Posted by Cowboy > 2014-09-23 20:16 | Report Abuse

All investors of this counter made money except those contra kaki in/out at totally very bad timing.

Posted by 林俊松 > 2014-09-24 16:41 | Report Abuse

Shit, I sold too early of my Hlind-CA at 29.5 cents which I bought at 27 cents.
Contra T+3 really so dangerous.

Posted by rc15 > 2014-09-24 17:29 | Report Abuse

Ca is trading at 3.3% now....hopefully the boss wouldn't play the one day up one day down games again.....u must have the holding power if u wanna get involved in this stock....for contra kaki,better go for those penny stocks....this is not yr game..-

Posted by kingdomtan888 > 2014-09-24 19:32 | Report Abuse

ericoconut
25 posts
Posted by ericoconut > Sep 23, 2014 03:50 PM | Report Abuse
林俊松 why HLIND is stupid stock? Almost 80% gain since 02 Jan 2014 & not include dividen.

After lim Brunei sold hlind, it shoot up,
Plz check his record on scicom and scib
After he cut lost wat happened to them....


When lim Brunei buy, u sell
When he sell, u buy buy buy
Kekekekkekekkeekekekkekekek

Posted by Novice168 > 2014-09-24 20:51 | Report Abuse

Description : Notice of 51st Annual General Meeting
Date of Meeting : 16/10/2014
Time : 02:30 PM
Venue : Theatrette, Level 1, Wisma Hong Leong, 18 Jalan Perak, 50450 Kuala
Lumpur
Date of General Meeting Record of Depositors : 10/10/2014

Posted by SeriousInvestor1945 > 2014-09-25 11:28 | Report Abuse

Why narra not moving?

Posted by Cowboy > 2014-09-25 16:14 | Report Abuse

This question has to answer by the twin degrees PhD.

Posted by NKBlog > 2014-09-25 17:00 | Report Abuse

Wah, so much passion!!

Posted by 8wpwtmt8 > 2014-09-25 21:20 | Report Abuse

Dear Mr Duitlai, can you please give us the link to your comment:
"OSK price HLIND at RM10.10 (14CB ask price at 0.15 x 14) + RM8.00"

Posted by happyman > 2014-09-25 22:51 | Report Abuse

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 !!!

Posted by Steven Yong > 2014-09-26 09:22 | Report Abuse

I am BACK! See, all my recommendation are correct! PMCorp went back down, GSB gap up from 0.09 to now 0.13! More to come for HLIND.

By the way you all have got the calculation wrong!!

HLIND 1000 :1080 NARRA before NARRA consolidated if not wrong.

But, HLIND after ex- only reduce 1.08 in price technically, due to it is distribution!

Not reduced at earlier someone write by 4.++

So, what you waiting for?

Posted by Steven Yong > 2014-09-26 09:45 | Report Abuse

Buying now too high, don't chase liao!! I bought during 4.80, almost doubled, but has you notice Revenue doubled? No. Profit doubled? No also. So be careful on this.

I would recommend buy GSB instead now. Or JOBST for safe haven

Posted by garfield282004 > 2014-09-26 10:14 | Report Abuse

Quek is a fox, i would said not to contra it's share. I hold HLIND for 3years++ and it give me good rewards. First MPI now NARRA, and haven't include it consistency of DIV payout. Hope the restructure of HLIND will give better tomorrow. Buy now is a danger move, as RM8+ is high price but it is hard to judge Quek's company as HLCAP/HLFIN/HLbank are good example; let go too early make regret till today. Do not forget, there're share also under his control GUOCO & SSteel (when the fox will touch up these share?) :)

Posted by DANIELSKS > 2014-09-26 10:50 | Report Abuse

After the exercise, the eps of Narra would be around 0.20 with the injection of the cement and concrete business and 0.52 for HLI. If one will to assign a conservative PER of 15 times without factoring in any holding company discount on the SOTP valuation, the price may exceed RM10.

Posted by DANIELSKS > 2014-09-26 10:55 | Report Abuse

Word of caution. The above is merely an assumption and not anything definitive.

Posted by garfield282004 > 2014-09-26 12:22 | Report Abuse

hi KClow, yes you are right I'm a poor person and not risky person. Therefore I only aim to get some retire funds from market. haha!!
RM8+ really a danger zone to enter, but judge yourself. High risk high return & also = high loss :)
between, if i do not get DIV from market; FD will make me more poor as FD payout only 3.25%-3.75% yearly. HLIND pay me 8-9% DIV yearly. not include price hike. I love collect high pay DIV stocks for retirement purpose. I like big margin gain instead of contra gain. So this make me poor person. Haih... i should learn from you how to become rich hoho!!

Posted by Cowboy > 2014-09-26 12:25 | Report Abuse

Waste loh! Im just kindergarten standard. Can do math better. Just wonder from which U n institute.
For those who want to earn 20~40% in ~8 months time can buy at this level.

Posted by Steven Yong > 2014-09-26 12:32 | Report Abuse

Yes! RM4.40 it is undervalued, knowing HumeINd in it, cements biz in it! But over RM8++ is doubled, unless profit doubled or revenue able to double, then it is worth it and more realistic. Now everyone chase high due to NARRA shares to give.

