Highlights
KLSE: MBMR (5983)       MBM RESOURCES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
3.12   +0.05 (1.63%)  3.05 - 3.14  304,600
Analyze this stock with MQ Trader system

Financials


Market Cap: 1,220 Million

Market Cap 1,220 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: 5.53 )

Revenue | NP to SH 2,088,495  |  220,494
RPS | P/RPS 534.30 Cent  |  0.58
EPS | P/E | EY 56.41 Cent  |  5.53  |  18.08%
DPS | DY | Payout % 13.00 Cent  |  4.17%  |  23.05%
NAPS | P/NAPS 4.46  |  0.70
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: 6.16 )

Revenue | NP to SH 1,943,469  |  198,068
RPS | P/RPS 497.19 Cent  |  0.63
EPS | P/E | EY 50.67 Cent  |  6.16  |  16.24%
DPS | DY | Payout % 13.00 Cent  |  4.17%  |  25.66%
NAPS | P/NAPS 4.47  |  0.70
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: 11.20 )

Revenue | NP to SH 1,496,160  |  108,916
RPS | P/RPS 382.76 Cent  |  0.82
EPS | P/E | EY 27.84 Cent  |  11.20  |  8.93%
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


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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 1,496,160 125,068 121,096 108,916 - 1,747,267 - % 8.09% 6.23% 390,887 382.76 382.76 27.84 27.84 0.00 0.00 4.4700 4.47   -50.60%   -45.16% 31-Mar-2020 2.78 0.73 9.98 0.62 10.02% 0.00% 21-May-2020 2.85 0.74 10.23 0.64 9.78% 0.00%
31-Dec-2019 26-Feb-2020 31-Dec-2019 4 2,088,495 263,155 246,462 220,494 50,815 1,743,358 23.05% 11.80% 12.65% 390,887 534.30 534.30 56.41 56.41 13.00 13.00 4.4600 4.46   -7.85%   33.19% 31-Dec-2019 3.86 0.72 6.84 0.87 14.61% 3.37% 26-Feb-2020 3.96 0.74 7.02 0.89 14.24% 3.28%
31-Dec-2019 21-Nov-2019 30-Sep-2019 3 2,123,242 294,661 270,525 239,276 31,271 1,704,270 13.07% 12.74% 14.04% 390,887 543.18 543.18 61.21 61.21 8.00 8.00 4.3600 4.36   -3.28%   70.15% 30-Sep-2019 3.95 0.73 6.45 0.91 15.50% 2.03% 21-Nov-2019 3.70 0.68 6.04 0.85 16.54% 2.16%
31-Dec-2019 20-Aug-2019 30-Jun-2019 2 2,154,222 307,290 279,470 247,386 46,906 1,669,090 18.96% 12.97% 14.82% 390,887 551.11 551.11 63.30 63.30 12.00 12.00 4.2700 4.27   24.55%   83.62% 28-Jun-2019 2.90 0.53 4.58 0.68 21.82% 4.14% 20-Aug-2019 3.67 0.67 5.80 0.86 17.24% 3.27%
31-Dec-2019 23-May-2019 31-Mar-2019 1 2,129,800 245,968 234,616 198,620 - 1,618,274 - % 11.02% 12.27% 390,887 544.86 544.86 50.80 50.80 0.00 0.00 4.1400 4.14   19.98%   51.32% 29-Mar-2019 2.76 0.51 5.43 0.67 18.41% 0.00% 23-May-2019 2.80 0.51 5.51 0.68 18.15% 0.00%
31-Dec-2018 27-Feb-2019 31-Dec-2018 4 1,928,228 200,719 189,020 165,548 23,453 1,579,186 14.17% 9.80% 10.48% 390,887 493.29 493.29 42.35 42.35 6.00 6.00 4.0400 4.04   17.72%   211.23% 31-Dec-2018 2.20 0.45 5.19 0.54 19.25% 2.73% 27-Feb-2019 2.59 0.53 6.12 0.64 16.35% 2.32%
31-Dec-2018 22-Nov-2018 30-Sep-2018 3 1,905,668 170,112 160,708 140,624 15,635 1,516,644 11.12% 8.43% 9.27% 390,887 487.52 487.52 35.97 35.97 4.00 4.00 3.8800 3.88   4.38%   145.77% 28-Sep-2018 2.06 0.42 5.73 0.53 17.46% 1.94% 22-Nov-2018 1.87 0.38 5.20 0.48 19.24% 2.14%
