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Sri Lanka Equity Forum » Stock Market Talk » HAYCARB PLC (HAYC.N0000)

HAYCARB PLC (HAYC.N0000)

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81HAYCARB PLC (HAYC.N0000) - Page 5 Empty HAYC investment in DIPPED shares on Sat Oct 17, 2020 4:26 am

jayantha245


Stock Trader
@Win Win wrote:With Q2, best run for DIPD will be happened..

Until that, expect minimum 30% appreciation. Recently, this share were highlighted for most of one !! Therefore, highly probable to exceed our expectations !! Everyday, good collections are reported. If one fund tends to collect, this should go up its max. between industry PE and Market PE

Est.Price based on Industry PR     Rs.1,530
Est. Price based on Market PE       Rs.899

So, no wonder if DIPD price will raise and consolidate above Rs.500 before Q2 in Nov 1st Week !!


Focus on Value !!

Please explain how HAYC investment in DIPPED shares impact on HAYC.

judecroos likes this post

82HAYCARB PLC (HAYC.N0000) - Page 5 Empty HAYC investment in DIPPED shares on Sat Oct 17, 2020 3:26 pm

jayantha245


Stock Trader
@jayantha245 wrote:
@Win Win wrote:With Q2, best run for DIPD will be happened..

Until that, expect minimum 30% appreciation. Recently, this share were highlighted for most of one !! Therefore, highly probable to exceed our expectations !! Everyday, good collections are reported. If one fund tends to collect, this should go up its max. between industry PE and Market PE

Est.Price based on Industry PR     Rs.1,530
Est. Price based on Market PE       Rs.899

So, no wonder if DIPD price will raise and consolidate above Rs.500 before Q2 in Nov 1st Week !!


Focus on Value !!

Please explain how HAYC investment in DIPPED shares impact on HAYC.

HAYC is holding 6.80% of DIPPED, no of DIPPED shares holding by HAYC  is 4,068,746/= at cost around 76/= per share. Since DIPPED price is going up, HAYC has big benefit of this too. Therefore, we should consider this gain on the investment on HAYC balance sheet.

83HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) on Sat Oct 17, 2020 5:23 pm

subash81


Manager - Equity Analytics
Manager - Equity Analytics
Don't forget Directors bought big quantity around 285/300 they know better than anyone else

jayantha245 likes this post

84HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) on Sat Oct 17, 2020 5:54 pm

Win Win


Manager - Equity Analytics
Manager - Equity Analytics
@jayantha245 wrote:
@jayantha245 wrote:
@Win Win wrote:With Q2, best run for DIPD will be happened..

Until that, expect minimum 30% appreciation. Recently, this share were highlighted for most of one !! Therefore, highly probable to exceed our expectations !! Everyday, good collections are reported. If one fund tends to collect, this should go up its max. between industry PE and Market PE

Est.Price based on Industry PR     Rs.1,530
Est. Price based on Market PE       Rs.899

So, no wonder if DIPD price will raise and consolidate above Rs.500 before Q2 in Nov 1st Week !!


Focus on Value !!

Please explain how HAYC investment in DIPPED shares impact on HAYC.

HAYC is holding 6.80% of DIPPED, no of DIPPED shares holding by HAYC  is 4,068,746/= at cost around 76/= per share. Since DIPPED price is going up, HAYC has big benefit of this too. Therefore, we should consider this gain on the investment on HAYC balance sheet.
HAYC will record Rs.16.40 gain for Q2 and it will be considered as other comprehensive income, But the impact will not reflected by EPS of the company immediately. HAYC has Rs.14.38 gain upto the date for 3rd Q. If DIPD reaches Rs.550 in Q3, Rs.44.08 gain will be achieved by HAYC only from the investment.

These gains can be real gains for the company even it is not reflected in EPS, but can realize in Future on Solid Financial Assets like DIPD!!

However, HAYC can record more than Rs.100 EPS for 2020/21 FY without the gain from above investment.

