Highlights
KLSE: HLIND (3301)       HONG LEONG INDUSTRIES BHD MAIN : Consumer
Last Price Today's Change   Day's Range   Trading Volume
10.52   0.00 (0.00%)  0.00 - 0.00  0
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Financials


Market Cap: 3,450 Million

Market Cap 3,450 Million
NOSH 328 Million

Latest Audited Result:  30-Jun-2023

Latest Audited Result: 30-Jun-2023
Announcement Date 03-Oct-2023
Next Audited Result: 30-Jun-2024
Est. Ann. Date: 03-Oct-2024
Est. Ann. Due Date: 27-Dec-2024

Latest Quarter:  31-Dec-2023 [#2]

Latest Quarter: 31-Dec-2023 [#2]
Announcement Date 21-Feb-2024
Next Quarter: 31-Mar-2024
Est. Ann. Date: 18-May-2024
Est. Ann. Due Date: 30-May-2024
QoQ | YoY   16.89%  |    39.36%

Annual (Unaudited) ( EPS: 88.63, P/E: 11.87 )

Revenue | NP to SH 3,416,400  |  290,606
RPS | P/RPS 1,041.89 Cent  |  1.01
EPS | P/E | EY 88.63 Cent  |  11.87  |  8.42%
DPS | DY | Payout % 54.69 Cent  |  5.20%  |  61.71%
NAPS | P/NAPS 6.19  |  1.70
YoY   37.77%
NP Margin | ROE 11.52%  |  14.32%
F.Y. | Ann. Date 30-Jun-2023  |  23-Aug-2023

T4Q Result ( EPS: 99.22, P/E: 10.60 )

Revenue | NP to SH 3,269,768  |  325,336
RPS | P/RPS 997.18 Cent  |  1.05
EPS | P/E | EY 99.22 Cent  |  10.60  |  9.43%
DPS | DY | Payout % 102.66 Cent  |  9.76%  |  103.47%
NAPS | P/NAPS 6.56  |  1.60
QoQ | YoY   9.76%  |    11.45%
NP Margin | ROE 13.40%  |  15.12%
F.Y. | Ann. Date 31-Dec-2023  |  21-Feb-2024

Annualized Result ( EPS: 115.98, P/E: 9.07 )

Revenue | NP to SH 3,158,846  |  380,288
RPS | P/RPS 963.35 Cent  |  1.09
EPS | P/E | EY 115.98 Cent  |  9.07  |  11.02%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   8.44%  |    22.35%
NP Margin | ROE 15.68%  |  17.67%
F.Y. | Ann. Date 31-Dec-2023  |  21-Feb-2024