31-Dec-2018 28-Aug-2018 30-Jun-2018 2 1,913,552 164,914 155,126 134,726 23,453 1,493,190 17.41% 8.11% 9.02% 390,887 489.54 489.54 34.46 34.46 6.00 6.00 3.8200 3.82   2.64%   89.33% 29-Jun-2018 2.38 0.49 6.91 0.62 14.48% 2.52% 28-Aug-2018 2.32 0.47 6.73 0.61 14.86% 2.59%
31-Dec-2018 23-May-2018 31-Mar-2018 1 1,853,840 156,992 148,268 131,260 - 1,458,010 - % 8.00% 9.00% 390,887 474.26 474.26 33.60 33.60 0.00 0.00 3.7300 3.73   188.19%   68.93% 30-Mar-2018 2.45 0.52 7.30 0.66 13.71% 0.00% 2.35 0.50 7.00 0.63 14.29% 0.00%
31-Dec-2017 22-Feb-2018 31-Dec-2017 4 1,732,556 -148,501 -156,022 -148,830 11,726 1,438,456 - % -9.01% -10.35% 390,885 443.24 443.24 -38.08 -38.07 3.00 3.00 3.6800 3.68   -360.11%   -325.26% 29-Dec-2017 2.20 0.50 -5.78 0.60 -17.31% 1.36% 22-Feb-2018 2.29 0.52 -6.01 0.62 -16.63% 1.31%
31-Dec-2017 22-Nov-2017 30-Sep-2017 3 1,718,381 72,161 64,336 57,217 7,817 1,629,990 13.66% 3.74% 3.51% 390,885 439.61 439.61 14.64 14.64 2.00 2.00 4.1700 4.17   -19.59%   -26.65% 29-Sep-2017 2.04 0.46 13.94 0.49 7.18% 0.98% 22-Nov-2017 2.12 0.48 14.48 0.51 6.90% 0.94%
31-Dec-2017 23-Aug-2017 30-Jun-2017 2 1,643,962 84,886 78,204 71,158 11,726 1,629,990 16.48% 4.76% 4.37% 390,885 420.57 420.57 18.20 18.20 3.00 3.00 4.1700 4.17   -8.42%   -4.38% 30-Jun-2017 2.25 0.53 12.36 0.54 8.09% 1.33% 23-Aug-2017 2.18 0.52 11.98 0.52 8.35% 1.38%
31-Dec-2017 24-May-2017 31-Mar-2017 1 1,672,288 90,488 84,052 77,700 - 1,610,281 - % 5.03% 4.83% 390,845 427.86 427.82 19.88 19.88 0.00 0.00 4.1200 4.12   17.60%   5.59% 31-Mar-2017 2.52 0.59 12.68 0.61 7.89% 0.00% 24-May-2017 2.42 0.57 12.17 0.59 8.21% 0.00%
31-Dec-2016 22-Feb-2017 31-Dec-2016 4 1,670,204 82,756 75,892 66,070 23,435 1,605,358 35.47% 4.54% 4.12% 390,598 427.60 427.28 16.91 16.90 6.00 6.00 4.1100 4.11   -15.30%   -17.82% 30-Dec-2016 2.14 0.50 12.65 0.52 7.90% 2.80% 22-Feb-2017 2.42 0.57 14.31 0.59 6.99% 2.48%
31-Dec-2016 23-Nov-2016 30-Sep-2016 3 1,643,968 95,494 88,638 78,005 15,632 1,598,405 20.04% 5.39% 4.88% 390,808 420.66 420.57 19.96 19.96 4.00 4.00 4.0900 4.09   4.82%   -19.85% 30-Sep-2016 2.50 0.59 12.53 0.61 7.98% 1.60% 23-Nov-2016 2.43 0.58 12.17 0.59 8.21% 1.65%
31-Dec-2016 25-Aug-2016 30-Jun-2016 2 1,602,072 91,080 84,804 74,420 23,451 1,586,896 31.51% 5.29% 4.69% 390,861 409.88 409.85 19.04 19.04 6.00 6.00 4.0600 4.06   1.13%   -42.19% 30-Jun-2016 2.01 0.49 10.56 0.50 9.47% 2.99% 25-Aug-2016 2.44 0.60 12.82 0.60 7.80% 2.46%
31-Dec-2016 18-May-2016 31-Mar-2016 1 1,495,744 87,764 83,428 73,588 - 1,570,189 - % 5.58% 4.69% 390,594 382.94 382.65 18.84 18.83 0.00 0.00 4.0200 4.02   -8.47%   -47.65% 31-Mar-2016 2.20 0.57 11.68 0.55 8.56% 0.00% 18-May-2016 2.20 0.57 11.68 0.55 8.56% 0.00%
31-Dec-2015 24-Feb-2016 31-Dec-2015 4 1,816,663 122,987 103,334 80,398 27,346 1,597,802 34.01% 5.69% 5.03% 390,660 465.02 464.75 20.58 20.57 7.00 7.00 4.0900 4.09   -17.39%   -28.36% 31-Dec-2015 2.40 0.52 11.66 0.59 8.58% 2.92% 24-Feb-2016 2.43 0.52 11.81 0.59 8.47% 2.88%
