CARS CINV BUKI

I know the following:

- Low liquidity
- Relationship between the two
- Plantations etc
- Growth potential
- Dividend payout
- Margins

What are the hidden elements that you can guess will impact the performance for the quarter?
Why has nt the price shot up past 610 for carsons?
Are there any known secrets that I know nothing off?

Do you think these will go up the most ?

hybrid_OS wrote:I know the following:

- Low liquidity
- Relationship between the two
- Plantations etc
- Growth potential
- Dividend payout
- Margins

What are the hidden elements that you can guess will impact the performance for the quarter?
Why has nt the price shot up past 610 for carsons?
Are there any known secrets that I know nothing off?

Hi hybrid_OS

CARS, CINV,BUKI,GUAR,LION and other related companies are in good track.. Time to time stocks will starts its rally to reflect their performance. These stocks are good to build up your strong portfolio. I did not analyze about BUKI and Other CARS group illiquid stocks. But I have done good study on CINV, GUAR and CARS.. CINV and GUAR will come out with strong portfolio and attractive results. Still the price are very attractive to buy, still it has room to move up.... CARS will reflect its group performance. now it is 2nd market Cap.. and is on track to move into 1st Market Cap in near future....

Happy Trading

seyon
please tell your opinion on wapo
i know you are fond of carson group
due to your advice i have major stake in carson group companies it gives me a good return
seyon please tell me your valuable opinion on wapo and its right issue

nal 78 wrote:seyon
please tell your opinion on wapo
i know you are fond of carson group
due to your advice i have major stake in carson group companies it gives me a good return
seyon please tell me your valuable opinion on wapo and its right issue

I haven't studied cars and buki

Rubber Investment trust is the real GEM in CARS group. It's Net Assets rose to 27Bn now

It has 20Mn shares of BUKI and 10Mn shares of JKH

NET ASSETS = 20,037,500 * 1200 +10,802,178 * 295 = Rs 27,231,642,510

GUAR and BUKI FLOATING shares are comparatively low ,(according to my memory guar 10% and buki 5% )
but cinv 30% in cse.lk so floating share volume is high
cars floating share volume is high ( compare with BUKI)

i follow carson group and fond of that for years

so my advice is buy guardian or buki b cos price appreciation is fast (compare with cinv and cars )

cinv is very liquid so easy to sell

any way without hesitation i would recomand to buy carson group shares

its a life time solid investment

what do you think of KAPI will it run anytime soon ?

amjad wrote:what do you think of KAPI will it run anytime soon ?

Where have you been? KAPI has appreciated by a very large amount since the right issue was announced, and it's horridly over valued right now

tubal wrote:

amjad wrote:what do you think of KAPI will it run anytime soon ?

Where have you been? KAPI has appreciated by a very large amount since the right issue was announced, and it's horridly over valued right now

Hi tubal,I brought BUKI 200 @ 990 in credit. Can you tell me the price I should sell.Thnx

@ tubal,

was just guessing due to the following information.
http://www.blogtopsites.com/post/mtd+walkers
1.400mln piling contract
2.super highway contract
3.northern power plant

its not a guess its a fact that its future is bright.

amjad wrote:@ tubal,

was just guessing due to the following information.
http://www.blogtopsites.com/post/mtd+walkers
1.400mln piling contract
2.super highway contract
3.northern power plant

its not a guess its a fact that its future is bright.

Amjad, you can't pick facts and figures to suite yourself. KAPI had a 1:19 rights issue. Here is the link: http://www.cse.lk/cmt/uploadAnnounceFiles/9961288151500_444.pdf

Guess what, their EPS is going to be diluted by 19 now. So they are going to have make 1900% profit increase to comphensate for that. And what's their profit now? Well they don't have a profit, they made a loss.

The secod fact that you seem to have ignored is that the XR price of the shares should have been 53.5 , the share is now trading at 75.00 that's a 50% increase.

dimithri wrote:

tubal wrote:

amjad wrote:what do you think of KAPI will it run anytime soon ?

Where have you been? KAPI has appreciated by a very large amount since the right issue was announced, and it's horridly over valued right now

Hi tubal,I brought BUKI 200 @ 990 in credit. Can you tell me the price I should sell.Thnx

Really sorry Dimithri, no one can tell you at what price you should sell at. However I got out of BUKI at around the price that you got in! Yeah call me stupid, but a profit that has not been entered into the books is not a profit.

perfectly understood. many thanks for the explanation.

do you think these shares a good for buying on monday,Please advice me

GUAR
CARS
BFL
CIVN
ELPL
BRWN

The first five have had their day in the sun. So don't bother with them. The last one, BRWN it tried to break out of the resistance levels last Friday but was rapidly beaten back down. Might be worth watching, if it breaks out again and the break out looks sustainable, go for it.

Overall, this is selling time, not buying time. If you must buy something, pick a share that has not appreciated in a big way in recent weeks. Or if it has appreciated, the price is justified by the latest quarterly and short term prospects.

tubal wrote:The first five have had their day in the sun. So don't bother with them. The last one, BRWN it tried to break out of the resistance levels last Friday but was rapidly beaten back down. Might be worth watching, if it breaks out again and the break out looks sustainable, go for it.

Overall, this is selling time, not buying time. If you must buy something, pick a share that has not appreciated in a big way in recent weeks. Or if it has appreciated, the price is justified by the latest quarterly and short term prospects.

Palm oil prices are rising. Carson group can have better EPS.

sapumal wrote:
Palm oil prices are rising. Carson group can have better EPS.

This has been discussed in another thread.

