Posted by MalaysiaEquityGuide > 2024-05-19 19:22 | Report Abuse

Genting Bhd Technical and Fundamental analysis good video

https://youtu.be/CJfHNjr3wUQ

Posted by Max2838 > 2024-05-20 02:49 | Report Abuse

Watch Bermaz Auto Philippines performance on sales of Mazda cars for FY24…
…..a 100% increase yoy

Posted by cwc1981 > 2024-05-20 09:11 | Report Abuse

Wow

Posted by neohts > 2024-05-20 11:03 | Report Abuse

EPF continue disposal at big volume ? WHY ?
Better wait and see first.

Posted by cwc1981 > 2024-05-21 11:00 | Report Abuse

Car sales increase by 21% last month

Posted by cwc1981 > 2024-05-21 11:04 | Report Abuse

https://www.google.com/amp/s/www.nst.com.my/amp/business/economy/2024/04/1041659/malaysias-vehicle-sales-rose-10pc%25C2%25A0-71502-units-march-2024

Posted by cwc1981 > 2024-05-21 12:16 | Report Abuse

https://thesun.my/business/ringgit-breaches-rm299-level-per-yen-GA12474640

Posted by cwc1981 > 2024-05-21 15:08 | Report Abuse

Should benefit bauto

Posted by neohts > 2024-05-21 16:36 | Report Abuse

https://www.thestar.com.my/news/nation/2024/05/21/perodua-unveils-new-ev-prototype-at-malaysia-autoshow-2024

Perodua unveils its EV prototype at Malaysia Autoshow 2024.

SERDANG: Perusahaan Otomobil Kedua Sdn Bhd (Perodua) is making significant strides towards introducing its inaugural electric vehicle (EV) model with the unveiling of its first working prototype, the MyVI Conversion.

President and CEO Datuk Seri Zainal Abidin Ahmad said the company is confident that it will be able to roll out its first EV model by the end of next year.

"We try to do it by the end of 2025, as the development is maybe less than three years.

"What I can say here is that the price will not be more than RM100,000 and no less than RM50,000.

Posted by Max2838 > 2024-05-22 23:48 | Report Abuse

https://www.reuters.com/business/autos-transportation/volkswagen-xpeng-ink-deal-develop-two-b-class-battery-evs-2024-02-29/

Bermaz Auto Bhd (BAuto) awarded the distributorship and rights for the sale of spare parts and provision of after-sales services of China’s XPeng smart electric vehicles (EVs) in Malaysia....

https://www.freemalaysiatoday.com/category/business/2024/03/15/bermaz-auto-gets-buy-call-after-xpeng-deal/

Expect more options and more new car launches in 2H2024

Posted by Max2838 > 2024-05-22 23:55 | Report Abuse

https://soyacincau.com/2024/03/15/xpeng-ev-coming-to-malaysia-bermaz/#:~:text=XPeng%3A%20Another%20Chinese%20EV%20maker%20is%20coming%20to%20Malaysia&text=Chinese%20electric%20vehicle%20maker%20XPeng,of%20XPeng%20in%20our%20market.

Posted by Max2838 > 2024-05-23 20:03 | Report Abuse

https://www.dsf.my/2024/05/xpeng-g6-electric-suv-launch-in-august-with-rm180k-possible-price/

A good replacement to go EV....

Posted by Waller > 2024-05-24 19:19 | Report Abuse

Look forward to Bauto declaring dividends in July 🤗

Posted by cwc1981 > 2024-05-25 05:59 | Report Abuse

No need wait till July. Mid June will know

Posted by SinGor > 2024-05-25 18:07 | Report Abuse

I am think of Buying a small EV to Buy "mixed Rice" or Kopitiam morning visit----Spending RM100,000 is too
much ( over kill )

Posted by neohts > 2024-05-26 08:36 | Report Abuse

Perodua EV cheaper. Not more than RM100k and not less than RM50k. So far Perodua model quite reliable.

Posted by MalaysiaEquityGuide > 2024-05-26 19:23 | Report Abuse

https://www.youtube.com/watch?v=XlZ5LIC0BWo&t=10s


for SIME

Posted by Max2838 > 2024-05-27 21:14 | Report Abuse

golden cross 20 days x 50 days....better days ahead?

Posted by cwc1981 > 2024-05-28 11:34 | Report Abuse

Up never see 5 cents but can drop 5 cents

Posted by weixuan0325 > 2024-05-28 12:36 | Report Abuse

This counter is like that I'm used to it already...If share price rises maximum 5 cent won't go more than that but once in a blue moon only and might drop back the other day...anyhow the share price will recover back but takes time...

