Choong Wc's comment on BAUTO. All Comments
Choong Wc
Don't forsee much chance for the share price to go up in near term. Still buy?
Like · 1 month · translate
赶羚羊草枝摆
tomorrow dividend ex date might continue dumping...leek grow tall already need to trim a little bit so just be patient...
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Remmy Jr
Tomorrow and Jan. 16 add up is 10 cent dividend minus today share price 1.90 . Means below 1.80 can consider buy in.
1 Like · 1 month · translate
Choong Wc
No idea where is the good entry point. Just small consolation EPMB melaka factory has assembled 1k unit of haval car. Bermaz has 11% stake
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Choong Wc
Panic selling?
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Choong Wc
Since announced of the 2nd quarter result last week, believe a lot of retailers investor got purged out with heavy losses. Really is a bad ending for year 2024
1 Like · 1 month · translate
Choong Wc
For those who intend to keep for long term maybe now is a good opportunity but for those who plan to gain short term profit better stay aside because there are no positive catalyst for the price to go up
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1 Like · 1 month · translate
Choong Wc
The current situation with Bermaz is not an isolated case. Going forward auto makers and dealerships need to reinvent themselves to survive this auto industry turmoil
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Choong Wc
Lots of people still busy cut lost. Haizzz
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Selina Lim
Choong yala 。People still panic selling 。Bad experience for year 2024 。
2 Like · 4 weeks · translate
Choong Wc
Hi Selina. Not much of panic selling just that most likely lots of people already suffer heavy losses from Bermaz and now they have no faith that's why sell and cut lost
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Remmy Jr
Below 1.60 is possible today.
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Choong Wc
Now is like people rushing to cut lost
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Choong Wc
Those outsourced EPF fund manager really daring still acquired when the price dropped below 2
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Elton Chan
2 supposed is the strongest support. It was the price before covid and that time profit was about 40m per quarter same like recent qr.
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Choong Wc
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
1 Like · 4 weeks · translate
KW Chin
Mazda, KIA will increase price soon.
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Choong Wc
Hi guys the above article is worth reading. Is about new tax that will cause increased in CKD car price up to 20%. Could it be fund manager see this new tax can be an advantage to Bermaz? As they are going to CBU the new cx60 and cx80. As currently chinese cars are CKD so they are subjected to this new tax. Assuming Omoda C9 currently sold at 188k with 20% increase maybe go up to 228k. On the other hand mazda dealer expect cx60 CBU price maybe around 250k or 260k. Which one will you all choose?
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Like · 4 weeks · translate
HONG XIANG LING
cx60 cx60 cx 60
1 Like · 4 weeks · translate
Choong Wc
Panlai HongXiangLing
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Choong Wc
https://paultan.org/2024/11/14/kia-ev3-to-be-launched-in-asia-pacific-markets-in-2025/
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Choong Wc
Bermaz product line will greatly improve in 2025. KIA EV3 is much better than current best selling BYD Atto3 and price expected closely matching Atto3
1 Like · 4 weeks · translate
Choong Wc
Thought today can close at yesterday price. Seems like the market really don't like bermaz
1 Like · 4 weeks · translate
KW Chin
Perodua 的交易量很少，为什么马是大的交易量那么多咧？
Like · 3 weeks · translate
Choong Wc
mbmr 为 perodua 和其他 CKD 汽车生产零部件。尽管预计对 perodua 的需求将保持稳定，但可能很快就会达到饱和点，因为明年当“开放市场价值消费税”生效时，CKD 汽车将变得更加昂贵，需求可能会下降。这将影响丰田、本田和中国汽车
2 Like · 3 weeks · translate
Choong Wc
Is it really bad at BAuto that people keep selling at huge losses?
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KW Chin
All sell are retailers.
1 Like · 3 weeks · translate
Choong Wc
Yup.
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KW Chin
https://www.klsescreener.com/v2/news/view/1447603
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KW Chin
Perodua still top performer.

It says Bauto maybe can buy & keep, dunno will bring go Holland or not?
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Choong Wc
Not sure but do agreed Bermaz has potential to rise again just dunno when
1 Like · 3 weeks · translate
Robin Lim
What will be the catalyst for Bauto to rise next ...?
