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Sri Lanka Equity Forum » Stock Market Talk » HEXP june quarter report :)

HEXP june quarter report :)

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1 HEXP june quarter report :) on Thu Aug 04, 2016 8:41 pm

Teller

avatar
Moderator
You can decide now:)

2 Re: HEXP june quarter report :) on Thu Aug 04, 2016 8:51 pm

Teller

avatar
Moderator

3 Re: HEXP june quarter report :) on Thu Aug 04, 2016 9:10 pm

hiransilva23


Vice President - Equity Analytics
Vice President - Equity Analytics
Tomorrow can c a run???nt nuch selling nw

4 Re: HEXP june quarter report :) on Thu Aug 04, 2016 9:14 pm

worthiness


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Notes to the financial statement 4 (b) state that gain on disposal of Ekala property as Rs.215m. This will be taken into account quarter ending 30th September.

5 Re: HEXP june quarter report :) on Thu Aug 04, 2016 9:22 pm

worthiness


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Unlike previous years positive corporate results have not shown any strength to drive the share price up. Real thrust should come from institutional, High end & foreign investors as they hold the asset for mid to long period.

6 Re: HEXP june quarter report :) on Thu Aug 04, 2016 9:31 pm

pfxavier


Senior Equity Analytic
Senior Equity Analytic
Hi Teller, 

You know I am new to stock market. I still don't understand how your people are calculation a future price for share. Can you explain a bit in detail. Redirect me to a place where I can study. Because I can see you have mention this share will touch Rs 130/-. Net asset is 61.58 and quarterly EPS is 1.82.  So it confusing me the value of Rs 130/- calculation.

Thanks for help me to study
Xavier

7 Re: HEXP june quarter report :) on Thu Aug 04, 2016 9:32 pm

pfxavier


Senior Equity Analytic
Senior Equity Analytic
I am not holding any share in HEXP at this moment

8 Re: HEXP june quarter report :) on Thu Aug 04, 2016 10:18 pm

Miss-Sangeetha

avatar
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

So, no other companies listed in CSE, can’t match with your HEXP, then what is the necessity arises to beat drum on behalf of HEXP?
Is this the profit going to rewrite new history in CSE, what about their cents 50 dividend subject to tax? Do you think even baggers in Sri Lanka will accept cents 50 as a Mersey donation? Glass issued Cents 35 without any tax liability for their shares when market share price was Rs.6.1 see the percentage   
 HEXP 130+ is not a dream but 65 is reality

9 Re: HEXP june quarter report :) on Thu Aug 04, 2016 10:23 pm

trader7


Manager - Equity Analytics
Manager - Equity Analytics
@worthiness wrote:Notes to the financial statement 4 (b) state that gain on disposal of Ekala property as Rs.215m. This will be taken into account quarter ending 30th September.
This is Correct.

10 Re: HEXP june quarter report :) on Thu Aug 04, 2016 10:38 pm

Teller

avatar
Moderator
That's a good question .
Now HEXP has earned averagely 2 rupees EPS quarter. If this operation continues in same way There EPS from operation will be 8 annually,
now land disposal has given 420 million so if they go for a bank deposit @10% they can earn additional rs1.30 rupee for a share quarterly.

Then Quarterly EPS will be RS. 3.30 and annualized EPS will be Rs.13.20.

As per the current manufacturing PER,this should be multiple by 11.8 X ,so new adjustable price should be Rs.155.76

Let's see the asset scenario also.
As per 30.06.2016 net asset value per share is Rs.61.58,
This contains disposal land also. This land contains 50% of total assets.
So 50% rest of assets are available with HEXP haven't done revaluation during last 8 years. So this revaluation surplus should be adjusted.
With this disposal HEXP got 26.50 per capital gain per share so current asset value (land may be in cash or debtor as disposal done)
For HEXP is Rs.88.08 but remember previous 50% balance should be revalued so it's Rs.30.50 but 60% revaluation surplus is possible which is Rs.18.30.
So current net asset value will be RS.106.38
Pice to book value in manufacturing should be minimum 1.5x
The adjusted price should be RS.159.57

Also HEXP is paying regular dividend which can be RS.10 in future so 9% return in dividend in current market price.
HEXp has earned 100% profit compare to last year same quarter.
It has reduced it's debt now very less peg ratio too.


