Posted by enigmatic ¯\_(ツ)_/¯ > 2019-11-23 01:44 | Report Abuse

not too bad compared to last year

Posted by Ncm88 > 2019-11-23 07:55 | Report Abuse

Indonesia drag them down a lot lah 8m loss

Posted by Nepo > 2019-11-23 11:00 | Report Abuse

Poor QR, probably loss RM 2 support...

Cash 300,209 +Other investment 40,531 - loan (69,412) = RM 271,328/219498 shares
= RM 1.236 per share.

Posted by riskabsorber > 2019-11-23 14:55 | Report Abuse

Definitely poor QR result with RM1.236 cash per shares, put in FD @4% could be better return than their result. RM1.236 X 4% = ~5sen or 1.25 sen per quarter.

Posted by warrior > 2019-11-23 16:52 | Report Abuse

Current price RM2.03 is reasonable.

Posted by warrior > 2019-11-23 16:53 | Report Abuse

EPF strive to sell higher than that.

Posted by warrior > 2019-11-23 18:39 | Report Abuse

APM is doing business, it is normal for QR results to go up and down.

Posted by human > 2019-11-24 10:05 | Report Abuse

Established company like apm has to be assess from annual basis. Qtr evaluation not reflective of the company performance.

Posted by Ncm88 > 2019-11-24 10:25 | Report Abuse

Sales going up this quarter with 2m increase . Any dip tomorrow i will add more

Posted by Titan > 2019-11-25 09:09 | Report Abuse

Ya, disappointing QR. Revenue all time high but profit like shit. Plastic and interior segment doing very well which double-digit gtowth and profit but other segment really cannot see 1. Is ok. Drop to 1.90, i add more...

Posted by Ncm88 > 2019-11-25 12:43 | Report Abuse

Added another 1.96 thanks for throwing

Posted by Ncm88 > 2019-11-26 21:21 | Report Abuse

Looks like many have cut loss...

Posted by luistan > 2019-11-27 09:59 | Report Abuse

Spend half of cash repurchase own shares is best way to increase per share earnings.

Posted by Titan > 2019-11-28 07:30 | Report Abuse

is not company buy back. It is director buy for himself. So, it won't increase the per share earning.

Posted by Ncm88 > 2019-11-28 07:45 | Report Abuse

Titan manage to grab low after QR release ? This stock doesnt seem to have many retailers hehe about to go north soon

Posted by Titan > 2019-11-28 08:40 | Report Abuse

din drop to 1.90....so din buy. This stk has very thin market float. Big boss hold a lot and have many big institutions.

Posted by GreatDreamer > 2019-11-28 11:38 | Report Abuse

Finally, Key Shareholders Dato Tan HC start buying again on 25/11/19 with 20k share @ RM2.00 after stop buying for a few months.

If Overseas biz downturn is temporary, APM may maintain the same dividend since there is plenty of cash in hand.

For local biz, good performance most likely be maintain since BNM can lower interest rate again and again next year..... this will stimulate car volumn sold..

Posted by k3nthiew > 2019-12-04 10:43 | Report Abuse

https://www.theedgemarkets.com/article/proton-doubles-nov-2019-sales-volume-yoy-9643-cars

Sure APM will rebound sharply next quarter

Posted by riskabsorber > 2019-12-07 22:24 | Report Abuse

Proton no longer their client. Please refer to their website and also during the DRBHicom AGM.

Posted by shareinvestor88 > 2019-12-08 01:17 | Report Abuse

sell tp 1

Posted by shareinvestor88 > 2019-12-08 09:54 | Report Abuse

poor qtr sell tp 1

Posted by Titan > 2019-12-09 15:56 | Report Abuse

hi risk, can share the link. Search both apm and proton website but unable to find the info you said. Thanks

Posted by Titan > 2019-12-10 10:04 | Report Abuse

APM has a strong support at RM2. Chart wise it is consolidating and side way. RSI gaining momentum and MACD pointing upwards. I believe it should start to rebound......my 2c analysis only. Dunno can use o not....lol

Posted by Ncm88 > 2019-12-10 17:56 | Report Abuse

Going up sowly....

