Posted by James Ng > 2020-04-04 10:08 | Report Abuse

https://klse.i3investor.com/blogs/general/2020-04-04-story-h1485790461.jsp
[转贴] [APM AUTOMOTIVE HOLDINGS BHD：在缅甸Bago的工厂即将开业；该厂位于Bago河以西约2.6公里处，面积约为30英亩；运营的第一阶段将涉及公共汽车座椅的生产和组装] - James的股票投资James Share Investing

Posted by Nepo > 2020-06-07 09:26 | Report Abuse

Finally APM wakes up due the the incentive given by the government.
Stay tuned..

Posted by Nepo > 2020-06-07 13:44 | Report Abuse

Economy Recovery Plan ( 5 Jun 2020)
APM share price as at 5 Jun 2020 Closing RM 1.75(+ 0.02)

Auto (BAuto, CCB, DRBHICOM, MBM Resources, Tan Chong Motor , UMW & APM)
• Full sales tax exemption on locally assembled cars
• 50% sales tax exemption on imported cars

Posted by yjasonng2020 > 2020-06-10 12:24 | Report Abuse

2020 - no dividend?

Posted by abang_misai > 2020-06-22 20:12 | Report Abuse

Ada 5 sen.

Posted by Miz Raya Bloom > 2020-06-27 13:32 |

Post removed.Why?

Posted by k3nthiew > 2020-07-16 10:12 | Report Abuse

APM's I&P Division is the largest contributor on Rev and Profit, this div rely on the local car manufacturer which are Perodua and Proton, between 2 of them, Proton is the bigger contributor. APM's I&P have perform poorly since 2013 to 1H2018, but things reverse on 2H18 when Proton car sales improved help by X70, Saga and Persona. The I&P div recorded 1.1bil rev and 90mil pbt on FY19 vs 0.9bil rev and 62mil pbt on FY18. With the Proton car sales recorded highest number in the past 6 years on Jun, i believe APM would able to perform on the 2H2020. Stay tuned!!

Posted by Dave92 > 2020-08-21 10:21 | Report Abuse

Car sale up a lot for june n july....
Apm still down?

Posted by RainT > 2020-08-30 19:08 | Report Abuse

why EPF buy this ?

Posted by Titan > 2020-09-09 10:46 | Report Abuse

Why epf buy? Local car sales up alot....meaning apm sales also up. Cash rich. If not mistaken, cash is 1.20c/share? NTA above Rm5. Factory sitting on a gold mine land.

Posted by k3nthiew > 2020-09-17 10:17 | Report Abuse

@RainT, you will have the answer if you study the relationship between Proton's car sales and APM's I&P segment...

Posted by RainT > 2020-09-20 18:21 | Report Abuse

@Titan
@k3nthiew

thanks for information !!

Posted by Vincent CCT > 2020-09-25 15:28 | Report Abuse

insider buying

Posted by k3nthiew > 2020-10-16 13:21 | Report Abuse

Uptrend now...

Posted by k3nthiew > 2020-10-16 13:22 | Report Abuse

betterbuy b4 the 3Q result... result will be fantastic with contribution from Proton

Posted by Nepo > 2020-10-19 15:16 | Report Abuse

Agreed, buy in

Posted by riskabsorber > 2020-10-19 15:47 | Report Abuse

I foresee the major shareholder might initiate a selective capital repayment at RM2.00+, then they no need to loan from bank and privatise the company.

Posted by dompeilee > 2020-11-10 19:49 | Report Abuse

Luckily I averaged my 300 shrs bought for meeting purposes @ 2.60 in '17 down @ 1.69-1.70 in August just before the dividend.

Posted by Nepo > 2020-11-17 19:56 | Report Abuse

Are u sure it is 300 shares not 300 lots..???

Posted by Nepo > 2020-11-20 08:19 | Report Abuse

Latest QR result (30 Sept 2020) promising.

=================..===================..=================..=============
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.
The Group’s overall performance in the fourth quarter of 2020 is expected to be challenging and may
even experience a decline, particularly in view of Bank Negara’s revision of Malaysia’s gross domestic
product (GDP) growth forecast for 2020 to between -3.5% and -5.5% from -2% and 0.5%, due mainly to
changes in world growth forecasts and the unprecedented length of the MCO, CMCO and RMCO.
The Group’s forecast is further compounded by the present political uncertainties locally and abroad
(especially that of the United States of America) and the expected disruption to the Group’s operations in
light of the anticipated the second and possibly the third wave of the COVID-19 pandemic
In Thousands of RM 30-Sep-20 30-Jun-20 Amount % 30-Sep-20 30-Jun-20 Amount %
Suspension 57,301 20,247 37,054 183.0% 4,142 (4,886) 9,028 184.8%
Interior & Plastics 237,994 89,668 148,326 165.4% 21,190 (9,945) 31,135 313.1%
Electricals & Heat Exchange 30,012 10,708 19,304 180.3% (238) (1,721) 1,483 86.2%
Marketing 70,296 31,901 38,395 120.4% 1,518 (648) 2,166 334.3%
Non-reportable segment 13,040 9,515 3,525 37.0% (361) (2,477) 2,116 85.4%
Indonesia Operations 13,068 8,288 4,780 57.7% (4,408) (3,951) (457) -11.6%
All Other Segments 35,987 36,341 (354) -1.0% 1,571 778 793 101.9%
457,698 206,668 251,030 121.5% 23,414 (22,850) 46,264 202.5%
Eliminations (123,882) (55,089) (68,793) -124.9% 39 131 (92) -70.2%
333,816 151,579 182,237 120.2% 23,453 (22,719) 46,172 203.2%
Changes Changes
Segment Revenue Segment Profit/(Loss) Before Tax
Page 18
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 (CONT’D)
Nonetheless, the Group will remain vigilant and continue with its austerity measures which include, interalia deferring capital expenditure, maintaining salary reduction, hiring freeze, cost rationalization and
participating in the Government’s Prihatin program to conserve cash flows.
The Group will also continue its focus on long-term plans and strategies for business sustainability and
continue to strive for greater success expeditiously through mergers, acquisitions, strategic partnerships,
joint-ventures and alliances.
All in all, the Group remains cautiously optimistic in view of the progress shown towards development of
the COVID-19 vaccine but do not foresee pre-pandemic performance revival to occur in the short term.

