FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com


Join the forum, it's quick and easy

FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com
FINANCIAL CHRONICLE™
Would you like to react to this message? Create an account in a few clicks or log in to continue.

Encyclopedia of Latest news, reviews, discussions and analysis of stock market and investment opportunities in Sri Lanka


Submit PostSubmit Post
ශ්‍රී ලංකා මූල්‍ය වංශකථාව - සිංහල
Submit Post



Latest topics

» GLAS will be winner with Super Gain.
by sandamal Today at 6:11 am

» What will happen tomorrow?
by madukp Yesterday at 10:07 pm

» The market is not out to “get” you but is just flowing along, and your position just happens to be carried along with it.
by Asoka Samarakone Yesterday at 9:57 pm

» Daily Foreign Transactions
by Pradeep90 Yesterday at 8:01 pm

» DIPD/HAYC/HAYL
by stocknoob Yesterday at 6:55 pm

» Growing Fear
by Mr. X Yesterday at 4:55 pm

» ???? අප්‍රේල් 16 ???? මේ දින 3 කෙටි සතියත් කොළපාටින් අවසන් වුනා
by Wickyz Yesterday at 12:54 pm

» විජේදාසගේ... voice cut ප්‍රතිඵල
by Mr. X Yesterday at 12:40 pm

» LDEV LDEV LDEV
by Eranga87 Yesterday at 10:27 am

» No trader can flee from making a mistake. It’s just that you need to be careful about not repeating your mistakes.
by Mithooshan Yesterday at 7:42 am

» SWISSTEK (CEYLON) PLC (PARQ.N0000)
by Chithi Mon Apr 19, 2021 7:45 pm

» ROYAL CERAMICS PLC (RCL.N0000)
by Jana Mon Apr 19, 2021 6:14 pm

» US dollar trading lower, euro near new high
by target1 Mon Apr 19, 2021 1:38 pm

» LANKA ALUMINIUM INDUSTRIES PLC (LALU.N0000)
by Equity Win Mon Apr 19, 2021 1:23 pm

» LANKEM DEVELOPMENTS PLC (LDEV.N0000)
by Thushara Ayya Mon Apr 19, 2021 11:59 am

» RAIGAM WAYAMBA SALTERNS PLC (RWSL.N0000)
by Eranga87 Sun Apr 18, 2021 4:12 pm

» CIC HOLDINGS PLC (CIC.N0000)
by abey Sat Apr 17, 2021 9:07 pm

» First capital holdings CFVF.N0000
by invest thinker Sat Apr 17, 2021 4:46 pm

» Lanka Walltile PLC Investment Case
by judecroos Sat Apr 17, 2021 8:55 am

» Which is the best at current market condition ? ( At least 30% within 30 Days)
by judecroos Sat Apr 17, 2021 8:39 am

EXPERT CHRONICLE™

ECONOMIC CHRONICLE

GROSS DOMESTIC PRODUCT (GDP)


CHRONICLE™ YouTube

CHRONICLE™ NEWS PRODUCTS

FINANCIAL CHRONICLE™

Views & Reviews, Analysis, Evaluations, Discussions, Gossip and Hot Tips relating to Sri Lankan companies listed on the Colombo Stock Exchange (CSE)
Contribute




DAILY CHRONICLE™

Latest news and articles published in Newspapers, Websites, Blogs and other online news sites relating to business and investments in Sri Lanka
Contribute



ECONOMIC CHRONICLE™

This is a section that provide news, views, analysis, predications relating to Political and Socio-Economic factors and how such activities affect the Stock Market and other economic activity of the Country.

Contribute




EXPERT CHRONICLE™

This is an exclusive section for Expert Articles which will help member to share knowledge through comments and responses of the members. All members are allowed to reply and make comments to these articles.

Contribute


Submit Post


CHRONICLE™ YouTube

Youtube Videos and other visual presentations relating Stock market and other investment advise submitted by members or other contributors.

