TILE / LWL / RCL

High-flyer · 1 TILE / LWL / RCL Thu Feb 04, 2021 6:14 pm

High-flyer

Manager - Equity Analytics

Posts : 163
Equity Stars : 1508
Reputation : 2
Join date : 2020-09-20

Exiting results awaiting!

TILE / LWL has recorded 6.7 Bn for first 6 Month. They have achieved 3 Bn alone in Dec 2020.

Last time they have announced result on 5th. So result will be out tomorrow or early next week.

subash81 · 2 Re: TILE / LWL / RCL Thu Feb 04, 2021 6:19 pm

subash81

Assistant Vice President - Equity Analytics

Posts : 908
Equity Stars : 2220
Reputation : 1
Join date : 2020-10-08

December Q should be super
I expect RCL to report EPS Rs 20 and LWL Rs 18

Target price
RCL 400+
LWL 350+

If share split come after result
RCL 500
LWL 450 possible.

Game Changer · 3 Re: TILE / LWL / RCL Thu Feb 04, 2021 8:49 pm

Game Changer

Stock Analytic

Posts : 18
Equity Stars : 1208
Reputation : 0
Join date : 2021-02-04

3Q results should be unbelievable
My personal view RCL to report EPS Rs.35. Annualized EPS Rs.75.

Target price
RCL 450

If share split comes after interim financials
RCL 550 possible

Wolf86 · 4 Re: TILE / LWL / RCL Thu Feb 04, 2021 10:26 pm

Wolf86

Senior Equity Analytic

Posts : 81
Equity Stars : 1369
Reputation : 0
Join date : 2020-11-12

Tomorrow price drop..

geesura · 5 Re: TILE / LWL / RCL Thu Feb 04, 2021 10:36 pm

geesura

Senior Manager - Equity Analytics

Posts : 447
Equity Stars : 1820
Reputation : 3
Join date : 2020-09-01
Age : 20

Wolf86 wrote:Tomorrow price drop..

any reason?

Game Changer · 6 Re: TILE / LWL / RCL Thu Feb 04, 2021 10:48 pm

Game Changer

Stock Analytic

Posts : 18
Equity Stars : 1208
Reputation : 0
Join date : 2021-02-04

Could you please explain the reason for price drop tomorrow?

geesura · 7 Re: TILE / LWL / RCL Thu Feb 04, 2021 11:24 pm

geesura

Senior Manager - Equity Analytics

Posts : 447
Equity Stars : 1820
Reputation : 3
Join date : 2020-09-01
Age : 20

Game Changer wrote:Could you please explain the reason for price drop tomorrow?

I don't think there will be a drop in TILE counters as they are about to release superb results for dec quarter

Equityinvestor · 8 Re: TILE / LWL / RCL Fri Feb 05, 2021 12:02 am

Equityinvestor

Manager - Equity Analytics

Posts : 224
Equity Stars : 1951
Reputation : 3
Join date : 2019-08-20

geesura wrote:

Game Changer wrote:Could you please explain the reason for price drop tomorrow?

I don't think there will be a drop in TILE counters as they are about to release superb results for dec quarter

Agree...no sane person would sell tile shares tomorrow

subash81 · 9 Re: TILE / LWL / RCL Fri Feb 05, 2021 2:31 am

subash81

Assistant Vice President - Equity Analytics

Posts : 908
Equity Stars : 2220
Reputation : 1
Join date : 2020-10-08

Game Changer wrote:3Q results should be unbelievable
My personal view RCL to report EPS Rs.35. Annualized EPS Rs.75.

