Posted by Good123 > 2020-01-29 16:58 | Report Abuse

ex-dividend date 28 jan yesterday caused the share price to drop, should recover rapidly

Posted by Good123 > 2020-01-29 16:59 | Report Abuse

epf, kwap, directors are buying frequently

Posted by Victor Yong > 2020-01-29 20:49 | Report Abuse

good, epf accumulates more shares as reported today :)

Wednesday, 29 Jan 2020

5:47PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (2,600,000 units Acquired)

Posted by Victor Yong > 2020-01-29 20:52 | Report Abuse

EPF could acquire shares in one day more than all shares traded in a day like today, less than 2,600,000 shares as reported by EPF today. :)



KLSE: BAUTO (5248) BERMAZ AUTO BHD MAIN : Consumer
Last Price Today's Change Day's Range Trading Volume
1.88 0.00 (0.00%) 1.87 - 1.90 2,125,400

29-Jan-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) acquired 2,600,000 shares on 23-Jan-2020.

Posted by Victor Yong > 2020-01-29 20:53 | Report Abuse

Institutional funds will acquire in an orderly manner and in stages also :)

Posted by Victor Yong > 2020-01-30 09:44 | Report Abuse

only 2% market share in malaysia in 2018 and 2019, dividend is sustainable at high rate. no wonder, epf and kwap like it

10-Dec-2019 28-Jan-2020 DIVIDEND Second Interim Dividend RM 0.0275 Dividend Detail
13-Sep-2019 09-Oct-2019 DIVIDEND Interim Dividend RM 0.0325 Dividend Detail
12-Jun-2019 09-Jul-2019 DIVIDEND Special Dividend RM 0.07 Dividend Detail
12-Jun-2019 09-Jul-2019 DIVIDEND Interim Dividend RM 0.035 Dividend Detail
13-Mar-2019 05-Apr-2019 DIVIDEND Interim Dividend RM 0.045 Dividend Detail
12-Dec-2018 27-Dec-2018 DIVIDEND Second interim dividend RM 0.0375 Dividend Detail
13-Sep-2018 08-Oct-2018 DIVIDEND Interim Dividend RM 0.025 Dividend Detail
12-Jun-2018 06-Jul-2018 DIVIDEND Special Dividend RM 0.027 Dividend Detail
12-Jun-2018 06-Jul-2018 DIVIDEND Interim Dividend RM 0.023 Dividend Detail
12-Mar-2018 06-Apr-2018 DIVIDEND Interim Dividend RM 0.023

Posted by Victor Yong > 2020-01-30 09:45 | Report Abuse

this consumer stock will rebound strongly once the virus news have stopped :)

Posted by Victor Yong > 2020-01-30 09:47 | Report Abuse

at such price level, expecting kwap and epf countinue to accumulate more shares :)

Wednesday, 29 Jan 2020

5:47PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (2,600,000 units Acquired)


Tuesday, 28 Jan 2020

5:46PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (3,037,900 units Transacted)


Friday, 24 Jan 2020

1:00PM BAUTO DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)

12:59PM BAUTO DYNAMIC MILESTONE SDN BHD (300,000 units Acquired)

12:59PM BAUTO LEE KOK CHUAN (300,000 units Acquired)

12:59PM BAUTO YEOH CHOON SAN (300,000 units Acquired)

12:59PM BAUTO AMER HAMZAH BIN AHMAD (300,000 units Acquired)

12:59PM BAUTO LEE KOK CHUAN (300,000 units Acquired)

12:59PM BAUTO YEOH CHOON SAN (300,000 units Acquired)

Posted by Good123 > 2020-01-30 10:16 | Report Abuse

bermaz's biz model is simple and straightforward. distribute mazda cars and trucks in Malaysia and Philippines. hold about 30% stake in inokom that assembles for mazda, BMW, Hyundai, etc

most of the profit earned, distribute as dividend. straight forward

Posted by Good123 > 2020-01-30 10:18 | Report Abuse

BHD(BAuto) executive chairman Datuk Seri Ben Yeoh says the NAP should look into the sustainable growth opportunities for the auto industry, as the sector is impactful on social economic growth.
“Sustainable growth can be achieved with a well-defined vehicle end-of-life policy. Additionally, the NAP should encourage the development of next generation products focusing on connectivity, electrification and safety.
“This will ensure consumers are provided with energy-efficient, safe vehicles and expose the shortcomings of current technologies in mobility, ” he says.

