BERMAZ AUTO BERHAD
KLSE (MYR): BAUTO (5248)
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Last Price
1.70
Today's Change
+0.04 (2.41%)
Day's Change
1.66 - 1.71
Trading Volume
846,100
Financial
Market Cap
1,993 Million
NOSH
1,172 Million
Latest Quarter
31-Oct-2024 [#2]
Announcement Date
12-Dec-2024
Next Quarter
31-Jan-2025
Est. Ann. Date
13-Mar-2025
Est. Ann. Due Date
01-Apr-2025
QoQ | YoY
-42.54% | -55.22%
Revenue | NP to SH
3,327,071.000 | 271,292.000
RPS | P/RPS
283.84 Cent | 0.60
EPS | P/E | EY
23.14 Cent | 7.35 | 13.61%
DPS | DY | Payout %
29.40 Cent | 17.29% | 127.04%
NAPS | P/NAPS
0.64 | 2.67
QoQ | YoY
-15.5% | -28.27%
NP Margin | ROE
8.78% | 36.39%
F.Y. | Ann. Date
31-Oct-2024 | 12-Dec-2024
Latest Audited Result
30-Apr-2024
Announcement Date
28-Aug-2024
Next Audited Result
30-Apr-2025
Est. Ann. Date
28-Aug-2025
Est. Ann. Due Date
27-Oct-2025
Revenue | NP to SH
3,930,259.000 | 351,042.000
RPS | P/RPS
335.30 Cent | 0.51
EPS | P/E | EY
29.95 Cent | 5.68 | 17.62%
DPS | DY | Payout %
25.90 Cent | 15.24% | 86.48%
NAPS | P/NAPS
0.70 | 2.43
YoY
15.57%
NP Margin | ROE
9.61% | 42.75%
F.Y. | Ann. Date
30-Apr-2024 | 11-Jun-2024
Revenue | NP to SH
2,986,082.000 | 221,130.000
RPS | P/RPS
254.75 Cent | 0.67
EPS | P/E | EY
18.86 Cent | 9.01 | 11.10%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-21.27% | -41.9%
NP Margin | ROE
7.91% | 29.68%
F.Y. | Ann. Date
31-Oct-2024 | 12-Dec-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
16 people like this. Showing 50 of 4,913 comments
This should be the rock bottom for Bermaz. 3rd quarter should be better due to year end promo and seasonal factor
4 days ago
Agreed bro. Current Bermaz poor performance is due chinese cars and ageing of its own models. But believe going forward should be better for Bermaz as new model coming in next year. Mazda car is somehow on its own league. Believe potential owner doesn't mind to pay slight premium for Mazda qualities and Kodo design philosophy.
4 days ago
yea agreed bro Mazda a bit diff in its own league, next year CX-60 if priced competitively alot takers one. China car wise, peng leng jeng but reliability is an issue. Even Bermaz self also have a little market share in China car market as they have the Xpeng. Just unsure the new dividend tax policy whether will affect its track record of giving DIV as frequent..
4 days ago
Frankly speaking the current quarter performance is a good indicator that show Bermaz rock bottom performance and the wave of chinese car and current car market appetite for gadgets packed car but once everything been normalise and wave is receded bermaz should see improvement in profit. Even Proton CEO mentioned there are too many chinese car here and he forsee some maybe out of existence in 2 or 3 years time.
4 days ago
As for the last 2 quarter performance, can expect a stagnant profit similar to 2nd quarter or maybe slight improvement due to seasonal sales. So maybe for those who trust in Bermaz need to bite the bullet for this FY24/25 as significant improvement only come in FY25/26
4 days ago
https://www.thestar.com.my/business/business-news/2024/12/16/automotive-sector-braces-for-bumpy-ride
"BAuto prioritises customer retention
From the perspective of a market player, Bermaz Auto Bhd (BAuto) chief executive and executive director Datuk Francis Lee acknowledges that 2025 will be challenging for all players in the automotive trade.
He reports that the only two brands to increase their volumes this year are Perodua and Honda, with new model launches.
Lee remarks: “The Chinese cars have significantly increased their volumes at the expense of traditional completely-knocked-down operators.
“They have been given incentives by our government and support from their China principals to have extremely competitive pricing, basically dumping here as there is overcapacity in the China market.”
Lee says the RON95 subsidy rationalisation will worsen the sector’s prospects for next year.
