Sri Lanka Equity Forum
Dear Reader,

Registration with the Sri Lanka Equity Forum would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
Sri Lanka Equity Forum
Sri Lanka Equity Forum
Would you like to react to this message? Create an account in a few clicks or log in to continue.

Latest news, reviews, discussions and analysis of stock market and investment opportunities in Sri Lanka

සිංහල පරිවර්තනය
Contribute
Submit Post

Submit Post

Latest topics

» Malwatte Valley Plantations Ltd... MAL.N0000
by Cma Today at 1:35 am

» ඔබත් සුලු කොටස් අරගෙන අත්ව්ඳ පලපුරුද්ද ලබා ගැනීමට උත්සාහ ගන්න.
by Baba2020 Today at 1:23 am

» Hotel rally with GHLL
by Mithooshan Yesterday at 11:30 pm

» TOKYO CEMENT COMPANY (LANKA) PLC
by Baba2020 Yesterday at 11:04 pm

» KEEP ON EYE COMB.N AND COMB.X
by pra4u Yesterday at 9:59 pm

» HAYLEYS FABRIC PLC (MGT.N0000)
by Sandaruwan mk Yesterday at 9:38 pm

» මේ LOLC සමූහය BRWN – BIL –CLC- LOFC ) මට පේන විදිහ - මේ මගේ අදහස
by Eranga87 Yesterday at 9:22 pm

» HAYCARB PLC
by Win Win Yesterday at 8:56 pm

» HAYCARB PLC (HAYC.N0000)
by Win Win Yesterday at 8:53 pm

» EAST WEST PROPERTIES PLC (EAST.N0000)
by Dr_CSE Yesterday at 8:43 pm

» KELANI VALLEY PLANTATIONS PLC (KVAL.N0000)
by gosrilanka Yesterday at 7:21 pm

» Dr. Godahewa to be State Minister for capital markets
by rajini Yesterday at 7:10 pm

» plantation Sector
by pra4u Yesterday at 4:17 pm

» Russia's claim to Covid 19 vaccine & Capital markets
by dayandacool Yesterday at 4:13 pm

» DON'T MISS DIPPED PRODUCTS[DIPD]
by Beta1 Yesterday at 3:39 pm

» HVA FOODS PLC (HVA.N0000)
by samaritan Yesterday at 1:35 pm

» After BIL right issue next LOLC... be careful..
by kalu351 Yesterday at 1:21 pm

» LANKEM DEVELOPMENTS PLC (LDEV.N0000)
by kalu351 Yesterday at 9:55 am

» ස්ථාවර රජයක්
by Kipling Yesterday at 9:31 am

» LOLC HOLDINGS PLC (LOLC.N0000)
by Real_Investor Yesterday at 7:53 am

» ASIA SIYAKA COMMODITIES PLC (ASIY.N0000)
by viduranga Mon Aug 10, 2020 11:45 pm

» BROWNS INVESTMENTS PLC (BIL.N0000)
by vikiperera Mon Aug 10, 2020 9:56 pm

» BRWN.........BRWN.........BRWN.........BRWN.........
by Baba2020 Mon Aug 10, 2020 9:28 pm

» DISTILLERIES COMPANY OF SRI LANKA PLC (DIST.N0000)
by Eranga87 Mon Aug 10, 2020 8:52 pm

