Posted by Victor Yong > 2020-01-24 08:21 | Report Abuse

CGS-CIMB Research said the surprise move indicates that policymakers may be more pragmatic in future MPC decisions, particularly if financial flows and the ringgit remain orderly, leaving open the possibility that the next cut may happen quicker than 2H20, which is its base case assumption.

It pointed out OPR cuts are positive for cyclical sectors such as property (top pick: Sime Darby Property), auto (top pick: BERMAZ AUTO), and consumer (top pick: Power Root) due to the increase in consumers

Posted by Victor Yong > 2020-01-24 08:56 | Report Abuse

Winners: Property and REITs, automotive players

The reduced OPR rate will reduce borrowing costs for house buyers as well as as for property developers, and could spur home building and buying activities, said TA Research.

Based on its sensitivity analysis, a 25bps cut in lending rate could decrease monthly repayment of a 30-year loan by 2.9%, assuming the banks adjust their base rates (BRs) accordingly.

“Although we note a 2.9% decrease in monthly repayment alone is insufficient to convince consumers to commit to big ticket purchase, we expect consumer sentiment to improve, as lower instalment on loans will free up some cash flows for future spending and improve repayment capabilities, ” the research house said.

An easing interest rate environment, it said, would also result in lower borrowing costs for REITs to acquire future assets.

It added that interest rate cuts could also enhance the attractiveness of REITs as the yield of other fixed-income instruments decline.

Reiterating its “overweight” stance on the property sector, the research house believes the property market is showing signs of bottoming out and that developers should catch up in terms of share price movement.

“With various efforts to spur housing market activities, we believe there are trading opportunities to buy undervalued developers, ” it said.

CGS-CIMB, meanwhile, believes the impact on the property sector will be negligible.

It estimated that every 25bp reduction in borrowing rate would reduce the monthly instalment for mortgage loans by 1%-3%, depending on the loan tenure.

“Homebuyers’ purchasing power will likely increase in tandem but we expect the upside to be limited, especially for properties in the affordable range of RM300,000-RM500,000, ” it said.

Based on its sensitivity analysis, every 25bp cut in borrowing rate would reduce the monthly housing loan instalment by only about RM32-RM68 or raise a buyer’s eligible loan amount by RM3,000 to RM15,000.

“While the sentiment to purchase properties will likely improve due to lower loan instalments, this could be offset by Malaysia’s muted GDP growth and slowing household income trend, ” it said.

As for the automotive sector, it also sees minimal direct impact to total industry volume (TIV), based on historical data.

Nevertheless, it expects the latest 25bp rate cut could facilitate its estimate of a 1.8% year-on-year TIV growth for the auto sector in 2020, given the more favourable environment for Malaysian consumers.

MIDF Research said the rate cut should be positive for underlying auto demand, but expects sector earnings to be offset by a weaker ringgit as an implication.

Posted by Victor Yong > 2020-01-28 11:54 | Report Abuse

Market Cap: 2,176 Million
NOSH: 1,164 Million
Avg Volume (4 weeks): 3,578,111
4 Weeks Range: 1.86 - 2.13
4 Weeks Price Volatility (%):
3.70%
52 Weeks Range: 1.86 - 2.78
52 Weeks Price Volatility (%):
1.09%
Average Price Target: 2.58
Price Target Upside/Downside: +0.71

Posted by Victor Yong > 2020-01-28 11:54 | Report Abuse

Date Price Target Source News
16/01/2020 2.65 KENANGA Price Target News
17/12/2019 2.38 HLG Price Target News
16/12/2019 2.70 MIDF Price Target News
11/12/2019 2.51 PUBLIC BANK Price Target
11/12/2019 2.85 MIDF Price Target News
11/12/2019 2.65 KENANGA Price Target News
11/12/2019 2.38 HLG Price Target News
11/12/2019 2.35 AmInvest Price Target News
11/12/2019 2.06 AffinHwang

Posted by Victor Yong > 2020-01-28 11:55 | Report Abuse

Bermaz Auto - Mazda CX-30 Racing Fast to the Market
Date: 16/01/2020

Stock : BAUTO Source : KENANGA
Price Target : 2.65
Last Price : 1.93


The all-new Mazda CX-30 has been officially launched at RM143k-173k, positioned between the CX-3 and CX-5 in terms of price and size, with sales targeted at c.100-200 units/month. Combined with CX-5 and CX-8, they are expected to make up to 70% of total BAUTO’s sales. The current version is CBU from Japan, while the CKD version is only viable for production when demand reaches 3k units/year. We reiterate our OP call with a TP of RM2.65 on the basis of above-industry profit margin and steady high dividend yield of c.7%.

The all-new Mazda CX-30 was officially launched at RM143k-173k, which places it between the CX-3 (RM128k) and CX-5 (RM133kRM182k) in terms of price and size, and targeted to hit sales of around 100-200 unit/month. Note that, 100 units is expected to be delivered in January 2020, while 125 units is on shipment, expected to arrive in 1st week of February. Combined with CX-5 and CX-8, they make up to 70% of our total sales expectation for the year. The current version is a CBU from Japan based on the Mazda 3 platform, while BAUTO noted that the CKD version is only viable for production if demand reaches 3k units/year. The CX-30 is expected to serve as an alternative choice for consumer opting between CX-5 and CX-3.The launching event was presented by Dato’ Sri Ben Yeoh (Executive Chairman), Dato Francis Lee (CEO), Dato Amer Hamzah (Prima Merdu Executive Chairman), Hiroshi Inoue-San (President, Mazda South East Asia Ltd), Naohito Saga-san (Mazda Japan Program Manager), and Susumu Niinai-San (Mazda Japan ASEAN Business Office general manager).

