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Sri Lanka Equity Forum » Stock Market Talk » C M HOLDINGS PLC (COLO.N0000)

C M HOLDINGS PLC (COLO.N0000)

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61C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty COLO : the journey to 150/= on Thu Dec 12, 2019 4:30 pm

Jay-Jay


Senior Equity Analytic
Senior Equity Analytic
,

No turning back .   its moving towards Rs 150/=


Technical charts indicate a long and steady run.



C M HOLDINGS PLC (COLO.N0000) - Page 4 99_col10

C M HOLDINGS PLC (COLO.N0000) - Page 4 99_col13

62C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Thu Dec 12, 2019 4:41 pm

Jay-Jay


Senior Equity Analytic
Senior Equity Analytic
https://i.servimg.com/u/f10/20/08/80/12/99_col14.jpg
C M HOLDINGS PLC (COLO.N0000) - Page 4 99_col14

63C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty C M HOLDINGS PLC (COLO.N0000) on Mon Jun 01, 2020 2:04 pm

Riz123


Equity Analytic
Equity Analytic
Hi buddies, anyone knows any news update about the property/land revaluation of COLO

64C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jun 01, 2020 2:40 pm

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Hi. Parent CFLB has nearly 1acre freehold  land in the heart of fort (York Arcade Building). Any news?
Also exit from KIA perfect. Now assets rich (land + equity portfolio).

65C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jun 01, 2020 10:14 pm

Riz123


Equity Analytic
Equity Analytic
@Kipling wrote:Hi. Parent CFLB has nearly 1acre freehold  land in the heart of fort (York Arcade Building). Any news?
Also exit from KIA perfect. Now assets rich (land + equity portfolio).
Thanks buddy,, my brocker recomended this @ 42 but i missed the bus anyhow i bought this @ 47 expecting it mayl give 30% to 40% return within next 6 months. all the best

66C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jun 02, 2020 7:22 am

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Riz. Colo nav 190 plus & that is share portfolio @ December prices. Union Place land almost 1 acre. CFLB 60% hold on Colo. Big drag on this group (losses & debt) plantations though plantations might become a winner in current context.

67C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jun 02, 2020 1:23 pm

maalinda


Manager - Equity Analytics
Manager - Equity Analytics
return to shareholders very less in this group.

68C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty COLO - C M Holdings on Wed Jun 24, 2020 10:43 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic



COLO seem to be in an attractive price .

This months trading ( below list ) indicates a gradual collection of the share . We may see a sudden spike in the price within next few days.

Performance of CM Holding  

Date           Close   High Low    Chg   VolumeTurnoverEXRSI

















2020-06-0151.7051.7048.000.507,401358,385 50.14
2020-06-0251.7051.0047.500.00221,115 59.60
2020-06-0345.1049.8045.00-6.603,650164,666 53.96
2020-06-0445.1049.0049.000.00149 58.61
2020-06-0849.9051.7046.504.802,058102,699 58.33
2020-06-0948.4049.9045.90-1.506,357300,463 55.73
2020-06-1047.7050.0047.50-0.701,60076,504 53.50
2020-06-1150.0051.5048.502.305,036251,651 61.22
2020-06-1250.0051.1048.000.002,617130,167 53.82
2020-06-1551.0052.8051.001.004,417225,458 60.64
2020-06-1652.2052.5050.101.2044823,261 57.02
2020-06-1752.0052.5050.00-0.203,349174,223 59.09
2020-06-1850.0052.5050.00-2.003,555177,854 48.36
2020-06-1950.1050.3050.000.103,150157,635 47.37
2020-06-2252.0052.5049.001.9014,553742,133 50.67
2020-06-2352.8055.0052.000.805,899311,087 52.38

69C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jun 24, 2020 1:38 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
Why COLO ???


1) COLO dividend date getting close by .

2) Financials turned around from last 2 Quarters. EPS turned to a Positive numeric.

3) 750 Mn cash in hand. ( from KIA sale )

4) 1.2 Acre Land attracted by investors. Possible mixed development project will start within a Year.

5) NAV just above the 200.

6) Rally towards Rs 150 / - in last year abandoned due to the PANDEMIC will regain the momentum sooner.

70C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty C M HOLDINGS PLC (COLO.N0000) on Wed Jun 24, 2020 1:58 pm

jason12


Equity Analytic
Equity Analytic
@Jay-Jay wrote:,

No turning back .   its moving towards Rs 150/=


Technical charts indicate a long and steady run.



C M HOLDINGS PLC (COLO.N0000) - Page 4 99_col10

C M HOLDINGS PLC (COLO.N0000) - Page 4 99_col13
Can you pls provide DMI,Parabolic SAR and ichimoku charts and explain why u said no turning back .its moving towards Rs 150/=

Thanks

71C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jun 24, 2020 4:07 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@Jason12

Referred Graphs could explain the current sentiment of the Equity while predicting short term possibilities.

But my prediction was based on some information going around and the strong Assets belong to the company.

In fact one information was that JKH eying the prime land pot for a co-development.

One rumor was that COLO is planning another company buy-out which was almost done just before COVID.


Also I wonder what investments they have done with the Rs 750 Mn money on their hands.  Haven't they purchased COMB @ 55/-  and JKH @ 80/-  SAMP @ 100/-  at the bottom of the  CoVid hit market .  If they've done so whats their return would be.

I am expecting a Rs 6/-  dividend in this AUG.

Just before the start of "Yahapalanya" COLO was trading around  Rs 150 /= .

72C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jun 24, 2020 5:08 pm

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JJ 
You are making a solid case. I also heard that many equity investments made by COLO with 750mn. 
CFLB also holds freehold prime 1 acre land in heart of fort. Directors buying rights & shares in large quantities. Rumor that Plantation May go. Other businesses in solid  turnaround. Interest cost will plummet. No need to comment further.

