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Sri Lanka Equity Forum » Stock Market Talk » FUTURE GEMS - Kind help

FUTURE GEMS - Kind help

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1 FUTURE GEMS - Kind help on Fri Apr 29, 2016 7:42 pm

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
Dear Friends,

I am looking for future wining stocks for L/T investment (as Mr.EC call Future Gems). I am highly appreciate if you can help me on this matter (L/T is more than 5 Years for my two kids)

1. Banking sector -
2. Food and Beverage Sector -
3. Manufacturing Sector -
4. Healthcare Sector -

Note :- I want to get only one stock each sector and Please expecting your valuable comments here. I am thinking about few stocks also as mentioned below please review if there is any good company among of them for L/T.

!. PABC, SEYB.X, UBC
2. CCS, CARG
3. LITE,TYRE,GRAN
4. ASIR, AMSL, NHL ( Sad ASIR has gone far now)

Thanks all.

2 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 7:49 pm

kasun333


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Banking Sector buy HDFC....future winging  Stock.........................

3 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 8:00 pm

EquityChamp

avatar
Moderator
I will give you the approval for UBC, TYRE, and ASIR. CCS is ok but bit expensive. GRAN will be based on their cash flows but better to moniter for a while. Why don't you looking at stocks such as NEST, RCL, PARQ, etc.

4 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 8:06 pm

kumarweerarathne

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
My choice is
HDFC
BFL
ACL/APLA/TJL
ASIR

5 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 8:24 pm

Harry82

avatar
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
1. Banking and finance sector - Samp , Pabc ,Cdb,LFIN ,VFIN

2. Food and Beverage Sector -DIST

3. Manufacturing Sector -RCL, CIND ,ACL , 

4. Healthcare Sector - -------------------------

6 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 8:35 pm

MarketWch

avatar
Manager - Equity Analytics
Manager - Equity Analytics
@EquityChamp wrote:I will give you the approval for UBC, TYRE, and ASIR. CCS is ok but bit expensive. GRAN will be based on their cash flows but better to moniter for a while. Why don't you looking at stocks such as NEST, RCL, PARQ, etc.
UBC is the best because of the current aggressive expansion and future prospects.
cheers cheers

7 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 8:44 pm

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
Thanks Kasun ans EC,

Mr.EC, Honestly, I have enter only for CCS recently base on your recommendation on the forum (enter at 450 please confirm if it is OK for L/T else I can drop it)  

http://forum.srilankaequity.com/t47291-ceylon-cold-stores-a-valuable-illiquid-stock?highlight=cold

About NEST, it has been stay at same level (1900- 2200) for 3 years now and would you recommend it for L/T?

About RCL, there will be any effect for RCL with the last budget proposal on Tile? 

I have considered your approval for UBC, TYRE and ASIR, 

What about CARG? What is the best one between TYRE and RCL?

Please expecting your kind comments, Thank you.

8 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 8:44 pm

pfxavier


Senior Equity Analytic
Senior Equity Analytic
Dear Friends,


This is the first post from me to this forum. I am a new member and still learning the trade. I have analyses few stock. This is my recommendation for long term. Expert like EC what you think about below stock


           Price       EPS      P/E     NASV     PBV(x)  Bonus Yield
OSEA  24.70      3.45      7.16   32.22     0.77     5.49
CDB    82.50    19.90      4.15   100.24    0.82    3.66
LWL    114.00  26.90      4.24   134.92    0.84    5.97
RAL     3.60       0.66       5.45   4.42      0.81     3.00

9 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 8:58 pm

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
Dear pfxavier,

Please recheck your valuation chart because most of them are wrong.
Ex:- RAL, PE 6.81 base on last FY and trailing PE is 9.45.
Last year EPS, 0.51 and 9 months 0.37

Thanks

10 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 9:22 pm

pfxavier


Senior Equity Analytic
Senior Equity Analytic
Dear Danidu,

Thanks for pointing out my mistake. I have calculated the PE is based on current market price (3.5). I have got the data for analysis from http://markets.ft.com/research/Markets/Tearsheets/Summary?s=RAL.N0000:CSE . As I said earlier I am new to market. If I am wrong please help me correct my mistakes.

Thanks in advance

11 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 9:31 pm

Yahapalanaya

avatar
Vice President - Equity Analytics
Vice President - Equity Analytics
@pfxavier wrote:Dear Friends,


This is the first post from me to this forum. I am a new member and still learning the trade. I have analyses few stock. This is my recommendation for long term. Expert like EC what you think about below stock


           Price       EPS      P/E     NASV     PBV(x)  Bonus Yield
OSEA  24.70      3.45      7.16   32.22     0.77     5.49
CDB    82.50    19.90      4.15   100.24    0.82    3.66
LWL    114.00  26.90      4.24   134.92    0.84    5.97
RAL     3.60       0.66       5.45   4.42      0.81     3.00
Good beginning post with workout.

12 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 10:08 pm

pfxavier


Senior Equity Analytic
Senior Equity Analytic
Thanks Yahapalanaya. last four month I follow your post. You also one my favorite follower.

