BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

1.56

Today's Change

+0.05 (3.31%)

Day's Change

1.51 - 1.57

Trading Volume

7,872,600

Changes
Ann. Date Date Type Name Title View
Discussions
17 people like this. Showing 50 of 4,975 comments

cwc1981

Seems like this bermaz is in deep trouble looking at the rate it drop. Everyone who still holding and cutting lost is suffering with heavy losses including myself. Haizzz

6 days ago

weixuan0325

Big shark still not yet finish unloading...if can't manage to cut loss in time better don't do anything just let it be...

6 days ago

weixuan0325

Got rebound also "dead cat rebound" their tactic to lure retailers in...don't catch falling knife share price might sink deeper to 1.20...

6 days ago

Amazonboy

Bursa is like a casino...u place your bet@ the wrong place & time u lose...

6 days ago

cwc1981

Everyone is losing money with Bermaz because EPF is the 2nd largest shareholder with almost 14%. Really hope the bosses has remedies to stop the sliding and regain the shareholder confidence

6 days ago

cwc1981

Already lost 26% from the all time high

6 days ago

weixuan0325

EPF doesn't care because they use our money to invest...Sbb from directors won' help much as the volume is just minimal...

6 days ago

cwc1981

True

6 days ago

Tanleechoo

All Japanese cars will be affected by entry of china cars ..

6 days ago

cwc1981

Hi weixuan0325. The share bought by the directors doesn't consider as share buyback for BAuto as the share is bought under Dynamic Milestone is a holding company co owner by few directors. So it doesn't involve any money from BAuto the share are bought with directors own money through this holding company.

6 days ago

onekeyman

any insider here? this company still ok?

6 days ago

value_seeker

Most likely will drop until oversold. But what is the oversold point? That is of interest to value investor.

6 days ago

dawchok

Poor latest quarter earnings and worst still it was magnified by the wrong pessimistic note in the report. Double down lol

6 days ago

garydonald21

The most important point is where is the stopping point of the falling trend. I guess EPF also catch the wrong ball at the wrong field like myself, I though yesterday will be the rebound point so I decided to buy in, like what EPF did they buy in 500k, I buy in 5k,hahahhah who know this morning when I look at US market. Aiyo. Hope 1.55 is their lowest

6 days ago

weixuan0325

Yes I know I mean shares acquired by the 3 directors...I should use "acquired" instead of sbb my bad...

6 days ago

Cheers

EPF buy more the stock will drop more don't follow epf

5 days ago

Greg14

Same I bought in some at 1.6+, but still keep some cash in hand, speculating when lowest point/acceptable price enter again further pull down buying price haha

5 days ago

pujut

Bilalah mau jatuh sampai rm1 ni lambatnya nak tambah lagi ni

5 days ago

cwc1981

Never expect the drop can be this bad. If this drop prolong slowly will go Sime and others auto related counter maybe with an exception of MBMR because producing for perodua which is shielded from the blood bath

5 days ago

cwc1981

Those outsource EPF fund manager really daring aquire when price dropped 25%. Not their money so aggressive also no problem. Haha

5 days ago

Greg14

year end and new outlook for private vehicle next year with petrol subsidy removal and EV rising popularity bah.. really have to hold and see, cut loss that boat had sailed away for me, now is only average down price for longer term holding/value only

5 days ago

cwc1981

Greg14 I admire your spirit but seeing the price keep sliding is very painful like what I'm enduring now. Don't know when can see the light. Anyhow good luck to everyone

5 days ago

cwc1981

Hi guys the above article may worth reading. As this new tax system on the 1st of January 2025, CKD price may go up to 20%. Let assuming the price Omoda C9 currently sold at 188k with 20% increase the price will go up to 228k. Again let assume the new cx60 CBU is price at between 250k to 260k for 2.5cc PHEV, which one will you all pick? Maybe this can be one of the advantage for small auto player like Bermaz. Do fund manager also see this?

5 days ago

cwc1981

The price range for new cx60 is assumption that mazda dealer expect. It doesn't come from my imagination. Haha don't scold me ya

5 days ago

Greg14

cwc1981 cheers bro sure got ups and downs one.. its a learning process to ride the waves ;)

5 days ago

weixuan0325

cx30, cx5 and kia sportage price will increase as well...

