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Sri Lanka Equity Forum » Stock Market Talk » Plantation Sector Summary

Plantation Sector Summary

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1 Plantation Sector Summary on Wed Oct 04, 2017 9:42 pm

Namal


Senior Equity Analytic
Senior Equity Analytic
what will happen.... any prediction guys.....

2 Re: Plantation Sector Summary on Wed Oct 04, 2017 9:43 pm

Namal


Senior Equity Analytic
Senior Equity Analytic

3 Re: Plantation Sector Summary on Wed Oct 04, 2017 10:35 pm

sanjulanka


Manager - Equity Analytics
Manager - Equity Analytics
Thanks namal how about Bala ,Ldev PE Very Happy Very Happy Very Happy

4 Re: Plantation Sector Summary on Thu Oct 05, 2017 7:16 am

Namal


Senior Equity Analytic
Senior Equity Analytic
guys... can you remember LDEV trading quantities @ 3.4, 4.1-4.4, 5.7-6.3, 7.2-8.3, 9.1-10.. Now 11.7-12.7..... I predict this stock will touch 13.5-14 in few days..

5 Re: Plantation Sector Summary on Thu Oct 05, 2017 10:37 am

Casanova


Stock Analytic
Stock Analytic
Yaa. It may High as u guess up to 13 to 14. What about RICH? If RICH move start it will be go at least 17. Possible Run to CTBL and ASIY too

6 Re: Plantation Sector Summary on Thu Oct 05, 2017 4:53 pm

sanjulanka


Manager - Equity Analytics
Manager - Equity Analytics
@Casanova wrote:Yaa. It may High as u guess up to 13 to 14. What about RICH? If RICH move start it will be go at least 17. Possible  Run to CTBL and ASIY too
please explain Rich movement (EPS,PE Etc) Thanks... I love you I love you I love you

7 Re: Plantation Sector Summary on Thu Oct 05, 2017 4:59 pm

anges


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
weather will have the last say !

8 Re: Plantation Sector Summary on Fri Oct 06, 2017 6:09 am

Namal


Senior Equity Analytic
Senior Equity Analytic

9 Re: Plantation Sector Summary on Fri Oct 06, 2017 10:46 am

Namal


Senior Equity Analytic
Senior Equity Analytic
stated the bull run....

10 Re: Plantation Sector Summary on Fri Oct 06, 2017 1:36 pm

Elahara

avatar
Manager - Equity Analytics
Manager - Equity Analytics
Join our CSE Online chat on FACEBOOK https://www.facebook.com/profile.php?id=100017909972633

11 Re: Plantation Sector Summary on Fri Oct 06, 2017 8:15 pm

Casanova


Stock Analytic
Stock Analytic
As I said today RICH moves 13 to 13.50. Hopes next week as i guess. Wait and see all?

12 Re: Plantation Sector Summary on Sun Oct 08, 2017 8:44 am

Harry82

avatar
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Plantation share rise –recipe for a potential bubble
By Duruthu Edirimuni Chandrasekera
View(s): 108


With high tea prices recorded over the past three months, retail traders are grabbing onto plantation shares, alarming regulators as this can be a potential bubble, analysts say.
“There’s a bit of good news on the plantations sector as tea prices are high and their June quarter results have been good. So, the retailers extrapolate tea prices and gauge the values of these stocks, which may be not so good news in the long run,” an analyst told the Business Times.
Another analyst added that there’s certainly a fundamental backing in the rise of these shares, with tea prices at auctions in August averaging Rs. 606.86 per kg, up from Rs. 473.78 a year ago, as per a Forbes and Walker Tea Brokers report. Prices of teas from all three elevations rose during August with the biggest gains in the high grown varieties. But this rise in shares shouldn’t last long. “A little bit of good news in an illiquid sector like this will send prices up,” he added.
Share of Lankem Developments from June 30 to September 28 rose by 230 per cent (from Rs. 3 per share to Rs. 9.90). A share in Madulsima Plantations which was Rs. 6.70 and went up to Rs. 15.50, a 131.34 per cent surge during the same, corresponding period. A share at Udapussellawa rose by 123.08 per cent, Malwatta up by 121.43 per cent, Colombo Trust Finance by 106 per cent and Balangoda Plantations by 106 per cent during the said 3- month period.
It’s a volatile sector and retailers should exercise caution, a regulator told the Business Times. While this isn’t a replica of the 2010 era when the mafia stumped the market with pump and dump in dud shares, prolonging these share hikes could be a recipe for disaster, she said.

13 Re: Plantation Sector Summary on Sun Oct 08, 2017 9:07 am

TARGET


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I can see some members miss the great chance of riding the plantations rally , FEELING LITTLE JEALOUS .. Very Happy

14 Re: Plantation Sector Summary on Sun Oct 08, 2017 9:40 am

Namal


Senior Equity Analytic
Senior Equity Analytic
You are absolutly correct my dear Harry82. but if we want to earn some good profit we have to follow those time to time rallyes.. and we hav to be VERY CAREFULLY jump from the bus @ the corect time. If we invest in stock market, we hav invest some persentage of your protfolio in to those risk areas.. otherwise its berter to DEPOSIT UR MONEY in FD.

