Posted by Hush77 > 2023-12-22 16:17 | Report Abuse

Accumulate

Posted by abc333 > 2023-12-22 20:15 | Report Abuse

told you those panic sell will regret.

Posted by GLNT > 2023-12-22 22:53 | Report Abuse

https://english.kyodonews.net/news/2023/12/18cc294c967f-daihatsu-resumes-auto-shipments-in-indonesia-amid-safety-scandal.html

Posted by GLNT > 2023-12-22 22:54 | Report Abuse

Malaysia's turn to resume once govt gives the green light? Haha

Posted by Ayong21 > 2023-12-23 02:54 | Report Abuse

Wow, seems nobody cares about the safety issue. It's true that for perodua, price and fuel savy come first, safety is last and doesn't matter at all. Guess it's time to open margin and all in now, if not there is no chance to up car anymore.

Posted by super911 > 2023-12-23 16:47 | Report Abuse

It's not the cars that are having problem, just the test not done according to standard. So I think Perodua business will continue as usual.

Posted by sooncy8 > 2023-12-26 15:48 | Report Abuse

https://paultan.org/2023/12/26/daihatsu-to-halt-all-production-in-japan-until-end-jan-2024-perodua-production-reported-to-have-resumed/

Posted by sooncy8 > 2023-12-26 15:48 | Report Abuse

没有事情了。

Posted by fcwong > 2023-12-26 21:06 | Report Abuse

https://english.kyodonews.net/news/2023/12/d58248389486-daihatsu-suspends-all-plants-in-japan-due-to-safety-test-scandal.html

Leave the stock temporary, will be back once this issue settle.

Posted by GLNT > 2023-12-27 07:21 | Report Abuse

fcwong, if you wait until the issue is settled, share is already breaching new highs.

Posted by Paul Tan > 2024-01-02 15:42 | Report Abuse

still dropping 🤷🏻‍♂️

Posted by WannaBeTechAnalyst > 2024-01-02 16:42 | Report Abuse

I think the dropping because the new appointed CEO has lesser experience in automotive business as compared to previous CEO which has vast experience in automotive background; or maybe the new CEO news bring back out the Q3 report gains boosted by land sale which happened in Nov'23; maybe no-fact checker just panic sell.

https://theedgemalaysia.com/node/695764

Posted by Hush77 > 2024-01-02 16:46 | Report Abuse

business as usual. the previous CEO already inform few months back that he is leaving.
New CEO has experience in M&A. So he might be able to unlock value of this hidden gem..

Posted by WannaBeTechAnalyst > 2024-01-02 17:35 | Report Abuse

Anyway it could be profit taking for swing trader but the drop is minor. Managed to exit before the panic kicks in and accumulate back at RM4.16 seeing the sellers are losing momentum but.. I could be wrong then buys more at lower price ~

Posted by Paul Tan > 2024-01-02 20:27 | Report Abuse

2024 perodua plans https://paultan.org/2024/01/02/perodua-in-2024-d66b-suv-to-be-first-hybrid-aruz-facelift-myvi-g3-turns-7-is-it-time-for-another-update/

Posted by GLNT > 2024-01-04 12:19 | Report Abuse

EPF blocking again? Yawn....

Posted by Amazonboy > 2024-01-04 13:23 | Report Abuse

Sugar in d engine...can go up...Lol

Posted by Hush77 > 2024-01-04 17:17 | Report Abuse

Maybe takeover offer "akan datang"

Posted by DividendGuy67 > 2024-01-04 19:47 | Report Abuse

MBMR closed 4.30. +2.38%. Thanks to MBMR, TENAGA, MAYBANK and 24 other green stocks offsetting 11 red stocks, my portfolio made new all time high again today!

Posted by Hush77 > 2024-01-05 08:59 | Report Abuse

"Kenanga favours MBM Resources Bhd in the sector, with a TP of RM5.50, for its exposure to the economical Perodua brand and the stock’s 11% dividend yield. "

Posted by Paul Tan > 2024-01-16 17:52 | Report Abuse

case closed, affected model is granmax pasar malam pickup truck

perodua models not affected

https://paultan.org/2024/01/16/daihatsu-procedural-irregularities-rectification-order-issued-3-vehicle-type-approvals-revoked/

Posted by Paul Tan > 2024-01-17 11:54 | Report Abuse

perodua ev coming

https://paultan.org/2024/01/17/perodua-d01d-ev-production-scheduled-to-start-in-late-2025-working-with-partner-on-prototype-zafrul/

Posted by ks5S > 2024-01-18 18:50 | Report Abuse

https://focusmalaysia.my/perodua-collabs-with-international-partner-to-develop-affordable-evs/

Posted by Paul Tan > 2024-01-23 10:19 | Report Abuse

finally some movement today after barcoding for so long

Posted by QQQM99 > 2024-01-23 10:29 | Report Abuse

Any good news coming?

Posted by Lyo82 > 2024-01-24 13:57 | Report Abuse

No bad news is a good news.

