Choong Wc's comment on BAUTO. All Comments
cheng
lets see how bad is q2fy26. a sub 10 mil pat will not be good.
Like · 3 weeks · translate
Choong Wc
can almost confirm it will below 10 mil because the sales for cx5 keep touching new low. The sales number is higher is from cx60 which is CBU. Do3snt help in diluting assembly line overheads
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Daniel
Just look at the ever increasing number of China made cars on the road …. BYD Seal, Cherry, Jaecoo etc. Effectively, Proton is also “Made In China” cars too. Tuhu Car Care workshop centres from China will swamped various states in Malaysia soon too.
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Like · 3 weeks · translate
SHARE ACCOUNT
bermas cut contract with kia...the rumor is true about outlet closing.
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Choong Wc
Better. Kia can't sell
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SHARE ACCOUNT
yup ..better focus on chinese brand
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cheng
focus on Bermaz Xpeng and Bermaz Changan venture - Xpeng and Deepal; and mid to premium segment for Mazda.
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Choong Wc
Not sure changAn deal still exist????
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cheng
It should unless announced differently, Choong. Mazda Changan partnership is at the corporate level. Bermaz Changan should be distributing cars from the partnership.
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Choong Wc
Hope the partnership is still ON if not Bermaz won't have any EV models to compete with BYD and the rest
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Robin Lim
Very tough. The relationship between China and Japan are not good now
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cheng
cautious but not catastrophic to the extent of affecting the Mazda Changan JV. Both were still cooperating actively early of this month for the EU carbon emissions regulations. After all, Japanese automakers need China's market and their mfg ability/speed to market :)
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Like · 2 weeks · translate
Choong Wc
Maybe next week EPF will cease from being substantial shareholder. Now left 5.5 percent
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cheng
share buyback absorbing some of the volume disposed by EPF.
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KW Chin
In QR, cannot find company's order or order in hand?

Only revenue saja.
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Choong Wc
If good times got mentioned the backlog volume. Now bad times diam diam only. If not mistaken CEO set target for 11k units for FY25/26 which quite impossible already because so far not even one month hit 1k unit sold
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Harith Naim
I hope they don’t cheap out on their parts and labour during the free service and warranties.
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Choong Wc
Should be fine. They must use ori not oem if not kena sue.
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Choong Wc
EPF no longer substantial shareholder liao. Kia also will take over the distribution in malaysia. Better this way. Can't even sell 20 units per month
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Elton Chan
No longer distribute kia. Slowly xpeng and mazda. Close shop soon?
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Choong Wc
Haha you guess
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Elton Chan
Deepal also dont dare to come edi
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Choong Wc
Yup this partnership remain mystery. More than one year since announced partnership until now not even AAA battery is here. Bermaz snail mode has missed out lots of opportunities to build market share in EVs. Anyhow shedding Kia from the portfolio is a right move. Is just a matter sooner or later don't become like TChong still holding Renault
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Malaysia 123
Kia tak boleh lar. engin tak bagus. look pun macam 大水牛。How can sell.
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Choong Wc
Hope the Bermaz bosses able to fill up the gap with something saleable and make it fast as Bermaz is sinking fast. ......
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Choong Wc
Waterfall unlikely unless 2nd Quarter result on the 12th December very bad
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cheng
Epf has ceased to be substantial shareholder. No one else will have that much of shares to dispose / supply to the market. Demand for it will depends on upcoming performance - either a new norm of high single digit net profit or low single digit.
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Harith Naim
I’m betting the result will dip further for this quarter.
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Gajah Duduk
more dipper, more divident i guess
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Diu DIU DIU
dun think so much jo.....later see ur say more divided,u guess case................Hahahahahaha
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Malaysia 123
阿Diu 呀阿Diu囉. balik rumah belajar bagus bagus eng..ke.. lish, baru datang sini ketuk ketuh kuat kuat lar. ok
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Diu DIU DIU
u known u known lo.here is win money,u like heard nice english balik sekolah lo.....ok.....Thank You
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cheng
dividend payout / policy has nothing to do with share price, gajah duduk. the policy is distribution of minimum 50% of the profit attributable to owners. if profit attributable to owners is lower, dividend payout will be lower.
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Gajah Duduk
wow. that's statements clearly hurt the 'shareholder's feeling. lol.
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cheng
ooh. but that is BAuto's policy and not random statements. EPF has ceased to be substantial shareholders too as dividend payout will be much lower due to lower profits.
