EXPOLANKA HOLDINGS PLC (EXPO.N0000)

EPS wrote:INTERIM DIVIDEND OF Rs. 1.17 PER SHARE FOR THE YEAR ENDING 31st MARCH 2022


No of Shares = 1,954.915,000


So, the Dividend Cash Payment = 2,276,720,550 (2.2 Billion)
What a amazing cash rich Company.



Already, first Interim dividend paid as 0.50 cents in November (1 Billion).
So, Year total Dividend 3.2 Billion. 

EPS wrote:INTERIM DIVIDEND OF Rs. 1.17 PER SHARE FOR THE YEAR ENDING 31st MARCH 2022


No of Shares = 1,954.915,000


So, the Dividend Cash Payment = 2,276,720,550 (2.2 Billion)
What a amazing cash rich Company.



Already, first Interim dividend paid as 0.50 cents in November (1 Billion).
So, Year total Dividend 3.2 Billion. 

EPS wrote:INTERIM DIVIDEND OF Rs. 1.17 PER SHARE FOR THE YEAR ENDING 31st MARCH 2022


No of Shares = 1,954.915,000


So, the Dividend Cash Payment = 2,276,720,550 (2.2 Billion)
What a amazing cash rich Company.



Already, first Interim dividend paid as 0.50 cents in November (1 Billion).
So, Year total Dividend 3.2 Billion. 

Dollar (USD) rich Global company.. 

LEO55 wrote:

EPS wrote:INTERIM DIVIDEND OF Rs. 1.17 PER SHARE FOR THE YEAR ENDING 31st MARCH 2022


No of Shares = 1,954.915,000


So, the Dividend Cash Payment = 2,276,720,550 (2.2 Billion)
What a amazing cash rich Company.



Already, first Interim dividend paid as 0.50 cents in November (1 Billion).
So, Year total Dividend 3.2 Billion. 

 Last year 0.50 was given for the financial year 2021, ryt?

This announcement says this 1.17 is given for the Financial year ending on March 2022

ONTHEMONEY wrote:

Value Pick wrote:

Gowri123 wrote:

ONTHEMONEY wrote:Hi all,

Fingers crossed. Better things to be expected hopefully.  

Good Luck 

Can we expect final Dividends from Expo?

If anybody wants a good dividend then buy VPEL.

EXPO is a growing company. Expecting dividends from them is not fair & don't buy EXPO expecting dividends.

EXPO should not run on dividend base. If it is possible they will give. Expect capital gains from EXPO

Hi all, 


Yes.! The parent company SG Holdings are REINVESTING PROFITS. Considering the current expansions in terms of geographical branch expansions and strategic partnership the dividends may be a surprise for you.

If you’re in top 20, can see you in the AGM 

All in all EXPO is the 21st CENTURY BLUE CHIP for me in SL

Good Luck 

ONTHEMONEY wrote:

ONTHEMONEY wrote:

Value Pick wrote:

Gowri123 wrote:

ONTHEMONEY wrote:Hi all,

Fingers crossed. Better things to be expected hopefully.  

Good Luck 

Can we expect final Dividends from Expo?

If anybody wants a good dividend then buy VPEL.

EXPO is a growing company. Expecting dividends from them is not fair & don't buy EXPO expecting dividends.

EXPO should not run on dividend base. If it is possible they will give. Expect capital gains from EXPO

Hi all, 


Yes.! The parent company SG Holdings are REINVESTING PROFITS. Considering the current expansions in terms of geographical branch expansions and strategic partnership the dividends may be a surprise for you.

If you’re in top 20, can see you in the AGM 

All in all EXPO is the 21st CENTURY BLUE CHIP for me in SL

Good Luck 

Hi all, 


I REPEAT - EXPO is the 21st CENTURY BLUE CHIP for me in SL. 

The local investor’s are unaware of EXPO’s future. They are impatient since they keep on selling this golden share in the 50~51 range and now even with an INTERIM DIVIDEND of Rs 1.17 we can see how wise the investors are.

Many felt that EXPO is COVID STOCK. 

EXPO is NO MORE A COVID STOCK. 

1. EXPO,In the past years have DIVERSIFIED their business from mainly transporting apparel to other products such as smartphones, laptop, electric items etc. 

2. The business model in nutshell is, top brands market, factories produce and EFL ship it. 

3. EXPOs main customers are Gap, Lululemon, American Eagle, PVH. On tech side, EXPO have Fitbit, HP and few others. The latest addition is BLACK & DECOR. 

