Ipalani49, 40 + 40 = 80. Go pick some, thanks to EPF. :)

Hi JrWarren, I never worry about Q4. This dividend is announced just recently and I think cash balance MUST be very high and cash flow MUST be very strong in current quarter (Q4). What is really important is to know about 2024. The average CPO selling price is in uptrend 100+ every quarter from Q1 to Q3. And I think biggest leap will be in Q4 and next year average selling price to be 4000 or higher.

At that time do their current refinery capacity able to digest all the output?

Hi JrWarren, is that possible that directors already at this point of time have the information of commodity future contract for year 2024 which are not yet disclosed to the public?

They are not yet fully up-skilled. Imagine when they are fully up-skilled, what kind of output is that?

I suspect this too. As you can see the number of workers increased even after 24% of productivity improvement through mechanisation.

Hi Ahlian, there is another one:
The power of sustainable above average dividend yield which allow the stock to fetch reasonable return with financing. As I believe there is a opportunity gap there so this "lubang" will be filled very soon. We small investors will never have enough fund to buy 8 million shares of UTD that worth approximately 136 million ringgit that were sold since the announcement of dividend. So there must be other big fund behind the scene that are buying. Otherwise price won't be able to close at the same price 16.90 for two days at such volume. And those funds must have concluded that the value is considerably beyond 16.90 before they buy. As for selling, reasons could be many. So chance is thick that this is a buy opportunity. Also, the buyer wont surface until he has accumulated 5% of the total shareholding, unlike the big seller with above 5% shareholding is always on the spot light. This should be part of our thoughts too.

But I feel that it is difficult to buy in hastle because your faith should come from the homework you have done unless you are a gambler. I think it is better to research first before you buy, it is better to miss it than to on board on the wrong one. This applies all the time to all stocks.

Hemsly, if buy on 30th Nov (ex-date) will NOT be entitled for dividend.
My average purchase price is RM 17.10 from Monday to Today. Lower than Brothers' purchase price. And you all have plenty opportunities to buy lower than this price. But I am not the first time buyer you know so my average cost is not at 17.10 for sure. If it is not because Perbadanan Pembangunan Pertanian Perak is selling its shareholding the willing seller will be a lot less and will be difficult to get a ticket when outlook is so good. Maybe they need the fund to do something good, we don't know. Lionel, if you like to cruise, this is a better stock you could sit and cruise. And probably you won't be worry much in case you lost your laptop and cannot be connected to the internet for a while. It is worth for you to spend a few nights doing fast research before you buy though. If CPO price could maintain 3,800 for next 2 years will be great enough. The only risk is CPO drops deeply. There are diversified view on the CPO price next year but based on overall info that I could gather it is more likely to stay strong than weak. Every investment has a risk so you still need to do your homework.

Hi Lionel. Good to see you. Ya. A good place for long stay. If your plantation estate location is not so good, might be a good choice to swap to UTDPLT. If you really mean long term. If you are a planter who is facing replanting you probably feel the same.

While many are expecting discounted sales, the offer will suddenly dry up. I feel that this is to simply change the shareholding to the targeted investor. If going too long, it will attract other big buyers which is not what the seller wants. In the process, it also has the intention to flush out speculators (especially those who purchase using margin account), and also those who are worrying to have missed the opportunity to take profit. The seller does not have intention and determination to drive the price lower to 16.54. Other than that, I anticipate Q4 harvest will be significantly higher than last year and average CPO selling price will be higher than Q3. That's the main reason of the emphasis in upskilling new guest workers. Significant increase of peak CPO production achieved y-o-y in Jul-Aug is a hint.

I told ya. It was a planned sell down. I think I saved a lot of your money, some of you. I have something else to share. But not now.

Commendable result with "stingy dividend". Expected.

And by the way, my business is done. Enjoy trading.

It is not easy to sell 1.6 million shares at high price. Be smart, you got a lot more to learn.

Really? I think it is a planned sell down on 17 Nov. If you look back the chart, on the 15th (Fri) and 18th (Mon) of Sep, when both the volume and price sudden increase, you sum up the volume you'll get approx. 1.6 million shares. And the traded volume yesterday is also 1.6 million shares. Those who bought yesterday are actually bought from the person who bought on 15th & 18th Sep. So you know who sold the shares to you. Haha. The chart won't lie.

Sign of a lot of people getting greedy...

45,000 shares are just negligible amount compares to Brothers' total shareholdings.
I wonder why they choose to buy at this moment while they actually have countless time of better moments to buy before this? Just 45,000 shares they could have easily collected before this right?

40 sen + 40 sen = 80 sen. Huhuhuhu 😁

Here are my other thoughts:
1. Sources say that HLIND is preparing to get involve in global EV business, partner with someone (probably to have access to the technology required). Well, I think this is not surprising because the big guy is not doing charity paying over 3 million ringgit a year to the managing director to sit there running "grocery business".
2. So far the expansion of the 400 mil RM new tile plant has nothing contracted. What I think is that HLIND might have a more attractive alternative / option so this is put a side and might finally be cancelled to give way to that more attractive investment.
3. Whether or not the 400 mil RM tile plant is to be materialised, tile demand is growing and will gain traction because Indonesia is moving to a new capital (East Kalimantan). This will spur the demand for high quality tiles and West Malaysia has the advantage as a close supply to the construction site.
That's are my 2 cents.

Hi Lionel, to be frank, that is not a good idea. While HLIND is undervalued, don't put more than 5% of your wealth in this stock. Otherwise your money will be controlled by HLIND instead of you controlling your money. You know what I mean. Diversify your investment into equally good alternatives to preserve your freedom and peace of mind. I agree with you that we should sit back, read the coming quarterly report which I think earning will be decent, and see how much dividend is to be announced. For the time being, the best thing to do is probably doing nothing and guess the amount of interim dividend that is coming soon.

