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JOHN KEELLS HOLDINGS PLC (JKH.N0000)

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1761 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Tue Nov 05, 2019 1:47 pm

God Father


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

1 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 808ee410

1771 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty JKH profit down by 50% Wed Jan 29, 2020 5:53 pm

Teller


Moderator
Moderator

Profits at Sri Lanka’s John Keells Holdings Plc fell 50 percent to 2.39 billion rupees in the December 2019 quarter from a year earlier, with a recovery in retail, consumer foods and bunkering, overshadowed by losses in hotels and lower interest income interim accounts showed.

John Keells Holdings reported earnings of 1.82 rupees per share for the quarter, and 3.46 rupees for the nine months on total profits of 4.31 rupees on total profits of 5.6 billion rupees, which were down 53 percent.

Revenues including insurance grew 2 percent to 37.4 billion rupees in the quarter from a year earlier, cost of sales grew 3 percent to 7.6 billion rupees and gross profits were flat at 7.6 billion rupees.

Finance income halved to 1.9 billion rupees from 3.8 billion, and interest expenses grew 113 percent to 718 million rupees, as cash holdings were used to build real assets.

Profits at retail segment grew to 481 million rupees in the quarter from 154 million rupees with more supermarkets being opened and more customers visiting.

“The business continued to record strong growth in profitability driven by a notable contribution from new outlets and a robust 6.1 per cent growth in customer footfall which contributed towards a 5.4 per cent increase in same store sales,” Chairman Krishan Balendra told shareholders.

“Seven new outlets were opened during the quarter, increasing the total store count to 107 as at 31 December 2019.”

Consumer foods sales grew with both volumes and a better sales mix helping beverages and frozen confectionery, he said.

Transportation which includes a container terminal and bunkering earned 1.1 billion rupees, marginally up but hotels lost 357 million rupees, reversing form 587 million rupee profit last year.

Sri Lanka was hit by Easter Sunday attack in April 2019. Though the industry recovered by December, with occupancy picking up, prices were weaker. (Colombo/Jan29/2020)

1781 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu Jan 30, 2020 1:15 pm

ThilinaM


Vice President - Equity Analytics
Vice President - Equity Analytics

who cares. useless companys unless it came by .25 of current price

1791 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu Jan 30, 2020 1:16 pm

ThilinaM


Vice President - Equity Analytics
Vice President - Equity Analytics

too big and diversified to manage and succeeed

1801 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Feb 24, 2020 1:02 pm

Ekanayake90


Manager - Equity Analytics
Manager - Equity Analytics

152RS
“ can we see a turnaround after touching 150”

1811 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Feb 24, 2020 5:13 pm

ThilinaM

ThilinaM
Vice President - Equity Analytics
Vice President - Equity Analytics

JKH is too big to become success

1821 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Feb 24, 2020 5:14 pm

ThilinaM

ThilinaM
Vice President - Equity Analytics
Vice President - Equity Analytics

too big and too diversified. tough to manage

1831 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Feb 24, 2020 5:29 pm

Sanju121


Senior Equity Analytic
Senior Equity Analytic

Yes but there is a rumor that they might consider a divestment on hotels which are less profitable from JKH

1841 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Mar 02, 2020 11:33 am

ChooBoy


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

1 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 12da9510

1851 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu May 14, 2020 12:39 pm

sandamal


Senior Equity Analytic
Senior Equity Analytic

Any chance for JKH to recover in future ?  Sad Sad

1861 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu May 14, 2020 1:28 pm

thankrishan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Can expect further reduction in short term.

1871 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri May 15, 2020 9:16 pm

Soilconomy


Senior Equity Analytic
Senior Equity Analytic

I think JKH will move to 105 within next week

1881 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri May 15, 2020 10:14 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

Soilconomy wrote:I think JKH will move to 105 within next week
I don't think so. I think JkH to come to that price, more time will take.

