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Hong Leong Asia
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Hong Leong Asia
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kye_lin
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16-Sep-2025 17:01
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Drop today | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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sfw2124
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15-Sep-2025 22:12
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Profit-Taking Range:
 
Order-Book Snapshot (Indicative)
Recent Financials & Analyst Updates
 
Breaking News & Catalysts
MAS EQDP Criteria
 
FY2025 Outperformance Probability
 
Aggregate Probability:  85%  of exceeding FY2025 consensus net profit of S$120m. Conclusion:  The chart&rsquo s breakout, volume surge, and upgraded fundamentals underpinned by strong analyst support make it  too early to sell. Follow the outlined profit-taking and risk-management plan in the S$2.60&ndash 2.80 range, with a protective stop at S$2.20.  DYODD  
 
 
 
 
 
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Iceycoke
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14-Sep-2025 20:59
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Thanks for sharing.
Recently there is an article from business times on Hong Leong group on their presence and project involvement with Shanghai state and the locals looking forward for more projects from Hong Leong group which involves in CDL & HLA. |
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sfw2124
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13-Sep-2025 22:15
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Business Connections Between Hong Leong Asia (HLA) and YuchaiOwnership Structure & Corporate RelationshipHong Leong Asia owns a 48.7% stake in China Yuchai International Limited (CYI), making it HLA' s largest subsidiary and primary growth driver. This strategic investment has been built up over decades through various transactions and dividend reinvestments. Key Corporate Entities:
Core Business Operations1. Engine Manufacturing & Powertrain SolutionsPrimary Products:
Market Position:  One of China' s largest powertrain solutions manufacturers with 456,791 engines sold in 2021 2. Strategic Joint VenturesMTU Yuchai Power (50/50 with Rolls-Royce):
3. International ExpansionRecent Strategic Partnerships:
Financial Contribution to HLARevenue & Profit Impact:
 
Key Catalysts for Growth:
Strategic Value PropositionFor HLA Shareholders:
Operational Synergies:
The Yuchai relationship represents HLA' s core strategic asset, providing exposure to China' s industrial growth while maintaining operational independence through the joint venture structure with Rolls-Royce and international expansion initiatives.
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sfw2124
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13-Sep-2025 12:02
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Hong Leong Asia Ltd (HLA, ticker H22) is a wholly-owned subsidiary of Hong Leong Group, listed separately on SGX for its hotels, property and trading operations. At S$2.43, HLA is trading just above its 50-day moving average (&asymp S$2.40) after pulling back from the August peak of S$2.64. Key considerations:
Recommendation Framework
At S$2.43, HLA is fairly valued relative to its NAV discount, with technicals suggesting consolidation. Patient accumulation on slight dips toward the 20-day MA can position for a favorable risk/reward if tourism recovery and asset-recycling plans progress. As per Perplesity AI but DYODD
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Iceycoke
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08-Sep-2025 18:40
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It?s rather ironic to see some people exaggerate things just to make them more dramatic. Anyway, I?m clearly not as young as he is from the way he communicates. He even claimed in a recent post something that supposedly happened just days ago, only to tie it back to something from March. Strange. Tongue twisting. Weird.
I suppose it must be amusing for viewers to see us throwing words at each other, but I?ll leave it to them to judge what?s logical versus what?s just one person?s biased opinion. My principal still remains strongly. Price does not move in a straight line. It WILL dip and retrace back. Whether one likes it or not. That?s the nature. One cannot defy it. And it is healthy so that price will move higher. Whether one likes to short or to trade, it?s up to individual. I don?t pay for their bills neither they are doing so for me. I definitely have to do what I need to do to make money. I have done saying what I need to and I shall stop rebutting what?s right or funny and just wait for the right moment to proudly present my portfolio when the time comes. Depends on my mood. As for belittling others, that?s not something I would ever do. Still, some people really deserve a wake up call a slap. Alright shows over on my end! The end! |
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Iceycoke
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05-Sep-2025 10:13
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Thank you to those who sold me their stocks this morning.