Posted by Good123 > 2020-01-30 10:27 | Report Abuse

Upgrade to buy with an unchanged target price (TP) of RM2.30: We recently hosted a site visit to Mazda Motor Corp’s Hiroshima plant. Founded in 1920, Mazda Motor is a multinational premier automaker, ranked 15th in global auto sales in 2018.
With an attractive product line-up and on resolving domestic issues related to pricing, we are upgrading Bermaz Auto Bhd (BAuto) to “buy” (from “hold”) with an unchanged TP of RM2.30 on valuation grounds. At 11 times price-earnings ratio (PER) or 6% yield for earnings in the financial year 2020 estimate (FY20E), BAuto’s valuations look compelling.
Post visit, we are impressed that the Hiroshima plant adopts a mixed production line — the ability to produce multiple car models on the same assembly line. We gather that the current 569,000 units per annum production capacity has reached maximum capacity.
We saw automation mostly in the stamping process area; the final assembly, however, is less automated and is mainly supported by an estimated 10,000 employees. The Hiroshima plant manufactures most of the Mazda sports utility vehicle (SUV) models, while sedans like Mazda 2, Mazda 3 and Mazda 6 are mainly manufactured at the Hofu plant.
We also saw Mazda Motor’s all-new Mazda CX-30 compact crossover SUV, which adopts Mazda’s latest Kodo design language. We learnt that demand for CX-30 in Japan is strong — estimated 6,000 orders since the booking period started at end-October. Positioned as a new core product, the CX-30 will likely hit Malaysian shores by the first half of 2020 (1H20), with indicative pricing of RM143,000 to RM173,000; BAuto targets to sell an estimated 1,000 units per annum.
Mazda Motor believes the Asean market has growth potential, in particular Vietnam, considering: i) the growing young population; ii) growing economy; and iii) rapid motorisation trend. That said, Mazda Motor also highlighted the importance of the Malaysia auto market to the group as it contributed a five-year average 13% of total Asean sales volume between 2014 and 2018.
BAuto’s one month-share price has fallen by around 9%, as the second quarter of FY20 (2QFY20) quarterly results, slated for release on Tuesday, is expected to be sequentially weaker due to the delay in car pricing approvals for its CX-8 model. We are comforted to know that the issue has been resolved, and will not affect BAuto’s second half of FY20 outlook.
At 11 times PER or 6% yield for FY20E, we believe the negatives are priced in and valuations look attractive. We upgrade our call to “buy” (from “hold”) with an unchanged TP of RM2.30 based on 12 times 2020 estimate PER. Key downside risks: Supply constraints on Mazda model and foreign exchange risks. — Affin Hwang Capital, Dec 5

Posted by Good123 > 2020-01-30 10:31 | Report Abuse

https://www.malaymail.com/news/drive/2020/01/16/mazda-unveils-new-cx-30-as-part-of-its-new-generation-of-crossover-suvs/1828521

Posted by Good123 > 2020-01-30 11:14 | Report Abuse

accumulate more n more like epf and kwap for dividend

Posted by Good123 > 2020-01-30 11:14 | Report Abuse

a promising stock or company

Posted by Victor Yong > 2020-01-30 11:31 | Report Abuse

Agreed. Bermaz, simple biz model to understand.

Posted by Victor Yong > 2020-01-30 11:31 | Report Abuse

Just capture 2% of market share, Dah cukup makan :)

Posted by Good123 > 2020-01-30 11:46 | Report Abuse

yes, mazda is a very niche market segment, those.decided to buy Mazda, wont look at perodua or proton

Posted by mason > 2020-02-05 15:56 | Report Abuse

1.80 a good entry point

Posted by Smart_invest > 2020-02-05 21:46 | Report Abuse

Oops no chance 1.80 dy

Posted by Yeo WC > 2020-02-08 12:25 | Report Abuse

If corona over, should go up then.

Posted by RainT > 2020-02-09 13:25 | Report Abuse

If Coronavirus not Over ?

Posted by mason > 2020-02-11 14:42 | Report Abuse

this is defensive stock. Good to buy defensive stock on current coronavirus issue.
And Coronavirus will eventually over, is a matter of time.
Now the price already up until 1.95 and i still think it is undervalue.
Can buy and keep for dividend.