“As far as BAuto is concerned, we will not discount our cars as we are not pressured by volumes, unlike the two large Japanese car makers in Malaysia, namely Toyota and Honda,” Lee tells StarBiz 7.
He says the group will focus more on customer retention and moving cars to its loyal customers, who will be with BAuto for the next five to six years, as the company provides free maintenance during that period.
“We will also market the new car brands to this loyal group of customers,” he says."
1 day ago
depends on each one's appetite.. look at the longer term potential while keeping cash on hands, add some when price is favorable, sell some when ripe for collection on your buying price.. plus DIV on this counter is a plus point
cwc1981
Doesn't see any chance of share price going up in near term. Still a buy?
2 minutes ago
1 day ago
This counter is downtrend now...if didn't cut loss just let it be better don't do anything...I believe most of the fund will still continue dumping...
1 day ago
I also think it will drop further till ex both dividends in Dec/Jan. End of Jan onward should be a better time to enter.
1 day ago
HL : Maintain HOLD, TP: RM1.80. We maintain our HOLD recommendation with a lower TP: RM1.80 (from TP of RM2.40), based on PE 10x on CY25 earnings. Despite the earnings down-cycle, BAuto still has a healthy balance sheet position with net cash of RM184.2m (15.8 sen/share) as of end 2QFY25, to sustain its dividend payout.
1 day ago
Looking at the current performance of Bermaz, there is little chances of the share price to go up. Maybe if the bosses of Bermaz able to secure dsitributorship for value packed chinese vehicle then can provide catalyst for the share price to recover. If wait mazda and kia maybe need to wait a significant period of time before the share price go up
1 day ago
Agreed. Since I am driving Mazda I decided to support the company by holding the shares with paper loss and expecting to lose a bit further.
1 day ago
This 2024 year is a year to collect DIV. Not trading gain.. Our index is dying to stay just above 1600.
1 day ago
Mazda actually produce good car just that their renew the products in snail pace and bumped into the wave of chinese cars. But believe in longer term Bermaz able to recover with new cars from Mazda. Just hope this day come sooner
1 day ago
Competition in this industry is intense, but I do believe there is long term value here, just waiting after Jan Div ex date should be will stabilize after that
1 day ago
With the launch of Proton e.mas 7 EV...Mazda cars might suffer full blown competition from not only Chinese Carmakers but also from national carmaker Proton...Perodua is launching new model for EV too which is cheaper...At 1.82, Bermaz is OVERVALUED!!! Price should come down to 1.30 to 1.50 to reflect the intense competition in the auto industry...
1 day ago
I don't see major shareholders like EPF dumping. They acquired shares in October & November before the gloomy forecast annoucement by the management.
22 hours ago
What we are seeing is deflation of gains and premium from past few years. It sort of ran ahead of itself. But we now have a new paradigm of competition from Chinese EV and valuations are reflecting it. Bauto has good management and proven track record but in reality no one can compete with China today in terms of price to quality ratio. I believe Bauto sees this and took on xpeng and deepal to counter the decline. Although this is uphill battle with a long road ahead if you are a long term investor. So we can't really value a stock in terms of just dividend yield without looking at other factors, especially for auto industry.
22 hours ago
Looks like lots of comrade here agree this counter is for long term. Hope retailer see this short term gain is quite not possible during these difficult period
21 hours ago
Mazda = Muzieum
When np drop kaw kaw , do u think u can still get huge dividend , if yes then they are eat old rice !
20 hours ago
EPF and PNB is still sleeping...let's wait and see is there any disposal of shares announcement in the coming days by major shareholder...
19 hours ago
So many EVs brands ... i already lost count. Macam smartphones. Why? , must be good profit. Tax exempted also selling over 100k .. kaya laaaa , no wonder non stop launching . No need road tax lagi
ICE Vehicle pay tax but still can sell below 100k
https://www.mgtc.gov.my/2024/11/malaysia-announces-tax-incentives-for-electric-vehicles/
19 hours ago
bought at 1.67. Hope will get nice dividends above 6% yearly from this RM1.67.
When the price get to maybe RM2.50 in 4 or 5 years can sell with good profit :)
16 hours ago
The bosses are buying. Hope they have counter measures to overcome the current issue in the local automotive storm. But this storm by Chinese cars is really no joke
16 hours ago
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