To everyone else, I hope this price pullback shows that I don?t have a Midas touch to talk down stocks. Retracements are normal and healthy, especially for companies with strong fundamentals. Keep this in mind hor. Of course, chart reading doesn?t guarantee success and nothing does. Based on my reads, 2.33 is the support level. I?m only pointing it out now that the price has touched it, otherwise people might say I?m trying to talk the stock down again. Of course, there will be some will say reach then say. Fact is I come out now and not yesterday. If price stays for next few trading days, we might see again catapult price. |
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Iceycoke
Senior |
28-Aug-2025 21:31
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Almost forget TA! Apart from pullback which I will not mention the price since some people deemed its talking down the stock so I will say the next wave of price to hit 2.82. With chart stated, I would see price around 3.54 which is almost same as OCBC. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Iceycoke
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28-Aug-2025 18:30
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Quite ironic seeing a posting like an ambassdor for this company. Only god knows his agenda. Probably he wants to protray himself as wealth of god or a guru. Or Perhaps like what he says, he just summarise out of goodwill for the lazy ones to read on the company strong fundamental. He is a kind man... Also he has the courage to tell everyone that " my good friend Leng Peck, his daughter and his CEO bought more into the shares." I do not know if he is clever to say such things out as if these people who bought into the shares have to declare within 3 days to SGX and failure to do so, haha... Drink kopi lor. Well, that fellow will probably says, these people buy using friends/relatives to buy. Good! Still saying these prominent names in public. And here comes the ironic part, claim as good friends etc but not able to define which one will be listed. Joke! For me, I will probably talk about what i would think which is everyone' s guess the company' s direction. That' s the fun part because of the uncertainity and it doesn' t hurts as company fundamental is strong and good. Our guesses does not have the midas touch as compared to his black market and gangsters. Don' t play play... later tio hoot!  Just my guess,  New Company listing will definitely not be in the US and most so either in China or HK. With the stated information, it could be at this moment company' s prospectus is send for submission of the authorities for viewing and questioning. Hence, my guess, we might see the listing to take place around this year.  Cheers....    |
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Rightstock
Senior |
26-Aug-2025 10:03
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Currently the 3 active construction stocks BRC (Acquired Southern Steel Mesh in August 2025 and business expanding rapidly) HLA (potential IPO of Yuchai subsidary and Rolls Royce/Yuchai joint venture business expansion of their high growth, high quality and high profit margin power generators for data centres &   wafer fab plants) Soilbuild (precast concrete and high quality construction projects business expansion)      |
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central
Senior |
26-Aug-2025 09:35
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ROCKET !!!!!! | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Rightstock
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25-Aug-2025 20:24
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OCBC' s Lim initiates coverage of Hong Leong Asia with ' buy' call and $3.40 fair value on ' constructive' outlook Ada Lim of OCBC Investment Research has initiated coverage of Hong Leong Asia with a " buy" call and $3.40 fair value price, given its " constructive" outlook. HLA is in the business of building materials and via a separately listed China-based subsidiary, China Yuchai, manufactures and sells powertrains as well. In her Aug 25 report, Lim points out that HLA' s powertrain division is set to enjoy growth thanks to " burgeoning" demand from data centres. " Growth in exports to emerging markets would also expand access to a larger total addressable market and cushion any softness in China domestic sales," says Lim. She notes that the building materials division will see " softer" numbers for the current FY2025 as a result of reduced capacity from equipment replacement. Nonetheless, she sees clear growth ahead, as HLA is riding on the ongoing construction market upcycle in Singapore and continued infrastructure investments in Malaysia. In the most recent 1HFY2025, HLA has reported earnings of $56 million, up 13.1% y-o-y, yet another sequential improvement following the pandemic. An interim dividend of 2 cents per share has been declared, double that of the same period last year. Lim says that the company has historically maintained a strong balance sheet and a healthy net cash position. |