13 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 10:10 pm

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
@DANIDU wrote:Thanks Kasun ans EC,

Mr.EC, Honestly, I have enter only for CCS recently base on your recommendation on the forum (enter at 450 please confirm if it is OK for L/T else I can drop it)  

http://forum.srilankaequity.com/t47291-ceylon-cold-stores-a-valuable-illiquid-stock?highlight=cold

About NEST, it has been stay at same level (1900- 2200) for 3 years now and would you recommend it for L/T?

About RCL, there will be any effect for RCL with the last budget proposal on Tile? 

I have considered your approval for UBC, TYRE and ASIR, 

What about CARG? What is the best one between TYRE and RCL?

Please expecting your kind comments, Thank you.

Thanks Kumar, Harry, Marketwch and Yahapalanaya for your comments.

Dear Mr. EC, Please I am expecting your value comments on above. Thank you.

14 Re: FUTURE GEMS - Kind help on Fri Apr 29, 2016 10:12 pm

EquityChamp

avatar
Moderator
@DANIDU wrote:Thanks Kasun ans EC,

Mr.EC, Honestly, I have enter only for CCS recently base on your recommendation on the forum (enter at 450 please confirm if it is OK for L/T else I can drop it)  

http://forum.srilankaequity.com/t47291-ceylon-cold-stores-a-valuable-illiquid-stock?highlight=cold

About NEST, it has been stay at same level (1900- 2200) for 3 years now and would you recommend it for L/T?

About RCL, there will be any effect for RCL with the last budget proposal on Tile? 

I have considered your approval for UBC, TYRE and ASIR, 

What about CARG? What is the best one between TYRE and RCL?

Please expecting your kind comments, Thank you.

Thank you .Actually you mentioned that post which I my self couldn't remember. Their I have given my medium term target as 440/- when the price was around 410/- so it has now moved to 485/- I am little bit ok there isn't it. Any way CCS is a solid stock and if you have already bought you should hold.

Yes Nestle has stayed in the same levels from 2014 but I don't think it will be there for another 2 years. I strongly say you to buy it at this price and hold. You will see its price within another couple of years. For your information I am holding NEST for over ten years now and my cost is less than 100 without deducting dividends. With dividends my cost is negative.

RCL is best because of the superiority of their products and their exporting plans. You will be amassing how their performance will be after another one or two years. For Kelani Tyres please read my thread on Kelani Tyres.

Cargills is a good stock and will grow but growth will be not significant compared to above counters but not bad of a choice for you.

15 Re: FUTURE GEMS - Kind help on Sat Apr 30, 2016 3:34 pm

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
@EquityChamp wrote:
@DANIDU wrote:Thanks Kasun ans EC,

Mr.EC, Honestly, I have enter only for CCS recently base on your recommendation on the forum (enter at 450 please confirm if it is OK for L/T else I can drop it)  

http://forum.srilankaequity.com/t47291-ceylon-cold-stores-a-valuable-illiquid-stock?highlight=cold

About NEST, it has been stay at same level (1900- 2200) for 3 years now and would you recommend it for L/T?

About RCL, there will be any effect for RCL with the last budget proposal on Tile? 

I have considered your approval for UBC, TYRE and ASIR, 

What about CARG? What is the best one between TYRE and RCL?

Please expecting your kind comments, Thank you.

Thank you .Actually you mentioned that post which I my self couldn't remember. Their I have given my medium term target as 440/- when the price was around 410/- so it has now moved to 485/- I am little bit ok there isn't it. Any way CCS is a solid stock and if you have already bought you should hold.

Yes Nestle has stayed in the same levels from 2014 but I don't think it will be there for another 2 years. I strongly say you to buy it at this price and hold. You will see its price within another couple of years. For your information I am holding NEST for over ten years now and my cost is less than 100 without deducting dividends. With dividends my cost is negative.

RCL is best because of the superiority of their products and their exporting plans. You will be amassing how their performance will be after another one or two years. For Kelani Tyres please read my thread on Kelani Tyres.

Cargills is a good stock and will grow but growth will be not significant compared to above counters but not bad of a choice for you.
Thank you so much Mr.EC,

Yes, your predictor was correct on CCS for short term. Also I feel and confidence on that for L/T investment as well. 9 months EPS is 20. Trailing PE,17 which is lower than NEST,CARG, LION, CTC also good D/Y. low risk as NEST, I will try also for NEST, because both of them are having same model, low risk, growth potential, good D/Y, future value. 

I have read the thread on TYRE and LITE.

Thank you.

16 Re: FUTURE GEMS - Kind help on Wed May 04, 2016 8:25 pm

crnsuranjith


Senior Equity Analytic
Senior Equity Analytic
@DANIDU wrote:Dear Friends,

I am looking for future wining stocks for L/T investment (as Mr.EC call Future Gems). I am highly appreciate if you can help me on this matter (L/T is more than 5 Years for my two kids)

1. Banking sector -
2. Food and Beverage Sector -
3. Manufacturing Sector -
4. Healthcare Sector -

Note :- I want to get only one stock each sector and Please expecting your valuable comments here. I am thinking about few stocks also as mentioned below please review if there is any good company among of them for L/T.

