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Hong Leong Asia
Rightstock
Senior
25-Aug-2025 08:56     
 
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 Alert Admin 		Traders who have sold should move on to another stock and do not talk down on HLA.

ahberngh      ( Date: 25-Aug-2025 08:38) Posted:

Agree, it is obvious when some people has sold and want to buy back in and when has
just bought in and talking the price up. 
The talk changes position very quickly.

aragosta      ( Date: 24-Aug-2025 20:22) Posted:

Looks like those roadside traders will never give up, coming in different clones and covers......,
well, from my long experience in trading, no investors would comment negatively if he has long term interests and still vested...... these serous genuine vestors won' t talk down one, no matter how good or how long the price been going higher...... but those short term opportunists , especially those who short, or let go too cheap to too early and want to get back in, will keep coming back, again and again, to talk down the stock........ like maybe he let go too early when the price crossed two and then hoping that he can buy it back at $1.90 plus...... so I say, be careful with those roadside peddlers and their agendas...... of course he can sell his koyok to anyone here, for all I care, but do it with finesse, say so with basis, with solid evidence of the negativity .......   don' t irritate and try confusing the newbies, with by just giving some fancy one-liners and some low target price as if you have market information......

For those serious , genuine long termers, I believe, you would know next week is XD day..... and with its momentum rising, I trust two days before XD, there should be positive interests, which should carry the stock further...... if you are thinking like what the roadsides traders are fear mongering, there are reasons why prices keep on going above its book value .... it could be the market has yet to completely factor its future potential growth.....So, to maybe get some sense out of this, I have copied and pasted, the second of the black market' s three catalytic takes here.... believe or not believe is up to you, the road side traders will always come out with their negative talk down, because in their mind there' s money to be made from their cheapskates mercenary tradings ....

as always, dyodddd, because the gangsters always make things unbelievable.....

Why HONG LEONG ASIA is trading above its NAV and why this may continue even much higher
A stock' s market price can trade significantly above its Net Asset Value (NAV) or book value if its intrinsic value, which considers future growth prospects and cash flow, is perceived by the market to be ultimately much higher than its immediate tangible assets on its balance sheet. While NAV is a snapshot of a company' s current assets, intrinsic value is a forward-looking estimate of its worth, and investor sentiment, which drives market prices, often values this future potential. 

When investors believe in a company' s ability to grow its earnings and cash flows greatly in the future and that the company' s future potential is much greater than its current NAV, they are willing to pay more for its stock, driving the market price above its book value.

Hong Leong Asia' s share price has shown significant momentum, increasing substantially in recent months.

Hong Leong Asia is currently trading at a premium to  its Net Asset Value (NAV), due to a strong positive outlook on its superior earnings growth potential, particularly from its China Yuchai subsidiary and anticipated growth in Singapore' s construction sector. Recent strong earnings performance and positive analyst sentiment anticipating faster future growth than in the past, and outpacing the broader market, support the view that the market expects continued strong profitability and growth, justifying a higher valuation than its NAV 

Key Factors supporting the HLA' s higher valuation and a premium over NAV
  1. Stronger Future Growth Prospects and Higher Earnings Per Share Potential:
    HLA' s stock price is driven by its strong growth trajectory, including impressive earnings growth in recent years, and its potential to generate higher future earnings. Analysts have significantly upgraded their revenue and earnings estimates, predicting higher annualised growth rates for the company compared to its past performance. 
  2. Outperforming the Wider Industry:
    HLA' s earnings and revenue growth are forecast to outpace the growth rates of the broader Singaporean market, and are expected to grow faster than the wider industry, suggesting superior business fundamentals. 
  3. Strong Performance in Powertrain Solutions:
    The Yuchai subsidiary has shown significant growth in unit sales and revenue in its powertrain segment, and gaining market share, driven by strong demand for engines, including those for data centers and by OEM customers. 
  4. Investment in New Energy:
    HLA is investing in new energy engines, which could become a significant revenue driver, mitigating the impact of the broader trend of phasing out diesel engines.
  5. Robust Construction Market:
    The building materials and construction industry is expected to benefit from strong demand in Singapore and Malaysia, with projections for increased construction activity, and infrastructure development and mega projects, providing a strong backdrop for HLA' s future performance. 
  6. Investor Confidence and Demand:
    A high market share price relative to NAV indicates strong investor demand for the company' s stock. The expected future earnings, strong growth in forward EPS, confidence in the company' s future performance, the improved forecasts, positive market conditions can lead to positive investor sentiment, which translates to a willingness to pay a higher price (than the NAV) for the stock.
  7. Positive Analyst Sentiment and Market Confidence:
    Broker reports and market analysis indicate a broadly positive view on the company, with analysts upgrading earnings forecasts and increasing price targets, suggesting confidence in future performance, and expecting HLA' s growth to outpace the industry average.
  8. Potential higher P/E Ratio:
    While the share price has seen strong momentum, analysts still believe that the market may not fully reflect the company' s future potential, with some suggesting that the P/E ratio could be higher.                                                               


Could HLA experience a price " mini-run" like iFAST&rsquo s fascinating share price " run" in 2020?
iFAST experienced a significant " run" in 2020, with shares rising from below $1.00 in early 2020 to over $9.00 by mid-2021, a more than tenfold increase from their March 2020 lows, and at price more than 10 times its book value during its height. This surge was driven by strong earnings growth and a large inflow of client assets fueled by increased online trading during the pandemic. 

iFAST' s market share price can trade higher than its NAV because the market price reflects investor sentiment and growth prospects, while NAV is a company-specific calculation of assets and liabilities. The difference arises from demand, future earnings expectations, and analyst projections, with investors valuing iFAST' s strong growth potential, which is reflected in its higher P/E ratio and premium over NAV, rather than just its current asset value.  A high P/E ratio, which is significantly higher than the Singaporean market average, indicates that investors are expecting continued strong growth from iFAST.

It' s possible that HLA could experience a price " mini run" like iFAST if its high forward growth potential is recognized and priced into the market, as indicated by analysts predicting faster revenue growth and all the positive underlying earnings trends, as indicated above.
  1. Comparison to iFAST:
    iFAST' s   growth, which centers on wealth management platforms, is a different business model from HLA' s diversified interests in sectors like capital goods. The comparison is more about the mechanism of a stock re-rating due to growth potential rather than a direct business similarity. 
  2. Market Recognition of Growth:
    While HLA' s share price has recently surged and is trading at yearly highs, the potential for a further significant price movement depends on whether the broader market recognises its projected growth as a significant undervalued opportunity,    and price in this forward growth potential, similar to how iFAST' s growth potential may have driven its past stock performance. 


