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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » What will Dr S do?

What will Dr S do?

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1What will Dr S do?  Empty What will Dr S do? Mon May 06, 2013 5:18 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
See below
http://www.cse.lk/cmt/upload_cse_announcements/1471367839524_.pdf

Dr S sold 1.6 mill CERA at Rs 120.

Here is a fun excersise what he can do with the money. Ofcourse this is speculative and no way certain.


What companies can Dr S reinvest? Identify the companies he has invested in and discuss regarding those companies?


Let me give 1 speculation :

SEMB:
This share is the lowest priced at CSE
Shows signs of earning recovery
From last run of asi 4700-5000 SEMB was one of the penny stock that did not have a considerable run.
Dr S bought SEMB ( after conversion of Warrants) between Rs 2-3.

Will he start buying SEMB to average now ? It is at Rs 1-1.10
( btw I hold some SEMB)


For others to comment further I will leave some of the companies he is a top 20 holder.



2What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 5:31 pm

balapas


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
This is the correct link to dealing by director http://www.cse.lk/cmt/uploadAnnounceFiles/781367839617_676.pdf cse upload was wrong for CT Holdings also for some minutes

3What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 5:40 pm

BRUCE LEE

BRUCE LEE
Stock Trader
i advice him to average his HPFL.N silent

HPFL.N bought buy him above 20.00 now trading @ 6.50 which is very attractive now

or TFC another alternative to average.

Hope one of the above will happen soon.

Good to follow him than following DP .. Laughing



Last edited by BRUCE LEE on Mon May 06, 2013 5:46 pm; edited 1 time in total

4What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 5:41 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Balapas
Both links have the same information. Your one is direct thanks.


More on SEMB

If Dr S pumps even Rs 50-75 Million into SEMB this can easily rise by 20-30%.

He still has room to buy without a mandatory offer ( incase he is not interested in take over)



@balapas wrote:This is the correct link to dealing by director http://www.cse.lk/cmt/uploadAnnounceFiles/781367839617_676.pdf cse upload was wrong for CT Holdings also for some minutes

5What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 5:43 pm

Bond


Manager - Equity Analytics
Manager - Equity Analytics
SEMB is a tough stock to choose. The former sister firm CDB looks much better.

Hong Leong Bank Singapore holds 61M shares - so there is plenty to feed a rally.

What I don't understand is why the profit is so low when there is so much equity? 977M of 1300M balance sheet is equity

6What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 5:47 pm

balapas


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I too had SEMB bought at .80 but sold at .90 but had to wait in a big queue to sell it. Company is making profits so a good share. In Sep/Oct 2012 it went to 1.40 after interest rate cut so that news might drive this share % wise more than other shares.

7What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 5:49 pm

bullrun

bullrun
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
He holds 8.18% of ATL. Number of shares is 81,802,430. One of the option available is to increase the qty while averaging the cost

8What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 5:57 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Compared to Revenue did you look at their % net margins? It is nearly 30% !

Equity is high due to right issues and warrant conversions.

There borrowing are only Rs 150 mil. Doesn't it seem low?


There balance sheet looks healthy. Asset to Liability ration is high .Think they have lot of room to grow with smart management.

Also the shares holder who did rights and warrant needs a return.









@Bond wrote:SEMB is a tough stock to choose. The former sister firm CDB looks much better.

Hong Leong Bank Singapore holds 61M shares - so there is plenty to feed a rally.

What I don't understand is why the profit is so low when there is so much equity? 977M of 1300M balance sheet is equity

9What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 6:11 pm

Bond


Manager - Equity Analytics
Manager - Equity Analytics
Ok we'll see. Too bad for SEMB shareholders they wrote off the value of Ceylinco Savings Bank (MBSL Savings Bank) Razz

Now Navara Capital & Co are behind that.

Also keep an eye out for director fees - it's usually the dividend for the big players.

10What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 6:12 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
@Bond wrote: The former sister firm CDB looks much better.


Yes he bought at rs 70 to Rs 80.

Also dividend annoucement is also on the way for CDB ;-)

11What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 6:24 pm

Jiggysaurus

Jiggysaurus
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
The Dr will probably look to reduce his margin before attempting to throw good money after bad chasing shares like TFC.

12What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 8:51 pm

NZ BOY

NZ BOY
Moderator
Moderator
what about OGL now trading @9.50 he bought @28 knw and SEMB DR S tama danne

13What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 9:00 pm

Light of Hope


Vice President - Equity Analytics
Vice President - Equity Analytics
I'm glad he didn't commit suicide . Well it's nothing much for him and surely he doesn't look at the portfolio on daily basis, like I do.

He also bought LITE at much higher to current trading price.

14What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 10:12 pm

Jake Sully

Jake Sully
Manager - Equity Analytics
Manager - Equity Analytics
What if Dr. S is reading this forum....? He must be thinking that these guys are giving me consultancy free of charge? Very Happy

15What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 10:23 pm

Redbulls

Redbulls
Director - Equity Analytics
Director - Equity Analytics
Most of us are mistaking about his experience at CSE. He is in the game for more than 40-50 years.
Some of us are talking about he bought that and this for high price, but no one knows he sold at higher price and bought back.(may be high price)
@ Jake Sally
May be he laugh and feel sorry for some of our guys' intelligence.(?)

16What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 10:26 pm

kalum


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Im totally agree with SLSTOCK.
I'm holding considerable amount of SEMB.N and X. how ever my strategy is long term. by the way within that if rally start ill do some trades.

I see it is a simple task to move SEMB by Dr. And it also may be highest ROI if he start collect this share.

As far as i see most traders involve with SEMB is looking for .10 profit. And surprisingly some are ready to dump it lower than buying price. In this field, Dr.s can do many things with his worth. Cool

Lets see.. im all ears. Idea

17What will Dr S do?  Empty Dr. S Mon May 06, 2013 10:38 pm

Jake Sully

Jake Sully
Manager - Equity Analytics
Manager - Equity Analytics
@Redbulls wrote:
@ Jake Sally
May be he laugh and feel sorry for some of our guys' intelligence.(?)

Guys, i am not making fun of the comments given above about what Dr.S should be investing.
I did not mean that way. Sorry for the wrong impression my comments gave.

18What will Dr S do?  Empty Re: What will Dr S do? Mon May 06, 2013 10:53 pm

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics
DR.S sleeping partner in many companys.

19What will Dr S do?  Empty Re: What will Dr S do? Tue May 07, 2013 9:15 am

Jana1


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Jake Sully wrote:
@Redbulls wrote:
@ Jake Sally
May be he laugh and feel sorry for some of our guys' intelligence.(?)

Guys, i am not making fun of the comments given above about what Dr.S should be investing.
I did not mean that way. Sorry for the wrong impression my comments gave.

Y this much of rude??? His post is understandable......Smile

20What will Dr S do?  Empty Re: What will Dr S do? Tue May 07, 2013 12:25 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
WOW.. Dr S. got plenty of options Wink

How about buying some LITE Dr. S?

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