Latest Forum Topics /
Hong Leong Asia
Last:3.09
-0.13
|
 Post Reply
|
|
Hong Leong Asia
|
|||||
|
Rightstock
Senior |
30-Jan-2026 14:05
|
||||
|
x 0
x 0 Alert Admin |
Iceycoke, Congrats for reaching your first milestone. More to come. Hope you will revise your figures after CNY.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
30-Jan-2026 14:03
|
||||
|
x 0
x 0 Alert Admin |
$3.50. First milestone hit?? Hehe?
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Rightstock
Senior |
30-Jan-2026 12:17
|
||||
|
x 0
x 0 Alert Admin |
Singapore' s AI growth lies in infrastructure: OCBC29 Jan 2026 07:00
OCBC Investment Research analysts name 10 SGX-listed companies that will do well amid the boom in AI By Young Zhan Heng [SINGAPORE] As the United States and China fight for dominance in the artificial intelligence (AI) space through software solutions, Singapore is finding its own niche in the physical arena. In a sector update, analysts at OCBC Investment Research have noted that the Republic' s investment is concentrated in building foundational infrastructure such as data centres and power providers. " Unlike the US and China, Singapore' s AI growth is infrastructure led," they said. They said in their report on Tuesday (Jan 27) that the global expansion in AI, alongside the government' s focus on innovation and technology upgrading, will continue to create investment opportunities in two key areas â &euro &ldquo infrastructure and AI adopters. Enablers powering the driveThe enablers are one group powering this AI drive, by laying the foundation for scalable AI adoptions. " Data centre development continues to gain momentum as geopolitical risks and data-sovereignty requirements encourage hyperscalers and enterprises to diversify capacity, with Singapore emerging as a primary beneficiary," the analysts noted. On this front, the lender identified Keppel DC Real Estate Investment Trust (Keppel DC Reit) as a " strong proxy" for the growing demand for the data centre space, given increasing digitalisation and cloud adoption trends. Other potential beneficiaries in the data-centre space identified by the lender include Mapletree Industrial Trust, Capitaland Ascendas Reit and Stoneweg Europe Stapled Trust all of which have exposure to data centres in their respective portfolios. AI infrastructure is also driving structural demand for power-cooling and electricity. The analysts said in the report: " As Singapore' s electricity demand grows, driven by electricity-intensive sectors including advanced manufacturing, digital economy and transport, natural gas remains a cornerstone of energy security and stability." Power providers such as Keppel, Keppel Infrastructure Trust and Hong Leong Asia may stand a chance to benefit from the increase in demand. The lender also identified Sembcorp Industries as a potential beneficiary in this space, noting that it is the leading power provider to the data-centre sector in Singapore. The company has 44 per cent of market share for Singapore' s existing data-centre load of about 1.5 GW, making it the " leading power provider" to the data-centre sector, the analysts added. Sembcorp' s growth is further supported through its power generation, utilities and integrated urban solutions. The report also noted that Sembcorp is " well-positioned" to capture incremental demand for data centres and high-tech manufacturing from its existing generation assets. Beyond power and data centres communication service providers, such as Singtel, stand to benefit from the AI boom. " Singtel leverages its strengths in connectivity, data centres and enterprise relationships to position AI as an adjacent growth driver," the research firm noted. Another beneficiary in this space is fibre network provider NetLink NBN Trust, which currently supports AI as an infrastructure enabler. The company' s nationwide fibre network underpins data-intensive AI use cases such as cloud computing, data centres and enterprise digitalisation, the analysts noted. Embedding AI into operationsNot just enablers, the Republic is also seeing a rise in AI adoption across various companies' operations. On the industrial front, the report noted that ST Engineering has been using AI " extensively" across its verticals, ranging from aircraft and engine maintenance, repair and overhaul to smart mobility, and in its AI-enabled cybersecurity systems, which are part of its defence vertical. Analysts also identified SingPost as an AI adopter, noting that the mail-delivery service provider has invested in generative AI to optimise delivery routes, and launched an AI assistant at POPStops to handle common queries and dispense labels and postage stamps. Transportation company ComfortDelGro has also been actively incorporating AI into its operations particularly in the autonomous vehicle space, the analysts noted. " Boustead Singapore integrates 360-degree reality photo capturing with an advanced spatial visualisation tool that uses AI