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ahberngh
Elite
25-Aug-2025 08:38     
 
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 Alert Admin 		Agree, it is obvious when some people has sold and want to buy back in and when has
just bought in and talking the price up. 
The talk changes position very quickly.

aragosta      ( Date: 24-Aug-2025 20:22) Posted:

Looks like those roadside traders will never give up, coming in different clones and covers......,
well, from my long experience in trading, no investors would comment negatively if he has long term interests and still vested...... these serous genuine vestors won' t talk down one, no matter how good or how long the price been going higher...... but those short term opportunists , especially those who short, or let go too cheap to too early and want to get back in, will keep coming back, again and again, to talk down the stock........ like maybe he let go too early when the price crossed two and then hoping that he can buy it back at $1.90 plus...... so I say, be careful with those roadside peddlers and their agendas...... of course he can sell his koyok to anyone here, for all I care, but do it with finesse, say so with basis, with solid evidence of the negativity .......   don' t irritate and try confusing the newbies, with by just giving some fancy one-liners and some low target price as if you have market information......

For those serious , genuine long termers, I believe, you would know next week is XD day..... and with its momentum rising, I trust two days before XD, there should be positive interests, which should carry the stock further...... if you are thinking like what the roadsides traders are fear mongering, there are reasons why prices keep on going above its book value .... it could be the market has yet to completely factor its future potential growth.....So, to maybe get some sense out of this, I have copied and pasted, the second of the black market' s three catalytic takes here.... believe or not believe is up to you, the road side traders will always come out with their negative talk down, because in their mind there' s money to be made from their cheapskates mercenary tradings ....

as always, dyodddd, because the gangsters always make things unbelievable.....

Why HONG LEONG ASIA is trading above its NAV and why this may continue even much higher
A stock' s market price can trade significantly above its Net Asset Value (NAV) or book value if its intrinsic value, which considers future growth prospects and cash flow, is perceived by the market to be ultimately much higher than its immediate tangible assets on its balance sheet. While NAV is a snapshot of a company' s current assets, intrinsic value is a forward-looking estimate of its worth, and investor sentiment, which drives market prices, often values this future potential. 

When investors believe in a company' s ability to grow its earnings and cash flows greatly in the future and that the company' s future potential is much greater than its current NAV, they are willing to pay more for its stock, driving the market price above its book value.

Hong Leong Asia' s share price has shown significant momentum, increasing substantially in recent months.

Hong Leong Asia is currently trading at a premium to  its Net Asset Value (NAV), due to a strong positive outlook on its superior earnings growth potential, particularly from its China Yuchai subsidiary and anticipated growth in Singapore' s construction sector. Recent strong earnings performance and positive analyst sentiment anticipating faster future growth than in the past, and outpacing the broader market, support the view that the market expects continued strong profitability and growth, justifying a higher valuation than its NAV 

Key Factors supporting the HLA' s higher valuation and a premium over NAV
  1. Stronger Future Growth Prospects and Higher Earnings Per Share Potential:
    HLA' s stock price is driven by its strong growth trajectory, including impressive earnings growth in recent years, and its potential to generate higher future earnings. Analysts have significantly upgraded their revenue and earnings estimates, predicting higher annualised growth rates for the company compared to its past performance. 
  2. Outperforming the Wider Industry:
    HLA' s earnings and revenue growth are forecast to outpace the growth rates of the broader Singaporean market, and are expected to grow faster than the wider industry, suggesting superior business fundamentals. 
  3. Strong Performance in Powertrain Solutions:
    The Yuchai subsidiary has shown significant growth in unit sales and revenue in its powertrain segment, and gaining market share, driven by strong demand for engines, including those for data centers and by OEM customers. 
  4. Investment in New Energy:
    HLA is investing in new energy engines, which could become a significant revenue driver, mitigating the impact of the broader trend of phasing out diesel engines.
  5. Robust Construction Market:
    The building materials and construction industry is expected to benefit from strong demand in Singapore and Malaysia, with projections for increased construction activity, and infrastructure development and mega projects, providing a strong backdrop for HLA' s future performance. 
  6. Investor Confidence and Demand:
    A high market share price relative to NAV indicates strong investor demand for the company' s stock. The expected future earnings, strong growth in forward EPS, confidence in the company' s future performance, the improved forecasts, positive market conditions can lead to positive investor sentiment, which translates to a willingness to pay a higher price (than the NAV) for the stock.
  7. Positive Analyst Sentiment and Market Confidence:
    Broker reports and market analysis indicate a broadly positive view on the company, with analysts upgrading earnings forecasts and increasing price targets, suggesting confidence in future performance, and expecting HLA' s growth to outpace the industry average.
  8. Potential higher P/E Ratio:
    While the share price has seen strong momentum, analysts still believe that the market may not fully reflect the company' s future potential, with some suggesting that the P/E ratio could be higher.                                                               


Could HLA experience a price " mini-run" like iFAST&rsquo s fascinating share price " run" in 2020?
iFAST experienced a significant " run" in 2020, with shares rising from below $1.00 in early 2020 to over $9.00 by mid-2021, a more than tenfold increase from their March 2020 lows, and at price more than 10 times its book value during its height. This surge was driven by strong earnings growth and a large inflow of client assets fueled by increased online trading during the pandemic. 

iFAST' s market share price can trade higher than its NAV because the market price reflects investor sentiment and growth prospects, while NAV is a company-specific calculation of assets and liabilities. The difference arises from demand, future earnings expectations, and analyst projections, with investors valuing iFAST' s strong growth potential, which is reflected in its higher P/E ratio and premium over NAV, rather than just its current asset value.  A high P/E ratio, which is significantly higher than the Singaporean market average, indicates that investors are expecting continued strong growth from iFAST.

It' s possible that HLA could experience a price " mini run" like iFAST if its high forward growth potential is recognized and priced into the market, as indicated by analysts predicting faster revenue growth and all the positive underlying earnings trends, as indicated above.
  1. Comparison to iFAST:
    iFAST' s   growth, which centers on wealth management platforms, is a different business model from HLA' s diversified interests in sectors like capital goods. The comparison is more about the mechanism of a stock re-rating due to growth potential rather than a direct business similarity. 
  2. Market Recognition of Growth:
    While HLA' s share price has recently surged and is trading at yearly highs, the potential for a further significant price movement depends on whether the broader market recognises its projected growth as a significant undervalued opportunity,    and price in this forward growth potential, similar to how iFAST' s growth potential may have driven its past stock performance. 


aragosta      ( Date: 22-Aug-2025 11:38) Posted:



I hope the newbies and esp the old retirees, who have been holding to this stock for years, were not taken by the roadside traders, and sold when the price crossed the two dollar mark..... these people are cmi types..... Shorting cannot, talking down the stock (without basis) lagi cannot, even guessing also cannot make it..... Guess the black market gangsters are more unbelievable, in a good sense&hellip .

Anyway, contrary to some beliefs..... HLA building materials sector did not do as well as expected in the first half of the year, which were powered mainly by the powertrain products......so imagine if this sector were to improve significantly in the second half, as predicted by many analysts, the balance sheet gonna to look more frightening awesome...... three dollar by year end awaits.....

Meanwhile, I give you first of the black market ' s take of three catalytic fundamentals, which are seldom appreciated (or go unnoticed) for the fuelling of the phenomenal rise in price&hellip &hellip .

