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Sri Lanka Equity Forum » Stock Market Talk » BALANGODA PLANTATIONS PLC (BALA.N0000)

BALANGODA PLANTATIONS PLC (BALA.N0000)

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1BALANGODA PLANTATIONS PLC (BALA.N0000) Empty BALANGODA PLANTATIONS PLC (BALA.N0000) on Mon Oct 10, 2011 3:30 pm

nuwank


Senior Equity Analytic
Senior Equity Analytic
BALA forward P/E 4 (one of the lowest in the industry as well as the CSE)
Share Price - 35
Cash per Share - 21
NAVP - 61 (very conservative estimate as the timber stocks and other assets are well below real market prices)
Last years dividend was LKR 2 per share. Almost a 6% dividend yield alone.
BALA trading at almost 50% the book value.
One of the best plantation companies with very low debt.
Lifting of the Tea import ban in Syria last week and also the end of the war which will happen soon in Libya will be great for the tea industry. Increase in wealth in Russia will have a positive impact on the tea exports of Sri Lanka too.

2BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Mon Oct 10, 2011 5:25 pm

deep


Senior Equity Analytic
Senior Equity Analytic
Who told you that Fwd PER is 4.. ?? rendeer

3BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Mon Oct 10, 2011 6:39 pm

pathfinder

pathfinder
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
a good company in a bad sector!!!

4BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Oct 11, 2011 12:44 pm

paperwork


Stock Trader
watch dog wrote:a good company in a bad sector!!!

Yea, I also think same way. But I think RSI for BALA is below 30 levels. That mean oversold and time to collect and will have a renewed buying interest sooner or later.

5BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Oct 11, 2011 1:21 pm

bakapandithaya

bakapandithaya
Vice President - Equity Analytics
Vice President - Equity Analytics
One of the best company in cse. Current price is attractive

6BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Oct 11, 2011 10:50 pm

CSE.SAS

CSE.SAS
Global Moderator
watch dog wrote:a good company in a bad sector!!!

Well said watch dog.

7BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Oct 11, 2011 11:39 pm

Auther

Auther
Senior Equity Analytic
Senior Equity Analytic
For BALA.n This is not the correct time for me..still free falling stock heading 23-25 range..

8BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Oct 11, 2011 11:44 pm

Think9

Think9
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
One of the best company in cse. Current price is attractive

company ended up in losses last qtr. hw can u say such a thing.

9BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Wed Oct 12, 2011 8:43 pm

bakapandithaya

bakapandithaya
Vice President - Equity Analytics
Vice President - Equity Analytics
@Think9 wrote:
One of the best company in cse. Current price is attractive

company ended up in losses last qtr. hw can u say such a thing.

Y man? u r making decision based on last qtr only? Anyone taking these know what happend to plantation section? u know there was a wage prob? go & chk almost all plantation sector companies ended up with loss.

Another thing, now it is trading @35, its NAVPS is 61. Go to the BALA FS & check?

U said that EAST will pass 70. If wothless EAST can pass 70, having 1Bn as R.Reserve, what is the value should be BALA?

10BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Balangoda Plantations PLC on Mon Sep 25, 2017 2:02 pm

EquityChamp

EquityChamp
Moderator
Moderator
After a brief resistance around 28/- the stock is now moving briskly. Now 29.40. I suggest this as another stock to move in the mid term.  This is the 3rd plantation stock about which I am writing in SLEF.

Study the latest earnings and trading patterns then decide your action quickly.

Thanks

11BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Sep 26, 2017 9:59 am

EquityChamp

EquityChamp
Moderator
Moderator
Touching 30/-. Count is on.

12BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Sep 26, 2017 11:55 am

EquityChamp

EquityChamp
Moderator
Moderator
Moving slowly to 30.5 with absorbing lot of quantities from the market. This is a very good sign as the investors believe BALA is worth more than 30/- and buy it. They do not bother much on the fact that BALA moved from 12/- to 30/- because simply it has value. The fearless investors now moving the stock which is a very positive sign.
So I told BALA @ 29.40. Remember that too.

13BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Wed Sep 27, 2017 9:36 am

ranferdi

ranferdi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Strong uptrend.. Possibly will cross 50 Soon.
Strong uptrend. Last quarter earnings 11.42.

http://::::THIS EMAIL DOESNT WORK.. PLEASE CONTACT ME ON FB ACCO

14BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Wed Sep 27, 2017 10:30 am

EquityChamp

EquityChamp
Moderator
Moderator
My forecasted EPS for 2017 is 17.9.
 @ 31/- it is trading at a PE of 1.7x
And the NAV per share stands @ 101/-

15BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Wed Sep 27, 2017 11:50 am

noels


Equity Analytic
Equity Analytic
@EquityChamp wrote:My forecasted EPS for 2017 is 17.9.
 @ 31/- it is trading at a PE of 1.7x
And the NAV per share stands @ 101/-
Is this due to the increase  in tea prices in the world market ?
What would be the trend in the for next 12 months?

16BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Wed Sep 27, 2017 12:17 pm

ranferdi

ranferdi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@noels wrote:
@EquityChamp wrote:My forecasted EPS for 2017 is 17.9.
 @ 31/- it is trading at a PE of 1.7x
And the NAV per share stands @ 101/-
Is this due to the increase  in tea prices in the world market ?
What would be the trend in the for next 12 months?

Last year closing NAV is 89

This year First six month eps is 11.42
if we expect 8 eps another two quarter annual eps will be 27..

I am wrong???? 
If I am right this is GOLD

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17BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Wed Sep 27, 2017 12:24 pm

EquityChamp

EquityChamp
Moderator
Moderator
It is very optimistic to expect EPS of 8 for the next two quarters. Q2 EPS had a good influence from other income which was due to the write back of management fee not claimed by the managing agent. This is not a recurring item in the P&L. Therefore expecting an annual EPS of 17 - 18 would be realistic.

18BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Wed Sep 27, 2017 12:57 pm

ranferdi

ranferdi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@EC
Thanks I never went through detailed P & L , Anyways EPS 17-18 per annum with 88 NAV can run the share beyond 100.

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19BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Tue Oct 03, 2017 7:43 am

ranferdi

ranferdi
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@ranferdi wrote:@EC
Thanks I never went through detailed P & L , Anyways EPS 17-18 per annum with 88 NAV can run the share beyond 100.

The Journey began.

http://::::THIS EMAIL DOESNT WORK.. PLEASE CONTACT ME ON FB ACCO

20BALANGODA PLANTATIONS PLC (BALA.N0000) Empty Re: BALANGODA PLANTATIONS PLC (BALA.N0000) on Fri Oct 27, 2017 12:30 pm

EquityChamp

EquityChamp
Moderator
Moderator
I wrote on 25th September where the price was 29.40. Now trading around 37.50 after one month time. Not a bad call either. Very Happy

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