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Latest Forum Topics / Hong Leong Asia    Last:2.94    +0.02  Post Reply
oil shock 2026
Rightstock
Veteran
07-Aug-2026 20:58     
 
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 Alert Admin 		China Yuchai H1 2026 revenue up 14% and net profit up 53%.  yes

Can HLA net profit increase by 30 to 50%?
We will know on 12 August 2026.
 
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ahberngh
Elite
07-Aug-2026 20:17     
 
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 Alert Admin 		China Yuchai did very well, profit up by more than 50%.
Looking forward to HLA' s results, can we reach new highs?
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ahberngh
Elite
06-Aug-2026 09:46     
 
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 Alert Admin 		Down 5c to 3.10.
I think may turn green again in the afternoon,
wait and see.
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msksmsks
Supreme
05-Aug-2026 11:46     
 
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 Alert Admin 		Or perhaps news leaked abt the approval 
for hkg listing ??  LOL

 
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ahberngh
Elite
05-Aug-2026 11:38     
 
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 Alert Admin 		Moving up again.
I think good results  can be expected.
Will it reach new high after result?
Also, should have interim dividend, 2c?
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ahberngh
Elite
04-Aug-2026 14:49     
 
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 Alert Admin 		Slowly recovering.
But still some ways to go to the recent high of $3.88.
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ahberngh
Elite
04-Aug-2026 09:15     
 
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 Alert Admin 		Results coming out soon.
Expecting good results!
The only question is, how good?
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Rightstock
Veteran
05-Aug-2025 14:02     
 
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 Alert Admin 		I am still holding on to my shares bought at $0.6x, $0.7x ------- $1.1x.
Hope to see $2.00 by end August 2025.

Rightstock      ( Date: 05-Aug-2025 13:57) Posted:

HLA first half results will be released on the Tuesday 12 August 2025 after market closed.
China Yuchai results will be out on Friday 8 August 2025 after our market closed.

ahberngh      ( Date: 05-Aug-2025 11:55) Posted:

1H result out 14 August.
Will it be a bumper profit?
Last year 1H profit about $50M.
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Rightstock
Veteran
05-Aug-2025 13:57     
 
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 Alert Admin 		HLA first half results will be released on the Tuesday 12 August 2025 after market closed.
China Yuchai results will be out on Friday 8 August 2025 after our market closed.

ahberngh      ( Date: 05-Aug-2025 11:55) Posted:

1H result out 14 August.
Will it be a bumper profit?
Last year 1H profit about $50M.
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ahberngh
Elite
05-Aug-2025 11:55     
 
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 Alert Admin 		1H result out 14 August.
Will it be a bumper profit?
Last year 1H profit about $50M.
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SmallSmall
Supreme
26-Mar-2025 11:24     
 
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 Alert Admin 		Hong Leong Asia $1.13 liao....52 week high....
DBS Target $1.60
UOB KH target $1.46
 
»   Changi Airport' s Terminal 5  is expected to start construction in 1H2025 and be operational in the mid-2030s.

»   Tuas Port  is being developed in four phases and will be the world&rsquo s largest fully automated port when completed in the 2040s.

»   Cross Island Line, Singapore' s longest fully underground MRT line (> 50 km). Construction for Phase 1 & 2 is expected to be completed by 2030 and 2032, respectively.

&bull The  Building and Construction Authority projects total construction demand in 2025 at S$47 - S$53b, a sharp increase from S$44.2b in 2024. 

&bull This robust demand will benefit the entire construction supply chain.

One player -- Hong Leong Asia -- was named in a new report by UOB Kay Hian, which raised its target price for the stock from $1.11 to  $1.46. 

chart3.25

&bull   The graphic above depicts the 2 key business segments:   
 
»   China Yuchai, a 49%-owned subsidiary, is a leading player in diesel engines for various applications, including trucks and industrial and marine.

» Another  core segment is the building materials unit (BMU) which is involved in the  following:
 
  • Ready-Mixed Concrete: Produced in Singapore.
  • Precast Concrete Elements: Include components for public housing construction, fabricated in factories in Singapore and Senai, Malaysia.
  • Aggregates: Supply of aggregates, with stockyards   in Singapore and a granite quarry in Johor, Malaysia.
  • Cement: Imports and distributes cement in Singapore.
  • Prefabricated Components: Manufacture of Prefabricated Prefinished Volumetric Construction (PPVC) modules, Precast Bathroom Units (PBUs), household shelters, refuse chutes, staircases, and large panel slabs. 

&bull Aside from strong earnings growth, UOB KH is forecasting Hong Leong Asia' s FY25 NAV/Share will reach $1.46, and FY25 net cash/share at  $0.95.

&bull Read more below .... 




Excerpts from UOB Kay Hian report
Analysts:  Llelleythan Tan Yi Rong & Heidi Mo


Hong Leong Asia (HLA SP)
Attractive Valuations Despite Recent Rise In Share Price Performance
 
HLA is set to post strong earnings growth for 2025-27, driven by its two main business segments.

With a significant market share across its key markets, the building materials segment faces a robust pipeline of mega infrastructure and HDB projects.

The diesel engine segment also faces strong volume growth across new markets.

In our view, HLA remains undervalued given the positive outlook for its businesses.

