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Sri Lanka Equity Forum » Stock Market Talk » Expert Chamber » Good shares ? Time to analyze and post findings. Open invitation to all.

Good shares ? Time to analyze and post findings. Open invitation to all.

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aliasjjj


Senior Equity Analytic
Senior Equity Analytic
Can Any one Provide a list of
Companies Trading Below NAV
Trading Below IPO price.
Companies with Strong growth potential.(May Be Currently Loss Making)

I know this is not a fair Request. I must have do my own analysis rather than asking your hardly analyzed date. anyway I am thinking of collecting RICH,PLC,CABO,EXPO,FLCH,VONE,BIL,CLC

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
I would pick some stocks from different sectors which I think have strong fundamentals with good management and most importantly they can be bought at a price below their NAV at current market price, and dividend yield above 5 % or potential to give Higher dividends in future. Share your opinion,

Energy- LGL-x,HPWR
Finance and Banks- COMB-X, HNB-X ,PLC, LOLC
Diversified- SHL,VONE, FLCH, RHL-x
Textile- TJL
Manufacturing- ACL, TKYO-x, TYRE, CIND
Property- CTLD,CSD.

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@ SLSTOCK, my top ten picks in no particular order of importance are as follows :

1. BUKI (Rs. 750) – owns approx 63 % of GoodHope Asia Holdings and 45 % of Carsons. GoodHope Asia is a world class, fully integrated Palm Oil company in the food sector. Buki is trading at under 10 times earnings and 65 % of adjusted NAV. Its palm oil sector business is overseas and will not be affected by Sri-Lankan macro issues. We can expect 30 % CAGR in profits in the future due to their plantation maturity profile and demand / supply fundamentals of Palm Oil pricing. Please also refer previous posts in regard to Buki and their websites www.goodhopeasia.com and www.premiumveg.com

http://forum.srilankaequity.com/t18950-can-goodhope-asia-holdings-buki-cars-subsidiary-become-a-future-felda?highlight=buki

2. CINV / GUAR - Trading at approx 60 % their NAV with a strong exposure to BUKI (63 % of their portfolio value), JKH, COMM BANK. Rest of portfolio comprises blue chips such as NEST, CARGILLS, EXPO, DURDANS, ASIRI, TOKYO, PLC, AITKEN SPENSE HOTELS, etc.
more info on thread :
http://forum.srilankaequity.com/t17433-exchange-rate-and-palm-oil-prices-impact-cars-buki?highlight=buki

3. CIT/CFI - great exposure to the CFLB Group. Owns approx 25 % of CFLB which in turn owns COLO, EBCREASY, LANKEM , KOTA, ETC. Trading at approx 50 % of their NAV. Pls also refer thread :
http://forum.srilankaequity.com/t19060-this-is-what-i-know-about-cflb-what-do-you-know-share?highlight=cflb

4. NDB – trading at 5-6 times trailing earnings.

5. RENUKA CITY HOTELS (RENU) - Trading at approx Rs 200 / share, RENU has Rs 175 Cash, Rs 175 equity portfolio comprising of 1 : 1 DFCC, COMM Bank,NTB & JKH & a Property / Hotel business which is profitable. NAV between Rs 400-450 and share price around Rs. 200. Value proposition is hard to beat.

6. Richard Peiris (RICH) - A diversified conglomerate penny stock (in your own words ?!) with exposure to plantations (NAMU, KGAL), Property, Retail and Manufacturing. Trading under 5 times trailing earnings. Perhaps out of favour due to excess liquidity created by 15 : 1 split last year. Low P/E stocks could give you a decent dividend yield too. Also NAMU has good exposure to Palm Oil and KGAL leader in Rubber.

7. DOCKYARD (DOCK) – Cash rich company with strong balance sheet. Trading at 7-8 times trailing earnings with ship buidling / repair order book full upto 2014/2015. Strong Japanese management ownership and technical knowhow. Well poised to benefit from Sri-Lanka’s port developments / shipping hub / oil discovery future.

