FOOD AND BEVERAGE SECTOR

VALUEPICK · 1 FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 12:25 pm

VALUEPICK

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Investors normally create great demand for defensive stocks such as food stocks during period of uncertainty and in the latter stages of bull market. However, globally this trend has changed during last couple of years. They don’t forget to include some food in their plate (portfolio) even any stage of bull or bear market. There is a good demand for food related stocks in good and bad times. Recently some intelligent investors bought food related stocks in Chinese market as they saw coming selloff in other stocks including overvalued stocks.

China might not need as much of Australia’s iron ore and coal as it used to, but its hunger for food will only grow. According to the Australian Financial Review, large volumes of farmland may be over-fertilised and become less productive in China. Listed food related stocks in the Asian Pacific region should benefit lot due to growing demand for food from Asia especially from China. Food production industries could see sustained growth over the coming years.

There are different types of food related stocks available in the CSE.

Poultry stocks: Namely BFL and TAFL

Tea related Stocks: TPL, MASK, UDPL, MPRH (Management Company of Bogawantalawa Plantation (BOPL).

Dairy related stocks: NEST, LMF

Other food related stocks: GRAN, RWSL, SOY and DIST

Currently on valuation and on industry outlook some of the above stocks are very attractive. It is also time to include some food stocks in our portfolio to get above average gain.

Good luck!

jayathu · 2 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 1:52 pm

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U have left out RHL group coco RAL. These counters has big potential within them

VALUEPICK · 3 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 2:02 pm

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Thank you for listing above stocks. There are few more food related stocks. I just started to go through one by one.

piras · 4 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 2:04 pm

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RHL
RAL
BFL

Above stocks are my favours.

senthu · 5 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:34 pm

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KFP is another food stock
DPS 2014/15 : 10/-

Thushara Ayya · 6 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:43 pm

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RAL is my favorite food and beverage counter... Average is 4.25

senthu · 7 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:53 pm

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Thushara Ayya wrote:RAL is my favorite food and beverage counter... Average is 4.25

My Average is 4.8

What will be the expected price in december 2015? Very Happy

VALUEPICK · 8 Re: FOOD AND BEVERAGE SECTOR Thu Jul 02, 2015 4:39 pm

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During period of uncertainly, investors buy more defensive stocks like food stocks. They are ideal for all types of market situations.

Good luck!

VALUEPICK · 9 Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 4:35 am

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http://www.ibtimes.com/asias-most-profitable-food-manufacturing-companies-capture-investors-interest-1309207

This is an old link. It is interesting to see that currently, about 60 percent of the world’s population lives in the Asia-Pacific region.

Definitely, they will create more demand for food and hot beverages in the coming decade.

peacockman · 10 Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 9:23 am

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KOTA
TSML &
UDPL
Now, those are Out of Favour Stocks too!

VALUEPICK · 11 Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 12:05 pm

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peacockman wrote:KOTA
TSML &
UDPL
Now, those are Out of Favour Stocks too!

Some out of favour stocks will become favourable stocks when we see turnaround or strong outlook in their industry. In addition, they will have demand in the remaining stages of bull market especially in the later stages.

It is also wise to pick stocks in any sector having one of the following as well.

Stocks in the accumulation stage
Break out stocks having temporary pause (need to identify their current base)
Stock changing Weak hands to strong hands
Investors are getting in stocks
Pull back stocks ready to go up strongly
Base building stocks

Good luck!

EquityChamp · 12 Trading Opportunities in F&B Sector Stocks Wed Jan 13, 2016 7:22 pm

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Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL. Basketball

Stock	Clo Price	52wk H	52wk L	Discount from 52wk H
CCS	400.2	440	260	9.0%
COCO	26.6	30	24	11.3%
KFP	190	215	83	11.6%
CTC	970	1124	881	13.7%
SOY	452	534.9	260	15.5%
NEST	2010	2390	1903.3	15.9%
LMF	149.9	180	120	16.7%
BFL	185	240.5	106.1	23.1%
DIST	231	320	226.5	27.8%
RAL	3.7	5.4	3.6	31.5%
TAFL	111.1	162.8	45	31.8%
HVA	6.9	11.3	6.7	38.9%

Nuwan Prasad · 13 Re: FOOD AND BEVERAGE SECTOR Wed Jan 13, 2016 7:47 pm

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Thank you EC

VALUEPICK · 14 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 10:54 am

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Thank you for the effort. There are 12 stocks in the above list. However, all of above stocks can generate strong momentum at any time depend on the market participants and market situation. Identifying trend is key to success. HVA is a kind of stock can go up strongly within a week.