31-Dec-2015 18-Nov-2015 30-Sep-2015 3 1,836,450 148,753 125,088 97,318 57,307 1,590,284 58.89% 6.81% 6.12% 390,733 470.00 469.82 24.91 24.90 14.67 14.66 4.0700 4.07   -24.40%   -9.52% 30-Sep-2015 2.89 0.61 11.60 0.71 8.62% 5.07% 18-Nov-2015 2.83 0.60 11.36 0.70 8.80% 5.18%
31-Dec-2015 19-Aug-2015 30-Jun-2015 2 1,932,308 198,222 165,060 128,732 54,713 1,610,127 42.50% 8.54% 8.00% 390,807 494.44 494.34 32.94 32.93 14.00 14.00 4.1200 4.12   -8.41%   17.75% 30-Jun-2015 3.48 0.70 10.56 0.84 9.47% 4.02% 19-Aug-2015 3.09 0.62 9.38 0.75 10.66% 4.53%
31-Dec-2015 25-May-2015 31-Mar-2015 1 2,366,964 260,720 199,956 140,560 - 1,579,240 - % 8.45% 8.90% 390,901 605.51 605.54 35.96 35.96 0.00 0.00 4.0400 4.04   25.25%   50.04% 31-Mar-2015 3.29 0.54 9.15 0.81 10.93% 0.00% 25-May-2015 3.45 0.57 9.59 0.85 10.42% 0.00%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 1,774,144 132,183 123,625 112,222 31,255 1,523,695 27.85% 6.97% 7.37% 390,691 454.10 453.88 28.72 28.71 8.00 8.00 3.9000 3.90   4.33%   -18.96% 31-Dec-2014 2.90 0.64 10.10 0.74 9.90% 2.76% 27-Feb-2015 3.34 0.74 11.63 0.86 8.60% 2.40%
31-Dec-2014 18-Nov-2014 30-Sep-2014 3 1,816,825 123,229 119,269 107,562 36,473 1,496,725 33.91% 6.56% 7.19% 390,789 464.91 464.79 27.53 27.52 9.33 9.33 3.8300 3.83   -1.62%   -23.19% 30-Sep-2014 2.85 0.61 10.35 0.74 9.66% 3.27% 18-Nov-2014 2.82 0.61 10.25 0.74 9.76% 3.31%
31-Dec-2014 19-Aug-2014 30-Jun-2014 2 1,879,066 128,996 122,530 109,330 31,255 1,484,634 28.59% 6.52% 7.36% 390,693 480.96 480.72 27.98 27.97 8.00 8.00 3.8000 3.80   16.70%   -21.80% 30-Jun-2014 3.10 0.64 11.08 0.82 9.03% 2.58% 19-Aug-2014 2.88 0.60 10.29 0.76 9.72% 2.78%
31-Dec-2014 20-May-2014 31-Mar-2014 1 1,789,436 111,860 107,120 93,684 - 1,454,526 - % 5.99% 6.44% 391,001 457.65 457.79 23.96 23.97 0.00 0.00 3.7200 3.72   -32.35%   -28.49% 31-Mar-2014 3.25 0.71 13.56 0.87 7.37% 0.00% 20-May-2014 3.17 0.69 13.23 0.85 7.56% 0.00%
31-Dec-2013 20-Feb-2014 31-Dec-2013 4 1,959,689 155,323 154,369 138,480 23,441 1,437,721 16.93% 7.88% 9.63% 390,685 501.60 501.34 35.45 35.43 6.00 6.00 3.6800 3.68   -1.11%   1.49% 31-Dec-2013 3.21 0.64 9.06 0.87 11.04% 1.87% 20-Feb-2014 3.45 0.69 9.73 0.94 10.27% 1.74%
31-Dec-2013 20-Nov-2013 30-Sep-2013 3 2,310,485 198,933 179,773 140,041 15,623 1,410,047 11.16% 7.78% 9.93% 390,595 591.53 591.09 35.84 35.83 4.00 4.00 3.6100 3.61   0.16%   -0.86% 30-Sep-2013 3.60 0.61 10.04 1.00 9.96% 1.11% 20-Nov-2013 3.58 0.61 9.99 0.99 10.01% 1.12%
31-Dec-2013 22-Aug-2013 30-Jun-2013 2 2,367,050 198,558 178,210 139,814 23,445 1,387,198 16.77% 7.53% 10.08% 390,760 605.76 605.56 35.78 35.77 6.00 6.00 3.5500 3.55   6.72%   -0.80% 28-Jun-2013 3.83 0.63 10.70 1.08 9.34% 1.57% 22-Aug-2013 3.67 0.61 10.26 1.03 9.75% 1.63%
31-Dec-2013 29-May-2013 31-Mar-2013 1 2,439,684 187,052 166,712 131,004 - 1,371,790 - % 6.83% 9.55% 390,823 624.24 624.14 33.52 33.51 0.00 0.00 3.5100 3.51   -3.99%   -20.16% 29-Mar-2013 3.47 0.56 10.35 0.99 9.66% 0.00% 29-May-2013 4.06 0.65 12.11 1.16 8.26% 0.00%
31-Dec-2012 25-Feb-2013 31-Dec-2012 4 2,267,658 197,318 175,420 136,442 29,469 1,123,115 21.60% 7.74% 12.15% 327,438 692.54 580.13 38.34 34.91 9.00 7.54 3.4300 2.87   -3.41%   12.54% 31-Dec-2012 3.21 0.46 7.70 0.94 12.98% 2.80% 25-Feb-2013 3.31 0.48 7.94 0.97 12.59% 2.72%