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
30-Jun-2024 21-Feb-2024 31-Dec-2023 2 743,545 162,760 129,381 102,474 157,312 2,152,035 153.51% 17.40% 4.76% 314,625 236.33 226.76 32.57 31.25 50.00 47.98 6.8400 6.56   16.89%   39.36% 29-Dec-2023 9.21 3.90 28.28 1.35 3.54% 5.43% 21-Feb-2024 9.58 4.05 29.41 1.40 3.40% 5.22%
30-Jun-2024 17-Nov-2023 30-Sep-2023 1 835,878 151,912 118,258 87,670 62,925 2,114,279 71.77% 14.15% 4.15% 314,625 265.67 254.92 27.86 26.74 20.00 19.19 6.7200 6.45   26.54%   7.07% 29-Sep-2023 8.89 3.35 31.90 1.32 3.13% 2.25% 17-Nov-2023 9.25 3.48 33.20 1.38 3.01% 2.16%
30-Jun-2023 23-Aug-2023 30-Jun-2023 4 766,999 125,241 94,421 69,285 - 2,029,331 - % 12.31% 3.41% 314,625 243.78 233.91 22.02 21.13 0.00 0.00 6.4500 6.19   5.13%   -4.67% 30-Jun-2023 8.96 3.68 40.69 1.39 2.46% 0.00% 23-Aug-2023 8.93 3.66 40.55 1.38 2.47% 0.00%
30-Jun-2023 18-May-2023 31-Mar-2023 3 923,346 130,038 96,113 65,907 116,398 2,066,856 176.61% 10.41% 3.19% 314,590 293.51 281.59 20.95 20.10 37.00 35.50 6.5700 6.30   -10.37%   3.26% 31-Mar-2023 9.00 3.07 42.96 1.37 2.33% 4.11% 18-May-2023 9.20 3.13 43.91 1.40 2.28% 4.02%
30-Jun-2023 16-Feb-2023 31-Dec-2022 2 841,606 122,866 97,434 73,533 - 1,997,233 - % 11.58% 3.68% 314,525 267.58 256.66 23.38 22.43 0.00 0.00 6.3500 6.09   -10.20%   -0.33% 30-Dec-2022 9.20 3.44 39.35 1.45 2.54% 0.00% 16-Feb-2023 8.95 3.34 38.28 1.41 2.61% 0.00%
30-Jun-2023 24-Nov-2022 30-Sep-2022 1 884,449 133,967 105,585 81,881 62,905 1,994,088 76.82% 11.94% 4.11% 314,525 281.20 269.73 26.03 24.97 20.00 19.18 6.3400 6.08   12.66%   12,268.73% 30-Sep-2022 9.09 3.23 34.92 1.43 2.86% 2.20% 24-Nov-2022 9.22 3.28 35.42 1.45 2.82% 2.17%
30-Jun-2022 19-Aug-2022 30-Jun-2022 4 777,114 129,143 95,133 72,677 - 1,906,021 - % 12.24% 3.81% 314,525 247.08 237.00 23.11 22.16 0.00 0.00 6.0600 5.81   13.86%   82.43% 30-Jun-2022 8.71 3.53 37.69 1.44 2.65% 0.00% 19-Aug-2022 9.30 3.76 40.25 1.53 2.48% 0.00%
30-Jun-2022 25-May-2022 31-Mar-2022 3 635,241 109,294 81,797 63,828 110,047 1,958,842 172.41% 12.88% 3.26% 314,421 202.04 193.73 20.30 19.47 35.00 33.56 6.2300 5.97   -13.49%   -36.86% 31-Mar-2022 9.10 4.50 44.83 1.46 2.23% 3.85% 25-May-2022 8.99 4.45 44.29 1.44 2.26% 3.89%
30-Jun-2022 23-Feb-2022 31-Dec-2021 2 777,067 132,278 96,699 73,777 - 1,920,861 - % 12.44% 3.84% 314,380 247.17 236.98 23.47 22.50 0.00 0.00 6.1100 5.86   11,044.56%   -26.40% 31-Dec-2021 9.18 3.71 39.12 1.50 2.56% 0.00% 23-Feb-2022 9.70 3.92 41.33 1.59 2.42% 0.00%
30-Jun-2022 22-Nov-2021 30-Sep-2021 1 276,995 6,273 4,033 662 53,444 1,883,136 8,073.20% 1.46% 0.04% 314,380 88.11 84.47 0.21 0.20 17.00 16.30 5.9900 5.74   -98.34%   -98.69% 30-Sep-2021 8.86 10.06 4,207.56 1.48 0.02% 1.92% 9.00 10.21 4,274.05 1.50 0.02% 1.89%
