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 invest thinker Today at 4:44 pm

» TOKYO CEMENT COMPANY (LANKA) PLC
by ADVENTUS Today at 4:27 pm

» First capital holdings CFVF.N0000
by invest thinker Today at 3:50 pm

» KGAL - THE SLEEPING GIANT
by Big Bull Today at 2:28 pm

» NATIONAL DEVELOPMENT BANK PLC (NDB.N0000)
by shihan 93 Today at 1:16 pm

» ACCESS ENGINEERING ( AEL.N )
by Thushara Ayya Today at 1:07 pm

» Sunshine holding future potential
by Zahara khan Today at 12:43 pm

» FUTURE of BROWNS INVESTMENT PLC (BIL)
by Real_Investor Today at 12:28 pm

» CONTRADICTARY statements BY BUYER & SELLER RE: MGT & GREG
by samaritan Today at 12:24 pm

» hospital sector
by David VKMS Today at 10:26 am

» Sri Lanka Bonds Go From Asia’s Worst to Best After China Loan
by CHRONICLE™ Today at 7:27 am

» The market changes fast; it is OK to get out when you feel it is right and take the profits that you can. Stock market for beginners
by Asoka Samarakone Yesterday at 10:04 pm

» Ban of chemical fertilizers is a great news
by dayandacool Yesterday at 9:50 pm

» Economic Uncertainty Drives Crypto Growth in Sri Lanka
by CHRONICLE™ Yesterday at 9:23 pm

» DIPPED PRODUCTS PLC (DIPD.N0000)
by ADVENTUS Yesterday at 4:37 pm

» CSE listed companies...Failed or collapsed
by High-flyer Sat May 15, 2021 9:14 pm

» L B FINANCE PLC (LFIN.N0000)
by kanishkaecomm Sat May 15, 2021 5:17 pm

» කොටස් වෙළඳපොළ2020
by කොටස් වෙළඳපොළ2020 Sat May 15, 2021 11:52 am

» 14 May onwards -Road Clear to Enter one of the Asias Most Undervalued Stock Market
by kalu351 Sat May 15, 2021 6:34 am

» Plantation Sector
by කොටස් වෙළඳපොළ2020 Fri May 14, 2021 10:13 pm

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™ » TAFL & GRAN

TAFL & GRAN

Go to page : 1, 2  Next

Go down  Message [Page 1 of 2]

1TAFL & GRAN Empty TAFL & GRAN Sat Jan 11, 2014 7:37 pm

Hawk Eye

Hawk Eye
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Falling agricultural commodity prices are going to play a major role the GP margins of these shares in 2014. Already the agricultural commodity prices have started crashing down . This has lead to falling chicken feed prices , and its forecasted to drop in 2014.

Worldwide poultry production is expected to increase due to this and already USDA has increased the forecast for 2014.(www.wattagnet.com/USDA_increases_poultry_production_forecast_for)

TAFL has already reported a 16% GP margin for last quarter Sep'13. compared to GP margins of -2% in Q1 and 2% in Q2 . December Qtr always looks good with seasons and additionally CHOGM

If the improved margins are due to falling cost of sales for TAFL. We ca expect a chicken run soon


...........Agricultural commodities including soybeans and corn, the worst-performing commodity this year, probably will extend declines in 2014 as world supplies remain ample, Rabobank International said in its annual outlook report.....Corn, the biggest loser this year among the Standard & Poor’s GSCI gauge of 24 raw materials, tumbled 38 percent since Jan. 1 as the U.S. harvest, the world’s biggest, rebounded from drought in 2012. Wheat slid 19 percent on the Chicago Board of Trade, while soybeans dropped 6.9 percent. The U.S. Department of Agriculture expects global production of all three crops will rise to records in the 2013-14 season........

http://www.bloomberg.com/news/2013-12-13/rabobank-sees-lower-crop-prices-in-2014-amid-ample-world-supply.html


Poultry Quarterly Q4: 2014 Outlook bullish due to lower feed costs and tight global supplies of pork and beef
https://www.rabobank.com/en/press/search/2013/poultry_q4.html


Guys watch on to the December results as I always advise.

