Sri Lanka Equity Forum
Dear Reader,

Registration with the Sri Lanka Equity Forum would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
Sri Lanka Equity Forum
සිංහල පරිවර්තනය
Poll

SLEF Market Sentiment Indicator

73% 73% [ 1137 ]
27% 27% [ 425 ]

Total Votes : 1562

Latest topics
» Govt. moving forward slowly but steadily
by predictor Yesterday at 11:48 pm

» Reasons for negative comments by members on CSE
by Chinwi Yesterday at 10:07 pm

» FLCH 110 million traded @ 4
by buddikasmart Yesterday at 9:58 pm

» COLOMBO SHIT EXCHANGE UNDER YAHAPALANAYA
by kovida Yesterday at 6:46 pm

» Yahapalanaya Hits on financials-Listed companies
by Teller Yesterday at 6:41 pm

» Profit making companies in CSE
by Teller Yesterday at 6:30 pm

» PABC TO BE FINED !
by Teller Yesterday at 5:59 pm

» COCR profit declined QoQ by 19℅
by niru Yesterday at 2:10 pm

» ACL can drop to 36/_ levels
by Teller Yesterday at 2:02 pm

» JKH will settle @ 160
by thankrishan Yesterday at 1:42 pm

» FOREIGN BUYING TURNED INTO SELLING
by Namal Yesterday at 12:10 pm

» CFVF 2 Rupee Dividend on the way
by NCC Yesterday at 11:00 am

» AINV.N Right Issue
by Teller Yesterday at 10:59 am

» Do you think FLCH XD Date price will 3.60
by sharemarket Yesterday at 9:52 am

» How CSE reacted after Ranil rang the trading commencement bell to mark 30th anniversary
by Ran49 Yesterday at 7:45 am

» Ahoo Kalamazzoooo....
by Elahara Yesterday at 6:19 am

» suger tax will hit CCS and NEST
by nimantha80 Yesterday at 5:47 am

» THE KANDY HOTELS COMPANY PLC & ASIA ASSET FINANCE PLC (AAF.N0000)
by Teller Yesterday at 1:56 am

» Life Insurance Companies to be affected by new Tax Bill?
by Teller Yesterday at 1:47 am

» TO SHARE HOLDERS OF CITK
by Teller Yesterday at 1:43 am

» IS PABC ENTRAPPED IN TREASURY BONDS TRADES???
by Teller Yesterday at 1:38 am

» sell and exit from CSE
by Teller Yesterday at 1:19 am

» LOLC will hit again
by Teller Yesterday at 1:07 am

» Banking sector financial soundness indicators stable: IMF
by Teller Tue Aug 22, 2017 5:57 pm

» Hi friends make huge money
by Teller Tue Aug 22, 2017 5:51 pm

» OH OH PUMP AND DUMP FINALLY THE CAT OUT OF THE BAG !
by Teller Tue Aug 22, 2017 5:48 pm

» Browns capital quite stable
by niru Tue Aug 22, 2017 5:46 pm

» Will JKH touch Rs. 180
by bakapandithaya Tue Aug 22, 2017 1:59 pm

» ONLINE EASY EARNINGS.GIVE A USER NAME, PASSWORD AND REGISTER.
by Teller Tue Aug 22, 2017 11:54 am

» Sri Lanka, the First Asian country to become the Victim of China’s Debt Trap.
by anges Tue Aug 22, 2017 1:41 am

» FRESH CUT BG / SBLC, MTN FOR LEASE AT LOW RATES
by sekaran00 Mon Aug 21, 2017 11:49 pm

» BFN (ORIENT FINANCE PLC)
by DS Wijesinghe Mon Aug 21, 2017 9:58 pm

» Sri Lanka's EPF to get property stock for bus SOE arrears
by DS Wijesinghe Mon Aug 21, 2017 4:21 pm

» Is AINV.N going to its END
by Teller Mon Aug 21, 2017 1:44 pm

» Bil will hit Rs.5/= within next 6 Month
by sanjulanka Mon Aug 21, 2017 12:53 pm