I thought you were focussing on american football

Based on the best info I obtained and my own judgment, this is what I think possible to happen:
1. Scrap the plan of new tile plant
2. Allocate the capital to the new capital-intensive business
It is so boring here looks like other people do not have anything to share.

X3mg33, venturing into very exciting business

A lot of "fundamental" investors overlooked this stock because of bumpy EPS from 2015 to 2023. This roller coasting EPS could be the reason that washes HLIND out from their research list. What they might not know is sudden drop of EPS in 2017 is masked behind the loss materialised when sold out the inflated tangible assets of the prolong loss-making paper factory. It did not reflect the actual overall performance of HLIND. This is how I interprete performance for year 2017: actual EPS should be more or less close to FY2016 with a trim on the net asset which are not productive. Whereas 2020 and 2022 were hit by plant fully/partially shutdown during MCO which are non-fundamental related and non-repeatable. Fundamental of the company has not be shakened actually and large retained profit has been accumulated since 2019 (NTA increases from RM 5.17 to RM 6.45 excluding non-controlling interest). In addition on that, with much cheaper energy and raw material price and higher selling price compares with FY2023, earning for FY2024 is almost certain to increase further. The accumulated cash is also earning a better return because of higher interest rate. Tile business will be back to normal and quite profitable in 2024. That's I think is the better reason while a lot fundamental investors miss this when they rely on apps to filter for growth of EPS and steadily high ROE.

Uptrend started and will last for at least a few months.

Hi lionel messi, I do not put too much focus on the e scooter because those things are technical and design ready and I do not worry about HLYM's manufacturing and marketing capability. I believe motorcycle sales continue to be resilient and boring while sales of tiles are recovering with widening profit margin. Overall I'm confident that sustainable EPS above 90 sen annually is quite possible for the present and next financial year.

Hi lionel messi, do you plan to attend AGM? Just curious... anyone know what door gift was given in the AGM last year?

Highly possible. The price spread and movement is very small... extraordinarily small, don't you feel strange?

The Queks are buying... they already own 77%... what do you think is their next move?

For a certain reason, I think there will be a great news for all shareholders not late than 2025, and most likely to be in within next 12 months. The news that all of you have been waiting for so long.

咖灰机，哈哈

Hi Lionel, nothing to do with confidence. No money, have to save first ><.

Not sure about others. But I'll tambah if dividend increases.

People will choose smaller home with better renovation due to smaller family size and higher standard of living.

As for building material sector, tile manufacturing will boom because Malaysian popular has started to age. New property development will slow down. People tend to buy 2nd-hand houses at good location and renovate it with new tiles. This will happen at both cities and suburban areas. Retirees will move from cities to suburban areas and many will do renovation before they move in.

The biggest problem in Malaysia is B40 income could not catchup with inflation. They have no money to buy EV. Therefore, motorbikes that consume petrol (the fuel that could only be cheaper in future) will still be popular for decades. This is especially true for rural and suburban areas where charging station would be impractical and unprofitable.

Ya right, lionel messi. Peace of mind is precious. Must be careful, recently lots of scam salesman / promoter.

My advice is, don't put too much money in this stock because it is boring. You will have better patience if you have only invested a small fraction in this stock.

Patience is the key.

It has been a boring 6-7% dividend yield stock. Set apart of your boring money to own this boring stock. But I think it might fetch extra excitement for current FY and the next to come. If dividend could increase to 60 sen or more then the price will be adjusted to RM 10.

Also, if I have been already very old, and I have more than enough money, I just want to be happy. Making people whom I want to thank to be happy will then be my ultimate happiness and I certainly would not want to miss the opportunity of doing this great things while I am still alive and awake.

That's because:

i) HLIND is likely to make record FY profit
ii) overall environment for motorcycle and tiles are improving, where raw material costs are declining and become a lot more stable while demand remains solid, this spells good and widening profit margin

When business is matured, profit is improving and has become more predictable, that's when dividend get thickened.

If I were the billionaire who has lots of business, I will demand the matured business to continue create and submit cash so that I could allocate it on "more interesting business / investment". There will be too much restriction to how I could use the money if it remains in the public listed company compares to my private money. The most profitable business are usually not listed. And it is good to use private money to buy those business instead of going through HLIND where the profit will have to be shared with public shareholders.

I feel that eventually the dividend per share will increase to 60 sen per annum soon, or maybe more.

Next Q EPS will be 25 sen

Yamaha already launched ebike in Vietnam. The same ebike can be launched in Malaysia anytime. Same design, just copy and paste here. Just waiting for the right time to replicate the same in Malaysia market. The right time will be when there is a regulation push from Malaysia Government. But I expect this will kick-in rather slowly because it may not be a popular policy and may affect the votes. Should there be an enforcement to use ebike, this will be a GREAT news to Yamaha because it will boost sales order.

Would it be one day HLIND sell both Guocera and Hong Leong Yamaha so that the value of these two can be unlocked and distribute the cash to all the shareholders? Now it is actively liquidifying those subsidiaries that are not making profit.

But for cement factory... coal price has reduce tremendously while cement price has increased a lot. I think it will turnaround this year and make big profit and that's why it could be sold at RM 20 mil premium to its assets.

His birthday on 8th December

Last time Tasek paid out a lot of dividend. Why is it not possible that one day or this year HLIND will pay out large sum of dividend? Just don't know when it will start. Maybe it will happen at a time when least people expect it to come.