Choong Wc's comment on BAUTO

Choong Wc

For those who intend to keep for long term maybe now is a good opportunity but for those who plan to gain short term profit better stay aside because there are no positive catalyst for the price to go up

1 Like · 1 month · translate

Choong Wc

The current situation with Bermaz is not an isolated case. Going forward auto makers and dealerships need to reinvent themselves to survive this auto industry turmoil

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Choong Wc

Lots of people still busy cut lost. Haizzz

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Selina Lim

Choong yala 。People still panic selling 。Bad experience for year 2024 。

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Choong Wc

Hi Selina. Not much of panic selling just that most likely lots of people already suffer heavy losses from Bermaz and now they have no faith that's why sell and cut lost

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Remmy Jr

Below 1.60 is possible today.

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Choong Wc

Now is like people rushing to cut lost

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Choong Wc

Those outsourced EPF fund manager really daring still acquired when the price dropped below 2

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Elton Chan

2 supposed is the strongest support. It was the price before covid and that time profit was about 40m per quarter same like recent qr.

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Choong Wc

https://paultan.org/2024/12/19/omv-excise-duty-revisions-to-take-effect-soon-ckd-car-prices-in-malaysia-to-go-up-by-8-to-20-in-2025/?fbclid=IwZXh0bgNhZW0CMTEAAR0AWd78esJG5EZeFvZHG2xjjt7D1YdYhJp7aMG7IyqAcjclj42rJ2e62KM_aem_-yr6PJNHmvQcV-gMi2a62w

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KW Chin

Mazda, KIA will increase price soon.

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Choong Wc

Hi guys the above article is worth reading. Is about new tax that will cause increased in CKD car price up to 20%. Could it be fund manager see this new tax can be an advantage to Bermaz? As they are going to CBU the new cx60 and cx80. As currently chinese cars are CKD so they are subjected to this new tax. Assuming Omoda C9 currently sold at 188k with 20% increase maybe go up to 228k. On the other hand mazda dealer expect cx60 CBU price maybe around 250k or 260k. Which one will you all choose?

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HONG XIANG LING

cx60 cx60 cx 60

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Choong Wc

Panlai HongXiangLing

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Choong Wc

https://paultan.org/2024/11/14/kia-ev3-to-be-launched-in-asia-pacific-markets-in-2025/

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Choong Wc

Bermaz product line will greatly improve in 2025. KIA EV3 is much better than current best selling BYD Atto3 and price expected closely matching Atto3

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Choong Wc

Thought today can close at yesterday price. Seems like the market really don't like bermaz

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KW Chin

Perodua 的交易量很少，为什么马是大的交易量那么多咧？

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Choong Wc

mbmr 为 perodua 和其他 CKD 汽车生产零部件。尽管预计对 perodua 的需求将保持稳定，但可能很快就会达到饱和点，因为明年当“开放市场价值消费税”生效时，CKD 汽车将变得更加昂贵，需求可能会下降。这将影响丰田、本田和中国汽车

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Choong Wc

Is it really bad at BAuto that people keep selling at huge losses?

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KW Chin

All sell are retailers.

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Choong Wc

Yup.

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KW Chin

https://www.klsescreener.com/v2/news/view/1447603

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KW Chin

Perodua still top performer.

It says Bauto maybe can buy & keep, dunno will bring go Holland or not?

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Choong Wc

Not sure but do agreed Bermaz has potential to rise again just dunno when

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Robin Lim

What will be the catalyst for Bauto to rise next ...?

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Choong Wc

Next year they will have cx60, cx80, deepal s07, xpeng x9 just sighted testing in malaysia and maybe Kia EV3. If the price of cx60 is below 250k then It will be very interesting car to buy. Other that new model, EPMB which Bermaz is the 2nd largest shareholder is the local assembler for GWM Haval and BAIC vehicle for 10years

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Melvin My

All these cars have not launched in msia yet meh?

