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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.
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.
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.
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.
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.
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
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
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
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.
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
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
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
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
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.
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
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
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
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.
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
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
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
Mazda already showcase new Mazda EZ60 in Shanghai. Is global model. Expected to available for the market by end of the year. Wondering Bermaz this time will bring it as soon as it available or wait till the blue moon come like cx60 or cx80