Choong Wc's comment on BAUTO. All Comments
KW Chin
August sales up.
If September sales up also, can buy somemore keep.
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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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BYD is the future...other chinese brand will sleep soon
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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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SHARE ACCOUNT
in few month...epf will run dry their share in Bauto.
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Choong Wc
Just saw the details review for the 3rd generation cx5. Seems like the cars gots lots of improvement on space, looks and interiors. People start to give positive feedback on the remove of the physical buttons. The looks almost identical to current model but looks more macho with the 3rd gen. Having say that if the pricing unable to compete with chinese cars maybe the sales may not as good as the current model when launch in 2018
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Harith Naim
People will get used to the design eventually. I will prolly trade in my CX5 to the new gen down the road.
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Choong Wc
Agreed. The 3rd generation cx5 still has beautiful and timeless looks. Just not sure whether the features and price is competitive enough to attract buyer with chinese cars aggressively rolling out more and more new features and budget friendly cars. Given Bermaz style most likely this new cx5 won't be available next year or maybe by the time is here is already 3 years old cars
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Melvin My
Heard 2 yrs later baru bring in msia? Guess how much Chinese cars will have advanced by then?
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Choong Wc
Same like the situation with cx60. Japan will only get 3rd gen cx5 somewhere in 2026, imagine Bermaz when will bring in
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Jaredgwee
New CX5 will launch in year 2027... Bermaz u got no card to play, tak apa tunggu je, not aggressive
Do something better than keep share buy back for nothing
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Elton Chan
Need time to set up CKD for new CX5
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cw yeo
Attended AGM, the boss said next year CBU CX5, CKD CX5 from 2027
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赶羚羊草枝摆
Where is Deepal btw?
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cw yeo
Still in discussion
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Yuan Chew
What is the price for CX5? Cheaper than CRV?
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Choong Wc
3rd generation cx5 should not be cheap giving that engine is 2.5NA and larger size. Not competitive against chinese SUVs
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KW Chin
If Bermaz sells cheap, no profit, share price down.
If Bermaz sells high, no sales, share price down.
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cw yeo
I believe they will know how to adjust and negotiate with the principal.
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cw yeo
Infact, their contract with Mazda has been renewed even 2026 only due.
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Choong Wc
Sales hit new low again?
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赶羚羊草枝摆
Very likely reveneue and profit continue shrinking...
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cheng
automotive sector will be tough and it has changed permanently due to influx of cars from China.
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Choong Wc
Haizz mazda is a good car manufacturer but now they are stuck in between unable to fully migrate to become premium brand for higher profit margin and unable to produce models that is cost efficient enough to compete with chinese cars.
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cheng
thats a good analysis, Choong.
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Choong Wc
Dunno what to said bro. Japanese brand especially mazda need reinvent the wheel again???? Haha
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cheng
Lol. Maybe Bermaz Auto need to adapt to the reality and reinvent itself to stay relevant?
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Choong Wc
how? Last year mentioned Deepal will be here in mid year. Now year end tailgate also can see. Some more act like business as usual
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cw yeo
They are doing the nego, if price not competitive, may not sell.
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赶羚羊草枝摆
I believe Deepal gone already Bermaz will focus on MAZDA & XPENG
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Choong Wc
If really gone then is a waste. Their car design quite good.
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赶羚羊草枝摆
Kia might become next Peugeot...
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Jen Xen Yeoh
Every mall I go to, I see JAECOO, HONDA, TOYOTA, ZEEKR but never MAZDA ?
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Choong Wc
Kia is another disaster. The boss himself thought he can sell 5000 units annually now barely reach 20 units per month. So koyak his projection.
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赶羚羊草枝摆
Totally agree...received dividend today breakfast can add 2 half boil eggs
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Jaredgwee
Wait until CX5, CX60, CX80 launched and CKD only got chance to turn back bad situation... Buy at this moment even cheap cheap price cfm get trap
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Choon Lim Phee
https://www.facebook.com/share/v/17ZpsBTj5K/?mibextid=wwXIfr
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Choong Wc
Yup the reintroduce mazda 3 1.5 high specs received lots of interest since it is a c segment car will full specs. Only drawback is smaller engine but then this is more economical for owner in long run because of lower roadtax from 500 for 2.0 now only 90 per year. Anyhow mazda is not known for being fast car. So this mazda 3 1.5 is quite a bargain for Japanese sedan car
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Melvin My
梁家辉给的勇气卖那么贵
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Choong Wc
多亏了梁家辉，每次堵车的时候我们都能看到马自达汽车。哈哈
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林水木
你有买马直达吗？我有不过我没买BAUTO。。。。
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some outlet didnt make any sale in october....pretty sure only chinese car available in future
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Choong Wc
Not suprise
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