Highlights
KLSE: MBMR (5983)       MBM RESOURCES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
4.82   -0.05 (1.03%)  4.77 - 4.85  369,800
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Financials


Market Cap: 1,884 Million

Market Cap 1,884 Million
NOSH 391 Million

Latest Audited Result:  31-Dec-2022

Latest Audited Result: 31-Dec-2022
Announcement Date 28-Apr-2023
Next Audited Result: 31-Dec-2023
Est. Ann. Date: 28-Apr-2024
Est. Ann. Due Date: 28-Jun-2024

Latest Quarter:  31-Dec-2023 [#4]

Latest Quarter: 31-Dec-2023 [#4]
Announcement Date 28-Feb-2024
Next Quarter: 31-Mar-2024
Est. Ann. Date: 25-May-2024
Est. Ann. Due Date: 30-May-2024
QoQ | YoY   -6.63%  |    70.37%

Annual (Unaudited) ( EPS: 85.57, P/E: 5.63 )

Revenue | NP to SH 2,416,850  |  334,454
RPS | P/RPS 618.30 Cent  |  0.78
EPS | P/E | EY 85.57 Cent  |  5.63  |  17.75%
DPS | DY | Payout % 39.00 Cent  |  8.09%  |  45.58%
NAPS | P/NAPS 5.45  |  0.88
YoY   18.79%
NP Margin | ROE 15.38%  |  15.70%
F.Y. | Ann. Date 31-Dec-2023  |  28-Feb-2024

T4Q Result ( EPS: 85.56, P/E: 5.63 )

Revenue | NP to SH 2,416,850  |  334,454
RPS | P/RPS 618.30 Cent  |  0.78
EPS | P/E | EY 85.56 Cent  |  5.63  |  17.75%
DPS | DY | Payout % 39.00 Cent  |  8.09%  |  45.58%
NAPS | P/NAPS 5.45  |  0.88
QoQ | YoY   13.74%  |    18.79%
NP Margin | ROE 15.38%  |  15.70%
F.Y. | Ann. Date 31-Dec-2023  |  28-Feb-2024

Annualized Result ( EPS: 85.57, P/E: 5.63 )

Revenue | NP to SH 2,416,850  |  334,454
RPS | P/RPS 618.30 Cent  |  0.78
EPS | P/E | EY 85.57 Cent  |  5.63  |  17.75%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   6.00%  |    18.79%
NP Margin | ROE 15.38%  |  15.70%
F.Y. | Ann. Date 31-Dec-2023  |  28-Feb-2024


