CARS CINV BUKI

smallville · 26 Re: CARS CINV BUKI Sun Feb 13, 2011 9:20 pm

smallville

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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 ;-)

sapumal · 27 Re: CARS CINV BUKI Sun Feb 13, 2011 9:42 pm

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

seyon · 28 Re: CARS CINV BUKI Sun Feb 13, 2011 9:56 pm

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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..

tubal · 29 Re: CARS CINV BUKI Sun Feb 13, 2011 9:59 pm

tubal

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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.

seyon · 30 Re: CARS CINV BUKI Sun Feb 13, 2011 10:06 pm

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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

tubal · 31 Re: CARS CINV BUKI Sun Feb 13, 2011 10:19 pm

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I will bookmark this post.

sapumal · 32 Re: CARS CINV BUKI Sun Feb 13, 2011 10:49 pm

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tubal wrote:I will bookmark this post.

me too.
I don't think anyone of us (me,tabul,seyon,smallville) did a proper analysis about these shares before our foolish statements

come on · 33 CARS CINV BUKI Mon Feb 14, 2011 12:56 am

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Can any one suggest /reveal the day's of announcement of Q3 financials of the above companies... eagerly awaiting to the share's @ it's peak........

tubal · 34 Re: CARS CINV BUKI Mon Feb 14, 2011 5:24 am

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sapumal wrote:

tubal wrote:I will bookmark this post.

me too.
I don't think anyone of us (me,tabul,seyon,smallville) did a proper analysis about these shares before our foolish statements

Speak for yourself!

sapumal · 35 Re: CARS CINV BUKI Mon Feb 14, 2011 10:46 am

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tubal wrote:

sapumal wrote:

tubal wrote:I will bookmark this post.

me too.
I don't think anyone of us (me,tabul,seyon,smallville) did a proper analysis about these shares before our foolish statements

Speak for yourself!

Johor, Sabah,Perlis,Kedah , Kelantan, Kalimantan

Rocky · 36 Re: CARS CINV BUKI Mon Feb 14, 2011 11:47 am

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I decided to have a try with BUKI and CINV.
It started the upwards trend today and might continue.
Sold the lack luster shares I was holding except TWOD.
Dumped DIAL, RHL.
Lets see the fun!
bounce

seyon · 37 Re: CARS CINV BUKI Mon Feb 14, 2011 1:28 pm

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sapumal wrote:I think CINV will go to 250 , Guar 450

Still CINV is under price, as u predicted it would hit Ts.250...

As per the SEP quarter

CINV total portfolio 4.3Bn ( as per sep)

it annualized EPS (after split) is Rs.22 and Investment sector PER is 22.8 times. Therefore the value would be (22 X 22. Cool

is Rs.500. However PER multiples of Investment sector is high, since some company in this sector has high PER (Eg.GREG), that is reason the sector PER reported 22.8 times. However even if you discounts PER by 50% to get fair adjustment the CINV value would be (22 X 11.4) Rs. 250. Therefore there is high chances the price will get move up. and Net asset per share Rs.145( This quarter it would more thaan 220 level)

Further it has unique feature in its Investment portfolio
CINV total portfolio is Rs. 7.2 Bn including investment in Sri Lanka Fund (USD fund targeting foreign investor) amounts Rs.151Mn and the carrying value of investment Rs.3.1Bn in associate company Rubber Investment Trust Company, which has a stake of 20% in BUKI. (In Financial statement investment in associate is been reported in Carrying Value as per SLAS, However the fair value of investment is Rs.9.8Bn that reflects BUKI market value).Further CINV has short term investment in different sectors amounts to Rs.733Mn.

Happy trading

sapumal · 38 Re: CARS CINV BUKI Mon Feb 14, 2011 2:37 pm

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These are investment trusts. Don't look at PE.N0000
NAV.N0000 is the KEY factor
If BUKI is stable, CINV is really under valued
Harapan Lestari

seyon · 39 Re: CARS CINV BUKI Mon Feb 14, 2011 2:43 pm

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sapumal wrote:These are investment trusts. Don't look at PE.N0000
NAV.N0000 is the KEY factor
If BUKI is stable, CINV is really under valued
Harapan Lestari

Hi sapumal

Yes u are correct, just to analyze in terms of earning only, i presented my views... that is the reasons i mentioned the book value also this would easily break 250 in coming quarters

Happy Trading

sapumal · 40 Re: CARS CINV BUKI Mon Feb 14, 2011 2:47 pm

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They can have a good earning too. They are the biggest investment trusts in CSE and they will take the full advantage during the Oct drama and the January drama (Now showing @CSE)
Good Luck

dhamm · 41 Re: CARS CINV BUKI Mon Feb 14, 2011 4:47 pm

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Guys,
Since during the December qtr market was down, is there any chance that NAV of CINV can go down compared to the septembet qtr? As per Sep 31, market value of NAPS was 145. if thats the case, would CINV worth this much?

if anyone of you have analyzed their portfolio in detail, pls share with us. Smile

moon · 42 CARS Mon Feb 14, 2011 5:11 pm

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CARS is expected to go upto 1200

RockStock · 43 Re: CARS CINV BUKI Mon Feb 14, 2011 5:45 pm

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dhamm wrote:Guys,
Since during the December qtr market was down, is there any chance that NAV of CINV can go down compared to the septembet qtr? As per Sep 31, market value of NAPS was 145. if thats the case, would CINV worth this much?

if anyone of you have analyzed their portfolio in detail, pls share with us.

