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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » SHL is too risky

SHL is too risky

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21SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 11:25 am

Zero1


Equity Analytic
Equity Analytic
hmmm

22SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 12:02 pm

Slstock


Director - Equity Analytics
Director - Equity Analytics
@Arena wrote:
I would recommend SUN for any long term investor......It looks promising and well transparent and also very well diversified.........

How would you compare RICH vs SUN according to your opinion.

23SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 4:27 pm

Chinwi


Associate Director - Equity Analytics
Associate Director - Equity Analytics
@Arena wrote:@ Chinwi.....

Given old prices force us to go long term. Please tell us the year also but it will tell your age as well.....ha ha

I would recommend SUN for any long term investor......It looks promising and well transparent and also very well diversified.........

I think my comment should be corrected a bit.

SAMP was offered @ 8/- ( IPO ) in 1985. In 1986 it was @ 20/- and then came down to 10/- before climbing to 60/- within 1 or 2 years.

For JKH it should be after 1986 because that is the year they came in to the stock market.

I am not sure about COMB, I think in around 1976. It was listed in 1970.

---
About SUN:
I invested in SUN few years ago because it was looking good, fundamentally. Dropped later due to its performances and behavior in the market. Thank you for mentioning it again.


BTW, you look familiar to me.

24SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 6:39 pm

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Ha ha ,,,,,,,,We got your age from those figures.
SUN went up with the subdivision they did. And it came from 90 level to 30 ( Current ). It looks a good price at 30 ?........

@ Slsock

.just a simple analysis.......

RICH is very mature company than SUN. SUN has a higher risk that RICH when its come to long term survival. So foreign funds will defa go for RICH not sun.

And RICH has a great land portfolio located at several key areas. So it is Like MCDonald......
And also RICH is having over 1 b shares so doubling the EPS is not that much easy.
These two counters are for two different types of investors. But at these levels both are like Gems.......Sun will be a rich if they again sub divide it in next 5 years time.

@ Chinwi .
Yep..... you are correct and thanks for the figures.

But the best prediction i can never forget is BFL at Rs. 9 level............to 650............with in 2 years...Better not divert the topic.........SHL is too risky......

25SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 7:09 pm

Slstock


Director - Equity Analytics
Director - Equity Analytics
Very mature explanation. Yes both of these are attractive diversifieds presently. However looking at their trading patterns , people SEEMS to categorize these shares with more preference to their plantations holdings. SUN:WATA and RICH:KGAL/NAMU/MASK . So we need to keep an eye on that sector also.

RICH profit was once dominated by plantation earnings but now retail. SUN earning are still dominated by WATA.

One thing to note is both these companies manage some of the best and strongest plantations in the above companies. Even during wage issues there companies somehow survives from the front.

BTW talking about diversified, I don;t think many people expected SHL to come close to RICH prices and even now after drop from 28 to 10 and looking at earnings RICH is better valued than SHL. On NAV SHL is ahead of RICH.

SUN going back to previous high ( Rs 90) will take some serious news and serious earnings.

All in also value/dividend wise I will still go with RICH. If one is adventurous then SUN is away to go. If one is a Risk taker and believes in longer term turn around SHL is an option.

BTW, thanks to SHL and EXPO people will not look at IPO the same way I guess.






@Arena wrote:

@ Slsock

.just a simple analysis.......

RICH is very mature company than SUN. SUN has a higher risk that RICH when its come to long term survival. So foreign funds will defa go for RICH not sun.

And RICH has a great land portfolio located at several key areas. So it is Like MCDonald......
And also RICH is having over 1 b shares so doubling the EPS is not that much easy.
These two counters are for two different types of investors. But at these levels both are like Gems.......Sun will be a rich if they again sub divide it in next 5 years time.


26SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 7:11 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
BTW RICH gives dividends during this season. 2 years in a row they did it.

They are late this time.

27SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 7:45 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
Arena, suppose if you can do a financial analysis on SHL for us?

On the other hand, i figured out, buying SHL ard 8-10 is not a bad choice to keep it lying inside the portfolio for 1-2 years. Technically, I dont feel for it to come down to 8 level considering the clear double bottom chart pattern. However, this may depend on the market movement as well. Therefore; its better we see whether its prudent enuf to load few 1000s with SHL and keep. If it doesn't do good in 1 years time, we can decide but at least it may appreciate 20% by then.

As Chinwi mentioned, its risky.. But the price level is good imo.

28SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 9:42 pm

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Healthcare is another sector for SUN. We should agree even SUN has entered to several sectors they have more small stars and the cash cows are Plantation,FMCG and Healthcare. Other sectors are very very small and can be neglected at this point.

Key thing is their Management team..............Rich,Sun, and REXP are good value shares for me.............

CSD is another very good counter with no debt. They can declare a good dividend with these cash flows or can go for a huge new project with Seylan assistance.

I am not in a situation to do a financial analysis at the movement but I did some deep analysis for PARQ and not satisfied with last quarter. But Their Alu brand is doing well. ( Swisstwch Aluminium ). Lets give them another chance but ALUMEX of DP will not allow PARQ to capture the mkt.

SHL EXPO also not bad ? Dist also good but for me there is a HR risk. No second in commander to take over..........



Last edited by Arena on Wed Dec 26, 2012 11:55 pm; edited 1 time in total

29SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 10:25 pm

Whitebull


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Arena (just looking at ur signature):- You were Amal Mudunkotuwa, wern't you ? Wink

30SHL is too risky - Page 2 Empty Re: SHL is too risky Wed Dec 26, 2012 11:51 pm

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Well recognized.
That is the ID name.........

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