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CIMB mentioned Bermaz still has 2350 units backlog 55percent is Mazda 3 1.5. interesting to see how many order able to generate by new cx5 and 3.3T cx60. If the response is good, then Bermaz is at least able to maintain or get better in these 2 years
Cx5 yes but I doubt XPeng. Since launched last year I never see XPeng total sales surpass 200 units per month. Cx5 with the right specs and price I believe it will able to compete with CRV since now the overall size has increased tremendously.
Debt reduced. Cash reserve go up. At least fundamentally still sound. Hope the 3rd generation cx5 able to generate good sales like the outgoing cx5. I believe the 3.3T cx60 will also get good response given is European setup with Japanese pricing. A 2022 recond nx350 also cost the same as the 3.3T cx60 at 250k
Most likely will stick with Bermaz at least for now. Due to uncertainty in Malaysia Auto policy. Maybe tomorrow wake up policy say local partnership is mandatory. But I do agreed with Elton statement, Bermaz really lacking compare to others.