» CTBL soon be a Gem
by ruwan326 Mon Aug 21, 2017 11:01 am

» Justice vs Injustice
by reyaz Mon Aug 21, 2017 9:51 am

» KZOO.N0000 Will Rise Up
by Elahara Sun Aug 20, 2017 6:23 pm

» LDEV gonna be a Gem soon
by Chinwi Sat Aug 19, 2017 2:33 pm

» Windows installer doesn't allow me to set up the desktop app of Acuity online trading system.
by Jayashantha Sat Aug 19, 2017 8:30 am

» Anyone ready for the super September ?
by Ran49 Sat Aug 19, 2017 7:16 am

» You still do not believe in the earnings on the Internet?
by ruwan326 Fri Aug 18, 2017 7:39 pm

» New Tax Reform Bill to impose a stock trading tax? - Reuters
by Ran49 Fri Aug 18, 2017 7:25 pm

» Vehicle Prices
by worthiness Fri Aug 18, 2017 3:05 pm

» RWSL Dividend Rs. 0.15 per share / Final Dividend
by MasterD Fri Aug 18, 2017 2:32 pm

» SIRA loss increased by 270℅
by gdid Fri Aug 18, 2017 1:34 pm

» How to send privet Massages here
by Teller Fri Aug 18, 2017 1:07 pm

» where is AINV financials
by Teller Fri Aug 18, 2017 11:56 am

» Apla huge profit drop,-76%
by Teller Fri Aug 18, 2017 11:52 am

» LOFC Chart 28.04.2017 (weekly chart)
by stockback Fri Aug 18, 2017 10:32 am

» BIL will give you quick 10% return
by sharemarket Fri Aug 18, 2017 9:49 am

» Motor bike tax reduction by 90℅
by Harry82 Fri Aug 18, 2017 9:19 am

» Market is falling continuously
by soileconomy Fri Aug 18, 2017 7:43 am

» Harry J-led Japanese consortium makes UL offer in writing
by DS Wijesinghe Thu Aug 17, 2017 7:22 pm

» DUTY OF CSE & SEC
by niru Thu Aug 17, 2017 3:07 pm

» Abans in mega Shopping Mall project : Fitch report
by Wimal Modawansa Thu Aug 17, 2017 12:03 pm

» Nest profit down by 33.4℅ YOY
by Teller Thu Aug 17, 2017 11:48 am

» I Quit CSE today and Enter NASDAQ/TDWL
by D.G.Dayaratne Thu Aug 17, 2017 11:24 am

» RENUKA CAPITAL PLC (KZOO)
by Namal Thu Aug 17, 2017 8:13 am

» PABC Bank..
by Chinth Wed Aug 16, 2017 9:56 pm

» CSEC and CFVF
by ruwan326 Wed Aug 16, 2017 7:07 pm

» ABOUT BFL.....
by Deen79 Wed Aug 16, 2017 3:15 pm

» CHOT 62% loss QOQ
by Teller Wed Aug 16, 2017 2:10 pm

» Sri Lanka: Stock Market - Blood Bath on First Day of Ranil's fourth Term lead UNP Government - over 500,000 Investors are awaiting Rs.500,000 per investor Margin Trading promise given in UNP Manifesto amounting to over Rs.250 Billion
by DS Wijesinghe Wed Aug 16, 2017 1:52 pm

» BINARY OPTION TRADING
by samaritan Wed Aug 16, 2017 1:49 pm

» FLCH-First to decalre Div?
by Agape Wed Aug 16, 2017 10:54 am

» Today ASPI 45 points down???? JKH 160/50
by nigma Wed Aug 16, 2017 8:21 am

» YORK RS. 1.00 DIVIDEND........?
by wisdom79 Wed Aug 16, 2017 7:24 am

» COCR IN TROUBLE?
by Chinwi Wed Aug 16, 2017 7:22 am

» Teller .Equity stars 12123....
by Teller Tue Aug 15, 2017 11:14 pm

» plantation shares.....
by Captain Tue Aug 15, 2017 11:01 pm

» FLCH Browns Capital
by hanuma Tue Aug 15, 2017 10:31 pm

» Advertise on Sri Lankas' No.1 Stock Market Forum!!
by Teller Tue Aug 15, 2017 6:11 pm

» ABANS FINANCE UNDER INVESTIGATION BY CSE AND SEC?
by Wimal Modawansa Tue Aug 15, 2017 5:24 pm

