6384 2.64   -1,373.32%   71.79% 29-Dec-2017 5.20 2.06 -14.04 1.97 -7.12% 0.00% 27-Feb-2018 6.49 2.57 -17.52 2.46 -5.71% 0.00%
31-Dec-2017 28-Nov-2017 30-Sep-2017 3 2,671,008 19,932 -9,825 -29,367 - 3,521,354 - % -0.37% -0.83% 1,168,293 228.62 228.62 -2.51 -2.51 0.00 0.00 3.0141 3.01   85.97%   77.20% 29-Sep-2017 5.55 2.43 -220.79 1.84 -0.45% 0.00% 28-Nov-2017 5.30 2.32 -210.85 1.76 -0.47% 0.00%
31-Dec-2017 28-Aug-2017 30-Jun-2017 2 2,785,682 -11,199 -224,891 -209,302 - 3,535,257 - % -8.07% -5.92% 1,168,293 238.44 238.44 -17.92 -17.92 0.00 0.00 3.0260 3.03   -1,137.95%   -1,625.92% 30-Jun-2017 5.97 2.50 -33.32 1.97 -3.00% 0.00% 28-Aug-2017 5.75 2.41 -32.10 1.90 -3.12% 0.00%
31-Dec-2017 23-May-2017 31-Mar-2017 1 2,695,150 138,856 -10,561 20,165 - 4,758,811 - % -0.39% 0.42% 1,168,293 230.69 230.69 1.73 1.73 0.00 0.00 4.0733 4.07   101.31%   21.62% 31-Mar-2017 6.00 2.60 347.62 1.47 0.29% 0.00% 23-May-2017 5.91 2.56 342.41 1.45 0.29% 0.00%
31-Dec-2016 27-Feb-2017 31-Dec-2016 4 2,937,886 -542,762 -2,098,242 -1,533,664 - 4,718,463 - % -71.42% -32.50% 1,168,283 251.47 251.47 -131.27 -131.27 0.00 0.00 4.0388 4.04   -1,090.47%   -436.17% 30-Dec-2016 4.57 1.82 -3.48 1.13 -28.73% 0.00% 27-Feb-2017 5.58 2.22 -4.25 1.38 -23.53% 0.00%
31-Dec-2016 29-Nov-2016 30-Sep-2016 3 2,807,134 11,415 -162,876 -128,828 - 6,243,427 - % -5.80% -2.06% 1,167,978 240.34 240.28 -11.03 -11.03 0.00 0.00 5.3455 5.34   -962.32%   -1,052.66% 30-Sep-2016 5.83 2.43 -52.86 1.09 -1.89% 0.00% 29-Nov-2016 4.87 2.03 -44.15 0.91 -2.26% 0.00%
31-Dec-2016 29-Aug-2016 30-Jun-2016 2 2,716,796 108,805 -3,726 -12,127 - 6,361,661 - % -0.14% -0.19% 1,166,057 232.99 232.54 -1.04 -1.04 0.00 0.00 5.4557 5.45   -173.14%   -117.72% 30-Jun-2016 5.73 2.46 -550.96 1.05 -0.18% 0.00% 29-Aug-2016 5.85 2.51 -562.50 1.07 -0.18% 0.00%
31-Dec-2016 24-May-2016 31-Mar-2016 1 2,199,164 21,072 -4,933 16,580 - 6,344,887 - % -0.22% 0.26% 1,168,293 188.24 188.24 1.42 1.42 0.00 0.00 5.4309 5.43   105.80%   -89.96% 31-Mar-2016 6.87 3.65 484.09 1.26 0.21% 0.00% 24-May-2016 5.40 2.87 380.51 0.99 0.26% 0.00%
31-Dec-2015 25-Feb-2016 31-Dec-2015 4 4,160,904 -334,250 -391,571 -286,040 116,829 6,396,876 - % -9.41% -4.47% 1,168,293 356.15 356.15 -24.48 -24.48 10.00 10.00 5.4754 5.48   -2,215.21%   -469.23% 31-Dec-2015 7.87 2.21 -32.14 1.44 -3.11% 1.27% 25-Feb-2016 6.95 1.95 -28.39 1.27 -3.52% 1.44%
