APM AUTOMOTIVE HOLDINGS BHD

KLSE (MYR): APM (5015)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

2.85

Today's Change

+0.04 (1.42%)

Day's Change

2.82 - 2.88

Trading Volume

12,700

Company warrants are issued by the company and give the holders the right, but not an obligation, to subscribe for new ordinary shares at a specified price during a specified period of time.

Structured warrants are proprietary instruments issued by a third-party issuer, namely an eligible broker or financial institution that give holders the right, but not the obligation, to buy (call warrants) or sell (put warrant) the underlying instrument in the future for a fixed price.

A call warrant is in-the-money when the exercise price is lower than the price of the underlying share.

A put warrant is in-the-money when the underlying share price is lower than the exercise price.

Call Warrants

In the money

Discussions
2 people like this. Showing 50 of 449 comments

SS13

Watch the next qtr results

2024-01-06 13:38

speakup

i was at Icap investor meeting last year, attended the talk by APM CEO. he said limited growth wor

2024-01-06 13:44

speakup

that's why speakup didn't buy APM

2024-01-06 13:45

SS13

Extract from last qtr results:-
The automotive industry in Malaysia recorded a strong performance during the first nine months of 2023.
As reported by the Malaysian Automotive Association (MAA), the total industry volume ("TIV") for the first nine months of 2023 stands at 571,767 units, which is an increase of 11.1% or 57,318 units compared to the same period last year. Based on the trajectory, the TIV for 2023 is expected to achieve the forecast of 725,000 units set by the MAA in July 2023. The upward momentum in the TIV is mainly supported by, among others, high level of backorder bookings, improvement in the automotive industry supply chain environment and new model launches. The Group is maintaining a cautiously optimistic outlook and expects orders to remain strong due to backorder bookings as well as the launch of new models during the year.

2024-01-06 13:54

GreatDreamer

APM outlook look better now as USD seem peak.

APM is a price taker. Proton n Peradua etc offer APM very low margin. When RM drop (or other cost up), APM have to absorb cost n suffer loss. Subsequently, APM will get price adjustment upward.

APM have a few Foreign technology JV partners where their products fetch higher margin.

2024-01-06 15:38

rajachulan

And so, anchovies shall follow APM share price trend cautiously.

Posted by SS13 > 8 hours ago | Report Abuse

Extract from last qtr results:-
The automotive industry in Malaysia recorded a strong performance during the first nine months of 2023.
As reported by the Malaysian Automotive Association (MAA), the total industry volume ("TIV") for the first nine months of 2023 stands at 571,767 units, which is an increase of 11.1% or 57,318 units compared to the same period last year. Based on the trajectory, the TIV for 2023 is expected to achieve the forecast of 725,000 units set by the MAA in July 2023. The upward momentum in the TIV is mainly supported by, among others, high level of backorder bookings, improvement in the automotive industry supply chain environment and new model launches. The Group is maintaining a cautiously optimistic outlook and expects orders to remain strong due to backorder bookings as well as the launch of new models during the year.

2024-01-06 22:53

SincereStock

@speakup I am not sure about the limited growth statement. regardless, I see price now is undervalue even without any further growth potential, maintaining it's business profitability at it's max capacity already can make it's price worth at least it's NTA at above RM6, which the company market price has been many years ago. This is not even considered that the company is now at much much better financial state compare to when the share price at Rm6 above during 2014.

2024-01-07 11:33

SincereStock

I am not saying that the company will revisit RM6 price (not imposible though but still hard), but only stating it's supposed intrinsic value if the company can remain profitability let's say average of at least 8 EPS per QR and slight improve in dividend to at least 6% above

2024-01-07 11:36

SincereStock

sometime investors looked too much into the future and forget about the current undervalue state of the company's price

2024-01-07 11:38

speakup

@sincerestock, not I say one. This was what the CEO answered to a question from the floor during the ICAP investor day last year at Klcc

2024-01-07 12:16

SincereStock

@speakup I know, I am not query for validity of the statement, instead I am stating that it doesn't matter much whether the statement is true or not, kindly read my explanation above, thank you

2024-01-07 12:38

speakup

Yup. It doesn't matter whether it is a black cat brown cat white cat as long as it catches mouse.
- Deng Xiao Ping

2024-01-07 12:43

SincereStock

gogo catch up with mcehldg again

2024-01-08 10:09

KingKKK

Fundamentally strong company

2024-01-09 19:28

SincereStock

take a few profit at 2.85, still got a few left, needed the cash, thank you whoever you are willing to buy from higher bid today

2024-01-17 16:45

SincereStock

very hard to decide my last TP here, tempting to sell but seems like better wait and see next QR first

2024-01-29 11:07

ks55

APM is leader of component OEM. Highly automated. More car sales, more components required. Just read the profit trend to make sure you are not leaving behind.