Mazda CX-30 specification. Pricing-wise, the 2.0G retails at RM143k on-the-road without insurance, the 2.0G High at RM164k, while the 1.8D High goes for RM173k, with 5-year/100,000 km manufacturerbacked warranty and a 5-year free maintenance package. Powering this car is a 2.0 litre Skyactiv-G power-train that delivers 162 HP at 6,000 rpm and 213 Nm of torque at 4,000 rpm, driving the front wheels via a 6-speed automatic gearbox. The range-topping 1.8 litre diesel produces 116 PS at 4,000 rpm and 270 Nm of torque from 1,600 to 2,700 rpm. Like the Mazda 3, the front gets MacPherson struts, and the rear a torsion beam setup, while the inside is almost identical to the Mazda 3 hatch. Other additions include: latest 8.8-inch full-colour infotainment display (support for Apple CarPlay and Android Auto), boot volume rated at 430 litres (1,432 litres with the rear seats folded), for safety, the 2.0 High variant gets seven airbags including driver’s knee airbags, hill start assist, emergency stop signal, ISOFIX child seat mounts, the usual three-lettered acronyms and several i-ActivSense advanced safety systems.

Exciting new launches starting 2QFY20. BAUTO had earlier launched the all-new Mazda 3 Sedan and Hatchback (CBU, July 2019), face-lifted and turbo variants of CX-5 (CKD, 22nd October), all-new CX- 8 (CKD, 13th November), and all-new CX-30 (CBU, 15th January 2020). BAUTO will introduce the face-lifted CX-3 (by 1QCY20), face-lifted Mazda 2 (1HCY20) and all-new Mazda MX-30 (based on demand, introduced at the Tokyo Motor Show, with estimated launch in CY2020/CY2021), and tentatively in two formats; (i) full EV, and (ii) range extender powered by a small rotary engine (necessary for other markets where daily commutes are longer or Malaysia which lacks EV infrastructure).

Maintain OUTPERFORM with unchanged TP of RM2.65 based on 13x CY20E EPS (at -0.5SD of its historical 3-year Fwd. PER mean). We like BAUTO for its: (i) expected earnings recovery from the stream of all-new models, (ii) superior margins above industry peers (average profit margin of c.9% vs. peers of c.2%), and (iii) steady dividend yield of c.7%. Risks to our call include: (i) lower-than-expected car sales volume, and (ii) unfavourable forex.

Source: Kenanga Research - 16 Jan 2020

Posted by Victor Yong > 2020-01-28 11:56 | Report Abuse

24-Jan-2020 Insider DATO' AMER HAMZAH BIN AHMAD (a substantial shareholder) acquired 100,000 shares on 23-Jan-2020.
24-Jan-2020 Insider DATO' AMER HAMZAH BIN AHMAD (a substantial shareholder) acquired 200,000 shares on 22-Jan-2020.
24-Jan-2020 Insider DATO' LEE KOK CHUAN (a substantial shareholder) acquired 100,000 shares on 23-Jan-2020.
24-Jan-2020 Insider DATO' LEE KOK CHUAN (a substantial shareholder) acquired 200,000 shares on 22-Jan-2020.
24-Jan-2020 Insider DYNAMIC MILESTONE SDN BHD (a substantial shareholder) acquired 100,000 shares on 23-Jan-2020.
24-Jan-2020 Insider DYNAMIC MILESTONE SDN BHD (a substantial shareholder) acquired 200,000 shares on 22-Jan-2020.
24-Jan-2020 Insider DATO' SRI YEOH CHOON SAN (a substantial shareholder) acquired 100,000 shares on 23-Jan-2020.
24-Jan-2020 Insider DATO' SRI YEOH CHOON SAN (a substantial shareholder) acquired 200,000 shares on 22-Jan-2020.
24-Jan-2020 Insider DATO' SRI YEOH CHOON SAN (a company director) acquired 100,000 shares on 23-Jan-2020.
24-Jan-2020 Insider DATO' SRI YEOH CHOON SAN (a company director) acquired 200,000 shares on 22-Jan-2020.
24-Jan-2020 Insider DATO' LEE KOK CHUAN (a company director) acquired 100,000 shares on 23-Jan-2020.
24-Jan-2020 Insider DATO' LEE KOK CHUAN (a company director) acquired 200,000 shares on 22-Jan-2020.
23-Jan-2020 Blog Automotive - Beyond the Finish Line
22-Jan-2020 Additional Listing Employees Share Scheme - Options - 93,800 shares at 1.850.
22-Jan-2020 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 2,300,000 shares on 21-Jan-2020.
21-Jan-2020 Insider KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (a substantial shareholder) acquired 785,000 shares on 20-Jan-2020.
20-Jan-2020 Insider EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) acquired 200,000 shares on 15-Jan-2020.