1891 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri May 15, 2020 11:48 pm

kalu351


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Soilconomy wrote:I think JKH will move to 105 within next week
Lots of foreign selling JKH will may come down top 75 -70 levels in the coming days and after some time when large foreign parcels are sold out it will pick up to 90 levels 

1901 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 5:38 am

Soilconomy


Senior Equity Analytic
Senior Equity Analytic

As per brokers they say most foreigners sold yesterday at price around 80.5
there is only few parcels to sell but buying interest is huge.someone is collecting heavily.
Watch and see.

1911 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 8:07 am

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

Soilconomy wrote:As per brokers they say most foreigners sold yesterday at price around 80.5
there is only few parcels to sell but buying interest is huge.someone is collecting heavily.
Watch and see.
yes, those facts may be correct. But coming to 105 Rs will take more than a week maybe more than a month.

1921 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 8:09 am

nuwanmja

nuwanmja
Senior Equity Analytic
Senior Equity Analytic

Soilconomy wrote:As per brokers they say most foreigners sold yesterday at price around 80.5
there is only few parcels to sell but buying interest is huge.someone is collecting heavily.
Watch and see.
is Harry j behind this buying?

1931 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 8:21 am

Soilconomy


Senior Equity Analytic
Senior Equity Analytic

they say someone in sri lanka.could be HJ,NP,DP or captain cant speculate on that.because we only can know after panic people sells and HNWI buys.Then its too late for bottom fishing people.
In my point of view JKH is worth at 80 below and this is not a buy recommendation.
JKH is a large company but its a turnaround as per Peter Lynch.why would anyone put Fixed deposit at a rate of 6% per year when there is once in a life time opportunity to buy best company at a penny price think about it....This price was there in 2009 and now we got major oppertunity.
ps   ---Do not buy without doing proper research on stocks.

Amazing crossings
12:46:12 JKH 699,369@80.50 (-4.90) = 56,299,205
12:32:44 JKH 845,000@80.50 (-4.90) = 68,022,500
11:43:02 JKH 415,556@80.50 (-4.90) = 33,452,258
11:43:02 JKH 1,317,268@80.50 (-4.90) = 106,040,074
11:43:02 JKH 3,178,949@80.50 (-4.90) = 255,905,395


No one tells better than HNWI NIMAL PERERA
1 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Nnww10

1941 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 8:22 am

Gajaya


Equity Analytic
Equity Analytic

nuwanmja wrote:
Soilconomy wrote:As per brokers they say most foreigners sold yesterday at price around 80.5
there is only few parcels to sell but buying interest is huge.someone is collecting heavily.
Watch and see.
is Harry j behind this buying?
Probably  Twisted Evil

1951 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 9:22 am

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

Does anyone has this Asia securities backstop report stated by Nimal Perera. If so please share.

1961 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 9:30 am

Soilconomy


Senior Equity Analytic
Senior Equity Analytic

1 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Nnww11

1971 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 10:37 am

Soilconomy


Senior Equity Analytic
Senior Equity Analytic

Soilconomy wrote:they say someone in sri lanka.could be HJ,NP,DP or captain cant speculate on that.because we only can know after panic people sells and HNWI buys.Then its too late for bottom fishing people.
In my point of view JKH is worth at 80 below and this is not a buy recommendation.
JKH is a large company but its a turnaround as per Peter Lynch.why would anyone put Fixed deposit at a rate of 6% per year when there is once in a life time opportunity to buy best company at a penny price think about it....This price was there in 2009 and now we got major oppertunity.
ps   ---Do not buy without doing proper research on stocks.

Amazing crossings
12:46:12 JKH 699,369@80.50 (-4.90) = 56,299,205
12:32:44 JKH 845,000@80.50 (-4.90) = 68,022,500
11:43:02 JKH 415,556@80.50 (-4.90) = 33,452,258
11:43:02 JKH 1,317,268@80.50 (-4.90) = 106,040,074
11:43:02 JKH 3,178,949@80.50 (-4.90) = 255,905,395


No one tells better than HNWI NIMAL PERERA
1 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Nnww10
Food for thought

1 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 05ae6110
1 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 As-wil10

1981 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 1:27 pm

Soilconomy


Senior Equity Analytic
Senior Equity Analytic

I remember JKH was trading above 350 and everyone was rushed to buy.now at 80 no one see the opportunity...how hilarious this is...Ha Ha

Buy when all sell and SELL when all buy...This is not rocket science...invest wisely..take care.