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Rightstock
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25-Aug-2025 19:52
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New mtu Series 2000 High Horsepower Engines Produced by MTU Yuchai Power Launched Singapore, Singapore &ndash August 25, 2025 &ndash China Yuchai International Limited (NYSE: CYD) (&ldquo China Yuchai&rdquo or the &ldquo Company&rdquo ), one of the largest powertrain solution manufacturers through its main operating subsidiary in China, Guangxi Yuchai Machinery Company Limited (" Yuchai" ), announced that MTU Yuchai Power Co., Ltd. (&ldquo MYP&rdquo ) successfully launched the first batch of the mtu Series 2000 engine. This first batch is being delivered to customers, marking the further expansion of MYP&rsquo s product line. MYP is a 50/50 joint venture between Yuchai&rsquo s Marine and Genset Power subsidiary and Rolls-Royce&rsquo s Power Systems division. The current mtu Series 4000 engines have been highly recognized by customers in the high-end power generation market. Its production has increased in quantity every year, with cumulative production since its inception exceeding 3,000 units. With the commencement of the Phase II development last year, MYP has produced and will produce the new mtu Series 2000 engines at its Suzhou plant, and is expanding production and sales of the mtu Series 4000 S83 oil and gas engines at its Yulin plant. Both the new mtu Series 2000 engines and the mtu Series 4000 S83 engines rolled off the production line this year, enriching MYP' s product portfolio and expanding its application areas. The new mtu Series 2000 engine produced by MYP is suitable both as a primary and a backup solution for power generation applications. It features high-power performance, excellent fuel efficiency, and outstanding stability. Its launch and market entry injects new momentum into the rapid development of MYP. Mr. Weng Ming Hoh, President of China Yuchai, commented, &ldquo High-horsepower engine sales have been a key growth driver. With the inclusion of these new engines, we are better positioned to further expand our customer base and sustain long-term sales growth.&rdquo |
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Rightstock
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25-Aug-2025 19:39
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Potential Listing of China Yuchai Subsidiary Singapore, August 25, 2025 China Yuchai International Limited (NYSE: CYD) China Yuchai wishes to announce that one of its indirect subsidiaries is considering a potential listing on a foreign stock exchange. The Potential Listing Subsidiary has commenced preparatory work for the purposes of the Potential Listing. The Potential Listing is in its preliminary stages and is dependent on, inter alia, the results of the due diligence to be carried out on the Potential Listing Subsidiary and other preparatory work to be undertaken, including any corporate reorganization, requisite approvals from the relevant regulatory authorities being obtained as well as the then-prevailing market conditions. Accordingly, there is no certainty or assurance that the Potential Listing will materialise in due course or at all. This announcement is not an offer of securities for sale in the United States. Securities may not be offered or sold in the United States absent registration or an exemption from registration. Any public offering of securities to be made in the United States will be made by means of a prospectus that may be obtained from the issuer or the selling security holders and that will contain detailed information about the issuer and management, as well as financial statements.  The issuer does not intend to register any part of the proposed offering in the United States. About China Yuchai International China Yuchai International Limited, through its subsidiary Guangxi Yuchai Machinery Company Limited (" Yuchai" ), is one of the leading powertrain solution providers in China. Yuchai specializes in the design, manufacture, assembly, and sale of a wide variety of light-, medium- and heavy-duty engines for trucks, buses, pickups, construction and agricultural equipment, and marine and power generation applications. Yuchai offers a comprehensive portfolio of powertrain solutions, including but not limited to diesel, natural gas, and new energy products such as pure electric, range extenders, and hybrid and fuel cell systems. Through its extensive network of regional sales offices and authorized customer service centers, Yuchai distributes its engines directly to auto OEMs and distributors while providing after-sales services across China and globally. Founded in 1951, Yuchai has established a reputable brand name, built a strong research and development team, and achieved a significant market share in China. Known for its high-quality products and reliable after-sales support, Yuchai has also expanded its footprint into overseas markets. In 2024, Yuchai sold 356,586 engines, further solidifying its position as a leading manufacturer and distributor of engines in China. For more information, please visit http://www.cyilimited.com.  |
