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TAFL think and win

+20
peacockman
kassachandi
Market.Player
Aubrey Perera
Sstar
bandara 123
prabath
sikka89
gagamini
UAEBOY
anges
dhanurrox
SHARK aka TAH
Harry82
celtic tiger
VALUEPICK
FLOWER2
Jiggysaurus
Light of Hope
ddrperera
24 posters

Go to page : 1, 2, 3  Next

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1TAFL think and win Empty TAFL think and win Fri Apr 11, 2014 11:08 am

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

ipo price 45....target price 70+  eps improve same as 2011..2010... low volume of shares...still attractive price... sector wise PER basis 22- on 25% discount 16.5 *4.39=72.4  .....net asset basis 4.8 50% discount  2.4 *35.44=85   with overall  asset and price valuation worth over 70 cheers .....think guys...
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2TAFL think and win Empty Re: TAFL think and win Sat Apr 12, 2014 8:03 pm

Light of Hope


Vice President - Equity Analytics
Vice President - Equity Analytics

Ane me DD, oka deela wena ekak gannawada?

3TAFL think and win Empty Re: TAFL think and win Sat Apr 12, 2014 9:58 pm

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

Light of Hope wrote:Ane me DD, oka deela wena ekak gannawada?

lot of people view my post..but only u comment on that  Very Happy  ....appreciate ur comments .....i tell true calculation and figure out...unpredictable time it can happen wait and see....

4TAFL think and win Empty Re: TAFL think and win Sat Apr 12, 2014 10:26 pm

Light of Hope


Vice President - Equity Analytics
Vice President - Equity Analytics

I dont understand your marvelous calculation.
But I dont say the dreaming is prohibited though Smile

5TAFL think and win Empty Re: TAFL think and win Sat Apr 12, 2014 10:34 pm

Jiggysaurus

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

The stingy TAFL management have said that they will not pay a dividend, so good stock for dreamers.

6TAFL think and win Empty Re: TAFL think and win Sat Apr 12, 2014 10:35 pm

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

Light of Hope wrote:I dont understand your marvelous calculation.
But I dont say the dreaming is prohibited though Smile


marvelous calculation u found that any error correct it that.....

7TAFL think and win Empty Re: TAFL think and win Sat Apr 12, 2014 10:38 pm

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

Jiggysaurus wrote:The stingy TAFL management have said that they will not pay a dividend, so good stock for dreamers.

u told that only dividend pay counter move-up..what the bull shit see greg,dpl last year 10-17 greg 10-15 dpl

8TAFL think and win Empty Re: TAFL think and win Sun Apr 13, 2014 9:04 am

Light of Hope


Vice President - Equity Analytics
Vice President - Equity Analytics

ddrperera wrote:
Jiggysaurus wrote:The stingy TAFL management have said that they will not pay a dividend, so good stock for dreamers.

u told that only dividend pay counter move-up..what the bull shit see greg,dpl last year 10-17 greg 10-15 dpl

No dividend pay counters move up near dividend dates or after the declaration but comes down on XD.

TAFL has been accumulating several years of losses and they cannot pay a dividend now (even if they have good results)
So for a run a sector run needs to be initiated.

U simplyfy your calculations line by line and I wil try looking at it then. The way u put it - its total gibberish to me.

9TAFL think and win Empty Re: TAFL think and win Sun Apr 13, 2014 9:37 am

FLOWER2

FLOWER2
Manager - Equity Analytics
Manager - Equity Analytics

ddrperera wrote:ipo price 45....target price 70+  eps improve same as 2011..2010... low volume of shares...still attractive price... sector wise PER basis  22- on 25% discount 16.5 *4.39=72.4  .....net asset basis 4.8 50% discount  2.4 *35.44=85   with overall  asset and price valuation worth over 70 cheers .....think guys...

http://www.cse.lk/cmt/upload_report_file/491_1397034937288.pdf

TAFL Has said they don’t want to declare dividends as they are planning capital investment in the year 2014.

Dividends

As the Company is planning for capital investment in
the year 2014, the Board of Directors believe it would
be prudent to refrain from declaring a dividend for the
financial year ended 31 December 2013. We sincerely trust
that our shareholders will understand and appreciate our
decision which we believe would help the Company to
better its performance in the coming year.


