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Hi Bermaz, WapCar and Paultan reporter already confirmed with ChangAn during the ChangAn Global Partnership launching event that ChangAn will be available in Q3 2026. So Bermaz can said a word please? Please don't keep your shareholders in dark.......
Seems like some car reviewers website already mentioned ChangAn will be coming in solo by ChangAn Automobile in malaysia. Bad news for Bermaz. So Ben? Any back up plan? Or continue waiting?
Maybe has been lapsed because many reviewers went to ChangAn Global Partner Conference all mentioned most likely ChangAn will come in solo instead of previously through Bermaz
We also can produce b100 but the issue is our cpo is too high, not worth to convert also, been try running since covid for tractors, mazda hybrid technology is buying from toyota if nt mistaken
BYD most likely engage Inokom to assemble their EVs instead of building their own factory. Good for Bermaz cause as Inokom 2nd largest owner with 29percent ownership
Most likely will stick with Bermaz at least for now. Due to uncertainty in Malaysia Auto policy. Maybe tomorrow wake up policy say local partnership is mandatory. But I do agreed with Elton statement, Bermaz really lacking compare to others.
Debt reduced. Cash reserve go up. At least fundamentally still sound. Hope the 3rd generation cx5 able to generate good sales like the outgoing cx5. I believe the 3.3T cx60 will also get good response given is European setup with Japanese pricing. A 2022 recond nx350 also cost the same as the 3.3T cx60 at 250k
Cx5 yes but I doubt XPeng. Since launched last year I never see XPeng total sales surpass 200 units per month. Cx5 with the right specs and price I believe it will able to compete with CRV since now the overall size has increased tremendously.
CIMB mentioned Bermaz still has 2350 units backlog 55percent is Mazda 3 1.5. interesting to see how many order able to generate by new cx5 and 3.3T cx60. If the response is good, then Bermaz is at least able to maintain or get better in these 2 years
Hopefully. If the cx5 again can become the bread and butter model for Bermaz then recovery got chance. If not Bermaz will remain like this for a very long time.
Should bring in Mazda CX6e also. No choice Bermaz is just distributor only if the margin is too low no point to sell. Others dealers may refuse to promote too
Last year from May to July Mazda sold 1806 units. This year May and June is 2236 excluding XPeng figure. So coming dividend should be more than 1 cents