Post-election winners.

Is it good time to buy?

NPP Election Manifesto and Future Investment Opportunities in Sri Lanka
Based on the NPP Election Manifesto 2024 and the potential policies that Anura Kumara Dissanayake might implement if he becomes President of Sri Lanka, several sectors and companies could see growth. Here are some stocks and companies that might benefit:

1. Renewable Energy Companies
Why: The NPP manifesto emphasizes a strong focus on sustainable and renewable energy surces like solar, wind, and hydro. Companies involved in renewable energy projects could see increased demand and government support.
Potential Companies: LVL Energy PLC, Windforce PLC, Vallibel Power and other listed renewable energy companies or those planning to expand into renewable energy projects.

2. Agricultural and Agro-Industrial Companies
Why: The manifesto plans to boost the agricultural sector through organic farming and technological support. Companies involved in agro-industries, fertilizers, and farming equipment could benefit from increased investments and incentives.
Potential Companies: Ceylon Grain Elevators PLC, CIC Holdings PLC, and other companies with exposure to agriculture and food production.

3. Technology and Digital Services
Why: The NPP manifesto mentions a push towards digital transformation, including enhancing the IT infrastructure, promoting digital businesses, and supporting tech startups. Companies in software development, digital services, and IT infrastructure could thrive.
Potential Companies: Listed tech companies or companies providing digital solutions, cybersecurity services, or involved in the digital transformation of other sectors.

4. Healthcare and Pharmaceuticals
Why: With plans to expand universal health coverage and promote local pharmaceutical production, companies in the healthcare and pharmaceutical sectors could see growth.
Potential Companies: Ceylon Hospitals PLC, The Lanka Hospitals Corporation PLC, and other companies involved in healthcare services and pharmaceutical manufacturing.

5. Construction and Infrastructure Companies
Why: The manifesto may include infrastructure development projects such as roads, hospitals, and public utilities to support economic growth, creating opportunities for companies in construction and infrastructure.
Potential Companies: Access Engineering PLC, Sierra Cables PLC, and other construction-related companies.

6. Tourism and Hospitality
Why: With a focus on sustainable tourism, including eco-tourism and cultural tourism, companies in the tourism and hospitality sector might benefit from increased tourist arrivals and investment in tourism infrastructure.
Potential Companies: John Keells Holdings PLC, Aitken Spence Hotel Holdings PLC, and other companies with interests in hotels and travel.

7. Telecommunications
Why: A digital push might also mean improvements in telecom infrastructure and services, benefiting companies in the telecommunications sector.
Potential Companies: Dialog Axiata PLC, Sri Lanka Telecom PLC, and other telecom providers.

I AM ALSO DOINNG SAME THING. I THINK MARKET WILL GO UP FEW DAYS AFTER THE ELECTION.

Stock predictions post-election?
Predicting stock market performance, especially following an election, involves a high degree of uncertainty. For the Colombo Stock Exchange (CSE) in particular, stock predictions post-election in Sri Lanka will depend on a range of factors, including the election outcome, the political and economic environment, investor sentiment, and global economic conditions. Here’s a breakdown of the potential scenarios and factors that could influence stock predictions post-election:

1. Election Outcome and Political Stability
Positive Outcome (Market-Friendly Government or Clear Mandate): If the election results in a government perceived as stable and market-friendly, we could see a positive reaction in the CSE. Investors generally favor clear mandates that suggest a steady policy direction, reducing uncertainty and potentially leading to a rally in stocks.
Negative Outcome (Political Uncertainty or Unfavorable Policies): Conversely, if the election results in a hung parliament, political instability, or a government expected to implement market-unfriendly policies, stock markets could react negatively. Prolonged uncertainty or fear of economic mismanagement can cause a sell-off.

2. Economic Policies and Reforms
Pro-Growth Economic Policies: If the newly elected government announces pro-growth policies such as infrastructure development, tax cuts, or regulatory reforms aimed at boosting business, key sectors could perform well. Financials, consumer goods, construction, and industrials might see an uptick.
Austerity or Tight Fiscal Policies: On the other hand, if the government needs to implement austerity measures to manage debt or curb inflation, certain sectors might underperform due to reduced consumer spending and government expenditure.

3. Investor Sentiment and Confidence
Boosted Confidence: A decisive election result with clear policy direction can enhance investor confidence, leading to increased foreign and domestic investment. This can cause broad-based gains in the market.
Wary Sentiment: If investors are cautious about the new government’s ability to manage the economy or fear potential instability, market sentiment could turn negative, leading to a cautious or bearish market stance.

4. Sector-Specific Impacts
Infrastructure and Construction: If the government focuses on infrastructure projects, this sector may experience gains due to increased public spending.
Financials: Banks and financial services companies may benefit from stability and pro-growth policies but could suffer under economic austerity or higher taxes.
Consumer Goods and Retail: Likely to be influenced by consumer confidence and disposable income levels, which are tied to economic policy and stability.
Tourism and Hospitality: A government that prioritizes stability and security may boost this sector, especially if it aligns with post-pandemic recovery and foreign investment in tourism.