4. Now EXPO is pushing for American car companies and their components manufacturers since EXPO has an established presence in the US. Only way to make money in automobile logistics is through components. Not through the end product.

Sagawa Holdings future plan for EXPO is excellent which will MASSIVELY benefit EFL to EXPAND GLOBALLY in a much larger scale.

Hence, I am not worried about SHORT TERM HEAD WINDS and PANIC VOLATILITIES. EXPO is a GIANT GLOBAL COMPANY LISTED in CSE though it has the POTENTIAL to be listed in NYSE considering the GLOBAL PRESENSE.

Good Luck

ONTHEMONEY wrote:

ONTHEMONEY wrote:

Value Pick wrote:

Gowri123 wrote:

ONTHEMONEY wrote:Hi all,

Fingers crossed. Better things to be expected hopefully.  

Good Luck 

Can we expect final Dividends from Expo?

If anybody wants a good dividend then buy VPEL.

EXPO is a growing company. Expecting dividends from them is not fair & don't buy EXPO expecting dividends.

EXPO should not run on dividend base. If it is possible they will give. Expect capital gains from EXPO

Hi all, 


Yes.! The parent company SG Holdings are REINVESTING PROFITS. Considering the current expansions in terms of geographical branch expansions and strategic partnership the dividends may be a surprise for you.

If you’re in top 20, can see you in the AGM 

All in all EXPO is the 21st CENTURY BLUE CHIP for me in SL

Good Luck 

Hi all, 


I REPEAT - EXPO is the 21st CENTURY BLUE CHIP for me in SL. 

The local investor’s are unaware of EXPO’s future. They are impatient since they keep on selling this golden share in the 50~51 range and now even with an INTERIM DIVIDEND of Rs 1.17 we can see how wise the investors are.

Many felt that EXPO is COVID STOCK. 

EXPO is NO MORE A COVID STOCK. 

1. EXPO,In the past years have DIVERSIFIED their business from mainly transporting apparel to other products such as smartphones, laptop, electric items etc. 

2. The business model in nutshell is, top brands market, factories produce and EFL ship it. 

3. EXPOs main customers are Gap, Lululemon, American Eagle, PVH. On tech side, EXPO have Fitbit, HP and few others. The latest addition is BLACK & DECOR. 

4. Now EXPO is pushing for American car companies and their components manufacturers since EXPO has an established presence in the US. Only way to make money in automobile logistics is through components. Not through the end product.

Sagawa Holdings future plan for EXPO is excellent which will MASSIVELY benefit EFL to EXPAND GLOBALLY in a much larger scale.

Hence, I am not worried about SHORT TERM HEAD WINDS and PANIC VOLATILITIES. EXPO is a GIANT GLOBAL COMPANY LISTED in CSE though it has the POTENTIAL to be listed in NYSE considering the GLOBAL PRESENSE.

Good Luck

Beta1 wrote:*What you need to understand about EXPO.N dividend scheme going forward?*

*EXPO* was giving an annual dividend of Rs 0.12 - Rs. 0.15 per share since 2012 to 2019. In 2020, they declared a Rs. 0.50 dividend per share. 

Since its acquisition by SG Holdings of Japan who also owns Hitachi Freight Transportation during the COVID-19 pandemic has immensely gained due to EXPOLANKA’s own offices in Asia, Europe and USA and Latin America.

Now Expolanka has started giving interim dividends due to its high net profit every quarter and has declared its 1st interim dividend for the current year on 21st June 2021 of Rs. 1.17 per share ahead of its current quarter results.

Remember there are 3 more quarters to go and generally we *can expect at least 3-4 interim dividends* from multinational companies like EXPOLANKA. 

*So now you make your decision on what you want to do with your EXPO share that should touch Rs. 72 in this year.*

Captain wrote:20% Div. Return guaranteed for onthemoney future

Should not sell on the money

1. EXPO is FOCUSSED on EXPORT ORIENTED BUSINESS which may not HAMPER with any new Government policy as the country now desperately needs EXPORT EARNINGS  
   
2. REVENUE IN USD and OUR INVESTMENT in LKR is HEDGED against any USD/LKR depreciation 
   
3. 75% owned by SG Holdings where NO LARGE foreign sell orders like BANKS
   
4. 234% growth in EXPOs dividends cf. latest payout of Rs 0.50 cents.
   
5. EXPO will surely DELIVER SUPER NORMAL RETURNS than any other company in the market recording HISTORICAL HIGHEST EARNINGS AND GROWTH % by Mid AUGUST [1Q2021/22] and QUARTERS to come.
   