Maintain BUY with a higher SOTP-based target price of  S$1.46.  


HongLeong 3.25chart

&bull   Expect robust earnings growth. Given the strong expected growth for both the BMU segment and China Yuchai, we expect HLA&rsquo s PATMI to grow by 23.0% yoy for 2025 and 11.9% yoy for 2026 respectively.
 

Hong Leong Asia 

Share price: 
$1.08

Target: 
$1.46



HLA is also implementing cost efficiency initiatives that would help support and expand margins moving forward.

We forecast 2025-27 PATMI at  S$79.4m, S$88.8m  and  S$102.4m  respectively.

EARNINGS REVISION/RISK

&bull Earnings revision: None.
 
VALUATION/RECOMMENDATION

&bull Maintain BUY with a higher SOTP-based target price of  S$1.46 (S$1.11 previously), valuing the BMU and diesel engine segments at S$854m (6.4x 2025F EV/EBITDA multiple) and S$769m (6.0x 2025F EV/EBITDA multiple) respectively.

Llelleythan TanLlelleythan Tan, analystThe increase in target price is due to a higher market valuation for its stake in  BRC Asia  along with a higher EV/EBITDA multiple used for the BMU segment (4.0x 2025F EV/EBITDA multiple previously), given the robust outlook for the construction sector.

&bull With HLA&rsquo s current market cap at around S$763m, we still think that HLA remains undervalued, specifically its BMU segment which is currently being neglected by the market, in our view.




SHARE PRICE CATALYST

&bull Earnings surprise from better-than-expected engine and building materials sales.
&bull Better-than-expected dividend.
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Rightstock
Veteran
26-Mar-2025 09:59     
 
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 Alert Admin 		Agree.
For HL Asia to make net profit of $90m and above in the next few years is not a problem. To give dividend of 5c or more should also be no problem.
This is the best construction stock to own in SGX!

Vested for the long term

ahberngh      ( Date: 26-Mar-2025 09:39) Posted:

Strong take up of 1.10.
1.10 will be history soon.
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ahberngh
Elite
26-Mar-2025 09:39     
 
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 Alert Admin 		Strong take up of 1.10.
1.10 will be history soon.
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ahberngh
Elite
04-Mar-2025 15:44     
 
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 Alert Admin 		HL Asia charging.
In my opinion, the re-rating is about to start, if it has
not already started.
DBS upped its tp to 1.60.
I will hold for the longer term, 1.50-2.50???
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Joelton
Supreme
03-Mar-2025 10:38     
 
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 Alert Admin
Hong Leong Asia
On Feb 27, Hong Leong Asia executive director and CEO Stephen Ho acquired 110,000 shares at an average price of S$0.929 a share. This doubled his direct interest from 0.014 per cent to 0.029 per cent. The previous 103,500 shares were acquired at an average price of S$0.519 per share in November 2020.
 
Ho has extensive experience in finance, treasury and risk management from his executive positions previously held at Wilmar and Dutch multinational corporate Royal Philips.
 
On Feb 20, Hong Leong Asia announced that its subsidiary China Yuchai International had entered a strategic cooperation agreement with Kim Long Motor Hue, a subsidiary of Vietnam&rsquo s Futa Group. The agreement includes technology licences, component supply, and support for constructing an engine factory in Vietnam.
 
Kim Long Motor Hue will manufacture engines for trucks, buses, and commercial vehicles, with exclusive sales rights in Vietnam and priority rights in other Asean countries and South Korea.
 
The licences are valid for 15 years, with total licensing fees of US$28 million. Yuchai will provide technical services for equipment installation and commissioning as well as supply all engine assembly parts and service kits.
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Rightstock
Veteran
03-Mar-2025 10:00     
 
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 Alert Admin 		With CDL saga its share price fell only 4% and HL Asia being implicated by CDL fell 10%.
With  the HL Asia CEO buying  at 92.5c last week I believe HL Asia has over reacted and has already reached its bottom. 
IMO its time for bottom fishing. 
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ahberngh
Elite
27-Feb-2025 20:13     
 
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 Alert Admin 		Director Ng bought 110,000 shares at 92.8c.
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Iceycoke
Senior
27-Feb-2025 18:52     
 
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 Alert Admin 		CEO also added at 92.5cts.

ahberngh      ( Date: 27-Feb-2025 17:58) Posted:

Today' s volume is one of the highest I have seen, 3147 lots.
Shortists should have helped to dislodge most of the uncommitted
and weak holders.
Added 50K at 92.5c.
Patience.
Just my opinion, please dyodd.
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ahberngh
Elite
27-Feb-2025 17:58     
 
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 Alert Admin 		Today' s volume is one of the highest I have seen, 3147 lots.
Shortists should have helped to dislodge most of the uncommitted
and weak holders.
Added 50K at 92.5c.
Patience.
Just my opinion, please dyodd.
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ahberngh
Elite
27-Feb-2025 13:20     
 
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 Alert Admin 		I think the good news for HL Asia is that, with all the China-US problems,
China Yuchai do not have much sales to the US so tariffs won' t affect
them much. The only issue is that they may have to delist from
NASDAQ bjut I don' t think that will hurt them, may be better.
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