CEYLON COLD STORES PLC (CCS.N0000)

EquityChamp · 1 CEYLON COLD STORES PLC (CCS.N0000) on Wed Oct 21, 2015 5:24 pm

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Q2 PAT up by 129% with 24% revenue growth and GP margin increase of 3pp meaning material costs have come down. Six month EPS 13.22 and NAV is 123.

2015/160 EPS (E) would be 28 and current PE is 13.5. PBV is 3.1. In medium term this share can reach Rs440. Solid investment for value investors.
Thanks Basketball

gayanath1983 · 2 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed Oct 21, 2015 11:56 pm

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yes this is also like NEST, CINS

EquityChamp · 3 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Oct 22, 2015 7:56 am

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Since the market bull run is yet to start and await for the next run to 8500 this is that kind of a stock that can move even to 1000 within 1-2 years with the market momentum. So it is a wise decision if any one can buy and keep about 1000 shares as a real investment.

fulltilt · 4 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Oct 22, 2015 8:18 am

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Yes very true this share has real value. Especially after the water front project is complete. Also they have a reasonable PE multiple. Only problem is the share is too illiquid to attract long term funds to invest to hold its value. Retailers by and large can't hold for too long unless they keep it as a saving.

EquityChamp · 5 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 7:23 pm

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Anyone dispute my analysis. Just a quick comparison of YoY financial KPIs.

	14/15	15/16
Revenue (Rs mn)	27,699	34,069
NP (Rs mn)	1,525	2,875
NP margin	6%	8%
EPS (Rs)	16.05	30.25
DPS (Rs)	11	18
Price (Rs)	298	430
PE	18.6	14.2
DY	3.7%	4.2%

I estimated an EPS of 28 and they produced more than 30.4.2% DY is better than many other companies. PE of 14x will not be expensive for a long term investor. Further their BS is now debt free. I would proudly say that this is a company enter into that elusive club which is currently representing by CTC, NEST & LLUB. Anyone who dispute that this stock won't reach 800 level next year please tell me why you think so.
Moreover I would say that this share awaits a sub division. It went through subdivision previously when the price was 800 and I am saying today it will do the same again once it reaches 800 for the second time.

cseguide · 6 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 8:02 pm

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@EquityChamp wrote:Anyone dispute my analysis. Just a quick comparison of YoY financial KPIs.
14/15 15/16
Revenue (Rs mn)          27,699          34,069
NP (Rs mn)            1,525            2,875
NP margin 6% 8%
EPS (Rs) 16.05 30.25
DPS (Rs) 11 18
Price (Rs) 298 430
PE              18.6              14.2
DY 3.7% 4.2%
I estimated an EPS of 28 and they produced more than 30.4.2% DY is better than many other companies. PE of 14x will not be expensive for a long term investor. Further their BS is now debt free. I would proudly say that this is a company enter into that elusive club which is currently representing by CTC, NEST & LLUB. Anyone who dispute that this stock won't reach 800 level next year please tell me why you think so.
Moreover I would say that this share awaits a sub division. It went through subdivision previously when the price was 800 and I am saying today it will do the same again once it reaches 800 for the second time.

no argument, agree with you.

Brinthan · 7 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 8:02 pm

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Ec Sir everyone going to subdivision Exempt Nestle...Is there any special reason for Nestle...

EquityChamp · 8 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 8:06 pm

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Brother NEST & CTC are foreign companies with major focus on dividend.

Brinthan · 9 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 10:34 pm

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Thanx..Ec Sir and one more clarification...Why companies subdivid their shares...?What are the benifits they have..?

EquityChamp · 10 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu May 26, 2016 5:33 am

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@Brinthan wrote:Thanx..Ec Sir and one more clarification...Why companies subdivid their shares...?What are the benifits they have..?

Main objective is to increase the liquidity. In Sri Lanka it has proven that share splits can increase the market value of a stock too so as the second objective a sub division will targeting on increasing share price as well in Sri Lanka.

VALUEPICK · 11 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu May 26, 2016 2:01 pm

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Its all time low was Rs.17.75. If we can identify some stocks in advance, then we can ride both bull and bear market. We should not forget to include attractive food stocks in our egg basket (portfolio). Human create demand for basic things such as food almost every year irrespective of type of business cycle or economic cycle.

EquityChamp · 12 Re: CEYLON COLD STORES PLC (CCS.N0000) on Mon Jun 13, 2016 2:06 pm

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CCS 500/- resistance broken and now it is 534/-. So 600/- will be the next resistance and now we can see less than 500 sellers on board. Some people have really collected when the share was around 400. What a gem like stock.

EquityChamp · 13 Re: CEYLON COLD STORES PLC (CCS.N0000) on Tue Jun 14, 2016 10:57 am

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Today so far 26000 shares traded for 530/-. Some party has collected and definitely with long term idea.

