Choong Wc's comment on BAUTO. All Comments
cheng
thanks, Leong. the date seems to coincide with MSCI rebalancing date and the qty is ~1.4% which means they have pared down almost all their holdings following the index removal :(
1 Like · 1 month · translate
henry stephen
0.8-1.20 is a fair price. The figures almost same as 2014 where the revenue 450m and profit 30m
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cw yeo
The bosses also slowly accumulating.
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cheng
indeed, cw. and share buybacks too; slightly more than 6M purchase value. several IBs updated the latest TPs and it can be seen from this app under target price.
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Yike
no more serringit?
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Choong Wc
With all the chinese EV aggressively cutting price and new J8 and H6 coming, Bermaz still acting like BAU.
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Yike
byd too strong nowadays.high competition..charge 5 minutes enough
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Barry Koh
Automotive sector TIV rises 31% to 63,906 in Feb. The increase in numbers also due to Chinese EV?
https://www.thestar.com.my/business/business-news/2025/03/19/automotive-sector-tiv-rises-31-to-63906-in-feb---maa
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Choong Wc
Yup is the total cars registered in Feb2025
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Choong Wc
Mazda Japan has announced next generation cx5 will be the 1st benefactor for Skyactiv Z engine. But Bermaz now operating in snail pace. Don't know how long Bermaz can last if continue at this pace
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Choong Wc
Surprisingly local funds been buying. EPF has increase by 0.4 percent
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赶羚羊草枝摆
EPF and Tabung Haji started acquired...
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Yike
wah start terbang
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cheng
Better to be L-shape recovery instead of V-shape. A V-shape recovery will be considered euphoric and not sustainable without visibility of the new models in the pipeline
2 Like · 4 weeks · translate
Choong Wc
ChangAn CS75 Plus is in Thailand. Is direct competitor to H6 and Chery T8. Not sure Bermaz will get the distributorship or ChangAn will setup own company like others chinese brand
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cheng
CS75 Plus in Bermaz models pipeline? its only deepal s05 and s07 for EVs so far right?
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Choong Wc
So far is ChangAn EV car only. IcE cars not mentioned
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cheng
yeah. But if there is, its probably gonna be CBU from Thailand first. The current incentives are focusing on EVs (CBU expiring by end of 2025, CKD expiring by 2027). Can be quite challenging for automotive distributors right now in deciding whether to focus on EV or gasoline cars for their future models. Incentives and long term growth trends of energy consumption which is showing more on renewables.
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2 Like · 3 weeks · translate
cw yeo
The boss needs to quickly bring in their own EV car and also set up CKD for EV car. Else they should get BYD from Sime and jointly distribute.
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KC Chiok
6e looks great!
https://paultan.org/2025/03/24/bangkok-2025-mazda-6e-previewed-552-km-ev-based-on-deepal-l07-rhd-for-thailand-coming-to-malaysia/
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cheng
MX30 in-house EV and Mazda 6e JV with Changan while developing its own in-house EV. And there's news that Mazda will ramp up its in-house EV platform offering new EV in 2027; possible SUV model.
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Choong Wc
Good road map for mazda but currently Bermaz Auto still lack of new development in new models.
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SUPER B
做生意求稳, 再求多。先稳定主业, 再发展副业。一样的道理。
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cheng
Deepal and Xpeng in the mean time while waiting for in house Mazda EV, Choong. I agreed with you that Bermaz is lacking in terms of new models and in fact, kinda late in the EV game; the CBU tax exemptions if you will. It is what it is and priced in from the share price perspective.
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Choong Wc
Been wondering how come chinese car able to launch so quickly while Bermaz been talking about cx60 and cx80 since 2023 and Deepal since early 2024. Still no sign of launching for sale.
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KC Chiok
Chinese product launch - speed is everything
Japanese product launch - perfection is everything
that's why
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Kam Hong Yeap
7 million engineers in China now. More new outstanding cars n other innovations in near future.
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Yike
no more serringit Mazda
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Choong Wc
Haha china man are more aggressive and efficient like sharks when smell blood
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Choong Wc
Hi Cheng. Really do not know what is Bermaz strategy? Or maybe no strategy at all. HAHA. Really lack of aggressiveness
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cheng
BAuto missed the CBU tax exemptions timing badly with MX-30 arriving a year later and influx of China made cars, including EVs at the same time, Choong. They have started offering Xpeng and Deepal; better late than never. BAuto will have to manage it through until Mazda in house EVs and new Skyactiv engine models launch. Perhaps in late 2026 or 2027.