31-Dec-2015 26-Nov-2015 30-Sep-2015 3 3,533,179 72,239 27,912 13,523 - 6,814,892 - % 0.79% 0.20% 1,168,293 302.42 302.42 1.16 1.16 0.00 0.00 5.8332 5.83   -80.24%   -93.14% 30-Sep-2015 7.52 2.49 649.68 1.29 0.15% 0.00% 26-Nov-2015 8.28 2.74 715.33 1.42 0.14% 0.00%
31-Dec-2015 26-Aug-2015 30-Jun-2015 2 3,485,294 207,624 133,357 68,438 116,829 6,716,989 170.71% 3.83% 1.02% 1,168,293 298.32 298.32 5.86 5.86 10.00 10.00 5.7494 5.75   -58.56%   -51.79% 30-Jun-2015 10.14 3.40 173.10 1.76 0.58% 0.99% 26-Aug-2015 8.49 2.85 144.93 1.48 0.69% 1.18%
31-Dec-2015 26-May-2015 31-Mar-2015 1 3,240,373 320,017 236,011 165,154 - 6,602,729 - % 7.28% 2.50% 1,168,293 277.36 277.36 14.14 14.14 0.00 0.00 5.6516 5.65   113.19%   -29.88% 31-Mar-2015 10.84 3.91 76.68 1.92 1.30% 0.00% 26-May-2015 10.70 3.86 75.69 1.89 1.32% 0.00%
31-Dec-2014 26-Feb-2015 31-Dec-2014 4 3,679,729 289,755 197,251 77,469 186,927 6,580,415 241.29% 5.36% 1.18% 1,168,293 314.97 314.97 6.63 6.63 16.00 16.00 5.6325 5.63   -60.67%   -4.15% 31-Dec-2014 10.96 3.48 165.29 1.95 0.61% 1.46% 26-Feb-2015 11.04 3.51 166.49 1.96 0.60% 1.45%
31-Dec-2014 26-Nov-2014 30-Sep-2014 3 3,702,528 430,271 329,693 196,996 175,244 6,643,970 88.96% 8.90% 2.97% 1,168,293 316.92 316.92 16.86 16.86 15.00 15.00 5.6869 5.69   38.77%   94.18% 30-Sep-2014 12.26 3.87 72.71 2.16 1.38% 1.22% 26-Nov-2014 11.30 3.57 67.02 1.99 1.49% 1.33%
31-Dec-2014 27-Aug-2014 30-Jun-2014 2 3,966,828 422,055 293,967 141,960 116,829 6,542,212 82.30% 7.41% 2.17% 1,168,293 339.54 339.54 12.15 12.15 10.00 10.00 5.5998 5.60   -39.73%   -43.44% 30-Jun-2014 10.92 3.22 89.87 1.95 1.11% 0.92% 27-Aug-2014 12.28 3.62 101.06 2.19 0.99% 0.81%
31-Dec-2014 23-May-2014 31-Mar-2014 1 3,583,405 479,379 392,094 235,545 - 6,415,452 - % 10.94% 3.67% 1,168,293 306.72 306.72 20.16 20.16 0.00 0.00 5.4913 5.49   191.43%   7.23% 31-Mar-2014 10.98 3.58 54.46 2.00 1.84% 0.00% 23-May-2014 10.78 3.51 53.47 1.96 1.87% 0.00%
31-Dec-2013 26-Feb-2014 31-Dec-2013 4 3,636,340 314,140 228,088 80,823 105,146 6,290,328 130.09% 6.27% 1.28% 1,168,293 311.25 311.25 6.92 6.92 9.00 9.00 5.3842 5.38   -20.33%   -67.79% 31-Dec-2013 12.06 3.87 174.33 2.24 0.57% 0.75% 26-Feb-2014 11.94 3.84 172.59 2.22 0.58% 0.75%
31-Dec-2013 21-Nov-2013 30-Sep-2013 3 3,456,643 245,641 178,968 101,452 292,073 5,025,299 287.89% 5.18% 2.02% 1,168,293 295.87 295.87 8.68 8.68 25.00 25.00 4.3014 4.30   -59.58%   -66.08% 30-Sep-2013 11.82 3.99 136.12 2.75 0.73% 2.12% 21-Nov-2013 12.62 4.27 145.33 2.93 0.69% 1.98%