8. LMF – A play on DIST ! However way you look at it, LMF owns 12.85 % or approx 38 mill shares in DIST on its own issued shares of 40 Million. So, almost 1 : 1 value on DIST at 35-40 % discount to DIST price. LMF will act as a in the money call option on DIST which is trading at approx 6-7 times trailing earnings. Now, Melstacorp, a 100 % subsidiary of DIST will have to make a mandatory offer to purchase LMF shares. Thus, LMF, which currently owns 12.85 % of MELSTACORP via DIST will be owned by Melstacorp. This cross holding loop will in effect create infinity value to LMF.and lets not forget about LMF Dairy business and Farms, Largest milk powder packing plant is south east asia etc. If you consider look-through earnings through DIST, LMF EPS is over Rs. 20 so trading under 5 times earnings. If you mark to market DIST Shares, LMF trading at 50 % NAV.

9. DIMO – Engineering giant, with valuable TATA (& Merc) Agency. The BATTA is selling like hotcakes. Trading at 2 times trailing earnings & maybe trading at 5 times forward earnings ?

10. PLC – subsidiary of Peoples Bank. Trading at 3-4 times trailing earnings and good dividend yield. Future business will be impacted due to current macro issues but state patronage in their leasing business will cushion them somewhat. Best of peers in the leasing space consisting of LOLC & CFIN.

Some other shares worth looking into for the future are : CFIN, CEYLON COLD STORES, CIC (NV), HEMAS, EXPO, VONE, RHL, ALLI, CT HOLDINGS, DIALOG and HNB (NV).

In the speculative share category, the following shares have many reasons to appreciate in the future : HUNTERS, GREG, ECL, LVEN, BFL, LIOC, MORI (NV).

Kumar


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@The Alchemist wrote:@ SLSTOCK, my top ten picks in no particular order of importance are as follows :

1. BUKI (Rs. 750) – owns approx 63 % of GoodHope Asia Holdings and 45 % of Carsons. GoodHope Asia is a world class, fully integrated Palm Oil company in the food sector. Buki is trading at under 10 times earnings and 65 % of adjusted NAV. Its palm oil sector business is overseas and will not be affected by Sri-Lankan macro issues. We can expect 30 % CAGR in profits in the future due to their plantation maturity profile and demand / supply fundamentals of Palm Oil pricing. Please also refer previous posts in regard to Buki and their websites www.goodhopeasia.com and www.premiumveg.com

http://forum.srilankaequity.com/t18950-can-goodhope-asia-holdings-buki-cars-subsidiary-become-a-future-felda?highlight=buki

2. CINV / GUAR - Trading at approx 60 % their NAV with a strong exposure to BUKI (63 % of their portfolio value), JKH, COMM BANK. Rest of portfolio comprises blue chips such as NEST, CARGILLS, EXPO, DURDANS, ASIRI, TOKYO, PLC, AITKEN SPENSE HOTELS, etc.
more info on thread :
http://forum.srilankaequity.com/t17433-exchange-rate-and-palm-oil-prices-impact-cars-buki?highlight=buki

3. CIT/CFI - great exposure to the CFLB Group. Owns approx 25 % of CFLB which in turn owns COLO, EBCREASY, LANKEM , KOTA, ETC. Trading at approx 50 % of their NAV. Pls also refer thread :
http://forum.srilankaequity.com/t19060-this-is-what-i-know-about-cflb-what-do-you-know-share?highlight=cflb

4. NDB – trading at 5-6 times trailing earnings.

5. RENUKA CITY HOTELS (RENU) - Trading at approx Rs 200 / share, RENU has Rs 175 Cash, Rs 175 equity portfolio comprising of 1 : 1 DFCC, COMM Bank,NTB & JKH & a Property / Hotel business which is profitable. NAV between Rs 400-450 and share price around Rs. 200. Value proposition is hard to beat.

6. Richard Peiris (RICH) - A diversified conglomerate penny stock (in your own words ?!) with exposure to plantations (NAMU, KGAL), Property, Retail and Manufacturing. Trading under 5 times trailing earnings. Perhaps out of favour due to excess liquidity created by 15 : 1 split last year. Low P/E stocks could give you a decent dividend yield too. Also NAMU has good exposure to Palm Oil and KGAL leader in Rubber.

7. DOCKYARD (DOCK) – Cash rich company with strong balance sheet. Trading at 7-8 times trailing earnings with ship buidling / repair order book full upto 2014/2015. Strong Japanese management ownership and technical knowhow. Well poised to benefit from Sri-Lanka’s port developments / shipping hub / oil discovery future.

