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Hong Leong Asia
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Hong Leong Asia
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msksmsks
Supreme |
24-Mar-2026 11:13
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It is still cheap at this lvl considering the contributions fm BRC, China Yuchai fm its cross holdings. Tatz why analysts gave a pretty high Target Price becz of it' s growth engines Last but least, the pending approval fm HKG Stock Exchange in regards the IPO of Guangyi Yuchai Marine which can be in Apr - May is another catalysts Once approved, it won' t so cheap anynore...wl hv a pretty good run. Risk and reward commensurates at this lvl. Technically, it is bottomish and more room for it to move up... Letz C |
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parcvista
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24-Mar-2026 10:56
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Sorry 3.40
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ahberngh
Elite |
24-Mar-2026 10:47
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When did it hit 4, I was not aware of that???
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parcvista
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24-Mar-2026 10:16
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After hitting 4 it just coming down since | ||||
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msksmsks
Supreme |
24-Mar-2026 10:14
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The recovery fm yesterday fall was neligible partly due to the US futures which is still in negative RED Juz need to be patient |
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sfw2124
Senior |
23-Mar-2026 20:37
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US, Singapore, and Asian markets are likely to rally on President Trump' s announcement of productive US-Iran talks and the five-day strike postponement, easing oil supply fears from the Strait of Hormuz closure. US MarketsWall Street futures (Dow, S& P 500) should open 0.5-1% higher, mirroring prior de-escalation rallies, as the war premium unwinds from Brent crude&mdash front-month contracts dipping 2-3% toward $85-90 while May futures extend contango gains. Energy stocks may lag, but banks and tech rebound on reduced stagflation risks. Singapore STISTI could climb 1-1.5% to test 4,950, led by banks (DBS, OCBC, UOB up 1.5-2%) on lower oil input costs for importers cyclical plays like Hong Leong Asia benefit from construction/materials relief. Volume surges post-rout, signaling true rebound not dead cat, per patterns after Trump' s March 22 signal. Broader AsiaNikkei (+2-3%), Hang Seng (+1.5%), and Kospi (+2%) follow suit, with oil-sensitive Japan/South Korea leading commodity exporters like Australia lag slightly. Regional LNG/shipping stocks pop 3-5% on Hormuz optimism, though caution lingers if talks falter by week' s end. DYODD
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sfw2124
Senior |
23-Mar-2026 20:34
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How will US,Singapore ,Asian Market reacts to this :" &ldquo I am pleased to report that the United States of America, and the country of Iran, have had, over the last two days, very good and productive conversations regarding a complete and total resolution of our hostilities in the Middle East,&rdquo wrote Trump in a Truth Social post. &ldquo Based on the tenor and tone of these in depth, detailed, and constructive conversations, which will continue throughout the week, I have instructed the Department of War to postpone any and all military strikes against Iranian power plants and energy infrastructure for a five day period, subject to the success of the ongoing meetings and discussions,&rdquo the president added."
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Iceycoke
Senior |
23-Mar-2026 15:17
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days like today, still can make some money. Spread is good. Thank you institutions. | ||||
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Rightstock
Senior |
23-Mar-2026 09:56
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Factories, critical infrastructures, hospitals, military bases, telcom centers, data centers and etc. all need plenty of fixed and mobile power generators to back up their facilities when power infrastructures are destroyed.
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msksmsks
Supreme |
23-Mar-2026 09:52
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Well said There wl be a pent up demand for it. Letz C
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Rightstock
Senior |
23-Mar-2026 09:23
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Power Generators War or no war power generators are required. Data Centers need many Rolls Royce MTU/Yuchai high end power generators in China, South East Asia and other parts of the world. Iran, Middle East and other countries also need many power generators if power infrastructures are destroyed.
