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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Financials


Market Cap: 2,915 Million

Market Cap 2,915 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-Sep-2020 [#1]

Latest Quarter: 30-Sep-2020 [#1]
Announcement Date 24-Nov-2020
Next Quarter: 31-Dec-2020
Est. Ann. Date: 26-Feb-2021
Est. Ann. Due Date: 01-Mar-2021
QoQ | YoY   271.53%  |    -19.93%

Annual (Unaudited) ( EPS: 51.64, P/E: 17.22 )

Revenue | NP to SH 2,313,482  |  169,318
RPS | P/RPS 705.54 Cent  |  1.26
EPS | P/E | EY 51.64 Cent  |  17.22  |  5.81%
DPS | DY | Payout % 40.23 Cent  |  4.53%  |  77.92%
NAPS | P/NAPS 5.12  |  1.74
YoY   -48.23%
NP Margin | ROE 10.35%  |  10.09%
F.Y. | Ann. Date 30-Jun-2020  |  26-Aug-2020

T4Q Result ( EPS: 47.81, P/E: 18.59 )

Revenue | NP to SH 2,332,551  |  156,781
RPS | P/RPS 711.35 Cent  |  1.25
EPS | P/E | EY 47.81 Cent  |  18.59  |  5.38%
DPS | DY | Payout % 24.10 Cent  |  2.71%  |  50.41%
NAPS | P/NAPS 5.31  |  1.67
QoQ | YoY   -7.45%  |    -51.07%
NP Margin | ROE 9.68%  |  9.01%
F.Y. | Ann. Date 30-Sep-2020  |  24-Nov-2020

Annualized Result ( EPS: 61.88, P/E: 14.37 )

