Skip to main content

Posts

Showing posts with the label Madza

Featured Post

Market Daily Report: Selective Buying Of Defensive Stocks Lifts Bursa Malaysia Higher At Close

 KUALA LUMPUR, July 29 (Bernama) -- Bursa Malaysia rebounded to close higher on Wednesday on selective buying of defensive stocks after a volatile trading session. IPPFA Sdn Bhd director of investment strategy and country economist Mohd Sedek Jantan said consumer products and services stocks lifted the key index higher, overcoming lingering geopolitical concerns. At 5 pm, the FTSE Bursa Malaysia KLCI (FBM KLCI) rose 3.08 points to 1,715.56 from yesterday’s close of 1,712.48. The benchmark index, which opened 1.91 points higher at 1,714.39, moved between 1,710.79 and 1,720.59 during the day’s trading. In the broader market, gainers outstripped decliners 550 to 476, while 612 counters were unchanged, 1,129 untraded, and 48 suspended. Turnover rose to 2.96 billion units valued at RM2.48 billion from 2.94 billion units valued at RM2.56 billion on Tuesday.

Mazda Sales and 10% Dividend Yield Expected to Bolster Bermaz Auto After Weak Quarter

Sales of Mazda and Kia vehicles are anticipated to rise in the coming months, despite a weaker-than-expected first quarter for Bermaz Auto Bhd (KL ) . Analysts remain optimistic, noting the company's above-average dividend yield of 10% and a proposed investment in EP Manufacturing Bhd (KL ) as positive factors. Bermaz Auto's net profit for the first quarter ended July 31, 2024 (1QFY2025), represented only about 23% of the consensus full-year estimate. However, RHB Investment Bank (RHB IB) maintains a 'buy' call on the stock, highlighting that the first quarter is typically a weaker period for the company. The decline in sales was partly attributed to a higher base of comparison from the previous year, driven by significant shipments of Mazda 3, Mazda 6, and imported CX-3 vehicles to clear backlogged orders during the Covid-19 pandemic. Looking ahead, Bermaz Auto's sales are expected to be primarily supported by its volume-heavy, locally assembled Mazda models, ...

BJ Auto - Plant Visit To Inokom

Last week, we met with Berjaya Auto (BAuto)’s Director, Dato’ Francis Lee and also visited Inokom Corporation (Inokom) in Kulim, Kedah . Inokom is the contract manufacturer of various marques including Mazda vehicles. Currently, BAuto owned 29%-stake in Inokom. At Inokom, we were taken on a tour around the assembly facilities of Mazda vehicles. Key takeaways from the meeting are (i) opportunity to improve export market, and (ii) more room for growth in the Philippines market in the medium term. However, we cut our FY16-17 earnings forecast by 3%-6% due to the revision in our assumption for JPY currency rates. Nevertheless, we are still positive on BAuto as we believe it should perform better than its peers in terms of earnings growth due to a more superior margin, stable dividend payout and net cash position. Our Outperform call on BAuto is maintained at a revised target price of RM2.58 (previously RM2.65) pegged to 13x FY17F. Opportunity to improve export market. Since June 201...