Positioned for Planned Progress

Recent developments in the infrastructure facilities in
the hotel sectors have resulted in a boom in the tourism
industry. This has positively contributed to the hospitality
sectors and enhanced the GDP. We were able to foresee
these trends and noted there is potential for expansion in
the poultry industry. We are geared to meet these demands
and will endeavour to capitalise on the opportunities.
Being the market leader we intend to maintain our
position by enhancing our strengths. Noting the profits
made in our Commercial Broiler Farming we will continue
to make improvements. We expanded our broiler capacity
in keeping with the market for our product. We will
continue to invest in Environmentally Controlled Broiler
Houses to increase our total capacity and improve the
quality of the Live Broiler. This is a continuous and ongoing
process. In order to maintain our market leader position
in the breeder segment we will continue to upgrade our
hatcheries with state-of-the-art equipment which will give
us the necessary edge to keep ahead of the competition.
We are confident that with these improvements and
modifications TAF can look forward to a very progressive
and profitable future.

According to above description are they market leader for entire industry or market leader for one area of poultry? Because BFL also has large poultry farms. They are going to start animal feed factory. Is it a good decision to buy BFL instead of TAFL? Cheers.

10TAFL think and win Empty Re: TAFL think and win Sun Apr 13, 2014 11:09 am

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

Light of Hope wrote:
ddrperera wrote:
Jiggysaurus wrote:The stingy TAFL management have said that they will not pay a dividend, so good stock for dreamers.

u told that only dividend pay counter move-up..what the bull shit see greg,dpl last year 10-17 greg 10-15 dpl

No dividend pay counters move up near dividend dates or after the declaration but comes down on XD.

TAFL has been accumulating several years of losses and they cannot pay a dividend now (even if they have good results)
So for a run a sector run needs to be initiated.

U simplyfy your calculations line by line and I wil try looking at it then. The way u put it - its total gibberish to me.



some of this people hate this stock because of they bought at higher prices of over 100.. Twisted Evil  i'm don't afraid ....any calculation error plz mention and correct it...

11TAFL think and win Empty Re: TAFL think and win Sun Apr 13, 2014 11:34 am

Light of Hope


Vice President - Equity Analytics
Vice President - Equity Analytics

ayyoo dd - u understand what i've been telling u?

Put ur calculation line by line to make it clear cuz its not clear the way u put nw..

12TAFL think and win Empty Re: TAFL think and win Sun Apr 13, 2014 11:35 am

VALUEPICK

VALUEPICK
Expert
Expert

Why did you buy this stock? Did you have special reason? If your reason is still there You will reward in the future. Do you have faith on it and do you see good prospects? Then it is nothing to worry much. If long term fundamentals are going to become weak and if you don’t see any tourists, hotels or infrastructure buildings and people are not eating poultry then you will have to worry. If you like some stocks keep an eye on it. Study this counter in the coming quarters and years. Then you can get good idea. All the best!

13TAFL think and win Empty Re: TAFL think and win Sun Apr 13, 2014 3:09 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Hopes,dreams and luck are part of this game.people who burnt their hand in CHICKEN RUN, hate these shares and people who got paid handsomely love these shares.
If someone says TAFL is a bad buy at Rs 40 that can not be base on fundamental calculations.
paying dividend does not make a share to rise from 40 to 70 anyway ,if that the case JINS should be trading around 50 bu now.
Market leader in breeder farming and 200+ acres of free hold land and resent cash generation from their business will help this company to grow to next level.

14TAFL think and win Empty Re: TAFL think and win Thu Apr 17, 2014 9:06 am

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

Light of Hope wrote:ayyoo dd - u understand what i've been telling u?

Put ur calculation line by line to make it clear cuz its not clear the way u put  nw..



sector wise PER basis 22.1 on 50% discount 11.05 *7.2(eps)=79.56
net asset basis 4.9 on  50% discount  2.45 *39.01(navps)=95.57

then u can understand......previous calculation based on the company....this calculation based on whole group....

