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Sri Lanka Equity Forum » Stock Market Talk » Recommended buys in planation

Recommended buys in planation

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1 Recommended buys in planation on Mon Oct 09, 2017 8:02 am

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
PLANTATION SHARES WHICH OFFERS VALUE PRESENTLY.
"exit before the bubble bursts'

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)

2 Re: Recommended buys in planation on Mon Oct 09, 2017 8:51 am

sanjulanka


Manager - Equity Analytics
Manager - Equity Analytics
Where Ldev.I think PE Below 2 Very Happy Very Happy Very Happy

3 Re: Recommended buys in planation on Mon Oct 09, 2017 10:30 am

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
yes 57% holding in Agrapaththa Plantation. Ratios needs to be adjusted.

4 Re: Recommended buys in planation on Mon Oct 09, 2017 10:50 am

ranferdi

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
BALA is the Best.. Potential to cross above NAV by the end of year.

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

5 Re: Recommended buys in planation on Mon Oct 09, 2017 12:08 pm

Namal


Senior Equity Analytic
Senior Equity Analytic
Watch LDEV..

6 Re: Recommended buys in planation on Mon Oct 09, 2017 12:33 pm

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
BALA WILL BE THE STAR - WILL CROSS THE ASSET VALUE BRFORE YEAR END!
(others are NAMU and HAPU)

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)

7 Re: Recommended buys in planation on Mon Oct 09, 2017 9:33 pm

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
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.

8 Re: Recommended buys in planation on Tue Oct 10, 2017 2:55 am

wisdom


Equity Analytic
Equity Analytic
I found BALA NAV under RS 20 and most of the profit comes as other operating income. So BALA is not attractive to me. But MAL still good. It depends on crowd behaviour cause every one knows plantation shares not making profits most of the time. We can’t expect PE value as fundamental shares.

9 Re: Recommended buys in planation on Tue Oct 10, 2017 6:18 am

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
don't go only by NAV which is secondary. .The best indicator of value is P/E
Look at the following.

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)

10 Re: Recommended buys in planation on Tue Oct 10, 2017 6:50 am

ranferdi

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@wisdom wrote:I found BALA NAV under RS 20 and most of the profit comes as other operating income. So BALA is not attractive to me. But MAL still good. It depends on crowd behaviour cause every one knows plantation shares not making profits most of the time. We can’t expect PE value as fundamental shares.

WRONG.. 
Where did you find this..  Please see the last annual report it was having 88nav. 
Ane now with last quarter profits NAV stands at 100+
This us the gem in plantatation..

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

11 Re: Recommended buys in planation on Tue Oct 10, 2017 7:03 am

wisdom


Equity Analytic
Equity Analytic
You are correct. Last quarter profit and loss statement says NAV As RS 18.89 . But when the total equity value on BS divided by no of shares is nearly Rs100

12 Re: Recommended buys in planation on Tue Oct 10, 2017 7:28 am

Richman


Equity Analytic
Equity Analytic
LDEV has a PE under 2 and if you apply sector PE to ldev its worth around 25. 

Coming to revenue Tea prices are going up and up and with the combination of the tea they have they will produce good revenue. They have a hydro power plant under them, does any of you how much revenue this will add. With the last quarter eps of 1.97, I am expecting an EPS around 2 for this quater.

13 Re: Recommended buys in planation on Tue Oct 10, 2017 7:31 am

Ran49


Manager - Equity Analytics
Manager - Equity Analytics
LDEV will touch 13.50 level today... with yesterday trade pattern.....

14 Re: Recommended buys in planation on Tue Oct 10, 2017 1:31 pm

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
@wisdom wrote:You are correct. Last quarter profit and loss statement says NAV As RS 18.89 . But when the total equity value on BS divided by no of shares is nearly Rs100

Ha.....Ha......The Finance guys have annualized the Net Asset Value as well.Divided by 4 .!!! Very Happy

15 Re: Recommended buys in planation on Tue Oct 10, 2017 2:07 pm

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
BALA P/E OF 1.50-(NAV 100.89-MP 36.10)

Sector P/E 3.5 ? then where will BALA go?

16 Re: Recommended buys in planation on Tue Oct 10, 2017 4:14 pm

ranferdi

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
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

17 Re: Recommended buys in planation on Tue Oct 10, 2017 6:01 pm

newone


Senior Equity Analytic
Senior Equity Analytic
What happened HPFL today ? Is it good to buy?

18 Re: Recommended buys in planation on Sun Oct 15, 2017 7:23 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?

19 Re: Recommended buys in planation on Sun Oct 15, 2017 8:00 am

Cricketman


Senior Equity Analytic
Senior Equity Analytic
See UDPL,

Annualized EPS            - 20
Current PE                   - 2.5
Sector PE                    - 4.8
Current trading price    - 50.00
Just guess trading around PE 3/3.5.

20 Re: Recommended buys in planation on Sun Oct 15, 2017 8:11 am

Namal


Senior Equity Analytic
Senior Equity Analytic

21 Re: Recommended buys in planation on Mon Oct 16, 2017 5:26 am

Cricketman


Senior Equity Analytic
Senior Equity Analytic
Keep an eye on RICH also. Friday a good volume traded & RICH has KAGL,NAMU & Maskeliya under their belt. 

Dis: Holding

22 Re: Recommended buys in planation on Mon Oct 16, 2017 8:08 am

Wimal Modawansa

avatar
Manager - Equity Analytics
Manager - Equity Analytics
Under valued Plantation share prices to shot up ? Plantation boom continues with steady increase in tea prices mainly due to shortage of supply to meet global demand!


www.asiasiyaka.com

www.asiasiyaka.com

23 Re: Recommended buys in planation on Sun Oct 22, 2017 7:59 am

Cricketman


Senior Equity Analytic
Senior Equity Analytic
HAPU is at consolidation stage. Have a look.

24 Re: Recommended buys in planation on Sun Oct 22, 2017 8:16 am

prasa2004


Manager - Equity Analytics
Manager - Equity Analytics

25 Re: Recommended buys in planation on Wed Oct 25, 2017 3:32 pm

ranferdi

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Hope for good quarterly reports.. Soon..

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

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