Hong Leong Asia' s Net Cash Position 

Hong Leong Asia' s net cash position grew to S$749 million as of June 30, 2025, a significant increase from S$478 million at the end of fiscal year 2024. This strong financial position was supported by a substantial increase in operating cash flow,  which surged by 773.1%  to S$397.5 million in the first half of 2025, and strong earnings and increased profitability, particularly from its powertrain solutions division. 

Breakdown of the Net Cash Position:
  1. Stronger Net Cash Position:  The company' s net cash grew to S$749 million as of the end of June 2025, from previous net cash  of S$478 million, as at FY2024.  That works out to be almost a dollar net cash per share!
  2. Exceptional Cash Flow:  Operating cash flow reached S$397.5 million,  marking a walloping 773.1% increase year-on-year.
  3. Basis for Increase:  Strong earnings and higher profits, driven by strong performance in the powertrain solutions segment, contributed to the fortified financial position.
  4. Financial Flexibility:  The robust balance sheet and healthy free cash flow generation give Hong Leong Asia greater financial flexibility for future growth initiatives and confidence to manage potential economic challenges.
  5. Potential for Higher Dividends and Special Payouts:  This net cash position is expected to improve further strengthening Hong Leong Asia&rsquo s financial position, and suggesting  potential for higher dividends in the future, and hopefully a special payout.

​ As always, dyodddd because them gangsters couldn' t be bothered whether u believe or don' t believe .....
 Useful To Me  Not Useful To Me


aragosta
Supreme
24-Aug-2025 20:22     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin 		Looks like those roadside traders will never give up, coming in different clones and covers......,
well, from my long experience in trading, no investors would comment negatively if he has long term interests and still vested...... these serous genuine vestors won' t talk down one, no matter how good or how long the price been going higher...... but those short term opportunists , especially those who short, or let go too cheap to too early and want to get back in, will keep coming back, again and again, to talk down the stock........ like maybe he let go too early when the price crossed two and then hoping that he can buy it back at $1.90 plus...... so I say, be careful with those roadside peddlers and their agendas...... of course he can sell his koyok to anyone here, for all I care, but do it with finesse, say so with basis, with solid evidence of the negativity .......   don' t irritate and try confusing the newbies, with by just giving some fancy one-liners and some low target price as if you have market information......

For those serious , genuine long termers, I believe, you would know next week is XD day..... and with its momentum rising, I trust two days before XD, there should be positive interests, which should carry the stock further...... if you are thinking like what the roadsides traders are fear mongering, there are reasons why prices keep on going above its book value .... it could be the market has yet to completely factor its future potential growth.....So, to maybe get some sense out of this, I have copied and pasted, the second of the black market' s three catalytic takes here.... believe or not believe is up to you, the road side traders will always come out with their negative talk down, because in their mind there' s money to be made from their cheapskates mercenary tradings ....

as always, dyodddd, because the gangsters always make things unbelievable.....

Why HONG LEONG ASIA is trading above its NAV and why this may continue even much higher
A stock' s market price can trade significantly above its Net Asset Value (NAV) or book value if its intrinsic value, which considers future growth prospects and cash flow, is perceived by the market to be ultimately much higher than its immediate tangible assets on its balance sheet. While NAV is a snapshot of a company' s current assets, intrinsic value is a forward-looking estimate of its worth, and investor sentiment, which drives market prices, often values this future potential. 

When investors believe in a company' s ability to grow its earnings and cash flows greatly in the future and that the company' s future potential is much greater than its current NAV, they are willing to pay more for its stock, driving the market price above its book value.

Hong Leong Asia' s share price has shown significant momentum, increasing substantially in recent months.

Hong Leong Asia is currently trading at a premium to  its Net Asset Value (NAV), due to a strong positive outlook on its superior earnings growth potential, particularly from its China Yuchai subsidiary and anticipated growth in Singapore' s construction sector. Recent strong earnings performance and positive analyst sentiment anticipating faster future growth than in the past, and outpacing the broader market, support the view that the market expects continued strong profitability and growth, justifying a higher valuation than its NAV 

Key Factors supporting the HLA' s higher valuation and a premium over NAV
  1. Stronger Future Growth Prospects and Higher Earnings Per Share Potential:
    HLA' s stock price is driven by its strong growth trajectory, including impressive earnings growth in recent years, and its potential to generate higher future earnings. Analysts have significantly upgraded their revenue and earnings estimates, predicting higher annualised growth rates for the company compared to its past performance. 
  2. Outperforming the Wider Industry:
    HLA' s earnings and revenue growth are forecast to outpace the growth rates of the broader Singaporean market, and are expected to grow faster than the wider industry, suggesting superior business fundamentals. 
  3. Strong Performance in Powertrain Solutions:
    The Yuchai subsidiary has shown significant growth in unit sales and revenue in its powertrain segment, and gaining market share, driven by strong demand for engines, including those for data centers and by OEM customers. 
  4. Investment in New Energy:
    HLA is investing in new energy engines, which could become a significant revenue driver, mitigating the impact of the broader trend of phasing out diesel engines.
  5. Robust Construction Market:
    The building materials and construction industry is expected to benefit from strong demand in Singapore and Malaysia, with projections for increased construction activity, and infrastructure development and mega projects, providing a strong backdrop for HLA' s future performance. 
  6. Investor Confidence and Demand:
    A high market share price relative to NAV indicates strong investor demand for the company' s stock. The expected future earnings, strong growth in forward EPS, confidence in the company' s future performance, the improved forecasts, positive market conditions can lead to positive investor sentiment, which translates to a willingness to pay a higher price (than the NAV) for the stock.
  7. Positive Analyst Sentiment and Market Confidence:
    Broker reports and market analysis indicate a broadly positive view on the company, with analysts upgrading earnings forecasts and increasing price targets, suggesting confidence in future performance, and expecting HLA' s growth to outpace the industry average.
  8. Potential higher P/E Ratio:
    While the share price has seen strong momentum, analysts still believe that the market may not fully reflect the company' s future potential, with some suggesting that the P/E ratio could be higher.                                                               


Could HLA experience a price " mini-run" like iFAST&rsquo s fascinating share price " run" in 2020?
iFAST experienced a significant " run" in 2020, with shares rising from below $1.00 in early 2020 to over $9.00 by mid-2021, a more than tenfold increase from their March 2020 lows, and at price more than 10 times its book value during its height. This surge was driven by strong earnings growth and a large inflow of client assets fueled by increased online trading during the pandemic. 

iFAST' s market share price can trade higher than its NAV because the market price reflects investor sentiment and growth prospects, while NAV is a company-specific calculation of assets and liabilities. The difference arises from demand, future earnings expectations, and analyst projections, with investors valuing iFAST' s strong growth potential, which is reflected in its higher P/E ratio and premium over NAV, rather than just its current asset value.  A high P/E ratio, which is significantly higher than the Singaporean market average, indicates that investors are expecting continued strong growth from iFAST.

