Guys dont panic tomorrow

NZ BOY · 1 Guys dont panic tomorrow Thu Jan 29, 2015 7:55 pm

NZ BOY

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Guys dont panic tomorrow

their will be some panic situation tomorrow morning

fireshelter · 2 Re: Guys dont panic tomorrow Thu Jan 29, 2015 8:22 pm

fireshelter

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Why What's the reason for that

kash1989 · 3 Re: Guys dont panic tomorrow Thu Jan 29, 2015 8:38 pm

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But i think this time is not good for investment

fireshelter · 4 Re: Guys dont panic tomorrow Thu Jan 29, 2015 8:42 pm

fireshelter

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Market will be ok after stable JKH

Gainer · 5 Re: Guys dont panic tomorrow Thu Jan 29, 2015 9:10 pm

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Tomorrow CSE it will move up more than ASI 50 +

Last edited by Gainer on Thu Jan 29, 2015 9:49 pm; edited 2 times in total

buddhika.naween · 6 Re: Guys dont panic tomorrow Thu Jan 29, 2015 9:20 pm

buddhika.naween

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Gainer...
A u sure about this.....
As I think tomorrow will be dark red.their policy is directly interfering to most of cmpnys.most of them lost 25% from the profits

dsam · 7 Re: Guys dont panic tomorrow Thu Jan 29, 2015 9:26 pm

dsam

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market will red few days

EquityChamp · 8 Re: Guys dont panic tomorrow Thu Jan 29, 2015 9:54 pm

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Hi guys, main thing is not to worry. We know some hanky panky can happen after the presidential election till parliament election. Now the situation will be one time adjustment.

The 25% tax imposed will be one time as I have learned. And the budget speech tells these are effective for three months till April.

Tomorrow they will be price reductions in most of the blue chip counters. The worst hit will be DIAL, JKH, CTC, COMB and DIST since they are the most profitable companies. The price drop will be temporary,. Once the market is reacted then the prices will be adjusted.

So keep your eyes open. Look for bargain opportunities . Be ready to buy these sound counters at 5%-10% discount if possible. All will be winners when the market turn around.

NZ BOY · 9 Re: Guys dont panic tomorrow Thu Jan 29, 2015 11:55 pm

NZ BOY

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Positives Very Happy
This budget targets to reduce prices essential items. Together with the reduced prices of fuel and gasses and the likely reduction in electricity prices as said by Finance Minister will bring down the inflation further. This will positively affect the businesses in terms of low cost, low interest rates and favorable exchange rates

Negatives Rolling Eyes
The proposals to increase revenue will have an impact to some of the sectors but not all as below.
a) Banking & Finance - The largest hit can be expected since most of them earns more than 2bn profit so the super gain tax will reduce this years profit. On top of that the reduced interest rates on credit cards will reduce the margins from this business but there can be a huge volume increase.
Counters to look for bargain prices are COMB, HNB, NDB, DFCC, NTB, SAMP, CFIN, COCR, CINS, LFIN

b) Food and beverage - The super gain tax will hit the share prices of the following counters
CTC, NEST

c) Diversified - Super gain tax and casino fee impact
Counters for bargain will be JKH, HAYL, DIST, VONE, SPEN

d) Manufacturing - Super gain tax impact for the counters such as LLUB, TKYO, RCL

e) Power & Energy - Super gain tax impact on LIOC

f) Telecommunication - Super gain tax plus the charge on satellite TV business and the removal of tax on reloads
Both DIAL & SLTL to be impacted

These shares will come down but will recover earlier than expected since these are one off nature. So the opportunity exists to collect at lower prices.

Another important point is that when the overall market comes down due to the big players the small players with sound financials will also come down. You must not let go this opportunity as well. Because when the market recovers these are the once that will come back to their original prices in no time. Some of the counters to watch are SIRA, VPEL, GLAS, GREG, SFIN, VFIN, AAF, BIL, RICH.

This is my analysis and my advice to you. Happy trading.
good one
posted by Equity champ

aran · 10 Re: Guys dont panic tomorrow Fri Jan 30, 2015 2:25 pm

aran

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NZ BOY wrote:Positives Very Happy
This budget targets to reduce prices essential items. Together with the reduced prices of fuel and gasses and the likely reduction in electricity prices as said by Finance Minister will bring down the inflation further. This will positively affect the businesses in terms of low cost, low interest rates and favorable exchange rates

Negatives Rolling Eyes
The proposals to increase revenue will have an impact to some of the sectors but not all as below.
a) Banking & Finance - The largest hit can be expected since most of them earns more than 2bn profit so the super gain tax will reduce this years profit. On top of that the reduced interest rates on credit cards will reduce the margins from this business but there can be a huge volume increase.
Counters to look for bargain prices are COMB, HNB, NDB, DFCC, NTB, SAMP, CFIN, COCR, CINS, LFIN

b) Food and beverage - The super gain tax will hit the share prices of the following counters
CTC, NEST

c) Diversified - Super gain tax and casino fee impact
Counters for bargain will be JKH, HAYL, DIST, VONE, SPEN

d) Manufacturing - Super gain tax impact for the counters such as LLUB, TKYO, RCL

e) Power & Energy - Super gain tax impact on LIOC

f) Telecommunication - Super gain tax plus the charge on satellite TV business and the removal of tax on reloads
Both DIAL & SLTL to be impacted

These shares will come down but will recover earlier than expected since these are one off nature. So the opportunity exists to collect at lower prices.

Another important point is that when the overall market comes down due to the big players the small players with sound financials will also come down. You must not let go this opportunity as well. Because when the market recovers these are the once that will come back to their original prices in no time. Some of the counters to watch are SIRA, VPEL, GLAS, GREG, SFIN, VFIN, AAF, BIL, RICH.

This is my analysis and my advice to you. Happy trading.
good one
posted by Equity champ