15 Re: Plantation Sector Summary on Sun Oct 08, 2017 9:51 am

samaritan


Vice President - Equity Analytics
Vice President - Equity Analytics
In Sri Lanka the bubble theory itself is a bubble!

plantation sector shares are poised to appreciate further before a decline.

16 Re: Plantation Sector Summary on Sun Oct 08, 2017 10:57 am

marusira


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Market down wela investors la loss wela CSE eken yanakota me humble ewun bubble ganna no talks.oya Bak gani sorry iruthu gani magen hari psgawsk kale.

17 Re: Plantation Sector Summary on Mon Oct 09, 2017 8:01 am

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
BALA P/E OF 1.50-(NAV 100.89-MP 36.10)
MASK P/E OF 2.14-(NAV 19.19-MP 19.19)
UDPL P/E OF 2.29-(NAV 35.28-MP 45.70)
MAL P/E OF 4.11-(NAV 13.96-MP 12.10/12.50)
BOPL P/E OF 4.75-(NAV 17.39-MP 17.90)
NAMU P/E OF 4.84-(NAV 112.62-MP 92.00)
MADU P/E OF 4.89-(NAV 16.48-MP 18.20)
HAPU P/E OF 4.91-(NAV 38.25-MP 32.50)

18 Re: Plantation Sector Summary on Mon Oct 09, 2017 9:30 am

Beta1

avatar
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Wimal Modawansa wrote:BALA P/E OF 1.50-(NAV 100.89-MP 36.10)
MASK P/E OF 2.14-(NAV 19.19-MP 19.19)
UDPL P/E OF 2.29-(NAV 35.28-MP 45.70)
MAL P/E OF 4.11-(NAV 13.96-MP 12.10/12.50)
BOPL P/E OF 4.75-(NAV 17.39-MP 17.90)
NAMU P/E OF 4.84-(NAV 112.62-MP 92.00)
MADU P/E OF 4.89-(NAV 16.48-MP 18.20)
HAPU P/E OF 4.91-(NAV 38.25-MP 32.50)

you missed the best one 

LDEV P/E below 1.70 with massive growth

19 Re: Plantation Sector Summary on Mon Oct 09, 2017 9:59 am

fireshelter

avatar
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
udpl Start  Laughing Laughing Laughing Laughing Laughing

20 Re: Plantation Sector Summary on Mon Oct 09, 2017 10:17 am

ranferdi

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Harry82 wrote:Plantation share rise –recipe for a potential bubble
By Duruthu Edirimuni Chandrasekera
View(s): 108


With high tea prices recorded over the past three months, retail traders are grabbing onto plantation shares, alarming regulators as this can be a potential bubble, analysts say.
“There’s a bit of good news on the plantations sector as tea prices are high and their June quarter results have been good. So, the retailers extrapolate tea prices and gauge the values of these stocks, which may be not so good news in the long run,” an analyst told the Business Times.
Another analyst added that there’s certainly a fundamental backing in the rise of these shares, with tea prices at auctions in August averaging Rs. 606.86 per kg, up from Rs. 473.78 a year ago, as per a Forbes and Walker Tea Brokers report. Prices of teas from all three elevations rose during August with the biggest gains in the high grown varieties. But this rise in shares shouldn’t last long. “A little bit of good news in an illiquid sector like this will send prices up,” he added.
Share of Lankem Developments from June 30 to September 28 rose by 230 per cent (from Rs. 3 per share to Rs. 9.90). A share in Madulsima Plantations which was Rs. 6.70 and went up to Rs. 15.50, a 131.34 per cent surge during the same, corresponding period. A share at Udapussellawa rose by 123.08 per cent, Malwatta up by 121.43 per cent, Colombo Trust Finance by 106 per cent and Balangoda Plantations by 106 per cent during the said 3- month period.
It’s a volatile sector and retailers should exercise caution, a regulator told the Business Times. While this isn’t a replica of the 2010 era when the mafia stumped the market with pump and dump in dud shares, prolonging these share hikes could be a recipe for disaster, she said.

People with controversial track records can write anything. 

Can you point out three shares trading above  10 tines it's eps per share or two times nav.. 

Taking in to consideration that tea prices are still good we can assume the prices to remain the same for another two quarters. 

All the plantations are still trading cheap and there are lot of space to ride.  

Rising prices on fundamentals are not Bubble 

Anyways rise and falls are a part of natural market cycle and only thing we need to make sure is that no body is allowed to manipulate the markets. 

