Posted by healme > 2016-05-18 08:13 | Report Abuse

buying......

Posted by healme > 2016-05-18 08:16 | Report Abuse

buying

Posted by bagan > 2016-05-18 09:58 | Report Abuse

auto sales was terrible for q1, and its not going to recover for the whole year boys...they are getting out

Posted by healme > 2016-05-18 10:49 | Report Abuse

2.30...KEMON

Posted by healme > 2016-05-18 14:35 | Report Abuse

kemoonnnnn

Posted by tklim > 2016-05-18 17:57 | Report Abuse

Wahhh...2.29 closing worrr....can break 4.0 kah?....ha...ha....ha...

Posted by healme > 2016-05-18 18:39 | Report Abuse

TKLIM...WHO ELSE GORENG NI?...HAHAHA

Posted by tklim > 2016-05-18 18:54 | Report Abuse

Haiyaaa...you target only 2.30 kah?.....TP 4.00 lorr ...ha...ha....ha..

---------------------------------------------------

healme 2.30...KEMON
18/05/2016 10:49

Posted by healme > 2016-05-19 17:45 | Report Abuse

tklim...2.30...not cumming laaa....hahahaha

Posted by healme > 2016-05-20 10:06 | Report Abuse

tis time cumming one

Posted by travoltakeong > 2016-05-20 15:14 | Report Abuse

healme...2.30 came this morning...did you sell?

Posted by healme > 2016-05-20 18:22 | Report Abuse

x sempat...it came down 2.29 and stayed there la.....next week meh...after win thomas cup...will go higher....2.35...hehehehe

Posted by tklim > 2016-05-20 18:51 | Report Abuse

Haiyaaaaa.......Big Boss block at 2.29 lah.....kolek...kolek......untiil break 4.00 ...ha..ha....ha...

Posted by healme > 2016-05-23 11:26 | Report Abuse

4.00...i sell again...hahaha

Posted by travoltakeong > 2016-05-23 11:46 | Report Abuse

next target....above 2.65-4.00.......BUY......

Posted by Paul Tan > 2016-05-23 13:55 | Report Abuse

http://paultan.org/2016/05/23/bauto-to-take-over-ssangyong-franchise-in-malaysia/

Posted by silentsunami > 2016-05-23 14:31 | Report Abuse

this brand colder than Mazda, not a good move and their model not exciting as mazda

Posted by healme > 2016-05-23 14:56 | Report Abuse

i think ...its the diesel thing they are after...since diesel euro5 is avialble

Posted by silentsunami > 2016-05-23 15:24 | Report Abuse

i myself also waiting for Mazda diesel but till now also haven't launch by BJAuto

Posted by healme > 2016-05-23 17:41 | Report Abuse

cumming soon...but need to follow tklim first...kolek kolek kolek...haha

Posted by tklim > 2016-05-23 17:56 | Report Abuse

yes...kolek...kolek...TP 4.0...ha...ha...ha

Posted by Jackma76 > 2016-05-23 22:47 | Report Abuse

EPF accumulating..

Posted by travoltakeong > 2016-05-24 07:34 | Report Abuse

Yup...EPF & KWAP on buying spree....

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5099217

Posted by tklim > 2016-05-25 08:14 | Report Abuse

Vrooom....Vroommm....zoom...zooooommmmm......RM4.0...ha....ha...ha...

______________________________________________________________________
Berjaya Auto, zooming ahead with greater market share
Author: kltrader | Publish date: Tue, 24 May 2016, 10:19 AM

The Mazda brand is increasing seen on roads in Malaysia, with their flashy and modern designs. This is evident in the increase in market share by Berjaya Auto, rising 2.8% (YTD) compared with 2.1% for the entire of 2015. Read on to find out why Macquarie Equities Research (MQ Research) continues to like Berjaya Auto…

Event

In a world of declining industry volume, MQ Research continue to like Berjaya Auto, who via the Mazda brand, has persistently been gaining market share (2.8% market share YTD vs 2.1% in 2015). Latest monthly stats by the Malaysian Automotive Association (MAA) reinforces this view, with Mazda (+19%) and BMW (+35%), the only two brands showing unit growth YTD, amid a double-digit decline in total industry volume (-19% YTD).

Impact


Industry struggling to sustain MoM growth momentum. While March 2016 saw the first MoM growth since December 2016, April failed to produce similar trajectory as vehicle sales slumped 7% YoY and 14% MoM. Based on MAA data, new vehicle registration continued to be sluggish at 42.2k units, vs 45.2k units last year and 48.8 units in March. The YoY weakness was driven by passenger vehicles, down 7%, whereas commercial vehicles registration was flat YoY. Calendar YTD, Malaysia’s TIV is still down 19% YoY at 173.4k units vs 213.5k units last year. This is tracking well behind MAA’s full year target of 650k units, making up only 27% of the target.


