Highlights
KLSE: UMW (4588)       UMW HOLDINGS BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
4.41   -0.03 (0.68%)  4.41 - 4.55  43,800
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Financials


Market Cap: 5,152 Million

Market Cap 5,152 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:  30-Jun-2019 [#2]

Latest Quarter: 30-Jun-2019 [#2]
Announcement Date 27-Aug-2019
Next Quarter: 30-Sep-2019
Est. Ann. Date: 30-Nov-2019
Est. Ann. Due Date: 29-Nov-2019
QoQ | YoY   -2.67%  |    -32.31%

Annual (Unaudited) ( EPS: 29.24, P/E: 15.08 )

Revenue | NP to SH 11,306,277  |  341,656
RPS | P/RPS 967.76 Cent  |  0.46
EPS | P/E | EY 29.24 Cent  |  15.08  |  6.63%
DPS | DY | Payout % 7.50 Cent  |  1.70%  |  25.65%
NAPS | P/NAPS 2.85  |  1.55
YoY   152.47%
NP Margin | ROE 4.26%  |  10.27%
F.Y. | Ann. Date 31-Dec-2018  |  27-Feb-2019

T4Q Result ( EPS: 26.87, P/E: 16.41 )

Revenue | NP to SH 11,712,623  |  313,887
RPS | P/RPS 1,002.54 Cent  |  0.44
EPS | P/E | EY 26.87 Cent  |  16.41  |  6.09%
DPS | DY | Payout % 2.50 Cent  |  0.57%  |  9.31%
NAPS | P/NAPS 2.98  |  1.48
QoQ | YoY   -11.35%  |    219.09%
NP Margin | ROE 4.27%  |  9.02%
F.Y. | Ann. Date 30-Jun-2019  |  27-Aug-2019

Annualized Result ( EPS: 29.22, P/E: 15.09 )

Revenue | NP to SH 11,481,638  |  341,382
RPS | P/RPS 982.77 Cent  |  0.45
EPS | P/E | EY 29.22 Cent  |  15.09  |  6.63%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -1.34%  |    -13.99%
NP Margin | ROE 4.38%  |  9.82%
F.Y. | Ann. Date 30-Jun-2019  |  27-Aug-2019