We can screen further and we should find out badly beaten down by investors having strong financials and great value.

Other factors to watch:

Rapid falling in debt

Rising cash flow

Strong industry outlook

Ideal stocks for any type of situation

What a list? I would like to go behind badly beaten ones having strong financials and great value and I should understand the business as well.

Good luck!

samaritan · 15 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 12:10 pm

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Opportunities for F&B sector looks promising.Agree with VP, HVA can turnout to be a star.

EquityChemp · 16 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 12:36 pm

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EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL.

Stock Clo Price 52wk H 52wk L Discount from 52wk H
CCS 400.2 440 260 9.0%
COCO 26.6 30 24 11.3%
KFP 190 215 83 11.6%
CTC 970 1124 881 13.7%
SOY 452 534.9 260 15.5%
NEST 2010 2390 1903.3 15.9%
LMF 149.9 180 120 16.7%
BFL 185 240.5 106.1 23.1%
DIST 231 320 226.5 27.8%
RAL 3.7 5.4 3.6 31.5%
TAFL 111.1 162.8 45 31.8%
HVA 6.9 11.3 6.7 38.9%

Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose

Thushara Ayya · 17 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 3:30 pm

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EquityChemp wrote:

EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL.

Stock Clo Price 52wk H 52wk L Discount from 52wk H
CCS 400.2 440 260 9.0%
COCO 26.6 30 24 11.3%
KFP 190 215 83 11.6%
CTC 970 1124 881 13.7%
SOY 452 534.9 260 15.5%
NEST 2010 2390 1903.3 15.9%
LMF 149.9 180 120 16.7%
BFL 185 240.5 106.1 23.1%
DIST 231 320 226.5 27.8%
RAL 3.7 5.4 3.6 31.5%
TAFL 111.1 162.8 45 31.8%
HVA 6.9 11.3 6.7 38.9%

Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose

Kawda malli me.....

EquityChamp · 18 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:32 pm

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Thushara Ayya wrote:

EquityChemp wrote:

EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL.

Stock Clo Price 52wk H 52wk L Discount from 52wk H
CCS 400.2 440 260 9.0%
COCO 26.6 30 24 11.3%
KFP 190 215 83 11.6%
CTC 970 1124 881 13.7%
SOY 452 534.9 260 15.5%
NEST 2010 2390 1903.3 15.9%
LMF 149.9 180 120 16.7%
BFL 185 240.5 106.1 23.1%
DIST 231 320 226.5 27.8%
RAL 3.7 5.4 3.6 31.5%
TAFL 111.1 162.8 45 31.8%
HVA 6.9 11.3 6.7 38.9%

Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose

Kawda malli me.....

By looking at the writing style I can guess this one is one of the funiest mate in this forum, may be one of the existing member who are trying to play with others reputation. However a poor chap. Let's forget. Very Happy

tharindufit · 19 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:39 pm

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@EquityChemp could be a close friend of @karuna :-)

EquityChamp · 20 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:43 pm

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tharindufit wrote:@EquityChemp could be a close friend of @karuna :-)

Wow. You are genious brother Very Happy

shadow walker · 21 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 4:37 pm

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tharindufit wrote:@EquityChemp could be a close friend of @karuna :-)

EquityChemp · 22 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 5:26 pm

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Nuwan Prasad wrote:Thank you EC

Unfortunately I am sorry because I thought market recover . That's why I posting step by step with day trading guidelines now u have to buy again for cover your loose I am sorry I can't protect like Mr. Teller nz boy

karuna · 23 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 8:44 pm

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EquityChamp wrote:

Thushara Ayya wrote:

EquityChemp wrote:

EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL.

