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most likely FY25/26 performance will not be satisfactory because cx60, cx80, deepal S05 and S07 will not be available till year end or early next year. since now more or less can confirm no new model from Mazda and Deepal will be available this year, not sure how Bermaz going to performance in the rest of of 2025 and early 2026
Yup just curious why EPF increase the holding about 1 percent after the sharp declined in share price since October last year. If for dividend income I estimate the earning in 2025/26 best scenario is 10 cents. So dividend maybe around 6 or 7 cents for whole year
dividend yield at this price is consider ok. Just that if EPF use this 11 million in maybank maybe can get 660k annual dividend instead of 550k in bermaz. Some more EPF holding in maybank is not much and bank dividend definitely much more predictable than Bermaz
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