to analyse images of construction progress and provide critical feedback to project teams," said the report. AI is also extensively used in the financial front. " (DBS) has industrialised AI and data analytics from across the franchise, with 1,500 AI and machine-learning models deployed across more than 370 use cases," the report noted. DBS told The Business Times in early January that it has generated S$1 billion in AI value in 2025. UOB has also embedded AI and machine learning in its digital transformation to personalise customer experiences, enhance decision making and improve operational efficiency. AI is also being used to anticipate customer needs and provide personalised recommendations to customers, so they can make informed financial decisions, OCBC noted. Analysts at OCBC noted that interest in AI has intensified in recent years, as Singapore faces structural challenges from a small and ageing population. " In this context, AI and automation are increasingly viewed as critical tools to sustain productivity growth and preserve Singapore' s competitiveness," said the report. Source: Business Times Breaking News
|
||||
| Useful To Me Not Useful To Me | |||||
|
Rightstock
Senior |
30-Jan-2026 12:02
|
||||
|
x 0
x 0 Alert Admin |
Market talk about HLA share price in the following scenarios
If IPO does not go ahead If IPO is approved After IPO In my opinion (after the strong demand for HLA shares) HLA share price may fall back to $3.00 HLA share price may rise to $4.00 and above HLA share price may be $4.50 and above
|
||||
| Useful To Me Not Useful To Me | |||||
|
Ltinvestor
Member |
30-Jan-2026 10:08
|
||||
|
x 0
x 0 Alert Admin |
The chart from 2006 to 2026 (adjusted for dividends) show a high of $3.71 in April 2010. So the next major resistance should be at about $3.71. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Iceycoke
Senior |
30-Jan-2026 09:48
|
||||
|
x 0
x 0 Alert Admin |
Too hot liao? need to cool down. | ||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
29-Jan-2026 16:41
|
||||
|
x 0
x 0 Alert Admin |
IPO For A High-growth Subsidiary With DC And AI Exposure Highlights
Analysis
|
||||
| Useful To Me Not Useful To Me | |||||
|
Ltinvestor
Member |
29-Jan-2026 15:49
|
||||
|
x 0
x 0 Alert Admin |
UOBKH New Targe Price $4.20. I just uploaded UOBKH report (PDF) at investingnote. Cannot do so here. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Louistan
Senior |
29-Jan-2026 12:31
|
||||
|
x 0
x 0 Alert Admin |
UOBKH increased TP to $4.20 | ||||
| Useful To Me Not Useful To Me | |||||
|
tcshares
Senior |
29-Jan-2026 12:05
|
||||
|
x 0
x 0 Alert Admin |
great insights | ||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
28-Jan-2026 17:51
|
||||
|
x 0
x 0 Alert Admin |
Saw some new updates of the shareholders and one institution name very interesting to my notice.
BlackRock holds 1.88m shares. |
||||
| Useful To Me Not Useful To Me | |||||
|
Rightstock
Senior |
28-Jan-2026 15:55
|
||||
|
x 0
x 0 Alert Admin |
Market talk about HLA share price in the following scenarios If IPO does not go ahead If IPO is approved After IPO In my opinion HLA share price may fall back to $3.00 HLA share price may rise to $3.50 and above HLA share price may be $4.00 to $5.00.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Joelton
Supreme |
28-Jan-2026 11:07
|
||||
|
x 0
x 0 Alert Admin |
Hong Leong Asia proposes spinning off Guangxi Yuchai Marine and GenSet Power on HKEX
But the group cautions that the listing is still subject to requisite approvals from the relevant regulatory authorities
[SINGAPORE] Hong Leong Asia on Tuesday (Jan 27) announced that Guangxi Yuchai Marine and Genset Power (MGP), an indirect subsidiary of China Yuchai International (CYI), has submitted an application to list its shares on the mainboard of the Hong Kong Stock Exchange (HKEX).
CYI, which is listed on the New York Stock Exchange, has a 48.7 per cent stake held by Hong Leong Asia, which in turn is the trade and industry arm of the Hong Leong Group.
In a bourse filing, the company stated that it had applied to the Singapore Exchange (SGX) regarding the proposed spin-off. It added that the SGX has advised that it had &ldquo no comments&rdquo on the proposal based on the company&rsquo s submissions, effectively clearing the regulatory path in Singapore.
Although MGP is a principal subsidiary of the group, Hong Leong Asia said it does not expect to require shareholder approval for the proposed spin-off, citing information set out in the application to the Hong Kong bourse.
Still, the group cautioned that the listing is still subject to requisite approvals from the relevant regulatory authorities, as well as prevailing economic and market conditions.
MGP specialises in the research, development, production, sales and service of marine engines and power-generation systems. It provides diesel and gas engines for ships, oil rigs and power generators. Its products are exported to over 180 countries and regions.
