Choong Wc's comment on BAUTO. All Comments

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
Like · 1 month · translate
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.
Like · 1 month · translate
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.
Like · 1 month · translate
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
Like · 1 month · translate
KW Chin
After EPF cease to become substantial, they stop selling.
1 Like · 1 month · translate
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
Like · 1 month · translate
cheng
so, the partnership at corporate level is still intact then :) some breathing space for now with the price rebound.
2 Like · 1 month · 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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Like · 1 month · translate
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 · 1 month · translate
cheng
Thanks to Mr. Market for the rebound. Sold out my BAuto at a loss :(
Like · 1 month · translate
Fiona Lee
sell off so fast? maybe good news coming that's why it's up
Like · 1 month · translate
Choong Wc
Turn over more than 1 percent today.
1 Like · 1 month · translate
cheng
Automotive industry requires nerves of steel to stay invested and I dont have them, fiona lee :(
2 Like · 1 month · translate
赶羚羊草枝摆
Long time never see this counter share price increase so much in a day...
1 Like · 1 month · translate
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 month · translate
来都来了
strong reborn.
. woorst already over?
1 Like · 1 month · translate
Choong Wc
Definitely not yet
1 Like · 1 month · translate
来都来了
tauke super steady
1 Like · 1 month · translate
KW Chin
Bare in mind, epf still got 5% to throw. Question is when.
1 Like · 1 month · 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.
Like · 1 month · translate
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.
Like · 1 month · translate
Robin Lim
Traders who bought at bottom price were taking profit today ...
Like · 1 month · translate
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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Like · 1 month · translate
KW Chin
epf sold bauto to buy SCG & 99 Speedmart
Like · 1 month · translate
KC Chiok
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来都来了
tauke still steady support
Like · 1 month · translate
Choong Wc
Tauke buy through ESOS because lower price.
Like · 1 month · translate
Choong Wc
Not bad wor profit increase by more than 100percent compare to 1st quarter.
Like · 4 weeks · translate
Diu DIU DIU
if didnt can rebound 0.705 now..........Hahahahaha.........
Like · 4 weeks · translate
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
Like · 4 weeks · translate
KW Chin
Its due to price discount?
Like · 4 weeks · translate
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
Like · 4 weeks · translate
Choong Wc
Don't forget EPF still got ticket
Like · 4 weeks · translate
KW Chin
P/B, whats its indication?
Higher better?
Like · 4 weeks · translate
来都来了
jiaksai again meh...where boss
Like · 4 weeks · translate
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
Like · 4 weeks · translate
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
Like · 3 weeks · translate
Harith Naim
Can’t wait to see how H1 2026 unfolds.
Like · 3 weeks · translate
KW Chin
Got sales, but profit not quite.
Like · 3 weeks · translate
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 weeks · translate
Choong Wc
Today EPMB up 8 cents. Mmm wonder when EPMB will make significant earning and benefits Bermaz 11.5percent shareholding
Like · 3 weeks · translate
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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Like · 3 weeks · translate
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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · translate
Choong Wc
Yup the thailand plant will built mazda 2 hybrid and 6e
Like · 3 weeks · translate
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 · 3 weeks · 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 · 3 weeks · translate
David Lai
我是指长安。。不知道这几天会不会有消息。。
Like · 3 weeks · translate
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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · 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 · 3 weeks · translate
David Lai
现在这情况。。胳膊还不算断了一只吗?哈哈
Like · 3 weeks · translate
cw yeo
If pricing not attractive, they may not sell. That was the message from recent AGM.
Like · 3 weeks · 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 · 3 weeks · 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?
Like · 3 weeks · translate
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 · 3 weeks · translate
David Lai
今天隔壁epmb真多。。希望会带动这个。。
Like · 3 weeks · translate
Choong Wc
假设EPMB每年盈利1000万,Bermaz持有其11.5%的股份,那么EPMB每年只向Bermaz贡献100万。这就是为什么EPMB股价上涨带来的兴奋情绪并没有波及到Bermaz的股价。
Like · 3 weeks · translate
David Lai
研究的真细。。一切还是要看新车好不好卖。还有长安几时才真正进来。。
Like · 3 weeks · translate
Diu DIU DIU
Mr Choong Wc,if invest this comany,use 0.60 and dividend 0.47,maybe later dun have........this kind invest no need calculate de..........if this company later same insas invest inari,maybe have little use only,true is little only,dun dream.if muhibah invest master,this very high,sell die,take dividend i feel not enough cover bank interest.............this kind buy below 30% no lan use de,if u say company money very lan big,ok la.play only,can untung lo,cannt lose some,this kind ok only or this company can cover company main bussiness,this kind same ok de.........
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Like · 3 weeks · translate
Choong Wc
Ok tq
Like · 3 weeks · translate
Choong Wc
Why Vietnam distributor can display 3rd Generation Mazda CX5? Bermaz why don't have? Boss no request or Mazda Japan don't allow?
Like · 2 weeks · translate
Robin Lim
They wanted to conduct market testing in Vietnam first, I think ...
Like · 2 weeks · translate
Choong Wc
Should have take care of existing market 1st rather than explore new market that is still uncertain unless Mazda Japan know their car can sell like hot cakes in Vietnam
Like · 2 weeks · translate
Choong Wc
what a suprise EPF still got 5.1 percent.
Like · 2 weeks · translate
来都来了
why they buy again
Like · 2 weeks · translate
Barry Koh
EPF hired new operations staff for the investment segment?
Like · 1 week · translate
KW Chin
Selling starts
1 Like · 1 week · translate
Choong Wc
EPF come back everyone selling
1 Like · 1 week · translate
Harith Naim
EPF accumulating
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Bryan Tan
Consolidate
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来都来了
wait solid state battery car sure fly ... can charge faster
Like · 1 week · translate
Choong Wc
DEEPAL gone already? 2024 talking until coming 2026.
Like · 1 week · translate
Barry Koh
Still has XPENG, dnt worry
1 Like · 6 days · translate
Diu DIU DIU
sure dun worry.........vincent tan share will not die de,is u die only..........no need worry company will delist de............if u sure scare,ask gp chen,his will give talk 6 talk 7 give u heart syok de........................Hahahaha
1 Like · 5 days · translate
Connor Lee
Sleep again haha will drop or further up to 0.8?
Like · 1 day · translate
Choong Wc
Bermaz is like this
Like · 5 hours · translate
金融科技
便宜,加仓了,,,看好马自达前景
Like · 5 hours · translate
David Lai
大哥,多加点…如果没有一款大家会追捧的车款…他的业绩很难回来的…
Like · 5 hours · translate
金融科技
马自达有自己的粉丝,我刚刚买了
Like · 5 hours · translate
David Lai
真要回来,必须真的有一款爆款,chang an 谈了一年多,到现在还没消息…2026 不知道他们会拿什么抢回市场…
Like · 4 hours · translate
金融科技
马自达外形都一样,不可能有爆款。。而且开马自达会塞车。。维护费比vios高一倍
Like · 3 hours · translate
金龙柯基
RX-9 要来liao 可能会赚爆,utdpld我赚很多
Like · 2 hours · translate
Zhang Xue You
今天最后一天被压,明天开始就开始起到RM2
Like · 1 hour · translate
金融科技
mazda3 1.5相信这个是爆款
Like · 54 minutes · translate
金融科技
我自己买了,性价比超级高
Like · 54 minutes · translate
Choong Wc
Early of the year already sliding. Haizzz hopeless
Like · 42 minutes · translate