5 days ago

Greg14

maybe prior to price increase, will have a round of big sales pocketed in to boost up earnings first? cx30 is quite a popular model recently since CKD since 2023, saw alot on roads. cx60 wise i think market more likely targeted on those Lexus customer, low profile luxury stuff given

5 days ago

cwc1981

Agreed weixuan0325. CX30, CX 5 and Sportage will continue to battle within the highly competitive mid range SuV segment. But with new OMV tax starting 1st January it will bring the price narrower for Honda CRV, Omoda C9, BMW x series and VW Tiguan. With this price different most likely people will choose the fully imported Mazda CX60 over the rest. Bermaz is just a small player, I don't know what is the combine sales for those CRV and etc but if Mazda manage to sell 6k unit for cx 60 annually, 10k of CX 5 as what happened now, 4k unit of cx30 and maybe 1.5k unit of xpeng and plus 1k unit of all the kia vehicles. I believe with 22k unit of sales annually Bermaz should able to go back to 2023 record profit

5 days ago

cwc1981

Hi Greg14. Good observation actually in August till October the sales for cx30 and cx5 is 40:60

5 days ago

cwc1981

With OMV excise tax come in force Proton suddenly see itself become competitive against the chinese cars because it is a local car. Not so good news for Toyota and Honda

5 days ago

dompeilee

Instead of trying my luck in BAuto, I instead targeted the force behind the co., buying Mazda Motors in Tokyo trading yesterday @ ¥978.3 for the 1st time ever!

5 days ago

iscmob

EPF bought one million units. ... averaging down

5 days ago

Amazonboy

Enter@1.59...still got 3 sen div otw...value buy...Lol

5 days ago

dawchok

Agreed that @1.59 is a value buy especially for dividend investors.

5 days ago

cwc1981

Next year should have improvement with cx60,cx80, deepal ev and Kia EV3 coming. KIA EV3 is expected to price closely to current best selling EV BYD atto3. KiA EV3 definitely looks better than Atto 3.

5 days ago

cwc1981

BYD Atto 3 currently sold around 1k unit per month. If KIA EV3 maybe to snatched 400 unit per month consider very good liao

5 days ago

cwc1981

Big bosses holding already exceeded 15%. While EPF selling.

4 days ago

SinGor

price drops just reflect 10cents dividend ( 7sp + 3 regular ) And also general market weakness---But EPF
and management still buying ( slowly price will return to 2.0 )---I think Trump will CUT interest rate But
2027 Trump will be All in to Raise interest Rate---Tariff on China, Canada and Mexico spell Big Trouble bcos
USA donT Even have industries to make "Pencil "----I see USA Inflation goes to 30% or More ( now already 12%
Unofficial )

4 days ago

star584

since when an US president is allowed to make interest rate decisions? lol

2 days ago

cwc1981

It is really bad at BAuto that people willing to suffer losses everyday?

2 days ago

Waller

Then it will drop to the same price as during the MCO period ...

2 days ago

nemesis

Now this is the danger of investing in a company that has little asset...once its earning is crippled n lost, it will drop like a brick as it has little assets to support its share price...Bermaz has just 0.63 NTA against its share price of 1.50...maybe the only support is it's high dividend payout but if earnings drop drastically, dividend will go stagnant too...

1 day ago

geary

BAUTO...Fair Value probably in a range of...@1.25/1.40...🤞😁
2 hours ago
NTA isn't the right valuation for non asset class companies.
Earnings, dividend n cash flows, are the approximately valuation, roughly within a range. Nick a little bit at...@1.51.

1 day ago

dompeilee

Luckily I buy DIRECTly Mazda Motors instead of BAuto although both have plunged precipitously since Feb '24...now it's ¥1,004.50 vs my entry of ¥978.3!🤗

1 day ago

M55555

At this price, i will have a lot of monitoring , buy and sell to break it even. Thought can relax , collect dividend . Extra work now...

1 day ago

Supernoob

wow ...dropping faster that i thought..it's a value trap company! i hope the mgmt "listen" rather than just stubbornly stick to the old model.

1 day ago

dompeilee

To celebrate my paper gains on both Mazda & SUBARU purchased barely a month ago, I BOUGHT BAuto for the 1st time ever @ $1.51 today!

1 day ago

aklobi

I have been buying BAUTO ever since it was 2.03, and I put orders to buy every MYR 0.10, Lowest purchase was 1.51.. I also have orders lower..

21 hours ago

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