4.51...

is kclow n steven yong the same person ?

MOL listing a failure ?

steven yong , on fridat u just asked people to buy on Monday, on Monday you say worse just started......are u the same person ?

some big hand is selling . dunno why ?.
, dunno who ! possible that some fund do not wish or not allowed to own cement plant ?

someone is pushing up narra share with a 50 lot on closing and selling big in HLI the whole day , why ?

pricing a 4.50 HLI n 3.00 narra ?

some big hand has been selling ....dunno who ?

kian leong lim, it is wrong for you to say that warren buffet consider investment in terms of how long the investment ....in fact the core of value investment is not to consider when , when is about timing , timing is speculation . value investment is about finding value and not to consider about timing , time fame , in fact according to warren buffet time frame should be forever as long as the is good value ........please don't confuse yourself and confuse others

investment record nothing to shout about .everbody in the investment world knows its not easy to keep a good consistent track record .. the uncomfortable n uneasy thing is how one keep bragging on how good they are.....

I couldn't regconise he is TTB, well time has taken a toll .HE has been predicting a market crash for the past 5 years...like what warren buffet says 'anybody predicts a crash is bound to be correct as long as they predict it all the time'....the market did not crash but it went from strength to strength... anyone following his advice must be wondering how TTB said that his record is better than warren buffet...baffling...just quote peter lynch ( the damage to your portfolio by waiting for the crash is actually worse than the crash itself ) . the crash will sure come one day ,nobody knows when but sitting on big portion of cash for the past 5 years ,is already crushing if not crashing....

cowboy , HLI s divedend is rm0.26 not rm 0.35

cowboy , are u confusing everybody .?

there are people after collecting some shares , they will spread rumours about the share going sky high, within very short period .this will attract in people who are greedy to make fast money....they will push up the price n dump it to the short term innocent players that jump in.. that may explain why we have a volume of I million share 2 days ago ,, of couse they know that major shareholder is not going to dump them in the eve of major exercise....anyway just my guess...these people may be laughing all the way to the bank now.. and asking everybody to sell this share so that they collect cheap again ????????? this is just my 2 penny guessing work

IF HLi earning per share is 0.54, and the historical PE range has been 10-15, . let us take the mean at 12.50... that works out to be 6.75HLI after EX, and add on narra s assumimg 4.00 that add up to be 10.75....... not bad at all, please please don't be harass by kclow ... we don't know who is he n what is his intention...base on pure calculation it sound ok! even at PE 10 (5.40+4= 9.40) still looks ok right ?

now everybody knows what is EVIL !!!!

so many people keep thinking that upon ex HLI will be adjusted by 1.08....please 1.08 is only a reference price .. the ex HLI price will be determined by the market. it can be 4 or 5 or 6 or 7.....if 4,5 people will be disappointed ..if 6,7 then it will be good ...too early to tell , some even think it will be 12 before ex .....

we all pray very very very hard that what kclow says come true , u know why ?because all of us in this chat room are already shareholders of HLI ,some bigger some smaller, some at higher cost some at lower cost......kclow if HLI go up to 12-15 within weeks ,you are beautiful !!!!even though you sound very weird...

steven yong , kclow ! since everybody knows the theoretical price will be adjusted by 1.08...why is the market not pushing for a limit up on HLI ??? why? why ? why ? why? is it because the market don't believe the actual price will only be adjusted by a mere 1.08.!!! it should adjust by much much much more upon ex !!!!!!!!!!!!!!!!!!!!!!!!!

I think every body is getting over excited over the adjustment of par value 1.08 from HLI upon ex .this is only a theoretical price !!! how the market will react nobody knows ! it depend on how much PE investors and fund manager willing to hold for HLI.....As for the CA just imagine what will happen , if the exercise price of 7.20 is adjust down by 1.08 but the actual market only willing to hold HLI at 5.00 or 6.00....tell me what will happen to the CA ??????? Steven yong ! Kclow !!! isn't is the CA is worthless ....OMG !!!

take note of duitlai s comment why mother share up and CA didn't follow ? confusing, how to interprete this ? brothers n sisters !

steven yong , ya the deduction is 1.08 but will the market follow this way is yet to be seen

Steven yong ( 1080 for 1000. Read carefully, is 1000.4000 return for 8500 investment ) what does this means?