It' s possible that HLA could experience a price " mini run" like iFAST if its high forward growth potential is recognized and priced into the market, as indicated by analysts predicting faster revenue growth and all the positive underlying earnings trends, as indicated above.
  1. Comparison to iFAST:
    iFAST' s   growth, which centers on wealth management platforms, is a different business model from HLA' s diversified interests in sectors like capital goods. The comparison is more about the mechanism of a stock re-rating due to growth potential rather than a direct business similarity. 
  2. Market Recognition of Growth:
    While HLA' s share price has recently surged and is trading at yearly highs, the potential for a further significant price movement depends on whether the broader market recognises its projected growth as a significant undervalued opportunity,    and price in this forward growth potential, similar to how iFAST' s growth potential may have driven its past stock performance. 


aragosta      ( Date: 22-Aug-2025 11:38) Posted:



I hope the newbies and esp the old retirees, who have been holding to this stock for years, were not taken by the roadside traders, and sold when the price crossed the two dollar mark..... these people are cmi types..... Shorting cannot, talking down the stock (without basis) lagi cannot, even guessing also cannot make it..... Guess the black market gangsters are more unbelievable, in a good sense&hellip .

Anyway, contrary to some beliefs..... HLA building materials sector did not do as well as expected in the first half of the year, which were powered mainly by the powertrain products......so imagine if this sector were to improve significantly in the second half, as predicted by many analysts, the balance sheet gonna to look more frightening awesome...... three dollar by year end awaits.....

Meanwhile, I give you first of the black market ' s take of three catalytic fundamentals, which are seldom appreciated (or go unnoticed) for the fuelling of the phenomenal rise in price&hellip &hellip .

Hong Leong Asia' s Net Cash Position 

Hong Leong Asia' s net cash position grew to S$749 million as of June 30, 2025, a significant increase from S$478 million at the end of fiscal year 2024. This strong financial position was supported by a substantial increase in operating cash flow,  which surged by 773.1%  to S$397.5 million in the first half of 2025, and strong earnings and increased profitability, particularly from its powertrain solutions division. 

Breakdown of the Net Cash Position:
  1. Stronger Net Cash Position:  The company' s net cash grew to S$749 million as of the end of June 2025, from previous net cash  of S$478 million, as at FY2024.  That works out to be almost a dollar net cash per share!
  2. Exceptional Cash Flow:  Operating cash flow reached S$397.5 million,  marking a walloping 773.1% increase year-on-year.
  3. Basis for Increase:  Strong earnings and higher profits, driven by strong performance in the powertrain solutions segment, contributed to the fortified financial position.
  4. Financial Flexibility:  The robust balance sheet and healthy free cash flow generation give Hong Leong Asia greater financial flexibility for future growth initiatives and confidence to manage potential economic challenges.
  5. Potential for Higher Dividends and Special Payouts:  This net cash position is expected to improve further strengthening Hong Leong Asia&rsquo s financial position, and suggesting  potential for higher dividends in the future, and hopefully a special payout.

​ As always, dyodddd because them gangsters couldn' t be bothered whether u believe or don' t believe .....

aragosta      ( Date: 18-Jun-2025 11:35) Posted:

--- Post Removed by User ---
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ahberngh
Elite
24-Aug-2025 19:40     
 
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 Alert Admin 		I think next week 2.50 could be reach.
My opinion, please dyodd.
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Iceycoke
Senior
24-Aug-2025 17:40     
 
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 Alert Admin 		Agree? I would expect about a 20% drop over a period and that would cover 1.95. I hope I am wrong but?..

sfw2124      ( Date: 24-Aug-2025 09:44) Posted:

With due respect to all the opinions earlier expressed here - my take based in the technical chart is that Hong Leong Asia(H22) is over extended/ Why? Hong Leong Asia (H22) is labeled &ldquo over-extended&rdquo and recommended for partial trimming because both price action and volume/momentum indicators show it trading well above its medium-term equilibrium with signs of exhaustion    Analysis by Perplexuty AI Pro but  DYODD                                                 

Iceycoke      ( Date: 22-Aug-2025 17:52) Posted:

Today another marvellous performance. 2.40.
I like having 2.50 next week but I doubt. Hope you are right.
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sfw2124
Senior
24-Aug-2025 09:44     
 
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 Alert Admin 		With due respect to all the opinions earlier expressed here - my take based in the technical chart is that Hong Leong Asia(H22) is over extended/ Why? Hong Leong Asia (H22) is labeled &ldquo over-extended&rdquo and recommended for partial trimming because both price action and volume/momentum indicators show it trading well above its medium-term equilibrium with signs of exhaustion    Analysis by Perplexuty AI Pro but  DYODD                                                 

Iceycoke      ( Date: 22-Aug-2025 17:52) Posted:

Today another marvellous performance. 2.40.
I like having 2.50 next week but I doubt. Hope you are right.

Rightstock      ( Date: 22-Aug-2025 14:39) Posted:

HLA also collect very good dividends from BRC and Yuchai. 

Hope to see HLA reached $2.50 next week and $3.00 by end of 2025
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Iceycoke
Senior
22-Aug-2025 17:52     
 
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 Alert Admin 		Today another marvellous performance. 2.40.
I like having 2.50 next week but I doubt. Hope you are right.

Rightstock      ( Date: 22-Aug-2025 14:39) Posted:

HLA also collect very good dividends from BRC and Yuchai. 

Hope to see HLA reached $2.50 next week and $3.00 by end of 2025.

Joelton      ( Date: 22-Aug-2025 12:25) Posted:

Hong Leong Asia powers ahead with strong 1HFY2025
Hong Leong Asia (HLA) has delivered a robust set of numbers for the 1HFY2025 ended June 30, mainly due to the strength of its powertrain business.
 
Overall revenue was up by 25.7% y-o-y to $2.83 billion, while group net profit rose 13.1% y-o-y to $56 million. The higher top and bottom lines were supported by a 30.8% y-o-y revenue growth in the group&rsquo s powertrain engine solutions unit, New York-listed Yuchai. The building materials segment, which includes ready-mix and precast concrete, posted a modest decline with revenues slipping 3.5% to $310.2 million, owing to delays in capacity replacement at its Singapore plants. Precast volumes, however, improved and management expects disruptions to ease by year-end.
 
Chief investment officer Patrick Yau attributes China Yuchai&rsquo s revenue growth to the &ldquo very strong export volumes from our customers in China&rdquo . Yau says: &ldquo As they export, they capture our units in those exports. And there&rsquo s also been a fair degree of market share gains domestically, even though the Chinese domestic market itself is still very lukewarm.&rdquo
 
&ldquo Yuchai has been exporting via their original equipment manufacturers [OEM] into the rest of the world, but we don&rsquo t export to developed markets and definitely don&rsquo t export to the US,&rdquo notes Yau on the absence of tariff woes for the company.
 
