Search found 3 matches for BFL

CEYLON GRAIN ELEVATORS PLC (GRAN.N0000) - Fri Jul 22, 2016 10:04 am

ONTHEMONEY

Hi Guys,

Market has reacted for flat earnings #BFL earnings due to cost of strategic investments + tax. However interesting fact to note is that Top Line in remaining at the same level and sustain at healthy levels.

In comparison to #BFL, #TAFL and #GRAN does not have this cost of strategic Investments. Hence there is high chance for those 2 counters to record much higher earnings q2 2016.

Out of that #GRAN has more chances appreciate 20% in the short run from current levels since it has not moved in relations to other 2 main poultry counters.

Good Luck

Search in: CORPORATE CHRONICLE™ Topic: CEYLON GRAIN ELEVATORS PLC (GRAN.N0000) Replies: 990 Views: 19010

POULTY INDUSTRY DEVELOPMENT & IMPACT ON #CIC - Thu Oct 22, 2015 9:52 pm

ONTHEMONEY

Teller wrote:But a new census says 8-11% sri lankans are going away from meat consumption. This will be a real threat for the industry in coming years. I personally know there are lot of people who became totally vegetarian at the moment. I can see a real industry risk at the moment in medium to long term.

Hi Teller,

Were u able to collect the information that is required for further analysis on your comments made?

1. Can u quote your reference on latest census which says 8%-11% going away from meat
consumption?
2. What are the reasons for them to move away?
3. Does your source provide a trend analysis for the past 5 years?

Anyway #CIC.N and CIC.X seems to be on accumulation stage and the order book clearly indicates the future direction of the company. Further in assessing the nature of buying pattern, it confirms as well. Apart from that all other poultry counters are on the consolidation phase and dragged down with heavy selling pressure. It is due to many investors are booking profits after reports. Almost all counters appreciated over 100% within the period and many have positions at very low prices in #BFL, #GRAN, # TAFL.

It is wise to invest in value counters whom would become winners in the coming months in CSE than burning fingers with highly speculative counters which drives in current sentiments. We all must back our investments with proper valuations. May be the return would take time compared to speculative stocks. However in worse times such valuations would always stand still and support your decision. Further it always carries away the fear of loss of money in investing CSE in worse case. I have seen many members in SLEF commenting on such a basis when hard times arrive.

Happy Investments.

Search in: CORPORATE CHRONICLE™ Topic: POULTY INDUSTRY DEVELOPMENT & IMPACT ON #CIC Replies: 20 Views: 2530

POULTY INDUSTRY DEVELOPMENT & IMPACT ON #CIC - Tue Oct 20, 2015 8:12 pm

ONTHEMONEY

Teller wrote:But a new census says 8-11% sri lankans are going away from meat consumption. This will be a real threat for the industry in coming years. I personally know there are lot of people who became totally vegetarian at the moment. I can see a real industry risk at the moment in medium to long term.

Hi Teller,

Thanks for your comment on possible adverse impacts on the industry. Can u quote your reference on latest census which says 8%-11% going away from meat consumption? what are the reasons for them to move away? Does your source provide a trend analysis for the past 5 years?

I think more analysis needed in this case for us to consider this as a possible threat in to the industry! More valuable comments are all welcome and it would be effective subject to those information.

We have to analyse the future of the industry and its important. The size and dynamics of the feed industries in different countries reflects the significant level of growth in demand by consumers for poultry products.. Regional differences indicate the continuation of a strong demand for poultry feed in Asia, while the manufacturing output from European countries remains fairly static, reflecting industry consolidation. Various “drivers of change” will exert increasing influence in the future on the practical feeding of poultry, whether kept for broiler meat or egg production. For example, feed costs as a proportion of the variable costs for producers of poultry products will remain high, in particular, the protein sources included in diet formulations.

Anyhow in the mean time BFL has recorded an impressive bottom line as we all anticipated. I think I must revise the target to Rs 400+ value in time medium term. I believe recommendation also should be changed as strongest recommendations specially for #BFL and #CIC since minimum return could exceed 35%. However it is subject to volatility of individual counter performance and how it has appreciated during the last 6 months.

Happy Investments

Search in: CORPORATE CHRONICLE™ Topic: POULTY INDUSTRY DEVELOPMENT & IMPACT ON #CIC Replies: 20 Views: 2530