Highlights
KLSE: HLIND (3301)       HONG LEONG INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
7.54   0.00 (0.00%)  0.00 - 0.00  0
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Financials


Market Cap: 2,472 Million

Market Cap 2,472 Million
NOSH 328 Million

Latest Audited Result:  30-Jun-2020

Latest Audited Result: 30-Jun-2020
Announcement Date 07-Oct-2020
Next Audited Result: 30-Jun-2021
Est. Ann. Date: 07-Oct-2021
Est. Ann. Due Date: 27-Dec-2021

Latest Quarter:  30-Jun-2020 [#4]

Latest Quarter: 30-Jun-2020 [#4]
Announcement Date 26-Aug-2020
Next Quarter: 30-Sep-2020
Est. Ann. Date: 26-Nov-2020
Est. Ann. Due Date: 29-Nov-2020
QoQ | YoY   -151.40%  |    -137.01%

Annual (Unaudited) ( EPS: 51.64, P/E: 14.60 )

Revenue | NP to SH 2,313,482  |  169,318
RPS | P/RPS 705.54 Cent  |  1.07
EPS | P/E | EY 51.64 Cent  |  14.60  |  6.85%
DPS | DY | Payout % 40.23 Cent  |  5.34%  |  77.92%
NAPS | P/NAPS 5.12  |  1.47
YoY   -48.23%
NP Margin | ROE 10.35%  |  10.09%
F.Y. | Ann. Date 30-Jun-2020  |  26-Aug-2020

T4Q Result ( EPS: 51.66, P/E: 14.59 )

Revenue | NP to SH 2,457,129  |  169,408
RPS | P/RPS 749.35 Cent  |  1.01
EPS | P/E | EY 51.66 Cent  |  14.59  |  6.85%
DPS | DY | Payout % 40.22 Cent  |  5.33%  |  77.85%
NAPS | P/NAPS 5.12  |  1.47
QoQ | YoY   -39.26%  |    -48.21%
NP Margin | ROE 9.74%  |  10.10%
F.Y. | Ann. Date 30-Jun-2020  |  26-Aug-2020

Annualized Result ( EPS: 51.64, P/E: 14.60 )

Revenue | NP to SH 2,313,482  |  169,318
RPS | P/RPS 705.54 Cent  |  1.07
EPS | P/E | EY 51.64 Cent  |  14.60  |  6.85%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   -36.18%  |    -48.23%
NP Margin | ROE 10.35%  |  10.09%
F.Y. | Ann. Date 30-Jun-2020  |  26-Aug-2020


