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Sri Lanka Equity Forum
Sri Lanka Equity Forum
Sri Lanka's leading discussion forum for Stock Market Investors since 2010.
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SLEF Market Sentiment Indicator

73% 73% [ 1132 ]
27% 27% [ 418 ]

Total Votes : 1550

Latest topics
» Climate Change & SL Corporate sector. Are we ready?
by tkc Today at 3:50 pm

» Swisstek (Ceylon) PLC - A Growth Stock
by EquityChamp Today at 3:43 pm

» WELCOME MANGALA
by kovida Today at 12:42 pm

» Certainity in Investing
by DS Wijesinghe Today at 8:40 am

» SFIN UPDATE
by anges Yesterday at 10:40 pm

» Can anyone explain ?
by anges Yesterday at 10:38 pm

» Finance Minister Change
by anges Yesterday at 10:36 pm

» UDPL & BALA Future... Price
by anges Yesterday at 10:35 pm

» why suddenly spen.n moving up?
by Investor1994 Yesterday at 6:58 pm

» HSIG enjoy
by TuTanKaman Yesterday at 10:41 am

» VFIN DIVIDEND
by Harry82 Fri May 26, 2017 8:14 pm

» KZOO ANY IDEA OF THE PRICE BEFORE RIGHTS?
by Eugine Fernando Fri May 26, 2017 2:36 pm

» BPPL Moving on
by Elahara Fri May 26, 2017 1:46 pm

» Advice need on PCP.N
by Elahara Fri May 26, 2017 1:38 pm

» Hotels will become active
by DS Wijesinghe Fri May 26, 2017 12:35 pm

» BPPL - Sell your headache
by Elahara Fri May 26, 2017 10:41 am

» LOFC Chart 28.04.2017 (weekly chart)
by stockback Fri May 26, 2017 9:54 am

» WATA next target
by kovida Thu May 25, 2017 10:21 pm

» Why AINV.N not move
by Neluka Karannagoda Thu May 25, 2017 4:47 pm

» People's Leasing Company
by thankrishan Thu May 25, 2017 4:01 pm

» TJL,LIOC,KAPI,MGT,DOCK
by Deen79 Thu May 25, 2017 2:13 pm

» AINV.N and PCHH.N
by Neluka Karannagoda Thu May 25, 2017 2:07 pm

» HVA - HVA FOODS PLC
by anjelo Thu May 25, 2017 12:42 pm

» DIPD DIPD go 100/=
by EquityChamp Thu May 25, 2017 9:46 am

» DFCC Bank - A very valuable counter
by EquityChamp Thu May 25, 2017 9:41 am

» JKH UNBELIEVABLE
by EquityChamp Thu May 25, 2017 9:30 am

» BLI Quarterly Results
by EquityChamp Thu May 25, 2017 9:27 am

» COMB selling
by EquityChamp Thu May 25, 2017 9:26 am

» HEXP annual EPS Rs.33.41 and NAVPS is Rs.92.17
by Miss-Sangeetha Wed May 24, 2017 8:59 pm

» Colombo Dockyard PLC - Rising From the Ashes
by EquityChamp Wed May 24, 2017 12:15 pm

» SRI LANKA FINANCE SECTOR - HOLD - Mar 2017 - FC Research
by stockback Wed May 24, 2017 12:11 pm

» Sampath Bank PLC - A giant awakening
by EquityChamp Wed May 24, 2017 11:31 am

» Collect Collect
by DHAVER88 Wed May 24, 2017 11:26 am

» Sri Lanka studying property loans, SME credit leakages: Central Bank Governor
by DS Wijesinghe Wed May 24, 2017 10:36 am

» Teejay Jersey Lanka PLC - Depreciated Rupee had a very positive impact
by EquityChamp Wed May 24, 2017 10:35 am

» Investors and Business partners from over 20 countries to take part in ‘Sri Lanka Investment Conclave’
by Vacations To Sri Lanka Wed May 24, 2017 10:25 am

» Reason behind PCHH.N
by Eugine Fernando Wed May 24, 2017 9:16 am

» Profit-takings by blue chips
by Eugine Fernando Wed May 24, 2017 8:47 am

» What to buy ?
by Deen79 Wed May 24, 2017 7:00 am

» AFSL update...
by fortuneteller Tue May 23, 2017 10:26 am

» New CSE Chief upbeat; to accelerate capital market development - See more at: http://www.ft.lk/article/617155/New-CSE-Chief-upbeat--to-accelerate-capital-market-development#sthash.5uzdNQzm.dpuf
by samaritan Tue May 23, 2017 9:17 am

