Hidden gem ?

Angrybird · 1 Hidden gem ? Fri Feb 17, 2012 6:34 pm

Angrybird

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Dear experienced members?
Would you all please share your thoughts about what are the "Hidden gems" available in the market right now? Very Happy

ROHAN · 2 Re: Hidden gem ? Fri Feb 17, 2012 7:20 pm

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yes.

ASCOT,SINI,REEF,VFIN,CFL current price level so attractive short & long term.

anubis · 3 Re: Hidden gem ? Fri Feb 17, 2012 8:08 pm

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@ROHAN, REEF? are you serious? (I don't know about the rest)

Have a look at their latest financials: http://cse.lk/cmt/upload_report_file/568_1329307166183.pdf

All I can see is that they are still making losses. If I remember correctly, they are working on some new hotels that would take about 2-3 more years (as I recollect from past posts in this forum).

I refuse to call REEF a gem, but may be you can see its value (if you are a long term investor and have a very wider understanding about how things will turn out at that time - who knows)

Anyway, I'm not an expert. Just commenting based on common sense.

Cheers!

bePositive · 4 Re: Hidden gem ? Fri Feb 17, 2012 8:24 pm

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TKYO-X, NDB,NTB,

opfdo · 5 Re: Hidden gem ? Fri Feb 17, 2012 8:42 pm

opfdo

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there are plenty my friend, analyse & decide,

COCO,CRL,CABO,RHL,RAL,PABC,NTB,SEYB,CWM,CSD,COLO,UML,BIL,LFIN,DIST,RCL,CONN,CTCE,LLUB,CTC,COMB,DIPD,HASU,JINS,KVAL,

Last edited by osmand on Fri Feb 17, 2012 10:14 pm; edited 1 time in total

rishanpossitive · 6 Re: Hidden gem ? Fri Feb 17, 2012 8:52 pm

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osmand wrote:there are plenty my friend, analyse & decide,

COCO,CRL,CABO,RHL,RAL,PABC,NTB,SEYB,CWM,CSD,COLO,UML,BIL,LFIN,DIST,RCL,CONN,ACAP,CTCE,LLUB,CTC,COMB,DIPD,HASU,JINS,KVAL,

From your list CABO will give the highest return.

Rayess · 7 Re: Hidden gem ? Fri Feb 17, 2012 8:57 pm

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Ask Innam to list the hidden gems, I have not been on this forum long, but it seems to me he is the guy with the soundest knowledge.... Smile

Can we pick your brains Innam?

Last edited by Rayess on Fri Feb 17, 2012 9:19 pm; edited 1 time in total (Reason for editing : sp)

opfdo · 8 Re: Hidden gem ? Fri Feb 17, 2012 9:00 pm

opfdo

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rishanpossitive wrote:

osmand wrote:there are plenty my friend, analyse & decide,

COCO,CRL,CABO,RHL,RAL,PABC,NTB,SEYB,CWM,CSD,COLO,UML,BIL,LFIN,DIST,RCL,CONN,ACAP,CTCE,LLUB,CTC,COMB,DIPD,HASU,JINS,KVAL,

From your list CABO will give the highest return.

May be you are correct but can not predict

Carolis · 9 Re: Hidden gem ? Fri Feb 17, 2012 9:12 pm

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ROHAN wrote:yes.

ASCOT,SINI,REEF,VFIN,CFL current price level so attractive short & long term.

How come u are saying all these are Gems. I'm confused. Please explain. Thanks

sureshot · 10 Re: Hidden gem ? Fri Feb 17, 2012 9:17 pm

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HIDDEN GEM AS @ TODAY .......
SURE ITS NOTHING BUT THE GREAT TWOD .........
Like a Star @ heaven

TOUCHWOOD

opfdo · 11 Re: Hidden gem ? Fri Feb 17, 2012 9:23 pm

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oh oh, it seems members are trying to promote their stock. this is bad friends. this is not good.

Monster · 12 Re: Hidden gem ? Fri Feb 17, 2012 9:26 pm

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ROHAN wrote:yes.

ASCOT,SINI,REEF,VFIN,CFL current price level so attractive short & long term.

Hope you are kidding my friend. Just because it has gone up due to manipulation doesn't mean it's a 'gem'. Don't mislead others.

osmand wrote:there are plenty my friend, analyse & decide,

COCO,CRL,CABO,RHL,RAL,PABC,NTB,SEYB,CWM,CSD,COLO,UML,BIL,LFIN,DIST,RCL,CONN,ACAP,CTCE,LLUB,CTC,COMB,DIPD,HASU,JINS,KVAL,

I agree with you except ACAP.

Though COLO and UML are currently undervalued shares, I would like to refrain from investing on motor sector for the following reasons.

