Posted by kingJ > 2019-01-24 17:24 | Report Abuse

Agreed, amazing

Posted by kingJ > 2019-01-24 17:28 | Report Abuse

https://m.english.vietnamnet.vn/fms/business/215884/motorcycle-sales-reach-record-in-2018.html#ui=mobile

Posted by paulthesotong > 2019-01-24 17:31 | Report Abuse

Hli..... King of all Y SUKU.

Posted by Icon8888 > 2019-01-24 17:35 | Report Abuse

recent weak Q provided golden opportunity to buy

I quick quick jumped in 870

Posted by paulthesotong > 2019-01-24 17:38 | Report Abuse

Best selling bikes Y SUKU..

Posted by kingJ > 2019-01-24 20:39 | Report Abuse

Surely the Company will have to distribute the cash, hopefully soon

Posted by LouiseS > 2019-01-26 17:38 | Report Abuse

The last 5 years EPS fluctuated significantly in last 5 years, overall increasing trend, increased by 43.8% over last 5 years. The PE ratio is reasonable, at 9.55, the ROE is 20%, dividend yield is 5%

https://louisesinvesting.blogspot.com/2019/01/preliminary-screening-of-counters-with_26.html

Posted by moven00 > 2019-02-08 17:33 | Report Abuse

Amacam ni? Bila nak continue up up up...

Posted by RainT > 2019-02-13 23:55 | Report Abuse

what is future growth prospect of HLIND?

any expansion ? new market ? build new factory ? expand to new country ?

Posted by kingJ > 2019-02-18 11:58 | Report Abuse

https://www.thestar.com.my/business/business-news/2019/02/18/cash-hoarding-japanese-firms-please-investors-as-share-buybacks-hit-record/

Posted by kingJ > 2019-02-18 12:00 | Report Abuse

Will QLC do this?

Posted by moven00 > 2019-02-18 17:32 | Report Abuse

Teruskan teruskan. Jangan stop.

Posted by RainT > 2019-02-18 18:50 | Report Abuse

yeah...qtr result out !!!

Posted by RainT > 2019-02-18 18:52 | Report Abuse

cash 988 million (last qtr 911 million)

cash grow more again

sales up qtr on qtr & year a\on year

PBT & PAT also up qoq & yoy

Posted by RainT > 2019-02-18 18:53 | Report Abuse

tomorrow will buy in another batch

Posted by Lioncity > 2019-02-18 19:08 | Report Abuse

Yeah good result
Been riding up and down with hlind
Hoping to be rewarded handsomely

Posted by sosfinance > 2019-02-18 19:09 | Report Abuse

Results is good. One of the underappreciated consumer stock that has reasonable growth. Should accumulate more?

Posted by Lioncity > 2019-02-18 19:22 | Report Abuse

PE 9.4 *isn't drooling for a consumer stock!*

Posted by shpg22 > 2019-02-18 20:15 | Report Abuse

Another superb FCF record. The ultimate cash generating machine in Bursa.

Posted by Icon8888 > 2019-02-18 20:36 | Report Abuse

first class management

Posted by x3mg33 > 2019-02-18 21:55 | Report Abuse

First class management but economy class dividends .....shame

Posted by sosfinance > 2019-02-18 22:35 | Report Abuse

PE (net cash) looks interesting for consumer stock. With RM1b cash, not surprise, may consider special dividend. Even without special dividend, DY is about 5% p.a. is considerable.

Posted by x3mg33 > 2019-02-18 23:08 | Report Abuse

This company is clearly undervalued.... how does one explain for IHH and aeon credit PE? I would put my money on HLIND anytime

Posted by RainT > 2019-02-18 23:28 | Report Abuse

@x3mg33...
dividend not bad la
DY near 5%
much better than other companies already

Posted by RainT > 2019-02-18 23:29 | Report Abuse

see the quarter report not much explain about profit result

write like a kindergarten essay only , so simple and straight forward

please elaborate more la ...haiz

we shareholder wants to know more about blind

Posted by RainT > 2019-02-18 23:34 | Report Abuse

@x3mg33

IHH PE you need exclude all the accounting items and get the real PE
Its not that high though
but IHH is big group and almost every quarter will have many accounting items (impairment , hedge loss , forex gain loss, subsi or assciate loss gain )

Long term IHH sure is good , buy it when it drop the price and keep and buy again when share price drop , ignore the quarter result (when see qtr result need exclude take out all the accounting items and see the real operating profit only )

I think IHH quarter report much better than HLIND , they already separate out operating profit and explain so long the qtr result, read also want zzzz...

but HLIND share price more stable than IHH & IHH most control buy big fund EPF, Khazanah , mutual fund etc

Posted by shpg22 > 2019-02-18 23:50 | Report Abuse

P/E alone does not tell u nuts above its valuation (cheap or expensive). If it is that straight forward, even the beggar will be rich.