Stock Clo Price 52wk H 52wk L Discount from 52wk H
CCS 400.2 440 260 9.0%
COCO 26.6 30 24 11.3%
KFP 190 215 83 11.6%
CTC 970 1124 881 13.7%
SOY 452 534.9 260 15.5%
NEST 2010 2390 1903.3 15.9%
LMF 149.9 180 120 16.7%
BFL 185 240.5 106.1 23.1%
DIST 231 320 226.5 27.8%
RAL 3.7 5.4 3.6 31.5%
TAFL 111.1 162.8 45 31.8%
HVA 6.9 11.3 6.7 38.9%

Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose

Kawda malli me.....

By looking at the writing style I can guess this one is one of the funiest mate in this forum, may be one of the existing member who are trying to play with others reputation. However a poor chap. Let's forget.

What a hell its not me yesterday also I said don't blame to me for everything
FOOD AND BEVERAGE SECTOR 165964_342252035917577_435229731_n

EquityChamp · 24 Food & Beverage Sector Tue May 31, 2016 9:09 pm

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This sector has attracted many investor interest. Market PE as of today is 14x but F&B sector has a PE of 17.9x. This alone tells a story to you. Here are some comparisons among different counters.

Mn	FY 2015/16	FY 2014/15	Earnings growth	EPS	Price	PER
LMF	87	3	2800%	2.2	116	52.7
Bairaha	578	160	261%	36.12	173.8	4.8
Three Acre Farms	551	164	236%	23.4	123	5.3
Cargills	1624	576	182%	7.25	155	21.4
Tea services	1599	801	100%	79.9	835.1	10.5
Cold Stores	2875	1525	89%	30.25	480.2	15.9
Lion Brewery	2088	1330	57%	26.1	400.9	15.4
Renuka Foods	260	191	36%	2.56	22.5	8.8
Keells Food	335	261	28%	13.1	175	13.4
Ceylon Tobacco	10635	8619	23%	56.8	1115	19.6
Nestle	4124	3787	9%	76.8	2417.7	31.5
Distilleries	6347	6553	-3%	21.2	215	10.1
Convenience Foods	96	165	-42%	34.8	473	13.6
Renuka Agri	200	435	-54%	0.36	3.5	9.7
Tea Smallholder	-9	36	-125%	-0.3	27.2	-90.7

Lot of companies have recorded more than 20% growth in profit attributable to equity holders. 20% growth in current challenging environment is truly great achievement. That's why this sector has a premium PE than market PE. The good news for you all is that still you can find few stocks who report huge earnings growth this year and still trading @ a single digit PE multiples (highlighted in Green). Green light for you to go after Very Happy

Teller · 25 Re: FOOD AND BEVERAGE SECTOR Tue May 31, 2016 9:20 pm

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We can consider sector PER 20 or above by considering leaders like Nest and CCS. Agree?

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FOOD AND BEVERAGE SECTOR

1 FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 12:25 pm

VALUEPICK

2 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 1:52 pm

jayathu

3 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 2:02 pm

VALUEPICK

4 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 2:04 pm

piras

5 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:34 pm

senthu

6 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:43 pm

Thushara Ayya

7 Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:53 pm

senthu

8 Re: FOOD AND BEVERAGE SECTOR Thu Jul 02, 2015 4:39 pm

VALUEPICK

9 Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 4:35 am

VALUEPICK

10 Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 9:23 am

peacockman

11 Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 12:05 pm

VALUEPICK

12 Trading Opportunities in F&B Sector Stocks Wed Jan 13, 2016 7:22 pm

EquityChamp

13 Re: FOOD AND BEVERAGE SECTOR Wed Jan 13, 2016 7:47 pm

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14 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 10:54 am

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15 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 12:10 pm

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16 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 12:36 pm

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17 Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 3:30 pm

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18 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:32 pm

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19 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:39 pm

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20 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:43 pm

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21 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 4:37 pm

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22 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 5:26 pm

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23 Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 8:44 pm

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24 Food & Beverage Sector Tue May 31, 2016 9:09 pm

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