Choong Wc's comment on BAUTO. All Comments
Choong Wc
You are right bro but at current market competition and with Kia brand reputation is quite difficult to justify Kia sportage 1.6AWD same price as the Honda CRV Hybrid. Nobody will buy kia when you can have full specs crv for the same price
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SH Foo
不要去和市场作对，和自己的钱过不去
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Yike
short only last option to win
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Mr Goat
Yike, next week more show time until budget 2026. panic.
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Yike
index still very uptrend
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Mr Goat
respect u bro. i wait and watch drama only. good luck and ong ong.
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Yike
index 1600 closed..
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No Finger
EPF push index to 1600 then government madani can claim their achievement on 916 Malaysia day
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Yike
will keep sideways again until end of year .. this year cannot beyond 1600
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Choong Wc
Why SBB if price keep sliding.
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Yike
sbb pranks only .. actually tauke manipulated the market
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Elton Chan
Else the price will drop too fast. All lagi panic sell.
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KW Chin
Share buy back 2.4M, a lot.
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Choong Wc
if continue without solid counter measures, by early next year already 20 cents or maybe earlier
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Mr Goat
Company will collect more share buy back as treasury shares during cheaper price. Patient
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cheng
20 cents is pretty close to net cash per share. I think it's a bit too pessimistic.
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Choong Wc
Hope i can be optimistic but for the pass one year I just din see the Bermaz bosses has been very proactive in coming out with any contingency plan to mitigate the lost of sales. Only see come out with press statement blame everything on chinese cars. If this is 100 percent caused by China then Toyota and Honda has been manage the competition very well even Mitsubishi is doing quite well.
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Yike
let's short it below 10c
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Choong Wc
Just saw the all new Deepal s07 in yellow color in China really looks awesome and futuristic. Again seeing all these and look at Bermaz speechless.... haizzz
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赶羚羊草枝摆
target price by Affin Hwang 0.20 cents sad case...
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cheng
Hmm. Probably using conservative assumptions/variables for the estimate; less than 3 cents dividend, half the sales, half the margins.
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KC Chiok
bauto best bet is with xpeng in EV market segment, Mazda new model retail price is not going to make huge attraction to consumers when EV is making so lucrative offers
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Michael Saw
BYD GWM Cherry n group are eating the pies. Bauto no edge against them.
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Yam Fook Wai
BERMAZ & TAN CHONG now becoming abang adik
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Yike
15c max offer already
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william Lau
50 sen soon
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Yike
can offer 15c ? dividends no even 1c
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SHARE ACCOUNT
target rebound rm1...gogogogo
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Choong Wc
Finally Bermaz did something right. Cx5 price reduction 10k and cx8 20k across all variant. Although It may hurt the margin but still better than losing money. Believe with some marketing and now the price reduction sure there will buyer be given the cx5 is still an attractive and good car
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Choong Wc
https://www.facebook.com/share/p/18kUN2VaB7/
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SHARE ACCOUNT
seringgit dalam tangan...worst case still have 5%dividen every year...haha
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Choong Wc
With the 20k price reduction for cx8 is suddenly become very attractive before is 187k now only 167k. With this price previously is cx5 now become cx8. Just saw the booking for mazda 3 1.5 is 1700units. Cx60 is 500 units. Assuming this two new model contribute about 450 to 500 units per month plus 500 units per month then mazda sales will recover to around 1000 units per month which is about 70 percent from their peak which consider very good.
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Choong Wc
Wow cx80 also dropped to 297k liao previously 331k
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Choong Wc
Ben Yeoh finally open eye liao
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KW Chin
After share buy back kao kao, baru announcement drop price?
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Choong Wc
Now only wake up ma
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SHARE ACCOUNT
bos is buying...dont sell him cheap
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Choong Wc
Boss finally wake up. No longer said preserving 2nd value. Nowadays where got car manufacturers want to preserve 2nd hand value. Look at toyota and Honda already cut 10k to 15k since end of last year
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R.Y. SOO
No say like this how to press down the share price to RM0.60 then push up the share price to RM1
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KW Chin
August sales up.
If September sales up also, can buy somemore keep.
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SHARE ACCOUNT
give it a few years...will be back on track again...still got 5% dividen...so no worries keeping
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Choong Wc
With the price reduction and lower price for mazda 3 should provide cushion for bermaz in this 3 years
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Harith Naim
An Investor report indicates the third-gen Mazda CX-5 will be CKD in Malaysia within BAuto’s FY2027. (Source: Paultan)
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Choong Wc
Hope no delay like the deepal s05 and s07
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cheng
Thanks, Harith. That's a good news.
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Yeoh wei loon
deepal still have ? i tot already no more
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cw yeo
RM1.99 is good for Bermaz
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cheng
RM1.99 is a bit far fetched given the structural changes driven by the influx of China cars.
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Choong Wc
So far j7 and haval h6 has been showing increase in volume every month. While omoda c9 has been showing down trend from 600 units plus in Feb to 381 units in August. .
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cw yeo
So we shall wait for Deepal show
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cw yeo
I think the best strategy will be diversification between Petrol, PHEV and EV cars
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Choong Wc
Just saw the latest kia sportage with shortest wheelbase. Really looks nice. If Bermaz can bring in this top specs shorter wheelbase kia shortage and price against honda hrv ehev definitely will sell better than current overpriced long wheelbase. Metallic blue color looks good
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Choong Wc
Wow mazda ez60 launched in China with top specs below RM100k. Bermaz again..... take ..... n years
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Melvin My
EZ 60 is really competitive. Good price. If Bermaz can bring in next quarter then can save....but according to Bermaz 的尿性… …forget it
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赶羚羊草枝摆
maybe need to wait another 5 years...