!. PABC, SEYB.X, UBC
2. CCS, CARG
3. LITE,TYRE,GRAN
4. ASIR, AMSL, NHL ( Sad ASIR has gone far now)

Thanks all.
good post. good selections. smart investor.......

ccs- best counter for long run, has good future like nest. put your bucket 1000 shares.
carg - this also good for long run put another 2000 shares.
go for tyre - future bright 
go for amsl ( additionally, you get discount for medical bills)
bank go for pabc strong counter for l/t 
from me add llub, tjl and rexp.

buy at current market price and closed them for long term, don't look at daily price movement. you will see the huge profit future, don't panic for temporary situations. 
ex: ccs will be more than 1000rs. 2-3 years, you get good d/y. (normally there will be split 1 to 4 at 800rs) the advantage of investing good counter is not to harass yourself, you do your daily job and sleep nicely. other stock will be the same. 
all the best.

17 Re: FUTURE GEMS - Kind help on Tue May 10, 2016 6:27 pm

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
crn,

I really Appreciate your good comments.

Thank you so much.

18 Re: FUTURE GEMS - Kind help on Tue May 10, 2016 7:14 pm

EquityChamp

avatar
Moderator
So additionally now you can read my posts on RCL, GRAN, TAFL and BFL as well. All are carrying huge upside value for medium-term to long-term investors.

19 Re: FUTURE GEMS - Kind help on Tue May 10, 2016 8:25 pm

cseguide

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
LLUB getting stronger and good dividend paying company . share split every 3/4 years

20 Re: FUTURE GEMS - Kind help on Wed May 11, 2016 1:01 am

DANIDU


Manager - Equity Analytics
Manager - Equity Analytics
Thank you again EC, Yes I think BFL or TAFL, also think KFP is good one.

Thank you cseguide for your Comment on LLUB, Now I have good selected shares to invest and already got some.

Finally, Thank you so much for everyone Who comments and Who read this.

21 Re: FUTURE GEMS - Kind help on Wed May 11, 2016 6:42 am

Shammi Dharshana

avatar
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I think regnis  is good .last quarter eps 7.95 .my target price rs 500  after 1_1.5 years

22 Re: FUTURE GEMS - Kind help on Sun Oct 09, 2016 3:39 pm

crnsuranjith


Senior Equity Analytic
Senior Equity Analytic
Just I want to bring this up for new comer who need a L/T investment.

Thanks.

23 Re: FUTURE GEMS - Kind help on Sun Oct 09, 2016 6:05 pm

ddrperera


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@DANIDU wrote:Dear Friends,

I am looking for future wining stocks for L/T investment (as Mr.EC call Future Gems). I am highly appreciate if you can help me on this matter (L/T is more than 5 Years for my two kids)

1. Banking sector -
2. Food and Beverage Sector -
3. Manufacturing Sector -
4. Healthcare Sector -

Note :- I want to get only one stock each sector and Please expecting your valuable comments here. I am thinking about few stocks also as mentioned below please review if there is any good company among of them for L/T.

!. PABC, SEYB.X, UBC
2. CCS, CARG
3. LITE,TYRE,GRAN
4. ASIR, AMSL, NHL ( Sad ASIR has gone far now)

Thanks all.

ADD  ALUM..... Very Happy Very Happy Very Happy ANOTHER  FUTURE GEM......

24 Re: FUTURE GEMS - Kind help on Thu Jan 04, 2018 8:47 am

MarketWch

avatar
Manager - Equity Analytics
Manager - Equity Analytics
Banking UBC(Union Bank)

25 Re: FUTURE GEMS - Kind help on Sun Jan 07, 2018 3:22 pm

Elahara

avatar
Manager - Equity Analytics
Manager - Equity Analytics
I am willing to buy ,
VONE -implied price 30.00 very similar to VFIN , But still under valued.
KZOO-implied price 7.95 according to their last qtr report they are moving good direction.
CTBL- With recent CTBL.R issue , they will expand their business and earn more.
TKYO.N
CITK -yet to come after amalgamation.

26 Re: FUTURE GEMS - Kind help on Mon Jan 08, 2018 8:13 am

2017 Cse


Stock Analytic
Stock Analytic
@Elahara wrote:I am willing to buy ,
VONE -implied price 30.00 very similar to VFIN , But still under valued.
KZOO-implied price 7.95 according to their last qtr report they are moving good direction.
CTBL- With recent CTBL.R issue , they will expand their business and earn more.
TKYO.N
CITK -yet to come after amalgamation.
add Tjl, rhl

27 Re: FUTURE GEMS - Kind help on Mon Jan 08, 2018 10:47 am

Elahara

avatar
Manager - Equity Analytics
Manager - Equity Analytics
@2017 Cse wrote:
@Elahara wrote:I am willing to buy ,
VONE -implied price 30.00 very similar to VFIN , But still under valued.
KZOO-implied price 7.95 according to their last qtr report they are moving good direction.
CTBL- With recent CTBL.R issue , they will expand their business and earn more.
TKYO.N
CITK -yet to come after amalgamation.
add Tjl, rhl
Good Thought .For sure ...But need to buy TJL little more lower.and few more plantations

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