Posted by nimblecloud88 > 2022-04-25 14:44 | Report Abuse

But company FA still good. Worth to hold

Posted by wallstreetrookie > 2022-05-02 12:35 | Report Abuse

Bermaz Auto catalysts and bull case
1. Low net debt to EBITDA
2. High ROIC
3. Using WACC formula, company is taking on risks to build the business which is excellent
4. Net profit growth QoQ
5. Vehicle sales up 21%, expected to grow in Q2 Q3 2022

Posted by nimblecloud88 > 2022-05-13 12:59 | Report Abuse

https://paultan.org/2022/05/13/2022-mazda-mx-30-improved-charging-new-trim-and-colours/

Posted by nimblecloud88 > 2022-05-13 12:59 | Report Abuse

Attractive...Will bermaz auto turn to the hot cake again ?

Posted by wallstreetrookie > 2022-05-18 10:16 | Report Abuse

Bermaz Auto catalysts and bull case
1. Low net debt to EBITDA
2. High ROIC
3. Using WACC formula, company is taking on risks to build the business which is excellent
4. Net profit growth QoQ
5. Vehicle sales up 21%, expected to grow in Q2 Q3 2022

Posted by Paktua Second > 2022-05-20 11:49 | Report Abuse

Sleep today

Posted by RJ87 > 2022-05-25 11:20 | Report Abuse

wallstreetrookie, very bullish ya.

Dunno when it will go above RM2

Posted by Fabien _the efficient capital allocator > 2022-05-28 19:12 | Report Abuse

https://paultan.org/2022/05/25/2022-kia-ev6-gt-line-in-malaysia-preview/

Posted by RJ87 > 2022-05-30 10:18 | Report Abuse

any earning forecast folks?

Posted by nimblecloud88 > 2022-06-10 12:16 | Report Abuse

https://jalopnik.com/the-2022-mazda-cx-30-turbo-is-a-crossover-for-those-who-1848943254

Posted by nimblecloud88 > 2022-06-10 12:17 | Report Abuse

CX-30 seems good, will their sales go strong like CX-5 ?

Posted by investortrader88 > 2022-06-13 20:19 | Report Abuse

https://www.theedgemarkets.com/article/bermaz-auto-4q-net-profit-grows-nearly-18-declares-dividend-45-sen

Posted by yong1985cm > 2022-06-14 14:59 | Report Abuse

quarter revenue break high record, not bad.

Posted by Fabien _the efficient capital allocator > 2022-06-14 21:54 | Report Abuse

https://klse.i3investor.com/web/blog/detail/savemalaysia/2022-06-14-story-h1624373361-Sales_tax_holiday_for_automotive_sector_to_be_extended

Posted by SmallCapAsia > 2022-06-20 08:34 | Report Abuse

The upcoming recession could be a great opportunity for bargain hunters. Analysts are positive on Bermaz Auto and 6 other stocks as mentioned in the link below:

https://www.smallcapasia.com/7-interesting-stock-ideas-for-june-2022-my/

Posted by wallstreetrookie > 2022-06-21 19:23 | Report Abuse

I just dumped all of Bermaz Auto

Posted by wallstreetrookie > 2022-06-21 19:23 | Report Abuse

I am done.

Posted by RJ87 > 2022-06-22 09:55 | Report Abuse

Lol…that’s quick…

Posted by Armanhashim > 2022-07-01 16:28 | Report Abuse

Mazda 6 ?

Posted by chickenriceseller > 2022-07-05 21:10 | Report Abuse

unless bauto can reduce the car prices. gonna be tough.

Posted by jinova546 > 2022-07-18 13:09 | Report Abuse

Come on bauto !!! Need to up about 1.75

Posted by jinova546 > 2022-07-20 16:05 | Report Abuse

Ok, now 1.78-1.79 is become support level. Well done Bauto, you done great.

Posted by RJ87 > 2022-07-20 16:13 | Report Abuse

what happen?
why suddenly so happy one?

Posted by RJ87 > 2022-07-20 17:31 | Report Abuse

queues does look funny

Posted by RJ87 > 2022-07-27 18:18 | Report Abuse

16:50:00 134,600 1.81
16:50:00 41,900 1.81

I think machine eating. I never manage to buy anything at 16:45 onwards.

Posted by VTrade > 2022-08-02 11:09 | Report Abuse

When will be election?
Where can collect Sweets?

