Highlights
KLSE: MBMR (5983)       MBM RESOURCES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
3.18   +0.01 (0.32%)  3.18 - 3.19  29,700
Analyze this stock with MQ Trader system

Financials


Market Cap: 1,243 Million

Market Cap 1,243 Million
NOSH 391 Million

Latest Audited Result:  31-Dec-2020

Latest Audited Result: 31-Dec-2020
Announcement Date 30-Apr-2021
Next Audited Result: 31-Dec-2021
Est. Ann. Date: 30-Apr-2022
Est. Ann. Due Date: 29-Jun-2022

Latest Quarter:  30-Jun-2021 [#2]

Latest Quarter: 30-Jun-2021 [#2]
Announcement Date 25-Aug-2021
Next Quarter: 30-Sep-2021
Est. Ann. Date: 19-Nov-2021
Est. Ann. Due Date: 29-Nov-2021
QoQ | YoY   -64.65%  |    420.63%

Annual (Unaudited) ( EPS: 40.41, P/E: 7.87 )

Revenue | NP to SH 1,796,499  |  157,923
RPS | P/RPS 459.59 Cent  |  0.69
EPS | P/E | EY 40.41 Cent  |  7.87  |  12.70%
DPS | DY | Payout % 11.00 Cent  |  3.46%  |  27.23%
NAPS | P/NAPS 4.67  |  0.68
YoY   -28.38%
NP Margin | ROE 10.12%  |  8.65%
F.Y. | Ann. Date 31-Dec-2020  |  25-Feb-2021

T4Q Result ( EPS: 51.05, P/E: 6.23 )

Revenue | NP to SH 1,903,048  |  199,540
RPS | P/RPS 486.85 Cent  |  0.65
EPS | P/E | EY 51.05 Cent  |  6.23  |  16.05%
DPS | DY | Payout % 11.00 Cent  |  3.46%  |  21.55%
NAPS | P/NAPS 4.68  |  0.68
QoQ | YoY   12.27%  |    67.90%
NP Margin | ROE 12.01%  |  10.91%
F.Y. | Ann. Date 30-Jun-2021  |  25-Aug-2021

Annualized Result ( EPS: 32.58, P/E: 9.76 )

Revenue | NP to SH 1,478,370  |  127,320
RPS | P/RPS 378.21 Cent  |  0.84
EPS | P/E | EY 32.58 Cent  |  9.76  |  10.24%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -32.32%  |    188.80%
NP Margin | ROE 9.81%  |  6.96%
F.Y. | Ann. Date 30-Jun-2021  |  25-Aug-2021


Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.

Click here to modify the Visible Columns.

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-2021 25-Aug-2021 30-Jun-2021 2 320,878 22,821 19,807 16,628 19,544 1,829,354 117.54% 6.17% 0.91% 390,887 82.09 82.09 4.26 4.26 5.00 5.00 4.6800 4.68   -64.65%   420.63% 30-Jun-2021 3.14 3.83 73.81 0.67 1.35% 1.59% 25-Aug-2021 3.23 3.93 75.93 0.69 1.32% 1.55%
31-Dec-2021 27-May-2021 31-Mar-2021 1 418,307 55,038 52,718 47,032 - 1,848,898 - % 12.60% 2.54% 390,887 107.01 107.01 12.03 12.03 0.00 0.00 4.7300 4.73   -33.67%   72.73% 31-Mar-2021 3.43 3.21 28.51 0.73 3.51% 0.00% 27-May-2021 3.18 2.97 26.43 0.67 3.78% 0.00%
31-Dec-2020 25-Feb-2021 31-Dec-2020 4 563,416 96,498 81,087 70,901 23,453 1,825,445 33.08% 14.39% 3.88% 390,887 144.14 144.14 18.14 18.14 6.00 6.00 4.6700 4.67   9.11%   72.77% 31-Dec-2020 3.39 2.35 18.69 0.73 5.35% 1.77% 25-Feb-2021 3.35 2.32 18.47 0.72 5.41% 1.79%
31-Dec-2020 19-Nov-2020 30-Sep-2020 3 600,447 79,601 74,872 64,979 - 1,755,085 - % 12.47% 3.70% 390,887 153.61 153.61 16.63 16.63 0.00 0.00 4.4900 4.49   1,352.97%   16.53% 30-Sep-2020 3.17 2.06 19.07 0.71 5.24% 0.00% 19-Nov-2020 3.21 2.09 19.31 0.71 5.18% 0.00%
31-Dec-2020 19-Aug-2020 30-Jun-2020 2 258,596 -2,820 -4,347 -5,186 19,544 1,743,358 - % -1.68% -0.30% 390,887 66.16 66.16 -1.33 -1.33 5.00 5.00 4.4600 4.46   -119.05%   -107.00% 30-Jun-2020 3.24 4.90 -244.21 0.73 -0.41% 1.54% 19-Aug-2020 3.16 4.78 -238.18 0.71 -0.42% 1.58%
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%

