Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!!

stocksira

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Dear Admin,

Who predicted KAPI upside correctly when it was around Rs 32 ?

We should give credit to that member/ members

Regards
SS sunny

Last edited by stocksira on Mon Aug 25, 2014 10:39 am; edited 1 time in total

Sstar

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http://forum.srilankaequity.com/t35622-mtd-walkers-plc-kapin0000-targets-20bn-turnover-in-2015?highlight=MTD+Walkers

http://forum.srilankaequity.com/t210-kapi-is-on-track-in-developing-new-projects?highlight=mt+walkers

http://forum.srilankaequity.com/t33137-is-kapi-n0000-mtd-walkers-plc-woth-at-rs3000?highlight=mtd+walkers

stocksira

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Well done Sstar !!!!!!!!!!!!!!!!!!!!!!!!

56% gain if you bought @ 32.....

VALUEPICK

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Sstar is one of the very clever and intelligent investors in the market. Sstar was among first market players to talk about REXP.

SHARK aka TAH

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Well Done SStar Very Happy

Invest-Wise

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well done Sstar.....my broker was promoting this at 30 levels and infact I spoke to him today and said your star is rising!! what a great stock. and what a company with a great turnaround.

Market R

Market R

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MTD Walkers PLC posted a net profit of Rs.370 million recording an impressive growth of 96% for the first quarter FY 2014/2015 when compared to the first quarter of the previous financial year. The Group revenue for the period grew by 76% to Rs. 3.3 billion.

Due to the drop in the market lending rates and the introduction of an effective financial management policy, the group was able to reduce its finance cost by 4.7% for 1Q when compared with the previous year, whilst the earnings per share for the 3 months ended June 2014 was Rs. 2.46.

Commenting on this record breaking performance, MTD Walkers' Group Executive Deputy Chairman, Jehan Amaratunga said, 'MTD Walkers was able to achieve this milestone by capitalizing on the synergies between the Group's subsidiary companies. "We have effectively harnessed the Group's expertise to become a fully integrated infrastructure and engineering solutions provider within Sri Lanka's rapidly growing construction sector,"he said.

Amaratunga said while the Group's focus on service delivery and expertise was a significant competitive advantage in growing the order book to attract large scale projects, we will in the future continue to remain focused to ensure that all our stakeholders benefit from our underlining philosophy of timely delivery of quality, responsibly.'
- See more at: http://www.dailynews.lk/?q=business/mtd-walkers-posts-rs-370-m-net-profit-1q#sthash.IytTaOdL.dpuf

soileconomy

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If we calculate sector PE and market PE ratio there is more and enough room to go up for this share.

bakapandithaya

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Great work Sstart...
Pls predict your next move

hariesha

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Don't I deserve any credit?

Just kidding. Do not expect any thing.

(1)

http://research.srilankaequity.com/t896-valuation-guide-construction-and-housing-sector

(2)

Good Stocks for 2014 (01) - Booming Construction Sector
hariesha on Sat Dec 14, 2013 5:28 pm.

http://research.srilankaequity.com/t868-good-stocks-for-2014-01-booming-construction-sector

Most analysts expected a boom in the construction sector with the end of war. After four years we are gradually seeing results. Companies in the industry have shown impressive results during last four quarters and continue to operate with full order book which will continue into foreseeable future.

We have three companies listed under the sector in CSE. But I have excluded DOCK as it's involving mainly in ship building and repairs with very small market share in civil construction industry but included TKYO as it's directly related to the construction sector, though it's listed in the manufacturing sector in CSE.

Out of AEL and KAPI (MTD Walkers), KAPI is well diversified in the industry. It’s mainly operating in civil construction industry with considerable exposure for marine engineering and power generation. It’s the only private power producer in Northern Province.

KAPI is currently trading at a considerable discount to AEL when comparing both PE and PBV. AT PE terms KAPI should increase to Rs.40/- to match with AEL and in PBV terms should reach 58/- to catch up AEL. KAPI is relatively illiquid than AEL as owners stake is 92% and another 2% is owned by couple of fund managers who are in for long term effectively leaving only 6% for market players.

But both will give good prospects in near future.

TKYO is currently benefiting from low raw material prices giving it good margins though cement is a price controlled item in Sri Lanka. By 2014 budget proposals government decided to impose a CESS on imported cement which will be a plus factor for TKYO.

Construction Sector : Valuation Guide - Based on EPS and PBV in the attachment

(3)

Previous Coverage on Wed May 29, 2013 :

http://research.srilankaequity.com/t731-booming-construction-sector

SHARK aka TAH

SHARK aka TAH

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hariesha wrote:Don't I deserve any credit?

Just kidding. Do not expect any thing.

(1)

http://research.srilankaequity.com/t896-valuation-guide-construction-and-housing-sector

(2)

Good Stocks for 2014 (01) - Booming Construction Sector
hariesha on Sat Dec 14, 2013 5:28 pm.

http://research.srilankaequity.com/t868-good-stocks-for-2014-01-booming-construction-sector

Most analysts expected a boom in the construction sector with the end of war. After four years we are gradually seeing results. Companies in the industry have shown impressive results during last four quarters and continue to operate with full order book which will continue into foreseeable future.

We have three companies listed under the sector in CSE. But I have excluded DOCK as it's involving mainly in ship building and repairs with very small market share in civil construction industry but included TKYO as it's directly related to the construction sector, though it's listed in the manufacturing sector in CSE.

Out of AEL and KAPI (MTD Walkers), KAPI is well diversified in the industry. It’s mainly operating in civil construction industry with considerable exposure for marine engineering and power generation. It’s the only private power producer in Northern Province.

KAPI is currently trading at a considerable discount to AEL when comparing both PE and PBV. AT PE terms KAPI should increase to Rs.40/- to match with AEL and in PBV terms should reach 58/- to catch up AEL. KAPI is relatively illiquid than AEL as owners stake is 92% and another 2% is owned by couple of fund managers who are in for long term effectively leaving only 6% for market players.

But both will give good prospects in near future.

TKYO is currently benefiting from low raw material prices giving it good margins though cement is a price controlled item in Sri Lanka. By 2014 budget proposals government decided to impose a CESS on imported cement which will be a plus factor for TKYO.

Construction Sector : Valuation Guide - Based on EPS and PBV in the attachment

(3)

Previous Coverage on Wed May 29, 2013 :

http://research.srilankaequity.com/t731-booming-construction-sector

Well Done Hariesha Very Happy

Good Job

soileconomy

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According to latest financials of Kapi prices should get adjusted.that is what we are Seeing nowadays

nickjava

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Kudos for sstar and all the good members

Market R

Market R

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Annual Report Released Smile

Market R

Market R

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2014 Expected
Walkers PLC group explores options to enter real estate and renewable power sectors

sorce 2013/3014 Annual Report

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Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!!

1 Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 10:20 am

stocksira

2 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 10:31 am

Sstar

3 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 10:41 am

stocksira

4 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 10:59 am

VALUEPICK

5 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 11:26 am

SHARK aka TAH

6 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 1:53 pm

Invest-Wise

7 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 2:06 pm

Market R

8 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 10:04 pm

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9 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 10:18 pm

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10 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 10:27 pm

hariesha

11 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Mon Aug 25, 2014 11:56 pm

SHARK aka TAH

12 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Tue Aug 26, 2014 7:13 am

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13 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Tue Aug 26, 2014 7:26 am

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14 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Tue Aug 26, 2014 9:40 am

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15 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!! Tue Aug 26, 2014 9:49 am

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16 Re: Who predicted KAPI correctly ? We should give credit to that memeber "Well Done "SStar" !!!!!!!!!!!

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