30-Jun-2021 20-Sep-2021 30-Jun-2021 4 463,798 60,794 51,368 39,839 - 1,866,829 - % 11.08% 2.13% 314,281 147.57 141.44 12.67 12.15 0.00 0.00 5.9400 5.69   -60.59%   234.72% 30-Jun-2021 9.22 6.25 72.73 1.55 1.37% 0.00% 20-Sep-2021 8.90 6.03 70.21 1.50 1.42% 0.00%
30-Jun-2021 28-May-2021 31-Mar-2021 3 745,959 161,995 133,001 101,082 109,996 1,935,940 108.82% 17.83% 5.22% 314,276 237.36 227.49 32.16 30.83 35.00 33.55 6.1600 5.90   0.84%   75.71% 31-Mar-2021 9.39 3.96 29.19 1.52 3.43% 3.73% 9.52 4.01 29.60 1.55 3.38% 3.68%
30-Jun-2021 26-Feb-2021 31-Dec-2020 2 770,679 156,458 130,472 100,237 - 1,800,566 - % 16.93% 5.57% 314,235 245.26 235.03 31.90 30.57 0.00 0.00 5.7300 5.49   97.61%   28.34% 31-Dec-2020 8.89 3.62 27.87 1.55 3.59% 0.00% 26-Feb-2021 8.18 3.34 25.64 1.43 3.90% 0.00%
30-Jun-2021 24-Nov-2020 30-Sep-2020 1 652,660 93,029 71,346 50,724 534 1,740,861 1.05% 10.93% 2.91% 314,235 207.70 199.04 16.14 15.47 0.17 0.16 5.5400 5.31   271.53%   -19.93% 30-Sep-2020 7.49 3.61 46.40 1.35 2.16% 0.02% 24-Nov-2020 8.24 3.97 51.05 1.49 1.96% 0.02%
30-Jun-2020 26-Aug-2020 30-Jun-2020 4 311,112 -11,004 -25,520 -29,572 - 1,677,336 - % -8.20% -1.76% 314,108 99.05 94.88 -9.41 -9.02 0.00 0.00 5.3400 5.12   -151.40%   -137.01% 30-Jun-2020 8.01 8.09 -85.08 1.50 -1.18% 0.00% 26-Aug-2020 7.62 7.69 -80.94 1.43 -1.24% 0.00%
30-Jun-2020 22-May-2020 31-Mar-2020 3 621,889 98,914 77,543 57,529 78,502 1,780,442 136.46% 12.47% 3.23% 314,011 198.05 189.66 18.32 17.54 25.00 23.94 5.6700 5.43   -26.34%   -36.36% 31-Mar-2020 7.54 3.81 41.16 1.33 2.43% 3.32% 22-May-2020 8.16 4.12 44.54 1.44 2.25% 3.06%
30-Jun-2020 26-Feb-2020 31-Dec-2019 2 746,890 127,213 102,537 78,100 - 1,720,681 - % 13.73% 4.54% 313,993 237.87 227.78 24.87 23.82 0.00 0.00 5.4800 5.25   23.28%   -9.96% 31-Dec-2019 10.42 4.38 41.89 1.90 2.39% 0.00% 26-Feb-2020 9.40 3.95 37.79 1.72 2.65% 0.00%
30-Jun-2020 26-Nov-2019 30-Sep-2019 1 777,238 109,069 84,881 63,351 53,378 1,692,422 84.26% 10.92% 3.74% 313,993 247.53 237.03 20.18 19.32 17.00 16.28 5.3900 5.16   -20.72%   -9.56% 30-Sep-2019 10.32 4.17 51.15 1.91 1.96% 1.65% 26-Nov-2019 10.64 4.30 52.74 1.97 1.90% 1.60%
30-Jun-2019 29-Aug-2019 30-Jun-2019 4 681,095 127,240 101,586 79,904 - 1,626,483 - % 14.92% 4.91% 313,993 216.91 207.71 25.45 24.37 0.00 0.00 5.1800 4.96   -11.61%   -25.01% 28-Jun-2019 11.28 5.20 44.33 2.18 2.26% 0.00% 29-Aug-2019 10.50 4.84 41.26 2.03 2.42% 0.00%
30-Jun-2019 28-May-2019 31-Mar-2019 3 693,526 138,436 113,462 90,396 109,866 1,657,407 121.54% 16.36% 5.45% 313,903 220.94 211.50 28.80 27.57 35.00 33.51 5.2800 5.05   4.22%   42.95% 29-Mar-2019 9.96 4.51 34.59 1.89 2.89% 3.51% 28-May-2019 10.76 4.87 37.36 2.04 2.68% 3.25%