Posted by RJ87 > 2022-08-05 15:46 | Report Abuse

Dividend out liao terus buy. 100% Buy rate.

Posted by IronShirt > 2022-09-01 11:53 | Report Abuse

coming Qr dividend?....5, 7 or 10sen. All indication Bauto is making very Good Profit

Posted by Fabien _the efficient capital allocator > 2022-09-01 16:09 | Report Abuse

I wonder why they keep so much cash. sitting idling. equity base is 688mil. cash is 694mil, stripping of debt...net cash about 495mil.

Posted by investortrader88 > 2022-09-12 20:48 | Report Abuse

https://www.theedgemarkets.com/article/bermaz-reports-fivefold-jump-1q-profit-sales-rose-prior-expiry-sales-tax-exemption

Posted by pakabu > 2022-09-14 19:24 | Report Abuse

3 cent dividend incoming.
Announcement date : 12 Sept 2022.

Posted by Fabien _the efficient capital allocator > 2022-09-21 20:26 | Report Abuse

BAuto is a cash flow machine. Very very strong FCF generation that can support 80% dividends pay out.

Also, a good proxy for EV play (from local standpoint). They have impressive EV model line up; Mazda MX-30, Peugeot e-2008, KIA EV6 & PBV1

Posted by fortunefire > 2022-10-28 17:43 | Report Abuse

Been waiting for my new car since May.

Posted by Fabien _the efficient capital allocator > 2022-10-31 22:23 | Report Abuse

Mazda looking good

Posted by RJ87 > 2022-11-01 11:56 | Report Abuse

Sudah pecah RM2. Next stop RM2.20

Posted by Christal186 > 2022-11-01 17:33 | Report Abuse

yeah! my son Education Fund! I hold from MCO 2years ago until now!

Posted by Fabien _the efficient capital allocator > 2022-12-08 18:50 | Report Abuse

Quarter not bad. 3.5 sen dividend

Continue to hold this cash cow

Posted by cherry88 > 2022-12-09 08:52 | Report Abuse

Just do a simple calculation. Given the 1H EPS of 9.97 sen, we assume full year of 20sen moving into FY2023 / 2024. At PE of 15x will have target of RM3.00

Posted by Fabien _the efficient capital allocator > 2022-12-09 16:22 | Report Abuse

I love Mazda!

Posted by Fabien _the efficient capital allocator > 2022-12-09 22:09 | Report Abuse

When it was 1.50, nobody wants this stock

Posted by cherry88 > 2022-12-11 22:03 | Report Abuse

If we read through major research report commanding on Bauto target price, it range from RM2.05 to RM2.80. (TA: 2.05; CIMB:2.80; AM: 2.25; HL:RM2.35; Ken:2.65; Rakuten:2.65; RHB:2.55; PBB: 2.65). So, exclude the highest and lowest target price, the average is RM2.44, with average PE of 13x. Assuming a consistent 13sen per year, yield is attractive at 5.9%.

Posted by Dakewlest > 2022-12-12 16:45 | Report Abuse

Just bought again today. Hopefully can reach RM 2.30 soon.

Posted by Dakewlest > 2022-12-20 12:30 | Report Abuse

What happened?

Posted by OldWiseMan100 > 2022-12-20 21:24 | Report Abuse

run before it is too late

Posted by stevenckheng > 2022-12-21 00:19 | Report Abuse

EFP disposing automotive share, something coming ?

Posted by wallstreetrookieNEW > 2022-12-21 10:23 | Report Abuse

Thanks Singor

Posted by Dakewlest > 2022-12-21 18:06 | Report Abuse

Still hoping can reach RM2.30 soon.

Posted by Fabien _the efficient capital allocator > 2022-12-21 19:48 | Report Abuse

Share price weakened due to appreciation of yen against ringgit. over-reaction in my view

Posted by SinGor > 2 months ago | Report Abuse

Ringgit will appreciate to 3.90--4.10 next year before June 2023. Main reason is China roaring back to life and
Ukraine War is like Old newspaper ( It is there but nobody bother to read ). Ringgit appreciate bcos Oil will
be back to 90's--100

Posted by SinGor > 2 months ago | Report Abuse

People are misguided to belief Madza parts are from Japan.....actually All comes from China. Some Electronics
control panel are from Taiwan but mostly marked Made in Japan so quote in Yen