Revenue | NP to SH 2,610,640  |  202,896
RPS | P/RPS 796.16 Cent  |  1.12
EPS | P/E | EY 61.88 Cent  |  14.37  |  6.96%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   19.83%  |    -19.93%
NP Margin | ROE 10.93%  |  11.65%
F.Y. | Ann. Date 30-Sep-2020  |  24-Nov-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-2021 24-Nov-2020 30-Sep-2020 1 2,332,551 308,152 225,906 156,781 79,036 1,740,861 50.41% 9.68% 9.01% 314,235 742.30 711.35 49.89 47.81 25.17 24.10 5.5400 5.31   -7.45%   -51.07% 30-Sep-2020 7.49 1.01 15.01 1.35 6.66% 3.36% 24-Nov-2020 8.24 1.11 16.52 1.49 6.05% 3.05%
30-Jun-2020 26-Aug-2020 30-Jun-2020 4 2,457,129 324,192 239,441 169,408 131,881 1,677,336 77.85% 9.74% 10.10% 314,108 782.26 749.35 53.93 51.66 42.00 40.22 5.3400 5.12   -39.26%   -48.21% 30-Jun-2020 8.01 1.02 14.85 1.50 6.73% 5.24% 26-Aug-2020 7.62 0.97 14.13 1.43 7.08% 5.51%
30-Jun-2020 22-May-2020 31-Mar-2020 3 2,827,112 462,436 366,547 278,884 131,881 1,780,442 47.29% 12.97% 15.66% 314,011 900.32 862.18 88.81 85.05 42.00 40.22 5.6700 5.43   -10.54%   -21.16% 31-Mar-2020 7.54 0.84 8.49 1.33 11.78% 5.57% 22-May-2020 8.16 0.91 9.19 1.44 10.88% 5.15%
30-Jun-2020 26-Feb-2020 31-Dec-2019 2 2,898,749 501,958 402,466 311,751 163,244 1,720,681 52.36% 13.88% 18.12% 313,993 923.19 884.03 99.29 95.07 52.00 49.78 5.4800 5.25   -2.70%   -4.54% 31-Dec-2019 10.42 1.13 10.49 1.90 9.53% 4.99% 26-Feb-2020 9.40 1.02 9.47 1.72 10.56% 5.53%
30-Jun-2020 26-Nov-2019 30-Sep-2019 1 2,854,706 502,000 406,153 320,390 163,244 1,692,422 50.95% 14.23% 18.93% 313,993 909.16 870.59 102.04 97.71 52.00 49.78 5.3900 5.16   -2.05%   -0.74% 30-Sep-2019 10.32 1.14 10.11 1.91 9.89% 5.04% 26-Nov-2019 10.64 1.17 10.43 1.97 9.59% 4.89%
30-Jun-2019 29-Aug-2019 30-Jun-2019 4 2,750,382 500,774 409,297 327,085 156,927 1,626,483 47.98% 14.88% 20.11% 313,993 875.94 838.78 104.17 99.75 50.00 47.86 5.1800 4.96   -7.53%   -2.24% 28-Jun-2019 11.28 1.29 10.83 2.18 9.23% 4.43% 29-Aug-2019 10.50 1.20 10.08 2.03 9.92% 4.76%
30-Jun-2019 28-May-2019 31-Mar-2019 3 2,672,891 505,482 430,448 353,735 156,927 1,657,407 44.36% 16.10% 21.34% 313,903 851.50 815.15 112.69 107.88 50.00 47.86 5.2800 5.05   8.32%   186.49% 29-Mar-2019 9.96 1.17 8.84 1.89 11.31% 5.02% 28-May-2019 10.76 1.26 9.55 2.04 10.47% 4.65%
30-Jun-2019 18-Feb-2019 31-Dec-2018 2 2,616,990 464,447 397,579 326,575 146,257 1,566,550 44.79% 15.19% 20.85% 313,938 833.60 798.10 104.03 99.60 47.00 44.60 4.9900 4.78   1.18%   142.88% 31-Dec-2018 8.50 1.02 8.17 1.70 12.24% 5.53% 18-Feb-2019 9.42 1.13 9.06 1.89 11.04% 4.99%
30-Jun-2019 12-Nov-2018 30-Sep-2018 1 2,546,454 454,696 390,907 322,780 146,257 1,534,213 45.31% 15.35% 21.04% 313,745 811.63 776.59 102.88 98.44 47.00 44.60 4.8900 4.68   -3.53%   168.58% 28-Sep-2018 10.64 1.31 10.34 2.18 9.67% 4.42% 12-Nov-2018 10.56 1.30 10.26 2.16 9.74% 4.45%
