Choong Wc's comment on BAUTO

KW Chin

If today closing is still above 2.00, it means this QR already incorporated in the earlier drop.

1 Like · 1 month · translate

Melvin My

Congrats fellow now that we upgraded become long term investor :)

1 Like · 1 month · translate

Selina Lim

Now can start enter ?

2 Like · 1 month · translate

Skylar

Monday better

2 Like · 1 month · translate

Choong Wc

Long term survival maybe need to add chinese ICE vehicle in the product range. ChangAn maybe as now they are partner is EV vehicles

1 Like · 1 month · translate

Elton Chan

Maybe all throw again after EX, 17/12

1 Like · 1 month · translate

赶羚羊草枝摆

1.95 collect a little bit...

1 Like · 1 month · translate

Choong Wc

Looks like this is the rock bottom result for Bermaz. Hopefully my assumption is correct and 3rd quarter should produce better result due to seasonal and year end promo campaign.

1 Like · 1 month · translate

KW Chin

Hopefully. As yr end sales high.

Like · 1 month · translate

Choong Wc

Should be alright comrade. As Bermaz already have new cx60, sportage, and all new cx5 in 2026 revenue and profit should be back to glory in FY2025/26. Just that the current FY need to bite the bullets

Like · 1 month · translate

JACK ES

from 2023 to 2024 basically most of the quarter revenue in downtrend. good luck

Like · 1 month · translate

bill hwang

I agree,sell first and re-enter in 2026.

Like · 1 month · translate

Choong Wc

The coming last 2 quarter for Bermaz should be stagnant or slightly better than current result as the market already gone through the wave of cheap Chinese car and with the salary adjustment for civil servant, bermaz should also benefit because lots of ppl still prefer to buy mainstream and reputable brand like Mazda.

1 Like · 1 month · translate

HONG XIANG LING

yes，i will buy new car nextyear

Like · 1 month · translate

Choong Wc

Yup maybe you can observe 3rd quarter and 4th quarter result before investing

Like · 1 month · translate

Choong Wc

Since the announcement on the 12th December, almost all investment firm has been downgrading TP for Bermaz so maybe their advice is correct as going forward there are not much catalyst for the share price to appreciate as the balance quarterly result expected to be almost similar to current quarter. Unless anyone want to promote to long term shareholder like most of the comrades joke in this forum.

Like · 1 month · translate

Choong Wc

Mmm another red day. The cheap and features packed chinese car really created havoc for all the mainstream car manufacturers. Don't know who can stand in the end?

Like · 1 month · translate

KW Chin

Can que at 1.80

Like · 1 month · translate

Choong Wc

Don't forsee much chance for the share price to go up in near term. Still buy?

Like · 1 month · translate

赶羚羊草枝摆

tomorrow dividend ex date might continue dumping...leek grow tall already need to trim a little bit so just be patient...

Like · 1 month · translate

Remmy Jr

Tomorrow and Jan. 16 add up is 10 cent dividend minus today share price 1.90 . Means below 1.80 can consider buy in.

1 Like · 1 month · translate

Choong Wc

No idea where is the good entry point. Just small consolation EPMB melaka factory has assembled 1k unit of haval car. Bermaz has 11% stake

Like · 1 month · translate

Choong Wc

Panic selling?

Like · 1 month · translate

Choong Wc

Since announced of the 2nd quarter result last week, believe a lot of retailers investor got purged out with heavy losses. Really is a bad ending for year 2024

1 Like · 1 month · translate

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

Like · 4 weeks · translate

Choong Wc

Lots of people still busy cut lost. Haizzz

Like · 4 weeks · translate

Selina Lim

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

2 Like · 4 weeks · translate

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

Like · 4 weeks · translate

Remmy Jr

Below 1.60 is possible today.

Like · 4 weeks · translate

Choong Wc

Now is like people rushing to cut lost

Like · 4 weeks · translate

Choong Wc

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

Like · 3 weeks · translate

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.

Like · 3 weeks · translate

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

1 Like · 3 weeks · translate

KW Chin

Mazda, KIA will increase price soon.

Like · 3 weeks · translate

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?

Like · 3 weeks · translate

HONG XIANG LING

cx60 cx60 cx 60

1 Like · 3 weeks · translate

Choong Wc

Panlai HongXiangLing

Like · 3 weeks · translate

Choong Wc

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

Like · 3 weeks · translate

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

1 Like · 3 weeks · translate

Choong Wc

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

1 Like · 3 weeks · translate

KW Chin

Perodua 的交易量很少，为什么马是大的交易量那么多咧？

Like · 3 weeks · translate

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

2 Like · 3 weeks · translate

Choong Wc

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

2 Like · 3 weeks · translate

KW Chin

All sell are retailers.

1 Like · 3 weeks · translate

Choong Wc

Yup.

Like · 3 weeks · translate

KW Chin

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

Like · 3 weeks · translate

KW Chin

Perodua still top performer.

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

Like · 3 weeks · translate

Choong Wc

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

1 Like · 3 weeks · translate

Robin Lim

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

Like · 3 weeks · translate

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

1 Like · 3 weeks · translate

Melvin My

All these cars have not launched in msia yet meh?

Like · 3 weeks · translate

Choong Wc

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

2 Like · 3 weeks · translate

Choong Wc

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

2 Like · 2 weeks · translate

Choong Wc

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

3 Like · 2 weeks · translate

Melvin My

Market response so so nia

2 Like · 1 week · translate

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

1 Like · 1 week · translate

Anson Wong

Bro, now can buy to keep?

Like · 1 week · translate

Andy Yeoh

still buy? will go to 1.30 in two months

1 Like · 1 week · translate

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

1 Like · 1 week · translate

Anson Wong

Thank you, Bro

Like · 1 week · translate

Barry Koh

Shouldn't buy on weakness now？

Like · 1 week · translate

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

2 Like · 1 week · translate

Melvin My

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

Like · 1 week · translate

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

1 Like · 1 week · translate

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

1 Like · 1 week · translate

Caleb Lau

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

Like · 1 week · translate

Caleb Lau

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

Like · 1 week · translate

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

2 Like · 6 days · translate

SUPER B

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

Like · 2 days · translate

HONG XIANG LING

just buy one ne cx30

1 Like · 2 days · translate

silentgaming 7376

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

1 Like · 2 days · translate

Choong Wc

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

Like · 2 days · translate

cw yeo

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

Like · 2 days · translate

cw yeo

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

Like · 2 days · translate

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

2 Like · 2 days · translate

cheng

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

Like · 2 days · translate

KW Chin

50 sens, ready...

Like · 2 days · translate

cheng

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

Like · 2 days · translate

Ashley Ma

than please sell. dont hold.

Like · 2 days · translate

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

Like · 2 days · translate

Choong Wc

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

Like · 2 days · translate

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.

Like · 2 days · translate

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 · 2 days · 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

Like · 1 day · translate

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?

5 Like · 1 day · translate

Melvin My

别人恐惧你贪婪, good

Like · 1 day · translate

Ashley Ma

可怜咯! 别人嚇到屁滾尿流。哈哈哈。我就不信它起不回。

4 Like · Yesterday · translate

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

Like · Yesterday · translate

Ashley Ma

那就给他下吧。下到1塊再入个100k.

3 Like · Yesterday · translate

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.