HAYLEYS PLC (HAYL.N0000)

Super Collection !!

Indicates a solid run !!

Keep a seat in HAYL journey.. All business sectors are being running with energization for Historical results!!

HAYL can follow EXPO type rally.

HAYL run is very much overdue..
Fair value is way above 200/- 
All the factors are positive for HAYL for a huge uptrend..

We should keep attention with HAYLEYS, because this is one of the strongest counter in CSE and currently looks performing really well with their diversify portfolio in many sectors. 

Specially their Logistic/Shipping/Transportation/Freight/Air Lines sector having larger market share within Sri Lanka and it can generate additional Earnings like EXPO. 

Also with the picking of tourism/hotel industry, they will have further benefited from its Hotel sector.

Currently, Tea and Rubber prices are in peak and Plantation sector also can improve heavily.

CMP = 133.50
NAV = 69.39
Last FY ended 31.03.2021 EPS = 10.18
06 months ended 30.09.2021 EPS = 6.61
Q1 EPS = 2.90
Last Quarter EPS = 3.72 
TTM EPS = 14.96

Looks Price is undervalued, because trading lower the 10 PE with TTM EPS.
Current Market PE is 14+ and considering its many strong sectors, real faire value will be 200 +.
Please study this sector, you will never loose.

Further, watch below two of Videos -
https://www.youtube.com/watch?v=EIql5tTbLz8
https://www.youtube.com/watch?v=6eRKyrCzPd8

Not a B/S/H Recommendation and only open for discussion.

Hayleys Group subsidiaries are reporting much more, than expected   
MGT - massive
ALUMEX - massive
KVAL - larger Profits
KINGSBURY - Loss reduced. almost breakeven
more group numbers yet to come.

HAYL report will be massive..CMP is very much under valued…
Keep yr eye on fundamentally strong counters in CSE..

HAYLEYS given a Valentine Gift     

Last year 2020/21 - 12 months EPS = 10.18

Current Year 2021/22
Q1 EPS = 2.90
Q2 EPS = 3.72
Q3 EPS = 6.04
Current year 2021/22 - 09 months EPS = 12.66
Sure, with the Q4 Year ended EPS can be around 18 (minimum 17 until 20 range)  
Massive increase YoY.

HAYL is a Blue Chip Company and should value at higher PE.
How about the 18 EPS @ 10 or 12 PE.
We can value Rs.200+ (or minimum Rs.180)
Identify its real value.

Further,
YoY Revenue up 41%
GP up 28%
Finance Cost Reduced 15%
PBT up 69%
Attributable Profit up 132%
NAV Rs.75
Segment Results : Transportation & Logistics sector done rely well. also, Agriculture, Textiles, Plantations, Consumer and Construction all sector Revenue and Profits massive increases.

Watch Hayleys Now - This is its best year.

EPS wrote:HAYLEYS given a Valentine Gift     

Last year 2020/21 - 12 months EPS = 10.18

Current Year 2021/22
Q1 EPS = 2.90
Q2 EPS = 3.72
Q3 EPS = 6.04
Current year 2021/22 - 09 months EPS = 12.66
Sure, with the Q4 Year ended EPS can be around 18 (minimum 17 until 20 range)  
Massive increase YoY.

HAYL is a Blue Chip Company and should value at higher PE.
How about the 18 EPS @ 10 or 12 PE.
We can value Rs.200+ (or minimum Rs.180)
Identify its real value.

Further,
YoY Revenue up 41%
GP up 28%
Finance Cost Reduced 15%
PBT up 69%
Attributable Profit up 132%
NAV Rs.75
Segment Results : Transportation & Logistics sector done rely well. also, Agriculture, Textiles, Plantations, Consumer and Construction all sector Revenue and Profits massive increases.

Watch Hayleys Now - This is its best year.

When calculating with a 18/- EPS for the current FY,
the valuation would be 270/-  at market sector PE of 15.

HAYL now very much undervalued and has more than 100% growth potential.

It will show a solid growth in future, especially during this year...No doubt....

HAYL ... A Super value counter to hedge with ongoing inflation.
With the rupee deprecation and the highest EPS to be reported in Q4, the fair value for HAYL is now more than 250/-

HAYLEYS subsidiaries are continuously reporting best results of its history. All best results are consolidated in HAYLEYS. Still appreciated only 10% from bottom. HNWI bought above Ra.128.

This is a dollar machine. We know April has a rupee depreciation of 30% .. They have already secured Quarter on Quater better revenue & profits.