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
30-Jun-2020 26-Aug-2020 30-Jun-2020 4 311,112 -11,004 -25,520 -29,572 - 1,677,336 - % -8.20% -1.76% 314,108 99.05 94.88 -9.41 -9.02 0.00 0.00 5.3400 5.12   -151.40%   -137.01% 30-Jun-2020 8.01 8.09 -85.08 1.50 -1.18% 0.00% 26-Aug-2020 7.62 7.69 -80.94 1.43 -1.24% 0.00%
30-Jun-2020 22-May-2020 31-Mar-2020 3 621,889 98,914 77,543 57,529 78,502 1,780,442 136.46% 12.47% 3.23% 314,011 198.05 189.66 18.32 17.54 25.00 23.94 5.6700 5.43   -26.34%   -36.36% 31-Mar-2020 7.54 3.81 41.16 1.33 2.43% 3.32% 22-May-2020 8.16 4.12 44.54 1.44 2.25% 3.06%
30-Jun-2020 26-Feb-2020 31-Dec-2019 2 746,890 127,213 102,537 78,100 - 1,720,681 - % 13.73% 4.54% 313,993 237.87 227.78 24.87 23.82 0.00 0.00 5.4800 5.25   23.28%   -9.96% 31-Dec-2019 10.42 4.38 41.89 1.90 2.39% 0.00% 26-Feb-2020 9.40 3.95 37.79 1.72 2.65% 0.00%
30-Jun-2020 26-Nov-2019 30-Sep-2019 1 777,238 109,069 84,881 63,351 53,378 1,692,422 84.26% 10.92% 3.74% 313,993 247.53 237.03 20.18 19.32 17.00 16.28 5.3900 5.16   -20.72%   -9.56% 30-Sep-2019 10.32 4.17 51.15 1.91 1.96% 1.65% 26-Nov-2019 10.64 4.30 52.74 1.97 1.90% 1.60%
30-Jun-2019 29-Aug-2019 30-Jun-2019 4 681,095 127,240 101,586 79,904 - 1,626,483 - % 14.92% 4.91% 313,993 216.91 207.71 25.45 24.37 0.00 0.00 5.1800 4.96   -11.61%   -25.01% 28-Jun-2019 11.28 5.20 44.33 2.18 2.26% 0.00% 29-Aug-2019 10.50 4.84 41.26 2.03 2.42% 0.00%
30-Jun-2019 28-May-2019 31-Mar-2019 3 693,526 138,436 113,462 90,396 109,866 1,657,407 121.54% 16.36% 5.45% 313,903 220.94 211.50 28.80 27.57 35.00 33.51 5.2800 5.05   4.22%   42.95% 29-Mar-2019 9.96 4.51 34.59 1.89 2.89% 3.51% 28-May-2019 10.76 4.87 37.36 2.04 2.68% 3.25%
30-Jun-2019 18-Feb-2019 31-Dec-2018 2 702,847 127,255 106,224 86,739 - 1,566,550 - % 15.11% 5.54% 313,938 223.88 214.35 27.63 26.45 0.00 0.00 4.9900 4.78   23.83%   4.58% 31-Dec-2018 8.50 3.80 30.76 1.70 3.25% 0.00% 18-Feb-2019 9.42 4.21 34.09 1.89 2.93% 0.00%
30-Jun-2019 12-Nov-2018 30-Sep-2018 1 672,914 107,843 88,025 70,046 47,061 1,534,213 67.19% 13.08% 4.57% 313,745 214.48 205.22 22.33 21.36 15.00 14.35 4.8900 4.68   -34.26%   -14.43% 28-Sep-2018 10.64 4.96 47.66 2.18 2.10% 1.41% 12-Nov-2018 10.56 4.92 47.30 2.16 2.11% 1.42%
30-Jun-2018 28-Aug-2018 30-Jun-2018 4 603,604 131,948 122,737 106,554 - 1,471,498 - % 20.33% 7.24% 312,420 193.20 184.08 34.11 32.50 0.00 0.00 4.7100 4.49   68.50%   201.90% 29-Jun-2018 11.36 5.88 33.31 2.41 3.00% 0.00% 28-Aug-2018 11.46 5.93 33.60 2.43 2.98% 0.00%
30-Jun-2018 24-Apr-2018 31-Mar-2018 3 637,625 97,401 80,593 63,236 99,196 1,413,545 156.87% 12.64% 4.47% 309,988 205.69 194.46 20.40 19.28 32.00 30.25 4.5600 4.31   -23.76%   -14.80% 30-Mar-2018 10.88 5.29 53.33 2.39 1.87% 2.94% 24-Apr-2018 11.00 5.35 53.92 2.41 1.85% 2.91%