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3 Like · 3 weeks · translate
Choong Wc
Jaecoo launch another c and d segment suv killer. J8. With price tag 220k AWD. Mati la Honda CRV, VW Tiguan and etc. Mostly likely the unborn CX60 and CX80 too. Haizzz
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Choong Wc
New BMW X3 3L turbo price around 350k. Cx60 top specs most likely will price lower. Anyhow no point talking. Bermaz take forever to launch for sale
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Choong Wc
Xiomi SU7 also arrived in Malaysia. With all the chinese cars coming to malaysia it really make all the mainstream brand outdated and expensive
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SUPER B
Just focus on CKD Chinese car brand, like Chery, Jaecoo, GWM。。。 Next year CBU car will not be competitor for CKD car
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Choong Wc
DongFeng and ChangAn merge. Not sure will affect Deepal dealership or not? Haizzzz
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cw yeo
May be more car to be sold by BAUTO
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Choong Wc
With US sending shock wave around the world, will car become cheaper in order to make up the lost of sales in united States? Unfortunately bermaz is taking snail pace in launching new models
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SUPER B
关税风险是 汽车零件(芯片, 轮胎和电子原件)会涨价, 成本上涨, 车价可能也会上涨。担心的可能只有车价涨价。bermaz优势在于5年保修期, 零件涨价 没影响消费。
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SUPER B
越高端的车 对于芯片和电子原件的要求更高, 所以担心涨价负担不起 就买低端配备的车。
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Kam Hong Yeap
Petrol gushing cars were very high end only 5 years ago..
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Yike
got serringit car liao
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KC Chiok
please go hunt banking sector, way more productive!
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Choong Wc
Everything waterfall
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KC Chiok
nice! i like it!
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KW Chin
Good bargain hunting
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Choong Wc
Analysts predicts crude oil may drop to USD50 per barrel. If this the case petrol rationalisation may postpone. With EV tax exemption delay and low oil price, petrol car sales may pick up
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KC Chiok
a lot of people got hit with margin call as of now, journey is full of mist
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SUPER B
最近可以买外国车了, 最近应该会减价很多。因为关税太高, 车都会选择不卖美国, 折价卖给其他国家。。
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Kam Hong Yeap
Yup...On SUNDAY , ytd stockbrokers calling everyone with their margins to sell...play safe.."""""
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Choong Wc
Investment bank in US also asked their clients to add money
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Yike
political sabotage bot spread bad news to short market
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Choong Wc
blood everywhere. shark sure come
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Yike
bursa still tahan tight2..
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SUPER B
Nevermind, eat bread and porridge for this month. Next month we eat abalone.
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Choong Wc
Bermaz problems is not due to US tariffs but it's own. While others brand has been aggressively launching new models and offerings incentives to fight for sales, bermaz is still working at snail pace in countering the shrinking sales.
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Yike
no more serringit
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Choong Wc
Chery launched another c segment killer. Jetour only 117k for top specs. Mazda and others brace for impact la. Chinese car really create tsunami in malaysia car market
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Yike
today still strong ..
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Choong Wc
With recession coming, oil price will fall significantly. Oil price might remain the same for quite long time.
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Yike
today strong mean it's totally manipulation not follow trend
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Elton Chan
come on. Drop to 0.9
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Yike
tauke want draw longer sikit sideways..then baru jump to match next checkpoints..its really MCM drawing pictures
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牛
dont put high hope to up now, the car sales doesnt matter at all, its economy crisis soon
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Choong Wc
Mazda sales in March got improvement but Kia and Xpeng both remain very low. Not even 100 units for xpeng
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KC Chiok
https://paultan.org/2025/04/10/top-20-cars-in-march-2025-bezza-axia-myvi-saga-alza-top-5-city-vios-outsell-s70-hr-v-beats-x50/
tarak dalam top 20
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Choong Wc
Looks like Bermaz really need to continue pushing Mazda cars. Launch sales for new models ASAP. Kia and Xpeng really can't make any positive impact in malaysia
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Choong Wc
Bermaz simply can't fail as now EPF is the 2nd largest share holder with 14 percent shares. This 14 percent belongs to all the EPF contributors. Bermaz already make all the contributors lost more than 50 percents of its value. If dividend also gone then the contributors really lost their saving
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KW Chin
Tonight, US red sea... Tomorrow Klse follow red likely...