1. Increased fuel price
2. High interest rate
3. There are some rumors govt is going to increase import duty (only rumors)

Once motor sector was my favorite sector and I gain handsome profit from DIMO, ASHO and UML

I don't think CTC and LLUB share prices will rise further but you will enjoy handsome dividends every quarter.
In plantation sector, I would rather go for KGAL than KVAL.

opfdo · 13 Re: Hidden gem ? Fri Feb 17, 2012 9:30 pm

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Monster wrote:

ROHAN wrote:yes.

ASCOT,SINI,REEF,VFIN,CFL current price level so attractive short & long term.

Hope you are kidding my friend. Just because it has gone up due to manipulation doesn't mean it's a 'gem'. Don't mislead others.

osmand wrote:there are plenty my friend, analyse & decide,

COCO,CRL,CABO,RHL,RAL,PABC,NTB,SEYB,CWM,CSD,COLO,UML,BIL,LFIN,DIST,RCL,CONN,ACAP,CTCE,LLUB,CTC,COMB,DIPD,HASU,JINS,KVAL,

I agree with you except ACAP.

Though COLO and UML are currently undervalued shares, I would like to refrain from investing on motor sector for the following reasons.

1. Increased fuel price
2. High interest rate
3. There are some rumors govt is going to increase import duty (only rumors)

Once motor sector was my favorite sector and I gain handsome profit from DIMO, ASHO and UML

I don't think CTC and LLUB share prices will rise further but you will enjoy handsome dividends every quarter.
In plantation sector, I would rather go for KGAL than KVAL.

Dear Monster, i just want to know why you ignore ACAP, if you can pls post the reasons ? pls.. Smile

opfdo · 14 Re: Hidden gem ? Fri Feb 17, 2012 10:13 pm

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osmand wrote:

Monster wrote:

ROHAN wrote:yes.

ASCOT,SINI,REEF,VFIN,CFL current price level so attractive short & long term.

Hope you are kidding my friend. Just because it has gone up due to manipulation doesn't mean it's a 'gem'. Don't mislead others.

osmand wrote:there are plenty my friend, analyse & decide,

COCO,CRL,CABO,RHL,RAL,PABC,NTB,SEYB,CWM,CSD,COLO,UML,BIL,LFIN,DIST,RCL,CONN,ACAP,CTCE,LLUB,CTC,COMB,DIPD,HASU,JINS,KVAL,

I agree with you except ACAP.

Though COLO and UML are currently undervalued shares, I would like to refrain from investing on motor sector for the following reasons.

1. Increased fuel price
2. High interest rate
3. There are some rumors govt is going to increase import duty (only rumors)

Once motor sector was my favorite sector and I gain handsome profit from DIMO, ASHO and UML

I don't think CTC and LLUB share prices will rise further but you will enjoy handsome dividends every quarter.
In plantation sector, I would rather go for KGAL than KVAL.

Dear Monster, i just want to know why you ignore ACAP, if you can pls post the reasons ? pls..

Dear, no need further reasons, I agree.

anubis · 15 Re: Hidden gem ? Fri Feb 17, 2012 10:18 pm

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@osmand: here's my analysis on CONN:

https://2img.net/h/oi44.tinypic.com/34oodja.png

EPS for 2011 = 1.41 + 1.06 + 1.00 + 1.74 = 5.21

Therefore, current P/E = 73 / 5.21 = 14 (approx)

Now, let's be bit optimistic and estimate the EPS as 1.74 * 4 (assuming they'll keep up their performance).

Then, Estimated (optimistic) EPS = 1.74 * 4 = 6.96
Estimated (optimistic) P/E = 73 / 6.96 = 10.5

I feel reluctant to call this a "gem". Is a P/E of 10.5 OK in this sector?

Also, if you look at their company income statement, you'll see that they are at a loss... doesn't that mean they suck at their core business?

I exited from CONN recently, not very confident about it. Just my opinion.

Cheers!

Monster · 16 Re: Hidden gem ? Fri Feb 17, 2012 10:28 pm

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osmand, ACAP is not crap share as many in CSE. However, I would invest some other shares in the same sector than investing on ACAP. There are many undervalued shares in the same sector than ACAP. So, I wouldn't call this as a 'gem'

@anubis, all most all the shares in the hotel sector are overvalued except few hotels. This sector is trading high PE ratio expecting future growth. Out of that CONN is one of the best among others. Currently I don't have CONN shares in my portfolio. I exited @ 120/- from CONN last year with 35% profit.

anubis · 17 Re: Hidden gem ? Fri Feb 17, 2012 10:36 pm

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@Monster: Thanks! I do agree with your view.

May be it's worth to discuss on a separate thread whether these high P/E ratios in the hotels sector can be justified.