Sales of new energy products &mdash particularly generator sets (gensets) for data centres &mdash also surged. In 1HFY2025, sales matched the combined volumes from FY2018 to FY2023, due to what CEO Stephen Ho recognises as demand driven by artificial intelligence.
 
&ldquo The Chinese economy, as everyone knows, is growing at about 5.2% on average. But all of that is very much driven by this front-loading of exports in the first half of this year. So, if you set it against this backdrop, I think we&rsquo ve done very well in terms of penetrating into the domestic markets, not just for backup generators, but also for on-road,&rdquo says Ho.
 
Operating profit climbed 35.7% y-o-y to $138 million, while operating cash flow leapt nearly eightfold to $397.5 million. As at June 30, Hong Leong Asia&rsquo s net cash position improved to $749 million from $478 million as at FY2024. As such, the group has doubled its interim dividend to two cents per share from a year ago.
 
HLA&rsquo s 1HFY2025 results, which beat consensus estimates by 10%, prompted analysts from DBS Group Research, CGS International (CGSI) and UOB Kay Hian to maintain their &ldquo add&rdquo and &ldquo buy&rdquo calls with higher target prices.
 
DBS&rsquo s Dale Lai and Derek Tan have increased their target price to $2.80 from $1.60, which implies a 44% upside from HLA&rsquo s last-traded price of $1.95 as at Aug 18.
 
&ldquo At the current price of $1.95 [per] share, HLA is trading at a forward P/E ratio of [around] 11.6 times, which is attractive given that the group is on the cusp of an earnings upswing, generating a return on equity of close to [around] 11.0%,&rdquo they write.
 
CGSI&rsquo s Natalie Ong and Lim Siew Khee have also upped their target price of $2.60 from $1.95 as HLA&rsquo s 1HFY2025 patmi stood at 58% of their forecasts.
 
The analysts have also raised their core earnings per share (EPS) estimates for the FY2025 to FY2027 by 2% to 13% on higher earnings from China Yuchai, but partly offset by lower building materials earnings, even though they expect ready-mix concrete volumes to improve in the 2HFY2025 as HLA&rsquo s batching plants in Punggol Timor increase capacity.
 
UOB Kay Hian&rsquo s Adrian Loh and Heidi Mo have increased their target price to $2.63 from $1.93 previously, even as HLA&rsquo s 1HFY2025 patmi stood at 50% of their full-year estimates.
 
In addition to solid engine sales, the analysts note that HLA&rsquo s balance sheet, with a net cash position of $749 million for the period ended June 30, remains undergeared.
 
&ldquo We also highlight HLA&rsquo s very strong free cash flow in 1HFY2025, which rose nearly fivefold y-o-y to $397 million. Without annualising, this implies a 29% free cash flow yield and may point to a much higher final dividend, which would be announced at the company&rsquo s annual results in February 2026.&rdquo
 
Over FY2024 to FY2027, DBS&rsquo s Lai and Tan project HLA to report a three-year earnings CAGR of around 50%. HLA&rsquo s net profit is expected to climb from $88 million in FY2024 to $149 million by FY2027, which would mark an eight-year high and drive return on equity to about 11%.
 
The analysts believe HLA&rsquo s building materials segment should benefit from Singapore&rsquo s pipeline of infrastructure projects and stronger precast utilisation once the temporary disruptions are resolved.
 
On this, Yau says: &ldquo The demand is there. Our precast order book continues to grow and I think that should be the story for the next two to three years, at least, for our precast business. We are the biggest precast in Singapore, and we also have capacity in Malaysia to support us.&rdquo
 
While the second half is usually seasonally weaker for engines, Lai and Tan expect Hong Leong Asia&rsquo s full order book, particularly for gensets, to cushion any slowdown in heavy-vehicle sales.
 
They add: &ldquo From a strategic perspective, Hong Leong Asia continues to invest heavily in research and development of new engine technologies and new energy products, positioning itself for long-term growth.&rdquo


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Rightstock
Senior
22-Aug-2025 14:39     
 
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 Alert Admin 		HLA also collect very good dividends from BRC and Yuchai. 

Hope to see HLA reached $2.50 next week and $3.00 by end of 2025.

Joelton      ( Date: 22-Aug-2025 12:25) Posted:

Hong Leong Asia powers ahead with strong 1HFY2025
Hong Leong Asia (HLA) has delivered a robust set of numbers for the 1HFY2025 ended June 30, mainly due to the strength of its powertrain business.
 
Overall revenue was up by 25.7% y-o-y to $2.83 billion, while group net profit rose 13.1% y-o-y to $56 million. The higher top and bottom lines were supported by a 30.8% y-o-y revenue growth in the group&rsquo s powertrain engine solutions unit, New York-listed Yuchai. The building materials segment, which includes ready-mix and precast concrete, posted a modest decline with revenues slipping 3.5% to $310.2 million, owing to delays in capacity replacement at its Singapore plants. Precast volumes, however, improved and management expects disruptions to ease by year-end.
 
Chief investment officer Patrick Yau attributes China Yuchai&rsquo s revenue growth to the &ldquo very strong export volumes from our customers in China&rdquo . Yau says: &ldquo As they export, they capture our units in those exports. And there&rsquo s also been a fair degree of market share gains domestically, even though the Chinese domestic market itself is still very lukewarm.&rdquo
 
&ldquo Yuchai has been exporting via their original equipment manufacturers [OEM] into the rest of the world, but we don&rsquo t export to developed markets and definitely don&rsquo t export to the US,&rdquo notes Yau on the absence of tariff woes for the company.
 
Sales of new energy products &mdash particularly generator sets (gensets) for data centres &mdash also surged. In 1HFY2025, sales matched the combined volumes from FY2018 to FY2023, due to what CEO Stephen Ho recognises as demand driven by artificial intelligence.
 
&ldquo The Chinese economy, as everyone knows, is growing at about 5.2% on average. But all of that is very much driven by this front-loading of exports in the first half of this year. So, if you set it against this backdrop, I think we&rsquo ve done very well in terms of penetrating into the domestic markets, not just for backup generators, but also for on-road,&rdquo says Ho.
 
Operating profit climbed 35.7% y-o-y to $138 million, while operating cash flow leapt nearly eightfold to $397.5 million. As at June 30, Hong Leong Asia&rsquo s net cash position improved to $749 million from $478 million as at FY2024. As such, the group has doubled its interim dividend to two cents per share from a year ago.
 
HLA&rsquo s 1HFY2025 results, which beat consensus estimates by 10%, prompted analysts from DBS Group Research, CGS International (CGSI) and UOB Kay Hian to maintain their &ldquo add&rdquo and &ldquo buy&rdquo calls with higher target prices.
 
DBS&rsquo s Dale Lai and Derek Tan have increased their target price to $2.80 from $1.60, which implies a 44% upside from HLA&rsquo s last-traded price of $1.95 as at Aug 18.
 
&ldquo At the current price of $1.95 [per] share, HLA is trading at a forward P/E ratio of [around] 11.6 times, which is attractive given that the group is on the cusp of an earnings upswing, generating a return on equity of close to [around] 11.0%,&rdquo they write.
 