Target price
RCL 450

If share split comes after interim financials
RCL 550 possible

This is too much, unrealistic

RCL Rs 20
LWL Rs 18 possible, anything above bonus

Target price for RCL is possible
Divided too can expect from all companies

VONE going to benefit from all these

Game Changer · 10 Re: TILE / LWL / RCL Fri Feb 05, 2021 8:08 am

Game Changer

Stock Analytic

Posts : 18
Equity Stars : 1208
Reputation : 0
Join date : 2021-02-04

Then you will receive a bonus this time. Wait and see once the interim financials published you can realize the 3 quarter profits.

subash81 · 11 Re: TILE / LWL / RCL Fri Feb 05, 2021 10:01 am

subash81

Assistant Vice President - Equity Analytics

Posts : 908
Equity Stars : 2220
Reputation : 1
Join date : 2020-10-08

Game Changer wrote:Then you will receive a bonus this time. Wait and see once the interim financials published you can realize the 3 quarter profits.

Result should come next week, waiting for bonus Very Happy

High-flyer · 12 Re: TILE / LWL / RCL Fri Feb 05, 2021 4:05 pm

High-flyer

Manager - Equity Analytics

Posts : 163
Equity Stars : 1508
Reputation : 2
Join date : 2020-09-20

CT Target

RCL
- RCL is currently trading at 9.21x FY22E earnings.
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings.
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL

- LWL is attractively valued at 6.56x FY22E earnings.
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%).
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)

TILE

- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Game Changer · 13 Re: TILE / LWL / RCL Fri Feb 05, 2021 5:46 pm

Game Changer

Stock Analytic

Posts : 18
Equity Stars : 1208
Reputation : 0
Join date : 2021-02-04

Could you please explain the current market value of RCL by analyzing the annualized EPS & PE.

MaJa · 14 Re: TILE / LWL / RCL Fri Feb 05, 2021 5:52 pm

MaJa

Manager - Equity Analytics

Posts : 108
Equity Stars : 1395
Reputation : 0
Join date : 2020-10-30

High-flyer wrote:CT Target

RCL
- RCL is currently trading at 9.21x FY22E earnings.
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings.
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL

- LWL is attractively valued at 6.56x FY22E earnings.
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%).
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)

TILE

- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

High-flyer · 15 Re: TILE / LWL / RCL Fri Feb 05, 2021 6:17 pm

High-flyer

Manager - Equity Analytics

Posts : 163
Equity Stars : 1508
Reputation : 2
Join date : 2020-09-20

MaJa wrote:

High-flyer wrote:CT Target

RCL
- RCL is currently trading at 9.21x FY22E earnings.
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings.
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL

- LWL is attractively valued at 6.56x FY22E earnings.
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%).
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)

TILE

- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

wealth123 · 16 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:01 pm

wealth123

Senior Manager - Equity Analytics

Posts : 359
Equity Stars : 2256
Reputation : 3
Join date : 2019-03-23

High-flyer wrote:

MaJa wrote:

High-flyer wrote:CT Target

RCL
- RCL is currently trading at 9.21x FY22E earnings.
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings.
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL

- LWL is attractively valued at 6.56x FY22E earnings.
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%).
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)

TILE

- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

Poor Capital Trust, Always trying to promote IN Nana's Charter Buisnesses.
All these Analysis will change after Dec results.

BILL is the most undervalued share - Capita Trust1

These idiots try to penalize retail investors and give gains to Nana.

Value Pick · 17 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:19 pm

Value Pick

Manager - Equity Analytics

Posts : 198
Equity Stars : 1507
Reputation : 8
Join date : 2020-10-18

wealth123 wrote:

High-flyer wrote:

MaJa wrote:

High-flyer wrote:CT Target

RCL
- RCL is currently trading at 9.21x FY22E earnings.
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings.
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL

- LWL is attractively valued at 6.56x FY22E earnings.
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%).
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)

TILE

- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

Poor Capital Trust, Always trying to promote IN Nana's Charter Buisnesses.
All these Analysis will change after Dec results.

BILL is the most undervalued share - Capita Trust1
These idiots try to penalize retail investors and give gains to Nana.