Posted by chkhooju > 2019-12-10 22:55 | Report Abuse

I prefer the slow and steady pace. Must not move too fast.

Posted by Titan > 2019-12-12 01:12 | Report Abuse

Chart wise, it looks good. It starts to turn upward and it is gaining momentum. Hopefully, it can turn into uptrending.stock.

Posted by Titan > 2019-12-13 10:51 | Report Abuse

if today can close at 2.21...then will be nice.

Posted by Titan > 2019-12-16 11:21 | Report Abuse

Next QR should report a better result.

Posted by Titan > 2019-12-20 11:32 | Report Abuse

x70 is now CBU in malaysia and it is still selling like hot cakes. Wonder how much APM benefit from it. Generally the interior will be locally source.

Posted by Jeffreyteck > 2020-01-03 10:46 | Report Abuse

Believe just push up before poorer Dec results yoy announcement, last Dec is simply too good.

Posted by Titan > 2020-01-03 10:59 | Report Abuse

Jeffrey, i believe the next QR should report a decent result. Last Q was bad due to some retrenchment compensation in Indonesia which reported bad results for the last few quarters and thus pull down the entire group profit. Hopefully, with the retrenchment, the operation in Indonesia will report breakeven result and then the overall group result should be good.

Posted by luistan > 2020-01-08 19:15 | Report Abuse

Until now Apm begining buy back it own shares..it is good news for company and shareholder...keep the pace.

Posted by Titan > 2020-01-09 09:06 | Report Abuse

seem like no institution is interested in this counter. Only company and also director trying to continue to accumulate the shares at low price. Will privatization on the card? I know that their current landbank in seri kembangan is worth a gold. Will they divest that into property and move the factory to somewhere else? Extremely boring counter. Shall wait till end Feb to see the QR.

Posted by Titan > 2020-01-15 12:37 | Report Abuse

Holding tight tight to this. I think something is brewing. Volume is super low. Company is doing buy back and i think director is also trying to buy back all the low price unit....

Posted by Nepo > 2020-01-15 12:38 | Report Abuse

It seems that sb or a group of investors are accumulating the stock or the stock has good news to announce...

Posted by Titan > 2020-01-16 08:10 | Report Abuse

I dun think a group of investors buying buy more like the director and share buyback. Seem like they trying to accumulate as much as possible at low price but currently not much seller. The volume is super low. Next Qr will be in Feb and shall wait for the result. They have carried out retrenchment exercise for the Indonesia plant which has been reporting a loss for a couple of quarters and dragging down the entire earning but I doubt the retrenchment will give exponential growth or earning. At the current price, it is near the lowest. I guess the safety margin is there and if they can continue to pay high div, it is suitable to be included in my portfolio.

Posted by Nepo > 2020-01-16 11:53 | Report Abuse

@Titan, agreed
Buy call. Don't miss this low risk opportunity to buy in.

Posted by Nepo > 2020-01-16 13:45 | Report Abuse

Down risk is backed

Posted by Nepo > 2020-01-21 17:18 | Report Abuse

It looks like sb is holding the price to prevent it to lose below certain level..

Posted by Nepo > 2020-02-06 05:58 | Report Abuse

Good news to APM
https://www.enanyang.my/?p=1355450

Posted by Titan > 2020-02-13 14:33 | Report Abuse

NAP 2020 to be launch next friday . Will APM get any kang tau?https://www.theedgemarkets.com/article/national-automotive-policy-2020-be-launched-next-friday

Posted by Nepo > 2020-02-21 19:19 | Report Abuse

Hi, anyone familiar with APM automotive biz?
If govt remain the policy of issuance AP for imported car, is it good or bad to APM?

