Choong Wc's comment on BAUTO. All Comments

Choong Wc
Just saw a news, OMV tax still exist and schedule to implement 1st January 2026. If yes the local ckd models will be impacted as high as 30%. Maybe is can provide some advantage to Bermaz if OMV is on.
Like · 3 weeks · translate
Yike
EPF short disposal now sure savage tauke neo
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Choong Wc
How low EPF want to push?
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Yike
the low is infinite..can right issue 100:1
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Choong Wc
EPF really want to cut lost kaw kaw.
1 Like · 2 weeks · translate
Yike
they short + disposal can savage tauke neo
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Bsh Max
i guess epf gave up?
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KW Chin
If Bauto can give 10 sen dividend, at this price, is not bad woh
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Yike
hard lah .. Mazda car looks normal only.. only logo likes attack of titans
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Choong Wc
Bermaz already with internal issues now plus external issue like war going on. EPF sure try to conserve cash as much as possible.
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Alpha Beta Gamma
Selling 还是很够力,惨了,好像会跌破 7 楼
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Choong Wc
EPF will definitely reduce holding. Previous based 13% share it worth more than 250 million now only worth less than 70 million
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Yike
10%+ shares need dump a month
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SHARE ACCOUNT
war is over...permanenet ceasefire including israel force out from gaza and free all prisoner.
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Yike
Israel no more missile defence Liao..
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Choong Wc
EPF really press down kaw kaw. Possible press until below 5 % holding?
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Yike
EPF disposal short rampage
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赶羚羊草枝摆
most likely dispose all
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Choong Wc
Wah like that EPF sure lose money
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Yike
too much car on road already... unless saifu give rebate voucher for trade in
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Robin Lim
Foreign workers will need to pay EPF starting Oct. EPF can cover the losses from that. Hehe
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Yike
foreign also need 60years to withdraw?
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Choong Wc
If the workers leave malaysia permanently can withdraw early if continue stay then need to wait 55 years old
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Yike
Stil ok..can withdraw early
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Choong Wc
X50 and HRV already got face-lift. BERMAZ still no sign of anything new except add 12k for skirting and MS cosmetic accessory. Haizzzz
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Jaredgwee
China car focus on market 85k-200k badly hit madza, Honda, Toyota market, MG5 price 85k interior and spec, room is far far better than vios and city
Honda CRV mid year promo discount 10k, civic 5k, madza is on the way facing heavy traffic jam so not yet reach malaysia market
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Choong Wc
Haha drive mazda sure stuck in traffic
1 Like · 1 week · translate
Choong Wc
Saw Mazda dealers in others countries already advertise the introduction of 3rd generation of Mazda CX5 on the 10th July. Bermaz no news?
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henry stephen
Bauto becoming Nokia where it can't adapt to new culture.
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Choong Wc
Oh shit
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Alpha Beta Gamma
最强指标来了,可以准备sailang 了 ~
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limittt uppp guysss
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Yike
so strong meh Ada flying car?
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Choong Wc
nothing special
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SHARE ACCOUNT
2026 dividen 12%
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Michael Saw
Yes around 10% reasonable n consider good la among the industry
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Choong Wc
expected 8 cents payout for 2026?
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1.5sen per qr plus 3sen special dividen..9sen in total.
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Choong Wc
ok wor
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Michael Saw
CX60 first batch cbu first batch arrival in september
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Michael Saw
If 10% div peice should worth around rm1 at least
1 Like · 1 week · translate
Choong Wc
Hope the sale able to pickup or offset by cx60 and mazda 3. Cx5 already no takers especially now 3rd generation already launching in other countries
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KW Chin
Epf sell when its low, & starts buying again now.
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SHARE ACCOUNT
its look like another EPF group selling and another group buying
1 Like · 1 week · translate
Michael Saw
Next will be Mazda EZ-6 (EV) No confirmed date yet. But with Thailand and Indonesia launching in 2025, Malaysia is expected to follow in late 2025 or early 2026, pending Bermaz's plans and tax policy timing.