30-Jun-2018 28-Aug-2018 30-Jun-2018 4 2,502,966 464,397 402,352 334,593 145,640 1,471,498 43.53% 16.08% 22.74% 312,420 801.15 763.33 107.10 102.04 47.00 44.42 4.7100 4.49   170.99%   224.57% 29-Jun-2018 11.36 1.42 10.61 2.41 9.43% 4.14% 28-Aug-2018 11.46 1.43 10.70 2.43 9.35% 4.10%
30-Jun-2018 24-Apr-2018 31-Mar-2018 3 2,468,374 239,736 187,066 123,470 145,640 1,413,545 117.96% 7.58% 8.73% 309,988 796.28 752.78 39.83 37.65 47.00 44.42 4.5600 4.31   -8.17%   -55.45% 30-Mar-2018 10.88 1.37 27.32 2.39 3.66% 4.32% 24-Apr-2018 11.00 1.38 27.62 2.41 3.62% 4.27%
30-Jun-2018 05-Feb-2018 31-Dec-2017 2 2,416,573 244,937 193,620 134,457 139,135 1,374,095 103.48% 8.01% 9.79% 309,481 780.85 736.98 43.45 41.01 45.00 42.43 4.4400 4.19   11.88%   -48.60% 29-Dec-2017 9.69 1.24 22.30 2.18 4.48% 4.64% 05-Feb-2018 9.50 1.22 21.87 2.14 4.57% 4.74%
30-Jun-2018 09-Nov-2017 30-Sep-2017 1 2,345,787 218,412 173,120 120,180 139,135 1,356,161 115.77% 7.38% 8.86% 309,626 757.62 715.39 38.81 36.65 45.00 42.43 4.3800 4.14   16.58%   -55.02% 29-Sep-2017 9.40 1.24 24.22 2.15 4.13% 4.79% 09-Nov-2017 9.80 1.29 25.25 2.24 3.96% 4.59%
30-Jun-2017 17-Aug-2017 30-Jun-2017 4 2,282,115 192,309 150,959 103,087 138,974 1,269,175 134.81% 6.61% 8.12% 309,555 737.22 695.97 33.30 31.44 45.00 42.38 4.1000 3.87   -62.80%   -58.30% 30-Jun-2017 10.14 1.38 30.45 2.47 3.28% 4.44% 17-Aug-2017 9.78 1.33 29.37 2.39 3.41% 4.60%
30-Jun-2017 25-Apr-2017 31-Mar-2017 3 2,286,706 382,321 327,091 277,150 138,974 1,476,881 50.14% 14.30% 18.77% 308,971 740.10 697.37 89.70 84.52 45.00 42.38 4.7800 4.50   5.95%   25.33% 31-Mar-2017 9.37 1.27 10.45 1.96 9.57% 4.80% 25-Apr-2017 9.75 1.32 10.87 2.04 9.20% 4.62%
30-Jun-2017 06-Feb-2017 31-Dec-2016 2 2,255,910 362,487 309,515 261,580 135,712 1,401,257 51.88% 13.72% 18.67% 308,647 730.90 687.98 84.75 79.77 44.00 41.39 4.5400 4.27   -2.09%   25.45% 30-Dec-2016 9.40 1.29 11.09 2.07 9.02% 4.68% 06-Feb-2017 9.76 1.34 11.52 2.15 8.68% 4.51%
30-Jun-2017 08-Nov-2016 30-Sep-2016 1 2,237,264 367,636 313,659 267,166 135,712 1,376,161 50.80% 14.02% 19.41% 308,556 725.07 682.29 86.59 81.48 44.00 41.39 4.4600 4.20   8.07%   57.26% 30-Sep-2016 9.25 1.28 10.68 2.07 9.36% 4.76% 08-Nov-2016 9.65 1.33 11.15 2.16 8.97% 4.56%
30-Jun-2016 18-Aug-2016 30-Jun-2016 4 2,190,629 343,144 290,580 247,222 129,531 1,301,662 52.39% 13.26% 18.99% 308,450 710.20 668.07 80.15 75.39 42.00 39.50 4.2200 3.97   11.79%   42.71% 30-Jun-2016 8.33 1.17 10.39 1.97 9.62% 5.04% 18-Aug-2016 9.48 1.33 11.83 2.25 8.45% 4.43%
30-Jun-2016 19-Apr-2016 31-Mar-2016 3 2,144,826 315,898 261,246 221,139 129,531 1,319,846 58.57% 12.18% 16.75% 308,375 695.52 654.10 71.71 67.44 42.00 39.50 4.2800 4.03   6.05%   27.61% 31-Mar-2016 6.82 0.98 9.51 1.59 10.51% 6.16% 19-Apr-2016 6.84 0.98 9.54 1.60 10.48% 6.14%
30-Jun-2016 02-Feb-2016 31-Dec-2015 2 2,140,851 301,386 247,970 208,518 92,516 1,279,692 44.37% 11.58% 16.29% 308,359 694.27 652.89 67.62 63.59 30.00 28.21 4.1500 3.90   22.74%   20.45% 31-Dec-2015 5.93 0.85 8.77 1.43 11.40% 5.06% 02-Feb-2016 5.62 0.81 8.31 1.35 12.03% 5.34%
