BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

2.41

Today's Change

0.00 (0.00%)

Day's Change

2.39 - 2.42

Trading Volume

1,704,300


13 people like this.

4,555 comment(s). Last comment by cwc1981 3 hours ago

SinGor

4,649 posts

Posted by SinGor > 2023-11-24 09:25 | Report Abuse

Peugeot is Not a Volume contributor to Bauto revenue. Just the Opposite it requires Promotion and Spare parts
maintenance, taking away Cash which should be Dividend to Shareholders. Bauto as a Dealer to Peugeot is
much better deal

gohkimhock

2,938 posts

Posted by gohkimhock > 2023-11-24 09:50 | Report Abuse

Nevertheless, the loss of Peugeot dealership is a bad news though not substantial..

Starship2

171 posts

Posted by Starship2 > 2023-11-24 13:02 | Report Abuse

Feel losing the master dealership for peugeot will have little og Bauto's bottomline. They will still be selling the vehicles without the need to do any market promotion...Stellatis may take a while to estabish their setup here...

SinGor

4,649 posts

Posted by SinGor > 2023-11-24 18:33 | Report Abuse

MBM Resources Quarter Result
Quarter Result on 30-Sep-2023[#3] QoQ - 101.74% YoY - 72.29%.
________________________
100% jump in QoQ profit ( 13 sens Dividend )-----Expect BAUTO to do very Good too

RJ87

5,095 posts

Posted by RJ87 > 2023-11-24 23:26 | Report Abuse

Monday gap back up to 2.5…if EPF buy 2.5, they will buy more 2.4

Posted by weixuan0325 > 2023-11-25 09:22 | Report Abuse

Hopefully coming qr will be good as mbmr otherwise sayonara...

SinGor

4,649 posts

Posted by SinGor > 2023-11-25 10:45 | Report Abuse

War of Giants. EPF donT want to pay more for Prudential shares. Keep pushing down to force Prudential to
unload. Remaining Bauto (5% or less) in Prudential should be unloaded next week. With EPF being King
of the Hill, you should expect price to Breach RM3 by year end

Posted by BursaVulture > 2023-11-29 22:37 | Report Abuse

why drop so much recently? because of proton new model?

Posted by Kicapmanis > 2023-11-30 00:18 | Report Abuse

Question is how low they'll press down the price for retailer to collect before next earning announcement

Max2838

458 posts

Posted by Max2838 > 2023-11-30 06:18 | Report Abuse

Bermaz and Peugeot parted ways - 'tis good as it's not a fit for BA strategy.
Peugeot is a very low profit and low margin marque and that's a drag to the momentum & resources of BAuto.
Kia will provide the electric range for the future and Mazda the ICE & hybrids as an alternative.
We will see whether the World is right about electric cars or the Japanese sleep walking to the future with ICE & hybrid cars. Whatever the case, Bermaz has both legs on the road...

Max2838

458 posts

Posted by Max2838 > 2023-11-30 06:23 | Report Abuse

Why you don't see many American cars in Malaysia....
https://youtu.be/V6Qimcb6Wxs?si=aE5dGJT2rrTdPqr4

Posted by BursaVulture > 2023-11-30 09:54 | Report Abuse

KIA EV? Who buys KIA EV? So much more expensive and less range. I only see people buy Chinese EV. Chinese EV is way ahead of the Korean, Japanese, and German EV. USA got Tesla, which is killing it too.

Max2838

458 posts

Posted by Max2838 > 2023-11-30 18:14 | Report Abuse

Tesla??! Try driving the new Model 3…it’s just like using your smartphone while you’re driving…
You’ll notice there aren't the usual left-right indicator stalks on the steering column. The turn signals have been replaced by 2 tiny buttons on the left side of the steering wheel. That's the part that people seem to be most mad about…imaging you need to look at your steering wheel just to turn on a roundabout. For a left hand drive on a roundabout in China, you’d be looking down at your dic…

Posted by weixuan0325 > 2023-11-30 19:55 | Report Abuse

bursavulture will only appear when share price went down...

Posted by Hatiharihari > 2023-12-01 14:19 |

Post removed.Why?

RJ87

5,095 posts

Posted by RJ87 > 2023-12-04 22:07 | Report Abuse

BOD and EPF sapu so hard, fat divident coming?

Posted by Hatiharihari > 2023-12-05 13:08 | Report Abuse

Follow them sapu and get fat dividend 😁

Max2838

458 posts

Posted by Max2838 > 2023-12-07 06:28 | Report Abuse

‘tis ChristMaz season…and in e-madani support…
Tan Sri Dato Sri may give 12 sen div on 12.12.

SinGor

4,649 posts

Posted by SinGor > 2023-12-07 18:32 | Report Abuse

Ass-lah, Prudential Buys back. Now donT know what EPF will Do

Posted by weixuan0325 > 2023-12-07 19:53 | Report Abuse

no clue what they are doing especially Prudential...

Posted by Hatiharihari > 2023-12-07 20:10 | Report Abuse

Prudential joins the list of substantial shareholders of Bermaz Auto😁

SinGor

4,649 posts

Posted by SinGor > 2023-12-08 10:24 | Report Abuse

i really gave-up. Let see today results. Two giants fighting, no meaningful direction

Posted by Penang_lang > 2023-12-08 10:41 | Report Abuse

YDPA complain about road congestion how can BAuto solve it?