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msksmsks
Supreme |
23-Mar-2026 08:56
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Juz wondering why HLA published
China Yuchai organisation chart and their related biz at this juncture. Is it prelude to something related to the HKG IPO or juz purely coincidental. Attached the link fm hkg website abt Guangxi Yuchai Marine ipo filing https://www1.hkexnews.hk/app/appindex.html Cheers |
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Rightstock
Senior |
22-Mar-2026 09:48
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In my opinion, MGP has a compound annual growth rate of 25% to 35% for the next 3 years. Beyond that it may still have double digits annual growth rate. HLA last traded price $2.86 HLA price targets DBS 2 March 2026 buy $3.90 OCBC 26 Feb 2026 buy $4.20 UOB 29 Jan 2026 buy $4.20
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sfw2124
Senior |
21-Mar-2026 19:55
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There' s ongoing news on the potential HK listing of Guangxi Yuchai Marine and Genset Power Co., Ltd. (MGP), a key indirect subsidiary under HLA' s China Yuchai (CYI). HLA announced on 27 Jan 2026 that MGP filed for listing on HKEX Main Board, following an Aug 2025 teaser SGX cleared it with no objections. Key DetailsMGP specializes in marine propulsion and power generation engines (up to 102L, 4,000hp), positioning as China' s largest power gen engine supplier with ~RMB5B revenue in 2024 and > RMB600M dividends paid recently. It' s spun off from Yuchai in 2021, riding AI/data center boom (HHP engines key). CYI holds ~71-76% stake HLA owns ~49% of CYI. Potential Ramifications
Positive catalyst for HLA/CYI " Bonus: CYI sub MGP filed HK IPO (Jan ' 26, SGX OK' d) &ndash data center/marine engine gem, potential value unlock!
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sfw2124
Senior |
21-Mar-2026 19:51
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HLA (H22) jreferring to the stellar FY2025 results &ndash revenue up 22% to $5.18B, net profit up 28.5% to $113M, EPS jumped to 15.08¢ from 11.74¢ . Powertrain (China Yuchai/CYI) was the star: 29% more engines sold (461k units), profit soared 63%. Trailing P/E drops (better value) since earnings grew faster than share price likely did. Company now net cash $845M (was $478M). Forward P/E improves too &ndash CYI eyes more growth in trucks, data centers, marine engines small asset buys/JVs boost capacity. Dividend up 25% to 5¢ . Solid buy signal for value hunters! Bullish on 2026. DYI
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msksmsks
Supreme |
20-Mar-2026 11:44
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Price actions suggest bullish signals May retest $3 again soon Letz C |
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msksmsks
Supreme |
20-Mar-2026 10:42
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The usual suspects (angmoh) in cahoots artificially depressing the price . The modus operandi as usual . But tat can' t go on indefinitely When a biz does well, the price shall follows .WB Lets C |
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msksmsks
Supreme |
20-Mar-2026 09:44
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shall recoup yesterday losses wif unwarranted selldown ....and go abv tat juz like Food Empire Letz C |
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sfw2124
Senior |
20-Mar-2026 05:45
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Yesterday' s oil rout hit many hard, but with Japan, UK, France, Germany, Italy, and Netherlands now pledging full support to secure Strait of Hormuz shipping lanes, the worst looks behind us. Brent and WTI are already sliding from ATHs as normalization kicks in&mdash great news for HLA that got squeezed by fuel spikes and particularly yeaterday 19c drop
Expect steady recovery ahead as costs ease and confidence returns. Hold firm brighter days incoming!
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sfw2124
Senior |
19-Mar-2026 21:13
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Is MGP Spin-Off Good for HLA? Simple Explanation for Share Junction Yes, spinning off MGP (Yuchai' s marine + genset business) to list on HKEX is good news for HLA shareholders. Here' s the easy breakdown: What is it? MGP makes engines for ships and power generators (e.g., data centre backups). It' s buried deep in HLA' s China Yuchai stake (~86% of HLA revenue). Now applying to list separately on Hong Kong Stock Exchange (announced 27 Jan 2026). SGX says " no problem" - no shareholder vote needed. How it works MGP does IPO on HKEX (probably H2 2026 if approved). HLA/China Yuchai keeps big stake (20-70%) but gets liquid shares. HLA shareholders don' t get MGP shares directly, but benefit from higher HLA value. Why it' s good (simple version) 1. Hidden gem gets proper price text Hidden in HLA: S$1 = S$0.50 actual value Standalone on HKEX: S$1 = S$0.80-1.00 value Marine/genset businesses grow fast but trade cheap inside big HLA. HKEX listing = higher price = S$0.30-0.50 upside for HLA share. 2. HLA can focus better HLA sticks to trucks/buses + building materials (its strengths). MGP gets own money to grow without dragging HLA earnings. 3. More cash + dividends IPO brings cash to MGP (S$200-500m est). More dividends flow up to HLA &rarr bigger DPS (already 5¢ , yield 1.8%). 4. Past proof Similar Yuchai moves made HLA jump 19% before. Peers doing spin-offs went up 15-30%. Risks? HKEX might say no (China rules). Bad timing = weak IPO price. Bottom line: Great move to unlock value. From S$2.85, could easily hit S$3.20-3.50 if listing happens. Buy the dip! (Source: HLA' s 27 Jan 2026 announcement + FY2025 results)
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