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Cx60 has officially on sale. Seems like the 2.5NA engine has almost the same hp as the crv ehev but definitely the fc will be slightly higher. At least is not underpowered for this size.
This is one of the selling point for mazda buyer. 5 years peace of mind. Hope Bermaz will soon bring in more new models and trim price for older models to boost up the sales and profits.
after seeing more details on the cx60 2.5NA for sale, feel a bit eager to buy one unit because the specs and the price actually quite competitive against Honda CRV ehev and Omoda C9. With 200kotr for cx60, Omoda C9 definitely out off consideration due to the strange interior and exterior looks of C9
cx60 2.5NA at 200k at least we can assume future incoming models will also be price competitively. Mazda cars will able to compete with the more budget friendly chinese cars
Should be Harith because the delivery only in Sept. I believe this 2.5NA cx60 should sell quite well because is should drive like Honda crv ehev given the numbers almost similar. Many ppl in opinion should bring in the 3.3 and 3.3D engine but if Bermaz really bring in maybe It won't sell too well like the cx5 majority still go for 2.0 NA because is more economical to maintain. Maybe for hard-core mazda fans prefer 3.3 engine. Also 3.3 engine is a triple whammy for car owner given the higher road tax, insurance and fuel cost. In my opinion the next best option will be the 2.5 pHev variant. Hope Bermaz will bring in next.
Should not expect V-shape recovery for BAuto. It should be L-shape which probably will start 2nd half of next year. One qtr at a time and stretching over 2 to 5 years perhaps :)
Yup Cheng. Share price should be remain low. Just hope profit can go up and dividend as well. Next see whether Bermaz will bring in ez6 and ez6e. If yes believe these 2 models should sell well too. Especially the ez6e that is a range extender ev SUV
That's right, Choong. The key point is Mazda car's roadmap - new model cycle (every 4 to 5 years) and facelift cycle (every 2 to 3 years) for the segment that BAuto is selling. As long as the roadmap is clear and executed according to plan, BAuto will do well given higher margins for Mazda cars compared to other brands that it is distributing. That's just my opinions and could be wrong.
Let this time be a valuable lesson for Bermaz. Overly optimistic and underestimate competitors. Over optimistic is on their own judgements assuming market will accept the pricier Kia Sportage and depends only on overdue cx5 as a volume contributors and profit generator. Underestimate is on chinese brands market acceptance and pricing driven car buyers. Anyhow believe Bermaz will able to recovered given their size in the market is not big and mazda cars is known for it built quality and reliability
That's right, Elton Chan :) just need to keep monitoring the Mazda models availability. It's cyclical as long as there is visibility of new models and facelift model within the cycle. Any delay which is out of the life cycle by Mazda will hit BAuto's top line and bottom line.
Bermaz management really made a fatal mistakes for this FY. Should have anticipate competitions earlier instead of being too optimistic on forecast sales for FY24/25.
looking at today trend it seems like more and more ppl are cutting lost in Bermaz. maybe one of them is EPF itself. See whether got any shareholding changes announcement coming out. we as a minority shareholders just brace and prepare for the worst
Yes KC, as Bermaz got removed from various indexes lately many funds will have to dispose as maybe the funds only allowed to invest in certain companies that is in indexes categories
Luckily is not as bad. Hopefully next year will be better because got contribution from cx60. Hope bermaz will slash prices for Mazda 3 and cx5 to boost up revenue
2nd half of next year which will be FY27, Choong. Importantly is the availability of new Mazda models every 4 to 5 years and facelift models every 3 year. FY26 should continue to see 20M range qr and hopefully beginning to see uptick towards end of FY26.
If the profit stay in the region of 20 mil plus plus then should be ok while waiting all the outdated models to be replace. High anticipation on cx60, cx80, ez6 and ez6e.
