Posted by chopstick > 2024-06-14 08:17 | Report Abuse

no second hand value

Posted by Max2838 > 2024-06-14 21:34 | Report Abuse

Malaysia has aimed for EVs to account for 15% of the total industry volume (TIV) by 2030 and 80% by 2050.
Very unlikely can achieve such targets, probably only 15%.....
Consumers have given up on EVs in USA.....only in California
https://www.youtube.com/watch?v=OprBrJ2qrnM

Posted by diuleiloumei > 2024-06-14 23:08 | Report Abuse

Kemon bauto, should your true potential

Posted by limch > 2024-06-18 10:46 | Report Abuse

High fuel(diesel) price means less car sales in future?

Posted by SinGor > 2024-06-19 10:02 | Report Abuse

Madza used RON 97---no subsidy at all but sales never drop post Covid

Posted by Waller > 2024-06-21 18:19 | Report Abuse

High fuel price means more EV car sales in future? 😁

Posted by SinGor > 2024-06-21 19:13 | Report Abuse

Madza CX30 has a very interesting Drive system. A combination of EV and rotary engin
( petrol ) that generate Electricity to charge EV Drive section---Rotary Drive in 70's
are used to Drive Madza Rally Car

Posted by Max2838 > 2024-06-25 20:45 | Report Abuse

Bermaz can also initiate an EV production plant of XPeng G6 EVs for exports to US , EU n Asia?

https://www.reuters.com/markets/chinese-companies-seek-assurances-malaysia-avoiding-us-tariffs-ft-reports-2024-06-25/

Posted by Max2838 > 2024-06-26 05:34 | Report Abuse

China can help Malaysia with EV plants startups…

When it comes to Malaysia's transportation sector, electrification is no doubt the most viable way to decarbonise and help the country achieve its net zero goals by 2050. This will be especially impactful with the electrification of fleet vehicles as well as public transportation.

XPeng can also be an investor in Bermaz, just as VW invests in Rivian….
https://www.cnbc.com/2024/06/25/volkswagen-rivian-stake.html

Posted by diuleiloumei > 2024-06-26 23:51 | Report Abuse

Sell, cannot jalan punya

Posted by Hatiharihari > 2024-07-02 15:58 | Report Abuse

BAUTO remains RHB’s top pick due to its approximately 9% dividend yield and resilient car sales compared to other marques

Posted by Waller > 2024-07-03 16:52 | Report Abuse

Don't miss out the special dividend 😉

Posted by SinGor > 2024-07-04 19:28 | Report Abuse

Tabung Haji silently bought 5%,

Posted by serbatipu > 2024-07-10 18:30 | Report Abuse

Cannot break one la

Posted by weixuan0325 > 2024-07-11 19:25 | Report Abuse

Tabung Haji is one of the substantial shareholder since years ago now they are acquiring more shares in this counter...

Posted by SinGor > 2024-07-12 11:59 | Report Abuse

weixuan0325
Tabung Haji is one of the substantial shareholder since years ago now they are acquiring more shares in this counter...
_______________________________

Dont give "Uncheck Info"---2023 Annual Report ---Tabung Haji is NOT listed even in TOP 30 shareholders
the lowest Top of TOP 30 shareholders is 6.7mil shares----How many shares are TBH holding today ( 59.7mil )

Posted by UncleFollower > 2024-07-12 12:39 | Report Abuse

How is BAuto doing so well? Amazing. No threats from Tesla and Proton EV?

Posted by SinGor > 2024-07-12 14:41 | Report Abuse

you never owned a Tesla so you donT know "Real EV Problem"---In China if a Tesla breaks down, Repair Cost
is most likely 50--60% Car cost----After 7years, No resell Value ( Myvi resell value after 7yrs is around 60% cost )

Posted by SinGor > 2024-07-12 14:47 | Report Abuse

you might ask sure or not 50--60% of repair cost for Tesla is Battery problem---I am very sure bcos EV is One Giant Battery, 90% problem is Battery problem ( cannot be repaired )

Posted by weixuan0325 > 2024-07-12 14:51 | Report Abuse

SinGor
Tabung Haji silently bought 5%,
_______________________________

Don't provide ''Misleading Info'' --- Tabung Haji already held 4.9% - 5.0% of shares since 2022...Perhaps I should say shareholder instead of substiantial shareholder? lol

Posted by SinGor > 2024-07-12 15:14 | Report Abuse

weixuan0325
SinGor
Tabung Haji silently bought 5%,
_______________________________

How TBH bought 5% of Bauto? 2021 Annual Report "No TBH holding"---AR 2023 "No TBH Holding"
So all 59mil shares are bought in 2024------How can TBH "made" management to hide shares holdings while
EPF holdings are all Listed in Annual Report????????????????????????????????????????????

