BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

1.60

Today's Change

+0.03 (1.91%)

Day's Change

1.55 - 1.61

Trading Volume

2,892,400


17 people like this.

4,979 comment(s). Last comment by tan1828 2 days ago

Greg14

28 posts

Posted by Greg14 > 1 week ago | Report Abuse

cwc1981 cheers bro sure got ups and downs one.. its a learning process to ride the waves ;)

Posted by weixuan0325 > 1 week ago | Report Abuse

cx30, cx5 and kia sportage price will increase as well...

Greg14

28 posts

Posted by Greg14 > 1 week ago | Report Abuse

maybe prior to price increase, will have a round of big sales pocketed in to boost up earnings first? cx30 is quite a popular model recently since CKD since 2023, saw alot on roads. cx60 wise i think market more likely targeted on those Lexus customer, low profile luxury stuff given

cwc1981

1,487 posts

Posted by cwc1981 > 1 week ago | Report Abuse

Agreed weixuan0325. CX30, CX 5 and Sportage will continue to battle within the highly competitive mid range SuV segment. But with new OMV tax starting 1st January it will bring the price narrower for Honda CRV, Omoda C9, BMW x series and VW Tiguan. With this price different most likely people will choose the fully imported Mazda CX60 over the rest. Bermaz is just a small player, I don't know what is the combine sales for those CRV and etc but if Mazda manage to sell 6k unit for cx 60 annually, 10k of CX 5 as what happened now, 4k unit of cx30 and maybe 1.5k unit of xpeng and plus 1k unit of all the kia vehicles. I believe with 22k unit of sales annually Bermaz should able to go back to 2023 record profit

cwc1981

1,487 posts

Posted by cwc1981 > 1 week ago | Report Abuse

Hi Greg14. Good observation actually in August till October the sales for cx30 and cx5 is 40:60

cwc1981

1,487 posts

Posted by cwc1981 > 1 week ago | Report Abuse

With OMV excise tax come in force Proton suddenly see itself become competitive against the chinese cars because it is a local car. Not so good news for Toyota and Honda

dompeilee

11,888 posts

Posted by dompeilee > 1 week ago | Report Abuse

Instead of trying my luck in BAuto, I instead targeted the force behind the co., buying Mazda Motors in Tokyo trading yesterday @ ¥978.3 for the 1st time ever!

iscmob

88 posts

Posted by iscmob > 1 week ago | Report Abuse

EPF bought one million units. ... averaging down

Amazonboy

826 posts

Posted by Amazonboy > 1 week ago | Report Abuse

Enter@1.59...still got 3 sen div otw...value buy...Lol

dawchok

628 posts

Posted by dawchok > 1 week ago | Report Abuse

Agreed that @1.59 is a value buy especially for dividend investors.

cwc1981

1,487 posts

Posted by cwc1981 > 1 week ago | Report Abuse

Next year should have improvement with cx60,cx80, deepal ev and Kia EV3 coming. KIA EV3 is expected to price closely to current best selling EV BYD atto3. KiA EV3 definitely looks better than Atto 3.

cwc1981

1,487 posts

Posted by cwc1981 > 1 week ago | Report Abuse

BYD Atto 3 currently sold around 1k unit per month. If KIA EV3 maybe to snatched 400 unit per month consider very good liao

cwc1981

1,487 posts

Posted by cwc1981 > 1 week ago | Report Abuse

Big bosses holding already exceeded 15%. While EPF selling.

SinGor

4,966 posts

Posted by SinGor > 1 week ago | Report Abuse

price drops just reflect 10cents dividend ( 7sp + 3 regular ) And also general market weakness---But EPF
and management still buying ( slowly price will return to 2.0 )---I think Trump will CUT interest rate But
2027 Trump will be All in to Raise interest Rate---Tariff on China, Canada and Mexico spell Big Trouble bcos
USA donT Even have industries to make "Pencil "----I see USA Inflation goes to 30% or More ( now already 12%
Unofficial )

star584

10 posts

Posted by star584 > 1 week ago | Report Abuse

since when an US president is allowed to make interest rate decisions? lol

cwc1981

1,487 posts

Posted by cwc1981 > 1 week ago | Report Abuse

It is really bad at BAuto that people willing to suffer losses everyday?

Waller

144 posts

Posted by Waller > 1 week ago | Report Abuse

Then it will drop to the same price as during the MCO period ...

nemesis

4,021 posts

Posted by nemesis > 1 week ago | Report Abuse

Now this is the danger of investing in a company that has little asset...once its earning is crippled n lost, it will drop like a brick as it has little assets to support its share price...Bermaz has just 0.63 NTA against its share price of 1.50...maybe the only support is it's high dividend payout but if earnings drop drastically, dividend will go stagnant too...

geary

6,394 posts

Posted by geary > 1 week ago | Report Abuse

BAUTO...Fair Value probably in a range of...@1.25/1.40...🤞😁
2 hours ago
NTA isn't the right valuation for non asset class companies.
Earnings, dividend n cash flows, are the approximately valuation, roughly within a range. Nick a little bit at...@1.51.

dompeilee

11,888 posts

Posted by dompeilee > 1 week ago | Report Abuse

Luckily I buy DIRECTly Mazda Motors instead of BAuto although both have plunged precipitously since Feb '24...now it's ¥1,004.50 vs my entry of ¥978.3!🤗

M55555

1,109 posts

Posted by M55555 > 1 week ago | Report Abuse

At this price, i will have a lot of monitoring , buy and sell to break it even. Thought can relax , collect dividend . Extra work now...

Supernoob

11 posts

Posted by Supernoob > 1 week ago | Report Abuse

wow ...dropping faster that i thought..it's a value trap company! i hope the mgmt "listen" rather than just stubbornly stick to the old model.

dompeilee

11,888 posts

Posted by dompeilee > 1 week ago | Report Abuse

To celebrate my paper gains on both Mazda & SUBARU purchased barely a month ago, I BOUGHT BAuto for the 1st time ever @ $1.51 today!

aklobi

318 posts

Posted by aklobi > 1 week ago | Report Abuse

I have been buying BAUTO ever since it was 2.03, and I put orders to buy every MYR 0.10, Lowest purchase was 1.51.. I also have orders lower..

dompeilee

11,888 posts

Posted by dompeilee > 6 days ago | Report Abuse

My 🎅LUCK continues to ASTOUND all & sundry, whether they admit it or not!😊 My Mazda rises >¥100 above my purchase just a week prior, now showing a paper gain of 10.5% while my SUBARU tacks on another 2.5% this morning to bring that paper gain to 13%!

BTW, the short-sellers miscalculated & shorted a sizeable amount at around $1.53 & will likely pay a heavy PRICE by the end of 2day!

Ravetidus

152 posts

Posted by Ravetidus > 6 days ago | Report Abuse

I wonder why would ppl short when price at RM1.53, if BAuto drops below 1.55 it is a buy call for now while awaiting next quarter's results

Posted by HKHedgeFund > 6 days ago | Report Abuse

Hapseng short selling target malaysia riggit 2.7, thanks

tan1828

3 posts

Posted by tan1828 > 2 days ago | Report Abuse

7 cents/share dividend in

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