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Sri Lanka Equity Forum » Stock Market Talk » Plantation Sector

Plantation Sector

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1Plantation Sector Empty Plantation rally. on Thu Feb 03, 2011 4:26 pm

Rajitha

Rajitha
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
This is what I have been telling for like a month now. This is still just the beginning and we can see another few really huge rally when reports of rubber and oil palm crop plantations hit the market. Atm Plantations stocks still are way too undervalued and should have a better run one day than even the poultry sector. (considering the future growth+ risk factor looks better for plantation at the moment with rubber + palm oil crops).
I just posted few days ago( like 3 days) telling to have a look at MAL.X in short term by end of this month. It went to 3 page discussion where so many reputed people arguing about it. Now it has gone from rs 61 to rs 73 in just 2-3days. HOPL is still hugely under valued for its last financial figures and so will most plantation after there reports come up. GL ALL (Specially to who was insightful enough to invest in the plantation sector. king)

2Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 5:05 pm

econ

econ
Global Moderator
I think many plantations have cyclical behavior as expected.plantation shares do not go straight up or down.because many outside risk factors are with plantations.even very good plantation company might suffer from international prices,weather conditions,political situation etc.. .
That is a one reason for many undervalued counters in plantation sector.
This plantation rally is due to high rubber prices.but tea plantations are not reported good profits.
I think rubber prices will be remained high for few more quarters so rubber plantations(KGAL,KOTA,RICH,AGAL etc) are very attractive in these days..
Also many plantations are illiquid so sudden rapid increase of price is not uncommon in plantation sector.

3Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 6:30 pm

mission


Manager - Equity Analytics
Manager - Equity Analytics
Econ u should add namunukula also into that list.. it has rubber and oil palm both.Just go through their quarterlies and annual report.

4Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 6:31 pm

tubal


Vice President - Equity Analytics
Vice President - Equity Analytics
Plantation companies have already gone up expecting good news. In other words, the coming results are reflected in the current prices.

5Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 7:11 pm

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics
major investment bank and key oil market analyst, Goldman Sachs perdicted oil prices to sour in the coming months. Some analyst predicts it to reach USD 150 before end of the year.

Strengthening crude prices could increase the price of synthetic rubber and thus natural rubber too. On top of continued , horrible whether in the region, natural suspply distruptions, growing demand could incerse the price of rubber. This situation could be there at least for 2011.

The period may be good for natural rubber producers. However, prices have shot up and may require careful analysis of individual stocks before purchase desision. At the end, its your money , you bear the profit or loss

6Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 7:24 pm

Rajitha

Rajitha
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
http://www.ft.lk/2011/02/03/horana-plantations-forecast-to-post-rs-387-m-net-profit-in-fy2011/
todays news.
Econ I never talked about Tea and specifically told what to look for. Anyway I can't do all the research for you guys and nor have time to type a huge analysis for pages to justify it. Just do you own and if don't want to stay away from the plantation stocks. I'm just here to give a brief idea and I already told why in my previous topic with data. I'll Just write few times in coming months saying how much these specific plantation stocks have climbed.

7Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 7:40 pm

econ

econ
Global Moderator
@Rajitha wrote:http://www.ft.lk/2011/02/03/horana-plantations-forecast-to-post-rs-387-m-net-profit-in-fy2011/
todays news.
Econ I never talked about Tea and specifically told what to look for. Anyway I can't do all the research for you guys and nor have time to type a huge analysis for pages to justify it. Just do you own and if don't want to stay away from the plantation stocks. I'm just here to give a brief idea and I already told why in my previous topic with data. I'll Just write few times in coming months saying how much these specific plantation stocks have climbed.

I did not say your opinion wrong.. I just posted my opinion as a whole plantation sector.

8Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 9:11 pm

mono

mono
Vice President - Equity Analytics
Vice President - Equity Analytics
This rally may even be dead before it started. The banks started moving in the last hour. If the financial sector runs it'll eat up the plantation rally. But plantations are good. there are definitely nice one's out there.

