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.
Yup the reintroduce mazda 3 1.5 high specs received lots of interest since it is a c segment car will full specs. Only drawback is smaller engine but then this is more economical for owner in long run because of lower roadtax from 500 for 2.0 now only 90 per year. Anyhow mazda is not known for being fast car. So this mazda 3 1.5 is quite a bargain for Japanese sedan car
Mazda sales has improved to 849 units from 678 units in September. Biggest increase came from cx8 as 20k reduction is quite attractive bargain for such a big suv. Previously almost 190k now only slightly belown170k. As expected cx80 no.buyer. kia Sportage hit new low only 15 units sold.
Mazda 3 1.5 NA should give a significant boost once start delivery. Now the issue is Deepal, seems like the deal is in limbo. Given Bermaz track record on XPeng maybe ChangAn will come in alone like what in Thailand
Until Bermaz able to find the next volume contributor, share price will be continue sliding. Mazda 3 1.5 may not give much margin because CBU. 30 percent already go into import tax
EPF disposing is not the scary part. The fact that there’s no end to the sales disruption is. Higher competition, margin compression, and will be tough to grow sales number even with new models/launches.
Not sure but if sales for CKD models is bad most likely assembly line will have losses because of fixed cost unable to absorb. So actually sales like mazda 3 1.5 and cx60 may not help Bermaz bottom line because these model doesnt help to dilute the factory cost
I think KWSP just adjust the portfolio, remove the low performance stock, last week just dispose genetec, now it is bauto. If they completely dispose, the price might see below rm0.50
yup. and unlikely to recover back to dollar status due to the structural change. lower yield and capital depreciation vs risk free investment returns like FD - that's an easy decision for fund managers. Will be crazy if fund managers insist on holding on without end in sight to the structural change. Will there be any bankers out there willing to push?
While others dealers around the world also affected by mazda slow in launching new models, they have one advantages compare to Bermaz, the cx5 come in a better trim or better appearance and full upgrade in features and accessories without price hike
In past majority would refer this as clearing old stock exercise but dealers around the world are actually telling potential buyer this is the best time to buy this 2nd generation cx5 because they are getting the fully evolved, matured and complete reliable car before it is gone. See how their marketing strategy compare to Bermaz. They don't blame others just concentrate on their own strengths
Not sure how EPF investment strategy work but if based on latest news EPF already gain 11percent more compare to last year in 3 quarter. So most likely they already factor in they afford to absorb the losses from share like Bermaz in 4th quarter so EPF need to clear Bermaz share in Nov and Dec
EPF currently still got around 95 million share around 8.5 percent. If continue dispose at current pace by mid December should be below 5 percent. So after that we won't know whether EPF still holding any share or completely flush out
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