Posted by RainT > 2020-12-15 11:54 | Report Abuse

The quarter report also already mention say coming quarters will be challenging and bad

so sell & move capital to others

Posted by PlayStation > 2020-12-16 11:34 | Report Abuse

Challenging JJchan, lower margin due to 6 + 6 for Aug-Dec20 promotion. Yup understand.

Problem if Mazda fall back to 5 + 3 after Dec20 in which will increase margin, can the volume sustain ? It will fall below 1k/mth couple with no more Sales Tax exemption after Dec20.

Wait for KIA news first.. near term Valuation need to be revised downwards..

Posted by RainT > 2020-12-16 11:45 | Report Abuse

is it confirm that BAUTO will acquire the KIA car dealership in Msia ?

if yes, it will be long term re rating catalyst for BAUTO

Posted by amateurJR > 2020-12-17 10:34 | Report Abuse

No show d. Sell on news when the dealership is confirmed

Posted by Lee_CK > 2020-12-17 21:46 | Report Abuse

Just hold it. After the pandemic, the revenue in Filipine will become better. It will raise the share price soon after pandemic over.

Posted by Johnlee85 > 2020-12-19 00:14 | Report Abuse

They just issued sukuk of 1 bil. Is that good thing or bad thing?

Posted by Fish herman > 2020-12-20 20:05 | Report Abuse

Good. Bank will have to be super careful when issueing SUKUK fund. If the company who got issued SUKUK fund goes bankrupt, the bank will loss the fund, and most importantly reputation. What do you think if a bank loses its reputation, will they be worried if their high net worth customers move to other bank due to loss of confidence? You do the math. TLDR, bank have to be super careful when come to issuing bonds (Sukuk fund).

On the other hand, a bank issued SUKUK fund will have more cash flow on-hand to expand business/ etc. It's a good sign. Correct me if I'm wrong.

Posted by Doer > 2020-12-20 21:07 | Report Abuse

Bauto soon will become southeast asia main player for Mazda supply...with cooperation with Mazda Japan will further strengthen its position. Not to forget Bauto also involved in CKD assembly in Inokom and supply to local and Philipine with strategy marketing plan.

Posted by Johnlee85 > 2020-12-20 22:22 | Report Abuse

Agreed. Along with the growth in popularity of Mazda Bermaz is bound to take large market shares from Toyota and Honda

Posted by ABSBOSS > 2020-12-21 16:06 | Report Abuse

Kwap finished selling?

Posted by Johnlee85 > 2020-12-21 17:41 | Report Abuse

Wah good run up today!

Posted by ABSBOSS > 2020-12-21 18:07 | Report Abuse

Epf keep buying dialog

Posted by W1S3 > 2020-12-22 16:35 | Report Abuse

Pretty sure something is brewing. Has been watching it for months. And these 2 weeks movements aren't natural.

Posted by W1S3 > 2020-12-24 16:48 | Report Abuse

https://www.wapcar.my/bm/pengecualian-cukai-sst-untuk-kenderaan-sah-tamat-31-disember-2020-21731

Posted by Johnlee85 > 2020-12-29 16:44 | Report Abuse

Wow huge run up today. What's the news?

Posted by Johnlee85 > 2020-12-29 19:38 | Report Abuse

Ah thanks. Extension of SST exemption :)

Posted by Jerry > 2020-12-29 22:39 | Report Abuse

I will be very disappointed if this yr cant close above 1.6...lol

Posted by HrryPttr > 2020-12-30 00:23 | Report Abuse

Tomorrow continue. My TP 1.60

Posted by tws13282 > 2020-12-30 07:24 | Report Abuse

1st tp 1.6 2nd tp 1.88

Posted by Joebkk > 2020-12-30 20:09 | Report Abuse

https://www.theedgemarkets.com/article/stronger-recovery-path-seen-automotive-sector-after-vehicle-sales-tax-exemption-extended

Today was high 1.55 then down backk to1.46 mostly by profit taking. Investors will hold and most average investment bank have to of 1.7

Posted by Johnlee85 > 2021-01-04 11:09 | Report Abuse

Higher price target by Aminvest

Posted by King_trader_shadow > 2021-01-05 19:23 | Report Abuse

Anyone here using Maybank Trading, can share their latest IB GVY portfolio?

Posted by ABSBOSS > 2021-01-08 17:09 | Report Abuse

Wah, down to 1.36, closing at 1.42... Good

Posted by chanph > 2021-01-08 18:28 | Report Abuse

Hold tight

Posted by Snowthief > 2021-01-08 20:38 | Report Abuse

wah! Because of no MCO today. So big fish or big fund collecting?
Sh!t I should average some when it dropped..