73C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty C M HOLDINGS PLC (COLO.N0000) on Wed Jun 24, 2020 5:38 pm

jason12


Equity Analytic
Equity Analytic
@Jay-Jay wrote:@Jason12

Referred Graphs could explain the current sentiment of the Equity while predicting short term possibilities.

But my prediction was based on some information going around and the strong Assets belong to the company.

In fact one information was that JKH eying the prime land pot for a co-development.

One rumor was that COLO is planning another company buy-out which was almost done just before COVID.


Also I wonder what investments they have done with the Rs 750 Mn money on their hands.  Haven't they purchased COMB @ 55/-  and JKH @ 80/-  SAMP @ 100/-  at the bottom of the  CoVid hit market .  If they've done so whats their return would be.

I am expecting a Rs 6/-  dividend in this AUG.

Just before the start of "Yahapalanya" COLO was trading around  Rs 150 /= .
Ok i understand u have a valid point which needs to be confirmed with solid evidence in future.

Thanks

74C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Thu Jun 25, 2020 12:10 am

Riz123


Equity Analytic
Equity Analytic
@Jay-Jay wrote:@Jason12

Referred Graphs could explain the current sentiment of the Equity while predicting short term possibilities.

But my prediction was based on some information going around and the strong Assets belong to the company.

In fact one information was that JKH eying the prime land pot for a co-development.

One rumor was that COLO is planning another company buy-out which was almost done just before COVID.


Also I wonder what investments they have done with the Rs 750 Mn money on their hands.  Haven't they purchased COMB @ 55/-  and JKH @ 80/-  SAMP @ 100/-  at the bottom of the  CoVid hit market .  If they've done so whats their return would be.

I am expecting a Rs 6/-  dividend in this AUG.

Just before the start of "Yahapalanya" COLO was trading around  Rs 150 /= .
cheers cheers cheers cheers cheers cheers cheers

75C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Thu Jun 25, 2020 12:52 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@Kipling wrote:JJ 
You are making a solid case. I also heard that many equity investments made by COLO with 750mn. 
CFLB also holds freehold prime 1 acre land in heart of fort. Directors buying rights & shares in large quantities. Rumor that Plantation May go. Other businesses in solid  turnaround. Interest cost will plummet. No need to comment further.

Yes I heard that .

Plantation segment of CFLB has a buyer as per the rumors.

Buyer is LOLC it seems.

We'll get to know sooner.

Kipling likes this post

76C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Thu Jun 25, 2020 2:29 pm

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JJ
Thanks for the response. 
Once Plantation out huge part of losses & debt out. Further volatility in earnings will be removed. 
Other SBUs solid including FMCG & Pharma.  Land & equity holdings will boom. Interest cost plummet. Look at market cap of a 40bn group TO company. What is your view on my comments above. Thanks.

77C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Thu Jun 25, 2020 3:28 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@Kipling wrote:JJ
Thanks for the response. 
Once Plantation out huge part of losses & debt out. Further volatility in earnings will be removed. 
Other SBUs solid including FMCG & Pharma.  Land & equity holdings will boom. Interest cost plummet. Look at market cap of a 40bn group TO company. What is your view on my comments above. Thanks.


I too in the same opinion .

CFLB has two prime plots of lands with YORK and COLO which worth a fortune.   Can you imagine the price appreciation of both the lands with the ongoing FORT CITY project.

78C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Fri Jun 26, 2020 1:56 pm

Hope123


Senior Equity Analytic
Senior Equity Analytic
COLO has been stagnated for a long time now.

79C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jun 29, 2020 10:34 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
If somebody missed ...


                       Quarter ended            Quarter ended  
                              31 Dec 2018               31 Dec 2019

         EPS             Rs  0.22                       Rs 1.51  


 
                      Nine Months ended       Nine Months ended
                                31 Dec 2018               31 Dec 2019

         EPS              Rs  5.18                      Rs 41.69

Kipling likes this post

80C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jun 29, 2020 10:40 am

Hope123


Senior Equity Analytic
Senior Equity Analytic
Wow Jay Jay, this is useful. Thanks mate

81C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jun 29, 2020 11:30 am

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JJ
Any news when CFLB plantation disposal will be done.

82C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jun 29, 2020 12:37 pm

Hope123


Senior Equity Analytic
Senior Equity Analytic
it looks slowly buying pressure building up.

83C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jun 30, 2020 11:15 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@Kipling wrote:JJ
Any news when CFLB plantation disposal will be done.

No confirmed news yet.

But the trading pattern is very peculiar.

Also directors started to buy.

84C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jun 30, 2020 11:19 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@Jay-Jay wrote:If somebody missed ...


                       Quarter ended            Quarter ended  
                              31 Dec 2018               31 Dec 2019

         EPS             Rs  0.22                       Rs 1.51  


 
                      Nine Months ended       Nine Months ended
                                31 Dec 2018               31 Dec 2019

         EPS              Rs  5.18                      Rs 41.69


Now then the CFVF is trading at 52 - 53  region .

CFVF book value is Rs 42/- while EPS Rs 13.70


COLO has a book value of Rs 190/-  ( without a revaluation to their land for last thirteen years )


If so .... my point is ......  what is the price of COLO should be by now ...?

Riz123 likes this post

85C M HOLDINGS PLC (COLO.N0000) - Page 4 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jun 30, 2020 12:04 pm

Riz123


Equity Analytic
Equity Analytic
You are 100% right Jay Jay we cannot predict that when this will reach to its real value, but its is obvious who invest in this kind of fundamentally valuable share
Will be the definitely winners, may be couple of days, couple of weeks or couple of months but don’t worry bcz you have collected diamonds not stones.
Keep collecting…. all the best

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