30-Jun-2019 18-Feb-2019 31-Dec-2018 2 702,847 127,255 106,224 86,739 - 1,566,550 - % 15.11% 5.54% 313,938 223.88 214.35 27.63 26.45 0.00 0.00 4.9900 4.78   23.83%   4.58% 31-Dec-2018 8.50 3.80 30.76 1.70 3.25% 0.00% 18-Feb-2019 9.42 4.21 34.09 1.89 2.93% 0.00%
30-Jun-2019 12-Nov-2018 30-Sep-2018 1 672,914 107,843 88,025 70,046 47,061 1,534,213 67.19% 13.08% 4.57% 313,745 214.48 205.22 22.33 21.36 15.00 14.35 4.8900 4.68   -34.26%   -14.43% 28-Sep-2018 10.64 4.96 47.66 2.18 2.10% 1.41% 12-Nov-2018 10.56 4.92 47.30 2.16 2.11% 1.42%
30-Jun-2018 28-Aug-2018 30-Jun-2018 4 603,604 131,948 122,737 106,554 - 1,471,498 - % 20.33% 7.24% 312,420 193.20 184.08 34.11 32.50 0.00 0.00 4.7100 4.49   68.50%   201.90% 29-Jun-2018 11.36 5.88 33.31 2.41 3.00% 0.00% 28-Aug-2018 11.46 5.93 33.60 2.43 2.98% 0.00%
30-Jun-2018 24-Apr-2018 31-Mar-2018 3 637,625 97,401 80,593 63,236 99,196 1,413,545 156.87% 12.64% 4.47% 309,988 205.69 194.46 20.40 19.28 32.00 30.25 4.5600 4.31   -23.76%   -14.80% 30-Mar-2018 10.88 5.29 53.33 2.39 1.87% 2.94% 24-Apr-2018 11.00 5.35 53.92 2.41 1.85% 2.91%
30-Jun-2018 05-Feb-2018 31-Dec-2017 2 632,311 117,504 99,552 82,944 - 1,374,095 - % 15.74% 6.04% 309,481 204.31 192.83 26.77 25.30 0.00 0.00 4.4400 4.19   1.33%   20.79% 29-Dec-2017 9.69 4.74 36.16 2.18 2.77% 0.00% 05-Feb-2018 9.50 4.65 35.45 2.14 2.82% 0.00%
30-Jun-2018 09-Nov-2017 30-Sep-2017 1 629,426 117,544 99,470 81,859 46,443 1,356,161 56.74% 15.80% 6.04% 309,626 203.29 191.95 26.44 24.96 15.00 14.16 4.3800 4.14   178.28%   26.39% 29-Sep-2017 9.40 4.62 35.55 2.15 2.81% 1.60% 09-Nov-2017 9.80 4.82 37.07 2.24 2.70% 1.53%
30-Jun-2017 17-Aug-2017 30-Jun-2017 4 569,012 -92,713 -92,549 -104,569 - 1,269,175 - % -16.26% -8.24% 309,555 183.82 173.53 -33.78 -31.89 0.00 0.00 4.1000 3.87   -240.88%   -250.47% 30-Jun-2017 10.14 5.52 -30.02 2.47 -3.33% 0.00% 17-Aug-2017 9.78 5.32 -28.95 2.39 -3.45% 0.00%
30-Jun-2017 25-Apr-2017 31-Mar-2017 3 585,824 102,602 87,147 74,223 92,691 1,476,881 124.88% 14.88% 5.03% 308,971 189.60 178.66 24.02 22.64 30.00 28.27 4.7800 4.50   8.09%   26.55% 31-Mar-2017 9.37 4.94 39.00 1.96 2.56% 3.20% 25-Apr-2017 9.75 5.14 40.59 2.04 2.46% 3.08%
30-Jun-2017 06-Feb-2017 31-Dec-2016 2 561,525 90,979 79,052 68,667 - 1,401,257 - % 14.08% 4.90% 308,647 181.93 171.25 22.27 20.94 0.00 0.00 4.5400 4.27   6.02%   -7.52% 30-Dec-2016 9.40 5.17 42.25 2.07 2.37% 0.00% 06-Feb-2017 9.76 5.36 43.87 2.15 2.28% 0.00%
30-Jun-2017 08-Nov-2016 30-Sep-2016 1 565,754 91,441 77,309 64,766 46,283 1,376,161 71.46% 13.66% 4.71% 308,556 183.36 172.54 20.99 19.75 15.00 14.11 4.4600 4.20   -6.80%   44.50% 30-Sep-2016 9.25 5.04 44.07 2.07 2.27% 1.62% 08-Nov-2016 9.65 5.26 45.97 2.16 2.18% 1.55%
