CHEVRON LUBRICANTS LANKA PLC (LLUB.N0000)

samansilva wrote:

chandike73 wrote:This time eps may be around 3 due to lockdown. But they will pay 3 to 3.50 as dividend.

Don't under estimate this share previous quarter all country locked down but profit is stabled ..Now They  have  sell their products  to  middle east countries   with supporting role of  Muslim director. .
Niyamata wade karala athi apita Rs 4 deii..

sakuni wrote:News release  LLUB will generate super report EPS 5 Dividend per share 4 
LLUB will pass Rs 120..

Antonym wrote:

sakuni wrote:News release  LLUB will generate super report EPS 5 Dividend per share 4 
LLUB will pass Rs 120..

Out of the last 16 trading sessions, LLUB share price has moved up in 13 sessions, no declines at all. The daily increases so far have been small, averaging around 50 cents every day. Volumes have also been decent (>100,000 shares per day).

I have not yet seen any official news release, but it looks like the market is expecting something big, like what you have indicated.

There is some resistance as the share price approaches Rs 114, which is the 12M High.
But I agree that, if LLUB does declare 2nd interim DPS of Rs 4.00, the price will probably soar past Rs 120.

smnsam wrote:up coming market correction LLUB back to below 100 and better wait for buy correct time.

Antonym wrote:

smnsam wrote:up coming market correction LLUB back to below 100 and better wait for buy correct time.

I think that is only possible if LLUB declares a less-than-average dividend!

I am going with the market trend and betting against such an eventuality.
"The trend is your friend." - Martin Zweig

samansilva wrote:Asia Securities  and CAL | 
Earnings update: LLUB SL [TP: LKR 140.00/share; BUY]
EPS 14 / DIVIDEND PER SHARE 12 (5+2+2.5+2.5 )
- We expect pent-up demand to realize in 3Q CY21E
- Margins to rebound in 3Q CY21E with price increase fully in effect
- Duty structure continues to favour local blenders
- We maintain estimates and TP of LKR 140 . BUY.



This share went from 310  to 400 in 2016  (before split.). After split LLUB will stagnant around Rs 150.


[size=15]ඩෙල්ටා ව්‍යාප්තියත් සමග ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළට
ලොව පුරා රටවල් රැසකදීම ව්‍යාප්තව පවතින COVID-19 වෛරසයේ ඩෙල්ටා ප්‍රභේදය පිළිබඳ අවධානම හේතුවෙන් පිට පිට දෙවැනි දිනටත් ඊයේ දිනයේදී ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළ වැටී ඇතැයි වාර්තාවෙයි.
ඒ අනුව අද අලුයම වන විට ලෝක වෙළෙඳ පොළේ බ්‍රෙන්ට් බොරතෙල් බැරලයක මිල ඩොලර් 70.59ක් දක්වා -1.01% අඩු වී ඇති අතර, වෙස්ට් ටෙක්සාස් ඉන්ටර්මීඩියේට් බොරතෙල් බැරලයක මිල ඩොලර් 68.44ත් දක්වා -0.94%කින් පහත වැටී තිබෙන බව Oilprice.com වෙබ් අඩවිය පවසයි.ඩෙල්ටා ව්‍යාප්තියත් සමග ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළට
ලොව පුරා රටවල් රැසකදීම ව්‍යාප්තව පවතින COVID-19 වෛරසයේ ඩෙල්ටා ප්‍රභේදය පිළිබඳ අවධානම හේතුවෙන් පිට පිට දෙවැනි දිනටත් ඊයේ දිනයේදී ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළ වැටී ඇතැයි වාර්තාවෙයි.
ඒ අනුව අද අලුයම වන විට ලෝක වෙළෙඳ පොළේ බ්‍රෙන්ට් බොරතෙල් බැරලයක මිල ඩොලර් 70.59ක් දක්වා -1.01% අඩු වී ඇති අතර, වෙස්ට් ටෙක්සාස් ඉන්ටර්මීඩියේට් බොරතෙල් බැරලයක මිල ඩොලර් 68.44ත් දක්වා -0.94%කින් පහත වැටී තිබෙන බව Oilprice.com වෙබ් අඩවිය පවසයි.
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sakuni wrote:

samansilva wrote:Asia Securities  and CAL | 
Earnings update: LLUB SL [TP: LKR 140.00/share; BUY]
EPS 14 / DIVIDEND PER SHARE 12 (5+2+2.5+2.5 )
- We expect pent-up demand to realize in 3Q CY21E
- Margins to rebound in 3Q CY21E with price increase fully in effect
- Duty structure continues to favour local blenders
- We maintain estimates and TP of LKR 140 . BUY.



