PLANTATION SECTOR

xhora wrote:

Nandun wrote:

xhora wrote:

Nandun wrote:

xhora wrote:WATA now dont have Tea, they are now 100% Oil palm and Dairy Business

Are You Sure?

Yes Check their annual reports, Oil Palm is very profitable with margins near 50%

Yes but still they're doing tea

No please check June 2020 Quarter financials "Segmental Analysis - Group" No revenue from tea.
That Watawala Tea, Zesta and Rankahata brands available in the market are under Sunshine Holdings and nothing to do with Watawala Plantations. Sunshine buy tea from other plantations, pack and sell both locally and internationally

KavinduTM wrote:Highly recommend NAMU and KGAL.

gayan1987 wrote:How is the BALA for Mid term investment? Is the current price is good for collect?

glad wrote:Hi Kavindu
Have you considered the pending wage and Palm oil issues?

arun.cse wrote:At this time best in manufacturing sectors. Haycarb, Dipp, Expo are better counters than plantation sectors.

KavinduTM wrote:

gayan1987 wrote:How is the BALA for Mid term investment? Is the current price is good for collect?

Invest in BALA and KOTA if you can have strong holding power. At least 18 months (1 & half yr). As they are still having the curve. 

Look sharp KOTA is still trading below 7/=. It's true that the KOTA NAV was decreased by 66% over 3 years.Also BALA is having a (-) NAV of 14. But now they are starting to perform better now. KOTA June QR not released yet. Guess what will happen if it is positive. 

So according to my view if you are investing in plantation sector,


Invest 30% in BALA and KOTA. (BALA is trading below 14/= and KOTA is trading below 7/= .They are still in loses and warming up. Trading @low prices and even 100% gain is possible within couple years. But cannot expect a dividend sooner.)

Invest 60% in NAMU and KGAL. (They are already earning profits and paying good amounts of dividends , so if you are buying @current prices you will be able to get more than 9% dividend + capital gain.) Much better than FDs

You can wait and invest the remaining 10% in any other interested plantation after a good analysis.

Good Luck!

glad wrote:Palm oil issue, I believe will have a serious impact ( ELPL, NAMU) unless the government take it step by step. Tea estates have more labour force than rubber or palm. And because of that and also they may have to pay the arrears + EPF, ETF and also termination benefits. Probably the plantation sector will not pay any dividends. And then the next salary adjustment will be round the corner. This is what I think, correct me I am wrong.

Teller wrote:How teller predicted it? Namu@100,

https://youtu.be/xNiFXRXQzPI

pra4u wrote:

Teller wrote:How teller predicted it? Namu@100,

https://youtu.be/xNiFXRXQzPI

i watched your video on Sunday was planning to buy 
but when i enter the market Monday morning i was bit late and missed the train it was 110
planned yesterday again boosted to 120
now today 125 

i totally missed 25% within 3days opportunity
 really worrying about the missed opportunity

KavinduTM wrote:

pra4u wrote:

Teller wrote:How teller predicted it? Namu@100,

https://youtu.be/xNiFXRXQzPI

i watched your video on Sunday was planning to buy 
but when i enter the market Monday morning i was bit late and missed the train it was 110
planned yesterday again boosted to 120
now today 125 

i totally missed 25% within 3days opportunity
 really worrying about the missed opportunity

I know this. My dad has the same problem. Sometimes we have to buy without bargaining. We must have confidence about what are we doing.

Tbh i wasn't watching NAMU, but after teller's recommendation i studied the share and that was pretty interesting. So i directly purchased from seller @105 without bargaining. But there few issues as glad mentioned palm oil issue. Their main profit making segment is oil palms. We need to be aware of that. Btw they pay a good dividend annually.

pra4u wrote:

KavinduTM wrote:

pra4u wrote:

Teller wrote:How teller predicted it? Namu@100,

https://youtu.be/xNiFXRXQzPI

i watched your video on Sunday was planning to buy 
but when i enter the market Monday morning i was bit late and missed the train it was 110
planned yesterday again boosted to 120
now today 125 

i totally missed 25% within 3days opportunity
 really worrying about the missed opportunity

I know this. My dad has the same problem. Sometimes we have to buy without bargaining. We must have confidence about what are we doing.

