cwc1981

cwc1981 | Joined since 2021-01-02

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1 day ago | Report Abuse

With the price already reached 4 years low, do not see any incentive for anyone to continue selling down. Unless they can forsee Bermaz is going out of business

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1 day ago | Report Abuse

Mazda sales are reaching new high in US and total sales in the year 2024 with new models, believe once these model are launched in Malaysia should have significant positive sales as well

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1 day ago | Report Abuse

with the rumour 3rd generation CX5 is now already available and launching soon, it should boost up Bermaz earnings significantly

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1 day ago | Report Abuse

the drop in share price has been over done. with new models launching the sales should improve. the sales for chinese vehicles has been struggling too. they been offering discount 4000 to 13000. for vehicle cost less than 140k these discount is a tell tale sign sales is difficult

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1 day ago | Report Abuse

Already got x9 register at JPJ. Maybe is a test car

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2 days ago | Report Abuse

Nola bro. I'm actually want to change car. Waiting for all new cx5

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3 days ago | Report Abuse

All new CX5 testing in the USA. Rumours to have in house hybrid with new skyativ Z engine

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3 days ago | Report Abuse

AI chip restrictions

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3 days ago | Report Abuse

Already got boost bank and gx bank. Both also not making money.

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3 days ago | Report Abuse

Cx60 rally co concept very handsome.

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3 days ago | Report Abuse

Yup tier 2 countries will only get max 100k GPU compare to 1000k GPU required for full AI computing.

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3 days ago | Report Abuse

Tier 2 restrictions involve lower capacity chip and AI capacity if permitted to import. This outgoing and incoming President really shit

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4 days ago | Report Abuse

Can't see the light

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4 days ago | Report Abuse

Today big drop is a bit strange.

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1 week ago | Report Abuse

According to JPJ registration in December got one unit of XPeng X9 registered. Not sure registered by who.

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1 week ago | Report Abuse

You are welcome @JC. Hope Bermaz can expedite all the new model by 2nd half of 2025 then we the shareholders will see some good profits and recovery of the share price

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1 week ago | Report Abuse

Hi JC. Not sure if anybody can confirm whether the share price will go up from here, just that looking at the Bermaz current sales figure the share price should be stabilise already unless 3rd quarter got bad surprises come out. Looking at Bermaz upcoming new model launching, outcome should be positive. As for the share price it depend on market acceptance and confidence on Bermaz new products line up

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1 week ago | Report Abuse

As for EV cars, believe Bermaz's product is quite well line up. Deepal s05 can compete with Haval H6, s07 with BYD sea lion and Xpeng against Tesla. Not forgetting S07 EREV can offer an interesting alternative for potential EV buyer that still has doubt on full EV and with range anxiety. Kia EV3 which going to available soon also is a good contender to BYD Atto 3. EV3 is definitely a better looking than Atto3

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1 week ago | Report Abuse

The current Bermaz poor performance is because bulk of potential buyer has chosen the more affordable and fresh J7 and Haval 6. But I believe when CX60 and CX80 is available, similar situations will happen at Continental car. Their potential customer may choose mazda cx60 or cx80 because of affordability and similar premium quality like Continental brand

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1 week ago | Report Abuse

As for 4th quarter many IBs forsee vehicle sale should be ok because civil servant already have their salary revision in Dec. I personally think Bermaz share price can move up once cx60, deepal s05 and s07 and kia sportage sale pick up.

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1 week ago | Report Abuse

Looking at the latest car registration at JPJ, 3rd quarter result should be better than 2nd quarter. As for the share price maybe around the current price as no real catalyst for auto related stock to move up

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1 week ago | Report Abuse

Yup fireball. This is the link

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1 week ago | Report Abuse

Can expect better result coming quarter. Mazda sale back to 1k plus. Kia sale increase more than 100 percent in December and XPeng sold 132unit in December. Xpeng X9 also coming already appear in December car registration. Can match BYD sea lion

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2 weeks ago | Report Abuse

Looking at the seller volume, looks like big funds are dumping. EPF?

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2 weeks ago | Report Abuse

S07 EREV with 1045km range. Interesting contender for conventional EV. Good job Bermaz

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3 weeks ago | Report Abuse

It is really bad at BAuto that people willing to suffer losses everyday?

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4 weeks ago | Report Abuse

You're right abc333. OMV tax will narrow CKD and CBU price tag. Toyota and Honda will become more expensive

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4 weeks ago | Report Abuse

The perodua margin is much lesser. All these while CKD cars take advantage on assembly car locally and pay tax according to the manufacturing cost and not on the showroom price

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4 weeks ago | Report Abuse

Yes it will affect Perodua and Proton as well. But perodua is mainly on entry and affordable segment the affect maybe lesser compare to foreign CKD car

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4 weeks ago | Report Abuse

Big bosses holding already exceeded 15%. While EPF selling.

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4 weeks ago | Report Abuse

BYD Atto 3 currently sold around 1k unit per month. If KIA EV3 maybe to snatched 400 unit per month consider very good liao

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4 weeks ago | Report Abuse

Next year should have improvement with cx60,cx80, deepal ev and Kia EV3 coming. KIA EV3 is expected to price closely to current best selling EV BYD atto3. KiA EV3 definitely looks better than Atto 3.

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4 weeks ago | Report Abuse

And chinese cars

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4 weeks ago | Report Abuse

New OMV excise tax doesn't not favor foreign CKD cars. Particularly Toyota and Honda

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4 weeks ago | Report Abuse

Don't worry with new OMV excise tax coming Proton will have advantages against the chinese cars

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4 weeks ago | Report Abuse

With OMV excise tax come in force Proton suddenly see itself become competitive against the chinese cars because it is a local car. Not so good news for Toyota and Honda

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4 weeks ago | Report Abuse

Hi Greg14. Good observation actually in August till October the sales for cx30 and cx5 is 40:60

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4 weeks ago | Report Abuse

Agreed weixuan0325. CX30, CX 5 and Sportage will continue to battle within the highly competitive mid range SuV segment. But with new OMV tax starting 1st January it will bring the price narrower for Honda CRV, Omoda C9, BMW x series and VW Tiguan. With this price different most likely people will choose the fully imported Mazda CX60 over the rest. Bermaz is just a small player, I don't know what is the combine sales for those CRV and etc but if Mazda manage to sell 6k unit for cx 60 annually, 10k of CX 5 as what happened now, 4k unit of cx30 and maybe 1.5k unit of xpeng and plus 1k unit of all the kia vehicles. I believe with 22k unit of sales annually Bermaz should able to go back to 2023 record profit

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4 weeks ago | Report Abuse

The price range for new cx60 is assumption that mazda dealer expect. It doesn't come from my imagination. Haha don't scold me ya

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4 weeks ago | Report Abuse

Hi guys the above article may worth reading. As this new tax system on the 1st of January 2025, CKD price may go up to 20%. Let assuming the price Omoda C9 currently sold at 188k with 20% increase the price will go up to 228k. Again let assume the new cx60 CBU is price at between 250k to 260k for 2.5cc PHEV, which one will you all pick? Maybe this can be one of the advantage for small auto player like Bermaz. Do fund manager also see this?

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4 weeks ago | Report Abuse

Greg14 I admire your spirit but seeing the price keep sliding is very painful like what I'm enduring now. Don't know when can see the light. Anyhow good luck to everyone

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4 weeks ago | Report Abuse

Those outsource EPF fund manager really daring aquire when price dropped 25%. Not their money so aggressive also no problem. Haha