VONE- A neglected counter

kalum · 1 VONE- A neglected counter Fri Nov 01, 2013 11:38 am

kalum

Senior Manager - Equity Analytics

Posts : 586
Equity Stars : 5007
Reputation : 24
Join date : 2012-09-01

VONE -
EPS - 0.18 (quarter)
NAV - 25.66

One of DP's favorite share, VONE looks like neglected share now. I think people who into shares where others neglected are the winners when times comes.

Not a promotion. Based on the facts given above and below, I honestly think VONE is a good share to invest in mid term.

Business model (banking / finance , leisure and manufacturing )
It controls:
L B Finance PLC
Royal Ceramics Lanka PLC group
Greener Waters Ltd.

Company holds a 14.99% stake in Sampath Bank PLC

refer: site website: http://www.vallibelone.com/

(I hold VONE and still collecting @ 17 levels)

yellow knife · 2 Re: VONE- A neglected counter Fri Nov 01, 2013 11:48 am

yellow knife

Senior Manager - Equity Analytics

Posts : 436
Equity Stars : 6078
Reputation : 21
Join date : 2011-10-07

VONE seems to sleep for a while and let it be. So we can slowly collect it. As you mentioned its a good share and it holds many good firms

K.Haputantri · 3 Re: VONE- A neglected counter Fri Nov 01, 2013 11:51 am

K.Haputantri

Co-Admin

Posts : 2274
Equity Stars : 8892
Reputation : 390
Join date : 2011-12-06
Age : 74
Location : Moratuwa

I think you need PER to be compaired with others in the sector.

Last edited by K.Haputantri on Fri Nov 01, 2013 3:33 pm; edited 1 time in total

kalum · 4 Re: VONE- A neglected counter Fri Nov 01, 2013 11:56 am

kalum

Senior Manager - Equity Analytics

Posts : 586
Equity Stars : 5007
Reputation : 24
Join date : 2012-09-01

Hi Hapu, Can you please share the sector PER values with us? I found difficult to find latest information Sad

It would be help for us. Idea

kalum · 5 Re: VONE- A neglected counter Fri Nov 01, 2013 11:59 am

kalum

Senior Manager - Equity Analytics

Posts : 586
Equity Stars : 5007
Reputation : 24
Join date : 2012-09-01

@ yellow knife & K.Haputantri - Thanks for the views and Yes, I Agree Smile

sriranga · 6 Re: VONE- A neglected counter Fri Nov 01, 2013 11:59 am

sriranga

Co-Admin

Posts : 6822
Equity Stars : 23042
Reputation : 2855
Join date : 2011-02-01
Location : London

kalum wrote:Can you please share the sector PER values with us? I found difficult to find latest information
It would be help for us.

http://www.cse.lk/sectorwise_summay_more.do

kalum · 7 Re: VONE- A neglected counter Fri Nov 01, 2013 12:09 pm

kalum

Senior Manager - Equity Analytics

Posts : 586
Equity Stars : 5007
Reputation : 24
Join date : 2012-09-01

Thanks sriranga, is there a way that we can see the list companies in a particular sector with PER/PBV values?

sriranga · 8 Re: VONE- A neglected counter Fri Nov 01, 2013 12:14 pm

sriranga

Co-Admin

Posts : 6822
Equity Stars : 23042
Reputation : 2855
Join date : 2011-02-01
Location : London

kalum wrote:Thanks sriranga, is there a way that we can see the list companies in a particular sector with PER/PBV values?

Try the following link.
http://research.srilankaequity.com/t842-capital-trust-weekly-key-performance-indicators-17-10-2013

K.Haputantri · 9 Re: VONE- A neglected counter Fri Nov 01, 2013 12:16 pm

K.Haputantri

Co-Admin

Posts : 2274
Equity Stars : 8892
Reputation : 390
Join date : 2011-12-06
Age : 74
Location : Moratuwa

Thanks Shri for your help. Kalum, as you correctly pointed out you have to compare this figure with individual PERs of companies. Then only you can select the best company with the lowest PER.

Last edited by K.Haputantri on Fri Nov 01, 2013 3:31 pm; edited 1 time in total

Bond · 10 Re: VONE- A neglected counter Fri Nov 01, 2013 12:49 pm

Bond

Manager - Equity Analytics

Posts : 274
Equity Stars : 4354
Reputation : 12
Join date : 2013-05-02

Accounts has no market value adjustment ... SAMP was transferred at 300 levels

kalum · 11 Re: VONE- A neglected counter Fri Nov 01, 2013 2:13 pm

kalum

Senior Manager - Equity Analytics

Posts : 586
Equity Stars : 5007
Reputation : 24
Join date : 2012-09-01

Thanks Guys. At last i logged to research section Very Happy

That research doc is very helpful. Thanks kumar for upstanding this.
Yes, there are couple of shares seems better in numbers. However VONE also attractive based on sector figures. It is a pleasant conversation here and i gained some valuable input from you guys. Idea

Thanks All!

knockknobbler · 12 Re: VONE- A neglected counter Sat Nov 02, 2013 8:08 am

knockknobbler

Manager - Equity Analytics

Posts : 178
Equity Stars : 4290
Reputation : 12
Join date : 2013-02-21

kalum wrote:VONE -
EPS - 0.18 (quarter)
NAV - 25.66

One of DP's favorite share, VONE looks like neglected share now. I think people who into shares where others neglected are the winners when times comes.

Not a promotion. Based on the facts given above and below, I honestly think VONE is a good share to invest in mid term.

Business model (banking / finance , leisure and manufacturing )
It controls:
L B Finance PLC
Royal Ceramics Lanka PLC group
Greener Waters Ltd.

