BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

1.57

Today's Change

-0.02 (1.26%)

Day's Change

1.56 - 1.61

Trading Volume

4,544,300

Financial

Show?
Last 10 FY Result
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
Revenue 2,986,082 3,327,071 3,930,259 3,548,204 2,325,121 2,287,915 1,759,036 2,492,121 1,992,926 1,659,502 2,095,391 1,830,443 8.85%
PBT 309,638 380,458 489,140 421,204 218,570 172,693 131,771 342,257 197,234 176,570 278,257 298,971 5.61%
Tax -73,460 -88,261 -111,410 -93,982 -59,741 -41,134 -28,252 -74,235 -46,116 -43,110 -67,897 -79,486 3.81%
NP 236,178 292,197 377,730 327,222 158,829 131,559 103,519 268,022 151,118 133,460 210,360 219,485 6.21%
-
NP to SH 221,130 271,292 351,042 303,742 155,721 133,944 100,512 265,265 140,067 119,054 197,629 212,374 5.73%
-
Tax Rate 23.72% 23.20% 22.78% 22.31% 27.33% 23.82% 21.44% 21.69% 23.38% 24.42% 24.40% 26.59% -
Total Cost 2,749,904 3,034,874 3,552,529 3,220,982 2,166,292 2,156,356 1,655,517 2,224,099 1,841,808 1,526,042 1,885,031 1,610,958 9.17%
-
Net Worth 744,969 745,443 821,172 761,919 634,319 567,125 469,636 566,378 474,896 443,266 529,439 336,719 10.40%
Dividend
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
Div 315,566 344,638 303,575 256,460 101,691 75,492 86,582 246,579 120,080 133,749 192,876 118,232 11.03%
Div Payout % 142.71% 127.04% 86.48% 84.43% 65.30% 56.36% 86.14% 92.96% 85.73% 112.34% 97.60% 55.67% -
Equity
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
Net Worth 744,969 745,443 821,172 761,919 634,319 567,125 469,636 566,378 474,896 443,266 529,439 336,719 10.40%
NOSH 1,168,763 1,169,507 1,170,933 1,168,316 1,163,959 1,163,927 1,163,549 1,163,153 1,161,425 1,148,061 1,141,279 809,812 4.17%
Ratio Analysis
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
NP Margin 7.91% 8.78% 9.61% 9.22% 6.83% 5.75% 5.88% 10.75% 7.58% 8.04% 10.04% 11.99% -
ROE 29.68% 36.39% 42.75% 39.87% 24.55% 23.62% 21.40% 46.84% 29.49% 26.86% 37.33% 63.07% -
Per Share
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
RPS 255.49 284.48 336.61 304.38 200.06 196.99 151.36 214.77 172.60 144.55 183.60 226.03 4.52%
EPS 18.92 23.20 30.08 26.11 13.40 11.53 8.65 22.86 12.13 10.37 17.32 18.74 5.39%
DPS 27.00 29.50 26.00 22.00 8.75 6.50 7.45 21.25 10.40 11.65 16.90 14.60 6.61%
NAPS 0.6374 0.6374 0.7033 0.6536 0.5458 0.4883 0.4041 0.4881 0.4113 0.3861 0.4639 0.4158 6.00%
Adjusted Per Share Value based on latest NOSH - 1,168,763
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
RPS 254.75 283.84 335.30 302.70 198.36 195.19 150.07 212.61 170.02 141.57 178.76 156.16 8.85%
EPS 18.86 23.14 29.95 25.91 13.28 11.43 8.57 22.63 11.95 10.16 16.86 18.12 5.73%
DPS 26.92 29.40 25.90 21.88 8.68 6.44 7.39 21.04 10.24 11.41 16.45 10.09 11.03%
NAPS 0.6355 0.6359 0.7006 0.65 0.5411 0.4838 0.4007 0.4832 0.4051 0.3782 0.4517 0.2873 10.40%
Price Multiplier on Financial Quarter End Date
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
Date 30/10/24 30/10/24 30/04/24 28/04/23 29/04/22 30/04/21 30/04/20 30/04/19 30/04/18 28/04/17 29/04/16 30/04/15 -
Price 2.06 2.06 2.31 2.31 1.77 1.48 1.36 2.40 2.22 2.15 2.20 4.04 -
P/RPS 0.81 0.72 0.69 0.76 0.88 0.75 0.90 1.12 1.29 1.49 1.20 1.79 -10.04%
P/EPS 10.89 8.88 7.68 8.87 13.21 12.83 15.73 10.50 18.30 20.73 12.70 15.41 -7.43%
EY 9.18 11.26 13.02 11.28 7.57 7.79 6.36 9.53 5.46 4.82 7.87 6.49 8.03%
DY 13.11 14.32 11.26 9.52 4.94 4.39 5.48 8.85 4.68 5.42 7.68 3.61 13.45%
P/NAPS 3.23 3.23 3.28 3.53 3.24 3.03 3.37 4.92 5.40 5.57 4.74 9.72 -11.36%
Price Multiplier on Announcement Date
AQR T4Q 30/04/24 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 CAGR
Date 12/12/24 12/12/24 11/06/24 12/06/23 13/06/22 18/06/21 11/06/20 12/06/19 12/06/18 13/06/17 13/06/16 11/06/15 -
Price 2.04 2.04 2.54 2.23 1.78 1.48 1.62 2.40 2.33 2.02 2.28 3.55 -
P/RPS 0.80 0.72 0.75 0.73 0.89 0.75 1.07 1.12 1.35 1.40 1.24 1.57 -7.87%
P/EPS 10.78 8.79 8.45 8.56 13.28 12.83 18.73 10.50 19.21 19.48 13.17 13.54 -5.09%
EY 9.27 11.37 11.84 11.68 7.53 7.79 5.34 9.53 5.21 5.13 7.59 7.39 5.37%
DY 13.24 14.46 10.24 9.87 4.92 4.39 4.60 8.85 4.46 5.77 7.41 4.11 10.66%
P/NAPS 3.20 3.20 3.61 3.41 3.26 3.03 4.01 4.92 5.66 5.23 4.91 8.54 -9.11%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
16 people like this. Showing 50 of 4,965 comments