» Isn't Mackwood Energy Limited a gem
by soileconomy Tue May 23, 2017 7:10 am

» SFS. Future.
by prabath Mon May 22, 2017 1:52 pm

» SFIN _DIVDEND
by DHAVER88 Mon May 22, 2017 12:58 pm

» KEEP EYE ON TESS
by DHAVER88 Mon May 22, 2017 11:32 am

» KUMATA MERATA ADIKANANAYA POLISIYA HA WINISURAN ?
by reyaz Mon May 22, 2017 11:31 am

» Sri Lanka: Mangala Samaraweera to be appointed as the Finance Minister today
by worthiness Mon May 22, 2017 10:44 am

» SERA, Seen eka
by MRBRAVO Mon May 22, 2017 9:54 am

» NIFL VS TFIL WHO RUN THE SHOW?
by Eugine Fernando Mon May 22, 2017 9:42 am

» What is happening to MEL
by reyaz Mon May 22, 2017 9:37 am

» COCR and ASI
by Harry82 Mon May 22, 2017 9:11 am

» NEXT WEEK RUNNING SHARES
by Harry82 Mon May 22, 2017 8:50 am

» LETS HOPE FINANCE MINISTER WILL CHANGE
by Eugine Fernando Mon May 22, 2017 8:49 am

» TESS Share Quantity annalise of the last 07 days
by Richman Mon May 22, 2017 6:18 am

» KHC Vs CFT
by sameboy Sat May 20, 2017 10:50 pm

» At least 30 % return within 30 days
by kumarweerarathne Sat May 20, 2017 8:26 pm

» NIFL RACE FINISH
by Teller Sat May 20, 2017 5:50 pm

» VFIN target price -- Rs 80.00 within 2 months
by venura Sat May 20, 2017 12:07 pm

» AINV A logical choice for now!
by reyaz Sat May 20, 2017 11:02 am

» GRAN @ 65 Technically
by anges Sat May 20, 2017 1:27 am

» GOOD to Collect
by anges Sat May 20, 2017 1:26 am

» LLMP good price.
by prabath Fri May 19, 2017 7:49 pm

» NIFL RACE FINISH
by sanjeewa1234 Fri May 19, 2017 5:08 pm

» kZOO why Drop
by sanjeewa1234 Fri May 19, 2017 5:07 pm

» FLCH WILL HIT 3.50
by Winner123 Fri May 19, 2017 4:06 pm

» When will be the AINV right issue ?
by Neluka Karannagoda Fri May 19, 2017 2:34 pm

» Sri Lanka: Net foreign inflow into Sri Lankan equities top Rs. 7.71 billion year to date
by worthiness Fri May 19, 2017 1:21 pm

» RICH RICH RICH
by dow Fri May 19, 2017 11:55 am

» ABANS Unfair Offer Price
by fortuneteller Fri May 19, 2017 11:52 am

» Penny fiesta
by prabath Fri May 19, 2017 11:13 am

» VFIN.. is a Gem
by Harry82 Fri May 19, 2017 7:13 am

» GRAN Future
by DS Wijesinghe Fri May 19, 2017 5:54 am

» BLI for june
by fireshelter Fri May 19, 2017 12:52 am

» WHY GSP PLUS SHARES ARE COMING DOWN?
by reyaz Thu May 18, 2017 11:15 pm

» Why COCO still silent
by Teller Thu May 18, 2017 11:07 pm

» Wait there will be a chance to collect
by prabath Thu May 18, 2017 7:47 pm

» HEXP, WHAT IS BEHIND THE SCREEN
by Miss-Sangeetha Thu May 18, 2017 11:23 am

» TESS AGRO PLC
by MRBRAVO Thu May 18, 2017 8:42 am

» VONE.N0000 HOT SHOT .DON'T HESITATE
by The Hunter Thu May 18, 2017 8:28 am

» MALWATTE PLANTATIONS DONE WELL
by Yahapalanaya Thu May 18, 2017 3:05 am

» BLI's wife - BFN
by Maharaja Wed May 17, 2017 9:26 pm

» NIFL TRADING PRICE
by sanjeewa1234 Wed May 17, 2017 8:49 pm

» KZOO BEST PRICE
by sanjeewa1234 Wed May 17, 2017 8:47 pm

» ASI will reach to it's ever high due to all the positive economic achievements ....
by worthiness Wed May 17, 2017 8:18 pm

