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sfw2124 Senior	29-Apr-2026 22:32        sfw2124 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hong Leong Asia' s (HLA) S$145M share placement of 50M new shares at S$2.90&mdash announced April 29, 2026&mdash is a strategic move backed by solid FY2025 fundamentals (PATMI up 28.5% to S$112.8M, revenue +22% to S$5.18B, S$1.6B cash, operating cash flow +105%), not a distress raise. Balanced View Credible Singapore funds (Lion Global, Avanda, etc.) subscribed at a 5.8% discount to S$3.08 VWAP, diversifying the ~22% pre-placement free float (78% insiders/Hong Leong Group) and signaling institutional confidence, though post-lockup sales remain a risk. HK Spin-Off Catalyst HLA' s proposed spin-off of indirect subsidiary Guangxi Yuchai Marine & Genset Power (MGP)&mdash a high-growth marine/generator business under 48.7%-owned China Yuchai Intl&mdash targets HKEX Mainboard listing (application filed Jan 2026, SGX " no comment" ). This could unlock value via separate valuation (analysts see DC/AI tailwinds, upgraded CYD P/E to 15x), crystallize gains for HLA shareholders without full disposal, and fund MGP growth independently&mdash potentially accretive if listing premium materializes (subject to approvals/market conditions). Price Outlook UOBKH target S$4.20 (avg ~S$4.43) supports 6-12 month upside from recent S$3.00-S$3.15 trading, driven by H1 Aug catalysts and spin-off progress&mdash but 6.3% dilution and execution risks apply. Bottom line:  Placement boosts liquidity amid strong base spin-off adds re-rating potential if executed. Watch results/deployment. DYODD. msksmsks      ( Date: 29-Apr-2026 13:21) Posted: Who wl wanna take up such a big placement of $145mil if nothing to gain . No brainer la More than to meet the eyes More upside coming... Be patient
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msksmsks Supreme	29-Apr-2026 13:21        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who wl wanna take up such a big placement of $145mil if nothing to gain . No brainer la More than to meet the eyes More upside coming... Be patient
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Iceycoke Senior	29-Apr-2026 11:13        Iceycoke About Contact  Quote this Post!
x 0   x 0  Alert Admin	Based on my limited knowledge, share placement for a not so good fundamental company is basically to raise more money and run. Bye bye. While it is the opposite for good fundamental company, HLA. Like many said, it is to increase the spread of good and powerful investors so that not one or 2 investors determine the company share prices. Hence, it might look more like an ETF to me with fantastic potential upside.   Like everyone, we first target on $4 then we move to $5. I believe $6 is possible within a year starting from May - in which the placees have gotten the shares.  These new investors/placees buying in at $2.90 would expect the gain to be at least double for a year otherwise it would be a waste of their time. Hence my conclusion is $6.  These wolves will also not settle with single return. These beasts want more (double) thus again my conclusion to hit $8 is a matter of time.  Come August, the half year report card will have astronomical results and needless to say for their year end which will be report Feb 2027. Certainly looking forward to see this counter performance 40% gain in a day just like nanofilm. If based on $3, 40% gain would be around $4.20, UOB target price.  Yeap, this placement exercise certainly perks me up even more. Entered again. I am mad to hold $m of this HLA and she has to perform otherwise will be condemn by these wolves including us. Hahaha&hellip
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Tracer63 Elite	29-Apr-2026 11:08        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Accumulate
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ahberngh Elite	29-Apr-2026 10:15        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think this is one of the reasons they want to increase the investor base. Whether a company can perform or not depends on the quality and integrity of the management. If mangement is intent on increasing shareholder value, it does not matter who owns how much. Just my opinion, please dyodd.
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parcvista Member	29-Apr-2026 10:11        parcvista About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly when the stock is own just by a group ,it can hardly perform HLF is another one
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ahberngh Elite	29-Apr-2026 10:06        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	For HLA, freed float is quite low, only about 21% or 31% (I forgot which, but I think it is the former. ). Insiders (people of the Hong Leong Group) own the vast majority of the shares.