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2023 28-Feb-2024 31-Dec-2023 4 700,219 115,901 109,417 97,814 - 2,130,337 - % 15.63% 4.59% 390,887 179.14 179.14 25.02 25.02 0.00 0.00 5.4500 5.45   -6.63%   70.37% 29-Dec-2023 4.24 2.37 16.94 0.78 5.90% 0.00% 28-Feb-2024 4.48 2.50 17.90 0.82 5.59% 0.00%
31-Dec-2023 24-Nov-2023 30-Sep-2023 3 621,271 123,402 114,976 104,757 50,815 2,083,431 48.51% 18.51% 5.03% 390,887 158.94 158.94 26.80 26.80 13.00 13.00 5.3300 5.33   101.74%   72.29% 29-Sep-2023 3.69 2.32 13.77 0.69 7.26% 3.52% 24-Nov-2023 4.26 2.68 15.90 0.80 6.29% 3.05%
31-Dec-2023 23-Aug-2023 30-Jun-2023 2 539,568 61,762 58,444 51,927 101,630 2,079,522 195.72% 10.83% 2.50% 390,887 138.04 138.04 13.29 13.29 26.00 26.00 5.3200 5.32   -35.06%   -29.88% 30-Jun-2023 3.53 2.56 26.57 0.66 3.76% 7.37% 23-Aug-2023 3.69 2.67 27.78 0.69 3.60% 7.05%
31-Dec-2023 25-May-2023 31-Mar-2023 1 555,792 93,644 88,858 79,956 - 2,052,160 - % 15.99% 3.90% 390,887 142.19 142.19 20.46 20.46 0.00 0.00 5.2500 5.25   39.27%   -10.45% 31-Mar-2023 3.42 2.41 16.72 0.65 5.98% 0.00% 25-May-2023 3.49 2.45 17.06 0.66 5.86% 0.00%
31-Dec-2022 20-Feb-2023 31-Dec-2022 4 651,401 73,915 65,018 57,412 82,086 2,056,069 142.98% 9.98% 2.79% 390,887 166.65 166.65 14.68 14.68 21.00 21.00 5.2600 5.26   -5.58%   -47.58% 30-Dec-2022 3.28 1.97 22.33 0.62 4.48% 6.40% 20-Feb-2023 3.79 2.27 25.80 0.72 3.88% 5.54%
31-Dec-2022 24-Nov-2022 30-Sep-2022 3 621,166 73,950 68,729 60,802 - 1,997,435 - % 11.06% 3.04% 390,887 158.91 158.91 15.55 15.55 0.00 0.00 5.1100 5.11   -17.90%   1,257.91% 30-Sep-2022 3.26 2.05 20.96 0.64 4.77% 0.00% 24-Nov-2022 3.31 2.08 21.28 0.65 4.70% 0.00%
31-Dec-2022 25-Aug-2022 30-Jun-2022 2 557,018 78,932 81,529 74,056 62,542 2,001,344 84.45% 14.64% 3.70% 390,887 142.50 142.50 18.94 18.94 16.00 16.00 5.1200 5.12   -17.06%   345.37% 30-Jun-2022 3.20 2.25 16.89 0.63 5.92% 5.00% 25-Aug-2022 3.29 2.31 17.37 0.64 5.76% 4.86%
31-Dec-2022 25-May-2022 31-Mar-2022 1 478,511 98,488 95,948 89,284 - 1,950,529 - % 20.05% 4.58% 390,887 122.42 122.42 22.85 22.85 0.00 0.00 4.9900 4.99   -18.47%   89.84% 31-Mar-2022 3.09 2.52 13.53 0.62 7.39% 0.00% 25-May-2022 3.19 2.61 13.97 0.64 7.16% 0.00%
31-Dec-2021 25-Feb-2022 31-Dec-2021 4 562,185 133,749 124,252 109,516 58,633 1,915,349 53.54% 22.10% 5.72% 390,887 143.82 143.82 28.02 28.02 15.00 15.00 4.9000 4.90   2,185.62%   54.46% 31-Dec-2021 3.20 2.22 11.42 0.65 8.76% 4.69% 3.10 2.16 11.06 0.63 9.04% 4.84%
31-Dec-2021 24-Nov-2021 30-Sep-2021 3 230,558 -4,158 -5,078 -5,251 - 1,805,900 - % -2.20% -0.29% 390,887 58.98 58.98 -1.34 -1.34 0.00 0.00 4.6200 4.62   -131.58%   -108.08% 30-Sep-2021 3.19 5.41 -237.47 0.69 -0.42% 0.00% 24-Nov-2021 3.22 5.46 -239.70 0.70 -0.42% 0.00%
