BERMAZ AUTO BERHAD

KLSE (MYR): BAUTO (5248)

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Last Price

2.50

Today's Change

+0.01 (0.40%)

Day's Change

2.48 - 2.52

Trading Volume

9,441,200

Financial

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Last 10 FY Result
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
Revenue 4,357,112 3,920,613 3,548,204 2,325,121 2,287,915 1,759,036 2,492,121 1,992,926 1,659,502 2,095,391 1,830,443 1,448,873 10.45%
PBT 562,668 487,305 421,204 218,570 172,693 131,771 342,257 197,234 176,570 278,257 298,971 181,583 9.79%
Tax -131,064 -108,798 -93,982 -59,741 -41,134 -28,252 -74,235 -46,116 -43,110 -67,897 -79,486 -45,860 8.29%
NP 431,604 378,507 327,222 158,829 131,559 103,519 268,022 151,118 133,460 210,360 219,485 135,723 10.26%
-
NP to SH 400,876 353,802 303,742 155,721 133,944 100,512 265,265 140,067 119,054 197,629 212,374 132,359 9.66%
-
Tax Rate 23.29% 22.33% 22.31% 27.33% 23.82% 21.44% 21.69% 23.38% 24.42% 24.40% 26.59% 25.26% -
Total Cost 3,925,508 3,542,106 3,220,982 2,166,292 2,156,356 1,655,517 2,224,099 1,841,808 1,526,042 1,885,031 1,610,958 1,313,150 10.47%
-
Net Worth 736,595 736,595 761,919 634,319 567,125 469,636 566,378 474,896 443,266 529,439 336,719 324,529 9.94%
Dividend
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
Div 233,469 279,608 256,460 101,691 75,492 86,582 246,579 120,080 133,749 192,876 118,232 39,798 22.98%
Div Payout % 58.24% 79.03% 84.43% 65.30% 56.36% 86.14% 92.96% 85.73% 112.34% 97.60% 55.67% 30.07% -
Equity
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
Net Worth 736,595 736,595 761,919 634,319 567,125 469,636 566,378 474,896 443,266 529,439 336,719 324,529 9.94%
NOSH 1,169,283 1,169,283 1,168,316 1,163,959 1,163,927 1,163,549 1,163,153 1,161,425 1,148,061 1,141,279 809,812 758,069 4.92%
Ratio Analysis
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
NP Margin 9.91% 9.65% 9.22% 6.83% 5.75% 5.88% 10.75% 7.58% 8.04% 10.04% 11.99% 9.37% -
ROE 54.42% 48.03% 39.87% 24.55% 23.62% 21.40% 46.84% 29.49% 26.86% 37.33% 63.07% 40.78% -
Per Share
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
RPS 373.25 335.86 304.38 200.06 196.99 151.36 214.77 172.60 144.55 183.60 226.03 191.13 5.30%
EPS 34.36 30.31 26.11 13.40 11.53 8.65 22.86 12.13 10.37 17.32 18.74 17.46 4.56%
DPS 20.00 24.00 22.00 8.75 6.50 7.45 21.25 10.40 11.65 16.90 14.60 5.25 17.24%
NAPS 0.631 0.631 0.6536 0.5458 0.4883 0.4041 0.4881 0.4113 0.3861 0.4639 0.4158 0.4281 4.81%
Adjusted Per Share Value based on latest NOSH - 1,169,283
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
RPS 372.58 335.25 303.41 198.82 195.64 150.42 213.10 170.42 141.90 179.18 156.52 123.89 10.45%
EPS 34.28 30.25 25.97 13.32 11.45 8.59 22.68 11.98 10.18 16.90 18.16 11.32 9.65%
DPS 19.96 23.91 21.93 8.70 6.46 7.40 21.09 10.27 11.44 16.49 10.11 3.40 22.99%
NAPS 0.6299 0.6299 0.6515 0.5424 0.485 0.4016 0.4843 0.4061 0.379 0.4527 0.2879 0.2775 9.94%
Price Multiplier on Financial Quarter End Date
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
Date 31/07/23 31/07/23 28/04/23 29/04/22 30/04/21 30/04/20 30/04/19 30/04/18 28/04/17 29/04/16 30/04/15 30/04/14 -
Price 2.05 2.05 2.31 1.77 1.48 1.36 2.40 2.22 2.15 2.20 4.04 2.08 -
P/RPS 0.55 0.61 0.76 0.88 0.75 0.90 1.12 1.29 1.49 1.20 1.79 1.09 -3.92%
P/EPS 5.97 6.76 8.87 13.21 12.83 15.73 10.50 18.30 20.73 12.70 15.41 11.91 -3.21%
EY 16.75 14.78 11.28 7.57 7.79 6.36 9.53 5.46 4.82 7.87 6.49 8.39 3.34%
DY 9.76 11.71 9.52 4.94 4.39 5.48 8.85 4.68 5.42 7.68 3.61 2.52 15.90%
P/NAPS 3.25 3.25 3.53 3.24 3.03 3.37 4.92 5.40 5.57 4.74 9.72 4.86 -3.48%
Price Multiplier on Announcement Date
AQR T4Q 30/04/23 30/04/22 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17 30/04/16 30/04/15 30/04/14 CAGR
Date 12/09/23 12/09/23 12/06/23 13/06/22 18/06/21 11/06/20 12/06/19 12/06/18 13/06/17 13/06/16 11/06/15 11/06/14 -
Price 2.18 2.18 2.23 1.78 1.48 1.62 2.40 2.33 2.02 2.28 3.55 2.31 -
P/RPS 0.58 0.65 0.73 0.89 0.75 1.07 1.12 1.35 1.40 1.24 1.57 1.21 -5.45%
P/EPS 6.35 7.19 8.56 13.28 12.83 18.73 10.50 19.21 19.48 13.17 13.54 13.23 -4.71%
EY 15.75 13.90 11.68 7.53 7.79 5.34 9.53 5.21 5.13 7.59 7.39 7.56 4.94%
DY 9.17 11.01 9.87 4.92 4.39 4.60 8.85 4.46 5.77 7.41 4.11 2.27 17.72%
P/NAPS 3.45 3.45 3.41 3.26 3.03 4.01 4.92 5.66 5.23 4.91 8.54 5.40 -4.97%

