Posted by cwc1981 > 3 days ago | Report Abuse

Bermaz has 11percent stake in EPMB which assemble vehicle for Haval but they are not the distributor. ChangAn already have factory in Thailand definitely will come here next year just do not know whether ChangAn be here on it own or appoint distributor

Posted by mf > 2 days ago | Report Abuse

Name
Last
Chg.
Chg. %
Vol.
Time
Bitcoin
101,312.5 -5,171.8 -4.86% 162.72K
15:08:34

Posted by cwc1981 > 2 days ago | Report Abuse

No sign of recovery

Posted by SinGor > 2 days ago | Report Abuse

donT confused Mazda and Proton Saga.....Mazda, Mercedes, Lexus are for Rich people ( only design matter
money no problem ) People become rich when economy Climbs.....In Malaysia CEO dont drive Axia to work

Posted by cwc1981 > 2 days ago | Report Abuse

Can elaborate a bit bro?

Posted by iscmob > 2 days ago | Report Abuse

The hike of Ron95 has a long term implication for electrification. Consider it. Besides, the press did echo this recently.

Posted by iscmob > 2 days ago | Report Abuse

EPF bought half a million units yesterday ...

Posted by cwc1981 > 2 days ago | Report Abuse

Until the sales improve, the price will continue in depress

Posted by iscmob > 2 days ago | Report Abuse

i hope it bottoms up soon and also hope xpeng sales hit 900 by next Apr.

Posted by SinGor > 2 days ago | Report Abuse

bauto management brings in Top end of Madza Brand Or Chinese EV ( maximise profit ) When petrol no longer
Sell, there is always EV Brand---Most important Economy must keep growing

Posted by cwc1981 > 2 days ago | Report Abuse

Seems like this bermaz is in deep trouble looking at the rate it drop. Everyone who still holding and cutting lost is suffering with heavy losses including myself. Haizzz

Posted by weixuan0325 > 2 days ago | Report Abuse

Big shark still not yet finish unloading...if can't manage to cut loss in time better don't do anything just let it be...

Posted by weixuan0325 > 2 days ago | Report Abuse

Got rebound also "dead cat rebound" their tactic to lure retailers in...don't catch falling knife share price might sink deeper to 1.20...

Posted by Amazonboy > 2 days ago | Report Abuse

Bursa is like a casino...u place your bet@ the wrong place & time u lose...

Posted by cwc1981 > 2 days ago | Report Abuse

Everyone is losing money with Bermaz because EPF is the 2nd largest shareholder with almost 14%. Really hope the bosses has remedies to stop the sliding and regain the shareholder confidence

Posted by cwc1981 > 2 days ago | Report Abuse

Already lost 26% from the all time high

Posted by weixuan0325 > 2 days ago | Report Abuse

EPF doesn't care because they use our money to invest...Sbb from directors won' help much as the volume is just minimal...

Posted by cwc1981 > 2 days ago | Report Abuse

True

Posted by Tanleechoo > 2 days ago | Report Abuse

All Japanese cars will be affected by entry of china cars ..

Posted by cwc1981 > 2 days ago | Report Abuse

Hi weixuan0325. The share bought by the directors doesn't consider as share buyback for BAuto as the share is bought under Dynamic Milestone is a holding company co owner by few directors. So it doesn't involve any money from BAuto the share are bought with directors own money through this holding company.

Posted by onekeyman > 2 days ago | Report Abuse

any insider here? this company still ok?

Posted by value_seeker > 2 days ago | Report Abuse

Most likely will drop until oversold. But what is the oversold point? That is of interest to value investor.

Posted by dawchok > 2 days ago | Report Abuse

Poor latest quarter earnings and worst still it was magnified by the wrong pessimistic note in the report. Double down lol

Posted by garydonald21 > 2 days ago | Report Abuse

The most important point is where is the stopping point of the falling trend. I guess EPF also catch the wrong ball at the wrong field like myself, I though yesterday will be the rebound point so I decided to buy in, like what EPF did they buy in 500k, I buy in 5k,hahahhah who know this morning when I look at US market. Aiyo. Hope 1.55 is their lowest

Posted by weixuan0325 > 2 days ago | Report Abuse

Yes I know I mean shares acquired by the 3 directors...I should use "acquired" instead of sbb my bad...