Therefore, DIPD & HAYC will be the most valuable shares.
I have estimated the expected EPSs of DIPD & HAYC for Q2 as above Rs.25 & Rs.40 respectively. When consider the future prospect, DIPD has the batten to grow their business rapidly with the Mix of Glove & Tea markets & demand and spanning in the World. I really believe, DIPD should had done new investments to grab more opportunities and will create a superb financial performance more than Q2 which will be very impressive !!

As per the my early comment, DIPD price should be above Rs.540/+ when compare to other stocks in the market HAYC should touch Rs.650 target. Further, both companies will give a reasonable dividends in this FY  DIPD RS.20 & HAYC Rs.34
With the above expectations, I disposed my PARQ shares yesterday and invested  DIPD !!

I believe DIPD price should increase more times than EXPO did (totally 10 times) with achieved and more potential & rapid business growth !!

Further, I like to share few valuable investments at the present market as per the my view (Not full list) for the benefits of participants who seek a direction !! Own workings will be justified your risk on your money !! 

1) DIPD
2) HAYC
3) HAYL
4) TKYO
4) CIND
6) BPPL
7) PARQ

I am suggesting PARQ as a good investment and other hand,  I disposed PARQ and invest in DIPD. Try to understand the Value of DIPD !!

Finally, refer following comparison

Stock       Estimated        Act EPS       Current         Mkt Price
             EPS FY20/21       FY19/20    Mkt Price     30th June 20
EXPO              4.09           (0.38)       18.70               3.20          
DIPD             90               12.50       330.50            104.00          


EXPO estimated EPS shows an impressive increase by 447% while the Current Market Price gave 584% appreciation compare to 1Q end.
DIPD estimated EPS shows an impressive increase by 720% while the current market price gave 317% appreciation compare to 1Q end..

Share                EPS Increase              Share Price Increase
EXPO                      447%                              584%
DIPD                      720%                              317%


No evidence is needed to justify expected price appreciation of DIPD beyond the increase % of EXPO Price in Short Term !!


DIPD Price will increase by hundreds in near future !!
Focus on the Value !!

judecroos and jayantha245 like this post

85HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) on Sat Oct 17, 2020 7:18 pm

judecroos


Manager - Equity Analytics
Manager - Equity Analytics
@Win Win wrote:
@jayantha245 wrote:
@jayantha245 wrote:
@Win Win wrote:With Q2, best run for DIPD will be happened..

Until that, expect minimum 30% appreciation. Recently, this share were highlighted for most of one !! Therefore, highly probable to exceed our expectations !! Everyday, good collections are reported. If one fund tends to collect, this should go up its max. between industry PE and Market PE

Est.Price based on Industry PR     Rs.1,530
Est. Price based on Market PE       Rs.899

So, no wonder if DIPD price will raise and consolidate above Rs.500 before Q2 in Nov 1st Week !!


Focus on Value !!

Please explain how HAYC investment in DIPPED shares impact on HAYC.

HAYC is holding 6.80% of DIPPED, no of DIPPED shares holding by HAYC  is 4,068,746/= at cost around 76/= per share. Since DIPPED price is going up, HAYC has big benefit of this too. Therefore, we should consider this gain on the investment on HAYC balance sheet.
HAYC will record Rs.16.40 gain for Q2 and it will be considered as other comprehensive income, But the impact will not reflected by EPS of the company immediately. HAYC has Rs.14.38 gain upto the date for 3rd Q. If DIPD reaches Rs.550 in Q3, Rs.44.08 gain will be achieved by HAYC only from the investment.

These gains can be real gains for the company even it is not reflected in EPS, but can realize in Future on Solid Financial Assets like DIPD!!

However, HAYC can record more than Rs.100 EPS for 2020/21 FY without the gain from above investment.

Therefore, DIPD & HAYC will be the most valuable shares.
I have estimated the expected EPSs of DIPD & HAYC for Q2 as above Rs.25 & Rs.40 respectively. When consider the future prospect, DIPD has the batten to grow their business rapidly with the Mix of Glove & Tea markets & demand and spanning in the World. I really believe, DIPD should had done new investments to grab more opportunities and will create a superb financial performance more than Q2 which will be very impressive !!

