Sri Lanka Equity Forum
Dear Reader,

Registration with the Sri Lanka Equity Forum would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
Sri Lanka Equity Forum

Discussion Forum for Stock Market Investors in Sri Lanka

සිංහල පරිවර්තනය
Contribute
Submit Post

Latest topics

» HNB FINANCE LIMITED (HNBF.D0000)
by Ekanayake90 Today at 9:01 pm

» Sri Lanka’s EPF bought shares with no approval, no analysis: forensic report
by KavinduTM Today at 8:29 pm

» Short Term Targets
by KavinduTM Today at 8:26 pm

» EAST WEST PROPERTIES PLC (EAST.N0000)
by chandike73 Today at 8:22 pm

» Where are we now?
by KavinduTM Today at 8:14 pm

» Elliott Wave Principle and Detailed Analytics
by evanpattern Today at 7:54 pm

» Sri Lanka Tourism
by Promoney Today at 4:57 pm

» Sri Lanka Imports
by Quibit Today at 4:44 pm

» කතන්දර තුනක්
by Beta1 Today at 12:15 pm

» B P P L HOLDINGS PLC (BPPL.N0000)
by fireshelter Today at 10:28 am

» PIRAMAL GLASS CEYLON PLC (GLAS.N0000)
by Thushara Ayya Today at 8:34 am

» Power and Energy Sector
by KavinduTM Today at 8:06 am

» The Forensic Audit is a part of the Bond Scam Cover-up - Ajith Nivard Cabraal
by Teller Yesterday at 10:52 pm

» Nivard Cabraal clarifies picture on his relations in banking
by Teller Yesterday at 2:33 pm

» Sri Lanka Economy
by NANDANA2012 Yesterday at 10:11 am

» Compulsory Elder Care for All Sri Lankans / or Old age Pension
by NANDANA2012 Yesterday at 9:55 am

» New Ratio to Asses Stock Value (PBXPE)
by NANDANA2012 Yesterday at 8:46 am

» Sri Lanka’s Commercial Bank rejects rating revision by Fitch
by KavinduTM Sat Jan 25, 2020 10:01 pm

» ROYAL CERAMICS PLC (RCL.N0000)
by Teller Sat Jan 25, 2020 4:59 pm

» RICHARD PIERIS AND COMPANY PLC (RICH.N0000)
by ColomboCSE Sat Jan 25, 2020 1:03 pm

