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Hong Leong Asia
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Hong Leong Asia
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Iceycoke
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18-Apr-2025 23:19
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Did you see the news of the recent IPO of Changee in NY?
Of course it doesn?t indicate what can possibly happen in future. |
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ahberngh
Master |
18-Apr-2025 20:58
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Current issue is not whether Yuchai exports To US. Some quarters in U S are already questioning why US investors should be supporting Chinese companies listed in US markets. There is already a move to ban US pension funds from investing in Chinese companies listed in US. I think this movement may get stronger, leading to the viability of Chinese companies listed there. | ||||
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Iceycoke
Member |
18-Apr-2025 18:14
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With the response from the company, it seems that with the fight between US & China doesn?t really affect the company at all.
Also if anyone interested in a more cohesive and friendly interaction, maybe we can setup a chat room to chat? My T*legram is @soju8183. Do add me. Thanks. |
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Iceycoke
Member |
18-Apr-2025 18:09
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Q1. Powertrain Solutions Revenue equate to S$3,545 million in 2024. How much of
this revenue is derived from outside China and would it be possible to provide a region or country breakdown? Company?s response: Based on China Yuchai International Limited?s (?CYI? or ?China Yuchai?) FY2023 Annual Report (?2023 AR?), there is a note to the financial statements that provides the breakdown of segment revenue into geographical location of customers. The same information will be available in CYI?s FY2024 Annual Report when it is published. On page 60 of the 2023 AR, CYI had disclosed that total revenue from customers in the People?s Republic of China (?PRC?) amounted to RMB21,206,280,000 or 99.8% of total China Yuchai revenue. This means that approximately 0.2% of sales of powertrains was derived from outside of the PRC. However, China Yuchai?s customers export our Powertrains indirectly when they export the commercial vehicles, industrial and agricultural equipment after full assembly. If we include such indirect exports, the number of powertrains exported would be approximately 22% of total number of powertrains sold in FY2024. Key export markets include Asia, Eastern Europe, Africa and South America. Page 1 of 11 Q2. Are China Yuchai's products and customer base largely involved in the export of automobiles to US? If so is there an estimate in terms of % of revenue? Company?s response: To the best of our knowledge, China Yuchai?s powertrains are largely used in the domestic market where the engines meet National VI standards for on-road commercial vehicles and Tier 4 emission standards for off-road vehicles. As explained in question 1 above, approximately 22% of China Yuchai?s powertrains were exported by our customers to emerging markets in Asia, Eastern Europe, Africa and South America. USA is not a major export destination. Q3. What are the main raw material components of Precast Concrete and in Singapore, where is the main demand mostly coming from? Would it be Public House Construction(HDB)? Company?s response: The key raw materials of Precast Concrete comprise of concrete and steel reinforcement components. R3 Precast, our brand under the Building Materials Group in Singapore, predominantly supplies to Housing Development Board projects as well as others including the construction of schools and nursing homes. Q4. How is the price trend for Precast Concrete / Precast Market in Singapore in 2024 and up till now in 2025? Any color on this and how the trend might be for the rest of the year? Company?s response: Even though the demand for public housing projects remains high, the Singapore precast concrete market remains competitive as projects are awarded through tenders. Based on Singapore?s Building and Construction Authority?s (?BCA?) outlook report published in January 2025, the total volume of precast concrete consumed by the construction sector was an estimated 1.6 million m3 in 2024, and the demand for precast concrete is estimated to expand to between 2.3 million m3 and 2.4 million m3 . Q5. Has China Yuchai seen any customers cancelling their orders due to the recent tariffs as they might be impacted due to their vehicle's final export location being US? If so perhaps any % estimation? Company?s response: These are early days of the US-China trade conflict, and whilst we have not experienced any major cancellations of orders, in a fast-developing situation such as this, we will continue to adapt as necessary. |
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Iceycoke
Member |
18-Apr-2025 11:18
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It does make sense to a certain point that Trump might target China firms with further threats and perhaps force Xi to interact. If Xi doesn?t call, Trump may remove the threats. I mean as usual, Roti Prata. | ||||
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ahberngh
Master |
17-Apr-2025 08:41
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US is starting to target Chinese companies listed in their markets. These counters may be pressured to delist. I think this is good for Yuchai. Just my opinion, please dyodd. |
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msksmsks
Supreme |
17-Apr-2025 07:57
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China Yuchai dropped more than 15%
last night . Wl there be a knee jerk to sell down? |
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msksmsks
Supreme |
16-Apr-2025 09:23
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Let' s see if the gap wl be covered today and gg beyond aftermath
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Rightstock
Senior |
15-Apr-2025 19:53
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I understand from various sources that data centers and wafer fabs investments and constructions may not be freeze because of Trump tariffs which is good news for Yuchai engines and generators. What is your opinion. Thanks for sharing.
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ahberngh
Master |
15-Apr-2025 18:21
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I have listened to a few news reporters asking their guests about Chinese firms listing in US. They view it as bad for them because thier investors are supporting foreign companies. If more attention arises, Chinese counters may be forced to delist. Just my opinion, please dyodd.
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Rightstock
Senior |
15-Apr-2025 17:33
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Can you share what is the chance of HL Asia moving to HKSE.
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Iceycoke
Member |
15-Apr-2025 17:28
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Oops? comment too fast. Close at 1.08 | ||||
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Iceycoke
Member |
15-Apr-2025 15:17
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Seems topish at current moment and i doubt there will be any push up until further good news from the US side or something from the company. Btw, is anyone going for the AGM? I am not able to make it as i will will be traveling. I read somewhere that during the AGM, a fellow actually requested for higher dividend and seems that his request is granted. haha... Hence, if someone here going, can request for stock price to hit $3 by this year? lol.... No harm asking. Never know... hahahahhaha..... |
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msksmsks
Supreme |
15-Apr-2025 09:45
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Up down , down up....very common in mkt What' s more important is gg fwd and not looking at the rear mirror Vested last wk |
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superstartup
Elite |
15-Apr-2025 09:33
Yells: "Enjoy doing Fundamental Research" |
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How come did not mention Yuchai is still down around 25% for the month, including yesterday up ? While HL Asia is flatish for the month ? |
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msksmsks
Supreme |
15-Apr-2025 08:55
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China Yuchai done well . Up 6% last night Insti Net Buy of HLA for wk ending Apr 11,2025 still show an increase in insti holding. That' s good news Dividend of 3ct XD on May 2 CD last day Apr 30 Payment May 14 All bodes well for HLA PDOYDD as usual |
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msksmsks
Supreme |
14-Apr-2025 16:42
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Accumulation gg on
Let's see the gap wl be covered ... PDYODD
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Iceycoke
Member |
14-Apr-2025 15:22
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It follows STI. If STI is positive, HLA will move. That' s based on my current observation.
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msksmsks
Supreme |
14-Apr-2025 12:50
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Gap being partially covered today. Gradually, it wl be fully covered and go beyond tat and retest recent high of 1.28 3 ct dividend coming, Insti still buying PDYODD
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msksmsks
Supreme |
14-Apr-2025 11:29
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Reiterate this More insti buying Opined more upside coming PDYODD as usual
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