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Choong Wc
S05 and s07 talk almost one year no sign of coming. Ez60 next quarter I can confirmed impossible. Maybe will not come malaysian market pun
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赶羚羊草枝摆
Ask the directors during AGM...
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赶羚羊草枝摆
Management wake up already Kia Sportage price reduction up to RM15k...
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Melvin My
You think they’ve finally come to their senses? Nah, they’re just forced into a corner
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Choong Wc
Good that there is price reduction but doubt it will boost sales for kia sportage as the brand reputation is so so only.
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赶羚羊草枝摆
Don't want to involve in price war with China brand eventually still have to tolerate...
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SHARE ACCOUNT
BYD is the future...other chinese brand will sleep soon
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SHARE ACCOUNT
someone with money...help this ceo push stock please
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Choong Wc
Finally.... Bermaz to CKD Xpeng G6 by middle next year. Hope don't just talk talk
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Choong Wc
https://paultan.org/2025/10/01/xpeng-to-ckd-cars-in-malaysia-by-second-half-of-2026/?fbclid=Iwb21leANJxdhjbGNrA0nEFGV4dG4DYWVtAjExAAEeyhEsXUa7MUZ_0vFm4Lwbhj9r1l7VOSO6iBDHTk63SvxTGknSNqbnVUWkY8Q_aem_s6e48xFzt3-gmZmHpD40PA
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cheng
Automotive industry is going to be tough to invest in the near future.
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the problem is EPF keep disposing...that why foreign fund also dont want buy...they dont want to get trapped like Pangolin asia.
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Choong Wc
Very tough. Honda just lower the bar again with 15k rebate and en1 rebate up to 30k
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next AGM can purposed to privatise...rm1 per share.
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cw yeo
CX-5 2.5 will be launched next year.
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cw yeo
CX-5 2.5 is CBU to be launched in 2026.
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cw yeo
CX-5 CKD to be available in 2027.
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Harith Naim
Patiently waiting for the right time to reaccumulate
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Choong Wc
No more tax holiday for CBU Evs
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Melvin My
This round budget good or bad to Bermaz?
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KC Chiok
Confirmed bad
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Mr Goat
Next week Monday open market will know. No more extension and imagine now tax holiday but sales are still so so only for EV. Sime also affected
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KC Chiok
I know 99smart will definitely benefited from another round of rm100
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Mr Goat
Next week 99 break RM3 ady but now US market all doom. Giler see the US chart now
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cheng
Owners scrapping a vehicle over 20 years old for a new national car purchase will receive a government/automaker matching grant of up to RM4,000.
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cheng
100% exemption on excise duty and sales tax will continue for the purchase of Proton and Perodua cars by taxi drivers and private hire car operators
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Hooi Khoon Tee
@Cheng is there any impact on bermaz with this newly announced budget?
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Choong Wc
Not much impact on Bermaz as the sales of XPeng is only less than 100 units per month. With the EVs price rise between 30 to 100 percent then the sales for ICE vehicles will pick up. Hopefully with Bermaz price reduction on cx30, cx5, cx8 and mazda 3 can attract more buyers.
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Choong Wc
Just remember, not sure if the OMV tax is enforce or delay. If enforce all cars will be affected CBU, CKD, another round of price war.
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cheng
Proton & Perodua benefitted from this budget, hktee. Nothing mentioned about higher levies or duties on imported/Chinese cars. As such, the structural shift in the industry driven by influx of Chinese cars is still there.
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cheng
The budget geared towards strategic investments and supporting households; higher disposable income if you will. And, the higher disposable income may not translate to higher Mazda sales due to the structural shift mentioned earlier. Bermaz competitiveness will be put to test to the limits in coming years.
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Hooi Khoon Tee
thanks Cheng and Chong for detail explanation on this new budget. Hopefully not much impact on Bermaz and pick up the sales in coming month
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cheng
You are welcome, hktee :)
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Choong Wc
As expected September no cx80 has been sold. Cx60 131 units almost same like August. Mazda 3 1.5 yet to deliver I guess. Kia Sportage again 18 units same like in August. XPeng X9 74 units 10 units more compare to August
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KW Chin
So Mazda sales in September is similar to August?
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Choong Wc
Nope got slight drop. Cx5 august around 250 units September 190 units
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Choong Wc
Surprisingly all chinese cars like J7, J8, c9 all sales dropped by halved
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Melvin My
Mazda new models launch + price cut/ discount also not laku? Habis
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Choong Wc
Price cut only take effect on the 16th September. October sales should give a better pictures on the effectiveness of this price reduction in attracting buyers
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KW Chin
Next yr EV no more tax exemption. Heard EV will ptice hike around 30%?
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Choong Wc
Should be but not much impact on Bermaz because the volume for Xpeng is around 100units per month 2nd lowest after Kia. With the increase in duty for EVs, deepal the long await maybe called off because is quite impossible Bermaz to CKD both Xpeng and Deepal
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KW Chin
Yesterday EPF buy 2.5Million shares.

Sekejap sell, sekejap buy...
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KW Chin
Today EPF again buy 1.3 Million shares.

Why EPF previously sell & now keep buying?
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Choong Wc
Buy high sell low
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EPF run by newbie.
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