MANUFACTURING SECTOR

My congratulations for Sstar and Stockguru! I hope they will give good unbiased service to the community as moderators.
All the best for both. Hoping to contribute this forum whenever I get some free time.

Btw, why congratulate 2 person who were never democratically elected. Who elected them?


You will alwasy have free time as you are GM Net in wolf clothing trying to wash the sins commited here.

VALUEPICK wrote:My congratulations for Sstar and Stockguru! I hope they will give good unbiased service to the community as moderators.
All the best for both. Hoping to contribute this forum whenever I get some free time.

Thank you Valuepick you are great value to this forum. All what we need is your affirmation to make you an Admin.

So,who are the future winners here??? VALUEPICK and Sstar ???

Oh, so the qualification to become Admin is to open an account in Feb 2014, make post that make no sense ,  and say nice things to uphold /cover up mistake you made.

It will be very funny if Valueprick becomes an Admin as you then Co Admin and Admin. Also was about the so called Democratic elections and voting ?


See Shooting star,  people are not that stupid as you think they are. The way you commented show remarkable similarity to GMnet thinking and behavior ;-)

Sstar wrote:

VALUEPICK wrote:My congratulations for Sstar and Stockguru! I hope they will give good unbiased service to the community as moderators.
All the best for both. Hoping to contribute this forum whenever I get some free time.

Thank you Valuepick you are great value to this forum. All what we need is your affirmation to make you an Admin.

Sstar wrote:

VALUEPICK wrote:My congratulations for Sstar and Stockguru! I hope they will give good unbiased service to the community as moderators.
All the best for both. Hoping to contribute this forum whenever I get some free time.

Thank you Valuepick you are great value to this forum. All what we need is your affirmation to make you an Admin.

Thank you Sstar for your invitation. First of all I didn’t join this forum to get any post. Please give me some time to think about this. Just like we should not rush to buy and sell stocks we should not rush to appoint co administrators suddenly. What you can do is you can have some observation on some genuine members. Not all humans are same and 100% perfect. Some humans can have two or three faces instead of one face. At the moment I know Sstar and Stock guru can do a better job. I know both Star and stockguru have one face. They don’t have two or three faces. Our President Jiggy also should discuss some stocks with his vast knowledge. I know he is a capable person and have intelligent market behaviour. I am waiting to learn his intelligent market behavior. BTW I noticed just like in other sectors few stocks in manufacturing sector too are having accumulating pattern and they are building base before they go to next box. Normally many believe higher buying pressure is a bullish sign. Higher selling pressure is also a bullish sign. Remember JKH has lot of selling pressure around Rs.190 and COMB around Rs.110/-. I couldn't understand why some wanted to sell COMB around Rs.110/

Enjoy your activities in bear, sideway, volatile and bull markets in the future. Market cycles, industry cycles, volatility, pull backs, market sell off create opportunities. Finally I am really thankful to some members who listed their stocks in many value groups specially coming above average winners.

VALUEPICK wrote:

Sstar wrote:

VALUEPICK wrote:My congratulations for Sstar and Stockguru! I hope they will give good unbiased service to the community as moderators.
All the best for both. Hoping to contribute this forum whenever I get some free time.

Thank you Valuepick you are great value to this forum. All what we need is your affirmation to make you an Admin.

What you can do is you Normally many believe higher buying pressure is a bullish sign. Higher selling pressure is also a bullish sign. Remember JKH has lot of selling pressure around Rs.190 and COMB around Rs.110/-. I couldn't understand why some wanted to sell COMB around Rs.110/

Enjoy your activities in bear, sideway, volatile and bull markets in the future. Market cycles, industry cycles, volatility, pull backs, market sell off create opportunities.  Finally I am really thankful to some members who listed their stocks in many value groups specially coming above average winners.

Hello VP i am hearing 1st time that more selling pressure means also BULLISG sign. Would you care for an explanation   

Foe me make money as much as you can before big correction

VALUEPICK wrote:My congratulations for Sstar and Stockguru! I hope they will give good unbiased service to the community as moderators.
All the best for both. Hoping to contribute this forum whenever I get some free time.

VP congratulate me on me becoming a MOD     

What do you think of Richard Pieris Exports?

Hmm REXP ne....... Illiquid Better to wait till 45

SHARK wrote:

VALUEPICK wrote:My congratulations for Sstar and Stockguru! I hope they will give good unbiased service to the community as moderators.
All the best for both. Hoping to contribute this forum whenever I get some free time.

VP congratulate me on me becoming a MOD     

I have never seen a different type of moderator. SHARK requested the position and got it. Now want to congratulate.

My Congratulations! All the best for one of the best moderators in forums!

