Inflation in Sri Lanka

sharekhan · 26 Re: Inflation in Sri Lanka Mon Jun 24, 2013 1:27 pm

sharekhan

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its biriyani and not buriyani..........

Prince · 27 Re: Inflation in Sri Lanka Tue Jun 25, 2013 2:53 pm

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I am 100% sure we'll see the opposite news in the same paper in next JAN 2014 .......................... once the so called market players collected the most of the float of chicken shares for the least value they can.

Then you will see a lot of newspaper articles on increased chicken consumption, increased per capita income , high living conditions and unexpected demand in the market.

Beware its .....

"CHICKEN RUN - 2014"

(probably we might get it in 3D.)

RPPA

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Food price data released by the Department of Census and Statistics (DCS) for the first two weeks of October showed mixed movements, with upticks seen in most categories of vegetables, while categories of fruits and fresh fish saw declines. During September, food prices dipped 0.4% MOM.

Prices of most varieties of vegetables showed increases during October owing to rainy conditions curbing supply. Another factor for the reduced output is due to the end of the Yala harvesting. However, rice prices saw declines towards the latter half of the month as increased imports of rice in September had improved supply . Despite a fall in prices of fresh fish during the first half of October, rainy conditions across the country during the remainder of the month could see more upward pressure on these prices. Overall, we feel that F&B inflation could see a slight uptick from previous months of declines.

With the full implementation of the reduction in electricity tariffs by 25% by the GOSL, we expect to see a significant fall in inflation in the Utilities sub-category in October. Adding to this, the Transport category could also see some pass-through effects of the reduction in fuel prices implemented in the second half of last month.

Based on the above factors, we expect overall headline inflation to decline for a third consecutive month on a MOM basis, falling by 0.90% in October. On a YOY basis, it is expected to fall to 2.4% from 3.5% growth in the previous month.

Last edited by RPPA on Wed Oct 29, 2014 7:54 pm; edited 1 time in total

indi009 · 29 Re: Inflation in Sri Lanka Wed Oct 29, 2014 7:53 pm

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RPPA wrote:Food price data released by the Department of Census and Statistics (DCS) for the first two weeks of October showed mixed movements, with upticks seen in most categories of vegetables, while categories of fruits and fresh fish saw declines. During September, food prices dipped 0.4% MOM.

Prices of most varieties of vegetables showed increases during October owing to rainy conditions curbing supply. Another factor for the reduced output is due to the end of the Yala harvesting. However, rice prices saw declines towards the latter half of the month as increased imports of rice in September had improved supply . Despite a fall in prices of fresh fish during the first half of October, rainy conditions across the country during the remainder of the month could see more upward pressure on these prices. Overall, we feel that F&B inflation could see a slight uptick from previous months of declines.

With the full implementation of the reduction in electricity tariffs by 25% by the GOSL, we expect to see a significant fall in inflation in the Utilities sub-category in October. Adding to this, the Transport category could also see some pass-through effects of the reduction in fuel prices implemented in the second half of last month.

Based on the above factors, we expect overall headline inflation to decline for a third consecutive month on a MOM basis, falling by 0.90% in October. On a YOY basis, it is expected to fall to 2.4% from 3.5% growth in the previous month.

hEY RPPA

Do u have any news on SFIN?????

RPPA · 30 Re: Inflation in Sri Lanka Wed Oct 29, 2014 7:59 pm

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SFIN - On the fundamental view point

1st QTR EPS Rs.0.45/share

So by annualising it by multiplying by 4 will not give a big boost for the price appreciation. As per now 21/- will be the maximum expectation.

indi009 · 31 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:06 pm

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Thanks,

I hold 100,000 shares of SFIN. I would rather sell it and go for another investment.

What are the shares that you would consider for a short term gain???

RPPA · 32 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:19 pm

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indi009 wrote:Thanks,

I hold 100,000 shares of SFIN. I would rather sell it and go for another investment.

What are the shares that you would consider for a short term gain???

LIOC,CFVF,VPEL,LGL

indi009 · 33 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:21 pm

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RPPA wrote:

indi009 wrote:Thanks,

I hold 100,000 shares of SFIN. I would rather sell it and go for another investment.

