CEO, A. Stotz Investment Research

Dr. Andrew Stotz, CFA

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A. Stotz Investment Research

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Equity Bottom-Up

<ul>
<li>Improving asset turnover, solid short-term earnings momentum, and relatively strong analyst recommendation relative to its sector</li>
<li>New launches in FY2019-20 e.g. CX-3 facelift and 7-seat SUV CX-8 should stimulate sales going forward, sales was up by 20% in FY2018 YoY</li>
<li>Equity income from JV with <a href="https://www.smartkarma.com/entities/20528" target="_blank" data-smartkarma-citation="entities:20528:1">Mazda Motor (7261 JP)</a> should increase as production volume ramps up to meet strong ASEAN demand, production up by 40% YoY in FY2018</li>
<li>Attractive at a 19CE* 0.3 PEG ratio versus ASEAN sector at a PEG of 1.1 and BAUTO is net cash</li>
<li>Risks: Regulations and sluggish consumer demand</li>
</ul><p><em>* Consensus Estimates</em></p>


Improving asset turnover, solid short-term earnings momentum, and relatively strong analyst recommendation relative to its sector
New launches in FY2019-20 e.g. CX-3 facelift and 7-seat SUV CX-8 should stimulate sales going forward, sales was up by 20% in FY2018 YoY
Equity income from JV with Mazda Motor (7261 JP) should increase as production volume ramps up to meet strong ASEAN demand, production up by 40% YoY in FY2018
Attractive at a 19CE* 0.3 PEG ratio versus ASEAN sector at a PEG of 1.1 and BAUTO is net cash
Risks: Regulations and sluggish consumer demand
* Consensus Estimates

BAUTO (BAUTO MK): Strong Sales Momentum for Mazda in ASEAN

Malaysia

 Bermaz Auto Berhad distributes and retails automobiles. The Company also provides after sale services.

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Bermaz Auto (BAUTO MK)

BAUTO (BAUTO MK): Strong Sales Momentum for Mazda in ASEAN

Improving asset turnover, solid short-term earnings momentum, and relatively strong analyst recommendation relative to its sector New launches in...

A. Stotz Investment Research

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