EquityChamp · 14 Re: CEYLON COLD STORES PLC (CCS.N0000) on Fri Jul 08, 2016 11:00 pm

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Oh my God 600/- touched today. Last October this was 400 and now 600/- so by coming October 1000? Basketball

See the thumping return.

Teller · 15 Re: CEYLON COLD STORES PLC (CCS.N0000) on Fri Jul 08, 2016 11:08 pm

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I am having this from 55/- rupees. How amazing it is?

pollaeliye · 16 Re: CEYLON COLD STORES PLC (CCS.N0000) on Sat Jul 09, 2016 1:27 am

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@ Teller, please recommend some shares for long term like CCL ......

EquityChamp · 17 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Jul 21, 2016 7:45 pm

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Q1 2016/17 EPS Rs9 with YoY growth of 56%. Even with adverse whether the EPS impact QoQ was only 1 rupee. I guess this year they will deliver an EPS of 40 with a dividend in excess of 20/- So 800 by year end with ASPI of 7000 will not be a dream for me.

nimantha80 · 18 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Jul 21, 2016 7:49 pm

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sihinayaki mee nihada madiyam raaa

Teller · 19 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Jul 21, 2016 9:28 pm

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@poll, Still HEXP is the BEST...when I was buying CCS I never had a plan to see this in 600 levels.
When I buy HEXP I had a guarantee see HEXP above 130 levels.

karuna · 20 CEYLON COLD STORES PLC(CCS.N0000) on Sun Aug 07, 2016 3:19 pm

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2010 to 2015 paid below 6 dividend and 2016 already paid 17 dividend
5 years eps growth 60 but 2016 epsttm 80 already now with expect 2015 dividend rs 11 but 2016 dividend 18 now
2015 traded 300 to 400 with 2016 400 to 600 with in 18 rs dividend

its for just a six month 200 points up with 1400 market crash effect .
today market trading at 6500 . ccs at 600 . how powerful impact to future

we can protect with asi number 7640 to ccs 300 may be and market crash for getting current trading 6500 to 600

asi 1140 crash with perfect returning to there re share holders with growing earning 2015 1.5 billions and 2016 2 quarters 2.8 billions .
so asi moved to 7500 back ccs is the best solution at the moments wit 600 level investing then another 1000 points with asi ccs 1000,2000 ,not the end of there journey.
2016 brightness eps not far expect to 50 ups 100 or 2017 to highest growing with 5000 can be possible whiteness future .

i do not need any arguments i just posting with my emotion and knowledge and if someone brought with my analyze he never loose easy i can give 100% directly grantee if u brought with my analyse u can get 100 % profit short term and sometime 800%/ 1000% profit with in one year and 6 months .

many time i said good investment at cheep level. and some introduce cunning shares how ever have a lot i said but i know sometime i am wrong anyway from my emotion this is the last option really invest. and if u brought this price 100% grantee u are not loose . u are the future
glorious person.

මනුෂ්‍යත්වයට ඉහළ විශ්වාස චිත්තවේග පොහොසත් මානස . .

Above to humanity its emotion of cocksure rich mind.
thanks.

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CEYLON COLD STORES PLC (CCS.N0000)

1 CEYLON COLD STORES PLC (CCS.N0000) on Wed Oct 21, 2015 5:24 pm

EquityChamp

2 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed Oct 21, 2015 11:56 pm

gayanath1983

3 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Oct 22, 2015 7:56 am

EquityChamp

4 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Oct 22, 2015 8:18 am

fulltilt

5 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 7:23 pm

EquityChamp

6 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 8:02 pm

cseguide

7 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 8:02 pm

Brinthan

8 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 8:06 pm

EquityChamp

9 Re: CEYLON COLD STORES PLC (CCS.N0000) on Wed May 25, 2016 10:34 pm

Brinthan

10 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu May 26, 2016 5:33 am

EquityChamp

11 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu May 26, 2016 2:01 pm

VALUEPICK

12 Re: CEYLON COLD STORES PLC (CCS.N0000) on Mon Jun 13, 2016 2:06 pm

EquityChamp

13 Re: CEYLON COLD STORES PLC (CCS.N0000) on Tue Jun 14, 2016 10:57 am

EquityChamp

14 Re: CEYLON COLD STORES PLC (CCS.N0000) on Fri Jul 08, 2016 11:00 pm

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15 Re: CEYLON COLD STORES PLC (CCS.N0000) on Fri Jul 08, 2016 11:08 pm

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16 Re: CEYLON COLD STORES PLC (CCS.N0000) on Sat Jul 09, 2016 1:27 am

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17 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Jul 21, 2016 7:45 pm

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18 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Jul 21, 2016 7:49 pm

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19 Re: CEYLON COLD STORES PLC (CCS.N0000) on Thu Jul 21, 2016 9:28 pm

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20 CEYLON COLD STORES PLC(CCS.N0000) on Sun Aug 07, 2016 3:19 pm

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21 Re: CEYLON COLD STORES PLC (CCS.N0000)

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