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Sri Lanka Equity Forum » Stock Market Talk » Ceylon Cold Stores - A valuable illiquid stock

Ceylon Cold Stores - A valuable illiquid stock

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EquityChamp

avatar
Moderator
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


kassachandi


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Target did you see now what is "no time" means?

EquityChamp


Moderator
As I have written already the current level of profitability will drive the share price t0 1,200+ by 2020. You can calculate the annual compounded growth rate for four years from current price levels. This is another AAA+ investment grade stock for me.

kassachandimal


Manager - Equity Analytics
Manager - Equity Analytics
CCS have given an improved 1st interim dividend of 8rs. So by looking at this we can estimate an annual dividend of around   32-35 this year. What a GEM this is.  Basketball

kassachandimal


Manager - Equity Analytics
Manager - Equity Analytics
What a share this is. CCS never gave me losses. 725 and still going strong

EquityChamp


Moderator
@EquityChamp wrote:As I have written already the current level of profitability will drive the share price t0 1,200+ by 2020. You can calculate the annual compounded growth rate for four years from current price levels. This is another AAA+ investment grade stock for me.
Its a 15% compounded growth rate for a 4 year investment plus a dividend yield of 3% to 5% annually. Better than any of the fixed income instrument in the market.

kassachandimal


Manager - Equity Analytics
Manager - Equity Analytics
Yes EC. Can u please answer my question in ur Swisstek thread

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
Thought to bring up this thread for review and education purpose . CCS is good investment for long run. it has appreciated much but have feeling that it will do more....

This is not a recommendation for any body to buy but better to get an update from EC.  

see the below link when I was requesting a help to identify some best stocks unfortunately, I missed TAFL at 125 on that time but my chance came back now.

http://forum.srilankaequity.com/t50601-future-gems-kind-help?highlight=kind

EquityChamp

avatar
Moderator
My discounted price, taking into account next four years profit of CCS, which was 859/- is achieved today. The share is riding on its illiquidity even under current market conditions.

By the way now it seems the price is heated too much. If you are new then let the price to cool off for a while and then decide. Remember my long term target has been 1,200/-.

Thanks

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
වර්ණ සංකේත භාවිතයෙන් පසු පැණිබීමවල සීනි 10% කින් අඩුවේ
පැණි බීම වර්ගවල අඩංගු සීනි ප්‍රමාණය සඳහන් කෙරෙන වර්ණ සංකේත ක්‍රමය භාවිත කිරීම ඉකුත් අගෝස්‌තු පළමු වැනිදා සිට අනිවාර්ය කිරීමෙන් පසු බොහෝ පැණි බීම නිෂ්පාදකයන් සිය පැණි බීම වර්ගවල අඩංගු සීනි ප්‍රමාණය සියයට 10 කින් පමණ අඩු කර ඇති බව අනාවරණය වී ඇතැයි සෞඛ්‍ය පෝෂණ හා දේශීය වෛද්‍ය කටයුතු අමාත්‍යංශය පවසයි.

පැණි බීම වර්ගවල අඩංගු සීනි ප්‍රමාණය තවත් අඩුකරලීමට අවශ්‍ය පියවර ඉදිරියේදී ගන්නා බව අමාත්‍යංශය කියයි. එමෙන්ම පුද්ගලයකු දෛනිකව පරිභෝජනය කළ යුතු සීනි ප්‍රමාණය ද වර්ණ සංකේත ක්‍රමය යටතේ පැණි බීම බෝතල්වල සඳහන් කිරීමේ හැකියාව සොයා බලාගෙන යන බවත් එවැන්නක්‌ ක්‍රියාත්මක කරන තෙක්‌ පුද්ගලයකු දෛනිකව පරිභෝජනය කළ යුතු වන සීනි ප්‍රමාණයට ආසන්න වූ කොළ පැහැති වර්ණ සංකේතය දක්‌වා ඇති පැණි බීම භාවිත කරන ලෙස සෞඛ්‍ය අමාත්‍යංශය මහජනතාවගෙන් ඉල්ලා සිටී.

දියවැඩියාව ඇතුළු බෝනොවන රෝග මෙරට පැතිරීම පාලනය කිරීමේ අරමුණින් ක්‍රියාත්මක කර ඇති මෙම වර්ණ සංකේත ක්‍රමය නිසි පරිදි ක්‍රියාත්මක වන්නේ ද යන්න පිළිබඳව වෙළෙඳපොළේ අලෙවි කෙරෙන ආහාර පාන සෞඛ්‍යාරක්‍ෂිත ද යන්න සොයා බැලීම සඳහා මෙම මස 28 වැනිදා සිට දෙසැම්බර් 03 වැනිදා දක්‌වා කාලය තුළ ජාතික ආහාර සුරක්‍ෂිතතා සතියක්‌ ක්‍රියාත්මක කෙරෙන බව සෞඛ්‍ය සේවා අධ්‍යක්‍ෂ ජනරාල් වෛද්‍ය පාලිත මහීපාල මහතා ඉකුත් 23 වැනිදා කොළඹ සෞඛ්‍ය අධ්‍යාපන කාර්යාංශයේ 

පැවැති ප්‍රවෘත්ති සාකච්ඡාවකදී ප්‍රකාශ කළේය.

Divaina

Ryan Hudson


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
CCS major earning increase is from exports and keells super in addition to ice cream and soft drinks

EquityChamp

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Moderator
@EquityChamp wrote:As I have written already the current level of profitability will drive the share price t0 1,200+ by 2020. You can calculate the annual compounded growth rate for four years from current price levels. This is another AAA+ investment grade stock for me.

It seems that I don't need to wait till 2020. At the going rate the share looks set to reach 1,200/- by this year itself. Very Happy

EquityChamp

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Moderator
CCS touched 1,000. There should be winners through CCS by now, are there any? Laughing

EquityChamp

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Moderator
In 2015 we talked about 400 on CCS. Then we saw good results consistently in 2015 and 2016. Then the Government get addicted similar to many other cases and shaped tax on tax. Then the profits declined in 2017. However the stock is still trading close to 1,000. What we can see from CCS this year. Any body has analysed it  Basketball

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