Company holds a 14.99% stake in Sampath Bank PLC

refer: site website: http://www.vallibelone.com/

(I hold VONE and still collecting @ 17 levels)

Doesn't the current share price reflect all these, publicly available information ?
I think that's the basis of "market price ".

Humble · 13 Re: VONE- A neglected counter Sat Nov 02, 2013 9:47 am

Humble

Manager - Equity Analytics

Posts : 198
Equity Stars : 4229
Reputation : 3
Join date : 2013-06-27

kalum wrote:VONE -
EPS - 0.18 (quarter)
NAV - 25.66

One of DP's favorite share, VONE looks like neglected share now. I think people who into shares where others neglected are the winners when times comes.

Not a promotion. Based on the facts given above and below, I honestly think VONE is a good share to invest in mid term.

Business model (banking / finance , leisure and manufacturing )
It controls:
L B Finance PLC
Royal Ceramics Lanka PLC group
Greener Waters Ltd.

Company holds a 14.99% stake in Sampath Bank PLC

refer: site website: http://www.vallibelone.com/

(I hold VONE and still collecting @ 17 levels)

I agree - this is a good share

kalum · 14 Re: VONE- A neglected counter Sat Nov 02, 2013 9:53 am

kalum

Senior Manager - Equity Analytics

Posts : 586
Equity Stars : 5007
Reputation : 24
Join date : 2012-09-01

knockknobbler wrote:

kalum wrote:VONE -
EPS - 0.18 (quarter)
NAV - 25.66

One of DP's favorite share, VONE looks like neglected share now. I think people who into shares where others neglected are the winners when times comes.

Not a promotion. Based on the facts given above and below, I honestly think VONE is a good share to invest in mid term.

Business model (banking / finance , leisure and manufacturing )
It controls:
L B Finance PLC
Royal Ceramics Lanka PLC group
Greener Waters Ltd.

Company holds a 14.99% stake in Sampath Bank PLC

refer: site website: http://www.vallibelone.com/

(I hold VONE and still collecting @ 17 levels)

Doesn't the current share price reflect all these, publicly available information ?
I think that's the basis of "market price ".

I doubt that statement. Share price below NAV = fair price? Well i'm not much expert in CSE. but what i have is discipline over a decade in CSE. Per my understand, these shares will adjust someday. However yes, there are undervalue shares than VONE.

Not strictly about VONE, but many good shares including VONE,

I have noted in past couple of years. Globally some developed companies like to invest their money on others than re-invest in their own business. These companies have vision, (like google, microsoft, etc:) that they are hunting for new ideas and ways to grow. They found virtual diversified on their own way. Sri Lanka also having the same trend. Even most of early 2009 investors lost the faith over stock market bubble, what i can see is steady growth in past 2 years. I honestly think most of these companies are not yet trading for fair price.

Kumar · 15 Re: VONE- A neglected counter Sun Nov 03, 2013 6:09 pm

Kumar

Senior Vice President - Equity Analytics

Posts : 1636
Equity Stars : 6869
Reputation : 232
Join date : 2011-09-27

kalum wrote:Thanks Guys. At last i logged to research section
That research doc is very helpful. Thanks kumar for upstanding this.
Yes, there are couple of shares seems better in numbers. However VONE also attractive based on sector figures. It is a pleasant conversation here and i gained some valuable input from you guys. :idea:Thanks All!

Thanks for the encouragement.
Please find below latest link for the CT Report.
http://research.srilankaequity.com/t847-capital-trust-weekly-key-performance-indicators-01-11-2013

kalum · 16 Re: VONE- A neglected counter Mon Nov 04, 2013 6:44 pm

kalum

Senior Manager - Equity Analytics

Posts : 586
Equity Stars : 5007
Reputation : 24
Join date : 2012-09-01

Well come Kumar. And Thanks again for new report. please keep up the good work.

Sponsored content

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Latest topics

VONE- A neglected counter

1 VONE- A neglected counter Fri Nov 01, 2013 11:38 am

kalum

2 Re: VONE- A neglected counter Fri Nov 01, 2013 11:48 am

yellow knife

3 Re: VONE- A neglected counter Fri Nov 01, 2013 11:51 am

K.Haputantri

4 Re: VONE- A neglected counter Fri Nov 01, 2013 11:56 am

kalum

5 Re: VONE- A neglected counter Fri Nov 01, 2013 11:59 am

kalum

6 Re: VONE- A neglected counter Fri Nov 01, 2013 11:59 am

sriranga

7 Re: VONE- A neglected counter Fri Nov 01, 2013 12:09 pm

kalum

8 Re: VONE- A neglected counter Fri Nov 01, 2013 12:14 pm

sriranga

9 Re: VONE- A neglected counter Fri Nov 01, 2013 12:16 pm

K.Haputantri

10 Re: VONE- A neglected counter Fri Nov 01, 2013 12:49 pm

Bond

11 Re: VONE- A neglected counter Fri Nov 01, 2013 2:13 pm

kalum

12 Re: VONE- A neglected counter Sat Nov 02, 2013 8:08 am

knockknobbler

13 Re: VONE- A neglected counter Sat Nov 02, 2013 9:47 am

Humble

14 Re: VONE- A neglected counter Sat Nov 02, 2013 9:53 am

kalum

15 Re: VONE- A neglected counter Sun Nov 03, 2013 6:09 pm

Kumar

16 Re: VONE- A neglected counter Mon Nov 04, 2013 6:44 pm

kalum

17 Re: VONE- A neglected counter

Sponsored content

New topics