Expect passing Rs.140 again

Highly diversified, Low Risk, Higher ROE, Major Exporter

Guys, watch Hayleys
Hayleys will be next winning star...

Slowly but Surely…
HAYL continues its upward journey…

Hayleys price to move in coming days.
Expecting target Rs.100/- plus..     

Countdown Hayleys Subsidiary Profit Numbers for Q1 - 2022/23    

MGT - 1,610 Mn
KVAL - 878 Mn
TPL - 323 Mn

HAYL picking up the pace..
Still highly undervalued..
A super Qtr report is to be released next week..

DIPD Q1 - 4,200 Mn
Time for Hayleys (Parent Company)

EPS wrote:DIPD Q1 - 4,200 Mn
Time for Hayleys (Parent Company)

HEXP to follow .....and
can expect a massive report from HAYL...

cseboss wrote:

EPS wrote:DIPD Q1 - 4,200 Mn
Time for Hayleys (Parent Company)

HEXP to follow .....and
can expect a massive report from HAYL...

Expecting to see a super HAYL report today... 

Expecting Rs.20 to 30 EPS and Market Price will jump to Rs.300

HAYC too announced 3.6 Bn for its Q1.
So, definitely Hayleys Q1 can be massive with their un-listed company numbers including its shipping arm 
Hayleys is strongest blue-chip company in CSE with having a massive EXPORTS arm + dollar earning company in SL.
I guess HAYL will be the best runner for 2022 with its strong fundamentals, same as previously EXPO.

EPS wrote:HAYC too announced 3.6 Bn for its Q1.
So, definitely Hayleys Q1 can be massive with their un-listed company numbers including its shipping arm 
Hayleys is strongest blue-chip company in CSE with having a massive EXPORTS arm + dollar earning company in SL.
I guess HAYL will be the best runner for 2022 with its strong fundamentals, same as previously EXPO.

THEY HAVE A MASSIVE NEGATIVE CASH FLOW BALANCE: A WHOOPING NEGATIVE 35BN!
THIS COULD BE THE REASON WHY SOME AREN'T KEEN ON INVESTING IN HAYLEYS.

ADVENTUS wrote:

EPS wrote:HAYC too announced 3.6 Bn for its Q1.
So, definitely Hayleys Q1 can be massive with their un-listed company numbers including its shipping arm 
Hayleys is strongest blue-chip company in CSE with having a massive EXPORTS arm + dollar earning company in SL.
I guess HAYL will be the best runner for 2022 with its strong fundamentals, same as previously EXPO.

THEY HAVE A MASSIVE NEGATIVE CASH FLOW BALANCE: A WHOOPING NEGATIVE 35BN!
THIS COULD BE THE REASON WHY SOME AREN'T KEEN ON INVESTING IN HAYLEYS.

Negative people talks about useless negative things but real investors do not care. HAYL will show its strength very soon...

cseboss wrote:

ADVENTUS wrote:

EPS wrote:HAYC too announced 3.6 Bn for its Q1.
So, definitely Hayleys Q1 can be massive with their un-listed company numbers including its shipping arm 
Hayleys is strongest blue-chip company in CSE with having a massive EXPORTS arm + dollar earning company in SL.
I guess HAYL will be the best runner for 2022 with its strong fundamentals, same as previously EXPO.

THEY HAVE A MASSIVE NEGATIVE CASH FLOW BALANCE: A WHOOPING NEGATIVE 35BN!
THIS COULD BE THE REASON WHY SOME AREN'T KEEN ON INVESTING IN HAYLEYS.

Negative people talks about useless negative things but real investors do not care. HAYL will show its strength very soon...

NEGATIVE CASH FLOW IS A BIG DEAL. 

IT HAS BEEN THE CASE FOR A LONG TIME. 


IT IS A BIG DETERRENT FOR INVESTORS.

ADVENTUS wrote:

cseboss wrote:

ADVENTUS wrote:

EPS wrote:HAYC too announced 3.6 Bn for its Q1.
So, definitely Hayleys Q1 can be massive with their un-listed company numbers including its shipping arm 
Hayleys is strongest blue-chip company in CSE with having a massive EXPORTS arm + dollar earning company in SL.
I guess HAYL will be the best runner for 2022 with its strong fundamentals, same as previously EXPO.

