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» PIRAMAL GLASS CEYLON PLC (GLAS.N0000)
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» Next Run....
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» TOKYO CEMENT COMPANY (LANKA) PLC
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» Shares to Buy
by samaritan Today at 12:34 pm

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» LANKA IOC PLC (LIOC.N0000)
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» Crypto , Digital Currency Trading , Forex
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» EXPOLANKA HOLDINGS PLC (EXPO.N0000)
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Sri Lanka Equity Forum » Stock Market Talk » TOKYO CEMENT COMPANY (LANKA) PLC

TOKYO CEMENT COMPANY (LANKA) PLC

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121TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Jul 29, 2020 8:48 pm

EquityChamp


Moderator
Moderator
@EquityChamp wrote:I thought its good to wright some thing more on TKYO highlighting what happened, what is happening now and what will happen in future quarters.

TKYO has made a profit of 1.35bn for the 1H of 2019 compared to 0.48bn loss during the preceding year. Why they have made losses was due to increase in raw material cost and the inability to pass down the cost increases to consumer due to controlled cement prices. Then in 2019 government has allowed to increase cement prices by 100/- per bag and this has helped the company to increase the gross margins from 20% to 30% in 2019 and that's where the profits are made.

The 2 Half results announced to investors in early November and investors reacted very positively to it and that's where you all have seen the price went up from 20s to 50+ hoping a similar report in Q3 as well.

Then Q3 report was released on 29th Jan. The third quarter revenue was 1.8bn lower to 2nd quarter and as a result 543mn drop in 3rd quarter PAT to record 260mn. Investors reacted very negatively to this quarter result which brought back the stock price again to 20s with the help of Covid 19 as well. Now do we understand why 3rd quarter revenue was low. We had the presidential election going. After that a government change too happened. In the meantime lot of construction projects were also either moved slowly or put on hold so its obvious a reduction in demand for cement.

Now the fourth quarter report is due. Ideally it should be out by 31st May but delayed this time for some reason. This may be due to lockdowns for two months effectively put things on hold but it will be out by next week most probably. What can we see in that report for Q4. Can it be worse than Q3? As most of us know the delayed project works restarted during Q1 and was running smoothly until such time lock downs happened mid March. But I don't believe the two week's impact can create a major revenue loss for TKYO hence they should report more than 260mn for Q4. Even if it is 300mn still up by 50% compared to the same quarter of 2019. This will give TKYO a full year profit of close to 2bn compared to the loss of 464mn for 2019.

Now the interesting scenario of 2020. Q1 2020 will be no doubt a difficult quarter for them given that a lockdown of two months will significantly reduce their income and I am expecting a loss for them. But however from Q2 onwards what are their for TKYO for positives. The biggest one will be the imposition of higher cess on imported cement that will definitely increase their sales volumes. Next is after the conclusion of GE in early August the government will surely ramp up the construction sector which was in limbo during past five years or so. This again will be positive for TKYO. So all in all what if they manage to record the same PAT as of 2019/2020 in 2020/21 with all these developments. Then what should be the price be. Think all these and try to factor it in to the share price and see the value. Then you can decide whether the current price is an investment mode or a forget-about-it mode.

Good luck

So TKYO has generated good profits as expected mainly due to cost efficiencies. Its interesting to see that investor appetite on TKYO is so strong knowing that they are going to make losses in Apr - June quarters. Well I smell that TKYO will enter to 40s once again in the weeks to come.

122TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Jul 29, 2020 9:04 pm

Baba2020


Equity Analytic
Equity Analytic
I feel they will make profit for June.

123TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Jul 29, 2020 9:09 pm

Cliff777


Equity Analytic
Equity Analytic
TKYO will do well in the June quarter too and continue to do so because of the import tax on cement and extra low interest rates.

Baba2020 likes this post

124TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Jul 29, 2020 9:20 pm

xhunter


Senior Equity Analytic
Senior Equity Analytic
TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Captur11
what a "Radar system" this guy has! excellent.

125TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Jul 29, 2020 9:59 pm

NEWYORKER


Stock Trader
TKYO .. Became my first Egg. in CSE, I'm glad got it sooner than later.

Nuwancha and Baba2020 like this post

126TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Tue Aug 11, 2020 2:14 pm

arun.cse


Senior Equity Analytic
Senior Equity Analytic
Keep eye on TKYO

Baba2020 likes this post

127TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Tue Aug 11, 2020 11:04 pm

Baba2020


Equity Analytic
Equity Analytic
@arun.cse wrote:Keep eye on TKYO

Any specific reason? Shocked

128TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Thu Aug 13, 2020 11:12 pm

Ekanayake90

Ekanayake90
Manager - Equity Analytics
Manager - Equity Analytics
“Bad companies are destroyed by crises; good companies survive them; great companies are improved by them.”
TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 E18b4110

Baba2020 likes this post

129TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Thu Aug 13, 2020 11:29 pm

Baba2020


Equity Analytic
Equity Analytic
Massive profit can be expected Sept qtr. Hope I can't catch below 45 hereafter

NEWYORKER likes this post

130TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Fri Aug 14, 2020 12:09 am

c.sen


Equity Analytic
Equity Analytic
can we expect a cash and scrip dividend this time.?

131TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Fri Aug 14, 2020 2:09 am

Baba2020


Equity Analytic
Equity Analytic
Both on the way

132TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Mon Aug 24, 2020 6:32 pm

heroxhere

heroxhere
Stock Analytic
Stock Analytic
Any idea on when we can expect Tokyo Dividends? Shouldn't ir be around the corner?

133TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty TOKYO CEMENT on Wed Aug 26, 2020 2:55 pm

Win Win


Manager - Equity Analytics
Manager - Equity Analytics
Dear All

At the current prices in the Market, TKYO can be a good & safe investment around Rs.33. 

Further, a dividend can be expected in future months.

Please do your analysis and invest if worth and align with your risk appetite.

Just want to show a good opportunity

Mithooshan likes this post

134TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Aug 26, 2020 3:01 pm

pra4u

pra4u
Senior Equity Analytic
Senior Equity Analytic
Currently trading

TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 0YWXUKBAFosAKBbL4V6iYHlEgCkSBN1Lgfw0CAk8+Dn7oAAAAAElFTkSuQmCC
will it go down?

135TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Aug 26, 2020 3:04 pm

Win Win


Manager - Equity Analytics
Manager - Equity Analytics
@pra4u wrote:Currently trading

TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 0YWXUKBAFosAKBbL4V6iYHlEgCkSBN1Lgfw0CAk8+Dn7oAAAAAElFTkSuQmCC
will it go down?
Sorry for inconvenience.
Specially I mentioned the price of Non-voting. Both will be good counters.
If buy NV, It is better to keep Rs.33 closely. but it will be depend on the buying side interest

136TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Fri Aug 28, 2020 11:43 am

Win Win


Manager - Equity Analytics
Manager - Equity Analytics
@Win Win wrote:
@pra4u wrote:Currently trading

TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 0YWXUKBAFosAKBbL4V6iYHlEgCkSBN1Lgfw0CAk8+Dn7oAAAAAElFTkSuQmCC
will it go down?
Sorry for inconvenience.
Specially I mentioned the price of Non-voting. Both will be good counters.
If buy NV, It is better to keep Rs.33 closely. but it will be depend on the buying side interest
TKYO X is heavily being trading at Rs.33.

Good Price .. Good Investment ..

137TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Sat Aug 29, 2020 2:48 pm

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
this counter will move up in 2021 ! with import restrictions, counter will benefit ...after loss recovered in the coming qtrs ...next year should make a run to the 55-60 levels ! please do your own research

138TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Tue Sep 01, 2020 9:56 pm

abey


Manager - Equity Analytics
Manager - Equity Analytics
38 39 40 42 next 45 cheers cheers cheers santa

139TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Wed Sep 02, 2020 11:23 pm

abey


Manager - Equity Analytics
Manager - Equity Analytics
next 45 flower

140TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Sat Sep 05, 2020 9:17 am

Ekanayake90

Ekanayake90
Manager - Equity Analytics
Manager - Equity Analytics
Rs. 25 billion debentures approved for public, private housing project

Friday, September 4, 2020 - 01:00


The Cabinet approved the proposal by Prime Minister Mahinda Rajapaksa in his capacity as the Urban Development and Housing Minister to issue Rs. 25 billion debentures valid for five years to obtain the initial capital to set up a housing project for middleclass earners in the public and private sector, Co-cabinet Spokesman Plantation Minister Dr. Ramesh Pathirana said.

He was addressing the weekly Cabinet media briefing yesterday at the Government Information Department. Minister Pathirana said that the Cabinet approval was granted in May to set up the housing project.

The Cabinet approval was also granted to settle the debenture using the proceeds from the sale of houses under the project and to provide housing loans from State Banks at 25-30 years concessionary loan interest rates to the purchasers.

Zahara khan likes this post

141TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Sat Sep 05, 2020 12:19 pm

Zahara khan


Stock Analytic
Stock Analytic
How to apply to get debanture??

142TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Sat Sep 12, 2020 8:57 am

Ekanayake90

Ekanayake90
Manager - Equity Analytics
Manager - Equity Analytics
Sri Lankan cement demand grows to 2021

Cement demand in Sri Lanka will moderate over the next five years, according to a new report from CW Research, following average growth of 13% between 2010 and 2016. Cement demand reached 7 million t in 2016.

The 2010 – 2016 boom in demand came on the back of significant investment in infrastructure, driven by an urgent need for reconstruction work after the end of the long-running civil war in 2009. Since 2015, however, demand has started to slow as corruption concerns saw the suspension of large-scale infrastructure work.

There remains a “long-term and latent need for cement” in the country, said Robert Madeira, CW Managing Directory and Head of Research, pointing to the significant amount of work still to be done. “The challenge will be find the fiscal strength to implement projects.”

Sri Lanka also faces supply challenges, having to import substantial amounts of cement and clinker. This has pushed the country to become the fourth-largest importer of cement in the world. Principal suppliers include India, Pakistan, Indonesia, Malaysia, and Vietnam.

This situation is likely to continue, noted CW Research, as no new integrated cement production capacity has been announced. Cement grinding capacity is expected to increase by 14% by 2021.

“Poor limestone availability in the country to limiting the ability to effectively put in place domestic clinker production lines, leaving manufacturers subject to the fluctuations of clinker prices imported from India and Vietnam,” said Raluca Cercal, Senior Analyst with CW Research. “This said, exploration work continues and the search is on for quality limestone.”

Between 2016 and 2021, cement consumption will be supported by infrastructure projects and growing housing demand. Construction is expected to grow at an annual average of 8% over the next few years.

Teller and Miss-Sangeetha like this post

143TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Sat Sep 12, 2020 12:20 pm

Teller

Teller
Moderator
Moderator
Big manipulator is on this share . Who gets into first and get down first will be the winner


_________________




Teller said is said..

144TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Sat Sep 12, 2020 3:14 pm

Eng Krishantha

Eng Krishantha
Expert
Expert
@Teller wrote:Big manipulator is on this share . Who gets into first and get down first will be the winner

hahaha  Laughing Laughing Laughing, seems you sold your quantity and waiting to collect low price. 
we know your strategic.

Baba2020 likes this post

145TOKYO CEMENT COMPANY (LANKA) PLC  - Page 7 Empty Re: TOKYO CEMENT COMPANY (LANKA) PLC on Sat Sep 12, 2020 7:30 pm

lakmal


Stock Trader
@Teller wrote:Big manipulator is on this share . Who gets into first and get down first will be the winner
😂😂😂😂😂

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