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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 27-Aug-2019 30-Jun-2019 2 11,712,623 657,325 499,793 313,887 29,207 3,478,127 9.31% 4.27% 9.02% 1,168,293 1,002.54 1,002.54 26.87 26.87 2.50 2.50 2.9771 2.98   -11.35%   219.09% 28-Jun-2019 5.40 0.54 20.10 1.81 4.98% 0.46% 27-Aug-2019 5.04 0.50 18.76 1.69 5.33% 0.50%
31-Dec-2019 21-May-2019 31-Mar-2019 1 11,665,741 779,529 498,637 354,074 29,207 3,421,582 8.25% 4.27% 10.35% 1,168,293 998.53 998.53 30.31 30.31 2.50 2.50 2.9287 2.93   3.63%   159.28% 29-Mar-2019 5.73 0.57 18.91 1.96 5.29% 0.44% 21-May-2019 5.45 0.55 17.98 1.86 5.56% 0.46%
31-Dec-2018 27-Feb-2019 31-Dec-2018 4 11,306,277 786,153 481,590 341,656 87,622 3,326,717 25.65% 4.26% 10.27% 1,168,293 967.76 967.76 29.24 29.24 7.50 7.50 2.8475 2.85   422.07%   152.47% 31-Dec-2018 5.47 0.57 18.70 1.92 5.35% 1.37% 27-Feb-2019 5.82 0.60 19.90 2.04 5.02% 1.29%
31-Dec-2018 30-Nov-2018 30-Sep-2018 3 11,579,107 699,791 -23,211 -106,080 58,414 3,287,812 - % -0.20% -3.23% 1,168,293 991.11 991.11 -9.08 -9.08 5.00 5.00 2.8142 2.81   59.75%   94.06% 28-Sep-2018 5.02 0.51 -55.29 1.78 -1.81% 1.00% 30-Nov-2018 5.05 0.51 -55.62 1.79 -1.80% 0.99%
31-Dec-2018 29-Aug-2018 30-Jun-2018 2 10,960,139 486,155 -205,107 -263,577 58,414 3,178,577 - % -1.87% -8.29% 1,168,293 938.13 938.13 -22.56 -22.56 5.00 5.00 2.7207 2.72   55.87%   86.01% 29-Jun-2018 5.97 0.64 -26.46 2.19 -3.78% 0.84% 29-Aug-2018 6.05 0.64 -26.82 2.22 -3.73% 0.83%
31-Dec-2018 22-May-2018 31-Mar-2018 1 10,826,687 173,617 -569,595 -597,255 58,414 3,127,756 - % -5.26% -19.10% 1,168,293 926.71 926.71 -51.12 -51.12 5.00 5.00 2.6772 2.68   8.28%   63.90% 30-Mar-2018 6.13 0.66 -11.99 2.29 -8.34% 0.82% 22-May-2018 6.60 0.71 -12.91 2.47 -7.75% 0.76%
31-Dec-2017 27-Feb-2018 31-Dec-2017 4 11,214,933 40,705 -673,950 -651,174 0 3,082,426 - % -6.01% -21.13% 1,168,293 959.94 959.94 -55.74 -55.74 0.00 0.00 2.6384 2.64   63.51%   60.73% 29-Dec-2017 5.20 0.54 -9.33 1.97 -10.72% 0.00% 27-Feb-2018 6.49 0.68 -11.64 2.46 -8.59% 0.00%
31-Dec-2017 28-Nov-2017 30-Sep-2017 3 11,322,586 -2,074,912 -2,368,243 -1,784,705 0 3,521,354 - % -20.92% -50.68% 1,168,293 969.16 969.16 -152.76 -152.76 0.00 0.00 3.0141 3.01   5.28%   -336.72% 29-Sep-2017 5.55 0.57 -3.63 1.84 -27.52% 0.00% 28-Nov-2017 5.30 0.55 -3.47 1.76 -28.82% 0.00%
31-Dec-2017 28-Aug-2017 30-Jun-2017 2 11,508,365 -2,216,468 -2,521,294 -1,884,166 0 3,535,257 - % -21.91% -53.30% 1,168,293 985.06 985.06 -161.28 -161.28 0.00 0.00 3.0260 3.03   -13.88%   -607.51% 30-Jun-2017 5.97 0.61 -3.70 1.97 -27.01% 0.00% 28-Aug-2017 5.75 0.58 -3.57 1.90 -28.05% 0.00%
31-Dec-2017 23-May-2017 31-Mar-2017 1 11,156,966 -283,686 -2,275,405 -1,654,454 0 4,758,811 - % -20.39% -34.77% 1,168,293 954.98 954.98 -141.61 -141.61 0.00 0.00 4.0733 4.07   0.22%   -790.71% 31-Mar-2017 6.00 0.63 -4.24 1.47 -23.60% 0.00% 23-May-2017 5.91 0.62 -4.17 1.45 -23.96% 0.00%