What are the shares that you would consider for a short term gain???

LIOC,CFVF,VPEL,LGL

Can you pls mention the expected price of these shares.............

RPPA · 34 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:25 pm

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indi009 wrote:

RPPA wrote:

indi009 wrote:Thanks,

I hold 100,000 shares of SFIN. I would rather sell it and go for another investment.

What are the shares that you would consider for a short term gain???

LIOC,CFVF,VPEL,LGL

Can you pls mention the expected price of these shares.............

LIOC 60/-
CFVF 65/- TO 70/- or more
VPEL 8 TO 9
LGL 46/-

indi009 · 35 Re: Inflation in Sri Lanka Wed Oct 29, 2014 9:04 pm

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Thanks........

stockback · 36 Any Idea about October 2014 Inflation Fri Oct 31, 2014 1:38 pm

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Any Idea about October 2014 Inflation

Vegetable price bit high...
Rice and some other stuff bit high price during October

RPPA · 37 Re: Inflation in Sri Lanka Fri Oct 31, 2014 1:40 pm

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stockback wrote:Any Idea about October 2014 Inflation

Vegetable price bit high...
Rice and some other stuff bit high price during October

BELOW 3% FOR SURE.

stockback · 38 Re: Inflation in Sri Lanka Fri Oct 31, 2014 1:48 pm

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RPPA wrote:

stockback wrote:Any Idea about October 2014 Inflation

Vegetable price bit high...
Rice and some other stuff bit high price during October

BELOW 3% FOR SURE.

If its below 3.0%

very nice......

stockback · 39 Re: Inflation in Sri Lanka Fri Oct 31, 2014 4:50 pm

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Inflation 1.6% Y-Y

diffidently interest down. very good for all sectors.

Specially CFVF,ESL.............

RPPA · 40 Re: Inflation in Sri Lanka Fri Oct 31, 2014 6:31 pm

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stockback wrote:Inflation 1.6% Y-Y

diffidently interest down. very good for all sectors.

Specially CFVF,ESL.............

Headline inflation fell to its lowest level on a YOY basis since October 2009, growing by 1.6% in October 2014. On a MOM basis it recorded a decline of 1.6%, the largest drop seen since the beginning of the 2006 base. This was below our forecast of 2.4% YOY inflation, which expected a more modest decline of 0.9% on a MOM basis.

F&B inflation saw a slight uptick of 0.1% MOM due to rainy conditions prevailing across the country. Inflation in this category, however, was contained due to improved supply of rice during the month from increased imports entering the market.

Effects of the 25% reduction in electricity tariffs during the prior month was evident in October as the Energy category recorded a 7.8% decline over the month. This resulted in the largest ever YOY decline of 7.9% seen in this category. The Transport category also saw a further fall from fuel price reductions, effective last month, contracting by 0.8% over the month. Thus, Non-Food inflation declined by 3.1% and 0.9% on a MOM and YOY basis respectively.

Core inflation remained muted during the month, recording flat growth on a MOM basis from negative growth of 0.2% recorded last month. On a YOY basis it moderated to 3.6% in October.

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Sri Lanka can cut rates once inflation expectations stable-c.bank chief
Tue Jan 27, 2015 4:59am EST

COLOMBO, Jan 27 (Reuters) - Sri Lanka can reduce its policy interest rates below their current record low levels once inflationary expectations subside and become stable, new Central Bank Governor Arjuna Mahendran said on Tuesday.

"Inflation expectations are still embedded in people's minds," Mahendran told Reuters in an interview after the central bank announced its January policy decision. "We have to keep rates stable for a while until those inflationary expectations come down to a stable level and then we can cut interest rates further."

The central bank left policy rates steady on Tuesday for a 12th straight month, as expected. Speaking after his first monetary policy meeting, Mahendran said inflation was expected to ease further with the economy expected "to record a robust performance", predicting growth of 7.5 percent this year. (Reporting by Shihar Aneez; Editing by Simon Cameron-Moore)

Source
http://mobile.reuters.com/article/idUSL4N0V62DT20150127?irpc=932

Quibit · 42 Re: Inflation in Sri Lanka Wed Jan 28, 2015 10:30 pm

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Can we maintain the inflation at current level.

