EP MANUFACTURING BHD

KLSE (MYR): EPMB (7773)

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Last Price

0.715

Today's Change

-0.005 (0.69%)

Day's Change

0.705 - 0.74

Trading Volume

2,286,800


4 people like this.

1,083 comment(s). Last comment by Whiteevoque 3 weeks ago

Posted by Triple Ace > 2012-10-11 12:24 | Report Abuse

Hi All,
Any news for this counter?
look like very slow moving

Cloudboy

456 posts

Posted by Cloudboy > 2013-05-13 15:04 | Report Abuse

undervalued gem

sklyte

2,621 posts

Posted by sklyte > 2013-05-16 17:57 | Report Abuse

company share buyback? at 80c? mex acquisition is cancled! another INGRESS in the making!

Posted by gohchinlim > 2013-05-17 08:55 | Report Abuse

confirm cancel buying mex, price may flying up

Posted by gohchinlim > 2013-05-17 08:57 | Report Abuse

subsidiary involve in solar power, a new business venture

andyteng

457 posts

Posted by andyteng > 2013-05-17 10:24 | Report Abuse

what happen...

tonylim

4,796 posts

Posted by tonylim > 2013-05-17 13:12 | Report Abuse

aunloke, any idea where epmb heading to?
Looks like a laggard to me

Cloudboy

456 posts

Posted by Cloudboy > 2013-05-20 08:35 | Report Abuse

Watch out this undervalue gems

Posted by quyen850906 > 2013-05-22 06:26 | Report Abuse

anyone y not up since hit 86c

sklyte

2,621 posts

Posted by sklyte > 2013-05-23 09:47 | Report Abuse

slowly collect, i believe it will be privatised

Posted by teor cheosoon > 2013-05-30 22:48 | Report Abuse

yes, buy buy buy

Posted by quyen850906 > 2013-06-01 14:23 | Report Abuse

anyone can advice this stock

Posted by moneyking96 > 2013-06-07 22:20 | Report Abuse

Undervalue

kenn

15 posts

Posted by kenn > 2013-06-19 20:34 | Report Abuse

any news?

Posted by gohchinlim > 2013-11-07 16:13 | Report Abuse

(吉隆坡6日訊)市場盛傳,之前胎死腹中的汽車報廢政策(ELV)可能在年杪的國家汽車政策(NAP)中捲土重來,分析員認為,政府若如願落實政策,汽車、銀行和保險業都有望自新車銷量走高中受惠,但二手車市料蒙受重大衝擊。


政府在上個月的財政預算案中隻字未提汽車業,令年杪前出爐的國家汽車政策更受矚目,領域業者認為,隨大馬人對安全駕駛的意識提高,政府可能再度推行汽車報廢政策,即強制規定車齡10至15年的車輛,在更新路稅前須驗車的措施。

這項措施早在2009年時露出台面,但後來在人民的反對聲浪中取消。政府當時強調,政策的目的為確保所有車輛能安全駕駛,而非銷毀車齡高的車輛。

消息也指,目前汽車檢驗只能在全國的電腦驗車中心(PUSTAKOM)進行,但此舉可能開放並包括有素質的車廠,同時,政府可能配合汽車報廢政策,對相關業者,如車廠、汽車零件中心和代理商等祭出一些管制條例。

ARECA資本首席執行員黃德明受訪時表示,若該政策執行,二手汽車市場無疑是最大受害者,反觀,新車市場將從中受惠,尤其是價格較低的新車,如普騰(PROTON)和第二國產車(PERODUA)。

普騰大股東多元資源工業(DRBHCOM,1619,主板工業產品組),以及第二國產車股東合順(UMW,4588,主板消費品組)和MBM資源(MBMR,5983,主板貿服組)都是潛在受惠者。

根據大馬研究,舊車車主一般將選擇較低價的新車,因舊車殘餘價值通常只介於2千至5千令吉,而大馬的總汽車銷量中,逾320萬輛的車齡超過15年,490萬輛的車齡超過10年,顯示報廢並讓新車取而代之的潛力龐大。