31-Dec-2013 30-Aug-2013 30-Jun-2013 2 3,499,181 443,189 341,987 250,987 116,829 5,050,417 46.55% 9.77% 4.97% 1,168,293 299.51 299.51 21.48 21.48 10.00 10.00 4.3229 4.32   14.26%   11.93% 28-Jun-2013 14.60 4.87 67.96 3.38 1.47% 0.68% 30-Aug-2013 12.58 4.20 58.56 2.91 1.71% 0.79%
31-Dec-2013 23-May-2013 31-Mar-2013 1 3,359,296 432,703 335,169 219,664 - 5,068,058 - % 9.98% 4.33% 1,168,293 287.54 287.54 18.80 18.80 0.00 0.00 4.3380 4.34   -12.45%   -0.17% 29-Mar-2013 13.34 4.64 70.95 3.08 1.41% 0.00% 23-May-2013 14.34 4.99 76.27 3.31 1.31% 0.00%
31-Dec-2012 26-Feb-2013 31-Dec-2012 4 4,050,415 471,001 384,885 250,892 292,073 4,848,302 116.41% 9.50% 5.17% 1,168,293 346.69 346.69 21.48 21.48 25.00 25.00 4.1499 4.15   -16.12%   198.33% 31-Dec-2012 11.94 3.44 55.60 2.88 1.80% 2.09% 26-Feb-2013 12.10 3.49 56.34 2.92 1.77% 2.07%
31-Dec-2012 23-Nov-2012 30-Sep-2012 3 3,957,519 595,780 473,346 299,125 175,244 4,772,714 58.59% 11.96% 6.27% 1,168,293 338.74 338.74 25.60 25.60 15.00 15.00 4.0852 4.09   33.39%   103.61% 28-Sep-2012 10.00 2.95 39.06 2.45 2.56% 1.50% 23-Nov-2012 9.94 2.93 38.82 2.43 2.58% 1.51%
31-Dec-2012 16-Aug-2012 30-Jun-2012 2 4,108,917 516,784 384,711 224,245 116,829 4,603,895 52.10% 9.36% 4.87% 1,168,293 351.70 351.70 19.19 19.19 10.00 10.00 3.9407 3.94   1.91%   117.76% 29-Jun-2012 9.13 2.60 47.57 2.32 2.10% 1.10% 16-Aug-2012 9.99 2.84 52.05 2.54 1.92% 1.00%
31-Dec-2012 29-May-2012 31-Mar-2012 1 3,700,037 436,712 345,866 220,034 - 4,466,621 - % 9.35% 4.93% 1,168,293 316.70 316.70 18.83 18.83 0.00 0.00 3.8232 3.82   161.64%   44.92% 30-Mar-2012 7.30 2.30 38.76 1.91 2.58% 0.00% 29-May-2012 7.85 2.48 41.68 2.05 2.40% 0.00%
31-Dec-2011 24-Feb-2012 31-Dec-2011 4 3,456,681 350,038 220,741 84,099 86,602 4,199,775 102.98% 6.39% 2.00% 1,154,704 299.36 295.87 7.21 7.20 7.50 7.41 3.6371 3.59   -42.75%   155.19% 30-Dec-2011 7.00 2.34 96.11 1.92 1.04% 1.07% 24-Feb-2012 6.98 2.33 95.84 1.92 1.04% 1.07%
31-Dec-2011 24-Nov-2011 30-Sep-2011 3 3,691,437 391,894 278,144 146,909 157,393 3,497,636 107.14% 7.53% 4.20% 1,165,878 316.62 315.97 12.60 12.57 13.50 13.47 3.0000 2.99   42.66%   -1.66% 30-Sep-2011 6.85 2.16 54.36 2.28 1.84% 1.97% 24-Nov-2011 6.75 2.13 53.57 2.25 1.87% 2.00%
