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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » MTD Walker(KAPI) is on track

MTD Walker(KAPI) is on track

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1MTD Walker(KAPI) is on track Empty MTD Walker(KAPI) is on track Mon May 27, 2013 8:46 pm

trader911


Senior Equity Analytic
Senior Equity Analytic
http://www.cse.lk/cmt/upload_report_file/444_1369652805.pdf

2MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Mon May 27, 2013 9:31 pm

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
It is extraordinary performance with very high leverage...........I think Kapi is waiting for gov. to pay them for the projects done. Around 4b in receivables.

3MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Mon May 27, 2013 11:00 pm

stocks hunter


Manager - Equity Analytics
Manager - Equity Analytics
KAPI will perform well in the future. They are in to ship repairs now and doing under water repairs as well where even DOCK is not capable of doing that. well diversified in the post war developing areas.

4MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Mon May 27, 2013 11:03 pm

hariesha


Vice President - Equity Analytics
Vice President - Equity Analytics
Investing in companies with exposure to construction will give good returns in the future.

As Arena stated delay in recovering the dues from the gov. is the bottleneck. But as cost of borrowing is coming down, the risk factor is less.

KAPI performance is really encouraging.

5MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Tue May 28, 2013 7:43 am

sureshot

sureshot
Vice President - Equity Analytics
Vice President - Equity Analytics
@hariesha wrote:Investing in companies with exposure to construction will give good returns in the future.

As Arena stated delay in recovering the dues from the gov. is the bottleneck. But as cost of borrowing is coming down, the risk factor is less.

KAPI performance is really encouraging.


how about LCEM....... Very Happy something to do with construction mmmmmm

6MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Tue May 28, 2013 9:41 am

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
According to the latest results KAPI is clearly having a valuation above 40. NAV also very strong........If they repeat this results and pay off these loans the value should be around 70+.....

Have a look the 5 year summary given under 2012 annual report.........Incredible.........

sriranga

sriranga
Co-Admin
MTD Walkers PLC, a company which has interests in construction and power generation, has reported a net profit of Rs.275.5 million for the financial year ended March 31, 2013, up by Rs.129 million the firm reported in the previous year.

Malaysia's MTD Capital Bhd, an investment holding company owns over 90 percent of the firm.

The revenue during the 12 month period rose 29.8 percent Year-on-Year (YoY) to Rs.7.5 million and other income also rose 47.8 percent YoY to Rs.172.6 million.

The finance expenses during the period rose 97.3 percent to Rs.557.3 million.

The earnings per share improved to Rs.3.04 from Rs.1.68 in the previous year.

A segmental analysis showed that the engineering arm of the group reported a post tax profit of Rs.330 million against Rs.307 million in the previous year.

The power generation business segment reported a post tax profit of Rs.69.6 million against a post tax loss of Rs.60 million in the previous year.
http://www.dailymirror.lk/mirror-stock-watch-live/30058-mtd-walkers-records-rs2755mn-net-profit-for-fy1213.html

http://sharemarket-srilanka.blogspot.co.uk/

8MTD Walker(KAPI) is on track Empty kapi futuer prospects Tue May 28, 2013 3:19 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
*colombo engineering acquisition will open up new door to the marine engineering.this is one area sri lanka has huge potential because of our location and on going port related developments.(kapi planing to invest $ 30m more to expand)
*western airducts acquisition will help the company to be a market leader in air conditioning .
*acquiring two mobile crushers will give them flexibility to shit operations to areas in demand.
*investment in asphalt production will increase income
*foundation piling sector has huge demand in the country and walkers piling is the second largest in the country.
*kapi is planing to enter building construction as well.
For me it's look like more diversified engineering company than AEL.
warning-25% of my portfolio is KAPI.

9MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Tue May 28, 2013 3:20 pm

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
After seen this much of improvements .......................Share price is adjusting slowly and steadily. There were no big buy orders ( Less than 100,000) but 600k traded. Recently it went to 39+ may be due to insider info.......

Diversified share where all the sectors performing well. We would have discussed earlier..

10MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Tue May 28, 2013 3:22 pm

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
With the same feeling i bought it today morning below 28..........Can some body merge these two topics on KAPI

11MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 11:00 am

hariesha


Vice President - Equity Analytics
Vice President - Equity Analytics
@celtic tiger wrote:*colombo engineering acquisition will open up new door to the marine engineering.this is one area sri lanka has huge potential because of our location and on going port related developments.(kapi planing to invest $ 30m more to expand)
*western airducts acquisition will help the company to be a market leader in air conditioning .
*acquiring two mobile crushers will give them flexibility to shit operations to areas in demand.
*investment in asphalt production will increase income
*foundation piling sector has huge demand in the country and walkers piling is the second largest in the country.
*kapi is planing to enter building construction as well.
For me it's look like more diversified engineering company than AEL.
warning-25% of my portfolio is KAPI.

