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Die liao going to A and E soon...............:(
Wah lau I too kena kaput here.............:(
nareshg ( Date: 16-Jul-2015 14:17) Posted:
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If I remember correctly, HLA' s share px from the time of the financial crisis around 2008/09 has spanned a wide range - from around 40c to around $5. The portions of the business that seemed to have performed more consistently over the period are those in diesel engines n building materials . The portion of the business that has pulled the coy down over the last few yrs (n will continue to do so for sometime to come) is consumer products in the PRC - through subsidiaries n associates like Xinfei, Airwell n I think even Thakral. Consumer products is tied to the state of the economy in the PRC. I think around 2010 when the PRC economy was on the upturn, n property px was booming, their subs like Xixfei also did well. I recall that was around the time when they had an offer for Xinfei which catapulted the px to > $5. But they did not accept the offer. But now with the PRC economy struggling pretty badly n consumer products experiencing cut-throat competition, the losses from this division is eating into HLA' s overall profitability. Yet, HLA is not hiving off the unprofitable part of the business, probably because it sees brighter prospects in the longer term (ask uncle Kwek). Short to medium term, this stock will probably not be rewarding. But beyond 3-5 yrs things shd change for the better (ie, this is the period I give for the PRC to get out of its current rut). I am posting this out of memory, having followed the coy when I held the shares sometime ago (truth was, I entered at the wrong time, n finally had to bite the bullet). Perhaps, some fellow forumers cld help correct any inaccuracies n improve on it.
lifeisgood ( Date: 04-Aug-2015 00:09) Posted:
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Yes , agree with you this is a terrible stock. I have invested in this before, made some money, but lost a lot of time. Don' t waste time on this one.
Kyoto2008 ( Date: 03-Aug-2015 22:40) Posted:
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Why did you pick this stock in the first place? Is there anything exceptional?
Chartwise, stock price is on a downtrend, so you should be waiting for signs of recovery before going in further.
Numbers don' t look exceptional, meagre ROE of 2% thereabouts whether on annual or quarter basis, hardly making money.
Dividend 2 plus percent can still get by. But you lose on the downward price spiral.
Debt is 42%, not high, but not low either. Servicing that debt could reduce ROE even further when interest rates go up.
I like the gross margins, but don understand why the bottomline is so poor, anything sucking out the profitability? You' re a shareholder so you should do your checks on the financials or hound the buggers during AGMs.
If they can cut costs, ROE could increase. Qoq has improved on YTD basis, but not good on yoy basis-declining.
Overall, the stock sucks. Can put your money elsewhere, the best on the back burner. Wait till mkt drop until cannot drop then get something decent.
nareshg ( Date: 16-Jul-2015 14:17) Posted:
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the counter looks down trend ..
nareshg ( Date: 16-Jul-2015 14:17) Posted:
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I am holding 51K shares. Want to add more. I would like to hear senior boarders opinion on this :-)
Profit tumble so px follow. Even coys making money also tumble. What else to expect from this mkt.
taxiuncle ( Date: 02-Mar-2015 09:54) Posted:
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OMG!!!!What has happen here....no strength
HL Asis has it' s roots in Malaya-Singapore since colonial times. Today, it has major ops in the PRC as well as in Indonesia n Malaysia (PT Karimun n Tasek Cement are non PRC parts of the grp) n is a major supplier of building n construction materials in Spore n Malaysia. It is not an Schip.
Henry$$$ ( Date: 27-Dec-2014 23:57) Posted:
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I personally like the following S-chip with number of Singaporean corner investor....at least can have well sleep at night. Others S-chips are very risky!
1) Yanlord --> Property developer (owned by Peter Lim, UOB Kian Kay' boss, Ng See.....)
2) HL Asia --> Multi industrial (owned by Singapore billionaire)
3) Yamada --> Arguculture (owned by Sam Goi, Global Yellow Page)
4) China ETF --> Potential fats growth rate in future
Xinfei n Airwell too. If they can turn these two around, HLA will boom. Yuchai is doing well, but with a little help cld possibly produce spectacular results, hopefully. If every segment of their PRC ops improve, who knows, HLA cld go back to being a $4+ coy.
Secret_Squirrel ( Date: 26-Dec-2014 20:27) Posted:
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China is Planning to Purge Foreign Technology and Replace With Homegrown Suppliers
http://www.bloomberg.com/news/2014-12-17/china-said-to-plan-sweeping-shift-from-foreign-technology-to-own.html
Hopefully that will push yu chai to greater heights.
Henry$$$ ( Date: 25-Dec-2014 17:01) Posted:
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China Stocks Rise Most in Three Weeks as Machinery Shares Surge. http://www.bloomberg.com/news/2014-12-25/china-s-stock-futures-rise-on-bets-recent-losses-are-excessive.html Will HLA surges tomorrow??
Hong Leong Asia: China Yuchai 3Q14 Net Profit Up 35% To RMB143.8 Million.
taxiuncle ( Date: 17-Oct-2014 16:00) Posted:
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Must load this...dirt cheap
When is HLA going to own 100% of this GEM China Yuchai !
28-08-2014 18:43:29
China Yuchai Engines Used in 85% of Vehicles at the 2014 Summer Nanjing Youth Olympic Games < CYD.N>
China Yuchai International Limited(NYSE: CYD) (" China Yuchai" or the " Company" ), announced today that its mainoperating subsidiary, Guangxi Yuchai Machinery Company Limited (" GYMCL" ), hassupplied approximately 85% of the engines used in the over 3,000 publictransportation vehicles serving the Second Summer Youth Olympic Games (" YouthOlympic Games" ) held in Nanjing, China.
GYMCL' s engines at the Youth Olympic Games are either natural gas enginescompliant with National 5 emission standards or National 4-compliant dieselengines, which have autonomous control systems.
Mr. Weng Ming Hoh, President of China Yuchai, commented, " The outstandingperformance, reliability and safety record of our engines has made us thepreferred engine of choice for the Youth Olympic Games. We had supplied enginesfor other key sporting events in the past and we are proud to continue thistrend."
Making another run...
Property prices are softening, which is what the Chinese government wants, but transactions should be increasing very soon as many cities have already relaxed buying curbs. Should be good for the white goods industry.
Looks like the main problems are the consumer products side in the PRC. Don' t know when they can turn the property sector around. If it happens soon enough, Xinfei n Airwell' s fortunes shd improve and HLA wld likely trade closer $2.