Posted by James Ng > 2018-09-15 12:28 | Report Abuse

https://klse.i3investor.com/blogs/general/174098.jsp
[转贴] [BERMAZ AUTO BHD：减少营销，广告费用及经销商激励措施，菲律宾增加3家经销商，介绍新车型来保持销量和合理的增长率] - James的股票投资James Share Investing

Posted by Fiona_KLCIanalyst > 2018-09-17 13:58 | Report Abuse

Target Price RM 2.30
• 1QFY19 within expectation, 2.5sen dividends declared
• Earnings would have been stronger if not for MMSB supply disruption
• Massive backlog orders and lower than expected SST compensation – expect new record
earnings in 2QFY19
To get counter updates and daily picks whatsap at 6011 5796 8095 join group

Posted by Jenson123 > 2018-09-19 12:39 | Report Abuse

Very good, I will collect more when it drop below rm1.95

Posted by jibbie > 2018-09-19 16:13 | Report Abuse

pakatan gov want to push for more local car sales. not good news for bauto,

Posted by Kensington > 2018-09-19 19:03 | Report Abuse

Bursa announced today of an acquisition of shares via open market by an executive director who is also a recipient of a proposed specific allocation of Awards offered by the Co. I hope this will instill some confidence in the market despite weakening of share price.

Posted by param54 > 2018-09-19 23:35 | Report Abuse

push down until nobody want to buy then the u turn come shooting star

Posted by Alexchan309 > 2018-09-19 23:43 | Report Abuse

rm.dropping and drb geely x7 will affect the sales !!

Posted by Jenson123 > 2018-09-20 07:33 | Report Abuse

I don't think there is a big effect because Proton engine is incomparable with Mazda engine, unless proton SUV build in lotus engine.

Posted by Kc Teh > 2018-09-21 09:53 | Report Abuse

yay moving up finally, congrats to those who managed to jump in below 2. TP 2.34!

Posted by BULL1000BEAR1000 > 2018-10-09 21:11 | Report Abuse

https://www.startrescue.co.uk/news/motoring-news-2/10-most-expensive-countries-to-buy-and-run-a-car

Posted by BULL1000BEAR1000 > 2018-10-09 21:11 | Report Abuse

https://jalopnik.com/the-ten-most-expensive-places-to-buy-a-car-1256855393

Posted by BULL1000BEAR1000 > 2018-10-09 21:12 | Report Abuse

The Geely Boyue is currently priced around RM68,500 (110,000 yuan) in China, while competitors such as the Honda CR-V and Mazda CX-5 are sold at over RM100,000

Google Search Result

Posted by Victor Yong > 2018-10-13 10:01 | Report Abuse

if proton X70 is sold at below 100K, it could be a real challenge to honda, nissan, toyota and mazda too..

Posted by KevinLim0130 > 2018-10-17 11:18 | Report Abuse

Jenson123 Lotus is using Toyota sourced engine btw

Posted by dusti > 2018-11-15 15:54 | Report Abuse

Take yr profit and enjoy the weekend. Why up when X70 will outsell CX 5?

Posted by Kc Teh > 2018-11-16 00:31 |

Post removed.Why?

Posted by commonsense > 2018-11-16 08:55 | Report Abuse

Hi kc,

Whats ur profit forecast for FY18 and FY19?

And whats ur target price? Just wondering since the stock is already trading at 14x PE.

Agree with u on the good result of 3Q18.

Posted by Kc Teh > 2018-11-18 20:59 |

Post removed.Why?

Posted by Happykoo > 2018-11-30 12:00 | Report Abuse

what drop so much?

Posted by Kc Teh > 2018-11-30 12:15 | Report Abuse

anyone still in this boat? i am in @1.96

Posted by Jenersy > 2018-11-30 17:03 | Report Abuse

roller coaster... hope next week good qr

Posted by draffluent > 2018-11-30 21:11 | Report Abuse

Nice U-turn.

Posted by Dakewlest > 2018-12-11 10:39 | Report Abuse

Why no announcement yet???

Posted by ckh823 > 2018-12-11 10:57 | Report Abuse

Not important. U check the demand. Getting higher...flying soon

Posted by Purple Elmo > 2018-12-11 16:59 | Report Abuse

results tomorrow

Posted by Red Herring > 2018-12-11 17:14 | Report Abuse

Yup,..not a bad results to be announced this week

Posted by Dakewlest > 2018-12-12 17:43 | Report Abuse

Proposed div 3.75 sen?

Posted by ckh823 > 2018-12-12 18:04 | Report Abuse

Yeah. The highest so far

Posted by Dakewlest > 2018-12-12 18:38 | Report Abuse

Tomorrow saham naik!!!