» KHL 380℅ lost QOQ
by samaritan Tue Aug 15, 2017 5:12 pm

» Open an Account with https://expertoption.com/?refid=10784
by jayasurya1126 Tue Aug 15, 2017 3:46 pm

» COUNTRY HEADED TOWARDS A BOP CRISIS !
by skyfall Tue Aug 15, 2017 11:11 am

» Hemas Profitability drops, CEO Steven Enderby warns tough times ahead but confident of HHL future growth
by reyaz Tue Aug 15, 2017 10:10 am

» PROPERTY BUBBLE IS IMMINENT !
by reyaz Tue Aug 15, 2017 10:05 am

» ELPITIY Good Profit
by visvajith Tue Aug 15, 2017 9:37 am

» භාණ්ඩාගාර බිල්පත් පොළිය තවදුරටත් පහළට
by stockback Mon Aug 14, 2017 10:44 pm

» Plantation Shares...
by Captain Mon Aug 14, 2017 10:12 pm

» watch CTBL & ASIYA
by Teller Mon Aug 14, 2017 9:59 pm

» NOW TALK ABOUT YORK ARKADE PLC
by reyaz Mon Aug 14, 2017 9:59 am

» Ceylon Foreign Trade
by Investor1994 Mon Aug 14, 2017 7:47 am

» Sri Lanka Trade Deficit to widen with more urgent rice imports
by DS Wijesinghe Mon Aug 14, 2017 6:55 am

» More than 100 Annual and interim financial statements will be publish withing next 3 working days...
by Teller Mon Aug 14, 2017 12:54 am

» LIOC is active again
by Teller Mon Aug 14, 2017 12:52 am

» Sri Lanka Govt ready to squeeze credit to property'
by anges Sun Aug 13, 2017 10:12 pm

» DirectFN used by anyone now (Aug 2017)
by prabath Sun Aug 13, 2017 9:46 pm

» COUNTRY HEADING TOWARDS CHAOS....!!!!
by Teller Sun Aug 13, 2017 7:21 pm

» Whats up with ctld?
by Teller Sun Aug 13, 2017 6:51 pm

» Anna Umbalage ekek Yahapalanayata avilla
by Teller Sun Aug 13, 2017 6:18 pm

» ASI now 6500
by Teller Sat Aug 12, 2017 11:40 pm

» AINV.N Starts again ?
by Teller Sat Aug 12, 2017 11:32 pm

» Mattala Airport to be leased to Indian company ----GREAT.... Srilankan Airline is the only problem ...no one is willing to take
by Teller Sat Aug 12, 2017 11:29 pm

» Equity Forum
by Teller Sat Aug 12, 2017 11:17 pm

» If same thing happens in MR era?
by bakapandithaya Fri Aug 11, 2017 3:11 pm

» BOND GATE ........!!!!!!!!
by samaritan Fri Aug 11, 2017 10:38 am

Ceylon Cold Stores - A valuable illiquid stock

Page 2 of 4 Previous  1, 2, 3, 4  Next

View previous topic View next topic Go down

Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Wed Oct 21, 2015 5:24 pm

First topic message reminder :

Q2 PAT up by 129% with 24% revenue growth and GP margin increase of 3pp meaning material costs have come down. Six month EPS 13.22 and NAV is 123.

2015/160 EPS (E) would be 28 and current PE is 13.5. PBV is 3.1. In medium term this share can reach Rs440. Solid investment for value investors.
Thanks Basketball
avatar
EquityChamp
Moderator

Posts : 3684
Equity Stars : 12173
Reputation : 725
Join date : 2014-11-05

Back to top Go down


Re: Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Tue Aug 09, 2016 11:43 am

From 400 odd in October 2015 to 650+ in August 2016. Not bad for the value investors. Isn't it?

EquityChamp
Moderator

Posts : 3684
Join date : 2014-11-05

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by Ryan Hudson on Tue Aug 09, 2016 12:09 pm

CCS is a good share at any price, but manipulations always can happen, on value perspective APLA is much better, but CCS are putting up another factory and expanding Keels Super

Ryan Hudson
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Posts : 470
Join date : 2015-02-12

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by chandimalkasun on Tue Aug 09, 2016 1:27 pm

EC is it still  a good buy @ current price ?

chandimalkasun
Stock Trader

Posts : 5
Join date : 2014-08-12

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Tue Aug 09, 2016 1:34 pm

If you are not asking for short term then Yes. You must prepare to hold some time if require a handsom gain.