» Teejay ends Q3 with a revenue growth of 33-pct despite challenges
by kumarweerarathne Wed May 17, 2017 5:49 pm

» Good Interim Results for Plantation
by jsilva Wed May 17, 2017 5:39 pm

» MPORTANT ANNOUNCEMENT REGARDING DATA ON CSE WEBSITE
by D.G.Dayaratne Wed May 17, 2017 4:28 pm

» HEXP will hit 100/= rs.
by Vacations To Sri Lanka Wed May 17, 2017 1:48 pm

» MEGA BULL MARKET AHEAD
by nirowat Wed May 17, 2017 1:45 pm

» HEXP will hit with the Financial report ?
by worthiness Wed May 17, 2017 1:41 pm

» CSF.N0000 any idea
by podda2 Wed May 17, 2017 12:37 pm

» Today BOGA....
by podda2 Wed May 17, 2017 12:18 pm

» MGT.N 20+ GSP++ BOOM BOOM
by D.G.Dayaratne Wed May 17, 2017 11:44 am

» Sell Poultry stocks....
by kcrRanz Wed May 17, 2017 10:42 am

» GRAN.N000 Below 65/=
by kcrRanz Wed May 17, 2017 10:37 am

» චීන - ලංකා නිදහස් වෙළඳ ගිවිසුම මේ වසරේ දී
by kcrRanz Wed May 17, 2017 10:07 am

» GSP+ හරහා වාර්ෂිකව යූරෝ මිලියන 300 ක්
by kcrRanz Wed May 17, 2017 10:05 am

» HEXP NAVPS - 91/= EPS - 32/= . Any dividend ?
by kcrRanz Wed May 17, 2017 9:56 am

» GSP+ be effected from May 19.
by worthiness Wed May 17, 2017 9:39 am

Over Valued markets vs. Overlooked Frontier Markets

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Over Valued markets vs. Overlooked Frontier Markets

Post by VALUEPICK on Mon Feb 06, 2017 1:46 am

Frontier markets are one of bright spots in the world map for 2017 as they have rich valuation compare with other markets. Some attractive growth and value stocks in Sri-Lankan market also should get limelight from some intelligent market participants sooner than later. As an asset class overlooked frontier markets stocks have more room to appreciate as other markets have extended quite lot. Particularly both value and growth stocks will become winners provided they buy businesses not stocks. Every country has some specific growth areas as well as efficient and effective managers. 
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Re: Over Valued markets vs. Overlooked Frontier Markets

Post by VALUEPICK on Mon Feb 06, 2017 4:16 am

Experienced stock pickers will go for values and portfolio diversification in these markets. They will take advantage of crowd behaviour as well.
 
Type of stocks available in the overlooked CSE
 
Fundamentally sound value stocks: there are companies even if they have half of the current earnings still their forward P/E will be below 10 or 8.
 
There are companies fundamentally weak while having terrible financial ratios and balance sheets: Turnaround companies will be biggest winners in this category and some will take some time to repair their balance sheets.
 
Growth stocks
 
Momentum stocks
 
Debt free companies
 
Debt free and cash rich companies
 
Dividend oriented companies
 
Positive outlook companies
 
Negative out look companies  
 
There are companies can have at least short term rally time to time due to seasonal above average earnings
 
Effective and efficient mangers will run some of the listed companies by looking for new opportunities, by having cost cutting strategies and by having better cash flow management etc. In other words by managing well.  They will create shareholder value etc. Future earnings, strong balance sheets and positive cash flow will drive future share prices. Once bull market set even negative factors will ignore. In a weak market even positive factors will ignore.
 
Be bullish when others become bearish!

Be bearish when others become bullish!
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Re: Over Valued markets vs. Overlooked Frontier Markets

Post by VALUEPICK on Mon Feb 06, 2017 4:21 am

http://www.cnbc.com/2016/08/08/markets-why-the-sell-everything-crowd-has-been-really-wrong.html


Markets: Why the 'sell everything' crowd has been really wrong


https://www.bloomberg.com/view/articles/2015-07-07/the-wisdom-of-crowds-is-not-that-wise

The 'Wisdom of Crowds' Is Not That Wise
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Re: Over Valued markets vs. Overlooked Frontier Markets

Post by VALUEPICK on Mon Feb 06, 2017 5:23 am

Companies with positive stories in frontier markets such as Sri-Lanka will reward the specialist.
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