Contribute


Submit Post


කොළඔ කොටස් වෙළඳපොළේ වංශකථාව
කොළඔ කොටස් වෙළඳපොළේ ලැයිස්තුගත සමාගම් කොටස් ගැන තොරතුරු¸විශ්ලේෂණ¸සාකච්ඡා¸ කටකතා¸රසකතා යන සියල්ල අපේම සිංහලෙන් කතා කළ හැකි ‘කතා මණ්ඩපය’

Contribute

Twitter Feeds
POPULAR COMPANIES
A

ABANS ELECTRICALS PLC

ACCESS ENGINEERING PLC Hot

ACL CABLES PLC

ACL PLASTICS PLC

ACME PRINTING & PACKAGING PLC

AGSTAR PLC

AITKEN SPENCE HOTEL HOLDINGS PLC

AITKEN SPENCE PLC

ANILANA HOTELS AND PROPERTIES PLC

ARPICO INSURANCE PLC

ASIA ASSET FINANCE PLC

ASIA CAPITAL PLC

B

BAIRAHA FARMS PLC

BALANGODA PLANTATIONS PLC

BIMPUTH FINANCE PLC

BLUE DIAMONDS JEWELLERY WORLDWIDE PLC

B P P L HOLDINGS PLC

BROWNS BEACH HOTELS PLC

BROWNS INVESTMENTS PLC

C

CARGO BOAT DEVELOPMENT COMPANY PLC

CENTRAL INDUSTRIES PLC

CEYLON COLD STORES PLC

CEYLON GRAIN ELEVATORS PLC Hot

CEYLON TEA BROKERS PLC

CEYLON TOBACCO COMPANY PLC

CHEVRON LUBRICANTS LANKA PLC

COLOMBO FORT LAND & BUILDING PLC

COMMERCIAL BANK OF CEYLON PLC

CITRUS LEISURE PLC Hot

COMMERCIAL CREDIT AND FINANCE PLC

D

DANKOTUWA PORCELAIN PLC

DFCC BANK PLC

DIALOG AXIATA PLC

DIALOG FINANCE PLC

DIPPED PRODUCTS PLC

DISTILLERIES COMPANY OF SRI LANKA PLC

DUNAMIS CAPITAL PLC

E

EAST WEST PROPERTIES PLC Hot

EASTERN MERCHANTS PLC

EXPOLANKA HOLDINGS PLC

E-CHANNELLING PLC

F

FIRST CAPITAL HOLDINGS PLC

G

GALADARI HOTELS (LANKA) PLC

GUARDIAN CAPITAL PARTNERS PLC

H

HATTON NATIONAL BANK PLC

HAYLEYS PLC

HAYLEYS FABRIC PLC

HAYLEYS FIBRE PLC Hot

HEMAS HOLDINGS PLC

HIKKADUWA BEACH RESORT PLC

HNB ASSURANCE PLC

HVA FOODS PLC

J

JANASHAKTHI INSURANCE COMPANY PLC

JOHN KEELLS HOLDINGS PLC Hot

JOHN KEELLS HOTELS PLC

L

LANKA ASHOK LEYLAND PLC

LANKA IOC PLC

LANKEM CEYLON PLC

LANKEM DEVELOPMENTS PLC

LAUGFS GAS PLC

LAUGFS POWER LIMITED

LOLC FINANCE PLC

LOLC HOLDINGS PLC

LUCKY LANKA MILK PROCESSING COMPANY PLC

M

MELSTACORP PLC

N

NATIONAL DEVELOPMENT BANK PLC

NATION LANKA FINANCE PLC

NESTLE LANKA PLC

O

ORIENT FINANCE PLC

OVERSEAS REALTY (CEYLON) PLC

P

PANASIAN POWER PLC

PEOPLE'S LEASING & FINANCE PLC

PIRAMAL GLASS CEYLON PLC

PRIME FINANCE PLC

R

RAIGAM WAYAMBA SALTERNS PLC

RENUKA AGRI FOODS PLC

RENUKA CAPITAL PLC

RENUKA HOLDINGS PLC

RICHARD PIERIS AND COMPANY PLC

RICHARD PIERIS EXPORTS PLC Hot

ROYAL CERAMICS PLC

S

SAMPATH BANK PLC

SEYLAN BANK PLC

SIERRA CABLES PLC

SINGHE HOSPITALS PLC Hot

SMB LEASING PLC

SOFTLOGIC HOLDINGS PLC

SOFTLOGIC LIFE INSURANCE PLC

SRI LANKA TELECOM PLC

SWISSTEK (CEYLON) PLC Hot

T

TEEJAY LANKA PLC

TESS AGRO PLC

THREE ACRE FARMS PLC

TOKYO CEMENT COMPANY (LANKA) PLC Hot

U

UNION BANK OF COLOMBO PLC

V

VALLIBEL FINANCE PLC

VALLIBEL ONE PLC Hot

VALLIBEL POWER ERATHNA PLC

W

WASKADUWA BEACH RESORT PLC


You are not connected. Please login or register

FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » The Triple Crown

The Triple Crown

Go down  Message [Page 1 of 1]

1The Triple Crown  Empty The Triple Crown Mon May 27, 2013 10:35 am

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
In the United States, in Horse racing, the three races that make up the Triple Crown are:

1. Kentucky Derby, run over the 11⁄4-mile (2.0 km) dirt track at Churchill Downs in Louisville, Kentucky;
2. Preakness Stakes, run over the 13⁄16-mile (1.9 km) dirt track at Pimlico Race Course in Baltimore, Maryland;
3. Belmont Stakes, run over the 11⁄2-mile (2.4 km) dirt track, the longest in thoroughbred racing, at Belmont Park in Elmont, New York.

