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nngeeh Veteran	15-Mar-2016 15:41        nngeeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Their FY profit came down alot compare to last year, but their financial is very good. Will keep for future. If price goes down, will look to add. Lately, seeing those undervalued fundamentally good companies starting to bottoming out. Qanghoo      ( Date: 15-Mar-2016 14:38) Posted: Yep, looks financially very sound.  Problem is the China consumer goods div is pulling it down.  But doubt they wll privatise.  Rarely see a HL coys privatise, so I think HLA' s not gonna that way too.  I recall HLA was offered an attractive px for Xinfei in 2010 (that was when HLA was chased up > 6.00, I think), but declined.  Well, if the China property mkt turns around, maybe HLA' s consumer goods div wld also see better fortunes n share px cld retrace to > 1, or if wanna be more hopeful, 2.  Let see .... nngeeh      ( Date: 15-Mar-2016 13:17) Posted: Just vested in this co ... many M& A, delisting .... those which the P/B is low will be a target. Not sure if this will delist, but the current price is really a bargain. P/B = 0.317, Cash = 1B (a whopping ~ $2.60 / share). Current price is only 0.72. Giving yearly dividend. The parent company is Hong Leong group which owns 62.81%.
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Qanghoo Supreme	15-Mar-2016 14:38        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yep, looks financially very sound.  Problem is the China consumer goods div is pulling it down.  But doubt they wll privatise.  Rarely see a HL coys privatise, so I think HLA' s not gonna that way too.  I recall HLA was offered an attractive px for Xinfei in 2010 (that was when HLA was chased up > 6.00, I think), but declined.  Well, if the China property mkt turns around, maybe HLA' s consumer goods div wld also see better fortunes n share px cld retrace to > 1, or if wanna be more hopeful, 2.  Let see .... nngeeh      ( Date: 15-Mar-2016 13:17) Posted: Just vested in this co ... many M& A, delisting .... those which the P/B is low will be a target. Not sure if this will delist, but the current price is really a bargain. P/B = 0.317, Cash = 1B (a whopping ~ $2.60 / share). Current price is only 0.72. Giving yearly dividend. The parent company is Hong Leong group which owns 62.81%.
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nngeeh Veteran	15-Mar-2016 13:17        nngeeh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just vested in this co ... many M& A, delisting .... those which the P/B is low will be a target. Not sure if this will delist, but the current price is really a bargain. P/B = 0.317, Cash = 1B (a whopping ~ $2.60 / share). Current price is only 0.72. Giving yearly dividend. The parent company is Hong Leong group which owns 62.81%.
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Secret_Squirrel Elite	25-Dec-2015 19:04        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	先 死 而 后 生 。 Hong Leong Asia don' t have much shares. So it can easily raise when people started buying. Festive seasons, maybe revenue will go up. Qanghoo      ( Date: 23-Dec-2015 10:33) Posted: Hello brother, some magic show going on.  After ur slow-death prouncement, px has risen 20%.  taxiuncle      ( Date: 07-Dec-2015 16:28) Posted: Slow death here......waiting for 50s
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Qanghoo Supreme	23-Dec-2015 10:33        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hello brother, some magic show going on.  After ur slow-death prouncement, px has risen 20%.  taxiuncle      ( Date: 07-Dec-2015 16:28) Posted: Slow death here......waiting for 50s
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taxiuncle Veteran	07-Dec-2015 16:28        taxiuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Slow death here......waiting for 50s
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Qanghoo Supreme	21-Nov-2015 08:47        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	But Ah Beng seems doesn' t think the same way leh.  Maybe they see light at the end of the tunnel that will shine as reforms in the PRC economy beams a different lamp.    But how  long is this tunnel hah?  Still, there may be hope for the other divisions - Tasek, Yuchai ....  Then again, what abt  HL Global E  .... another drag on the performance?  So, maybe, yah, unless they re-structure the loss-making parts of the business out of the way, seems hard to chiong leh.  Know-Your-Stuff      ( Date: 20-Nov-2015 19:11) Posted: Hopeless company. Consumer products biz in China is a cut throat biz. Ppl with money will buy western or Japanese or Korean brands. Ppl with little money will buy imitation brands because they are cheap, so who will buy Xinfei brand which is no difference from an imitation but more expensive? In short, the brand has no market positioning at all. It' s dead !  I think better sell before it gets worse.
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Know-Your-Stuff Senior	20-Nov-2015 19:11        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopeless company. Consumer products biz in China is a cut throat biz. Ppl with money will buy western or Japanese or Korean brands. Ppl with little money will buy imitation brands because they are cheap, so who will buy Xinfei brand which is no difference from an imitation but more expensive? In short, the brand has no market positioning at all. It' s dead !  I think better sell before it gets worse.
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Qanghoo Supreme	01-Oct-2015 08:21        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t know what uncle kwek sees in the consumer goods div in china.  It has been unprofitable for yrs.  They shd have got rid of it long ago.  Then the share will be back to at least $2.  For as long as they hang on ti it, it' d be the albatrose on HLA' s back - n of course don' t expect the coy results to be spectacular even if profitable.  edwinjup      ( Date: 01-Oct-2015 07:34) Posted: Profit warning...
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edwinjup Supreme	01-Oct-2015 07:34        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Profit warning...
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mooiguy Member	18-Aug-2015 13:51        mooiguy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh no, I now have more than 70% of paper loss. Shall I sell it off after holding it for 4 or 5 years? Another painful lesson!!!!
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taxiuncle Veteran	18-Aug-2015 13:08        taxiuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now I have to earn more taxi income now inorder to wait for 40 ......then hoot... Qanghoo      ( Date: 18-Aug-2015 12:41) Posted: Maybe back to 2008 days.  40c+. taxiuncle      ( Date: 18-Aug-2015 11:09) Posted: So sad now become pennies liaoz....
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Qanghoo Supreme	18-Aug-2015 12:41        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe back to 2008 days.  40c+. taxiuncle      ( Date: 18-Aug-2015 11:09) Posted: So sad now become pennies liaoz....
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taxiuncle Veteran	18-Aug-2015 11:09        taxiuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	So sad now become pennies liaoz....
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Qanghoo Supreme	17-Aug-2015 16:47        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sadly, horrible results.  Don' t know when can u turn.  taxiuncle      ( Date: 17-Aug-2015 16:31) Posted: Die liao going to A and E soon...............:(
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taxiuncle Veteran	17-Aug-2015 16:31        taxiuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Die liao going to A and E soon...............:(
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taxiuncle Veteran	12-Aug-2015 12:58        taxiuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wah lau I too kena kaput here.............:( nareshg      ( Date: 16-Jul-2015 14:17) Posted: I am holding 51K shares. Want to add more. I would like to hear senior boarders opinion on this :-)
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Qanghoo Supreme	04-Aug-2015 08:42        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	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: 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: 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.
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lifeisgood Supreme	04-Aug-2015 00:09        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	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: 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: I am holding 51K shares. Want to add more. I would like to hear senior boarders opinion on this :-)
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Kyoto2008 Elite	03-Aug-2015 22:40        Kyoto2008 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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: I am holding 51K shares. Want to add more. I would like to hear senior boarders opinion on this :-)
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