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Tea is it the next Hidden Gem?

+12
The Alchemist
klpfernando
Chinwi
Kinm hunter
DKS
Arena
Slstock
smallville
nimantha80
Rapaport
raptor
Nigel.Machado
16 posters

Go to page : Previous  1, 2

Go down  Message [Page 2 of 2]

26Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Sat Feb 09, 2013 10:42 am

Chinwi


Associate Director - Equity Analytics
Associate Director - Equity Analytics

Arena wrote:Wow just now saw Mask and Madu..................He has done it remarkably. Sri lanka need these kind of value investors. All the best again............Looks MASK is the best counter to enter if wants.

1) Plantations always provided a good platform to performers like this.
The people like MW have the ability to understand the industries better than graphs.

2) Most of the people take Drought , loss of capital, occasional fraud etc. as negative signals. We always see prices going downwards in such cases.
For few others they are the signals to get set for future "Ashcharryaya"

3) IMO, reshaped Dollar - Rupee rate also gave a push for export oriented industries. Especially those do not rely heavily on imported crud oil.

4) When you have enough money to live you do not have to waste your time for trading everyday. Just plant a tree in the trading floor and wait calmly. It grows itself.

“Symbol - Big game.
Never rush into the hunt. Know your prey and choose it carefully. Do not waste time with small game – the rabbits that back into snares, the mink that walk into a cented trap.
Challenge is pleasure.”
- Robert Greene - Art of Seduction. ( P64 Concise)

27Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Sat Feb 09, 2013 11:29 am

Slstock


Director - Equity Analytics
Director - Equity Analytics

If this is for medium to short term then it is okay.

Look at MASK losses when the last wage revision happened ( but to be fair Tea prices were low also then) . If I recall in 1 quarter itself their - adjustment cost was well over what MASK earned after 9 month this year .

We are hoping the wage revision is not that great this time, but if it is ?

Anyway given the the current prices with valuations MASK is attractive ( but so many plantation shares are).

Like in Banking, we are hoping there will be a run on plantation before any wage issue.





Arena wrote:Wow just now saw Mask and Madu..................He has done it remarkably. Sri lanka need these kind of value investors. All the best again............Looks MASK is the best counter to enter if wants.

28Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Sat Feb 09, 2013 9:34 pm

DKS


Stock Analytic
Stock Analytic

DKS wrote:Though earning of plantations companies are strong due to better tea prices market is not strong enough to push their share prices to the next level. But we can see strong base formation for some plantations companies (WATA,BOPL,KGAL...etc.).

Time will show us the drama. Let's wait and see......

TC

Will tea prices be going up further???

http://www.dailynews.lk/2013/02/09/bus09.asp

29Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Sat Feb 09, 2013 10:48 pm

Chinwi


Associate Director - Equity Analytics
Associate Director - Equity Analytics

Tea is it the next Hidden Gem? - Page 2 Usd2y10

30Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Sun Feb 10, 2013 7:52 pm

klpfernando


Manager - Equity Analytics
Manager - Equity Analytics

I saw Thailand started to promote thai rice as unique product in the world market but much talked about pure Ceylon tea promotion still not a reality.

Tea is a gem in world market(not hidden).India spend million on tea research,Starbucks moving into tea.We are loud of CEYLON TEA but we have done very little or nothing to ceylon tea since colonial times.most of 01.the plantation workers live in 100+old colonial time limes.
02.plantation road network 100+years old
03.factories 100+years old
04.tea bushes 100+year old
05. whole process oh black tea making is 100+years old
soYES it is gem but time is right to cut and polish it again if not???????

31Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:56 am

Nigel.Machado


Manager - Equity Analytics
Manager - Equity Analytics

Metropolitan Resource Holdings

9 months earnings RS 11.52

3 months earnings RS 6.19


Market Price 23.40

http://www.cse.lk/cmt/upload_report_file/724_1360580346484.pdf

Twisted Evil Twisted Evil Twisted Evil Twisted Evil Twisted Evil

32Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:18 pm

Nigel.Machado


Manager - Equity Analytics
Manager - Equity Analytics

Talawakele Plantation may release results with Dividends Exclamation

33Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:26 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

Not only TPL watch another special plantation company that group ;-)


Nigel.Machado wrote:Talawakele Plantation may release results with Dividends Exclamation

34Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:28 pm

Nigel.Machado


Manager - Equity Analytics
Manager - Equity Analytics

slstock wrote:Not only TPL watch another special plantation company that group ;-)


Nigel.Machado wrote:Talawakele Plantation may release results with Dividends Exclamation

Which one?

35Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:30 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Nigel.Machado wrote:
slstock wrote:Not only TPL watch another special plantation company that group ;-)


Nigel.Machado wrote:Talawakele Plantation may release results with Dividends Exclamation

Which one?

What we need is a Plantation Index Fund !

36Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:38 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.


