Hong Leong Asia

Hong Leong Asia unit Guangxi Yuchai included in US 'unverified list' - THE EDGE SINGAPORE

Geopolitics

Hong Leong Asia unit Guangxi Yuchai included in US 'unverified list'

As at Oct 16, Guangxi Yuchai’s business is operating normally with no major supply chain impact, says China Yuchai.
As construction recovery takes hold, building materials plays see different prospects - THE EDGE SINGAPORE

Construction

As construction recovery takes hold, building materials plays see different prospects

With the construction sector recovering, are all its suppliers seeing better prospects as well? Maybe not.

Broker's Calls

CGS-CIMB keeps 'add' rating for China Yuchai with reduced TP of US$13.60

The lower TP comes off the back of China Yuchai’s below expectation 1HFY2022 net profit of RMB94 million, 63% lower y-o-y.

Broker's Calls

CGS-CIMB ups Hong Leong Asia's TP on 141% surge in building materials segment

Shares in Hong Leong Asia are trading at 73.5 cents, down 13.5% year-to-date.

Results

Hong Leong Asia sees 1HFY2022 earnings increase by 4.5% y-o-y to $42.6 mil

Looking ahead, the group is “cautiously optimistic” that its main business units will continue to remain resilient in the 2HFY2022

Broker's Calls

Hong Leong Asia ‘revving up for a stronger ride in 2022’: CGS-CIMB

CGS-CIMB Research has maintained his “add” rating on Hong Leong Asia upon results for the 2HFY2021 and FY2021

Results

BRC Asia FY2021 earnings up 131% to $45 mil, declares final and special dividend of 8 cents

The company will be paying a total dividend of 12 cents per share for FY2021
The Place Holdings is sector winner; BRC Asia and Kimly top earnings growth and ROE respectively - THE EDGE SINGAPORE

Billion Dollar Club 2021

The Place Holdings is sector winner; BRC Asia and Kimly top earnings growth and ROE respectively

The three companies that won in the cyclical consumer services sector are a rather diversified bunch.
UOB Kay Hian adds Lendlease REIT to its alpha picks portfolio, removes Ascendas REIT, SGX, Hong Leong Asia - THE EDGE SINGAPORE

Broker's Calls

UOB Kay Hian adds Lendlease REIT to its alpha picks portfolio, removes Ascendas REIT, SGX, Hong Leong Asia

The team has identified two re-rating catalysts to LREIT and has kept “buy” on LREIT with an unchanged target price of $1.01.
Hong Leong Asia's 20% stake in BRC Asia brings greater collaboration: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

Hong Leong Asia's 20% stake in BRC Asia brings greater collaboration: CGS-CIMB

"We are positive on this deal as we see synergistic collaboration between both parties."
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