30-Jun-2016 17-Nov-2015 30-Sep-2015 1 2,133,530 292,452 212,674 169,885 92,516 1,255,509 54.46% 9.97% 13.53% 308,479 691.63 650.66 55.07 51.81 30.00 28.21 4.0700 3.83   -1.93%   -5.41% 30-Sep-2015 5.70 0.82 10.35 1.40 9.66% 5.26% 17-Nov-2015 6.20 0.90 11.26 1.52 8.88% 4.84%
30-Jun-2015 21-Aug-2015 30-Jun-2015 4 2,138,898 300,500 218,522 173,232 89,419 1,187,019 51.62% 10.22% 14.59% 308,316 693.73 652.30 56.19 52.83 29.00 27.27 3.8500 3.62   -0.04%   3.42% 30-Jun-2015 4.43 0.64 7.88 1.15 12.68% 6.55% 21-Aug-2015 4.99 0.72 8.88 1.30 11.26% 5.81%
30-Jun-2015 21-Apr-2015 31-Mar-2015 3 2,147,419 291,789 219,183 173,299 89,419 1,190,110 51.60% 10.21% 14.56% 308,318 696.49 654.89 56.21 52.85 29.00 27.27 3.8600 3.63   0.11%   -0.49% 31-Mar-2015 4.48 0.64 7.97 1.16 12.55% 6.47% 21-Apr-2015 4.80 0.69 8.54 1.24 11.71% 6.04%
30-Jun-2015 22-Jan-2015 31-Dec-2014 2 2,102,650 285,890 217,634 173,109 83,248 1,141,073 48.09% 10.35% 15.17% 308,398 681.80 641.24 56.13 52.79 27.00 25.39 3.7000 3.48   -3.61%   -0.05% 31-Dec-2014 4.49 0.66 8.00 1.21 12.50% 6.01% 22-Jan-2015 4.35 0.64 7.75 1.18 12.90% 6.21%
30-Jun-2015 11-Nov-2014 30-Sep-2014 1 2,066,438 256,271 220,415 179,597 83,248 1,313,700 46.35% 10.67% 13.67% 308,380 670.09 630.20 58.24 54.77 27.00 25.39 4.2600 4.01   7.22%   10.11% 30-Sep-2014 8.42 1.26 14.46 1.98 6.92% 3.21% 11-Nov-2014 4.62 0.69 7.93 1.08 12.61% 5.84%
30-Jun-2014 25-Aug-2014 30-Jun-2014 4 2,058,480 237,677 207,970 167,502 77,075 1,261,170 46.01% 10.10% 13.28% 308,354 667.57 627.77 54.32 51.08 25.00 23.51 4.0900 3.85   -3.81%   13.49% 30-Jun-2014 6.68 1.00 12.30 1.63 8.13% 3.74% 25-Aug-2014 7.08 1.06 13.03 1.73 7.67% 3.53%
30-Jun-2014 28-Apr-2014 31-Mar-2014 3 2,058,006 235,025 215,819 174,145 77,075 1,267,051 44.26% 10.49% 13.74% 308,285 667.57 627.63 56.49 53.11 25.00 23.51 4.1100 3.86   0.55%   37.72% 31-Mar-2014 6.47 0.97 11.45 1.57 8.73% 3.86% 28-Apr-2014 6.50 0.97 11.51 1.58 8.69% 3.85%
30-Jun-2014 28-Jan-2014 31-Dec-2013 2 2,105,145 238,625 215,575 173,195 80,164 1,220,700 46.29% 10.24% 14.19% 308,257 682.92 642.00 56.19 52.82 26.00 24.45 3.9600 3.72   6.18%   50.40% 31-Dec-2013 4.84 0.71 8.61 1.22 11.61% 5.37% 28-Jan-2014 5.31 0.78 9.45 1.34 10.58% 4.90%
30-Jun-2014 22-Nov-2013 30-Sep-2013 1 2,157,514 229,920 206,561 163,113 80,164 1,208,633 49.15% 9.57% 13.50% 308,324 699.75 657.97 52.90 49.74 26.00 24.45 3.9200 3.69   10.52%   36.62% 30-Sep-2013 5.42 0.77 10.25 1.38 9.76% 4.80% 22-Nov-2013 5.19 0.74 9.81 1.32 10.19% 5.01%
30-Jun-2013 26-Aug-2013 30-Jun-2013 4 2,197,216 218,162 192,155 147,591 80,144 1,168,975 54.30% 8.75% 12.63% 308,436 712.37 670.08 47.85 45.01 26.00 24.44 3.7900 3.57   16.72%   11.83% 28-Jun-2013 4.52 0.63 9.45 1.19 10.59% 5.75% 26-Aug-2013 5.15 0.72 10.76 1.36 9.29% 5.05%
