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Sri Lanka Equity Forum » Stock Market Talk » Undervalued Stocks

Undervalued Stocks

Go to page : Previous  1, 2, 3, 4  Next

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41Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Mon Dec 02, 2019 8:43 pm

hammurabi


Manager - Equity Analytics
Manager - Equity Analytics
watch for ABL

42Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Mon Dec 02, 2019 8:47 pm

KavinduTM


Manager - Equity Analytics
Manager - Equity Analytics
Actually What are the companies with best dividend plans? as i know LLUB is the best for now

43Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Tue Dec 03, 2019 7:46 am

THASSIM


Stock Analytic
Stock Analytic
Just look at RENU. It has more than Rs 500 cash per share but will only 1% approx as dividend. If we could all pool in and by the 7m shares at Rs 240 - 250 we could liquidate and get the cash Very Happy

44Undervalued Stocks  - Page 3 Empty Most undervalued ones on Thu Dec 12, 2019 2:20 pm

4Corners


Equity Analytic
Equity Analytic
ASPH
HAYL
AAF
ABL
PHAR

45Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 2:35 pm

ThilinaM


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
nope

46Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 2:47 pm

NANDANA2012


Manager - Equity Analytics
Manager - Equity Analytics
They are not most undervalued.... There are others really undervalued.. All Banks except UBC, Amana mostly undervalued, then RCL very highly undervalued,, then TILE, GRAN, TAFL etc  .. there are many others...

47Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 3:34 pm

Teller

Teller
Moderator
Moderator
Dont do the valuation based on the Net asset value for a share. There is a formula along with cashfolw. Thats scientific formula says nearly 80% companies are over value in CSE

48Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 3:42 pm

ThilinaM

ThilinaM
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
tell the formula name

49Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 3:45 pm

ThilinaM

ThilinaM
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@teller - what about EPS based valuations???

50Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 4:05 pm

ThilinaM

ThilinaM
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Ok per year there is 14.9 rs minus cash difference PER SHARE but NP ratio is 9.7% and revenue will grow in 8% rate

31499 mn will grow to may be 34000 and np 3149 to 3400mn 2.2lkr per share will recover.

but economy is freezed. there is huge upside potential. teller is telling truth but RCL is will be valued high when CF problems settled.

51Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 4:18 pm

NANDANA2012


Manager - Equity Analytics
Manager - Equity Analytics
@Teller wrote:Dont do the valuation based on the Net asset value for a share. There is a formula along with cashfolw.  Thats scientific formula says nearly 80% companies are over value in CSE

Yes, I dont use only Net Assets, but if a share price is below 10 times Price Earnings and also that multiplication is below its Net assets value, I consider that share is undervalued..(Actually many Other share marjets have a PE 15 or above, whereas ours is still at PE 11) there are many other futuristic scenarios also. BUT Net Assets combined with Earnings into 10 is the best, I guess.

52Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 4:54 pm

vikiperera


Equity Analytic
Equity Analytic
@4Corners wrote:ASPH
HAYL
AAF
ABL
PHAR
You are correct. They will run soon

53Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 5:51 pm

Kaish86


Senior Equity Analytic
Senior Equity Analytic
Dont go for banking shares. Their books doesn't reflect actual npa status. Expected low interest rate margins will shrink their profit. Govt asking banks to give moratarium on tourism and sme resulting in cash being trapped. To adhere minimum capital requirements they are mandatorily required to raise capital in 2020. They will show inflated share prices to raise capital. For me future outlook negative for bank shares

54Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 5:53 pm

Teller

Teller
Moderator
Moderator
@kais, agree with you 100%, there will be so many debentures,right issues, exaple Abans debentures, Softlogic, etc..right issue will kill the share price. Remember i told BFN Earlier

55Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 6:48 pm

NANDANA2012


Manager - Equity Analytics
Manager - Equity Analytics
@Kaish86 wrote:Dont go for banking shares. Their books doesn't reflect actual npa status. Expected low interest rate margins will shrink their profit. Govt asking banks to give moratarium on tourism and sme  resulting in cash being trapped. To adhere minimum capital requirements they are mandatorily required to raise capital in 2020. They will show inflated share prices to raise capital. For me future outlook negative for bank shares
Almost all Banks raised more capital as required by BASEL111. Do they have to do it every year ???

56Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 6:53 pm

NANDANA2012


Manager - Equity Analytics
Manager - Equity Analytics
@Kaish86 wrote:Dont go for banking shares. Their books doesn't reflect actual npa status. Expected low interest rate margins will shrink their profit. Govt asking banks to give moratarium on tourism and sme  resulting in cash being trapped. To adhere minimum capital requirements they are mandatorily required to raise capital in 2020. They will show inflated share prices to raise capital. For me future outlook negative for bank shares
Banks 7% Tax (Debt Recovery Levy) on profit getting removed, more loans (More sales), less Non performing loans, then reversal of earlier loans provisioned (With better recoveries) will give Banks triple positive effect, while interest rate going down will be only a slight issue..

57Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 6:59 pm

Kaish86


Senior Equity Analytic
Senior Equity Analytic
Banks mentioned here are yet to raise their minimum capital. Look at their balance sheet. More share issue means eps and share price will go down. The way bank raise rates and marketing for deposit indicates how bad they need deposit. But they cant raise rates on loans. Interst margins of banks will fall further. Their may be a temporary hike. But definitely its not the sustainable price

58Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Thu Dec 12, 2019 7:14 pm

NANDANA2012


Manager - Equity Analytics
Manager - Equity Analytics
@Kaish86 wrote:Banks mentioned here are yet to raise their minimum capital. Look at their balance sheet. More share issue means eps and share price will go down. The way bank raise rates and marketing for deposit indicates how bad they need deposit. But they cant raise rates on loans. Interst margins of banks will fall further. Their may be a temporary hike. But definitely its not the sustainable price
Ok Kaish, What are the Banks yet to raise more capital? yes, banks need more deposits as more loans are in demand..Loan growth slowed down last few quarters, but with interest rate cut (Before New Govt came) Loan demand started growing again....

59Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Fri Dec 13, 2019 11:05 am

grape101

grape101
Stock Analytic
Stock Analytic
Undervalued stocks based on price to book need to get rerated at least to 0.80 times book. Earning will matter after that.  Enjoy investing by valuation Very Happy

60Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Fri Dec 13, 2019 10:30 pm

MoneyLover

MoneyLover
Senior Equity Analytic
Senior Equity Analytic
@NANDANA2012 wrote:
@Teller wrote:Dont do the valuation based on the Net asset value for a share. There is a formula along with cashfolw.  Thats scientific formula says nearly 80% companies are over value in CSE

Yes, I dont use only Net Assets, but if a share price is below 10 times Price Earnings and also that multiplication is below its Net assets value, I consider that share is undervalued..(Actually many Other share marjets have a PE 15 or above, whereas ours is still at PE 11) there are many other futuristic scenarios also. BUT Net Assets combined with Earnings into 10 is the best, I guess.

I think it is not very correct to judged stocks below P/E 10 as undervalued. We need to compare against respective sector P/E. If the stock is very much below the sector P/E, it is mostly an undervalued stock. At the same time may be looked at Dividend Yield and P/BV as well.

61Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Fri Dec 13, 2019 10:56 pm

KavinduTM

KavinduTM
Manager - Equity Analytics
Manager - Equity Analytics
@kasun_gimhana Hi Whats going on? Did u invest again or waiting for the right time?

62Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Fri Dec 13, 2019 11:00 pm

KavinduTM

KavinduTM
Manager - Equity Analytics
Manager - Equity Analytics
Actually have you guys upgraded to Gold account in CSE or is there any other method to get those all info such as trading info for last few years.

Investing.com isn't 100% Accurate Neutral

63Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Sat Dec 14, 2019 1:06 am

kasun_gimhana

kasun_gimhana
Senior Equity Analytic
Senior Equity Analytic
@KavinduTM I think shares are overvalued and stay away from the market. I got my money and gave loan to someone with 4% interest per month with a land mortgage. it will give more than 48% annualised return. I listen to teller and sold stock holdings it is good but I listen to teller and did not buy debentures issued by soft logic capital, That was my mistake. then considerable amount put in 15% fixed deposit. Rest of the money plan to buy virtual gold or invest in NDB wealth fund. (I think there will be huge inflation, protect your net asset). I have a loan to finance so I need fixed return 90% my investments are financed by a loan.

64Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Sat Dec 14, 2019 12:37 pm

Eugine Fernando


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@kasun_gimhana wrote:@KavinduTM I think shares are overvalued and stay away from the market. I got my money and gave loan to someone with 4% interest per month with a land mortgage. it will give more than 48% annualised return. I listen to teller and sold stock holdings it is good but I listen to teller and did not buy debentures issued by soft logic capital, That was my mistake. then considerable amount put in 15% fixed deposit. Rest of the money plan to buy virtual gold or invest in NDB wealth fund. (I think there will be huge inflation, protect your net asset). I have a loan to finance so I need fixed return 90% my investments are financed by a loan.
THAT MEANS YOU HAVE LEFT THE MARKET.GL

65Undervalued Stocks  - Page 3 Empty Re: Undervalued Stocks on Sat Dec 14, 2019 12:57 pm

Promoney


Manager - Equity Analytics
Manager - Equity Analytics
How can a market with a PER of 10.8 and PBV of 1.1 be an overvalued market. Well diversified companies with a EPS over 15% are trading at less than 60% of the net assest value. With a stable Gov in place, its only a matter of time till large foreign funds eye Sri Lanka.

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