Nobody will get like this. He must have some qualifications and experience

http://www.proboards.com/free-forum-articles/forum-building-tips-moderating

RXAP is one of the value stocks in the market. Now it is time to compare stocks in the same group. Valuable stocks should go up above the level of over valued stocks in the same group. If X trade at this level how much value has Y?

Given the current massive bull run for manufacturing sector stocks some unmoved counters we can target. Be vigilant on their price movement.

RCL
LWL
DIPD
CARE
LITE
TKYO
LCEM
TYRE

One of these can activate any time like a volcano. All are quite illiquid too.

EquityChamp wrote:Given the current massive bull run for manufacturing sector stocks some unmoved counters we can target. Be vigilant on their price movement.

RCL
LWL
DIPD
CARE
LITE
TKYO
LCEM
TYRE

One of these can activate any time like a volcano. All are quite illiquid too.

ANE MACHAN GAHANNA KALIN PODDAK EGIYAKWATH DENNA HODEEE...........

C S E 2015 wrote:

EquityChamp wrote:Given the current massive bull run for manufacturing sector stocks some unmoved counters we can target. Be vigilant on their price movement.

RCL
LWL
DIPD
CARE
LITE
TKYO
LCEM
TYRE

One of these can activate any time like a volcano. All are quite illiquid too.

ANE MACHAN GAHANNA KALIN PODDAK EGIYAKWATH DENNA HODEEE...........

LCEM is still in the default board..but maybe can some government involvement for this. i think VFIN is better than LCEM to replacement for this list

dont forget sini

I appreciate the comments of EC as genuine hints and advise are what we need whilst we make our own decisions. 

We now have to find out which of the companies export and which of the companies meet the manufacturing cost excluding raw material in USD as the raw material cost is either reimbursed by the buyer or already comuted into the cost.
As an example,  If you take the garment industry, the fabric and accessory cost to make a garment are reimbursed in USD. What matters is the manufacturing cost in USD where the factory makes the extra buck in a devalued situation as of now.  Hope you got it and hopefully we can take this thread to the next level by searching for the companies which fall under this category.

The up coming budget will release lots of benefits to the manufacturing sector companies.

The renewed buying interest in this sector shares listed in CSE shows the benefits are on the way...,.very soon

True. 

Also, last chance to grab LGL.

Little bit of a dilemma though, huge amount of selling on textiles too.

Export sector will be most benefited 

http://www.economynext.com/Sri_Lanka_in_reform_to_drive_for_logistics_hub__Finance_Minister-3-3539-6.html

nothing spectacular in that speech as his emphasis is on logistics and shipping and it goes down to the same old message ie. opportunities to increase our exports. Of recent few organizations only benefited by the depreciation of the currencies but there is much more if we are to obtain a sustainable growth and bridge the deficits,  he needs not just to emphasize but implement and follow up ( even using experienced or retired people)  on long term benefits for available resources particularly tea with variety, garments,batiks,  handlooms and designing, rubber, coconut and copra which has so much to offer and then there is bunkering which is big, warehousing,  fishing and gemming just to name a few. These are the areas that need immediate attention and fine tuning and if not tapped now,  we will remain at square one even after the budget as you might have noticed that half of what were spoken at previous budgets were never materialised and will he let history repeat again.

Hi Guys,
Just look at my analysis on Manufacturing sector. Lot of stocks were beaten down during the period from 4th Jan 16 to 9th March 16 but since then upto now has recovered very well outperforming the market growth.
     

	04-Jan-16	Change	09-Mar-16	Change	12-Apr-16	Margin to reach 4th Jan level
	6,867.6	-14.6%	5862.4	8.4%	6353.2	8.1%
Abans	135.4	-23.9%	103.1	17.4%	121.0	11.9%
ACL	120.5	-22.2%	93.8	14.1%	107.0	12.6%
APLA	185.0	-20.5%	147.0	13.2%	166.4	11.2%
ACME	8.2	-39.0%	5.0	36.0%	6.8	20.6%
Alufab	51.0	-53.9%	23.5	59.6%	37.5	36.0%
CIND	115.9	-31.3%	79.6	22.1%	97.2	19.2%
GRAN	91.3	-32.5%	61.6	30.2%	80.2	13.8%
Chevron	342.6	-11.9%	302.0	3.6%	313.0	9.5%
DPL	8.3	-27.7%	6.0	35.0%	8.1	2.5%
HEXP	60.0	-32.3%	40.6	10.6%	44.9	33.6%
KCAB	128.2	-10.4%	114.9	3.7%	119.2	7.6%
TYRE	74.6	-20.6%	59.2	14.9%	68.0	9.7%
CERA	120.0	-10.8%	107.1	21.5%	130.1	-7.8%
LWL	109.0	-13.8%	94.0	15.5%	108.6	0.4%
TILE	110.9	-9.8%	100.0	10.0%	110.0	0.8%
LITE	9.0	-27.8%	6.5	21.5%	7.9	13.9%
GLAS	6.2	-19.4%	5.0	16.0%	5.8	6.9%
REGNIS	178.2	-22.8%	137.5	10.6%	152.1	17.2%
REXP	298.8	-31.4%	205.0	13.2%	232.0	28.8%
RCL	111.0	-12.6%	97.0	15.9%	112.4	-1.2%
SIRA	4.0	-32.5%	2.7	29.6%	3.5	14.3%
SIND	173.1	-19.1%	140.0	10.8%	155.1	11.6%
PARQ	62.0	-21.0%	49.0	25.3%	61.4	1.0%
TJL	35.8	-19.0%	29.0	15.5%	33.5	6.9%
TKYO N	49	-38.0%	30.4	31.6%	40.0	22.5%
AGST	6.4	-37.5%	4.0	30.0%	5.2	23.1%
Alumex	17.2	-16.9%	14.3	15.4%	16.5	4.2%
LCEM	7.6	-34.2%	5.0	30.0%	6.5	16.9%