Posted by Hatiharihari > 2024-07-12 15:20 | Report Abuse

Hitting 52-weeks high price today 🔥🔥

Posted by SinGor > 2024-07-12 17:12 | Report Abuse

look like TBH bought around 2.20--2.40--2.58 ( given THB spending capacity And EPF releasing slowly---both
GLC are locking into Bauto Dividend ) For TBH to make Good money, they have to push price beyond 3.50
to "sell for Cap gain" ( atleast 30% cap gain )

Posted by Waller > 2024-07-15 18:52 | Report Abuse

Go green, go EV
https://www.ledgerinsights.com/honda-mazda-nissan-complete-1st-phase-of-web3-global-battery-passport-mvp/

Posted by SinGor > 2024-07-16 09:36 | Report Abuse

Come Sept, foreign fund will flood Malaysia ( re-rated by JP Morgan )---Foreign Fund are no longer buying
Dow stocks Even Powell Drop interest Rate---2 reasons, One: USA, 35 Trillion Debt and BRICS New Currency

Posted by Hatiharihari > 2024-07-22 12:05 | Report Abuse

MAA raises car sales forecast for 2024 following strong 1H volume. https://theedgemalaysia.com/node/719194

Posted by Waller > 2024-07-27 11:41 | Report Abuse

One good news, we will receive a dividend from Bauto next Friday 😋

Posted by neohts > 2024-07-29 11:41 | Report Abuse

Later Price drop more than Dividend.

Posted by Waller > 2024-07-30 22:55 | Report Abuse

Logo changed 😆

https://www.motor1.com/news/728034/mazda-new-logo-design/

Posted by Hatiharihari > 2024-08-01 16:02 | Report Abuse

Not that nice ... I like the old logo

Posted by neohts > 2024-08-03 11:37 | Report Abuse

https://theedgemalaysia.com/node/721544

Proton eyes end-2024 release of its first EV model

Proton and Perodua also coming up with EV model less than RM100K. affordable price.

Posted by SinGor > 2024-08-05 09:20 | Report Abuse

USA cutting Rate in Sept is Good for Car Industries in Malaysia---Bank Negara Cannot raise Rate any time soon

Posted by geary > 2024-08-05 17:45 | Report Abuse

BAUTO Monthly Pivot Points Momentum!
S1: 2.30(Added... Average Cost: @2.00).
PIVOT: 2.45.
R1: 2.58.
Disclaimer: Hold/Trade at your own Risk.
DY/BY Portfolio.

Posted by Hatiharihari > 2 months ago | Report Abuse

Mazda Motor Corporation announced its first quarter financial and sales results, reporting global sales of 309,000 vehicles during the period 1 April to 30 June 2024, at the same level as the last fiscal year

https://www.insidemazda.co.uk/2024/08/07/mazda-reports-strong-sales-growth-in-q1/

Posted by iscmob > 2 months ago | Report Abuse

Xpeng coming
https://paultan.org/2024/08/12/xpeng-g6-malaysia-estimated-pricing-rm175k-for-standard-rm195k-for-long-range-launch-end-august/

Posted by Hatiharihari > 2 months ago | Report Abuse

It's more expensive than BYD ..

Posted by SinGor > 2 months ago | Report Abuse

stronger ringgit, Cheaper spare parts from Japan and Korea ( even China---some Madza parts are from China)

Posted by neohts > 2 months ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/08/22/vehicle-sales-expected-to-be-lower-in-second-half-of-this-year

Posted by Waller > 2 months ago | Report Abuse

Bermaz Auto introduces XPeng G6 and the price range is at around RM165,000 to RM185,000 — the same price bracket as the BYD Atto 3 and Tesla Model Y.

https://theedgemalaysia.com/node/724445

Posted by iscmob > 2 months ago | Report Abuse

Review of XPeng G6:
https://youtu.be/P7H4illtmhI

Posted by Hatiharihari > 2 months ago | Report Abuse

This Xpeng G6 will surely boost Bauto's FY2025 revenue

Posted by cwc1981 > 1 month ago | Report Abuse

When want to start goreng XPeng?

Posted by cwc1981 > 1 month ago | Report Abuse

Assuming the balance 3 quarter earning remain same at 6 cents. Can expect full year dividend at 21 cents

Posted by Waller > 1 month ago | Report Abuse

Bermaz Auto's net profit falls 30% on lower vehicle sales ...

https://theedgemalaysia.com/node/726381

Posted by cwc1981 > 1 month ago | Report Abuse

Widening income stream

Posted by larrylyb > 1 month ago | Report Abuse

More cash but also more borrowings

Posted by Hatiharihari > 1 month ago | Report Abuse

Bauto is still a net-cash company, right ...

Posted by larrylyb > 1 month ago | Report Abuse

Yes has always been net cash since listing except for FY2020 when operating cashflow took a dip.

Posted by speakup > 1 month ago | Report Abuse

Fall so we got chance buy cheap mah

Posted by larrylyb > 1 month ago | Report Abuse

A couple of years ago Mazda was a premium brand that stood out against Honda and Toyota. It had a couple of models that were newly launched and proved to be big winners. That had taken BAuto past RM2.5b market cap. Currently there is a lot more competition especially from China, while its best seller CX5 is near end of life cycle. Valuation may be cheap but what will take this company to the next level and when will this happen? If it doesn't happen soon, will its earnings erode quickly?