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Solid advice bro....👏 👏 👏
Siwomp ( Date: 14-Feb-2017 14:14) Posted:
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With new rules change, especially the takeover by another foreign company..........this unlocks the value of the financial companies in Singapore............ My advise, dun sell out cheap......NAV is around $3.70.
kirana ( Date: 14-Feb-2017 14:09) Posted:
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Finance company comes alive, after many many years in the doldrums. Many things can start to happen now.
Times are difficult, so MAS relaxes rules, this pave the way for HLF possible M& A by .....say HLB (Malaysia)...... Hong Leong Group is experiencing a change of leadership, 2nd geration taking over, fuelling the possibility of a change in group biz structure...... these IMHO are the reason HLF is running......... dyodd
HLF NAV should be around ~$3.70
any expert here knows what is the NAV of HL finance??
Something is brewing for Hong Leong group? HLA and HLF running 🏃
Siwomp ( Date: 14-Feb-2017 12:02) Posted:
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I see......MAS relaxing rules on financial companies, including " The regulator said it would also liberalise its policy of not allowing a foreign takeover of a finance company.
" This will accord finance companies greater flexibility to explore strategic partnerships and innovative business models that can strengthen their SME financing business,' ' .
IMHO....... M& A a real possibility now......maybe takeover by Hong Leong Bank which is based in Malaysia.......?
relax SME loan lohhh
Read MAS announcement.
Huat Lieow........!
errrrr, any news ?? up 10 cents
HLF is indeed a retiree stock, giving you 4%, 5% dividend. For this counter to rally strongly, one of the following needs to happened, imho.
1) Share buy back.
2) M& A or privatization
3) Getting of full banking statue
HLF is run by extremely smart people with ethics. They value the traditional virtues and will help the SMEs and they believe in doing long term businesses. I have no data, but I strongly believe that the number of SMEs going burst under HLF will be among the lowest in the banking industry, this by virtue of the way they conduct their businesses........
jackson5 ( Date: 16-Dec-2016 09:35) Posted:
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The expected downturn shoule see many SMEs go under , corp loan defaults will be massive like previous financial downturns.
Siwomp ( Date: 16-Dec-2016 09:30) Posted:
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Many SME are struggling indeed. This will affect the whole banking industry. HLF is actively working with the government agencies to help them. In any case, if they fail, the banks can always seize their assests for those secured loans. What is worrisome for banks are the unsecured loans, like the credit cards debts............. many SME (esp. the small ones) bosses uses credit cards to fund their company cash flow needs.......... that said, how many Credit Card did HLF issued? I have over ten cards (not even half of my wife' s) and between us, we don' t have a single HL Credit Cards.
jackson5 ( Date: 16-Dec-2016 09:19) Posted:
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HLF exposures to SMEs is substantial , many SMEs are struggling to survive .
Qanghoo ( Date: 14-Apr-2016 15:37) Posted:
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3 more rate hikes in 2017! The 3 banks have already rallied on expectations of expansion in NIMs. Wouldn' t HL Finance be a bigger beneficiary since 90% of its total income is derived from interest income?
Imo, HLF is a better proxy for the impending rate hike than the banks. So far, it has flown under the radar of many investors. This is a laggard as it is only trading at around PB ratio of 0.59.
This one will continue to be strong. If the bosses know how how play CD cool n wel, they' l knoow to manage this one too. How many can beat them in vision n acuement?
john_ric ( Date: 14-Apr-2016 12:13) Posted:
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