Starship2

171 posts

Posted by Starship2 > 2023-12-09 11:41 | Report Abuse

EPF & Prudential seems to be buying and selling at the same time.. But noted that EPF has bought much more that it sold over the last few weeks.. Wonder what is their strategy...

RJ87

5,095 posts

Posted by RJ87 > 2023-12-10 12:42 | Report Abuse

I think fund manager invest in tranches and different team. Those that they are selling probably from earlier tranches. They sell now, they can report they made 10-20% for their next performance appraisal and year end bonus.

Sit tight for year end window dressing.

Posted by Hatiharihari > 2023-12-11 10:49 | Report Abuse

May be EPF knew BAUTO will declare dividend next month I guess

RJ87

5,095 posts

Posted by RJ87 > 2023-12-11 12:23 | Report Abuse

Push price up to 2.35, the. Declare 6 Sen dividend we get 2.45 next week

SinGor

4,649 posts

Posted by SinGor > 2023-12-11 20:36 | Report Abuse

Trust me EPF wants Bauto above RM3 bcos the # shares EPF is Holding making Capital Gain very substantial.
This trouble maker Prudential, if Sell Do it----donT mess around----It makes EPF very irritable

RJ87

5,095 posts

Posted by RJ87 > 2023-12-11 21:37 | Report Abuse

Singor, prudential only got 5%

sg999

1,745 posts

Posted by sg999 > 2023-12-12 01:51 | Report Abuse

Estimared profit 100m?

Max2838

458 posts

Posted by Max2838 > 2023-12-12 06:54 | Report Abuse

est profit 114m as sales improved by 14%

SinGor

4,649 posts

Posted by SinGor > 2023-12-12 09:22 | Report Abuse

Normally EPF holds about 7% for non-GLC shares. Previous EPF holding was 17% for Bauto. When Prudential
keeps selling, EPF thought they can get a Bargain Deal by pushing price down even Bauto keeps recording
Good profit every Qr after Covid

RJ87

5,095 posts

Posted by RJ87 > 2023-12-12 17:24 | Report Abuse

Result out…90M profit…
Singor what u think?

Posted by Fabien _the efficient capital allocator > 2023-12-12 21:01 | Report Abuse

Very likely, they can achieve 30 sen EPS for FY2024
At 10X PE below mean, RM3.00

troy88

2,538 posts

Posted by troy88 > 2023-12-13 09:10 | Report Abuse

Solid performance and nice dividend..

SinGor

4,649 posts

Posted by SinGor > 2023-12-13 09:16 | Report Abuse

I think of buying a block for Dividend if price goes down to 2.20---2.10 range ( Yield is 9% if annual dividend
is between 0.18--0.20 )---Peugeot / KIA promotion has Eaten into Revenue ( or else Revenue will be Same
as Last Qr )

SinGor

4,649 posts

Posted by SinGor > 2023-12-13 09:19 | Report Abuse

Next Qr results will be mainly based Madza Cx Model minus Peugeot Year-End promotion Expenses

RJ87

5,095 posts

Posted by RJ87 > 2023-12-13 10:03 | Report Abuse

Wonder when EPF gonna do window dressing

Posted by Hatiharihari > 2023-12-14 11:53 | Report Abuse

Q2 not bad, revenue and PAT increased YoY

gohkimhock

2,938 posts

Posted by gohkimhock > 2023-12-14 17:09 | Report Abuse

@Bursavulture 2 quarters have passed, as demanded by you. What say you now..?

Posted by Hatiharihari > 2023-12-18 11:13 | Report Abuse

Moving inversely with Kenanga's TP 😆

Posted by weixuan0325 > 2023-12-18 14:36 | Report Abuse

from 3.22 buy to 2.30 hold seriously...

RJ87

5,095 posts

Posted by RJ87 > 2023-12-19 00:55 | Report Abuse

EPF buys another 3 million share right after quarter report…
Anyone happens to know why?

Max2838

458 posts

Posted by Max2838 > 2023-12-20 15:17 | Report Abuse

Just a Christmas wish.....
EPF holds some 156.5 m shrs - another 17 m shrs more and it will be the top shareholder.
EPF together with PNB, Tabung Haji n KWP already own almost one-third of total shareholdings.
Together, can they make a 'mandatory general offer' for a takeover to complete the big picture?

SinGor

4,649 posts

Posted by SinGor > 2023-12-21 10:25 | Report Abuse

Sounds extremely funny to me---How EPF, PNB & THB solved my Madza Trammission Problems ( change Oil
or loosen all the Nuts to give some breathing space to the Gears )

Posted by Hatiharihari > 2023-12-22 09:43 | Report Abuse

That's funny, they are just major shareholders of the company, aint foreman

Posted by weixuan0325 > 2023-12-22 11:56 | Report Abuse

mbmr can reach 4.5 hoepfully bauto can reach 3.0 also...

RJ87

5,095 posts

Posted by RJ87 > 2023-12-25 22:02 | Report Abuse

Max is coming from how bplant 70sen to rm1.55, UMW from rm3 to RM5 or cycle and carriage from RM1 to RM3

Waller

96 posts

Posted by Waller > 2023-12-26 15:01 | Report Abuse

All-time high if Bauto reaches RM3. Nice anticipation 🙂

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