cwc1981

Bermaz has 11percent stake in EPMB which assemble vehicle for Haval but they are not the distributor. ChangAn already have factory in Thailand definitely will come here next year just do not know whether ChangAn be here on it own or appoint distributor

4 days ago

mf

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101,312.5 -5,171.8 -4.86% 162.72K
15:08:34

3 days ago

cwc1981

No sign of recovery

3 days ago

SinGor

donT confused Mazda and Proton Saga.....Mazda, Mercedes, Lexus are for Rich people ( only design matter
money no problem ) People become rich when economy Climbs.....In Malaysia CEO dont drive Axia to work

3 days ago

cwc1981

Can elaborate a bit bro?

3 days ago

iscmob

The hike of Ron95 has a long term implication for electrification. Consider it. Besides, the press did echo this recently.

3 days ago

iscmob

EPF bought half a million units yesterday ...

3 days ago

cwc1981

Until the sales improve, the price will continue in depress

3 days ago

iscmob

i hope it bottoms up soon and also hope xpeng sales hit 900 by next Apr.

3 days ago

SinGor

bauto management brings in Top end of Madza Brand Or Chinese EV ( maximise profit ) When petrol no longer
Sell, there is always EV Brand---Most important Economy must keep growing

3 days ago

cwc1981

Seems like this bermaz is in deep trouble looking at the rate it drop. Everyone who still holding and cutting lost is suffering with heavy losses including myself. Haizzz

3 days ago

weixuan0325

Big shark still not yet finish unloading...if can't manage to cut loss in time better don't do anything just let it be...

3 days ago

weixuan0325

Got rebound also "dead cat rebound" their tactic to lure retailers in...don't catch falling knife share price might sink deeper to 1.20...

3 days ago

Amazonboy

Bursa is like a casino...u place your bet@ the wrong place & time u lose...

3 days ago

cwc1981

Everyone is losing money with Bermaz because EPF is the 2nd largest shareholder with almost 14%. Really hope the bosses has remedies to stop the sliding and regain the shareholder confidence

3 days ago

cwc1981

Already lost 26% from the all time high

3 days ago

weixuan0325

EPF doesn't care because they use our money to invest...Sbb from directors won' help much as the volume is just minimal...

3 days ago

cwc1981

True

3 days ago

Tanleechoo

All Japanese cars will be affected by entry of china cars ..

3 days ago

cwc1981

Hi weixuan0325. The share bought by the directors doesn't consider as share buyback for BAuto as the share is bought under Dynamic Milestone is a holding company co owner by few directors. So it doesn't involve any money from BAuto the share are bought with directors own money through this holding company.

3 days ago

onekeyman

any insider here? this company still ok?

3 days ago

value_seeker

Most likely will drop until oversold. But what is the oversold point? That is of interest to value investor.

3 days ago

dawchok

Poor latest quarter earnings and worst still it was magnified by the wrong pessimistic note in the report. Double down lol

3 days ago

garydonald21

The most important point is where is the stopping point of the falling trend. I guess EPF also catch the wrong ball at the wrong field like myself, I though yesterday will be the rebound point so I decided to buy in, like what EPF did they buy in 500k, I buy in 5k,hahahhah who know this morning when I look at US market. Aiyo. Hope 1.55 is their lowest

3 days ago

weixuan0325

Yes I know I mean shares acquired by the 3 directors...I should use "acquired" instead of sbb my bad...