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Choong Wc
Next year they will have cx60, cx80, deepal s07, xpeng x9 just sighted testing in malaysia and maybe Kia EV3. If the price of cx60 is below 250k then It will be very interesting car to buy. Other that new model, EPMB which Bermaz is the 2nd largest shareholder is the local assembler for GWM Haval and BAIC vehicle for 10years
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1 Like · 3 weeks · translate
Melvin My
All these cars have not launched in msia yet meh?
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Choong Wc
Not yet bro. It has been displayed at KLIMS 2 weeks ago. All plan to go on sale next year
2 Like · 3 weeks · translate
Choong Wc
https://autobuzz.my/2025/01/02/deepal-is-driving-into-malaysia-in-2025-with-bermaz-appointed-as-distributor/?fbclid=IwZXh0bgNhZW0CMTEAAR1APBM2NDzWJiof76jeV64owYstxsazKM3XZgbwjgki87PDSVx2Mb4BqN4_aem_cpupEKuDz5mOK7In9TJxng
2 Like · 2 weeks · translate
Choong Wc
S07 EREV with 1045km range is coming. Interesting for Bermaz ChangAn
3 Like · 2 weeks · translate
Melvin My
Market response so so nia
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Choong Wc
Is like that bro. Car market competition very bad. Good thing is Bermaz is not big player and their product line is slightly above average than the rest
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Anson Wong
Bro, now can buy to keep?
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Andy Yeoh
still buy? will go to 1.30 in two months
1 Like · 2 weeks · translate
Choong Wc
Hi Anson. Not sure whether is a good time to buy, the market perception for auto related stock remain bad because bloodbath competition and petrol subsidy issue. Maybe can wait till launch of new cx60, s05,s07 and see the sale of these models. Hopefully got good surprises
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1 Like · 2 weeks · translate
Anson Wong
Thank you, Bro
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Barry Koh
Shouldn't buy on weakness now？
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Choong Wc
Can expect better result coming quarter. Mazda sale back to 1k plus. Kia sale increase more than 100 percent in December and XPeng sold 132unit in December. Xpeng X9 also coming already appear in December car registration. Can match BYD sea lion
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2 Like · 1 week · translate
Melvin My
You better be true...been losing huge on paper liao
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牛
brather the auto industry look oversupplied, if you cant hold better cut lose before your losses widening... how oftern u see mazda,kia,xpeng on the road...compare to toyota honda perodua proton benz bmw
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Choong Wc
Hi Melvin My. Same here been sitting on 5 figure paper lost. The sale figure is based on the latest car registration at JPJ so should be accurate. But market perception can't predict
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Caleb Lau
This stock seems like a cyclical stock, which needs complete passion to hold and wait for the results.
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Caleb Lau
It is suggested to not buy cyclical stock if dont have holding power as it may causes real loses...
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Choong Wc
从 JPJ 的数据来看，Bermaz 很可能实现了他们为 FY24/25 设定的目标的 60% 或 70%。股价也从历史最高点下跌了 43%。对于 FY25/26，股价升值将取决于新款 CX60、CX80、S05 和 S07 以及小鹏 G6 和 X9。如果传言称新款马自达 CX5 能够在 2026 年初推出，那么 Bermaz 可以取得更好的业绩
2 Like · 1 week · translate
SUPER B
Mazda is getting more popular or not. Let's look at the cars on the road~
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HONG XIANG LING
just buy one ne cx30
1 Like · 4 days · translate
silentgaming 7376
Im waiting for 2025 kia karnival...gonna change my old toyata innova.
1 Like · 3 days · translate
Choong Wc
Wow kia carnival. Very huge mpv. Anyhow is a well built mpv.
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cw yeo
https://www.kia.com/us/en/carnival-mpv-hybrid
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cw yeo
Very nice design, but not sure what type of spec will be made available
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silentgaming 7376
The premium one expected to be 230k...can say goodbye to japan recon car...this one will dominate the street...already proven reliable in korean and US market
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cheng
pricing for lower FY2025 performance? the first two quarters performance seems to be off the peak in FY23 and FY24.
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KW Chin
50 sens, ready...
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cheng
dividend seems to be no longer sustainable. Should be seeing lower dividend payout too
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Ashley Ma
than please sell. dont hold.