9Plantation Sector Empty Re: Plantation Sector on Thu Feb 03, 2011 9:43 pm

mission


Manager - Equity Analytics
Manager - Equity Analytics
Richard Pieris & Company, a group which has plantations firms, apart from retail and rubber manufacturing, was the most actively traded stock, with over 21 million shares done, and the share closing at 13.90 rupees, up 90 cents.

Madulsima Plantations, a tea growing firm that is part of the Stassen group, was the highest gainer, closing at 28.50, up 8.10 rupees, while Agalawatte Plantations, which grows rubber and palm oil, closed at 110.90, up 21.40.

Kotagala Plantations, which grows rubber and tea, closed at 209.50, up 31.20

High prices for tea, rubber and palm oil have drawn investors to plantations firms, brokers said.

http://lbo.lk/fullstory.php?nid=2144946687

we should look for plantations with rubber and palm oil.

investor0000


Equity Analytic
Equity Analytic
It is said that plantation sector companies are undervalued....what is the truth behind this story?

11Plantation Sector Empty Re: Plantation Sector on Sun Feb 13, 2011 6:07 pm

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics

12Plantation Sector Empty Re: Plantation Sector on Sun Feb 13, 2011 6:39 pm

Quibit

Quibit
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
It is common knowledge that plantation sector turnover/profitability is cyclical. This is as a result of drought the Sri Lankan agriculture crops faces once in every 5 years. Commodity prices have escalated due to high demand and lower production backed by high crude oil prices have helped some of the plantation companies to make significant profits this year. After a good year of income sustainability would usually becomes a daunting task.

13Plantation Sector Empty Plantation Sector........... on Thu Sep 08, 2011 4:02 pm

Navigator

Navigator
Stock Analytic
Stock Analytic
What is the best share in Plantation Sector at the present......?
What do you guys think about HOPL.....? Is it worth to buy.....?
Question Question Question

14Plantation Sector Empty Re: Plantation Sector on Thu Sep 08, 2011 4:07 pm

Be cautious


Stock Analytic
Stock Analytic
i think wata is good to buy Smile
hopl is also good share but better to wath closely before you buy



Last edited by Be cautious on Thu Sep 08, 2011 4:10 pm; edited 1 time in total

15Plantation Sector Empty Re: Plantation Sector on Thu Sep 08, 2011 4:09 pm

MY MONEY

MY MONEY
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
yeha HOPL is a gud share ,

anyone knw any news about RICH

16Plantation Sector Empty Re: Plantation Sector on Thu Sep 08, 2011 4:10 pm

ABEST


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

17Plantation Sector Empty Re: Plantation Sector on Thu Sep 08, 2011 4:13 pm

Be cautious


Stock Analytic
Stock Analytic
statement is published in cse for 31/06/2011

18Plantation Sector Empty Re: Plantation Sector on Thu Sep 08, 2011 4:16 pm

ABEST


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Be cautious wrote:statement is published in cse for 31/06/2011
i am saying 30.09.2011
because,wage hike matter will reflect next financial statement

19Plantation Sector Empty Re: Plantation Sector on Thu Sep 08, 2011 4:26 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
@Navigator wrote:What is the best share in Plantation Sector at the present......?
What do you guys think about HOPL.....? Is it worth to buy.....?
Question Question Question

Many companies had - EPSs due to wage issue. Few companies might have shown positive eps ( tricky) due to not reporting the gratuity and some wage backpay.

One group of companies reported + eps even after taking care of gratuity and wage hike. Can you guess? KGAL and NAMU. ( ofcourse RICH reduced management charges as courtesy) but they reported + Eps.

If interested in plantations best is to look at the facts I mentioned and identify the share which has the strongest potential to recover. ( I am talking medium term investment).

If for short term, it is different story as any of the beaten down share from time to time can have small upward movements.

20Plantation Sector Empty Re: Plantation Sector on Thu Sep 08, 2011 8:29 pm

Jana1


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
This may not be a good time for plantation. I will wait till next qtr report out

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