Posted by Paul Tan > 2024-01-31 14:16 | Report Abuse

japan resume production liao https://www.daihatsu.com/news/2024/20240130-4.html

Posted by Diamond7 > 2024-02-02 13:56 | Report Abuse

Trending up up again!

Posted by Paul Tan > 2024-02-02 14:33 | Report Abuse

its quarterly report month, people FOMOing hehe.

Posted by Hush77 > 2024-02-05 09:33 | Report Abuse

it punch through upper resistance.... more to come...

Posted by Paul Tan > 2024-02-05 14:34 | Report Abuse

did we hit all time high briefly?

Posted by DividendGuy67 > 2024-02-05 21:45 | Report Abuse

Yes it did. All time high. Looking good.

Posted by DividendGuy67 > 2024-02-13 17:55 | Report Abuse

MBMR closed 4.66, making new All Time High again today.
Thanks to MBMR, MAYBANK, FPI and other stocks, my portfolio also made new all time high again today.
Thank-you Mr Market!

Posted by Paul Tan > 2024-02-20 11:50 | Report Abuse

price dropping, people scared to hold through earnings ah?

Posted by geary > 2024-02-20 16:23 | Report Abuse

MBMR...added average @4.00...rationally should be around #5.00/5.50.🤓

Posted by PureInvest > 2024-02-20 21:07 | Report Abuse

Just reported (according to MAA):

Jan'23 all new car sales - 50,168 units.
Jan'24 all new car sales - 65,499 units (Higher than Year'23 sale figures).
Feb'24 all new car sales - Expected to be lower due to shorter number of days & Chinese New Year).
Dec'23 all new car sales - 78,398 units (Generally, it is higher due to year-end sale promotions).

From the reported figures, companies should be reported to still continue to do well.

Posted by yilonma > 2024-02-22 12:42 | Report Abuse

Dividend announcement next week!
2022 - 28 cents @ RM2.80 average = ~10% pa
2023 - 66 cents @ RM3.60 average = ~18% pa

Posted by Paul Tan > 2024-02-27 13:19 | Report Abuse

when announcement

Posted by yilonma > 2024-02-28 14:53 | Report Abuse

Announcement is due 29 Feb if you search for MBMR https://klse.i3investor.com/web/financial/quarter/upcoming
But quite scary, seeing the number of people selling

Posted by keithtrade > 2024-02-28 17:09 | Report Abuse

Some insiders got word result is disappointing maybe?

Posted by alibiii > 2024-02-28 18:50 | Report Abuse

result good but no dividend

Posted by PureInvest > 2024-02-28 20:54 | Report Abuse

MBMR's total EPS for year 2023 is 85.56 ct.
NTA is 5.45.
PE is 5.24.
Bauto's PE is 7.62.
DRBHCOM's PE is 23.57.

Looking at MBMR's non-declaration of dividend for 4th Qtr 2023 may be good in view of the followings:

1. To reflect the real intrinsic value of MBMR, the share price, even if taking Bauto's PE of 7.62, MBMR's share price should be (85.56 x 7.62 = RM6.51).

2. Even, if taking MBMR's PE of 6.5, its share price is (85.56 x 6.5 = RM5.56), which is the IB's Target Price projection of RM5.50 and also it is slightly higher than the NTA of RM5.45.

3. Looking at it, the non-declaration of a decent dividend for 4th Qtr 2023 may reveal many good stories ahead.

Well, we are investing in long term basis because all the business sectors in MBMR are showing excellent business performance and Perodua's cars/vehicles are still the king of the road in view of the followings:

1. SST of 8% will affect more on the higher end car/vehicle prices as SIME is going to announce increase in prices.

2. Perodua cars/vehicles are the best fuel consumption cars/vehicles and loved by Malaysians.

3. And so on.

Posted by Dakewlest > 2024-02-28 22:39 | Report Abuse

Pure invest, Just curious, why no dividend is good?

Posted by ChloeTai > 2024-02-29 01:05 | Report Abuse

Last time got special dividend of 20 sen. But on ex-date, the share price in adjusted down 20 sen and could not recover.

Posted by PureInvest > 2024-02-29 08:39 | Report Abuse

Retained earning increase the Reserve & goes into the NTA and shall be reflected into the share price eventually.

That is my opinion.

Posted by Hush77 > 2024-02-29 09:20 | Report Abuse

ideally the company or ceo should explain why no dividend despite the good results...
or else some investors will be dissapointed

Posted by PureInvest > 2024-02-29 09:35 | Report Abuse

No worry for me, buy on dip for LT investment.

Posted by sooncy8 > 2024-02-29 10:29 | Report Abuse

According to it's dividend policy (60% of net profit), it should have a 12 sens final dividend will be declare later.

Posted by sooncy8 > 2024-02-29 10:40 | Report Abuse

Usually the final dividend will announced on April and pay in June.

Posted by c328 > 2024-02-29 10:49 | Report Abuse

MBMR:
first, second, special (Feb24 > paid at Nov23) and final dividend (Apr24).
as this is company normal practise dividend trend.

Good result is good news compare to market other company.
high chance for good news to announce may be for take over and transfer the shares privatization.