KEELLS FOOD PRODUCT PLC (KFP.N0000)

KILLER99 · 1 KEELLS FOOD PRODUCT PLC (KFP.N0000) Thu Feb 04, 2021 6:46 am

KILLER99

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This would be the most valuable share after SOY FOOD PLC among the category. KFP has proved their performance and improve market share continuously. This was determined by last Financial statements. EPS has increased and performance amazing. They are continuously capture the market share with product diversification.

This first financial interim dividend is amazing and offering mid of FEB 2021 LKR 7.00 per share. When you look at the report you will realize 25mil share were issued by JKH and more than 95% hold by Top 20 SHs. This would be next EBC or SOY for sure analysis of share issuing compared to earnings. After 02years time it will be 3x if demand continue. Real long term asset for investors. Not for the traders Very Happy

Good Luck

Kipling · 2 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Thu Feb 04, 2021 7:36 am

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Noted your early identification of the leading position EBCR has in this industry. Must do research & act before people start rushing to board the bus. TThanks

glad · 3 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Thu Feb 04, 2021 7:41 am

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I think if tourism starts properly and the hotels occupancy improves that will also help KFP.

stockie · 4 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Thu Feb 04, 2021 10:13 am

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KILLER99 wrote:This would be the most valuable share after SOY FOOD PLC among the category. KFP has proved their performance and improve market share continuously. This was determined by last Financial statements. EPS has increased and performance amazing. They are continuously capture the market share with product diversification.

This first financial interim dividend is amazing and offering mid of FEB 2021 LKR 7.00 per share. When you look at the report you will realize 25mil share were issued by JKH and more than 95% hold by Top 20 SHs. This would be next EBC or SOY for sure analysis of share issuing compared to earnings. After 02years time it will be 3x if demand continue. Real long term asset for investors. Not for the traders

Good Luck

36% and 60% increase in lockdown period and quarter ended Dec respectively

How they did that in lockdown period since most hotels and restaurants were closed?

Retail buyers?

K99 you must be appreciated cheers

KILLER99 · 5 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Thu Feb 04, 2021 2:21 pm

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stockie wrote:

KILLER99 wrote:This would be the most valuable share after SOY FOOD PLC among the category. KFP has proved their performance and improve market share continuously. This was determined by last Financial statements. EPS has increased and performance amazing. They are continuously capture the market share with product diversification.

This first financial interim dividend is amazing and offering mid of FEB 2021 LKR 7.00 per share. When you look at the report you will realize 25mil share were issued by JKH and more than 95% hold by Top 20 SHs. This would be next EBC or SOY for sure analysis of share issuing compared to earnings. After 02years time it will be 3x if demand continue. Real long term asset for investors. Not for the traders

Good Luck

36% and 60% increase in lockdown period and quarter ended Dec respectively

How they did that in lockdown period since most hotels and restaurants were closed?

Retail buyers?

K99 you must be appreciated

The interim reports were clearly mentioned REVENUE from NEW CONTRACTS, This is determine they would signed some contracts with fixed income parties such as TRI FORCES, Other Non-Organizational Sectors, Brand diversification through Local retail shops, and People are used to buy more keells product during pandemic, even me. The reason is their online ordering platform quite easier compared to other competitors. This revenue should be doubled when the tourism sector when will start. Other thing Now they are improve product quality and more cost controlled with distribution and admin expenses. Some times they might get advantage from exporting to Maldives their products, Remember now a days Maldives tourism sector perform well. Stay positive with Keells...

Kipling · 6 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Fri Feb 05, 2021 7:00 am

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I just checked EBCR. KFP looks like a baby. DecQ TO 970Mn & PAT 70Mn. Ebcr SepQ TO 3.9 Bn up 35% Pat 200Mn+ & Up 600%. Wholly owned unlisted subsidiary Darley Butler has the biggest consumer distribution & marketing network among local companies & wide product range. After subdivision is 100-150 reasonable.

KILLER99 · 7 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Fri Feb 05, 2021 8:10 am

KILLER99

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Kipling wrote:K99
I just checked EBCR. KFP looks like a baby. DecQ TO 970Mn & PAT 70Mn. Ebcr SepQ TO 3.9 Bn up 35% Pat 200Mn+ & Up 600%. Wholly owned unlisted subsidiary Darley Butler has the biggest consumer distribution & marketing network among local companies & wide product range. After subdivision is 100-150 reasonable.

Yes Agree, we cannot underestimate KFP, It will performed really well and offer handsome 1st interim dividend as LKR 7.00 per share means huge in the category. I'm sure KFP will reach Rs.300+++ with in a year. Look Ceylon cold Storage their sister. Good to catch and early sit on the Bus..

Next Silent Giant. HINT: Colombo Fort Land & Building PLC (CFLB)

Extraction and depth review coming soon.. Shocked

KILLER99 · 8 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Tue Feb 09, 2021 6:10 am

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The Keells Food Product PLC (KFP.N0000) will be reached LKR 200+ within in next 04 months with amazing performance. According to depth review by me this share will lie between Rs. 202.00 to 215.00 for mid of 2021 months around May 2021 to June 2021. Further this company will capture market with new product diversification and improve quality.

However some will argue this will decrease like previous years after reaching the peak. Agree or not this time scenario would be different and will be a market leader with in next 10 years.

The KFP will slowly capture Maldives hotels and other restaurants within next 05years.

Due expansion of Keells super chain and customer's trend will increase to follow quality product and high-end brands. According o forecast Hotel industry will double the expansion within next 07 years. This will result to capture further share of market.

JKH will be started again performing after 03years time. They will massively target hotel sector after next 05years.

This share has lot of potential to boom and company already expanded with their new factory. This would be the sign of future demand.

According to me the share price will increased to LKR 565+ within next 06years

Note: This is only for investors, Not for Traders...

Good Luck Very Happy

Wickyz · 9 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Tue Feb 09, 2021 11:58 am

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Day dreams

KILLER99 · 10 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Tue Feb 09, 2021 1:10 pm

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Wickyz wrote:Day dreams

KILLER99 · 11 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Thu Mar 11, 2021 6:42 am

GAME ON... afro

Kipling · 12 Re: KEELLS FOOD PRODUCT PLC (KFP.N0000) Thu Mar 11, 2021 9:39 am

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Based on this companies like EBCR CWM & Parent CFLB Should have mega value as they are huge in the Consumer & FMCG space compared to KFP.
Further profit growth of all is amazing. If you check you will be shocked. Very few could match this growth.