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JOHN KEELLS HOLDINGS PLC (JKH.N0000)

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181JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Feb 24, 2020 5:13 pm

ThilinaM


Vice President - Equity Analytics
Vice President - Equity Analytics

JKH is too big to become success

182JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Feb 24, 2020 5:14 pm

ThilinaM


Vice President - Equity Analytics
Vice President - Equity Analytics

too big and too diversified. tough to manage

183JOHN 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

184JOHN 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

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

185JOHN 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

186JOHN 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.

187JOHN 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

188JOHN 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.

189JOHN 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 

190JOHN 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.

191JOHN 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.

192JOHN 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?

193JOHN 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
JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Nnww10

194JOHN 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

195JOHN 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.

196JOHN 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

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

197JOHN 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
JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Nnww10
Food for thought

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

198JOHN 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...

199JOHN 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.

200JOHN 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.

201JOHN 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...

202JOHN 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.

203JOHN 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....

204JOHN 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...

205JOHN 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

206JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon May 18, 2020 1:51 pm

MarketWch

MarketWch
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

This will pass 100 soon

207JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon May 18, 2020 4:56 pm

chathura123


Manager - Equity Analytics
Manager - Equity Analytics

I ll hope another market crash in this month

208JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon May 18, 2020 5:06 pm

MarketWch

MarketWch
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

JKH major crossings at 86..This will move on to previous levels asap...grab when the opportunity is there,




"The stock market is filled with individuals who know the price of everything, but the value of nothing."


11:51:34 Cross-JKH 293,536@86.00 +5.50 = 25,244,096
11:51:16 Cross-JKH 244,812@86.00 +5.50 = 21,053,832
11:50:58 Cross-JKH 1,299,188@86.00 +5.50 = 111,730,168

MarketWch

MarketWch
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

May, 18, 2020

JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Image-1-Medical-Health-Officers-at-the-Cinnamon-Life-Site

Colombo’s iconic landmark and the single, largest, private mixed development investment in Sri Lanka, Cinnamon Life by the John Keells Group, has resumed construction after a lock down since March 2020.
An inspection to the Cinnamon Life construction site was made by Chief Public Health Inspector DR. R. L. De S. Wijayamuni and other public health inspectors to assess the health and safety standards that have been introduced at the site. Construction resumed following a holistic approach to sanitation and social distancing norms required in relation to the site which commenced operation with 500 workers. Temperature checks and scans, routine hygiene checks, staggering of work and enhanced sanitary measures are among the steps taken for workers on-site, along with strict guidelines for the usage of lifts, cafeteria and other gathering areas.
The Chief Public Health Inspector commended Cinnamon Life for the initiation of resuming construction with such a high standard of safety, “My team and I paid a visit to the construction site of the largest tourism development in Colombo and approved the resumption of operations after a standstill in construction for several months. This was based on the extremely careful and vigilant measures taken by the management of Cinnamon Life, the progress made thus far and the importance of completing this project. The steps taken by Cinnamon Life to resume the construction is commendable and is a good case study to benchmark in the new post COVID landscape,’’ said Wijayamuni.
Commenting on the resumption of work, Suresh Rajendra, President- Property Sector at John Keells Holding stated, “The decision to resume operations was taken with careful consideration of the health and safety of our staff. This is our foremost priority. We are also making active efforts towards minimizing supply chain disruption, increasing productivity and on-site safety and sanitary measures as we work closely with our partners and the medical officials to abide by all regulations.”
Cinnamon Life, the iconic 4.5 Million sq. ft integrated mixed-use development, is a city within a city, and is envisioned to be the epicenter of modern South Asia. With 10-acres of integrated spaces, Cinnamon Life designed by globally acclaimed master architect Cecil Balmond will consist of a luxury 800-room five-star hotel, 427 premium residential apartments, a 30-storey office complex, 5-storeys of retail and unlimited entertainment.
JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Image-2-Advisory-Medical-Officer-in-charge-of-the-area-with-his-team-at-the-Cinnamon-Life-st
 
JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Image-3-Construction-of-Cinnamon-Life
http://bizenglish.adaderana.lk/cinnamon-life-post-covid-standard-commended-by-health-officials-construction-resumes/

210JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 8 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Tue May 19, 2020 1:01 pm

Thushara Ayya

Thushara Ayya
Moderator
Moderator

Go up JKH go go....

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