The following 3 stocks are all trading between Rs 120-125. Their NAV is approx Rs 250.


1. Cargo Boat (CABO) - Building ( 6 storey + 20,000 Sq Ft) in Fort & Properties in Fort & Braybooke place. Share Portfolio with main stocks as LLUBS, DFCC, COMM BK, RENU, AHUN & DURDANS.

2. CFI - Share Portfolio with concentration to CFLB Group. Owns a Cross holding in CIT and accounts for approx 25 Mill CFLB shares, with substantial stakes in EB Creasy, Lankem, COMM Bank, JKH, Nestle, CINV and other CFLB Group companies.

3. LMF - Owns approx 38 Mill DIST Shares and small qty of DOCKS, Seylan Bank, Comm Bank etc.
Dairy Business is Ambewella and Pattipola Farms and Welisara packing plant for Lakspray Imported Milk Powder.

What is the best for the Medium to Long term i.e. Who will win the triple Crown ?



Last edited by The Alchemist on Mon May 27, 2013 11:30 am; edited 1 time in total (Reason for editing : removed NTB from Cabo Portfolio)

2The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 10:57 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
Taking nothing away from your good post or CABO

I think it is RENU which had 1.8 Million NTB. CABO holding is negligible for NTB but true for your other facts.

3The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 11:01 am

suja


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
As a business owning other businesses LMF as it already has a milk powder business which is backward integrated.

4The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 12:39 pm

Backstage

Backstage
Moderator
Moderator
@suja wrote:As a business owning other businesses LMF as it already has a milk powder business which is backward integrated.

LMF has the best set up for fresh diary products but the Lakspray is 100 percent imported if I am not mistaken. The only locally produced milk powder is Milco's Highland.

5The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 6:45 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
@Backstage wrote:
@suja wrote:As a business owning other businesses LMF as it already has a milk powder business which is backward integrated.

LMF has the best set up for fresh diary products but the Lakspray is 100 percent imported if I am not mistaken. The only locally produced milk powder is Milco's Highland.

Why Ambewela factory?

Is Highland local? I was thinking which milk powder to consume due to DCD issue Mad

6The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 7:24 pm

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@smallville wrote:
@Backstage wrote:
@suja wrote:As a business owning other businesses LMF as it already has a milk powder business which is backward integrated.

LMF has the best set up for fresh diary products but the Lakspray is 100 percent imported if I am not mistaken. The only locally produced milk powder is Milco's Highland.

Why Ambewela factory?

Is Highland local? I was thinking which milk powder to consume due to DCD issue Mad

Highland and Pelwattha are the milk powders produced in Sri Lanka

7The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 7:27 pm

stocks hunter


Manager - Equity Analytics
Manager - Equity Analytics
@smallville

Ambewella factory not comes under LMF. It runs by one of indian firm if i'm not mistaken. But highland products are almost local.