Posted by Nepo > 2020-02-21 21:14 | Report Abuse

https://www.enanyang.my/?p=1363341
Good news

Posted by Nepo > 2020-02-22 05:48 | Report Abuse

https://www.enanyang.my/?p=1363339
NAP 2020

Posted by Nepo > 2020-02-22 08:47 | Report Abuse

As at 31 Dec 2019 Quarterly Report (Quarter 4)
Commentary on Prospects

APM AUTOMOTIVE HOLDINGS BERHAD (Registration No. 199701009342 (424838-D))
PART B: EXPLANATORY NOTES PURSUANT TO MAIN MARKET LISTING REQUIREMENTS
OF BURSA MALAYSIA SECURITIES BERHAD
B3. COMMENTARY ON PROSPECTS AND TARGETS, STRATEGIES AND RISKS

APM is principally involved in the design, manufacturing, assembly and production of automotive and mobility components. APM’s main operation is located in Malaysia but it is also present in various other jurisdictions including United States of America, Netherlands, Australia, Thailand, Vietnam and the Republic of Indonesia.

In general, we expect local and global market conditions in Q1 to soften going into 2020 due to the
uncertainty caused by the Covid-19 outbreak. Disruption in the supply chain remains a major concern as many of our plants source for parts and components from China and practise the “Just-in-time”inventory strategy where materials are procured on a need basis to reduce waste and inventory holding costs.

The ongoing friction between the US and China is also another concern for the company even though “Phase One” of a trade agreement has since been signed by the economic powerhouses. We see the simmering tension between these two countries to persist into 2020 as they enter into a second round of talks for “Phase Two” of their trade agreement, which many believe, is more challenging than “PhaseOne”.

However, diversification has always been part of APM’s overall strategy to counter global economic
uncertainties as we aim to minimize our risks exposure and limit potential losses by not concentrating all our capital and resources solely in one jurisdiction or products, hence, our presence in various international markets.

In this respect, our plant in Bago, Myanmar is due to commence operation soon. Located around 2.6km to the west of Bago River, this plant is approximately 30 acres in size. Phase One of operations will involve the production and assembly of bus seats. This Bago plant is a catalyst enabling our entry into the Indo-China automotive market, which is believed to be currently experiencing rapid growth.

Plans are also underway to enhance our market presence in Indonesia, commencing with the recent acquisition of a strategically located piece of industrial property measuring approximately 25,788 m2 in the first phase Kota Deltamas. This piece of property is located not far from Hyundai Motor’s first new USD1.5B manufacturing plant in Indonesia which is reputed to have the capacity of producing up to250,000 vehicles annually.

Additionally, the much anticipated stimulus package from the Government to dampen the impact of the Covid-19 outbreak in Malaysia should allay fears of an economic meltdown. We share the sentiments with those who believe that the epidemic is temporary and global rebound can be expected in the near future.

Our prospect going into 2020 remains challenging and of concern. The changes in policies and
regulations as well as economic and currency uncertainties are the primary factors that could affect
APM’s performance. In this respect, APM will continue to exercise prudence in its business dealings and emphasis in cost management as well as operational efficie

Posted by Nepo > 2020-02-23 15:30 | Report Abuse

It is so cool here, look like no one is interested in this counter...

Posted by Jeffreyteck > 2020-03-04 10:22 | Report Abuse

Support....TP1.50.

Posted by Nepo > 2020-03-15 06:19 | Report Abuse

Support support...

Posted by Titan > 2020-03-17 08:59 | Report Abuse

y support at 1.50? If 1.50, i go hood this bugger...

Posted by Jeffreyteck > 2020-03-23 08:10 | Report Abuse

When auto market was doing well last two years it also can't perform, now? Hicom from 2.80 to around 1.00 etc. Only positives are high NTA and DY but substantial current assets put minority SHs at risk as they are not aware of its quality unless disclosure standards improved.