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Nick Chung's comment on DRBHCOM. All Comments

Nick Chung
49 Like
11/28:
A 4 consecutive quarters showing positive result, although property sector and POS may drag for quite a bit until they figure out a solution . However future prospects still intact ( Focus on exporting to other Asean markets ) also focus on Pakistan will be next year as many anticipating to buy Proton ! X50 about to come soon. Long term wise DRB is rising from the dead

Once CKD local assembly kicks in margin wise may increase by 10%.


8/23 :
PAT 46.2m , higher cost sales ( probably due to Raya discount and lower x70 sales) . Next QR would show some good sign (Saga booked 20000 so far) . Update : alarm flora divestment will be completed next year early ~750m. Good luck investing !

5/23 :
1.8-2.00 最佳入價。如果業績還好罷了就1.6-1.8 。我預算應該有120m-150m profit
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Keep Secret
x70 CKD production opening ceremony at last friday
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Keep Secret
also management is review and plan to set target sales of 30% increase next year. shall know their target later and soon
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Tay Tze Sen
proton so potential. just too bad...tie with loser pos and drb.. or else I will hantam kuat kuat on this stock
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Victor Yong
even pos breakeven, drb will make more profit. the best is to sell pos off or sell pos back to the government
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Victor Yong
drb could also spin off all auto related biz via an ipo, say, drb auto berhad. just for brainstorming. even bauto berhad is just selling Mazda cars only
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Tay Tze Sen
proton should go for ipo
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Victor Yong
anyway, the new rates for pos Malaysia would improve drb profitability, the earlier to see the results will be Q1,2020(Jan to march) , results released in may 2020
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Victor Yong
Tay, proton was listed and then privatised
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Victor Yong
drb could sell bank Islam, POS, properties, then drb becoming pure auto stock
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yutaka tong
for drb to make money, thry need to introduce more new model to conquer the market just like perodua. once the number of cars increase, the service centre will make more money. the risk is on pos now.
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Victor Yong
read that proton will launch a new car next year to compete with honda hrv and also another MPV. also assemble x70 car in Malaysia and selling for lower price
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Victor Yong
I think good potential for proton saga too selling below rm40k. with cost of living rising, many workers newly joined the workforce would opt for budget plus grab drivers
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Tay Tze Sen
no doubts saga is a very hot sale model. next year Oct x50 coming. drb no need sell bank. only need to sell pos and the property sector.
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Er Xian
If proton 100% owned by drb then maybe listing is possible,but right now if proton go listed then drb holding will be diluted to lesser than 50% and foreign company might start acquire ,I remember I read from somewhere that said if an automotive company didnt 50% own by local, then it didnt fulfill the "local car" definition in Malaysia
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Victor Yong
er Xian agreed. so, drb should sell non-auto related biz in drb to make it a pure auto stock
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yutaka tong
selling cars only make one time profit. the actual long term profit came from service centre that can profit everyday from consumer.
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Victor Yong
Drb seems promising. rebounded from below rm1 many years ago to current price level
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Victor Yong
P/B also seems cheap
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Victor Yong
dividend yield only 1%+, if pos is profitable and proton made more profits, dividend payout should rise
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Victor Yong
this drb rose to RM 3, then fell back
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Victor Yong
after Q1, 2020 results are released in 2020, should be between 2.5 and 3
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Victor Yong
Jan to march 2020 with new rates for pos and proton forecast to sell more cars, etc, drb results should improve a lot
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Victor Yong
also better for drb to sell non-auto related biz such as property, bank and postal services. macam rojak now. some might think diversified biz brings lower risk. but if u look at bauto, just selling madza cars, made much more and much higher dividend
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Nick Chung
Victor also very panai bottom fishing haha
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yutaka tong
the number of Mazda cats is too little. only one time profit from selling cars and saw the qr profit drop alot
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Victor Yong
drb should range from 2 to 3, @2.29, pretty ok. u might risk 29sen for 71sen for 2020
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Victor Yong
actually drb could make proton partners with its bank Islam for car financing to maximize its profit. preferential rates for proton buyers for using its bank
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Victor Yong
holding power is important. without spare cash, don't buy stocks, force to sell when you need to use money
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yutaka tong
x50 is the reason that catch investor eye now. without x50 , I also don't buy in.
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Tay Tze Sen
x50 is really powerful to proton. but see now, without x50, proton is now at 2nd place. not bad liao
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yutaka tong
if proton need to double their sales, they need to export more to asean and arab countries. too depend on malaysia market is too small to grow
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Nick Chung
Oi oi oi relax la, all these facts been saying since 2018 already. Can believe i also kept for almsot a year liao hahah
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Tay Tze Sen
proton has room to grow. Kill perodua, Honda & Toyota. And a king arise.
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kent choong
Monday going to fly ?
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Victor Yong
the risk for drb is over, already turnaround proton, next is pos, next year. below rm1, turnaround proton jadi rm2, turnaround pos jadi RM3? :)
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yutaka tong
x70 ckd factory tanjung malim started. will be export to overseas. tomorrow will big increase. hold for long term since got export x70 now
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Victor Yong
minimum risk now. proton is profitable already. with pos lossing money yet drb is still reporting profit :)
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Victor Yong
should be rm2 to RM3, no more 80sen+ like last time with proton incurring huge loss. also pos will be reporting profit with new rates
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Shun tee Lam
Buy drb really need a lot of patience
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yutaka tong
big shark havent come in to buy. all small retail investor panic selling
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yutaka tong
epf holding the price at 2.30 to sapu more. sideline
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yutaka tong
going to break 232
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Nick Chung
All counters hang gei
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Ken Law
Break 2.30 to 2.29 .... Support at 2.25 now.
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Tay Tze Sen
unless next quarter shows remarkable result or else share price will still be the same.
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yutaka tong
epf sapu everyday holding the price at 2.30.
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Keep Secret
EPF keep sapuing.u dont want sapu? when people start push and dump to u, u baru sapu?
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yutaka tong
already sapu few weeks ago. waiting for breakout
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juan hardiez
I think Drb might want to start year 2020 with a bang
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yutaka tong
price already stagnant accumulation for a month.
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En Lai C
2.3 good support !!!
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Shun tee Lam
Why Today suddenly up so much ? Any news ?
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Bee bee
Any good news??
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Hussainy Yusree
year end sale
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Er Xian
Why up must need news one hahaha
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Hussainy Yusree
report on proton sales for nov maybe... or window dressing
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Shun tee Lam
Never worry about proton profit. Worry POS only
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Tengku Khairuzzaman
Pakistan ckd plant...
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juan hardiez
I think POS is ready to go up too. There must be some news at the back for both companies
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yutaka tong
finally break 2.30 after almost a month. this round will shoot up kau2.
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Your Name
Yeah monitor this. Know your support
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Nick Chung
Long term stock , still keeping
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Jun Hin
Today can closed at 2.4 above?
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Nick Chung
Need to ask captain 500k...
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yutaka tong
already got support by epf just like spsetia. no need to worry liao
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Your Name
Yeahhh already sold
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Stewart Loh
fasten your seat belt, rocket flying soon
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yutaka tong
it will back to 3.00 since proton sales increased tremendously with rebatch model and coming ckd x70 for local and export. another killer is x50.
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Chong Lik Guo
let's go 3.0
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Janson Lee
drb koyak again
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juan hardiez
Not koyak. Move like zigzag maa
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Janson Lee
nx wk rm3 then
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juan hardiez
In 2 months will be rm3
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Tengku Khairuzzaman
500 x70 for Jusa...
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Rainbow Sky
keep and wait the next quarter report I believe It will be good news
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yutaka tong
drb alteady got support. it will slowly fluctuate up for for collection
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yutaka tong
next qr will include proton rebadged profit. should be great witout pos min loss
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Er Xian
Hope the courier business can make higher profit to minimize losses from postage business
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yutaka tong
Proton has sold 100,821 units of vehicles in 2019, a 55.7 percent increase over sales in 2018, mainly contributed by Proton X70 and Proton Saga models.

