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Not all ppl like china car..Still got demand for Japanese cars so no worry..China cars got concern about 2nd hand value cause manufacturer dump price 2nd value drop more drastic
For outgoing models like cx5,cx8 dun think preserving resale value is important anymore. Most important is able to attract buyers before the new gen cx5, cx60 and cx80 come. I believe the current cx5 still able to attract buyer if the rebate and promo is very attractive buyer will understand they get big discount because is an outgoing models and won't mind the resale value will be lower. Now is crucial for Bermaz to boost up sales before all the new models really reach our shore.
In Malaysia: Kia & Mazda vs China
• Kia is competitive due to local CKD (Carnival, Sorento) and newer EVs like EV9 and upcoming EV3 (~RM165k), offering real alternatives to BYD (e.g., Atto 3 or Seal).
• Mazda struggles with no EV/strong hybrid in Malaysia, mostly relying on ICE. Mazda’s price point (e.g., CX-5, CX-8 at RM150k–220k) is close to fully spec’d BYD, Chery SUVs, but lacks tech advantage.
• Chinese brands, especially:
• BYD dominates EV value (Dolphin, Atto 3, Seal — RM100–180k),
• Chery and GWM undercut Korean/Japanese brands with better infotainment, ADAS, design at lower prices.
Mazda EZ‑60 (aka CX‑6e) – All‑Electric SUV
• First shown at Auto Shanghai 2025, with production planned in China .
• Launch expected September 2025 in China; international launch details still pending .
• Likely to follow the sedan’s ASEAN rollout.
Mazda 6e sedan: Likely to land in Malaysia late 2025, following ASEAN neighbors.
• Mazda EZ‑60 SUV: May debut 2026 or sooner, depending on ASEAN rollout.
Haha macam betul o 1. Overall Sales Dip
• Total Industry Volume (TIV) dropped sharply by about 21% month-on-month, down to roughly 53,500 units in June—down from 68,007 units in May—due to plant shutdowns during Hari Raya Aidiladha and rising SST affecting consumer sentiment .
• Year-over-year, June TIV is slightly lower than May 2024 (+3% vs May-24), but the month-to-month decline signals reduced sales momentum ().
Total sales for all mazda models. Xpeng is 132 units kia 61 units. This Kia sportage is really not worth buying. Is just too expensive 186k can buy lots of other better suv. The lowest trim variant also another disaster just look at the interior display and the gear shift lever.
kinda agreed with you, Choong. It seems that it is not so much about missing the EV timeline to observing the market/industry directions given the influx of China cars, but rather Bauto's perceived passivity and bemoaning instead of solutions to drive growth in the specific segments that they intended to focus on. Mr. Market priced it accordingly to where it should be.
yes, hktee. good thing its a small position. Not going to avg down at the moment unless seeing signs of recovery from q3fy26 results. Will exit if dy drops below 5%.
very soon even Mitsubishi will take over Bermaz. Just look at their XForce and Destinator. so much better looking than bermaz line up. maybe in terms of ride and comfort still lacking behind Mazda but I'm sure with Mitsubishi engineering they are not far from Mazda.
if anyone from Bermaz here just wake up don't act like Business As Usual. your sales figure already show Bermaz cars are out of competitiveness in terms of price and specs
the sales get lower and lower every month. EPF sure lari kuat kuat. if the sales din not pick up and lower than June 587 units confirm 1st quarter result will be worst than previous 4th quarter
very strange all the neighboring countries like singapore, Indonesia and Thailand already got changAn deepal and avatr but here remain mystery. bermaz problem again or others?
yup macro environment is not so good but then look at toyota, Honda, jaecoo, gwm and ByD. all these brand able to maintain consistent sales every month. Mazda, kia every month hitting new low. so is no suprise share price also same
this chinese cars really fully exposed Bermaz weaknesses and shortfalls in the current market environments. yet management only blame the chinese brands without realising their own weaknesses and their cars are losing competitiveness and affordability
yes most likely will become history. if dun have a model that can outsell Jaecoo J7. Bermaz can cease from existence very soon. let's face it all the sellers now is all selling at lost because the price is getting lower and lower. so for those who dun own any share better dun touch because the chances of making 1 cents profit is almost none. Just God bless to all existing shareholder like me. even I hope Bermaz will recover but the reality is already showing the other way
CX-60 200K CX-80 330K how to compete? New generation CX-5 and Deepal no news yet...G6 already launch for so many months still not even achieve 1K unit sold yet...Kia is another Peugeot just a matter of time...
agreed. cx60 and cx80 is not a affordable car. even with 3rd Gen cx5 Bermaz maybe unable to fully recover given the fact cars sold in Malaysia are low specs compare to others country. in others countries cx5 are sold with Bose sound system, sunroof, body color wheel and door trim, choice of interior color but here is all basics even though price is not cheap. if the 3rd generation cx5 with all the downgrade specs and more expensive than current cx5 then can confirm cx5 won't sell
Ok. Maybe send it directly to investor relations or attend the AGM to hear directly from the mgmt? I doubt any of the mgmt of public listed companies will be paying attention to commentaries in public forum.
confirmed no reply. Last year already sent few questions through the investor relations but apa response pun tak ada. but Bermaz is not the only one even blue chips counter also not responding to shareholder queries.
Probably not all. I have sent some emails to two companies before and received responses back. If BAuto's investor relations not responding to your emails, then, it is a minus point for the mgmt.
the EPMB stake was in anticipation to secure CKD capacity for EV cars that under Bermaz but till now Bermaz fail to secure any CKD for EVs. Xpeng already in Indonesia, ChangAn and Mazda in Thailand so these secure capacity to do CKD plan become redundant