This share went from 310  to 400 in 2016  (before split.). After split LLUB will stagnant around Rs 150.


[size=15]ඩෙල්ටා ව්‍යාප්තියත් සමග ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළට
ලොව පුරා රටවල් රැසකදීම ව්‍යාප්තව පවතින COVID-19 වෛරසයේ ඩෙල්ටා ප්‍රභේදය පිළිබඳ අවධානම හේතුවෙන් පිට පිට දෙවැනි දිනටත් ඊයේ දිනයේදී ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළ වැටී ඇතැයි වාර්තාවෙයි.
ඒ අනුව අද අලුයම වන විට ලෝක වෙළෙඳ පොළේ බ්‍රෙන්ට් බොරතෙල් බැරලයක මිල ඩොලර් 70.59ක් දක්වා -1.01% අඩු වී ඇති අතර, වෙස්ට් ටෙක්සාස් ඉන්ටර්මීඩියේට් බොරතෙල් බැරලයක මිල ඩොලර් 68.44ත් දක්වා -0.94%කින් පහත වැටී තිබෙන බව Oilprice.com වෙබ් අඩවිය පවසයි.ඩෙල්ටා ව්‍යාප්තියත් සමග ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළට
ලොව පුරා රටවල් රැසකදීම ව්‍යාප්තව පවතින COVID-19 වෛරසයේ ඩෙල්ටා ප්‍රභේදය පිළිබඳ අවධානම හේතුවෙන් පිට පිට දෙවැනි දිනටත් ඊයේ දිනයේදී ලෝක වෙළෙඳ පොළේ බොරතෙල් මිල පහළ වැටී ඇතැයි වාර්තාවෙයි.
ඒ අනුව අද අලුයම වන විට ලෝක වෙළෙඳ පොළේ බ්‍රෙන්ට් බොරතෙල් බැරලයක මිල ඩොලර් 70.59ක් දක්වා -1.01% අඩු වී ඇති අතර, වෙස්ට් ටෙක්සාස් ඉන්ටර්මීඩියේට් බොරතෙල් බැරලයක මිල ඩොලර් 68.44ත් දක්වා -0.94%කින් පහත වැටී තිබෙන බව Oilprice.com වෙබ් අඩවිය පවසයි.
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Amazing  dividend company..my favorite one LLUB..   Current situation enjoy  dividend  and capital gain..

Before  Splits in 2016  EPS 14 Traded on  300. Then 300/2=150 ..

Berryfund wrote: I exited from LLUB at 112 and gave up 2 /- ruppe dividend due to poor performance. Ubricant demand was affected due to lockdown. Ordinary ppl have cut down unessential traveling and no provisional traveling. This will reflect in the next quarter financial statements. I would like have wait and see approach for LLUB. If market price goes below 100 it is good to re-enter.

ddrperera wrote:

Berryfund wrote: I exited from LLUB at 112 and gave up 2 /- ruppe dividend due to poor performance. Ubricant demand was affected due to lockdown. Ordinary ppl have cut down unessential traveling and no provisional traveling. This will reflect in the next quarter financial statements. I would like have wait and see approach for LLUB. If market price goes below 100 it is good to re-enter.

Vaccination going forward.. less share quantity.. lock down is not a big  issue. look 2020 1st quarter results, still they were  in  healthy profits (Lock down is not effect..)

When EPS 13-14 share price will appreciate with good dividend policy. at that  time (2016 EPS 13-14 ) llub traded with Rs 300. (before split.) 

When ASI  reach 9000 definetly LLUB  WILL PASS 120 ..

rukshan1234 wrote:

ddrperera wrote:

Berryfund wrote: I exited from LLUB at 112 and gave up 2 /- ruppe dividend due to poor performance. Ubricant demand was affected due to lockdown. Ordinary ppl have cut down unessential traveling and no provisional traveling. This will reflect in the next quarter financial statements. I would like have wait and see approach for LLUB. If market price goes below 100 it is good to re-enter.

Vaccination going forward.. less share quantity.. lock down is not a big  issue. look 2020 1st quarter results, still they were  in  healthy profits (Lock down is not effect..)

When EPS 13-14 share price will appreciate with good dividend policy. at that  time (2016 EPS 13-14 ) llub traded with Rs 300. (before split.) 

When ASI  reach 9000 definetly LLUB  WILL PASS 120 ..

Under market  situation below  Rs 110  price ranges are the safest  levels..Today LLUB  reached at 115..
Still not  grant sufficient  run  for LLUB  share..
No worries LLUB will reach Rs 140..  