Posted by ABSBOSS > 2021-01-09 00:06 | Report Abuse

Govt got no money anymore to spend for MCO assistance..CMCO likely on Monday announcement

Posted by Johnlee85 > 2021-01-12 17:20 | Report Abuse

https://www.malaymail.com/amp/news/malaysia/2021/01/12/mco-2.0-heres-mitis-full-list-of-which-companies-can-operate-qualify-as-ess/1939672?__twitter_impression=true

Automobile manufacturers allowed to operate

Posted by shark3011 > 2021-01-15 16:35 | Report Abuse

https://www.nst.com.my/business/2021/01/657672/toyota-and-honda-temporarily-cease-production-malaysia#:~:text=KUALA%20LUMPUR%3A%20Japanese%20carmakers%20Toyota,Control%20Orders%20(MCO%202.0).

Posted by Johnlee85 > 2021-01-15 19:20 | Report Abuse

But bermaz not affected by the lockdown right?since their factory in non mco state

Posted by Snowthief > 2021-01-15 20:46 | Report Abuse

enanyang :【防长记者会6】汽车生产待贸工部宣布

Rocket up or down on Monday, depends on our minister!

Posted by Snowthief > 2021-01-15 21:05 | Report Abuse

Uptrend uptrend!

Posted by yesAH > 2021-01-16 16:54 | Report Abuse

MCO 2.0: Car showrooms, service centres and auto workshops can operate as usual, under strict SOPs 13 January 2021 12:14 pm

https://paultan.org/2021/01/13/mco-2-0-car-showrooms-service-centres-and-auto-workshops-can-operate-as-usual-under-strict-sops/

Posted by mokluhanj21 > 2021-01-18 23:37 | Report Abuse

aiyo. these people never read news is it? what to sell if cars also not being manufactured? not enough chips la weh.

Posted by yesAH > 2021-01-21 06:04 | Report Abuse

Mazda CX-5 sold out, currently with 2 months waiting list
Jan 19, 2021

https://www.wapcar.my/news/mazda-cx5-sold-out-currently-with-2-months-waiting-list-22704

Posted by amateurJR > 2021-01-22 16:02 | Report Abuse

long time din back here

Posted by damiantreez > 2021-01-25 16:33 | Report Abuse

https://www.klsescreener.com/v2/news/view/782325

Posted by Johnlee85 > 2021-01-28 20:23 | Report Abuse

Saw this on reddit (BursaBets):

Check out Bermaz Auto:

The share prices of this company has been depressed ever since the start of MCO last year despite recording an annual increase (+4.2%) in cars sold in 2020 (vs 2019), while most car companies recorded large declines.

Wondering who is pushing the prices lower despite all the revised share price targets revised upwards by analysts.

There has also been an increase in the short selling of this stock in Bursa (3.6 million stocks shorted) . Worthwhile stock to look at for a small squeeze due to its low volume.

Posted by Johnlee85 > 2021-01-28 20:23 | Report Abuse

Interesting if Bauto becomes a short squeeze candidate

Posted by Lee_CK > 2021-01-28 22:55 | Report Abuse

I believed that number of you have the tools to analysis the share. Please analysis the BAUTO counter.

Believe or not, the respective investers are quietly correcting the share volume. As the persons who believed on the BAUTO future, we may need to be patient. Let the invester do their duty, when their target volume is reached, the share price will back to year before 2020 (RM2 at least).

Posted by Snowthief > 2021-01-29 13:12 | Report Abuse

Bursa should introduce more restriction on RSS/short-selling policy. Else, investors will run away from today KLCI.

Posted by Johnlee85 > 2021-01-29 14:26 | Report Abuse

Agreed. Also surprised that there's a considerable amount of short volume for Bermaz

Posted by Johnlee85 > 2021-01-29 17:12 | Report Abuse

Any news of CX30 CKD and acquisition of Kia from Bermaz?

Posted by ABSBOSS > 2021-01-29 19:42 | Report Abuse

Many good news for autosector but this counter mati

Posted by tws13282 > 2021-01-29 22:21 | Report Abuse

80%
The average price of the car will be = RM140,000
If the sales is =3439.2
Net profit (5 %) = (140,000 * 0.05) x 3439.2
= 24,074,400
Revenue = 481,488,000

20%
Sales= 859.8
AVG Price = RM100000
Net Profit= 4,299,000
Revenue= 85,980,000

Total Net profit = 28,373,400
Total revenue = 567,468,000*1.14
= > 646913520

Posted by tws13282 > 2021-01-29 22:26 | Report Abuse

Divident might be 1.5 cents haizz

Posted by Johnlee85 > 2021-01-30 02:52 | Report Abuse

Based on Paul Tan MAA data, Bermaz sold about 4.3k cars from Oct-Dec.

But unsure how many cars will be sold this month

Posted by ABSBOSS > 2021-02-02 19:42 | Report Abuse

Dunt know what happen of this stock... Fedup already

Posted by damiantreez > 2021-02-02 23:41 | Report Abuse

should worth around rm1.70

Posted by Johnlee85 > 2021-02-02 23:51 | Report Abuse

Next quarter earnings will be great. Great sales in the 4Q20

Posted by vteck328 > 2021-02-03 11:08 | Report Abuse

need patience to wait