WATA - ATTRACTIVE PRICE

AAABoy · 1 WATA - ATTRACTIVE PRICE Fri Sep 05, 2014 9:46 am

AAABoy

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Symbol - WATA.N
Current Price - Rs. 16/-
Target Price - Rs. 20/-

Watawala Plantain - I hope it must be above Rs. 20/- right now. NAV is Rs. 18.80, Attractive PER 5.58X. EPS for the last quarter was 0.98. Good Dividend Yield 7.5%. They are the leading company in retail Tea sector with Zesta and Wawatawala Kahata. Pls refer there latest financials. Also note that I don't hold a single share. This is just my opinion.

http://www.cse.lk/cmt/upload_report_file/728_1406284278165.pdf

MARKETWATCH2 · 2 Re: WATA - ATTRACTIVE PRICE Fri Sep 05, 2014 12:39 pm

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Yes. short term target price Rs.20/. buy on every pullback. follow the trend.

VALUEPICK · 3 Re: WATA - ATTRACTIVE PRICE Tue Sep 23, 2014 12:53 pm

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AAABoy wrote:Symbol - WATA.N
Current Price - Rs. 16/-
Target Price - Rs. 20/-

Watawala Plantain - I hope it must be above Rs. 20/- right now. NAV is Rs. 18.80, Attractive PER 5.58X. EPS for the last quarter was 0.98. Good Dividend Yield 7.5%. They are the leading company in retail Tea sector with Zesta and Wawatawala Kahata. Pls refer there latest financials. Also note that I don't hold a single share. This is just my opinion.

http://www.cse.lk/cmt/upload_report_file/728_1406284278165.pdf

I noticed there were large volumes trading in the WATA Plantations last couple of days. How about its chart? Is it still strong?

EPS · 4 Re: WATA - ATTRACTIVE PRICE Tue Sep 23, 2014 6:35 pm

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Watawala making money from oil palm business. Last quarter 90% earned from palm oil. Not tea. Wait till another quarter to compare the progress.

SuckingRumor · 5 Re: WATA - ATTRACTIVE PRICE Fri Sep 26, 2014 10:08 am

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WATA will touch Rs.20 within a week buy and keep. Run will start today

Lawwa · 6 Re: WATA - ATTRACTIVE PRICE Fri Sep 26, 2014 11:45 am

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SUN moving , Why WATA not going up ??

SS · 7 World Palm Oil prices Fri Sep 26, 2014 1:39 pm

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Month Price Change
Feb 2014 811.20 -
Mar 2014 860.52 6.08 %
Apr 2014 825.32 -4.09 %
May 2014 800.29 -3.03 %
Jun 2014 758.47 -5.23 %
Jul 2014 752.89 -0.74 %
Aug 2014 677.86 -9.97 %

not too sure whether wata supplying to world or local market??

SuckingRumor · 8 Re: WATA - ATTRACTIVE PRICE Thu Oct 02, 2014 1:30 pm

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Strong Buys are coming

SuckingRumor · 9 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 2:07 pm

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AAABoy wrote:Symbol - WATA.N
Current Price - Rs. 16/-
Target Price - Rs. 20/-

Watawala Plantain - I hope it must be above Rs. 20/- right now. NAV is Rs. 18.80, Attractive PER 5.58X. EPS for the last quarter was 0.98. Good Dividend Yield 7.5%. They are the leading company in retail Tea sector with Zesta and Wawatawala Kahata. Pls refer there latest financials. Also note that I don't hold a single share. This is just my opinion.

http://www.cse.lk/cmt/upload_report_file/728_1406284278165.pdf

Going up up up

VALUEPICK · 10 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 2:30 pm

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As I said before in a major uptrend there will be opportunity in almost all the sectors. This stock stagnated around Rs.10 despite some good results. Why do we see demand for this stock now? It is due to present market situation. Even other plantations stocks also have appreciated at different levels. Recently there were break out for UDPL. Now market players have identified value of that stock too. I believe other plantation stocks also will have rally sooner than later due to great value. On valuations plantation stocks should go up. In additions sector trend is up. Enjoy you trend. Now it is time for food and healthy hot beverage stocks too. Good luck!

RPPA · 11 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 2:58 pm

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VALUEPICK wrote:As I said before in a major uptrend there will be opportunity in almost all the sectors. This stock stagnated around Rs.10 despite some good results. Why do we see demand for this stock now? It is due to present market situation. Even other plantations stocks also have appreciated at different levels. Recently there were break out for UDPL. Now market players have identified value of that stock too. I believe other plantation stocks also will have rally sooner than later due to great value. On valuations plantation stocks should go up. In additions sector trend is up. Enjoy you trend. Now it is time for food and healthy hot beverage stocks too. Good luck!

