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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » CABO went up 120.00

CABO went up 120.00

Go down  Message [Page 1 of 1]

1CABO went up 120.00 Empty CABO went up 120.00 Thu May 23, 2013 12:32 pm

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics
CABO holding LLUB 2 million shares
COMB 1.5 million shares
DFCC 2 Million shares
NDB 0.15 million share
SPEN .73 million shares
RENU .45 million shares
SERV 1 million shares and etc.....
currently CABO more value.

2CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 12:36 pm

Gaja


Associate Director - Equity Analytics
Associate Director - Equity Analytics
CABO & RENU hold huge PF in the market, only concern is the management attitude regarding Minority shareholders

3CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 12:55 pm

Bond


Manager - Equity Analytics
Manager - Equity Analytics
@Gaja wrote:CABO & RENU hold huge PF in the market, only concern is the management attitude regarding Minority shareholders

Then why not DFCC?
What would SLIC be worth? Wink

4CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 12:59 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)


RENU is still at Rs 260-270.

Has

COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

5CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 1:21 pm

Bond


Manager - Equity Analytics
Manager - Equity Analytics
@slstock wrote:You say this after CABO has run 60%.

RENU is still at Rs 270.


COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

I did not say this is not worth. I know the Renuka Group including this one is value for money.

Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.

6CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 1:39 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
I was not referring to you Bond.

Only to Gainer when he quotes CABo portfolio after a 50- 60% run.


If I recall DFCC portfolio was valued at about Rs 40-50 per share ( when DFCC was Rs 110 or Rs 120). Now it has to be more with COMB also increasing.


Anyway since RENU has nearly 1 DFCC per 1 RENU this is value. DFCC ran 40% nearly and RENU only about 20%

There are several portoflio value mismatches by large margins in the market.

CIT/CFI
DIST has a good portfolio with core business ( but DIST is appreciating)
possibly LMF





@Bond wrote:
@slstock wrote:You say this after CABO has run 60%.

RENU is still at Rs 270.


COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

I did not say this is not worth. I know the Renuka Group including this one is value for money.

Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.

7CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 1:46 pm

Bond


Manager - Equity Analytics
Manager - Equity Analytics
@slstock wrote:I was not referring to you Bond.

Only to Gainer when he quotes CABo portfolio after a 50- 60% run.


If I recall DFCC portfolio was valued at about Rs 40-50 per share ( when DFCC was Rs 110 or Rs 120). Now it has to be more with COMB also increasing.


Anyway since RENU has nearly 1 DFCC per 1 RENU this is value. DFCC ran 40% nearly and RENU only about 20%

There are several portoflio value mismatches by large margins in the market.

CIT/CFI
DIST has a good portfolio with core business ( but DIST is appreciating)
possibly LMF





@Bond wrote:
@slstock wrote:You say this after CABO has run 60%.

RENU is still at Rs 270.


COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

I did not say this is not worth. I know the Renuka Group including this one is value for money.

Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.


LMF for sure. It is one of the controllers of the Harry J empire. Also it has a good business to back it. If Anchor milk powder imports are stopped ..... well Razz

8CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 1:49 pm

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics
COBO holding LLUB 2 million shares

Current value 610 million rupees - Cost 81 million rupees =

529 million profits / number of shares 10,200,036 = 51.86 profits per share.

this profits only from LLUB , Other shares if calculate imagine....... cheers



9CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 2:16 pm

Jana

Jana
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)


RENU is still at Rs 260-270.

Has

COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation


RENU NAV 320 without portfolio revaluation trading @ 270/=...

So RENU go up

CABO Hold RENU as well

Then CABO ...!!!

SO CABO may go up...

10CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 2:20 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Yes but note
roughly 20 CABO shares holds 1 RENU


@Jana wrote:
@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)


RENU is still at Rs 260-270.

Has

COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation


RENU NAV 320 without portfolio revaluation trading @ 270/=...

So RENU go up

CABO Hold RENU as well

Then CABO ...!!!

SO CABO may go up...

11CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 4:56 pm

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
gud research gainer ! we need more of u in this forum ! hope cabo follw the same trend of llub & dist !

12CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 10:13 pm

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics
@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!
The unrealized capital gain on this is more than Rs 50 per CABO share.

13CABO went up 120.00 Empty Re: CABO went up 120.00 Thu May 23, 2013 11:39 pm

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics
@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)

RENU is still at Rs 260-270.
Has
COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

RENU holding 1.4 million LLUB also huge profits up RENU it will go up 500+ and CABO 200+

14CABO went up 120.00 Empty Re: CABO went up 120.00 Fri May 24, 2013 12:20 pm

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Antonym wrote:
@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!
The unrealized capital gain on this is more than Rs 50 per CABO share.

@ Antonym - Have you done a latest portfolio valuation for Cabo ? any idea how much their building in fort is worth ? They also have another share in property in Braybooke place as investment property and also bought some land adjacent to their Fort Building. wonder how much all this is worth ? i remember this is your share to outperform in 2013. already run up 50 % !

15CABO went up 120.00 Empty Re: CABO went up 120.00 Fri May 24, 2013 12:56 pm

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics
@The Alchemist wrote:
@Antonym wrote:
@slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!
The unrealized capital gain on this is more than Rs 50 per CABO share.

@ Antonym - Have you done a latest portfolio valuation for Cabo ? any idea how much their building in fort is worth ? They also have another share in property in Braybooke place as investment property and also bought some land adjacent to their Fort Building. wonder how much all this is worth ? i remember this is your share to outperform in 2013. already run up 50 % !

@The Alchemist: I have not done a proper revaluation of CABO recently because the exact value doesn't matter, really. The financials next week and the Annual Report (in August) would possibly give us proper valuations of their assets.
In my view, the share is worth upwards of Rs 200; it was ridiculously cheap at Rs 80, and it is undervalued even now.
Disclaimer: Share prices are not determined by what I think they are worth. CABO might rise, CABO might fall. I don't know for certain. Very Happy

16CABO went up 120.00 Empty Re: CABO went up 120.00 Fri May 24, 2013 3:22 pm

Takecharge


Manager - Equity Analytics
Manager - Equity Analytics
I am considering whether to buy MORI-X or CABO on Monday, any suggestions. which would move up faster in the short-term.

17CABO went up 120.00 Empty Re: CABO went up 120.00 Fri May 24, 2013 9:51 pm

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics
CABO investment propertys more valuable current market price.

Property at No. 41
Janadhipathi Mawatha,
Colombo 1.

Property at No. 29
Braybrook Street,
Colombo 2.

Property at No. 35,
35, 1/1 & 37
Janadhipathi Mawatha,
Colombo 1

18CABO went up 120.00 Empty Re: CABO went up 120.00 Mon May 27, 2013 12:43 pm

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics
CABO current market value more than 240.00

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