30-Jun-2018 05-Feb-2018 31-Dec-2017 2 632,311 117,504 99,552 82,944 - 1,374,095 - % 15.74% 6.04% 309,481 204.31 192.83 26.77 25.30 0.00 0.00 4.4400 4.19   1.33%   20.79% 29-Dec-2017 9.69 4.74 36.16 2.18 2.77% 0.00% 05-Feb-2018 9.50 4.65 35.45 2.14 2.82% 0.00%
30-Jun-2018 09-Nov-2017 30-Sep-2017 1 629,426 117,544 99,470 81,859 46,443 1,356,161 56.74% 15.80% 6.04% 309,626 203.29 191.95 26.44 24.96 15.00 14.16 4.3800 4.14   178.28%   26.39% 29-Sep-2017 9.40 4.62 35.55 2.15 2.81% 1.60% 09-Nov-2017 9.80 4.82 37.07 2.24 2.70% 1.53%
30-Jun-2017 17-Aug-2017 30-Jun-2017 4 569,012 -92,713 -92,549 -104,569 - 1,269,175 - % -16.26% -8.24% 309,555 183.82 173.53 -33.78 -31.89 0.00 0.00 4.1000 3.87   -240.88%   -250.47% 30-Jun-2017 10.14 5.52 -30.02 2.47 -3.33% 0.00% 17-Aug-2017 9.78 5.32 -28.95 2.39 -3.45% 0.00%
30-Jun-2017 25-Apr-2017 31-Mar-2017 3 585,824 102,602 87,147 74,223 92,691 1,476,881 124.88% 14.88% 5.03% 308,971 189.60 178.66 24.02 22.64 30.00 28.27 4.7800 4.50   8.09%   26.55% 31-Mar-2017 9.37 4.94 39.00 1.96 2.56% 3.20% 25-Apr-2017 9.75 5.14 40.59 2.04 2.46% 3.08%
30-Jun-2017 06-Feb-2017 31-Dec-2016 2 561,525 90,979 79,052 68,667 - 1,401,257 - % 14.08% 4.90% 308,647 181.93 171.25 22.27 20.94 0.00 0.00 4.5400 4.27   6.02%   -7.52% 30-Dec-2016 9.40 5.17 42.25 2.07 2.37% 0.00% 06-Feb-2017 9.76 5.36 43.87 2.15 2.28% 0.00%
30-Jun-2017 08-Nov-2016 30-Sep-2016 1 565,754 91,441 77,309 64,766 46,283 1,376,161 71.46% 13.66% 4.71% 308,556 183.36 172.54 20.99 19.75 15.00 14.11 4.4600 4.20   -6.80%   44.50% 30-Sep-2016 9.25 5.04 44.07 2.07 2.27% 1.62% 08-Nov-2016 9.65 5.26 45.97 2.16 2.18% 1.55%
30-Jun-2016 18-Aug-2016 30-Jun-2016 4 573,603 97,299 83,583 69,494 - 1,301,662 - % 14.57% 5.34% 308,450 185.96 174.93 22.53 21.19 0.00 0.00 4.2200 3.97   18.48%   60.08% 30-Jun-2016 8.33 4.48 36.97 1.97 2.70% 0.00% 18-Aug-2016 9.48 5.10 42.08 2.25 2.38% 0.00%
30-Jun-2016 19-Apr-2016 31-Mar-2016 3 555,028 82,768 69,571 58,653 89,428 1,319,846 152.47% 12.53% 4.44% 308,375 179.98 169.27 19.02 17.89 29.00 27.27 4.2800 4.03   -21.01%   27.42% 31-Mar-2016 6.82 3.79 35.86 1.59 2.79% 4.25% 19-Apr-2016 6.84 3.80 35.96 1.60 2.78% 4.24%
30-Jun-2016 02-Feb-2016 31-Dec-2015 2 542,879 96,128 83,196 74,253 - 1,279,692 - % 15.32% 5.80% 308,359 176.05 165.56 24.08 22.64 0.00 0.00 4.1500 3.90   65.66%   108.46% 31-Dec-2015 5.93 3.37 24.63 1.43 4.06% 0.00% 02-Feb-2016 5.62 3.19 23.34 1.35 4.28% 0.00%
30-Jun-2016 17-Nov-2015 30-Sep-2015 1 519,119 66,949 54,230 44,822 40,102 1,255,509 89.47% 10.45% 3.57% 308,479 168.28 158.31 14.53 13.67 13.00 12.23 4.0700 3.83   3.25%   -6.95% 30-Sep-2015 5.70 3.39 39.23 1.40 2.55% 2.28% 17-Nov-2015 6.20 3.68 42.67 1.52 2.34% 2.10%
