Latest Forum Topics /
Hong Leong Asia
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Hong Leong Asia
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Observers
Elite |
19-Aug-2025 15:12
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Moreover you need high reliability under the most severe conditions. If your engine can survive long hours of off roading, it can probably survive operating thru an earthquake. | ||||||||||||||||||
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Secret_Squirrel
Elite |
19-Aug-2025 13:41
Yells: "Stay curious but skeptical" |
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Answer from co-pilot
Yuchai Series Genset - MG_Power   Yuchai generators are not limited to data centers &mdash they&rsquo re highly versatile and used across a wide range of industries and environments. 🔌 Primary Applications Beyond Data Centers
 
Yuchai offers a broad range of gensets &mdash from 10 KVA to 4000 KVA, including silent, mobile, and containerized types2. Their joint venture with MTU also produces high-horsepower engines tailored for demanding environments like AI data centers, but the core technology is adaptable across sectors. |
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Observers
Elite |
19-Aug-2025 13:33
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In the past can use smaller engines because the power draw is small. But with power hungry AI data centers you will need bigger engines with much higher horsepower.
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easywin
Supreme |
19-Aug-2025 13:28
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No need so long probably by end of this month
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shk363
Elite |
19-Aug-2025 13:25
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target $3 next month | ||||||||||||||||||
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aragosta
Supreme |
19-Aug-2025 13:05
Yells: "BBs never say why when they buy; never tell when they sell" |
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Actually I had written a lot on this throughout the thread....// but since you asked, specifically...... (no,   for this one, I didn' t write this, I juz copy and paste from the black market AI power generation notebook)   China Yuchai power generation engines are important to data centers and AI infrastructures, especially in the context of China' s growing AI industry and the need for reliable backup power solutions.  These engines are crucial for ensuring the continuous operation of data centers, which are essential for supporting AI workloads.  https://pubsonline.informs.org/do/10.1287/LYTX.2025.01.13/full/#:~:text=Data%20centers%20are%20crucial%20in%20housing%20the,managing%20the%20energy%20demands%20of%20these%20devices.
1)  Reliability: AI data centers require consistent and uninterrupted power to maintain their operations.  Yuchai' s engines, particularly those used in backup power systems, play a vital role in preventing downtime and ensuring stable energy supply.  https://www.twobirds.com/en/insights/2025/global/powering-ai-data-centres-challenges-and-opportunities#:~:text=Reliability:%20AI%20data%20centres%20have,Singaporean%20data%20centre%20sustainability%20legislation. 2)  Growing Market: With the rapid expansion of AI in China, the demand for data centers and their power needs is increasing significantly.  This surge in demand is driving the need for reliable and efficient power generation solutions, including those offered by China Yuchai. https://www.marketresearchfuture.com/reports/data-center-power-management-market-30137#:~:text=These%20technologies%20require%20significant%20amounts%20of%20computing,for%20reliable%20and%20efficient%20power%20management%20solutions. 3)  Domestic Substitution: China is actively working towards domestic substitution in various industries, including power generation for data centers.  Yuchai, as a domestic manufacturer, is positioned to benefit from this trend by supplying engines for these critical applications.  https://news.futunn.com/en/post/57306452/china-international-capital-corporation-the-large-diameter-engine-rides-the?level=1& data_ticket=1755573830136913
4)  Specific Engine Types: Yuchai produces high-horsepower engines, including those designed for data center applications, and their joint venture with MTU (MTU Yuchai Power) focuses on this segment.  These specialized engines command higher prices and are in high demand for data centers. 
https://www.nextinsight.net/story-archive-mainmenu-60/948-2025/16081-this-companys-riding-growth-in-construction-and-data-centre-power-generators-stock-rises-33#:~:text=This%20JV%20focuses%20on%20the,the%20projected%20capacity%20by%202030F.  