31-Dec-2011 19-Aug-2011 30-Jun-2011 2 3,166,475 283,781 194,547 102,978 116,499 3,494,973 113.13% 6.14% 2.95% 1,164,991 271.80 271.03 8.84 8.81 10.00 9.97 3.0000 2.99   -32.18%   -51.36% 30-Jun-2011 7.22 2.66 81.68 2.41 1.22% 1.39% 19-Aug-2011 7.22 2.66 81.68 2.41 1.22% 1.39%
31-Dec-2011 25-May-2011 31-Mar-2011 1 3,221,160 339,538 259,846 151,832 - 4,222,370 - % 8.07% 3.60% 1,161,683 277.28 275.71 13.07 13.00 0.00 0.00 3.6347 3.61   360.71%   14.28% 31-Mar-2011 7.36 2.65 56.31 2.02 1.78% 0.00% 25-May-2011 7.15 2.58 54.71 1.97 1.83% 0.00%
31-Dec-2010 24-Feb-2011 31-Dec-2010 4 3,417,721 224,937 135,360 32,956 74,031 3,416,851 224.64% 3.96% 0.96% 1,138,950 300.08 292.54 2.90 2.82 6.50 6.34 3.0000 2.92   -77.94%   -70.33% 30-Dec-2010 7.02 2.34 242.61 2.34 0.41% 0.93% 24-Feb-2011 7.10 2.37 245.37 2.37 0.41% 0.92%
31-Dec-2010 22-Nov-2010 30-Sep-2010 3 3,087,276 340,922 262,199 149,394 153,137 4,076,743 102.51% 8.49% 3.66% 1,134,350 272.16 264.26 13.17 12.79 13.50 13.11 3.5939 3.49   -29.43%   18.63% 30-Sep-2010 6.77 2.49 51.40 1.88 1.95% 1.99% 22-Nov-2010 6.80 2.50 51.63 1.89 1.94% 1.99%
31-Dec-2010 20-Aug-2010 30-Jun-2010 2 3,282,075 442,266 342,994 211,697 112,965 4,091,829 53.36% 10.45% 5.17% 1,129,653 290.54 280.93 18.74 18.12 10.00 9.67 3.6222 3.50   59.34%   166.52% 30-Jun-2010 6.33 2.18 33.78 1.75 2.96% 1.58% 20-Aug-2010 6.43 2.21 34.31 1.78 2.91% 1.56%
31-Dec-2010 20-May-2010 31-Mar-2010 1 3,033,157 305,094 232,268 132,856 - 3,954,181 - % 7.66% 3.36% 1,124,944 269.63 259.62 11.81 11.37 0.00 0.00 3.5150 3.38   19.62%   101.43% 31-Mar-2010 6.35 2.36 53.77 1.81 1.86% 0.00% 20-May-2010 6.19 2.30 52.41 1.76 1.91% 0.00%
31-Dec-2009 23-Feb-2010 31-Dec-2009 4 2,992,338 249,125 180,649 111,068 99,308 3,310,287 89.41% 6.04% 3.36% 1,103,429 271.19 256.13 10.06 9.51 9.00 8.50 3.0000 2.83   -11.81%   -7.20% 31-Dec-2009 6.35 2.34 63.09 2.12 1.59% 1.42% 23-Feb-2010 6.18 2.28 61.40 2.06 1.63% 1.46%
31-Dec-2009 20-Nov-2009 30-Sep-2009 3 2,797,651 288,174 225,017 125,938 54,994 3,657,591 43.67% 8.04% 3.44% 1,099,895 254.36 239.46 11.45 10.78 5.00 4.71 3.3254 3.13   58.55%   -17.50% 30-Sep-2009 6.29 2.47 54.93 1.89 1.82% 0.79% 20-Nov-2009 6.31 2.48 55.11 1.90 1.81% 0.79%
31-Dec-2009 21-Aug-2009 30-Jun-2009 2 2,581,069 185,468 143,364 79,431 65,826 3,571,213 82.87% 5.55% 2.22% 1,097,113 235.26 220.93 7.24 6.80 6.00 5.63 3.2551 3.06   20.43%   -47.65% 30-Jun-2009 5.95 2.53 82.18 1.83 1.22% 1.01% 21-Aug-2009 6.15 2.61 84.94 1.89 1.18% 0.98%