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Iceycoke
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25-Aug-2025 18:45
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Singapore, Singapore ? August 25, 2025 ? China Yuchai International Limited (NYSE: CYD) (?China
Yuchai? or the ?Company?), wishes to announce that one of its indirect subsidiaries is considering a potential listing (the ?Potential Listing Subsidiary?) on a foreign stock exchange (the ?Potential Listing?). The Potential Listing Subsidiary has commenced preparatory work for the purposes of the Potential Listing. The Potential Listing is in its preliminary stages and is dependent on, inter alia, the results of the due diligence to be carried out on the Potential Listing Subsidiary and other preparatory work to be undertaken, including any corporate reorganization, requisite approvals from the relevant regulatory authorities being obtained as well as the then-prevailing market conditions. Accordingly, there is no certainty or assurance that the Potential Listing will materialise in due course or at all. |
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Iceycoke
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25-Aug-2025 16:29
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I will not get personal with you. Not worth. I am simply stating my position. And Everyone is entitled to their own view. Some, like yourself, may call it consolidation, while I see it as a pullback. To each their own. Ultimately, the fact remains that prices do drop. Period.  I think with such, there is not a point for arguement. Price did pullback at certain price some are acurate and some are not. That is it!  So, when I say that prices will fall, it is not about talking down the counter. It is a pullback/consolidation. Do not make the mistake of twisting it otherwise. Now that the price hit high of 250. I pull back my earlier words that it may reach 195. Support price change. I have got my new support price with today price action and since people are saying that if i mention the price that will pullback to is considered as talking down hence i shall keep it to myself.  Agree that no one appreciates.  So from now on, please do not mention any of me and i shall not be bothered with you. Let' s draw a line clearly.  Please carry on with your Black market and MJ khakis theory. It certain does brings me joy. A different type of joy for sure.    |
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aragosta
Supreme |
25-Aug-2025 15:09
Yells: "BBs never say why when they buy; never tell when they sell" |
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Wa... ownself exposes ownself.... when the truth hurts, the roadside traders will get personal..... why suddenly write so much for what? Want to writ a lot, give the reasons for your negativity la... And  Just have the balls to admit you are a small time roadside mercenary who sell when you made a few cents then hope for price to drop abit to reenter.....talking down the stock and backing it with shouting price to drop to 1.30, 1.60, 1.70 and then, when price ran beyond you, then hope for a 20% drop to 1.95 to fill your " gap" ....? ..... would a guy who claims to hold shares worth millions cried for a 20% aka 0.50 drop so that his paper loss can be in the hundreds of thousands? Gosh, shorting cannot, guessing cannot, bluffing also no standard..... of course the price doesn' t go up in a straight line la... it goes in a upward slanting line with occasional dips and pauses... this is called consolidation la, stupid..... and if a stock is on a momentum upswing, it will keeps breaking historic highs,as I have so patiently articulated here..... Anyway,clowns like you will always exit here, the fortunate thing is that many experienced traders can see through your bluff....   won' t be writing my piece here any more ... IF I have anything solid to sell or tell, I will open another thread...... as always, be wary of the roadside peddler with personal selfish agendas, who fakes that he is long time investors..... and ah yes, holding millions worth of shares.......  |
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Iceycoke
Senior |
25-Aug-2025 12:31
