JohnTill Posted - 2 days ago

$CYD Boring until it isn't. I managed to add a lot of shares between 8.25 and 8.35 that past months. This has next to no liquidity so it has taken time to build up a huge position. Just waiting on that "special dividend" / huge buyback news that is waiting in the wings and will send this flying. Once the China turnaround story really takes roots people will go looking for solid industry companies and that is when we will see double digits+ in a hurry. Locked and loaded and now just waiting with some slow adds. I have the time.

JohnTill Posted - 2 weeks ago

$CYD I blame Weichai Power's comments on slower growth in 2024 for HDT for the weakness. However Weichai Power is currently hitting one-year highs so go figure. I guess CYD traders missed the recent note that "China pledged central government funds to encourage consumers and businesses to replace old equipment." I added a bunch the last five trading days 8.35-8.40 and currently sitting right at my avg. price - flat for the year. We need a catalyst to get out of this range and lets hope that special dividend or big buyback comes out soon. Selling now at less than 40% of cash value and 25% of tangible book value with a EV/EBITDA of ~2. I have no issue adding lower but would much rather see this rocket from here.

JohnTill Posted - 1 month ago

$CYD This is so itching to breakout of this range. One of my larger positions now after several months of slowly accumulating shares.

JohnTill Posted - 1 month ago

$CYD Undervalued and underappreciated. Heavy duty truck sales in Mainland China are projected to expand by ~15%+ in 2024. CYD selling at 40% of cash value and 27% of tangible book value and growth well. Main numbers... EV/Revenue = 0.14 EV/EBITDA = 2.1 EV/EBIT = 3.9 I will just keep adding and adding and just need the dividend, repurchase and/or buyout news so send this flying. The bigger issues I want something with decent downside protection also and this has it in layers.

JohnTill Posted - 1 month ago

$CYD They need to get out the share repurchase news. Given China’s change in sentiment this would fly on the news given the growth, earnings and book. Built up a huge position now and collecting daily.

JohnTill Posted - 1 month ago

$BABA Some China porn for the crowd as the China markets break out of consolidation. The last time we were at these levels the USA feel for 4 years and China rallied. Will history repeat or rhyme? Loaded with 20+ China positions, with many rocking hard and several waiting to play catchup. $DOYU $CYD $HYW

JohnTill Posted - 1 month ago

$CYD Keeping adding up those fills 8.40-8.60 and very decent position now. One of these days we are going to get surprise news of a massive repurchase program or special dividend and this flies. I buyout would not surprise me but have heard no rumbling of rumors on the front. For now happy to just add and the fundamentals will matter one day.

TickerDD_com Posted - 1 month ago

From 2/29/2024, looking back across 22 Month-Ends for CYD, Percentage Change of Average Monthly Price had More Negatives (55%) while Percentage Change of Average Monthly Volume had All Positives (100%) $CYD #CYD #CYDStock #TickerDD #CYDPrice https://www.youtube.com/watch?v=DKzbQ5YH8Lk

JohnTill Posted - 02/27/24

$CYD I managed to get a bunch of decent buys 8.35-8.46 to add to the pile. From today's conference call they expect some margin gains in 2024 along with "We expect the market for vehicle engines, especially for the heavy-duty and medium-duty market to grow by between 10% to 15% in 2024. So with that growth, we hope to capture more of the market and, therefore, also have some success in the penetration of some OEMs." Add to that "We expect more technology enhancement and more power train systems and components using alternative fuel to be introduced" and an increase in NEV products. With the China bull underway this could be a decent winner in 2024. Still disappointed on no repurchase announcements but still think that is coming.

JohnTill Posted - 02/27/24

$CYD This has been undervalued and underappreciated for years so who knows when the market notices it or it gets bought out. However the numbers are wild given China looks to be going into bull mode and Heavy duty truck sales in Mainland China are projected to expand by ~15%+ in 2024. Based on today's figures..... EV/Revenue = 0.14 EV/EBITDA = 2.1 EV/EBIT = 3.9 So this growth and profits and selling at 40% of cash value and 27% of tangible book value. So will this be an internal buyout or competition taking them over?

JohnTill Posted - 02/27/24

$CYD Where is our buyback? Revenue are way up as expected and books look much better. They would have crushed last year's earnings if not for the much larger tax bill compared to 2022. $350 Market Cap. vs $852 million in cash now and ~$32 per share tangible book value. EV PE is ridiculously small at this stage. Given the short term weakness I have to assume the market was looking for the buyback and not loving the increased R&D costs. Buying the dip but might be a very long wait. Thankful everything else I am sitting on is mostly running nicely hard today and this was more than worth the risk-reward.