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Choong Wc

Not yet bro. It has been displayed at KLIMS 2 weeks ago. All plan to go on sale next year

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Choong Wc

https://autobuzz.my/2025/01/02/deepal-is-driving-into-malaysia-in-2025-with-bermaz-appointed-as-distributor/?fbclid=IwZXh0bgNhZW0CMTEAAR1APBM2NDzWJiof76jeV64owYstxsazKM3XZgbwjgki87PDSVx2Mb4BqN4_aem_cpupEKuDz5mOK7In9TJxng

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Choong Wc

S07 EREV with 1045km range is coming. Interesting for Bermaz ChangAn

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Melvin My

Market response so so nia

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Choong Wc

Is like that bro. Car market competition very bad. Good thing is Bermaz is not big player and their product line is slightly above average than the rest

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Anson Wong

Bro, now can buy to keep?

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Andy Yeoh

still buy? will go to 1.30 in two months

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Choong Wc

Hi Anson. Not sure whether is a good time to buy, the market perception for auto related stock remain bad because bloodbath competition and petrol subsidy issue. Maybe can wait till launch of new cx60, s05,s07 and see the sale of these models. Hopefully got good surprises

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Anson Wong

Thank you, Bro

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Barry Koh

Shouldn't buy on weakness now？

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Choong Wc

Can expect better result coming quarter. Mazda sale back to 1k plus. Kia sale increase more than 100 percent in December and XPeng sold 132unit in December. Xpeng X9 also coming already appear in December car registration. Can match BYD sea lion

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Melvin My

You better be true...been losing huge on paper liao

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牛

brather the auto industry look oversupplied, if you cant hold better cut lose before your losses widening... how oftern u see mazda,kia,xpeng on the road...compare to toyota honda perodua proton benz bmw

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Choong Wc

Hi Melvin My. Same here been sitting on 5 figure paper lost. The sale figure is based on the latest car registration at JPJ so should be accurate. But market perception can't predict

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Caleb Lau

This stock seems like a cyclical stock, which needs complete passion to hold and wait for the results.

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Caleb Lau

It is suggested to not buy cyclical stock if dont have holding power as it may causes real loses...

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Choong Wc

从 JPJ 的数据来看，Bermaz 很可能实现了他们为 FY24/25 设定的目标的 60% 或 70%。股价也从历史最高点下跌了 43%。对于 FY25/26，股价升值将取决于新款 CX60、CX80、S05 和 S07 以及小鹏 G6 和 X9。如果传言称新款马自达 CX5 能够在 2026 年初推出，那么 Bermaz 可以取得更好的业绩

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SUPER B

Mazda is getting more popular or not. Let's look at the cars on the road~

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HONG XIANG LING

just buy one ne cx30

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silentgaming 7376

Im waiting for 2025 kia karnival...gonna change my old toyata innova.

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Choong Wc

Wow kia carnival. Very huge mpv. Anyhow is a well built mpv.

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cw yeo

https://www.kia.com/us/en/carnival-mpv-hybrid

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cw yeo

Very nice design, but not sure what type of spec will be made available

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silentgaming 7376

The premium one expected to be 230k...can say goodbye to japan recon car...this one will dominate the street...already proven reliable in korean and US market

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cheng

pricing for lower FY2025 performance? the first two quarters performance seems to be off the peak in FY23 and FY24.

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KW Chin

50 sens, ready...

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cheng

dividend seems to be no longer sustainable. Should be seeing lower dividend payout too

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Ashley Ma

than please sell. dont hold.

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Choong Wc

Maybe there will be improvement once the new models are launched. The sales of cx60, cx80, deepal s05 and s07 in other countries is very good

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Choong Wc

Mazda is selling more vehicles in other countries in 2024 with the exception of MALAYSIA because no new model. Haizzz

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cheng

double blow (lower sales + lower dividend). Are the specifications for the new models available? If not, it may take a while to get the new models.

