Until the sales improve, the price will continue in depress

Can elaborate a bit bro?

With weakening of RM against USD and SGD ytl should be doing fine

No sign of recovery

YTL already make announcement on MACC clearance should ok right?

Time to limit up

Is about time

Hurray

Yes finally

Bermaz has 11percent stake in EPMB which assemble vehicle for Haval but they are not the distributor. ChangAn already have factory in Thailand definitely will come here next year just do not know whether ChangAn be here on it own or appoint distributor

The bosses are buying. Hope they have counter measures to overcome the current issue in the local automotive storm. But this storm by Chinese cars is really no joke

Looks like lots of comrade here agree this counter is for long term. Hope retailer see this short term gain is quite not possible during these difficult period

Indeed no mercy in money market. Everyone panic to cut lost

The damaged is already done. Just see how the Bermaz bosses do going forward

No idea what brand is it but gave 10 year contract to EPMB factory

https://paultan.org/2024/12/16/baic-x55-bj40-plus-to-begin-ckd-assembly-1q-2025/

Mazda actually produce good car just that their renew the products in snail pace and bumped into the wave of chinese cars. But believe in longer term Bermaz able to recover with new cars from Mazda. Just hope this day come sooner

Looking at the current performance of Bermaz, there is little chances of the share price to go up. Maybe if the bosses of Bermaz able to secure dsitributorship for value packed chinese vehicle then can provide catalyst for the share price to recover. If wait mazda and kia maybe need to wait a significant period of time before the share price go up

Small consolation. Bermaz has 11% stake in EPMB

https://paultan.org/2024/12/16/gwm-haval-h6-hev-reaches-1000-unit-ckd-milestone/

Dunno when stop bleeding

Almost forgot tomorrow is ex date for 7 cents

Doesn't see any chance of share price going up in near term. Still a buy?

As for the last 2 quarter performance, can expect a stagnant profit similar to 2nd quarter or maybe slight improvement due to seasonal sales. So maybe for those who trust in Bermaz need to bite the bullet for this FY24/25 as significant improvement only come in FY25/26

Frankly speaking the current quarter performance is a good indicator that show Bermaz rock bottom performance and the wave of chinese car and current car market appetite for gadgets packed car but once everything been normalise and wave is receded bermaz should see improvement in profit. Even Proton CEO mentioned there are too many chinese car here and he forsee some maybe out of existence in 2 or 3 years time.

Agreed bro. Current Bermaz poor performance is due chinese cars and ageing of its own models. But believe going forward should be better for Bermaz as new model coming in next year. Mazda car is somehow on its own league. Believe potential owner doesn't mind to pay slight premium for Mazda qualities and Kodo design philosophy.

This should be the rock bottom for Bermaz. 3rd quarter should be better due to year end promo and seasonal factor

Looks like this FY need to bite the bullets. Hope next FY with all the cx60, cx80, xpeng, deepal s07 and kia sportage able to bring back the glory for Bermaz

No eye see. Sales dropped.

Sudden selldown again. Bad QR?

After seeing so many chinese car floated the market, strongly believe Bermaz really have to bring in ChangAn ICE vehicle to compete in order to maintain revenue and profit. Mazda new CX60 and CX80 maybe can give higher margins but doubt will have volume. Since now ChangAn is Bermaz partner in EV distribution

Really koyak. Announced special dividend also din have positive impact. Next week 2nd quarter announcement really dare not put hope

Is quite disappointed as the share price being selldown. It has been like this for 3 months plus

Not sure whether this TP can be achieve because there are too many losing tickets from 2.67 till 2.10. Maybe lots of ppl wanted to cut loss or maybe cash out in this range

Oh this they already mentioned in their previous announcement. They intention to acquire 11.3 percent of EPMB new share to broaden their earning and to assemble new EV car in EPMB new factory in Melaka. This new factory also going to assemble Haval car

Bermaz going to launch cx60 and cx80 in 2 more days at KLIMS. Both are really nice car but no longer at the affordable price like the cx5 and cx8. Hope it can sell well and grab some market share from BMW and Mercedez.

I also want to know bro

Indeed is a very attractive dividend from Bermaz. Hope their share price will appreciate also

Wondering will they declare 2nd quarter dividend on the 12th December? Since this is a special dividend pay in advance

https://www.google.com/amp/s/www.nst.com.my/amp/news/nation/2024/11/1140953/ytl-communications-under-scrutiny-delays-activating-towers-under-jendela

Believe Mazda will continue to be well received in Malaysian market as their built quality and design is still above average compared to others Japanese car. The upcoming CX60 is superb but unfortunately the market share for Bermaz is shrinking due to fierce competitions from Chinese car and the more expensive pricing for it own new model.

Is also a good timing for ChangAn to come to south east Asia as the perception for China Made car has been greatly improved due to the effort from Chery and Haval.

Mazda Japan maybe would not mind if Bermaz selling another brand as Bermaz is trying to fill up the gap left by Mazda as they're going to high end market

Just some thought since Mazda double digit model is going to battle BMW and Mercedez, maybe Bermaz can explore the possibility of filling the affordable range with ChangAn ICE cars. Then this counter will be worth to look into.

Yes Deepal got REEV version. At least this can compete with Haval H6

https://paultan.org/2024/11/27/deepal-s05-closer-look-at-ev-suv-coming-to-malaysia-via-bermaz-238-ps-510-km-range-reev-available/

Yup forest18. If the qr is good at least can withstand the bad news from MACC. But now the qr is bad definitely problem will prolong till next quarter or MACC for new development

Don't expect too much from cement division. The report got mentioned profit up is due to lower cost is not because of higher sales. Some more with now MRT3 and HSR not going to happen.

Don't be too excited. All these ECRL, Johor link and etc project going to complete. With no new mega projects like MRT3, HSR and etc coming quarters earning will be gloomy

Ok la smart move push from 2.80 to 3.2 since last friday. Tomorrow worst go back to 2.80. Doesn't look so bad