Their top share holdings except BUKI
John Keells Holdings 20%
2 Aitken Spence 15%
3 Commercial Bank 12%
4 Hatton Nation Bank 11%
5 Aitken Spence
Hotel Holdings 8%

I think during the last quater, with the announcement of the share split SPEN climbed from around 1500 to 3300, with more than 100% gain. So as AHUN with the split. JKH price was below 240 before september 2010, and now 290; around 20% gain.

IMHO November dip didn't affect much for their profile rather they gained considerably if you look at the charts.

smallville · 44 Re: CARS CINV BUKI Mon Feb 14, 2011 7:27 pm

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Guys results out..

GUAR
http://www.cse.lk/cmt/upload_report_file/607_1297679328310.pdf
CINV
http://www.cse.lk/cmt/upload_report_file/608_1297679722156.pdf
BUKI
http://www.cse.lk/cmt/upload_report_file/456_1297679307169.pdf

BUKI's NAV has increased but other.. OMG.. wat to say???

Now I wonder who can still be bullish on CARS group?

RockStock · 45 Re: CARS CINV BUKI Mon Feb 14, 2011 10:06 pm

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as expected CINV and GUAR NAV increased, But how do they calculate this EPS

Backstage · 46 Re: CARS CINV BUKI Thu Nov 10, 2011 12:30 pm

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Sept results should be out next week. Any predictions ?

Palm oil forecast down up to Dec and upwards in 2012.

Backstage · 47 Re: CARS CINV BUKI Wed Dec 07, 2011 12:20 pm

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Analyst Mistry: Severe Drop In CPO Output From November To Boost Prices
(02 Dec, 2011)
"A "severe" drop in crude palm oil production due to seasonally lower yields and La Nina-related rainfall in the world's top producers could see prices rising toward MYR4,000 a metric ton by June, leading vegetable oil analyst Dorab Mistry said Friday. (Dec 2, 2011)"

My understanding is that palm oil at 2000 ringgit,Cars & Buki are in profit. With new stocks coming into bearing in 1st Q and with more downstream acquisitions Cars group should be happening by June. Apparently their long term target is to become the worlds biggest palm oil producer.

Any one else watching this ?

aj · 48 Re: CARS CINV BUKI Wed Dec 07, 2011 12:35 pm

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Backstage wrote:Analyst Mistry: Severe Drop In CPO Output From November To Boost Prices
(02 Dec, 2011)
"A "severe" drop in crude palm oil production due to seasonally lower yields and La Nina-related rainfall in the world's top producers could see prices rising toward MYR4,000 a metric ton by June, leading vegetable oil analyst Dorab Mistry said Friday. (Dec 2, 2011)"

My understanding is that palm oil at 2000 ringgit,Cars & Buki are in profit. With new stocks coming into bearing in 1st Q and with more downstream acquisitions Cars group should be happening by June. Apparently their long term target is to become the worlds biggest palm oil producer.

Any one else watching this ?

This means palm oil producers won't be able to make much palm oil to sell.

Backstage · 49 Re: CARS CINV BUKI Wed Dec 07, 2011 12:51 pm

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Cars is supposed to have a large amount of hectares coming into bearing next year.
(I am no expert. I own some cars group shares and always on the lookout for anything I can learn about the groups medium term prospects.)

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CARS CINV BUKI

26 Re: CARS CINV BUKI Sun Feb 13, 2011 9:20 pm

smallville

27 Re: CARS CINV BUKI Sun Feb 13, 2011 9:42 pm

sapumal

28 Re: CARS CINV BUKI Sun Feb 13, 2011 9:56 pm

seyon

29 Re: CARS CINV BUKI Sun Feb 13, 2011 9:59 pm

tubal

30 Re: CARS CINV BUKI Sun Feb 13, 2011 10:06 pm

seyon

31 Re: CARS CINV BUKI Sun Feb 13, 2011 10:19 pm

tubal

32 Re: CARS CINV BUKI Sun Feb 13, 2011 10:49 pm

sapumal

33 CARS CINV BUKI Mon Feb 14, 2011 12:56 am

come on

34 Re: CARS CINV BUKI Mon Feb 14, 2011 5:24 am

tubal

35 Re: CARS CINV BUKI Mon Feb 14, 2011 10:46 am

sapumal

36 Re: CARS CINV BUKI Mon Feb 14, 2011 11:47 am

Rocky

37 Re: CARS CINV BUKI Mon Feb 14, 2011 1:28 pm

seyon

38 Re: CARS CINV BUKI Mon Feb 14, 2011 2:37 pm

sapumal

39 Re: CARS CINV BUKI Mon Feb 14, 2011 2:43 pm

seyon

40 Re: CARS CINV BUKI Mon Feb 14, 2011 2:47 pm

sapumal

41 Re: CARS CINV BUKI Mon Feb 14, 2011 4:47 pm

dhamm

42 CARS Mon Feb 14, 2011 5:11 pm

moon

43 Re: CARS CINV BUKI Mon Feb 14, 2011 5:45 pm

RockStock

44 Re: CARS CINV BUKI Mon Feb 14, 2011 7:27 pm

smallville

45 Re: CARS CINV BUKI Mon Feb 14, 2011 10:06 pm

RockStock

46 Re: CARS CINV BUKI Thu Nov 10, 2011 12:30 pm

Backstage

47 Re: CARS CINV BUKI Wed Dec 07, 2011 12:20 pm

Backstage

48 Re: CARS CINV BUKI Wed Dec 07, 2011 12:35 pm

aj

49 Re: CARS CINV BUKI Wed Dec 07, 2011 12:51 pm

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