Highlights
KLSE: HLIND (3301)       HONG LEONG INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
10.20   +0.06 (0.59%)  10.10 - 10.20  37,100
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Overview

Market Cap: 3,345 Million
NOSH: 328 Million
Avg Volume (4 weeks):97,682
4 Weeks Range:9.50 - 10.24
4 Weeks Price Volatility (%):
94.59%
52 Weeks Range:9.08 - 10.60
52 Weeks Price Volatility (%):
73.68%
Average Price Target: 8.63
Price Target Upside/Downside: -1.57

Financial Highlight

Latest Quarter | Ann. Date 31-Dec-2017[#2]  |  05-Feb-2018
Next QR | Est. Ann. Date: 31-Mar-2018  |  25-Apr-2018
T4Q P/E | EY: 24.88  |  4.02%
T4Q DY | Payout %: 4.16%  |  103.48%
T4Q NAPS | P/NAPS: 4.1905  |  2.43
T4Q NP Margin | ROE: 8.01%  |  9.79%

Headlines

Date Subject
14-Feb-2018 下跌股:丰隆工业RM9.84支撑
05-Jan-2018 SOS Hong Leong Industries has been forgotten? Part 1
10-Nov-2017 Mplus Market Pulse - 10 Nov 2017
18-Aug-2017 Mplus Market Pulse - 18 Aug 2017
17-Aug-2017 HLIND 2017财政年最后一季血亏92m?! ~WSWT~
02-Aug-2017 马新闻纸工业清盘.首要媒体摆脱包袱
02-Aug-2017 Mplus Market Pulse - 2 Aug 2017
26-Apr-2017 Mplus Market Pulse - 26 Apr 2017
07-Apr-2017 Mplus Market Pulse - 7 Apr 2017

Business Background

Hong Leong Industries Berhad (HLI) is a Malaysia-based investment holding company. The activities of the Company's subsidiaries include manufacturing, assembling, testing and sale of integrated circuits, semiconductor devices, electronic components and lead frames, manufacture and assembly of motorcycles, scooters and related parts and products, distribution of motorcycles and motorcycle components, and manufacture and sale of ceramic tiles. The Company's associated companies are involved in the manufacture and assembly of motorcycles, motorcycle engines and spare parts and manufacture and sale of newsprint and related paper products. Its subsidiaries include Guocera Holdings Sdn Bhd, Guocera Tile Industries Sdn Bhd and Guocera Marketing Singapore Pte Ltd. The Company operates in four business segments: semiconductor, motorcycles, building materials and others.
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  4 people like this.
 
aikinlai Any selling presure due to this qtr result plus dow jones slump 270 point...is a opportunity. At leasf below rm 9.00
18/08/2017 08:14
Bizfuneng Haha.....if lower den 9.00. Eagerly waiting.
18/08/2017 08:23
MATB top up 9.50 ^_^
18/08/2017 09:07
Pinky Aiyoyo
18/08/2017 09:11
MATB top up 9.51
18/08/2017 09:14
lkoky wheres the selldown?
18/08/2017 09:24
MATB 2 Aug press release already trigger first round sell down. Today closing, slight chance green closing.
18/08/2017 09:37
MATB HLIND banker, very smart player, no rush buy, absorb at low, no rush pull up. this is quite a marathon play
18/08/2017 09:40
mudwyx RM9? I cannot even buy at 9.50
18/08/2017 09:44
Bizfuneng I naik by bid to 9.30. Hope got sai chai selling later. In fact for full year there is an increase of at least 10% on net profit, >80 sen per share.
18/08/2017 10:48
MATB still the word: MNI impairment is Pure Accounting Loss. Nothing impact HLIND.
It is like a parasit inside a healthy body. No impact to healthy body, but it sucks the nutrient from the body bit by bit. Once the healthy body finally and successfully kick out the parasit, the healthy body become healthier ^_^
18/08/2017 11:16
Fabien Extraordinaire at 33 sen eps, PE is 28x+. a point to ponder
18/08/2017 11:28
apolloang mflour lower profit down more than hli which posted losses.....where got fairness in bursa? penipu besar ini bursa
18/08/2017 11:53
Bizfuneng MATB, tq full good clear explanation.
18/08/2017 12:02
MATB Motorcycle (Malaysia + Vietnam ) = 77.8% of profit
Guacera 14.5%
Industrial Product = 7.5%
# Figures is approximately round up

For consumer segment ( Motorcycle + Guacera ),
Motorcycle 占了 84%, Guacera 16%

Some note:
Yamaha Malaysia
2004 = below 25% market share
2017 = 40% market share, Honda 25%

Yamaha Vietnam
2017
25% Market share
Honda Vietnam 70% market share

如果Yamaha Vietnam重演Yamaha Malaysia 的一幕, from market no 2 to No 1, Vietnam 的空间超级大, 现在才 25% market share
Yamaha Vietnam sales CAGR 33% for the last 3 years....

