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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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81C M HOLDINGS PLC (COLO.N0000) - Page 5 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 5 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 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jun 30, 2020 11:15 am

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

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 5 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

86C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jul 01, 2020 10:16 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
CFVF run will come to the end today.

LOLC not attractive any more. Rusi and Nimal bought big quantities @ 103/= ,  112/= levels will dump big quantities at any moment.

Banks are not attractive at current price levels and all are x-D .

TKYO and AEL not in a good position to move further as big quantities traded at lower prices within last two months.  Most probably we may see a run in both the counters after the general election.

Cable companies in the same boat of "Construction " segment.

- - - - - - - - - - - - - - - - - - - - - - - - - - -


Market should find some new horses to run the show in JUL .


There are two possibilities pending according to my analysis.


1) Property & Land segment

    -  CLND
    -  CFLB
    -  YORK
    -  COLO

2)  Investment Co.  segment

 
    -  CINV
    -  GUAR
    -  COLO


Both the segments should appreciate by 50 % in a shorter time period.

npgslnawa and Kipling like this post

87C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jul 01, 2020 12:56 pm

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JJ
Please monitor situation on CFLB Plantation disposal. 
Let us know any update you get. 
I hear talks on & progressing. 
Once exit done, CFLB will skyrocket. 
Note directors mopping up.

88C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Fri Jul 03, 2020 10:05 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@Hope123 wrote:it looks slowly buying pressure building up.

June month's buying seems very healthy at this price levels.


https://i.servimg.com/u/f10/20/08/80/12/9910.jpg
C M HOLDINGS PLC (COLO.N0000) - Page 5 9910

89C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jul 06, 2020 9:45 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
Its few more days for the Dividend announcement.


Although last two times 2/- was announced ,  this time can expect the normal 6/= or more than that .


In the next financial reports turn around results will be stated.

90C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jul 06, 2020 10:56 am

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JJ
Any news on CFLB Plantation disposal?

91C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jul 06, 2020 12:19 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
Superb buying pressure .......

Something must be close by.

92C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 12:02 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
ORDER BOOK























SplitsBidQtyBidPrice
11,20055.50
210,10055.00
21,04054.00
32,35052.00
31,00551.80
31,05051.60
31,10051.20
41,06551.00
216,00048.00




















AskPriceAskQtySplits
56.00 1,1502
56.50 2,4141
56.70 1441
57.00 1,9101
58.00 1,7801
58.50 1,0001
60.00 1,5002
62.00 2,0001

93C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 12:38 pm

Hope123


Senior Equity Analytic
Senior Equity Analytic
58.50 bro

94C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 3:35 pm

npgslnawa


Senior Equity Analytic
Senior Equity Analytic
@Jay jay
Your prediction is proving to be correct.  It was fantastic.  I look forward to your comment.

95C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 6:19 pm

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JJ
Great. 
Await your feedback on CFLB which was among the 6 shares (cflb York colo clnd guar cinv)you identified for a major rerating.

96C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 7:04 pm

dayandacool


Senior Equity Analytic
Senior Equity Analytic
Only thing which worries me is the Volume. Even during todays trade session, volumes weren't big enough. again, that's just my opinion.  Surprised but kudos to JJ for getting it right.

97C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 8:50 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@dayandacool wrote:Only thing which worries me is the Volume. Even during todays trade session, volumes weren't big enough. again, that's just my opinion.  Surprised but kudos to JJ for getting it right.

if you had followed COLO from last December 2019.........
I am surprised seeing people selling at this price levels.  I believe all selling taken place in last few months were at a " huge loss " as 90% of the share volume own by retailers are at a average price of Rs 80/= .  Just because COLO was stagnating for a while and some hot races by COMB / SAMP  followed by LOLC then CFVF retailers lost their patience and sold COLO at a deep discounted price. 

My calculation is that retail pressure on sale side is over and we are in the upward momentum.  

Now 3 phases to be taken place like ...

  1)  moving to Rs 80/= in a  very shorter period of time
  
  2) then accumulation phase till Rs 120/=

  3) stablishing the price around Rs 150 /=



Very soon we may see the dividend announcement .
can suspect Rs  6 - 10 with a Script dividend or a Bonus .


-----

My point is that dont worry about the volume at current price levels .  We cannot see higher volumes until COLO complete the phase 1.


.
.

98C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 8:58 pm

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Thanks for the excellent & detailed analysis, JJ.
CFLB owns 64% of Colo.
CFLB group has HUGE equity portfolio held through Colo & other group entities. Just look at colo 2019 AR to see details given in note 11.
I do not need to mention the group land bank.
JJ - You saw the hidden gem before anyone else.