31-Dec-2016 27-Feb-2017 31-Dec-2016 4 10,660,980 -401,470 -2,269,777 -1,658,039 0 4,718,463 - % -21.29% -35.14% 1,168,283 912.53 912.53 -141.92 -141.92 0.00 0.00 4.0388 4.04   -305.72%   -4,360.57% 30-Dec-2016 4.57 0.50 -3.22 1.13 -31.05% 0.00% 27-Feb-2017 5.58 0.61 -3.93 1.38 -25.43% 0.00%
31-Dec-2016 29-Nov-2016 30-Sep-2016 3 11,905,831 -188,936 -566,623 -408,661 116,846 6,243,427 - % -4.76% -6.55% 1,167,978 1,019.35 1,019.08 -34.99 -34.98 10.00 10.00 5.3455 5.34   -53.45%   -225.90% 30-Sep-2016 5.83 0.57 -16.66 1.09 -6.00% 1.72% 29-Nov-2016 4.87 0.48 -13.92 0.91 -7.18% 2.05%
31-Dec-2016 29-Aug-2016 30-Jun-2016 2 12,631,876 -128,112 -375,835 -266,310 116,846 6,361,661 - % -2.98% -4.19% 1,166,057 1,083.30 1,081.22 -22.84 -22.79 10.00 10.00 5.4557 5.45   -43.37%   -152.42% 30-Jun-2016 5.73 0.53 -25.09 1.05 -3.99% 1.75% 29-Aug-2016 5.85 0.54 -25.61 1.07 -3.90% 1.71%
31-Dec-2016 24-May-2016 31-Mar-2016 1 13,400,374 -29,293 -238,752 -185,745 233,634 6,344,887 - % -1.78% -2.93% 1,168,293 1,147.00 1,147.00 -15.90 -15.90 20.00 20.00 5.4309 5.43   -399.70%   -131.94% 31-Mar-2016 6.87 0.60 -43.21 1.26 -2.31% 2.91% 24-May-2016 5.40 0.47 -33.96 0.99 -2.94% 3.70%
31-Dec-2015 25-Feb-2016 31-Dec-2015 4 14,441,583 269,652 2,192 -37,171 233,634 6,397,808 - % 0.02% -0.58% 1,168,464 1,235.95 1,236.13 -3.18 -3.18 20.00 20.00 5.4754 5.48   -111.45%   -105.70% 31-Dec-2015 7.87 0.64 -247.39 1.44 -0.40% 2.54% 25-Feb-2016 6.95 0.56 -218.47 1.27 -0.46% 2.88%
31-Dec-2015 26-Nov-2015 30-Sep-2015 3 13,938,575 889,635 594,531 324,584 303,715 6,800,203 93.57% 4.27% 4.77% 1,165,775 1,195.65 1,193.07 27.84 27.78 26.00 26.00 5.8332 5.82   -36.11%   -50.47% 30-Sep-2015 7.52 0.63 27.01 1.29 3.70% 3.46% 26-Nov-2015 8.28 0.69 29.74 1.42 3.36% 3.14%
31-Dec-2015 26-Aug-2015 30-Jun-2015 2 14,107,924 1,247,667 896,312 508,057 478,959 6,714,632 94.27% 6.35% 7.57% 1,167,883 1,207.99 1,207.57 43.50 43.49 41.00 41.00 5.7494 5.75   -12.64%   -9.24% 30-Jun-2015 10.14 0.84 23.31 1.76 4.29% 4.04% 26-Aug-2015 8.49 0.70 19.52 1.48 5.12% 4.83%
31-Dec-2015 26-May-2015 31-Mar-2015 1 14,589,458 1,462,098 1,056,922 581,579 479,000 6,602,729 82.36% 7.24% 8.81% 1,168,293 1,248.78 1,248.78 49.78 49.78 41.00 41.00 5.6516 5.65   -10.80%   -13.04% 31-Mar-2015 10.84 0.87 21.78 1.92 4.59% 3.78% 26-May-2015 10.70 0.86 21.49 1.89 4.65% 3.83%
31-Dec-2014 26-Feb-2015 31-Dec-2014 4 14,932,490 1,621,460 1,213,005 651,970 479,000 6,580,415 73.47% 8.12% 9.91% 1,168,293 1,278.15 1,278.15 55.81 55.81 41.00 41.00 5.6325 5.63   -0.51%   -0.15% 31-Dec-2014 10.96 0.86 19.64 1.95 5.09% 3.74% 26-Feb-2015 11.04 0.86 19.78 1.96 5.05% 3.71%
31-Dec-2014 26-Nov-2014 30-Sep-2014 3 14,889,101 1,645,845 1,243,842 655,324 397,219 6,643,970 60.61% 8.35% 9.86% 1,168,293 1,274.43 1,274.43 56.09 56.09 34.00 34.00 5.6869 5.69   17.07%   -20.37% 30-Sep-2014 12.26 0.96 21.86 2.16 4.58% 2.77% 26-Nov-2014 11.30 0.89 20.15 1.99 4.96% 3.01%