5) Market Growth:
CICC estimates that the market for large-bore diesel engines in China' s data centers could reach close to 10 billion yuan in 2025.  This growth is further fueled by the increasing power requirements of AI computing and the construction of new data centers. 
https://iee.psu.edu/news/blog/why-ai-uses-so-much-energy-and-what-we-can-do-about-it#:~:text=AI%2C%20particularly%20large%20language%20models,leading%20to%20high%20electricity%20consumption. 6)  AI-Driven Demand: The AI boom in China is significantly impacting the demand for data centers.  The need for processing massive datasets and training AI models requires powerful computing resources, which in turn drives the need for robust and reliable power solutions. 
https://www.cnbc.com/2025/02/14/how-chinas-deepseek-could-boost-the-already-booming-data-center-market.html#:~:text=The%20emergence%20of%20cheaper%20and,betting%20would%20continue%20to%20boom.  
7) Green Data Center Standards:
China is also pushing for green data centers with renewable energy requirements.  This trend may influence the types of power solutions, including backup generators, that are used in data centers. 
https://www.scmp.com/economy/china-economy/article/3313194/china-hopes-power-ai-boom-green-energy-new-data-centre-strategy  
In essence, China Yuchai' s power generation engines are becoming increasingly important as China' s AI industry grows, requiring reliable and scalable power solutions for its data centers.  They are well-positioned to capitalize on the rising demand for these engines, both within China and potentially in neighboring regions. Especially Malaysia, Indonesia and Singapore!
https://datacentremagazine.com/news/rolls-royce-launches-new-data-centre-engine-in-china
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ozone2002
Supreme |
19-Aug-2025 11:06
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DBS Research Hong Leong Asia  (Maintain BUY with higher TP of SGD2.80) &ndash Fuelled by powertrain solutions Powertrain solutions profit up 56.4% y/y  Building material segment experienced temporary dip due to capacity replacement delays anticipate pick-up by year end  Interim dividend doubled y/y to 2.0 Scts on the back of higher profits and stronger net cash position |
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ozone2002
Supreme |
19-Aug-2025 09:36
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Last:2.04        +0.091st target price approaching
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Observers
Elite |
19-Aug-2025 09:17
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Has this stocks become a AI infrastructure play? Making super high quality back up generators for the massive AI data center build out? | ||||||||||||||||||
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Iceycoke
Senior |
19-Aug-2025 09:06
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First milestone hits! After today/tomorrow, this will be in sleep mode for another couple of weeks. | ||||||||||||||||||
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Rightstock
Senior |
19-Aug-2025 09:06
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$2.02!!!!! Well done HLA. 
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shk363
Elite |
18-Aug-2025 21:04
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every pull back is a buying opportunity
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Iceycoke
Senior |
18-Aug-2025 15:00
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tomorrow hit 2.00 or pull back?  | ||||||||||||||||||
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Iceycoke
Senior |
13-Aug-2025 17:40
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It is to no surprise that it is sell on news and buy on rumors. *Hindsight comment*  I was expecting it to hit 1.79 as to cover the gap that happened on Monday but it went further down to 1.70. Good as well for me to enter for my next journey.  Hopefully, there will be a aromatic cup of coffe with a nice handle that fits in my thumb to sip sip to the next level of price. #iykyk |
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Kilatkilat
Veteran |
13-Aug-2025 15:51
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This is another stock price run too fast ahead of earning potential like Oiltek.. double my short on this! | ||||||||||||||||||
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ahberngh
Elite |
13-Aug-2025 09:47
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Probably contra players get killed by bbs or shortists at work, take your pick. |
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ahberngh
Elite |
13-Aug-2025 09:45
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Good set of results, price dropped. This is SGX!!! |
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Rightstock
Senior |
13-Aug-2025 09:43
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Slow but steady climbing back. | ||||||||||||||||||
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Newcomer19707016
Veteran |
13-Aug-2025 09:39
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Why dropped so much? | ||||||||||||||||||
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Iceycoke
Senior |
13-Aug-2025 09:15
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Yes! Price entered! | ||||||||||||||||||
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