BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

2.30

Today's Change

+0.02 (0.88%)

Day's Change

2.28 - 2.31

Trading Volume

1,435,100

Financial

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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 3,384,720 3,687,161 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 391,076 446,242 489,140 421,204 218,570 172,693 131,771 342,257 197,234 176,570 278,257 298,971 5.61%
Tax -89,564 -101,035 -111,410 -93,982 -59,741 -41,134 -28,252 -74,235 -46,116 -43,110 -67,897 -79,486 3.81%
NP 301,512 345,207 377,730 327,222 158,829 131,559 103,519 268,022 151,118 133,460 210,360 219,485 6.21%
-
NP to SH 280,868 321,040 351,042 303,742 155,721 133,944 100,512 265,265 140,067 119,054 197,629 212,374 5.73%
-
Tax Rate 22.90% 22.64% 22.78% 22.31% 27.33% 23.82% 21.44% 21.69% 23.38% 24.42% 24.40% 26.59% -
Total Cost 3,083,208 3,341,954 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 747,326 747,326 821,172 761,919 634,319 567,125 469,636 566,378 474,896 443,266 529,439 336,719 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 163,528 285,944 303,575 256,460 101,691 75,492 86,582 246,579 120,080 133,749 192,876 118,232 11.03%
Div Payout % 58.22% 89.07% 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 747,326 747,326 821,172 761,919 634,319 567,125 469,636 566,378 474,896 443,266 529,439 336,719 10.40%
NOSH 1,172,150 1,172,150 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 8.91% 9.36% 9.61% 9.22% 6.83% 5.75% 5.88% 10.75% 7.58% 8.04% 10.04% 11.99% -
ROE 37.58% 42.96% 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 289.77 315.66 336.61 304.38 200.06 196.99 151.36 214.77 172.60 144.55 183.60 226.03 4.52%
EPS 24.04 27.48 30.08 26.11 13.40 11.53 8.65 22.86 12.13 10.37 17.32 18.74 5.39%
DPS 14.00 24.50 26.00 22.00 8.75 6.50 7.45 21.25 10.40 11.65 16.90 14.60 6.61%
NAPS 0.6398 0.6398 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 - 1,172,150
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 288.76 314.56 335.30 302.71 198.36 195.19 150.07 212.61 170.02 141.58 178.76 156.16 8.85%
EPS 23.96 27.39 29.95 25.91 13.28 11.43 8.57 22.63 11.95 10.16 16.86 18.12 5.73%
DPS 13.95 24.39 25.90 21.88 8.68 6.44 7.39 21.04 10.24 11.41 16.45 10.09 11.03%
NAPS 0.6376 0.6376 0.7006 0.65 0.5412 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 31/07/24 31/07/24 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 2.43 2.43 2.31 2.31 1.77 1.48 1.36 2.40 2.22 2.15 2.20 4.04 -
P/RPS 0.84 0.77 0.69 0.76 0.88 0.75 0.90 1.12 1.29 1.49 1.20 1.79 -10.04%
P/EPS 10.11 8.84 7.68 8.87 13.21 12.83 15.73 10.50 18.30 20.73 12.70 15.41 -7.43%
EY 9.90 11.31 13.02 11.28 7.57 7.79 6.36 9.53 5.46 4.82 7.87 6.49 8.03%
DY 5.76 10.08 11.26 9.52 4.94 4.39 5.48 8.85 4.68 5.42 7.68 3.61 13.45%
P/NAPS 3.80 3.80 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 11/09/24 11/09/24 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 2.37 2.37 2.54 2.23 1.78 1.48 1.62 2.40 2.33 2.02 2.28 3.55 -
P/RPS 0.82 0.75 0.75 0.73 0.89 0.75 1.07 1.12 1.35 1.40 1.24 1.57 -7.87%
P/EPS 9.86 8.62 8.45 8.56 13.28 12.83 18.73 10.50 19.21 19.48 13.17 13.54 -5.09%
EY 10.15 11.60 11.84 11.68 7.53 7.79 5.34 9.53 5.21 5.13 7.59 7.39 5.37%
DY 5.91 10.34 10.24 9.87 4.92 4.39 4.60 8.85 4.46 5.77 7.41 4.11 10.66%
P/NAPS 3.70 3.70 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
15 people like this. Showing 50 of 4,707 comments