The Alchemist wrote:
Nigel.Machado wrote:
slstock wrote:Not only TPL watch another special plantation company that group ;-)


Nigel.Machado wrote:Talawakele Plantation may release results with Dividends Exclamation

Which one?

What we need is a Plantation Index Fund !

37Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:50 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.


The Alchemist wrote:
Nigel.Machado wrote:
slstock wrote:Not only TPL watch another special plantation company that group ;-)


Nigel.Machado wrote:Talawakele Plantation may release results with Dividends Exclamation

Which one?

What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?

38Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 12:57 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics


There is also a temple in this basin.


The Alchemist wrote:
slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.



What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?

39Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 1:45 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics

OK.. if Tea is a gem then BOPL, MADU are the growth stocks being exposed to a good tea %.
Out of animal instincts, I specifically eye on BOPL Wink

40Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 2:55 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics

On another thread we discussed, MPRH too.. Then it was quite apparent that MPRH was in a better position than BOPL due to less no of shares.

See our famous MW, Mr M.N Singa Laxana's holdings;

RWSL - 2,341,500 (0.83%)

MADU - 85,500 - (0.29%)

MASK - 275,100 (0.51%)

BOPL - 703,500 (0.84%)

MPRH - 60,900 (0.35%)

41Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 2:58 pm

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

If any one wants index fund, there is a similar thing already in the market, that is RICH , which owns KGAL,NAMU,MASK three leading plantation companies.and also FLCH.

42Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 9:32 pm

Monster

Monster
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

As of latest financial result of DIPD, industry segment result for plantation sector is Rs 700 million (nine months), which is 100% growth compare to last year.

DPL Plantations (Pvt) Ltd is fully owned Subsidiary of Dipped Products PLC. DPL Plantations is controlling share holder of KVAL (around 71%). Therefor, what kind of quarter result we can expect from KVAL?

The Alchemist wrote:
Nigel.Machado wrote:
slstock wrote:Not only TPL watch another special plantation company that group ;-)


Nigel.Machado wrote:Talawakele Plantation may release results with Dividends Exclamation

Which one?

What we need is a Plantation Index Fund !

43Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 10:12 pm

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

By the way, we miss the plantation legend Rajitha in this thread Razz

44Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Thu Feb 21, 2013 5:06 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

Does anyone still have any confusion?


slstock wrote:
There is also a temple in this basin.


The Alchemist wrote:
slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.



What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?

45Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Thu Feb 21, 2013 5:25 pm

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics

@The Alchemist: Besides your insightful comments, I like your cryptic crossword clues. Keep them coming...

46Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Thu Feb 21, 2013 5:59 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

slstock wrote:Does anyone still have any confusion?


slstock wrote:
There is also a temple in this basin.


The Alchemist wrote:
slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.



What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?


@slstock - what would be your other 3 in a 5 stock Plantation Index Fund ?

47Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 5:41 pm

Nigel.Machado


Manager - Equity Analytics
Manager - Equity Analytics

one of BOPL's directors purchased shares of BOPL today.

Twisted Evil

48Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:01 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

hmm, looking at performance and history

WATA, NAMU and KOTA( though I am not fan of their right issue fancies and cross party transactions/loans)




The Alchemist wrote:
slstock wrote:Does anyone still have any confusion?


slstock wrote:
There is also a temple in this basin.


The Alchemist wrote:
slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.



What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?


@slstock - what would be your other 3 in a 5 stock Plantation Index Fund ?

49Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:16 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

50Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:29 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

My opinion would be

If one is sure/expecting a plantation run, then for highest % gains direct shares has to be the way.

But to buffer drastic shocks and to be conservative we can go for holding companies.

I saw lot of talk about MPRH which is solid right now . But if we look at price history and if there is a massive plantation run ( still wishful) , the chances of BOPL doubling its value will be quicker than MPRH . Same with KGAL and RICH .




The Alchemist wrote:@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

51Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:30 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

BTW would you top 5 differ?


The Alchemist wrote:@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

52Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:57 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

slstock wrote:BTW would you top 5 differ?


The Alchemist wrote:@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

Honestly, I am just starting to study this sector and very much a student still. trying to get as much info from my friends in the tea business and doing some research such as reading annual reports etc !
I was thinking pretty much the same as your 5 but with a combination approach - RICH, DIPD, KOTA, WATA, and a speculative from the sector - FLCH, MADU or MAL - yet undecided.
Metropolitan also looks good. CFLB is also undervalued as now their main loss making Agrapathana under LDEV is returning to profitablity.

53Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 7:40 pm

traderathome

traderathome
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

why HOPL is not in the List Mad

For Me WATA and HOPL

54Tea is it the next Hidden Gem? - Page 2 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 8:12 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

TAH, you are looking at shares with discount values im present marke to trade at CSE right.

We are talking about solid plantation companies with a long history and decent managment to form a index fund.


Its like if one wants to form SL20 , I might want to include ALLI but we will pick share like JKH and DIST for many other reasons.




traderathome wrote:why HOPL is not in the List Mad

For Me WATA and HOPL

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