Posted by Victor Yong > 2020-01-28 14:48 | Report Abuse

BAUTO Financial Information
Market Capital (RM) 2.176b
Number of Share 1.164b
EPS (cent)* 18.22
P/E Ratio 10.26
ROE (%) 43.80
Dividend (cent)^ 21.250
Dividend Yield (%) 11.36
Dividend Policy (%) 40

Posted by Victor Yong > 2020-01-28 14:51 | Report Abuse

BAUTO Shareholding Changes
Date of change Shares Director/
Substantial Shareholder
23 Jan 2020 Acquired
100,000 Dato' Amer Hamzah Bin Ahmad
23 Jan 2020 Acquired
100,000 Dato' Sri Yeoh Choon San
23 Jan 2020 Acquired
100,000 Dato' Lee Kok Chuan
23 Jan 2020 Acquired
100,000 Dynamic Milestone Sdn Bhd
23 Jan 2020 Acquired
100,000 Dato' Sri Yeoh Choon San
23 Jan 2020 Acquired
100,000 Dato' Lee Kok Chuan
22 Jan 2020 Acquired
200,000 Dato' Amer Hamzah Bin Ahmad
22 Jan 2020 Acquired
200,000 Dato' Sri Yeoh Choon San
22 Jan 2020 Acquired
200,000 Dato' Lee Kok Chuan
22 Jan 2020 Acquired
200,000 Dynamic Milestone Sdn Bhd

Posted by Victor Yong > 2020-01-28 14:54 | Report Abuse

On prospects, in its most recent results announcement to Bursa Malaysia, BAuto is optimistic about the recent launch of its all-new Mazda 3, Mazda CX-8, and the Mazda CX-5 (which includes the 2.5L Turbo variant in Malaysia) and the expected launch of the all-new Mazda CX-30 during the coming quarter.

In the Philippines, it plans to capitalise on the absence of excise duty on pickup trucks to bring in its new Mazda BT-50 model in FY21.

Posted by Victor Yong > 2020-01-28 15:05 | Report Abuse

5248 BAUTO BERMAZ AUTO BERHAD
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
Dealings Outside Closed Period
You are advised to read the entire contents of the announcement or attachment.
To read the entire contents of the announcement or attachment, please access
the Bursa website at http://www.bursamalaysia.com

24/01/2020 07:00 AM


Ref Code: 202001243000100

Posted by Victor Yong > 2020-01-28 15:54 | Report Abuse

Announcement Date Subject Amount Ex Date
10/12/2019 Second Interim Dividend Malaysian Ringgit (MYR) 0.0275 17/12/2019
13/09/2019 Interim Dividend 0.0325 09/10/2019
12/06/2019 Interim Dividend 0.035 09/07/2019
12/06/2019 Special Dividend 0.07 09/07/2019
13/03/2019 Interim Dividend 0.045 05/04/2019
12/12/2018 Second interim dividend 0.0375 27/12/2018
13/09/2018 Interim Dividend 0.025 08/10/2018
12/06/2018 Interim Dividend 0.023 06/07/2018
12/06/2018 Special Dividend 0.027 06/07/2018
12/03/2018 Interim Dividend 0.023 06/04/2018
08/12/2017 Second interim dividend 0.016 12/01/2018
11/09/2017 First Interim Dividend 0.015 09/10/2017
13/06/2017 Interim Dividend 0.0315 07/07/2017
14/03/2017 Interim Dividend 0.0275 06/04/2017

Posted by Victor Yong > 2020-01-28 16:07 | Report Abuse

dividend yield 11%+ based on current price :)

Posted by Victor Yong > 2020-01-28 16:12 | Report Abuse

loved by institutional funds due to high dividend yield

KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 21-Jan-2020 Acquired 2,300,000
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 20-Jan-2020 Acquired 785,000
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 16-Jan-2020 Acquired 2,200,000 EMPLOYEES PROVIDENT FUND BOARD 15-Jan-2020 Acquired 200,000
EMPLOYEES PROVIDENT FUND BOARD 14-Jan-2020 Acquired 200,000
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 14-Jan-2020 Acquired 1,546,500
KUMPULAN WANG PERSARAAN (DIPERBADANKAN) 14-Jan-2020 Acquired 50,000
EMPLOYEES PROVIDENT FUND BOARD 13-Jan-2020 Acquired 200,000

Posted by Victor Yong > 2020-01-28 16:13 | Report Abuse

History - direct biz transactions in 2019

Date Price Change Dir-Volume Day Volume Dir-Value Day Value Avg Price % of Total Share Remarks

19/09/2019 00:00:00 2.3100 0.0100 1.100m 1.100m 2.541m 2.541m 2.3100 0.0946 -
29/08/2019 00:00:00 2.2900 -0.0100 1.800m 1.800m 4.122m 4.122m 2.2900 0.1547 -
28/08/2019 00:00:00 2.3100 - 3.000m 3.000m 6.930m 6.930m 2.3100 0.2579 -
16/07/2019 00:00:00 2.6600 0.0100 768,000 4.000m 2.043m 10.640m 2.6600 0.0660 -
16/07/2019 00:00:00 2.6600 0.0100 1.516m 4.000m 4.033m 10.640m 2.6600 0.1303 -
16/07/2019 00:00:00 2.6600 0.0100 1.716m 4.000m 4.565m 10.640m 2.6600 0.1475 -
02/07/2019 00:00:00 2.7300 0.0300 278,700 278,700 760,851 760,851 2.7300 0.0240 -
01/07/2019 00:00:00 2.7000 0.0400 2.390m 2.390m 6.453m 6.453m 2.7000 0.2054 -
24/06/2019 00:00:00 2.5900 -0.0100 2.780m 5.000m 7.200m 12.950m 2.5900 0.2390 -
24/06/2019 00:00:00 2.5900 -0.0100 2.220m 5.000m 5.750m 12.950m 2.5900 0.1908 -
20/06/2019 00:00:00 2.5800 0.0300 3.000m 3.000m 7.740m 7.740m 2.5800 0.2579 -
13/06/2019 00:00:00 2.4000 - 3.518m 3.518m 8.444m 8.444m 2.4000 0.3025 -
08/05/2019 00:00:00 2.3800 0.0100 101,800 101,800 242,284 242,284 2.3800 0.0088 -
02/05/2019 00:00:00 2.3800 -0.0200 1.884m 1.884m 4.485m 4.485m 2.3800 0.1620 -
18/04/2019 00:00:00 2.3500 - 195,600 195,600 459,660 459,660 2.3500 0.0168 -
26/03/2019 00:00:00 2.3200 0.0100 10.422m 10.422m 24.180m 24.180m 2.3200 0.8961 -
25/03/2019 00:00:00 2.3300 - 231,400 231,400 539,162 539,162 2.3300 0.0199 -
11/03/2019 00:00:00 2.2000 - 128,800 128,800 283,360 283,360 2.2000 0.0111 -
01/03/2019 00:00:00 2.1800 -0.0100 81,100 81,100 176,798 176,798 2.1800 0.0070 -
21/02/2019 00:00:00 2.2300 - 28,300 526,900 63,109 1.175m 2.2300 0.0024 -
21/02/2019 00:00:00 2.2300 - 498,600 526,900 1.112m 1.175m 2.2300 0.0429 -
29/01/2019 00:00:00 2.1000 -0.1100 3.800m 23.624m 7.980m 49.611m 2.1000 0.3267 -
29/01/2019 00:00:00 2.1000 -0.1100 2.404m 23.624m 5.049m 49.611m 2.1000 0.2067 -
29/01/2019 00:00:00 2.1000 -0.1100 100,000 23.624m 210,000 49.611m 2.1000 0.0086 -
29/01/2019 00:00:00 2.1000 -0.1100 6.347m 23.624m 13.329m 49.611m 2.1000 0.5458 -
29/01/2019 00:00:00 2.1000 -0.1100 6.500m 23.624m 13.650m 49.611m 2.1000 0.5589 -
29/01/2019 00:00:00 2.1000 -0.1100 2.000m 23.624m 4.200m 49.611m 2.1000 0.1720 -
29/01/2019 00:00:00 2.1000 -0.1100 2.153m 23.624m 4.521m 49.611m 2.1000 0.1851 -
29/01/2019 00:00:00 2.1000 -0.1100 320,000 23.624m 672,000 49.611m 2.1000 0.0275

