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Sri Lanka Equity Forum » Stock Market Talk » JOHN KEELLS HOLDINGS PLC (JKH.N0000)

JOHN KEELLS HOLDINGS PLC (JKH.N0000)

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281JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Sat Jun 13, 2020 3:29 pm

Teller


Moderator
Moderator
Thats why im downgrading JKH, impact of transportation ,leisure and financial sector is huge . Also its above 50% of total operation. Industries like leisure will not give an output with out running maximum capacity.

282JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Sat Jun 13, 2020 5:20 pm

Antonym


Vice President - Equity Analytics
Vice President - Equity Analytics
@Teller wrote:Thats why im downgrading JKH, impact of transportation ,leisure and financial sector is huge . Also its above 50% of total operation.  Industries like leisure will not give an output with out running maximum capacity.

Not just JKH, all businesses have been adversely impacted to various degrees - and a valuation downgrade is certainly justified. The question is: How much? That question is difficult to answer because the future is so uncertain.

By virtue of its size and presence in key sectors of the economy, JKH is a bellwether stock, and a reasonably well-managed group of companies.

The risk is primarily due to the high holding by foreigners (45.3%: mainly funds), who would have to sell at any price if they face redemption pressure. On the other hand, it is unlikely that they would sell if they don't have to.

Do I think JKH is a good buy at the current price? Yes, because I have a long-term perspective, and I think this group has the resilience it takes to bounce back.

Is a JKH share worth only Rs 80? No, it is worth much more. There are persons who sold the share at Rs 80 this year, and there are other persons who have bought the share at Rs 160 earlier this year.

What I am trying to say is that what small timers like us need to do is stick to the basic principles: Invest when you believe that prices are low, and sell when you believe that prices are high. Good luck!

(Confession: I have placed a Buy order at Rs 100.20. Who knows? I might get lucky if a foreign fund decides to sell off!)

283JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Tue Jun 16, 2020 10:24 pm

Quibit


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@Antonym wrote:
@Teller wrote:Thats why im downgrading JKH, impact of transportation ,leisure and financial sector is huge . Also its above 50% of total operation.  Industries like leisure will not give an output with out running maximum capacity.

Not just JKH, all businesses have been adversely impacted to various degrees - and a valuation downgrade is certainly justified. The question is: How much? That question is difficult to answer because the future is so uncertain.

By virtue of its size and presence in key sectors of the economy, JKH is a bellwether stock, and a reasonably well-managed group of companies.

The risk is primarily due to the high holding by foreigners (45.3%: mainly funds), who would have to sell at any price if they face redemption pressure. On the other hand, it is unlikely that they would sell if they don't have to.

Do I think JKH is a good buy at the current price? Yes, because I have a long-term perspective, and I think this group has the resilience it takes to bounce back.

Is a JKH share worth only Rs 80? No, it is worth much more. There are persons who sold the share at Rs 80 this year, and there are other persons who have bought the share at Rs 160 earlier this year.

What I am trying to say is that what small timers like us need to do is stick to the basic principles: Invest when you believe that prices are low, and sell when you believe that prices are high. Good luck!

(Confession: I have placed a Buy order at Rs 100.20. Who knows? I might get lucky if a foreign fund decides to sell off!)

👍 spot on JKH is yet correct itself to real market conditions! My buying price is 67/=. Hope I will be luckier! Great to see you again.

284JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 17, 2020 5:27 am

MarketWch


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Investors are not idiots to sell jkh at 67/= 
Your valuations are incorrect 
Dream till this goes to 155

285JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 17, 2020 8:20 am

Soilconomy


Senior Equity Analytic
Senior Equity Analytic
@MarketWch wrote:Investors are not idiots to sell jkh at 67/= 
Your valuations are incorrect 
Dream till this goes to 155
True.these people lost the oppertunity to collect when it was at 80 now crying...haha epic
so called manipulative moderators...pitty...If there was a world war then will come to 80 level again...not in near future...when it was at 80 no one give a crap to talk and tell to buy now that they lost the chance to buy they try their luck on forums...lol...cry babies.....
lol!

286JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 17, 2020 11:06 am

Soilconomy


Senior Equity Analytic
Senior Equity Analytic
120 now soon will move forward.gradually...up and downs are normal in good market..cheers
I am confident that the current president will improve the country...

287JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Fri Jun 19, 2020 7:34 am

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@Soilconomy wrote:120 now soon will move forward.gradually...up and downs are normal in good market..cheers
I am confident that the current president will improve the country...
First let people to have meal without starving.....Then praise your president.... Evil or Very Mad Evil or Very Mad Evil or Very Mad

288JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Tue Jun 23, 2020 9:15 pm

Quibit

Quibit
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
*JOHN KEELLS HOLDINGS - LONG TERM FINANCING AGREEMENT WITH IFC*
JKH has entered into a long-term financing agreement with the International Finance Corporation (IFC) for USD 175mn to support funding company’s investment pipeline. The proceeds from the facility will primarily be utilised to fund the Group’s expansion of its supermarkets business, recent investments in hotels in the Maldives and Sri Lanka and for general corporate investments.

Key features of the facility:
*Rate - 6-month LIBOR plus margin of 380 basis points (based on the 6-month LIBOR as of date, the initial interest
rate on the loan will be 4.21 per cent per annum)
*Step-down pricing mechanism - A step-down pricing mechanism to a margin of 355 basis
points by March 2024
*Tenor - Ten-year tenor till June 2030
*Grace period - Four years with capital repayments commencing in
December 2024

This facility is IFC’s largest investment to-date in Sri Lanka.

