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As expected September no cx80 has been sold. Cx60 131 units almost same like August. Mazda 3 1.5 yet to deliver I guess. Kia Sportage again 18 units same like in August. XPeng X9 74 units 10 units more compare to August
Price cut only take effect on the 16th September. October sales should give a better pictures on the effectiveness of this price reduction in attracting buyers
Should be but not much impact on Bermaz because the volume for Xpeng is around 100units per month 2nd lowest after Kia. With the increase in duty for EVs, deepal the long await maybe called off because is quite impossible Bermaz to CKD both Xpeng and Deepal
Just saw the details review for the 3rd generation cx5. Seems like the cars gots lots of improvement on space, looks and interiors. People start to give positive feedback on the remove of the physical buttons. The looks almost identical to current model but looks more macho with the 3rd gen. Having say that if the pricing unable to compete with chinese cars maybe the sales may not as good as the current model when launch in 2018
Agreed. The 3rd generation cx5 still has beautiful and timeless looks. Just not sure whether the features and price is competitive enough to attract buyer with chinese cars aggressively rolling out more and more new features and budget friendly cars. Given Bermaz style most likely this new cx5 won't be available next year or maybe by the time is here is already 3 years old cars
New CX5 will launch in year 2027... Bermaz u got no card to play, tak apa tunggu je, not aggressive
Do something better than keep share buy back for nothing
Haizz mazda is a good car manufacturer but now they are stuck in between unable to fully migrate to become premium brand for higher profit margin and unable to produce models that is cost efficient enough to compete with chinese cars.
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