5. Global Economic Conditions
External Influences: Global economic conditions, such as interest rates, commodity prices, and geopolitical tensions, also play a role in determining market behavior post-election. For instance, if global markets are experiencing a downturn, it may dampen the positive effects of a favorable election outcome locally.
Foreign Investment: Global investor sentiment toward emerging markets like Sri Lanka will influence the CSE. Positive election outcomes that align with global economic trends could attract foreign investors, while negative outcomes or global instability could deter them.

6. Macroeconomic Indicators
Inflation and Interest Rates: Inflationary pressures and interest rates set by the Central Bank of Sri Lanka will significantly impact stock prices. If inflation is controlled and rates are favorable, there could be upward pressure on stocks. High inflation or rising interest rates could have the opposite effect.

7. Historical Trends
Past Election Reactions: Examining how the CSE reacted in previous elections might offer insights. Generally, markets react positively to clear outcomes and negatively to uncertainty or unfavorable policy announcements. Historical patterns can provide some context but are not definitive predictors of future performance.

Post-election stock predictions for the Colombo Stock Exchange will largely depend on the election's clarity, the stability of the new government, their economic policy stance, and how these align with investor expectations. It is essential for investors to stay informed about both domestic political developments and global economic trends. Diversification and cautious investment strategies are advisable in such volatile and uncertain times.

Ultimately, while certain sectors might be poised to benefit based on anticipated policies, the overall market direction will depend on a complex interplay of these factors.

AAMOST All shares will go up under ANURA

BECAUSE OF MERITROCRACY.ZERO CORRPTIONS, SOCIAL MARKET ECONOMY AND DEMOCRACY

IT WILL BE UNBLEVABLY WONDERFUL COUNTRY.

WAIT AND SEE

(I AM FROM REALSLFP   VILLAGE FAMILY, THIS IS MY CANDID OPRNION.)

Mr. @Rare Could you pls mention some cash rich counters ? Then I can do my research as well. Thanks

Am not @Rare but lets Compare ... KCAB APLA GRAN TAFL

KCAB APLA CIND capable of 3X near term . TAFL GRAN 2X ... All Cash Rich low debt . Most Shares will rocket up . Index could easily reach 15000

Biggy wrote:KCAB APLA CIND capable of 3X near term . TAFL GRAN 2X ... All Cash Rich low debt . Most Shares will rocket up . Index could easily reach 15000

Can hit new all time high if we see positive factors. CIND is also on my radar. Market is slowly inching up.

Trend is clear for the certain stocks in the CSE in the coming months and coming years.

GRAN, LMF, VONE, SAMP are my top picks

Biggy wrote:KCAB APLA CIND capable of 3X near term . TAFL GRAN 2X ... All Cash Rich low debt . Most Shares will rocket up . Index could easily reach 15000

So far, I looked at the following companies. Out of all TAFL is on the top given their strong financial strength and growth prospects. Looking forward to identifying few more promising stocks in other sectors. How about telecom, banking and manufacturing sectors?

Stock	Current Assets	Total Liabilities
TPL	5,098,018,000	3,382,691,000
NAMU	6,969,944,000	2,917,544,000
TAFL	8,335,310,000	1,681,908,000
GRAN	16,703,250 1,000	5,557,140,000
UDPL	2,145,190,000	2,102,105,000
CIND	3,798,836,000	1,196,814,000
ACL	29,236,454,000	5,141,603,000
SOY	3,102,807,213,000	1,0 19,499,989,000

Few more information on selected stocks. More later.

Stock	Curent Price	Dividend Yeilds 5ya %	Net Asset per share	PE Ratio	ROE 5YA	ROE%
TAFL	Rs.290	8.90%	Rs. 351.04	2.4	20.19	40.76
GRAN	Rs.170	11.36%	Rs.182.48	3.23	16.09	32.23
CIND	Rs.103	3.23	Rs.164.39	4.17	17.97	18.1
CINV	Rs.49	1.69	Rs.118.14	2.95	3.05	14.39
TPL	Rs.121	22.38%	Rs.136.37	3.88	24.87	26.55%
UDPL	Rs.73		Rs.161.33	1.91	15.81	28.92
ACL	Rs.81	2.7	Rs.111.85	6.82	17.56	11.56
KVAL	Rs.		Rs.
WATA	Rs.88.90	15.81	Rs.30.44	7.58	37.36	37.83

     

Stock	Debt to Equity %	Cash pe share Rs.	Cash flow per share	All Time High	All Time Low	52 Week  High	52  Week Low
TAFL	Nil	132.88	Rs.281.47	Rs.340	Rs.5	Rs.324.50	Rs,164
GRAN	7.39%	95.67	Rs.154.36	Rs.265	Rs.6.25	Rs.101	Rs.193
CIND	1.30%	2.79	Rs.26.70	Rs.385	Rs.10	Rs.141	Rs.84.50
CINV	5.56%	8.24	Rs.5.03	Rs.660	Rs.21	Rs.68.50	Rs.39
TPL	7.40%	0.68	Rs.42.40	Rs.150	Rs.10	Rs.150	Rs.90
UDPL	0.65%	29.65	Rs.24.34	Rs.170	Rs.5.75	Rs.98	Rs.61
ACL	6.81	36.53	Rs.19.34	Rs.420	8	Rs.89	Rs.65.50
KVAL			Rs.	Rs.	Rs.	Rs.	Rs.
WATA	9.92	3.92	Rs.18.62	Rs.330	Rs.6.40	Rs.97	Rs.70