ACL Analysts report

There is an analyst's report for ACL which gives a buy recommendation. The share is very much ready to move. But I can't unable to upload it due to an error saying 'could not upload file: exceeded total storage space (Free space : 41). the file is only 418 kb.

EquityChamp wrote:There is an analyst's report for ACL which gives a buy recommendation. The share is very much ready to move. But I can't unable to upload it due to an error saying 'could not upload file: exceeded total storage space (Free space : 41). the file is only 418 kb.

ACL -Don't sell @ low it will up 150 level 
Soon

Yes. ACL was one of the highest undervalued share in SCE for a long time. Why it didn't move is that it needs more institutional buying to move it as solely retailers can't drive it. Now it is moving and I think sooner it will find its true value. This was long overdue.

EquityChamp wrote:Yes. ACL was one of the highest undervalued share in SCE for a long time. Why it didn't move is that it needs more institutional buying to move it as solely retailers can't drive it. Now it is moving and I think sooner it will find its true value. This was ling overdue.

It's good company

Little bit happy

Can you drop box or mediafire the file? I am already holding the share from 90 levels, but interested in what other perspectives are there.

karuna wrote:100/108
108/115
115/123/
123/130
130/137
Let's see like tv series
We like this Company

Yes you are 100% corect

This will reach 120 within next week

karuna wrote:100/108
108/115
115/123/
123/130
130/137
Let's see like tv series
We like this Company

Karuna like good stock as well.

very good share to buy..

Notes
1)ACL is still a pretty much undervalued counter as per the attached analysis
2)Last few quarters profit improvement was mainly due to the drop in the Copper prices and Fuel prices and increase in the revenue
3)Global copper prices are at a record low level currently and still declining  therefore ACL should be benefiting from this for atleast  next 2 quarters (Refer below Copper price chart)
4)Recent Increase in USD value will possibly benefit ACL since Exports will provide an increase in ruppee revenue
5)On the other hand, Cost will not immediately increase due to the depreciation of ruppee as a result of longer working capital cycle
6)If the Revenue can stand above 3.5 billion, Minimum expected EPS could be 4.5 for September quarter (without considering any capital gain)
7)Current Market Price 114 as at 2nd October 2015, for me this is a share worth more than Rs 140

Please refer the below link for the copper price chart

http://www.nasdaq.com/markets/copper.aspx?timeframe=2y

roshana7549 wrote:Notes
1)ACL is still a pretty much undervalued counter as per the attached analysis
2)Last few quarters profit improvement was mainly due to the drop in the Copper prices and Fuel prices and increase in the revenue
3)Global copper prices are at a record low level currently and still declining  therefore ACL should be benefiting from this for atleast  next 2 quarters (Refer below Copper price chart)
4)Recent Increase in USD value will possibly benefit ACL since Exports will provide an increase in ruppee revenue
5)On the other hand, Cost will not immediately increase due to the depreciation of ruppee as a result of longer working capital cycle
6)If the Revenue can stand above 3.5 billion, Minimum expected EPS could be 4.5 for September quarter (without considering any capital gain)
7)Current Market Price 114 as at 2nd October 2015, for me this is a share worth more than Rs 140

Please refer the below link for the copper price chart

http://www.nasdaq.com/markets/copper.aspx?timeframe=2y

Now Foreigners also buying Acl  
They know Acl future Winer
Year EPS 20-30

Roshana your Correct, as per the quarterly statements and the recent collection by the foreign investors  target price should be above Rs 140. every one knows what was happen to SDB now its time for ACL...........

dilandv wrote:Roshana your Correct, as per the quarterly statements and the recent collection by the foreign investors  target price should be above Rs 140. every one knows what was happen to SDB now its time for ACL...........

The same way raw matereals cost can increase due to weak rupee. 1 Usd = 143.80 now.

Teller wrote:The same way raw matereals cost can increase  due to weak rupee. 1 Usd = 143.80 now.

Please read my analysis very carefully, I have mentioned Rupee depreciation will benefit ACL in the september quarter due to 2 reasons.

USD quoted selling prices will provide a higher rupee revenue to ACL from Exports ( This is a immediate benefit), This will reflect in this quarter.

Cost will not increase due to the rupee depreciation in this quarter due to the longer working capital cycle in manufacturing industry. Therefore this quarter will be super for ACL.

roshana7549 wrote:

Teller wrote:The same way raw matereals cost can increase  due to weak rupee. 1 Usd = 143.80 now.

Please read my analysis very carefully, I have mentioned Rupee depreciation will benefit ACL in the september quarter due to 2 reasons.

USD quoted selling prices will provide a higher rupee revenue to ACL from Exports ( This is a immediate benefit), This will reflect in this quarter.

Cost will not increase due to the rupee depreciation in this quarter due to the longer working capital cycle in manufacturing industry. Therefore this quarter will be super for ACL.

Have you analysed how much revenue % ACL gains from export sales?

It is not a substantial amount % wise since ACL more focus on local market, what my point was there will not be any negative impact from ruppee depreciation in this quarter...

Today 120.00

Really good to see ACL moving.
Don't sell until  report

EquityChamp wrote:There is an analyst's report for ACL which gives a buy recommendation. The share is very much ready to move. But I can't unable to upload it due to an error saying 'could not upload file: exceeded total storage space (Free space : 41). the file is only 418 kb.

Mata oya boru wadak na .

Ex calculator tiyadi athin ganan hadana onada

U going revelation.

karuna wrote:

EquityChamp wrote:There is an analyst's report for ACL which gives a buy recommendation. The share is very much ready to move. But I can't unable to upload it due to an error saying 'could not upload file: exceeded total storage space (Free space : 41). the file is only 418 kb.

Mata oya boru wadak na .

Ex calculator tiyadi athin ganan hadana onada

U going revelation.

Sri Lanka Equity Forum's    ge maru wada

First I said ( 11.00 am)that acl will pass 120.00 today. Finally after 2.15 pm it reached that level.