Our website is made possible by displaying non-intrusive online advertisements to our visitors.
Please consider supporting us by disabling or pausing your ad blocker.
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 By 5 year the features already outdated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.
Wah Bermaz deliver 1398 units in Nov compare to 849 units in Oct. Mazda 3 768 units. Cx5 got 10 percent increase in sales. Hahaha this kia sportsge only 6 units in Nov luckily terminated distributorship if not continue bleeding
looks like in the end XPeng is going to take up Bermaz assembly capacity in EPMB Melaka plan. At least if without Deepal, Bermaz still able to get EV models from Xpeng in CKD. Mmm interesting development
Expected. The margin for cx60,mazda 3 1.5 is not high because CBU. Bermaz revenue should slowly improve because xpeng will CKD with EPMB which Bermaz is the 2nd largest shareholder. Hopefully will able to.CKD cx60 ASAP and should Kia able to improve their sales also will help Bermaz because 40 percent of the assembly factory for Kia vehicles own by Bermaz
it will take at least one to two years to enable xpeng production line at epmb; assuming there is such capability at the existing epmb facility. will be longer or building castle in the sky if there is no car production line in existing epmb facility.
It's seems EPMB already announced they will also assemble x9 REEV in melaka plant. Hope this x9 reev will price cheaper then should attract more potential buyers
another way to know the exact capacity of the epmb plant is to look at its gwm cars produced from the epmb plant. not much info on exactly how many cars produced and sold from epmb plant; theoretically 30k annual capacity based on phase2 expansion. Assuming it is a fully functional line, safe to assume one to two years time frame to enable the xpeng production line.
When Bermaz bought 11.5 percent in 2024 got mentioned annual capacity is 6000 units. So is about 500 units per month but now with the phrase 2 factory start commencing this month the annual capacity already increased to 30k per year.
Maybe the EPMB and Xpeng FAA and VAA is to test epmb capability; test water. the EOP seems a bit short for G6 and X9; less than 2 years. Normally, cars have different variants and upgrades.
Now the missing link is ChangAn. Dunno the partnership still exist?why XPeng can confirm so fast while ChamgAn take forever? Problem with Bermaz or ChangAn?
That's the big question mark? Why BYD, MG, Leapmotor, Tesla all can sell quite well. Why only Deepal is not competitive? Or what make them not competitive?
Mr Choong Wc,if invest this comany,use 0.60 and dividend 0.47,maybe later dun have........this kind invest no need calculate de..........if this company later same insas invest inari,maybe have little use only,true is little only,dun dream.if muhibah invest master,this very high,sell die,take dividend i feel not enough cover bank interest.............this kind buy below 30% no lan use de,if u say company money very lan big,ok la.play only,can untung lo,cannt lose some,this kind ok only or this company can cover company main bussiness,this kind same ok de.........