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Choong Wc
Epf got many external fund manager. Different monkey different strategies
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Choong Wc
Bermaz not joining the introduction of All New CX5 on the 10th July. If Bermaz continue selling the existing cx5 then sales sure slump from bad to worst
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Michael Saw
Need to clear stock..dump price reduce inventory wise and strategies move
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Michael Saw
如果今天85收尾漂亮极了
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Choong Wc
If they do.....then good if not then sure end up like cx60 took almost 3 years later only come. Not mentioned another cx80 still tak ada
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Michael Saw
maintain the sales can get 10% div edi. If sales slowly come back then div higher lo
1 Like · 1 week · translate
Choong Wc
https://youtu.be/w3gDZtUHsBQ?si=iv84EjOMflxyK_qG majority of the analysts mentioned not optimistic about Bermaz prospects and their strategy of handling current market competitions. Too slow and not effective
Like · 6 days · translate
Yike
not flying car no theme .. if got then sure laku .. no need depend AirAsia
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Choong Wc
Wondering with lower interest rate will Bermaz able to sell more of its outdated cars?
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Yike
no really because all expect cut again September so hold
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william Ng
Road to Hollan MoooooooooooN!!!!!!!
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Michael Saw
Start rebating to clear old model stocks if I not wrong
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Yike
no Hollywood meh...
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Choong Wc
Got rebate Michael but is not straight forward like others for example Honda crv their straight advertise 13k corolla cross 4k. Bermaz they just put rebate or special discount without exactly how much and some dealers just mentioned 23k for 2 5TAwd variant only. The rest variant not mention got rebate or not. Got some mentioned 6 year service and warranty without rebate. Bermaz really fail and standardised it's dealers.
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Michael Saw
I see got 20k rebate for old stock o
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Choong Wc
That's y some dealers got advertise some don't. Not like Honda and Toyota standard across. Just wondering now already in July, old stock meaning the car is assemble in which month?
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Michael Saw
Last year for sure lol....
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Choong Wc
Wah so many old stock
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Michael Saw
Chong, with 12c div support downside very limited. No worry so much new model slowly coming in.
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Choong Wc
If really 12 cents dividend is definitely OK. Worry with the slump in sales this dividend expectation is too optimistic
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Michael Saw
Worse case scenario 7c also not bad at least 9% yield the down side still limited.
1 Like · 2 days · translate
Melvin My
Last quarter EPS only 1.82.... With no sign of recovery in short term. i have doubt Bauto will give 7C.
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SHARE ACCOUNT
60 sen kita onnn....kasi short dulu..huat3
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Michael Saw
Sekejap all in sekejap short apa teknik. 80 c u cakap all in now short 60c hahhahah
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main 1-2 sen je ni...lapsap operator...hahaha
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Choong Wc
New cx5 has been revealed. Looking at the design is more modern and stylish now but doesn't has the timeless look in the current gen. Interior is minimalistic no more central button and physical buttons for air cond. All control by 15 inches screen. Even the meter is digital. Looks like the price maybe not much changes given that physical buttons has been eliminated to keep cost down.
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Michael Saw
Haha u think drop 1-2c idss can make money?
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Michael Saw
Good la, old model clear inventory. Fight with china u cannot hand shake hehe. Just do it and have to be fast.
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Choong Wc
Just one issue is only available in 2.5NA not sure malaysian buyer will swallow the higher road tax or not?
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Choong Wc
Sales kept dropping. Dropped more than 110 units in June. Now total sales only 573 units. Continue like this maybe left 300 units before 1st quarter end
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Michael Saw
Cx5 new generation not bad la length extend 15cm damn good liao
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Choong Wc
115mm brother. Really disappointed with Bermaz. Sales volume every drop by more than 10 percent every month.
1 Like · 21 hours · translate
Michael Saw
This for all model or just maZda?
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Choong Wc
Total sales for all mazda models. Xpeng is 132 units kia 61 units. This Kia sportage is really not worth buying. Is just too expensive 186k can buy lots of other better suv. The lowest trim variant also another disaster just look at the interior display and the gear shift lever.
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1 Like · 20 hours · translate
Choong Wc
Now only hope is mazda 6e, mazda ez60 and new cx5 can save Bermaz. But don't think these models will be available here soon. Maybe another 2 years. Sad.......