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
12 people like this. Showing 50 of 4,418 comments

cwc1981

Engine din start today

1 month ago

weixuan0325

engine need to cool down a bit...

1 month ago

Hatiharihari

Due to EPF cash out or something...

1 month ago

cwc1981

Cx60 on sale in Indonesia

1 month ago

Hatiharihari

Nice, IBs start buy call this counter

1 month ago

Hatiharihari

Ohh...substantial shareholders start throwing. I guess they are doing portfolio adjustment ...

1 month ago

Nikmon

From the Car industry, it become so competitive in Malaysia with the floor of china Car and EV car. I guess Bauto is downhill

No need model for Mazda, and still depend on only Hot sell cx-5, but with new X90, toggo 8 rival

Kia ....new Sorento less than 6 months from launch, now offer 8-10k discount, do you know how desperate are them...EVwill lose to Tesla Brand...

Peugeot is just dying， no need explained.

Bauto need new hot car

1 month ago

SinGor

12 Sep arrived RM3 and special dividend of 7sen.........see who breaks all Office Toilet bowels in frustration

1 month ago

BursaVulture

Brand New Design - Tesla 3 launched in Malaysia.

Tesla Model 3 Rear Wheel Drive – RM189,000
Tesla Model 3 LR All Wheel Drive – RM218,000

1 month ago

Hatiharihari

So confident that it will arrive RM3 in 12 Sep, SinGor? 😁

1 month ago

weixuan0325

qr will be released by tomorrow right?

3 weeks ago

Hatiharihari

after market time today I guess

3 weeks ago

weixuan0325

why suddenly share price dropping...result not good?

3 weeks ago

SinGor

5 sen Dividend instead of 7 sen----Ayiaaa what can i do---Give me RM3 tomolo

3 weeks ago

RJ87

oh dammm...i tot no more tax benefit liao. QR should s*ck. Profit should drop back 50-60m
Manatau only drop 400K still make 100M profit, like this tmr RM3 liao.

3 weeks ago

troy88

well done. Very good QR. Still very much undervalued

2 weeks ago

RJ87

dunno which operators work. Purposely push down yesterdays price by 5sen. Then, let BAuto announce 5 sen dividend just to back to RM2.25. Without that rascal operator, Bauto will open RM2.3 today.

2 weeks ago

SinGor

Insider is Nothing compare to EPF "doings".....If EPF stop selling & Buy back just a Little, you can see RM3 soon

2 weeks ago

troy88

Cunning operator tricked bilis to let go cheap yesterday. This is casino de bursa..

2 weeks ago

Hatiharihari

Strong holders won't get influenced by the fluctuation of the share price

2 weeks ago

gohkimhock

wonder what BursaVulture have to say now.. Too much overhype on EV. Not even 0.01% of Malaysia vehicle market. No worries, BAuto will join the EV bandwagon once the situation is clearer. That's how you do investing.

2 weeks ago

weixuan0325

almost break 52weeks high...congratulation guys...