But yet I can see significant growth potential remains with counters such as ACME, ALUF, CIND, Regnis, REXP, TKYO, LITE and AGST. If the market continues this momentum till reaching 6,800 the above shares will provide you a return in excess of 20%.

Please do your own analysis too and decide what to do after the holidays. Good luck.

Just a status update of the stocks I identified as of 20th April.

	12-Apr-16	Margin to reach 4th Jan level	20-Apr-16	Change
	6353.2	8.1%	6423.1	1.1%
Abans	121.0	11.9%	123.3	1.9%
ACL	107.0	12.6%	108.5	1.4%
APLA	166.4	11.2%	169.6	1.9%
ACME	6.8	20.6%	7.3	7.4%
Alufab	37.5	36.0%	38.6	2.9%
CIND	97.2	19.2%	103.7	6.7%
GRAN	80.2	13.8%	79.5	-0.9%
Chevron	313.0	9.5%	317.9	1.6%
DPL	8.1	2.5%	8.2	1.2%
HEXP	44.9	33.6%	49.4	10.0%
KCAB	119.2	7.6%	120.5	1.1%
TYRE	68.0	9.7%	65.6	-3.5%
CERA	130.1	-7.8%	132.0	1.5%
LWL	108.6	0.4%	109.2	0.6%
TILE	110.0	0.8%	111.0	0.9%
LITE	7.9	13.9%	8.1	2.5%
GLAS	5.8	6.9%	5.9	1.7%
REGNIS	152.1	17.2%	157.0	3.2%
REXP	232.0	28.8%	246.0	6.0%
RCL	112.4	-1.2%	115.0	2.3%
SIRA	3.5	14.3%	3.5	0.0%
SIND	155.1	11.6%	164.9	6.3%
PARQ	61.4	1.0%	62.3	1.5%
TJL	33.5	6.9%	33.4	-0.3%
TKYO N	40.0	22.5%	38.9	-2.8%
AGST	5.2	23.1%	5.5	5.8%
Alumex	16.5	4.2%	16.4	-0.6%
LCEM	6.5	16.9%	6.1	-6.2%

You can refer the column ' margin to reach 4th Jan level' and look at the green highlighted stocks. And look how 70% of them have beaten the market within a week.

market gain by 1.1% where as stocks like ACME, ALUF, CIND, HEXP, LITE, REG, REXP, SIND, AGST, etc double and triple the gains.

Its so simple statistical analysis but very effective. I have tried and used this many in my life and 75% of time I could get very correct decisions. So I invite you also to follow the same simple techniques and be real logical investors than followers of manipulators and lost the money.

As a prediction  I can see ACME, ALUF, HEXP, GRAN, LITE , GLAS will move to their target prices very quickly than anticipated.  Probably next week will tell a really good story.

EquityChamp wrote:You can refer the column ' margin to reach 4th Jan level' and look at the green highlighted stocks. And look how 70% of them have beaten the market within a week.

market gain by 1.1% where as stocks like ACME, ALUF, CIND, HEXP, LITE, REG, REXP, SIND, AGST, etc double and triple the gains.

Its so simple statistical analysis but very effective. I have tried and used this many in my life and 75% of time I could get very correct decisions. So I invite you also to follow the same simple techniques and be real logical investors than followers of manipulators and lost the money.

As a prediction  I can see ACME, ALUF, HEXP, GRAN, LITE , GLAS will move to their target prices very quickly than anticipated.  Probably next week will tell a really good story.

thanks Equity champ HEXP is now best Stock

Good set of stocks to pick.

ALUM AND ACME INTERESTING