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Choong Wc
dividend payout depend on profit. The lower the profit the lesser dividend or maybe no payout. Share price doesnt tie with dividend payout ratio
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KW Chin
After EPF cease to become substantial, they stop selling.
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Choong Wc
Bosses are buying treasury shares thru ESOS
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Choong Wc
Oh shit mazda singapore already teasing mazda 6e. Dunno this Bermaz will take how long to get it in? Maybe 2 years like the cx60
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cheng
so, the partnership at corporate level is still intact then :) some breathing space for now with the price rebound.
2 Like · 2 weeks · translate
Choong Wc
Bermaz just extend the distributorship with Mazda. The question is whether the next generation cx5 is available at affordable price and come with full features which i doubt as the 3rd generation cx5 is 2.5 mild hybrid which could be price higher than current 2.5 l cx5. Most important is whether Deepal still with Bermaz?
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KW Chin
Automotive industry looks tough in Malaysia. Many China cars coming in, & last week Perodua launch new EV.
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Choong Wc
Perodua QV E is more like a joke. Battery rental 275 per month. Missed payment shutdown the car remotely. Their justification is help to preserve the 2nd value. Come on every year or almost every few month got new EV launching still talk about 2nd hand value. By 5 year the features already outdated
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1 Like · 2 weeks · translate
cheng
Thanks to Mr. Market for the rebound. Sold out my BAuto at a loss :(
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Fiona Lee
sell off so fast? maybe good news coming that's why it's up
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Choong Wc
Turn over more than 1 percent today.
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cheng
Automotive industry requires nerves of steel to stay invested and I dont have them, fiona lee :(
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赶羚羊草枝摆
Long time never see this counter share price increase so much in a day...
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Choong Wc
If ChangAn can add their ICE model to Bermaz then is a big boost to Bermaz. I see their ICE models can compete with GWM and Chery
1 Like · 1 week · translate
来都来了
strong reborn.
. woorst already over?
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Choong Wc
Definitely not yet
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来都来了
tauke super steady
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KW Chin
Bare in mind, epf still got 5% to throw. Question is when.
1 Like · 1 week · translate
Harith Naim
QR is expected to be released in 1-2 weeks right? Major price movements before QR :)
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Choong Wc
Expected on the 12th December. Result should be slightly better if no losses from the assembly line.
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Choong Wc
Haizz short lived
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cheng
will have to wait for the results whether its a new norm of single digit profit or it can still achieve low double digit profit.
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Robin Lim
Traders who bought at bottom price were taking profit today ...
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Choong Wc
good for them because so far there aren't any recovery plan been disclose or brief to shareholder by Bermaz. So the outlook will remain not optimistic for Bermaz. The sales for CBU cx60 and mazda 3 doesnt contribute much to the profit or maybe not enough to offset the overhead of the assembly line.
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KW Chin
epf sold bauto to buy SCG & 99 Speedmart
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KC Chiok
And FFB.kl
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来都来了
tauke still steady support
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Choong Wc
Tauke buy through ESOS because lower price.
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Choong Wc
Not bad wor profit increase by more than 100percent compare to 1st quarter.
Like · 6 days · translate
Diu DIU DIU
if didnt can rebound 0.705 now..........Hahahahaha.........
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Choong Wc
Wah Bermaz deliver 1398 units in Nov compare to 849 units in Oct. Mazda 3 768 units. Cx5 got 10 percent increase in sales. Hahaha this kia sportsge only 6 units in Nov luckily terminated distributorship if not continue bleeding
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KW Chin
Its due to price discount?
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Choong Wc
KW you mean cx5? Yes very likely but then cx5 is a good car just that chinese cars looks more aggressive and lower price
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Zhang Xue You
Morning fly to 74.5 and someone keep dumping walan eh
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Choong Wc
Don't forget EPF still got ticket
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KW Chin
P/B, whats its indication?
Higher better?
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来都来了
jiaksai again meh...where boss
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Choong Wc
Maybe need to wait till 3rd gen cx5 and s05,s07 launched only shatr price will move up. Temporary remain at this price already not bad at least
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Choong Wc
looks like in the end XPeng is going to take up Bermaz assembly capacity in EPMB Melaka plan. At least if without Deepal, Bermaz still able to get EV models from Xpeng in CKD. Mmm interesting development
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Harith Naim
Can’t wait to see how H1 2026 unfolds.
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KW Chin
Got sales, but profit not quite.
