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Overview
Financial Highlight
HeadlinesBusiness Background Bermaz Auto Bhd along with its subsidiaries is engaged in the distribution and retailing of Mazda vehicles as well as providing after-sales services for Mazda vehicles in Malaysia and Philippines.
  jinova546 Ok, now 1.78-1.79 is become support level. Well done Bauto, you done great. 20/07/2022 4:05 PM RJ87 16:50:00 134,600 1.81 16:50:00 41,900 1.81 I think machine eating. I never manage to buy anything at 16:45 onwards. 27/07/2022 6:18 PM  IronShirt coming Qr dividend?....5, 7 or 10sen. All indication Bauto is making very Good Profit 01/09/2022 11:53 AM Fabien _the efficient capital allocator I wonder why they keep so much cash. sitting idling. equity base is 688mil. cash is 694mil, stripping of debt...net cash about 495mil. 01/09/2022 4:09 PM investortrader88 https://www.theedgemarkets.com/article/bermaz-reports-fivefold-jump-1q-profit-sales-rose-prior-expiry-sales-tax-exemption 12/09/2022 8:48 PM Fabien _the efficient capital allocator BAuto is a cash flow machine. Very very strong FCF generation that can support 80% dividends pay out. Also, a good proxy for EV play (from local standpoint). They have impressive EV model line up; Mazda MX-30, Peugeot e-2008, KIA EV6 & PBV1 21/09/2022 8:26 PM Fabien _the efficient capital allocator Quarter not bad. 3.5 sen dividend Continue to hold this cash cow 08/12/2022 6:50 PM cherry88 Just do a simple calculation. Given the 1H EPS of 9.97 sen, we assume full year of 20sen moving into FY2023 / 2024. At PE of 15x will have target of RM3.00 09/12/2022 8:52 AM Fabien _the efficient capital allocator When it was 1.50, nobody wants this stock 09/12/2022 10:09 PM cherry88 If we read through major research report commanding on Bauto target price, it range from RM2.05 to RM2.80. (TA: 2.05; CIMB:2.80; AM: 2.25; HL:RM2.35; Ken:2.65; Rakuten:2.65; RHB:2.55; PBB: 2.65). So, exclude the highest and lowest target price, the average is RM2.44, with average PE of 13x. Assuming a consistent 13sen per year, yield is attractive at 5.9%. 11/12/2022 10:03 PM Fabien _the efficient capital allocator Share price weakened due to appreciation of yen against ringgit. over-reaction in my view 21/12/2022 7:48 PM  SinGor Ringgit will appreciate to 3.90--4.10 next year before June 2023. Main reason is China roaring back to life and Ukraine War is like Old newspaper ( It is there but nobody bother to read ). Ringgit appreciate bcos Oil will be back to 90's--100 22/12/2022 9:51 AM SinGor People are misguided to belief Madza parts are from Japan.....actually All comes from China. Some Electronics control panel are from Taiwan but mostly marked Made in Japan so quote in Yen 22/12/2022 9:59 AM  paperplane a) Mazda – CX-30 CKD in 1QCY23, b) Peugeot – New e-2008 EV in 1QCY23; New Landtrek in 1QCY23, and c) KIA – All-new Sorento in 1QCY23; Carens (KY) in 2QCY23; All-new Sportage in 4QCY23 27/01/2023 10:00 AM paperplane KIA new EV is selling like hotcakes in Europe, I hope this region will sell pretty good also 27/01/2023 10:01 AM Nikmon In Malaysia Mazda is hot selling but due to long waiting period, a lot cancellation as well Peugeot not selling as expected Kia only CBU Carnival is doing well, other mode price at 240k onward above mass market. Even the famous Sorento also price from 220k onward..... Only depend on Mazda only, the rest 2 new ventures is losing 28/01/2023 11:44 AM SinGor You have to Test Drive One to understand why it cost Rm240K. You cannot ask people who can afford proton saga to Buy Sorento. RM240K is NOT for mass market, just a Few selected "Datuk" who can drop RM100K and feel too lazy to pick it up. 06/02/2023 6:31 PM cn21 In Malaysia Mazda is hot selling but due to long waiting period, a lot cancellation as well Peugeot not selling as expected......................AGREED Ordered CX30 last november, until now no news, no update, no car.............. I believe Bermaz last quarter result wont be good........... 14/02/2023 11:25 AM  BursaVulture Jan 2023 Malaysian vehicle sales down by 35% – MAA https://paultan.org/2023/02/17/jan-2023-malaysian-vehicle-sales-down-by-35-maa/ 17/02/2023 7:03 PM IronShirt BursaVulture Jan 2023 Malaysian vehicle sales down by 35% – MAA ___________________________________ Not every car manufacturer lost 35%. Most likely Perodua And Proton lost most, the total Drop(35%) is a Sum of All, not individual Co. 19/02/2023 4:18 PM BursaVulture Sometimes i wonder why they go buy up peugeot franchise... ask anybody that owns a lion, majority regretted buying that lion. bauto buy because lim wanna save his son in law? peugeot is a good car but mismanaged by previous management. 01/03/2023 4:59 PM Paul Tan new Kia Sorento https://paultan.org/2023/03/03/2023-kia-sorento-launched-in-malaysia-2-5-petrol-2-2-diesel-awd-6-or-7-seater-ckd-fr-rm211k-to-rm255k/ 07/03/2023 4:06 PM Paul Tan mazda cx-30 ckd has been launched https://paultan.org/2023/03/08/2023-mazda-cx-30-in-malaysia-locally-assembled-ckd-2-0l-engine-four-variants-rm128k-156k-otr/ next, cx5 facelift? 08/03/2023 2:05 PM Fabien _the efficient capital allocator three quarters already 11 sen dividends. $$$$ 14/03/2023 12:14 AM Fabien _the efficient capital allocator The stock market could get volatile, but while it does, companies returning large sums of cash to shareholders can pad investors’ returns. The newest risk is that the current banking problems will reduce bank lending and lead to a slowing economy. That makes owning shares in companies that are returning a lot of cash to investors attractive. While the price of many stocks whipsaw up and down, owning cash-returning companies can allow an investor to be less sensitive to the price. Dividends allow for some yield relative to the price paid for a stock. 23/03/2023 9:24 PM  | |
