UMW HOLDINGS BHD

KLSE (MYR): UMW (4588)

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4 people like this.

2,269 comment(s). Last comment by azfar8 2024-03-07 11:14

ABSBOSS

905 posts

Posted by ABSBOSS > 2019-10-22 15:17 | Report Abuse

C20 lowest 4 cent expiry june 2020 boleh simpan ni

Agjl

5,755 posts

Posted by Agjl > 2019-10-30 16:44 | Report Abuse

Why price keep dropping?

mansaham1972

1,197 posts

Posted by mansaham1972 > 2019-10-30 17:24 | Report Abuse

Mungkin utk meletop bila tiba masa sesuai.saya pernah tengok umw boleh naik sampai lebih rm1 dlm satu hari bila tiba masa utk goreng.

gxltwsb

99 posts

Posted by gxltwsb > 2019-10-30 17:37 | Report Abuse

4.36 52week low . sekian

ABSBOSS

905 posts

Posted by ABSBOSS > 2019-10-30 17:37 | Report Abuse

Esok naik lor audah 3 hari turun, esok jump to 4.50

gxltwsb

99 posts

Posted by gxltwsb > 2019-10-30 17:47 | Report Abuse

stock ni byk foreign. maybe they r selling .

dlau8899

915 posts

Posted by dlau8899 > 2019-11-01 08:11 | Report Abuse

Going up 4.60

dlau8899

915 posts

Posted by dlau8899 > 2019-11-01 16:57 | Report Abuse

Start going uptrend

dlau8899

915 posts

Posted by dlau8899 > 2019-11-05 12:27 | Report Abuse

Going up 4.65

ABSBOSS

905 posts

Posted by ABSBOSS > 2019-11-05 13:36 | Report Abuse

Let see kalau boleh pecah 4.60 dulu

ABSBOSS

905 posts

Posted by ABSBOSS > 2019-11-21 13:08 | Report Abuse

4.33 masuk

TakeProfits

1,229 posts

Posted by TakeProfits > 2019-11-26 05:49 | Report Abuse

Lao lai liaw....shooting up to above 8...lai liaw

JacLow

358 posts

Posted by JacLow > 2019-11-29 13:22 | Report Abuse

Wow 4 sen dividend ..I better top up since it havent move.

dompeilee

11,888 posts

Posted by dompeilee > 2019-12-02 17:02 | Report Abuse

Bought some UMW today @ 4.38-4.40. Last sold @ 5+ in 2017 =)

dlau8899

915 posts

Posted by dlau8899 > 2019-12-02 23:39 | Report Abuse

Epf start buying. Going up to 4.60 as soon

JacLow

358 posts

Posted by JacLow > 2019-12-04 20:43 | Report Abuse

Oops..I love it..waiting 4.80..

Gala Kat

904 posts

Posted by Gala Kat > 2019-12-05 15:53 | Report Abuse

TakeProfits Lao lai liaw....shooting up to above 8...lai liaw
26/11/2019 5:49 AM

So, when ... ' lai liaw ' or simply mumbling ??

dlau8899

915 posts

Posted by dlau8899 > 2019-12-05 22:17 | Report Abuse

Going up 4.60 as soon....

TakeProfits

1,229 posts

Posted by TakeProfits > 2019-12-06 11:41 | Report Abuse

He he...lolol I...kikiki

DestinyL

4,744 posts

Posted by DestinyL > 2019-12-06 17:45 | Report Abuse

My favorite uncle stock lol

thesteward

6,782 posts

Posted by thesteward > 2019-12-06 20:01 | Report Abuse

Nice la

thesteward

6,782 posts

Posted by thesteward > 2019-12-12 16:10 | Report Abuse

Yipppppeeee took profit some for Christmas

MeiKei

78 posts

Posted by MeiKei > 2019-12-12 16:19 | Report Abuse

Going up soon ....

dompeilee

11,888 posts

Posted by dompeilee > 2019-12-12 19:42 | Report Abuse

dompeilee Bought some UMW today @ 4.38-4.40. Last sold @ 5+ in 2017 =)
02/12/2019 5:02 PM

Cute little X'mas surprise!

