Conservative way of calculating the net cash for HLIND: approx. RM 3.64 net cash per share.

In Nov, motorbike sales in Malaysia increases 3.5% by volume y-o-y whereas production increases 2.0% (all manufacturers included). If Dec sales could be as good as last year then HLIND EPS has a good chance to recover to RM 0.20 in Q2 FY2021.

In Oct, motorbike sales in Malaysia increases 14.5% by volume whereas production increases 17.6%. I think this strong demand will continue for coming months as people are trying to avoid public transport as the number of Covid 19 cases increases. A few months later when border re-open, there will be another spike of sales when suddenly many Malaysian worker in Singapore realize that their old bikes got lots of problem due to lack of maintenance in the past months.

@Lyo82 is shipping cost paid or quoted in RM or USD?

@Pinky, HLIND management didnt explain in details. But I dont think majority will buy online without seeing the physical samples be it tiles or bikes. Probably they will view physical samples then buy online to get cheaper price. So i dont think e commerce for these commodities will create more demand.

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.

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.

Hi Paul, how about sales registered in Aug and Sep, do you have any figure?

Hi Paul, do you mean sales of motorcycles or shares?

Where u got the news Paul?

How to join AGM this time?

I estimate it will be between 10 to 15 sen per share for Q3.

How is Yamaha motorcycle sales in Malaysia for Sep 2020? I'm expecting EPS 20 sen per share for Q3.

@JKing thanks for sharing

Hi KPH5328 thank you very much for sharing.

Anyone know what was the door gift for 2019 AGM?

I estimate EPS to be 9 sen per share in Q2

Low double digit means 15% or less

3,000,000 shares = 30,000 lot ( 1 lot = 100 shares )

Oh... i found it inside Annual Report 2019

@ EasyInvest123 Where did you get this information?

Has FPI granted approval to operate during MCO?

Hi everybody, do you know which bank offer the lowest interest rate for share margin? Which one do you use and what's the interest rate?

Who are the customers A and B?

Today drops a lot

Patrick, how much is the EPS you estimate for next quarter?

Is this Goi working in Liihen ?

Be careful people dumping before CNY if you are short term investor.

USD weakening significantly against MYR in the past one month.

One question to ask. In 2017 Airasia owns 204 A320neos. If each one costs USD 100 mil, then the property, plant, and equipment of the balance sheet should be close to 80 billion RM. How come it was only 12 billion RM?

Delay of the special dividend payout is a good thing because we can enjoy a higher currency translation rate when RM is further weakened in Q4.

RainT... don't forget another dividend in Dec

JN88 why you say the warrant is toilet paper?

Dividend coming

I wonder how much EPS post- special dividend

Business must be very good. Implication of fantastic next quarterly result.

Maybe not enough ticket to sell. So unable to give free ticket.

Who wants to buy at 8.20 tomorrow please queue now. I'll sell to you tomorrow morning.

Albert, I didn't follow Lim Pei Tim because I think Liihen has higher profit margin and is more generous in paying out dividends. PE not much difference but Liihen's dividend yield is way much higher.

Hi Sheldon, it is already mentioned in the AR 2017 that the 600 stations include those owned by sister company. It is not a bad thing though as it will make sure that the demand exceeded Petron refinery's output.

Buying at this time is like feeding to a full pond of fish where your order will be eaten in 5 minutes.

Another wave is coming

It may test 3.03 again.

According to the annual report, a number of new product will be launched this year.

Further more, other airlines such as Air India is facing great trouble. If Air India business cannot be sustainable, a lot of pilots and staff may get retrenched. I think there is a political will to help these people to find a job in other airlines and a fast growing Airasia India is just in need.

The ultimate purpose of law is to pursue maximum happiness for the people. Sometime, this could mean beyond justice (100% justice can never be achieved). That's why I think that is not impossible if the Government of India is a government that serves the people.

If Airasia India close down, nobody wins. Indian is going to loose big. All the employees are going to loose job and the citizen in India cannot enjoy cheap flights. So it is likely that it can be settled at more favorable terms.

(Dunno why I somehow relate this to Modi's visit to Malaysia recently... I believe he may seek the greater benefit for India... purely my own imagination.)

EPF buy a lot recently. I think the price is supported by EPF. If EPF is buying, it may be a hint that Tony has got the support from our Government. Just my two cents.

Is Tony going to meet them?