MANUFACTURING SECTOR

EquityChamp · 41 Re: MANUFACTURING SECTOR Thu Oct 22, 2015 5:45 pm

EquityChamp

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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...........

gayanath1983 · 42 Re: MANUFACTURING SECTOR Thu Oct 22, 2015 6:51 pm

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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

ramanesh · 43 Re: MANUFACTURING SECTOR Thu Oct 22, 2015 6:58 pm

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dont forget sini

tommiya · 44 Re: MANUFACTURING SECTOR Sat Oct 24, 2015 9:54 pm

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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.

Bull Master · 45 Manufacturing Sector - The most benefits on the way Thu Nov 19, 2015 8:55 am

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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

raider · 46 Re: MANUFACTURING SECTOR Thu Nov 19, 2015 9:06 am

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True.

Also, last chance to grab LGL.

raider · 47 Re: MANUFACTURING SECTOR Thu Nov 19, 2015 9:07 am

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

capitallinkceylon · 48 Re: MANUFACTURING SECTOR Thu Nov 19, 2015 10:29 am

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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

tommiya · 49 Re: MANUFACTURING SECTOR Thu Nov 19, 2015 11:02 am

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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.

Last edited by tommiya on Thu Nov 19, 2015 11:16 am; edited 2 times in total (Reason for editing : missed a word)

EquityChamp · 50 Manufacturing Sector Thu Apr 14, 2016 10:39 am

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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.

Last edited by Quibit on Tue Oct 22, 2019 9:47 am; edited 2 times in total (Reason for editing : Ommision)

EquityChamp · 51 Re: MANUFACTURING SECTOR Thu Apr 21, 2016 6:42 pm

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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%

EquityChamp · 52 Re: MANUFACTURING SECTOR Thu Apr 21, 2016 8:06 pm

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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.

sisira.wijeweera · 53 Re: MANUFACTURING SECTOR Thu Apr 21, 2016 9:50 pm

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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

Rare · 54 Re: MANUFACTURING SECTOR Thu Oct 24, 2019 8:38 am

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Good set of stocks to pick.

NZ BOY · 55 ALUM AND ACME INTERESTING Mon Oct 28, 2019 8:26 am

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ALUM AND ACME INTERESTING

soileconomy · 56 Re: MANUFACTURING SECTOR Mon Oct 28, 2019 8:29 am

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I can imagine why ALUM is going ,,,but ACME.....can,t

abey · 57 Re: MANUFACTURING SECTOR Mon Oct 19, 2020 4:39 pm

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REGNIS 95 ABANS 92

subash81 · 58 Re: MANUFACTURING SECTOR Tue Oct 20, 2020 6:49 am

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REG almost touched 100 yesterday
Result should be good and can expect good dividend too

Master D · 59 Re: MANUFACTURING SECTOR Tue Oct 20, 2020 10:17 am

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abey wrote:REGNIS 95 ABANS 92

Not to scatter rosy pictures of REG.

I entered this before the share split in 2017 when they decarded a big dividend.
But after dividend and split it only came down for a months.
Was the same case for Singer too.

the reason what late Dr. Sman Kalegama mentioned was that, economic condition of the country has deteriorated so the buying power of people have come down and that's why sales not growing and lower profitability. ( check their annual report in 2018, 2019)

What i now see is the same situation.
Singer and Regnis do not produce essential items but they manufacture and sell items people spend after spending for what is absolutely essential ( TV, Fridge, Fan, AC etc.)

Even though importing of such goods has stopped have you ever seen people asking and complaining that we dont have enough TVs on the market or Refrigerators? But we have seen that for Tyres ( CEAT went up) , Glass bottels ( GLAS made profits etc)

In addition Damro / ATOM manufactures most of them locally too.

So my overall macroeconomic understanding here is that, restrictions on imports will not make Regnis or singer more profitable in the short run.
Reason: Peoples buying power is reduced significantly.

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MANUFACTURING SECTOR

41 Re: MANUFACTURING SECTOR Thu Oct 22, 2015 5:45 pm

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