Posted by cwc1981 > 2024-05-28 12:46 | Report Abuse

OK bro just feel haizzz

Posted by weixuan0325 > 2024-05-28 12:56 | Report Abuse

The fundamental of this company is very robust considered as one of the resilient stock better than invest in FD...

Posted by Thirai Thiraviam > 2024-05-30 09:39 | Report Abuse

neohts:
> The total number of shares is 86,800, hardly 0.0074%, and the amount in question is RM26k. The management is doing this to create a sense of ownership among a select group of employees, I suppose.

Posted by Thirai Thiraviam > 2024-05-30 09:48 | Report Abuse

Dear investor -

Yesterday, I took a position in BAUTO, as it looked undervalued. However, upon closer examination, I found its revenue to have gone up by over 50% in a year. Anyone here knows why the sales shot up last year?

Also, Income from Continuing Operations appears to be significantly higher than Cash Flow from Operations. This suggests that a significant part of the company’s earnings might be based on accruals rather than actual cash flows.

I wish to take a stronger position in BAUTO, but the above gives me a pause. What am I missing? Any insight would be much appreciated. Thanks. :-)

Posted by Max2838 > 2024-05-30 11:07 | Report Abuse

Yes, the high car sales in Malaysia in 2023 compared to 2022 can be attributed significantly to the exemption of the Government's Sales and Services Tax (SST) on cars. The SST exemption was a policy introduced to stimulate the automotive industry, especially in the wake of the economic challenges posed by the COVID-19 pandemic. This tax incentive effectively reduced the cost of purchasing a vehicle, making it more attractive for consumers to buy cars.

Here are some key points that explain this trend:

SST Exemption Policy: The Malaysian government reintroduced the SST exemption for cars as a measure to boost the automotive sector. This exemption effectively reduced the overall price of new cars, encouraging more people to make purchases.

Economic Recovery: As the economy started to recover from the impacts of the pandemic, consumer confidence improved, and people were more willing to spend on big-ticket items like cars.

Pent-Up Demand: There was a significant pent-up demand from consumers who delayed their car purchases during the pandemic years. With the SST exemption and improved economic conditions, many chose to buy cars in 2023.

Automotive Industry Support: The government and automotive industry stakeholders, including car manufacturers and dealers, actively promoted the benefits of the SST exemption, further driving sales.

Overall, the combination of the SST exemption, economic recovery, and pent-up demand played a crucial role in driving the unusually high car sales in Malaysia in 2023 compared to 2022.

Posted by Max2838 > 2024-05-30 11:20 | Report Abuse

On ESOS shrs for employees...
perhaps BAuto can look into rewarding more ESOS for employees based on merit rating on performance. Like for Bermaz Philippines CEO & team that has performed extremely well in FY24 vs FY23. As todate 9 mths FY24, Bermaz Philippines has already exceeded the 12 mths FY23's revenue by some rm50 M. So, we can some expect some 60% increase in revenue contribution from Bermaz Philippines for FY24. Such CEO & team should be rewarded exemplarily....

https://www.autodeal.com.ph/articles/car-features/mazda-leads-in-after-sales-service-satisfaction-2023-can-2024-surpass

Posted by Max2838 > 2024-05-30 12:00 | Report Abuse

In the first quarter of 2024, the GDP of the Philippines grew by 5.7% compared to the same period in the previous year. This growth was driven primarily by the financial and insurance activities sector, which grew by 10%, as well as the wholesale and retail trade, and the repair of motor vehicles and motorcycles sector, which expanded by 6.4%. The manufacturing sector also contributed with a growth of 4.5%.

We also have growth in Malaysia....more in traffic jams...

Posted by Waller > 2024-06-05 19:18 | Report Abuse

What is Paramon, neohts? new pokemon? 😆

Posted by Max2838 > 2024-06-05 21:47 | Report Abuse

Malaysia TIV (Total Industry Vehicles)
2023 (Feb-Apr) =190,244 vehicles
2024 (Feb-Apr) =193,333 vehicle
In Malaysia, number of cars sold in 4QFY24 are about the same as 4QFY23.
Likely similar revenue for BAuto of about RM 1B. for 4QFY24.

Posted by chemistry > 2024-06-06 06:17 | Report Abuse

Am quite worried about this year revenue/profit. I went to check figures from data.gov.my , sales of Mazda all models are plunging this year. From June-2023 till now, already can see the downtrend in revenue and profit, each quarter lower and lower.

