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Yup the total debts has reduced. Mainly debts payable to creditors. The borrowing up maybe due to take up 11percent share in EMPB that is currently doing contract manufacturing for GWM Haval
EPMB is an interesting move by BAuto. EPMB supplying part to Inokom's Mazda CKD assembly plant in Kedah. And now BAuto has a stake in EPMB's assembly vehicle plant in Melaka. Any idea which models being assembled by EPMB?
EPMB currently assemble Haval H6. Previously mentioned the factory also can assemble EV car. Most likely will be Deepal as Xpeng is assemble in Indonesia
Not immediately, share account. Slowly but surely. Personally, I believed the fair value of BAuto is higher than 80 cents :) Not sure what are the assumptions that the analyst baked into its valuation model. After all, different analyst will have different fair value depending on the models and variables used in their calculation.
Thanks, Choong. EPMB makes money, BAuto makes money :) Btw, if EPMB can assemble EV car, it changes the whole situation then. CKD EV tax exemption expiring in 2027. BAuto can tap into EPMB EV car assembly to enjoy the benefits of the tax exemption.
Yup. During the acquisition of EPMB share, Bermaz got mentioned one of the reason of buying into EPMB is to gain certain percentage of production capacity for their EV models. Hope after going through this bad times Bermaz able to expedite things to gain back market share and investor confidence
thanks, Leong. the date seems to coincide with MSCI rebalancing date and the qty is ~1.4% which means they have pared down almost all their holdings following the index removal :(
indeed, cw. and share buybacks too; slightly more than 6M purchase value. several IBs updated the latest TPs and it can be seen from this app under target price.
Mazda Japan has announced next generation cx5 will be the 1st benefactor for Skyactiv Z engine. But Bermaz now operating in snail pace. Don't know how long Bermaz can last if continue at this pace
Better to be L-shape recovery instead of V-shape. A V-shape recovery will be considered euphoric and not sustainable without visibility of the new models in the pipeline
ChangAn CS75 Plus is in Thailand. Is direct competitor to H6 and Chery T8. Not sure Bermaz will get the distributorship or ChangAn will setup own company like others chinese brand
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.