Highlights
KLSE: HLIND (3301)       HONG LEONG INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
8.89   +0.10 (1.14%)  8.80 - 8.98  221,000
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  5 people like this.
 
x3mg33 Thanks for the info @puppykitten.
27/09/2020 8:02 PM
SilverHawk Xgxgxg@ maybe low liquidity is the main factor. QLC related hold about 79% if i m not mistaken
28/09/2020 10:30 AM
xgxgxg That is my concern because founder hold too much interest in HLIND. Although I am very confident in the management and company prospect. But since founder is holding so much stake in the company and the company is holding so much cash which prevent shariah compliant funds acquiring stake in the company, my concern is that founder might try to privatise the company as a whole like he did before. He is also famous for buying companies cheap, so we might not be able to wait until the company is valued fairly in the public market and forced to comply to the lower price he offer if he were to privatised it
29/09/2020 1:03 AM
xgxgxg My hope is that the management is having plans on using their cash either through acquisition since YAMAHA is already a matured cash cow right now which will not grow significantly over the next 10 years since the industry growth is not big enough. There will be many chances in months to come after government supports on business stops. By then, HLIND should be able to identify good companies that is cheap for them to spend their money on. Or they can simply distribute more dividends to shareholders which will be great.
29/09/2020 1:21 AM
DreamCustodian Up 1.08%
29/09/2020 1:21 AM
DreamCustodian Okay also la
29/09/2020 1:21 AM
DreamCustodian Boleh juga la
29/09/2020 1:22 AM
DreamCustodian Very good
29/09/2020 1:22 AM
DreamCustodian Excellent
29/09/2020 1:22 AM
DreamCustodian Well done
29/09/2020 1:22 AM
DreamCustodian Congratulations
29/09/2020 1:23 AM
DreamCustodian Keep it up
29/09/2020 1:23 AM
SilverHawk xgxgxh@ I personally prefer company to spin off all other non Yamaha business, and fully focus on Yamaha. If so, dividend payout maybe will come to nearing 100%. Valuation in single business and full profit payout will be completely different from now.
On acquisition, not so easy to get a good business.
HL group good performing sector is only on Banking, Yamaha, Semiconductor. The rest is performing very badly.
29/09/2020 9:39 AM
kywoo Very well said SilverHawk. As far as Hong Leong Ind is concerned, just focus on the motorcycle business and dispose of all the building materials business. Too diversified a company is not necessary a good thing especially when company did not have a CEO for sometime. Furthermore be generous with dividend payout and the share price will fly.
29/09/2020 8:38 PM
limkokthye https://www.youtube.com/watch?v=A4Oarmtq3B0 (klci will be 0 soon)
29/09/2020 11:03 PM
PuppyKitten I email Yamaha as shareholder and they reply me as customer. Below are the reply :

Dear Customer,



Thank you for contacting Hong Leong Yamaha Motor Sdn. Bhd.



Our customer demand are higher than our expectation.



The manufacturing team are working their best to meet these demands and our production is also depending on the supplies from all of our authorized vendor.



The average waiting time could be up to 2 or 3 month, differs by the location as well as the customer waiting list for each shop. You probably could also check on the customer waiting list with a respective shop.





We appreciate and thank you for your interest towards Yamaha Product Range.

Thank you for your understanding.
30/09/2020 6:08 PM
limkokthye hli=holland industries, waiting to die company
07/10/2020 2:55 PM
Snowpiercer In a way, poor management team
13/10/2020 5:44 PM
Sardin How is Yamaha motorcycle sales in Malaysia for Sep 2020? I'm expecting EPS 20 sen per share for Q3.
20/10/2020 6:55 PM
Sardin I estimate it will be between 10 to 15 sen per share for Q3.
20/10/2020 7:02 PM
Sardin How to join AGM this time?
22/10/2020 6:31 PM
paulthesotong Well done record high 4 registered sales 30+ oct.
01/11/2020 9:41 PM
Sardin Where u got the news Paul?
02/11/2020 1:38 PM
paulthesotong Insider.....309xx units.
02/11/2020 4:25 PM
Sardin Hi Paul, do you mean sales of motorcycles or shares?
02/11/2020 6:52 PM
paulthesotong Jpj yamaha reg sales for oct 309XX units.
03/11/2020 2:14 AM
KML889 Meaning super millions profit is that it. Unfortunately the market doesn't think that way, still stuck in the swamp.
03/11/2020 10:45 PM
Snowpiercer Though smaller businesses, tiles and fibre board losses will drag. Very weak management under the younger brother.
04/11/2020 10:05 AM
Sardin Hi Paul, how about sales registered in Aug and Sep, do you have any figure?
04/11/2020 10:08 AM
Sardin If 309xx unit in Oct it is almost double of average monthly sales in 2020. Actually I'm expecting Q3 2020 result to be about the same but slightly lower than Q3 2019.
04/11/2020 10:27 AM
KML889 Feeling retard la this counter
06/11/2020 1:24 PM
KML889 If it's not for the impending 17 cents dividend, so long this dude
06/11/2020 1:38 PM
KML889 Sigh....my dumb holding albeit small. Always decoupling mode. Hello....it's already midday, time to wake up lo.
10/11/2020 1:13 PM
paulthesotong Sardin...yamaha reg 26k aug whereas sept 28k.
11/11/2020 1:36 PM
KML889 Wow, assuming TIV is 500k units this year then easily she commands >50% market share. That is good news if confirmed true
11/11/2020 3:00 PM
KML889 Hopefully another 17cents dividend coming in the next 2 weeks.
11/11/2020 4:14 PM
KML889 Looking at the price tag today, u know surely it's a super duper QR including dividend :)
12/11/2020 10:04 AM
Sohai Trader Anyone attended the AGM ? Any highlights?
12/11/2020 10:25 AM
RainT is it the hong leong cap listing got relate with share price up 6%