Posted by Yeo WC > 2020-02-11 15:49 | Report Abuse

April will have div

Posted by Yeo WC > 2020-02-11 15:49 | Report Abuse

Last year 4.5sen

Posted by Yeo WC > 2020-02-11 20:35 | Report Abuse

On right track

Posted by terence775 > 2020-02-12 09:10 | Report Abuse

Congrats to those who bought at 1.8x :)

Posted by stingray_ea > 2020-02-14 09:48 | Report Abuse

Buy or sell??

Posted by seenyou > 2020-02-14 11:09 | Report Abuse

Still topping up because BAUTO's leadership is solid & dividends are steady.

Posted by RainT > 2020-02-14 18:47 | Report Abuse

still can top up BAUTO?

What is your invesment proposition?

Posted by RainT > 2020-02-14 18:49 | Report Abuse

BAUTO defensive stock ?

laugh die me lo

Posted by RainT > 2020-02-14 18:49 | Report Abuse

some still dont know what is the meaning of defensive stock

Posted by cherry88 > 2020-02-18 21:35 | Report Abuse

https://www.klsescreener.com/v2/news/view/638318

Posted by Exnstp > 2020-02-19 12:07 | Report Abuse

Wait for 1.80, pick up again

Posted by coolio > 2020-02-19 21:46 | Report Abuse

EPF keep on buying..something brewing?

Posted by keonkx123 > 2020-02-19 23:42 | Report Abuse

Hmm seems like a good stock... but might face fierce competition with cheaper perodua suv (80k) compared to its mazda suv 130k

Posted by Vess88 > 2020-02-20 14:44 | Report Abuse

looks like a dividend trap...

Posted by keahkyle > 2020-02-21 16:31 | Report Abuse

Price looks good to enter

Posted by CatchThe Bull > 2020-02-21 16:39 | Report Abuse

Do some homework and comment with data: This is the 5 years record for BAuto dividen per share, DPS 21.25(2019) 10.40(2018) 11.65(2017) 16.90(2016) 14.60(2016)
Average of 15sen, if base on price 1.85, that's 8.1%DY. Trap or not, make your own judgement and time will let you know the answer.

Posted by cherry88 > 2020-02-21 17:40 | Report Abuse

Will this newly announced NAP_2020 affect Bauto ? Can anyone who familiar with the industry to given some comments. Whatever, I started to buy for the dividend.

Posted by RainT > 2020-02-23 16:35 | Report Abuse

If for dividend
Go for REIT

Posted by RainT > 2020-02-24 15:37 | Report Abuse

how long is long term ? 10 years ?

Posted by Buns > 2020-02-26 11:38 | Report Abuse

If i'm mahathir age, can wait 10 years?

Posted by wotvr > 2020-03-02 22:57 | Report Abuse

I don't think Mazda can sustain. Look at pricing of Mazda2 and Mazda3. Already overpriced.

Posted by Fabien "The Efficient Capital Allocater" > 2020-03-02 22:59 | Report Abuse

Mazda overpriced? Perhaps you are not their targeted segment

Better stick to myvi car.

Posted by RainT > 2020-03-03 14:58 | Report Abuse

haha

Posted by enjoe > 2020-03-03 17:21 | Report Abuse

小心业绩不好，股价已提前反应 ，到时还会跌一轮，股息也会减少

Posted by RainT > 2020-03-04 14:29 | Report Abuse

Mazda car is from Japan Mazda

but i see the BAUTO shareholdings why there is no Mazda Japan own BAUTO shares????

usually parent Japanese company will own high shareholdings such as Panasonic and Ajinomoto

Posted by wotvr > 2020-03-06 10:42 | Report Abuse

@Fabian I'm referring to the Mazda2 and Mazda3 which are overpriced for their segment. the CX5 and Mazda6 are good value. if one were to buy a ma,da 2 or mazda 3 then might as well ho for CX5.

Posted by wotvr > 2020-03-06 10:43 | Report Abuse

For some models might as well top up a bit for continental. Mazda cars no longer have good value as few years ago cause Bermaz is too greedy and screwing up on pricing.

Posted by RainT > 2020-03-06 15:23 | Report Abuse

who is selling down at RM1.70???