මෙම සතිය තුල කොටස් වෙළඳපොල පහළ වැටුනේ ඇයි?

Panduka1988

Panduka1988

Senior Equity Analytic

Posts : 94
Equity Stars : 4972
Reputation : 0
Join date : 2011-03-03

වගකිවයුතු ආරංචි මාර්ග පවසනුයේ මෙලෙස සමස්ථ කොටස් වෙළඳපොලම පහළට වැටීමට හේතුව ලෙස කරුණු 3ක් ගත හැකි බවයි.
1. 15 වැනිදා එනම් බදාදා දිනය පොහොය දිනයක් වීම.
2. ශ්‍රී ලංකාවේ සමස්ථ ආර්ථිකයේම පහළ බැස්මක් පෙන්නුම්
කිරීම.
3. වෙළඳපොළේ කොටස් පහළ මිල ගනන් වලට වැඩි
ප්‍රමාණයෙන් මිලට ගැනීම.

මේ අනුව කොටස් මිළදී ගන්නන් හට වඩා යහපත් කාලයක් උදා වී ඇතැයි වැඩිදුර සඳහන් වේ.
මේ අනුව
REEF
NHL
TESS
FLCH
යන කොටස් මිළ ඉතා මෑතකදී ඉහළ යන බව ඔවුන්ගේ අදහසයි.

කරුණාකර ඔබගේ අදහස් පළ කරන්න..

kam2011

kam2011

Senior Manager - Equity Analytics

Posts : 554
Equity Stars : 5434
Reputation : 52
Join date : 2011-03-24

Yes, price of those stocks you mentioned could go up. But we must find out the reasons before you buy. Blindly no one should buy shares. Isn't it?

Last edited by kam2011 on Tue Jun 14, 2011 10:38 pm; edited 1 time in total

worthiness

worthiness

Senior Vice President - Equity Analytics

Posts : 2577
Equity Stars : 8924
Reputation : 115
Join date : 2011-04-08

Drastic drop in indices displays the continuous interest on penny stocks with day to day paltry gain enjoyed by retailers ignoring the fundamentals & technical aspects as well. In my opinion the current trend may continue as this trend is largely supported by high end speculators who enjoy the big chunk of the daily gain. It will be havoc in the market without interference from the CSE to monitor & regulate the current situation. Cheers.

Panduka1988

Panduka1988

Senior Equity Analytic

Posts : 94
Equity Stars : 4972
Reputation : 0
Join date : 2011-03-03

kam2011 wrote:Yes, price of those stocks you mentioned could go up. But we must find out the reasons before you buy. Blindly no one should buy shares. Isn't it?

Yes sure.. We won't be PIGS noe!!! Ha.haaa We should have to analyze what to do..
And prepare for tomorrow everyday!!![b]

thushanthas

thushanthas

Equity Analytic

Posts : 27
Equity Stars : 4740
Reputation : 1
Join date : 2011-06-09

Panduka1988 wrote:වගකිවයුතු ආරංචි මාර්ග පවසනුයේ මෙලෙස සමස්ථ කොටස් වෙළඳපොලම පහළට වැටීමට හේතුව ලෙස කරුණු 3ක් ගත හැකි බවයි.
1. 15 වැනිදා එනම් බදාදා දිනය පොහොය දිනයක් වීම.
2. ශ්‍රී ලංකාවේ සමස්ථ ආර්ථිකයේම පහළ බැස්මක් පෙන්නුම්
කිරීම.
3. වෙළඳපොළේ කොටස් පහළ මිල ගනන් වලට වැඩි
ප්‍රමාණයෙන් මිලට ගැනීම.

මේ අනුව කොටස් මිළදී ගන්නන් හට වඩා යහපත් කාලයක් උදා වී ඇතැයි වැඩිදුර සඳහන් වේ.
මේ අනුව
REEF
NHL
TESS
FLCH
යන කොටස් මිළ ඉතා මෑතකදී ඉහළ යන බව ඔවුන්ගේ අදහසයි.

කරුණාකර ඔබගේ අදහස් පළ කරන්න..

Is your point 2 is correct? Is Sri Lankan economy is going down? Experts please explain.

ISURU

ISURU

Senior Manager - Equity Analytics

Posts : 580
Equity Stars : 5795
Reputation : 111
Join date : 2011-02-06

Panduka1988 wrote:වගකිවයුතු ආරංචි මාර්ග පවසනුයේ මෙලෙස සමස්ථ කොටස් වෙළඳපොලම පහළට වැටීමට හේතුව ලෙස කරුණු 3ක් ගත හැකි බවයි.
1. 15 වැනිදා එනම් බදාදා දිනය පොහොය දිනයක් වීම.
2. ශ්‍රී ලංකාවේ සමස්ථ ආර්ථිකයේම පහළ බැස්මක් පෙන්නුම්
කිරීම.
3. වෙළඳපොළේ කොටස් පහළ මිල ගනන් වලට වැඩි
ප්‍රමාණයෙන් මිලට ගැනීම.

මේ අනුව කොටස් මිළදී ගන්නන් හට වඩා යහපත් කාලයක් උදා වී ඇතැයි වැඩිදුර සඳහන් වේ.
මේ අනුව
REEF
NHL
TESS
FLCH
යන කොටස් මිළ ඉතා මෑතකදී ඉහළ යන බව ඔවුන්ගේ අදහසයි.