影響正面

一名汽車分析員提到,如政府推行汽車報廢政策,對汽車領域的影響正面,在國內約810萬輛車齡10年以上車輛可能需報廢下,國產車料是政策的最大受益人。

“不過,在該項目未落實前,消費者可能隨政策的不明朗保持觀望,進而影響短期的汽車銷量。”

達投資管理公司投資經理林治汶卻對本地汽車業者的受益情況有所保留,主要是舊車市場中,普騰也佔了相當大的比重,而相對海外汽車,普騰的價格結構和賺幅可能較低。

“若該項目落實,車商可能因此需提供津貼予消費者換車,而在提供津貼方面,海外汽車品牌,如本田(HONDA)和豐田(Toyota)汽車反而具更大彈性。”

黃德明也相信,汽車報廢政策不至於顯著打擊外國汽車市場,因為買得起海外汽車的人,一般都是較高檔的收入者,更重要的是,市面上的舊車已不斷減少。

“值得注意的是,隨消費稅和東盟自由貿易區(AFTA)料在2015年落實,政府必須廢除海外汽車的銷售稅,這意味海外汽車的稅務可能減少,售價也料降低。”

雙面刃:提振貸款
呆賬隱憂

汽車報廢政策對銀行的影響如“雙面刃”,若政府執行不當,唯恐在動搖國民還款能力下導致銀行呆賬上升,但舊車換新車的再融資潛力,卻有望提振銀行貸款成長。

林治汶表示,汽車報廢措施可能導致汽車的折舊步伐加快,促使未償還的車款顯著較汽車價值高,最終波及民眾的還款能力,而引發呆賬隱憂。

反觀,黃德明樂觀看待汽車報廢政策,歸功於二手汽車佔融資市場的比重不大,在新舉措料帶動車貸的再融資下,勢必激勵車貸市場。

他也相信,汽車報廢政策對保險領域的影響正面,主要是新舉將刺激新車的保險,而舊車的承保風險也向來較新車高。

執行力是關鍵
應先降低車價稅收

汽車報廢政策料重返正軌,但民眾引頸長盼的“車價降”和“稅收減”的消息卻無聲無息,分析員認為,汽車報廢政策的關鍵在於執行力,政府要順利推行汽車報廢政策,應先降低車價和稅收。

林治汶直言,政府在落實汽車報廢政策前應考慮國民的負擔力,大馬每年新車的註冊數量介於50萬至60萬輛,若每10至15年要報廢,可能造成混亂。

“大馬和新加坡的情況不同,新加坡的交通設備完善,政府不鼓勵民眾買車,進而管制汽車的數量,反觀,大馬的基本建設不夠健全,人民不能無車,若每天靠計程車上班,薪水可能所剩無幾。”

無論如何,一些分析員認為,若政府擬在國家汽車政策中推行汽車報廢政策,不排除會提供一些津貼,因舊車主以低收入群為主。

Posted by BoomBoomChak > 2013-12-31 13:45 | Report Abuse

It's a long wait

Posted by gohchinlim > 2013-12-31 16:05 | Report Abuse

aiming to NAP which to be revealed at 15-1

atan88

3 posts

Posted by atan88 > 2014-01-14 09:14 | Report Abuse

any good prospect about this counter ?

calvintaneng

53,357 posts

Posted by calvintaneng > 2014-01-15 07:43 | Report Abuse

atan88n,

The Good Prospects For EPMB Are:-

1) For Year 2014 Consumers Are Turning To Cheaper Cars Because of Higher Cost of living due to many price increases like petrol, sugar, electricity, gst, toll & assessment rates. As such both Proton & Perodua will benefit for being "bread & butter" cars.

2) EPMB Will Benefit BECAUSE EPMB Supplies Automotive Parts To Both Proton & Perodua Cars. Expect revenue & profit to rise.

3) Perodua Is Doing Strong Promotion For Its Small MPV Called Perodua Alza. Expect Sales To Excel Due To Its Cheaper Price Against All Competition. So EPMB Should Excel also.

4) Other EPMB Intrinsic Values Are - High NTA of over RM2.00. Low P/E & Give Consistent Dividends 3 Times A Year!

Going Forward, EPMB Is Doing Even Better In Bad Times.

