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Unlikely V-shape, Harith. BAuto missed the EV trends timeline, removed from MSCI small cap index, and lack of new models at the back of influx of China cars. It should be L-shape given it's clean balance sheet with net cash slightly over 200M and starting to see new models launching for sale / in the pipeline. Takes time for sales to pick up.
Eu n japan paky margin, china play quantity not care margin hehe.. business cannot sustain in long run unless they bring in more china competitive brands like xiao mi n huawei
I do agreed with you Michael but Bermaz core brand is Mazda and japanese brand has long established in the automotive industry so is still important for Mazda or Bermaz malaysia to reinvent themselves to stay competitive. Not sure how chinese brand able to make profits but that is the question other auto maker has to figure it out.
3rd generation cx5 has been leaked ahead of launching. Hope Bermaz won't take forever to bring and lose competitiveness in the c segment suv that is currently very crowded.
I wish I know bro. But given the pace of Bermaz most likely here will be the last Asian country to get. Even Indonesia is ahead of us. Hope won't take forever to bring in like the cx60 and cx80. After debut 3 years in other countries here still promote as all new model.haha
Kia Carnival again another failed model. To expensive and high fuel consumption. Given the price sold here should give hybrid version then the sales will be better. Not like now. Almost 300k for the top variant
Mazda has higher margins. BAuto needs to keep the new models and facelift models available consistently. If it is a 5 years new models cycle, 5 years it is then and not 6 or 7 years.
Fail to anticipate and react that's Bermaz biggest issue. Mazda ez60 already start delivery in August in China yet here no news. Ez6 and ez60 is China made so is not a global car, US and Europe won't have these cars yet Bermaz unable to bring in. The JV with ChangAn established in 2023 but till now not a single car from ChangAn is here and go blame poor performance due to chinese cars.
Honda and Toyota malaysia even got sales drop but not as bad as Bermaz. Both of this japanese brand has been aggressively doing promo and rebate. The best selling crv hybrid is having 8k cash rebate and 5 years free service. Toyota best selling corolla cross hybrid also give 4k rebate and free service. Yet Bermaz only giving 5k rebate for the sportage 1.6tAWD variant. After rebate crv hybrid is 188k, sportage is 185k. Which one will you choose???!!!!.
Lately lots of news on the on going price war from chinese automakers. Industry analysts worry this on going price war maybe have pushes automakers and their suppliers to cut corners to mitigates profits margin fading. If this is true consumers really need to stay vigilant. Hope all the automakers don't go below the safety standards to fight market share
Unless got new volume contributor from Bermaz, now no point talking who is more accurate in predicting what will happen to the share price. Haiizzzz. Just a reminded to those Bermaz bosses, you all are taking salary and allowances please do your job
Bauto bosses are the business owner do you really think that they are not anxious and cracking their head to earn more for themselves ? Unlike us who are eyeing on share price movement :) I am sure they have better things to do to improve the business instead of let its sink
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.
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
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.
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
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