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jlong0005 Senior	29-Apr-2026 10:01        jlong0005 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fully agreed. Keep for the next 6-12 months, will probably see the bright sunlight. I believe $4 is well within reach. Good luck to investors of HLA. ahberngh      ( Date: 29-Apr-2026 08:59) Posted: I thought HLA has plenty of cash in the kitty. If so, they don' t need money, this placement is mainly targetted for certain entities in Singapore and China, to broaden their  investor base, as they said??
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msksmsks Supreme	29-Apr-2026 09:57        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	cheap cheap don buy.. once abv 3, wl start chasing... HLA is well positioned for growth trajectory placement not coincidental ....there is a reason  am glad to be able to grab the  lelong sale  msksmsks      ( Date: 29-Apr-2026 09:04) Posted: Good opportunity to buy cheap Slurping....
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Rightstock Senior	29-Apr-2026 09:49        Rightstock About Contact  Quote this Post!
x 0   x 1  Alert Admin	I managed to pick up some shares this morning at attractive prices. Thanks to the short sellers, force selling and contra players.
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dexterderc Senior	29-Apr-2026 09:33        dexterderc About Contact  Quote this Post!
x 0   x 0  Alert Admin	I guess increasing their china investor base will be terrific when they eventually spin off yuchai on hkx ahberngh      ( Date: 29-Apr-2026 08:59) Posted: I thought HLA has plenty of cash in the kitty. If so, they don' t need money, this placement is mainly targetted for certain entities in Singapore and China, to broaden their  investor base, as they said??
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ahberngh Elite	29-Apr-2026 09:05        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Down 12c, a knee jerk reaction. Unfortunately, I have no more bullets to buy in.
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msksmsks Supreme	29-Apr-2026 09:04        msksmsks About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good opportunity to buy cheap Slurping....
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ahberngh Elite	29-Apr-2026 08:59        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	I thought HLA has plenty of cash in the kitty. If so, they don' t need money, this placement is mainly targetted for certain entities in Singapore and China, to broaden their  investor base, as they said??
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parcvista Member	29-Apr-2026 08:50        parcvista About Contact  Quote this Post!
x 0   x 0  Alert Admin	This will go down today
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Rockyhula Member	29-Apr-2026 08:38        Rockyhula About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was thinking to see all the placement shares would hv been snapped by the investors you mentioned but they are not placed yet lei.   Rightstock      ( Date: 28-Apr-2026 16:53) Posted: Placement to Lion Global Investors Avanda Investment Management Amova Asset Management Ginko-AGT Global Growth Fund ICH Synergrowth Rightstock      ( Date: 28-Apr-2026 15:18) Posted: Placement price at around $2,94 per shar
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shk363 Elite	29-Apr-2026 08:21        shk363 About Contact  Quote this Post!
x 0   x 0  Alert Admin	how come still need raise $
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JurongW Elite	29-Apr-2026 02:08        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	PROPOSED PLACEMENT OF 50,000,000 NEW ORDINARY SHARES IN THE CAPITAL OF THE COMPANY AT THE PLACEMENT PRICE OF S$2.90 FOR EACH PLACEMENT SHARE  https://links.sgx.com/1.0.0/corporate-announcements/Y1QXXKAI9O39NVGG/886553_HLA%20-%20Placement%20of%20Shares.pdf
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Rightstock Senior	28-Apr-2026 17:42        Rightstock About Contact  Quote this Post!
x 0   x 1  Alert Admin	Tomorrow the share price will go back to $3,40/$3,50 level.
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ahberngh Elite	28-Apr-2026 17:29        ahberngh About Contact  Quote this Post!
x 0   x 0  Alert Admin	If placement at 2.94, no wonder the share price drop so much in the last few sessions.
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