I LIKE TO BUY CARSON AND BUKIT AT PRESENT PRICE??? PLEASE EXPLAIN ME?

nal 78 wrote:seyon
please tell your opinion on wapo
i know you are fond of carson group
due to your advice i have major stake in carson group companies it gives me a good return
seyon please tell me your valuable opinion on wapo and its right issue

Hi nal78

WAPO current price is very high. Its book value only Rs.20. But the right issue is very attractive.. the reason for this price level may be investors interesting to get additional rights or selling their rights @ highest price. Additional rights is impossible. Since WAPO made underwriting agreement with Guardian in case rights is under subscribed. we have to see How the rights is going to be traded. If the rights will be in attractive price then we can go for....

tubal wrote:

amjad wrote:@ tubal,

was just guessing due to the following information.
http://www.blogtopsites.com/post/mtd+walkers
1.400mln piling contract
2.super highway contract
3.northern power plant

its not a guess its a fact that its future is bright.

Amjad, you can't pick facts and figures to suite yourself. KAPI had a 1:19 rights issue. Here is the link: http://www.cse.lk/cmt/uploadAnnounceFiles/9961288151500_444.pdf

Guess what, their EPS is going to be diluted by 19 now. So they are going to have make 1900% profit increase to comphensate for that. And what's their profit now? Well they don't have a profit, they made a loss.

The secod fact that you seem to have ignored is that the XR price of the shares should have been 53.5 , the share is now trading at 75.00 that's a 50% increase.

Hi tubal

Yes you are correct KAPI made loss at current scenario and XR price is also in Rs.54 level. However we must have to see their new projects and growth. As Amjad pointed out. company is on good track in developing new projects and restructuring the company from the right issue proceeds

The Purpose of right Issue

The purpose for which the proceeds of the issue are to be utilized
1. To capitalize loans received for the acquisition of companies previously
2. To acquire Northern Power Company (Pvt) Ltd
3. To Finance Working Capital of the company
http://www.cse.lk/cmt/uploadAnnounceFiles/9961288151500_444.pdf

The proceeds of this Rights Issue will be used for the 100% purchase of Northern Power Company Private Limited, a 30MW HFO power plant located in Chunnakam, Jaffna, as the largest provider of electricity to the Jaffna Peninsula. The balance of the Rights Issue proceeds will be used for capital expenditure and working capital requirements of the MTD Group of Companies.

http://srilankastockpicks.blogspot.com/2010/12/mtd-walkers-plc-announce-rights-issue.html

We do not know about the numbers of the loans received for the acquisition of companies previously and the amount required to acquire Northern Power Company (Pvt) Ltd. However I would say major part of the loan will be settled from the right issue. Hence Finance cost amounts Rs.67Mn will be reduced and this would strengthen the bottom line. This scenario will highlight only on 4th quarter results.

Let us workout the utilization of right issue

Total Proceeds From Rights ----------------- --------------------Rs. 3,585,096,339
Interest Bearing loans---------------------------------- ------------- Rs. 707,045,353 1st Preference to settle
Overdraft -------------------------------------------------------------- Rs.226,647,954 2nd Preference
Non Interest Bearing loans--------------------------- -------------- Rs. 848,278,262
(This loan may be obtained from parent company, there should be flexibility for the repayment)

Hence the amounts of Rs.2Bn (after settlement of interest bearing loans and OD) will be utilized for the acquisition of Northern Power Company (Pvt) Ltd , other investment opportunities and working capital requirement.

We can see the restructured and sound balance sheet from the 4th quarter. Further income generate from new projects also will contribute to strengthen the company performance and value…

Happy Trading

While I agree wit the carsons shares, I must stress out its CINV that stands out due to the attractive price level its going nw.. Surely this wont be staying in this era for a long time and I'm seeing bull factors from last week looking at the buying pressure it has.. CINV has number of shares on float so easily can buy and sell.. BUKI on the other hand is nearly closer to 1000 and its very difficult for normal ppl to jump into it looking at the value.. But that's once hell of a share which I used to be bullish ;-)

I don't think CINV will move. Look at the selling pressure. It is huge

smallville wrote:While I agree wit the carsons shares, I must stress out its CINV that stands out due to the attractive price level its going nw.. Surely this wont be staying in this era for a long time and I'm seeing bull factors from last week looking at the buying pressure it has.. CINV has number of shares on float so easily can buy and sell.. BUKI on the other hand is nearly closer to 1000 and its very difficult for normal ppl to jump into it looking at the value.. But that's once hell of a share which I used to be bullish ;-)

Hi smallville and nal78

The group results are about to release on Mon and Tue. We will not be able to see these stock at this price level.. CINV and GUAR will come out with most attractive results and portfolio. CARS and BUKI will reflect its operational and group performance. CARS and CINV this price level is very much attractive to buy.. Still it has a room to rise up.. As u mentioned GUAR and BUKI free float is very low, that is reason price get highly jumped.

I would say, we will be able to get max return if we hold these shares.................

Happy Trading..

seyon wrote:[
The group results are about to release on Mon and Tue. We will not be able to see these stock at this price level..
Happy Trading..

Definitely you will not see these shares at the same price level after next week. It remains to be seen whether the direction is up or down.

tubal wrote:

seyon wrote:[
The group results are about to release on Mon and Tue. We will not be able to see these stock at this price level..
Happy Trading..

Definitely you will not see these shares at the same price level after next week. It remains to be seen whether the direction is up or down.

Hi Tubal

You cant see the downward run from these stocks from next week. I was trying to tell that We will not be able to see these stock at this attractive price level..

Happy Trading