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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
yutaka tong
expecting x70 will compete with cx30
Like · 2 months · translate
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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Like · 1 month · translate
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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1 Like · 1 month edited · translate
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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