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2020-09-29 01:21 | Report Abuse
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.
2020-09-29 01:03 | Report Abuse
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
2020-09-22 23:02 | Report Abuse
@kywoo and @silverhawk by any chance do you know why is there so little institutional ownership on the company?
Stock: [HLIND]: HONG LEONG INDUSTRIES BHD
2021-01-02 21:02 | Report Abuse
https://shoponline.yamaha-motor.com.my/ they have started their online e-commerce store and they are not selling their motorcycles online because that will bring negative impact to their dealers. looking at their strategy, i think what they are focusing now is to make yamaha a lifestyle brand for bikers