Very undervalued targets given. Many brokering companies don’t have good research teams who can predict the future. We all know how the tile companies are going to improve their earnings. But without giving any estimate to December profits they simple have done the calculations here.... RCL going pass Rs400/ is not a dream anymore

Equityinvestor · 18 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:57 pm

Equityinvestor

Manager - Equity Analytics

Posts : 224
Equity Stars : 1951
Reputation : 3
Join date : 2019-08-20

wealth123 wrote:

High-flyer wrote:

MaJa wrote:

High-flyer wrote:CT Target

RCL
- RCL is currently trading at 9.21x FY22E earnings.
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings.
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL

- LWL is attractively valued at 6.56x FY22E earnings.
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%).
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)

TILE

- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

Poor Capital Trust, Always trying to promote IN Nana's Charter Buisnesses.
All these Analysis will change after Dec results.

BILL is the most undervalued share - Capita Trust1
These idiots try to penalize retail investors and give gains to Nana.

Well said wealth123. CT did the same laundry business with expo and had a kakki bath. Now trying to make ppl sell these diamonds so that the bosses can pick them up cheap. Pathetic.

Cricketman · 19 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:59 pm

Cricketman

Manager - Equity Analytics

Posts : 122
Equity Stars : 3513
Reputation : 6
Join date : 2015-02-19

Game Changer wrote:3Q results should be unbelievable
My personal view RCL to report EPS Rs.35. Annualized EPS Rs.75.

Target price
RCL 450

If share split comes after interim financials
RCL 550 possible

I just feel your nos are not unrealistic just by looking at the demand for their products. Fingers crossed though.

High-flyer · 20 Re: TILE / LWL / RCL Sat Feb 06, 2021 5:18 pm

High-flyer

Manager - Equity Analytics

Posts : 163
Equity Stars : 1508
Reputation : 2
Join date : 2020-09-20

Analysis on Q3 Results

TILE / LWL / RCL Ic15ibcrXHNexgTAhAAAIQcA4hhBdAAAIQgMCIgA3UOf9XNZNzKheBXGszgs8NCEAAAhC4CQGE0E0wMwgEIACB+yJQC9i5d54gEg+oMbwvz8BaCEAAAo9DACH0OGvJTCAAAQhAYOMEEEIbXyDMgwAEnooAQuiplpvJQgACEIAABCAAAQhAAAJCACGEH0AAAhCAAAQgAAEIQAACT0cAIfR0S86EIQABCEAAAhCAAAQgAAGEED4AAQhAAAIQgAAEIAABCDwdAYTQ0y05E4YABCAAAQhAAAIQgAAEEEL4AAQgAAEIQAACEIAABCDwdAT+B0Kauljlm7oeAAAAAElFTkSuQmCC

TILE / LWL / RCL Ic15ibcrXHNexgTAhAAAIQcA4hhBdAAAIQgMCIgA3UOf9XNZNzKheBXGszgs8NCEAAAhC4CQGE0E0wMwgEIACB+yJQC9i5d54gEg+oMbwvz8BaCEAAAo9DACH0OGvJTCAAAQhAYOMEEEIbXyDMgwAEnooAQuiplpvJQgACEIAABCAAAQhAAAJCACGEH0AAAhCAAAQgAAEIQAACT0cAIfR0S86EIQABCEAAAhCAAAQgAAGEED4AAQhAAAIQgAAEIAABCDwdAYTQ0y05E4YABCAAAQhAAAIQgAAEEEL4AAQgAAEIQAACEIAABCDwdAT+B0Kauljlm7oeAAAAAElFTkSuQmCC

- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

stockie · 21 Re: TILE / LWL / RCL Sat Feb 06, 2021 8:37 pm

stockie

Senior Equity Analytic

Posts : 76
Equity Stars : 1275
Reputation : 0
Join date : 2021-01-28

High-flyer wrote:Analysis on Q3 Results

- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

Even if they maintain the same EPS for the Q4, according to the 50% dividend payment from EPS, you get 6.8% - 7.0% per share for the current price. that' s equivalent to 4 Year Fixed deposit rate

Very Happy

subash81 · 22 Re: TILE / LWL / RCL Sun Feb 07, 2021 3:19 pm

subash81

Assistant Vice President - Equity Analytics

Posts : 908
Equity Stars : 2220
Reputation : 1
Join date : 2020-10-08

High-flyer wrote:Analysis on Q3 Results

- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

Thank you.