This is a minimum scenario except their newly received orders from mercedez BENZ, dry carbon factory which align with HAYCAb and some supplies to kuliyapitiya car factory which is already finalize to build.


Finally HEXP has only 8 million issued share we should not forget that.

HEXP should be traded above 200 in next financial year.

GL

11 Re: HEXP june quarter report :) on Thu Aug 04, 2016 10:51 pm

Teller

avatar
Moderator
If any one wish to learn more for HEXP

http://www.hayleysfibre.com/

12 Re: HEXP june quarter report :) on Thu Aug 04, 2016 10:56 pm

Cricketman


Senior Equity Analytic
Senior Equity Analytic
I can't see any panic selling yet. This quarter results also will help Hexp to stabilize for a better run i near future.

13 Re: HEXP june quarter report :) on Thu Aug 04, 2016 11:00 pm

hiransilva23


Vice President - Equity Analytics
Vice President - Equity Analytics
It should run withing a one week

14 Re: HEXP june quarter report :) on Thu Aug 04, 2016 11:26 pm

Teller

avatar
Moderator
Smart investors can get 100% return even entering at current market price is not bad at all.
In future this can Pass REXP with Latest developments.

In past REXP was trading below to HEXP so history can be repeated once again.
Now it's confirmed ,we have entered a successful journey.

GL

15 Re: HEXP june quarter report :) on Fri Aug 05, 2016 5:18 am

trader7


Manager - Equity Analytics
Manager - Equity Analytics
@Teller wrote:Smart investors can get 100% return even entering at current market price  is not bad at all.
In future this can Pass REXP with Latest developments.

In past REXP was trading below to HEXP so history can be repeated once  again.
Now it's confirmed ,we have entered a successful journey.

GL
After analyzing  the quartely report,  I decided to buy HEXP again. And my short term target is rs.120 and long term rs.180

16 Re: HEXP june quarter report :) on Fri Aug 05, 2016 5:52 am

EquityChamp

avatar
Moderator
@trader7 wrote:
@Teller wrote:Smart investors can get 100% return even entering at current market price  is not bad at all.
In future this can Pass REXP with Latest developments.

In past REXP was trading below to HEXP so history can be repeated once  again.
Now it's confirmed ,we have entered a successful journey.

GL
After analyzing  the quartely report,  I decided to buy HEXP again. And my short term target is rs.120 and long term rs.180

Good. Based on Q1 earnings HEXP is trading at a PE of 12.4. On the other hand based on six months earnings shares like TAFL is trading at a PE of 4.5 or SAMP is trading at a PE of 4.9. Why you are not targeting those? Your decision seems to be not logical and influenced by external enforcements. Try to think logically.

17 Re: HEXP june quarter report :) on Fri Aug 05, 2016 6:16 am

trader7


Manager - Equity Analytics
Manager - Equity Analytics
@EquityChamp wrote:
@trader7 wrote:
@Teller wrote:Smart investors can get 100% return even entering at current market price  is not bad at all.
In future this can Pass REXP with Latest developments.

In past REXP was trading below to HEXP so history can be repeated once  again.
Now it's confirmed ,we have entered a successful journey.

GL
After analyzing  the quartely report,  I decided to buy HEXP again. And my short term target is rs.120 and long term rs.180

Good. Based on Q1 earnings HEXP is trading at a PE of 12.4. On the other hand based on six months earnings shares like TAFL is trading at a PE of 4.5 or SAMP is trading at a PE of 4.9. Why you are not targeting those? Your decision seems to be not logical and influenced by external enforcements. Try to think logically.
Thanks, EC, however   I do have SAMP,, in a larger percentage in my Portfolio.

18 Re: HEXP june quarter report :) on Fri Aug 05, 2016 7:35 am

Miss-Sangeetha

avatar
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@EquityChamp wrote:
shares like TAFL is trading at a PE of 4.5 or SAMP is trading at a PE of 4.9. Why you are not targeting those? Your decision seems to be not logical and influenced by external enforcements. Try to think logically.

