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Sri Lanka Equity Forum » Stock Market Talk » Future of JKH John Keels Holdings

Future of JKH John Keels Holdings

Go down  Message [Page 1 of 1]

1Future of JKH John Keels Holdings Empty Future of JKH John Keels Holdings on Mon Sep 19, 2016 6:59 pm

Chinwi

Chinwi
Associate Director - Equity Analytics
Associate Director - Equity Analytics
As per my raw analysis JKH is heading towards it most difficult times w.r.t. bottom line performances.

This doesn't mean I analysed ,  found or predict any slowdown related to its normal  business activities. I didn't go for that.

This is about the bottom line -EPS- , where many investors look to determine trading price.

At the moment, over 50% of EPS of JKH is finally achieved due to its financial Income. They have approx. 70 billion as short term current assets.

They need 90 billion LKR (US$ 650m) to finish Water front project. (price escalations not considered)

If all the warrant W23 money come-in they will get 8.5 billion.

Even if warrant conversion succeeded they have to find another 80 billion.  
Hence in next few years they will have to use current assets and/or go for loans. Most probably they will go for loans to cover part of expenditure.

Therefore historical interest income they got from 70 billion current assets should decrease and affect the bottom line figure in next few years until their business income grow to balance it.

I think this could be a reason to the present market price we see.

2Future of JKH John Keels Holdings Empty Re: Future of JKH John Keels Holdings on Mon Sep 19, 2016 7:07 pm

pfxavier


Senior Equity Analytic
Senior Equity Analytic
correctly said unless they get some free money or joint venture for this project.

3Future of JKH John Keels Holdings Empty Re: Future of JKH John Keels Holdings on Mon Sep 19, 2016 7:09 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@Chinwi wrote:As per my raw analysis JKH is heading towards it most difficult times w.r.t. bottom line performances.

This doesn't mean I analysed ,  found or predict any slowdown related to its normal  business activities. I didn't go for that.

This is about the bottom line -EPS- , where many investors look to determine trading price.

At the moment, over 50% of EPS of JKH is finally achieved due to its financial Income. They have approx. 70 billion as short term current assets.

They need 90 billion LKR (US$ 650m) to finish Water front project. (price escalations not considered)

If all the warrant W23 money come-in they will get 8.5 billion.

Even if warrant conversion succeeded they have to find another 80 billion.  
Hence in next few years they will have to use current assets and/or go for loans. Most probably they will go for loans to cover part of expenditure.

Therefore historical interest income they got from 70 billion current assets should decrease and affect the bottom line figure in next few years until their business income grow to balance it.

I think this could be a reason to the present market price we see.


how long take to complete this project?

nearly 15 Billion annual income of JKH.  

big investors are look after JKH.N price in near future we no need to worry about it.

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