Posted by Red Herring > 2018-12-12 21:51 | Report Abuse

Tomoro opening at 2.16......and

Posted by godhand > 2018-12-13 08:55 | Report Abuse

its because of 1 time zero tax event. this is a one off event do not need to be so excited

Posted by Dakewlest > 2018-12-13 10:02 | Report Abuse

Bauto, maybe we will
Meet again next time.

Posted by LouiseS > 2018-12-29 16:20 | Report Abuse

This counter is strongly supported by institutional investors, more than 75% of top 30 major shareholders are made up of institutional investors, including EPF, few insurance companies, investment funds, permodalan nasional berhad, skim amanah saham bumiputera and so on.

https://louisesinvesting.blogspot.com/2018/12/comments-on-bermaz-auto-berhad-5248.html

Posted by don_buy > 2019-01-21 23:01 | Report Abuse

First ever Penang Bridge car plunge into sea involving Mazda-CX5 SUV.

Posted by don_buy > 2019-01-21 23:02 | Report Abuse

Penang Bridge crash: Operation to retrieve SUV postponed, body spotted in vehicle (updated)
Read more at https://www.thestar.com.my/news/nation/2019/01/21/penang-bridge-crash-operation-to-retrieve-suv-postponed/#Furpkc0iO1xxrDMb.99

Posted by James Ng > 2019-01-22 09:36 | Report Abuse

https://klse.i3investor.com/blogs/general/190926.jsp
[转贴] [Facebook live:浅谈Bermaz Auto bhd (BAuto)] - James的股票投资James Share Investing

Posted by myrKing > 2019-01-22 17:05 | Report Abuse

how does penang bridge crash affect this counter?

Posted by john1973_lew > 2019-01-25 21:30 | Report Abuse

Thank you, receiving dividend

Posted by RainT > 2019-02-01 11:17 | Report Abuse

funny

mazda car crash in Penang bridge also link to BAUTO company

the crash is because a irresponsible driver crash the MAZDA, not the MAZDA car problem

Posted by RainT > 2019-02-01 11:19 | Report Abuse

@Louises

Many counters also supported by big funds, EPF, KWAP, Tabung Haji, insurance funds, mutual funds

but some also lau sai

supported by big funds not means is good & at the same time also not means is bad

Posted by smissions > 2019-02-11 16:29 | Report Abuse

Weird that you don't see a lot of Mazda in KL.

Posted by godofgamble > 2019-02-12 13:46 | Report Abuse

buy more now..

Posted by AndK > 2019-02-27 17:55 | Report Abuse

https://paultan.org/2019/02/26/malaysian-vehicle-sales-data-for-jan-2019-by-brand/

Posted by AndK > 2019-02-27 17:56 | Report Abuse

Sales good and Ringgit strengthening against yen but price stil drop

Posted by Kc Teh > 2019-03-05 23:07 | Report Abuse

queue 2.02

Posted by commonsense > 2019-03-08 09:17 | Report Abuse

Hi guys,

An investor made an inaccurate comparaison between Bauto and MBMR. Sharing my views for the benefit of others as well.

Regards

Hi vincent,

It's actually incorrect to say BAuto is cheaper than MBMR. When valuing a company, you need to compare the company's market capitalisation with the earnings that its generating. This can be done using the PE multiple (Share price /Earnings per share).

BAuto share price of RM2.19 is earning a total of 19.08 sens in the past 12 months. This translate to a PE multiple of 11.5x.

MBMR share price of rm2.63 is earning a total of 42.35 sens in the past 12 months. This translate to a PE of only 6.2x. As u can see MBMR is actually "cheaper" than BAuto by almost half.

Another metrics that u can use is the PB (price over Net Tangible Assets). For every Rm2.19 share of BAuto, it is being backed by an NTA of 44 sens. This equals to 4.9x PB.

For every Rm2.63 share of MBMR, it is being backed by an NTA of rm4.04 per share. This translate to a PB of less than 0.7x. Using the PB metrics, u can see that MBMR is still a lot "cheaper" than BAuto.

Regards.
08/03/2019 06:04

Posted by MCQ8018 > 2019-03-08 12:47 | Report Abuse

Divided expired on Monday?

Posted by sherlocklaw > 2019-03-11 18:48 | Report Abuse

what do u mean divided?

Posted by theintinvestor > 2019-03-13 18:17 | Report Abuse

great results...record profit and div ...tmrw buy!

Posted by AndK > 2019-03-13 18:26 | Report Abuse

Is time after stagnant for so long..