Posted by Victor Yong > 2020-01-28 16:25 | Report Abuse

RM2.78 on 9 July 2019 fell to below RM1.9 now, a good buy today :)

Posted by Victor Yong > 2020-01-28 16:39 | Report Abuse

Inokom is involved in the assembly of passenger cars, multi utility vehicles, sport utility vehicles, multi-purpose vehicles and light commercial vehicles. Its manufacturing facility is located in Padang Meha, Kulim, occupying 200 acres of freehold land. Production first commenced in August 1997.

The Company is owned by a consortium of corporate shareholders, which constitutes of Sime Darby Motors Sdn. Bhd. (51%), Sime Darby Hyundai Sdn Bhd (5%), Hyundai Motor Company of South Korea (15%), and Bermaz Auto Berhad (29%)????????????????????????????

Sime Darby Motors is the automotive arm of Sime Darby Berhad and is involved in the retail, distribution and assembly businesses. It has a presence in nine countries across the Asia Pacific region.

With over 40 years of experience, Sime Darby Motors is a major industry player in the Asia-Pacific region. Sime Darby Motors currently represents 29 brands, ranging from luxury brands (such as BMW, McLaren and Rolls-Royce) to various mass market brands like Ford, Peugeot and Hyundai, and trucking names like Hino and Mack.

Posted by Victor Yong > 2020-01-29 09:16 | Report Abuse

Quick3 :)

5248 BAUTO BERMAZ AUTO BERHAD
Changes in Sub. S-hldr's Int (Section 138 of CA 2016)

Particulars of Shareholder 36

Name : KUMPULAN WANG PERSARAAN (DIPERBADANKAN)
NRIC/Passport No./Company No. : KWAPACT6622007
Nationality/Country of Incorporation : Malaysia

Address:
Kumpulan Wang Persaraan (Diperbadankan) Level 36, Integra Tower TheIntermark 50400 Kuala Lumpur Wilayah Persekutuan Malaysia

Descriptions (Class and Nominal Value):
Ordinary shares


Name and Address of Registered Holder:
You are advised to read the entire contents of the announcement orattachment.To read the entire contents of the announcement or attachment,pleaseaccess the Bursa website at http://www.bursamalaysia.com


Details of Changes

Date of Notice : 28/01/2020

Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 23/01/2020 Acquired 1,000,000 -
2. 24/01/2020 Disposed 737,900 -
3. 24/01/2020 Acquired 1,300,000 -


Circumstances by reason of which change has occurred:
(1) and (2) Acquisitions of shares in open market by KWAP(3) Disposal ofshares in open market by KWAP's Fund Manager

Nature of Interest:
Direct and Indirect Interest

Consideration:



No of Shares Held After Changes:
Direct : 50,947,900 shares (4.3840%)
Indirect/Deemed Interest : 20,096,760 shares (1.7290%)
Total : 71,044,660 shares

Remarks:
(1) Notice of Section 138 for the acquisition of 1,000,000 shares was dated24.01.2020 and received by the Company on 28.01.2020.You are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment, please accessthe Bursa website at http://www.bursamalaysia.com


Submitted By:



28/01/2020 05:46 PM

Posted by Victor Yong > 2020-01-29 09:17 | Report Abuse

Tuesday, 28 Jan 2020

institutional funds and directors sapu stok :)

5:46PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (3,037,900 units Transacted)


Friday, 24 Jan 2020

1:00PM BAUTO DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)

12:59PM BAUTO DYNAMIC MILESTONE SDN BHD (300,000 units Acquired)

12:59PM BAUTO LEE KOK CHUAN (300,000 units Acquired)

12:59PM BAUTO YEOH CHOON SAN (300,000 units Acquired)

12:59PM BAUTO AMER HAMZAH BIN AHMAD (300,000 units Acquired)