Now Bartleet has suspended their HEXP dumping activities until Teller arrange enough scapegoats for his master Bartleet.
 Disposal of revalued land is a one off action and not relevant to HEXP’S core business or performance.
If Teller wanted to include this sale proceeds to calculate EPS, this year EPS only magnified by this land sales proceeds next year it will be depth in EPS.
 Some Bartleet agent are misleading the forum reader to arrange another set of scapegoat for his master Bartleet

19 Re: HEXP june quarter report :) on Fri Aug 05, 2016 7:52 am

trader7


Manager - Equity Analytics
Manager - Equity Analytics
"to include this sale proceeds to calculate EPS, this year EPS only magnified by this land sales proceeds next year it will be depth in EPS."
You got a point here

20 Re: HEXP june quarter report :) on Fri Aug 05, 2016 8:44 am

Cricketman


Senior Equity Analytic
Senior Equity Analytic
@Miss-Sangeetha wrote:
@EquityChamp wrote:
shares like TAFL is trading at a PE of 4.5 or SAMP is trading at a PE of 4.9. Why you are not targeting those? Your decision seems to be not logical and influenced by external enforcements. Try to think logically.

Now Bartleet has suspended their HEXP dumping activities until Teller arrange enough scapegoats for his master Bartleet.
 Disposal of revalued land is a one off action and not relevant to HEXP’S core business or performance.
If Teller wanted to include this sale proceeds to calculate EPS, this year EPS only magnified by this land sales proceeds next year it will be depth in EPS.
 Some Bartleet agent are misleading the forum reader to arrange another set of scapegoat for his master Bartleet

I believe we have no infants here in the forum. No need to repeat land proceeds is one off cash. But have you thought what they would do with such large amount of cash?

21 Re: HEXP june quarter report :) on Fri Aug 05, 2016 8:53 am

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
if they made Rs 3. i plan to buy 100K

but now i am not buying it. will wait until 60-70 range with some.....

22 Re: HEXP june quarter report :) on Fri Aug 05, 2016 9:08 am

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
5.56 Million other income. then we cannot satisfy 100% with this result

possible to drop stock price 60-70 level in future...

23 Re: HEXP june quarter report :) on Fri Aug 05, 2016 9:12 am

Miss-Sangeetha

avatar
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Cricketman wrote:
I believe we have no infants here in the forum. No need to repeat land proceeds is one off cash. But have you thought what they would do with such large amount of cash?

Every day morning Blue blooded repeating the same said statement and you are immediately appearing next to him, and advocating and approving his statement for him.
 where did you go when Teller advertising repeatedly for more than 500 times for HEXP in this forum . Do you think any infant in this forum for your side of view?

24 Re: HEXP june quarter report :) on Fri Aug 05, 2016 9:40 am

Teller

avatar
Moderator
Don't worry, First time PV scatters stands 99.86% , so no more selling pressure will come back. It must enter to 3 digits any how.

Trust , hold ,buy HEXP

Next rest level is 112/

25 Re: HEXP june quarter report :) on Fri Aug 05, 2016 9:45 am

Miss-Sangeetha

avatar
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Teller wrote:Don't worry, First time PV scatters stands 99.86% , so no more selling pressure will come back. It must enter to 3 digits any how.

Trust , hold ,buy HEXP

Next rest level is 112/


Now Teller turns into Comedian      

26 Re: HEXP june quarter report :) on Fri Aug 05, 2016 9:49 am

Teller

avatar
Moderator
People know who became a comedian. Lot of people lost the opportunity from HEXP because of your misleading.

If you post one against HEXP, I will post two with HEXP.

Still HEXP is the best BUY...
100% is possible with in a short time

27 Re: HEXP june quarter report :) on Fri Aug 05, 2016 9:54 am

hanuma


Manager - Equity Analytics
Manager - Equity Analytics
If this share not move people not stupid to buy 15000shares @ Rs 95.

28 Re: HEXP june quarter report :) on Fri Aug 05, 2016 9:57 am

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Ma ithin yanna yanawa mata yanna awasara.

mata aran yanna aththe e mathakaya.......




Last edited by stockback on Fri Aug 05, 2016 10:23 am; edited 1 time in total

29 Re: HEXP june quarter report :) on Fri Aug 05, 2016 10:15 am

Cricketman


Senior Equity Analytic
Senior Equity Analytic
@Miss-Sangeetha wrote:
@Cricketman wrote:
I believe we have no infants here in the forum. No need to repeat land proceeds is one off cash. But have you thought what they would do with such large amount of cash?

