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morning-run · the-breakfast-grille · 25 Sept 2012 · 25 mins listen
UMW Holdings Bhd CEO Datuk Syed Hisham bin Syed Wazir discusses:
- Auto business: Lending guidelines - Perodua - current status;
- New models outlook - three trick pony;
- Outlook for 2012 sales (1H: Perodua 93k, Toyota 52k) - full year and beyond?;
- Yen movements - impact on costlier Yen;
- Competition – South Korea’s Samsung and Hyundai;
- National Auto Policy - outlook - expectations;
- Sales slowing down in August across the board - National Auto Policy and Budget 2013 - expectations of lower excise duties - expectations;
- Hybrids: exemptions expected to extend through 2013. As it stands now: Toyota Prius versus Honda Insight - who is winning;
- Perodua - desire to move up into sedan segment - status - expectations;
- Heavy equipment - update;
- Oil and gas - disappointing Q2 - update;
- Status of O&G listing, as envisaged as long ago as 2009/2010;
- DRB as new owners of Proton;
- Circumstances under which Perodua will consider a merger with Proton;
- PNB at least 48% of UMW - EPF is 12%: - whether prevalence of GLIC funds - being known as a GLC - whether a concern;
- Strength in autos and equipment, weakness in oil and gas: outlook for full year profits;
- Dividends - outlook.
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