30-Jun-2015 21-Aug-2015 30-Jun-2015 4 527,800 70,053 54,249 43,411 - 1,187,019 - % 10.28% 3.66% 308,316 171.19 160.96 14.08 13.24 0.00 0.00 3.8500 3.62   -5.69%   -0.15% 30-Jun-2015 4.43 2.59 31.46 1.15 3.18% 0.00% 21-Aug-2015 4.99 2.91 35.44 1.30 2.82% 0.00%
30-Jun-2015 21-Apr-2015 31-Mar-2015 3 551,053 68,256 56,295 46,032 52,414 1,190,110 113.86% 10.22% 3.87% 308,318 178.73 168.05 14.93 14.04 17.00 15.98 3.8600 3.63   29.23%   0.41% 31-Mar-2015 4.48 2.51 30.01 1.16 3.33% 3.79% 21-Apr-2015 4.80 2.69 32.15 1.24 3.11% 3.54%
30-Jun-2015 22-Jan-2015 31-Dec-2014 2 535,558 87,194 47,900 35,620 - 1,141,073 - % 8.94% 3.12% 308,398 173.66 163.33 11.55 10.86 0.00 0.00 3.7000 3.48   -26.05%   -15.41% 31-Dec-2014 4.49 2.59 38.87 1.21 2.57% 0.00% 22-Jan-2015 4.35 2.50 37.66 1.18 2.66% 0.00%
30-Jun-2015 11-Nov-2014 30-Sep-2014 1 524,487 74,997 60,078 48,169 37,005 1,313,700 76.82% 11.45% 3.67% 308,380 170.08 159.95 15.62 14.69 12.00 11.29 4.2600 4.01   10.79%   33.53% 30-Sep-2014 8.42 4.95 53.91 1.98 1.86% 1.43% 11-Nov-2014 4.62 2.72 29.58 1.08 3.38% 2.60%
30-Jun-2014 25-Aug-2014 30-Jun-2014 4 536,321 61,342 54,910 43,478 - 1,261,170 - % 10.24% 3.45% 308,354 173.93 163.56 14.10 13.26 0.00 0.00 4.0900 3.85   -5.16%   -13.25% 30-Jun-2014 6.68 3.84 47.38 1.63 2.11% 0.00% 25-Aug-2014 7.08 4.07 50.21 1.73 1.99% 0.00%
30-Jun-2014 28-Apr-2014 31-Mar-2014 3 506,284 62,357 54,746 45,842 46,242 1,267,051 100.87% 10.81% 3.62% 308,285 164.23 154.40 14.87 13.98 15.00 14.10 4.1100 3.86   8.87%   2.12% 31-Mar-2014 6.47 3.94 43.51 1.57 2.30% 2.32% 28-Apr-2014 6.50 3.96 43.71 1.58 2.29% 2.31%
30-Jun-2014 28-Jan-2014 31-Dec-2013 2 499,346 57,575 50,681 42,108 - 1,220,700 - % 10.15% 3.45% 308,257 161.99 152.28 13.66 12.84 0.00 0.00 3.9600 3.72   16.73%   31.48% 31-Dec-2013 4.84 2.99 35.43 1.22 2.82% 0.00% 28-Jan-2014 5.31 3.28 38.87 1.34 2.57% 0.00%
30-Jun-2014 22-Nov-2013 30-Sep-2013 1 516,529 56,403 47,633 36,074 30,832 1,208,633 85.47% 9.22% 2.98% 308,324 167.53 157.52 11.70 11.00 10.00 9.40 3.9200 3.69   -28.03%   75.53% 30-Sep-2013 5.42 3.24 46.32 1.38 2.16% 1.85% 22-Nov-2013 5.19 3.10 44.36 1.32 2.25% 1.93%
30-Jun-2013 26-Aug-2013 30-Jun-2013 4 535,847 58,690 62,759 50,121 - 1,168,975 - % 11.71% 4.29% 308,436 173.73 163.42 16.25 15.29 0.00 0.00 3.7900 3.57   11.65%   72.94% 28-Jun-2013 4.52 2.60 27.82 1.19 3.60% 0.00% 26-Aug-2013 5.15 2.96 31.69 1.36 3.16% 0.00%
30-Jun-2013 30-Apr-2013 31-Mar-2013 3 553,423 65,957 54,502 44,892 49,331 1,134,632 109.89% 9.85% 3.96% 308,324 179.49 168.78 14.56 13.69 16.00 15.04 3.6800 3.46   40.17%   33.61% 29-Mar-2013 4.30 2.40 29.53 1.17 3.39% 3.72% 30-Apr-2013 4.23 2.36 29.05 1.15 3.44% 3.78%
