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Heard from Mazda SA since June the total booking for cx60 is around 500 units and Mazda 3 is 1000 plus units. So if average out both contribute around 500 units per month. If add current sales of existing model about 400 units, Bermaz sales on mazda alone is about 11k units per year. Dropped about 50 percent from their peak of 20k per year. Which is not so bad. Just hope the margin is maintain.
revenue improvement could be challenging. maybe higher profit contribution from Philippines that could help to offset the lower performance from Malaysia ops. an overall flattish performance comparing to last qr (q4fy2025) is considered good perhaps.
No need to scare 1 lar. want run ady run. From top floor (RM2.60++) fallen until RM0.66. no more runner and only collectors. Easily go back RM1 again. If really drop, average down only. i dont think it will go down further (wont break below RM0.60.) and give opportunity for other to collect more.
according to JPJ vehicle registration data since not much people interested to own G6 if launch Deepal S05 the sales of XPENG will be diversified in fact the brand is not stable yet in popularity wise...
Share of results of associates 9.3mil loss. This is the worst contribution from associates as far as I can recalled. Basically, production/assembly of cars from the associated companies in the previous qtr is probably at the lowest in their history.
Looks like Mazda brand no longer able to bring Bermaz back on track already looking at the pricing of the new cx80, cx60 maybe can attract some buyer. Maybe the new 3rd cx5 also won't able to sell well like 2nd generation cx5 because it won't be cheap and no affordable hybrid like toyotta corolla cross and honda. Worst is need to wait 2 full years to be available here. Haizzz another TChong
It will not be easy to switch models in automotive production lines. No/low demand for the current production/assembly lines will results in losses from the associated companies. Change models in current production/assembly lines takes time and money. Ooh boy - tough time for the BODs. Bring in the Toyota Production System implementation in Mazda Inokom production/assembly lines. Lol, no pun intended.
Bermaz need to sell at least 1000 units per month to earn profits around 3 cents per share but that provided majority is cx5 margin. If sell more mazda 3 1.5 then is different story liao
Need to consider CKD volume moving forward, Choong. Else, we will continue to see CBU models making money to cover losses from associated companies. BAuto needs to do something with CKD models production/assembly lines of their associated companies. Not going to be easy to switch it to CX60 but better than idling and continuous losses due to overhead.
Need to see if sales of mazda car able to maintain above 800 units in September. Because the 106 units extra cx60 doesnt reflect real sales from end customers because big bulk of it likely from dealer test unit.
Didnt mention anything on CKD production/assembly lines in report/the press release - Certain vehicles in the Group are also nearing their end of product lifecycles. The new generation models will only be available in 2 years. As an interim measure, the Group had on 3 September 2025 launched two new Mazda models for the domestic market namely, the Mazda CX-60 and Mazda CX-80 PHEV. These models were well received by consumers, with the positive bookings and sales registered during the pre- and post- launching. The Group is also receiving strong bookings for its Mazda3 1.5L model which is targeted to be available by end October 2025.
New models is always good for sales :) Just that the 9.3M loss from associated companies should be monitored closely as its the worst results that I can recalled so far. Either its a one-off impairment or a structural change. If end of product lifecycles is the culprit, then, a new product/model is the solution to overcome future losses which could drag its net income lower :)
Mazda 3 1.5 is not new but is a reintroduction with low displacement. Anyhow this full specs mazda 3 is a good strategy because definitely will attract buyers because of lower upkeep cost and pricing is much lower compared to 160k mazda 3 2.0
Maybe Bermaz can apply the same strategy for cx5 by doing cosmetic upgrades for interior and exterior..maybe can use Australia specs because is also RHD. 2 years is a very long period to wait for 3rd generation cx5. If the current cx5 to keep on sales without any changes dunno whether still got sales or not. Currently is only selling less than 300 units per.month. Last month is only 265 units
CX5 ckd models 300 units per month and hence the losses from associates. Coupled with Kia ckd models that no one is interested. If that's the case, there's risk of losses from associates down the road.
Kia actually offered better feature compare to current mazda just that the price doesnt attractive enough for buyers. Imagine kia sportage 187k while honda crv ehev at 186k. Kia sportage sales really miserable only sold 18 units last month some more CKD
Hi Cheng your concern on the 9.3 mil losses from associate is another bad reality that Bermaz has to face if they depend on mazda 3 1.5, cx60 and cx80 to sail through these 2 years because most likely this 9.3mil is the fixed cost from the assembly line. So Bermaz must CKD these 3 models to dilute or reduce the fixed cost for the assembly line
Yes, Choong, Harith. Have to monitor for at least another 2 two qtrs. 6 months should be enough to convert the assembly lines to other models including all other instrumentations/tooling or jigs and fixtures. The biggest challenge is to identify which model for CKD and the specs perhaps. If there is no announcement on which model for CKD, market will price in the possibility of unfavorable results from associates.