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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Tea is it the next Hidden Gem?

Tea is it the next Hidden Gem?

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41Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 2:58 pm

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
If any one wants index fund, there is a similar thing already in the market, that is RICH , which owns KGAL,NAMU,MASK three leading plantation companies.and also FLCH.

42Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 9:32 pm

Monster


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
As of latest financial result of DIPD, industry segment result for plantation sector is Rs 700 million (nine months), which is 100% growth compare to last year.

DPL Plantations (Pvt) Ltd is fully owned Subsidiary of Dipped Products PLC. DPL Plantations is controlling share holder of KVAL (around 71%). Therefor, what kind of quarter result we can expect from KVAL?

@The Alchemist wrote:
@Nigel.Machado wrote:
@slstock wrote:Not only TPL watch another special plantation company that group ;-)


@Nigel.Machado wrote:Talawakele Plantation may release results with Dividends Exclamation

Which one?

What we need is a Plantation Index Fund !

43Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Tue Feb 12, 2013 10:12 pm

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
By the way, we miss the plantation legend Rajitha in this thread Razz

44Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Thu Feb 21, 2013 5:06 pm

Slstock


Director - Equity Analytics
Director - Equity Analytics
Does anyone still have any confusion?


@slstock wrote:
There is also a temple in this basin.


@The Alchemist wrote:
@slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.



What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?

45Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Thu Feb 21, 2013 5:25 pm

Antonym


Vice President - Equity Analytics
Vice President - Equity Analytics
@The Alchemist: Besides your insightful comments, I like your cryptic crossword clues. Keep them coming...

46Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Thu Feb 21, 2013 5:59 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@slstock wrote:Does anyone still have any confusion?


@slstock wrote:
There is also a temple in this basin.


@The Alchemist wrote:
@slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.



What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?


@slstock - what would be your other 3 in a 5 stock Plantation Index Fund ?

47Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 5:41 pm

Nigel.Machado


Manager - Equity Analytics
Manager - Equity Analytics
one of BOPL's directors purchased shares of BOPL today.

Twisted Evil

48Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:01 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
hmm, looking at performance and history

WATA, NAMU and KOTA( though I am not fan of their right issue fancies and cross party transactions/loans)




@The Alchemist wrote:
@slstock wrote:Does anyone still have any confusion?


@slstock wrote:
There is also a temple in this basin.


@The Alchemist wrote:
@slstock wrote:I will leave the research to which company as educational exercise. It is easytofind. Same group asTPL.

This company + KGAL will certainly top 5 picks (as they are well managed plantations) if an index fund was formed.



What we need is a Plantation Index Fund !

Cryptic Crossword Clue - Is that sand we hear, near the railway line ?


@slstock - what would be your other 3 in a 5 stock Plantation Index Fund ?

49Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:16 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

50Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:29 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
My opinion would be

If one is sure/expecting a plantation run, then for highest % gains direct shares has to be the way.

But to buffer drastic shocks and to be conservative we can go for holding companies.

I saw lot of talk about MPRH which is solid right now . But if we look at price history and if there is a massive plantation run ( still wishful) , the chances of BOPL doubling its value will be quicker than MPRH . Same with KGAL and RICH .




@The Alchemist wrote:@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

51Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:30 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
BTW would you top 5 differ?


@The Alchemist wrote:@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

52Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 6:57 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@slstock wrote:BTW would you top 5 differ?


@The Alchemist wrote:@slstock - Good 5 !
was just wondering, what with all the good earnings from the plantation sector and all, what would be the best way to play this sector -
1. Pureplay - directly pick plantation stocks
2. Buy into the Holding Companies - RICH, CFLB, DIPD, MRPH etc. These companies are attractively valued too and may get you some diversification benefits.

Honestly, I am just starting to study this sector and very much a student still. trying to get as much info from my friends in the tea business and doing some research such as reading annual reports etc !
I was thinking pretty much the same as your 5 but with a combination approach - RICH, DIPD, KOTA, WATA, and a speculative from the sector - FLCH, MADU or MAL - yet undecided.
Metropolitan also looks good. CFLB is also undervalued as now their main loss making Agrapathana under LDEV is returning to profitablity.

53Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 7:40 pm

traderathome

traderathome
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
why HOPL is not in the List Mad

For Me WATA and HOPL

54Tea is it the next Hidden Gem? - Page 3 Empty Re: Tea is it the next Hidden Gem? Fri Feb 22, 2013 8:12 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
TAH, you are looking at shares with discount values im present marke to trade at CSE right.

We are talking about solid plantation companies with a long history and decent managment to form a index fund.


Its like if one wants to form SL20 , I might want to include ALLI but we will pick share like JKH and DIST for many other reasons.




@traderathome wrote:why HOPL is not in the List Mad

For Me WATA and HOPL

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