CYI specialises in the design, manufacture, assembly and sale of engines for lorries, buses, pickups, construction and agricultural equipment, as well as marine and power generation applications.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
28-Jan-2026 09:54
|
||||
|
x 0
x 0 Alert Admin |
With the submission, we would see the IPO in 3 to 4 months time, provided the process is smooth. | ||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
27-Jan-2026 20:46
|
||||
|
x 0
x 0 Alert Admin |
I think many would want me to be correct or to hit the price much earlier. Haha? Fingers crossed. Let?s hope for the best.
|
||||
| Useful To Me Not Useful To Me | |||||
|
tcshares
Senior |
27-Jan-2026 20:26
|
||||
|
x 0
x 0 Alert Admin |
great news | ||||
| Useful To Me Not Useful To Me | |||||
|
Rightstock
Senior |
27-Jan-2026 19:59
|
||||
|
x 0
x 0 Alert Admin |
In my opinion we can add at least $1.00 to HLA last trade price of $3.01. You may be correct $5.00 by end of 2026 if the IPO is successful.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Rightstock
Senior |
27-Jan-2026 19:49
|
||||
|
x 0
x 0 Alert Admin |
HONG LEONG ASIA LTD. (Incorporated in the Republic of Singapore) (Company Registration No.: 196300306G) PROPOSED SPIN-OFF OF GUANGXI YUCHAI MARINE AND GENSET POWER CO., LTD., AN INDIRECT SUBSIDIARY, ON THE STOCK EXCHANGE OF HONG KONG LIMITED The Board of Directors (the &ldquo Board&rdquo ) of Hong Leong Asia Ltd. (the &ldquo Company&rdquo ) refers to the Company&rsquo s announcement dated 25 August 2025 in relation to the potential listing of an indirect subsidiary of China Yuchai International Limited (&ldquo China Yuchai&rdquo ) on a foreign stock exchange. The Board wishes to announce that the indirect subsidiary of China Yuchai, Guangxi Yuchai Marine and Genset Power Co., Ltd. (&ldquo MGP&rdquo ), has submitted an application for the proposed listing of its shares on the Mainboard of The Stock Exchange of Hong Kong Limited (the &ldquo Hong Kong Stock Exchange&rdquo ). Please refer to the Form 6-K filed by China Yuchai on 27 January 2026 for more information. In connection with the foregoing, an application was made by the Company to the Singapore Exchange Securities Trading Limited (&ldquo SGX-ST&rdquo ) in relation to the proposed spin-off of MGP via the proposed listing on the Hong Kong Stock Exchange (the &ldquo Proposed Spin-Off&rdquo ) and the SGX-ST had, based on the Company&rsquo s submissions and representations, advised that the SGX-ST has no comments on the Proposed Spin-off (the &ldquo SGX-ST Confirmation&rdquo ). The SGX-ST reserves the right to amend and/or vary the SGX-ST Confirmation, and such decision is subject to changes in the SGX-ST&rsquo s policies. Although MGP is a principal subsidiary of the Company, in view of the information set out in the application to the Hong Kong Stock Exchange, the Company does not expect that it would require shareholders&rsquo approval for the Proposed Spin-Off. The Proposed Spin-Off is subject to, inter alia, requisite approvals from the relevant regulatory authorities and prevailing economic and/or market conditions. Accordingly, there is no certainty or assurance that the Proposed Spin-Off will materialise in due course. Further announcements on any material developments on the Proposed Spin-Off will be made by the Company as and when appropriate. This announcement is for information purposes only and does not constitute or form part of an offer, invitation to purchase or subscribe for or solicitation of an offer to purchase or subscribe for any securities in Singapore or any other jurisdiction nor should it or any part of it form the basis of, or be relied upon in connection with, any contract or commitment whatsoever. Shareholders and potential investors are advised to read this announcement and any further announcements by the Company carefully. Persons who are in doubt as to the actions they should take should consult their stockbrokers, bank managers, solicitors, accountants and other professional advisers. Order of the Board HONG LEONG ASIA LTD. Stephen Ho Kiam Kong Executive Director and Chief Executive Officer 27 January 2026 |
||||
| Useful To Me Not Useful To Me | |||||
|
Iceycoke
Senior |
27-Jan-2026 19:26
|
||||
|
x 0
x 0 Alert Admin |
Looks like someone got it right on their spin-off listing.
Woooooo?. Hoooo?. |
||||
| Useful To Me Not Useful To Me | |||||
|
Rightstock
Senior |
27-Jan-2026 17:41
|
||||
|
x 0
x 0 Alert Admin |
I like to add one more stock that may perform well in 2026. I remember buying HLA at its low of 58c in 2024 and this stock, Nanofirm also closed at 58c today after falling 91% from its peak of $6.60. I like stocks that have fallen to near ground level. This is my personal opinion. Stocks that may perform well in 2026 BRC - potential bonus issue, stock split HL Asia - potential Yuchai subsidary IPO, Yuchai AI power generator has huge growth potential OKP - bonus issue 3 for every 4 shares ex date 30 Jan 2026 Soilbuild - forecast good results for 2025 AEM - potential new customer in AI, memory chips may issue huge order in 2026 Nanofirm - a recovery stock
|
||||
| Useful To Me Not Useful To Me | |||||