CGSI&rsquo s Natalie Ong and Lim Siew Khee have also upped their target price of $2.60 from $1.95 as HLA&rsquo s 1HFY2025 patmi stood at 58% of their forecasts.
 
The analysts have also raised their core earnings per share (EPS) estimates for the FY2025 to FY2027 by 2% to 13% on higher earnings from China Yuchai, but partly offset by lower building materials earnings, even though they expect ready-mix concrete volumes to improve in the 2HFY2025 as HLA&rsquo s batching plants in Punggol Timor increase capacity.
 
UOB Kay Hian&rsquo s Adrian Loh and Heidi Mo have increased their target price to $2.63 from $1.93 previously, even as HLA&rsquo s 1HFY2025 patmi stood at 50% of their full-year estimates.
 
In addition to solid engine sales, the analysts note that HLA&rsquo s balance sheet, with a net cash position of $749 million for the period ended June 30, remains undergeared.
 
&ldquo We also highlight HLA&rsquo s very strong free cash flow in 1HFY2025, which rose nearly fivefold y-o-y to $397 million. Without annualising, this implies a 29% free cash flow yield and may point to a much higher final dividend, which would be announced at the company&rsquo s annual results in February 2026.&rdquo
 
Over FY2024 to FY2027, DBS&rsquo s Lai and Tan project HLA to report a three-year earnings CAGR of around 50%. HLA&rsquo s net profit is expected to climb from $88 million in FY2024 to $149 million by FY2027, which would mark an eight-year high and drive return on equity to about 11%.
 
The analysts believe HLA&rsquo s building materials segment should benefit from Singapore&rsquo s pipeline of infrastructure projects and stronger precast utilisation once the temporary disruptions are resolved.
 
On this, Yau says: &ldquo The demand is there. Our precast order book continues to grow and I think that should be the story for the next two to three years, at least, for our precast business. We are the biggest precast in Singapore, and we also have capacity in Malaysia to support us.&rdquo
 
While the second half is usually seasonally weaker for engines, Lai and Tan expect Hong Leong Asia&rsquo s full order book, particularly for gensets, to cushion any slowdown in heavy-vehicle sales.
 
They add: &ldquo From a strategic perspective, Hong Leong Asia continues to invest heavily in research and development of new engine technologies and new energy products, positioning itself for long-term growth.&rdquo

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Joelton
Supreme
22-Aug-2025 12:25     
 
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Hong Leong Asia powers ahead with strong 1HFY2025
Hong Leong Asia (HLA) has delivered a robust set of numbers for the 1HFY2025 ended June 30, mainly due to the strength of its powertrain business.
 
Overall revenue was up by 25.7% y-o-y to $2.83 billion, while group net profit rose 13.1% y-o-y to $56 million. The higher top and bottom lines were supported by a 30.8% y-o-y revenue growth in the group&rsquo s powertrain engine solutions unit, New York-listed Yuchai. The building materials segment, which includes ready-mix and precast concrete, posted a modest decline with revenues slipping 3.5% to $310.2 million, owing to delays in capacity replacement at its Singapore plants. Precast volumes, however, improved and management expects disruptions to ease by year-end.
 
Chief investment officer Patrick Yau attributes China Yuchai&rsquo s revenue growth to the &ldquo very strong export volumes from our customers in China&rdquo . Yau says: &ldquo As they export, they capture our units in those exports. And there&rsquo s also been a fair degree of market share gains domestically, even though the Chinese domestic market itself is still very lukewarm.&rdquo
 
&ldquo Yuchai has been exporting via their original equipment manufacturers [OEM] into the rest of the world, but we don&rsquo t export to developed markets and definitely don&rsquo t export to the US,&rdquo notes Yau on the absence of tariff woes for the company.
 
Sales of new energy products &mdash particularly generator sets (gensets) for data centres &mdash also surged. In 1HFY2025, sales matched the combined volumes from FY2018 to FY2023, due to what CEO Stephen Ho recognises as demand driven by artificial intelligence.
 
&ldquo The Chinese economy, as everyone knows, is growing at about 5.2% on average. But all of that is very much driven by this front-loading of exports in the first half of this year. So, if you set it against this backdrop, I think we&rsquo ve done very well in terms of penetrating into the domestic markets, not just for backup generators, but also for on-road,&rdquo says Ho.
 
Operating profit climbed 35.7% y-o-y to $138 million, while operating cash flow leapt nearly eightfold to $397.5 million. As at June 30, Hong Leong Asia&rsquo s net cash position improved to $749 million from $478 million as at FY2024. As such, the group has doubled its interim dividend to two cents per share from a year ago.
 
HLA&rsquo s 1HFY2025 results, which beat consensus estimates by 10%, prompted analysts from DBS Group Research, CGS International (CGSI) and UOB Kay Hian to maintain their &ldquo add&rdquo and &ldquo buy&rdquo calls with higher target prices.
 
DBS&rsquo s Dale Lai and Derek Tan have increased their target price to $2.80 from $1.60, which implies a 44% upside from HLA&rsquo s last-traded price of $1.95 as at Aug 18.
 
&ldquo At the current price of $1.95 [per] share, HLA is trading at a forward P/E ratio of [around] 11.6 times, which is attractive given that the group is on the cusp of an earnings upswing, generating a return on equity of close to [around] 11.0%,&rdquo they write.
 
CGSI&rsquo s Natalie Ong and Lim Siew Khee have also upped their target price of $2.60 from $1.95 as HLA&rsquo s 1HFY2025 patmi stood at 58% of their forecasts.
 
The analysts have also raised their core earnings per share (EPS) estimates for the FY2025 to FY2027 by 2% to 13% on higher earnings from China Yuchai, but partly offset by lower building materials earnings, even though they expect ready-mix concrete volumes to improve in the 2HFY2025 as HLA&rsquo s batching plants in Punggol Timor increase capacity.
 
UOB Kay Hian&rsquo s Adrian Loh and Heidi Mo have increased their target price to $2.63 from $1.93 previously, even as HLA&rsquo s 1HFY2025 patmi stood at 50% of their full-year estimates.
 
In addition to solid engine sales, the analysts note that HLA&rsquo s balance sheet, with a net cash position of $749 million for the period ended June 30, remains undergeared.
 
&ldquo We also highlight HLA&rsquo s very strong free cash flow in 1HFY2025, which rose nearly fivefold y-o-y to $397 million. Without annualising, this implies a 29% free cash flow yield and may point to a much higher final dividend, which would be announced at the company&rsquo s annual results in February 2026.&rdquo
 
Over FY2024 to FY2027, DBS&rsquo s Lai and Tan project HLA to report a three-year earnings CAGR of around 50%. HLA&rsquo s net profit is expected to climb from $88 million in FY2024 to $149 million by FY2027, which would mark an eight-year high and drive return on equity to about 11%.
 