30-Jun-2013 31-Jan-2013 31-Dec-2012 2 551,715 48,870 41,667 32,026 - 1,106,576 - % 7.55% 2.89% 308,238 178.99 168.26 10.39 9.77 0.00 0.00 3.5900 3.37   55.83%   -11.67% 31-Dec-2012 4.62 2.58 44.47 1.29 2.25% 0.00% 31-Jan-2013 4.40 2.46 42.35 1.23 2.36% 0.00%
30-Jun-2013 29-Nov-2012 30-Sep-2012 1 556,231 44,645 33,227 20,552 30,812 1,087,684 149.93% 5.97% 1.89% 308,125 180.52 169.63 6.67 6.27 10.00 9.40 3.5300 3.32   -29.09%   -37.98% 28-Sep-2012 4.45 2.47 66.72 1.26 1.50% 2.25% 29-Nov-2012 4.73 2.62 70.91 1.34 1.41% 2.11%
30-Jun-2012 27-Aug-2012 30-Jun-2012 4 584,547 59,371 38,416 28,982 - 924,837 - % 6.57% 3.13% 308,279 189.62 178.27 9.40 8.84 0.00 0.00 3.0000 2.82   -13.74%   -47.25% 29-Jun-2012 3.93 2.07 41.80 1.31 2.39% 0.00% 27-Aug-2012 4.93 2.60 52.44 1.64 1.91% 0.00%
30-Jun-2012 26-Apr-2012 31-Mar-2012 3 559,418 49,666 43,037 33,599 37,013 1,165,938 110.16% 7.69% 2.88% 308,449 181.36 170.60 10.90 10.25 12.00 11.29 3.7800 3.56   -7.33%   -44.11% 30-Mar-2012 4.03 2.22 37.00 1.07 2.70% 2.98% 26-Apr-2012 4.16 2.29 38.19 1.10 2.62% 2.88%
30-Jun-2012 09-Feb-2012 31-Dec-2011 2 488,636 45,083 42,024 36,258 - 1,155,853 - % 8.60% 3.14% 308,227 158.53 149.02 11.76 11.06 0.00 0.00 3.7500 3.53   9.42%   -38.35% 30-Dec-2011 4.00 2.52 34.00 1.07 2.94% 0.00% 09-Feb-2012 4.28 2.70 36.38 1.14 2.75% 0.00%
30-Jun-2012 21-Nov-2011 30-Sep-2011 1 540,023 58,756 43,718 33,136 33,929 1,147,419 102.39% 8.10% 2.89% 308,446 175.08 164.69 10.75 10.11 11.00 10.35 3.7200 3.50   -39.69%   -27.18% 30-Sep-2011 3.93 2.24 36.58 1.06 2.73% 2.80% 21-Nov-2011 4.01 2.29 37.33 1.08 2.68% 2.74%
30-Jun-2011 18-Aug-2011 30-Jun-2011 4 537,429 61,250 68,290 54,945 - 1,556,119 - % 12.71% 3.53% 437,112 122.95 163.90 12.57 16.76 0.00 0.00 3.5600 4.75   -8.61%   7.90% 30-Jun-2011 4.01 3.26 31.90 1.13 3.13% 0.00% 18-Aug-2011 3.98 3.24 31.66 1.12 3.16% 0.00%
30-Jun-2011 29-Apr-2011 31-Mar-2011 3 437,190 82,957 76,802 60,119 29,719 1,197,285 49.44% 17.57% 5.02% 283,046 154.46 133.33 21.24 18.33 10.50 9.06 4.2300 3.65   2.22%   14.76% 31-Mar-2011 4.01 2.60 18.88 0.95 5.30% 2.62% 29-Apr-2011 3.82 2.47 17.98 0.90 5.56% 2.75%
30-Jun-2011 21-Feb-2011 31-Dec-2010 2 426,489 62,853 86,232 58,813 - 1,444,162 - % 20.22% 4.07% 261,623 163.02 130.07 22.48 17.94 0.00 0.00 5.5200 4.40   29.25%   16.58% 30-Dec-2010 5.35 3.28 23.80 0.97 4.20% 0.00% 21-Feb-2011 5.72 3.51 25.44 1.04 3.93% 0.00%
30-Jun-2011 16-Nov-2010 30-Sep-2010 1 402,125 49,486 70,530 45,502 26,150 1,417,361 57.47% 17.54% 3.21% 261,505 153.77 122.64 17.40 13.88 10.00 7.98 5.4200 4.32   -10.64%   12.29% 30-Sep-2010 5.20 3.38 29.89 0.96 3.35% 1.92% 16-Nov-2010 5.20 3.38 29.89 0.96 3.35% 1.92%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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  5 people like this.
 