31-Dec-2014 27-Aug-2014 30-Jun-2014 2 14,643,216 1,461,215 1,093,117 559,780 397,219 6,542,212 70.96% 7.47% 8.56% 1,168,293 1,253.38 1,253.38 47.91 47.91 34.00 34.00 5.5998 5.60   -16.30%   -45.16% 30-Jun-2014 10.92 0.87 22.79 1.95 4.39% 3.11% 27-Aug-2014 12.28 0.98 25.63 2.19 3.90% 2.77%
31-Dec-2014 23-May-2014 31-Mar-2014 1 14,175,569 1,482,349 1,141,137 668,807 397,219 6,415,452 59.39% 8.05% 10.42% 1,168,293 1,213.36 1,213.36 57.25 57.25 34.00 34.00 5.4913 5.49   2.43%   -32.71% 31-Mar-2014 10.98 0.90 19.18 2.00 5.21% 3.10% 23-May-2014 10.78 0.89 18.83 1.96 5.31% 3.15%
31-Dec-2013 26-Feb-2014 31-Dec-2013 4 13,951,460 1,435,673 1,084,212 652,926 397,219 6,290,328 60.84% 7.77% 10.38% 1,168,293 1,194.17 1,194.17 55.89 55.89 34.00 34.00 5.3842 5.38   -20.66%   -34.33% 31-Dec-2013 12.06 1.01 21.58 2.24 4.63% 2.82% 26-Feb-2014 11.94 1.00 21.36 2.22 4.68% 2.85%
31-Dec-2013 21-Nov-2013 30-Sep-2013 3 14,365,535 1,592,534 1,241,009 822,995 584,146 5,025,299 70.98% 8.64% 16.38% 1,168,293 1,229.62 1,229.62 70.44 70.44 50.00 50.00 4.3014 4.30   -19.37%   -0.54% 30-Sep-2013 11.82 0.96 16.78 2.75 5.96% 4.23% 21-Nov-2013 12.62 1.03 17.91 2.93 5.58% 3.96%
31-Dec-2013 30-Aug-2013 30-Jun-2013 2 14,866,411 1,942,673 1,535,387 1,020,668 584,146 5,050,417 57.23% 10.33% 20.21% 1,168,293 1,272.49 1,272.49 87.36 87.36 50.00 50.00 4.3229 4.32   2.69%   51.15% 28-Jun-2013 14.60 1.15 16.71 3.38 5.98% 3.42% 30-Aug-2013 12.58 0.99 14.40 2.91 6.94% 3.97%
31-Dec-2013 23-May-2013 31-Mar-2013 1 15,476,147 2,016,268 1,578,111 993,926 584,146 5,068,058 58.77% 10.20% 19.61% 1,168,293 1,324.68 1,324.68 85.08 85.08 50.00 50.00 4.3380 4.34   -0.04%   79.40% 29-Mar-2013 13.34 1.01 15.68 3.08 6.38% 3.75% 23-May-2013 14.34 1.08 16.86 3.31 5.93% 3.49%
31-Dec-2012 26-Feb-2013 31-Dec-2012 4 15,816,888 2,020,277 1,588,808 994,296 584,146 4,848,302 58.75% 10.05% 20.51% 1,168,293 1,353.85 1,353.85 85.11 85.11 50.00 50.00 4.1499 4.15   20.16%   104.66% 31-Dec-2012 11.94 0.88 14.03 2.88 7.13% 4.19% 26-Feb-2013 12.10 0.89 14.22 2.92 7.03% 4.13%
31-Dec-2012 23-Nov-2012 30-Sep-2012 3 15,223,154 1,899,314 1,424,664 827,503 378,676 4,772,714 45.76% 9.36% 17.34% 1,168,293 1,303.02 1,303.02 70.83 70.83 32.50 32.50 4.0852 4.09   22.54%   90.37% 28-Sep-2012 10.00 0.77 14.12 2.45 7.08% 3.25% 23-Nov-2012 9.94 0.76 14.03 2.43 7.13% 3.27%
31-Dec-2012 16-Aug-2012 30-Jun-2012 2 14,957,072 1,695,428 1,229,462 675,287 360,825 4,603,895 53.43% 8.22% 14.67% 1,168,293 1,280.25 1,280.25 57.80 57.80 31.00 31.00 3.9407 3.94   21.89%   54.47% 29-Jun-2012 9.13 0.71 15.80 2.32 6.33% 3.40% 16-Aug-2012 9.99 0.78 17.28 2.54 5.79% 3.10%
31-Dec-2012 29-May-2012 31-Mar-2012 1 14,014,630 1,462,425 1,039,298 554,020 360,495 4,466,621 65.07% 7.42% 12.40% 1,168,293 1,199.58 1,199.58 47.42 47.42 31.00 31.00 3.8232 3.82   14.04%   1.49% 30-Mar-2012 7.30 0.61 15.39 1.91 6.50% 4.25% 29-May-2012 7.85 0.65 16.55 2.05 6.04% 3.95%