LMF is the owners of Ambewela and New Zealand farms one of best managed farms in the country located in cool climates of Ambewela Sri lanka.

8The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 8:58 pm

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics
@The Alchemist wrote:
The following 3 stocks are all trading between Rs 120-125. Their NAV is approx Rs 250.

1. Cargo Boat (CABO) - Building ( 6 storey + 20,000 Sq Ft) in Fort & Properties in Fort & Braybooke place. Share Portfolio with main stocks as LLUBS, DFCC, COMM BK, RENU, AHUN & DURDANS.

2. CFI - Share Portfolio with concentration to CFLB Group. Owns a Cross holding in CIT and accounts for approx 25 Mill CFLB shares, with substantial stakes in EB Creasy, Lankem, COMM Bank, JKH, Nestle, CINV and other CFLB Group companies.

3. LMF - Owns approx 38 Mill DIST Shares and small qty of DOCKS, Seylan Bank, Comm Bank etc.
Dairy Business is Ambewella and Pattipola Farms and Welisara packing plant for Lakspray Imported Milk Powder.

What is the best for the Medium to Long term i.e. Who will win the triple Crown ?
Nice analogy, Alchemist!

While investing, it is better to stick to businesses that you are familiar with. (As Buffett said, "There some parts of the game that we don't understand, so we don't play with them.") I know less about distilleries and milk powder than I do about real estate...

CFI is an attractively priced gamble; the only negative is the level of debt that the CFLB Group is exposed to. When higher interest payments gobble up your improved operating profits, it sure is a matter of concern...

9The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 10:33 pm

Backstage

Backstage
Moderator
Moderator
@Antonym wrote:
@The Alchemist wrote:
The following 3 stocks are all trading between Rs 120-125. Their NAV is approx Rs 250.

1. Cargo Boat (CABO) - Building ( 6 storey + 20,000 Sq Ft) in Fort & Properties in Fort & Braybooke place. Share Portfolio with main stocks as LLUBS, DFCC, COMM BK, RENU, AHUN & DURDANS.

2. CFI - Share Portfolio with concentration to CFLB Group. Owns a Cross holding in CIT and accounts for approx 25 Mill CFLB shares, with substantial stakes in EB Creasy, Lankem, COMM Bank, JKH, Nestle, CINV and other CFLB Group companies.

3. LMF - Owns approx 38 Mill DIST Shares and small qty of DOCKS, Seylan Bank, Comm Bank etc.
Dairy Business is Ambewella and Pattipola Farms and Welisara packing plant for Lakspray Imported Milk Powder.

What is the best for the Medium to Long term i.e. Who will win the triple Crown ?
Nice analogy, Alchemist!

While investing, it is better to stick to businesses that you are familiar with. (As Buffett said, "There some parts of the game that we don't understand, so we don't play with them.") I know less about distilleries and milk powder than I do about real estate...

CFI is an attractively priced gamble; the only negative is the level of debt that the CFLB Group is exposed to. When higher interest payments gobble up your improved operating profits, it sure is a matter of concern...


Wouldn't higher interest rates been lower last quarter and the next ?

10The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 11:04 pm

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics
@Backstage wrote:
@Antonym wrote:CFI is an attractively priced gamble; the only negative is the level of debt that the CFLB Group is exposed to. When higher interest payments gobble up your improved operating profits, it sure is a matter of concern...


Wouldn't higher interest rates been lower last quarter and the next ?
Yes, going forward, CFLB's Financing Cost would probably be lower than it was in the Dec-12 quarter.

It's a personal preference: I'd rather not buy into a company whose Interest bearing Borrowings + Bank Overdraft are high... A company with a healthy Bank balance makes more sense.

11The Triple Crown  Empty Re: The Triple Crown Mon May 27, 2013 11:23 pm

m2_yapa

m2_yapa
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
It is very much intresting to read this discusion. For ur knowledge I would like to share this new. As at today highland means MILCO fial to supply the demand as many lankans have tendency to use sl made milk powder.
However market mafia can buy all highland milk powder bags and avoid them come to market? Is it happening now .
Hello NEST r u behind this?

Sponsored content


Back to top  Message [Page 1 of 1]

Permissions in this forum:
You cannot reply to topics in this forum