The analysts believe HLA&rsquo s building materials segment should benefit from Singapore&rsquo s pipeline of infrastructure projects and stronger precast utilisation once the temporary disruptions are resolved.
 
On this, Yau says: &ldquo The demand is there. Our precast order book continues to grow and I think that should be the story for the next two to three years, at least, for our precast business. We are the biggest precast in Singapore, and we also have capacity in Malaysia to support us.&rdquo
 
While the second half is usually seasonally weaker for engines, Lai and Tan expect Hong Leong Asia&rsquo s full order book, particularly for gensets, to cushion any slowdown in heavy-vehicle sales.
 
They add: &ldquo From a strategic perspective, Hong Leong Asia continues to invest heavily in research and development of new engine technologies and new energy products, positioning itself for long-term growth.&rdquo
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aragosta
Supreme
22-Aug-2025 11:38     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin

I hope the newbies and esp the old retirees, who have been holding to this stock for years, were not taken by the roadside traders, and sold when the price crossed the two dollar mark..... these people are cmi types..... Shorting cannot, talking down the stock (without basis) lagi cannot, even guessing also cannot make it..... Guess the black market gangsters are more unbelievable, in a good sense&hellip .

Anyway, contrary to some beliefs..... HLA building materials sector did not do as well as expected in the first half of the year, which were powered mainly by the powertrain products......so imagine if this sector were to improve significantly in the second half, as predicted by many analysts, the balance sheet gonna to look more frightening awesome...... three dollar by year end awaits.....

Meanwhile, I give you first of the black market ' s take of three catalytic fundamentals, which are seldom appreciated (or go unnoticed) for the fuelling of the phenomenal rise in price&hellip &hellip .

Hong Leong Asia' s Net Cash Position 

Hong Leong Asia' s net cash position grew to S$749 million as of June 30, 2025, a significant increase from S$478 million at the end of fiscal year 2024. This strong financial position was supported by a substantial increase in operating cash flow,  which surged by 773.1%  to S$397.5 million in the first half of 2025, and strong earnings and increased profitability, particularly from its powertrain solutions division. 

Breakdown of the Net Cash Position:
  1. Stronger Net Cash Position:  The company' s net cash grew to S$749 million as of the end of June 2025, from previous net cash  of S$478 million, as at FY2024.  That works out to be almost a dollar net cash per share!
  2. Exceptional Cash Flow:  Operating cash flow reached S$397.5 million,  marking a walloping 773.1% increase year-on-year.
  3. Basis for Increase:  Strong earnings and higher profits, driven by strong performance in the powertrain solutions segment, contributed to the fortified financial position.
  4. Financial Flexibility:  The robust balance sheet and healthy free cash flow generation give Hong Leong Asia greater financial flexibility for future growth initiatives and confidence to manage potential economic challenges.
  5. Potential for Higher Dividends and Special Payouts:  This net cash position is expected to improve further strengthening Hong Leong Asia&rsquo s financial position, and suggesting  potential for higher dividends in the future, and hopefully a special payout.

​ As always, dyodddd because them gangsters couldn' t be bothered whether u believe or don' t believe .....

aragosta      ( Date: 18-Jun-2025 11:35) Posted:

--- Post Removed by User ---
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Iceycoke
Senior
22-Aug-2025 09:47     
 
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 Alert Admin 		https://www.theedgesingapore.com/capital/investing-ideas/hong-leong-asia-powers-ahead-strong-1hfy2025
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Rightstock
Senior
21-Aug-2025 14:23     
 
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 Alert Admin 		BRC 20% associate of HLA is also a big beneficary from these HDB and mega projects. 

Rightstock      ( Date: 21-Aug-2025 09:27) Posted:

I heard investors are very optimistic with the huge HDB construction in Kanji, Woodlands and Sembawang. The projects require alot of cement and precast concrete which HLA is the biggest player in SG.

ahberngh      ( Date: 21-Aug-2025 09:13) Posted:

HLA kee siow liow !! Reached 2.37  surprise.
What is brewing?
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Iceycoke
Senior
21-Aug-2025 09:41     
 
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 Alert Admin 		During the NDP rally, LW mentioned that in Woodland - Housing by the woods, will have 4000 units of HDB. If we based on one block with 150 units on average. We are seeing about 26.66 blocks of flats. And not forgetting the marina south and east side with 10,000 units. 7,000 units at the Bayshore area. Current stock price definitely doesn?t justify/reflect the order books.

But with at the price now, it?s too hot. #iykyk
Operator done well for the week. Need to have another good rest for a month plus.
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Rightstock
Senior
21-Aug-2025 09:27     
 
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 Alert Admin 		I heard investors are very optimistic with the huge HDB construction in Kanji, Woodlands and Sembawang. The projects require alot of cement and precast concrete which HLA is the biggest player in SG.

ahberngh      ( Date: 21-Aug-2025 09:13) Posted:

HLA kee siow liow !! Reached 2.37  surprise.
What is brewing?
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ahberngh
Elite
21-Aug-2025 09:13     
 
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 Alert Admin 		HLA kee siow liow !! Reached 2.37  surprise.
What is brewing?
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Iceycoke
Senior
20-Aug-2025 17:07     
 
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 Alert Admin 		Omg Omg Omg? this is on fire? 218 done at closing. So tomorrow for Pullback or another day of fire? My guess, pullback.
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aragosta
Supreme
20-Aug-2025 15:37     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin 		.....Continuing from the post below....
Hong Leong Asia' s Solid Earnings Have Been Accounted For Conservatively

REWARDS HIGHLIGHTS 
= Trading at 48.5% below our estimate of its fair value
= Earnings are forecast to grow 15.12% per year
= Earnings grew by 12.5% over the past year
= Analysts in good agreement that stock price will rise by 30.6%

Hong Leong Asia Ltd' s recent earnings report didn' t offer any surprises, with the shares unchanged over the last week (as @ 20/8/25). 
We did some digging, and we think that investors are missing some encouraging factors in the underlying numbers.

Zooming In On Hong Leong Asia' s Earnings
In high finance, the key ratio used to measure how well a company converts reported profits into free cash flow (FCF) is the  accrual ratio
(from cashflow). The accrual ratio subtracts the FCF from the profit for a given period, and divides the result by the average operating assets 
of the company over that time. The ratio shows us how much a company' s profit exceeds its FCF.

As a result, a negative accrual ratio is a positive for the company, and a positive accrual ratio is a negative. While it' s not a problem to have a 
positive accrual ratio, indicating a certain level of non-cash profits, a high accrual ratio is arguably a bad thing, because it indicates paper profits 
are not matched by cash flow. To quote a 2014 paper by Lewellen and Resutek, " firms with higher accruals tend to be less profitable in the future" .

For the year to June 2025, Hong Leong Asia had an accrual ratio of -0.22. That implies it has very good cash conversion, and that its earnings in 
the last year actually significantly understate its free cash flow. Indeed, in the last twelve months it reported free cash flow of S$507m, well over the 
S$94.0m it reported in profit. Hong Leong Asia' s free cash flow improved over the last year, which is generally good to see.