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It seems that judgmental people still exist, always making the same assumptions who also proclaims loudly that he has  long experience of trading, without realizing he is actually revealing his lack of understanding about how price action truly works. Sadly. Never once did I claim to have vast experience, but having trading since 2008 and have ridden through many market cycles. Along the way, I had met people of the syndicates, learned, and also understand that TA plays a role in price action. I doubt any smart investor would disagree. Of course, there will always be talk about the black market here and there. lol ... Whatever ...  I have held this stock since 2020. The company has been planting seeds, investing and preparing during the covid period. I was actually adviced by her to buy in. But it moves down from $1, average down every now and then. Now, they are starting to reap the benefits, why should i talk down the company and on what basis did i talk down? By saying price will retract, is talking down? Children, be rational.  Price will not one line straight up de.. It will retract one then go up and higher. Understand!  I wish i have the midas touch. I really do wish sia..  I&rsquo m not saying I am a TA expert, there are many people far better than me, i still got lots to learn. But from my readings, the signals suggest something. My mentor may sees it differently, and today he has proven me again i am wrong but he is right.  People who are greedy like myself, will want to make good money while the  STEEL  is hot because i hold this for so long. So I maintain one account for long-term positions (biggest position, figures of million) and another account for TA based trades. I have small experience. Not long experience. And i don' t change my position very quickly.  I have done saying what i need to. Please feel free carry on with your assumptions and your MJ khakis stories. To me, your MJ khakis info is no different from mine. You think you&rsquo re better, you think you got exclusive? Good for you!! I&rsquo m happy for you. I also happy, very happy with the money i made.  And yes, if there are any newbies here, do take these discussions as learning material. Always do your own assessment. Believe in the black market, believe in MJ khakis, if that&rsquo s your way, then wooo hoooo&hellip Btw, i do not do clones and sorts. Boh liao... time wasting... So do not think so much ok!  Right now for sure, the RSI is hot as STEEL. We should see a price retract. And again, carry on assume that i am talking it down.  |
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Rightstock
Senior |
25-Aug-2025 09:24
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The Rolls Royce/Yuchai joint venture for the high end power generators used in data centers and wafer fab plants are growing at a compound annual growth rate of 20 to 30% to 2030 and beyond. There are huge demand from China and SEA.
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aragosta
Supreme |
25-Aug-2025 09:10
Yells: "BBs never say why when they buy; never tell when they sell" |
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Juz to reinforce the black market' s belief that HLA' s price has been trading higher than book value, because of market&rsquo s perception that the potential future growth of Yuchai gonna be filthy phenomenal ........ Look at this statement in Joelton' s post below........ Which is extracted from  https://www.theedgesingapore.com/capital/investing-ideas/hong-leong-asia-powers-ahead-strong-1hfy2025 Which in turn is extracted from  Chief investment officer Patrick Yau' s report on HLA' s 1H2025 earnings: " Sales of new energy products ~ particularly generator sets (gensets) for data centres ~ also surged.  In 1HFY2025, sales matched the combined volumes from  FY2018 to FY2023,  due to what CEO Stephen Ho recognises as demand driven by artificial intelligence." In other words,  just in this first half of FY2025, the 6 months sale of China Yuchai&rsquo s new energy power generation products matches the total sales of the 6 years (from 2018 to 2023)........  see how frightening fast the earnings have been generating from the powertrain solutions and new energy products?........In other words, do not underestimate the growth of artificial intelligence......... As long as it growing, Yuchai will grow, HLA will grow....... If it grows at a phenomenal rate, Yuchai and in turn HLA will grow even more phenomenally......... I am worried only we cannot produce fast enough........ Remember also, Yuchai doesn' t sell to United States (so not affected by US tariffs)....... but my actual point is IF one day, US would to decide to buy from Yuchai (by which time, tariffs may be a non-event)......... I think your financial dreams will fly thru the roof, considering the possibility of a few thousands % increase in sales and profitability.         The point I been trying to make is the potential future growth of Yuchai, in turn HLA, in going to be unbelieveable....... whichever way you look at in...... |
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