BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

2.32

Today's Change

-0.02 (0.85%)

Day's Change

2.32 - 2.37

Trading Volume

1,698,500

Overview

Market Cap

2,717 Million

NOSH

1,171 Million

Avg Volume (4 weeks)

5,872,031

4 Weeks Range

2.32 - 2.55

4 Weeks Price Volatility (%)

0.00%

52 Weeks Range

1.92 - 2.55

52 Weeks Price Volatility (%)

63.49%

Previous Close

2.34

Open

2.35

Bid

2.32 x 273,900

Ask

2.33 x 140,300

Day's Range

2.32 - 2.37

Trading Volume

1,698,500

Financial Highlight

Latest Quarter | Ann. Date

31-Jul-2023 [#1] | 12-Sep-2023

Next QR | Est. Ann. Date

31-Oct-2023 | 08-Dec-2023

T4Q P/E | EY

7.68 | 13.02%

T4Q DY | Payout %

10.29% | 79.03%

T4Q NAPS | P/NAPS

0.63 | 3.69

T4Q NP Margin | ROE

9.65% | 48.03%

Company Profile

Sector: CONSUMER PRODUCTS & SERVICES

Sector: CONSUMER PRODUCTS & SERVICES

Subsector: AUTOMOTIVE

Subsector: AUTOMOTIVE

Description:

Berjaya Auto Berhad (BAuto) is an investment holding company. The Company, through its subsidiaries, is engaged in distribution of Mazda vehicles in Malaysia and the Philippines. BAuto's geographical segments include Malaysia and the Philippines. Its core businesses include the provision of after sales services for Mazda vehicles, and distribution and retailing of Mazda vehicles. In the Philippines, the distribution of Mazda vehicles and spare parts is undertaken by its subsidiary, Berjaya Auto Philippines Inc (BAP), through appointed dealers. Its subsidiaries also include Bermaz Motor Sdn Bhd and Bermaz Motor Trading Sdn Bhd (collectively Bermaz), which are involved in the distribution and retailing of new and used Mazda vehicles and the provision of after-sales services for Mazda vehicles. Bermaz operates over six 3S (sales, spare parts and after-sales services) and approximately three 2S (spare parts and after-sales services) centers, and a Body and Paint Repair center.

Discussions
12 people like this. Showing 50 of 4,458 comments

Azam Sahlan

is that technical shooting star for 20th & 21st Sept? (newbie in Technical)

2 months ago

weixuan0325

everyday open high low close...

2 months ago

Fabien _the efficient capital allocator

Yen sinks to 10-month-low after BOJ stresses need to keep easy policy. Positive for BAUTO

2 months ago

RJ87

10 million share traded. If these donkey don’t sell, will be Rm3 already.

2 months ago

weixuan0325

Such a big volume I guess you know who these donkey are...

2 months ago

Waller

wow, substantial shareholders started throwing...Should TP some?

2 months ago

troy88

One of the resilient stocks in a bearish market..

2 months ago

Fabien _the efficient capital allocator

https://mazda.com.my/vehicles/mazda-mx-30

2 months ago

Waller

Quite strong, Bauto was able to hit new high despite substantial shareholder sold

1 month ago

AlphaInvestor

Strong dividend yield about 6%

1 month ago

SinGor

I think EPF wants to Gain back 16-17% holdings by "Eating" Prudential Holdings around 5%---Going to be Long
Nite till December

1 month ago

Realrich

Next week budget announcement no more petrol subsidy many people will go to EV car so maybe affect mazda car selling. The following quarter sale will reduce

1 month ago

Waller

If no more subsidy for petrol especially RON95, then inflation will rise ..

1 month ago

gohkimhock

@Realrich Here is another noob. EV here, EV there. But can you list down the charging locations in every state? You think it is like charging your mobile phone? There are less than 5k EV car owners in Malaysia and they can tell you their headache should you know one of them..

1 month ago

gohkimhock

Petrol subsidy will continue, because the Malays are the majority using it right now.

1 month ago

speakup

Pmx going to announce Ron95 rm3. Get ready to sell your car swap to motobike

1 month ago

Paul Tan

updated mazda3 https://paultan.org/2023/10/11/2023-mazda-3-ipm-update-launched-in-malaysia/

1 month ago

weixuan0325

Strong resistance around 2.52...if it breaks through engine will start again...

1 month ago

Waller

If break through, we can look forward it to hit RM3

1 month ago

Paul Tan

will cars be affected by the Cukai Barang Bernilai Tinggi?

1 month ago

RJ87

While tabling the Budget 2024 in the parliament today, 13 October, Anwar, who is also the Finance Minister, said the new tax will be imposed on certain high-value items, such as jewellery and watches.