30-Jun-2016 18-Aug-2016 30-Jun-2016 4 573,603 97,299 83,583 69,494 - 1,301,662 - % 14.57% 5.34% 308,450 185.96 174.93 22.53 21.19 0.00 0.00 4.2200 3.97   18.48%   60.08% 30-Jun-2016 8.33 4.48 36.97 1.97 2.70% 0.00% 18-Aug-2016 9.48 5.10 42.08 2.25 2.38% 0.00%
30-Jun-2016 19-Apr-2016 31-Mar-2016 3 555,028 82,768 69,571 58,653 89,428 1,319,846 152.47% 12.53% 4.44% 308,375 179.98 169.27 19.02 17.89 29.00 27.27 4.2800 4.03   -21.01%   27.42% 31-Mar-2016 6.82 3.79 35.86 1.59 2.79% 4.25% 19-Apr-2016 6.84 3.80 35.96 1.60 2.78% 4.24%
30-Jun-2016 02-Feb-2016 31-Dec-2015 2 542,879 96,128 83,196 74,253 - 1,279,692 - % 15.32% 5.80% 308,359 176.05 165.56 24.08 22.64 0.00 0.00 4.1500 3.90   65.66%   108.46% 31-Dec-2015 5.93 3.37 24.63 1.43 4.06% 0.00% 02-Feb-2016 5.62 3.19 23.34 1.35 4.28% 0.00%
30-Jun-2016 17-Nov-2015 30-Sep-2015 1 519,119 66,949 54,230 44,822 40,102 1,255,509 89.47% 10.45% 3.57% 308,479 168.28 158.31 14.53 13.67 13.00 12.23 4.0700 3.83   3.25%   -6.95% 30-Sep-2015 5.70 3.39 39.23 1.40 2.55% 2.28% 17-Nov-2015 6.20 3.68 42.67 1.52 2.34% 2.10%
30-Jun-2015 21-Aug-2015 30-Jun-2015 4 527,800 70,053 54,249 43,411 - 1,187,019 - % 10.28% 3.66% 308,316 171.19 160.96 14.08 13.24 0.00 0.00 3.8500 3.62   -5.69%   -0.15% 30-Jun-2015 4.43 2.59 31.46 1.15 3.18% 0.00% 21-Aug-2015 4.99 2.91 35.44 1.30 2.82% 0.00%
30-Jun-2015 21-Apr-2015 31-Mar-2015 3 551,053 68,256 56,295 46,032 52,414 1,190,110 113.86% 10.22% 3.87% 308,318 178.73 168.05 14.93 14.04 17.00 15.98 3.8600 3.63   29.23%   0.41% 31-Mar-2015 4.48 2.51 30.01 1.16 3.33% 3.79% 21-Apr-2015 4.80 2.69 32.15 1.24 3.11% 3.54%
30-Jun-2015 22-Jan-2015 31-Dec-2014 2 535,558 87,194 47,900 35,620 - 1,141,073 - % 8.94% 3.12% 308,398 173.66 163.33 11.55 10.86 0.00 0.00 3.7000 3.48   -26.05%   -15.41% 31-Dec-2014 4.49 2.59 38.87 1.21 2.57% 0.00% 22-Jan-2015 4.35 2.50 37.66 1.18 2.66% 0.00%
30-Jun-2015 11-Nov-2014 30-Sep-2014 1 524,487 74,997 60,078 48,169 37,005 1,313,700 76.82% 11.45% 3.67% 308,380 170.08 159.95 15.62 14.69 12.00 11.29 4.2600 4.01   10.79%   33.53% 30-Sep-2014 8.42 4.95 53.91 1.98 1.86% 1.43% 11-Nov-2014 4.62 2.72 29.58 1.08 3.38% 2.60%
30-Jun-2014 25-Aug-2014 30-Jun-2014 4 536,321 61,342 54,910 43,478 - 1,261,170 - % 10.24% 3.45% 308,354 173.93 163.56 14.10 13.26 0.00 0.00 4.0900 3.85   -5.16%   -13.25% 30-Jun-2014 6.68 3.84 47.38 1.63 2.11% 0.00% 25-Aug-2014 7.08 4.07 50.21 1.73 1.99% 0.00%
30-Jun-2014 28-Apr-2014 31-Mar-2014 3 506,284 62,357 54,746 45,842 46,242 1,267,051 100.87% 10.81% 3.62% 308,285 164.23 154.40 14.87 13.98 15.00 14.10 4.1100 3.86   8.87%   2.12% 31-Mar-2014 6.47 3.94 43.51 1.57 2.30% 2.32% 28-Apr-2014 6.50 3.96 43.71 1.58 2.29% 2.31%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


