Highlights
KLSE: HLIND (3301)       HONG LEONG INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
10.50   -0.10 (0.94%)  10.34 - 10.60  10,900
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Overview

Market Cap: 3,443 Million
NOSH: 328 Million
Avg Volume (4 weeks):26,235
4 Weeks Range:10.12 - 10.98
4 Weeks Price Volatility (%):
44.19%
52 Weeks Range:8.42 - 11.60
52 Weeks Price Volatility (%):
65.41%
Average Price Target: 8.63
Price Target Upside/Downside: -1.87

Financial Highlight

Latest Quarter | Ann. Date 30-Jun-2019 [#4]  |  29-Aug-2019
Next QR | Est. Ann. Date: 30-Sep-2019  |  12-Nov-2019
T4Q P/E | EY: 10.53  |  9.50%
T4Q DY | Payout %: 4.56%  |  47.98%
T4Q NAPS | P/NAPS: 4.9603  |  2.12
T4Q NP Margin | ROE: 14.88%  |  20.11%

Headlines

Date Subject
02-Aug-2019 下跌股:丰隆工业RM10.70支撑
30-Apr-2019 Hong Leong Industries Berhad (KLSE) #FundamentalDaily - YAPSS
19-Feb-2019 Mplus Market Pulse - 19 Feb 2019
15-Jan-2019 Mplus Market Pulse - 15 Jan 2019
15-Jan-2019 Kenanga Technical Watch - 15/1/2019
17-Dec-2018 Trading Stocks - Hong Leong Industries
24-Oct-2018 [转贴] FB LIVE : Sharix股理悟道 : KLCI跌破1,700点,小型股熊得可怜,HLIND为何不动如山??
24-Sep-2018 上升股:丰隆工业阻力RM11.40

Business Background

Hong Leong Industries Bhd is a Malaysia-based company that primarily operates through two segments. The company’s consumer products segment manufactures, assembles, and markets consumer products, including motorcycles, scooters, and related parts, and produces ceramic tiles. The industrial products segment produces and distributes industrial products comprising fibre cement and concrete roofing products. The company also has associates that are involved in motorcycle manufacturing and distribution, as well as newsprint manufacturing and marketing. Hong Leong Industries generates the majority of its revenue from the Malaysian domestic market.
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  5 people like this.
 
RainT get capital gains and get dividend also
05/07/2019 7:03 PM
kywoo It is really tempting for the controlling shareholders to privatize the company as the traded price of 11.40 is way below the average reasonable PE of 15 to 18. The projected earning of 1.10 give Hong Leong Ind a PE of only 10.2. As the share is not traded actively, it is easy for anyone to push pricre down on negative news such as delisting from Shariah compliance index. In fact price went down to as low as 8.40 few months ago. I am glad to read in the paper today that BURSA may follow the new rule of Singapore Exchange whereby the offeror must offer a reasonable price in order to privatize a good company especially when the company is flushed with cash. Hong Leong Ind has over a billion in cash and a EPS of 1.10. To me it should be trading at least at a PE of 16. I wonder why the fund managers cannot see that.
17/07/2019 10:55 AM
kingJ It's a rich man's game. In my opinion the majority shareholder is doing their best to keep the price low so that if they decide to make it private they don't have to pay so much. Same as Oriental also.
17/07/2019 11:30 AM
Junichiro Fund managers are not interested probably due to its low free float.
17/07/2019 12:07 PM
kariwong9394 at this trade war situation , old man stock is a steady stock for keep...