Posted by SinGor > 2024-06-06 10:10 | Report Abuse

I think Qr results Out next week----let the numbers speak

Posted by Max2838 > 2024-06-06 23:04 | Report Abuse

Proton Edar Sdn Bhd chief executive officer Roslan Abdullah said May saw a return to positive growth as TIV increased both year-on-year and month-on-month basis, reflecting the resilience of the local automotive industry.

“With the cumulative TIV until May already making up 44.6 per cent of Malaysia Automotive Association (MAA)’s full-year projection of 740,000 units, we believe there is still room for growth in the local automotive industry,” he opined.

Posted by Max2838 > 2024-06-09 09:30 | Report Abuse

Malaysia’s TIV, which is estimated to have grown by 20.7% to about 70,000 units in May, and rose by 8.8% to 330,236 units year-to-date.

Proton has announced its car sales have gone up by 14% in May.
No news yet from Mazda, Perodua, Toyota, etc......

Posted by MalaysiaEquityGuide > 2024-06-09 17:33 | Report Abuse

https://www.youtube.com/watch?v=j_VcSpyFyzg

Posted by Max2838 > 2024-06-09 19:39 | Report Abuse

Tan Teng Boo @CapitalDynamics is optimistic on China, on EVs, on autonomous driving and on XPeng EV G6....
XPeng G6 to be launched soon.
BAuto is now on autonomous driving with one foot on the Forward gear (XPeng & Kia EVs) and another foot on the Reverse gear (Mazda SUVs).....

https://youtube.com/clip/UgkxVuCpjVSkBcItQI48vyIMD4qYsOvJxEwC?si=vnBHRf3Q-ksGQU14

Posted by SinGor > 2024-06-11 15:05 | Report Abuse

Manila and Bangkok traffic Jam remain the same even petrol price is much higher than KL---Maybe some knee
jerk effect but those that can afford Mazda are quite rich to start with---maybe Axia demand might drop

Posted by SinGor > 2024-06-11 18:14 | Report Abuse

11.75 sen Dividend this Qr

Posted by SinGor > 2024-06-11 18:27 | Report Abuse

according to management, last year, Big rush to beat SST---inflated revenue & profit

Posted by Fabien _the efficient capital allocator > 2024-06-11 18:43 | Report Abuse

This is my dividend staples. 13% yield based on cost price.

Posted by weixuan0325 > 2024-06-11 19:02 | Report Abuse

even yoy decrease -10% it's still considered an outstanding quarter result...

Posted by weixuan0325 > 2024-06-11 19:05 | Report Abuse

qoq increase +27% all time high PAT and revenue for year 2024...

Posted by Max2838 > 2024-06-11 23:31 | Report Abuse

BAuto results better than expected….
Gross Profits FY24 vs FY23….
Malaysia +30M or up 9%
Philippines +30M or up 97%
Associates(Inokom) +11M up 28%

Overall Net Profits +50.5 M or up 15%
Dividend per year at 26 sen is better than last year 22 sen

Let it ride….FY25 will be electrifying as fuel price n inflation heats up….

Posted by Max2838 > 2024-06-12 10:21 | Report Abuse

BAuto FY25 drivers....
√ Philippine car sales
√ Kia Electrics
√ XPeng Electrics
√ Mazda Hybrids

Positive Economic transformation starts in Malaysia....
√ Diesel n Petrol price increase Jun 2024- June 2025
√ Consumption, car sales, traffic jams, parking rates, etc. will also increase....

Posted by Fabien _the efficient capital allocator > 2024-06-12 12:18 | Report Abuse

Targeted fuel subsidies may drive demand for affordable EVs, potentially increasing hybrid and EV adoption in Malaysia. Xpeng G6 to be launched in August.

Posted by Waller > 2024-06-12 17:11 | Report Abuse

Nice, Bauto hits all time high today 🔥
https://theedgemalaysia.com/node/715122

Posted by JackTan1217 > 2024-06-12 20:16 | Report Abuse

Management give bad outlook... Time to run

Posted by serbatipu > 2024-06-13 17:06 | Report Abuse

Looks like dividends 11.75 not that attractive

Posted by cwc1981 > 2024-06-13 17:15 | Report Abuse

Not dividend not attractive. Ppl worry competition and high fuel price

Posted by cwc1981 > 2024-06-13 17:16 | Report Abuse

The management also give pessimistic opinion

Posted by neohts > 2024-06-14 08:09 | Report Abuse

A lot of people still have no confidence in EV car in Malaysia. Charging may be a big issues. Peruduo also coming up with local EV car which is a lot cheaper. It will take a least 3 years to get people confident