12:59PM BAUTO LEE KOK CHUAN (300,000 units Acquired)

12:59PM BAUTO YEOH CHOON SAN (300,000 units Acquired)


Wednesday, 22 Jan 2020

5:21PM BAUTO DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)

5:20PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (2,300,000 units Acquired)

2:52PM BAUTO Additional Listing Announcement /Subdivision of Shares


Tuesday, 21 Jan 2020

5:02PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (785,000 units Acquired)


Monday, 20 Jan 2020

5:18PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (200,000 units Acquired)


Friday, 17 Jan 2020

5:49PM BAUTO DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)

5:48PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (2,200,000 units Acquired)

5:48PM BAUTO DYNAMIC MILESTONE SDN BHD (200,000 units Acquired)

5:48PM BAUTO YEOH CHOON SAN (200,000 units Acquired)

5:48PM BAUTO AMER HAMZAH BIN AHMAD (200,000 units Acquired)

5:48PM BAUTO LEE KOK CHUAN (200,000 units Acquired)

5:48PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (200,000 units Acquired)

5:48PM BAUTO LEE KOK CHUAN (200,000 units Acquired)

5:48PM BAUTO YEOH CHOON SAN (200,000 units Acquired)


Thursday, 16 Jan 2020

6:19PM BAUTO DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)

6:18PM BAUTO LEE KOK CHUAN (40,600 units Transacted)

6:18PM BAUTO LEE KOK CHUAN (40,600 units Transacted)

5:10PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (200,000 units Acquired)


Wednesday, 15 Jan 2020

5:18PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (1,596,500 units Acquired)

5:18PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (433,800 units Acquired)

11:33AM BAUTO Additional Listing Announcement /Subdivision of Shares


Tuesday, 14 Jan 2020

5:51PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (306,100 units Acquired)

5:37PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (733,000 units Acquired)


Monday, 13 Jan 2020

5:12PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (1,439,400 units Acquired)


Friday, 10 Jan 2020

5:34PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (1,500,000 units Acquired)

5:34PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (361,300 units Acquired)

5:34PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (100,000 units Acquired)


Thursday, 9 Jan 2020

6:19PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (2,000,000 units Acquired)

6:19PM BAUTO KUMPULAN WANG PERSARAAN (DIPERBADANKAN) (3,710,400 units Acquired)


Wednesday, 8 Jan 2020

5:33PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (200,000 units Acquired)


Friday, 3 Jan 2020

5:34PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (100,000 units Acquired)


Thursday, 2 Jan 2020

5:45PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (26,300 units Acquired)


Thursday, 26 Dec 2019

12:38PM BAUTO Additional Listing Announcement /Subdivision of Shares

12:33PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (200,000 units Acquired)


Tuesday, 24 Dec 2019

5:55PM BAUTO EMPLOYEES PROVIDENT FUND BOARD (50,000 units Acquired)


Monday, 23 Dec 2019

5:38PM BAUTO DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)

5:37PM BAUTO AMER HAMZAH BIN AHMAD (100,000 units Acquired)

5:37PM BAUTO LEE KOK CHUAN (100,000 units Acquired)

5:37PM BAUTO YEOH CHOON SAN (100,000 units Acquired)

5:37PM BAUTO DYNAMIC MILESTONE SDN BHD (100,000 units Acquired)

5:37PM BAUTO LEE KOK CHUAN (100,000 units Acquired)

5:37PM BAUTO YEOH CHOON SAN (100,000 units Acquired)

Posted by Victor Yong > 2020-01-29 09:34 | Report Abuse

Mazda is unique, it has its own followers.. market share remained at 2% in 2018 & 2019 although proton has launched many cheaper models

Posted by Victor Yong > 2020-01-29 09:36 | Report Abuse

i think differently, people postpone travel. excess cash can be used to upgrade old cars :)

Posted by Victor Yong > 2020-01-29 09:39 | Report Abuse

Weighing nearly 1.7 tonnes for just a five-seater SUV, the Proton X70 is the heaviest C-segment SUV. Naturally, its fuel consumption is higher than theMazda CX-5. But how much higher? Curiously, Proton doesn’t provide any official fuel consumption data for the Proton X70, which is powered by a turbocharged 1.8-litre direct injection engine.

Posted by Victor Yong > 2020-01-29 09:40 | Report Abuse

MAZDA CX-8 2019 Model Is In Showrooms Already ...
https://automacha.com/cx-8-is-now-in-all-mazda-showrooms-nationwide/
3 Oct 2019 ... This locally assembled Mazda CX-8 is a SUV that sits between the super popular CX-5 SUV which is locally assembled and fully imported ...

Posted by Victor Yong > 2020-01-29 09:42 | Report Abuse

2019 Mazda CX-5 2.5 Turbo AWD SkyActiv Malaysia Review
https://evomalaysia.com/2019-mazda-cx-5-turbo-awd-skyactiv-malaysia-review
228hp and 430Nm - the Mazda CX-5 just re-wrote performance benchmarks for ...

Posted by Victor Yong > 2020-01-29 09:42 | Report Abuse

7 new features you will get in the Mazda CX-5 Turbo ...
https://news.mymotor.my/reviews/2019/7-new-features-you-will-get-in-the-mazda-cx-5-turbo/
4 Sep 2019 ... Mazda in Malaysia will be using the CX-5 Turbo introduction to upgrade ... Mazda's best-selling vehicle, with over 2 million units sold worldwide.

Posted by Victor Yong > 2020-01-29 09:44 | Report Abuse

Mazda CX-5 Club Malaysia Public Group | Facebook
https://www.facebook.com/groups/976429242470516/
Mazda CX-5 Club Malaysia has 18688 members. Welcome to the Mazda CX-5 Club Malaysia Facebook page. This FB page was created for the benefit of ...

