SHL- Had a terrible IPO, debt ridden in high interest rate environment. balance sheet weekend to shit in 2012. But with low interest rate environment with significant group restructuring, and attractive business model like health care, retail, financial services ( People can't stop spending on their health even in a recession ) their balance sheet will show a dramatic turnaround in coming years
LIOC- Governments intention to go for cost based price formula, LIOC balance sheet might show some magic.
CFVF- Already discussed the effect of declining interest rates
MiniHydropower esp HPFL- which trades below it's NAV- According to CEB, contribution of Hydro power has in creased up to 45%, with good rainfall when compared to drought in 2012- http://www.ceb.lk/
DIMO- With low interest environment the demand may improve, if balance of payment status improves in coming years I do not think Vehicle Taxes will remain high forever.