As i said from earlier

Tomorrow is the day for bargaining. Go & hunt them.

Nitro 7 · 12 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 4:40 pm

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[quote="RPPA"]

VALUEPICK wrote: Now it is time for food and healthy hot beverage stocks too. Good luck!

RPPA,
Nest?

RPPA · 13 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 4:56 pm

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Nitro 7 wrote:

RPPA wrote:

VALUEPICK wrote: Now it is time for food and healthy hot beverage stocks too. Good luck!

RPPA,
Nest?

Nest is for dividends. The price 2,100/-.For me bit over priced (1,500/- better)

When you buy such a stock. Has to hold for long. So opportunity cost is high in this kind of a market.

In a bearish market super to hold.

As normally these shares not depreciate much compared to other stocks.

EPS · 14 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 7:35 pm

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Accounts soon...250mn for the quarter????

RPPA · 15 Re: WATA - ATTRACTIVE PRICE Fri Oct 17, 2014 10:48 am

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RPPA wrote:

VALUEPICK wrote:As I said before in a major uptrend there will be opportunity in almost all the sectors. This stock stagnated around Rs.10 despite some good results. Why do we see demand for this stock now? It is due to present market situation. Even other plantations stocks also have appreciated at different levels. Recently there were break out for UDPL. Now market players have identified value of that stock too. I believe other plantation stocks also will have rally sooner than later due to great value. On valuations plantation stocks should go up. In additions sector trend is up. Enjoy you trend. Now it is time for food and healthy hot beverage stocks too. Good luck!

As i said from earlier

Tomorrow is the day for bargaining. Go & hunt them.

Can you all remember this on plantations.

All are bargaining for them.

What can i do.

VALUEPICK · 16 Re: WATA - ATTRACTIVE PRICE Fri Oct 17, 2014 11:48 am

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It is time to study personality of each stock in this sector. After UDPL which one has more potential to become breakout stock? Will it be MPRH or BALA? We need not to tell about MADU? It has its own personality different from others. MASK is building some large volume. Personality of BOPL is also different. TPL has systematic run. WATA had splits. During one period WATA outperformed other stocks. During rubber rally KGAL became the leader and it outperformed others. Will UDPL become leader in the group this time? We have to wait and see. BTW I bought few HAPU today. Hard to find stocks at lower levels. ELPL is another star. KOTA MAL, NAMU,AGAL, KAHA and HOPL also have their own rally. Where to do we find great value like this? Good luck!

VALUEPICK · 17 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 1:28 pm

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AAABoy wrote:Symbol - WATA.N
Current Price - Rs. 16/-
Target Price - Rs. 20/-

Watawala Plantain - I hope it must be above Rs. 20/- right now. NAV is Rs. 18.80, Attractive PER 5.58X. EPS for the last quarter was 0.98. Good Dividend Yield 7.5%. They are the leading company in retail Tea sector with Zesta and Wawatawala Kahata. Pls refer there latest financials. Also note that I don't hold a single share. This is just my opinion.

http://www.cse.lk/cmt/upload_report_file/728_1406284278165.pdf

AAABOY

හොයාගේ ඉල්ලකය අද ළඟා උණා. සුබ අනාගතයක්.

Nuwan Samarawickrama · 18 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 3:33 pm

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AAABoy wrote:Symbol - WATA.N
Current Price - Rs. 16/-
Target Price - Rs. 20/-

Watawala Plantain - I hope it must be above Rs. 20/- right now. NAV is Rs. 18.80, Attractive PER 5.58X. EPS for the last quarter was 0.98. Good Dividend Yield 7.5%. They are the leading company in retail Tea sector with Zesta and Wawatawala Kahata. Pls refer there latest financials. Also note that I don't hold a single share. This is just my opinion.

http://www.cse.lk/cmt/upload_report_file/728_1406284278165.pdf

As company has decided to invest in Agarwood it will be more valuable stock in the long term.

RPPA · 19 WATA POOR 2ND QTR RESULTS Mon Oct 27, 2014 5:53 pm

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2nd QTR PAT only Rs.32Mn dwn by 64% against same QTR last year.For some reason their cost of sales increased by whooping 46%.

So 6M EPS 1.11 Per share.

This is hard to believe with the attractive tea prices. So tomorrow share price may fall.

