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care to show us some statistic about xin fei......
ha ha.... joking only......otherwise kuo si xin fei .....
lucky168 ( Date: 22-Nov-2010 17:13) Posted:
the only catalyst I think that can help this stock is the buyout of Xinfei, or maybe some capital distribution 
you know this company got how much cash or not.... close to $1b if I remember correctly. wah liao, no acquistion plans keep so much $$$ for what?
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the only catalyst I think that can help this stock is the buyout of Xinfei, or maybe some capital distribution
you know this company got how much cash or not.... close to $1b if I remember correctly. wah liao, no acquistion plans keep so much $$$ for what?
u seems to be very positive with the results ?
lucky168 ( Date: 10-Nov-2010 23:06) Posted:
The financial highlights for the third quarter of 2010 are:
• Net revenue was RMB 3.3 billion (US$
497.6 million) compared with RMB 3.5 billion (US$ 524.0 million) in the
third quarter of 2009;
• The gross margin increased to 23.1% from 19.9% in the third quarter of 2009;
• Operating margin increased to 10.7% from 7.6% in the third quarter of 2009;
• Total net profit attributable to China Yuchai’s shareholders was RMB
217.5 million (US$ 32.5 million), or earnings per share of RMB 5.84 (US$
0.87),
compared with RMB 160.2 million (US$ 23.9 million), or earnings per share of RMB 4.30 (US$ 0.64) in the third quarter of 2009.
For the nine months ended September 30, 2010, net revenues rose 25.1% to
RMB 12.4 billion (US$ 1.9 billion) from RMB 9.9 billion (US$ 1.5
billion) for the nine months
ended September 30, 2009. The gross profit increased by 52.4%
year-over-year to RMB 2.7 billion (US$ 401.4 million) from RMB 1.8
billion (US$ 263.3 million) for the
nine months ended September 30, 2009. Gross margin for the nine months
ended September 30, 2010 rose to 21.7% from 17.8% in 2009 mainly due to
increased selling of
higher margin heavy-duty engines. Operating income increased 131.8% to
RMB 1,156.8 million (US$ 172.7 million) from RMB 499.1 million (US$ 74.5
million) for the
comparable period in 2009. Total net profit attributable to China
Yuchai’s shareholders for the nine months ended September 30, 2010 was
RMB 668.4 million (US$ 99.7
million), or earnings per share of RMB 17.93 (US$ 2.6 .
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once it hit 3.1 it would be a good buy !
enghou ( Date: 16-Nov-2010 22:20) Posted:
| Hong Leong Asia Ltd | | Result note - Headwinds for Xinfei - by Tan Siew Ling | | (HLA SP / HLAA.SI, UNDERPERFORM - Maintained, S$3.43 - Tgt. S$3.23, Industrial Goods and Services) |
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HLA's 3Q10 core net profit of S$20.6m (-23% yoy) came in slightly below expectations, accounting for 18% of our and consensus forecast respectively. 9M10 core net profit of S$88.7m formed 79% of our full-year forecast. Shortfall emanated from an impairment charge on Karimun quarry and weak Xinfei earnings. Management cited change in regulations on the rural subsidy program in China which could result in a challenging upcoming 4Q for Xinfei. We reduce our FY10-12 core EPS estimates by 8-10% to factor in the impairment charge and reduced earnings for Xinfei, offset partially by stronger projections for Yuchai. We also roll forward to CY12. Accordingly, our sum-of-parts target price rises marginally to S$3.23 from S$3.21. Maintain Underperform as we see de-rating catalysts from poor earnings performance in upcoming quarters. |
Source: CIMB
Make Love More, Don't Make More Enemies
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| Hong Leong Asia Ltd |
| Result note - Headwinds for Xinfei - by Tan Siew Ling |
| (HLA SP / HLAA.SI, UNDERPERFORM - Maintained, S$3.43 - Tgt. S$3.23, Industrial Goods and Services) |
|
HLA's 3Q10 core net profit of S$20.6m (-23% yoy) came in slightly below expectations, accounting for 18% of our and consensus forecast respectively. 9M10 core net profit of S$88.7m formed 79% of our full-year forecast. Shortfall emanated from an impairment charge on Karimun quarry and weak Xinfei earnings. Management cited change in regulations on the rural subsidy program in China which could result in a challenging upcoming 4Q for Xinfei. We reduce our FY10-12 core EPS estimates by 8-10% to factor in the impairment charge and reduced earnings for Xinfei, offset partially by stronger projections for Yuchai. We also roll forward to CY12. Accordingly, our sum-of-parts target price rises marginally to S$3.23 from S$3.21. Maintain Underperform as we see de-rating catalysts from poor earnings performance in upcoming quarters. |
Source: CIMB
Make Love More, Don't Make More Enemies
The financial highlights for the third quarter of 2010 are:
• Net revenue was RMB 3.3 billion (US$
497.6 million) compared with RMB 3.5 billion (US$ 524.0 million) in the
third quarter of 2009;
• The gross margin increased to 23.1% from 19.9% in the third quarter of 2009;
• Operating margin increased to 10.7% from 7.6% in the third quarter of 2009;
• Total net profit attributable to China Yuchai’s shareholders was RMB
217.5 million (US$ 32.5 million), or earnings per share of RMB 5.84 (US$
0.87),
compared with RMB 160.2 million (US$ 23.9 million), or earnings per share of RMB 4.30 (US$ 0.64) in the third quarter of 2009.