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Choong Wc
Maybe there will be improvement once the new models are launched. The sales of cx60, cx80, deepal s05 and s07 in other countries is very good
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Choong Wc
Mazda is selling more vehicles in other countries in 2024 with the exception of MALAYSIA because no new model. Haizzz
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cheng
double blow (lower sales + lower dividend). Are the specifications for the new models available? If not, it may take a while to get the new models.
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KW Chin
其实他又不是亏钱，只是少赚了一点，这么会掉到这样。
1 Like · 3 days · translate
赶羚羊草枝摆
刚好业绩爆雷鸡精和财团割韭菜套利，投行对于未来也不乐观，管理层也讲过2025财政年是具有挑战性的一年
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Ashley Ma
我买了40K股。总数100k。还想再买。散户嚇到抱着屁股跑路。有没有这么差。Mazda 会倒?
5 Like · 3 days · translate
Melvin My
别人恐惧你贪婪, good
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Ashley Ma
可怜咯! 别人嚇到屁滾尿流。哈哈哈。我就不信它起不回。
4 Like · 2 days · translate
SH Foo
MBMR perodua车卖到超好，人家股价才多过NTA一点，BAUTO NTA 0.63, 股价却去到1.4，明显卖贵了咯，还有排跌的
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Ashley Ma
那就给他下吧。下到1塊再入个100k.
3 Like · 2 days · translate
cheng
RM1? Not sure will go that low. However, FY25 is not looking good. Dividend is no longer sustainable. Will have to wait for signs of improved financial performance.
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Choong Wc
https://www.drive.com.au/news/2026-mazda-cx-5-spied-ahead-of-reveal-expected-later-this-year/
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Choong Wc
All new CX5 already testing in US. Expected to launch mid of this year
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Ashley Ma
wait mazda new model EV car....
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Choong Wc
Mazda ev6
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Ashley Ma
原來是kwsp 再搞鬼。送钱搞搞新噱子。
1 Like · 1 day · translate
YS Tan
still can buy the stock now?
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Ashley Ma
果然还没停。卖掉虎头加码。
1 Like · Yesterday · translate
Ashley Ma
下午进200k在1.31, 1.30 顶住。哈哈哈。
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Choong Wc
Wow very aggressive
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eldlich Xdxdxd
kwsp 没有在搞鬼，他们投资有着自己的一套sop 。
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SUPER B
他们这种大机构相信是有不同的操作者, 所以有时会同一天买 也同一天卖, 因为不同人在操作。我觉得是这样啦。
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Choong Wc
EPF 有几家指定的外部投资公司。每家都有不同的入场价格和策略。因此，EPF 同时出售和购买是正常的
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silentgaming 7376
Not a smart nove by EPF...that why i cash out epf fund and buy stock myself
1 Like · Yesterday · translate
cw yeo
No longer allow right??
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cw yeo
I took out about 10 years ago
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silentgaming 7376
U can withdraw if have more than 1mil saving...plus im 55 this year
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cw yeo
Oh Okok , still need to work hard
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Choong Wc
If have 1mil in EPF better leave it inside. The EPF dividend also quite decent. Share market risk very high look at this Bermaz from 2.67 till now 1.3. If you put in 1 mil now worth less than 500k
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silentgaming 7376
Dont worry....im only buy IPO...no open mrket.
1 Like · Yesterday · translate
cheng
Agreed with Choong. Unnecessary to put everything into one basket.
1 Like · 19 hours · translate
Choong Wc
Yup Cheng. Is really not advisable to use retirement fund to invest risk is just too high. If spare cash then ok
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Ashley Ma
还好不用再泵钱进去了。下个星期再看。
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Ashley Ma
从12年数据來看。马来西亚人越來越穷。jialat 。
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Choong Wc
哪里可以看到？Ashley
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cheng
its possible, Ashley. Judging from the prices of food in the market / coffee shop; the spike in prices compared to salaries.
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Choong Wc
Hi Cheng. I still see many eating out and buying overly price beverages. Haha
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cheng
indeed, choong. it boils down to psychological versus economical needs and often, psychological part leads the way :) celebrations, reward, social activity, fomo with food vlogger, fatigue and easier to eat out instead of cooking and etc.
Like · 41 minutes · translate