SM2014 · 20 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 6:16 pm

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RPPA wrote:2nd QTR PAT only Rs.32Mn dwn by 64% against same QTR last year.For some reason their cost of sales increased by whooping 46%.

So 6M EPS 1.11 Per share.

This is hard to believe with the attractive tea prices. So tomorrow share price may fall.

Tea segment is loss. This may lead to drop plantation sector shares. Even tea prices are low compared to last quarter

Gainer · 21 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 6:46 pm

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Then Plantation stocks Question

EPS · 22 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 7:10 pm

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As per my news line, no major improvement in tea & rubber results.
Will see comming days.

RPPA · 23 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 10:33 pm

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RPPA wrote:2nd QTR PAT only Rs.32Mn dwn by 64% against same QTR last year.For some reason their cost of sales increased by whooping 46%.

So 6M EPS 1.11 Per share.

This is hard to believe with the attractive tea prices. So tomorrow share price may fall.

Anybody understand the reason why the cost of sales increased by 46% of WATA.

Tea
Tea sector reported a gross loss of LKR 5.5 Mn for 1HFY15 compared to gross loss of LKR 131 Mn recorded in the same period last year. Net Loss before Tax stood at LKR 154 Mn compared to Net Loss of LKR 234 Mn in 1HFY14.
Overall volumes saw an increase, recording 5.29 Mn kg during 1HFY15 vs.4.33 Mn Kg in 1HFY14.

SHARK aka TAH · 24 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 10:46 pm

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Well done EPS you hit the Nail Very Happy

Dr Stock · 25 Re: WATA - ATTRACTIVE PRICE Tue Oct 28, 2014 12:40 am

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i cant 100% agree with RPPAs statement.
There s is a decline of profits compare to last quarter.
thats true.
But if we rake overall 6 months , compare to last year
profits have gone up by 164 Mn ( 166% ).
compare to last year 6 month EPS 0.41 this year 6 month EPS is 1.11.
Compare to financial statements 2014/3/31,
Current and non current liabilities have gone down.
total equity gone up and asset column gone up and
Book value has gone up from 17.82 to 18.43.

look at the net cash flow from operating activities.
period ended in 2013 sep it was 25,692 but this year
595,707.

I dont see any valid reason to fall share price.
False Alarm !

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WATA - ATTRACTIVE PRICE

1 WATA - ATTRACTIVE PRICE Fri Sep 05, 2014 9:46 am

AAABoy

2 Re: WATA - ATTRACTIVE PRICE Fri Sep 05, 2014 12:39 pm

MARKETWATCH2

3 Re: WATA - ATTRACTIVE PRICE Tue Sep 23, 2014 12:53 pm

VALUEPICK

4 Re: WATA - ATTRACTIVE PRICE Tue Sep 23, 2014 6:35 pm

EPS

5 Re: WATA - ATTRACTIVE PRICE Fri Sep 26, 2014 10:08 am

SuckingRumor

6 Re: WATA - ATTRACTIVE PRICE Fri Sep 26, 2014 11:45 am

Lawwa

7 World Palm Oil prices Fri Sep 26, 2014 1:39 pm

SS

8 Re: WATA - ATTRACTIVE PRICE Thu Oct 02, 2014 1:30 pm

SuckingRumor

9 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 2:07 pm

SuckingRumor

10 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 2:30 pm

VALUEPICK

11 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 2:58 pm

RPPA

12 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 4:40 pm

Nitro 7

13 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 4:56 pm

RPPA

14 Re: WATA - ATTRACTIVE PRICE Thu Oct 16, 2014 7:35 pm

EPS

15 Re: WATA - ATTRACTIVE PRICE Fri Oct 17, 2014 10:48 am

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16 Re: WATA - ATTRACTIVE PRICE Fri Oct 17, 2014 11:48 am

VALUEPICK

17 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 1:28 pm

VALUEPICK

18 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 3:33 pm

Nuwan Samarawickrama

19 WATA POOR 2ND QTR RESULTS Mon Oct 27, 2014 5:53 pm

RPPA

20 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 6:16 pm

SM2014

21 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 6:46 pm

Gainer

22 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 7:10 pm

EPS

23 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 10:33 pm

RPPA

24 Re: WATA - ATTRACTIVE PRICE Mon Oct 27, 2014 10:46 pm

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25 Re: WATA - ATTRACTIVE PRICE Tue Oct 28, 2014 12:40 am

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26 Re: WATA - ATTRACTIVE PRICE

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