1 month ago

Waller

Will affected... because SST increases from 5% to 8%

1 month ago

Paul Tan

sst for car remain at 10%

1 month ago

weixuan0325

how you guys doing still holding?

1 month ago

Paul Tan

TIV to drop next year? https://paultan.org/2023/10/19/malaysias-new-car-sales-could-hit-a-record-750k-units-this-year-but-anticipated-to-dip-under-700k-in-2024/

1 month ago

RJ87

Yep…holding until RM3.3

1 month ago

weixuan0325

@RJ87 glad to hear that...

1 month ago

Dehcomic01

The chart (https://i.postimg.cc/c4JN3Hgm/Bermaz-auto.png) shows the ROE of the dozen Bursa auto-related companies. You can see that Bermaz Auto (BAUTO) stood out well above the pack.
But there is a difference between a good company (strong fundamentals) and a good investment (one that can enable you to make money).
From a fundamental investment perspective, a good investment is one which is trading below its intrinsic value.
Well, I have not carried out an intrinsic valuation of BAUTO yet. But looking at the PE and PBV trends can give you some insights whether it is worth the trouble. You can see that the multiples today are actually near the historical lows while the ROE is near the historical highs. An investment worth a detailed look?
For more insights into the Bursa auto sector go to “Are there opportunities in the Bursa auto sector?” at my blog.

1 month ago

Paul Tan

Mazda CX-8 production ending in Japan in Dec 2023 – Malaysia CKD not affected, will continue until 2026

https://paultan.org/2023/10/31/mazda-cx-8-production-to-end-in-japan-in-december/

4 weeks ago

troy88

Very steady and resilient despite poor market sentiment..

4 weeks ago

weixuan0325

this morning got a little momentum break through 2.52 hopefully not half day show only...

4 weeks ago

Paul Tan

new Kia Carnival 11 seater CKD https://paultan.org/2023/11/01/2023-kia-carnival-11-seater-ckd-now-in-malaysia-rm215228-otr-without-insurance-rm195k-til-dec-31/

3 weeks ago

weixuan0325

what is going on to this counter suddenly waterfall...

3 weeks ago

RJ87

Every now and then, there is a syndicate doing this kinda selldown.
17 July once, 12 Sept once, and now. Too many chartist want quick money.

Since it's easier to manipulate the chart considering it's easier to just say "downtrend!" or "Support Broken!" than doing value studies that this is a good company with good governance. Last quarter proved without SST, sales is still going strong.

Last time also got such selldown, RM2.25 to RM2 bounce straight back to RM2.5
But after each long gap down usually followed by stronger uptrend. This time drop to RM2.4 and bounce RM2.8 next stop? Classic shake weak holder move.





3 weeks ago

RJ87

I tracked the trade. I think the fella short sell around 300-500K shares to create panic. He probably closed his short position. Total trade is 3million, don't know how many shares he collected on discount.

See, short position makes 1-2%, collect extra 0.5-1m shares on discount. By the time back RM2.5. 4-5% profit for 1 day work also not too bad. Range bounded stocks like bauto offers such opportunity.

3 weeks ago

RJ87

Weak holder gone…next stop Rm2.8?

3 weeks ago

Paul Tan

cx-5 facelift finally coming

https://paultan.org/2023/11/07/2024-mazda-cx-5-facelift-spied-in-malaysia/

3 weeks ago

weixuan0325

recover back after a big drop on last Thursday...I guess it will go sideway for a while until next qr announce...

3 weeks ago

pang72

Epf bought, prudential sell...
Local fund vs FF fund...
2.48 as reference pts..
Let's finght the Angmo

2 weeks ago

Hatiharihari

Biar saja selagi mereka tak buat shorting

2 weeks ago

RJ87

Mazda’s TIV rose to 1,753 units (25.8% MoM, 72% YoY), implying another strong achievement in Oct 2023. Sales volume growth will continue to be supported by updated model offerings and healthy booking rates for the CX5 and CX30 models.

1 week ago

Paul Tan

https://www.nst.com.my/business/corporate/2023/11/981120/stellantis-directly-handle-peugeot-malaysia-distributor-bermaz

1 week ago

Paul Tan

confirmed

https://paultan.org/2023/11/22/stellantis-takes-over-peugeot-distributorship-from-bermaz-new-national-sales-company-in-q1-2024/

6 days ago

SinGor

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

5 days ago

gohkimhock

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

5 days ago

Starship2

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...

5 days ago

SinGor

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

4 days ago

RJ87

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

4 days ago

weixuan0325

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

4 days ago

SinGor

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

4 days ago

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