8. LMF – A play on DIST ! However way you look at it, LMF owns 12.85 % or approx 38 mill shares in DIST on its own issued shares of 40 Million. So, almost 1 : 1 value on DIST at 35-40 % discount to DIST price. LMF will act as a in the money call option on DIST which is trading at approx 6-7 times trailing earnings. Now, Melstacorp, a 100 % subsidiary of DIST will have to make a mandatory offer to purchase LMF shares. Thus, LMF, which currently owns 12.85 % of MELSTACORP via DIST will be owned by Melstacorp. This cross holding loop will in effect create infinity value to LMF.and lets not forget about LMF Dairy business and Farms, Largest milk powder packing plant is south east asia etc. If you consider look-through earnings through DIST, LMF EPS is over Rs. 20 so trading under 5 times earnings. If you mark to market DIST Shares, LMF trading at 50 % NAV.

9. DIMO – Engineering giant, with valuable TATA (& Merc) Agency. The BATTA is selling like hotcakes. Trading at 2 times trailing earnings & maybe trading at 5 times forward earnings ?

10. PLC – subsidiary of Peoples Bank. Trading at 3-4 times trailing earnings and good dividend yield. Future business will be impacted due to current macro issues but state patronage in their leasing business will cushion them somewhat. Best of peers in the leasing space consisting of LOLC & CFIN.

Some other shares worth looking into for the future are : CFIN, CEYLON COLD STORES, CIC (NV), HEMAS, EXPO, VONE, RHL, ALLI, CT HOLDINGS, DIALOG and HNB (NV).

In the speculative share category, the following shares have many reasons to appreciate in the future : HUNTERS, GREG, ECL, LVEN, BFL, LIOC, MORI (NV).
Reasonable selection.
Thanks mate.

Antonym


Vice President - Equity Analytics
Vice President - Equity Analytics
@The Alchemist: You have identified the best value investments available. If you are not an equity analyst, you should be! Smile

All your picks have the potential to double (at least) in the next two years... Just out of curiosity, which of these would you rate as your favorite?



Last edited by Antonym on Tue Jul 10, 2012 12:09 am; edited 1 time in total

stumpy

stumpy
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Alchemist

Great Stuff dude!
I'm seeing this type of post after few years Very Happy

soileconomy

soileconomy
Vice President - Equity Analytics
Vice President - Equity Analytics
@slstock wrote:Great start to the discussion. This is the kind of a start we for a good analysis. This conglomerate
which is hidden under the "beverage" sector also is due to get some compensation from the government isn;t it? Trading at PE of about 6 and around NAV. Foreigner are already onto collecting it.




[/quote]
DIST got Rs 5.6 Bn from government from the suprime court judgement of SLIC.Thought the actual amount is more than that, they got only a lesser amount.Other part I believe was forced to offer to a very powerful politician.
But according to the court decision the retained profit could be accounted by DIST to its P&L .But will it be a mere book entry?
I observe that they are increasing the dividend pay out steadily.This time Rs 3 few years back it was 50 Cents.

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Fantastic reasoning and value picking like Antonym mentioned. You seem to have an eye for the good ones and seem to be the patient investor. I like that.

BUKI/CARS is a special stock with some hidden assets as you mentioned. It the rich mans share. It was very much overvalued when it ran to Rs 1600 on speculation but it corrected quite a bit in the down trend. ( now Rs 750). Overall market is getting to attractiv levels. One of these day ( many days maybe month) boom..



@The Alchemist wrote:@ SLSTOCK, my top ten picks in no particular order of importance are as follows :

1. BUKI (Rs. 750) – owns approx 63 % of GoodHope Asia Holdings and 45 % of Carsons. GoodHope Asia is a world class, fully integrated Palm Oil company in the food sector. Buki is trading at under 10 times earnings and 65 % of adjusted NAV. Its palm oil sector business is overseas and will not be affected by Sri-Lankan macro issues. We can expect 30 % CAGR in profits in the future due to their plantation maturity profile and demand / supply fundamentals of Palm Oil pricing. Please also refer previous posts in regard to Buki and their websites www.goodhopeasia.com and www.premiumveg.com

http://forum.srilankaequity.com/t18950-can-goodhope-asia-holdings-buki-cars-subsidiary-become-a-future-felda?highlight=buki

