BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

2.46

Today's Change

-0.01 (0.40%)

Day's Change

2.44 - 2.47

Trading Volume

768,400

Changes
Ann. Date Date Type Name Title View
Discussions
15 people like this. Showing 50 of 4,688 comments

Fabien _the efficient capital allocator

This is my dividend staples. 13% yield based on cost price.

2 months ago

weixuan0325

even yoy decrease -10% it's still considered an outstanding quarter result...

2 months ago

weixuan0325

qoq increase +27% all time high PAT and revenue for year 2024...

2 months ago

Max2838

BAuto results better than expected….
Gross Profits FY24 vs FY23….
Malaysia +30M or up 9%
Philippines +30M or up 97%
Associates(Inokom) +11M up 28%

Overall Net Profits +50.5 M or up 15%
Dividend per year at 26 sen is better than last year 22 sen

Let it ride….FY25 will be electrifying as fuel price n inflation heats up….

2 months ago

Max2838

BAuto FY25 drivers....
√ Philippine car sales
√ Kia Electrics
√ XPeng Electrics
√ Mazda Hybrids

Positive Economic transformation starts in Malaysia....
√ Diesel n Petrol price increase Jun 2024- June 2025
√ Consumption, car sales, traffic jams, parking rates, etc. will also increase....

2 months ago

Fabien _the efficient capital allocator

Targeted fuel subsidies may drive demand for affordable EVs, potentially increasing hybrid and EV adoption in Malaysia. Xpeng G6 to be launched in August.

2 months ago

Waller

Nice, Bauto hits all time high today 🔥
https://theedgemalaysia.com/node/715122

2 months ago

JackTan1217

Management give bad outlook... Time to run

2 months ago

serbatipu

Looks like dividends 11.75 not that attractive

2 months ago

cwc1981

Not dividend not attractive. Ppl worry competition and high fuel price

2 months ago

cwc1981

The management also give pessimistic opinion

2 months ago

neohts

A lot of people still have no confidence in EV car in Malaysia. Charging may be a big issues. Peruduo also coming up with local EV car which is a lot cheaper. It will take a least 3 years to get people confident

2 months ago

chopstick

no second hand value

2 months ago

Max2838

Malaysia has aimed for EVs to account for 15% of the total industry volume (TIV) by 2030 and 80% by 2050.
Very unlikely can achieve such targets, probably only 15%.....
Consumers have given up on EVs in USA.....only in California
https://www.youtube.com/watch?v=OprBrJ2qrnM

2 months ago

diuleiloumei

Kemon bauto, should your true potential

2 months ago

limch

High fuel(diesel) price means less car sales in future?

2 months ago

SinGor

Madza used RON 97---no subsidy at all but sales never drop post Covid

2 months ago

Waller

High fuel price means more EV car sales in future? 😁

2 months ago

SinGor

Madza CX30 has a very interesting Drive system. A combination of EV and rotary engin
( petrol ) that generate Electricity to charge EV Drive section---Rotary Drive in 70's
are used to Drive Madza Rally Car

2 months ago

Max2838

Bermaz can also initiate an EV production plant of XPeng G6 EVs for exports to US , EU n Asia?

https://www.reuters.com/markets/chinese-companies-seek-assurances-malaysia-avoiding-us-tariffs-ft-reports-2024-06-25/

2 months ago

Max2838

China can help Malaysia with EV plants startups…

When it comes to Malaysia's transportation sector, electrification is no doubt the most viable way to decarbonise and help the country achieve its net zero goals by 2050. This will be especially impactful with the electrification of fleet vehicles as well as public transportation.

XPeng can also be an investor in Bermaz, just as VW invests in Rivian….
https://www.cnbc.com/2024/06/25/volkswagen-rivian-stake.html

1 month ago

diuleiloumei

Sell, cannot jalan punya

1 month ago

Hatiharihari

BAUTO remains RHB’s top pick due to its approximately 9% dividend yield and resilient car sales compared to other marques

1 month ago

Waller

Don't miss out the special dividend 😉

1 month ago

SinGor

Tabung Haji silently bought 5%,

1 month ago

serbatipu

Cannot break one la

1 month ago

weixuan0325

Tabung Haji is one of the substantial shareholder since years ago now they are acquiring more shares in this counter...