Posted by john1973_lew > 2019-12-16 21:14 | Report Abuse

sold over...winter to spring...

CUTLOST

5,178 posts

Posted by CUTLOST > 2019-12-19 00:27 | Report Abuse

no volume

Posted by Patrick TheBull > 2020-01-06 02:42 | Report Abuse

UMW Holdings Bhd (4588, KL)

✅ With UMW's loss-making oil and gas (O&G) assets out of the way, I believe the worst is over for the company. The diversified conglomerate, which has suffered two years of financial losses has already solidly turned the corner to profitability since FY18 (yet UMW share price back to 10 years low).

✅ UMW will focus on strengthening its three core business segments, namely automotive, equipment, and manufacturing and engineering (M&E), to drive growth. The main contribution was from automotive and the least is from M&E.

✅ Automotive segment - In partnership with Toyota, the company assembles and sells Toyota and Lexus cars. Besides, UMW is also Perodua's largest shareholder with a deep value stake of 38% ownership. According to the recent announcement, Perodua had recorded sales of 56,972 units (+11% YoY), bringing in 9MFY19 sales to 178,668 units (+6% YoY) driven by the all-new Perodua Myvi and the all-new Perodua ARUZ (25k bookings, 22.2k delivered). I believe UMW will continue to leverage on the growth of Perodua (Aruz, updated Axia and all-new Perodua D55L/Raize SUV).

✅ The new automotive plant (Bukit Raja Plant, BRP) is completed. Analysts are expecting Auto segment will grow at steady pace going forward as BRP almost hit the production capacity of 50k units/year with 80% utilisation rate and easily double the capacity with minimal capex requirement. In addition, analysts also expecting better margin from the cost savings derived from higher localisation rate in the all-new Vios and Yaris (previously 50% inputs can be sources locally, now 80%). It will help company to reduce foreign exchange risks and improve company's competitiveness in the long run as they can offer a much more lower selling price than its competitors.

✅ Aerospace/ M&E - UMW Aerospace has signed a 25 + 5 year agreement with Rolls-Royce Plc to manufacture and assemble fan cases for Rolls-Royce Trent 1000 and Trent 7000 aero engines, which power the Boeing 787 Dreamliner and Airbus A330 neo aircrafts. Both Trent engines are the most advanced in aero engine technology, with increased fuel efficiency and noise reduction. UMW Aerospace is also the first Malaysian company to be a Tier 1 aerospace engine component manufacturer.

✅ The Rolls Royce Plant (RRP) in Serendah begins to turn profitable. According to management, UMW is ramping up production and starting contributing meaningful profits in FY20 when it reaches full capacity. The RRP has a capacity of 250 units per annum and is producing fan cases for the Trent 1000 engine. Further, production of Trent 7000 fan cases will be commenced in 2HFY20. According to one source, UMW will deliver 3-4 fan cases to Rolls Royce Factory in Seletar, Singapore every week. I believe UMW Aerospace unit will contribute positively in FY20 when it ramps up to 70%/90% utilisation rates (or 175 fans/ 225 cases) in 2020/ 2021.

✅ Equipment - Demand for equipment (mining, construction and logging) remains sluggish in the near term, given the slowdown of domestic as well as regional economic activity. The management also expects outlook for Equipment division to remain subdued in the near term on the back of sluggish demand from manufacturing, mining and logging sectors. However, the Group believes the division’s growth will be underpinned by revival of few mega projects by Malaysian government, stellar demand from Singapore and Papua New Guinea, as well as expansion of product line-up in Vietnam.

✅ Automotive players to ride on stronger ringgit. UMW will benefit from the weaker US dollar as a bulk of their input and operational costs are in US dollar. Weakened RM will increase the effective input costs for imported CBU cars, CKD packs and raw materials, and subsequently affect OEMs’ margins. OEMs that have major exposure towards USD include Toyota (UMW) and Nissan (TCM), while for JPY this includes Honda (DRB) and Mazda (BAuto).

✅ According to 2018 Annual Report, Top 3 largest shareholders are Amanah Saham Bumiputera (40.81%), Employees Provident Fund Board (8.64%) and Permodalan Nasional Berhad (7.74). Throughout the whole 2019 and the last 5 years, ASB, KWSP and PNB is still on accumulation mode.

