CSE in 2014 and fundamental shares that have underperformed

Slstock

Slstock

Director - Equity Analytics

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Though fin sector is a hot topic now, don't forget to think about the sectors ;-)

Aubrey Perera

Aubrey Perera

Vice President - Equity Analytics

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Join date : 2013-03-12

Yes kddnd happy but this might hv been expected. But lets see.

KDDND

KDDND

Assistant Vice President - Equity Analytics

Posts : 724
Join date : 2012-09-14

Aubrey Perera wrote:Yes kddnd happy but this might hv been expected. But lets see.

Yes I totally agree!
As I felt..
in SRI LANKA - IN CSE
these important information passed out to among closed contact people well before the time we come to know it....
so those people already act and obtained benefits of the result!

by the time we come to know the MARKET has almost adjusted to the that price level....
then mostly we just have to observe but can't have the fruit of the result!

WE ARE IN THAT TYPE OF MARKET!!!! Sad

GL! Aubrey!

Slstock

Slstock

Director - Equity Analytics

Posts : 6610
Join date : 2011-01-22

Guys, I won;t give out too much info but this share I was talking about, is trading significantly below NAV. Very less talked about share ;-).

IF/when this runs ( if market sentiments remain weak it may stay put) 40% from present price is valided by its fundamentals.

Shh.. can;t give too much info. I still have to collect when I can release money.

slstock wrote:Oh no they heard me

It just started to move before I could released money to buy

slstock wrote:There is another Share in the present hot sector which had not gain attention though counter parts have run ;-)

Slstock

Slstock

Director - Equity Analytics

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Incase people have not noticed RHL, is slowly improving its earings
( still expenses are eating into profits).

NAV is 50 now trading at Rs 31. If /when the players start pushing this it has lot of room to up .

Slstock

Slstock

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update on GLAS

Now at Rs 4.

This is share which was on my radar mainly due to high dividend yield.

Actually if one buy at Rs 4 , the dividend this year can exceed 10%.

But the way their business is performing is not satisfactory. Revenue dropping and profits too. If they pass the costs to customers ( to gain better profit) , they maybe loose some customers. Also if Govnment at some point lifts any importation embargoes on Glass containers GLAS can be in danger.

One thing glas can do is increase higher earning exports. This might be good solution if they can achieve.

Right now for shorter term trading GLAS is getting hotter. Long term now I have some reservations as above. Let see in 2 quarters.

KDDND

KDDND

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slstock wrote:Incase people have not noticed RHL, is slowly improving its earings
( still expenses are eating into profits).

NAV is 50 now trading at Rs 31. If /when the players start pushing this it has lot of room to up .

Thx SLS for inform... Wink

Slstock

Slstock

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Here is the what we were expecting. Rs 200 eps for Rs 260 share.
NAV 651.

now will they be not like stingy RENU managemnt and give the steaving share holder some bonus ;-)

Only correction it is not listed in land sector but but investment trust I think.

slstock wrote:

BTw, there is Land sector share, that can give a huge surprise if our calculations are correct. It as also mentioned in this thread by another ;-)

pathfinder

pathfinder

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slstock wrote:Here is the what we were expecting. Rs 200 eps for Rs 260 share.
NAV 651.

now will they be not like stingy RENU managemnt and give the steaving share holder some bonus ;-)

Only correction it is not listed in land sector but but investment trust I think.

Yes SHAW has reported good eps over 200,but revenue has not gone up,If you remove one off gain eps would be negative Shocked

Slstock

Slstock

Director - Equity Analytics

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Join date : 2011-01-22

If they can't do proper business they can

pay off any liabilites, and return the money to share holders ( or do a share buy back)

even if they just deposit the money into long term FD/Debenture and do nothing, annual EPS can be huge. Might be better than doing projects they seem to be incapable of.

Of the annual EPS from income, Pay 70 % of as dividends each year , at current price SHAW holder will get well over 10% dividend

First option am serious, second option just for fun ...

third option start their projects and mess up the earnign haha.

pathfinder wrote:

slstock wrote:Here is the what we were expecting. Rs 200 eps for Rs 260 share.
NAV 651.

now will they be not like stingy RENU managemnt and give the steaving share holder some bonus ;-)

Only correction it is not listed in land sector but but investment trust I think.

Yes SHAW has reported good eps over 200,but revenue has not gone up,If you remove one off gain eps would be negative

KDDND

KDDND

Assistant Vice President - Equity Analytics

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pathfinder wrote:

slstock wrote:Here is the what we were expecting. Rs 200 eps for Rs 260 share.
NAV 651.

now will they be not like stingy RENU managemnt and give the steaving share holder some bonus ;-)

Only correction it is not listed in land sector but but investment trust I think.

Yes SHAW has reported good eps over 200,but revenue has not gone up,If you remove one off gain eps would be negative

Ooooppssssssss..........
Ekathehemada........ Question

greedy007

greedy007

Senior Manager - Equity Analytics

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Good one from real slstock.

Challenging the fake to start a thread for 2015.

Come on Quibit, come on Gmnet, ................

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CSE in 2014 and fundamental shares that have underperformed

76 Re: CSE in 2014 and fundamental shares that have underperformed Thu Feb 06, 2014 6:56 pm

Slstock

77 Re: CSE in 2014 and fundamental shares that have underperformed Thu Feb 06, 2014 10:11 pm

Aubrey Perera

78 Re: CSE in 2014 and fundamental shares that have underperformed Fri Feb 07, 2014 8:25 am

KDDND

79 Re: CSE in 2014 and fundamental shares that have underperformed Tue Feb 11, 2014 10:37 am

Slstock

80 Re: CSE in 2014 and fundamental shares that have underperformed Tue Feb 11, 2014 10:39 am

Slstock

81 Re: CSE in 2014 and fundamental shares that have underperformed Tue Feb 11, 2014 5:34 pm

Slstock

82 Re: CSE in 2014 and fundamental shares that have underperformed Wed Feb 12, 2014 9:15 am

KDDND

83 Re: CSE in 2014 and fundamental shares that have underperformed Thu Feb 13, 2014 4:34 pm

Slstock

84 Re: CSE in 2014 and fundamental shares that have underperformed Thu Feb 13, 2014 7:00 pm

pathfinder

85 Re: CSE in 2014 and fundamental shares that have underperformed Thu Feb 13, 2014 7:36 pm

Slstock

86 Re: CSE in 2014 and fundamental shares that have underperformed Thu Feb 13, 2014 8:47 pm

KDDND

87 Re: CSE in 2014 and fundamental shares that have underperformed Tue Jun 02, 2015 12:22 pm

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