Choong Wc's comment on BAUTO

Choong Wc

Assuming the mazda sales weaker in FY24/25. The dividend payout expected to be around 21cents.

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Choong Wc

New low again

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Liu Yung Fui

@Choon Wc, 21cents dividend still good...Hope they can maintain good dividend payout.

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赶羚羊草枝摆

feeling like fund manager already on holiday mood now this counter left retailer only

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Choong Wc

Hi LYF the dividend maybe looks attractive but the share pricing keep getting lower and lower. This make this counter not worth investing because no appreciation in capital

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Choong Wc

Looking at the slide most probably insider already know 2nd quarter which ended 30th Sept is not satisfactory. That's y dropped more than 25% from the high of RM2.67

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Choong Wc

Just check JPJ data most likely bermaz car sales drop another 25 % compare to 1st quarter. So sad place bet on the wrong counter

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Choong Wc

Never expect competitions from China car is so bad. Maybe bermaz need to start having counter measures to boost up their revenue and profit. Looks like it going to be rough road ahead

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KW Chin

Current price is same as 2 years ago. Can buy some keep.

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Choong Wc

If buy and keep ok. If hope for capital gain better don't

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KW Chin

Wonder why go up so fast?

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Choong Wc

No idea. But many losing tickets from 2.10 to 2.67 waiting. Maybe difficult to maintain

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Choong Wc

Start again

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KW Chin

Surprisingly, Perodua so strong.

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Choong Wc

Not surprise la bro. This mazda has been like this for months. 1 step ahead 3 steps back

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Choong Wc

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

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Choong Wc

Hope Kia Sportage can give significant boost for Bermaz profit

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Choong Wc

If sales for Kia sportage is good, should able to go into 4th quarter. Then can boost full year earning and higher special dividend

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KW Chin

Perodua 今天又创历史新高。
Mazda, 你要争气喔！

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Choong Wc

too many losing tickets here

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Choong Wc

usually epf got collect tickets every week but now almost 2 weeks din even buy one ticket. Seems like EPF also scared

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Liu Yung Fui

@Wc, you hold a lot Bauto?

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Choong Wc

Yup. With 5 figure paper lost. That's y not advisable to buy.

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Liu Yung Fui

By any chance they will rebound and continue with the good dividend payout?

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Choong Wc

Not sure but the 1st quarter dividend is already lesser compared to previous year 1st quarter. Unless bermaz has something that can match the Chinese car, if not don't expect much uptrend

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Choong Wc

Bermaz just announced will bring ChangAn Deepal s05 and s07. Both are really handsome good car with Huawei Tech. If the pricing is right should able to compete toe to toe with BYD. Just wondering whether the margin is good and will it become volume contributor for Bermaz

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Liu Yung Fui

@Wc, what is if about?

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Choong Wc

Hi LYF. BAuto will be selling another Chinese EV Deepal. s07 and s05. These 2 cars already well received in many countries. If the pricing is competitive should able to compete with BYD directly

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Choong Wc

Hope with the new EV line up will able to fill in the lost of market by Mazda.

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Liu Yung Fui

Those two brands Xpeng & new Deepal, really not as famous as BYD

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Liu Yung Fui

Thanks for sharing CWC

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Choong Wc

Glad able to help

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KW Chin

If Mazda can maintain at around 2.00 price range, & give 10% dividend, seems not bad also.

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Liu Yung Fui

@CWC, its indeed helpful for those beginner like me, no direction & unsure how to study the fundamentals and predict the market.

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Choong Wc

Hi LYF the fundamental is to identify stock that you feel investable but most of the time market perception and external factors that is influence the stock price. Like this BAuto here. Good luck

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KW Chin

Perodua sibek strong, Mazda jia yu lor

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Choong Wc

Many ppl buy bezza and myvi

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KW Chin

With government servants pay rise, likely more myvi, axia, bezza next year.

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Choong Wc

Buy some Mazda la. If not Bauto die.

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Liu Yung Fui

@CWC, you sounds like Mazda cost like toy car in supermarket hahahha

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Choong Wc

no choice la. Market share getting smaller. Help shout a bit

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Choong Wc

Going forward market share will be smaller because double digit model will be 200k above. Unless the rumour new cx5 coming next year. Australian market already giving heavy discount for cx5

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KW Chin

Bauto PE used to b higher than Perodua.

Now Perodua higher oledi.

Mazda, jia yu.

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Liu Yung Fui

@CWC, you seems are so informative in this automotive industry. salute bro

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Choong Wc

You also can LYF. Just read more. Unfortunately this counter look gloomy at the moment.

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Liu Yung Fui

I reduce some position of this Bauto now, hoping to collect back soon for sweet dividend payout.

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Melvin My

Day day low. Don't know when is bottom. Dividend trap

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Choong Wc

Yup better don't touch this at the moment. Unless this new Deepal s05 and s07 can bring significant profit. I reckon the REEV version most likely be popular due to it has almost 1200km range. If the pricing is competitive it can snatch market share from the Haval H6 that is quite popular right now.

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Choong Wc

Just to share why bermaz bring in Deepal is because ChangAn is Mazda partner in EV car development

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Liu Yung Fui

Good sharing @CWC bro

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Choong Wc

Welcome

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Choong Wc

Big boss resume acquiring after absent for more than half month. Small volume but better than abandon completely

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Choong Wc

Now see whether EPF still interested to increase stake. They also absent for half a month

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Choong Wc

Just browsing through ChangAn products line up. Their car also looks similarly gadgets and features packed like chery,omoda and haval. Wondering by any chance Bermaz could be selling ChangAn ICE vehicle in future. If can materialised then would be a great for Bermaz.

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Choong Wc

Just a thought since Mazda is going upscale to BMW and Mercedez level with their double digit model. The more affordable range can be fill with ChangAn cars.

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Choong Wc

With the perception of China Made car is greatly improved in these 2 years, it make sense Bermaz to fill up the gap left by Mazda with ChangAn ICE cars. If this can happen in the near future then this counter is worth looking at

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KW Chin

At this moment, seems that 2.00 is the supporting level.