2. CINV / GUAR - Trading at approx 60 % their NAV with a strong exposure to BUKI (63 % of their portfolio value), JKH, COMM BANK. Rest of portfolio comprises blue chips such as NEST, CARGILLS, EXPO, DURDANS, ASIRI, TOKYO, PLC, AITKEN SPENSE HOTELS, etc.
more info on thread :
http://forum.srilankaequity.com/t17433-exchange-rate-and-palm-oil-prices-impact-cars-buki?highlight=buki

3. CIT/CFI - great exposure to the CFLB Group. Owns approx 25 % of CFLB which in turn owns COLO, EBCREASY, LANKEM , KOTA, ETC. Trading at approx 50 % of their NAV. Pls also refer thread :
http://forum.srilankaequity.com/t19060-this-is-what-i-know-about-cflb-what-do-you-know-share?highlight=cflb

4. NDB – trading at 5-6 times trailing earnings.

5. RENUKA CITY HOTELS (RENU) - Trading at approx Rs 200 / share, RENU has Rs 175 Cash, Rs 175 equity portfolio comprising of 1 : 1 DFCC, COMM Bank,NTB & JKH & a Property / Hotel business which is profitable. NAV between Rs 400-450 and share price around Rs. 200. Value proposition is hard to beat.

6. Richard Peiris (RICH) - A diversified conglomerate penny stock (in your own words ?!) with exposure to plantations (NAMU, KGAL), Property, Retail and Manufacturing. Trading under 5 times trailing earnings. Perhaps out of favour due to excess liquidity created by 15 : 1 split last year. Low P/E stocks could give you a decent dividend yield too. Also NAMU has good exposure to Palm Oil and KGAL leader in Rubber.

7. DOCKYARD (DOCK) – Cash rich company with strong balance sheet. Trading at 7-8 times trailing earnings with ship buidling / repair order book full upto 2014/2015. Strong Japanese management ownership and technical knowhow. Well poised to benefit from Sri-Lanka’s port developments / shipping hub / oil discovery future.

8. LMF – A play on DIST ! However way you look at it, LMF owns 12.85 % or approx 38 mill shares in DIST on its own issued shares of 40 Million. So, almost 1 : 1 value on DIST at 35-40 % discount to DIST price. LMF will act as a in the money call option on DIST which is trading at approx 6-7 times trailing earnings. Now, Melstacorp, a 100 % subsidiary of DIST will have to make a mandatory offer to purchase LMF shares. Thus, LMF, which currently owns 12.85 % of MELSTACORP via DIST will be owned by Melstacorp. This cross holding loop will in effect create infinity value to LMF.and lets not forget about LMF Dairy business and Farms, Largest milk powder packing plant is south east asia etc. If you consider look-through earnings through DIST, LMF EPS is over Rs. 20 so trading under 5 times earnings. If you mark to market DIST Shares, LMF trading at 50 % NAV.

9. DIMO – Engineering giant, with valuable TATA (& Merc) Agency. The BATTA is selling like hotcakes. Trading at 2 times trailing earnings & maybe trading at 5 times forward earnings ?

10. PLC – subsidiary of Peoples Bank. Trading at 3-4 times trailing earnings and good dividend yield. Future business will be impacted due to current macro issues but state patronage in their leasing business will cushion them somewhat. Best of peers in the leasing space consisting of LOLC & CFIN.

Some other shares worth looking into for the future are : CFIN, CEYLON COLD STORES, CIC (NV), HEMAS, EXPO, VONE, RHL, ALLI, CT HOLDINGS, DIALOG and HNB (NV).

In the speculative share category, the following shares have many reasons to appreciate in the future : HUNTERS, GREG, ECL, LVEN, BFL, LIOC, MORI (NV).

K&M


Senior Equity Analytic
Senior Equity Analytic
I would definitely collect AEL at this current level looking at their cash flows ND Balance sheet these price levels seems good and in addition to that infrastructure is a main area focused by the government with many more projects to come in the future AEL will definitely have the opportunity to grow at a rapid pace and might become one of the blue chips in the CSE.

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

BTW,
LIOC has been a silent giant for many years now with fundamentals also. Must be one of the most frustrating shares in the market for the holder due to govn influence in its business.
CTholding is a conglomerate for the future. It is a growth share. Right not fundamental wise it is not one of the best. But it certainly has big growth potential with time.