Very cheap, but at this market conditions totally different from MCO covid time. Last time MCO ppl cut all spending so madza not selling well. Ppl to showroom compare CX5, CX60, CRV, J7，omoda C9 at the end 80% choose China car... Bermaz can u turn uptrend like before 2020-2024??
yes and no, alpha :) yes if you look at the total payout for FY25 (16.75 cents) and divided by the current market price. No if you look ahead as current profit trending is 20M range and it will probably stay around this range until the new models kicks in. Assuming it is min 22M per quarter estimate and that comes up to 88M profit per year. Dividend policy of 60% means 52.8M will be distributed to the shareholders. Divided by nosh that gives you a min 4.5 cents div per year estimate. At 0.85, we are talking about 5.3% dy which is pretty decent given the incoming low interest rates environment; better than FD and matching returns from bonds/funds excluding capital gains if you will. The latest numbers in the qr showing it is still net cash position of slightly more than 200M which means no concern with dividend payment in the future. just my personal opinions, could be wrong. hope it helps.
This financial report bosses dare not commit which models will be selling well. Last year bodly mentioned 5k units of kia sportage for FY24/25. If Bermaz really want to compete with chinese brands sub 200k and c segments suv is the battle ground. Just wondering why mazda keep upgrading the specs in cx5 models in the rest of the countries but Bermaz here still no reaction? Especially in US, UK, Australia, Taiwan and even Japan itself all cx5 had been give specs upgrade and price reduction but not malaysia. Really wondering?
Unlikely V-shape, Harith. BAuto missed the EV trends timeline, removed from MSCI small cap index, and lack of new models at the back of influx of China cars. It should be L-shape given it's clean balance sheet with net cash slightly over 200M and starting to see new models launching for sale / in the pipeline. Takes time for sales to pick up.
Eu n japan paky margin, china play quantity not care margin hehe.. business cannot sustain in long run unless they bring in more china competitive brands like xiao mi n huawei
I do agreed with you Michael but Bermaz core brand is Mazda and japanese brand has long established in the automotive industry so is still important for Mazda or Bermaz malaysia to reinvent themselves to stay competitive. Not sure how chinese brand able to make profits but that is the question other auto maker has to figure it out.
3rd generation cx5 has been leaked ahead of launching. Hope Bermaz won't take forever to bring and lose competitiveness in the c segment suv that is currently very crowded.
I wish I know bro. But given the pace of Bermaz most likely here will be the last Asian country to get. Even Indonesia is ahead of us. Hope won't take forever to bring in like the cx60 and cx80. After debut 3 years in other countries here still promote as all new model.haha
Kia Carnival again another failed model. To expensive and high fuel consumption. Given the price sold here should give hybrid version then the sales will be better. Not like now. Almost 300k for the top variant
Mazda has higher margins. BAuto needs to keep the new models and facelift models available consistently. If it is a 5 years new models cycle, 5 years it is then and not 6 or 7 years.
Fail to anticipate and react that's Bermaz biggest issue. Mazda ez60 already start delivery in August in China yet here no news. Ez6 and ez60 is China made so is not a global car, US and Europe won't have these cars yet Bermaz unable to bring in. The JV with ChangAn established in 2023 but till now not a single car from ChangAn is here and go blame poor performance due to chinese cars.
Honda and Toyota malaysia even got sales drop but not as bad as Bermaz. Both of this japanese brand has been aggressively doing promo and rebate. The best selling crv hybrid is having 8k cash rebate and 5 years free service. Toyota best selling corolla cross hybrid also give 4k rebate and free service. Yet Bermaz only giving 5k rebate for the sportage 1.6tAWD variant. After rebate crv hybrid is 188k, sportage is 185k. Which one will you choose???!!!!.
Lately lots of news on the on going price war from chinese automakers. Industry analysts worry this on going price war maybe have pushes automakers and their suppliers to cut corners to mitigates profits margin fading. If this is true consumers really need to stay vigilant. Hope all the automakers don't go below the safety standards to fight market share