31-Dec-2021 25-Aug-2021 30-Jun-2021 2 320,878 22,821 19,807 16,628 19,544 1,829,354 117.54% 6.17% 0.91% 390,887 82.09 82.09 4.26 4.26 5.00 5.00 4.6800 4.68   -64.65%   420.63% 30-Jun-2021 3.14 3.83 73.81 0.67 1.35% 1.59% 25-Aug-2021 3.23 3.93 75.93 0.69 1.32% 1.55%
31-Dec-2021 27-May-2021 31-Mar-2021 1 418,307 55,038 52,718 47,032 - 1,848,898 - % 12.60% 2.54% 390,887 107.01 107.01 12.03 12.03 0.00 0.00 4.7300 4.73   -33.67%   72.73% 31-Mar-2021 3.43 3.21 28.51 0.73 3.51% 0.00% 27-May-2021 3.18 2.97 26.43 0.67 3.78% 0.00%
31-Dec-2020 25-Feb-2021 31-Dec-2020 4 563,416 96,498 81,087 70,901 23,453 1,825,445 33.08% 14.39% 3.88% 390,887 144.14 144.14 18.14 18.14 6.00 6.00 4.6700 4.67   9.11%   72.77% 31-Dec-2020 3.39 2.35 18.69 0.73 5.35% 1.77% 25-Feb-2021 3.35 2.32 18.47 0.72 5.41% 1.79%
31-Dec-2020 19-Nov-2020 30-Sep-2020 3 600,447 79,601 74,872 64,979 - 1,755,085 - % 12.47% 3.70% 390,887 153.61 153.61 16.63 16.63 0.00 0.00 4.4900 4.49   1,352.97%   16.53% 30-Sep-2020 3.17 2.06 19.07 0.71 5.24% 0.00% 19-Nov-2020 3.21 2.09 19.31 0.71 5.18% 0.00%
31-Dec-2020 19-Aug-2020 30-Jun-2020 2 258,596 -2,820 -4,347 -5,186 19,544 1,743,358 - % -1.68% -0.30% 390,887 66.16 66.16 -1.33 -1.33 5.00 5.00 4.4600 4.46   -119.05%   -107.00% 30-Jun-2020 3.24 4.90 -244.21 0.73 -0.41% 1.54% 19-Aug-2020 3.16 4.78 -238.18 0.71 -0.42% 1.58%
31-Dec-2020 21-May-2020 31-Mar-2020 1 374,040 31,267 30,274 27,229 - 1,747,267 - % 8.09% 1.56% 390,887 95.69 95.69 6.96 6.96 0.00 0.00 4.4700 4.47   -33.65%   -45.16% 31-Mar-2020 2.78 2.91 39.91 0.62 2.51% 0.00% 21-May-2020 2.85 2.98 40.91 0.64 2.44% 0.00%
31-Dec-2019 26-Feb-2020 31-Dec-2019 4 496,063 42,159 43,568 41,037 27,362 1,743,358 66.68% 8.78% 2.35% 390,887 126.91 126.91 10.50 10.50 7.00 7.00 4.4600 4.46   -26.41%   -31.70% 31-Dec-2019 3.86 3.04 36.77 0.87 2.72% 1.81% 26-Feb-2020 3.96 3.12 37.72 0.89 2.65% 1.77%
31-Dec-2019 21-Nov-2019 30-Sep-2019 3 515,321 67,351 63,159 55,764 - 1,704,270 - % 12.26% 3.27% 390,887 131.83 131.83 14.27 14.27 0.00 0.00 4.3600 4.36   -24.68%   46.34% 30-Sep-2019 3.95 3.00 27.69 0.91 3.61% 0.00% 21-Nov-2019 3.70 2.81 25.94 0.85 3.86% 0.00%
31-Dec-2019 20-Aug-2019 30-Jun-2019 2 558,045 89,309 81,081 74,038 23,453 1,669,090 31.68% 14.53% 4.44% 390,887 142.76 142.76 18.94 18.94 6.00 6.00 4.2700 4.27   49.10%   114.30% 28-Jun-2019 2.90 2.03 15.31 0.68 6.53% 2.07% 20-Aug-2019 3.67 2.57 19.38 0.86 5.16% 1.63%
31-Dec-2019 23-May-2019 31-Mar-2019 1 532,450 61,492 58,654 49,655 - 1,618,274 - % 11.02% 3.07% 390,887 136.22 136.22 12.70 12.70 0.00 0.00 4.1400 4.14   -17.35%   51.32% 29-Mar-2019 2.76 2.03 21.73 0.67 4.60% 0.00% 23-May-2019 2.80 2.06 22.04 0.68 4.54% 0.00%