Posted by garfield282004 > 2014-09-26 12:34 | Report Abuse

KC, forgot to mention maybe you would like to refer to page 1 post as well. My comment in Jan 2014 :)

Posted by Cowboy > 2014-09-26 13:07 | Report Abuse

Do u know the different between HLI and HLCAP??? Go and study the ABM book again.

Posted by Steven Yong > 2014-09-26 13:09 | Report Abuse

Kc low if you so damn good, recommend another stocks.

Posted by Cowboy > 2014-09-26 13:24 | Report Abuse

From the postings made earlier, I just doubt able to make valuable recommendation.

Posted by Steven Yong > 2014-09-26 13:37 | Report Abuse

haha, he can one, you see he recommend Scientx also. Any other great stocks?

Posted by DANIELSKS > 2014-09-26 13:46 | Report Abuse

Just received the HLI 2014 annual report today. The EPS for RY2014 is 0.54 and not 0.52 as mentioned earlier by me. Apologies.

Posted by DANIELSKS > 2014-09-26 13:48 | Report Abuse

FY2014 not RY. Sorry.

Posted by Steven Yong > 2014-09-26 13:48 | Report Abuse

bye bye HLIND for now??

Posted by DANIELSKS > 2014-09-26 13:57 | Report Abuse

The EPS for HLI alone is 0.54 and if you will to assign a PER of 12 to 15 times the price would be 6.48 to 8.10. Now the EPS for Narra is about 0.20 plus and growing. Let's assume a PER of 15 times which would value it at more than 3. Bear in mind that the PER ratio for Tasek Cement and Lafarge is 17-18 times and 21-23 times respectively, if I am not mistaken. So if rational assumptions can be applied, the price still has much room to move up from the current level.

Posted by Steven Yong > 2014-09-26 14:02 | Report Abuse

NARRA is not pure cement play, so be careful in applying the comparisons

Posted by DANIELSKS > 2014-09-26 14:18 | Report Abuse

Narra's principal activity after the exercise will be cement manufacturing though there will be some contribution from the concrete business. The furniture business is neglible. So it will be known as a cement counter.

Posted by Cowboy > 2014-09-26 14:21 | Report Abuse

Lets do it in a very conservative manner, HLI's PE=10, 5.40; Narra 4.40x1.08=4.75 sum of these two is 10.15. This is the minimum price it will hit by Jun next year.

Posted by Steven Yong > 2014-09-26 14:30 | Report Abuse

No, wrong calculation! NARRA now part of HLIND results....maths fail, account fail, logic thinking also fail. phew, hope you don't lose money in this.

Posted by Cowboy > 2014-09-26 14:34 | Report Abuse

The profit from the cement plant was not accounted in the HLI's FY report.

Posted by Steven Yong > 2014-09-26 14:41 | Report Abuse

HumeCement in Hong Leong Manufacturing is part of HLIND.

Posted by Steven Yong > 2014-09-26 14:42 | Report Abuse

from AR2014, also from latest quarter report, it write 1080 NARRA:1000 HLIND, so it is RM4.80/RM8.40 now.......OMG, 50% return for sure??

Posted by Cowboy > 2014-09-26 14:46 | Report Abuse

If u said so, u should hv sold all by now.

Posted by Steven Yong > 2014-09-26 14:52 | Report Abuse

Why I need to sell? I'm sitting on profit now, let profit run, cut loss, that is investing basics.

Posted by Cowboy > 2014-09-26 14:53 | Report Abuse

Under the current structure, "HLI holds the entire HCement ICPS as at the LPD which, upon full conversion, will result in HLI holding 75% equity interest in HCement.".

Posted by DANIELSKS > 2014-09-26 14:53 | Report Abuse

HLI's profit for 2014 does NOT include the cement business.

Posted by Cowboy > 2014-09-26 14:56 | Report Abuse

This means the EPS 0.54 is from it existing businesses without Cement.

Posted by DANIELSKS > 2014-09-26 15:04 | Report Abuse

It's from thier tiles, motorcycles, fibre board and newsprint business.

Posted by Cowboy > 2014-09-26 15:21 | Report Abuse

The sellers now r most likely from the contra kaki.

Posted by Cowboy > 2014-09-26 15:46 | Report Abuse

Danie, still remember the KLL about 2 months back? Also act like professor, talking about his valuation basing on NAT, so.... disappear already. HaHa.

Posted by DANIELSKS > 2014-09-26 15:52 | Report Abuse

Yes, I remember. He was bad-mouthing this counter but towards the end he claims that he held some. Not much credibility.

Posted by happyman > 2014-09-29 07:54 | Report Abuse

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 !!)

Posted by happyman > 2014-09-29 08:14 | Report Abuse

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 ....

Posted by Steven Yong > 2014-09-29 16:00 |

Post removed.Why?

Posted by Steven Yong > 2014-09-29 16:11 |

Post removed.Why?

Posted by Steven Yong > 2014-09-29 16:19 |

Post removed.Why?

Posted by Cowboy > 2014-09-29 16:32 | Report Abuse

Contra kaki is facing problem now, force to sell at lost. Po....or...

Posted by happyman > 2014-09-29 16:52 | Report Abuse

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 ????