2017 Q4 QR, Associate contribution = 40% of HLind total NET PROFIT
associate: mostly from Vietnam, some from malaysia
19/08/2017 20:00
MATB No more durian ^_^
22/08/2017 09:14
MATB 丰隆工业
疯龙要攻月了
22/08/2017 09:45
moneypedia Seems massive losses here...
25/08/2017 22:01
MATB Recovered from MNI scare ^_^
30/08/2017 17:12
s3eve should sustain.
20/09/2017 12:24
ktwoo88 bought 9.36
25/09/2017 15:49
stockfever Does anyone has any idea why is this stock come under selling pressure lately?
25/09/2017 16:26
MATB desparate seller cash out
25/09/2017 18:00
stockfever Thanks MATB. I guess so..
26/09/2017 09:09
newz88 hi guys. i'm a newbie here.. is this HLIND worth to buy now at current price?
27/09/2017 20:32
ktwoo88 bought some 9.13 for next QR
28/09/2017 15:21
Pinky What is happening???
28/09/2017 16:37
newz88 yeah.. what is happening? dropping so drastically?
28/09/2017 20:32
x3mg33 Q1 2018 results: http://www.bursamalaysia.com/market/listed-companies/company-announcements/5597973
09/11/2017 18:16
x3mg33 Spectacular results, EPS 26sens for Q1
09/11/2017 18:17
MATB superb !!
09/11/2017 21:07
Woo Khai Thim TP12.00
10/11/2017 09:07
Pinky Wow great!
10/11/2017 10:46
Tradewinds Whats with the sell off?
30/11/2017 16:53
x3mg33 Just noise...i wouldn't worry too much about it. if fundamentals are strong, you can sleep soundly with this counter.
30/11/2017 17:07
Tradewinds Agree. Huge potential upside if you discount the MNI impairment loss last qtr. Ticks all the fundamental boxes.Also realised huge play by less than a handful of traders with multiple lots. Just wondering if somethings brewing and they know something we don't?
01/12/2017 01:15
ykloh The ways the country is going, many using car now will have to switch to motorcycle !
01/12/2017 14:28
ykloh The ways the country is going, many using car now will have to switch to motorcycle !
01/12/2017 14:28
sosfinance DY is 5%.

PE range is 8-13x, coming FYE is 8x (net of RM512m net cash).

Business prospects is good (Yamaha - local and Vietnam).
18/01/2018 18:40
x3mg33 value buy
19/01/2018 14:17
Khai Thim Woo Good result, 82.94m for 2nd quarter
05/02/2018 19:53
kywoo The sales and profit figures that just came out from the second quarter is very impressive but widely expected. For the second quarter, sales grow by 12.6% while net profit up by 26%. EPS is up 20% (after netting out minority interest)For the half year results, sales is up 12% and net profit up 28%. EPS is up 23%. Based on first half year performance the EPS for financial year ending 2018 should be at least 1.10. At current market price the company is trading at a prospective PE of around 8.5 or so. We can expect dividend to increase accordingly to 55 sens per share (that is we are assuming the board is reasonable to minority shareholders and not hoard cash in the kitty) Looking at the profit contribution from the motorcycle business the local sales and profit are very impressive. Profit from local motorcycle business for half year increased by 50% while the Vietnam profit increased by 4.7%. All in all the motorcycle profit contributes more than 90% of overall group profit.The motorcycle business will be the money spinner and cash cow for the group for many years to come. The building materials business will continue to decline in terms of contribution despite high sales volume. What is even more fantastic about the balance sheet of the company is its net cash position (cash in bank less bank borrowing). It has now increased from RM 425 million from 6 months ago to RM 568 million. If the Board is really generous it can even declare a special dividend of 50 sens or so without any problem because by June 2018 the cash will go up even further.( I am hopeful they will look into this) I can say with confidence that Hong Leong Industries is one of the best buy in the market at the current price.
06/02/2018 11:27
x3mg33 @kywoo good write up!
06/02/2018 14:08
ongkkh kywoo, i like your comment. Please come more often to i3investor.
06/02/2018 21:36
EngineeringProfit Aiyo.......sold a bit too early to lock in profits.....(sigh)

....Looks like more $$$$$ coming, huh?
08/02/2018 16:17
sosfinance Good fundamental stock with growth. Currently undervalue due to one off impairment. Making about more than RM330m p.a. this FYE.
08/02/2018 18:10
EngineeringProfit Yes, SOS. See if can get a good discount to get back this stock today....
09/02/2018 07:19
EngineeringProfit Looks like a day after 'good bye' becomes a 'good buy'day

Profitable,huh
09/02/2018 10:39
Anthem2 That one off impairment is masking its true intrinsic value. Factor in the average EPS growth, look at it's EV multiples and price to free cash flow ratio, you've got a gem that's moving under everyone's radar.
10/02/2018 13:47
LeeFoundation Now looking actively at Petronm for its low pe high net cash biz.

Anything below 13 is still a good and fair valuation for Petronm. Look at just the fcf alone, smart investors will not easily let this counter go off from their radar.
12/02/2018 15:22


 

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