31-Dec-2012 08-Nov-2012 30-Sep-2012 3 2,323,865 200,549 182,996 141,253 12,247 1,025,719 8.67% 7.87% 13.77% 306,184 758.97 594.51 46.13 36.14 4.00 3.13 3.3500 2.62   0.22%   11.71% 28-Sep-2012 3.36 0.44 7.28 1.00 13.73% 1.19% 08-Nov-2012 3.38 0.45 7.33 1.01 13.65% 1.18%
31-Dec-2012 09-Aug-2012 30-Jun-2012 2 2,315,896 200,010 183,528 140,944 15,794 866,092 11.21% 7.92% 16.27% 263,249 879.73 592.47 53.54 36.06 6.00 4.04 3.2900 2.22   -14.10%   18.42% 29-Jun-2012 2.99 0.34 5.58 0.91 17.91% 2.01% 09-Aug-2012 3.92 0.45 7.32 1.19 13.66% 1.53%
31-Dec-2012 24-May-2012 31-Mar-2012 1 2,174,644 224,768 207,056 164,084 - 1,147,032 - % 9.52% 14.31% 243,015 894.86 556.33 67.52 41.98 0.00 0.00 4.7200 2.93   35.34%   7.51% 30-Mar-2012 3.54 0.40 5.24 0.75 19.07% 0.00% 24-May-2012 2.83 0.32 4.19 0.60 23.86% 0.00%
31-Dec-2011 24-Feb-2012 31-Dec-2011 4 1,705,573 150,591 138,071 121,237 14,572 944,769 12.02% 8.10% 12.83% 242,871 702.25 436.33 42.60 31.02 6.00 3.73 3.8900 2.42   -4.12%   -14.70% 30-Dec-2011 2.45 0.35 4.91 0.63 20.37% 2.45% 24-Feb-2012 3.55 0.51 7.11 0.91 14.06% 1.69%
31-Dec-2011 10-Nov-2011 30-Sep-2011 3 1,617,748 158,717 143,778 126,441 19,422 1,077,956 15.36% 8.89% 11.73% 242,782 666.34 413.87 52.08 32.35 8.00 4.97 4.4400 2.76   6.23%   -16.09% 30-Sep-2011 2.29 0.34 4.40 0.52 22.74% 3.49% 10-Nov-2011 2.40 0.36 4.61 0.54 21.70% 3.33%
31-Dec-2011 11-Aug-2011 30-Jun-2011 2 1,583,660 150,832 136,930 119,022 - 1,058,620 - % 8.65% 11.24% 242,802 652.24 405.14 49.02 30.45 0.00 0.00 4.3600 2.71   -22.01%   -24.40% 30-Jun-2011 2.48 0.38 5.06 0.57 19.77% 0.00% 11-Aug-2011 2.28 0.35 4.65 0.52 21.50% 0.00%
31-Dec-2011 24-May-2011 31-Mar-2011 1 1,639,252 185,516 171,768 152,620 - 1,029,847 - % 10.48% 14.82% 241,182 679.67 419.37 63.28 39.04 0.00 0.00 4.2700 2.63   7.38%   -4.46% 31-Mar-2011 2.32 0.34 3.67 0.54 27.28% 0.00% 24-May-2011 2.28 0.34 3.60 0.53 27.75% 0.00%
31-Dec-2010 17-Feb-2011 31-Dec-2010 4 1,528,494 172,402 162,495 142,136 24,238 1,018,004 17.05% 10.63% 13.96% 242,382 630.61 391.03 58.64 36.36 10.00 6.20 4.2000 2.60   -5.68%   113.64% 30-Dec-2010 2.57 0.41 4.38 0.61 22.82% 3.89% 17-Feb-2011 2.48 0.39 4.23 0.59 23.65% 4.03%
31-Dec-2010 11-Nov-2010 30-Sep-2010 3 1,543,140 185,828 170,225 150,688 16,114 986,221 10.69% 11.03% 15.28% 241,720 638.40 394.78 62.21 38.55 6.67 4.12 4.0800 2.52   -4.28%   146.77% 30-Sep-2010 2.44 0.38 3.91 0.60 25.55% 2.73% 11-Nov-2010 2.32 0.36 3.72 0.57 26.87% 2.87%
31-Dec-2010 17-Aug-2010 30-Jun-2010 2 1,537,302 194,094 177,496 157,432 - 964,620 - % 11.55% 16.32% 241,759 635.88 393.28 65.04 40.28 0.00 0.00 3.9900 2.47   -1.45%   237.74% 30-Jun-2010 2.23 0.35 3.42 0.56 29.20% 0.00% 17-Aug-2010 2.43 0.38 3.73 0.61 26.80% 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 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
Cheong88 Found some interesting news (news on 3/7 and today). Can consider put in watchlist.