EquityChamp
Moderator

Posts : 3684
Join date : 2014-11-05

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by chandimalkasun on Tue Aug 09, 2016 1:37 pm

u mean like 1 year

chandimalkasun
Stock Trader

Posts : 5
Join date : 2014-08-12

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Tue Aug 09, 2016 1:44 pm

Now lets look at the facts. In October it was trading arround 400 and now after ten months it is 650. Meaning 60% appreciation. So lets see you buy and keep for two quarters. Then two quarterly results also released. urther now the share has become very very illiquide. And with the growth in earnings the stock can reach arround 800-850 which means a 25% return.
I think what I tell now is clear.
avatar
EquityChamp
Moderator

Posts : 3684
Equity Stars : 12173
Reputation : 725
Join date : 2014-11-05

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by chandimalkasun on Tue Aug 09, 2016 1:55 pm

thanks EC. its crystal clear

chandimalkasun
Stock Trader

Posts : 5
Equity Stars : 1114
Reputation : 0
Join date : 2014-08-12

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandi on Tue Aug 09, 2016 2:47 pm

EC what is your exit price for this value gem

kassachandi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 2243
Reputation : 11
Join date : 2014-08-15

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandimal on Thu Aug 11, 2016 1:06 pm

I just saw a huge parcel of 25000 CCS changed hands. Someone is buying @even this price means this has more legs to run towards 800- 1000 levels

kassachandimal
Manager - Equity Analytics
Manager - Equity Analytics

Posts : 281
Equity Stars : 1403
Reputation : 1
Join date : 2014-09-01

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandimal on Mon Aug 15, 2016 2:49 pm

With market turning into bullish gains we can see CCS giving thumping returns to holders of this value gem. Next barrier is 700. It might pass that in this week.

kassachandimal
Manager - Equity Analytics
Manager - Equity Analytics

Posts : 281
Equity Stars : 1403
Reputation : 1
Join date : 2014-09-01

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandimal on Tue Aug 23, 2016 6:20 pm

My target for CCS 700-720 before next quarter report

kassachandimal
Manager - Equity Analytics
Manager - Equity Analytics

Posts : 281
Equity Stars : 1403
Reputation : 1
Join date : 2014-09-01

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by Brinthan on Thu Aug 25, 2016 7:52 pm

Big sell orders placed from someone @ the price of  Rs 650 to 675 mark thats why ccs going down ....
avatar
Brinthan
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Posts : 330
Equity Stars : 987
Reputation : 14
Join date : 2015-12-29
Age : 100
Location : Srilanka

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by gayanath1983 on Thu Aug 25, 2016 8:07 pm

යස අගේට ගිය ෂෙයාර් එක ෆෝරම් එකේ කතා උනා විතරය් බහින්න ගත්තා...
avatar
gayanath1983
Vice President - Equity Analytics
Vice President - Equity Analytics

Posts : 1103
Equity Stars : 2474
Reputation : 14
Join date : 2014-08-24

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandi on Fri Aug 26, 2016 6:13 am

I think someone is trying to collect this value gem at low. Dividend is also due in October.CCS will run again very soon pass 700

kassachandi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 2243
Reputation : 11
Join date : 2014-08-15

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by TARGET on Fri Aug 26, 2016 6:34 am

If you want to enter, wait for come back further. .Don't stuck top of the waterfall. . Very Happy

TARGET
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Posts : 474
Equity Stars : 909
Reputation : 17
Join date : 2016-06-29

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Fri Aug 26, 2016 7:00 am

@gayanath1983 wrote:යස අගේට ගිය ෂෙයාර් එක ෆෝරම් එකේ  කතා උනා විතරය් බහින්න  ගත්තා...