we all wish what kclow said will come true !!!, because we all have interest in this counter, else we are here to chat for what ... but logic tells us rm12-15 within weeks is too far flung ....so better stick with our pace of investment

is the message that HLI will be rm15 before the xdate somekind of excitement created for that short term speculator (syndicate) to unload their shares ????

i think 12-15 is possible but not few weeks from now but....(few years from now ) ha! ha !....if Malaysia economy is ok , with MRT 2nd line, east coast highway , all the infra going on cement demand will be ok...so with narra s doubling of capacity . we may see 12-15 (HLI + Narra) in years to come ...only highly excitable characters see 12-15 in weeks to come ....

HLI does not own the cement plant directly, when hong leong started the cement plant , it borrowed abt 200-300 million from HLI , in return HLI owned somekind of convertible bond...now this bond will be converted n distribute to HLI s shareholders...so I doubt the cement plant s earning has been reflected in HLI account..HLI s earning will drop a bit in coming year because the concrete business is sold to narra. look at it from this angle there is hardly much changes in HLI , except that the shareholders get an extra share in narra . just like one reseach house put it abt half year ealier ( BUY ONE N YOU GET ONE FREE !!)

kclow newbiestock you told people that HLI will fly when it was 4+. but u asked everybody to abandon ship , ran for your life when it was 5+, with yr PHDsss u forgot what u said ? whoever follow yr advice must be full of regrets now !!!!! 12 ? 15? why cant we just wait for it to cross 9 first !!!

HLI hit historical high of 8.64 2 days ago ....most investors n punters (if not all) made money so far on this counter.. does it mean that Lim bought at 8.64, so he is losing money now ?

do they still need an AGM ? I tot whole exercise has been approved in last AGM few weeks ago , now waiting for announcement of exdate ???

how did the CMSB call warrants adjust down ? sure there must be some kind of guidelines , some kind of calculation ....

most remisers don't know ....

the CA exercise price likely to adjust down after ex . but to what quantum ?would it be 7.20-narra price before ex? or 7.20- an average3 month price of narra ? or any other calculation that I don't know ...any wise folk can help ?

will the rps traded like the warrant? meaning if we don't like the rps , can we sell in the market like selling the mother share ?

after ex HLI unlikely to be at 8.57. likely scenario maybe 5-6 for hli n 5 for narra . add up 10.00-11.00??

at 0.30 HLI-ca . still got people says its wealth destruction ? issuer of call warrant don't really make money out of betting against their clients . they make their money from the spread....

i doubt they can easily sell the land at Ipoh , but another way to go about it would be to revalue the land ,n get analyst to write about it !!!

during a public talk I asked an issuer of call warrant whether they made money when the underlying share drop n they lose money when the share goes up ....I was told that issuer don't make money betting against their customers they made their money from the spread ...so they have hedged though may not be a 100 % hedge

the ghost month has passed, maybe people who are crying wolves on this counter will disappear

7.14 go go go !!!!

flying 1.06 unbelievable

still no entitlement date?

EGM 17/6/14

anybody knows when is the ex- date of the above proposal ?

it is increase of authorised capital, not pay up capital . I think there is no material effect....

something s happening ? high volume

kelvinongbk, I think you are right , newbie ,newbiereturn ,kclo,kclow sounds like the same guy, I don't understand what is he trying to do, guess none of us know the reason anyway.... I personally do think Hong Leong Ind is fine. the biggest shareholder is still Hong LEong Malaysia n Hong Leong management....companies do extensive exercise to enhance value . will Hong Leong (one of the most well run) do it to destroy value for itself ?...from data NTA of HLI is 3.65/share , so even after ex the price may not drop below 4. so next come the valuation of Narra....the current Narra share will go through a capital reduction. n the new Narra share to be issue should worth much more than the current narra share. at current price 1.20/old share . HLI will add up a base case of 5.20...meaning there is no value enhancement . if new narra share is 2.00.. then the whole exercise is 6.00... if its more it may go to 7.00.....Do you think HLI go through the whole exercise ( n spending so much money) for fun ? Give it a thought....

HLI is dropping....

newbiestock disappeared again

HLI shareholders came up with seed capital for startup of the cement plant, now HLI become 30 % owner of the cement plant ? ( if I get the facts right)... confusing ?