Posted by Victor Yong > 2020-01-29 09:44 | Report Abuse

follow KWAP and EPF , high dividend yield 11%+ , 4 to 5 times FD rate :)

Posted by Victor Yong > 2020-01-29 09:48 | Report Abuse

【视频】柏马汽车 趁低吸纳好时机
Author: Tan KW | Publish date: Wed, 29 Jan 2020, 1:12 AM



目标价：2.70令吉

最新进展：

柏马汽车（BAUTO，5248，主板消费股）上个月初宣布的2020财年次季净利，按年劲挫72.42%，至2038万8000令吉。

而截至10月底的当季营业额，从6亿9031万8000令吉，按年探低33.77%至4亿5716万9000令吉。

行家建议：

柏马汽车已开始为万事达（Mazda）CX-5 FL及CX-8交货，且随着CX-30的加入，可刺激销售增长。

另一方面，随着该公司在菲律宾推介CX-8车款，相信也将推动当地销售走高。

运动型多用途车（SUV）占菲律宾车市市占率的约15%（约5万5000辆）。保守估计市占率增5%，销量额外增加2750辆，足以激活当地业务。

另一方面，柏马汽车持股29%的联营公司Inokom积极扩充，我们相信，可能是要引进新车款在本地进行组装；目前组装车款包括宝马（BMW）与MINI车款、万事达及现代汽车（Hyundai）。

我们将CX-5及CX-8延迟交货纳入考量，加上更保守的2021财年销售预期，下修该公司2020财年的净利预估12%，2021财年则调低5%。

现阶段维持“买入”投资建议，目标价2.70令吉。柏马汽车基本面仍稳健，股价若有下调就是入场好时机。

Posted by Victor Yong > 2020-01-29 09:50 | Report Abuse

Bermaz Motors
Author: Tan KW | Publish date: Wed, 29 Jan 2020, 1:12 AM



Target price: RM 2.70

latest progress:

Bermaz Motor (BAUTO, 5248, motherboard consumer stocks) announced the net profit for the second quarter of fiscal year 2020 announced earlier last month, which fell 72.42% year-on-year to RM 203.88 million.

As of the end of October, the turnover for the quarter as of the end of October fell from 3,67.7% to 457,169,000,000.

Expert advice:

Bermaz Motors has begun delivery of Mazda CX-5 FL and CX-8, and with the addition of CX-30, it can stimulate sales growth.

On the other hand, as the company introduces CX-8 models in the Philippines, it is believed that it will also boost local sales.

Sport utility vehicles (SUVs) account for about 15% of the Philippine auto market (about 55,000 vehicles). A conservative estimate is that the market share will increase by 5% and the sales volume will increase by an additional 2,750 units, which is enough to activate the local business.

On the other hand, Inokom, an 29% -owned affiliate company of Inkom, actively expands. We believe that it may be necessary to introduce new models for local assembly; the current assembled models include BMW and MINI models, MasterCard and Hyundai (Hyundai).

We take into account the delayed delivery of CX-5 and CX-8, together with the more conservative sales forecast for FY2021, we revised down the company's FY2020 net profit estimate by 12%, and reduced FY2021 by 5%.

At this stage, we maintain the “Buy” investment recommendation with a target price of RM2.70. The fundamentals of Bermaz Motor are still solid, and if the stock price is lowered, it is a good time to enter the market.

Posted by Victor Yong > 2020-01-29 09:52 | Report Abuse

Q3 (Nov, Dec 2019 & Jan 2020) , results to be released in Mar 2020 will be flying colours :)

Posted by Victor Yong > 2020-01-29 09:53 | Report Abuse

i guess the institutional funds and top mgmt knew the good performance, that's why all of them continue buying this stock :)

Posted by Victor Yong > 2020-01-29 09:55 | Report Abuse

www.theedgemarkets.com › article › bauto-2h-prospects-seen-positive...
BAuto 2H prospects seen positive on sales of new Mazda ...
Oct 9, 2019 - BAuto 2H prospects seen positive on sales of new Mazda models ... of total local sales and also generate better export sales to the Philippines.

Posted by Victor Yong > 2020-01-29 09:57 | Report Abuse

www.theedgemarkets.com › article › robust-growth-prospects-seen-ba...
Robust growth prospects seen for BAuto on new model ...
Jun 14, 2019 - ... the Tax Reform for Acceleration and Inclusion (Train) law in the Philippines. ... driven by new model launches such as Mazda 3, CX-8, CX-30 and a ... BAuto is our top sector pick due to its robust growth prospects, driven by ...

Posted by Victor Yong > 2020-01-29 09:58 | Report Abuse

www.mazda.ph
Mazda.ph: Mazda Official Site
Celebrate driving in a new Mazda vehicle. See the full lineup, learn about the latest offers, book a test drive, and more.

Posted by Victor Yong > 2020-01-29 09:58 | Report Abuse

Bermaz Auto Bhd - Expecting Better Scenery in 2HFY20 ...
Oct 8, 2019 - ... feeling positive on its 2HFY20 prospect which could be better than ... local sales and also generate better export sales to the Philippines. ... The Inokom plant has started production of its latest Mazda model in August 2019.

