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Hong Leong Asia
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New era, future is looking brighter
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Rightstock
Senior |
25-Feb-2025 07:55
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This morning China Yuchai closed at USD23.16 up 15.80%. Year to date up 130%!!! BRC year to date up 18%. HL Asia year to date up 8.4%. Yuchai is expected to report 2024 financial results this evening. Looking forward to see a good set of results and exciting news. HL Asia will report 2024 results on Wednesday evening.
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Rightstock
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24-Feb-2025 17:59
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You are right Xinfei and the aircon business caused huge losses to HL Asia a few years ago. The management did the right thing to dispose off these consumer business and focus on their core businesses ie construction materials and engines. To strengthened their core business HL Asia also bought 20% shares of BRC and privatised Tasek Cement (was listed in KLSE). Hope to see HL Asia net profit to exceed $100m from 2025 onwards.
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ahberngh
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24-Feb-2025 16:48
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Share price crashed because it was making huge losses annually a few years back (Xinfei and aircon business). Now these problems over, everything is humming, hope to see share price in this region again (re-rating), sooner rather than later. Free float is low 21.9% (of about 747+M shares), the rest tightly held by insiders. Just my opinion, please dyodd.
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beachlover1270
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24-Feb-2025 16:10
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China Yuchai and BRC all trading at highs. Waiting for HLI results and rerating | ||||
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Iceycoke
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24-Feb-2025 07:12
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So much more to catch up on | ||||
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Rightstock
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24-Feb-2025 07:10
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In the past when HL Asia reported profits above $100m the historical share price ranged from $1.50 to $2.50 (adjusted for stock split).
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Iceycoke
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24-Feb-2025 00:37
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I do hope I am right after some thoughts. Last Friday run up was due to the JV in a Vietnam. Hopefully it still run tmr which might be below $1.10. Then when the FR announcement out, hope to hit $1.20!
I know I am dreaming and hope it comes true.
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Rightstock
Senior |
23-Feb-2025 20:21
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Target price of HL Asia UOB $1.11 CGS-CIMB $1.20 DBS $1.28 Profit at $90m the PE will be 8.5 times Profit at $100m the PE will be $7.6 times
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ahberngh
Master |
23-Feb-2025 16:39
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The tp' s for HL Asia by various analysts range from $1.01 - $1.28. I think these under-rate HLA. The future prospects for HLA looks pretty good, I think it may be re-rated. Just my opinion, pleae dyodd. Vested. |
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Iceycoke
Member |
23-Feb-2025 16:28
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With the net profit forecast of under $100m. What price indication of the stock price will be?
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Rightstock
Senior |
23-Feb-2025 16:07
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Last Friday China Yuchai closed at USD20.00 up 5.37% and HL Asia at S$1.02 up 4.08%. For the week China Yuchai was up 76.37% and HL Asia was up 7.37%. China Yuchai will report its Q4 2024 results on 25 February 2025 and HL Asia second half 2024 results on 26 February 2025. HL Asia net profit is forecast to be between S$90m to S$100m. |
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Rightstock
Senior |
21-Feb-2025 15:07
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Agree. China Yuchai is a US listed company and HL Asia is the majority shareholder. Manufacture in Vietnam instead of China and ship to US can avoid high tariff.
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ahberngh
Master |
21-Feb-2025 13:28
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Also, move to manufacture in Vietnam to avoid high tariff from US? | ||||
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Iceycoke
Member |
21-Feb-2025 13:25
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Yes! This is definitely a very positive news.
1) expansion of manufacturing plant in Vietnam to cater to Asia market. 2) Vietnam cost of operation is comparably lower than China. 3) seems that YC now is able to produce electric heavy vehicles and also that?s what Sgp and other countries are moving forward to have. So I am not surprised that YC is also catering such demand moving ahead. 5) License fees of USD28m. KL definitely have to sell much to cover the fees.
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Rightstock
Senior |
21-Feb-2025 11:28
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I like to see the way the shares were eaten up and the trading volume is very high today. Look promising. |
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Rightstock
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21-Feb-2025 09:09
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Now $1.00 resistance broken. Heading for $1.06.
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ahberngh
Master |
21-Feb-2025 07:28
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This is a big development which will push China Yuchai and therefore Hong Leong Asia to greater heights. I view this as very positive.
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yuhanooi
Member |
21-Feb-2025 06:13
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China Yuchai up 20% again....dyodd | ||||
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Rightstock
Senior |
20-Feb-2025 20:27
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Yuchai enters into strategic agreement in Vietnam https://links.sgx.com/FileOpen/20-02-2025%20-%20Yuchai%20Enters%20into%20Strategic%20Agreement%20in%20Vietnam.ashx?App=Announcement& FileID=833719 |
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Rightstock
Senior |
20-Feb-2025 08:38
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Thakral share price is near 1 year high. This morning China Yuchai closed at 1 year high. Hope BRC will test and break the record high at $3.00 soon and HL Asia to test and break the 1 year high at $1.00. This year will be an interesting and exciting year for construction materials suppliers due to the strong construction industry boom in Singapore and Malaysia. HL Asia stake in US listed China Yuchai 49% SGX listed BRC 20% Tasek Cement 95% (previously listed in KLSE) |
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