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.


Analyze this stock with MQ Trader system
  4 people like this.
 
TakeProfits Eeh, govt spokesman advised no cgt on share capital gain. So DON'T HOPE BELOW 4 NOW. MIMPI ARH!! Hewusana, you can.wait and buy at 5..kikiki..haha..
16/10/2018 5:24 PM
BULL1000BEAR1000 Tomorrow will be as strong as Toyota Tacoma, Toyota 4runner and Toyota Sequoia.
17/10/2018 7:56 PM
cheeyong Tomorrow Toyota Rush is coming... very nice:)
17/10/2018 10:30 PM
BULL1000BEAR1000 https://www.carwow.co.uk/news/2019-toyota-rav4-price-specs-and-release-date-3906


Although there are no official figures as yet, you can expect to pay around £28,000 for a basic petrol and around £30,000 for a hybrid when the RAV4 goes on sale in early 2019.
18/10/2018 3:51 PM
BULL1000BEAR1000 Almost 100k for plastic dashboard. Nice rush
29/10/2018 12:04 PM
hewusana Price no up.. but turn to be down..
29/10/2018 1:18 PM
CS Goh good
05/11/2018 10:32 PM
commonsense Guys, just wanted to know what are the catalysts to invest or stay invested in UMW?

Previously it was supposed to be the MBMR deal but that has since been scraped. Doing the deal would have made the company very appealing since it will be the only proxy to Perodua growth. Now MBMR looks a lot cheaper compared to UMW.

Toyota sales during the tax holiday was excellent but can it maintain the momentum given now that the cars are on average more expensive post SST compared to during GST in particular the higher margin vehicles like Vellfire and Alphard (both are CBU models). Even the newly launch Rush is actually being manufactured by Perodua. The new plant in Bukit Raja is apparently mainly for the sedan models (Vios and Cambry). I initially thought that they would focus more on the SUV or MPV models for the new factory. I think they still need around RM1bil to complete the factory as of 2Q18.

The aerospace division still has yet to breakeven. Need to wait for 3Q18 to see if they have improved but based on the recent analyst reports it seems like they are facing difficulties in the operation and most likely will miss their target for breakeven by end of this year. Hopefully, they can show improvement in 3Q.

The unlisted O&G division posted a loss of RM122mil in 2Q18. Did they managed to sell the remaining businesses? Most analyst has actually taken out this division performance in coming up with their target price. If they failed to disposed off the assets, then the analysts might add back the losses into the target price calculation, wouldn't they?

My final concern is on the cash flow. They still have around RM2bil in reserves (cash and money market securities) but around RM1 bil is for capital committed for the Bukit Raja plant which leaves them with RM1 bil. Is this enough? in 1H18 they cash outflow was -RM360mil. If it was not because of the RM1.1bil sukuk, the cash outflow would have been -RM1.4bil. Are they planning to raise any further capital soon?
06/11/2018 7:36 PM
Guardize buy b4 qr release? already in warrant
08/11/2018 2:30 PM
BULL1000BEAR1000 Let's go buy plastic toys
09/11/2018 11:03 AM
cheated Why QR must delay if good?
15/11/2018 5:09 AM
Hafid UMW IS OUT OF THE MSCI INDEX
15/11/2018 9:22 AM
commonsense Whats your view on 3Q result?

My expectations is that auto will still do well. Not an issue for me.

Heavy equipment should also do well.

Worries would be on the M&E and unlisted O&G divisions. Expect higher losses on the aero segment (based on analyst report, they actually missed their target for this year) and still high losses on the o&g segment.

Since 2q the only development of the unlisted asset announce in the winding up of vina offshore. But i think that one is just a small company. So expect still higher losses from unlisted o&g segment.

Still dissapointed that they failed to get MBMR. They should have just increased the offer at rm3. Even that its still less than 10x PE and less than 0.8x BV. Given the current valuation of 15x expected core PAT and 1.7x BV that UMW is trading at the moment, it is still consider value accreative. In addition, the market has no other choice but to buy UMW shares to have exposure to Perodua.

Anyway if they can disposed of o&g assets and turn around the aero division that would be great news for investors. Hope they can achieve this soon.
16/11/2018 6:40 AM
BULL1000BEAR1000 Our car price is good to buy. We saw a lot of new car on the road.
21/11/2018 12:15 PM
BULL1000BEAR1000 Many dunno cars and its price
22/11/2018 6:09 PM
commonsense MBMR result just came out yesterday. Associate profit for 3Q was RM39.2mil (for 22.6% interest in Perodua). This means that Perodua recorded a PAT of around RM173mil in 3Q18. UMW 38% in Perodua should record a PAT of RM66mil. Toyota profit contribution should also be in the same range which would provide a bumper profit contribution from the automotive division. Total profit for the division should range somewhere around RM150mil

However, investors need to be prepare for a still big losses coming from the aerospace and also the unlisted O&G divisions. I am anticipating a combined losses of RM100mil for these two division combined. It may take a while for the aerospace division to breakeven (hopefully by next FY).

Equipment profit (excluding gain on disposal to Komatsu) should be around the range or RM35-40mil.