https://www.thestar.com.my/business/business-news/2020/07/03/perodua-eyes-3rd-national-car-project

https://www.theedgemarkets.com/article/ministry-restrategises-action-plan-national-automotive-plan-2020

Electric car? Tesla in making?

So far,
Car sale from Jan-March- 42750
Car sale from Apr-June-31250
Highest month: (June): with sale of 21250 (after launch of penjana)

If want to be safe, can decide after July and august sale amount result out (to determine whether the increment of sale can sustain with penjana).
22/07/2020 6:13 PM
MasterYoda TA Securities expects bumpy 2H earnings recovery for automotive sector on weak sentiment

By Syafiqah Salim | theedgemarkets.com | 2020-07-27 12:30:39
KUALA LUMPUR (July 27): TA Securities Research has maintained its ‘"underweight" rating of the automotive sector and said it expects weak sentiment to result in a bumpy earning recovery in the second half of 2020 (2H20).

The research house's analyst Angeline Chin maintained her "sell" recommendations for MBM Resources Bhd with a target price (TP) of RM3.09, Pecca Group Bhd (TP: 79 sen), Sime Darby Bhd (TP: RM1.71) and UMW Holdings Bhd (TP: RM1.85).

Meanwhile, she noted that Bermaz Auto Bhd (BAuto), with a TP of RM1.77, was still rated as a "buy" as the stock provides a total potential upside of more than 12%.

According to the Malaysian Automotive Association (MAA), the country’s auto sector total industry volume (TIV) plunged by 41.1% year-on-year (y-o-y) to 174,675 units in 1H20 amid the Covid-19 pandemic and the implementation of the movement control order (MCO).

Chin said the MAA had revised upward its 2020 TIV forecast by 18% to 470,000 units from 400,000 units previously. Meanwhile, it increased its passenger vehicle sales forecast by 18.8% to 427,700.

“That said, the revised forecasts suggest that 2H20 TIV would be around 295,300 units or 4.1% lower than in 2H19.

“Note that the MAA’s forecast of 470,000 units is 9% higher than our 2020 TIV forecast of 431,000 units. We do not expect the proliferation of car sales during the tax holiday period in 2018 to repeat this time due to absence of pent-up demand, which was seen in the last tax holiday period.

“In addition, weakening consumer sentiment and stringent hire purchase loan requirements may dampen TIV growth. As such, we keep our TIV forecast for 2020 unchanged at 431,000 units, or a 29% decline year-on-year, due to challenging market conditions,” she wrote in a note today.
27/07/2020 7:53 PM