This is the first time the national carmaker crossed the 100,000-unit threshold since 2015.
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yutaka tong
limit up tomolo
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W. Hau
drbh only hold 50.1% of proton... thus, the impact not 100%...
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yutaka tong
100.821 times rm50000 per car. equal 5billion of sales. drb own 50% can get 2.5billion sales not including service centre profit.
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yutaka tong
drb proton will slowly take over perodua as no1 car when price and quality become beter
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Er Xian
In accounting law, subsidiary's revenue must fully record into mother company's income statement, then only separate profit, thats why drb have low profit margin
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YS
whats concerning now is really on pos nia..
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yutaka tong
support is strong. slowly up. once qr out, sudden boost
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yutaka tong
strong support even in red market today. peace
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Janson Lee
seems impossible to even hit 2.40
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Keep Secret
sipe sleepy... can u either hiong hiong up o hiong hiong down?
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yutaka tong
new support at 2.38
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Nick Chung
Wa apa MoU ini. Sell of alam floara stake and revert to technology !!???
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yutaka tong
only mou that wont generate any profit. no effect leh
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Nick Chung
U can see china has its plan.... proton first self driving car. But malaysia road like shit.. will turn to wrong lane ahhaha
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juan hardiez
Come on Drb, go upppppppp
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Stewart Loh
drb always spike without signal..just buy low and accumulate
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Rainbow Sky
is that consider a good news today ?
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Er Xian
Funny Public invest, upgraded to outperform with unchanged tp 2.80
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Rainbow Sky
I also feel there are having typo error . . my gosh, we need to keep this share until next quarter report
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yutaka tong
x50 booster havent come
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