Posted by Victor Yong > 2020-01-29 10:24 | Report Abuse

KWAP's shareholdings in bauto >6%

No of Shares Held After Changes:
Direct : 50,947,900 shares (4.3840%)
Indirect/Deemed Interest : 20,096,760 shares (1.7290%)
Total : 71,044,660 shares

Remarks:
(1) Notice of Section 138 for the acquisition of 1,000,000 shares was dated24.01.2020 and received by the Company on 28.01.2020.You are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment, please accessthe Bursa website at http://www.bursamalaysia.com


Submitted By:



28/01/2020 05:46 PM

Posted by Victor Yong > 2020-01-29 10:26 | Report Abuse

EPF's shareholdings in bauto >11%

No of Shares Held After Changes:
Direct : 132,270,100 shares (11.3820%)
Indirect/Deemed Interest : 0 shares (0.0000%)
Total : 132,270,100 shares

Remarks:
You are advised to read the entire contents of the announcement or attachment.To read the entire contents of the announcement or attachment, please accessthe Bursa website at http://www.bursamalaysia.com


Submitted By:



20/01/2020 07:00 AM

Posted by Victor Yong > 2020-01-29 10:27 | Report Abuse

Possible for new car buyers to buy mazda instead of BMW, Mercedes, etc for whatever reasons :)

Why Mazda Is The New BMW For Petrolheads

All the qualities we loved about BMW up until the late 2000s seem to have migrated to another brand…

Mazda - Why Mazda Is The New BMW For Petrolheads - Blog
Right off the bat I want to be clear that BMW makes some excellent cars. Solid-feeling, confidence-inspiring and technologically advanced cars. We know all about the power and potential within BMW’s walls.

And yet, some of the qualities we still traditionally associate with the brand have slowly migrated out of Munich. Delving into the history books you can dig-up gems like the 2002 Turbo, the M1, the E30 M3, the E60/61 M5 and the E46 M3. All of them are legends, highly sought-after and respected today. We love them all.

But beyond those figureheads (and others) were whole ranges of cars that were all fantastic to drive. Just about every 3-, 5- and 7-Series since the model names were first used felt compact, tactile, engaging and communicative. Until recent times, that is.

The emphasis across the German premium brands has shifted to size and power. No one this side of Jupiter is going to claim that the latest M5, with its switchable four-wheel drive and nuclear engine, is in any way a bad car. But with all that weight, stiffness of chassis and accelerative supremacy it has lost that richly talkative handling character that you’ll find in a properly sorted E39 M5. Likewise the petrol 3 Series of today, for all its amazing materials and technology, can’t match the dynamic fizz of an equivalent E46.

The days of truly compact, lightweight and lithe BMWs are probably behind us – except, perhaps, for the petrol halves of the 1- and 2-Series ranges where there are still some gems in the vein of models gone by. Unfortunately, the problem then becomes price. Whereas a brand-new BMW used to be a goal you could work hard in an ordinary job to achieve, a mid-range 230i M Sport today costs over £33,700 before options. That’s way out of reach of the office-bound masses.

The company has made it clear that technology and autonomy are its key development areas – it will be concentrating more on those than on making the next 320i as lightweight and full of feedback as possible. Fortunately, though, there’s another company that has quietly slid into those worn but lovable old boots: Mazda.

Forget the focus on the admittedly brilliant – and better than ever – MX-5. For the best part of a decade Mazda has been churning out ordinary, everyday cars that are, on the face of it, just dailies for the average person on the average street. We can now say they’re more than that.

We joke about Mazda not making a bad car but what we really mean is quite specific: Mazda makes cars that offer more 24/7 driver engagement at normal speeds than almost anything else. Everything from the Mazda2 to the CX-5 comes as standard with sharp steering, a sorted chassis and a general feeling of cohesion. You can throw any modern Mazda in any trim along a winding road and it’ll be fun. The new Mazda3 will be no exception.

We know Mazda is committed to internal combustion and we can’t wait to get to grips with its intriguing SkyActiv-X engines on our home turf. Even before we do, though, we feel like we can start to treat Mazda in the same way we treated 1990s and 2000s BMW. Petrolhead praise does not come higher.

Posted by Victor Yong > 2020-01-29 10:32 | Report Abuse

Bermaz Auto - Mazda CX-30 Racing Fast to the Market
Author: kiasutrader | Publish date: Thu, 16 Jan 2020, 9:55 AM

The all-new Mazda CX-30 has been officially launched at RM143k-173k, positioned between the CX-3 and CX-5 in terms of price and size, with sales targeted at c.100-200 units/month. Combined with CX-5 and CX-8, they are expected to make up to 70% of total BAUTO’s sales. The current version is CBU from Japan, while the CKD version is only viable for production when demand reaches 3k units/year. We reiterate our OP call with a TP of RM2.65 on the basis of above-industry profit margin and steady high dividend yield of c.7%.

The all-new Mazda CX-30 was officially launched at RM143k-173k, which places it between the CX-3 (RM128k) and CX-5 (RM133kRM182k) in terms of price and size, and targeted to hit sales of around 100-200 unit/month. Note that, 100 units is expected to be delivered in January 2020, while 125 units is on shipment, expected to arrive in 1st week of February. Combined with CX-5 and CX-8, they make up to 70% of our total sales expectation for the year. The current version is a CBU from Japan based on the Mazda 3 platform, while BAUTO noted that the CKD version is only viable for production if demand reaches 3k units/year. The CX-30 is expected to serve as an alternative choice for consumer opting between CX-5 and CX-3.The launching event was presented by Dato’ Sri Ben Yeoh (Executive Chairman), Dato Francis Lee (CEO), Dato Amer Hamzah (Prima Merdu Executive Chairman), Hiroshi Inoue-San (President, Mazda South East Asia Ltd), Naohito Saga-san (Mazda Japan Program Manager), and Susumu Niinai-San (Mazda Japan ASEAN Business Office general manager).