-Please refer https://cdn.cse.lk/cmt/announcement_portal_prod/20200623-%20JKH%20IFC%20Annoucement%20V%2015%20FINAL_3692103437719468.pdf

_(Lanka Securities Research)_

289JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 8:02 am

Soilconomy


Senior Equity Analytic
Senior Equity Analytic
next stop for JKH 145

Kipling likes this post

290JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 11:29 am

samaritan


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
IFC INVESTS 175mn US$ IN JKH's BUSINESSES IN SRI LANKA.
https://www.lankabusinessnews.com/ifc-invests-175-million-in-john-keells-holdings-businesses-in-sri-lanka-and-the-maldives-to-boost-retail-and-tourism/


This is just the beginning. Tourists generally love the Roulette overlooking the waterfront!

Kipling likes this post

291JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 2:18 pm

xhunter

xhunter
Equity Analytic
Equity Analytic
@Dharshi , case solved da? or are you still waiting?
I can describe you using two words,
1. Cunning -> because you are trying to cheat others using cheap tricks
2. Stupid -> because you think all others are idiots.

Do you own retro :

DharshiJKH will come under 90.00. You wait and see... JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Clip_image001  JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Clip_image001  queen.
 
Dharshi
At least Teller Ayya doing some classes in Youtube to teach people about shares trading. But what you are doing...? Don't try to mislead people by giving them false hopes about market and make them loose their hard earned money. Also learn how to talk and behave yourself with your female colleague... JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Clip_image002  .
 
Dharshi
I am not misleading the newcomers. You guys are misleading them by showing them an artificial hype. After the Corona pandemic, every body knows the economy is down and how the other world markets are performing. Also we know the history of CSE. How CSE alone will go hype after hype...??? Don't be so cunning and try to deceive innocent people's money. Already in CSE, the shares prices are selling unrealistically very high. You will see a drastic drop soon reflecting the real economy... JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Clip_image003  .
 
Dharshi
 
My answer is very simple. @Xhunter - Don't think CSE like your interested programming languages which have proper reasoning behind every constructs or code segments. In CSE lot of front/back elements control price movements, which normally can't be logically reasoned using financial knowledge. The history tells all about CSE....Smile.

So my JKH estimation of price is 90.00.

The reasoning behind this is,

Price of share = V1+ x*y+ z
V1=40, x=5, y=4, z=100
So estimated price of share comes as 90/=.

Now you understand.... 
JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Clip_image004

Kipling likes this post

292JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 2:46 pm

Miss-Sangeetha

Miss-Sangeetha
Moderator
Moderator
JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Teller26
Teller, no point in removing my post, If you have guts put forward your arguments here, rather than removing my post, abusing your moderator power to remove my post and refusing, that you are behind that act. 
Broker firm agent Teller.

samaritan, Kipling, Eranga87 and xhunter like this post

293JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 3:03 pm

xhunter

xhunter
Equity Analytic
Equity Analytic
@Miss-Sangeetha wrote:JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Teller26
Teller, no point in removing my post, If you have guts put forward your arguments here, rather than removing my post, abusing your moderator power to remove my post and refusing, that you are behind that act. 
Broker firm agent Teller.
@Teller, one thing i should tell you, even in a online forum there is "code of ethics", a moderator never remove or amend any post if that post is related to the moderator or post contains a counter argument to point that moderator made. i would say it is impractical to hide your organized intention from members or new comers by just removing a post.

samaritan and Kipling like this post

294JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 8:07 pm

Teller

Teller
Moderator
Moderator
See, who removed your posts thats not ethical . I understood JKH had issues , SAME THING JKH ALSO UNDERSTOOD . THATS WHY THEY ASKED 250+ $ million loan . Now their problems will solve slowly . But dont expect much improvement of business but it will improve their cash flow. Jkh should appreciate me as prior to them i understood their cadh flow and issues , so they reacted quickly . These are called analysis.


_________________




Teller said is said..

295JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 8:59 pm

Miss-Sangeetha

Miss-Sangeetha
Moderator
Moderator
@Teller wrote:See, who removed your posts thats not ethical . I understood JKH had issues , SAME THING JKH ALSO UNDERSTOOD . THATS WHY THEY ASKED 250+ $ million loan . Now their problems will solve slowly . But dont expect much improvement of business but it will improve their cash flow. Jkh should appreciate me as prior to them i understood their cadh flow and issues , so they reacted quickly . These are called analysis.

Roque in gentleman clothing.

Chathura3679 likes this post

296JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Wed Jun 24, 2020 9:09 pm

Teller

Teller
Moderator
Moderator
Come with evidences. This is not fair


_________________




Teller said is said..

297JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Sat Jun 27, 2020 2:44 pm

Dharshi

Dharshi
Senior Equity Analytic
Senior Equity Analytic
JKH.N000 will come under 90.00. You wait and see... queen

298JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Sat Jun 27, 2020 3:34 pm

xhunter

xhunter
Equity Analytic
Equity Analytic
@Dharshi wrote:JKH.N000 will come under 90.00. You wait and see... queen
When you are in deep shit, keep you mouth shut. others can not see whether you naked or not because you are covered by shit. so only thing you had to do is just keep your mouth shut, but again you failed.

Kipling likes this post

299JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 15 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Tue Jun 30, 2020 11:22 am

samaritan


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Waterfront could be another 'Burswood' like entertainment city. Its just 2 months away for JKH to reach unimaginable heights!

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