Or else it can be that someone bought it and manipulate using the forum platform and sell-off the holdings. I think you can think such a dial in this forum Very Happy  Very Happy  Very Happy
avatar
EquityChamp
Moderator

Posts : 3684
Equity Stars : 12173
Reputation : 725
Join date : 2014-11-05

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by TARGET on Fri Aug 26, 2016 7:13 am

@EquityChamp wrote:
@gayanath1983 wrote:යස අගේට ගිය ෂෙයාර් එක ෆෝරම් එකේ  කතා උනා විතරය් බහින්න  ගත්තා...

Or else it can be that someone bought it and manipulate using the forum platform and sell-off the holdings. I think you can think such a dial in this forum Very Happy  Very Happy  Very Happy
Now that dial won't talk about this share.
Ane paw shares select karanna deiyo passe yana aya Very Happy

TARGET
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Posts : 474
Equity Stars : 909
Reputation : 17
Join date : 2016-06-29

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandi on Fri Aug 26, 2016 7:43 am

Then what about your prediction for CSS that u done earlier

kassachandi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 2243
Reputation : 11
Join date : 2014-08-15

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Fri Aug 26, 2016 7:59 am

CCS should move along with its earnings. Compare its valuation parameters and decide the future state. This has the potential to reach great levels but at the correct time not because some one come here and says its 5000 and by one week or one month its 1000. Its not the case. If you do the investment give the investment the required time to grow. On 19th August CCS was trading @ 14% premium to the industry. So anyone should know what does that means. Over buying or artificial manipulation in the short term could be the reason. But when you factor in two to three quarter results you could figure out the future price. And that is the destination I am talking about. Hope my message is clear.
avatar
EquityChamp
Moderator

Posts : 3684
Equity Stars : 12173
Reputation : 725
Join date : 2014-11-05

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandi on Fri Aug 26, 2016 8:08 am

Thanks EC for ur reply. I also see CCS has still great potential

kassachandi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Posts : 976
Equity Stars : 2243
Reputation : 11
Join date : 2014-08-15

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by Gaudente on Mon Aug 29, 2016 1:56 pm

@EquityChamp wrote:2015/160 EPS (E) would be 28 and current PE is 13.5. PBV is 3.1. In medium term this share can reach Rs440. Solid investment for value investors.
Thanks Basketball
How can a P/VB of 3.1 be a "solid investment for value investors" ?  Question Mad

Gaudente
Senior Equity Analytic
Senior Equity Analytic

Posts : 91
Equity Stars : 1670
Reputation : 7
Join date : 2013-05-10

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Mon Aug 29, 2016 9:56 pm

@Gaudente wrote:
@EquityChamp wrote:2015/160 EPS (E) would be 28 and current PE is 13.5. PBV is 3.1. In medium term this share can reach Rs440. Solid investment for value investors.
Thanks Basketball
How can a P/VB of 3.1 be a "solid investment for value investors" ?  Question Mad

Very simple answer to your question. CCS will deliver value to investors the same way CTC, NEST and LLUB delivered value. Watch the values of CCS in another one year time.  Basketball
avatar
EquityChamp
Moderator

Posts : 3684
Equity Stars : 12173
Reputation : 725
Join date : 2014-11-05

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandimal on Tue Aug 30, 2016 5:39 pm

Yes EC. This will also give at least rs 30 dividend this year

kassachandimal
Manager - Equity Analytics
Manager - Equity Analytics

Posts : 281
Equity Stars : 1403
Reputation : 1
Join date : 2014-09-01

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandimal on Wed Aug 31, 2016 12:36 pm

A huge chunk has just change hands @650. Good time ahead. Might be a foreign buy.  cheers

kassachandimal
Manager - Equity Analytics
Manager - Equity Analytics

Posts : 281
Equity Stars : 1403
Reputation : 1
Join date : 2014-09-01

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by fireshelter on Wed Aug 31, 2016 12:55 pm

Very Happy Very Happy Shocked Shocked Shocked
avatar
fireshelter
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

Posts : 2484
Equity Stars : 5780
Reputation : 33
Join date : 2014-06-12

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandimal on Wed Aug 31, 2016 4:44 pm

A major foreign party has entered in to this value gem. Stats shows a major buy of more than 300000 CCS has been purchased today. It has to be gone straight to top ten holders or a top ten shareholder has up its stake. Buyer has to be surely not gambling at a price of 650. CCS will show great uptrend in near future.

