DIVERSIFIED HOLDINGS SECTOR

WildBear · 41 Re: DIVERSIFIED HOLDINGS SECTOR Tue Oct 02, 2012 8:42 am

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Capital Alliance advice investors to sell JKH as it is in overvalued territory now, I heard another story to worry about JKH. Minister Vasudeva in action again, this time he is probing SAGT deal. SAGT is the cash cow for JKH in past couple of years. What will happen if the deal gets reversed as happened to Harry J with SLIC.

WildBear · 42 Re: DIVERSIFIED HOLDINGS SECTOR Tue Oct 02, 2012 8:52 am

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I believe now it's time to exit overvalued and lethargic conglomerates, and time to enter undervalued ones with good management and earning potentiol. Above table has got some sound stocks, esp for young conglomerates , it s wiser to consider future earning potential than past earnings.

UKboy · 43 Re: DIVERSIFIED HOLDINGS SECTOR Tue Oct 02, 2012 11:13 am

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WildBear wrote:Capital Alliance advice investors to sell JKH as it is in overvalued territory now, I heard another story to worry about JKH. Minister Vasudeva in action again, this time he is probing SAGT deal. SAGT is the cash cow for JKH in past couple of years. What will happen if the deal gets reversed as happened to Harry J with SLIC.

Yes I heard about this story. I cannt believe why Sri Lankan politics hate their own country this much. Mad

This is definitely not the way to show their patriotism.
These politics failed to understand that communism is somethnig valid only in 60s and 70s.

I really hope this will not happen. Once it's gone it's gone & doesnt matter how.

Any 3rd world country government should not do businesses (51%+).

Pethi

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VONE- Valibale One this should go to 25-28 levels in mid term.

Macro Picture

since the company does not have a long history. (3-4 years only). Building the based and solid ground with good foundation was needed. It is building such.

Even though the pumpers and dumpers are waiting for manipulation, the sentiment is changing. Reason?? (It is difficult to hold 21-23 levels for 3-4 months)

DP is a fan of current government and hold most respectable positions.

all the companies under VONE conglomerate is exceptional Sampath, LBFIN, DELMAGE,ORIT, Rocell Ceramic etc.

VONE is up to Hotel, leisure too.Gaming sector has already got approval to build one of its controversial casino's in Colombo. Summer seasons constructions going on.

DP promised 100% return but he could not. Normal experience is, if DP can not take the company where it belongs to, he marge and acquire more companies. I believe there will be more exciting news in coming years.

My favorite point...History says the SP can not go down below 16.00 Which is a plus in this bull environment.If we are up to something that has already doubled, it is high risky.

Unlike early stage, there is foreign demand too and increasing.

In my personal view, current price 22 is cheap.
VONE should jump to 25 in near future. and it should go pass 50 long term.

Mico picture
---NAV 30.33
---PBV .78
---Divdend 1.7% (consistance Dividend)
---EPS Annual 3.74
---June Qtr Profit = 1,016,237,000
---Growth % QoQ = 339.85

Numbers are not looking bad either.

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Harry82 · 45 Re: DIVERSIFIED HOLDINGS SECTOR Sun Oct 26, 2014 8:57 am

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DIST

soileconomy · 46 Re: DIVERSIFIED HOLDINGS SECTOR Sun Oct 26, 2014 9:07 am

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Harry82 wrote:DIST

Agree. But categorized under food and beverage

Octopus · 47 Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 7:28 am

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Thank pethi.
That was why I did not want to sell my shares with recent up trend.

SP should be more than double long term. Interesting months ahead. Lets see, whether DP can take us a good ride as promised

Definitely, the election is favorable to him too.
Company is getting matured now.

time to get married with a big wedding and then throw some parties. this will come to fruition in future.

opfdo · 48 Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 7:34 am

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Pethi wrote:VONE- Valibale One this should go to 25-28 levels in mid term.

Macro Picture

since the company does not have a long history. (3-4 years only). Building the based and solid ground with good foundation was needed. It is building such.

Even though the pumpers and dumpers are waiting for manipulation, the sentiment is changing. Reason?? (It is difficult to hold 21-23 levels for 3-4 months)

DP is a fan of current government and hold most respectable positions.

all the companies under VONE conglomerate is exceptional Sampath, LBFIN, DELMAGE,ORIT, Rocell Ceramic etc.

VONE is up to Hotel, leisure too.Gaming sector has already got approval to build one of its controversial casino's in Colombo. Summer seasons constructions going on.

DP promised 100% return but he could not. Normal experience is, if DP can not take the company where it belongs to, he marge and acquire more companies. I believe there will be more exciting news in coming years.

My favorite point...History says the SP can not go down below 16.00 Which is a plus in this bull environment.If we are up to something that has already doubled, it is high risky.

Unlike early stage, there is foreign demand too and increasing.

In my personal view, current price 22 is cheap.
VONE should jump to 25 in near future. and it should go pass 50 long term.

Mico picture
---NAV 30.33
---PBV .78
---Divdend 1.7% (consistance Dividend)
---EPS Annual 3.74
---June Qtr Profit = 1,016,237,000
---Growth % QoQ = 339.85

Numbers are not looking bad either.

thank you

RPPA · 49 Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 8:37 am

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Yes VONE is a good stock. But investors has lost confidence in it due to unprofessional behavior of some big trading players. So if you want to buy get in at lowest levels (22/-).

Mad

Octopus · 50 Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 11:14 am

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RPPA wrote:Yes VONE is a good stock. But investors has lost confidence in it due to unprofessional behavior of some big trading players. So if you want to buy get in at lowest levels (22/-).

Totally agreed,
That's why I always traded this stock.

what Pethi is saying is true. things have improved a lot. It is hard to hold these levels for long time if bad guys hanging around.

Should go up and consolidated in next block soon.

Traders will have a chance to earn quick bucks too. Keep it in your watch list

RayR · 51 Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 1:20 pm

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yes pethi, good names are under their conglomerate. And It had a solid support around 22 when all other stocks were going down.

ChooBoy · 52 Re: DIVERSIFIED HOLDINGS SECTOR Sun Apr 19, 2020 7:06 am

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The conglomerates will be some of the worst hit stocks due to the lockdown and the impending economic slowdown, carrying the earnings burden of several hard-hit industries across the portfolio.

For a majority of the counters, the negative impact from leisure and non-essential consumer goods will be the key driver of the earnings decline in FY21E.

Counters with exposure to essential food & personal care and pharmaceuticals, and a strong balance sheet, will be more resilient in the upcoming financial year.