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Not sure. But if the new cx60, cx80, CX5MS and Kia Sportage sell well then I believe bermaz able to maintain their commendable earning and distribute good dividend. Just that the share do not know why remain unpopular or dislike until skidded 25percent from their all time in just 3 months plus
Bermaz recorded 119 unit of sales for XPeng G6 in Oct. This should contribute about 21mil revenue. If the sales almost similar to 1st quarter then we can see another dividend distribution for next week 2nd quarter result announcement
Seems like the special dividend fail to attract interest. Selldown still persist. Really koyak. NExt week 2nd quarter announcement really dare not put much hope will push up the share price looking at the lack of interest for the 7 cents special dividend
Probably not the substantial shareholder, any possibility for foreign funds? Observing the volume and price, the stock price rises but vol low, when price drops, vol big. And the txn of dumping usually up to few hundred thousands up to million tickets.
I think if you are confident with the company & management, its good we average down the price of our position now, considering nett cash company & increase brand to their portfolio
Hi @KS Leong. The top 5 largest shareholders hold combine 52%. The fifth largest is a foreign holding. Any of these 5 dispose any share require to announce in Bursa. The 6th substantial shareholder is our own KWAP they have around 4%. If they are the one who sell need not make any announcement because holding is less than 5%. Not sure they are the one who is selling. Based on 4 % they hold about 48 mil unit
Substantial shareholders should make announcement if there is any changes on their holdings. Below the 5% threshold is not required to make announcement therefore we can't identify the selling force. But analysing the selling pressure, it should be crocodile selling instead of retailer. Simply check today's txn, few time hundred K dumping, hardly imaging retailers hold that much and keep dumping months ago
But selling at loss.. I even checked on the short selling list but bauto was just shorted with very minimum units. Just hope that they faster finished out their selling so the price could eventually go up gradually.
The management must be held responsible for this QR. Launching new model very slow. Example the CX-60 has been redesigned in other countries but it is not available in our country yet.
Looks like this is the rock bottom result for Bermaz. Hopefully my assumption is correct and 3rd quarter should produce better result due to seasonal and year end promo campaign.
Should be alright comrade. As Bermaz already have new cx60, sportage, and all new cx5 in 2026 revenue and profit should be back to glory in FY2025/26. Just that the current FY need to bite the bullets
The coming last 2 quarter for Bermaz should be stagnant or slightly better than current result as the market already gone through the wave of cheap Chinese car and with the salary adjustment for civil servant, bermaz should also benefit because lots of ppl still prefer to buy mainstream and reputable brand like Mazda.
Since the announcement on the 12th December, almost all investment firm has been downgrading TP for Bermaz so maybe their advice is correct as going forward there are not much catalyst for the share price to appreciate as the balance quarterly result expected to be almost similar to current quarter. Unless anyone want to promote to long term shareholder like most of the comrades joke in this forum.
Mmm another red day. The cheap and features packed chinese car really created havoc for all the mainstream car manufacturers. Don't know who can stand in the end?
Since announced of the 2nd quarter result last week, believe a lot of retailers investor got purged out with heavy losses. Really is a bad ending for year 2024
For those who intend to keep for long term maybe now is a good opportunity but for those who plan to gain short term profit better stay aside because there are no positive catalyst for the price to go up
The current situation with Bermaz is not an isolated case. Going forward auto makers and dealerships need to reinvent themselves to survive this auto industry turmoil
Hi Selina. Not much of panic selling just that most likely lots of people already suffer heavy losses from Bermaz and now they have no faith that's why sell and cut lost
Hi guys the above article is worth reading. Is about new tax that will cause increased in CKD car price up to 20%. Could it be fund manager see this new tax can be an advantage to Bermaz? As they are going to CBU the new cx60 and cx80. As currently chinese cars are CKD so they are subjected to this new tax. Assuming Omoda C9 currently sold at 188k with 20% increase maybe go up to 228k. On the other hand mazda dealer expect cx60 CBU price maybe around 250k or 260k. Which one will you all choose?
Next year they will have cx60, cx80, deepal s07, xpeng x9 just sighted testing in malaysia and maybe Kia EV3. If the price of cx60 is below 250k then It will be very interesting car to buy. Other that new model, EPMB which Bermaz is the 2nd largest shareholder is the local assembler for GWM Haval and BAIC vehicle for 10years