31-Dec-2011 24-Feb-2012 31-Dec-2011 4 13,535,753 1,365,251 953,278 485,818 360,495 4,199,775 74.20% 7.04% 11.57% 1,154,704 1,172.23 1,158.59 42.07 41.58 31.00 30.86 3.6371 3.59   11.77%   -7.80% 30-Dec-2011 7.00 0.60 16.64 1.92 6.01% 4.43% 24-Feb-2012 6.98 0.60 16.59 1.92 6.03% 4.44%
31-Dec-2011 24-Nov-2011 30-Sep-2011 3 13,496,793 1,240,150 867,897 434,675 347,924 3,497,636 80.04% 6.43% 12.43% 1,165,878 1,157.65 1,155.26 37.28 37.21 29.84 29.78 3.0000 2.99   -0.57%   -28.15% 30-Sep-2011 6.85 0.59 18.37 2.28 5.44% 4.36% 24-Nov-2011 6.75 0.58 18.10 2.25 5.52% 4.42%
31-Dec-2011 19-Aug-2011 30-Jun-2011 2 12,892,632 1,189,178 851,952 437,160 343,668 3,494,973 78.61% 6.61% 12.51% 1,164,991 1,106.67 1,103.54 37.52 37.42 29.50 29.42 3.0000 2.99   -19.92%   -24.83% 30-Jun-2011 7.22 0.65 19.24 2.41 5.20% 4.09% 19-Aug-2011 7.22 0.65 19.24 2.41 5.20% 4.09%
31-Dec-2011 25-May-2011 31-Mar-2011 1 13,008,232 1,347,663 1,000,399 545,879 340,134 4,222,370 62.31% 7.69% 12.93% 1,161,683 1,119.77 1,113.44 46.99 46.72 29.28 29.11 3.6347 3.61   3.60%   21.50% 31-Mar-2011 7.36 0.66 15.66 2.02 6.38% 3.98% 25-May-2011 7.15 0.64 15.22 1.97 6.57% 4.10%
31-Dec-2010 24-Feb-2011 31-Dec-2010 4 12,820,229 1,313,219 972,821 526,903 340,134 3,416,851 64.55% 7.59% 15.42% 1,138,950 1,125.62 1,097.35 46.26 45.10 30.00 29.11 3.0000 2.92   -12.91%   37.79% 30-Dec-2010 7.02 0.62 15.17 2.34 6.59% 4.27% 24-Feb-2011 7.10 0.63 15.35 2.37 6.52% 4.23%
31-Dec-2010 22-Nov-2010 30-Sep-2010 3 12,394,846 1,337,407 1,018,110 605,015 365,411 4,076,743 60.40% 8.21% 14.84% 1,134,350 1,092.68 1,060.94 53.34 51.79 32.21 31.28 3.5939 3.49   4.03%   54.73% 30-Sep-2010 6.77 0.62 12.69 1.88 7.88% 4.76% 22-Nov-2010 6.80 0.62 12.75 1.89 7.84% 4.74%
31-Dec-2010 20-Aug-2010 30-Jun-2010 2 12,105,221 1,284,659 980,928 581,559 267,268 4,091,829 45.96% 8.10% 14.21% 1,129,653 1,071.59 1,036.15 51.48 49.78 23.66 22.88 3.6222 3.50   29.44%   39.22% 30-Jun-2010 6.33 0.59 12.30 1.75 8.13% 3.74% 20-Aug-2010 6.43 0.60 12.49 1.78 8.01% 3.68%
31-Dec-2010 20-May-2010 31-Mar-2010 1 11,404,215 1,027,861 781,298 449,293 220,130 3,954,181 48.99% 6.85% 11.36% 1,124,944 1,013.76 976.14 39.94 38.46 19.57 18.84 3.5150 3.38   17.49%   -8.31% 31-Mar-2010 6.35 0.63 15.90 1.81 6.29% 3.08% 20-May-2010 6.19 0.61 15.50 1.76 6.45% 3.16%
31-Dec-2009 23-Feb-2010 31-Dec-2009 4 10,720,861 846,504 647,212 382,395 220,130 3,310,287 57.57% 6.04% 11.55% 1,103,429 971.59 917.65 34.66 32.73 20.00 18.84 3.0000 2.83   -2.20%   -32.42% 31-Dec-2009 6.35 0.65 18.32 2.12 5.46% 3.15% 23-Feb-2010 6.18 0.64 17.83 2.06 5.61% 3.24%
31-Dec-2009 20-Nov-2009 30-Sep-2009 3 10,618,639 872,387 676,718 391,015 250,713 3,657,591 64.12% 6.37% 10.69% 1,099,895 965.42 908.90 35.55 33.47 23.00 21.46 3.3254 3.13   -6.40%   -33.63% 30-Sep-2009 6.29 0.65 17.69 1.89 5.65% 3.66% 20-Nov-2009 6.31 0.65 17.75 1.90 5.63% 3.65%