Quibit · 43 Re: Inflation in Sri Lanka Wed Jan 28, 2015 10:39 pm

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Both Demand pull inflation and cost push inflation can be witnessed in coming months. Hope that the the new CB Governor can recompose the product basket of the CPI to more realistic one within 100 days in order ascertain the real purchasing power of a Sri Lanka.

Gainer · 44 Re: Inflation in Sri Lanka Thu Jan 29, 2015 12:13 am

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ESL and CFVF both are bright future.

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·Take advantage of falling grain, copper, oil, rubber and other raw material prices through listed companies in the CSE.

·Take advantage of lower interest rate through listed companies in the CSE

· Take advantage of lower inflation through listed companies in the CSE

VALUEPICK · 46 Re: Inflation in Sri Lanka Wed Sep 02, 2015 1:33 pm

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It is very simple to analyse.

Lower oil prices will send down energy prices of all types of manufacturing companies including plantation companies
Lower grain prices, lower oil prices and lower electricity bill will send down cost of production of grain elevators and other poultry companies
Lower rubber prices will benefit rubber manufacturing companies
Lower copper prices will benefit some production companies
Companies can expand their businesses thanks to lower interest rates and borrowing cost will come down
Lower inflation will increase consumer purchasing power. They will create more demand for products and services.

On top of that, there is good demand for some product and services. Some companies will make strong earnings in the coming quarters due to demand factor and cost factor. In addition keep an eye on some out of favour industries and companies. They will comeback strongly.

It is time to identify top winners in the market before they become more expensive in the remaining stages of current bull market. Frontier markets are more attractive than other markets now.

ddrperera · 47 Re: Inflation in Sri Lanka Wed Sep 02, 2015 1:59 pm

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VALUEPICK wrote:It is very simple to analyse.

Lower oil prices will send down energy prices of all types of manufacturing companies including plantation companies
Lower grain prices, lower oil prices and lower electricity bill will send down cost of production of grain elevators and other poultry companies
Lower rubber prices will benefit rubber manufacturing companies
Lower copper prices will benefit some production companies
Companies can expand their businesses thanks to lower interest rates and borrowing cost will come down
Lower inflation will increase consumer purchasing power. They will create more demand for products and services.

On top of that, there is good demand for some product and services. Some companies will make strong earnings in the coming quarters due to demand factor and cost factor. In addition keep an eye on some out of favour industries and companies. They will comeback strongly.

It is time to identify top winners in the market before they become more expensive in the remaining stages of current bull market. Frontier markets are more attractive than other markets now.

before period value pick did not mention name of shares and give a hint..now indirectly tell...tell directly.. Very Happy

peacockman · 48 Re: Inflation in Sri Lanka Wed Sep 02, 2015 2:03 pm

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VALUEPICK wrote:·Take advantage of falling grain, copper, oil, rubber and other raw material prices through listed companies in the CSE ........ ...................

Power Plants like,

VLL
VPEL
PAP......

VALUEPICK · 49 Re: Inflation in Sri Lanka Wed Sep 02, 2015 2:53 pm

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ddrperera wrote:

VALUEPICK wrote:It is very simple to analyse.

Lower oil prices will send down energy prices of all types of manufacturing companies including plantation companies
Lower grain prices, lower oil prices and lower electricity bill will send down cost of production of grain elevators and other poultry companies
Lower rubber prices will benefit rubber manufacturing companies
Lower copper prices will benefit some production companies
Companies can expand their businesses thanks to lower interest rates and borrowing cost will come down
Lower inflation will increase consumer purchasing power. They will create more demand for products and services.

On top of that, there is good demand for some product and services. Some companies will make strong earnings in the coming quarters due to demand factor and cost factor. In addition keep an eye on some out of favour industries and companies. They will comeback strongly.