rarely HLIND will have this kind of share price up 6%
12/11/2020 11:55 AM
Thelastone Hlind 1q21 results can be super duper good due to pent up demand in Vietnam but usually company only give biskut kecit 15sen 1q div
12/11/2020 5:08 PM
x3mg33 would be lucky if can even get 15sen aduh
12/11/2020 8:32 PM
akc008 Looks like something is coming.
17/11/2020 9:09 PM
RainT what pent up demand in Vietnam ??

there is not lock down in Vietnam

life as normal

u want buy motorbike in Vietnam? any time u can buy it
18/11/2020 12:19 PM
x3mg33 Have a look at production and sales report across ASEAN region
http://www.fami-motorcycle.org/databases/

MASAAM= Malaysia
VAMM= Vietnam

VAMM reported domestic sales of 677k units in Q3Sept20 vs 518k units in Q4Jun20, 31% jump in sales units.

The million dollar Q is, which motor make in VN takes the lead of the 677k units.
18/11/2020 4:11 PM
x3mg33 also to add, VN domestic sales (units) YOY Sept20 decreased by c.400 units (17%) from 2.3mil units from Sept 19. Considering a covid19 disruption, the decrease is well within acceptable terms.
18/11/2020 4:39 PM
x3mg33 Q1 21 results.

https://malaysiastock.biz/Company-Announcement.aspx?id=1276171

pays 17sen

https://www.theedgemarkets.com/article/hong-leong-industries-returns-black-1qfy21
24/11/2020 9:31 PM
LongTermInvestor8 Will the market crash if budget 2021 cannot be passed this coming Thursday (26/10/2020)? These are the 4 possible scenarios:

1. Parliament will be dissolved and a snap election will be called
2. A state of Emergency in the whole country will be declared by YDPA
3. Muhyiddin will resign and YDPA will appoint an interim PM
4. YDPA will appoint a new PM who has majority MPs support. A new budget 2021 also will be tabled by the new appointed PM.

Will the market go down? Will it crash? Take profit now or wait?
25/11/2020 12:02 AM
PuppyKitten 50M profit for the quarter. Seems market rumours on production disruption is valid. Management also highlighted production disruption due to global supply chain is a concern.
I went for market visit days ago. About 40% of outlet have Yamaha ready stock now.
1. Production bqck to normal or company enlarged production capacity ?
2. The long waiting period is due to production disruption or over demand ?
3. Current ready stock and shorten waiting period is due to capacity expansion or demand softeness ?
4. Some customer swirched to Honda to avoid long waiting Q previously

On Vietnam, current quarter sales output is comparable to previous Q1 ( yoy ), just the profit was lower. We dunno y yamaha so successful previously but suddenly sank recently. Only what we know is Honda too dominant on most market.

For immediate future, Yamaha will still be underperforming in Vietnam. Just hope that situatuon will overturn in 6 to 12 months time under new CEO from india.

Moving forward, key things to expect from HLIND
1. Continue strengthen Malaysia Yamaha market.
2. Cost cutting measure on malaysia operation to boost profit ( we have seen good progress now )
3. Fjrther discontinue loss making unit.
4. Increase dividend payout ratio on big cash.

# i missed the agm. Can anyone pls provide input on agm details. Thks
25/11/2020 7:37 PM
Multibagger https://m-bagger.blogspot.com/2020/11/hong-leong-industries-what-is-plan.html
26/11/2020 1:02 PM
Sardin Note captured in AGM:
1. Going to launch new models in both Malaysia and Vietnam market and improve after-sale service to compete in the market.
2. Setting up e-commerce
3. There is a surge of demand for motorcycles from delivery services and switching from public transport to riding.
4. The purpose of the surge of investment in property, plant and equipment is for capacity expansion and development of new models.
26/11/2020 7:59 PM


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