@slstock wrote:Fantastic reasoning and value picking like Antonym mentioned. You seem to have an eye for the good ones and seem to be the patient investor. I like that.

BUKI/CARS is a special stock with some hidden assets as you mentioned. It the rich mans share. It was very much overvalued when it ran to Rs 1600 on speculation but it corrected quite a bit in the down trend. ( now Rs 750). Overall market is getting to attractiv levels. One of these day ( many days maybe month) boom..



@The Alchemist wrote:@ SLSTOCK, my top ten picks in no particular order of importance are as follows :

1. BUKI (Rs. 750) – owns approx 63 % of GoodHope Asia Holdings and 45 % of Carsons. GoodHope Asia is a world class, fully integrated Palm Oil company in the food sector. Buki is trading at under 10 times earnings and 65 % of adjusted NAV. Its palm oil sector business is overseas and will not be affected by Sri-Lankan macro issues. We can expect 30 % CAGR in profits in the future due to their plantation maturity profile and demand / supply fundamentals of Palm Oil pricing. Please also refer previous posts in regard to Buki and their websites www.goodhopeasia.com and www.premiumveg.com

http://forum.srilankaequity.com/t18950-can-goodhope-asia-holdings-buki-cars-subsidiary-become-a-future-felda?highlight=buki

2. CINV / GUAR - Trading at approx 60 % their NAV with a strong exposure to BUKI (63 % of their portfolio value), JKH, COMM BANK. Rest of portfolio comprises blue chips such as NEST, CARGILLS, EXPO, DURDANS, ASIRI, TOKYO, PLC, AITKEN SPENSE HOTELS, etc.
more info on thread :
http://forum.srilankaequity.com/t17433-exchange-rate-and-palm-oil-prices-impact-cars-buki?highlight=buki

3. CIT/CFI - great exposure to the CFLB Group. Owns approx 25 % of CFLB which in turn owns COLO, EBCREASY, LANKEM , KOTA, ETC. Trading at approx 50 % of their NAV. Pls also refer thread :
http://forum.srilankaequity.com/t19060-this-is-what-i-know-about-cflb-what-do-you-know-share?highlight=cflb

4. NDB – trading at 5-6 times trailing earnings.

5. RENUKA CITY HOTELS (RENU) - Trading at approx Rs 200 / share, RENU has Rs 175 Cash, Rs 175 equity portfolio comprising of 1 : 1 DFCC, COMM Bank,NTB & JKH & a Property / Hotel business which is profitable. NAV between Rs 400-450 and share price around Rs. 200. Value proposition is hard to beat.

6. Richard Peiris (RICH) - A diversified conglomerate penny stock (in your own words ?!) with exposure to plantations (NAMU, KGAL), Property, Retail and Manufacturing. Trading under 5 times trailing earnings. Perhaps out of favour due to excess liquidity created by 15 : 1 split last year. Low P/E stocks could give you a decent dividend yield too. Also NAMU has good exposure to Palm Oil and KGAL leader in Rubber.

7. DOCKYARD (DOCK) – Cash rich company with strong balance sheet. Trading at 7-8 times trailing earnings with ship buidling / repair order book full upto 2014/2015. Strong Japanese management ownership and technical knowhow. Well poised to benefit from Sri-Lanka’s port developments / shipping hub / oil discovery future.

8. LMF – A play on DIST ! However way you look at it, LMF owns 12.85 % or approx 38 mill shares in DIST on its own issued shares of 40 Million. So, almost 1 : 1 value on DIST at 35-40 % discount to DIST price. LMF will act as a in the money call option on DIST which is trading at approx 6-7 times trailing earnings. Now, Melstacorp, a 100 % subsidiary of DIST will have to make a mandatory offer to purchase LMF shares. Thus, LMF, which currently owns 12.85 % of MELSTACORP via DIST will be owned by Melstacorp. This cross holding loop will in effect create infinity value to LMF.and lets not forget about LMF Dairy business and Farms, Largest milk powder packing plant is south east asia etc. If you consider look-through earnings through DIST, LMF EPS is over Rs. 20 so trading under 5 times earnings. If you mark to market DIST Shares, LMF trading at 50 % NAV.

9. DIMO – Engineering giant, with valuable TATA (& Merc) Agency. The BATTA is selling like hotcakes. Trading at 2 times trailing earnings & maybe trading at 5 times forward earnings ?