31-Dec-2018 27-Feb-2019 31-Dec-2018 4 498,977 73,135 68,489 60,080 11,726 1,579,186 19.52% 13.73% 3.80% 390,887 127.65 127.65 15.37 15.37 3.00 3.00 4.0400 4.04   57.67%   131.33% 31-Dec-2018 2.20 1.72 14.31 0.54 6.99% 1.36% 27-Feb-2019 2.59 2.03 16.85 0.64 5.93% 1.16%
31-Dec-2018 22-Nov-2018 30-Sep-2018 3 472,475 45,127 42,968 38,105 - 1,516,644 - % 9.09% 2.51% 390,887 120.87 120.87 9.75 9.75 0.00 0.00 3.8800 3.88   10.30%   419.57% 28-Sep-2018 2.06 1.70 21.13 0.53 4.73% 0.00% 22-Nov-2018 1.87 1.55 19.18 0.48 5.21% 0.00%
31-Dec-2018 28-Aug-2018 30-Jun-2018 2 493,316 43,209 40,496 34,548 11,726 1,493,190 33.94% 8.21% 2.31% 390,887 126.20 126.20 8.84 8.84 3.00 3.00 3.8200 3.82   5.28%   113.87% 29-Jun-2018 2.38 1.89 26.93 0.62 3.71% 1.26% 28-Aug-2018 2.32 1.84 26.25 0.61 3.81% 1.29%
31-Dec-2018 23-May-2018 31-Mar-2018 1 463,460 39,248 37,067 32,815 - 1,458,010 - % 8.00% 2.25% 390,887 118.57 118.57 8.40 8.40 0.00 0.00 3.7300 3.73   117.11%   68.93% 30-Mar-2018 2.45 2.07 29.18 0.66 3.43% 0.00% 2.35 1.98 27.99 0.63 3.57% 0.00%
31-Dec-2017 22-Feb-2018 31-Dec-2017 4 443,770 -202,622 -204,274 -191,743 5,863 1,438,456 - % -46.03% -13.33% 390,885 113.53 113.53 -49.05 -49.05 1.50 1.50 3.6800 3.68   -2,714.44%   -2,634.27% 29-Dec-2017 2.20 1.94 -4.48 0.60 -22.30% 0.68% 22-Feb-2018 2.29 2.02 -4.67 0.62 -21.42% 0.66%
31-Dec-2017 22-Nov-2017 30-Sep-2017 3 466,805 11,678 9,150 7,334 - 1,629,990 - % 1.96% 0.45% 390,885 119.42 119.42 1.88 1.88 0.00 0.00 4.1700 4.17   -54.60%   -65.56% 29-Sep-2017 2.04 1.71 108.73 0.49 0.92% 0.00% 22-Nov-2017 2.12 1.78 112.99 0.51 0.89% 0.00%
31-Dec-2017 23-Aug-2017 30-Jun-2017 2 403,909 19,821 18,089 16,154 5,863 1,629,990 36.30% 4.48% 0.99% 390,885 103.33 103.33 4.13 4.13 1.50 1.50 4.1700 4.17   -16.84%   -14.13% 30-Jun-2017 2.25 2.18 54.44 0.54 1.84% 0.67% 23-Aug-2017 2.18 2.11 52.75 0.52 1.90% 0.69%
31-Dec-2017 24-May-2017 31-Mar-2017 1 418,072 22,622 21,013 19,425 - 1,610,281 - % 5.03% 1.21% 390,845 106.97 106.95 4.97 4.97 0.00 0.00 4.1200 4.12   156.74%   5.59% 31-Mar-2017 2.52 2.36 50.70 0.61 1.97% 0.00% 24-May-2017 2.42 2.26 48.69 0.59 2.05% 0.00%
31-Dec-2016 22-Feb-2017 31-Dec-2016 4 437,228 11,135 9,413 7,566 11,743 1,608,836 155.21% 2.15% 0.47% 391,444 111.70 111.86 1.94 1.94 3.00 3.00 4.1100 4.12   -64.48%   2.12% 30-Dec-2016 2.14 1.92 110.72 0.52 0.90% 1.40% 22-Feb-2017 2.42 2.17 125.20 0.59 0.80% 1.24%
31-Dec-2016 23-Nov-2016 30-Sep-2016 3 431,942 26,084 24,080 21,298 11,723 1,598,327 55.05% 5.57% 1.33% 390,789 110.53 110.50 5.45 5.45 3.00 3.00 4.0900 4.09   13.21%   146.99% 30-Sep-2016 2.50 2.26 45.87 0.61 2.18% 1.20% 23-Nov-2016 2.43 2.20 44.59 0.59 2.24% 1.23%
