FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com


Join the forum, it's quick and easy

FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com
FINANCIAL CHRONICLE™
Would you like to react to this message? Create an account in a few clicks or log in to continue.
FINANCIAL CHRONICLE™

Encyclopedia of Latest news, reviews, discussions and analysis of stock market and investment opportunities in Sri Lanka

Click Link to get instant AI answers to all business queries.
Click Link to find latest Economic Outlook of Sri Lanka
Click Link to view latest Research and Analysis of the key Sectors and Industries of Sri Lanka
Worried about Paying Taxes? Click Link to find answers to all your Tax related matters
Do you have a legal issues? Find instant answers to all Sri Lanka Legal queries. Click Link
Latest images

Latest topics

» Price Movement in Brent Co., WTI Co., and CEYPETCO Price Revisions Since Hamas' Attack on Israel in October 2023
by pramu perera Mon Oct 07, 2024 10:49 pm

» Stocks on the Radar at CSE
by cpriya Sun Oct 06, 2024 11:24 pm

» Global Rice prices drops
by Rare Sun Oct 06, 2024 3:19 am

» Post-election winners.
by Rare Thu Oct 03, 2024 1:01 pm

» Construction Giant's IPO - Access Engineering
by shiraz latiff Thu Oct 03, 2024 12:43 pm

» ACCESS Engineering,my target Rs. 26/-
by shiraz latiff Thu Oct 03, 2024 12:41 pm

» Access Engineering awarded two more contract packages at Colombo Port
by shiraz latiff Thu Oct 03, 2024 12:39 pm

» Asha Securities and Asia Securities Target AEL (Access Enginnering PLC )
by nilantha suranga Thu Oct 03, 2024 12:36 pm

» ACCESS ENGINEERING PLC (AEL) Will pass IPO Price of Rs 25 ?????
by Anushka Perz Wed Oct 02, 2024 10:33 am

» History Repeat Access Engineering PLC
by sakuni Wed Oct 02, 2024 10:31 am

» Asian stocks drift higher amid rate cut speculation; Japan lags
by Rare Mon Sep 30, 2024 1:29 pm

» Sri Lanka: Light Rail Transport (LRT) at what opportunity cost?
by God Father Mon Sep 30, 2024 7:52 am

» Sri Lankan companies with small market cap
by Rare Sat Sep 28, 2024 4:41 am

» Large cap Sri Lankan companies
by Rare Sat Sep 28, 2024 4:36 am

» Gold, copper, iron and aluminum no more bargain
by Rare Sat Sep 28, 2024 4:25 am

» Reinstatement of SLT-Mobitel's ETA System for Streamlined Visa Processing
by pramu perera Fri Sep 27, 2024 8:49 pm

» Oil prices fall further
by Rare Fri Sep 27, 2024 12:20 pm

» Sri Lanka rupee closes at 275/290 to the US dollar
by Rare Thu Sep 26, 2024 11:58 am

» Bullish about a sustainable turnaround - CSE Chairman
by Rare Wed Sep 25, 2024 1:51 pm

» Can NPP secure majority in Parliament?
by God Father Wed Sep 25, 2024 9:41 am

» Growing superstar LVEF 14+
by ddrperera Wed Sep 25, 2024 8:53 am

» Why Central Bank Governor Nandalal Weerasinghe should Resign?
by God Father Tue Sep 24, 2024 2:22 pm

» Can AKD win the upcoming Parliamentary Election ???
by pramu perera Mon Sep 23, 2024 10:46 pm

LISTED COMPANIES

Submit Post
ශ්‍රී ලංකා මූල්‍ය වංශකථාව - සිංහල
Submit Post


CONATCT US


Send your suggestions and comments

* - required fields

Read FINANCIAL CHRONICLE™ Disclaimer



EXPERT CHRONICLE™

ECONOMIC CHRONICLE

GROSS DOMESTIC PRODUCT (GDP)



CHRONICLE™ YouTube


You are not connected. Please login or register

COLO versus DIMO and Other Motor Companies-Performance Comparison

+5
Monster
Aamiable
pathfinder
Slstock
Rajaraam
9 posters

Go down  Message [Page 1 of 1]