Posted by Cheers > 2 days ago | Report Abuse

EPF buy more the stock will drop more don't follow epf

Posted by Greg14 > 2 days ago | Report Abuse

Same I bought in some at 1.6+, but still keep some cash in hand, speculating when lowest point/acceptable price enter again further pull down buying price haha

Posted by pujut > 2 days ago | Report Abuse

Bilalah mau jatuh sampai rm1 ni lambatnya nak tambah lagi ni

Posted by cwc1981 > 2 days ago | Report Abuse

Never expect the drop can be this bad. If this drop prolong slowly will go Sime and others auto related counter maybe with an exception of MBMR because producing for perodua which is shielded from the blood bath

Posted by cwc1981 > 2 days ago | Report Abuse

Those outsource EPF fund manager really daring aquire when price dropped 25%. Not their money so aggressive also no problem. Haha

Posted by Greg14 > 2 days ago | Report Abuse

year end and new outlook for private vehicle next year with petrol subsidy removal and EV rising popularity bah.. really have to hold and see, cut loss that boat had sailed away for me, now is only average down price for longer term holding/value only

Posted by cwc1981 > 2 days ago | Report Abuse

Greg14 I admire your spirit but seeing the price keep sliding is very painful like what I'm enduring now. Don't know when can see the light. Anyhow good luck to everyone

Posted by cwc1981 > 2 days ago | Report Abuse

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

Posted by cwc1981 > 2 days ago | Report Abuse

Hi guys the above article may worth reading. As this new tax system on the 1st of January 2025, CKD price may go up to 20%. Let assuming the price Omoda C9 currently sold at 188k with 20% increase the price will go up to 228k. Again let assume the new cx60 CBU is price at between 250k to 260k for 2.5cc PHEV, which one will you all pick? Maybe this can be one of the advantage for small auto player like Bermaz. Do fund manager also see this?

Posted by cwc1981 > 2 days ago | Report Abuse

The price range for new cx60 is assumption that mazda dealer expect. It doesn't come from my imagination. Haha don't scold me ya

Posted by Greg14 > 2 days ago | Report Abuse

cwc1981 cheers bro sure got ups and downs one.. its a learning process to ride the waves ;)

Posted by weixuan0325 > 2 days ago | Report Abuse

cx30, cx5 and kia sportage price will increase as well...

Posted by Greg14 > 2 days ago | Report Abuse

maybe prior to price increase, will have a round of big sales pocketed in to boost up earnings first? cx30 is quite a popular model recently since CKD since 2023, saw alot on roads. cx60 wise i think market more likely targeted on those Lexus customer, low profile luxury stuff given

Posted by cwc1981 > 2 days ago | Report Abuse

Agreed weixuan0325. CX30, CX 5 and Sportage will continue to battle within the highly competitive mid range SuV segment. But with new OMV tax starting 1st January it will bring the price narrower for Honda CRV, Omoda C9, BMW x series and VW Tiguan. With this price different most likely people will choose the fully imported Mazda CX60 over the rest. Bermaz is just a small player, I don't know what is the combine sales for those CRV and etc but if Mazda manage to sell 6k unit for cx 60 annually, 10k of CX 5 as what happened now, 4k unit of cx30 and maybe 1.5k unit of xpeng and plus 1k unit of all the kia vehicles. I believe with 22k unit of sales annually Bermaz should able to go back to 2023 record profit

Posted by cwc1981 > 2 days ago | Report Abuse

Hi Greg14. Good observation actually in August till October the sales for cx30 and cx5 is 40:60

Posted by cwc1981 > 2 days ago | Report Abuse

With OMV excise tax come in force Proton suddenly see itself become competitive against the chinese cars because it is a local car. Not so good news for Toyota and Honda

Posted by dompeilee > 1 day ago | Report Abuse

Instead of trying my luck in BAuto, I instead targeted the force behind the co., buying Mazda Motors in Tokyo trading yesterday @ ¥978.3 for the 1st time ever!

Posted by iscmob > 1 day ago | Report Abuse

EPF bought one million units. ... averaging down

Posted by Amazonboy > 1 day ago | Report Abuse

Enter@1.59...still got 3 sen div otw...value buy...Lol

Posted by dawchok > 1 day ago | Report Abuse

Agreed that @1.59 is a value buy especially for dividend investors.

Posted by cwc1981 > 1 day ago | Report Abuse

Next year should have improvement with cx60,cx80, deepal ev and Kia EV3 coming. KIA EV3 is expected to price closely to current best selling EV BYD atto3. KiA EV3 definitely looks better than Atto 3.

Posted by cwc1981 > 1 day ago | Report Abuse

BYD Atto 3 currently sold around 1k unit per month. If KIA EV3 maybe to snatched 400 unit per month consider very good liao

Posted by cwc1981 > 1 day ago | Report Abuse

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

Posted by cwc1981 > 1 day ago | Report Abuse

Big bosses holding already exceeded 15%. While EPF selling.

Posted by SinGor > 15 hours ago | Report Abuse

price drops just reflect 10cents dividend ( 7sp + 3 regular ) And also general market weakness---But EPF
and management still buying ( slowly price will return to 2.0 )---I think Trump will CUT interest rate But
2027 Trump will be All in to Raise interest Rate---Tariff on China, Canada and Mexico spell Big Trouble bcos
USA donT Even have industries to make "Pencil "----I see USA Inflation goes to 30% or More ( now already 12%
Unofficial )