kassachandimal
Manager - Equity Analytics
Manager - Equity Analytics

Posts : 281
Equity Stars : 1403
Reputation : 1
Join date : 2014-09-01

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by nimantha80 on Wed Aug 31, 2016 5:54 pm

if its  EPF then wrong decision to sell.

nimantha80
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

Posts : 2330
Equity Stars : 5711
Reputation : 48
Join date : 2012-10-12

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by kassachandimal on Wed Aug 31, 2016 6:18 pm

EPF never sells this GEM with loads of dividents right now

kassachandimal
Manager - Equity Analytics
Manager - Equity Analytics

Posts : 281
Equity Stars : 1403
Reputation : 1
Join date : 2014-09-01

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by nimantha80 on Wed Aug 31, 2016 6:26 pm

@kassachandimal wrote:EPF never sells this GEM with loads of dividents right now
then it should be C.D.Kohombanwickramage

nimantha80
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

Posts : 2330
Equity Stars : 5711
Reputation : 48
Join date : 2012-10-12

Back to top Go down

Re: Ceylon Cold Stores - A valuable illiquid stock

Post by EquityChamp on Wed Aug 31, 2016 11:12 pm

I thought of giving some extra piece to think as well as to value this stock. You can refer below table which is based on current numbers and trends but not included Waterfront financials.
 2014201520162017201820192020
Revenue (Mn)        26,330        30,969        37,633         43,456        50,180         57,945         66,911
Operating Profit (Mn)          1,541          2,160          3,896           4,780          6,022           7,533           9,368
PAT          1,218          1,525          2,875           3,585          4,516           5,650           7,026
EPS            12.8            16.1            30.3             37.7            47.5             59.5             74.0
PE 11x  16x  14x  17x    
DPS41118               21               26                33                41
You can see how the revenue trajectory till 2020 and how the profitability can moves. Also the PE can be observed in an increasing trend which means investors are rapidly chasing after this stock. Its currently trading @ 650/- and based on 2016/17 earnings forecasts it is trading at a forward PE of 17x.Based on 2020 earnings it is trading at a forward PE of 9x which is a hefty discount.

If you value this stock at a PE of 17x which is equal to current PE as well as current industry PE by 2020 this stock could value over Rs1200/- which means a growth potential of 100% from current levels within a period of 4 years. You can discount the price and see how much it would value today.
If you discount it at a cost of capital of 10% the current value should be 859. Of course you should include the next 4 years dividends as well which I had excluded.
So now you can see why the foreigners are so greedy on this stock. Now I have shown you the value propositions so that you can make informed decisions.
Thanks
avatar
EquityChamp
Moderator

Posts : 3684
Equity Stars : 12173
Reputation : 725
Join date : 2014-11-05

Back to top Go down

Page 2 of 4 Previous  1, 2, 3, 4  Next

View previous topic View next topic Back to top

- Similar topics

 
Permissions in this forum:
You cannot reply to topics in this forum
Statistics
We have 20021 registered users
The newest registered user is CooperOr

Our users have posted a total of 327036 messages in 50234 subjects
Who is online?
In total there are 112 users online :: 5 Registered, 0 Hidden and 107 Guests

kovida, Namal, sashimaal, sikka89, Teller

Most users ever online was 541 on Mon Sep 19, 2011 11:29 am
Forum Disclaimer

The information contained in this forum have been submitted by third parties directly without any verification by us. The information available in this forum is not researched or purported to be complete description of the subject matter referred to herein. We do not under any circumstances whatsoever guarantee the accuracy and completeness information contained herein.

www.srilankaequity.com its blogs, forums, subdomains and/or its affiliates and/or its web masters, administrators or moderators shall not in any way be responsible or liable for loss or damage which any person or party may sustain or incur by relying on the contents of this report and acting directly or indirectly in any manner whatsoever.

Trading or investing in stocks & commodities is a high risk activity. Any action you choose to take in the markets is totally your own responsibility, www.srilankaequity.com its blogs, forums, subdomains and/or its affiliates and/or its web masters, administrators or moderators shall not be liable for any, direct or indirect, consequential or incidental damages or loss arising out of the use of this information. The information on this website is neither an offer to sell nor solicitation to buy any of the securities mentioned herein. The writers may or may not be trading in the securities mentioned.