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Sri Lanka Equity Forum » Stock Market Talk » TAFL & GRAN Q1 16

TAFL & GRAN Q1 16

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1 TAFL & GRAN Q1 16 on Thu May 05, 2016 5:27 pm

EquityChamp

avatar
Moderator
TAFL - Rs 206mn
GRAN - Rs 332mn

TAFL is just short of my expectation but GRAN flew above my head Basketball

2 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 6:00 pm

hotstock


Manager - Equity Analytics
Manager - Equity Analytics
Awsome... Expecting the BFL. Whats the poultry sector PE?

3 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 7:36 pm

hanuma


Manager - Equity Analytics
Manager - Equity Analytics
Dear please kindly explain the target price of TAFL.i keep this share long time.please kindly give your value idea to exit price.thanks.

4 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 7:59 pm

worthiness


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
GRAN-
Low cost of production has elevated high gross profit.
Direct expenses are fairly managed in inflationary time.
Are components of other income in recurring nature?

Overall very good performance. 2nd quarter (30 June) that includes festive time should be more interesting. If bull run falls chasing the counter is imminent.

5 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 8:20 pm

bhanu


Equity Analytic
Equity Analytic
but the question is who is selling gren at this price

6 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 8:55 pm

Learner19


Senior Equity Analytic
Senior Equity Analytic
@bhanu wrote:but the question is who is selling gren at this price
Japfa is selling. If some one can buy this quantity of around 3 million remaining shares at around 82 rupees which is already worth around 120 rupees, in my opinion can be similar to an opportunity of buying NEST at 1500 rupees.

7 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 9:19 pm

bhanu


Equity Analytic
Equity Analytic
are the seen something that we cant see.gren worth so much more than 80. but?

8 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 9:46 pm

nimantha80


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@Learner19 wrote:
@bhanu wrote:but the question is who is selling gren at this price
Japfa is selling. If some one can buy this quantity of around 3 million remaining shares at around 82 rupees which is already worth around 120 rupees, in my opinion can be similar to an opportunity of buying NEST at 1500 rupees.
last december they had 50 laks now 46 laks there.Only 4 laks sold.At this speed it will take long time to selloff

9 Re: TAFL & GRAN Q1 16 on Thu May 05, 2016 11:57 pm

chamil1


Manager - Equity Analytics
Manager - Equity Analytics
This was as at 31st March 2016.

Over 1 million more had been sold after that as per my calculations.

@nimantha80 wrote:
@Learner19 wrote:
@bhanu wrote:but the question is who is selling gren at this price
Japfa is selling. If some one can buy this quantity of around 3 million remaining shares at around 82 rupees which is already worth around 120 rupees, in my opinion can be similar to an opportunity of buying NEST at 1500 rupees.
last december they had 50 laks now 46 laks there.Only 4 laks sold.At this speed it will take long time to selloff

10 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 6:34 am

EPS

avatar
Expert
Expert
Any how GRAN should trade 120 at least now...

11 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 6:57 am

Chinwi

avatar
Associate Director - Equity Analytics
Associate Director - Equity Analytics
@bhanu wrote:are the seen something that we cant see.gren worth so much more than 80. but?

This is the question we all have in our minds. for both TAFL and GRAN.
Who and why trading at these extra cheap values. Is there any future trouble pre identified ? I do not think so.
A Such problem could be skyrocketing grain prices , still we have no clue on that even.
From 2014 to date we had 40 % drop in world Maize prices and for next two years the prediction is an yearly increase of 8 % only.

BTW, two famous batsmen Chokka and Ara and our own Marketwatch have well placed themselves in the batting order. Interestingly the chick specialist MW has no BFL (Dec 2015) but got both T & G.

12 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 7:19 am

EquityChamp

avatar
Moderator
As per my calculations Japfa holding qty as at yesterday should be around 4mn shares unless they have sold it to another foreign party.

13 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 7:25 am

charith666lk


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Chinwi who is this marketwatch

14 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 8:03 am

kassachandi


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
TAFL have produced better improved results than GRAN. Compare with last quarterly results.Actually gran has reduced its EPS, whereas TAFL have produced a even more EPS

15 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 8:21 am

EquityChamp

avatar
Moderator
technical indicators say a Strong SELL for both GRAN & TAFL. But moving averages say BUY for both of them.

16 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 8:42 am

Novice Learner


Equity Analytic
Equity Analytic
@EquityChamp wrote:technical indicators say a Strong SELL for both GRAN & TAFL. But moving averages say BUY for both of them.
So the trend is up. what do you think? buy or sell

17 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 10:28 am

EquityChamp

avatar
Moderator
I prefer to hold and if I am thinking of buying will wait for few days to study , specially how GRAN will move.

18 Re: TAFL & GRAN Q1 16 on Fri May 06, 2016 10:39 am

Novice Learner


Equity Analytic
Equity Analytic
OK I understand, thanks

19 Re: TAFL & GRAN Q1 16 on Wed Aug 03, 2016 6:11 pm

Novice Learner


Equity Analytic
Equity Analytic
Hi EquityChamp, 

What's your opinion about GRAN Q2?

And target price

20 Re: TAFL & GRAN Q1 16 on Wed Aug 03, 2016 6:21 pm

kassachandimal


Manager - Equity Analytics
Manager - Equity Analytics
Waiting for ur TAFL analysis also

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