✅ I was anticipating UMW will fly high due to its last 3 year historical price pattern (2017-2019 January, share price tend to mark up), its higher than expected contribution from the aerospace segment, a strong rebound in Toyota sales and higher associate (Perodua) contribution, pick-up in construction and mining activities which would spur equipment sales, strengthening of the ringgit and the drying up of selling pressure.

❗️Disclaimers: Stock recommendations and comments presented on this channel are purely for education purposes. All participants should do your own due diligence before performing any decision. Thus, All trading strategies are used at your own risk.

leetm

20 posts

Posted by leetm > 2020-01-30 09:47 | Report Abuse

Time to collect UMW shares. It is below RM4

Hafid

1,135 posts

Posted by Hafid > 2020-02-05 06:37 | Report Abuse

Car no growth already

stingray_ea

2,765 posts

Posted by stingray_ea > 2020-02-14 09:55 | Report Abuse

Buy ??

DestinyL

4,744 posts

Posted by DestinyL > 2020-02-20 09:55 | Report Abuse

This counter is quiet.... too quiet

Aristgan92

149 posts

Posted by Aristgan92 > 2020-02-21 15:54 | Report Abuse

Anyone Know what happen to UMW

drt6398

106 posts

Posted by drt6398 > 2020-02-21 22:32 | Report Abuse

Tax and price increase for ckd cars...

scooter

108 posts

Posted by scooter > 2020-02-22 07:11 | Report Abuse

Price at 1 year lowest

JacLow

358 posts

Posted by JacLow > 2020-02-25 10:24 | Report Abuse

52 Weeks Range: 3.57 - 5.92

Time to top up,umw was rm14 years back..lol

gsi723

907 posts

Posted by gsi723 > 2020-02-25 23:15 | Report Abuse

umw is biggest shareholder of perodua... much more than mbmr

Hafid

1,135 posts

Posted by Hafid > 2020-02-26 15:34 | Report Abuse

3.36 DOWN

eddy888

313 posts

Posted by eddy888 > 2020-02-26 16:54 | Report Abuse

Buy

TakeProfits

1,229 posts

Posted by TakeProfits > 2020-02-26 18:22 | Report Abuse

Everyday you buy...keep going down more and more...down few cents everyday.. to mr2

eddy888

313 posts

Posted by eddy888 > 2020-02-27 15:53 | Report Abuse

Buy

yingkang87

445 posts

Posted by yingkang87 > 2020-02-27 18:14 | Report Abuse

Quarterly report big earn!!! RM200mil profit!!! Fak the buaya sell down to collect cheap!!!

Rowie

471 posts

Posted by Rowie > 2020-02-27 20:43 | Report Abuse

Actually all already bought at high price with no cut loss strategy. Most are holding between 4-8 after averaging. Average long term investor cost is min of 6 ringgit.

Rowie

471 posts

Posted by Rowie > 2020-02-27 20:45 | Report Abuse

Got lucky bought today at average 3.225 hopefully can make 50 Sen if not cut loss at 3.20

firehawk

4,782 posts

Posted by firehawk > 2020-02-27 22:26 | Report Abuse

sold down anticipate a bad Q result?

BUT Q result is good wor!

gsi723

907 posts

Posted by gsi723 > 2020-02-27 23:23 | Report Abuse

Buy n keep la.... most sector also kena hit....

mf

29,133 posts

Posted by mf > 2020-02-28 09:19 |

Post removed.Why?

eddy888

313 posts

Posted by eddy888 > 2020-02-28 12:42 | Report Abuse

SOLD

Quickgain

104 posts

Posted by Quickgain > 2020-03-02 09:45 | Report Abuse

better avoid counter where foreign funds are selling, matter of time dip below 3.

shpg22

2,984 posts

Posted by shpg22 > 2020-03-02 22:12 | Report Abuse

Q result is so so only. Need to offset exceptional item like gain on disposal.

JacLow

358 posts

Posted by JacLow > 2020-03-04 09:34 | Report Abuse

Umw was once rm14..now rm3..

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