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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » How would you allocate 5 million?

How would you allocate 5 million?

Go down  Message [Page 1 of 1]

1How would you allocate 5 million? Empty How would you allocate 5 million? Sun May 05, 2013 6:01 pm

Bond


Manager - Equity Analytics
Manager - Equity Analytics
How would you allocate 5 million lanka rupees?

Stock code and quantity

2How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 6:16 pm

Jana1


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Too easy and disclose ur buying patteren too

BRWN-1.5mn (price<<120)
RHL- 1.5 mn (price<<35)
ALLI- 0.8 mn (price<<850)
Abans -0.8 mn(<<95)
CITW or Staff -0.4 mn (<<5.5 or << 32)

3How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 6:23 pm

sahan8896


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Jana1 wrote:Too easy and disclose ur buying patteren too

BRWN-1.5mn (price<<120)
RHL- 1.5 mn (price<<35)
ALLI- 0.8 mn (price<<850)
Abans -0.8 mn(<<95)
CITW or Staff -0.4 mn (<<5.5 or << 32)
With you on BRWN,ABAN.BTW you want be able to buy BRWN below 120.

4How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 6:28 pm

Redbulls

Redbulls
Director - Equity Analytics
Director - Equity Analytics
@sahan8896 wrote:
@Jana1 wrote:Too easy and disclose ur buying patteren too

BRWN-1.5mn (price<<120)
RHL- 1.5 mn (price<<35)
ALLI- 0.8 mn (price<<850)
Abans -0.8 mn(<<95)
CITW or Staff -0.4 mn (<<5.5 or << 32)
With you on BRWN,ABAN.BTW you want be able to buy BRWN below 120.

Buying at these price irrelevent, if you can find the quantity you need.
Just cross check last couple of months quantity traded on these.

5How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 6:36 pm

Jana1


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@sahan8896 wrote:
@Jana1 wrote:Too easy and disclose ur buying patteren too

BRWN-1.5mn (price<<120)
RHL- 1.5 mn (price<<35)
ALLI- 0.8 mn (price<<850)
Abans -0.8 mn(<<95)
CITW or Staff -0.4 mn (<<5.5 or << 32)
With you on BRWN,ABAN.BTW you want be able to buy BRWN below 120.

Why not Brwn?? Go and chk their history during bull run. its asset value about 195, now trading at very discounted price.. Director somasundaram is not a fool guy to buy BRWNs at Rs 320 during last rally. Recetly also he bought large qty.. They r about to get rid of their investment on listed bank which could generate nearly 35-40 rupees per share. It trades at 122 level.

Abans u can buy at 93 as 1 seller put 11000 shares last week.

Alli- gradually need to collect, it fluctates in this region.

RHL- it may come about 35 as it trades 36 now days..

CITW- risky at this price as its price appreuicated becz of CLND . So have to wait to cum back as it hit 5.1 by last April.

6How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 7:44 pm

niru


Manager - Equity Analytics
Manager - Equity Analytics
Browns is now at loss. 9 months EPS was negative (-) 7.45 as per dec 2012 report.

ABANS- 9 months EPS 24.79. but trading @90 levels. I don't understand why it is not moving, may be main share holders in selling mode
as per dealings by directors.



Last edited by niru on Sun May 05, 2013 8:20 pm; edited 2 times in total

7How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 7:49 pm

malanp


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Put 5m in SAMP or/and CFIN

8How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 10:56 pm

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Bond, why dont u allocate 2.5 M to CFVF. They are doing your pet business.

9How would you allocate 5 million? Empty Re: How would you allocate 5 million? Sun May 05, 2013 11:38 pm

dineshfernando


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I will fully diversify Rs.5 million in to following assets.
1) 1 million 3 months FD
2) 1 million 6 months FD
3) Invest 1 million in gold
4) 2 million in shares - out of which 1 million will be on sound fundamentals, 500,000/= will be medium sized companies and balance 500,000 will be for trading.
Reason for 3 months FD is to monitor the market and if a real bull market starts then I will transfer 1 million or less from 3 month FD to shares.

I will not invest all the money straight into equity. It's very high risk and any thing can happen in our marker. 5 million can become 1 million within weeks or months in our market. Therefore, play safely.

This is only my point of view and not an advice.

10How would you allocate 5 million? Empty Re: How would you allocate 5 million? Mon May 06, 2013 9:32 am

Oracle797

Oracle797
Equity Analytic
Equity Analytic
@dineshfernando wrote:I will fully diversify Rs.5 million in to following assets.
1) 1 million 3 months FD
2) 1 million 6 months FD
3) Invest 1 million in gold
4) 2 million in shares - out of which 1 million will be on sound fundamentals, 500,000/= will be medium sized companies and balance 500,000 will be for trading.
Reason for 3 months FD is to monitor the market and if a real bull market starts then I will transfer 1 million or less from 3 month FD to shares.

I will not invest all the money straight into equity. It's very high risk and any thing can happen in our marker. 5 million can become 1 million within weeks or months in our market. Therefore, play safely.

This is only my point of view and not an advice.



Agree with you..but its all depend on your risk appetite..

My opinion is to not to look at any junk stocks.Just focus on some long term investment.You can diversify your portfolio based on sectors in CSE

Financial - COMB and HNB, CFIN,PLC ( I m not that happy with SAMP)
Diversified - HHL ( yes for sure ) ,SPEN ( may be small exposure) ,
Manufacturing - LLUB, TKYO X ,ACL
Plantations - NAMU
Hotel - SERV, AHPL

If you are going with multiples , just check forecasted EPS and Sector PE..So you can do you own analysis..

11How would you allocate 5 million? Empty Re: How would you allocate 5 million? Mon May 06, 2013 3:14 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
In a hypothetical situation, I'd invest as follows;

16% MBSL 1YR FD - 1.0 million
Bonds - 0.8 million
REEF.W19 - 0.7 million
CITW, CITK - 0.5 million
CFVF, MASK, PLC, hydro - 1.5 million
Savings - 0.5 Million (to buy GOLD when prices come down)



Last edited by smallville on Wed May 08, 2013 10:17 am; edited 1 time in total

12How would you allocate 5 million? Empty Re: How would you allocate 5 million? Wed May 08, 2013 8:51 am

traderathome

traderathome
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
I will arrange it as follows

10% Islamic Financing -LOLC (equivalent to FDs ) these are savings approx generate 10% net profit annually as per history, although they do not guarantee.
20% Gold (Physical)
70% in distributed on following equities:
Dial/Kota/Jins/Plc/Samp/Bfl/Uml

Speculatives:Cifl/Csf (5%)

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