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics

I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLODIMOSMOTUMLASHO
Sales(Rs.Mn)1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn)296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn)19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn)219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn)143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/201215.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS)18.67 5.96 14.95 11.20 22.32
NAV(Rs)168.55 522.31 82.67 62.25 390.00
Highest Price530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs)1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares9,124,3188,876,4376,033,62267,267,0843,620,843
Major Shareholder's Stake52.09%12.57%59.66%29.36%41.77%
CFLB 52.09%EPF 12.57%ITOCHU 59.66%Readywear 29.36%Lanka Leyland41.77%
Senthilkval 1.97%Pandithage FamilyR.M.NanayakkaraYaseen family43.25%CTB 0.86%
Senthi/S.bank15.36%29.60%20.00%Perpetuel 12.48%
Algama family8.53%
Public Holding30.43%46.94%10.10%30.12%2.77%

Your comments are welcome.

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

Rajaraam wrote:
I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLODIMOSMOTUMLASHO
Sales(Rs.Mn)1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn)296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn)19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn)219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn)143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/201215.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS)18.67 5.96 14.95 11.20 22.32
NAV(Rs)168.55 522.31 82.67 62.25 390.00
Highest Price530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs)1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares9,124,3188,876,4376,033,62267,267,0843,620,843
Major Shareholder's Stake52.09%12.57%59.66%29.36%41.77%
CFLB 52.09%EPF 12.57%ITOCHU 59.66%Readywear 29.36%Lanka Leyland41.77%
Senthilkval 1.97%Pandithage FamilyR.M.NanayakkaraYaseen family43.25%CTB 0.86%
Senthi/S.bank15.36%29.60%20.00%Perpetuel 12.48%
Algama family8.53%
Public Holding30.43%46.94%10.10%30.12%2.77%

Your comments are welcome.

Very good effort. + Rep.

It is clear that most undervalued is now DIMO and then UML. However COLO has some other assets including land and a porfolio which made it attractive at one point. Now that COLO ran, I think it is time to concentrate on DIMO and UML. My pick still is DIMO though I have been holding it for too long.
Just think with PE of 10 DIMO is still clearly valued well over Rs 2000.

pathfinder

pathfinder
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

very good comparion.+rep. DIMO is stagnating too long due to over selling.it's time to move up.Hold on.

Aamiable


Vice President - Equity Analytics
Vice President - Equity Analytics

COLO... I missed the train.... Smile

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics

Aamiable wrote:COLO... I missed the train.... Smile

Still you have a chance to catch another Bus(TATA/BENZ or MITSUBISHI ROSA)I believe .

Monster

Monster
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

slstock wrote:
Rajaraam wrote:
I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLODIMOSMOTUMLASHO
Sales(Rs.Mn)1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn)296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn)19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn)219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn)143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/201215.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS)18.67 5.96 14.95 11.20 22.32
NAV(Rs)168.55 522.31 82.67 62.25 390.00
Highest Price530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs)1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares9,124,3188,876,4376,033,62267,267,0843,620,843
Major Shareholder's Stake52.09%12.57%59.66%29.36%41.77%
CFLB 52.09%EPF 12.57%ITOCHU 59.66%Readywear 29.36%Lanka Leyland41.77%
Senthilkval 1.97%Pandithage FamilyR.M.NanayakkaraYaseen family43.25%CTB 0.86%
Senthi/S.bank15.36%29.60%20.00%Perpetuel 12.48%
Algama family8.53%
Public Holding30.43%46.94%10.10%30.12%2.77%

Your comments are welcome.

Very good effort. + Rep.

It is clear that most undervalued is now DIMO and then UML. However COLO has some other assets including land and a porfolio which made it attractive at one point. Now that COLO ran, I think it is time to concentrate on DIMO and UML. My pick still is DIMO though I have been holding it for too long.
Just think with PE of 10 DIMO is still clearly valued well over Rs 2000.
I agree with slstock. COLO has assets and a portfolio apart from their core business. COLO was part of my portfolio. But I sold it recently and invested on DIMO and UML. I have plan to increase my stake in DIMO further. Presently COLO is overvalued to the currently market price. SMOT may move further up due to it's liquidity.