31-Dec-2016 25-Aug-2016 30-Jun-2016 2 427,100 23,599 21,545 18,813 11,731 1,587,704 62.36% 5.04% 1.18% 391,060 109.22 109.26 4.82 4.81 3.00 3.00 4.0600 4.06   2.26%   -35.62% 30-Jun-2016 2.01 1.84 41.78 0.50 2.39% 1.49% 25-Aug-2016 2.44 2.23 50.72 0.60 1.97% 1.23%
31-Dec-2016 18-May-2016 31-Mar-2016 1 373,936 21,941 20,857 18,397 - 1,570,189 - % 5.58% 1.17% 390,594 95.74 95.66 4.71 4.71 0.00 0.00 4.0200 4.02   148.31%   -47.65% 31-Mar-2016 2.20 2.30 46.71 0.55 2.14% 0.00% 18-May-2016 2.20 2.30 46.71 0.55 2.14% 0.00%
31-Dec-2015 24-Feb-2016 31-Dec-2015 4 439,325 11,422 9,518 7,409 11,698 1,594,884 157.89% 2.17% 0.46% 389,947 112.66 112.39 1.90 1.90 3.00 2.99 4.0900 4.08   -14.08%   -76.52% 31-Dec-2015 2.40 2.13 126.32 0.59 0.79% 1.25% 24-Feb-2016 2.43 2.16 127.89 0.59 0.78% 1.23%
31-Dec-2015 18-Nov-2015 30-Sep-2015 3 411,184 12,454 11,286 8,623 27,312 1,588,036 316.74% 2.74% 0.54% 390,180 105.38 105.19 2.21 2.21 7.00 6.99 4.0700 4.06   -70.49%   -66.84% 30-Sep-2015 2.89 2.74 130.77 0.71 0.76% 2.42% 18-Nov-2015 2.83 2.69 128.05 0.70 0.78% 2.47%
31-Dec-2015 19-Aug-2015 30-Jun-2015 2 374,413 33,930 32,540 29,224 27,348 1,609,664 93.58% 8.69% 1.82% 390,695 95.83 95.79 7.48 7.48 7.00 7.00 4.1200 4.12   -16.84%   -6.47% 30-Jun-2015 3.48 3.63 46.52 0.84 2.15% 2.01% 19-Aug-2015 3.09 3.22 41.31 0.75 2.42% 2.27%
31-Dec-2015 25-May-2015 31-Mar-2015 1 591,741 65,180 49,989 35,140 - 1,579,240 - % 8.45% 2.23% 390,901 151.38 151.38 8.99 8.99 0.00 0.00 4.0400 4.04   11.38%   50.04% 31-Mar-2015 3.29 2.17 36.60 0.81 2.73% 0.00% 25-May-2015 3.45 2.28 38.38 0.85 2.61% 0.00%
31-Dec-2014 27-Feb-2015 31-Dec-2014 4 411,525 39,761 34,173 31,550 15,634 1,172,558 49.55% 8.30% 2.69% 390,852 105.29 105.28 8.08 8.07 4.00 4.00 3.0000 3.00   21.31%   -3.98% 31-Dec-2014 2.90 2.75 35.93 0.97 2.78% 1.38% 27-Feb-2015 3.34 3.17 41.38 1.11 2.42% 1.20%
31-Dec-2014 18-Nov-2014 30-Sep-2014 3 423,086 27,924 28,187 26,007 15,639 1,497,518 60.14% 6.66% 1.74% 390,996 108.21 108.24 6.66 6.65 4.00 4.00 3.8300 3.83   -16.76%   -25.96% 30-Sep-2014 2.85 2.63 42.85 0.74 2.33% 1.40% 18-Nov-2014 2.82 2.61 42.40 0.74 2.36% 1.42%
31-Dec-2014 19-Aug-2014 30-Jun-2014 2 492,174 36,533 34,485 31,244 15,638 1,485,614 50.05% 7.01% 2.10% 390,951 125.89 125.91 8.00 7.99 4.00 4.00 3.8000 3.80   33.40%   -15.91% 30-Jun-2014 3.10 2.46 38.79 0.82 2.58% 1.29% 19-Aug-2014 2.88 2.29 36.04 0.76 2.77% 1.39%
31-Dec-2014 20-May-2014 31-Mar-2014 1 447,359 27,965 26,780 23,421 - 1,454,526 - % 5.99% 1.61% 391,001 114.41 114.45 5.99 5.99 0.00 0.00 3.7200 3.72   -28.72%   -28.49% 31-Mar-2014 3.25 2.84 54.26 0.87 1.84% 0.00% 20-May-2014 3.17 2.77 52.92 0.85 1.89% 0.00%