කරුණාකර ඔබගේ අදහස් පළ කරන්න..

I think, the main reason would be the two massive IPOs.

insidertrader

insidertrader

Manager - Equity Analytics

Posts : 196
Equity Stars : 4976
Reputation : 36
Join date : 2011-06-04

1. Current shares are very overvalued (even now, see 2.)
2. Companies don't have consistent profit growth when you remove one-time gains and asset revaluations.
3. New shares coming into market in the next few weeks and months
4. No new money

kam2011

kam2011

Senior Manager - Equity Analytics

Posts : 554
Equity Stars : 5434
Reputation : 52
Join date : 2011-03-24

Dear insidertrader,I cant agree with all 4 points you mentioned in your post friend. All those foctors are applied to a Down ward economy.Srilanka is not so . SL is now one of the countries that has recorded a higher GDP growth rate in the world.. Our economy is expanding annualy by over 8%. Export income is increasing rapidly.Domestic market is expanding to former war regions. People's purchasing power is also increasing. Invetment capacities are enhancing. Large number of development project are underway. IMF repeatedly releasing funds. Infrastructure development is taking place. Per capita has surpassed us $ 2500(which was below 1000 just 5 years ago)

With all above positive signs of the Economy no one can predict a blast in the Stock market.

insidertrader

insidertrader

Manager - Equity Analytics

Posts : 196
Equity Stars : 4976
Reputation : 36
Join date : 2011-06-04

kam2011 wrote:Dear insidertrader,I cant agree with all 4 points you mentioned in your post friend. All those foctors are applied to a Down ward economy.Srilanka is not so . SL is now one of the countries that has recorded a higher GDP growth rate in the world.. Our economy is expanding annualy by over 8%. Export income is increasing rapidly.Domestic market is expanding to former war regions. People's purchasing power is also increasing. Invetment capacities are enhancing. Large number of development project are underway. IMF repeatedly releasing funds. Infrastructure development is taking place. Per capita has surpassed us $ 2500(which was below 1000 just 5 years ago)

With all above positive signs of the Economy no one can predict a blast in the Stock market.

If you need an example checkout the size of goods. Now we have tiny sachets of washing powder, shampoo, even milk powder. Companies introduce new and improved product but the size has got small. Now we have budget packs. We have buddy packs. Everything is getting tiny but the prices are going up. We can see the buying power of people. Companies have hard time selling their products. I invested in FMCG and retail sector thinking they will grow after war. Unfortunately those sectors were not doing well.
Secondly foreigners invest directly in the country. They will not buy shares in a hotel share in the share market. They will build a new hotel competing with what is out there. And if they are generous enough they may sell us some shares through an IPO. Smile

kam2011

kam2011

Senior Manager - Equity Analytics

Posts : 554
Equity Stars : 5434
Reputation : 52
Join date : 2011-03-24

DEAR INSIDERTRADER, PRODUCING OF SMALL PACKS IS A MARKETING STRATEGY MY FRIEND, LEVERS INTRODUSED THEIR SMALER SHAMPOO PACK IN 1980 S. WITH THE RECENT DEVELOPMENT OF PACKAGING INDUSTRY NOW THIS HAS BECOME MORE POPULAR AND EVEN SMIs COULD DO THAT. THATS ALL.

StocksWatch

StocksWatch

Assistant Vice President - Equity Analytics

Posts : 720
Equity Stars : 5801
Reputation : 186
Join date : 2011-02-12

kam2011 wrote:Dear insidertrader,I cant agree with all 4 points you mentioned in your post friend. All those foctors are applied to a Down ward economy.Srilanka is not so . SL is now one of the countries that has recorded a higher GDP growth rate in the world.. Our economy is expanding annualy by over 8%. Export income is increasing rapidly.Domestic market is expanding to former war regions. People's purchasing power is also increasing. Invetment capacities are enhancing. Large number of development project are underway. IMF repeatedly releasing funds. Infrastructure development is taking place. Per capita has surpassed us $ 2500(which was below 1000 just 5 years ago)

With all above positive signs of the Economy no one can predict a blast in the Stock market.

When the country's economy recorded a growth of 8% per annum, the stock market recorded more than 100%. I think that should explain everything.

duke

duke

Senior Manager - Equity Analytics

Posts : 552
Equity Stars : 5506
Reputation : 86
Join date : 2011-03-14

StocksWatch wrote:

kam2011 wrote:Dear insidertrader,I cant agree with all 4 points you mentioned in your post friend. All those foctors are applied to a Down ward economy.Srilanka is not so . SL is now one of the countries that has recorded a higher GDP growth rate in the world.. Our economy is expanding annualy by over 8%. Export income is increasing rapidly.Domestic market is expanding to former war regions. People's purchasing power is also increasing. Invetment capacities are enhancing. Large number of development project are underway. IMF repeatedly releasing funds. Infrastructure development is taking place. Per capita has surpassed us $ 2500(which was below 1000 just 5 years ago)

With all above positive signs of the Economy no one can predict a blast in the Stock market.

When the country's economy recorded a growth of 8% per annum, the stock market recorded more than 100%. I think that should explain everything.

Interesting. At 8% growth it takes 9 years to catch up with 100% instant growth.

Stock market: 100 -> 100% in 1 year -> 200
Economy: 100 -> 8% in 9 years -> 200

Note: 8% is the government's expected value.