BERMAZ AUTO BERHAD
KLSE (MYR): BAUTO (5248)
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Last Price
2.43
Today's Change
-0.02 (0.82%)
Day's Change
2.43 - 2.46
Trading Volume
1,317,100
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Happening
| Ann. Date | Ex Date | Type | Subject | Amount |
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Discussions
14 people like this. Showing 50 of 4,676 comments
Malaysia TIV (Total Industry Vehicles)
2023 (Feb-Apr) =190,244 vehicles
2024 (Feb-Apr) =193,333 vehicle
In Malaysia, number of cars sold in 4QFY24 are about the same as 4QFY23.
Likely similar revenue for BAuto of about RM 1B. for 4QFY24.
1 month ago
Am quite worried about this year revenue/profit. I went to check figures from data.gov.my , sales of Mazda all models are plunging this year. From June-2023 till now, already can see the downtrend in revenue and profit, each quarter lower and lower.
1 month ago
Proton Edar Sdn Bhd chief executive officer Roslan Abdullah said May saw a return to positive growth as TIV increased both year-on-year and month-on-month basis, reflecting the resilience of the local automotive industry.
“With the cumulative TIV until May already making up 44.6 per cent of Malaysia Automotive Association (MAA)’s full-year projection of 740,000 units, we believe there is still room for growth in the local automotive industry,” he opined.
1 month ago
Malaysia’s TIV, which is estimated to have grown by 20.7% to about 70,000 units in May, and rose by 8.8% to 330,236 units year-to-date.
Proton has announced its car sales have gone up by 14% in May.
No news yet from Mazda, Perodua, Toyota, etc......
1 month ago
Tan Teng Boo @CapitalDynamics is optimistic on China, on EVs, on autonomous driving and on XPeng EV G6....
XPeng G6 to be launched soon.
BAuto is now on autonomous driving with one foot on the Forward gear (XPeng & Kia EVs) and another foot on the Reverse gear (Mazda SUVs).....
https://youtube.com/clip/UgkxVuCpjVSkBcItQI48vyIMD4qYsOvJxEwC?si=vnBHRf3Q-ksGQU14
1 month ago
Manila and Bangkok traffic Jam remain the same even petrol price is much higher than KL---Maybe some knee
jerk effect but those that can afford Mazda are quite rich to start with---maybe Axia demand might drop
1 month ago
according to management, last year, Big rush to beat SST---inflated revenue & profit
1 month ago
Fabien _the efficient capital allocator
This is my dividend staples. 13% yield based on cost price.
1 month ago
even yoy decrease -10% it's still considered an outstanding quarter result...
1 month ago
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….
1 month ago
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....
1 month 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.
1 month ago
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
1 month ago
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
1 month ago
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
1 month ago
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/
1 month ago
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
BAUTO remains RHB’s top pick due to its approximately 9% dividend yield and resilient car sales compared to other marques
3 weeks ago
Tabung Haji is one of the substantial shareholder since years ago now they are acquiring more shares in this counter...
2 weeks ago
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 )
2 weeks ago
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 )
2 weeks ago
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 )
2 weeks ago
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
2 weeks ago
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????????????????????????????????????????????
2 weeks ago
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 )
2 weeks ago
Go green, go EV
https://www.ledgerinsights.com/honda-mazda-nissan-complete-1st-phase-of-web3-global-battery-passport-mvp/
1 week ago
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 week ago
MAA raises car sales forecast for 2024 following strong 1H volume. https://theedgemalaysia.com/node/719194
4 days ago
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Max2838
In the first quarter of 2024, the GDP of the Philippines grew by 5.7% compared to the same period in the previous year. This growth was driven primarily by the financial and insurance activities sector, which grew by 10%, as well as the wholesale and retail trade, and the repair of motor vehicles and motorcycles sector, which expanded by 6.4%. The manufacturing sector also contributed with a growth of 4.5%.
We also have growth in Malaysia....more in traffic jams...
1 month ago