For the nine months ended September 30, 2010, net revenues rose 25.1% to
RMB 12.4 billion (US$ 1.9 billion) from RMB 9.9 billion (US$ 1.5
billion) for the nine months
ended September 30, 2009. The gross profit increased by 52.4%
year-over-year to RMB 2.7 billion (US$ 401.4 million) from RMB 1.8
billion (US$ 263.3 million) for the
nine months ended September 30, 2009. Gross margin for the nine months
ended September 30, 2010 rose to 21.7% from 17.8% in 2009 mainly due to
increased selling of
higher margin heavy-duty engines. Operating income increased 131.8% to
RMB 1,156.8 million (US$ 172.7 million) from RMB 499.1 million (US$ 74.5
million) for the
comparable period in 2009. Total net profit attributable to China
Yuchai’s shareholders for the nine months ended September 30, 2010 was
RMB 668.4 million (US$ 99.7
million), or earnings per share of RMB 17.93 (US$ 2.6.
hope fully tomorrow no correction on the sti..... otherwise.....
des_khor ( Date: 06-Oct-2010 17:08) Posted:
Vol also up.... hopefully tomorrow will up further !
des_khor ( Date: 06-Oct-2010 16:55) Posted:
| Unlikely la .... RSI turn up liao... |
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Vol also up.... hopefully tomorrow will up further !
des_khor ( Date: 06-Oct-2010 16:55) Posted:
Unlikely la .... RSI turn up liao....
epliew ( Date: 06-Oct-2010 16:50) Posted:
| waiting for it to drop further |
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Unlikely la .... RSI turn up liao....
epliew ( Date: 06-Oct-2010 16:50) Posted:
waiting for it to drop further ?
des_khor ( Date: 06-Oct-2010 16:27) Posted:
| hahha... this one playing pingpong... |
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waiting for it to drop further ?
des_khor ( Date: 06-Oct-2010 16:27) Posted:
| hahha... this one playing pingpong... |
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hahha... this one playing pingpong...
Not for long... :)
3.40 cleared.
Forgotten child....
to me, it is still waiting for the bullish confirmation - breakout.
gone case again, should have bought when it touches 3.25
Still waiting for the 3.40...Mkt is now super hot...
Looks like is cooking... waiting for 3.40 breakout play.
vested interest.
how did u get the news ?
LeeFreshee ( Date: 27-Sep-2010 17:36) Posted:
Thanks, Boogie. Much appreciated.
I am not sure if HLBB and HL Asia have impact on each other. Hong Leong Asia is primarily in China and in manufacturing. So, seems very different. Can anyone advise and confirm?
Anyway, how is HLGE related to HL Asia, or even HLBB?
I also dug and found out that HL Asia's CEO just sold all his shares beginning transaction on 21 Sept when the share price starts to drop. But then, it seems that he has always done the same in previous years. So, should not reflect his confidence in the Company's performance.
Any opinion will be welcome. |
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Thanks, Boogie. Much appreciated.
I am not sure if HLBB and HL Asia have impact on each other. Hong Leong Asia is primarily in China and in manufacturing. So, seems very different. Can anyone advise and confirm?
Anyway, how is HLGE related to HL Asia, or even HLBB?
I also dug and found out that HL Asia's CEO just sold all his shares beginning transaction on 21 Sept when the share price starts to drop. But then, it seems that he has always done the same in previous years. So, should not reflect his confidence in the Company's performance.
Any opinion will be welcome.