As per the my early comment, DIPD price should be above Rs.540/+ when compare to other stocks in the market HAYC should touch Rs.650 target. Further, both companies will give a reasonable dividends in this FY  DIPD RS.20 & HAYC Rs.34
With the above expectations, I disposed my PARQ shares yesterday and invested  DIPD !!

I believe DIPD price should increase more times than EXPO did (totally 10 times) with achieved and more potential & rapid business growth !!

Further, I like to share few valuable investments at the present market as per the my view (Not full list) for the benefits of participants who seek a direction !! Own workings will be justified your risk on your money !! 

1) DIPD
2) HAYC
3) HAYL
4) TKYO
4) CIND
6) BPPL
7) PARQ

I am suggesting PARQ as a good investment and other hand,  I disposed PARQ and invest in DIPD. Try to understand the Value of DIPD !!

Finally, refer following comparison

Stock       Estimated        Act EPS       Current         Mkt Price
             EPS FY20/21       FY19/20    Mkt Price     30th June 20
EXPO              4.09           (0.38)       18.70               3.20          
DIPD             90               12.50       330.50            104.00          


EXPO estimated EPS shows an impressive increase by 447% while the Current Market Price gave 584% appreciation compare to 1Q end.
DIPD estimated EPS shows an impressive increase by 720% while the current market price gave 317% appreciation compare to 1Q end..

Share                EPS Increase              Share Price Increase
EXPO                      447%                              584%
DIPD                      720%                              317%


No evidence is needed to justify expected price appreciation of DIPD beyond the increase % of EXPO Price in Short Term !!


DIPD Price will increase by hundreds in near future !!
Focus on the Value !!
Thanks for your valuable time spent to give us this details. !00% true. Honestly I also have all these in my PF.

ONTHEMONEY and jayantha245 like this post

86HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) on Sat Oct 17, 2020 7:45 pm

subash81


Manager - Equity Analytics
Manager - Equity Analytics
Thanks Win Win for the analysis
At current prices based on your target price HAYC can give around 80% return and DIPD around 70%
Also HAYC has better divided payout  

All these shares good to buy at current prices 
HAYC
DIPD
HAYL

87HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) on Sat Oct 17, 2020 11:45 pm

bonbon

bonbon
Manager - Equity Analytics
Manager - Equity Analytics
Is it a mistake HAYL has a negative EPS in the last quarter when it shows 561 million profits?

88HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) on Sun Oct 18, 2020 7:18 pm

subash81


Manager - Equity Analytics
Manager - Equity Analytics
This quarter HAYL too will report good profit due to HAYC and DIPD huge profit

Win Win and judecroos like this post

89HAYCARB PLC (HAYC.N0000) - Page 5 Empty https://www.haycarb.com/ Yesterday at 8:18 pm

jayantha245


Stock Trader
@subash81 wrote:This quarter HAYL too will report good profit due to HAYC and DIPD huge profit

judecroos likes this post

90HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) Yesterday at 9:20 pm

DKbogols


Equity Analytic
Equity Analytic
Both HAYC and Dipd are severely undervalued both in terms of PE and PB multiples. It’s a matter of when, not if, the market will eventually catch up to these premium counters where we can see huge upsides to current prices.

91HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) Yesterday at 9:54 pm

Win Win


Manager - Equity Analytics
Manager - Equity Analytics
@DKbogols wrote:Both HAYC and Dipd are severely undervalued both in terms of PE and PB multiples. It’s a matter of when, not if, the market will eventually catch up to these premium counters where we can see huge upsides to current prices.
Just 3 PER in both companies on expected EPSs.

No doubt, yhe share prices should be increased and adjust 6, 7 PE at minimum with the future potentials in business fields.

It means that the prices will raise at least by 100% from current prices

Most of shares PEs other than Banking industry are very high now and mostly above 8. Therefore, DIPD & HAYC have chance to attract more focus in the market. Their businesses are running well with max. performance.

judecroos likes this post

92HAYCARB PLC (HAYC.N0000) - Page 5 Empty Re: HAYCARB PLC (HAYC.N0000) Yesterday at 10:21 pm

subash81


Manager - Equity Analytics
Manager - Equity Analytics
HAYC 700
DIPD 600 

possible with next 2 quarters result

HAYL too can reach around 500

judecroos likes this post

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