Allan Tan's comment on BAUTO. All Comments
Allan Tan
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看来还会继续低，有钱可以慢慢抄了
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4 years · translate ·
yutaka tong
expecting x70 will compete with cx30
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Victor Yong
Japan mazda brand vs china geely brand
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fish small
看来热闹了...........
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Allan Tan
新年快乐！！！。。。。。
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Victor Yong
2018&2019, market share sustained at 2%, it seems Mazda has a group of loyal followers.
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Victor Yong
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
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Allan Tan
已经开始吸票，这样的价位应该不会去荷兰了吧
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Victor Yong
kwap, EPF, directors are buying from time to time, believe it would recover. Moreover, just need 2% of market share to maintain dividend, etc like 2018,2019. 2 out of 100 car buyers, Dah cukup.
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Allan Tan
ask my sugar mommy buy me cx30，xdxd
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Ching Hao
May I know where you get the info about 2% of market share to maintain dividend? thanks
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Victor Yong
u can Google Mazda Malaysia, market in 2018 and 2019 at 2%
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Victor Yong
high dividend stock, EPF and kwap continue to accumulate, etc. widely available
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yutaka tong
x70 coming still good price to in now
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Victor Yong
Upgrade to buy with an unchanged target price (TP) of RM2.30: We recently hosted a site visit to Mazda Motor Corp’s Hiroshima plant. Founded in 1920, Mazda Motor is a multinational premier automaker, ranked 15th in global auto sales in 2018.
With an attractive product line-up and on resolving domestic issues related to pricing, we are upgrading Bermaz Auto Bhd (BAuto) to “buy” (from “hold”) with an unchanged TP of RM2.30 on valuation grounds.
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Sufianlim Azlim
U must be holding a lot of Bauto Victor..
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Victor Yong
jika Ada duit, belilah lebih :)
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Allan Tan
Victor buy until become major 30
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Victor Yong
good idea. just need to sell 2 Mazda cars out of every 100 new cars in Malaysia to sustain the 2% market share like 2018&2019, get fat dividend. ringgit is strengthening, more profit for 2020 even with the same 2% market share
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Victor Yong
like bermaz, 2% market share sudah bisa Kasi dividen Yang menarik Dan lumayan
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