Tbh i wasn't watching NAMU, but after teller's recommendation i studied the share and that was pretty interesting. So i directly purchased from seller @105 without bargaining. But there few issues as glad mentioned palm oil issue. Their main profit making segment is oil palms. We need to be aware of that. Btw they pay a good dividend annually.

i entered the market in 2020 june after 2011 
even then i lost 10% of my investment

today all plantations performed great if i enter now what is your recommendation?

KavinduTM wrote:

pra4u wrote:

KavinduTM wrote:

pra4u wrote:

Teller wrote:How teller predicted it? Namu@100,

https://youtu.be/xNiFXRXQzPI

i watched your video on Sunday was planning to buy 
but when i enter the market Monday morning i was bit late and missed the train it was 110
planned yesterday again boosted to 120
now today 125 

i totally missed 25% within 3days opportunity
 really worrying about the missed opportunity

I know this. My dad has the same problem. Sometimes we have to buy without bargaining. We must have confidence about what are we doing.

Tbh i wasn't watching NAMU, but after teller's recommendation i studied the share and that was pretty interesting. So i directly purchased from seller @105 without bargaining. But there few issues as glad mentioned palm oil issue. Their main profit making segment is oil palms. We need to be aware of that. Btw they pay a good dividend annually.

i entered the market in 2020 june after 2011 
even then i lost 10% of my investment

today all plantations performed great if i enter now what is your recommendation?

Bro i clearly pointed out my recommendations in plantation sector in a above post 2 days ago. Didn't you make your investments?

Your attached 4to isn't showing.

pra4u wrote:
Thank you what is your recommendation to enter at current price levels. out of today 52 weeks highest price recorders

HPFL - may be dividend soon
LVEF
NAMU
HAPU
HPL
AGST
BOPL
KOTA

I think there might be price correction for some of above 
any idea?
otherwise, they may fly even-higher when i am expecting price correction (Like NAMU) or i may enter at the wrong price 
your view may be helpful to all of the others

     

Company Name	Ex-Dividend Date	Dividend	Type	Payment Date	Yield
LOTUS HYDRO POWER PLC	7-Oct-19	0.8		16-Oct-19	11.94%
LOTUS HYDRO POWER PLC	28-Oct-16	0.8		8-Nov-16	14.81%

KavinduTM wrote:

pra4u wrote:
Thank you what is your recommendation to enter at current price levels. out of today 52 weeks highest price recorders

HPFL - may be dividend soon
LVEF
NAMU
HAPU
HPL
AGST
BOPL
KOTA

I think there might be price correction for some of above 
any idea?
otherwise, they may fly even-higher when i am expecting price correction (Like NAMU) or i may enter at the wrong price 
your view may be helpful to all of the others

     

Company Name	Ex-Dividend Date	Dividend	Type	Payment Date	Yield
LOTUS HYDRO POWER PLC	7-Oct-19	0.8		16-Oct-19	11.94%
LOTUS HYDRO POWER PLC	28-Oct-16	0.8		8-Nov-16	14.81%

Yeah price correction may happen sooner. Try to grab KOTA and KGAL then. Give priority to KGAL. It is really good around 60. I think they will pay at least 6rs this time. Also AGST is okay to buy below 5.

KavinduTM wrote:

pra4u wrote:
Thank you what is your recommendation to enter at current price levels. out of today 52 weeks highest price recorders

HPFL - may be dividend soon
LVEF
NAMU
HAPU
HPL
AGST
BOPL
KOTA

I think there might be price correction for some of above 
any idea?
otherwise, they may fly even-higher when i am expecting price correction (Like NAMU) or i may enter at the wrong price 
your view may be helpful to all of the others

     

Company Name	Ex-Dividend Date	Dividend	Type	Payment Date	Yield
LOTUS HYDRO POWER PLC	7-Oct-19	0.8		16-Oct-19	11.94%
LOTUS HYDRO POWER PLC	28-Oct-16	0.8		8-Nov-16	14.81%

Yeah price correction may happen sooner. Try to grab KOTA and KGAL then. Give priority to KGAL. It is really good around 60. I think they will pay at least 6rs this time. Also AGST is okay to buy below 5.

Next 
KELANI VALLEY PLANTATIONS PLC  target Price Rs 85.00

Harry82 wrote:

Next 
KELANI VALLEY PLANTATIONS PLC  target Price Rs 85.00