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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Softlogic Holdings (SHL)

Softlogic Holdings (SHL)

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1Softlogic Holdings (SHL) Empty Softlogic Holdings (SHL) Wed Apr 17, 2013 1:42 pm

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics
Softlogic Holdings (SHL)
I would like to restart the discussion about it. We talk lot about small companies like HVA. SHL has been edging up slowly, moreover , they are restructuring the group.
Shouldn't forget , SHL is now very well diversified conglomerate


Warning: I am long (small quantity) ,plan to take major exposure of my portfolio. 5-10%

Reason
  • Its trading close to NAV - assets are land & building, stocks & financials assets
    I
    • t had done lots of restructuring , reducing burden of debt and aligning its interest

    • Easing interest rates should support

    • Hospital business is going well

    • Financial services have had a bad patch, should be better in the future if not shouldn't be bad

    • Electronic & MV business - position neatral

    Only worry about hotels


http://forum.srilankaequity.com/t27221-softlogic-holdings-lkr-1000

2Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Wed Apr 17, 2013 1:55 pm

kalum


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I hold very few shares around 2k with a loss.
The loss made with early intervention but i kept collect 100 by 100 when it falls to 10.00.
still, i am collecting 100's and my target is to collect least 5k in 10-11 range.
I agree the most of the things you mentioned. i would like to gain 50% by next year by this share.
Personally i think SHL will be a good share in long run. (may be in 3-5 years.)

3Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Wed Apr 17, 2013 3:27 pm

Aubrey Perera


Vice President - Equity Analytics
Vice President - Equity Analytics
Certain investments made thought will be negative impact on group? Mango and Mother care etc. not doing too good.

4Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Wed Apr 17, 2013 4:28 pm

sisira.wijeweera


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Will see tomorow Very Happy

5Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Wed Apr 17, 2013 5:00 pm

Leon


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@sisira.wijeweera wrote:Will see tomorow Very Happy

If you don't get upset, I suggest you to see SHL in 2-3 years time. This is my debut share and I got burnt my fingers. But now I have made up my mind to take care of this as long term.And I collect once the share hits low levels.
At the moment SHL is diversified to become the next JKH Very Happy Very Happy Very Happy .
It will take time, Mr. Ashok is a shrewd man and we are better to be patient.

6Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Wed Apr 17, 2013 5:56 pm

salt

salt
Vice President - Equity Analytics
Vice President - Equity Analytics
@Leon wrote:
@sisira.wijeweera wrote:Will see tomorow Very Happy

It will take time, Mr. Ashok is a shrewd man and we are better to be patient.

be patient, but don't be a patient of SHL subs Smile
Yes, this should come out strongly the way it is going.

7Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Thu Apr 18, 2013 1:06 am

kalum


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Leon wrote:
@sisira.wijeweera wrote:Will see tomorow Very Happy

If you don't get upset, I suggest you to see SHL in 2-3 years time. This is my debut share and I got burnt my fingers. But now I have made up my mind to take care of this as long term.And I collect once the share hits low levels.
At the moment SHL is diversified to become the next JKH Very Happy Very Happy Very Happy .
It will take time, Mr. Ashok is a shrewd man and we are better to be patient.


yeah, that is the long run expectation but i feel how far it is fair to compare with JKH Very Happy
btw, I dont think we'll see real turn out in 2-3 years. i would say the real value will take least 5 years. Cool so i have many more time to collect it 100 by 100 cheers

8Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Thu Apr 18, 2013 7:56 am

sisira.wijeweera


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Today i am feeling if market up SHL will up 11-12-13 Next week sunny

9Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Thu Apr 18, 2013 1:04 pm

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
as u guys said gud for collection in the long run ! short term no hope !investments of the company on a long term looks gud

10Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Thu Apr 18, 2013 5:19 pm

sisira.wijeweera


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
January 2013 SHL up 13 may be this time will be up today also moving 10.6-11

11Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Thu Apr 18, 2013 5:33 pm

NEM

NEM
Senior Equity Analytic
Senior Equity Analytic
SHL is a good long term investment, if you wish to get quick returns its better to buy another share. As a long term investment this would be great

12Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Wed Apr 24, 2013 1:28 pm

Gaja


Associate Director - Equity Analytics
Associate Director - Equity Analytics
Buyers at 11 now

13Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Wed Apr 24, 2013 11:01 pm

sisira.wijeweera


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Friday SHL up 10.9-13

14Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Sat May 11, 2013 11:22 am

sisira.wijeweera


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@sisira.wijeweera wrote:Today i am feeling if market up SHL will up 11-12-13 Next week sunny

Crying or Very sad That day i hold 50000 shares but now i don't have but shl wil be up now i have greg i am felling next week up but not sure if u buy low price low risk alien

15Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Sat May 11, 2013 5:12 pm

Backstage

Backstage
Moderator
Moderator
From a street eye point of view, their retail expansion has been very aggressive. In the last two years they have opened a whole lot of retail outlets i Colombo and the suburbs. The Colombo rentals seems to be on pricey
rentals, I don't know about the provinces. As Abans has been struggling with their after sales service (an Abans directors wife told me that they now buy E goods from Singer as the Abans after sales wouldn't even response to their needs Very Happy ) I inquired from an entrepreneur in the industry as to how SL is coping and his opinion was that they are heading for a big mess.

This is only in relation to their E sales situ and its a layman's point of view.

16Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Sat May 11, 2013 5:18 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
What did you mean by E? ( Online or Electronic or?)

@Backstage wrote:From a street eye point of view, their retail expansion has been very aggressive. In the last two years they have opened a whole lot of retail outlets i Colombo and the suburbs. The Colombo rentals seems to be on pricey
rentals, I don't know about the provinces. As Abans has been struggling with their after sales service (an Abans directors wife told me that they now buy E goods from Singer as the Abans after sales wouldn't even response to their needs Very Happy ) I inquired from an entrepreneur in the industry as to how SL is coping and his opinion was that they are heading for a big mess.

This is only in relation to their E sales situ and its a layman's point of view.

17Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Sat May 11, 2013 5:21 pm

Backstage

Backstage
Moderator
Moderator
@slstock wrote:What did you mean by E? ( Online or Electronic or?)

@Backstage wrote:From a street eye point of view, their retail expansion has been very aggressive. In the last two years they have opened a whole lot of retail outlets i Colombo and the suburbs. The Colombo rentals seems to be on pricey
rentals, I don't know about the provinces. As Abans has been struggling with their after sales service (an Abans directors wife told me that they now buy E goods from Singer as the Abans after sales wouldn't even response to their needs Very Happy ) I inquired from an entrepreneur in the industry as to how SL is coping and his opinion was that they are heading for a big mess.

This is only in relation to their E sales situ and its a layman's point of view.

Electronic, mainly relevant to white goods.

18Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Sat May 11, 2013 5:33 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics
good study from salt and now @12 .I personally believe that it will go further up slowly

19Softlogic Holdings (SHL) Empty Re: Softlogic Holdings (SHL) Sat May 11, 2013 6:05 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics



I think the recent large purchases were by Mr AP himself. He need to average what he bought over Rs 20+ too. Atleast he was with his company along the way.

With years to come with good managing, SHL can grow into a good conglomerate.

Some facts from the past :

Leaving aside the SHL earning issue now, we must not forget this is a heavy weight share that was overvalued and oversubscribed at RS 29. If it was good for promotion by JKSB as below

"John Keells Stock Brokers (JKSB) is recommending the Softlogic Holdings Ltd.’s Rs. 4 billion IPO as ‘subscribe.’ “At an issue price of Rs. 29, the counter trades at a P/Ex of 12.9x FY12E and 8.6x FY13E earnings which is a discount to peers despite offering superior near term earnings growth rates and exhibiting higher returns on equity. We recommend SUBSCRIBE,” JKSB said in a Research publication. "


then for long term , buying around Rs 10-11 is not bad if you trust the management.

SHL and EXPO showed us what lower PP and then selling to public at high does ( bad move) . SHL PP was at Rs 7.2 and sold to public at Rs 29! Lot of us mentioned this issue at that time.

But now the SHL is at a different level.

For further reading the amazing earning predictions byJKSB is below
http://www.ft.lk/wp-content/uploads/file/DFT-24.jpg

Sponsored content


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