Choong Wc's comment on BAUTO. All Comments
silentgaming 7376
terget enter rm1.2
1 Like · 2 weeks · translate
Elton Chan
Wait few more years and we will know china car’s quality and after sales services. Hehe
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Choong Wc
Dunno about the chinese car quality, bermaz really need to expedite things to move forward
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cheng
it will probably take a year or two realistically assuming new models available for sales upon specification confirmation which will take at least 6 to 8 months?
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Jerald
I'm waiting at 1.16-1.20 to grab
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Elton Chan
1.25 soon. Tambah
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silentgaming 7376
1.2 comingg....prepare moneyyyyy
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SUPER B
My money inside already. Just rebound~ Don't let them get cheap price hahahaha.
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Choong Wc
Bermaz start share buy back
1 Like · 2 weeks · translate
Sam Lai
Good sign right?
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Elton Chan
Nt really good sign. No more cash for dividend later.
2 Like · 2 weeks · translate
silentgaming 7376
today can reach rm1.2?
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KW Chin
Waiting 1.00
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Elton Chan
Not much ppl throwing. Maybe next week
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cheng
will wait for top-line and bottom-line performance to show improvement first; may take a year or two realistically.
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Caleb Lau
Yea, it is safer to be patient and watch how the mgmt can face these challenges...
1 Like · 2 weeks · translate
Choong Wc
This counter can put freezer 1st. Wait till all new models launch then only can see improvements
1 Like · 2 weeks · translate
Ashley Ma
can not wait. too cheap. buy again.
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cheng
reciprocal tariffs on steel and aluminium going into US will cause speculative hike on these raw materials. There will be spillover effect on industry that uses these materials - cost will go up, eating into margins. Transferring the cost to consumer may/may not dampen the demand but should not rule out the possibility going into low cycle.
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2 Like · 2 weeks · translate
Ashley Ma
manyat deep theory ler. you understand than ok.
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Choong Wc
Situation should improve after new mazda models are launch within this year. Especially when the popular 3rd generation mazda cx5
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cheng
depending on your own liquidity, Ashley :)
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Sam Lai
Company shares buy back, is that means the chances to drop price is low?
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Caleb Lau
Might be one of the strategy of the management...
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cw yeo
Good also if they accumulated enough and gives shareholders as share dividend
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Faizul Zul
not really..Still can drop if no positive news or better qr..Company buy back is just as a support since they feel the price is relatively low..
1 Like · 2 weeks · translate
Choong Wc
Won't have any significant improvements unless all the new models that in the pipeline is available for sale
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cheng
just for leisure reading :) https://www.forbes.com/sites/peterlyon/2025/02/15/mazdas-new-secret-sports-car-no-one-knew-about/
2 Like · 2 weeks · translate
silentgaming 7376
the idss guys really pushing this stock down to every bottom
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cheng
let the pessimistic and optimistic funds/insti sort out their differences first, silentgaming :)
2 Like · 1 week · translate
Choong Wc
The outlook for bermaz not so good. Maybe because of this people short sell. Today Bermaz also halted buyback
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cw yeo
Activated Buy Back
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silentgaming 7376
terget price reach...but still thinking to buy or not.
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Choong Wc
3rd quarter maybe very bad
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KC Chiok
i see xpeng model quite nice looking too, perhaps if bauto can include such prospect into this coming report, that will be worthy to buy some
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Choong Wc
Bermaz already selling Xpeng G6. Around 100 units per month. Not so much of volume contibutor
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SUPER B
I need master to help me... why I jump into trap TT unrealised loss very significant..
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KW Chin
80 sens otw.
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cheng
there is no rush and should let the two factions sort it out first :) it will not be a V-shape recovery but rather L-shape at least one to two years.
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silentgaming 7376
yeah...i see someone try hard pushing this stock to bottom....i will wait for the lowest price entry
1 Like · 1 week · translate
cheng
let the optimistic funds/insti get the lowest entry, silentgaming. They are the chart maker/buy side at the bottom range while pessimistic funds/insti are the chart maker/sell side at the top range.
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Lee Sambibilec
Many counter Share Price Fall dramatik.
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KW Chin
Now is Covid's price, not bottom yet i think. 80 sens....
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cheng
it may take some time to recover but unlikely to go below 1.00 perhaps.
1 Like · 1 week · translate
Choong Wc
Market perception very bad and people take advantage to short sell
1 Like · 1 week · translate
Choong Wc
EpF also joined the selling frenzy. Sell at lost?
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Elton Chan
EPF start disposing. Woohoo. Gg.com
1 Like · 1 week · translate
Choong Wc
Since no new mazda car been confirmed, perhaps Bermaz can explore chinese car to gain back the market share and sales rather than waiting for Mazda. Maybe car from ChangAn
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silentgaming 7376
sabarrrr.....tunggu bawah seringgit kita beli...duit ada banyak ni
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cheng
jangan bang. bahaya kalau harga menjunam sampai bawah seringgit. ini bukan tan chong motors bang. Ini Bermaz Auto.
2 Like · 1 week · translate
Choong Wc
With the Bermaz management BAU attitude is quite difficult for the share price to recover and may continue sliding. Haizzz
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SUPER B
inverted hammer candlestick appear? Is it?
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cheng
Challenging automotive industry - stiff competitions. Tan Chong Motors/Nissan is a good example. Maybe there will be consolidation in the automotive industry. Nissan reported planning to seek Tesla investment for the EV industry after merger talks with Honda failed.
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SUPER B
Nissan & Mazda different case. Case by case.
