Latest Forum Topics /
Hong Leong Asia
Last:3.09
-0.13
|
 Post Reply
|
|
Hong Leong Asia
|
|||||
|
Iceycoke
Senior |
25-Feb-2026 23:38
|
||||
|
x 0
x 0 Alert Admin |
Master stroke by the CEO of HLA!
Why HLA Is Making These Moves (Strategic Angle) From the Rule 706A filing, most new entities are in China, and heavily tied to engines, automotive tech, precision manufacturing and supply chain. ✅ A. Deepening the Yuchai Engine Ecosystem The new subsidiaries focus on: ? Marine & genset engines ? Precision mould & industrial automation ? Auto tech & IoT ? Supply chain/logistics This suggests HLA is: ? Vertically integrating (manufacturing → parts → moulds → logistics) ? Strengthening control over engine supply chain ? Improving cost efficiency and margins China Yuchai is the profit engine of HLA. Strengthening it = protecting core earnings. ⸻ ✅ B. Positioning for Energy Transition & Industrial Upgrade Activities like: ? Battery reuse ? Supply chain tech ? Industrial automation ? Smart auto tech This points toward: ? Moving up the value chain (higher-tech components) ? Preparing for stricter China emissions standards ? Possibly positioning for hybrid / alternative fuel engines China?s industrial policy strongly supports: ? Smart manufacturing ? Green energy ? Logistics efficiency HLA appears aligned with that. ⸻ ✅ C. Strategic Minority Stakes (27?34%) The 27.97% acquisition and 34% JV show: ? They want influence ? But not full capital burden ? Shared risk structure This is capital-efficient expansion. ⸻ ✅ D. Slight Increase in HLGE Stake (48.90% → 49.11%) This is small but interesting: ? Moving closer to 50% ? Possibly strategic positioning ? But not triggering full consolidation Could be tactical accumulation. ⸻ 📈 2️ ⃣ What This Means for Investors Now the important part for you. 🔹 Short-Term Impact Rule 706A announcements: ? Usually neutral to mildly positive ? No immediate EPS impact ? Market reaction tends to be muted Unless: ? The associated company acquisition is earnings accretive ? Or funded by heavy debt ⸻ 🔹 Medium-Term Impact If successful, this could mean: ? Better cost control ? Improved gross margins ? Stronger industrial moat ? More stable China operations Especially if engine demand stabilizes. ⸻ 🔹 Risk Factors You should watch: ? China macro slowdown ? Industrial demand cycles ? Diesel engine regulatory pressure ? Execution risk in new subsidiaries Expansion only helps if demand holds up. ⸻ 🔥 The Bigger Strategic Picture HLA looks like it is: 🔧 Strengthening its China industrial base 📦 Building supply chain resilience ⚙ ️ Increasing operational integration 💰 Expanding selectively without overleveraging This is more of a ?fortify and compound? strategy than an aggressive expansion gamble. |
||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
25-Feb-2026 20:39
|
||||
|
x 0
x 0 Alert Admin |
Wow.. .. .. big news! Wooooo.. hoooo.. ..
incorporation of business. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
nqing87
Supreme |
25-Feb-2026 18:55
|
||||
|
x 0
x 0 Alert Admin |
I recall that back when hong leong asia was below $1, the analysts are so conservative in their valuation.. now that it has shoot up so much, analysts keep shifting their goal posts and can still have buy calls and upgrade their target price (one even at $4+) with higher valuation.. at current eps and share price, about 20 p/e.. didn't hear them screaming tp of $4 immediately when it is trading below $1.. think analysts should be more consistent in their valuation parameters and not get heavily influenced by how share price goes when they set the tp | ||||
| Useful To Me Not Useful To Me | |||||
|
Ltinvestor
Member |
25-Feb-2026 18:45
|
||||
|
x 0
x 0 Alert Admin |
Final dividend of 3c per share (whole year FY2025 5c vs FY2024 4c) is really too little/ miserly considering the company has SGD1.6B cash as at 31 Dec 2025. | ||||
| Useful To Me Not Useful To Me | |||||
|
bernardtia
Member |
25-Feb-2026 18:15
|
||||
|
x 0
x 0 Alert Admin |
with such good result... share price drop 10% ???? | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