Posted by dompeilee > 2020-11-20 15:03 | Report Abuse

Bought some APM
16/01/2020 3:44 PM

dompeilee Luckily I averaged my 300 shrs bought for meeting purposes @ 2.60 in '17 down @ 1.69-1.70 in August just before the dividend.
10/11/2020 7:49 PM

Yes because at that time, I only wanted 2 attend AGM & collect free stuff =)

Waoowwww APM!!!!! Flyyyy!!!

Posted by k3nthiew > 2020-11-26 10:05 | Report Abuse

Founder super confidence... buying from 1.65 to current 2.08 and still buying!!

Posted by Titan > 2020-11-30 08:16 | Report Abuse

I will be too if I know my current factory is sitting on a gold mine. That land has not been revalued for donkey years. It is cash-rich and way below its NTA

Posted by k3nthiew > 2020-12-02 10:50 | Report Abuse

Looks like big news coming... privatization??

Posted by k3nthiew > 2020-12-02 10:51 | Report Abuse

Give me Rm4... i may consider =)

Posted by beluga > 2020-12-02 16:03 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/12/02/perodua-hits-record-daily-sale-of-5027-cars-on-nov-30

Posted by beluga > 2020-12-02 16:04 | Report Abuse

“Over 90% of our components are locally-sourced, and coupled with our sales volume, this generates significant business for Malaysian component suppliers..."

Posted by k3nthiew > 2020-12-02 19:56 | Report Abuse

https://paultan.org/2020/12/02/proton-sold-11411-cars-in-november-2020/

Posted by Start_0f_the_bull > 2020-12-03 09:43 | Report Abuse

While APM price surges, the parent company Tan Chong Consolidated still selling cheap at 115c only.

Posted by Start_0f_the_bull > 2020-12-03 10:19 | Report Abuse

Next one to fly could be Tchong (4405).

Posted by Nepo > 2020-12-03 13:56 | Report Abuse

omg..miss the boat..

Posted by Titan > 2020-12-04 11:16 | Report Abuse

If tp is rm3, then still ada room to up. No miss boat yet...lol. not yet even 50% of nta

Posted by k3nthiew > 2020-12-07 10:51 | Report Abuse

Yes... unusual... maybe is privatize or asset disposal

Posted by riskabsorber > 2020-12-08 09:54 | Report Abuse

Not likely will privatize from my point of view.
1) Capex need for Indonesia
2) Controlling party are holding lesser than 50%, and the volume traded is also lesser than 200k per day. (No risk of hostile takeover)
3) Low ROE (<3% per year)
4) High NTA but not generating high return (CEO big salary to themselves)

Posted by k3nthiew > 2020-12-09 09:18 | Report Abuse

Dato Tan keep buying from market, even at 2.65

Posted by k3nthiew > 2020-12-09 09:18 | Report Abuse

Keep your shares!!

Posted by Nepo > 2020-12-13 13:02 | Report Abuse

So good Dtk support the price

Posted by beluga > 2020-12-18 15:19 | Report Abuse

It will go back to RM4 . https://www.thestar.com.my/business/business-news/2020/12/18/vehicle-sales-continue-to-rise

Posted by Nepo > 2020-12-30 06:15 | Report Abuse

本地组装汽车 免销售税至6月
https://www.chinapress.com.my/?p=2340511

Posted by beluga > 2020-12-30 17:16 | Report Abuse

https://www.thestar.com.my/business/business-news/2020/12/30/new-year-cheer-for-auto-sector

Posted by beluga > 2020-12-30 17:16 | Report Abuse

The vehicle sales tax exemption, which is supposed to end tomorrow, has been extended until June 30,2021.

Posted by dompeilee > 2020-12-30 19:06 | Report Abuse

I'm still hanging to every single share, from the small amounts bought in '17 (partially sold for a profit in late '17) & averaged down big in the 1.60s just a few months ago =)

Posted by chin5675 > 2021-01-20 17:41 | Report Abuse

Any good news bro?

Posted by RainT > 2021-01-31 16:58 | Report Abuse

APM profit margin so low for many years

can invest this kind of company ?

Posted by chin5675 > 2021-02-09 17:58 | Report Abuse

going up now

Posted by chin5675 > 2021-02-10 12:45 | Report Abuse

Very stable company

Posted by RRWin89 > 2021-03-04 09:32 | Report Abuse

how good is ATIVA?

Posted by Snake > 2021-03-06 20:59 | Report Abuse

Buy &,Keep

Posted by beluga > 2021-03-18 16:36 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/03/18/auto-sector-back-in-high-gear

will do well this company.

Posted by Titan > 2021-03-19 07:17 | Report Abuse

Dato every day eats a bit here and there. I just wondering is this his hobby or just to pass time....hehe. Anyway, keep up buying the shares. Eventually, he might end up MGO but by then i might be 100 yrs old.....lol......