Every day morning Blue blooded repeating the same said statement and you are immediately appearing next to him, and advocating and approving his statement for him.
 where did you go when Teller advertising repeatedly for more than 500 times for HEXP in this forum . Do you think any infant in this forum for your side of view?
Ms.Sangeetha
I think you have the same no (500) being against HEXP.
Anyway,
Will leave behind HEXP. Then tell us something good to buy ATM. Which could give a good return.

30 Re: HEXP june quarter report :) on Fri Aug 05, 2016 10:19 am

Miss-Sangeetha

avatar
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Anyway Teller is a good gentleman except his HEXP advertisement for Bartleet, after my this amount of provoke attack he never used bad words, abusive language or any offensive wards. I am only fight back with his HEXP concept           

31 Re: HEXP june quarter report :) on Fri Aug 05, 2016 10:28 am

kapifm

avatar
Manager - Equity Analytics
Manager - Equity Analytics
Hi...Karuna....

you and Teller playing  Drama here....i Have Observed Many Occasions...   any way    ...enjoy

32 Re: HEXP june quarter report :) on Fri Aug 05, 2016 10:31 am

kapifm

avatar
Manager - Equity Analytics
Manager - Equity Analytics
My dearest friend  Karuna and....Nangi  Sangeetha   is   Same  my only doubt is  which one is duplicate???

33 Re: HEXP june quarter report :) on Fri Aug 05, 2016 1:41 pm

Teller

avatar
Moderator
Smart people will stay with HEXP , with in short period 50% gain and with in a year 100% gain is possible.
There are many other shares some earning better than HEXP but high outstanding of shares available.
But HEXP issued only 8 million so coming quarter there EPS will be above 28 rupees due to land disposal there after they will maintain minimum 3.50 EPS quarterly.

It means 14 rupees EPS if they run the same scenario.
As I said earlier all members should keep HEXP holding as investment.
This must be stayed above 200 rupees ...
I know the share that's why want to convince to members.
Buy ,sell,hold upto you
GL

34 Re: HEXP june quarter report :) on Sat Aug 06, 2016 9:27 am

Cricketman


Senior Equity Analytic
Senior Equity Analytic
@Cricketman wrote:
@Miss-Sangeetha wrote:
@Cricketman wrote:
I believe we have no infants here in the forum. No need to repeat land proceeds is one off cash. But have you thought what they would do with such large amount of cash?

Every day morning Blue blooded repeating the same said statement and you are immediately appearing next to him, and advocating and approving his statement for him.
 where did you go when Teller advertising repeatedly for more than 500 times for HEXP in this forum . Do you think any infant in this forum for your side of view?
Ms.Sangeetha
I think you have the same no (500) being against HEXP.
Anyway,
Will leave behind HEXP. Then tell us something good to buy ATM. Which could give a good return.

Ms.Sangeetha

I;m waiting for your suggestions!!! What to buy

35 Re: HEXP june quarter report :) on Sat Aug 06, 2016 1:53 pm

Teller

avatar
Moderator
I found another good share. Trades above 150+ but below 200. Studies are going on. I will update after my tour. Stil no one remain HEXP but no 2.xxxx is this dlshare

36 Re: HEXP june quarter report :) on Sat Aug 06, 2016 2:15 pm

NZ BOY

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Moderator
Don't buy BRR Teller and company dump to you now NAVP around 6 Teller and company collected now planing to dump to u Remember HEXP they target 130 sold 90-95 Range we know the game new comers don't buy at high price

37 Re: HEXP june quarter report :) on Sat Aug 06, 2016 2:56 pm

Teller

avatar
Moderator
We don't want one day return like you. Check the financials of the hotel sector. Some times share is trading 6-8 times of NAV.
Normally hotel sector PER also high.
You can't compare HEXP 90/- levels with previous 60/- levels due to new disposal . that's the reason of new buying interest. 90 level is a good support.
It traded nearly 1.4 million shares above 90
So no chances for a price reversal.
We got enough price appreciation from HEXP but still it must surpass 130+ levels.
I know this is happening 100% surely with new developments.
So time will decide who is correct and who is wrong here.
Still HEXP is the best

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