» ACCESS ENGINEERING PLC (AEL.N0000)
by ADVENTUS Mon Aug 10, 2020 6:08 pm

» TYRE - prospets in the new Government
by Kipling Mon Aug 10, 2020 2:28 pm

Twitter Feeds
POPULAR COMPANIES
A

ABANS ELECTRICALS PLC

ACCESS ENGINEERING PLC Hot

ACL CABLES PLC

ACL PLASTICS PLC

ACME PRINTING & PACKAGING PLC

AGSTAR PLC

AITKEN SPENCE HOTEL HOLDINGS PLC

AITKEN SPENCE PLC

ANILANA HOTELS AND PROPERTIES PLC

ARPICO INSURANCE PLC

ASIA ASSET FINANCE PLC

ASIA CAPITAL PLC

B

BAIRAHA FARMS PLC

BALANGODA PLANTATIONS PLC

BIMPUTH FINANCE PLC

BLUE DIAMONDS JEWELLERY WORLDWIDE PLC

B P P L HOLDINGS PLC

BROWNS BEACH HOTELS PLC

BROWNS INVESTMENTS PLC

C

CARGO BOAT DEVELOPMENT COMPANY PLC

CENTRAL INDUSTRIES PLC

CEYLON COLD STORES PLC

CEYLON GRAIN ELEVATORS PLC Hot

CEYLON TEA BROKERS PLC

CEYLON TOBACCO COMPANY PLC

CHEVRON LUBRICANTS LANKA PLC

COLOMBO FORT LAND & BUILDING PLC

COMMERCIAL BANK OF CEYLON PLC

CITRUS LEISURE PLC Hot

COMMERCIAL CREDIT AND FINANCE PLC

D

DANKOTUWA PORCELAIN PLC

DFCC BANK PLC

DIALOG AXIATA PLC

DIALOG FINANCE PLC

DIPPED PRODUCTS PLC

DISTILLERIES COMPANY OF SRI LANKA PLC

DUNAMIS CAPITAL PLC

E

EAST WEST PROPERTIES PLC Hot

EASTERN MERCHANTS PLC

EXPOLANKA HOLDINGS PLC

E-CHANNELLING PLC

F

FIRST CAPITAL HOLDINGS PLC

G

GALADARI HOTELS (LANKA) PLC

GUARDIAN CAPITAL PARTNERS PLC

H

HATTON NATIONAL BANK PLC

HAYLEYS PLC

HAYLEYS FABRIC PLC

HAYLEYS FIBRE PLC Hot

HEMAS HOLDINGS PLC

HIKKADUWA BEACH RESORT PLC

HNB ASSURANCE PLC

HVA FOODS PLC

J

JANASHAKTHI INSURANCE COMPANY PLC

JOHN KEELLS HOLDINGS PLC Hot

JOHN KEELLS HOTELS PLC

L

LANKA ASHOK LEYLAND PLC

LANKA IOC PLC

LANKEM CEYLON PLC

LANKEM DEVELOPMENTS PLC

LAUGFS GAS PLC

LAUGFS POWER LIMITED

LOLC FINANCE PLC

LOLC HOLDINGS PLC

LUCKY LANKA MILK PROCESSING COMPANY PLC

M

MELSTACORP PLC

N

NATIONAL DEVELOPMENT BANK PLC

NATION LANKA FINANCE PLC

NESTLE LANKA PLC

O

ORIENT FINANCE PLC

OVERSEAS REALTY (CEYLON) PLC

P

PANASIAN POWER PLC

PEOPLE'S LEASING & FINANCE PLC

PIRAMAL GLASS CEYLON PLC

PRIME FINANCE PLC

R

RAIGAM WAYAMBA SALTERNS PLC

RENUKA AGRI FOODS PLC

RENUKA CAPITAL PLC

RENUKA HOLDINGS PLC

RICHARD PIERIS AND COMPANY PLC

RICHARD PIERIS EXPORTS PLC Hot

ROYAL CERAMICS PLC

S

SAMPATH BANK PLC

SEYLAN BANK PLC

SIERRA CABLES PLC

SINGHE HOSPITALS PLC Hot

SMB LEASING PLC

SOFTLOGIC HOLDINGS PLC

SOFTLOGIC LIFE INSURANCE PLC

SRI LANKA TELECOM PLC

SWISSTEK (CEYLON) PLC Hot

T

TEEJAY LANKA PLC

TESS AGRO PLC

THREE ACRE FARMS PLC

TOKYO CEMENT COMPANY (LANKA) PLC Hot

U

UNION BANK OF COLOMBO PLC

V

VALLIBEL FINANCE PLC

VALLIBEL ONE PLC Hot

VALLIBEL POWER ERATHNA PLC

W

WASKADUWA BEACH RESORT PLC

Who is online?
In total there are 93 users online :: 2 Registered, 0 Hidden and 91 Guests

Intrinsic, Promoney

Most users ever online was 541 on Mon Sep 19, 2011 11:29 am
Statistics
We have 23030 registered users
The newest registered user is ChamikaNirmal

Our users have posted a total of 353132 messages in 52239 subjects

You are not connected. Please login or register

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

JOHN KEELLS HOLDINGS PLC (JKH.N0000)

Go to page : Previous  1 ... 10 ... 16, 17, 18

Go down  Message [Page 18 of 18]

341JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 7:13 am

Teller


Moderator
Moderator
(Hexp) Dont make me busy please. 140+ navps, 20 plus eps, postive cash flow, continuously development company ,regular dividedns , so WHAT ELSE YOU WANT?



