I am entering Plantations! This is my first Pick!

Sstar · 1 I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 6:52 pm

Sstar

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Talawalkele Plantation (TPL) currently trading at Rs 33/=

I am entering Plantations! This is my first Pick! Screen64

I am entering Plantations! This is my first Pick! Screen65

I am entering Plantations! This is my first Pick! Screen66

SHARK aka TAH · 2 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:02 pm

SHARK aka TAH

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TPL will have some leg to appreciate n good pick

SHARK aka TAH · 3 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:03 pm

SHARK aka TAH

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How about KOTA I advise to collect at least 10000 star around 35rs.

MAKARA · 4 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:25 pm

MAKARA

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tell me some thing about MAL MR SHARK flower

Wessa123 · 5 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:38 pm

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Rubber prices are low , only tea plantations will give profits in the next Q . Udupussswelawa is good choice but had never given dividends

D.G.Dayaratne · 6 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 8:08 pm

D.G.Dayaratne

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TPL cash flow is negative

SHARK aka TAH · 7 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 8:50 pm

SHARK aka TAH

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Wessa123 wrote:Rubber prices are low , only tea plantations will give profits in the next Q . Udupussswelawa is good choice but had never given dividends

That means KOTA reflecting current situation, so before things look brighter better to BUY now know Very Happy

Wessa123 · 8 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 8:58 pm

Wessa123

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Wessa123 wrote:
Rubber prices are low , only tea plantations will give profits in the next Q . Udupussswelawa is good choice but had never given dividends
That means KOTA reflecting current situation, so before things look brighter better to BUY now know

Will be a long wait , given the market sentiment don't u think it's better to buy something else

Dr Stock

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Im collecting WATA .

windi5

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I go for HOPL,they grow palm as well.

indi009

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How about ELPL??

Eng Krishantha

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MADU, TPL & KOTA
Good to collect...

Market R

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KOTA,HOPL,MADU,WATA

Sstar

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Thanks for comments. TPL seems to have <1 PEG ratio. Annualized EPS around 6 and NAV of 63/=. KOTA and WATA also looks good. I like to see the rain and good times for plantation companies in the future.

aero

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go with tea plantations only...

sapumal

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Avoid rubber plantations KGAL, KOTA, ... Rubber prices are sinking due to continuous over supply in Thiland and Indonesia

schemer

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i think rubber price dip has already dipped the prices of kgal and namu.all these already reflected in the share prices.if we can keep this for some time I think current share price is ok .

suja

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I would say it is too early. If you are entering buy rubber and tea together. If rubber prices are low and that's the reason for the price of the share to go down that's the reason to buy. History has educated us that the price of rubber will go up substantially after 2 years of lull.

MARKETWATCH2

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TPL-UDPL-MPRH three bests ones in the lot. Follow the trend. Prepare for the second wave. Identify the support.

VALUEPICK

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Sstar wrote:Talawalkele Plantation (TPL) currently trading at Rs 33/=

I believe it is time to focus on neglected counters, pullback stocks or stocks which are having temporary pause. Plantations sector is one of the sectors to follow from now onwards until end of great bull market as this sector has more valuations and good prospects for quality healthy tea globally. Different tea companies have different types of world best high quality tea more. For example Talawakele and Maskeliya are famous for western high grown tea. UDPL is famous for some high quality tea including high grown and high quality CTC Tea. BALA, MADU and NAMU have some of the world best UVA season tea. BOPL also is famous for high quality high grown tea in addition to their green tea. These tea companies have low grown and medium grown tea as well. Then other tea related companies such as KOTA, WATA, MAL, HOPL and ELPL also have some of the best quality tea in their plantations. These plantation companies have lot of plans such as self sufficiency in energy, cash crops including cultivation of fruits and spices in their bare land, more value added products, expansion of timber cultivations and firewood etc. We have to wait and see.