3 days ago

Cheers

EPF buy more the stock will drop more don't follow epf

3 days ago

Greg14

Same I bought in some at 1.6+, but still keep some cash in hand, speculating when lowest point/acceptable price enter again further pull down buying price haha

3 days ago

pujut

Bilalah mau jatuh sampai rm1 ni lambatnya nak tambah lagi ni

3 days ago

cwc1981

Never expect the drop can be this bad. If this drop prolong slowly will go Sime and others auto related counter maybe with an exception of MBMR because producing for perodua which is shielded from the blood bath

2 days ago

cwc1981

Those outsource EPF fund manager really daring aquire when price dropped 25%. Not their money so aggressive also no problem. Haha

2 days ago

Greg14

year end and new outlook for private vehicle next year with petrol subsidy removal and EV rising popularity bah.. really have to hold and see, cut loss that boat had sailed away for me, now is only average down price for longer term holding/value only

2 days ago

cwc1981

Greg14 I admire your spirit but seeing the price keep sliding is very painful like what I'm enduring now. Don't know when can see the light. Anyhow good luck to everyone

2 days ago

cwc1981

https://paultan.org/2024/12/19/omv-excise-duty-revisions-to-take-effect-soon-ckd-car-prices-in-malaysia-to-go-up-by-8-to-20-in-2025/?fbclid=IwZXh0bgNhZW0CMTEAAR0AWd78esJG5EZeFvZHG2xjjt7D1YdYhJp7aMG7IyqAcjclj42rJ2e62KM_aem_-yr6PJNHmvQcV-gMi2a62w

2 days ago

cwc1981

Hi guys the above article may worth reading. As this new tax system on the 1st of January 2025, CKD price may go up to 20%. Let assuming the price Omoda C9 currently sold at 188k with 20% increase the price will go up to 228k. Again let assume the new cx60 CBU is price at between 250k to 260k for 2.5cc PHEV, which one will you all pick? Maybe this can be one of the advantage for small auto player like Bermaz. Do fund manager also see this?

2 days ago

cwc1981

The price range for new cx60 is assumption that mazda dealer expect. It doesn't come from my imagination. Haha don't scold me ya

2 days ago

Greg14

cwc1981 cheers bro sure got ups and downs one.. its a learning process to ride the waves ;)

2 days ago

weixuan0325

cx30, cx5 and kia sportage price will increase as well...

2 days ago

Greg14

maybe prior to price increase, will have a round of big sales pocketed in to boost up earnings first? cx30 is quite a popular model recently since CKD since 2023, saw alot on roads. cx60 wise i think market more likely targeted on those Lexus customer, low profile luxury stuff given

2 days ago

cwc1981

Agreed weixuan0325. CX30, CX 5 and Sportage will continue to battle within the highly competitive mid range SuV segment. But with new OMV tax starting 1st January it will bring the price narrower for Honda CRV, Omoda C9, BMW x series and VW Tiguan. With this price different most likely people will choose the fully imported Mazda CX60 over the rest. Bermaz is just a small player, I don't know what is the combine sales for those CRV and etc but if Mazda manage to sell 6k unit for cx 60 annually, 10k of CX 5 as what happened now, 4k unit of cx30 and maybe 1.5k unit of xpeng and plus 1k unit of all the kia vehicles. I believe with 22k unit of sales annually Bermaz should able to go back to 2023 record profit

2 days ago

cwc1981

Hi Greg14. Good observation actually in August till October the sales for cx30 and cx5 is 40:60

2 days ago

cwc1981

With OMV excise tax come in force Proton suddenly see itself become competitive against the chinese cars because it is a local car. Not so good news for Toyota and Honda

2 days ago

dompeilee

Instead of trying my luck in BAuto, I instead targeted the force behind the co., buying Mazda Motors in Tokyo trading yesterday @ ¥978.3 for the 1st time ever!

2 days ago

iscmob

EPF bought one million units. ... averaging down

2 days ago

Amazonboy

Enter@1.59...still got 3 sen div otw...value buy...Lol

2 days ago

dawchok

Agreed that @1.59 is a value buy especially for dividend investors.

2 days ago

cwc1981

Next year should have improvement with cx60,cx80, deepal ev and Kia EV3 coming. KIA EV3 is expected to price closely to current best selling EV BYD atto3. KiA EV3 definitely looks better than Atto 3.

2 days ago

cwc1981

BYD Atto 3 currently sold around 1k unit per month. If KIA EV3 maybe to snatched 400 unit per month consider very good liao

2 days ago

cwc1981

https://paultan.org/2024/11/14/kia-ev3-to-be-launched-in-asia-pacific-markets-in-2025/

2 days ago

cwc1981

Big bosses holding already exceeded 15%. While EPF selling.

1 day ago

SinGor

price drops just reflect 10cents dividend ( 7sp + 3 regular ) And also general market weakness---But EPF
and management still buying ( slowly price will return to 2.0 )---I think Trump will CUT interest rate But
2027 Trump will be All in to Raise interest Rate---Tariff on China, Canada and Mexico spell Big Trouble bcos
USA donT Even have industries to make "Pencil "----I see USA Inflation goes to 30% or More ( now already 12%
Unofficial )

1 day ago

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