PETALING JAYA: MBM Resources Bhd
(MBMR) is expected to deliver a stronger fourth quarter ending Dec 31, 2025 (4Q25), supported by firmer industry production levels and sustained demand across its key marques, according to analysts.
Kenanga Research said it is “upbeat” on the group’s outlook, noting that the group is positioning for a stronger 4Q25 on the back of higher total industry production (TIP).
“MBMR guided for stronger 4Q25 on increased sales momentum for its dealership especially for the Jaecoo brand and auto parts manufacturing driven by both Perodua and Proton on increased total industry production level with both electric vehicle (EV) plants’ commercial production slated for 4Q25,” it said.
Kenanga Research pointed out that Jaecoo’s year-to-date till Sept 30 sales stood at at 327 units and a 2.3% total industry volume (TIV) share, “consistently above 100 units/quarter versus below 100 units/quarter last year”.
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