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 Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


Analyze this stock with MQ Trader system
  3 people like this.
 
SeekUndervalued @Hush77, so fast takeover offer "akan datang"? I still haven't eat enough the dividend... Unless the takeover offer is very attractive. What is your forecast for the "takeover offer"? RM 5.50?
04/01/2024 10:11 PM
Hush77 "Kenanga favours MBM Resources Bhd in the sector, with a TP of RM5.50, for its exposure to the economical Perodua brand and the stock’s 11% dividend yield. "
05/01/2024 8:59 AM
Paul Tan case closed, affected model is granmax pasar malam pickup truck

perodua models not affected

https://paultan.org/2024/01/16/daihatsu-procedural-irregularities-rectification-order-issued-3-vehicle-type-approvals-revoked/
16/01/2024 5:52 PM
Paul Tan perodua ev coming

https://paultan.org/2024/01/17/perodua-d01d-ev-production-scheduled-to-start-in-late-2025-working-with-partner-on-prototype-zafrul/
17/01/2024 11:54 AM
SeekUndervalued Very strong foundation at the 4.29 and 4.30. Very stable.
18/01/2024 4:57 PM
ks5S https://focusmalaysia.my/perodua-collabs-with-international-partner-to-develop-affordable-evs/
18/01/2024 6:50 PM
Paul Tan finally some movement today after barcoding for so long
23/01/2024 10:19 AM
QQQM99 Any good news coming?
23/01/2024 10:29 AM
Lyo82 No bad news is a good news.
24/01/2024 1:57 PM
Paul Tan japan resume production liao https://www.daihatsu.com/news/2024/20240130-4.html
31/01/2024 2:16 PM
Diamond7 Trending up up again!
02/02/2024 1:56 PM
Paul Tan its quarterly report month, people FOMOing hehe.
02/02/2024 2:33 PM
Hush77 it punch through upper resistance.... more to come...
05/02/2024 9:33 AM
Paul Tan did we hit all time high briefly?
05/02/2024 2:34 PM
DividendGuy67 Yes it did. All time high. Looking good.
05/02/2024 9:45 PM
DividendGuy67 MBMR closed 4.66, making new All Time High again today.
Thanks to MBMR, MAYBANK, FPI and other stocks, my portfolio also made new all time high again today.
Thank-you Mr Market!
13/02/2024 5:55 PM
Paul Tan price dropping, people scared to hold through earnings ah?
20/02/2024 11:50 AM
geary MBMR...added average @4.00...rationally should be around #5.00/5.50.🤓
20/02/2024 4:23 PM
PureInvest Just reported (according to MAA):

Jan'23 all new car sales - 50,168 units.
Jan'24 all new car sales - 65,499 units (Higher than Year'23 sale figures).
Feb'24 all new car sales - Expected to be lower due to shorter number of days & Chinese New Year).
Dec'23 all new car sales - 78,398 units (Generally, it is higher due to year-end sale promotions).

From the reported figures, companies should be reported to still continue to do well.
20/02/2024 9:07 PM
yilonma Dividend announcement next week!
2022 - 28 cents @ RM2.80 average = ~10% pa
2023 - 66 cents @ RM3.60 average = ~18% pa
22/02/2024 12:42 PM
Paul Tan when announcement
27/02/2024 1:19 PM
yilonma Announcement is due 29 Feb if you search for MBMR https://klse.i3investor.com/web/financial/quarter/upcoming
But quite scary, seeing the number of people selling
28/02/2024 2:53 PM
keithtrade Some insiders got word result is disappointing maybe?
28/02/2024 5:09 PM
alibiii result good but no dividend
28/02/2024 6:50 PM
PureInvest MBMR's total EPS for year 2023 is 85.56 ct.
NTA is 5.45.
PE is 5.24.
Bauto's PE is 7.62.
DRBHCOM's PE is 23.57.