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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  4 people like this.
 
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
Aristocats 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
firehawk tomorrow can get less than 5?
27/08/2019 9:24 PM
LoveSandy rm4.50
27/08/2019 11:20 PM
MuainAdli ready to buuyyyyyyyyyyyyyyy.....
09/10/2019 1:24 PM
MoneyMakerTzy Seems like 4.40 support
19/10/2019 12:39 PM
ABSBOSS Esok dia hantam naik to 4.80 balik last minute buy.. Hahahaha
21/10/2019 7:34 PM
mansaham1972 C-20 makan 1 biji utk naik 7 sen dan tutup 12 sen hahaha
21/10/2019 11:25 PM
ABSBOSS C20 lowest 4 cent expiry june 2020 boleh simpan ni
22/10/2019 3:17 PM
Agjl Why price keep dropping?
30/10/2019 4:44 PM
mansaham1972 Mungkin utk meletop bila tiba masa sesuai.saya pernah tengok umw boleh naik sampai lebih rm1 dlm satu hari bila tiba masa utk goreng.
30/10/2019 5:24 PM
gxltwsb 4.36 52week low . sekian
30/10/2019 5:37 PM
ABSBOSS Esok naik lor audah 3 hari turun, esok jump to 4.50
30/10/2019 5:37 PM
gxltwsb stock ni byk foreign. maybe they r selling .
30/10/2019 5:47 PM
dlau8899 Going up 4.60
01/11/2019 8:11 AM
dlau8899 Start going uptrend
01/11/2019 4:57 PM
dlau8899 Going up 4.65
05/11/2019 12:27 PM
ABSBOSS Let see kalau boleh pecah 4.60 dulu
05/11/2019 1:36 PM