2024-01-30 09:35

SincereStock

@KingKKK thanks for the video @ks55 agreed

next QR is important to prove it's ability to generate good profit when cars demand is high
anything similar (if not better) than current QR is anticipated

2024-01-30 11:28

G-boy

for my understanding.. next QR will be not as good as this QR,
because this QR some profit is came from recovery of tooling cost, it is one gain if not mistaken..

but i still hold this stock since 2.3 till now...
plan to avg up before this QR release..
betting PB will back to normal and maybe a surprise special div will be given!

2024-02-01 11:33

G-boy

But i hope recovery tooling cost is just small part of the profit la..
continue monitor in coming QR

My own TP is break historical high 6.5

2024-02-01 11:41

G-boy

From the technical chart, It form reverse head and shoulder and breakout.
now heading to previous resistance 3.3-4.2 range

2024-02-01 11:44

KingKKK

Hi all, please find below my latest blog on APM which I think is An UNDERVALUED GEM Revving Up For Growth!

https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-03-story-h-189341481-APM_An_UNDERVALUED_GEM_Revving_Up_For_Growth_KingKKK_Intrinsic_Value_RM

2024-02-03 16:14

KingKKK

Proton sold 12,882 units in January, best start to year since 2013

https://theedgemalaysia.com/node/699853

Looks like Total Industry Volume (TIV) is going to increase in January against Jan 2023. This is positive to APM.

2024-02-05 17:30

teknikal

Stock in uptrend with MA20 higher than MA50 and MA200.

Support is RM2.82
Resistance RM3.10

2024-02-07 10:24

wongchin

Buy 2 lot only at 2.89 testing market

2024-02-20 15:32

KingKKK

Vehicle sales up 31% to 50,168 units in January

https://www.thestar.com.my/business/business-news/2024/02/20/vehicle-sales-up-31-to-50168-units-in-january

Despite many experts predict that 2024 TIV will drop against 2023, January sales jumped 31% !

This is positive to auto parts maker like APM.

I maintain my intrinsic value of RM4.66 for APM
https://klse.i3investor.com/web/blog/detail/bestStocks/2024-02-03-story-h-189341481-APM_An_UNDERVALUED_GEM_Revving_Up_For_Growth_KingKKK_Intrinsic_Value_RM

2024-02-20 16:52

SincereStock

autoparts, regardless which part seems to have announced better QR so far due to improved automotive sector of our country. HIL & NOTION are few of the examples

2024-02-23 11:41

ks55

APM is about to release its 4th QR. Expecting to be super good due to record car sales for 2023......

2024-02-27 16:43

SincereStock

another good QR with improved DY, uptrend should resume

2024-02-27 17:29

SincereStock

can catch up with NHFATT's price with 2 better most recents QR and better total dividend per share?

2024-02-27 17:54

G-boy

dividend back to 2013 2014....
luckily they manage to increase price to improve profit margin

2024-02-27 23:04

ks55

Believe APM is going to release another set of sterling result in next few days. Traditionally more car sold prior to Chinese New Year, and this year is special, it covers Hari Raya as well.

2024-05-13 15:57

SincereStock

3rd consecutive grade A result, matter of time for price to adjust accordingly to latest fundamental

2024-05-24 17:38

ks55

Earning per share 10.34 sen, NTA rm 7.29, last year dividend paid 18 sen per share. This year will be better as APM is reporting a better result.

2024-05-24 19:26

GreatDreamer

Good result despite sale drop 3% thank to lower energy & raw material price, stable ringgit. Good chance continue to pay 18sen div.

2024-05-24 19:41

SincereStock

it doesn't matter good EPS is due to revenue up or profit margin up, most important is sustainability, not any one off gain.

one off gain would only be good for NTA or potential special dividend

2024-06-01 12:30

GreatDreamer

Ringgit drop from decade ago 3usd to now 4.7usd, APM export hardly increase. May be u get some hint from this Article .

"Malaysia's automotive supply chain costs 30% more than China"

https://theedgemalaysia.com/node/714402

APM a Kampong Auto Spare part Champion?

2024-06-06 18:26

zzprozaz

Post removed.Why?

2024-07-10 08:32

SincereStock

sold a few APM to lock profit at 3.06 (22 july 2024, 10.40am, still got a few left), preparing cash to buy other cheap stock

2024-07-22 10:41

bullvestor

Is it good time to enter

2024-07-31 01:18

Jzzzzz

10sen dividend coming

2 months ago

DickyMe

RM 1.50 coming soon!

2 months ago

SincereStock

so so or just a little good QR (yoy wise), will keep my few remaining APM as of now and see how

2 months ago

SincereStock

reluctantly sold all few remaining APM at 2.97 (27 august 2024), needed urgent cash to top up PPHB at significant discount good bargain of RM0.855

2 months ago

Stead

ApM vs PPHB, which one will have comparatively better prospects in 5 years time?

1 month ago

wallstreetrookieNEW

APM

1 month ago

G-boy

pphb..if u know the boss, u will not touch...

1 month ago

bullvestor

Why?

1 month ago

Post a Comment