Best Regards,

Calvin Tan from PM Corp & MUI Berhad Forums

calvintaneng

53,357 posts

Posted by calvintaneng > 2014-01-17 10:43 | Report Abuse

Good News,

In today's NST News Headlines - "Perodua Posts Record Sales To Retain Top Spot."

EPMB Provides over 80% parts to Perodua. As times are getting tough, economy, frugality & practicality is the way to go.

calvintaneng

53,357 posts

Posted by calvintaneng > 2014-01-18 11:34 | Report Abuse

In Singapore TODAY's News,

Sales of No-Frills Car Is Surging Through All Europe. Dacia the cheapest car - sales surged 21.1% in Europe due to recession and hard times. If you cannot afford a luxury car in hard times you can still buy a cheap no-frill car in travelling from Point A to point B. This is the new trend in economic downturn.

I think Perodua & Proton - shunned by the wealthy in better times will be embraced once again in bad times for economic reason. As bread and butter cars - their sales might even go up.
So EPMB should do well.

tjhldg

27,218 posts

Posted by tjhldg > 2014-01-20 00:47 | Report Abuse

buy

calvintaneng

53,357 posts

Posted by calvintaneng > 2014-01-23 02:46 | Report Abuse

EXTRA GOOD NEWS FOR EPMB THAT ANALYSTS OVERLOOKED!

The recent NAP Announcement That Malaysia will increase production of 650,000 cars to over 1 million units like Thailand & Indonesia by Year 2020 - both for domestic car sales & export will greatly benefit EPMB.

Because EPMB IS THE NUMBER SUPPLIER OF NEW CAR PARTS TO PERODUA, PROTON, TOYOTA, HONDA & OTHER CAR MANUFACTURERS IN MALAYSIA.

calvintaneng

53,357 posts

Posted by calvintaneng > 2014-01-23 02:48 | Report Abuse

Typo error. Should read as, "EPMB IS THE NUMBER ONE SUPPLIER OF NEW CAR PARTS"

Posted by leslieroycarter > 2014-01-26 21:00 | Report Abuse

Will the DOWS drop of 320 pts trigger cheap sales here ? Main reason bing a drop in China export index first time in the 13th year and its listed cos in us stock market having accounting problems involved with major accounting firms that had been suspended pending appeal in court . Hope it has been factored in the last Friday closing prices or else the consequences will be far reaching and difficult to fathom.

kenn

15 posts

Posted by kenn > 2014-01-27 11:43 | Report Abuse

i;m looking good for epmb

anbz

5,163 posts

Posted by anbz > 2014-02-01 22:27 | Report Abuse

downgraded..earning decresing ....last year when the price was only 70 cents...the PE was 3.8 !!! and now at 69 cents ...PE is 5.62...

TP 46.5 cents for u to wait so the PE will be back to 3.8

AyamTua

13,598 posts

Posted by AyamTua > 2014-02-02 02:37 | Report Abuse

anbz: good eyes

calvintaneng

53,357 posts

Posted by calvintaneng > 2014-02-07 09:49 | Report Abuse

AyamTua,

Anbz has myopic eyesight. Why he promoted NOVA without fundamental?

If you check carefully EPMB price is 68 cents with NTA over RM2.00 whereas NTPM is 83 cents with NTA only 30 cents.

Only EPMB qualifies as a Graham Net Net Value Pick.

2 MORE GOOD NEWS FOR EPMB

1) Govt Speeding Up NAP
2) Perodua coming out with New SEDAN MODEL For The First Time.

Both will be POSITIVE FOR EPMB.

kenn

15 posts

Posted by kenn > 2014-02-07 16:29 | Report Abuse

looking gd new model car 2014 perodua and proton

Posted by polymerMan > 2014-02-09 00:04 | Report Abuse

Major plastic use for epmb pp+tarc20%.......not pe.......New perodua car launching viva.....Permintex sdn bhd got it........proton xxx delloyd bhd got it.......