Looking at MBMR's non-declaration of dividend for 4th Qtr 2023 may be good in view of the followings:

1. To reflect the real intrinsic value of MBMR, the share price, even if taking Bauto's PE of 7.62, MBMR's share price should be (85.56 x 7.62 = RM6.51).

2. Even, if taking MBMR's PE of 6.5, its share price is (85.56 x 6.5 = RM5.56), which is the IB's Target Price projection of RM5.50 and also it is slightly higher than the NTA of RM5.45.

3. Looking at it, the non-declaration of a decent dividend for 4th Qtr 2023 may reveal many good stories ahead.

Well, we are investing in long term basis because all the business sectors in MBMR are showing excellent business performance and Perodua's cars/vehicles are still the king of the road in view of the followings:

1. SST of 8% will affect more on the higher end car/vehicle prices as SIME is going to announce increase in prices.

2. Perodua cars/vehicles are the best fuel consumption cars/vehicles and loved by Malaysians.

3. And so on.
28/02/2024 8:54 PM
Dakewlest Pure invest, Just curious, why no dividend is good?
28/02/2024 10:39 PM
ChloeTai Last time got special dividend of 20 sen. But on ex-date, the share price in adjusted down 20 sen and could not recover.
29/02/2024 1:05 AM
PureInvest Retained earning increase the Reserve & goes into the NTA and shall be reflected into the share price eventually.

That is my opinion.
29/02/2024 8:39 AM
Hush77 ideally the company or ceo should explain why no dividend despite the good results...
or else some investors will be dissapointed
29/02/2024 9:20 AM
PureInvest No worry for me, buy on dip for LT investment.
29/02/2024 9:35 AM
sooncy8 According to it's dividend policy (60% of net profit), it should have a 12 sens final dividend will be declare later.
29/02/2024 10:29 AM
sooncy8 Usually the final dividend will announced on April and pay in June.
29/02/2024 10:40 AM
c328 MBMR:
first, second, special (Feb24 > paid at Nov23) and final dividend (Apr24).
as this is company normal practise dividend trend.

Good result is good news compare to market other company.
high chance for good news to announce may be for take over and transfer the shares privatization.
29/02/2024 10:49 AM
iscmob I saw the entitlement on my broker app says the past dividend announcements:
First Interim and Special Dividends @22/8/23
Second Interim and Special Dividends @24/11/23
Final Dividend (27/4/23 Previous year)
---
So, the final dividend will be announced by the end of this April.
Pls correct me if I'm wrong.
29/02/2024 2:41 PM
keithtrade That's what I am assuming too. Cash in hand now less than previously so would be prudent to wait until April.
29/02/2024 3:31 PM
keithtrade Final dividend usually announced late April for payment late June.
29/02/2024 4:36 PM
eugenewong794 The cash reserve is going down, also notice after flipping back all 4 qr for 2023 that they are net - ve OCF this year, last year was +ve ocf, might Wana proceed with caution
29/02/2024 4:44 PM
PureInvest Kenanga gave a forecast of Outperform/Buy & TP at RM5.80.

TA gave a forecast of Sell & TP at RM4.36.

RHB-OSK gave a forecast of Hold & TP of RM4.10.

AmInvest gave a forecast of Hold & TP at RM4.50.

If you read all their reports, the qualitative comments differ but the quantitative comments are quite the same meaning, how many Perodua cars/vehicles projected sale for year 2024 & 2025 are similar in numbers.

Yes, maybe the difference is +/- 5% to 10%.

But, still Perodua is still going to make immense amount of profits & so is MBMR going to making these immense amount of profits because Perodua cars/vehicles are the No.1 selling cars/vehicles in Malaysia for many years too.

So, if you look their projected TPs from RM4.10, RM4.36, RM4.50 to RM5.80 (Range of RM4.10 to RM5.80 - the difference is 5.80-4.10/4.10 = 1.70/4.10 = 41.46% which is a vast difference.