Mazda CX-30 specification. Pricing-wise, the 2.0G retails at RM143k on-the-road without insurance, the 2.0G High at RM164k, while the 1.8D High goes for RM173k, with 5-year/100,000 km manufacturerbacked warranty and a 5-year free maintenance package. Powering this car is a 2.0 litre Skyactiv-G power-train that delivers 162 HP at 6,000 rpm and 213 Nm of torque at 4,000 rpm, driving the front wheels via a 6-speed automatic gearbox. The range-topping 1.8 litre diesel produces 116 PS at 4,000 rpm and 270 Nm of torque from 1,600 to 2,700 rpm. Like the Mazda 3, the front gets MacPherson struts, and the rear a torsion beam setup, while the inside is almost identical to the Mazda 3 hatch. Other additions include: latest 8.8-inch full-colour infotainment display (support for Apple CarPlay and Android Auto), boot volume rated at 430 litres (1,432 litres with the rear seats folded), for safety, the 2.0 High variant gets seven airbags including driver’s knee airbags, hill start assist, emergency stop signal, ISOFIX child seat mounts, the usual three-lettered acronyms and several i-ActivSense advanced safety systems.

Exciting new launches starting 2QFY20. BAUTO had earlier launched the all-new Mazda 3 Sedan and Hatchback (CBU, July 2019), face-lifted and turbo variants of CX-5 (CKD, 22nd October), all-new CX- 8 (CKD, 13th November), and all-new CX-30 (CBU, 15th January 2020). BAUTO will introduce the face-lifted CX-3 (by 1QCY20), face-lifted Mazda 2 (1HCY20) and all-new Mazda MX-30 (based on demand, introduced at the Tokyo Motor Show, with estimated launch in CY2020/CY2021), and tentatively in two formats; (i) full EV, and (ii) range extender powered by a small rotary engine (necessary for other markets where daily commutes are longer or Malaysia which lacks EV infrastructure).

Maintain OUTPERFORM with unchanged TP of RM2.65 based on 13x CY20E EPS (at -0.5SD of its historical 3-year Fwd. PER mean). We like BAUTO for its: (i) expected earnings recovery from the stream of all-new models, (ii) superior margins above industry peers (average profit margin of c.9% vs. peers of c.2%), and (iii) steady dividend yield of c.7%. Risks to our call include: (i) lower-than-expected car sales volume, and (ii) unfavourable forex.

Source: Kenanga Research - 16 Jan 2020

Posted by Victor Yong > 2020-01-29 11:03 | Report Abuse

Oversold

Date Close
28/01/2020 1.88
24/01/2020 1.93
23/01/2020 1.96
22/01/2020 1.98
21/01/2020 2.02
20/01/2020 2.02
17/01/2020 2.01
16/01/2020 2.02
15/01/2020 2.01
14/01/2020 2.04
13/01/2020 2.05
10/01/2020 2.06
09/01/2020 2.09
08/01/2020 2.05
07/01/2020 2.10

Posted by Victor Yong > 2020-01-29 12:05 | Report Abuse

Strength of RM is better this year than 2019

The market was initially caught off guard by the move, but the ringgit reversed those losses to trade at the strongest level of the day.

KUALA LUMPUR: The ringgit opened slightly higher against the US Dollar today as renewed concerns over the upcoming US Federal Reserve’s interest rate decision and US gross domestic product (GDP) report prodded some investors to shift their interest towards emerging currencies, dealers said.

At 9.20 am, the ringgit was quoted at 4.0780/0830 against the US dollar compared to 4.0840/0870 at Tuesday’s close.

A dealer said that investors were watching closely on the data scheduled to be released later today.

The fundamental outlook for the greenback may be bearish if the US Federal Reserve underscores an accommodative bias with the intent on keeping interest rates on hold this year, he said.

Against other major currencies, the ringgit was traded higher.

It went up to 3.0049/0091 from 3.0052/0076 against the Singapore dollar and appreciated vis-a-vis the Japanese yen to 3.7358/7414 versus 3.7526/7557 on Tuesday.

The local currency also rose against the euro to 4.4940/4999 compared with 4.4985/5035 and increased slightly against the British pound to 5.3104/3137 from 5.3210/3258 previously. - Bernama

Posted by Good123 > 2020-01-29 15:04 | Report Abuse

buy rate above 60% average price 1.88.

Posted by Good123 > 2020-01-29 15:04 | Report Abuse

dividend ex date on 28 jan. share price fell yesterday due to dividend also

Posted by Good123 > 2020-01-29 15:05 | Report Abuse

worth buying, kwap, epf , directors are buying

Posted by Good123 > 2020-01-29 15:06 | Report Abuse

Mazda is a niche player, not affected by proton, market share at 2% in 2018

Posted by Good123 > 2020-01-29 15:07 | Report Abuse

inokom assembles car for BMW, etc is a good cash cow for bermaz

Posted by Good123 > 2020-01-29 15:08 | Report Abuse

if the economy isn't exciting, buyers could change from BMW, Lexus, etc to mazda too

Posted by Good123 > 2020-01-29 15:10 | Report Abuse

its Q3 results from Nov, dec

Posted by Good123 > 2020-01-29 15:11 | Report Abuse

efp and kwap could make huge purchase anytime

Posted by Good123 > 2020-01-29 15:12 | Report Abuse

waiting for it to surge and exceed $1.9, fingers crossed

Posted by Victor Yong > 2020-01-29 15:23 | Report Abuse

yes, new truck and car models in philippines will boost profit this year, worst scenario , market share in malaysia remains at 2% like 2018 and 2019. high dividend payout is sustainable. RM has strengthened this year too. many new models, etc, possible to exceed 2% market share in Malaysia too