Choong Wc's comment on BAUTO. All Comments
Choong Wc
This financial report bosses dare not commit which models will be selling well. Last year bodly mentioned 5k units of kia sportage for FY24/25. If Bermaz really want to compete with chinese brands sub 200k and c segments suv is the battle ground. Just wondering why mazda keep upgrading the specs in cx5 models in the rest of the countries but Bermaz here still no reaction? Especially in US, UK, Australia, Taiwan and even Japan itself all cx5 had been give specs upgrade and price reduction but not malaysia. Really wondering?
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Michael Saw
Chong if really survey the market u will see the answer
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cheng
Unlikely V-shape, Harith. BAuto missed the EV trends timeline, removed from MSCI small cap index, and lack of new models at the back of influx of China cars. It should be L-shape given it's clean balance sheet with net cash slightly over 200M and starting to see new models launching for sale / in the pipeline. Takes time for sales to pick up.
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Michael Saw
This not cyclical business u have cash also no use. Business drop due to facing most strong competittor n rival in history
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Choong Wc
What survey Michael?
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Michael Saw
Eu n japan paky margin, china play quantity not care margin hehe.. business cannot sustain in long run unless they bring in more china competitive brands like xiao mi n huawei
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Choong Wc
I do agreed with you Michael but Bermaz core brand is Mazda and japanese brand has long established in the automotive industry so is still important for Mazda or Bermaz malaysia to reinvent themselves to stay competitive. Not sure how chinese brand able to make profits but that is the question other auto maker has to figure it out.
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Michael Saw
Margin drop from around 15% to around 7%..will revenue n margin continue drop next few quarters. Think 3 times if u want to keep
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Malaysia 123
wait and see. wait china EV wars kill them selve. which one will be survive, whom will win and earn money afterward.
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Choong Wc
Close business soon. Haizzz
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KC Chiok
Don't worry, nta still way below current price
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william Ng
Hope to be delisted soon
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Alpha Beta Gamma
在 NTA 附近才买，比较安全
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Choong Wc
Looks like Bermaz really need to reinvent itself in a fast and effective pace. Time is not on their side
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Yike
wait 555, mine support 1
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Choong Wc
https://paultan.org/2025/06/18/2026-mazda-cx-5-third-gen-suv-gets-leaked-before-debut/
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Choong Wc
3rd generation cx5 has been leaked ahead of launching. Hope Bermaz won't take forever to bring and lose competitiveness in the c segment suv that is currently very crowded.
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cheng
The all new CX5? Any idea when will it be available in Malaysia?
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Choong Wc
I wish I know bro. But given the pace of Bermaz most likely here will be the last Asian country to get. Even Indonesia is ahead of us. Hope won't take forever to bring in like the cx60 and cx80. After debut 3 years in other countries here still promote as all new model.haha
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why not bermas bring new kia carnival 1st...all south sea already use it last year...only malaysia stuck with previous model
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cheng
Thanks, Choong. The new models availability in Malaysia can be a good question in AGM.
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Choong Wc
Kia Carnival again another failed model. To expensive and high fuel consumption. Given the price sold here should give hybrid version then the sales will be better. Not like now. Almost 300k for the top variant
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cheng
Mazda has higher margins. BAuto needs to keep the new models and facelift models available consistently. If it is a 5 years new models cycle, 5 years it is then and not 6 or 7 years.
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Melvin My
The management is a failure. Of which Lead by the CEO
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Choong Wc
Fail to anticipate and react that's Bermaz biggest issue. Mazda ez60 already start delivery in August in China yet here no news. Ez6 and ez60 is China made so is not a global car, US and Europe won't have these cars yet Bermaz unable to bring in. The JV with ChangAn established in 2023 but till now not a single car from ChangAn is here and go blame poor performance due to chinese cars.
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赶羚羊草枝摆
Their new car model takes forever to launch...already 2nd half of 2025 Deepal still not available yet
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Choong Wc
Honda and Toyota malaysia even got sales drop but not as bad as Bermaz. Both of this japanese brand has been aggressively doing promo and rebate. The best selling crv hybrid is having 8k cash rebate and 5 years free service. Toyota best selling corolla cross hybrid also give 4k rebate and free service. Yet Bermaz only giving 5k rebate for the sportage 1.6tAWD variant. After rebate crv hybrid is 188k, sportage is 185k. Which one will you choose???!!!!.
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so now what...we buy, we sell or we wait??
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ting pang eng
All those who have no faith in Bauto please sell and keep your mouth shut lest the noisy sound caused the hearing impaired:) :)
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these people never buy....they just come here harbouring cheap ticket
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Melvin My
Funny.....looking at the poor performing management but retails can't even condemn a word? Ohhh....could be proxy
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Choong Wc
Buy or sell own decision. Current market and Bermaz directions is not clear.
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Choong Wc
Lately lots of news on the on going price war from chinese automakers. Industry analysts worry this on going price war maybe have pushes automakers and their suppliers to cut corners to mitigates profits margin fading. If this is true consumers really need to stay vigilant. Hope all the automakers don't go below the safety standards to fight market share
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Choong Wc
https://youtu.be/I7ZowUFUb5w?si=VtgmtBrGTp4DeAX1
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Choong Wc
Finally Bermaz start engage car commentor again to promote their High Specs Mazda 3 1.5 and cx60
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Choong Wc
EpF selling again. Haizzz
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Yike
EPF short + disposal sure can rampsge
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Choong Wc
No choice EPF also suffer massive lost 2nd largest holder
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henry stephen
No hope ody
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bilis cannot do anything now...just sit at corner and watch
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Choong Wc
Lower and lower.