Moving forward let us see which one of the above esteemed IBs' TP Projection including forecast of "Sell", "Hold" & "Outperform/Buy" is correctly forecasted.

As for me, I tend to take Kenanga's forecast of "Outperform/Buy" with TP of RM5.80 because at EPS of 85.56 ct &
even, if taking MBMR's PE of 6.5, its share price is (85.56 x 6.5 = RM5.56), which is near to Kenanga's TP of RM5.80 and also it is slightly higher than the NTA of RM5.45.

The above is merely based on MBMR's business model & its investment holding in Perodua.
29/02/2024 9:09 PM
keithtrade New CEO since January this year may want to make his mark, dividend announcement in April should be for at least 6 sen to bring total for 23 above that for 22 so I guess somewhere between 6 and 12 sen. With current PE of around 6 and yield close to 10% I also have a target price closer to Kenaga's at RM 5.40
01/03/2024 7:15 AM
keithtrade Somethings going on. Hold tight for next months announcements.
25/03/2024 3:12 PM
investor113 Something is brewing ... Suddenly volume in ^^
25/03/2024 4:18 PM
PureInvest

KUALA LUMPUR, March 27 ― In a post on X, formerly known as Twitter, Minister of International Trade and Industry Datuk Seri Tengku Zafrul Abdul Aziz said that Perodua has been chosen as the lead car brand to produce affordable Electric vehicles (EV) under the New Industrial Master Plan 2030.

He reiterates that the 2025 timeline for Perodua to produce affordable EVs is still on after meeting with senior Perodua executives, including president and CEO Datuk Seri Zainal Abidin Ahmad, to find out where the company is on their EV development and how the government can help to make the affordable EV dream a success.

Perodua also was reported developing the prototype EV with an international car partner, whose name was not disclosed. It is worth noting that the 2025 timeline for the Perodua EV introduction will be around the time the RM100,000 price cap for imported CBU EVs under Miti’s Franchise AP policy expires.

The company have previously shared a concept design of an EV called the Electric Motion Online (EMO) which was shown as a scale model back in May 2023 at the Malaysia Auto Show 2023. The EMO concept is a Myvi-sized vehicle with a reported 50kWh battery, with a range of 350 km on a single charge.

The question is ― where is Proton in the conversation? Will Perodua be the sole affordable EV manufacturer under the NIMP 2023 plan and Proton be positioned as a more premium option for Malaysians? Or will Proton enter the conversation at a later stage? ― SoyaCincau



https://www.malaymail.com/news/malaysia/2024/03/27/tengku-zafrul-perodua-to-launch-first-ev-by-2025-as-production-leader-for-affordable-evs-in-malaysia/125773
27/03/2024 8:36 PM
Diamond7 Moving up steadily....hope give good dividend!
03/04/2024 11:23 AM
Diamond7 Good news coming?
03/04/2024 11:40 AM
iscmob i think MBMR's value grow in tandem w SIME's recent announcement. now, the price exceeded TP. unless i'm wrong. pls fill in.
04/04/2024 10:10 AM
dawchok HL investment has TP RM5.40 for MBMR in Mar2024.
04/04/2024 2:19 PM
keithtrade Offer coming from Sime Darby ??
04/04/2024 2:40 PM
geary MBMR...added average @4.00...rationally should be
around
#5.00/5.50.🤓
1 month ago.
EV coming...Price Range...@6.20/7.20...🤠
04/04/2024 7:16 PM
DividendGuy67 MBMR closed 4.88, +2.95%. Nice. Thanks to MBMR plus 23 other green stocks to offset the 9 red stocks, my portfolio made a new all time high again today. The paper gains on this stock is now 3 times my largest ever trading gains, simply because of Position Sizing. I typically trade much smaller size than my investing size and it is the sitting and doing nothing that delivers the biggest gains for me when we are in a bull market like MBMR. Sit tight and enjoy the ride.
04/04/2024 10:55 PM
DividendGuy67 MBMR continues to edge higher. +4.93, +1.44% today. Nice. Thanks to MBMR plus 22 other green stocks to offset 12 red stocks, my portfolio made new all time high again today!
08/04/2024 11:16 PM