good dividend, and not much fluctuation...
05/08/2019 2:52 PM
limkokthye dji drop 800 points, hli also sure follow to die
15/08/2019 8:29 AM
sosfinance DJIA dropped 2%, HLI dropped 3.7% to RM10.54, may be a good time to accumulate. Hopeful that more delivery bikes uses Yamaha in the future, be it in Malaysia or Vietnam.
15/08/2019 6:02 PM
shpg22 Another superb quarter from HLIND. FCF hit record high.
29/08/2019 6:39 PM
x3mg33 Share from an associate company (yamaha VN) has dropped significantly q-o-q. Big question... why
29/08/2019 7:09 PM
chamlo Buy high sure lose where got sure win haha.
29/08/2019 9:06 PM
chamlo Profit down 25% YOY. Below RM 10?
29/08/2019 9:08 PM
kywoo No no no. Don't forget that net profit last quarter in 2018 was boosted by write back from provision in MNI. Adjusting for the write back the EPS of 104 sens for 2019 is in fact higher than the EPS of 2018. The drop in contribution from Vietnam' is more than compensated by the boom in Yamaha sales in Malaysia. EPS has actually improved by 8% for 2019.
29/08/2019 10:58 PM
kywoo To me Hong Leong Ind is still a very good buy at current price. PE is only 10 while some shares are trading at over 50.
29/08/2019 11:00 PM
shpg22 More important is DY of >4% is almost guaranteed by its strong FCF
29/08/2019 11:13 PM
vegebird chamlo dont know how to read report
30/08/2019 9:04 AM
shpg22 Learn to read the report. Not just raw net profit figure which can be manipulated or misrepresented.
30/08/2019 9:37 AM
kywoo There was a write back of RM 60 million in 2018 for MNI loss provision. Hence, the actual profit for 2018 should read RM 274 million and not RM 334 million. The actual profit in 2019 is 19% increase over that of 2018. The shortfall in Vietnam contribution is more than compensated by substantial increase in Yamaha sales in Malaysia.
30/08/2019 9:49 AM
shpg22 Thankx. Well explained. FY19 Revenue, Net Profit & FCF all are at record high.
30/08/2019 10:07 AM
kywoo If in near future Yamaha sales in Vietnam picks up again then the profit of Hong Leong Ind will jump to new record high year after year. The prospect is indeed very bright.
30/08/2019 10:18 AM
RainT in Vietnam , most people use Honda

Yamaha is less popular

and share of Vietnam Yamaha is just associate only
30/08/2019 4:07 PM
RainT only the free cash flows is record high

the sales, profit and cash is not record high
30/08/2019 4:10 PM
RainT oh the write back

Then is correct
30/08/2019 4:10 PM
shpg22 Not to mention record dividend payout.
30/08/2019 7:23 PM
alone4awhile what is MNI loss provision? Why need deduct 60 mil from profit of 2018.
01/09/2019 1:48 AM
kywoo MNI is a company doing recycling of old newspapers into usable newsprint. It was not doing well and the company had to be closed down. Since Hong Leong Ind has a 30% investment in the company it has to provide for its share of the total loss for 2017. However some party decided to take over MNI in 2018 and Hong Leong Ind managed to recover RM 60 million from this takeover. Hence in 2018 RM 60 million was written back as extraordinary profit. This resulted in 2018 profit of Hong Leong Ind inflated by RM 60 million.
02/09/2019 5:20 AM
shpg22 Dunno which idiots keep dumping the share at lower price. Now DY is near 5%, better than REIT
03/09/2019 4:32 PM
sell 8.5-9 pls come.
04/09/2019 3:40 AM
sell Actual profit inflated so must deduct RM 60 million?

kywoo MNI is a company doing recycling of old newspapers into usable newsprint. It was not doing well and the company had to be closed down. Since Hong Leong Ind has a 30% investment in the company it has to provide for its share of the total loss for 2017. However some party decided to take over MNI in 2018 and Hong Leong Ind managed to recover RM 60 million from this takeover. Hence in 2018 RM 60 million was written back as extraordinary profit. This resulted in 2018 profit of Hong Leong Ind inflated by RM 60 million.
02/09/2019 5:20 AM
04/09/2019 3:41 AM
poorkid 9 pls come I support govn.
04/09/2019 3:14 PM
yklip owner owns too much of this company and low liquidity. no fund manager wants to look at it that's why the pe is so low. i have to admit that this company should be priced higher
05/09/2019 9:54 AM
shpg22 If fund manager in, easily 2-3x the price. Look at NESTLE, QL, DIALOG. Overly inflated. Result below par compare with HLIND.
05/09/2019 11:26 AM
Godevil Don't get it why ppl throwing this gem, current yield 4.85% and potential to increase as its holding so much cash. Shake head.
06/09/2019 3:19 PM
cheechia_g Yamaha M coming sale Yoy increase about 24%. Qoq increase 11%. Hlym also invest to bulit other assembly line to push up quantity. push up quantity
06/09/2019 3:44 PM
RainT seem now on down trend