Gaining market share no longer good enough. YTD, MQ Research have seen plenty of market share winners, led by Mazda (+89bps), Honda (+82bps) and BMW (+57bps). However, with the overall pie shrinking, only Mazda and BMW have been able to see through YoY unit growth YTD. Mazda saw 4.8k units sold YTD, vs 4.1k over the same period last year. BMW on the other hand sold 35% more cars YTD with 2.5k units registered. The biggest losers were Toyota, down 36% YTD and Ford, down 48% YTD. It is also worth mentioning that UMW-Toyota (part of UMW Holdings) recently announced that it was revising down its sales target to 80k units from 87k units on the back of a generally weaker consumer sentiment.


Read across to Berjaya Auto: positive. Between May 2015 to April 2016 (equivalent to Berjaya Auto’s FY16E), there were 15.1k units of new Mazda cars registered in Malaysia, based on MAA’s data. While there tends to be some discrepancies between Berjaya Auto’s actual sales number vs MAA’s numbers, the 15.1k units is 97% of MQ Research’s full year assumption of 15.5k units for FY16E, which should be taken positively.


Honda unsurprisingly held on to the top spot in non-national marquee with 14.3% market share YTD. With decent April sales, Toyota reclaimed the #2 spot with an 8.2% market share, just ahead of Nissan’s 7.9% market share. From an absolute unit perspective however, all three brands are still down between 14-36% YTD.

Outlook

MQ Research reiterates an Outperform recommendation on Berjaya Auto. The stock trades at 11.4x 2017E PER with a 4.8% dividend yield providing downside protection, at a discount to its local and SEA peers who are trading at a mid-teens PER.


Source: Macquarie Research - 24 May 2016

Posted by Skyangelic > 2016-05-26 10:20 | Report Abuse

is time to go up!

Posted by healme > 2016-05-26 11:53 | Report Abuse

yeah...go up....4.0....tklim...say the magic words....hehe

Posted by tklim > 2016-05-27 11:13 | Report Abuse

ya lorrrrr....kolek..kolek....Blue chip in the making....ha...ha...ha...

--------------------------------------------------------------------------------------

healme yeah...go up....4.0....tklim...say the magic words....hehe
26/05/2016 11:53

Posted by travoltakeong > 2016-05-27 14:44 | Report Abuse

New Chapter starting..Got confident can start accumulating or.......Buy at / Above: 2.64 Targets: 3.06 - 3.51 - 3.99 - 4.51

Posted by Yeowc Yeowc > 2016-05-31 07:59 | Report Abuse

6 sen div in june if follow last year

Posted by travoltakeong > 2016-05-31 10:49 | Report Abuse

div comming....gooood

Posted by tklim > 2016-05-31 15:51 | Report Abuse

que...que ...kolek..kolek......out perform stock.......ha...ha...ha

Posted by healme > 2016-05-31 16:30 | Report Abuse

kemon...2.55

Posted by tklim > 2016-05-31 20:02 | Report Abuse

wahhh...EPF goreng worrrrr...ha....ha...ha



http://www.bursamalaysia.com/market/listed-companies/company-announcements/5110937

Posted by cloudde > 2016-06-01 07:59 | Report Abuse

Think that's actually KWAP, not EPF

Posted by tklim > 2016-06-01 10:21 | Report Abuse

ya lorrr..KWAP goreng..........not EPFha...ha....ha....ha

Posted by healme > 2016-06-01 14:31 | Report Abuse

kemonn...2.55...hahaa

Posted by healme > 2016-06-02 09:54 | Report Abuse

Mazda2 diesel...full tank can reach 1000km...really arr?...see paul tan report...
http://paultan.org/2015/10/03/driven-mazda-2-skyactiv-d-diesel-1041-km-on-one-tank/

Posted by Skyangelic > 2016-06-02 14:43 | Report Abuse

walau, such a good car !

Posted by tomwah > 2016-06-03 09:48 | Report Abuse

time to shooting up

Posted by Christine Lee > 2016-06-03 14:58 | Report Abuse

it's going down?

Posted by healme > 2016-06-03 17:54 | Report Abuse

like tklim said....it kolek first...2.25...then go up 2.60 la....next week

Posted by Christine Lee > 2016-06-05 23:43 | Report Abuse

ok ok kolek kolek

Posted by healme > 2016-06-06 10:29 | Report Abuse

puasa time...hahaha

Posted by tklim > 2016-06-06 12:04 | Report Abuse

ha....ha....ha....out perform stock maaa......

Posted by healme > 2016-06-09 14:14 | Report Abuse

2.60...buka posa time...hahaha

Posted by mysterious99 > 2016-06-10 10:19 | Report Abuse

i think its going to sky rocket

Posted by iamalex > 2016-06-10 10:21 | Report Abuse

new civic already out....mazda...hmm...

Posted by healme > 2016-06-10 10:50 | Report Abuse

new civic out...but was skidded at the highway recently

Posted by mysterious99 > 2016-06-13 14:49 | Report Abuse

is their financial result out?

Posted by Yeowc Yeowc > 2016-06-13 22:44 | Report Abuse

Yes. Div 10sen