I mean we're expecting tourism to grow in Sri Lanka, and I think it will. But are we expecting too much? is this the only country that foreigners like to visit? IMHO tourism and hotel sector is bit over hyped in media. It might grow a lot but not as rapidly as we expect.

Anyway, that's for some other discussion Smile

Cheers!

Kumar · 18 Re: Hidden gem ? Fri Feb 17, 2012 10:47 pm

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I think out of 34 Hotels in the CSE, very few are paying regular dividend to the share holders.
Some of them in the past were issuing rights and getting more fund from share holders.
Nowadays we can see the trade is getting to pick up due to various reasons.
Next couple of years going to be the testing period for the investors.
Hope by 2014 onwards we can get more benefits in the form of dividend.
Up to that point speculation will play a big role in this sector.
The above are my opinion,may be I'm 100% wrong, please update.

anees · 19 Re: Hidden gem ? Fri Feb 17, 2012 10:52 pm

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acap, tyre, aluf, lprt, scap, mull

Redbulls · 20 Re: Hidden gem ? Sat Feb 18, 2012 4:10 am

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JKL

ROHAN · 21 Re: Hidden gem ? Sat Feb 18, 2012 8:13 am

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ASCOT,SINI,REEF,CFL big hands strongly keep in touch in this shares.

lets see.....

Slstock · 22 Re: Hidden gem ? Sat Feb 18, 2012 9:07 am

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ROHAN wrote:ASCOT,SINI,REEF,CFL big hands strongly keep in touch in this shares.

lets see.....

Second time you mentioned in the same thread. Any special reasons?

smallville · 23 Re: Hidden gem ? Sat Feb 18, 2012 1:13 pm

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slstock wrote:

ROHAN wrote:ASCOT,SINI,REEF,CFL big hands strongly keep in touch in this shares.

lets see.....

Second time you mentioned in the same thread. Any special reasons?

I think ASCO, SINI a bit illiquid as my memory serves and REEF, CFL due to manipulation Wink

Well these are not hidden gems but speculative bastards.. A hidden gem should be able pick up gradually with time and we should be able to see their growth from now on so we pick them up before crowd starts.. Last year BFL, TAFL were considered as hidden gems.. Then after the collection around 9 levels PCH emerged as one too.. hope our guys remember the stories..

In reality KGAL, RCL can come up as gems in coming years though the revenues are not that much for these quarters..

Redbulls · 24 Re: Hidden gem ? Sat Feb 18, 2012 5:13 pm

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Hidden gem stories in CSE end up with manipulation.
Past gave good examples.

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Hidden gem ?

1 Hidden gem ? Fri Feb 17, 2012 6:34 pm

Angrybird

2 Re: Hidden gem ? Fri Feb 17, 2012 7:20 pm

ROHAN

3 Re: Hidden gem ? Fri Feb 17, 2012 8:08 pm

anubis

4 Re: Hidden gem ? Fri Feb 17, 2012 8:24 pm

bePositive

5 Re: Hidden gem ? Fri Feb 17, 2012 8:42 pm

opfdo

6 Re: Hidden gem ? Fri Feb 17, 2012 8:52 pm

rishanpossitive

7 Re: Hidden gem ? Fri Feb 17, 2012 8:57 pm

Rayess

8 Re: Hidden gem ? Fri Feb 17, 2012 9:00 pm

opfdo

9 Re: Hidden gem ? Fri Feb 17, 2012 9:12 pm

Carolis

10 Re: Hidden gem ? Fri Feb 17, 2012 9:17 pm

sureshot

11 Re: Hidden gem ? Fri Feb 17, 2012 9:23 pm

opfdo

12 Re: Hidden gem ? Fri Feb 17, 2012 9:26 pm

Monster

13 Re: Hidden gem ? Fri Feb 17, 2012 9:30 pm

opfdo

14 Re: Hidden gem ? Fri Feb 17, 2012 10:13 pm

opfdo

15 Re: Hidden gem ? Fri Feb 17, 2012 10:18 pm

anubis

16 Re: Hidden gem ? Fri Feb 17, 2012 10:28 pm

Monster

17 Re: Hidden gem ? Fri Feb 17, 2012 10:36 pm

anubis

18 Re: Hidden gem ? Fri Feb 17, 2012 10:47 pm

Kumar

19 Re: Hidden gem ? Fri Feb 17, 2012 10:52 pm

anees

20 Re: Hidden gem ? Sat Feb 18, 2012 4:10 am

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21 Re: Hidden gem ? Sat Feb 18, 2012 8:13 am

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22 Re: Hidden gem ? Sat Feb 18, 2012 9:07 am

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23 Re: Hidden gem ? Sat Feb 18, 2012 1:13 pm

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24 Re: Hidden gem ? Sat Feb 18, 2012 5:13 pm

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