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.


Trade this stock for as low as 0.05% brokerage. Find out more.
  leno likes this.
 
RaksasaKambing There will be a beat down due to the new MCO. I expect good entry prices will come in the next week, maybe (optimistically) even sub 3 ringgit
29/05/2021 6:36 AM
RaksasaKambing Will be watching this counter
29/05/2021 6:39 AM
SincereStock yea haha, will try to grab more too if there is good discount
29/05/2021 11:41 AM
SincereStock bought 36 lot at 3.16 just now haha @raksasakambing did u got some too?
31/05/2021 10:52 AM
SincereStock possibly the last mco before Malaysia mass immunity, takut apa, this morning free discount on uptrend stock for nothing, no more discount, TP easily rm4 above
31/05/2021 3:34 PM
RaksasaKambing @Sincerestock my TP is a bit lower than current prices. Maybe it won't move much due to high institutional holding
31/05/2021 8:32 PM
SincereStock perhaps retailers also learned their leason previously, won't panic selling that much already this time
31/05/2021 9:46 PM
SincereStock 3.15 is a very much tested bottom as of now
31/05/2021 9:48 PM
SincereStock good start of fmco, strong gap up!
01/06/2021 9:03 AM
RaksasaKambing Additional loan moratorium is a big deal for the industry.
01/06/2021 11:27 AM
PenangLang9180 Previously scheduled to end on June 2021, now extends to the end of this year.

https://paultan.org/2021/05/31/government-extends-sst-exemption-period-again-to-dec-30-2021-100-on-new-ckd-cars-50-for-cbu/
02/06/2021 9:58 AM
SincereStock cash > total liabilities = risk free = high potential to improve the already very high dividend payout by further improving EPS or simply recurring current EPS in upcoming QR (current already high DY is still just less than half of the total earning)

next QR YoY also has very good chance to improve as the last same QR records negative result, thus further lowering the already very low PE with the release of next QR

positive future prospect + loan moratorium + extends of sst excemption

undoubtly the current most undervalued among the listed automotive companies
02/06/2021 10:28 PM
SincereStock big volume is yet to come since the latest QR released on 27 may, the price has already shown to be moving in positive direction, imagine what will happen when bigger volume come in, don't wait until too late

personally myself have just entered this counter since 28 may after research on this company on 27 may, realising it is deeply undervalued. afterward on next trading day 1 june, add on again by successfully buying the dip during the fmco panic sell. currently still holding tight with good paper earning already, can't wait until it fly~!
02/06/2021 10:41 PM
flippiwippi good company to move capital after mmccorp privatization...
03/06/2021 8:30 PM
SincereStock @flippiwippi definitely, but I already invest major part of my capital here, maybe my mmc capital and profit can go else where, any other good suggestion?
04/06/2021 8:10 AM
aliyusof SincereStock, u still keep mmc till SCR completion? Not buying more at 1.81? Mmc really undervalued stock that SM will have it for himself loh...
17/06/2021 12:09 PM
SincereStock @aliyusof buy more already at 1.80 earlier, just not all in, need some free cash for opportunity else where also, don't want put all money in 1 basket, beside there is still risk here although it is very very minor one
17/06/2021 12:17 PM
aliyusof Agreed. Rsk quite low, think SM will get it at 2. He has very good succesful privatization track record in the past.
17/06/2021 12:23 PM
SincereStock market index recovered quite a lot today, mbmr still few steps behind, bauto also just released improved QR, but of course mbmr is still far better, PE 7.15, DY 6.16, NTA clean clean net cash and asset, time for the price to catch up with it's true value