ThePowerOfGlove apa daah
12/09/2020 6:48 PM
ThePowerOfGlove dont know when going to move
12/09/2020 6:49 PM
ThePowerOfGlove no idea
12/09/2020 6:49 PM
ThePowerOfGlove no clue
12/09/2020 6:49 PM
x3mg33 @puppykitten sales are picking up in most retail businesses as consumers are happy to spend on material purchases in the absence of travel plans and also impulse buying in these depressing times.
also not forgetting the governments initiative in sales tax exemption on motor vehicles to spur the purchases is timely and should see higher sales throughout the rest of the year.

HLYM has been launching new models lately, check out motomalaya on FB yo keep up with the motorcycle launches. What is lacking in the industry is the monthly sales report by names, similar to those done on cars. I can’t find this report crucial in gauging how well the demand for motorcycles and yamaha is in the market. I’m sure there’s such report but have exhausted searches in google and other motorcycle fan pages on FB.

Anyway, the Q2 results come november is the one to look for and to prove our guess in revenge buying is a reality!
12/09/2020 11:02 PM
RainT @x3mg33

you have high confidence with HLIND uh

good...
12/09/2020 11:27 PM
PuppyKitten Thks x3mg33.

https://www.themalaysianinsight.com/s/248165

From the link, we see very strong motorcycle sales in January February, but hit in March due to MCO.

May have seen recovery , and further increment in June.

I m still looking at July data, but same as u, find no where.

Will update again once I have the data on long waiting period.
13/09/2020 9:13 AM
PuppyKitten https://www.motorcyclesdata.com/2020/07/25/malaysia-motorcycles/

Finally I found out that the data in this link are not so accurate .
Data between two link not matched.
13/09/2020 9:20 AM
x3mg33 @puppykitten thanks for the data link, very useful.
i quote the part from the link .....’ In any case, over 60% of the market is in the hands of the two biggest Japanese companies, with the peculiarity that the market leader is Yamaha, not Honda.....’ speaks volume. I wish they have more of such reports available to investors.

@RainT....i have studied and learnt a lot from this company since I started investing in this company back in 2015 and have collected and held positions over the years. I’m no one...but just an ordinary investor who buys into the fundamental strength of what a company can deliver. One can see this through the financial statements. This company has always been shy from the crowd and refused coverage by analysts ( vice versa) due to it’s high price inelasticity. Not many people know of their core business, ie yamaha manufacturer and distributor, as many are still confused other industrial products, eg roofing and ceramic tiles. Therefore, I can only hope in time to come, company restructure exercise to spin-off the irrelevant segments of the company and concentrate on the core business of motorcycle.

Unfortunately the current market is fueled with noise and speculation, the KLSE index is no longer weighted by fundamentals but dominated by the healthcare and gloves sector. I can only be patient and ride through this episode like everyone else.
13/09/2020 10:58 AM
humongainz actually well ran company
13/09/2020 8:07 PM
ykloh Motorcycle is basic transportation for many. Will show far better resilience.
13/09/2020 8:21 PM
PuppyKitten I just called Hong Leong Yamaha.
The answer provided to me is :
1. Production is normal, no disruption, with over time working.
2. Demand is good after MCO.
14/09/2020 3:46 PM
Snowpiercer Non-Quek MDs are all puppet. The family is out of touch with manufacturing. Making billions in banking.
14/09/2020 6:28 PM
reloyee from what i heard from yamaha dealers, the factories are facing production hiccups because of parts supply issues and social distancing in factory resulting in much lower production at least until this year end. this caused the market to have very limited yamaha motors, making the demand for yamaha motors very high because of limited supply
14/09/2020 6:52 PM
kywoo I have done a rough estimate on the profit contribution from the various business sectors of the company for 2019 and 2020. I have to say I cant get 100% accuracy and that is because the company combines the motorcycle business with the ceramic business under consumer business in their financial reporting. It is totally unfair to minority shareholders and the financial reporting is not transparent. Luckily, because we have the 31% minority shareholding in the motorcycle subsidiary we can postulate the profit from the motorcycle business as a whole to the company.
2019 2020 % change
Net Profit to company RM409m RM239m - 42%
Contribution from local motorcycle sales RM273m RM233m - 15%
Contribution from Yamaha Vietnam RM90m RM40m - 56%
Contribution from others(mainly building materials) RM46m (RM34m) NA