Be informed...Company Directors bought lastly at 161...

1991 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 4:43 pm

MarketWch

MarketWch
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Soilconomy wrote:I remember JKH was trading above 350 and everyone was rushed to buy.now at 80 no one see the opportunity...how hilarious this is...Ha Ha

Buy when all sell and SELL when all buy...This is not rocket science...invest wisely..take care.

Be informed...Company Directors bought lastly at 161...
Totally agree with you Soilconomy....people go after crap shares when there is once in a life chance...i think this will touch previous prices NAV also 155 Dividend also giving 6.5  ...Most of all directors are very good and JKH is never too big to be success so many opportunities will come and directors are very educated and talented not like some construction company directors who are influence by politics(You know what i ment by this) 
This covid 19 will vanish because current gov is well managed and i could see a great future with the current president.

2001 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat May 16, 2020 6:14 pm

ColomboCSE


Manager - Equity Analytics
Manager - Equity Analytics

JKH is one of my favourite share and i'm slowly collecting this, 

But these are main disadvantage i have noticed,
2019 is not good for JKH around 50% EPS drop.  
according to 2019 reports(EPS) JKH will come to it's real value and current price also bit high(LKR 80) for me if you consider COVID19 impact.
its' large company difficult to grow as early days.  
if i'm not mistaken JKH own largest hotel group which is not gain any profit 2020.

2011 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sun May 17, 2020 10:18 am

MarketWch

MarketWch
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

ColomboCSE wrote:JKH is one of my favourite share and i'm slowly collecting this, 

But these are main disadvantage i have noticed,
2019 is not good for JKH around 50% EPS drop.  
according to 2019 reports(EPS) JKH will come to it's real value and current price also bit high(LKR 80) for me if you consider COVID19 impact.
its' large company difficult to grow as early days.  
if i'm not mistaken JKH own largest hotel group which is not gain any profit 2020.
i dont think so,There is a rumor that jkh might divest some hotel assets and also plantaion is doing really good specially tea prices also increasing and also retail sector is making good profits via online and keells...

2021 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sun May 17, 2020 10:52 am

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

MarketWch wrote:
ColomboCSE wrote:JKH is one of my favourite share and i'm slowly collecting this, 

But these are main disadvantage i have noticed,
2019 is not good for JKH around 50% EPS drop.  
according to 2019 reports(EPS) JKH will come to it's real value and current price also bit high(LKR 80) for me if you consider COVID19 impact.
its' large company difficult to grow as early days.  
if i'm not mistaken JKH own largest hotel group which is not gain any profit 2020.
i dont think so,There is a rumor that jkh might divest some hotel assets and also plantaion is doing really good specially tea prices also increasing and also retail sector is making good profits via online and keells...
I  don't think that jkh will diverse its hotel properties on a considerable scale and There is no plantation company under JKH according to my knowledge and they have sold those all long ago.

2031 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sun May 17, 2020 1:20 pm

Kipling


Expert
Expert

Soilconomy. I believe your hunch on JKH on absolutely right track. NP on to something. SL policy to attract high spending tourists. Singapore achieved this by way of 2 casinos. Under GR ( given his methodical approach)if this gets green light it will be subject to a gaming act Singapore style. So Packer error will not repeat & key criticism of Harsha DS addressed. If such an announcement made after GE  just imagine....

2041 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sun May 17, 2020 11:16 pm

Thushara Ayya

Thushara Ayya
Moderator
Moderator

According to chart analysis RSI is 7.02.
10 Years low price.
This will fly from tomorrow...

2051 - JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon May 18, 2020 12:06 pm

Hope123


Manager - Equity Analytics
Manager - Equity Analytics

Thanks Thushara

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