good chance to enter or reenter while it is still at weakness next trading day
18/06/2021 11:57 PM
Che115 hello I am new here~ wah Kenapa letak SD logo?
22/06/2021 6:13 PM
Jeffson87 Sincerestock, can consider uchitec. Reasonable PE, high DY, low debt, stable growth. Can have a look for long term investment =)
22/06/2021 11:29 PM
Jeffson87 Forgot to mention very very high ROE too. If it matters to u. Cheers
22/06/2021 11:31 PM
SincereStock @Jeffson87 I prefer stock price with NTA discount, anyway thanks for your suggestion
24/06/2021 10:20 PM
keithtrade MBMR great value at current price, safe long term investment with a 6% + yield.
25/06/2021 7:43 AM
Jeffson87 Sincerestock. I see. Can have a look at Oriental Holding or MFCB then.
26/06/2021 10:35 AM
SincereStock @jeffson87 I just checked both, Oriental not bad, cash balance more than total liabilities. I like clean NTA like this. but MFCB actually priced above NTA, the NTA not yet updated after recent stock split. thanks again for your kind suggestions
26/06/2021 12:48 PM
shiby anyone in this forum receive the divident the recently ex?..
05/07/2021 11:26 AM
keithtrade Yes came into my account on Friday
05/07/2021 2:43 PM
RaksasaKambing Yeah came in for me too
05/07/2021 4:16 PM
keithtrade Is the factory closed during current MCO?
07/07/2021 6:38 AM
RaksasaKambing I believe automotive manufacturing isn't open during MCO. Sales won't be running anyhow, but if they could do some manufacturing during this, there would be more stock ready for when things re-open. The wait time for some car models was quite long due to demand
09/07/2021 2:42 PM
shiby @ RaksasaKambing fyi rtd @ jpj office already open since 1st july.but sale for may /june 2021 will report low number due to mco so no need to be panic
13/07/2021 6:44 PM
RaksasaKambing One thing to note is how automotive sales work. If you're in F&B and you close for 2 months, those two months are lost because people will just have to get their food elsewhere. When you open back, they don't come and buy the quantity of food they lost for 2 months. Whereas when it comes to buying vehicles, if you are going to buy a car in 2021/22, it doesn't matter that you can't buy during a certain month. The pent-up demand will come back when the stores re-open.

With that said, it is still important that the economy does well. If people don't have money, they can't buy cars. But overall I do not expect the total sales to be much affected by the intermittent closures. More important is whether production levels stay up and the marques we invest in continue to offer competitive models that the market wants.
14/07/2021 9:36 AM
wallstreetrookie With fewer new cars being made amid a shortage in critical semiconductors, both retail consumers and rental car companies have gone to the used-vehicle market to get the wheels they need. Wholesale prices have soared as a result, up 54% in April from a year earlier at Manheim, the nation’s largest vehicle auction house.

Most analysts say the increase in car prices, like the spike in inflation as a whole, will likely be transitory as production ramps up and demand subsides. Auto sales had soared amid a pandemic-era boom in road trips and hesitancy to take public transportation, trends that look likely to fade over coming months.
21/07/2021 4:10 PM
charliecharlie juz sold my holdings in this counter, swapping it to General motor...hope our beloved administration dun drag all the counters to a few years behind / backwards
22/07/2021 3:15 PM
Bgt 9963 Post removed. Why?
22/07/2021 4:37 PM
PenangLang9180 https://www.theedgemarkets.com/article/auto-sales-shrank-1921-units-june-maa-trims-tiv-forecast