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Michael Saw
Yes ez60 look nice
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SHARE ACCOUNT
new mazda and kia are looking good...we all waiting for the release only...9digit profit easy for bermas.
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Choong Wc
By the time these new models available here dunno Bermaz share worth how much?!!!!. Other brands launch new model for sales, Bermaz only showcase new model but not available for sales. Sad seeing this Bermaz
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SHARE ACCOUNT
dealer in my area already upgrading shop...not likely gonna close shop soon....must be something good are up.
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Michael Saw
Not all ppl like china car..Still got demand for Japanese cars so no worry..China cars got concern about 2nd hand value cause manufacturer dump price 2nd value drop more drastic
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Choong Wc
Hope both of you are right. But current situation doesn't look good at Bermaz. Almost prepare to write off my holding liao
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Michael Saw
Mgt kena rajin sikit to be more competitive. If still dreaming sure kns
1 Like · 20 hours · translate
Choong Wc
For outgoing models like cx5,cx8 dun think preserving resale value is important anymore. Most important is able to attract buyers before the new gen cx5, cx60 and cx80 come. I believe the current cx5 still able to attract buyer if the rebate and promo is very attractive buyer will understand they get big discount because is an outgoing models and won't mind the resale value will be lower. Now is crucial for Bermaz to boost up sales before all the new models really reach our shore.
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Like · 19 hours · translate
Malaysia 123
June all car sale drop due to too many holiday. not open for JPJ. proton perodua cherry all drop.
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Choong Wc
2 days public holiday can cause sales drop by 110 units? Bermaz must pay special attention to this 2 holidays next year
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Michael Saw
In Malaysia: Kia & Mazda vs China
• Kia is competitive due to local CKD (Carnival, Sorento) and newer EVs like EV9 and upcoming EV3 (~RM165k), offering real alternatives to BYD (e.g., Atto 3 or Seal).
• Mazda struggles with no EV/strong hybrid in Malaysia, mostly relying on ICE. Mazda’s price point (e.g., CX-5, CX-8 at RM150k–220k) is close to fully spec’d BYD, Chery SUVs, but lacks tech advantage.
• Chinese brands, especially:
• BYD dominates EV value (Dolphin, Atto 3, Seal — RM100–180k),
• Chery and GWM undercut Korean/Japanese brands with better infotainment, ADAS, design at lower prices.
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Like · 4 hours · translate
Michael Saw
Mazda EZ‑60 (aka CX‑6e) – All‑Electric SUV
• First shown at Auto Shanghai 2025, with production planned in China .
• Launch expected September 2025 in China; international launch details still pending .
• Likely to follow the sedan’s ASEAN rollout.
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Michael Saw
Mazda 6e sedan: Likely to land in Malaysia late 2025, following ASEAN neighbors.
• Mazda EZ‑60 SUV: May debut 2026 or sooner, depending on ASEAN rollout.
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Michael Saw
Ok many new models from kia, japanese car need to catch up quickly cannot like last time 1 model for 10 years no more honey moon hahaha
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Melvin My
LOL....in fact many people hang around and perhaps drop by show room buy car during public holiday.
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Michael Saw
Haha macam betul o 1. Overall Sales Dip
• Total Industry Volume (TIV) dropped sharply by about 21% month-on-month, down to roughly 53,500 units in June—down from 68,007 units in May—due to plant shutdowns during Hari Raya Aidiladha and rising SST affecting consumer sentiment .
• Year-over-year, June TIV is slightly lower than May 2024 (+3% vs May-24), but the month-to-month decline signals reduced sales momentum ().
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Yike
kasih limit down again to 10c
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Michael Saw
画家加油。。。。0.01
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KW Chin
@chong wc,

Where did u find below data pls?

Total sales for all mazda models. Xpeng is 132 units kia 61 units. This Kia sportage is really not worth buying. Is just too expensive 186k can buy lots of other better suv. The lowest trim variant also another disaster just look at the interior display and the gear shift lever.
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Like · 45 minutes · translate