Posted by Waller > 3 weeks ago | Report Abuse

Here's the Mazda Production and Sales Results for September 2024 and for April through September 2024:
https://www.jcnnewswire.com/pressrelease/93610/3/Mazda-Production-and-Sales-Results-for-September-2024-and-for-April-through-September-2024

Posted by cwc1981 > 3 weeks ago | Report Abuse

Good?

Posted by limch > 3 weeks ago | Report Abuse

2024-10-30

Insider

EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 500,000 shares on 25-Oct-2024.

Posted by limch > 3 weeks ago | Report Abuse

EPF selling no good. So 2.04(recent lowest) or 2.06 yesterday is EPF selling?

Posted by limch > 3 weeks ago | Report Abuse

EPF selling(end Oct) due to CW expiry related? Today beginning month buy back?

Posted by RotiBakartelur > 3 weeks ago | Report Abuse

RHB buycall TP 3.05

Posted by cwc1981 > 3 weeks ago | Report Abuse

Long time ago this TP. Since then drop till today

Posted by I_like_dividend > 3 weeks ago | Report Abuse

Special dividend bring forward to Dec? 2025 LHDN(govn) will tax 2% for individual who receive >RM 100,000 dividend a year.

Posted by cwc1981 > 2 weeks ago | Report Abuse

Just wondering y still got buyer? Sure lose. Every week also closed low compare to previous week

Posted by Amazonboy > 2 weeks ago | Report Abuse

Still havent drop <2...so they thot got hope...Lol

Posted by 8888_ > 2 weeks ago | Report Abuse

2.02-2.03 bought some.

Posted by cwc1981 > 2 weeks ago | Report Abuse

Susah la bro. If you plan to keep for long term. Been sliding since Sept. Keep getting lower and lower. Current price is 2 year low

Posted by keithtrade > 2 weeks ago | Report Abuse

But nobody knows quite why?

Maybe some bad news coming? Q 3 result poor?

Posted by cwc1981 > 2 weeks ago | Report Abuse

No idea bro. Maybe china car

Posted by M55555 > 2 weeks ago | Report Abuse

No sell call from any IB. And buy call more than hold too. Probably overall market sentiment after effect of US action. I still holding some spare for coming DIV ( hopefully there will be next month and could give a boost)

Posted by cwc1981 > 2 weeks ago | Report Abuse

Checked the JPJ new car registration if not mistaken mazda sales dropped another 25percenr compared to 1st quarter. Really sad place bet on the wrong counter

Posted by M55555 > 1 week ago | Report Abuse

Overall Malaysia Car sales drop? Bermaz not just selling Mazda. They sell Xpeng , Kia , and also pre-owned Madza , Kia ,Xpeng after sales services and spare parts too. They are selling Mazda in Philippine too , not just in Malaysia

Posted by cwc1981 > 1 week ago | Report Abuse

Agreed bro. Just that don't see much upward potential for this. With sales getting lesser and this reflected in more than 25% dropped in stock price from the high of Rm2.67 in 3 months times

Posted by golddust > 1 week ago | Report Abuse

If u are a long term holder, dividend received will more or less make up for the dropped in stock price

Posted by neohts > 1 week ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/11/13/malaysia039s-new-vehicle-sales-drop-83-in-october-2024

Posted by M55555 > 1 week ago | Report Abuse

We are not in position to commend its future prospect ..But hope they have plan ahead such as investment into EPMB . Car are like Smartphone. You need change and buy a new one when it get old. RM5000 to RM8000 smartphone (consumer willing to spend , every year , near model ) , Washing machine RM12000++ marketable.... Car business ? I think is sustainable if WELL MANAGED.
Not many counter giving high dividend over 8% , but again cannot commend if this will continue sustainable or not.

Posted by cwc1981 > 1 week ago | Report Abuse

Hope you're right bro

Posted by invest8912 > 1 week ago | Report Abuse

Honda, Toyota are giving huge discount for their cars. Don't just look at dividend. It can be a deadly trap. If sales keep going down, dividend will also shrink. Same case like BAT.

Posted by M55555 > 1 week ago | Report Abuse

Toyota / Honda / I felt Mazda is slightly in a different segment. Sorry if i m wrong, just personnel opinion. Mazda has no new vehicle under 100K

Posted by cwc1981 > 1 week ago | Report Abuse

Yup Mazda always give the impression that they're slightly different from others Japanese marque. That's y their cars is above average. But unfortunately the recent cheaper and more fancy china car has affected the mainstream brand quite badly.