1 month ago

SinGor

weixuan0325
Tabung Haji is one of the substantial shareholder since years ago now they are acquiring more shares in this counter...
_______________________________

Dont give "Uncheck Info"---2023 Annual Report ---Tabung Haji is NOT listed even in TOP 30 shareholders
the lowest Top of TOP 30 shareholders is 6.7mil shares----How many shares are TBH holding today ( 59.7mil )

1 month ago

UncleFollower

How is BAuto doing so well? Amazing. No threats from Tesla and Proton EV?

1 month ago

SinGor

you never owned a Tesla so you donT know "Real EV Problem"---In China if a Tesla breaks down, Repair Cost
is most likely 50--60% Car cost----After 7years, No resell Value ( Myvi resell value after 7yrs is around 60% cost )

1 month ago

SinGor

you might ask sure or not 50--60% of repair cost for Tesla is Battery problem---I am very sure bcos EV is One Giant Battery, 90% problem is Battery problem ( cannot be repaired )

1 month ago

weixuan0325

SinGor
Tabung Haji silently bought 5%,
_______________________________

Don't provide ''Misleading Info'' --- Tabung Haji already held 4.9% - 5.0% of shares since 2022...Perhaps I should say shareholder instead of substiantial shareholder? lol

1 month ago

SinGor



weixuan0325
SinGor
Tabung Haji silently bought 5%,
_______________________________

How TBH bought 5% of Bauto? 2021 Annual Report "No TBH holding"---AR 2023 "No TBH Holding"
So all 59mil shares are bought in 2024------How can TBH "made" management to hide shares holdings while
EPF holdings are all Listed in Annual Report????????????????????????????????????????????

1 month ago

Hatiharihari

Hitting 52-weeks high price today 🔥🔥

1 month ago

SinGor

look like TBH bought around 2.20--2.40--2.58 ( given THB spending capacity And EPF releasing slowly---both
GLC are locking into Bauto Dividend ) For TBH to make Good money, they have to push price beyond 3.50
to "sell for Cap gain" ( atleast 30% cap gain )

1 month ago

SinGor

Come Sept, foreign fund will flood Malaysia ( re-rated by JP Morgan )---Foreign Fund are no longer buying
Dow stocks Even Powell Drop interest Rate---2 reasons, One: USA, 35 Trillion Debt and BRICS New Currency

1 month ago

Hatiharihari

MAA raises car sales forecast for 2024 following strong 1H volume. https://theedgemalaysia.com/node/719194

1 month ago

Waller

One good news, we will receive a dividend from Bauto next Friday 😋

4 weeks ago

neohts

Later Price drop more than Dividend.

3 weeks ago

Hatiharihari

Not that nice ... I like the old logo

3 weeks ago

neohts

https://theedgemalaysia.com/node/721544

Proton eyes end-2024 release of its first EV model

Proton and Perodua also coming up with EV model less than RM100K. affordable price.

3 weeks ago

SinGor

USA cutting Rate in Sept is Good for Car Industries in Malaysia---Bank Negara Cannot raise Rate any time soon

2 weeks ago

geary

BAUTO Monthly Pivot Points Momentum!
S1: 2.30(Added... Average Cost: @2.00).
PIVOT: 2.45.
R1: 2.58.
Disclaimer: Hold/Trade at your own Risk.
DY/BY Portfolio.

2 weeks ago

Hatiharihari

Mazda Motor Corporation announced its first quarter financial and sales results, reporting global sales of 309,000 vehicles during the period 1 April to 30 June 2024, at the same level as the last fiscal year

https://www.insidemazda.co.uk/2024/08/07/mazda-reports-strong-sales-growth-in-q1/

2 weeks ago

Hatiharihari

It's more expensive than BYD ..

1 week ago

SinGor

stronger ringgit, Cheaper spare parts from Japan and Korea ( even China---some Madza parts are from China)

4 days ago

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