No need to scare 1 lar. want run ady run. From top floor (RM2.60++) fallen until RM0.66. no more runner and only collectors. Easily go back RM1 again. If really drop, average down only. i dont think it will go down further (wont break below RM0.60.) and give opportunity for other to collect more.

Share of results of associates 9.3mil loss. This is the worst contribution from associates as far as I can recalled. Basically, production/assembly of cars from the associated companies in the previous qtr is probably at the lowest in their history.

Looks like Mazda brand no longer able to bring Bermaz back on track already looking at the pricing of the new cx80, cx60 maybe can attract some buyer. Maybe the new 3rd cx5 also won't able to sell well like 2nd generation cx5 because it won't be cheap and no affordable hybrid like toyotta corolla cross and honda. Worst is need to wait 2 full years to be available here. Haizzz another TChong

It will not be easy to switch models in automotive production lines. No/low demand for the current production/assembly lines will results in losses from the associated companies. Change models in current production/assembly lines takes time and money. Ooh boy - tough time for the BODs. Bring in the Toyota Production System implementation in Mazda Inokom production/assembly lines. Lol, no pun intended.

Need to consider CKD volume moving forward, Choong. Else, we will continue to see CBU models making money to cover losses from associated companies. BAuto needs to do something with CKD models production/assembly lines of their associated companies. Not going to be easy to switch it to CX60 but better than idling and continuous losses due to overhead.

Didnt mention anything on CKD production/assembly lines in report/the press release - Certain vehicles in the Group are also nearing their end of product lifecycles. The new generation models will only be available in 2 years. As an interim measure, the Group had on 3 September 2025 launched two new Mazda models for the domestic market namely, the Mazda CX-60 and Mazda CX-80 PHEV. These models were well received by consumers, with the positive bookings and sales registered during the pre- and post- launching. The Group is also receiving strong bookings for its Mazda3 1.5L model which is targeted to be available by end October 2025.

New models is always good for sales :) Just that the 9.3M loss from associated companies should be monitored closely as its the worst results that I can recalled so far. Either its a one-off impairment or a structural change. If end of product lifecycles is the culprit, then, a new product/model is the solution to overcome future losses which could drag its net income lower :)

Maybe Bermaz can apply the same strategy for cx5 by doing cosmetic upgrades for interior and exterior..maybe can use Australia specs because is also RHD. 2 years is a very long period to wait for 3rd generation cx5. If the current cx5 to keep on sales without any changes dunno whether still got sales or not. Currently is only selling less than 300 units per.month. Last month is only 265 units

Kia actually offered better feature compare to current mazda just that the price doesnt attractive enough for buyers. Imagine kia sportage 187k while honda crv ehev at 186k. Kia sportage sales really miserable only sold 18 units last month some more CKD

Hi Cheng your concern on the 9.3 mil losses from associate is another bad reality that Bermaz has to face if they depend on mazda 3 1.5, cx60 and cx80 to sail through these 2 years because most likely this 9.3mil is the fixed cost from the assembly line. So Bermaz must CKD these 3 models to dilute or reduce the fixed cost for the assembly line

Yes, Choong, Harith. Have to monitor for at least another 2 two qtrs. 6 months should be enough to convert the assembly lines to other models including all other instrumentations/tooling or jigs and fixtures. The biggest challenge is to identify which model for CKD and the specs perhaps. If there is no announcement on which model for CKD, market will price in the possibility of unfavorable results from associates.

2nd quarter revenue will definitely higher than this 1st quarter because of improved sales and contribution from cx60 but profit maybe remain the same because cx60 is CBU and doesn't help to absorb the fixed cost from assembly line. And pls do something on the Kia Sportage doesnt make sense CKD only sell 18 units per month

All automobile industry is suffering due to economy downturn. time will prove everything. got money just buy at lowest price. SIME also affected. it is in transitioning of reset the market. see who are lucky buy from the bottom and sell during bull market. good luck.

You are right bro but at current market competition and with Kia brand reputation is quite difficult to justify Kia sportage 1.6AWD same price as the Honda CRV Hybrid. Nobody will buy kia when you can have full specs crv for the same price

Hope i can be optimistic but for the pass one year I just din see the Bermaz bosses has been very proactive in coming out with any contingency plan to mitigate the lost of sales. Only see come out with press statement blame everything on chinese cars. If this is 100 percent caused by China then Toyota and Honda has been manage the competition very well even Mitsubishi is doing quite well.