So the biggest problem to the company is the building materials sector. Instead of making RM46 million in 2019, it now made a loss of RM34million in 2020. Hence there is a negative impact of RM80 million within 12 months.
Actually, the Vietnam operation is also very disappointing. In the last few years, their business and profits were growing steadily. Suddenly, in 2020 their business just gone down. I hope company will let us know the reasons in coming Annual Report.
The real jewel in the company's business is the local Yamaha motor cycle business. It is currently the market leader with about 42.8%(estimate) market share, hence overtaking Honda. It is still growing both in terms of volume and market share. I understand that their sales are very good in July and August this year because of pent up demand. Remember that there were no production and sales for more than 2 months during the MCO period. Total sales and profits from local motorbike business in coming financial year should be much better.
I really hope the company would be more transparent in their next annual report. Otherwise minority shareholders and potential investors will have to do a lot of guessing work.
14/09/2020 7:11 PM
SilverHawk Kywoo, on last AGM, Mr Chairman said that they will expand the production capacity by 30%. Do u have the status on the expansion ?

If the expansion is completed, and still facing with tight supply, this is a very positive sign.
14/09/2020 8:02 PM
kywoo Based on all previous annual reports I read I understand that the Yamaha factory has excess capacity to increase production by about 30%. I believe that factory has not reached 100% capacity yet. There is no harm to increase production capacity further to anticipate spike in future demand.
15/09/2020 2:14 PM
Sohai Trader Good counter indeed, but the company should consider expanding their businesses with their ample cash in hand. THe companies have been doing a very good job in fortifying their cashflow and I am very impressed with that.

That being said, the company should actively looking for opportunities to expand their businesses, either by acquiring new profitable businesses or trim out those loss-making businesses.

I do have faith in the top management, will definitely find a chance to grill them during the AGM.
15/09/2020 4:46 PM
PuppyKitten If 100% dividend payout, PE will easily shoot to 20 with DY 5%, same like carlsberg heim
15/09/2020 6:58 PM
PuppyKitten Nanyang Siang Pau 20:/9
July Motorcycle sales 58K unit +5.5% yoy
August 51K unit . Almost same last year.

A robust quarter for coming QR !!
22/09/2020 3:20 PM
PuppyKitten Expected profit level around 70M+ EPS more than 22 cents dividend should be able maintain 17 cents. With such QR, price will easily back to 8.++ Level
22/09/2020 3:26 PM
Snowpiercer Get rid of Guocera and Cemboard. Otherwise, will continue to drag.
22/09/2020 9:52 PM
xgxgxg @kywoo and @silverhawk by any chance do you know why is there so little institutional ownership on the company?
22/09/2020 11:02 PM
RainT major 30% share holders already hold around 90% of shares

so how much inst shareholders can hold ....

major boss Quek Leng Chan hold a lot


its good thing actually
25/09/2020 10:51 AM
Onlylonely86 Hi KY,

Thanks for the information. May I know where you get all those data?

Contribution from local motorcycle sales RM273m RM233m - 15%
Contribution from Yamaha Vietnam RM90m RM40m - 56%
Contribution from others(mainly building materials) RM46m (RM34m) NA

I've been searching the data but I'm not able to get it.
Appreciated if you could let me know.
And I'm impressed on your stock selection skills.
27/09/2020 9:26 AM
x3mg33 @puppykitten thanks for sharing the motorcycle sales for august. please can you share the nanyang link here.

i did a search online on motorcycle sales and managed to find MASAAM which is the association for motorcycle production in malaysia. please see the link here for motorcycle production and domestic sales report across all makes. http://www.fami-motorcycle.org/databases/

I have tried to get report by make from MASAAM but did not get a response from them.
27/09/2020 12:35 PM
PuppyKitten I read from hardcopy, can't get the link
27/09/2020 5:10 PM
PuppyKitten 复管期大反弹 摩托销量激增45% | https://www.klsescreener.com/v2/news/view/729817

Here is the link. But only hardcopy newspaper show the figure
27/09/2020 7:22 PM
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
paulthesotong I RAN....
03/10/2020 3:40 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