Positive catalysts would be:

1) The growth of Perodua profit in FY19 from the still high demand of New Myvi and the introduction of new entry level SUV.

2) The breakeven of the aerospace division.

3) The disposal of all major unlisted O&G companies

4) Growth from heavy equipment division from potential new products introduce by Komatsu.

Issues facing UMW for the near term will be its cash balance (they still need around RM1bil to complete the Bukit Raja Toyota plant and also further investment for the aerospace division).

Investors that are buying into this company for their exposure to Perodua should consider switching to MBMR as it offer a cheaper alternative to UMW.
23/11/2018 10:49 AM
BULL1000BEAR1000 Perodua better than Proton. Engine ok but interior quality..yaiks
23/11/2018 10:55 AM
BULL1000BEAR1000 Let's buy expensive plastic
26/11/2018 12:24 PM
commonsense 3Q18 result was above expectation mainly due to the better performance of the M&E and unlisted O&G segment. I had been too pessimistic on both the divisions and had anticipated a loss of -RM100mil. The actual result (PBT) for the combined division is -RM2.2mil.

Auto and equipment divisions PBT were both in line with my expectation. Auto division managed to bring in RM151mil PBT thanks to better margin (stronger RM vs USD) and higher sales from the tax holiday period. Equipment PBT was at RM43.5 mil driven by higher export sales and higher demand from construction industry as client would most probably want to take advantage of the tax free holiday.

Toyota sales in Oct dropped to 4,757 cars vs 6,201 recorded in Oct 17 (-23% decrease).
Perodua sales in Oct increased to 19,528 cars vs 16,491 recorded in Oct 17 (18% increase).
If the trends continues, i would assume the PBT for the division could still be around RM150mil for 4Q18.

Equipment should still be able to record a PBT of around RM40mil.

Assuming a breakeven level for the combine M&E and unlisted O&G segment.

Total core PBT for 4Q should be around RM200mil. However please take note that the RM1.1bil sukuk has an interest rate of 6.35% per annum paid semi annually. This would mean on top of the finance cost that you see from 1Q to 3Q18 you need to assume an additional finance cost of around RM70mil per year. Given the issuance date was on 20th Apr 2018, UMW is expected to pay its first interest payment in Oct amounting to RM35m. So core PBT in 4Q18 should be around RM170mil

Valuation wise, I am targeting the company to be able to get RM550mil PATAMI for FY 2019. At the current price this would translate to a valuation of 10.7x Fwd PE which is not that expensive.

For gearing calculation I have adjusted the sukuk of RM1.1 bil to be placed in non current liabilities instead of equity. This would bring the debt level of the company as of Sept 2018 to RM4.2bil and reduce the total equity to RM4.5bil. Adjusted gearing is 93.9% however net gearing (company has RM2.7bil in cash reserves and liquid investment) is only 33%.

I believe you should only invest in the company if you truly believe in Toyota abilities to maintain or gain more market shares and also if you believe in the Rolls Royce project. Currently the rolls royce project is still loss making due to lower than expected production level. But based on management indication, at full capacity the venture could provide good returns to UMW (however, they did not specify the profit target)

For Toyota, i am not certain that the new Bukit Raja plant would be a positive catalyst to the company as the plant is only expected to produce Camry and Vios models instead of the MPV (Vellfire and Alphard) or SUV (Rush currently being manufactured by Perodua). Just because the capacity increase does not mean demand will increase as well.

For those interested in having exposure to Perodua, MBMR would offer a better alternative. Valuation is cheap at only 5.3x PE (based on target FY18 PATAMI of RM145mil. 9m PATAMI is already at RM106mil). PB is low at only 0.5xBV. 4Q18 results is expected to be higher than 3Q18 and last year 4Q17.

Please go through analyst reports (https://klse.i3investor.com/servlets/stk/pt/5983.jsp) and do your own analysis before making any decisions.