99C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Tue Jul 07, 2020 9:17 pm

Hope123


Senior Equity Analytic
Senior Equity Analytic
@Jay-Jay wrote:
@dayandacool wrote:Only thing which worries me is the Volume. Even during todays trade session, volumes weren't big enough. again, that's just my opinion.  Surprised but kudos to JJ for getting it right.

if you had followed COLO from last December 2019.........
I am surprised seeing people selling at this price levels.  I believe all selling taken place in last few months were at a " huge loss " as 90% of the share volume own by retailers are at a average price of Rs 80/= .  Just because COLO was stagnating for a while and some hot races by COMB / SAMP  followed by LOLC then CFVF retailers lost their patience and sold COLO at a deep discounted price. 

My calculation is that retail pressure on sale side is over and we are in the upward momentum.  

Now 3 phases to be taken place like ...

  1)  moving to Rs 80/= in a  very shorter period of time
  
  2) then accumulation phase till Rs 120/=

  3) stablishing the price around Rs 150 /=



Very soon we may see the dividend announcement .
can suspect Rs  6 - 10 with a Script dividend or a Bonus .


-----

My point is that dont worry about the volume at current price levels .  We cannot see higher volumes until COLO complete the phase 1.


Thanks Jay Jay
Super stuff. Trust this would move in next couple of days time. Great follow up. 

.

100C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jul 08, 2020 12:53 am

dayandacool


Senior Equity Analytic
Senior Equity Analytic
@Hope123 wrote:
@Jay-Jay wrote:
@dayandacool wrote:Only thing which worries me is the Volume. Even during todays trade session, volumes weren't big enough. again, that's just my opinion.  Surprised but kudos to JJ for getting it right.

if you had followed COLO from last December 2019.........
I am surprised seeing people selling at this price levels.  I believe all selling taken place in last few months were at a " huge loss " as 90% of the share volume own by retailers are at a average price of Rs 80/= .  Just because COLO was stagnating for a while and some hot races by COMB / SAMP  followed by LOLC then CFVF retailers lost their patience and sold COLO at a deep discounted price. 

My calculation is that retail pressure on sale side is over and we are in the upward momentum.  

Now 3 phases to be taken place like ...

  1)  moving to Rs 80/= in a  very shorter period of time
  
  2) then accumulation phase till Rs 120/=

  3) stablishing the price around Rs 150 /=



Very soon we may see the dividend announcement .
can suspect Rs  6 - 10 with a Script dividend or a Bonus .


-----

My point is that dont worry about the volume at current price levels .  We cannot see higher volumes until COLO complete the phase 1.


Thanks Jay Jay
Super stuff. Trust this would move in next couple of days time. Great follow up. 

I can take your explanation for less volumes for the time being. will continuously monitor this and if the said levels can be achieved, it will be marvelous  Smile

101C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jul 13, 2020 1:02 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
Great time for Shopping COLO .

Very high unlikely COLO goes down with the Market , as average price per share for 99% holders are around Rs 80/= .

Very less amount of shares in the " Float of the Market " .
( its very difficult to collect 10,000 shares without appreciating the share by Rs 10/= )

When ever market goes down its a opportunity for COLO company to make some investments as they are CASH RICH much as Rs 750 Mn .   Every time market goes down in panic ,  COLO gets an opportunity and a huge PROFIT when the market re-bounces.



.

Riz123 likes this post

102C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jul 20, 2020 2:02 pm

Kipling


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JJ
Large quantity of Parent traded. Any news

103C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Mon Jul 20, 2020 3:47 pm

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
@Kipling wrote:JJ
Large quantity of Parent traded. Any news


Seems to be Parent is injecting some fresh blood in. They were hungry for funds for last few quarters.

According to the some news I heard they had a major re-structural plan which held back temporary until the current situation of Covid19 ease off and settled up to a some extent.

We may sooner hear something big, I guess.

Kipling and Riz123 like this post

104C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jul 22, 2020 10:12 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
Yesterday COLO order book witnessed a peculiar turn-around.

Large (fake) seller seen from last week (at Rs 60/-) disappeared and a new buyer appeared at Rs 50.70 .

Selling not to be seen except the identified fakes whom I have tracked for last two weeks .


There should be some buying today upto Rs 60/=  and if 60/- clear offs then its some NEWS .

''

Riz123 likes this post

105C M HOLDINGS PLC (COLO.N0000) - Page 5 Empty Re: C M HOLDINGS PLC (COLO.N0000) on Wed Jul 22, 2020 11:36 am

Jay-Jay

Jay-Jay
Senior Equity Analytic
Senior Equity Analytic
as of 11.35 am today.

Order Book
AskPriceAskQtySplits
54.00 1041
54.50 9991
54.90 51
58.00 3422
59.80 51
60.00 6,2863
SplitsBidQtyBidPrice
110051.40
120051.30
140051.20
111051.10
21,60051.00
15,00050.70
150050.50
252050.00
12,00049.50
11,00048.50

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