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Sri Lanka Equity Forum » Stock Market Talk » Turnaround stocks in 2013

Turnaround stocks in 2013

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1Turnaround stocks in 2013 Empty Turnaround stocks in 2013 on Thu Apr 18, 2013 7:07 pm

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
We know many stocks except few beaten down to bottom and some into rock bottom in last couple of years, However with current developments Globally and Locally I found some stocks to get a drastic U turn in 2013-2014 if some factors remain favorable, I'm only analyzing them further while collecting some of them.

SHL- Had a terrible IPO, debt ridden in high interest rate environment. balance sheet weekend to shit in 2012. But with low interest rate environment with significant group restructuring, and attractive business model like health care, retail, financial services ( People can't stop spending on their health even in a recession Laughing ) their balance sheet will show a dramatic turnaround in coming years

LIOC- Governments intention to go for cost based price formula, LIOC balance sheet might show some magic.

CFVF- Already discussed the effect of declining interest rates

MiniHydropower esp HPFL- which trades below it's NAV- According to CEB, contribution of Hydro power has in creased up to 45%, with good rainfall when compared to drought in 2012- http://www.ceb.lk/

DIMO- With low interest environment the demand may improve, if balance of payment status improves in coming years I do not think Vehicle Taxes will remain high forever.

2Turnaround stocks in 2013 Empty Re: Turnaround stocks in 2013 on Thu Apr 18, 2013 9:41 pm

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics
Very baled observation

3Turnaround stocks in 2013 Empty Re: Turnaround stocks in 2013 on Fri Apr 19, 2013 4:56 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Some good inputs.

4Turnaround stocks in 2013 Empty Re: Turnaround stocks in 2013 on Sat Apr 20, 2013 10:28 pm

UKboy

UKboy
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
SERV.

Will announce a record loss for 2012. This is mainly due to closure of the hotel for refurbishment in 2012. However the hotel is back in business now.

They spent about 2.4 billion to renovate the property and number of rooms also increased to 229 from 180.

As per their last annual report "An important part of the renovation project is the replacement of the old mechanical and electrical systems of the hotel in its entirety with increased focus on reducing energy consumption and carbon emissions, whilst also saving on operational costs."
CEB has recently increased the tariff. Expect SERV's new electrical systems will ease the extra weight on electricity.

But I believe the future is good for SERV (while expecting another loss in Q4 2012).
NAV of both SERV & TAJ will get indirect benefits from the Shangri La project.

Cons. Need to know more about the payment terms of borrowed money for the refurbishment.

5Turnaround stocks in 2013 Empty Re: Turnaround stocks in 2013 on Fri Apr 18, 2014 8:27 am

VALUEPICK

VALUEPICK
Expert
Expert
I believe three will be some turnaround companies in the coming quarters when they have positive environment for their industries. Definitely Some companies are going to benefit lot due to  lower interest rate, increased tourist numbers, increased activities in building and infrastructure, expanded markets  and higher prices for their products, service and things. It is time to identify some turnaround stocks in 2014 with great value.

6Turnaround stocks in 2013 Empty Re: Turnaround stocks in 2013 on Fri Apr 18, 2014 9:20 am

CSEStockWatch


Senior Equity Analytic
Senior Equity Analytic
@VALUEPICK wrote:I believe three will be some turnaround companies in the coming quarters when they have positive environment for their industries. Definitely Some companies are going to benefit lot due to  lower interest rate, increased tourist numbers, increased activities in building and infrastructure, expanded markets  and higher prices for their products, service and things. It is time to identify some turnaround stocks in 2014 with great value.

Different stocks will have different reasons for a turnaround. Different people will interpret turnaround in different ways. As a result of that different stocks have different behaviors. By looking at those behaviors you will see different comments in these forums by different people. Sometimes same person appear in different IDs to publish different comments.

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