2 weeks ago

SinGor

It is now almost impossible to own a EV if you live in a Condo....no charging station in place. Try book a
charging unit outside, you have drive 2 hours Or wait 2 Hours.....Gov need to invest about 50 billion to
upgrade Power Line and sub-Station ( excluding Charging station )....You think Electricity is Free

2 weeks ago

Hatiharihari

Promising growth outlook for Bermaz Auto

2 weeks ago

gohkimhock

@SinGor exactly. Malaysia must build up the EV infrastructure first before importing the cars. This will take many, many years to do it.

2 weeks ago

RJ87

Don't be surprise to find out the bursavultures sapu big bunch at RM2-RM2.1. Now making 15-20%
Whole point ppl talk crap about a counter is because wanna buy cheap

------------------------------
gohkimhock

wonder what BursaVulture have to say now.. Too much overhype on EV. Not even 0.01% of Malaysia vehicle market. No worries, BAuto will join the EV bandwagon once the situation is clearer. That's how you do investing.

2 weeks ago

troy88

Nice uptrend to greater heights..

2 weeks ago

weixuan0325

nice one guys and kudos to operator haha...manage to reach 2.40 before closing...

2 weeks ago

RJ87

Maybank TP RM4.14.

2 weeks ago

Hatiharihari

Where is the link for MBB's TP, RJ87?

2 weeks ago

RJ87

This full write up will come later.

Maybank IBG Key Calls
Bermaz Auto Berhad - 1QFY24: Post-results briefing (BAUTO MK, CP: MYR2.30, BUY, TP: MYR4.14, Not Rated)
We came away from BAuto’s results briefing yesterday feeling positive. Our earnings forecasts, BUY rating, and MYR4.14 TP (12.5x FY24E PER; 5Y 12M fwd. mean) remain unchanged. BAuto maintains its FY24E target of 24k vehicle sales (+12% YoY), driven by strong bookings, improved supply chain, and upcoming launches. Backlog orders total around 4.5k units (c.4k for Mazda), with monthly bookings averaging c.1.8k units (vs. hist. avg. c.1.2k) even post the SST exemption holiday which ended in March 2023.

2 weeks ago

weixuan0325

https://www.klsescreener.com/v2/news/view/1202755

2 weeks ago

Fabien _the efficient capital allocator

There were 71,745 vehicles sold in Malaysia in August this year, 13% more than the 63,676 units sold in July, driven by improved supply chain issues and National Day promotional campaigns by some car companies.

According to the Malaysian Automotive Association (MAA), the number of vehicles sold in August this year is also 6% more than the 67,609 it reported a year ago.

2 weeks ago

SinGor

next Qr TP by loser TA will be RM5 ( just trying to out do MayBank )

2 weeks ago

Paul Tan

peugeot now 7 year warranty

https://paultan.org/2023/09/15/new-peugeot-models-sold-in-malaysia-now-come-with-seven-year-warranty-free-maintenance-limited-period/

2 weeks ago

RJ87

Strong buy with Max RM4.14 from Maybank.

IMO, PE 15 on 25sen = RM3.75.
Until then, hold tight tight collect dividend.
Even at RM3, estimated full year dividend at 16sen(4sen average). 5.3% DY still beats all FD out there.

https://www.tradingview.com/chart/fMeFdbHY/?symbol=MYX%3ABAUTO

2 weeks ago

Fabien _the efficient capital allocator

FY24 projected EPS (sen)

MBB - 33
HL - 30.1
KN - 24.5
MIDF - 27.8
PB - 18.4
RHB - 29
TA - 24.5

2 weeks ago

SinGor

First i say Tp 3.0 ....now with EPF buying 3 mil shares every other Day and if accumulate Back to previous 16--17%
we have a strong chance of Hitting MBB's TP RM4.0

2 weeks ago

Hoot9e

EPF buying is good news?

1 week ago

weixuan0325

As usual EPF keep on buying and disposing...

1 week ago

Azam Sahlan

is that technical shooting star for 20th & 21st Sept? (newbie in Technical)

1 week ago

weixuan0325

everyday open high low close...

1 week ago

Fabien _the efficient capital allocator

Yen sinks to 10-month-low after BOJ stresses need to keep easy policy. Positive for BAUTO

1 week ago

RJ87

10 million share traded. If these donkey don’t sell, will be Rm3 already.

1 week ago

weixuan0325

Such a big volume I guess you know who these donkey are...

1 week ago

Waller

wow, substantial shareholders started throwing...Should TP some?

6 days ago

troy88

One of the resilient stocks in a bearish market..

4 days ago

Fabien _the efficient capital allocator

https://mazda.com.my/vehicles/mazda-mx-30

3 days ago

Waller

Quite strong, Bauto was able to hit new high despite substantial shareholder sold

1 day ago

AlphaInvestor

Strong dividend yield about 6%

11 hours ago

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