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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
Chinese brand has marketed their cars like fashion products offering latest tech, features and affordable prices on their cars. How japan and European cars going to compete?????
No idea. Bermaz should stop selling the kia sportage. Since launched last year only seen one unit on the street. Frankly speaking it doesn't has the features, looks and price to compete with Japanese and Chinese car. The monthly sales doesn't even reach 100 unit per month
Yup dealer said is waiting for custom approve on selling price. Starting at 230k if without competition from chinese car is ok but now so many cheaper and nicer chinese car available dunno whether can compete or not
The last quarter result should be no good as Feb and April sales is the lowest in 12 months. Feb 645 unit mazda sold and April is 675 units. Is very obvious the current models unable to compete with rest manufacturers especially Cherry which sold 2225 units in April
Unless it's a loss and gloomy outlook/serious damage to its balance sheet in the near future, Choong. BAuto has a good track record of meeting it's dividend policy in the past. Understandable if it's lower dividend due to lower net profit achievement.
Hi Cheng I'm still remain hopeful on Bermaz just at the same time feel pessimistic on their performance if the launching on new model keep delaying without any confirmed timeline. I did check with some inside personnel they also not sure when the new model going to be approve for sale and specification for each model. Which I find strange why chinese brand able to launch so many new model in this year alone.
My automotive portfolio is mainly Perodua, & little bit in Bauto.
But I think, if Bauto can maintain above 1.00, it won't be too bad.
But looking at its slow action, i guess 2025 will be hovering between 1.00-1.10 range.
What u guys think?
No idea bro but Bermaz issues is more on its own product losing competitiveness against current consumers preferences. Current market sentiment doesn't effect Bermaz share price. Unless Bermaz able find a new volume contributor like the current CX5, their share and profit will continue weaken
Haizz just saw Bermaz still promoting CX8 in their website. This CX8 already an obsolete model in other country. Instead of promoting obsolete model y not bring in CX60 at CX8 starting price at 180k. Heard during the motor show at Serdang the rumour starting price for CX60 is 230k. If this is true then can confirmed it won't able to compete with Chinese brand and BMW x1 and x3. In Australia the revised CX60 start at 150k myr.
Almost every month a new car is launch. Today Honda eN1 and tiggo cross. Yet Bermaz still delaying new models. The longer the delay the more mazda models look outdated compared to others brand. Haizzz
some at 1.07, hktee. not expecting much movement in terms of capital gains at least until end of 2026; more to dy and will be happy as long as its higher than FDs. this is a cyclical industry and coupled with current earnings disruptions driven by influx of cars from China plus missing key timelines for EVs and models refresher. The company has a good track record meeting their dividend policy though. May see some focus or shift to mid to high/luxury segment strategies from BAuto moving forward.
like u said if the earnings is not so promising, will they slash their dividend too? i'm looking at it for the DY too but also worried on the global competition in auto industry especially from china
yes, it is expected to reduce dividend in tandem with lower profit. I am ok with 5 to 7% dy which is about 0.08 cents; half of what has been announced for fy25.
Just check the vehicle sold by Bermaz, the total vehicle sold in 4th quarter is lower than 3rd quarter. So if got dividend it will be lower than 1.75cents