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

2 months ago

diuleiloumei

Sell, cannot jalan punya

2 months ago

Hatiharihari

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

2 months ago

Waller

Don't miss out the special dividend 😉

2 months ago

SinGor

Tabung Haji silently bought 5%,

2 months ago

serbatipu

Cannot break one la

2 months ago

weixuan0325

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

2 months 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 )

2 months ago

UncleFollower

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

2 months 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 )

2 months 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 )

2 months 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

2 months 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????????????????????????????????????????????

2 months ago

Hatiharihari

Hitting 52-weeks high price today 🔥🔥

2 months 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 )

2 months ago

Waller

Go green, go EV
https://www.ledgerinsights.com/honda-mazda-nissan-complete-1st-phase-of-web3-global-battery-passport-mvp/

2 months 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

2 months ago

Hatiharihari

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

2 months ago

Waller

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

1 month ago

neohts

Later Price drop more than Dividend.

1 month ago

Waller

Logo changed 😆

https://www.motor1.com/news/728034/mazda-new-logo-design/

1 month ago

Hatiharihari

Not that nice ... I like the old logo

1 month 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.

1 month ago

SinGor

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

1 month 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.

1 month 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/

1 month ago

iscmob

Xpeng coming
https://paultan.org/2024/08/12/xpeng-g6-malaysia-estimated-pricing-rm175k-for-standard-rm195k-for-long-range-launch-end-august/

1 month ago

Hatiharihari

It's more expensive than BYD ..

1 month ago

SinGor

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

1 month ago

neohts

https://www.thestar.com.my/business/business-news/2024/08/22/vehicle-sales-expected-to-be-lower-in-second-half-of-this-year

4 weeks ago

Waller

Bermaz Auto introduces XPeng G6 and the price range is at around RM165,000 to RM185,000 — the same price bracket as the BYD Atto 3 and Tesla Model Y.

https://theedgemalaysia.com/node/724445

3 weeks ago

iscmob

Review of XPeng G6:
https://youtu.be/P7H4illtmhI

3 weeks ago

Hatiharihari

This Xpeng G6 will surely boost Bauto's FY2025 revenue

2 weeks ago

cwc1981

When want to start goreng XPeng?

1 week ago

cwc1981

Assuming the balance 3 quarter earning remain same at 6 cents. Can expect full year dividend at 21 cents

1 week ago

Waller

Bermaz Auto's net profit falls 30% on lower vehicle sales ...

https://theedgemalaysia.com/node/726381

1 week ago

cwc1981

https://theedgemalaysia.com/node/726391

1 week ago

cwc1981

Bauto buy EPM share for new assembly line for ICE and EV vehicle

1 week ago

cwc1981

Widening income stream

1 week ago

cwc1981

Company cash balance went back to 525mil from previous 364 mil

1 week ago

larrylyb

More cash but also more borrowings

1 week ago

Hatiharihari

Bauto is still a net-cash company, right ...

6 days ago

larrylyb

Yes has always been net cash since listing except for FY2020 when operating cashflow took a dip.

6 days ago

cwc1981

Market don't quite like Bauto. Price keep falling

6 days ago

speakup

Fall so we got chance buy cheap mah

6 days ago

larrylyb

A couple of years ago Mazda was a premium brand that stood out against Honda and Toyota. It had a couple of models that were newly launched and proved to be big winners. That had taken BAuto past RM2.5b market cap. Currently there is a lot more competition especially from China, while its best seller CX5 is near end of life cycle. Valuation may be cheap but what will take this company to the next level and when will this happen? If it doesn't happen soon, will its earnings erode quickly?

1 day ago

cwc1981

https://www.wapcar.my/news/bermaz-to-launch-mazda-cx60-in-malaysia-within-q4-2024-expect-to-pay-mercedesbenz-gla-price-81773

21 hours ago

cwc1981

No worries Bermaz already mentioned they going up market with double digit model.

21 hours ago

cwc1981

Bermaz CEO mentioned they will not price war with others.

21 hours ago

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