Analyze this stock with MQ Trader system
  7 people like this.
 
lionel messi Smart money accumulation phase over. Looks like taking off soon. Fasten your seat belt guys.
02/11/2023 12:16 PM
Sardin Uptrend started and will last for at least a few months.
02/11/2023 3:21 PM
lionel messi A few months? Cool. Suspect there must be something brewing underneath to catalyze and sustain the uptrend. Just sit tight and auto cruise. Life is great and peaceful. Cheers to all stakeholders. Keep up the good work.
06/11/2023 9:06 AM
Sardin A lot of "fundamental" investors overlooked this stock because of bumpy EPS from 2015 to 2023. This roller coasting EPS could be the reason that washes HLIND out from their research list. What they might not know is sudden drop of EPS in 2017 is masked behind the loss materialised when sold out the inflated tangible assets of the prolong loss-making paper factory. It did not reflect the actual overall performance of HLIND. This is how I interprete performance for year 2017: actual EPS should be more or less close to FY2016 with a trim on the net asset which are not productive. Whereas 2020 and 2022 were hit by plant fully/partially shutdown during MCO which are non-fundamental related and non-repeatable. Fundamental of the company has not be shakened actually and large retained profit has been accumulated since 2019 (NTA increases from RM 5.17 to RM 6.45 excluding non-controlling interest). In addition on that, with much cheaper energy and raw material price and higher selling price compares with FY2023, earning for FY2024 is almost certain to increase further. The accumulated cash is also earning a better return because of higher interest rate. Tile business will be back to normal and quite profitable in 2024. That's I think is the better reason while a lot fundamental investors miss this when they rely on apps to filter for growth of EPS and steadily high ROE.
06/11/2023 11:47 AM
stockraider Yes this is a rock solid fundamental stock with good div too loh!
07/11/2023 10:39 AM
Sardin X3mg33, venturing into very exciting business
14/11/2023 11:18 AM
lionel messi Really? Cool. Thanks Sardin.
14/11/2023 12:05 PM
Sardin Based on the best info I obtained and my own judgment, this is what I think possible to happen:
1. Scrap the plan of new tile plant
2. Allocate the capital to the new capital-intensive business
It is so boring here looks like other people do not have anything to share.
14/11/2023 4:01 PM
lionel messi I supposed most have nothing to share because this counter is too low profile, peaceful and safe. Not like those goreng dodgy stocks. As the saying goes no news is good news. Boring is the new sexy. Eagerly awaiting their upcoming quarterly result. Cheers.
15/11/2023 7:53 AM
Sardin I thought you were focussing on american football
15/11/2023 9:54 AM
lionel messi Offseason now bro. Now back in Argentina for holiday and following HLI from here. Thinking of dumping all my money into this undervalued gem. The ringgit is so cheap also. What say you bro? Cheers.
15/11/2023 11:16 AM
Sardin Hi Lionel, to be frank, that is not a good idea. While HLIND is undervalued, don't put more than 5% of your wealth in this stock. Otherwise your money will be controlled by HLIND instead of you controlling your money. You know what I mean. Diversify your investment into equally good alternatives to preserve your freedom and peace of mind. I agree with you that we should sit back, read the coming quarterly report which I think earning will be decent, and see how much dividend is to be announced. For the time being, the best thing to do is probably doing nothing and guess the amount of interim dividend that is coming soon.
15/11/2023 10:12 PM
Sardin Here are my other thoughts:
1. Sources say that HLIND is preparing to get involve in global EV business, partner with someone (probably to have access to the technology required). Well, I think this is not surprising because the big guy is not doing charity paying over 3 million ringgit a year to the managing director to sit there running "grocery business".
2. So far the expansion of the 400 mil RM new tile plant has nothing contracted. What I think is that HLIND might have a more attractive alternative / option so this is put a side and might finally be cancelled to give way to that more attractive investment.
3. Whether or not the 400 mil RM tile plant is to be materialised, tile demand is growing and will gain traction because Indonesia is moving to a new capital (East Kalimantan). This will spur the demand for high quality tiles and West Malaysia has the advantage as a close supply to the construction site.
That's are my 2 cents.
15/11/2023 10:25 PM
lionel messi Thanks Sardin. Great insights as always. Appreciate it.
16/11/2023 9:29 AM
ykloh it has cash of 1.6bln. it can pay 0ut 100% of profit as dividend.
18/11/2023 3:45 PM
Sardin Commendable result with "stingy dividend". Expected.
18/11/2023 6:11 PM
lionel messi Yup. Just cruising along happily and enjoying the scenery.
21/11/2023 8:52 AM
Zoemee Hong Leong Industries Bhd expects a successful financial year as motorcycle demand rebounds.The company recorded a net profit of RM87.67 million in the first quarter ending Sept 30, 2023.https://www.instagram.com/p/Cz2tE0hhKn8/?img_index=1
24/11/2023 3:10 PM
lionel messi After all the excitement in UP, next playground is here right Sardin?
30/11/2023 9:57 AM
Sardin Hi Lionel, I shifted my focus and got too immersed in UP.
01/12/2023 9:54 PM
Sardin I dropped you a Christmas card. Search your mailbox.
01/12/2023 9:56 PM
stockraider Attractive earnings & div stock mah!
03/12/2023 10:28 AM
Leesa688 Thanks Sardin for all your input here and UP.
04/12/2023 8:31 PM
Fabien _the efficient capital allocator HLI wishes to inform that the Proposed Disposal of HCB has been completed today. Upon completion, HCB has ceased to be a subsidiary of HLI.



