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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » SHL (Softlogic Holdings): Hidden Value

SHL (Softlogic Holdings): Hidden Value

+24
Gintonic
eKelum
Market R
stevenapple
bandara 123
SHARK aka TAH
anges
Aubrey Perera
skyfall
bakapandithaya
Gaja
balapas
mark
Chinwi
dhanurrox
Backstage
seek
stumpy
Leon
econ
UKboy
rainmaker
kalum
Intelligent Investing
28 posters

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1SHL (Softlogic Holdings): Hidden Value Empty SHL (Softlogic Holdings): Hidden Value Mon Jan 06, 2014 9:01 am

Intelligent Investing


Senior Equity Analytic
Senior Equity Analytic

SHL (Softlogic) has hidden value.

NAV of SHL (approx Rs 9.5) does not reflect the capital gain they made on their Asiri investment. The accounting principles states that the shares they bought in Asiri must be shown at price of purchase and not the current price when calculating NAV. So the multi-billion ruppee gain made by Softlogic by buying Asiri (Asiri share value has doubled since SHL bought the stake) is not reflected in NAV of Softlogic Holdings. If SHL sold Asiri stake, they can make a huge profit and cover most of their loans.

SHL is a share worth 12 trading at 8. If they increase profits and reduce interest costs, this share can easily be at 16 in two years. They have got into some new ventures such as the Burger King, Movenpick projects and are opening a hospital in Kandy. This is a great share to collect at these levels.

Disclaimer: please do your own research

2SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Mon Jan 06, 2014 12:02 pm

kalum


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Little bit to add.. keep eye on Asiri as well. Asiri group of hospitals aiming global recognition standard, which still none of srilankan hospitals achieved. It's a standard like CMMI to IT companies. however not only Asiri is targeting this, there are one or two private hospitals also strategically trying to get in to that standard.

Asiri, SHL, ECL all these seems to be hot picks, but i will be keep cautious with ECL because currently it is over heated. Smile

3SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Mon Jan 06, 2014 12:53 pm

rainmaker


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Yes but without Asiri SHL would be a f!@king nobody!

UKboy

UKboy
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

Rain, Fancy buying a Ford car in Sri Lanka? You wouldn’t wait long to get a slot for servicing or maintenance.!

econ

econ
Global Moderator

SHL was a massively over priced IPO and currently trades at fair value.

6SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Mon Jan 06, 2014 11:22 pm

Leon


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

econ wrote:SHL was a massively over priced IPO and currently trades at fair value.

If they are smart enough to reduce the debt burden, the group will be very attractive.

7SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Tue Jan 07, 2014 10:05 am

stumpy

stumpy
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

UKboy wrote:
rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

Rain, Fancy buying a Ford car in Sri Lanka? You wouldn’t wait long to get a slot for servicing or maintenance.!

ehem ehem... Very Happy

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

According to the last Q report,
Revenue from Information Technology 3.0 Billion
Revenue from Retail 3.6 Billion
Revenue from Financial Services 3.5 Billion
Revenue from Healthcare Services 3.7 Billion
Total Revenue for the quarter 14.1 Billion
Healthcare Services is only about 26% from total revenue.

Total operating profit 1.4 Billion
Operating profit from Healthcare services 986 million
Healthcare services have given 69% of total operating profit.

According to the current situation, I agree with rainmaker that ASIRI plays the major role in SHL profits. But if they can turn around other entities, then SHL will be the key in future.
There is a demand being created for SHL, I bought my second lot today.

Anyway, this is a good balanced view. Smile

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

This might be the best time to average down if someone is still holding at IPO price as the counter seems to be bottomed up and on an upward trend.

10SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Fri Jan 10, 2014 1:19 pm

Intelligent Investing


Senior Equity Analytic
Senior Equity Analytic

seek wrote:This might be the best time to average down if someone is still holding at IPO price as the counter seems to be bottomed up and on an upward trend.