prepare to collect more
06/09/2019 4:34 PM
yklip ppl throwing then it's good time to accumulate. if you know your stuff well then you dont have to worry why ppl is throwing
06/09/2019 4:38 PM
sosfinance Market Cap is about RM3.3b less RM1.0b, net cash is RM2.3b. Net profit average is RM350m to RM400, PE is about 7x, with likely special dividend in the future, DY will exceed 4.7% p.a. and also good upside from PE (net cash of 7x). Not the best defensive stocks, but one of the best.
06/09/2019 10:10 PM
freddiehero wan lau.. tsunami
06/09/2019 10:39 PM
sosfinance Yamaha Malaysia is doing well, while Yamaha Vietnam sales dropped about 20% 1H19, waiting for next few months to see if its two new models will take off.
12/09/2019 8:07 AM
RainT In Vietnam , Yamaha is not the popular brand, HONDA more popular

and Yamaha VN is just associate company of HLIND only , if any profit also a fraction only
16/09/2019 2:24 PM
stockraider Even honda more popular than yamaha here in msia loh....!!

Posted by RainT > Sep 16, 2019 2:24 PM | Report Abuse

In Vietnam , Yamaha is not the popular brand, HONDA more popular

and Yamaha VN is just associate company of HLIND only , if any profit also a fraction only
16/09/2019 2:26 PM
Guilefighter do you have any data to support that honda more popular in malaysia?
16/09/2019 3:11 PM
Guilefighter from what i see from hlind quarter report, yamaha sales malaysia increased, meaning overtake others share market
16/09/2019 3:14 PM
freddiehero wan lau.. join into hospital market ya.
16/09/2019 10:37 PM
freddiehero weldone..
16/09/2019 10:37 PM
sosfinance For Info only:
Malaysia. Yamaha is leader in a market grown 20% in the first half of 2019 (based on motor cycle data) In fact, in the first half 2019, Yamaha has sold 92.693 units (+8.3%) with 36% of market share, while in second place Honda sold 79.800 two-wheelers (+24%).

Vietnam, many already know Honda is the leader, but Yamaha is the main challenger. Vietnam market is huge, about 1.5 million for first half of 2019. There is room for Yamaha to grow, thanks to the pie is growing. Sales goes up and down, sometime depends timing of new models and acceptance. Honda may dominate now, that does not mean it will dominate forever.
17/09/2019 12:59 AM
4444 Agree. Economy not good why must change motorbike? Continue use old 1 ma.

Posted by stockraider > Sep 16, 2019 2:26 PM | Report Abuse

Even honda more popular than yamaha here in msia loh....!!
Posted by RainT > Sep 16, 2019 2:24 PM | Report Abuse
In Vietnam , Yamaha is not the popular brand, HONDA more popular
and Yamaha VN is just associate company of HLIND only , if any profit also a fraction only
17/09/2019 2:46 PM
RainT @freddiehero

the hospital biz is under his persoanl ya

not relate with HLIND at all
19/09/2019 11:06 AM
bankrupt Govn bankrupt where got $ to change motorbike? Sell before get worse.
20/09/2019 12:45 PM
cheechia_g Economy not good, people will sell car to and motorcycle.
20/09/2019 6:23 PM
RainT Economy bad ,people no money buy car

so will buy motorbike instead
23/09/2019 2:45 PM


 

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