Shares to Buy

Teller wrote:If you still look for a good share, still not too late to touch Rexp and Hexp. Still those didnt achieve my targets. I clearly told my rexp target earlier and now i set target now for hexp. Remember these companies will get much more benifits like tax relief ,rupee depreciation as well as chinese situation . At currently , so many countries avoid imports from china which may continue upto 6 months. So this hexp can pass 160 and rexp 300. In shares outstanding and new development , Hexp can touch 160 even based on CMP of rexp, its reasonable .

Yes i agree they are valuable. Yeah HEXP was struggling @92 for a considerable time. Now the run started. Fundamentally + Technically its satisfying.

But don't you think there is a huge chance for PABC? I guess that bond trading ban will be lifted in this month.

Personally i can not write any thing against PABC , i think you understand.

Teller wrote:Personally i can not write any thing against PABC , i think you understand.

Why? No i can't understand 

Pm me

Teller wrote:Pm me

But there's no PM button available in your profile.

KavinduTM wrote:Guys keep eye on VPEL

Started.

Take a look at CIND , very good fundamentals. Trading at a bargain prices.

Ekanayake90 wrote:Take a look at CIND , very good fundamentals. Trading at a bargain prices.

Oh CIND is a good share. Just noted.
Seems interesting 

HAYC - 6 Months report


The Sri Lankan multinational Haycarb PLC reported revenue of Rs. 11.3 billion and profit before tax of Rs. 844.9 million for the for the six months ending 30th September 2019. The profit after tax stood at Rs. 656.7 million. Haycarb PLC Managing Director Mr. Rajitha Kariyawasan said, “The growth in turnover and profitability is attributable to the strong demand for activated carbon globally, successful expansion of the value added activated carbon portfolio and Haycarb’s innovative supply chain and lean initiatives. Haycarb has continued its key supply chain and CSR initiative “Haritha Angara” (Green Charcoal) project that has provided significant value to the Company, its suppliers, customers and society; we are very proud to initiate, lead and invest in this model. “ Puritas, the environmental engineering sector of the Group, has established itself as a reliable and superior provider of water and waste water purification solutions in Sri Lanka and in the region. Mr. Kariyawasan said that in spite of political and economic challenges that have affected the markets in which it operates, the Company is confident of achieving significant results during second half of the current financial year. Haycarb Group remains confident of its position of strength and strategic positioning in the coconut shell based activated carbon industry, regeneration services and the environmental engineering segment to continue the growth platform in the background of continued emphasis placed on environmental sustainability, standards and regulations globally. Haycarb is the pioneer manufacturer of coconut shell activated carbon in any coconut producing country with manufacturing facilities in Sri Lanka, Thailand and Indonesia supported by marketing offices in the USA, UK and Australia. The company contributes net foreign exchange revenues with its value adding processes and is a leading and technologically superior manufacturer in its chosen segment.

next OSEA.N ????

KavinduTM wrote:PABC and UBC are golden @ current prices. Both are currently around 12/= and both deserves 20/= levels. PABC is more potential.

UBC nice collection.

KavinduTM wrote:

KavinduTM wrote:PABC and UBC are golden @ current prices. Both are currently around 12/= and both deserves 20/= levels. PABC is more potential.

UBC nice collection.

yes but price is not moving.

@kavindu - UBC no value/ PABC have potential but there are better bank shares than PABC

ThilinaM wrote:@kavindu - UBC no value/ PABC have potential but there are better bank shares than PABC

Try to collect COMB

LLUB is more safer. Definitely 10% return via dividends. Market leader of lubricants

Beta1 wrote:

KavinduTM wrote:

KavinduTM wrote:PABC and UBC are golden @ current prices. Both are currently around 12/= and both deserves 20/= levels. PABC is more potential.

UBC nice collection.

yes but price is not moving.

It will move
At least Buyer came to 12.60 level

ThilinaM wrote:@kavindu - UBC no value/ PABC have potential but there are better bank shares than PABC

Most of banks are good @ current prices but we can expect a 100% gain from UBC and PABC. Only from UBC and PABC when considering bank sector. DFCC ,COMB also not bad but no doubt that UBC and PABC holders will get the maximum gain.

wgsaman wrote:

ThilinaM wrote:@kavindu - UBC no value/ PABC have potential but there are better bank shares than PABC

Try to collect COMB

Yeah COMB is also okay but i m into UBC and PABC, ABL too

KavinduTM wrote:

Ekanayake90 wrote:Take a look at CIND , very good fundamentals. Trading at a bargain prices.