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Choong Wc
Unless got new volume contributor from Bermaz, now no point talking who is more accurate in predicting what will happen to the share price. Haiizzzz. Just a reminded to those Bermaz bosses, you all are taking salary and allowances please do your job
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ting pang eng
Bauto bosses are the business owner do you really think that they are not anxious and cracking their head to earn more for themselves ? Unlike us who are eyeing on share price movement :) I am sure they have better things to do to improve the business instead of let its sink
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Choong Wc
Hope you're right about them.
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KW Chin
Mazda
2024 average / month = 1233 cars
2025 average / month = 710 cars
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cheng
Mixed signal from analysts for automotive industry. Just chill first until optimistic faction takes the lead.
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赶羚羊草枝摆
EPF continue throwing...ceasing to be a substantial shareholder soon
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Choong Wc
Just saw a news, OMV tax still exist and schedule to implement 1st January 2026. If yes the local ckd models will be impacted as high as 30%. Maybe is can provide some advantage to Bermaz if OMV is on.
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Yike
EPF short disposal now sure savage tauke neo
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Choong Wc
How low EPF want to push?
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Yike
the low is infinite..can right issue 100:1
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Choong Wc
EPF really want to cut lost kaw kaw.
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Yike
they short + disposal can savage tauke neo
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Bsh Max
i guess epf gave up?
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KW Chin
If Bauto can give 10 sen dividend, at this price, is not bad woh
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Yike
hard lah .. Mazda car looks normal only.. only logo likes attack of titans
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Choong Wc
Bermaz already with internal issues now plus external issue like war going on. EPF sure try to conserve cash as much as possible.
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Alpha Beta Gamma
Selling 还是很够力，惨了，好像会跌破 7 楼
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Choong Wc
EPF will definitely reduce holding. Previous based 13% share it worth more than 250 million now only worth less than 70 million
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Malaysia 123
KWSP every time kacau kacau. stir up water fish.
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Yike
10%+ shares need dump a month
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war is over...permanenet ceasefire including israel force out from gaza and free all prisoner.
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Yike
Israel no more missile defence Liao..
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Choong Wc
EPF really press down kaw kaw. Possible press until below 5 % holding?
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Yike
EPF disposal short rampage
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赶羚羊草枝摆
most likely dispose all
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Choong Wc
Wah like that EPF sure lose money
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Yike
too much car on road already... unless saifu give rebate voucher for trade in
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Robin Lim
Foreign workers will need to pay EPF starting Oct. EPF can cover the losses from that. Hehe
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Yike
foreign also need 60years to withdraw?
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Choong Wc
If the workers leave malaysia permanently can withdraw early if continue stay then need to wait 55 years old
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Yike
Stil ok..can withdraw early
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Choong Wc
X50 and HRV already got face-lift. BERMAZ still no sign of anything new except add 12k for skirting and MS cosmetic accessory. Haizzzz
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Jaredgwee
China car focus on market 85k-200k badly hit madza, Honda, Toyota market, MG5 price 85k interior and spec, room is far far better than vios and city
Honda CRV mid year promo discount 10k, civic 5k, madza is on the way facing heavy traffic jam so not yet reach malaysia market
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Choong Wc
Haha drive mazda sure stuck in traffic
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Choong Wc
Saw Mazda dealers in others countries already advertise the introduction of 3rd generation of Mazda CX5 on the 10th July. Bermaz no news?
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Choong Wc
https://www.caranddriver.com/news/a65255258/2026-mazda-cx-5-teased/ mazda 3rd Gen CX5
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henry stephen
Bauto becoming Nokia where it can't adapt to new culture.
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Choong Wc
Oh shit
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Alpha Beta Gamma
最强指标来了，可以准备sailang 了 ～
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limittt uppp guysss
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Yike
so strong meh Ada flying car?
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Choong Wc
nothing special
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2026 dividen 12%
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Michael Saw
Yes around 10% reasonable n consider good la among the industry
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Choong Wc
expected 8 cents payout for 2026?
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1.5sen per qr plus 3sen special dividen..9sen in total.
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Choong Wc
ok wor
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Michael Saw
CX60 first batch cbu first batch arrival in september
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Michael Saw
If 10% div peice should worth around rm1 at least
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Choong Wc
Hope the sale able to pickup or offset by cx60 and mazda 3. Cx5 already no takers especially now 3rd generation already launching in other countries
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KW Chin
Epf sell when its low, & starts buying again now.
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its look like another EPF group selling and another group buying
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Michael Saw
Next will be Mazda EZ-6 (EV) No confirmed date yet. But with Thailand and Indonesia launching in 2025, Malaysia is expected to follow in late 2025 or early 2026, pending Bermaz's plans and tax policy timing.
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Choong Wc
Epf got many external fund manager. Different monkey different strategies
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Choong Wc
Bermaz not joining the introduction of All New CX5 on the 10th July. If Bermaz continue selling the existing cx5 then sales sure slump from bad to worst
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Michael Saw
Need to clear stock..dump price reduce inventory wise and strategies move
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Michael Saw
如果今天85收尾漂亮极了
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Choong Wc
If they do.....then good if not then sure end up like cx60 took almost 3 years later only come. Not mentioned another cx80 still tak ada
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Michael Saw
maintain the sales can get 10% div edi. If sales slowly come back then div higher lo
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