Posted by cwc1981 > 1 week ago | Report Abuse

This has been reflected in lower sales in 2nd quarter and the share price dropped 32% from the high RM2.67

Posted by cwc1981 > 1 week ago | Report Abuse

Really hope the management of Bermaz can give good surprises in the coming result announcement if not share price again get push down

Posted by invest8912 > 1 week ago | Report Abuse

Today's news, China EV production exceeded 10 million a year for the first time.

Posted by neohts > 1 week ago | Report Abuse

Some BYD car bought more than RM180K and sold after using for 6 months in less than RM100K.
Not suitable in Malaysia

Posted by SinGor > 1 week ago | Report Abuse

announce Qr results on 1st week of December And give out special Dividend by 31 Dec---much better Deal

Posted by Waller > 5 days ago | Report Abuse

Yup, quite excited about the results next month

Posted by cwc1981 > 5 days ago | Report Abuse

https://paultan.org/2024/11/20/2025-kia-sportage-ckd-estimated-pricing-in-malaysia/

Posted by cwc1981 > 5 days ago | Report Abuse

Hope Kia Sportage can give significant boost for Bermaz profit

Posted by tommyth > 4 days ago | Report Abuse

Bought at around 1.5. Thinking to sell as price going no where.

Posted by cwc1981 > 4 days ago | Report Abuse

Yup it been sliding since September. Outlook looks gloomy unless got new model that can match chinese car

Posted by M55555 > 4 days ago | Report Abuse

Chinese model vs Japanese model vs European model . They are all different categories , quality and consumer segment. Short term yes, mixture demands and competition, and production roll out , but it will no be long. Ask ourselves, if you can afford which make you will buy Chinese, Japanese or European model

If Chinese Car are threat , BMW EV will have no demand

https://www.press.bmwgroup.com/global/article/detail/T0445536EN/bmw-group-posts-significant-bev-growth-in-challenging-market-conditions?language=en

Posted by M55555 > 4 days ago | Report Abuse

Maybe the day may come , we just refuel from garden hose connect to SYABAS ...hahahahaaa . Who need EV.

https://paultan.org/2024/05/29/toyota-mazda-subaru-commit-to-next-generation-ice-development-multi-pathways-to-carbon-neutrality/

Posted by invest8912 > 4 days ago | Report Abuse

If China EV is not a threat, EU will not impose tariff. Toyota and Honda both give discount here, why ? Sales drop.

Posted by BILLC > 4 days ago | Report Abuse

Japan electrical companies mostly bankrupt and gone,,,don’t be surprised the car industry is the next,,,

Posted by M55555 > 3 days ago | Report Abuse

ICE car after 10 to 15 years , if want to keep , just spend 5 to 10k depend on made to swap a recon engine or somethings.. EV ? let wait and see after 5 years. And what is the cost of the battery replacement , electric boards, soft ware ?? Youtube has many video on EV. I felt an improved ICE car has more prospect (what the Japanese makers are looking into)

Will see , how many on the road for this coming CNY and Hari Raya balik kampung jam . Pasar malam diesel generator might come useful ( can get online . like a power bank.. will be a hot sales ) .

Posted by cwc1981 > 3 days ago | Report Abuse

Not sure how many market share EV has taken. Just that Mazda range is competing with cheap and gadgets packed Chinese car. Hope Kia Sportage can give a significant contribution to bermaz as this car is also packed with gadgets and should be price quite close to chinese car

Posted by cwc1981 > 3 days ago | Report Abuse

Mazda is already moving up market with double digit models which the market share is not known yet. Hope the rumours new CX5 will launch soon and give more features compare current model

Posted by tommyth > 1 day ago | Report Abuse

Xpeng and Kia are the growth engine that can hope for. Shouldn't expect growth from Mazda; already great if can maintain market share.

Posted by cwc1981 > 1 day ago | Report Abuse

These days even EPF scare to buy. Usually got buy every week. Now almost half a month silence from EPF

Posted by SinGor > 1 day ago | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3502532
__________________________
DeePal dealership---Looks like Bauto will turn into "major" EV distributors in 3years time ( Madza Brand
in serious trouble )

Posted by cwc1981 > 1 day ago | Report Abuse

Deepal s07 is a very handsome ev with Huawei Tech. It got super car essence in it design. Indeed is a good news for Bermaz. Mazda brand really need to buckle up in order to maintain or increase market share in this red sea era

Posted by cwc1981 > 1 day ago | Report Abuse

Deepal s05 looking more like Japanese SUV

Posted by tommyth > 14 hours ago | Report Abuse

Changan Automobile has JV with Mazda.

Posted by tommyth > 12 hours ago | Report Abuse

What is Public Bank thinking? Dreaming?
Price Target: 2.80
Last Price: 2.06
Price Call: Hold.

Are you sure your price target is right for a HOLD call?

Posted by weixuan0325 > 7 hours ago | Report Abuse

Good job Bermaz...