Good information. I have added some analysis in following link.

http://research.srilankaequity.com/t731-booming-construction-sector#835

12MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 11:38 am

mark

mark
Expert
Expert
split was a bad decision

13MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 12:30 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@hariesha wrote:
@celtic tiger wrote:*colombo engineering acquisition will open up new door to the marine engineering.this is one area sri lanka has huge potential because of our location and on going port related developments.(kapi planing to invest $ 30m more to expand)
*western airducts acquisition will help the company to be a market leader in air conditioning .
*acquiring two mobile crushers will give them flexibility to shit operations to areas in demand.
*investment in asphalt production will increase income
*foundation piling sector has huge demand in the country and walkers piling is the second largest in the country.
*kapi is planing to enter building construction as well.
For me it's look like more diversified engineering company than AEL.
warning-25% of my portfolio is KAPI.


Good information. I have added some analysis in following link.

http://research.srilankaequity.com/t731-booming-construction-sector#835
good research hariesha. last few fear KAPI had mix results. from this year they should do better than that.last annual report indicate some good developments.

14MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 3:03 pm

besthope


Manager - Equity Analytics
Manager - Equity Analytics
aney small derailing of train.

http://www.cse.lk/cmt/upload_cse_announcements/4331369797479_.pdf

marey kapi-mak ney ?

what is this errata meaning ? anybody please. is it like er ta ta ? (like bye bye)
hope getting back on the track soon. i also catching train early. better to get of next station and walk or what ? please somebody advise.

15MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 4:38 pm

hariesha


Vice President - Equity Analytics
Vice President - Equity Analytics
@besthope wrote:aney small derailing of train.

http://www.cse.lk/cmt/upload_cse_announcements/4331369797479_.pdf

marey kapi-mak ney ?

what is this errata meaning ? anybody please. is it like er ta ta ? (like bye bye)
hope getting back on the track soon. i also catching train early. better to get of next station and walk or what ? please somebody advise.

As I have published an analysis on KAPI and AEL in the research section, I would like to reply to your query.
In their quarterly report, they have calculated EPS based on total profit. Actually it has to be on profit less minority interest (Profit attributable to equity holders of parent). That’s the correction they have made.

http://research.srilankaequity.com/t731-booming-construction-sector

16MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 4:48 pm

Jiggysaurus

Jiggysaurus
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@hariesha wrote:

Actually it has to be on profit less minority interest (Profit attributable to equity holders of parent). That’s the correction they have made.

http://research.srilankaequity.com/t731-booming-construction-sector

That shows the quality or lack therof of the CFO, blindly signing the accounts without checking the correctness of the EPS.
Hopefully they have better specialists in other areas, otherwise future prospects will also be errata. Not knowing how to calculate EPS may also mean not knowing how to build a bridge correctly.

17MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 5:04 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Jiggysaurus wrote:
@hariesha wrote:

Actually it has to be on profit less minority interest (Profit attributable to equity holders of parent). That’s the correction they have made.

http://research.srilankaequity.com/t731-booming-construction-sector

That shows the quality or lack therof of the CFO, blindly signing the accounts without checking the correctness of the EPS.
Hopefully they have better specialists in other areas, otherwise future prospects will also be errata. Not knowing how to calculate EPS may also mean not knowing how to build a bridge correctly.
errata is not a new thing to CSE.

18MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 5:11 pm

Arena


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
And the people who works only make mistakes. If you really start a project these errors are negligible. But yes there are people who are only paid for producing these documents. CFO or CEO , GM will not read these financials since they knows the management accounts well above.

Another thing this accountant will never ever make a mistake like this in his life. lol

19MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 5:18 pm

Bond


Manager - Equity Analytics
Manager - Equity Analytics
When I spoke about KAPI a few months ago nobody was interested. That was the time to buy.

Obviously now people are promoting

MTD was delisted from the Malay bourse.

20MTD Walker(KAPI) is on track Empty Re: MTD Walker(KAPI) is on track Wed May 29, 2013 5:24 pm

Jiggysaurus

Jiggysaurus
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Bond wrote:When I spoke about KAPI a few months ago nobody was interested. That was the time to buy.

Was that in your past life as Rainman or your post Avurudu incarnation as Jamis Banda?

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