LDEV & MAL Why?

wisdom · 1 LDEV & MAL Why? Wed Dec 27, 2017 8:51 am

wisdom

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Ceylon Tea Auction HighGrown Comparison 2017-Q3 2017-Q4 (Source-Ceylon Tea board)
2017-July to Sep					2017-Oct to Dec
Auction No	Volume	High Grown Av. Price	Income	Auction No	Volume	High Grown Av. Price	Income
26	1096945	544	596,343,180	39	838638	665	557,836,838
27	155547	555	86,309,919	40	954267	665	634,845,207
28	1149916	568	653,186,785	41	1029552	665	684,291,737
29	1114313	577	642,646,593	42	983708	646	635,426,183
30	994153	579	575,147,335	43	974806	646	630,085,354
31	698178	612	427,438,535	44	844161	641	540,963,694
32	1151081	592	681,014,052	45	817630	647	528,769,497
33	1122194	598	671,307,673	46	1096512	651	713,993,789
34	933438	625	583,146,722	47	1112984	656	730,451,071
35	855319	619	529,681,950	48	1029450	651	670,007,238
36	920801	627	577,517,179	49	966223	645	622,904,644
37	852904	646	550,805,403	50	997065	644	641,730,975
38	866920	656	568,751,535				0

Total Volume 2017-Q3(Kg)			11,911,709	Total Volume 2017-Q3(Kg)			11,644,996
Average Price /Kg			600	Average Price /Kg			652
Total Revenue for Q3			7,143,296,863	Total Revenue for Q3			7,591,306,227



Company	17-Q2+Q3	Q1+Q2+Q3	17-Q3	Proj. Annual EPS	Price	PE

KVAL	LOSS			LOSS	82
NAMU	12.49			24.98	91	3.6
KGAL	7.95			15.9	69.5	4.4
HAPU		3.77	0.46	4.23	31	7.3
WATA	3.14			6.28	27.3	4.3
KOTA	LOSS			LOSS	10.5
MADU		1.31	-0.57	0.74	13.2	17.8
MASK	3.26			6.52	22	3.4	High grown
UDPL		9.63	-0.36	9.27	41.4	4.5
HORA	0.85			1.7	23.9	14.1
TPL	5.69			11.38	55.7	4.9
ELPL	3.91			7.82	29.7	3.8	Low grown
KAHA		1.62	-0.18	1.44	38.2	26.5
BOPL	2.11			4.22	16.9	4.0	High grown
MAL-N		2.52	1.04	3.56	11.3	3.2	High grown
BALA		13.4	1.34	14.74	28.8	2.0	Uva & Low
LDEV	2.93			2.93	7.5	2.6	High grown
Projected EPS- Companies allready provided last six months EPS*2 & For the companies allready provided last nine months-Last 9 months+last 3 months

Conclusion-Is is very clear about MAL,BALA &LDEV as very low PE counters. Since BALA recoreded considerable amount of earnings from Q2 as other operating income and it couldn’t provided good reports for Q1 & Q3, Im not able to recommend confidently. NAMU mostly showing good performance consistantly but it is prety much illiqud share. MASK, ELPL also showing decent performance in termes of PE. When it consider crowd behaviour people tend to buy shares with small counters SO MAL & LDEV might apreciate higher than others.(LDEV-R still need to come to market)

Yahapalanaya · 2 Re: LDEV & MAL Why? Wed Dec 27, 2017 7:16 pm

Yahapalanaya

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wisdom wrote:
Ceylon Tea Auction HighGrown Comparison 2017-Q3 2017-Q4 (Source-Ceylon Tea board)
2017-July to Sep 2017-Oct to Dec
Auction No Volume High Grown Av. Price Income Auction No Volume High Grown Av. Price Income
26 1096945 544 596,343,180 39 838638 665 557,836,838
27 155547 555 86,309,919 40 954267 665 634,845,207
28 1149916 568 653,186,785 41 1029552 665 684,291,737
29 1114313 577 642,646,593 42 983708 646 635,426,183
30 994153 579 575,147,335 43 974806 646 630,085,354
31 698178 612 427,438,535 44 844161 641 540,963,694
32 1151081 592 681,014,052 45 817630 647 528,769,497
33 1122194 598 671,307,673 46 1096512 651 713,993,789
34 933438 625 583,146,722 47 1112984 656 730,451,071
35 855319 619 529,681,950 48 1029450 651 670,007,238
36 920801 627 577,517,179 49 966223 645 622,904,644
37 852904 646 550,805,403 50 997065 644 641,730,975
38 866920 656 568,751,535 0

Total Volume 2017-Q3(Kg) 11,911,709 Total Volume 2017-Q3(Kg) 11,644,996
Average Price /Kg 600 Average Price /Kg 652
Total Revenue for Q3 7,143,296,863 Total Revenue for Q3 7,591,306,227
Company 17-Q2+Q3 Q1+Q2+Q3 17-Q3 Proj. Annual EPS Price PE

KVAL LOSS LOSS 82
NAMU 12.49 24.98 91 3.6
KGAL 7.95 15.9 69.5 4.4
HAPU 3.77 0.46 4.23 31 7.3
WATA 3.14 6.28 27.3 4.3
KOTA LOSS LOSS 10.5
MADU 1.31 -0.57 0.74 13.2 17.8
MASK 3.26 6.52 22 3.4 High grown
UDPL 9.63 -0.36 9.27 41.4 4.5
HORA 0.85 1.7 23.9 14.1
TPL 5.69 11.38 55.7 4.9
ELPL 3.91 7.82 29.7 3.8 Low grown
KAHA 1.62 -0.18 1.44 38.2 26.5
BOPL 2.11 4.22 16.9 4.0 High grown
MAL-N 2.52 1.04 3.56 11.3 3.2 High grown
BALA 13.4 1.34 14.74 28.8 2.0 Uva & Low
LDEV 2.93 2.93 7.5 2.6 High grown
Projected EPS- Companies allready provided last six months EPS*2 & For the companies allready provided last nine months-Last 9 months+last 3 months

Conclusion-Is is very clear about MAL,BALA &LDEV as very low PE counters. Since BALA recoreded considerable amount of earnings from Q2 as other operating income and it couldn’t provided good reports for Q1 & Q3, Im not able to recommend confidently. NAMU mostly showing good performance consistantly but it is prety much illiqud share. MASK, ELPL also showing decent performance in termes of PE. When it consider crowd behaviour people tend to buy shares with small counters SO MAL & LDEV might apreciate higher than others.(LDEV-R still need to come to market)

Wisdom has done good job.Now You seems differant person.
But many stock prices already appreciated for this profit.Investors need to do further analysis.

wisdom · 3 Re: LDEV & MAL Why? Thu Dec 28, 2017 4:00 am

wisdom

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Hey Yahapalanaya believe or not my joining date is as shown with my name.
As far as I can see there is no other sector in Colombo Exchange ready to move. Of course Bank Finance doing well but with the average market ternover this is too big for the start . And also interest rate , current economic growth, Potential and announced right issues not supporting this moment. Less participation of real investors rather than traders is a problem for the sustainable growth.
If consumer confidence increases we can expect good results for coming quarters for Beverage and Food. But at this point that not gonna happen as an average.
Poultry is another sector should popular this time of the year but as a sector still we can’t expect outstanding results from all companies for the coming quarters.
I believe plantation sector is one of the best for this period. Forecasted tea price for next couple of years , Considerably low PE , More no of counters that people can find the same sector, and traders allready earned some money and looks like trend still continues are the reasons I believe this sector. We might see something before end of Feb in here.