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 [BERMAZ AUTO BHD:QoQ税前盈利增加,主要是由于销售组合的改变(更多高价值车型)]

3Q20 vs 3Q19:

YTD20 vs YTD19:

3Q20 vs 2Q20:

集团在本季度的税前盈利增加了510万令吉或17.5%,主要是由于国内业务以及其联营公司Inokom Sdn Bhd(“ Inokom” )的利润贡献增加。这主要归功于全新马自达CX-8车型的利润率更高。

鉴于普遍的经济不确定性和来自金融机构更严格的信贷评估,考虑到消费支出减少后,马来西亚的Total Industry Volume ("TIV")预计在2020年为607,000个单位,比2019年的TIV略高0.4%(604,287个单位)。

菲律宾中央银行对2020年可实现7%的增长感到乐观。根据菲律宾汽车制造商协会(CAMPI),卡车制造商协会(TMA)和Association of Vehicles Importers and Distribution ("AVID")的联合报告,尽管行业受到TRAIN法的全年影响,菲律宾在2019年的总销量为416,637辆,高于2018年报告的401,803辆。 Bermaz Auto Philippines Inc.(“ BAP”)寻求通过可持续经销商的支持以及新车型和改款车型的推出,来进一步加强其品牌资产,以保持收入和利润。
James Ng Stock Pick Performance:
Since Recommended Return:

a) FRONTKN (FRONTKEN CORP BHD), recommended on 12 Aug 18, initial price was RM0.715, rose to RM1.61 (dividend RM0.025) in 1 year 7 months 5 days, total return is 128.7%

b) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM1.60 (dividend RM0.04) in 1 year 8 months 16 days, total return is 106.3%

c) MI (MI TECHNOVATION BERHAD), recommended on 2 Jun 19, initial price was RM1.67, rose to RM2.64 (adjusted)(dividend RM0.055) in 9 months 15 days, total return is 61.4%

d) JAKS (JAKS RESOURCES BHD), recommended on 20 Jan 19, initial price was RM0.575, rose to RM0.755 in 1 year 1 month 26 days, total return is 31.3%

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页面与我联系。

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7月19日星期日:AG Hotel Penang, George Town 2份点心

10a.m. – 9p.m.,免费午餐和晚餐

7月4日星期六:Espira Sri Petaling, KL

7月12日星期日:Silka Johor Bahru Hotel, Johor Bahru

7月18日星期六:AG Hotel Penang, George Town

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James Ng
[BERMAZ AUTO BHD: QoQ pre-tax profit increased due to change in sales mix favouring higher value models]

3Q20 vs 3Q19:
For the quarter ended 31 January 2020, the Group reported a lower revenue and pre-tax profit of RM467.5 million and RM34.3 million respectively as compared to the preceding year corresponding quarter which reported a revenue and pre-tax profit of RM778.1 million and RM102.8 million respectively.

YTD20 vs YTD19:
For the 9-month period ended 31 January 2020, the Group registered a lower revenue and pre-tax profit of RM1.46 billion and RM128.6 million respectively as compared to the preceding year corresponding period which reported a revenue and pre-tax profit of RM1.95 billion and RM264.6 million respectively.

3Q20 vs 2Q20:
For the quarter ended 31 January 2020, the Group reported a revenue of RM467.5 million and pre-tax profit of RM34.3 million as compared to the Group revenue of RM457.2 million and pre-tax profit of RM29.2 million for the preceding quarter. The marginal increase in Group revenue of RM10.3 million or 2.3% despite lower sales volume recorded from the domestic operations was mainly due to change in sales mix favouring higher value models.

The Group pre-tax profit for the current quarter under review has improved by RM5.1 million or 17.5% mainly due to higher profit contribution from the domestic operations and higher share of profit contribution from its associate company, Inokom Sdn Bhd ("Inokom"). This was mainly attributed to better margin from the all new Mazda CX-8 model.

Total Industry Volume ("TIV") in Malaysia is projected at 607,000 units in 2020, a marginal 0.4% higher than the TIV in 2019 at 604,287 units after taken into consideration a moderation in consumer spending in light of prevailing economic uncertainties and tighter credit assessment from the financial institutions.

Philippines central bank is optimistic that 7% growth is attainable in year 2020. Based on a joint report of the Chamber of Automotive Manufacturers of the Philippines Inc ("CAMPI"), Truck Manufacturers Associations ("TMA") and Association of Vehicles Importers and Distribution ("AVID"), the Philippines total sales in 2019 were at 416,637 units, higher than the 401,803 units reported in 2018 despite the industry bearing the full year impact of the TRAIN law. Bermaz Auto Philippines Inc. ("BAP") seeks to preserve its revenue and profitability through further strengthening of its brand equity in tandem with sustainable dealer support and the launch of the new and facelift models.
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.

This sharing is purely a discussion and analysis of the sector, buying or selling at your own risk. Please Like and Share this post. Final decision is always yours, thank you.


James Ng
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