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics

Aamiable wrote:COLO... I missed the train.... Smile

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics

Good effort.. Keep it up Wink

Thanks to DIMO's script div, I have 4 shares of it now.. I'm thinking of keeping it for another 5yrs or so to make it a 100 Wink he hee.. Clearly an underdog in the motor sector and has a diverse product range to earn revenue as well..
Profits margins of Nano cant be that high but Nano deal might've added more revenue to their accounts due to the demand it has created..

COLO is not only a motor company, it has lands, investment portfolio so its a multi colored one now.. But its comes as a second investment to me in motor sector now..

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics

Yes Monster, DIMO's and UML's sales are increasing rapidly. In case of DIMO, they sell DIMO Batta to High value BENZ latest model. Very wide range of automobiles including cars,jeeps,cabs,trucks,buses and so on.In addition Construction,agricultural and material handling items and machinery sales too has largely contributed to the Q 1-revenue of current financial year with over Rs. 790 Mn sales. UML too have a wider range including mainly cars,jeeps,cabs,trucks, buses(not much)most recently Three wheelers and Motor cycles. Their Three wheeler (TVS) is the second market leader selling around 100,000 units per annum and contributing more than Rs 300 mn to UML's profit annualy. This is inccreasing rapidly and I guess current year Threee wheeler business will give them a remarkable return.



DIMO and UML wuold be very good fundamentaly strong counters I believe.

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics

Investors/Traders are still interested in COLO I believe. But DIMO and UML will be the future winners.

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics

Rajaraam wrote:Investors/Traders are still interested in COLO I believe. But DIMO and UML will be the future winners.

Fully agree with you. COLO is subject of a play, by traders, with quicker profits. DIMO is a solid mid- to long-term investment, a safe place to put your money if you're willing to hold.

Fresher


Moderator
Moderator

first TATA NANO has caught fire.
if not for the politico's taxi service, sales would drop.
but since now it's automatically positioned as a taxi, it wont make much difference I guess

Market Sucker

Market Sucker
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

cse_investor wrote:
Aamiable wrote:COLO... I missed the train.... Smile

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

wow,you are a real player Very Happy
you knew the crossing in early Very Happy ,i saw the same comments from you in the PCH case,you told that some takeover is yet to come at that time, Very Happy

thanks bro for your info Smile

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics

Market Sucker wrote:
cse_investor wrote:
Aamiable wrote:COLO... I missed the train.... Smile

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

wow,you are a real player Very Happy
you knew the crossing in early Very Happy ,i saw the same comments from you in the PCH case,you told that some takeover is yet to come at that time, Very Happy

thanks bro for your info Smile

Thanks machang. The PCH thing took longer than I thought because of the negative market sentiment at that time. I'm glad it happened after all, especially after some people were considering my posts as manipulative. I don't promote stocks, I just share what I know and hear.

As for COLO, yes, I knew the volume would happen today, that's why I posted it yesterday. It's just that I had expected it as a crossing rather than a transaction on the floor. More to come I've heard, so let's watch and monitor this closely. Good luck.

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics

Rajaraam wrote:
Aamiable wrote:COLO... I missed the train.... Smile

Still you have a chance to catch another Bus(TATA/BENZ or MITSUBISHI ROSA)I believe .



Mitsubushi(UML) already started. It will go further up. Future value of this share and DIMO would be very much higher than the present market price.

Aamiable


Vice President - Equity Analytics
Vice President - Equity Analytics

COLO is a good share... by the time this was seen...gone up..might be able enter at a good level. financials on this sector are fine..

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics

Can we expect colo price uptrend further? Or DIMO and UML would take the baton for the second and third lap.

Sponsored content



Back to top  Message [Page 1 of 1]

Permissions in this forum:
You cannot reply to topics in this forum