It is time to identify top winners in the market before they become more expensive in the remaining stages of current bull market. Frontier markets are more attractive than other markets now.

before period value pick did not mention name of shares and give a hint..now indirectly tell...tell directly..

Lot of stocks will go up in the coming stages of current bull market. It is not necessary to do panic buying and panic selling. I buy simple business I can understand now. Then we can minimize losses. Otherwise we can lose million in stock markets. Stock market is the place where we make both profits and losses. It is normal.

There are two types of stocks in my basket

Strong stocks
Out of favour stocks

and continuously searching for new ones (two out of favour companies under my radar are: UDPL and ELPL)

In addition, I am thinking why cannot change personality of VONE and SPEN?

Other option is pick better stock that we think in each group as follows.

Banking and Finance
Diversify
Poultry
Production
Plantation

Then later stage of current bull market it is wise to allocate more funds to some defensive sectors such as Food and beverages including hot beverages (tea) and health care etc.

samaritan · 50 Re: Inflation in Sri Lanka Wed Sep 02, 2015 3:33 pm

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BULL & BEAR HAS FORMED A NATIONAL GOVERNMENT Inflation in Sri Lanka - Page 2 Icon_evil

. SO,

TAKE ADVANTAGE OF FALLING SHARE PRICES!

VALUEPICK · 51 Re: Inflation in Sri Lanka Sat Sep 12, 2015 4:24 am

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samaritan wrote:BULL & BEAR HAS FORMED A NATIONAL GOVERNMENT. SO,

TAKE ADVANTAGE OF FALLING SHARE PRICES!

Yes. We should take advantage of falling share prices as well specially from stocks of companies having strong outlook.

Grain, cotton and other raw materials prices are cheaper in emerging economies than before with depreciating of emerging market currencies, particularly the Brazilian real and Indian rupee. Sri-Lanka import lot of things from India.

Teller · 52 Re: Inflation in Sri Lanka Sat Sep 12, 2015 9:24 am

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Hydro POWER PLANTS are in RISK now. low oil,charcol prices can reduce unit cost of electricity. So hydro power plant cant fight to increase rates.

VALUEPICK · 53 Re: Inflation in Sri Lanka Sat Sep 12, 2015 9:52 am

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Teller wrote:Hydro POWER PLANTS are in RISK now. low oil,charcol prices can reduce unit cost of electricity. So hydro power plant cant fight to increase rates.

Yes lot of things link to each other. Lower oil in 2016 means lower oil for other oils such as soya bean oil, corn oil, palm oil and canola oil etc. Some alternative energy also will have tough time.

Production companies, airlines, ship and aircraft builders, car manufactures, transportation companies, grain elevators, food processing companies, plantation companies having more factories and other equipments will benefit lot thanks to lower energy cost and other low raw materials prices. Even if rupee stay below Rs.140 and around Rs.148 still some commodity will become cheaper except item like cars due to falling currencies in emerging countries and falling commodity prices. According to some analysts oil can go to $ 20 level. Some companies will make use of falling prices to expand their business wisely.

We are having a cycle and we have to face for it. It is time to look for some emerging commodities and emerging companies in the emerging sectors. Every situation, there are winners.

VALUEPICK · 54 Re: Inflation in Sri Lanka Wed Oct 14, 2015 12:20 pm

Sri Lanka FMCG, manufacturing firm earnings seen up

Quibit · 55 Inflation in Sri Lanka Sat Feb 29, 2020 7:45 am

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Headline inflation as measured by the year-on-year (Y-o-Y) change in the Colombo Consumer Price Index (CCPI, 2013=100) increased to 6.2 per cent in February 2020 from 5.7 per cent in January 2020. This was solely driven by the statistical effect of the low base prevailed in February 2019. Food inflation (Y-o-Y) stood at 14.7 per cent in February 2020, while Non-food inflation (Y-o-Y) recorded at 2.8 per cent.

The change in the CCPI measured on an annual average basis increased to 4.6 per cent in February 2020 from 4.5 per cent in January 2020.