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Choong Wc
Expected. The margin for cx60,mazda 3 1.5 is not high because CBU. Bermaz revenue should slowly improve because xpeng will CKD with EPMB which Bermaz is the 2nd largest shareholder. Hopefully will able to.CKD cx60 ASAP and should Kia able to improve their sales also will help Bermaz because 40 percent of the assembly factory for Kia vehicles own by Bermaz
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1 Like · 3 days · translate
Choong Wc
Today EPMB up 8 cents. Mmm wonder when EPMB will make significant earning and benefits Bermaz 11.5percent shareholding
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cheng
it will take at least one to two years to enable xpeng production line at epmb; assuming there is such capability at the existing epmb facility. will be longer or building castle in the sky if there is no car production line in existing epmb facility.
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Choong Wc
It's seems EPMB already announced they will also assemble x9 REEV in melaka plant. Hope this x9 reev will price cheaper then should attract more potential buyers
1 Like · 2 days · translate
cheng
another way to know the exact capacity of the epmb plant is to look at its gwm cars produced from the epmb plant. not much info on exactly how many cars produced and sold from epmb plant; theoretically 30k annual capacity based on phase2 expansion. Assuming it is a fully functional line, safe to assume one to two years time frame to enable the xpeng production line.
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1 Like · 2 days · translate
Choong Wc
When Bermaz bought 11.5 percent in 2024 got mentioned annual capacity is 6000 units. So is about 500 units per month but now with the phrase 2 factory start commencing this month the annual capacity already increased to 30k per year.
1 Like · 1 day · translate
cheng
Maybe the EPMB and Xpeng FAA and VAA is to test epmb capability; test water. the EOP seems a bit short for G6 and X9; less than 2 years. Normally, cars have different variants and upgrades.
1 Like · 1 day · translate
Choong Wc
Now the missing link is ChangAn. Dunno the partnership still exist?why XPeng can confirm so fast while ChamgAn take forever? Problem with Bermaz or ChangAn?
1 Like · 1 day · translate
cheng
2027 in Thailand. Malaysia will probably be in 2028 onwards at the earliest? https://newsroom.mazda.com/en/publicity/release/2025/202502/250214a.pdf
Like · 23 hours · translate
Choong Wc
Yup the thailand plant will built mazda 2 hybrid and 6e
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David Lai
choong wc，说了今年会进来。。还有两个礼拜，今天就结束了。。不知道会不会延期。。
Like · 23 hours · translate
Choong Wc
你指的是马自达6E吗？我不确定，从没听说过它会引进马来西亚。新加坡已经确认会引进马自达6E，但马来西亚还没有消息。你看到任何相关公告了吗？
Like · 22 hours · translate
David Lai
我是指长安。。不知道这几天会不会有消息。。
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Choong Wc
哈哈，你说的是长安吗？我也想知道。泰国、印尼、新加坡甚至菲律宾都已经开始销售了，除了马来西亚。Bermaz 也一直没有更新消息。我担心长安可能改变主意了，或者自己直接销售。Deepal，我也不太清楚到底发生了什么。
Like · 22 hours · translate
David Lai
是啊，年头到现在。。就没有消息了。你知道在其他国家，都是和别人合作。还是他们自己卖？
Like · 22 hours · translate
Choong Wc
所有这些销售迪帕尔摩托车的国家都是通过指定经销商销售的。所以我无法理解为什么他们无法进入马来西亚市场。有些国家甚至获得了销售长安燃油摩托车的授权。
Like · 22 hours · translate
David Lai
所以咯。。他们如果要自己卖。就要更多的开销。。找人代理是最好的了。。而且年头都说了会引进。。我相信差不多要有消息了，如果是取消了。也会公布的。。
Like · 22 hours · translate
Choong Wc
希望你是对的，兄弟。如果不是，那就跟BAuto的胳膊断了一样。
Like · 19 hours · translate
David Lai
现在这情况。。胳膊还不算断了一只吗？哈哈
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cw yeo
If pricing not attractive, they may not sell. That was the message from recent AGM.
Like · 19 hours · translate
Choong Wc
现在伤势严重。如果经销权终止，那就可以说手臂断了。
Like · 19 hours · translate
Choong Wc
That's the big question mark? Why BYD, MG, Leapmotor, Tesla all can sell quite well. Why only Deepal is not competitive? Or what make them not competitive?
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David Lai
也是有道理，看看接下来怎么公布吧。。不管好与不好。应该都会有公告的。。他也不是小公司。我相信。。会捎来好消息的。。
Like · 18 hours · translate
Diu DIU DIU
https://www.facebook.com/share/p/1AHHTVbXEE/
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