6. EXPO is a GLOBAL PLAYER now marketing its services in 29 countries where the AVENUES TO GROW is ENDLESS not like catering to LOCAL MARKET ONLY.
   
7. EXPO DIVERSIFIED service offices not only in Sri Lanka which minimize any adverse impact due to any third wave in Sri Lanka. Hence, supply chain disruption risk is minimal.
   

Look at here parent company (SGH) technical summary. with in a month, share price went up by 20% and even today it has went up 4.3%

Hawk Eye wrote:Any guys who is here in the Shipping field who can contribute here to give an insight. 

As per my knowledge in the Export field , specifically in USA trade routes rates have almost gone up by 150% compared to the rates exactly one and half years ago. Every month there was a GRI ( General Rate increase ) announced by shipping line.

Two things happened after the Pandemic positively. Due to the extensive relief packages by almost in every country coupled with lower interest rates business got boosted. This increased the Exports from Sri Lanka as well. Secondly the rate increase to sky levels

When I spoke to some Freight Forwarding Companies in Sri Lanka, what I got to know from them is their revenue increased tremendously but margins started plunging. Competition was fierce with space issues in shipping lines

Just note. Sep Qtr 20. Expo reported a Revenue 49Bn, GP margin 21% with PBT of 5.4Bn.

"...EFL continued servicing surging demand for emergency supplies such as Personal Protective Equipment (PPE) particularly in the first half of the quarter under review. With economies opening up, we witnessed the gradual return of regular business ...>> Quarterly Report Sep 20

Then the December Qtr, Revenue jumped to 57Bn, GP margin dropped to 17% and PBT 4.6Bn


Then comes the noteable Qtr , Mar 21. Revenue 75.5Bn , GP margin further drops to 16%, and PBT Rs.4.2Bn, and the cover note says

Your company continued its unrelenting focus on sales which enabled the company to see volumes from existing customers and new customers whilst Yields continued to remain stable in the face of elevated freight rates
Quarterly Report March 21

We know last year all businesses reported better ever revenue and Profits so obviously EXPO as well. 

Also to take note of its Leisure division losses in this. As a listed entity EXPO has the advantage of grabbing businesses as most of the individually owned freight forwarding companies in a turmoil with this exchange rates, dollar shortages and declining margin.

If EXPO sustains March Qtr Revenue and profit   for Jun 21, then nothing can stop EXPO when things start improving.

Chathur wrote:All the factors are very positive for EXPO..   $$$
Waiting for the best quarter report ever..       


Do your own analysis and invest
Good Luck

ONTHEMONEY wrote:Hi all,

Globally almost all Logistics companies trade way more than a PE 15x. EXPO trades around 1/3 of that(refer DHL, Expeditors, SG Holdings above). Issue is EXPO being listed in SL to be honest. If this was in India it would have a market cap of Rs. 300bn by now! 

Good Luck

Hawk Eye wrote:I may be wrong.lets discuss and share here to get the right information 

Its not the Q2Q looked at. The Companies that gaining massively is shipping container lines like MSC, HAPPAGLLOYD, CMACGM. 

Freight forwarding and other logistic services are loosing margins due to competition. MSC gives the best direct rates to USA lanes. and the Freight forwarding companies competes for space and rates including EXPO. MSC would give the space for those who offers high rate. Now the freight forwarders has to sell this rate to Exporters, who will not take high rates.

So to keep the volume they have to cut the margins to gain some advantage from liners. This started from July 2020. Every month there was a GRI and expected to come down from March 2021. But its not happening. During May 20201 liners increased the cost further

But from mid-May, several container shipping lines announced increases in transportation fees from 400 USD to more than 1,000 USD per container......In April, the popular freight rates to the west coast of the US was around 5,000 USD per 40-foot container. However, the quotation is now more than 10,000 USD.  https://www.hellenicshippingnews.com/shipping-lines-continue-to-increase-fees-firms-face-more-difficulties/

Now . this is also due to a reason that lines are not willing to come to Sri Lanka. but giving their space to destinations giving high rates like India. Secondly this demand is created artificially by liners 

There is a whole dirty story going behind the scene with this International Lineres to reap and kill the maximum out of countries like us

Please check where EXPO fits in this business. What if Export drops , will they have enough shipments to report revenue. What gives the confidence in EXPO is its a share for our future investment not a sort term trade. With these turbulent environment they are going very strongl. This is what Investors looking at in EXPO at the moment, and EXPO has it