I hope share split will come after the results.

Even without a share split RCL, LWL and TILE have more value due to super income.

Following target may achieve in coming weeks
RCL 500
LWL 450
TILE 400

Value Pick · 23 Re: TILE / LWL / RCL Sun Feb 07, 2021 6:43 pm

Value Pick

Manager - Equity Analytics

Posts : 198
Equity Stars : 1507
Reputation : 8
Join date : 2020-10-18

High-flyer wrote:Analysis on Q3 Results

- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

This is a really good analysis. Thank you very much for providing the insight of all these tile companies.

hammurabi · 24 Re: TILE / LWL / RCL Sun Feb 07, 2021 10:06 pm

hammurabi

Manager - Equity Analytics

Posts : 188
Equity Stars : 2131
Reputation : 25
Join date : 2019-03-23
Location : Colombo

Will it be tile week?

AmateurTrader001 · 25 Re: TILE / LWL / RCL Sun Feb 07, 2021 11:00 pm

AmateurTrader001

Senior Equity Analytic

Posts : 63
Equity Stars : 1386
Reputation : 1
Join date : 2020-10-09

unprecedented demand for local tiles..
https://www.youtube.com/watch?v=BVw5-ioZ-2k&feature=emb_logo

Sponsored content

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Name*:
Phone number:
Email address*:
Comments*:
* - required fields	Learn

Latest topics

TILE / LWL / RCL

1 TILE / LWL / RCL Thu Feb 04, 2021 6:14 pm

High-flyer

2 Re: TILE / LWL / RCL Thu Feb 04, 2021 6:19 pm

subash81

3 Re: TILE / LWL / RCL Thu Feb 04, 2021 8:49 pm

Game Changer

4 Re: TILE / LWL / RCL Thu Feb 04, 2021 10:26 pm

Wolf86

5 Re: TILE / LWL / RCL Thu Feb 04, 2021 10:36 pm

geesura

6 Re: TILE / LWL / RCL Thu Feb 04, 2021 10:48 pm

Game Changer

7 Re: TILE / LWL / RCL Thu Feb 04, 2021 11:24 pm

geesura

8 Re: TILE / LWL / RCL Fri Feb 05, 2021 12:02 am

Equityinvestor

9 Re: TILE / LWL / RCL Fri Feb 05, 2021 2:31 am

subash81

10 Re: TILE / LWL / RCL Fri Feb 05, 2021 8:08 am

Game Changer

11 Re: TILE / LWL / RCL Fri Feb 05, 2021 10:01 am

subash81

12 Re: TILE / LWL / RCL Fri Feb 05, 2021 4:05 pm

High-flyer

13 Re: TILE / LWL / RCL Fri Feb 05, 2021 5:46 pm

Game Changer

14 Re: TILE / LWL / RCL Fri Feb 05, 2021 5:52 pm

MaJa

15 Re: TILE / LWL / RCL Fri Feb 05, 2021 6:17 pm

High-flyer

16 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:01 pm

wealth123

17 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:19 pm

Value Pick

18 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:57 pm

Equityinvestor

19 Re: TILE / LWL / RCL Fri Feb 05, 2021 7:59 pm

Cricketman

20 Re: TILE / LWL / RCL Sat Feb 06, 2021 5:18 pm

High-flyer

21 Re: TILE / LWL / RCL Sat Feb 06, 2021 8:37 pm

stockie

22 Re: TILE / LWL / RCL Sun Feb 07, 2021 3:19 pm

subash81

23 Re: TILE / LWL / RCL Sun Feb 07, 2021 6:43 pm

Value Pick

24 Re: TILE / LWL / RCL Sun Feb 07, 2021 10:06 pm

hammurabi

25 Re: TILE / LWL / RCL Sun Feb 07, 2021 11:00 pm

AmateurTrader001

26 Re: TILE / LWL / RCL

Sponsored content

New topics