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Choong Wc
Bermaz need to achieve sales 1100 units of mazda cars to get same results as in 3rd quarter. If lower than that then earning will become worst
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KC Chiok
that's bermaz target, consumer spending will shrink because everyone already anticipate economy downturn due to US Tariffs
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Ashley Ma
on hold lar。even though paper loss only。Sale mean loss. Hold mean paper loss only.
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SUPER B
Jetour Dashing RM109k, very attractive... How can it be so cheap...
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KC Chiok
China made everything affordable
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Choong Wc
thats y. initially when chinese car came in its seem like Bermaz the only one seriously impacted but now even proton has started making noise. Very soon perodua will be impacted when sub 100k chinese cars coming in
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Yike
no more serringit car
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SUPER B
Now Jetour Dashing is CBU, later will CKD. 5 year free service & 7 year warranty.. C Class SUV wor~ Very competitive price.. Toyota & Honda also cannot fight the price.
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Choong Wc
If they bring sub 100k and entry level cars, proton and perodua will be badly affected. Chery Tiggo 4 and Omoda C3 already in the pipeline. Direct competition to Ativa, Aruz, WRV and x50
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Choong Wc
With trade war going on China will definitely come to Asean to mitigate the lost of sales in western and Australia market. By that time Proton CEO concerns will become reality and China Cars will reshape our auto industry. Hope Bermaz can withstand this wave if not.....haizzz
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1 Like · 1 week · translate
Malaysia 123
KWSP keep buying. i keep buy only. CX30 coming.
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Yike
etf 0820EA index more safe...every 6 month will rebalance profolio
1 Like · 6 days · translate
cheng
Won't be able to stop the automotive landscape change driven by China's automotive advancement. BAuto is also evolving by offering China's cars.
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Wayne
Bauto sells xoeng and soon also sells deepal
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Choong Wc
GWM already accepting booking for Tank 500 with price below 350k. Looking at all these chinese ICE and EVs cars, really dunno how Mazda or Bermaz going to compete? Specs and price definitely chinese car win. Tank 500 is equivalent to CX80. If Tank 500 below 350k how much will cx60? And worst cx 80 will priced? Chinese cars already offering 7 years or 10 years warranty meaning quality is no longer same as 10 years ago. Really wonder how japanese car going to compete with chinese car in our market
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Yike
Ev / flying / floating / house car only trend
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cheng
Subaru and Suzuki ceases car productions in Thailand. Nissan to close one of its car productions facility in Thailand. BYD, Changan, Chery setup new production facility / producing cars and probably more will open production facility there.
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Choong Wc
EPF latest holding is 14.3% just 1.7% behind the bosses. Wondering what is EPF plan in Bermaz? Capital appreciation or dividend income?
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KC Chiok
setup for Y2025 dividend
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Choong Wc
most likely FY25/26 performance will not be satisfactory because cx60, cx80, deepal S05 and S07 will not be available till year end or early next year. since now more or less can confirm no new model from Mazda and Deepal will be available this year, not sure how Bermaz going to performance in the rest of of 2025 and early 2026
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cheng
priced in, Choong. 60% corrections from the peak. L-shape instead of V-shape recovery.
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Choong Wc
Yup just curious why EPF increase the holding about 1 percent after the sharp declined in share price since October last year. If for dividend income I estimate the earning in 2025/26 best scenario is 10 cents. So dividend maybe around 6 or 7 cents for whole year
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1 Like · 3 days · translate
cheng
5 to 7% dividend yield without capital gains is pretty good for EPF, Choong.
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KW Chin
If price maintains above 1.00, many will be happy to get 7-8% PA dividend.
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Choong Wc
dividend yield at this price is consider ok. Just that if EPF use this 11 million in maybank maybe can get 660k annual dividend instead of 550k in bermaz. Some more EPF holding in maybank is not much and bank dividend definitely much more predictable than Bermaz
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2 Like · 3 days · translate
Ashley Ma
这条会不会算账的。。。。sa bi
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Choong Wc
你知道购买1%的股份需要多少钱吗？
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Choong Wc
X9 become best selling model in China surpassed zeeker 9 and denza9
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Yike
wait bottoms draw W
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cheng
thanks for sharing, Choong. I saw a news that it surpassed Toyota Alphard too and entering Europe market second half of this year.
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Choong Wc
Mazda halted production for US and Canada market. Both contribute 41 percent of Mazda annual sales. Wondering where the spare capacity will go?
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