People with vested interest can write anything..

http://::::THIS EMAIL DOESNT WORK.. PLEASE CONTACT ME ON FB ACCO

21 Re: Plantation Sector Summary on Mon Oct 09, 2017 10:26 am

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
AVERAGE PRICE FOR BULK TEA
Average price to be Utilized for CESS computation on bulk tea for the month of October 2017 per Kilo will be, Rs 601.40 (Un-weighed).
* Cess calculation is proceeded based on unweighted average of weighted averages....
Year - 2017
Month Weighted Un-weighted
January N/A 568.65
February N/A 582.04
March N/A 588.68
April N/A 597.95
May N/A 619.45
June N/A 645.74
July N/A 639.94
August N/A 614.36
September N/A 596.67
October N/A 601.40
Year - 2016
Month Weighted Un-weighted
January 400.87 401.32
February 414.37 414.42
March 413.54 413.63
April 407.47 407.41
May 408.41 407.95
June 418.25 420.91
July 441.88 438.81
August N/A 442.62
September N/A 444.86
October N/A 465.39
November N/A 495.79
December N/A 534.10

22 Re: Plantation Sector Summary on Mon Oct 09, 2017 6:05 pm

Ran49


Manager - Equity Analytics
Manager - Equity Analytics
Still running Plantations... it will run till end of November.... most of the good counters will touch Rs100... keep eye...

23 Re: Plantation Sector Summary on Mon Oct 09, 2017 9:29 pm

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
@Wimal Modawansa wrote:BALA P/E OF 1.50-(NAV 100.89-MP 36.10)
MASK P/E OF 2.14-(NAV 19.19-MP 19.19)
UDPL P/E OF 2.29-(NAV 35.28-MP 45.70)
MAL P/E OF 4.11-(NAV 13.96-MP 12.10/12.50)
BOPL P/E OF 4.75-(NAV 17.39-MP 17.90)
NAMU P/E OF 4.84-(NAV 112.62-MP 92.00)
MADU P/E OF 4.89-(NAV 16.48-MP 18.20)
HAPU P/E OF 4.91-(NAV 38.25-MP 32.50)
Profit figures of planation companies for the quarter ended September 2017 is in the process of being finalized this week. Companies trading below their net asset values - BALA,MAL,NAMU and HAPU could shoot up. Watch these counters.

24 Re: Plantation Sector Summary on Tue Oct 10, 2017 7:37 am

Richman


Equity Analytic
Equity Analytic
@Ran49 wrote:Still running Plantations... it will run till end of November.... most of the good counters will touch Rs100... keep eye...

Plantations will run for a good period. Good revenue is expected for few more years to come.

25 Re: Plantation Sector Summary on Tue Oct 10, 2017 8:56 am

trasantha


Senior Equity Analytic
Senior Equity Analytic
@fireshelter wrote:udpl Start  Laughing Laughing Laughing Laughing Laughing
 I think Now it's over, Big Players end the game.....
Don't burn you hand with the hot stove


https://www.investing.com/equities/udapussellawa-plantations
 Visit this link 
study the graph with Volume & Market Price



Last edited by trasantha on Tue Oct 10, 2017 9:01 am; edited 1 time in total (Reason for editing : Not preview the Attachment)

26 Re: Plantation Sector Summary on Tue Oct 10, 2017 4:14 pm

ranferdi

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@trasantha wrote:
@fireshelter wrote:udpl Start  Laughing Laughing Laughing Laughing Laughing
 I think Now it's over, Big Players end the game.....
Don't burn you hand with the hot stove


https://www.investing.com/equities/udapussellawa-plantations
 Visit this link 
study the graph with Volume & Market Price

Feels like plantation sector which has value purposely kept aside by big players and collaborators. At the same time a Group is formulating a CRAP wave promoting shares which has no value. 
May be they are looking for a way to get rid of crap and get into plantation at cheap rate.
Anyway I am sure that plantations will revive sooner or soon after Sep financials are being released.

Wise people will buy into right now.

http://::::THIS EMAIL DOESNT WORK.. PLEASE CONTACT ME ON FB ACCO

27 Re: Plantation Sector Summary on Tue Oct 10, 2017 11:23 pm

fireshelter

avatar
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Only cooling  Very Happy Very Happy Very Happy Very Happy wait and see

28 Re: Plantation Sector Summary on Wed Oct 11, 2017 5:23 am

nimantha80


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@fireshelter wrote:Only cooling  Very Happy Very Happy Very Happy Very Happy wait and see
yes,another powerfull wave is due with financials

29 Re: Plantation Sector Summary on Wed Oct 11, 2017 7:30 am

sanjulanka


Manager - Equity Analytics
Manager - Equity Analytics
Hi nimantha welcome Dear...Wawannoo Dinannoo Very Happy Very Happy Very Happy Basketball Basketball Basketball

30 Re: Plantation Sector Summary on Wed Oct 11, 2017 9:15 am

Harry82

avatar
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Started to down plantation Sector.

Next Banking and Finance Sector

31 Re: Plantation Sector Summary on Sun Oct 15, 2017 7:28 am

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
TEA PRICES UP...... UP ....... AND UP!

http://www.sundayobserver.lk/2017/10/15/business/tea-market-report


BALA WILL LEAD THE RUN!


RS 100 PLUS BASED ON FINANCIALS?FOLLOWED BY UDPL?

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