Malaysia's Automotive Association (MAA) reduced Total Industry Volume (TIV) Forecast
23/07/2021 5:13 PM
Dakewlest Thinking of buying. Any thoughts, anyone?
24/07/2021 2:24 AM
Bgt 9963 Post removed. Why?
24/07/2021 10:34 AM
idunwork https://keyauto.my/2021/07/24/maa-announce-june-sales-report/
25/07/2021 12:36 PM
RaksasaKambing Depends on your needs and investment strategy. This is the 'buy and then close eye' type of counter. Not very volatile, backed up by high NTA, pays you dividends. The next quarter report will be good but subsequent quarter not good due to FMCO, but you can expect a bounce back in Q4 of this year and Q1-2 of next year. Most likely the SST holiday will be extended yet again. Current entry price is reasonable.
27/07/2021 10:08 AM
lamdba Seems like a good bargain now...
06/08/2021 12:14 AM
Bgt 9963 Post removed. Why?
06/08/2021 8:51 AM
Hafid economy so bad where got people buy car.
06/08/2021 3:12 PM
tailangong No people buy car but got people maintain car ma..major downturn is due to foreign investors all run la. Our political situation so worse,
11/08/2021 11:13 PM
Bgt 9963 Post removed. Why?
12/08/2021 7:58 AM
EatCoconutCanWin Ppl already suffer covid, no money, no eat, no income, all loan. Buy car for what, siao meh. Last time can buy new car as want to show off during cny , raya or Christmas. Now no die of covid can d. Impossible august got selling 6000+ car , this info really misleading. I didn't see new plate on car. TP 1.50
04/09/2021 9:34 AM
PenangLang9180 EatCoconutCanWin Perodua reduced its sales target to 214k from 250k previously for FY2021 it's lower than 2018 (227k),2019 (240k) and 2020 (220k) historical sales but still higher than my expected sales given that they have been facing chip shortage and shut down of production plants and showroom.

In many places of Malaysia including KL and Selangor, personal vehicle is a neccessity and Perodua offers the most affordable cars starting at 30k and with 7-yeras loan, monthly payment is less than RM600 for the cheapest AT Axia and slightly under RM650 for the cheapest AT Bezza.

Of course you could argue that 2nd hand cars and motorcycle is another option, but they serve a different group consumers most of the time. I think bad economy not a major concern to Perodua sales, since given the adverse economic prospect Perodua is expected to eats up marketshare from more premium foreign brands as well.
04/09/2021 10:22 AM
RaksasaKambing The hierarchy is (generally) as such: used vehicles -> national vehicles -> Japanese/Korean -> Continental -> Luxury. What we find is that a lot of the middle class people who usually buy Japanese are more likely to drop down to national vehicles for cost savings.

Proton is the main competitor to Perodua in the lower segments (Saga vs Bezza, Myvi vs Iriz) but we find that their new Geely-based products like X50 and X70 are more like eating up the upper tier Japanese and Conti sales (e.g. buy X70 instead of CX-5, X1 or CR-V), rather than eating up Perodua sales. So we just compare la, between the Perodua and Proton of similar segment:

Axia vs No competitor (Axia win)
Bezza vs Saga (Even. Bezza more popular for fuel economy & higher tech, Saga cheaper and better handling)
Myvi vs Iriz (this one I don't need to say).
No competitor vs Persona (Persona win)
Exora vs Alza (Exora wins by a bit, but both models are going to be phased out. Aruz much more expensive than both, currently no competitor).

Look at the sales figures you can see Proton good sales is Saga and Persona, by a lot. Perodua on the other hand has high sales for Axia and Myvi, commendable sales for Bezza and Aruz. Ativa occupies a unique segment in the market and it's hard to say how much overall it will contribute, but the sales so far have been good la.

Perodua's order book is full till the end of the year. Their focus is on production now. Any new bookings must come next year liao. Laku or not?
04/09/2021 1:16 PM
investortrader88 Just noticed my queue buy matched RM 3.15.good luck guys
21/09/2021 2:32 PM