THEY HAVE A MASSIVE NEGATIVE CASH FLOW BALANCE: A WHOOPING NEGATIVE 35BN!
THIS COULD BE THE REASON WHY SOME AREN'T KEEN ON INVESTING IN HAYLEYS.

Negative people talks about useless negative things but real investors do not care. HAYL will show its strength very soon...

NEGATIVE CASH FLOW IS A BIG DEAL. 

IT HAS BEEN THE CASE FOR A LONG TIME. 


IT IS A BIG DETERRENT FOR INVESTORS.

IF it is a big deal, then why FINCO's 23+ Mn shares absorbed by HNWIs above 125/- early this year ??? are they stupid ???? lol

cseboss wrote:

ADVENTUS wrote:

cseboss wrote:

ADVENTUS wrote:

EPS wrote:HAYC too announced 3.6 Bn for its Q1.
So, definitely Hayleys Q1 can be massive with their un-listed company numbers including its shipping arm 
Hayleys is strongest blue-chip company in CSE with having a massive EXPORTS arm + dollar earning company in SL.
I guess HAYL will be the best runner for 2022 with its strong fundamentals, same as previously EXPO.

THEY HAVE A MASSIVE NEGATIVE CASH FLOW BALANCE: A WHOOPING NEGATIVE 35BN!
THIS COULD BE THE REASON WHY SOME AREN'T KEEN ON INVESTING IN HAYLEYS.

Negative people talks about useless negative things but real investors do not care. HAYL will show its strength very soon...

NEGATIVE CASH FLOW IS A BIG DEAL. 

IT HAS BEEN THE CASE FOR A LONG TIME. 


IT IS A BIG DETERRENT FOR INVESTORS.

IF it is a big deal, then why FINCO's 23+ Mn shares absorbed by HNWIs above 125/- early this year ??? are they stupid ???? lol

THEY PROBABLY THOUGHT LIKE YOU.

MY POINT IS THAT THIS FACTOR IS WHAT SEPARATES HAYL FROM OTHER TOP COMPANIES IN THE CSE WITH GREAT EARNINGS AND GROWTH- THEY ARE CASH RICH, UNLIKE HAYL.

ADVENTUS wrote:

cseboss wrote:

ADVENTUS wrote:

cseboss wrote:

ADVENTUS wrote:

EPS wrote:HAYC too announced 3.6 Bn for its Q1.
So, definitely Hayleys Q1 can be massive with their un-listed company numbers including its shipping arm 
Hayleys is strongest blue-chip company in CSE with having a massive EXPORTS arm + dollar earning company in SL.
I guess HAYL will be the best runner for 2022 with its strong fundamentals, same as previously EXPO.

THEY HAVE A MASSIVE NEGATIVE CASH FLOW BALANCE: A WHOOPING NEGATIVE 35BN!
THIS COULD BE THE REASON WHY SOME AREN'T KEEN ON INVESTING IN HAYLEYS.

Negative people talks about useless negative things but real investors do not care. HAYL will show its strength very soon...

NEGATIVE CASH FLOW IS A BIG DEAL. 

IT HAS BEEN THE CASE FOR A LONG TIME. 


IT IS A BIG DETERRENT FOR INVESTORS.

IF it is a big deal, then why FINCO's 23+ Mn shares absorbed by HNWIs above 125/- early this year ??? are they stupid ???? lol

THEY PROBABLY THOUGHT LIKE YOU.

MY POINT IS THAT THIS FACTOR IS WHAT SEPARATES HAYL FROM OTHER TOP COMPANIES IN THE CSE WITH GREAT EARNINGS AND GROWTH- THEY ARE CASH RICH, UNLIKE HAYL.

Ha haaa... nice explanation.. BOYY...  Will talk abt this in 06 months time ..KIDD..

Hayleys has invested heavily and continues to expand, and most of that has come via borrowings. This is the reason for increasing negative cash flow. They sense an opportunity and are playing the long game.

While other companies are holding on to the depreciating LKR due to fear of the country situation and have positive cash balances, Hayleys continues to take risks and invest. For example Dipped expansion etc... 

This will become a cause for concern if revenues and profit margins drop. Right now there is no such concern as revenues and margins are increasing. The borrowings are well covered.

Hayleys can always raise more capital via debentures or other internal means if they require to improve their cash flow position.

Hayleys is a diversified company with multiple revenue streams and earning a significant amount from USD. There risks are well spread.

At current prices this is a steal, PE is still around 3.

You can easily double your money in the medium term even if the PE goes to a modest 5 or 6.