BFL vs GRAIN

wiser wrote: You would better to look for low fluctuating stocks such as SLT which has brighter future and low risk.

BenZ wrote:Yeah ... SLT made a big profit only becoz of cutting administrative and other costs and NOT by improving the revenue !!!

SLT cut-off administrative costs and salary increments of their subsidiaries alot and it made a huge de-motivation of staff members of those subsidiaries and worst case will be vital and well experienced staff members will start to leave sooner than later.

Greg Yung CEO of SLT making decisions only looking at cost - reductions... it will be a disaster in long run for sure.

In the other way, this is a tough period for revenue improvements since so many competitiors compete very strongly for their portion and which results in more revenue down since price wars even after the flat rate rule made by TRC...


BFL/TAFL/GRAN are growing nicely and strongly, they r making better result than previous quarter in each time, and if u gonna buy them make sure it is at bottom lvl which fluctuates around -15% to + 15% rapidly in thesedays.

TAFL is fluctuating between 180 to 200
GRAN is fluctuating between 202 to 230
BFL is fluctuating between 395 to 440

Making sure you buy in a bloody red day. then u will be surely win even in short run.

Please make further analysis before buy/sell those shares. Its my view on it. Thats all.

econ wrote:BFL , TAFL,GRAN all are really attractive . demand for food related products increase day by day with the growing tourism

for me current valuation is in this order.

BFL > TAFL > GRAN

BenZ wrote:

econ wrote:BFL , TAFL,GRAN all are really attractive . demand for food related products increase day by day with the growing tourism

for me current valuation is in this order.

BFL > TAFL > GRAN

Yep. Agreed with valuation order. TAFL is slightly above the GRAN at the moment... Also Profit growth of TAFL is exponential and linear for GRAN by looking simply at EPSs

san1985 wrote:Both are good counters with future growth potential..
But at current prices BFL is massively undervalued when comparing with GRAN..

BFL
Annual EPS --> 28.35
Current PE -->400/28.35 = 14.1

GRAN
Annual EPS --> 8.39
Current PE -->200/8.39 = 23.8

TAFL
Annual EPS --> 9.73
Current PE -->180/9.73 = 18.5

BFL price can get adjusted at any time...and a share split is also on the cards due to its low liquidity...
This is not a buy recommendation...carru\y out ur own analysis before any decision...

salt wrote:

san1985 wrote:Both are good counters with future growth potential..
But at current prices BFL is massively undervalued when comparing with GRAN..

BFL
Annual EPS --> 28.35
Current PE -->400/28.35 = 14.1

GRAN
Annual EPS --> 8.39
Current PE -->200/8.39 = 23.8

TAFL
Annual EPS --> 9.73
Current PE -->180/9.73 = 18.5

BFL price can get adjusted at any time...and a share split is also on the cards due to its low liquidity...
This is not a buy recommendation...carru\y out ur own analysis before any decision...

This is history no. History doesn't give us a guide! BFL/GRAN themselvs are good examples

salt wrote:@san1985

You must be talking about BFL's announcement couple of months back. If you read through the annual reports of theose companies you will undertand that its the way of these companies are doing their business. I have pointed out so many times. This is what Marketatch has preached and brainwashed the forum on BFL - I think he even doesn't know.

Its neighther a COMPETITIVE advatage solely available to BFL,no new thing to the industry.

But, I agree with you on the sector which has shown immence potential. My expecation is that other sectors such as feed milliong should be doing better in the coming months, making GRAN outperforing BFL.

$$$ wrote:

salt wrote:@san1985

You must be talking about BFL's announcement couple of months back. If you read through the annual reports of theose companies you will undertand that its the way of these companies are doing their business. I have pointed out so many times. This is what Marketatch has preached and brainwashed the forum on BFL - I think he even doesn't know.

Its neighther a COMPETITIVE advatage solely available to BFL,no new thing to the industry.

But, I agree with you on the sector which has shown immence potential. My expecation is that other sectors such as feed milliong should be doing better in the coming months, making GRAN outperforing BFL.

I agree with Salt & $$$. But..........

How about the no of shares issued these 02 companies BFL - 16Million Vs GRAN - 60Million and their EPS for last quarters. BFL is much ahead than GRAN. Am I correct????


Yeah I think we should expect something special from Gran it's divesified more and we have seen a lot of play by big investors in this stock ....Nimal, Perpetual , EPF these people are privy to lots more information than we are .....big investors will not dump money on failing stocks they buy for a reason ....