Posted by Fabien Extraordinaire > 2019-02-19 09:32 | Report Abuse

look at their FCF

do a simple DCF based on conservative growth estimates for its FCF

Posted by sosfinance > 2019-02-19 18:36 | Report Abuse

MCap RM3b, Net Cash RM1b, estimates profits next few years RM300m to RM350m, DY 5%, Well managed company. Dividend is about RM150m p.a., each year generate cash flow of RM300m. PE (net cash) about 6x, still a good deal at RM9.70. (KLK PE 35x, not comparing, just for info). Fund managers who holds KLK should swap with HLI, upside potential better. KLK has a net debt of about RM2b.

Posted by RainT > 2019-02-20 10:39 | Report Abuse

soft back

it is just 1 day huhahuha only

HLIND share price will continue to hang and sleep at this same range.....zzzzz.....zzzzzzzzz

stable though

Posted by Fabien Extraordinaire > 2019-02-20 11:26 | Report Abuse

FCF is growing every year. cash pile is growing every year. minimal capex. perhaps management should consider deliver more cash to shareholders.

Posted by Fabien Extraordinaire > 2019-02-20 11:28 | Report Abuse

that will re-rate the company multiples as a stable consumer stock. current valuation is not as such.

Posted by x3mg33 > 2019-02-20 20:36 | Report Abuse

That’s what I have been lobbying all this while... increase the dividend payout.... the company’s dividend policy in the annual report is the worst I’ve ever come across... prolly cut and paste from accounting standards

Posted by x3mg33 > 2019-02-20 20:37 | Report Abuse

No real commitment in maximising shareholders value at all

Posted by sosfinance > 2019-02-21 23:00 | Report Abuse

1) 91% held by institutionals. More than three quarter of the 4m shares held by shariah funds are disposed in the market. Upside will be strong once the shariah fund sell down is over (as compared with other stocks, which were sold down due to shariah issue)

2) Anything below RM10.00 is good opportunity to accumulate (average cash flow p.a. is RM300m, doing at 6.5x. There will be pressure on the management to increase the dividend payout ratio, with RM1b of cash and growing RM300m every year. New marine related products & Vietnam motorcycle sales is expected to provide growth to the company. Mr Tong also likes HLI.

Posted by Fabien Extraordinaire > 2019-02-22 15:44 | Report Abuse

over the last 3 years, FCF has exceeded 300mil. growing by 100mil p.a. it's really a cash cow this company.

Posted by RainT > 2019-02-22 19:05 | Report Abuse

@sosfinance

can share from where you get information of new marine related products ?

and from where information u get the Vietnam motobike sales is expect to up ? (HONDA still is the most preferred brand by Vietnamese , there is not much shop of YAMAHA compare to HONDA)

Thanks!

the quarter report dont disclose much & the lack of coverage by investment banker

Posted by moven00 > 2019-02-25 18:17 | Report Abuse

Teruskan...terbaik

Posted by RainT > 2019-02-25 18:40 | Report Abuse

harap harap la

Posted by shpg22 > 2019-02-27 12:26 | Report Abuse

Seems like the Syariah fund are disposing in bulk thru direct transaction with 3rd party judging from the high volume this past 2 days without much price movement.

Posted by benson85 > 2019-02-27 12:40 | Report Abuse

probably is eastspring investment ...good news for retail that hold...

Posted by x3mg33 > 2019-02-27 19:20 | Report Abuse

apa ni org ckap?

Posted by Lioncity > 2019-02-28 12:00 | Report Abuse

Lol @MATB you are so funny
@x3mg33 basically is a self created poem to cheer and talk good about Hlind
Ya I am holding all my babies tight and watching the show.

Posted by RainT > 2019-03-01 16:11 | Report Abuse

@lioncity

can show who is your babies? HLIND and ???

Posted by Lioncity > 2019-03-05 19:54 | Report Abuse

Haha @RainT, my holdings are not important, let’s get back to Hlind topic. Now this stock is consolidating at 9.80-10.00. Waiting patiently for it to break 10. Also looking forward for next qtr dividend announcement.

Posted by Choivo Capital > 2019-03-06 02:40 | Report Abuse

The only division selling is the motorcycles, albeit extremely well.

Posted by sosfinance > 2019-03-12 09:52 | Report Abuse

Growth will comes from Vietnam. The motorcycle market is 7x Malaysia.

Posted by x3mg33 > 2019-03-15 15:58 | Report Abuse

Lai Liao Lai Liao...11 otw

Posted by Guilefighter > 2019-03-26 01:48 | Report Abuse

11 sooner or later based on Vietnam sales had shown recovery which can be seen from Q2 vs Q1. Since 2012 till 2018, profit had grow consistently from eps 0.48 to 0.88 ( 2018 eps 1.08 revised to 0.88 due to strike off MNI effect ). Secondly dividend payout ratio also increase from 45.8% , 2012 to 53% , 2018. With net cash 940 m, higher chance will increase dividen payout.

Posted by MATB > 2019-04-01 19:27 | Report Abuse

Yamaha volume back to normal. Demand supply will say either buy it or leave it. With huge discounted price, over demand will push the price in single direction. Now is the begins of Q2, the banker dun have to dress the account. The up down will be decided entirely by market force.