Last edited by Teller on Thu Jul 30, 2020 8:04 am; edited 1 time in total

342JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 7:53 am

Promoney


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Scree155

343JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 8:02 am

Teller


Moderator
Moderator
We should not talk about the impact to net asset value bbecause of this loss . Some one want to show it for misleading . We should talk about itss Eps and cash flow issue , and the time line it can continue . As jkh overheads are more , its really difficult to manage its cashflow . Especially exposure to hotels and tourism related still not having a clear picture

344JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 9:35 am

Promoney


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
They have had positive cashflow even in June qtr, and the IFC US$ 175Mn was given after the Jun qtr. They have more than enough cashflows

345JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 10:50 am

Baba2020


Equity Analytic
Equity Analytic
When Teller want to discourage he used to tell stories. If cash flow problem is there, how they pay 600mn dividend. He doesn't know how to check the cash flow problem in CFS

346JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 2:17 pm

xhunter

xhunter
Senior Equity Analytic
Senior Equity Analytic
He is doing what he is paid for

Baba2020 likes this post

347JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 2:39 pm

madukp


Stock Trader
@Teller wrote:We should not talk about the impact to net asset value bbecause of this loss . Some one want to show it for misleading .  We should talk about itss Eps and cash flow issue , and the time line it can continue . As jkh overheads are more , its really difficult to manage its cashflow . Especially exposure to hotels and tourism related still not having a clear picture

Teller, why do you emphasize hotels and tourism only in JKH? If you are honest why don't you get the overall picture of JKH, all the business they are doing, and point out + / - in each section? Personally, I'm happy to see even 0.5 rupee dividend they have paid given that is the first interim. We've seen how JKH impacted over the past few years due to political issues running in the country. But investors are seeing the value of this share. If you are seeing something that ordinary ppl can't see, please show it clear with facts. Thanks.

348JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 3:53 pm

Teller

Teller
Moderator
Moderator
Im talking about the operating cash flow here. Taking loans and paying dividend is against the concept . Who knows they want to maintain the share price and go for another right issue. Its a peanut 0.50 cents companies like JKH . Based on its assets based JKH has achieved very poor performance. In this situation fundemental value below to 100/- , this is the reason i didnt recommend jkh in recent past. You can refer my old posts


_________________




Teller said is said..

349JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 4:09 pm

madukp


Stock Trader
@Teller wrote:Im talking about the operating cash flow here. Taking loans and paying dividend is against the concept . Who knows they want to maintain the share price and go for another right issue. Its a peanut 0.50 cents companies like JKH . Based on its assets based JKH has achieved very poor performance.  In this situation fundemental value below to 100/- , this is the reason i didnt recommend jkh in recent past. You can refer my old posts

This is true. I have referred your previous explanations too, those posts are not justifying the fact that JKH should trade under 100. When thinking about the world economic situation and he JKH has performed, still JKH is undervalued as per my view. True, they have losses, I agree that 0.5 profit share is a peanut and the fact that paying a dividend and taking loans rhyme together. But when going through the JKH business perspective one can be anticipated this share will be appreciated to 150 levels in 2021 first quarter easily.

350JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 4:13 pm

Teller

Teller
Moderator
Moderator
I am not against to JKH in long term . Of course it can give 100-200% return in long . But i against in short term CMP. Here so many members upgraded its value 140-160 as a sooner target . But how is it practical . Thats my question .GL


_________________




Teller said is said..

madukp likes this post

351JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 4:21 pm

madukp


Stock Trader
@Teller wrote: I am not against to JKH in long term . Of course it can give 100-200% return in long . But i against in short term CMP. Here so many members upgraded its value 140-160 as a sooner target . But how is it practical . Thats my question .GL

I see that makes sense.

But I really doubt your "value is under 100 theory". True it went down to 80s once, its purely based on the stupidity of the people.

Thanks for sharing. Will you be able to analyze in detail and provide a clear picture of JKH business on diversified sectors and make a prediction when investors could see this giant to be in his feet again? Question

352JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 5:01 pm

xhunter

xhunter
Senior Equity Analytic
Senior Equity Analytic
@Teller wrote: I am not against to JKH in long term . Of course it can give 100-200% return in long . But i against in short term CMP. Here so many members upgraded its value 140-160 as a sooner target . But how is it practical . Thats my question .GL
is there a difference in between 140-160/= mentioned by those members and 80/= mentioned by you.

353JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 5:13 pm

Teller

Teller
Moderator
Moderator
I clearly told , i pay 80- 100 , thats my decision. Different investors have different strategies.


_________________




Teller said is said..

354JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Thu Jul 30, 2020 10:04 pm

Academic


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
JKH lost is partly due to retail sector which was directly impacted by lock down. In my opinion June will be their worst quarter.

355JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Sat Aug 01, 2020 11:42 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
when they lost LMS IN 2009/2008 ON court ruling it was down to 55-65. did't take long to recover .IN CSE bull run without JKH ,I never herd of.

Kipling likes this post

356JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 18 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) on Tue Aug 04, 2020 12:37 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
look at today

Sponsored content


Back to top  Message [Page 18 of 18]

Go to page : Previous  1 ... 10 ... 16, 17, 18

Permissions in this forum:
You cannot reply to topics in this forum