Posted by BoomBoomChak > 2014-04-07 09:21 | Report Abuse

Is this stock sleeping or what?

sklyte

2,621 posts

Posted by sklyte > 2014-04-22 15:40 | Report Abuse

silently waking up

sklyte

2,621 posts

Posted by sklyte > 2014-04-24 16:01 | Report Abuse

nobody care about epmb, hehe, gogoog

Posted by polymerMan > 2014-05-01 23:09 | Report Abuse

Even I wont put a single cents in epmb at this very moment......b frankly at the end of the day encik hamidon still the only Mxxxy Man that I respect in Malaysia automotive industry. .. god bless epmb

Posted by gohchinlim > 2014-05-02 09:02 | Report Abuse

another 2 sen announced to be approved during coming AGM

kenn

15 posts

Posted by kenn > 2014-05-03 14:50 | Report Abuse

4 cents dividen per yrs,share prize cannot over rm1

sklyte

2,621 posts

Posted by sklyte > 2014-05-03 21:26 | Report Abuse

they should just privatise like ingress, NTA 2.06, come on

spider68

454 posts

Posted by spider68 > 2014-05-05 11:07 | Report Abuse

Thanks to TA Securities.

dragonking

3,496 posts

Posted by dragonking > 2014-07-01 20:54 | Report Abuse

nenek power malaysia berhad

AyamTua

13,598 posts

Posted by AyamTua > 2014-07-01 20:57 | Report Abuse

EP= ending paradise
EP = Ended in Paradise
EP = Engkau Punya (Untung/Pasal)
EP = esok pasti (up)
EP= electronic printing (machine)
EP= ending pasti (huat)

EP:NTA 2.00 ...... kikiki

dragonking

3,496 posts

Posted by dragonking > 2014-07-01 20:59 | Report Abuse

should be nenek ayam's power malaysia berhad

kenn

15 posts

Posted by kenn > 2014-07-01 23:16 | Report Abuse

to ayam tua,just jual saja ur saham if u have this epmb,talk too much

Seek

443 posts

Posted by Seek > 2014-07-01 23:26 | Report Abuse

Ayam Tua, really good bird! Early bird catches the worm. Ini kali lah!

AyamTua

13,598 posts

Posted by AyamTua > 2014-07-01 23:27 | Report Abuse

ken: i did bought EPMB thanks to Calvin Tan .. also Mulpha...... where ever Calvin Tan goes - not all, but some I found interesting .. AyamTua is there... must go where Calvin goes


MASTELL accurate by Calvin Tan
Mulpha accurate by Calvin Tan
Opcom accurate by Calvin Tan

Most loved by all? PMCORP ... also by calvin tan !

your guru is my guru too kennnn... kikiki

AyamTua

13,598 posts

Posted by AyamTua > 2014-07-02 09:07 | Report Abuse

kikikiki... NTA: 2.00 remember, $1.00 more than SEACERA ... if SEACERA can up $1.00 EPMB another SEACERA in the making .. wakakakaa

AyamTua

13,598 posts

Posted by AyamTua > 2014-07-02 19:41 | Report Abuse

SHAH ALAM: EP Manufacturing Bhd (EPMB), a tier-1 automotive systems and components manufacturer, has secured a contract to supply automotive components to Honda Malaysia Sdn Bhd (HMSB).


EPMB has invested up to RM27 million in new plant and equipment.


In a statement today, executive chairman Hamidon Abdullah said EPMB is pleased to have expanded its customer base, to include HMSB.


"HMSB is one of the top five automakers in Malaysia and a strong brand in the global automotive industry.

"This new contract is a testament to EPMB’s capability as a tier-1 automotive component supplier," he added.


Meanwhile, the new relationship between EPMB and HMSB is a good platform for the Group to showcase its expertise.


The statement said that EPMB was looking forward to working with new automakers, as the automotive industry sees an emergence of new players and models, due to stiffer competition from market liberalisation which will drive car prices down.-- Bernama

http://www.nst.com.my/node/7950

AyamTua

13,598 posts

Posted by AyamTua > 2014-07-02 20:34 | Report Abuse

long term uptrending

AyamTua

13,598 posts

Posted by AyamTua > 2014-07-02 22:42 | Report Abuse

forum ni pun.. satu orang tadak.. apasai semua diam ja? kikiki

Seek

443 posts

Posted by Seek > 2014-07-02 23:41 | Report Abuse

Tunggu dividend. Leaps itu tunggu naik. Tunggu. Sabar!

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