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Bonus if drop below 1.60. imagine UMW + SIME worth this share price. It will fly back within 6-12 months + resolve tariff issue. Personally feel BA Auto is good too.
Shawn Chea, indirect impacts from the supply chain. When the manufacturers assemble the cars. they get the spare parts etc like steels, plastic, chips, electronic component from affected countries if have. It is not major affected but some how least affected. Bear in mind for OMV exercise duty too if not favouble, that will affect car sales in coming year 2026.
I hope they can consider to postpone the OMV. only 2 items can boost the economy. Car and property. no other items can spending bigger than this 2 items. Good luck SIME.
10 - 15 years old car's lifespan policy. I dont think it will happen in Malaysia. Our neighbour Singapore is having this policy & need to deregister and pay for the certificate of entitlement.
下个月的 QR 应该会多一个 300m多的 one off gain，应该会有 0.01 special dividend，要自行减回出来看实际的业绩
应该会有傻子看到多 300m profit 去傻傻追高，如果 core profit 是下跌的，你可以趁这时候快点套现
又要去旅行了，等下个月 qr 出了再回来看