Good luck.
02/12/2018 9:44 AM
Kawkaw Can anybody tell when the report will be out
02/12/2018 11:13 AM
apolloang already out,looks good tomoro should up
02/12/2018 11:22 AM
Kawkaw Boughtytoday apolo
03/12/2018 10:23 AM
Kawkaw no regretted soldytoday
Tq
04/12/2018 9:43 PM
Kawkaw tq pang will monitors closely umw
Any changes hemtam..
04/12/2018 10:22 PM
BULL1000BEAR1000 Tq you tq me
06/12/2018 10:24 AM
BULL1000BEAR1000 Foreign car manufacturers will slowly withdraw their market in Malaysia because of not favorable policies which would affect the sales.
10/12/2018 4:50 PM
pussycats Uncle kyy bought this Toyota shares,,, umw started enjin ....
11/12/2018 12:33 PM
pang72 Really! Hope it fly....
13/12/2018 3:29 PM
pang72 Look alike kyy style...belankang Mari!!
13/12/2018 6:33 PM
pang72 Today belakang no mari
14/12/2018 4:57 PM
pang72 Add
14/12/2018 6:35 PM
Kawkaw epf bought.. Good indicator for buying..
At least can dream for 6.20...
No get... No woman... No cry..
19/12/2018 8:24 PM
Kawkaw Another 25-30 tomolo..
20/12/2018 1:23 AM
BULL1000BEAR1000 The new Toyota Vios has been launched on the China car market. Price starts at 69.800 yuan and ends at 112.800 yuan.

Google search result.

Wake up . Still kena tipu?
21/12/2018 11:06 AM
Kawkaw Mr bull..
Make bull for umw looo..
Not only bull for talking ma...

It will end up... With other bull..
Bullxxxxxx..

No woman.. No cry.. Hape week end
22/12/2018 12:59 AM
DrPitchard Post removed. Why?
22/12/2018 1:17 AM
BULL1000BEAR1000 Shame on you
26/12/2018 8:44 AM
tbc1982 yes! collect a bit at 5.30
28/12/2018 4:59 PM
Kawkaw Toyota engine...
About to start... Any one want to ride... Most welcome..
I will off loading when profit on hand
31/12/2018 8:22 PM
James Ng https://klse.i3investor.com/blogs/general/190146.jsp
[转贴] [Facebook live:浅谈UMW holdings bhd (UMW)] - James的股票投资James Share Investing
15/01/2019 10:30 AM
Kawkaw How to subscribe james
16/01/2019 11:13 AM
SamuelLuke Those players in O&G sectors can sell lo, time to watch construction.... the worst time is over. Place your bet and wait for your reward. O&G sector will now meet its worst challenge. Sell now while your have your profit!!!
15/02/2019 10:08 AM
SamuelLuke SamuelLuke Those players in O&G sectors can sell lo, time to watch construction.... the worst time is over. Place your bet and wait for your reward. O&G sector will now meet its worst challenge. Sell now while your have your profit!!!

15/02/2019 10:06

Construction sectors are moving now guys you still have chances arrange your moment don’t miss the best moment!!!
19/02/2019 2:46 PM
Kawkaw 5.35 waiting for u.
No get.. No woman...no cry
22/02/2019 12:02 AM
madguy wtf why keep on droping ..?? now near and touch ma200 edi ... damn
08/03/2019 6:06 PM
nckcm U need to read international news
08/03/2019 6:20 PM
James Ng https://klse.i3investor.com/blogs/general/198165.jsp
[转贴] [Facebook live:浅谈UMW holdings bhd (UMW)] - James的股票投资James Share Investing
16/03/2019 11:01 AM
calvintaneng WAHAHA!

UMW GOT BETTER EARNINGS THAN QL (Quickly Lock up)

CALVIN BOUGHT THIS UMW AT ONLY RM2.40 SINCE YEAR 2004 (15 YEARS AGO) STILL KEEPING

http://www.bursamalaysia.com/market/listed-companies/company-announcements/6166181

CALVIN NEVER RECOMMENDED THIS STOCK TO i3 FORUM MEMBERS EVEN THOUGH HE KEPT UMW LONGER THAN STUPID PHILIP KEPT HIS QL

OF COURSE CALVIN TOOK PROFIT WHEN UMW CROSSED RM16 IN ITS CYCLICAL UPTREND YEARS
24/05/2019 1:16 AM
Abhi_Kl Asian Stocks Fall as Traders Await Trump-Xi Meeting; Officials Begin Talks
For your stocks Technical and fundamental analysis with proper buying level
whatsapp at +60 11 1348 0036
25/06/2019 2:12 PM
James Ng https://klse.i3investor.com/blogs/general/217901.jsp
[转贴] [UMW HOLDINGS BHD:销售的汽车数量增加以及航空航天业务在制造和工程部门的销量增加] - James的股票投资James Share Investing
03/08/2019 10:50 AM