Our Take On Hong Leong Asia' s Profit Performance
As we discussed above, Hong Leong Asia' s accrual ratio indicates strong conversion of profit to free cash flow, which is a positive for the company. 
Because of this, we think Hong Leong Asia' s underlying earnings potential is as good as, or possibly even better, than the statutory profit makes it seem! 
And the EPS is up 52% annually, over the last three years.

======

Another analysis view reinforcing what posted below.......

Strong Performance and Growth Prospects Drive Buy Rating for Hong Leong Asia
https://www.tipranks.com/news/ratings/strong-performance-and-growth-prospects-drive-buy-rating-for-hong-leong-asia-ratings#google_vignette
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aragosta
Supreme
20-Aug-2025 11:21     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin 		As I said, if you don' t have the skills to be a poker player, don' t try to talk the stock to fit your agenda...
talk up when you bought to contra, talk down when you short..... geeze, how have u not learn? want it to be 1.30....1.60.1.70....1.95.....when the stock is flying with momentum ?.... as I said, if it drops to $1.30, you dare to buy? Them black market people fingers are always faster than you..... so don' t hope openly if you have a selfish agenda,  juz do it quietly  like the gangsters ......
Remember: " When the black market people buy, they don' t say why   When they sell, they don' t tell"
And if you miss the boat, juz buy the dip when the stock is in consolidation...... get over it, the days of cha cha cha for this stock is over...... at least for this year
......as always dyodddd

Meanwhile..... some latest analysis talk....
 

Brokers Are Upgrading Their Views On Hong Leong Asia Ltd. With These New Forecasts​

Hong Leong Asia  shareholders will have a reason to smile today, with the analysts making substantial upgrades to this year' s forecasts. 
The analysts greatly increased their revenue estimates, suggesting a stark improvement in business fundamentals. Investor sentiment 
seems to be improving too, with the share price up 16% to S$2.15 over the past 7 days (" edited" ). It will be interesting to see if this latest 
upgrade is enough to kickstart further buying interest in the stock.
Following the upgrade, the most recent consensus for Hong Leong Asia from its three analysts is for revenues of S$5.2b in 2025 which, 
if met, would be a reasonable 6.9% increase on its sales over the past 12 months.  Per-share earnings are expected to leap 27% to S$0.16. 
Prior to this update, the analysts had been forecasting revenues of S$4.5b and earnings per share (EPS) of S$0.14 in 2025. There has definitely 
been an improvement in perception recently, with the analysts substantially increasing both their earnings and revenue estimates.


With these upgrades, we' re not surprised to see that the analysts like  UOBKayHian and DBS Research lifting their price targets by 80%  to 
S$2.63per share, and S$2.80 per share, respectively (" edited" ).

Looking at the bigger picture now, one of the ways we can make sense of these forecasts is to see how they measure up against both past 
performance and industry growth estimates. One thing stands out from these estimates, which is that  Hong Leong Asia is forecast to grow faster 
in the future than it has in the past, with revenues expected to display 14% annualised growth until the end of 2025.  If achieved, this would be a 
much better result than the 1.9% annual decline over the past five years. By contrast, our data suggests that other companies (with analyst coverage) 
in the industry are forecast to see their revenue grow 7.7% per year.  Not only are Hong Leong Asia' s revenues expected to improve, it seems that 
the analysts are also expecting it to grow faster than the wider industry.


The biggest takeaway for us from these new estimates is that analysts upgraded their earnings per share estimates, with improved earnings power 
expected for this year. Fortunately, analysts also upgraded their revenue estimates, and our data indicates sales are expected to perform better than 
the wider market. Given that the consensus looks almost universally bullish, with a substantial increase to forecasts and a higher price target, 
Hong Leong Asia could be worth investigating further.
 


 


 


aragosta      ( Date: 07-Aug-2025 08:42) Posted:

What is $1.80, $1.90 to HLA ?..... when my very good friend and mahjong kaki already said that ONE DAY , the stock would be worth AT LEAST 5 times more , when it was trading slightly above $0.50 juz a couple of years back......

Now suddenly every one talks and writes about HLA.... here, HLA is mentioned all over the place

UOBKH portfolio of alpha picks beats STI in July new top choices for Singapore
https://www.businesstimes.com.sg/companies-markets/capital-markets-currencies/uobkh-portfolio-alpha-picks-beats-sti-july-new-top-choices-singapore-malaysia-named?ref=article-bottom-most-popular

Hong Leong grows with the nation
https://www.businesstimes.com.sg/singapore/bt-sg60/hong-leong-grows-nation
 


aragosta      ( Date: 30-Jun-2025 13:41) Posted:

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aragosta
Supreme
19-Aug-2025 16:39     
 
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Yells: "BBs never say why when they buy; never tell when they sell"
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 Alert Admin

You can say this is from the horses&rsquo mouth&hellip &hellip ..

CHINA YUCHAI' S MARINE & POWER GENERATION ENGINES
The MTU Series 4000 engines, featuring robust design and optimal fuel consumption, offer wide applicability and are widely used for emergency power supply in safety-critical industries such as oil and gas, data centres and semiconductor factories.
https://www.cyilimited.com/applications/#:~:text=MARINE%20%26%20POWER%20GENERATION,-Yuchai' s%20Marine%20and& text=The%20MTU%20Series%204000%20engines,data%20centres%20and%20semiconductor%20factories.

Yuchai' s MTU Series 4000 engines are used in a variety of applications due to their versatility and high power output, including power generation, marine propulsion, rail locomotives, and oil & gas industries. They are known for their reliability, longevity, and ability to perform in extreme conditions. 

A detailed breakdown:
Power Generation:
  • Data centers, hospitals, airports, and other public utilities:  The Series 4000 provides reliable, continuous power for critical infrastructure. 
  • Emergency power for semiconductor factories:These engines ensure uninterrupted power supply for sensitive operations. 
  • Gas gensets:  The Series 4000 natural gas engines offer high power density and can be optimized for various applications, including those using hydrogen blending. 


Marine:
  • Fast yachts, patrol boats, and fire-fighting vessels:  The engines are favored for their performance, agility, and reliability in demanding marine environments. 
  • Diesel-electric submarines:  The Series 4000 is a preferred choice for this application. 


Rail:
  • Freight and passenger locomotives:  These engines are used to haul trains across diverse terrains and conditions, from icy wilderness to desert sandstorms. 


Other Applications:
  • Mining trucks:  The engines are powerful and efficient enough to handle the demands of heavy-duty mining operations. 
  • Oil and gas industry:  The Series 4000 is used in various applications within this sector. 
  • Generators and combined heat and power (CHP) plants:  The engines are versatile for both power generation and combined heat and power applications. 


The engines are known for their flexibility, with outputs ranging from 1,600 to 4,000 kVA (50 Hz) and 1,125 to 3,250 kWe (60 Hz). They are also recognized for their longevity, having accumulated over 250 million operating hours  according to Rolls-Royce plc. 
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