The Proposed Disposal was completed for an Estimated Purchase Price of RM76.13 million.
07/12/2023 8:21 PM
observatory HLI disposed HLI Trading Limited to a related party. This came after the disposal of Hume Cemboard Industries 6 months ago
12/12/2023 6:33 PM
chamlo Why HLI not moving like UP?

Sardin

Hi Lionel, I shifted my focus and got too immersed in UP.

3 weeks ago
28/12/2023 9:40 AM
lionel messi Just collect the almost 60 sen dividend every year for a yield of above 6% and sit patiently. Stock market is not just a stock picking game. It is also a waiting game.
29/12/2023 2:29 PM
alexnada Well said.
the waiting part is never easy.
29/12/2023 3:01 PM
lionel messi Easy peasy. Just work hard and grow your day job. Good stocks will take care of itself.
09/01/2024 9:50 AM
HarryBottle Here are my other thoughts:
1. Sources say that HLIND is preparing to get involve in global EV business, partner with someone (probably to have access to the technology required). Well, I think this is not surprising because the big guy is not doing charity paying over 3 million ringgit a year to the managing director to sit there running "grocery business".
2. So far the expansion of the 400 mil RM new tile plant has nothing contracted. What I think is that HLIND might have a more attractive alternative / option so this is put a side and might finally be cancelled to give way to that more attractive investment.
3. Whether or not the 400 mil RM tile plant is to be materialised, tile demand is growing and will gain traction because Indonesia is moving to a new capital (East Kalimantan). This will spur the demand for high quality tiles and West Malaysia has the advantage as a close supply to the construction site.
That's are my 2 cents.

Hi Sardin, may I know why do you think the Tile business will improve? Any insights on this business/industry?
11/01/2024 5:47 PM
lionel messi Welcome Harry. You are in a good place. Yes, Sardin is a great guru. Would love to hear from him but he may have found an even better place. We are on our own now. Can only hold on to his past wisdoms. But stick around. May turn out to be a gem.
15/01/2024 8:52 AM
stockraider Good bluechip investment mah!
01/02/2024 12:44 PM
Fabien _the efficient capital allocator 3 billion market cap company. of which 1.6 billion net cash. generates 280-300 million annual profit. very profitable company at cheap valuation. HOLD.
15/02/2024 4:15 PM
DividendGuy67 This one is certainly a "should own" stock. The only question for me is "how much?" That depends on your objective, your risk tolerance, what is your investment philosophy and strategy. I have mine where I am highly diversified, where my neutral position is around 3% capital. And this one should be neutral. My only complain is why Quek has been hoarding cash for the past 9 years - what exactly are his plans?

Having said that, if you are feeling speculative - note the 6 year triangle consolidation. Within the next 1-2 years, there should be some kind of a breakout.