VEHICLE MOTILITY INCREASE  

sakuni wrote:Next future quarters expect as previous last year quarters

( 1st and 2nd  )8.33+3rd 3.7 + 4th 2.2= EPS 14.23

Dividend Per share 
( 1st -5 and 2nd -2 )7+3rd 3+ 4th 2= DPS 12 

14.23 *13= Rs.185

With Same EPS 14.23  In 2015-2016 LLUB  traded between 320-350 (Before Split) That means  320/2=160  and 350/2=175

Positives
Price increases of products
crude oil price lower prices
Best Distribution Channel
Export   products to Bangladesh  and Pakistan
Best  Marketing Team
Good dividend Policy
Still not provide healthy run  ASI range increase of  8000-9000

Negatives
Covid 19 effect (Less motility ,But 2020 1 st quarter generated healthy   profit due to  whole  country lock  down period  )

*ASHA/CAPITAL TRUST/ASIA/SOFTLOGIC BROKERS TARGET PRICE RS 135-140..
HAPPY TRADING 

rukshan1234 wrote:

sakuni wrote:Next future quarters expect as previous last year quarters

( 1st and 2nd  )8.33+3rd 3.7 + 4th 2.2= EPS 14.23

Dividend Per share 
( 1st -5 and 2nd -2 )7+3rd 3+ 4th 2= DPS 12 

14.23 *13= Rs.185

With Same EPS 14.23  In 2015-2016 LLUB  traded between 320-350 (Before Split) That means  320/2=160  and 350/2=175

Positives
Price increases of products
crude oil price lower prices
Best Distribution Channel
Export   products to Bangladesh  and Pakistan
Best  Marketing Team
Good dividend Policy
Still not provide healthy run  ASI range increase of  8000-9000

Negatives
Covid 19 effect (Less motility ,But 2020 1 st quarter generated healthy   profit due to  whole  country lock  down period  )

*ASHA/CAPITAL TRUST/ASIA/SOFTLOGIC BROKERS TARGET PRICE RS 135-140..
HAPPY TRADING 

News.. Pending big  crossing there at Rs 125..wait and there  next week...

rukshan1234 wrote:

rukshan1234 wrote:

sakuni wrote:Next future quarters expect as previous last year quarters

( 1st and 2nd  )8.33+3rd 3.7 + 4th 2.2= EPS 14.23

Dividend Per share 
( 1st -5 and 2nd -2 )7+3rd 3+ 4th 2= DPS 12 

14.23 *13= Rs.185

With Same EPS 14.23  In 2015-2016 LLUB  traded between 320-350 (Before Split) That means  320/2=160  and 350/2=175

Positives
Price increases of products
crude oil price lower prices
Best Distribution Channel
Export   products to Bangladesh  and Pakistan
Best  Marketing Team
Good dividend Policy
Still not provide healthy run  ASI range increase of  8000-9000

Negatives
Covid 19 effect (Less motility ,But 2020 1 st quarter generated healthy   profit due to  whole  country lock  down period  )

*ASHA/CAPITAL TRUST/ASIA/SOFTLOGIC BROKERS TARGET PRICE RS 135-140..
HAPPY TRADING 

News.. Pending big  crossing there at Rs 125..wait and there  next week...

still waiting for run  with pending crossing....  LLUB=BULL.. Don't miss opportunity

rukshan1234 wrote:Still waiting for upward  price on this counter.

2015 -2016 same EPS (EPS 13-14) Lllub traded  over 320..That mean 320/2=160

2021 same EPS (EPS 13-14 ) trade around Rs 105..

Need investor sentiment.. 

chandike73 wrote:Now it is high time to LLUB to start

LLUB  107@ 61997 Bought From Capital Trust  Revised Target Price to Rs 150.. collect below Rs 110..

rukshan1234 wrote:

chandike73 wrote:Now it is high time to LLUB to start

[size=30]LLUB  107@ 61997 Bought From Capital Trust  Revised Target Price to Rs 150.. collect below Rs 110.. [/size]

ddrperera wrote:

rukshan1234 wrote:

chandike73 wrote:Now it is high time to LLUB to start

[size=30]LLUB  107@ 61997 Bought From Capital Trust  Revised Target Price to Rs 150.. collect below Rs 110.. [/size]

Still not provide healthy run collect below 110  and enjoy the ride..

yes news released .. DPS This time Rs 3.50  Don't sell at cheap prices..

2016  EPS 14  LLUB price   170

2021  EPS 14  LLUB Price   107