Oh CIND is a good share. Just noted.
Seems interesting 

Yes. since the share is not liquid , it can move faster backed by NAV 85

wgsaman wrote:LLUB is more safer. Definitely 10% return via dividends. Market leader of lubricants

NAV is 17rs bruh. Think this Feb they will only pay 1 rupee as the div. Guess what will happen to market price.

Best dividend paying company is LLUB. But it is too risky.

LLUB is the market leader that's correct but now its more competitive in lubricants field as new companies entered to the field. However LLUB isn't a bad investment either.

However i m not into LLUB. At least not now 

KavinduTM wrote:

wgsaman wrote:

ThilinaM wrote:@kavindu - UBC no value/ PABC have potential but there are better bank shares than PABC

Try to collect COMB

Yeah COMB is also okay but i m into UBC and PABC, ABL too

Based on fundamentals those banks are overvalued

wgsaman wrote:

KavinduTM wrote:

wgsaman wrote:

ThilinaM wrote:@kavindu - UBC no value/ PABC have potential but there are better bank shares than PABC

Try to collect COMB

Yeah COMB is also okay but i m into UBC and PABC, ABL too

Based on fundamentals those banks are overvalued

Which banks? UBC,PABC and ABL? You are telling they are overvalued?
Gimme a fair reason.

KavinduTM wrote:

wgsaman wrote:

KavinduTM wrote:

wgsaman wrote:

ThilinaM wrote:@kavindu - UBC no value/ PABC have potential but there are better bank shares than PABC

Try to collect COMB

Yeah COMB is also okay but i m into UBC and PABC, ABL too

Based on fundamentals those banks are overvalued

Which banks? UBC,PABC and ABL? You are telling they are overvalued?
Gimme a fair reason.

Buddy closely look their financials then you realized what im saying. Compared to strong banks like COMB SAMP NDB their financials are very poor. Im telling based on their earnings like EPS P/E NAV

UBC clearly overvalued. PABC z undervalued but there are better banks to invest than PABC.
NDB is best option in current price range before divident. sam also good at 160 . any way banks are not lucrative now

ThilinaM wrote:UBC clearly overvalued. PABC z undervalued but there are better banks to invest than PABC.
NDB is best option in current price range before divident. sam also good at 160 . any way banks are not lucrative now

I hope LFIN is better than those banking shares.

PABC is in a middle of investigation. after that price will reach 15+ .

ThilinaM wrote:PABC is in a middle of investigation. after that price will reach 15+ .

its good but not shown satisfactory growth on 2019

I think UBC is next jem

ThilinaM wrote:UBC clearly overvalued. PABC z undervalued but there are better banks to invest than PABC.
NDB is best option in current price range before divident. sam also good at 160 . any way banks are not lucrative now

Yes but Only when just considering it's value by P/E ratio.

Lets take UBC, 

Profit after taxes grew by 36% YoY
Net Interest Income up 21% YoY
Total Capital Adequacy Ratio is 16.3%
Total Operating Income YoY Growth was 19%
Total average CASA YoY Growth was 22%
Operating Expenses increased by 5%
Total asset growth was -8%



And lets compare it with your favorite share. SAMP,

Total Capital Adequacy Ratio was 15.65% {While UBC's 16.3% (Higher is better)}
Total asset growth is 4.1% (Its higher than UBC btw)
Profit after tax decline by 23.5% (While UBC's PAT grew by 36%)
Operating Expenses increased by 9% (While UBC's increased only by 5%)
Total average CASA Growth was 0.9% (While UBC"s CASA Grwoth is 22%)

Total Operating Income YoY Growth was 13.4% (While UBC's Growth is 19%)



Green = (+) points for UBC
Red = (-) points for UBC


So we got +5 points and only -1  >>> +5-1 = +4

Conclusion :- Invest in UBC for a better gain.