» CHEVRON LUBRICANTS LANKA PLC
by wgsaman Sat Jan 25, 2020 11:29 am

» De Listings
by wgsaman Sat Jan 25, 2020 9:06 am

» Tile and Ceramic Sector
by Promoney Sat Jan 25, 2020 8:31 am

POPULAR COMPANIES
A

ABANS ELECTRICALS PLC

ACCESS ENGINEERING PLC Hot

ACL CABLES PLC

ACL PLASTICS PLC

ACME PRINTING & PACKAGING PLC

AGSTAR PLC

AITKEN SPENCE HOTEL HOLDINGS PLC

AITKEN SPENCE PLC

ANILANA HOTELS AND PROPERTIES PLC

ARPICO INSURANCE PLC

ASIA ASSET FINANCE PLC

ASIA CAPITAL PLC

B

BAIRAHA FARMS PLC

BALANGODA PLANTATIONS PLC

BIMPUTH FINANCE PLC

BLUE DIAMONDS JEWELLERY WORLDWIDE PLC

B P P L HOLDINGS PLC

BROWNS BEACH HOTELS PLC

BROWNS INVESTMENTS PLC

C

CARGO BOAT DEVELOPMENT COMPANY PLC

CENTRAL INDUSTRIES PLC

CEYLON COLD STORES PLC

CEYLON GRAIN ELEVATORS PLC Hot

CEYLON TEA BROKERS PLC

CEYLON TOBACCO COMPANY PLC

CHEVRON LUBRICANTS LANKA PLC

COLOMBO FORT LAND & BUILDING PLC

COMMERCIAL BANK OF CEYLON PLC

CITRUS LEISURE PLC Hot

COMMERCIAL CREDIT AND FINANCE PLC

D

DANKOTUWA PORCELAIN PLC

DFCC BANK PLC

DIALOG AXIATA PLC

DIALOG FINANCE PLC

DIPPED PRODUCTS PLC

DISTILLERIES COMPANY OF SRI LANKA PLC

DUNAMIS CAPITAL PLC

E

EAST WEST PROPERTIES PLC Hot

EASTERN MERCHANTS PLC

EXPOLANKA HOLDINGS PLC

E-CHANNELLING PLC

F

FIRST CAPITAL HOLDINGS PLC

G

GALADARI HOTELS (LANKA) PLC

GUARDIAN CAPITAL PARTNERS PLC

H

HATTON NATIONAL BANK PLC

HAYLEYS PLC

HAYLEYS FABRIC PLC

HAYLEYS FIBRE PLC Hot

HEMAS HOLDINGS PLC

HIKKADUWA BEACH RESORT PLC

HNB ASSURANCE PLC

HVA FOODS PLC

J

JANASHAKTHI INSURANCE COMPANY PLC

JOHN KEELLS HOLDINGS PLC Hot

JOHN KEELLS HOTELS PLC

L

LANKA ASHOK LEYLAND PLC

LANKA IOC PLC

LANKEM CEYLON PLC

LANKEM DEVELOPMENTS PLC

LAUGFS GAS PLC

LAUGFS POWER LIMITED

LOLC FINANCE PLC

LOLC HOLDINGS PLC

LUCKY LANKA MILK PROCESSING COMPANY PLC

M

MELSTACORP PLC

N

NATIONAL DEVELOPMENT BANK PLC

NATION LANKA FINANCE PLC

NESTLE LANKA PLC

O

ORIENT FINANCE PLC

OVERSEAS REALTY (CEYLON) PLC

P

PANASIAN POWER PLC

PEOPLE'S LEASING & FINANCE PLC

PIRAMAL GLASS CEYLON PLC

PRIME FINANCE PLC

R

RAIGAM WAYAMBA SALTERNS PLC

RENUKA AGRI FOODS PLC

RENUKA CAPITAL PLC

RENUKA HOLDINGS PLC

RICHARD PIERIS AND COMPANY PLC

RICHARD PIERIS EXPORTS PLC Hot

ROYAL CERAMICS PLC

S

SAMPATH BANK PLC

SEYLAN BANK PLC

SIERRA CABLES PLC

SINGHE HOSPITALS PLC Hot

SMB LEASING PLC

SOFTLOGIC HOLDINGS PLC

SOFTLOGIC LIFE INSURANCE PLC

SRI LANKA TELECOM PLC

SWISSTEK (CEYLON) PLC Hot

T

TEEJAY LANKA PLC

TESS AGRO PLC

THREE ACRE FARMS PLC

TOKYO CEMENT COMPANY (LANKA) PLC Hot

U

UNION BANK OF COLOMBO PLC

V

VALLIBEL FINANCE PLC

VALLIBEL ONE PLC Hot

VALLIBEL POWER ERATHNA PLC

W

WASKADUWA BEACH RESORT PLC

Advertise

You are not connected. Please login or register

Sri Lanka Equity Forum » Stock Market Talk » Views on MTD Walkers (KAPI)

Views on MTD Walkers (KAPI)

Go down  Message [Page 1 of 1]

1Views on MTD Walkers (KAPI) Empty Views on MTD Walkers (KAPI) on Tue Apr 01, 2014 2:31 pm

Trend


Senior Equity Analytic
Senior Equity Analytic
Hi Guys,
I've been looking through the Financials of the company and looks very undervalued and also in the booming construction industry. Spoke to a few friends inside the company and they were all very positive about the company's future earnings as well.

Would love to hear your thoughts on it...

2Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Tue Apr 01, 2014 2:47 pm

StockGuru

StockGuru
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Trend wrote:

Hi Guys,

I've been looking through the Financials of the company and looks very undervalued and also in the booming construction industry. Spoke to a few friends inside the company and they were all very positive about the company's future earnings as well.

Would love to hear your thoughts on it...

They have a power project in North, which is a good income owner, they also have some construction projects specially apartments for shanty owners relocation and some other government projects are done by MTD Walkers. Some government influence are also there in the company.

But company according to employees doesn't pay salaries in time and does not pay a good payscale according to market rate so good calibre people has been going in and out.

3Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Tue Apr 01, 2014 2:53 pm

Trend


Senior Equity Analytic
Senior Equity Analytic

PE is around 6.78 with historical earnings.
NAV is Rs.41.
Market Price Rs.30

March quarter earning are expected to be quite good.


Can we expect any movement in the counter? There has been some good volumes trading in recent days too.

4Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Sat Apr 05, 2014 7:53 pm

Trend


Senior Equity Analytic
Senior Equity Analytic

Hi Guys,

I did some research on MTD walkers and this is what I could find

97% YOY increase in profit.
P.E-6.78
PBV-0.75

The company is diversifying into shipbuilding, Power Generation.

Construction order book is full.

Cheaper in terms of PE and PBV compared to other construction companies such as AEL.

90% Foreign owned.

Illiquid in comparison to sector companies increasing possibility of Higher Capital gain returns.


Please add if there is any further information I missed. Thanks!

5Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Sat Apr 05, 2014 8:14 pm

Sstar

Sstar
Vice President - Equity Analytics
Vice President - Equity Analytics
This company needs lot of funding and owners are willing to exit at a profit. This company was bought by the current owners (MTD Capital Bhd) from Gamini Fonseka and the clan for a price of Rs 125 mn about 10 years ago. How much do you think it is worth now??

Jehan Amaratunga is a rich man today!!!

6Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Sun Apr 06, 2014 7:18 am

Balanced_Views


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Trend wrote:Hi Guys,
I've been looking through the Financials of the company and looks very undervalued and also in the booming construction industry. Spoke to a few friends inside the company and they were all very positive about the company's future earnings as well.

Would love to hear your thoughts on it...

KAPI is one the best shares - buy

7Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Tue Apr 08, 2014 12:14 am

uanuradha

uanuradha
Senior Equity Analytic
Senior Equity Analytic
No dividend declaration so far. But worth to capital gain... One of their subsidiary CML MTD also performing good at this time.

8Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Tue Apr 08, 2014 11:40 am

Trend


Senior Equity Analytic
Senior Equity Analytic
@Balanced_Views wrote:
@Trend wrote:Hi Guys,
I've been looking through the Financials of the company and looks very undervalued and also in the booming construction industry. Spoke to a few friends inside the company and they were all very positive about the company's future earnings as well.

Would love to hear your thoughts on it...

KAPI is one the best shares - buy


Thanks Balanced_Views. Looks like the market agrees. It has started to move... Very Happy

9Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Thu Apr 17, 2014 2:10 pm

Trend


Senior Equity Analytic
Senior Equity Analytic

KAPI reached 34.30 with good volumes. I can see Rs.40 in the Horizon. Very Happy..

10Views on MTD Walkers (KAPI) Empty Re: Views on MTD Walkers (KAPI) on Sun Apr 20, 2014 2:25 pm

Balanced_Views


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Trend wrote:
KAPI reached 34.30 with good volumes. I can see Rs.40 in the Horizon. Very Happy..

I agree. A very good share. Will reach 42. Buy

Sponsored content


Back to top  Message [Page 1 of 1]

Permissions in this forum:
You cannot reply to topics in this forum