Monthly change of CCPI recorded at 0.0 per cent in February 2020. Setting off the price effects of items in the food category, which declined by 0.2 per cent, the prices in non-food category increased by the same magnitude. Within the Food category, prices of vegetables, rice, big onions, potatoes, sea fish and red onions recorded decreases in February 2020. However, prices of items in the Non-Food category recorded increases during the month owing to price increases of the items in Transportation (airline fair); Clothing and Footwear; and Recreation and Culture sub-categories.

The core inflation, which reflects the underlying inflation in the economy, increased to 3.2 per cent in February 2020 from 3.0 per cent in January 2020 on year-on-year basis. However, annual average core inflation decreased to 5.1 per cent in February 2020 from 5.3 per cent in January 2020.

https://www.cbsl.gov.lk/en/news/CCPI-based-Inflation-increased-in-February-2020

Last edited by Quibit on Sun Mar 22, 2020 2:01 am; edited 1 time in total

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Inflation in Sri Lanka

26 Re: Inflation in Sri Lanka Mon Jun 24, 2013 1:27 pm

sharekhan

27 Re: Inflation in Sri Lanka Tue Jun 25, 2013 2:53 pm

Prince

28 Inflation expected to fall under 3% YOY on reduced energy prices’ Wed Oct 29, 2014 7:52 pm

RPPA

29 Re: Inflation in Sri Lanka Wed Oct 29, 2014 7:53 pm

indi009

30 Re: Inflation in Sri Lanka Wed Oct 29, 2014 7:59 pm

RPPA

31 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:06 pm

indi009

32 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:19 pm

RPPA

33 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:21 pm

indi009

34 Re: Inflation in Sri Lanka Wed Oct 29, 2014 8:25 pm

RPPA

35 Re: Inflation in Sri Lanka Wed Oct 29, 2014 9:04 pm

indi009

36 Any Idea about October 2014 Inflation Fri Oct 31, 2014 1:38 pm

stockback

37 Re: Inflation in Sri Lanka Fri Oct 31, 2014 1:40 pm

RPPA

38 Re: Inflation in Sri Lanka Fri Oct 31, 2014 1:48 pm

stockback

39 Re: Inflation in Sri Lanka Fri Oct 31, 2014 4:50 pm

stockback

40 Re: Inflation in Sri Lanka Fri Oct 31, 2014 6:31 pm

RPPA

41 Sri Lanka can cut rates once inflation expectations stable-c.bank chief Wed Jan 28, 2015 10:19 pm

NZ BOY

42 Re: Inflation in Sri Lanka Wed Jan 28, 2015 10:30 pm

Quibit

43 Re: Inflation in Sri Lanka Wed Jan 28, 2015 10:39 pm

Quibit

44 Re: Inflation in Sri Lanka Thu Jan 29, 2015 12:13 am

Gainer

45 Take advantage of falling commodity prices, lower interest rate and lower inflation through listed companies in the CSE Wed Sep 02, 2015 11:58 am

VALUEPICK

46 Re: Inflation in Sri Lanka Wed Sep 02, 2015 1:33 pm

VALUEPICK

47 Re: Inflation in Sri Lanka Wed Sep 02, 2015 1:59 pm

ddrperera

48 Re: Inflation in Sri Lanka Wed Sep 02, 2015 2:03 pm

peacockman

49 Re: Inflation in Sri Lanka Wed Sep 02, 2015 2:53 pm

VALUEPICK

50 Re: Inflation in Sri Lanka Wed Sep 02, 2015 3:33 pm

samaritan

51 Re: Inflation in Sri Lanka Sat Sep 12, 2015 4:24 am

VALUEPICK

52 Re: Inflation in Sri Lanka Sat Sep 12, 2015 9:24 am

Teller

53 Re: Inflation in Sri Lanka Sat Sep 12, 2015 9:52 am

VALUEPICK

54 Re: Inflation in Sri Lanka Wed Oct 14, 2015 12:20 pm

VALUEPICK

Sri Lanka FMCG, manufacturing firm earnings seen up

55 Inflation in Sri Lanka Sat Feb 29, 2020 7:45 am

Quibit

56 Re: Inflation in Sri Lanka

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