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KW Chin

其实他又不是亏钱，只是少赚了一点，这么会掉到这样。

1 Like · 3 weeks · translate

赶羚羊草枝摆

刚好业绩爆雷鸡精和财团割韭菜套利，投行对于未来也不乐观，管理层也讲过2025财政年是具有挑战性的一年

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Ashley Ma

我买了40K股。总数100k。还想再买。散户嚇到抱着屁股跑路。有没有这么差。Mazda 会倒?

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Melvin My

别人恐惧你贪婪, good

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Ashley Ma

可怜咯! 别人嚇到屁滾尿流。哈哈哈。我就不信它起不回。

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SH Foo

MBMR perodua车卖到超好，人家股价才多过NTA一点，BAUTO NTA 0.63, 股价却去到1.4，明显卖贵了咯，还有排跌的

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Ashley Ma

那就给他下吧。下到1塊再入个100k.

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cheng

RM1? Not sure will go that low. However, FY25 is not looking good. Dividend is no longer sustainable. Will have to wait for signs of improved financial performance.

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Choong Wc

https://www.drive.com.au/news/2026-mazda-cx-5-spied-ahead-of-reveal-expected-later-this-year/

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Choong Wc

All new CX5 already testing in US. Expected to launch mid of this year

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Ashley Ma

wait mazda new model EV car....

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Choong Wc

Mazda ev6

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Ashley Ma

原來是kwsp 再搞鬼。送钱搞搞新噱子。

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YS Tan

still can buy the stock now?

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Ashley Ma

果然还没停。卖掉虎头加码。

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Ashley Ma

下午进200k在1.31, 1.30 顶住。哈哈哈。

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Choong Wc

Wow very aggressive

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eldlich Xdxdxd

kwsp 没有在搞鬼，他们投资有着自己的一套sop 。

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SUPER B

他们这种大机构相信是有不同的操作者, 所以有时会同一天买也同一天卖, 因为不同人在操作。我觉得是这样啦。

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Choong Wc

EPF 有几家指定的外部投资公司。每家都有不同的入场价格和策略。因此，EPF 同时出售和购买是正常的

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silentgaming 7376

Not a smart nove by EPF...that why i cash out epf fund and buy stock myself

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cw yeo

No longer allow right??

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cw yeo

I took out about 10 years ago

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silentgaming 7376

U can withdraw if have more than 1mil saving...plus im 55 this year

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cw yeo

Oh Okok , still need to work hard

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Choong Wc

If have 1mil in EPF better leave it inside. The EPF dividend also quite decent. Share market risk very high look at this Bermaz from 2.67 till now 1.3. If you put in 1 mil now worth less than 500k

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silentgaming 7376

Dont worry....im only buy IPO...no open mrket.

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cheng

Agreed with Choong. Unnecessary to put everything into one basket.

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Choong Wc

Yup Cheng. Is really not advisable to use retirement fund to invest risk is just too high. If spare cash then ok

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Ashley Ma

还好不用再泵钱进去了。下个星期再看。

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Ashley Ma

从12年数据來看。马来西亚人越來越穷。jialat 。

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Choong Wc

哪里可以看到？Ashley

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cheng

its possible, Ashley. Judging from the prices of food in the market / coffee shop; the spike in prices compared to salaries.

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Choong Wc

Hi Cheng. I still see many eating out and buying overly price beverages. Haha

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cheng

indeed, choong. it boils down to psychological versus economical needs and often, psychological part leads the way :) celebrations, reward, social activity, fomo with food vlogger, fatigue and easier to eat out instead of cooking and etc.

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Choong Wc

Hi everyone tomorrow is CNY. Hope everyone will have a properous and healthy year ahead. As for Bermaz I believe situation will gradually improve as more models will be launching like s07,s05, G9, X9, CX60, CX80 and maybe new generation CX5 later this year

5 Like · 1 week · translate

Choong Wc

With Mazda Cx60 launching in March, S05,S07 and X9 in 2nd half of the year, Bermaz should able to show recovery. If they can hit 23k unit in year 2026 then profit should able to match 2023 performances.