Hatiharihari

MAA raises car sales forecast for 2024 following strong 1H volume. https://theedgemalaysia.com/node/719194

2 months ago

Waller

One good news, we will receive a dividend from Bauto next Friday 😋

2 months ago

neohts

Later Price drop more than Dividend.

2 months ago

Waller

Logo changed 😆

https://www.motor1.com/news/728034/mazda-new-logo-design/

2 months ago

Hatiharihari

Not that nice ... I like the old logo

2 months ago

neohts

https://theedgemalaysia.com/node/721544

Proton eyes end-2024 release of its first EV model

Proton and Perodua also coming up with EV model less than RM100K. affordable price.

1 month ago

SinGor

USA cutting Rate in Sept is Good for Car Industries in Malaysia---Bank Negara Cannot raise Rate any time soon

1 month ago

geary

BAUTO Monthly Pivot Points Momentum!
S1: 2.30(Added... Average Cost: @2.00).
PIVOT: 2.45.
R1: 2.58.
Disclaimer: Hold/Trade at your own Risk.
DY/BY Portfolio.

1 month ago

Hatiharihari

Mazda Motor Corporation announced its first quarter financial and sales results, reporting global sales of 309,000 vehicles during the period 1 April to 30 June 2024, at the same level as the last fiscal year

https://www.insidemazda.co.uk/2024/08/07/mazda-reports-strong-sales-growth-in-q1/

1 month ago

iscmob

Xpeng coming
https://paultan.org/2024/08/12/xpeng-g6-malaysia-estimated-pricing-rm175k-for-standard-rm195k-for-long-range-launch-end-august/

1 month ago

Hatiharihari

It's more expensive than BYD ..

1 month ago

SinGor

stronger ringgit, Cheaper spare parts from Japan and Korea ( even China---some Madza parts are from China)

1 month ago

neohts

https://www.thestar.com.my/business/business-news/2024/08/22/vehicle-sales-expected-to-be-lower-in-second-half-of-this-year

1 month ago

Waller

Bermaz Auto introduces XPeng G6 and the price range is at around RM165,000 to RM185,000 — the same price bracket as the BYD Atto 3 and Tesla Model Y.

https://theedgemalaysia.com/node/724445

1 month ago

iscmob

Review of XPeng G6:
https://youtu.be/P7H4illtmhI

1 month ago

Hatiharihari

This Xpeng G6 will surely boost Bauto's FY2025 revenue

1 month ago

cwc1981

When want to start goreng XPeng?

2 weeks ago

cwc1981

Assuming the balance 3 quarter earning remain same at 6 cents. Can expect full year dividend at 21 cents

2 weeks ago

Waller

Bermaz Auto's net profit falls 30% on lower vehicle sales ...

https://theedgemalaysia.com/node/726381

2 weeks ago

cwc1981

https://theedgemalaysia.com/node/726391

2 weeks ago

cwc1981

Bauto buy EPM share for new assembly line for ICE and EV vehicle

2 weeks ago

cwc1981

Widening income stream

2 weeks ago

cwc1981

Company cash balance went back to 525mil from previous 364 mil

2 weeks ago

larrylyb

More cash but also more borrowings

2 weeks ago

Hatiharihari

Bauto is still a net-cash company, right ...

2 weeks ago

larrylyb

Yes has always been net cash since listing except for FY2020 when operating cashflow took a dip.

2 weeks ago

cwc1981

Market don't quite like Bauto. Price keep falling

2 weeks ago

speakup

Fall so we got chance buy cheap mah

2 weeks ago

larrylyb

A couple of years ago Mazda was a premium brand that stood out against Honda and Toyota. It had a couple of models that were newly launched and proved to be big winners. That had taken BAuto past RM2.5b market cap. Currently there is a lot more competition especially from China, while its best seller CX5 is near end of life cycle. Valuation may be cheap but what will take this company to the next level and when will this happen? If it doesn't happen soon, will its earnings erode quickly?

1 week ago

cwc1981

https://www.wapcar.my/news/bermaz-to-launch-mazda-cx60-in-malaysia-within-q4-2024-expect-to-pay-mercedesbenz-gla-price-81773

1 week ago

cwc1981

No worries Bermaz already mentioned they going up market with double digit model.

1 week ago

cwc1981

Bermaz CEO mentioned they will not price war with others.

1 week ago

ahbah

Bermaz Auto (Bauto) could benefit from the stronger Malaysian ringgit. Here are a few reasons why:

Lower Import Costs: A stronger ringgit means that the cost of importing vehicles and parts from countries with weaker currencies, like Japan, will be lower. This can improve Bauto’s profit margins.
Competitive Pricing: With reduced costs, Bauto might be able to offer more competitive pricing on their vehicles, potentially increasing sales volumes.
Improved Earnings: The overall financial performance of Bauto could see a positive impact due to lower costs and potentially higher sales, leading to improved earnings.
Investor Confidence: A stronger ringgit can also boost investor confidence in Malaysian companies, including Bauto, which might positively influence their stock price.

6 days ago

weixuan0325

added some today buy on weakness...net cash company with good fundamental and management low pe high dividend yield undervalue stock...

6 days ago

cwc1981

Has been sliding since early of the month. Competition from China brand really that bad

5 days ago

Hatiharihari

August 2024 Malaysian vehicle sales down 2% ...

https://paultan.org/2024/09/19/maa-vehicle-sales-data-august-2024/

5 days ago

iscmob

Xpeng CKD?

https://paultan.org/2024/08/29/bermaz-xpeng-looking-into-ckd-project-in-malaysia/

5 days ago

cwc1981

Mati keep hitting new low

5 days ago

mf

US 30
42,175.3 42,180.2 42,092.1 -32.9 -0.08%
04:03:45
US 500
5,726.4 5,736.9 5,717.1 -6.5 -0.11%
04:03:48
US Tech 100
19,886.3 19,967.9 19,844.4 -60.6 -0.30%
04:01:33

5 days ago

cwc1981

https://www.klsescreener.com/v2/announcements/view/7973203

5 days ago

cwc1981

Can anyone enlighten the above what is the sukuk is all about? Don't quite understand. TQ

5 days ago

weixuan0325

Issuance of Sharia-compliant bond or islamic conventional bond I guess...

5 days ago

cwc1981

Thanks weixuan0325. In your opinion is bauto using this additional fund for expansion?

5 days ago

weixuan0325

I'm not sure about that...

5 days ago

cwc1981

When can go up Mazda?

4 days ago

larrylyb

BAuto has been enjoying stellar results from high margins and strong volumes over so many years that people may sometimes forget automotive is a cyclical business with a product life cycle of 7 years at most. Yield and valuation may be low but earnings are far from clear, hopefully new CX-5 will come soon, their bread and butter but even then the China cars will continue to bombard.

4 days ago

cwc1981

Bauto will bring in high end model cx60 by end of this year but not sure will retain cx5 like Australian market. Double digit model definitely pricier

3 days ago

cwc1981

China Car undeniable attractive in term of design and pricing but still not on par with japanese car in terms of reliability and refinement.

3 days ago

cwc1981

Share price still no improvement

3 days ago

cwc1981

Susah la everyday sell down

11 hours ago