15TAFL think and win Empty Re: TAFL think and win Thu Apr 17, 2014 9:16 am

Harry82

Harry82
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

sector wise PER basis 22.1 is very high.
Market wise PER basis 14.

16TAFL think and win Empty Re: TAFL think and win Thu Apr 17, 2014 9:18 am

Harry82

Harry82
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

Now Banking and financial institutions shares are very good. It is the time to enter

17TAFL think and win Empty Re: TAFL think and win Thu Apr 17, 2014 9:27 am

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

Harry82 wrote:Now Banking and financial institutions shares are very good. It is the time to enter

calculation done on the 50% discount ....then PER 11.......

18TAFL think and win Empty Re: TAFL think and win Thu Apr 17, 2014 9:28 am

SHARK aka TAH

SHARK aka TAH
Expert
Expert

BFL is trying something similar it would be more attractive than TAFL

19TAFL think and win Empty Re: TAFL think and win Thu Apr 17, 2014 11:00 am

VALUEPICK

VALUEPICK
Expert
Expert

In poultry group don’t forget GRAN as well. If TAFL expand their export market further it could become one of the best performing companies in Sri-Lanka. Both BFL and TAFL have plan for further investments.We cannot expect rapid run in commodities such as Oil, gold and grains in the coming years. Global easy money speculated too much on above commodities and as results their prices went up rapidly in 2011 and 2012. This will slow down in the coming years. Therefore we can expect lower grain prices in the coming years. Arrival of tourist target for 2016 is more than 2.2 million almost doubles the amount of now. Therefore hotels will create more demand for not only egg and chicken but also for fish, vegetable, fruits and hot beverages (coffee and tea). In addition indirectly transportation too will benefit. In short in a bull market many sectors, groups and stocks such as food and beverages, banking, manufacturing, plantations, motor and hotels etc will have uptrend. Any one has idea about implementation of poultry budget proposal for poultry sector including lower cooperate tax for agri companies including poultry from the current financial year?.

Do your own study before buying and selling stocks. Do not depend on others.

20TAFL think and win Empty Re: TAFL think and win Thu Apr 17, 2014 11:12 am

dhanurrox


Vice President - Equity Analytics
Vice President - Equity Analytics

Valuepick,Matter of time. Very Happy 

21TAFL think and win Empty Re: TAFL think and win Mon Apr 28, 2014 12:08 pm

ddrperera


Vice President - Equity Analytics
Vice President - Equity Analytics

Harry82 wrote:Now Banking and financial institutions shares are very good. It is the time to enter

see crap GSF ran.....value stock stagnant....pathetic situation of CSE

22TAFL think and win Empty Re: TAFL think and win Mon Apr 28, 2014 6:20 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

ddrperera wrote:
Harry82 wrote:Now Banking and financial institutions shares are very good. It is the time to enter

see crap GSF ran.....value stock stagnant....pathetic situation of CSE

wait till the quarterly results come to market!!!!

23TAFL think and win Empty Re: TAFL think and win Wed Apr 30, 2014 2:18 am

anges


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

every sector has its ups and downs ! winners are the patient ones who buys when its down and sell when its up !

24TAFL think and win Empty Re: TAFL think and win Wed Apr 30, 2014 2:24 am

UAEBOY

UAEBOY
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

anges wrote:every sector has its ups and downs ! winners are the patient ones who buys when its down and sell when its up !

100% true...
We need different strategies in order to survive in CSE specially traders...
It will come from knowledge as well as experience.... bounce 

 Twisted Evil

25TAFL think and win Empty Re: TAFL think and win Wed May 07, 2014 5:34 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

celtic tiger wrote:Hopes,dreams and luck are part of this game.people who burnt their hand in CHICKEN RUN, hate these shares and people who got paid handsomely love these shares.
If someone says TAFL is a bad buy at Rs 40 that can not be base on fundamental calculations.
paying dividend does not make a share to rise from 40 to 70 anyway ,if that the case JINS should be trading around 50 bu now.
Market leader in breeder farming and 200+ acres of free hold land and resent cash generation from their business will help this company to grow to next level.

TAFL doing well but GRAN in red what do you think of TAFL run?

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