Stock_Titan Posted - 02/27/24

$CYD China Yuchai International Announces Unaudited 2023 Second Half-Year and Full Year Financial Results https://www.stocktitan.net/news/CYD/china-yuchai-international-announces-unaudited-2023-second-half-year-nvb0qw6v00k3.html

JohnTill Posted - 02/26/24

$CYD Earning tomorrow! I did not need more shares but could not resist taking down those 8.50s this morning to add to my pile. The heavy-duty truck industry was up 35% in 2023, and based on CYD's position, I expect a decent beat and great projections for 2024. In July, they passed a resolution at the AGM that would allow them to implement share repurchases for the first time. Why would they go through this effort after all these years without plans to use it? Market cap of 353 million and pushing $800 million in cash + eqv. given the recent division sales. This report would be the perfect timing to announce a $50+ million program and should get this rocking in a combo with good results and projections. Locked and loaded.

JohnTill Posted - 2 months ago

$CYD ~6 PE ratio with great earnings on the way Feb. 27th and betting a new large repurchase plan to get annouced. ~$30 tangible book value and selling way under 50% of cash value. I have a fairly large position now built up over many weeks. Now I just wait for the payout.

JohnTill Posted - 2 months ago

$CYD Added again today to the pile. The odds are fairly high that the Feb. 27th earnings will be very good but I personally am looking for them to implement their first repurchase program. Once China gets over this rough patch I am betting these two items combined will get this rolling.

value777 Posted - 2 months ago

$CYD If large shareuybacks are implemented and volume increases this could realy fly. The volume is low like a forgotten stock while everyone chases the next AI stock until it's time to rotate to value.

jng15 Posted - 2 months ago

@JohnTill @value777 I'm still a novice when it comes to investing so please bear with me. I learned about value investing years ago and started a position with $CYD years ago because of the fundamentals that you mentioned. As you stated - it hasn't gone anywhere. I was wondering if you can elaborate further on why this stock has not moved much. -Is it because of its un-popularity? -Do you think the stock needs upgrades from analysts to increase investment interest? -Or is it maybe that value investing is not what it used to be? People rather pick "get rich quick" stocks rather than buying and holding? Also, I might have missed the news about the stock buyback program but is that actually something in the works or just speculation?

JohnTill Posted - 2 months ago

$CYD Weichai Power is one of CYD's key competitors in China. It just hit a two year high and recently put out great truck growth figures on recent earnings. I smell a big beat along with a new share repurchase coming Feb. 27th. Added a bunch more to the pile yesterday but the stock is so bloody illiquid.

Stock_Titan Posted - 2 months ago

$CYD CHINA YUCHAI INTERNATIONAL TO ANNOUNCE UNAUDITED 2023 SECOND HALF AND FULL YEAR FINANCIAL RESULTS ON FEBRUARY 27, 2024 https://www.stocktitan.net/news/CYD/china-yuchai-international-to-announce-unaudited-2023-second-half-exbsaghpm0e9.html

JohnTill Posted - 2 months ago

$CYD Selling at 2.3 times EV/EBITDA, ~28% of tangible book value with a large beat and first-time share repurchase announcement just around the corner plus the China markets just itching to go on a run. I will buy these all day long from a risk-reward standpoint. This has been undervalued for years but long overdue.

value777 Posted - 2 months ago

$CYD $16 dollars coming soon. Range contraction followed by a pop.

JohnTill Posted - 2 months ago

$CYD Added another 13K shares to my position the last 10 trading days avg. 8.55, including a few 1K today. This is so illiquid it takes time without moving the price. CYD has been cheap for years and currently a ~$30 tangible book value, selling far less than 50% of cash value and ~6 PE ratio. The change for me is the huge jump in growth they should show this upcoming quarter with the potential for a first time and large share repurchase and special dividend on the plate. Add to that China's recent move to support their markets and economy and you the ingredients for some big moves with likely very limited downside given the book/cash/earnings. Will just continue to add at this stage and price.

value777 Posted - 2 months ago

$CYD if Palantir can go up almost 20% why can China Yuchai hit book value? Lots of small caps in China popping 20% with higher multiples than China Yuchai. So is it a stretch to have a 40% percent day? 🤔 Or at least a 40% month?

value777 Posted - 2 months ago

$CYD so JD and Alibaba are rocketing and heavy duty truck sales have soared 64% yoy in China according to Mysteel Global for January. People the dynamite is lit and now we're about to take off. This is going to be insane with a stock that's almost a microcap.

Vestorinvest Posted - 2 months ago

$BABA $CHR $CYD Chr and Cyd has been shaw capitals heavy acquisition adding sizeable positions they would know something… But the weakness???

value777 Posted - 2 months ago

$CYD Was interesting analysing the chart because there seems to be 5-6 year down cycles accompanied by a sharp move up

value777 Posted - 2 months ago

$CYD see you guys at $16

tickeron Posted - 3 months ago

A.I.dvisor made a bullish call on $CYD, netting in a 8.30% gain over 5 days https://srnk.us/go/4975064

StockAutomatePro Posted - 3 months ago

$CYD The chart is predicting a possible uptick in the stock price. We alerted the BUY signal at $8.35 and we were able to close this one with profit at $9 🎯

STCKPRO Posted - 3 months ago

$CYD NEW ARTICLE : China Yuchai: Shares Are Mispriced https://www.stck.pro/news/CYD/72765717/