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Above analysis on Bermaz. Business model no longer feasible in current market. Will get phrase out. Haiizzzz Bermaz had been washed out in the auto industry tsunami
where r here rich man,dun say name again......average down collection,where r u now?i feel later up time say why not follow me average down collection,see me,this kind techinal can win big money de,i feel u didint have this chance,because this share problem only.................play vincent tan share more,1 time enough can cover 9 times win money.........
EPF already gain 11 percent compare to last year. So in this final quarter maybe they allocate extra provision to flush out all the rubbish stock like Bermaz. If carry for another year maybe next year can't make provision because less profit
Sales has definitely improved in this 2nd quarter but if majority is make up from CBU then it doesnt help the bottom line as the cost from assembly line is not fully absorbed by CKD units. Then maybe there will be bigger losses from factory
Looks like Bermaz will continue to slide until it become worthless unless there is a new explosive models appear which i doubt or there is a major corporate exercise like new partner from well known auto maker or international auto brand buy into Bermaz. If no then Bermaz is just waiting for it time.... Bermaz has just failed to move along with the market changes, it got kick out.
Yes this is the cruel reality. Like the famous Nokia quote, we didn't do anything wrong. Bermaz fail because it failed to move with the market and Mazda also failed because didn't provide much support for Bermaz
can almost confirm it will below 10 mil because the sales for cx5 keep touching new low. The sales number is higher is from cx60 which is CBU. Do3snt help in diluting assembly line overheads
Just look at the ever increasing number of China made cars on the road …. BYD Seal, Cherry, Jaecoo etc. Effectively, Proton is also “Made In China” cars too. Tuhu Car Care workshop centres from China will swamped various states in Malaysia soon too.
It should unless announced differently, Choong. Mazda Changan partnership is at the corporate level. Bermaz Changan should be distributing cars from the partnership.
cautious but not catastrophic to the extent of affecting the Mazda Changan JV. Both were still cooperating actively early of this month for the EU carbon emissions regulations. After all, Japanese automakers need China's market and their mfg ability/speed to market :)
If good times got mentioned the backlog volume. Now bad times diam diam only. If not mistaken CEO set target for 11k units for FY25/26 which quite impossible already because so far not even one month hit 1k unit sold
Yup this partnership remain mystery. More than one year since announced partnership until now not even AAA battery is here. Bermaz snail mode has missed out lots of opportunities to build market share in EVs. Anyhow shedding Kia from the portfolio is a right move. Is just a matter sooner or later don't become like TChong still holding Renault
Epf has ceased to be substantial shareholder. No one else will have that much of shares to dispose / supply to the market. Demand for it will depends on upcoming performance - either a new norm of high single digit net profit or low single digit.
dividend payout / policy has nothing to do with share price, gajah duduk. the policy is distribution of minimum 50% of the profit attributable to owners. if profit attributable to owners is lower, dividend payout will be lower.
ooh. but that is BAuto's policy and not random statements. EPF has ceased to be substantial shareholders too as dividend payout will be much lower due to lower profits.
Bermaz just extend the distributorship with Mazda. The question is whether the next generation cx5 is available at affordable price and come with full features which i doubt as the 3rd generation cx5 is 2.5 mild hybrid which could be price higher than current 2.5 l cx5. Most important is whether Deepal still with Bermaz?
Perodua QV E is more like a joke. Battery rental 275 per month. Missed payment shutdown the car remotely. Their justification is help to preserve the 2nd value. Come on every year or almost every few month got new EV launching still talk about 2nd hand value. By 5 year the features already outdated
good for them because so far there aren't any recovery plan been disclose or brief to shareholder by Bermaz. So the outlook will remain not optimistic for Bermaz. The sales for CBU cx60 and mazda 3 doesnt contribute much to the profit or maybe not enough to offset the overhead of the assembly line.