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cheng
Agreed, just the happenings in automotive industry and the development of EV market. BAuto has EV cars for sale as shared by Choong above.
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Melvin My
马自达此前推出了马自达6的继任车型——纯电动的马自达6e，尝试通过纯电动力来延续轿车寿命。但马自达的野心不止于此，他们在日本注册了多个新车名，"马自达3e"和"马自达CX-5e"都出现在这次注册名单中。
1 Like · 1 week · translate
Choong Wc
Mazda is relatively small compared to others mainstream manufacturers. If Bermaz able to bring the latest and updated models from Mazda in a more consistent and faster pace, local buyers may still pick Mazda cars for their distinctive looks and qualities
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1 Like · 1 week · translate
Choong Wc
Yesterday went to see the mazda cx60 at the showroom, unfortunately price isn't available yet but the car looks bigger than cx5, premium and comfortable. Currently there 5 units in malaysia. Seems like maybe the will be base model with 2.5l engine that price close to cx8
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Melvin My
Mazda or Bauto to be more specific still think that they are higher class standing above masses.
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Yike
another Karim again ?
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cheng
Thanks for the sharing, Choong, Melvin
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Choong Wc
Mmm looks like the bosses not yet wake up
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cheng
Right now, topline and bottom line figures pointing to Bauto entering low cycle phase. This is the 2nd time that the mgmt will be tested, Choong. First was during Covid and they handled it well including growing the business/sales.
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2 Like · 6 days · translate
Yike
see U below serringit
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Choong Wc
hi cheng. is a test for everyone.haha
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Yike
too high competition hard.. unless can swim and fly
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Choong Wc
If next month 3rd quarter result no positive surprise. Then sure waterfall
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Yike
minyak.subsidy once day cut ..become more expansive to feed the car
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牛
choong, before CNY sales not doing good liao. after CNY confirm the data is going to look bad
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Yike
saifu need offer discount voucher replace old car
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Choong Wc
Daily SBB is like pouring water to the drain.
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Yike
sbb only turnover company pocket to own pocket
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Choong Wc
No lowest now. Only can go lower and lower
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Yike
hard survive if don't have special abilities car
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BOSS KOPI
PN 17 company.........?
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牛
all their product pricing not competitve in malaysia market, only the die hard mazda fans will buy. we all know our population income not high confirm must spent wisely especially this kind of "moving assets" if want to get a premium brand mostly will terus upgrade to benz/bmw/lexus
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cheng
Any influence of the CBU and CKD EVs tax exemption timeline that could be affecting its models line-up? CBU EVs tax exemption expiring end of 2025 and CKD EVs tax exemption expiring in 2027. Not in time to get the CKD assembly up and running to enjoy the tax exemption.
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Yike
try made a house car..ppl can sleep while traffic jam
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Choong Wc
New investor better stay away until got positive development
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silentgaming 7376
sold too many stock to waterfish....gonna stagnant for a while
1 Like · 5 days · translate
Yike
car too high competition.unless sell cheap2 with good spec
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cheng
thanks, Choong. Just observing it for now and my personal assumption at the moment - it is a cyclical declines and not structural declines.
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silentgaming 7376
my sifu told me to never buy downtrend stock....never loss money since then.
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Choong Wc
Hi Cheng. Bermaz currently facing competition and ageing model. Based on the sales statistics the sale for Kia, mazda has been declining every month
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cheng
Thanks, Choong. You may want to keep an eye on the inventories movement from the report. It remains elevated and moving rather slow. Hence, my personal assumption that its in the low cycle phase; could be wrong though :) I am hoping its a cyclical problem rather than structural. Still observing the industry as a whole.
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3 Like · 5 days · translate
Choong Wc
Hi Cheng. Maybe I'm too pessimistic on Bermaz current performance but I believe it will rise again with the right package from their new models. Let's hope it will improve in near term
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cheng
Right thing to be pessimistic, Choong. Not the time to be gung-ho yet until more positive signs from the balance sheet.
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Choong Wc
Too many losing tickets waiting to cut loss plus short selling. Till positive results emerge, bermaz will continue to bleed. Haizzzz
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Choong Wc
Chery raised the pole with J7 phev. Only 158.8k with 1 to 1 battery replacement during the warranty of 8 years. Bermaz really like sitting duck waiting for time only. Haizzzz
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赶羚羊草枝摆
Tan Chong 2.0 on the way...
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Ashley Ma
J7 can not sit one。dizzling at the backside seat when moving。kan
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Choong Wc
Izzit? Dun have experience.
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Melvin My
Most EV car has this kind of experience when sitting back.
2 Like · 3 days · translate
Choong Wc
Instead of SBB maybe do something that can give positive or confidence to the market. Be prepare for 3rd quarter announcement
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Yike
better declared serringit dividends
4 Like · 3 days · translate
cw yeo
That is a good one. Haha…
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Melvin My
Hopeless management...haiyaaa
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Choong Wc
Last financial year the Bermaz management fail to forsee the and prepare the threat from chinese cars even proudly mentioned they won't go into price war. This show they failed to gauge the market is not on price itself but rather the products offerings and new innovations. Unfortunately we shareholders have to bear the serious consequences due to Bermaz management incompetence
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3 Like · 3 days · translate
Melvin My
And that doesn't stop the management team from making money and enjoying benefits
3 Like · 3 days · translate
cheng
Lets see how it goes next week. It should stabilize after the MSCI balancing yesterday. Bauto, Hibiscus, Drbhcom, Taann and Padini were removed from small cap index. You will observe these 5 having higher than normal volume. Index fund has to sell their position.
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2 Like · 2 days · translate