spursfan
Supreme |
25-Feb-2026 18:02
|
||||
|
x 0
x 0 Alert Admin |
https://links.sgx.com/1.0.0/corporate-announcements/OX5778QWSRIEKPXX/875935_HLA_Press%20Release_FY%202025.pdf |
||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
25-Feb-2026 15:34
|
||||
|
x 0
x 0 Alert Admin |
Yeap.. the gap covering is pretty fast & Furious. Seems to hover around this range. Happy day hehehe.. |
||||
| Useful To Me Not Useful To Me | |||||
|
msksmsks
Supreme |
25-Feb-2026 14:59
|
||||
|
x 0
x 0 Alert Admin |
Gap covered so fast.... Hmm.....abit scary... Result already priced in ??? Nevertheless, the fundamentals and prospects are still good. Wait for it to stabilise
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
melody88
Member |
25-Feb-2026 14:53
|
||||
|
x 0
x 0 Alert Admin |
Ya totally agreed. market today all counters seems dropping. now 3.04... more to drop i guess. take profit and run first. buy back later when lower. | ||||
| Useful To Me Not Useful To Me | |||||
|
ahberngh
Elite |
25-Feb-2026 14:48
|
||||
|
x 0
x 0 Alert Admin |
SGX counters seem to be dropping. Bad news from Trump, war coming? With Trump in power, nothing is certain. |
||||
| Useful To Me Not Useful To Me | |||||
|
ahberngh
Elite |
25-Feb-2026 14:44
|
||||
|
x 0
x 0 Alert Admin |
Could be fear mongering by some shortists! Anyway, wait and see, the truth will come out. I am a long term holder, not easily influenced. May add more i it continues to drop. Please dyodd. |
||||
| Useful To Me Not Useful To Me | |||||
|
melody88
Member |
25-Feb-2026 14:34
|
||||
|
x 0
x 0 Alert Admin |
luckily I run at 3.18 profit taking... now really down to 3.09.... could be more also | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
melody88
Member |
25-Feb-2026 14:09
|
||||
|
x 0
x 0 Alert Admin |
but if its good, then wont sudden drop from 3.40 to 3.16 right??? something seems not right? | ||||
| Useful To Me Not Useful To Me | |||||
|
ahberngh
Elite |
25-Feb-2026 14:07
|
||||
|
x 0
x 0 Alert Admin |
Tonight' s result come, going to be bad? From all indications, I am expecting a good result. |
||||
| Useful To Me Not Useful To Me | |||||
|
melody88
Member |
25-Feb-2026 13:40
|
||||
|
x 0
x 0 Alert Admin |
Ya today sudden drop so much from 3.40 to 3.16.... looks scary.... I also take my profit and run | ||||
| Useful To Me Not Useful To Me | |||||
|
Louistan
Senior |
25-Feb-2026 12:12
|
||||
|
x 0
x 0 Alert Admin |
A big fall like this is either manipulation or some upcoming negative news.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
25-Feb-2026 12:06
|
||||
|
x 0
x 0 Alert Admin |
Wooo hooooo
Big flush? |
||||
| Useful To Me Not Useful To Me | |||||
|
ahberngh
Elite |
25-Feb-2026 11:56
|
||||
|
x 0
x 0 Alert Admin |
Game over for now. Profit takers, weak holders, shortists..... If you believe, now is the time to collect. For me, I believe much more will come, will add if it goes down further. Please dyodd. |
||||
| Useful To Me Not Useful To Me | |||||
|
msksmsks
Supreme |
25-Feb-2026 11:38
|
||||
|
x 0
x 0 Alert Admin |
Will it go down more and cover the gap btwn 3.09 - 3.02 ? Letz C
|
||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
24-Feb-2026 20:39
|
||||
|
x 0
x 0 Alert Admin |
Revenue increased by 33.5% to RMB 11.8 billion (US$ 1.7 billion), compared with RMB 8.8 billion in 2H
2024. ? Gross profit increased by 58.4% to RMB 2.2 billion (US$ 317.0 million), compared with RMB 1.4 billion in 2H 2024. Gross margin was 18.9% in 2H 2025, compared with 15.9% in 2H 2024. ? Operating profit grew by 193.1% to RMB 469.2 million (US$ 66.7 million), compared with RMB 160.1 million in 2H 2024. ? Profit for the period increased by 77.7% to RMB 275.7 million (US$ 39.2 million), compared with RMB 155.1 million in 2H 2024. ? Basic and diluted earnings per share rose by 108.7% to RMB 4.57 (US$ 0.65), compared with RMB 2.19 in 2H 2024. ? Total number of engines sold increased by 28.7% to 210,913 units, compared with 163,843 units in 2H 2024. |
||||
| Useful To Me Not Useful To Me | |||||