30-Jun-2013 30-Apr-2013 31-Mar-2013 3 2,245,916 218,843 167,812 126,452 80,144 1,134,632 63.38% 7.47% 11.14% 308,324 728.43 684.93 41.01 38.56 26.00 24.44 3.6800 3.46   9.81%   -19.94% 29-Mar-2013 4.30 0.59 10.48 1.17 9.54% 6.05% 30-Apr-2013 4.23 0.58 10.31 1.15 9.70% 6.15%
30-Jun-2013 31-Jan-2013 31-Dec-2012 2 2,251,911 202,552 156,347 115,159 67,826 1,106,576 58.90% 6.94% 10.41% 308,238 730.57 686.76 37.36 35.12 22.00 20.68 3.5900 3.37   -3.54%   -37.57% 31-Dec-2012 4.62 0.63 12.37 1.29 8.09% 4.76% 31-Jan-2013 4.40 0.60 11.78 1.23 8.49% 5.00%
30-Jun-2013 29-Nov-2012 30-Sep-2012 1 2,188,832 198,765 156,704 119,391 67,826 1,087,684 56.81% 7.16% 10.98% 308,125 710.37 667.52 38.75 36.41 22.00 20.68 3.5300 3.32   -9.54%   -42.33% 28-Sep-2012 4.45 0.63 11.48 1.26 8.71% 4.94% 29-Nov-2012 4.73 0.67 12.21 1.34 8.19% 4.65%
30-Jun-2012 27-Aug-2012 30-Jun-2012 4 2,172,624 212,876 167,195 131,975 70,942 924,837 53.75% 7.70% 14.27% 308,279 704.76 662.58 42.81 40.25 23.00 21.64 3.0000 2.82   -16.44%   -39.84% 29-Jun-2012 3.93 0.56 9.18 1.31 10.89% 5.85% 27-Aug-2012 4.93 0.70 11.52 1.64 8.68% 4.67%
30-Jun-2012 26-Apr-2012 31-Mar-2012 3 2,125,506 214,755 197,069 157,938 70,942 1,165,938 44.92% 9.27% 13.55% 308,449 689.09 648.21 51.20 48.17 23.00 21.64 3.7800 3.56   -14.38%   -26.66% 30-Mar-2012 4.03 0.58 7.87 1.07 12.71% 5.71% 26-Apr-2012 4.16 0.60 8.12 1.10 12.31% 5.53%
30-Jun-2012 09-Feb-2012 31-Dec-2011 2 2,003,278 248,046 230,834 184,458 63,648 1,155,853 34.51% 11.52% 15.96% 308,227 649.93 610.94 59.84 56.25 20.65 19.41 3.7500 3.53   -10.90%   -11.16% 30-Dec-2011 4.00 0.62 6.68 1.07 14.96% 5.16% 09-Feb-2012 4.28 0.66 7.15 1.14 13.98% 4.82%
30-Jun-2012 21-Nov-2011 30-Sep-2011 1 1,941,131 265,816 275,042 207,013 63,648 1,147,419 30.75% 14.17% 18.04% 308,446 629.33 591.98 67.11 63.13 20.64 19.41 3.7200 3.50   -5.64%   3.89% 30-Sep-2011 3.93 0.62 5.86 1.06 17.08% 5.25% 21-Nov-2011 4.01 0.64 5.97 1.08 16.74% 5.15%
30-Jun-2011 18-Aug-2011 30-Jun-2011 4 1,803,233 256,546 301,854 219,379 55,870 1,556,119 25.47% 16.74% 14.10% 437,112 412.53 549.93 50.19 66.90 12.78 17.04 3.5600 4.75   1.87%   12.92% 30-Jun-2011 4.01 0.97 7.99 1.13 12.52% 3.19% 18-Aug-2011 3.98 0.96 7.93 1.12 12.61% 3.21%
30-Jun-2011 29-Apr-2011 31-Mar-2011 3 1,657,107 240,955 315,401 215,355 55,870 1,197,285 25.94% 19.03% 17.99% 283,046 585.45 505.37 76.08 65.68 19.74 17.04 4.2300 3.65   3.72%   25.60% 31-Mar-2011 4.01 0.68 5.27 0.95 18.97% 4.92% 29-Apr-2011 3.82 0.65 5.02 0.90 19.92% 5.17%
30-Jun-2011 21-Feb-2011 31-Dec-2010 2 1,937,604 255,514 320,101 207,622 52,304 1,444,162 25.19% 16.52% 14.38% 261,623 740.61 590.91 79.36 63.32 20.00 15.95 5.5200 4.40   4.20%   101.96% 30-Dec-2010 5.35 0.72 6.74 0.97 14.83% 3.74% 21-Feb-2011 5.72 0.77 7.21 1.04 13.87% 3.50%

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.


Analyze this stock with MQ Trader system
  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