10. PLC – subsidiary of Peoples Bank. Trading at 3-4 times trailing earnings and good dividend yield. Future business will be impacted due to current macro issues but state patronage in their leasing business will cushion them somewhat. Best of peers in the leasing space consisting of LOLC & CFIN.

Some other shares worth looking into for the future are : CFIN, CEYLON COLD STORES, CIC (NV), HEMAS, EXPO, VONE, RHL, ALLI, CT HOLDINGS, DIALOG and HNB (NV).

In the speculative share category, the following shares have many reasons to appreciate in the future : HUNTERS, GREG, ECL, LVEN, BFL, LIOC, MORI (NV).

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Actually i was referring to the SUGA saga compensation soileconomy.


@soileconomy wrote:
@slstock wrote:Great start to the discussion. This is the kind of a start we for a good analysis. This conglomerate
which is hidden under the "beverage" sector also is due to get some compensation from the government isn;t it? Trading at PE of about 6 and around NAV. Foreigner are already onto collecting it.




DIST got Rs 5.6 Bn from government from the suprime court judgement of SLIC.Thought the actual amount is more than that, they got only a lesser amount.Other part I believe was forced to offer to a very powerful politician.
But according to the court decision the retained profit could be accounted by DIST to its P&L .But will it be a mere book entry?
I observe that they are increasing the dividend pay out steadily.This time Rs 3 few years back it was 50 Cents.



Last edited by slstock on Tue Jul 10, 2012 2:09 am; edited 1 time in total

UKboy

UKboy
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@slstock wrote:
BTW,
LIOC has been a silent giant for many years now with fundamentals also. Must be one of the most frustrating shares in the market for the holder due to govn influence in its business.

Yes I agree with you.
Few of my friends invested in CSE for 1st time with LIOC IPO.
IPO price was Rs 27 and within few months share price shot up to mid 50s.. There was a huge interest from government and private sector companies. Then slowly and steadily, price has been coming down and as you said its probably one of the worst hit share in the market. Even in 2009/2010 LIOC was going south.

To be honest I'm scared look into LIOC as an investment but time to time there are some trading potentials with this counter.

hunter

hunter
Moderator
Moderator
Agree with UKBoy on LIOC.

Anyway, now LIOC has become one of my friendly shares.
It has displayed a very predictable swing pattern in the past.

pathfinder

pathfinder
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Slstock-Thank you very much for opening a thread like this,as you can see many are waiting for a such a discussion rather than news items.
@Alchemist-Good collection with a very good analysis.

These are my picks,
RENU,DIST,CINV,PLC,RICH,CFLB,UML

CFLB-A diversified group,trading below it's NAV and PE around 5 once the plantations starts doing well it will shoot up.

UML-At current price PBV below 1 PE around 2,the issue is the tax,I think even with tax it could easily pass 100,nearly 40% gain.

HVA,LITE,PARQ,ACME,LDEV Good for time to time ride.

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
VONE, GLAS, SAMP, BFL at current level

Hawk Eye

Hawk Eye
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
CWM & BFL at the moment.

ccsentha


Vice President - Equity Analytics
Vice President - Equity Analytics
@Hawk Eye wrote:CWM & BFL at the moment.


aren't there any other value stocks other than them??????

Redbulls

Redbulls
Director - Equity Analytics
Director - Equity Analytics
JKL is also one of the counter to keep on eye.

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
@Redbulls wrote:JKL is also one of the counter to keep on eye.

Very bad volumes.. climbed from 55.10 to 59 in 5 days Wink Yesterday vol was 1900 as opposed to 100s that normally trade..
Didnt analyse this fundamentally or technically.. Lets see Wink

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

xmart

xmart
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
very good discussion slstock..

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
@xmart wrote:very good discussion slstock..

Welcome back xmart :-)

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

You can also check the small analysis I did on ACL, KCAB, APLA



http://research.srilankaequity.com/t457-acl-kcab-apla

kumarweerarathne

kumarweerarathne
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
YES true .... that all three are well below its NAV and PER also fair so can have a run ...
but unfortunately energy costs will effect manufacture sector very badly in coming season.

shankarramalingam


Stock Trader
Can someone tell me about haycarb- HAYC please.Buy,hold or sell?

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