BAUTO (5248) 成功汽车 - [BERMAZ AUTO BHD:减少营销,广告费用及经销商激励措施,菲律宾增加3家经销商,介绍新车型来保持销量和合理的增长率] - James的股票投资James Share Investing


 [BERMAZ AUTO BHD:减少营销,广告费用及经销商激励措施,菲律宾增加3家经销商,介绍新车型来保持销量和合理的增长率]

截至2018年7月31日止季度,柏马汽车分别录得收入及税前利润为4亿8540万令吉及6,720万令吉,而去年同季则录得收入及税前利润为3.912亿令吉和3170万令吉。

集团收入大幅增加9,420万令吉或24.1%,主要是由于国内业务的销售量因商品及服务税(GST)由标准税率6%变为0%而有所改善。今年6月推动了客户需求,尤其是新款CX-5车型。

柏马汽车税前利润亦大幅增加3,550万令吉或112.0%,主要由于收入增加及国内业务毛利率改善,以及其联营公司Mazda Malaysia Sdn Bhd ("MMSB")的利润贡献份额增加。毛利率的改善主要是由于有利的销售组合和马来西亚令吉兑日元走强,而MMSB的利润贡献份额较高主要是由于新CX-5型号的产量增加以满足国内和出口市场两者的需求。

前景:
尽管最近宣布由于供应受影响导致2018年第二季度国内生产总值只增长较慢的4.5%,但预计经济仍将保持稳定增长(被私营部门支持)。汽车行业最近受益于2018年6月1日消费税标准税率从6%变为0%,使消费者购买情绪得到提振和销量加速。

马来西亚2018年7个月乘用车的总产业量(“TIV”)与去年同期相比,同比增长7.7%。马自达的销量也有所增长,增长了43%。然而,SST可能会因为通过今年8月以后的销售波动性降低,可能更高的销售量,营销,广告费用及经销商激励措施减少,而减轻影响。

Bermaz Auto Philippines(“BAP”)寻求通过经销商数量从2018财年初的18家增加到2019财年末预计的21家经销商,以及介绍新车型来保持其销量和有助于保持合理的增长率。
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James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.895 in 1 month 2 day, total return is 25.2%

2) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.60 in 2 months 6 days, total return is 19.8%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 2 month 13 days, total return is 10.1%

我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):

预计公司每年的增长率必须> 14%

我想说服读者学习基本面分析FA以便能从股市赚钱。

我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系

【看懂年报和季报】课程
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日期:10月7日星期日
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日期:10月14日星期日
地点:George Town (Penang)

日期:10月21日星期日
地点:M Hotels (Kuching)

日期:10月28日星期日
地点:Johor Bahru

有兴趣的朋友,可以电邮或PM FB page联络我
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最终决定永远是你的,谢谢。

James Ng
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[BERMAZ AUTO BHD: reduced marketing and advertising expenses as well as dealer incentives, add 3 dealers in Philippines, preserve sales volume and contribute growth rate through new model introductions]

For the quarter ended 31 July 2018, the Group reported a revenue and pre-tax profit of RM485.4 million and RM67.2 million respectively as compared to the preceding year corresponding quarter which reported a revenue and pre-tax profit of RM391.2 million and RM31.7 million respectively.

The significant increase in Group revenue of RM94.2 million or 24.1% was mainly due to improvement in sales volume from the domestic operations as the change in Goods and Services Tax ("GST") from the standard rate of 6% to 0% in June this year has boosted customer demand, especially for the new CX-5 model.

The Group's pre-tax profit also increased substantially by RM35.5 million or 112.0% largely due to higher revenue and improvement in gross profit margin from the domestic operations, and higher share of profit contribution from its associate company, Mazda Malaysia Sdn Bhd ("MMSB"). The improvement in gross profit margin was mainly due to favourable sales mix and a stronger Malaysian Ringgit against Japanese Yen, while the higher share of profit contribution from MMSB was mainly due to increase in production volume for the new CX-5 model to cater for both the domestic and export markets.

Prospects:
The economy is expected to remain on a steady growth supported by private sector, despite the recent announcement of slower GDP for the second quarter 2018 at 4.5% due to supply disruptions. The automotive industry has recently benefitted from the change in GST standard rate from 6% to 0% effective 1 June 2018 where consumers buying sentiment has been boosted and sales volume accelerated.

Total Industry Volume ("TIV") for passenger cars in Malaysia for the 7 months of calendar year 2018 was 7.7% higher year-on-year. Mazda's sales volume has also improved with a growth of 43% compared to the same period last year. The impact of SST may be mitigated, however, through lower sales volatility after August this year with potentially higher sales volume, reduced marketing and advertising expenses as well as dealer incentives.

Bermaz Auto Philippines (“BAP”) seeks to preserve its sales volume through the growth in the number of dealerships from 18 at the beginning of the financial year 2018 to 21 dealerships expected at the end of the financial year 2019, as well as new model introductions which are expected to contribute to a reasonable growth rate.
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James Ng Stock Pick Performance:
Since Recommended Return:

1) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM0.895 in 1 month 2 day, total return is 25.2%

2) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.60 in 2 months 6 days, total return is 19.8%

3) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.875 in 2 month 13 days, total return is 10.1%

I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:

the forecasted growth of a company must > 14% per year

I wish to convince readers to learn FA in order to make money from stock market.

I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/



In order to facilitate the query of the company and stock picking articles and videos I have written, an index has been produced. Everyone can find company and stock picking articles and videos from https://klse.i3investor.com/blogs/general/173652.jsp by date.

James的股票投资James Share Investing Blog: https://klse.i3investor.com/blogs/general/

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Final decision is always yours, thank you.

James Ng

https://www.facebook.com/jamesshareinvest/posts/2115071858759557