All time high in selected plantations stocks

TPL Rs.55/-
BOPL RS.77/-
MPRH Rs. 96/-
BALA Rs.77.50
UDPL Rs.66/-
KOTA Rs. 230/-
MADU Rs. 37/-
MASK Rs. 74.75/-
WATA Rs.330/-
ELPL Rs.140/-

If I am correct both WATA and ELPL had share splits in the past.

As long as bull market is there enjoy the great rally! Second phase of bull market can last for a longer period and that is where we will see some of the strongest rallies. Good luck!

D.G.Dayaratne

D.G.Dayaratne

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Kegalla

Rubber 55 %

Tea coconut and other 45%

NAV 133.70

Good dividend record

Why present Price Rs 98.00 ?

VALUEPICK

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D.G.Dayaratne wrote:Kegalla

Rubber 55 %

Tea coconut and other 45%

NAV 133.70

Good dividend record

Why present Price Rs 98.00 ?

I completely forgot about some coconut plantations in companies such as KGAL and UDPL etc. KGAL has one of the best balance sheets among plantations companies. We can expect some upside for this counter as long as major up trend is intact. We can see even loss making companies have appreciated by more than 100% due to current market trend. Stocks prices are going up these days not because of earnings only. They are gong up due to current market situation. Otherwise how do we see rapid appreciation of share prices of loss making and some companies having extended P/E ratios? Therefore why not KGAL? In a weak market even share prices of profit making companies will go down.?

zoozzoo

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what do you think about BALA.N, i think it's trading at a discount. as their quarterly report NAV is 120.03 and EPS 2.42. currently trading at 30.40

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SLFINANCEWATCH

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Mal.n nd Mal.x will be a good short/ mid term invstment..

prabath

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I am entering Plantations! This is my first Pick!

1 I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 6:52 pm

Sstar

2 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:02 pm

SHARK aka TAH

3 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:03 pm

SHARK aka TAH

4 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:25 pm

MAKARA

5 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 7:38 pm

Wessa123

6 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 8:08 pm

D.G.Dayaratne

7 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 8:50 pm

SHARK aka TAH

8 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 8:58 pm

Wessa123

9 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 10:07 pm

Dr Stock

10 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 10:08 pm

windi5

11 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 10:18 pm

indi009

12 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 11:24 pm

Eng Krishantha

13 Re: I am entering Plantations! This is my first Pick! Mon Sep 08, 2014 11:30 pm

Market R

14 Re: I am entering Plantations! This is my first Pick! Tue Sep 09, 2014 8:41 am

Sstar

15 Re: I am entering Plantations! This is my first Pick! Tue Sep 09, 2014 9:14 am

aero

16 Re: I am entering Plantations! This is my first Pick! Tue Sep 09, 2014 9:50 am

sapumal

17 Re: I am entering Plantations! This is my first Pick! Tue Sep 09, 2014 10:43 am

schemer

18 Re: I am entering Plantations! This is my first Pick! Tue Sep 09, 2014 10:49 am

suja

19 Re: I am entering Plantations! This is my first Pick! Tue Sep 09, 2014 11:03 am

MARKETWATCH2

20 Re: I am entering Plantations! This is my first Pick! Wed Sep 10, 2014 11:30 am

VALUEPICK

21 Re: I am entering Plantations! This is my first Pick! Thu Sep 11, 2014 9:53 am

D.G.Dayaratne

22 Re: I am entering Plantations! This is my first Pick! Thu Sep 11, 2014 10:52 am

VALUEPICK

23 Re: I am entering Plantations! This is my first Pick! Tue Sep 23, 2014 4:21 pm

zoozzoo

24 Re: I am entering Plantations! This is my first Pick! Tue Sep 23, 2014 9:00 pm

SLFINANCEWATCH

25 Re: I am entering Plantations! This is my first Pick! Wed Sep 24, 2014 4:59 am

prabath

26 Re: I am entering Plantations! This is my first Pick!

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