ALLI and CTC

Slstock · 1 ALLI and CTC Thu May 23, 2013 10:40 am

Slstock

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Both ALLI and CTC is at Rs 920 now

As it is not correct I will not do a side by side comparison with CTC as they are in a different league.

But note ALLI, NAV would cross Rs 700 after this quarter.
EPS should be over Rs 200

Dividend expected soon around Rs 30.

To me it it still attractive but I have some averaged lower.

Slstock · 2 Re: ALLI and CTC Thu May 23, 2013 10:50 am

Slstock

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Someone is trying to break 6500 with CTC is appears.

Slstock · 3 Re: ALLI and CTC Thu May 23, 2013 10:59 am

Slstock

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They just did. ASI was 6495 CTC at Rs 950. Then a CTC buy at 990. ASI 6515.

These games not healthy, Most other smaller shares still stagnant

slstock wrote:Someone is trying to break 6500 with CTC is appears.

sahan8896 · 4 Re: ALLI and CTC Thu May 23, 2013 10:59 am

sahan8896

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slstock wrote:Someone is trying to break 6500 with CTC is appears.

6500 not difficult as 6000. cheers

salt · 5 Re: ALLI and CTC Thu May 23, 2013 11:28 am

salt

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ASI: 6,503.68 +42.06 +0.65%
Already done CTC @ LKR 960.00

dineshfernando · 6 Re: ALLI and CTC Thu May 23, 2013 2:14 pm

dineshfernando

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CTC's NAV is merely Rs. 19.54 but trading at 951.50.

CTC contributes 7..07% of the market capitalization.

3 months EPS Rs. 7.81.

Don't you think there is a serious problem with this? This is extremely overvalued. PBV is 49 times.

CTC, JKH and NEST accounts for over 20% of the market capitalization. This is something very serious and can take the entire market down when foreigners start selling them.

I think the growth of good fundamental shares are restricted due to this factor. ALLI is a real gem which has been neglected by the investors for years.

suja · 7 Re: ALLI and CTC Thu May 23, 2013 2:36 pm

suja

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CTC is a monopoly and s strong divident paymaster. Most of the shares are held tight free float is very minimal. indeed this can be also taken up easily. But dont treat this as another stock. There is no asset play in this stock it is on future earnings as there are no others in the market, unless fags come illegally. I was suggesting this when it was around 450 but now I too feel that it is too expensive to enter for as a new stock to the portfolio, however might not sell as there is no threat to the share.

Fresher · 8 Re: ALLI and CTC Thu May 23, 2013 10:47 pm

Fresher

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dineshfernando wrote:CTC's NAV is merely Rs. 19.54 but trading at 951.50.

CTC contributes 7..07% of the market capitalization.

3 months EPS Rs. 7.81.

Don't you think there is a serious problem with this? This is extremely overvalued. PBV is 49 times.

CTC, JKH and NEST accounts for over 20% of the market capitalization. This is something very serious and can take the entire market down when foreigners start selling them.

I think the growth of good fundamental shares are restricted due to this factor. ALLI is a real gem which has been neglected by the investors for years.

no it can be somewhat justified given the cash earnings of the business. I exited a while back since I thought it was getting into the range of being over valued though.