Happy reading - http s://dividendguy67.blogspot.com/2024/02/hlind.html.
18/02/2024 8:08 AM
stockraider Go for it longterm loh....next 4 yrs can above Rm 20.00 mah!
18/02/2024 12:50 PM
lionel messi Cool. Meantime just shake legs and collect the decent yearly dividend. Life is peaceful as it should be.
20/02/2024 11:10 AM
ongkkh insider knew the div and buy in advance
21/02/2024 6:51 PM
Fabien _the efficient capital allocator Special dividend 50 sen 😋
21/02/2024 7:49 PM
Fabien _the efficient capital allocator Wait for management to sell their non-core assets of Guocera tiles business and more bumper dividends for us.
21/02/2024 7:53 PM
DividendGuy67 Fuiyoh .... 50 sen special dividend beat my expectations so, so, nicely!
Total dividend this year is now 70 sen. At current price of 9.57, that's still easily above 7% dividend yield.
I am applauding management and the board for not hoarding the cash!
Bravo HLIND!
21/02/2024 10:51 PM
EngineeringProfit Yum...yum...big angpow
21/02/2024 10:55 PM
DividendGuy67 @raider, you echo my thoughts - double before 5 years is a majority scenario in my book too, especially after this Special Dividend landmark decision. For the first time, in a very long time, HLIND finally decided to share more of its cash with shareholders. Truly landmark.

Now is only Q2, and total dividends 70 sen, highest ever (at least past 10 years).
Nice increase from the previous 57 sen too.
This is how dividends should be managed.

Hence, can recommend higher than neutral position for long term investment.
If the price fall, you'll find me there to support and accumulate to be higher than neutral.
21/02/2024 11:04 PM
cch1042 Do you guys is worth for me to switch from TENAGA to HLI ?
22/02/2024 11:27 AM
Leesa688 So they are listening to all the earlier comments of giving higher dividends.
22/02/2024 11:44 AM
observatory The Board deserves praise for returning unused capital to shareholders through special dividend of 50 sen.

The total amount of special dividend is about RM157m, which is greater than the proceeds from disposal of HLIT (~RM36m) and HCB (~RM80m). But RM157m is only a small fraction of the latest company net cash at RM1.7b

As I’ve commented earlier, the share price will re-rate upwards if the Board returns more cash to shareholders. Today share price movement has just confirmed the point.

To reiterate my earlier comments, let’s compare against Bermaz Auto, which is probably the best run automotive local company. BAuto trailing twelve month revenue was about RM4b, supported by a net cash position of about RM400m, or about 10% of annual revenue.

Applying the same standard, HLI’s annual revenue of about RM3b needs only about RM300m of net cash as working capital. It could safely return RM1.7b - RM300m = RM1.4b of cash to shareholders without affecting its business operations. That works out to be about RM4.5 cash per share.

According to Kenanga, the passenger vehicle sector’s average forward PE is about 11 times. Applying this average, the share price is still worth 11 x RM0.927 (Kenanga’s 2024F EPS) = RM10.2.

In other words, if the Board is willing to put cash to better use, conservatively the share price could be RM10.2 plus special dividends of RM4.5! This has not even taken into account of HLI’s dominant market position. Besides, by showing it cares about minority shareholders' interest, it could enjoys an even higher PE multiple.

Moving forward, I hope the Board could give greater clarity to shareholders and the market how it would best utilise its cash.
22/02/2024 12:56 PM
Fabien _the efficient capital allocator They can return more cash to shareholders. They have abandoned their plan to expand Guocera tiles business. Looking at this, it's more likely they will dispose of this non core assets following recent disposals. Their annual operating cash flow amounts to at least RM500mil. This is enough to fund their entry into auto spare parts business.
26/02/2024 9:10 PM
observatory @Fabien, may I know where did you get the announcement that they abandoned the Guocera expansion plan?
27/02/2024 4:12 PM
SGX6138 Good dividend counter. Just need to hang on tight.
05/04/2024 3:26 PM
DividendGuy67 HLIND closed 10.94, touches 11, +2.24% after ex-div 50 sen dividend recently. What an amazing counter. Thanks for HLIND and 22 other green stocks to offset 12 red stocks, my portfolio made all time high again today! Thank-you Mr Market!
08/04/2024 11:14 PM
SGX6138 Congrats! This is really a good counter and a wonderful business. Let's all make money from here.
16/04/2024 9:31 PM