I agree - if ASPI is continuing to move, this will reach 11 at least

So might as well buy now

11SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 11:06 am

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

seek wrote:
rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

According to the last Q report,
Revenue from Information Technology   3.0 Billion
Revenue from Retail 3.6 Billion
Revenue from Financial Services 3.5 Billion
Revenue from Healthcare Services 3.7 Billion
Total Revenue for the quarter 14.1 Billion
Healthcare Services is only about 26% from total revenue.

Total operating profit 1.4 Billion
Operating profit from Healthcare services 986 million
Healthcare services have given 69% of total operating profit.

According to the current situation, I agree with rainmaker that ASIRI plays the major role in SHL profits. But if they can turn around other entities, then SHL will be the key in future.
There is a demand being created for SHL, I bought my second lot today.

Anyway, this is a good balanced view. Smile

Beaten down shares recover very fast than others.. already in 51% gain on COCR and 26% gain on SHL

12SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 12:47 pm

Intelligent Investing


Senior Equity Analytic
Senior Equity Analytic

seek wrote:
seek wrote:
rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

According to the last Q report,
Revenue from Information Technology   3.0 Billion
Revenue from Retail 3.6 Billion
Revenue from Financial Services 3.5 Billion
Revenue from Healthcare Services 3.7 Billion
Total Revenue for the quarter 14.1 Billion
Healthcare Services is only about 26% from total revenue.

Total operating profit 1.4 Billion
Operating profit from Healthcare services 986 million
Healthcare services have given 69% of total operating profit.

According to the current situation, I agree with rainmaker that ASIRI plays the major role in SHL profits. But if they can turn around other entities, then SHL will be the key in future.
There is a demand being created for SHL, I bought my second lot today.

Anyway, this is a good balanced view. Smile

Beaten down shares recover very fast than others.. already in 51% gain on COCR and  26% gain on SHL

Yes and Ashok Pathirage was also collecting at 10.30 levels. I think it'll reach 13 easily if they have good reports coming soon

13SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 1:49 pm

Leon


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Any special news?? Dividend???

14SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 5:16 pm

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Leon wrote:Any special news?? Dividend???

Highly geared companies like SHL will take another quarter or two to show improved results with the help of less finance cost. There will not be any surprise results or dividends in near future. But look at the demand for ASIR. It is doing pretty well. After consolidation their finance arm will start to do better.

Earlier I was more interested in VONE than SHL but when I see SHL is beaten down to the ground and the upward trend is forming I sold all my VONE shares and bought SHL.

So far, this has been a good decision.

At the moment, Mr. Pathirage is adding more value to SHL than what DP is doing to VONE.

15SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 5:59 pm

Intelligent Investing


Senior Equity Analytic
Senior Equity Analytic

Leon wrote:Any special news?? Dividend???

Have a look at their NAV after using the Asiri share price now! Asiri has surged and so should SHL. With interest rates coming down, their finance cost wont be as high

16SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 8:15 pm

Backstage

Backstage
Moderator
Moderator

stumpy wrote:
UKboy wrote:
rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

Rain, Fancy buying a Ford car in Sri Lanka? You wouldn’t wait long to get a slot for servicing or maintenance.!

ehem ehem... Very Happy

Hey Stumpo, without just clearing your throat why don't you give us a tech update ? Its been a while since we have heard from the likes of you and Gann, even Trader bugger isnt posting these days. On another thread maybe as this is 'bout SHL.

17SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 8:38 pm

dhanurrox


Vice President - Equity Analytics
Vice President - Equity Analytics

Backstage wrote:
stumpy wrote:
UKboy wrote:
rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

Rain, Fancy buying a Ford car in Sri Lanka? You wouldn’t wait long to get a slot for servicing or maintenance.!

ehem ehem... Very Happy

Hey Stumpo, without just clearing your throat why don't you give us a tech update ? Its been a while since we have heard from the likes of you and Gann, even Trader bugger isnt posting these days. On another thread maybe as this is 'bout SHL.
Every passing day tech guys are understanding it's all about manipulation and sentiment.If not then they have a big problem.

18SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 8:48 pm

Chinwi

Chinwi
Associate Director - Equity Analytics
Associate Director - Equity Analytics

This was in my future collection list. SHL is a sleeping giant . Due to its huge gearing it cannot show its real colours.
Now I feel it is getting attention earlier than we expected (very bad ! ) due to easing of interest rates.
At the moment it is at fair value. Sometimes, we may not get a chance in the future to collect it at fair prices if market appreciated as a whole. Sad

19SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 8:57 pm

mark

mark
Expert
Expert

dhanurrox wrote:
Backstage wrote:
stumpy wrote:
UKboy wrote:
rainmaker wrote:Yes but without Asiri SHL would be a f!@king nobody!

Rain, Fancy buying a Ford car in Sri Lanka? You wouldn’t wait long to get a slot for servicing or maintenance.!

ehem ehem... Very Happy

Hey Stumpo, without just clearing your throat why don't you give us a tech update ? Its been a while since we have heard from the likes of you and Gann, even Trader bugger isnt posting these days. On another thread maybe as this is 'bout SHL.
Every passing day tech guys are understanding it's all about manipulation and sentiment.If not then they have a big problem.


lolz, that hurts dhanu Razz


20SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 10:25 pm

dhanurrox


Vice President - Equity Analytics
Vice President - Equity Analytics

Mark I know you know these things and follow them.We are in same boat and it's the correct boat.Not appearing in FB these days know?

21SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Wed Jan 29, 2014 10:49 pm

mark

mark
Expert
Expert

dhanurrox wrote:Mark I know you know these things and follow them.We are in same boat and it's the correct boat.Not appearing in FB these days know?

ah im having exmas ne Sad so not much on fb.

your patience rewarded in ECL Smile i sold that half of CIT and all CFI shit yesterday and today with tiny profits. But yet holding few CIT .

im into banking sector fully Smile

22SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Thu Jan 30, 2014 12:10 am

Leon


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

seek wrote:
Leon wrote:Any special news?? Dividend???

Highly geared companies like SHL will take another quarter or two to show improved results with the help of less finance cost. There will not be any surprise results or dividends in near future. But look at the demand for ASIR. It is doing pretty well. After consolidation their finance arm will start to do better.

Earlier I was more interested in VONE than SHL but when I see SHL is beaten down to the ground and the upward trend is forming I sold all my VONE shares and bought SHL.

So far, this has been a good decision.

At the moment, Mr. Pathirage is adding more value to SHL than what DP is doing to VONE.

Mr. Pathirage is a fearless man in business.

23SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Thu Jan 30, 2014 6:05 am

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

@Chinwi, Can you remember in a PM I said I'm eyeing TKYO and SHL few months ago? Actually I couldn't buy TKYO due to lack of funds. You may be correct. It was the last chance to buy below 9 but this is still cheap to me. What do you think about maize and soybean prices? Will history repeat?. Smile

24SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Thu Jan 30, 2014 7:58 am

Chinwi

Chinwi
Associate Director - Equity Analytics
Associate Director - Equity Analytics

Yes I can remember how you predicted about those shares.
Same here, i also couldnt buy. only little amt of shl i hv.
shl lolc high gear stocks. lolc gave opp from 50 now 75.
Sorry
im logn off. moving out of coverage area. far awy from cmb.

25SHL (Softlogic Holdings): Hidden Value Empty Re: SHL (Softlogic Holdings): Hidden Value Thu Jan 30, 2014 8:41 am

balapas


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

I heard SHL going in to restructuring so can see some action taken in coming months. I guess time to get things moving and streamlined than trying their hand in everything. SHL peaked at 12.70 in May last year.

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