2TAFL & GRAN Empty Re: TAFL & GRAN Sun Jan 12, 2014 4:40 pm

NUINTH


Senior Equity Analytic
Senior Equity Analytic
Thx for the remind Hawk Eye. I red your LIOC Clariffication from another thread. It was very usefull.

Yes, (As Alchemist also mention in another topic) poultry sector also will perform with this quarter results. If it happen, we may see quick & high price appreciation under present trend. I like to add few TAFL for my PF.

Cheers...!!!!


3TAFL & GRAN Empty Re: TAFL & GRAN Sun Jan 12, 2014 5:47 pm

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
For poultry sector Dec is alwasy a better quarter. So it is good watch to figure out the sector direction.

I like much the way Hawk makes his points.

4TAFL & GRAN Empty Re: TAFL & GRAN Mon Jan 13, 2014 12:11 pm

Hawk Eye

Hawk Eye
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@slstock wrote:For poultry sector Dec is alwasy a better quarter. So it is good watch to figure out the sector direction.

I like much the way Hawk makes his points.


Thanks SLStock

5TAFL & GRAN Empty Re: TAFL & GRAN Mon Jan 20, 2014 8:12 pm

seek


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Gain on margin of TAFL is mainly due increased prices for day old chicks.

6TAFL & GRAN Empty Re: TAFL & GRAN Fri Feb 07, 2014 12:27 am

hasarel

hasarel
Manager - Equity Analytics
Manager - Equity Analytics
Is TALF good to buy now, or better to wait some time????

7TAFL & GRAN Empty Re: TAFL & GRAN Fri Feb 07, 2014 10:33 am

Hawk Eye

Hawk Eye
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Waiting is the better option I feel..

8TAFL & GRAN Empty Re: TAFL & GRAN Fri Feb 07, 2014 12:00 pm

Aubrey Perera


Vice President - Equity Analytics
Vice President - Equity Analytics
I know this is veering away from the Subject but isn't BFL a better option even though it's more expensive ???

9TAFL & GRAN Empty Re: TAFL & GRAN Sun Jul 06, 2014 4:24 pm

VALUEPICK

VALUEPICK
Expert
Expert
TAFL is one of the stocks which maintain uptrend along with broader market. If market conditions become weak this stock too will become weak in the short run.
It is true that TAFL is confident of their growth. They have better production planning and efficient cost control systems now. This quarter definitely they should make good profits when compare with corresponding last year. It is not the question about looking for one quarter profit and share prices. We should find answer to the following questions?  How are they are going to develop their business in the mid and long term. Are they going to expand their export market further? Are they going to benefit from lower grain prices in the coming quarter and years? Are they going to have bigger market share in the future? How are they going to cope up with increased demand for poultry products from hotels in the coming years? Are they have plan to expand their businesses? They had good earnings even during weak business environment. Therefore they will make more profits in a favourable business environment. Remember current rain will increase grain harvest in the coming YALA season. Global grain prices are going to fall further and Corn has entered into bear market now. Even soya bean prices are falling rapidly now. I believe they will have favourable business environment in the coming quarters and years. Even in the current year it is going to have record tourist numbers. If we can find that this company is going to become fast grower then we will have some great opportunities. Finally when TAFL expand GRAN too will benefit.

http://www.bloomberg.com/news/2014-07-03/corn-nears-bear-market-on-outlook-for-biggest-ever-u-s-harvest.html
corn Futures Enter Bear Market on Rising U.S. Stockpiles

http://in.reuters.com/article/2014/07/05/nagpur-soya-idINL4N0PG03Z20140705

Nagpur Soybean, Soyoil, Soymeal Open-July 5

http://www.bloomberg.com/news/2014-06-30/corn-heads-for-biggest-drop-since-august-on-bigger-supply.html

Corn Futures Post Biggest Drop in Year as Soybeans Plunge

10TAFL & GRAN Empty Re: TAFL & GRAN Mon Jul 14, 2014 5:47 pm

Aubrey Perera


Vice President - Equity Analytics
Vice President - Equity Analytics
Gran looking strong now. bt December if profits improve . TAFL can easily clear 80 and Gran 60. GL

11TAFL & GRAN Empty Re: TAFL & GRAN Wed Sep 10, 2014 9:05 am

Stefan


Senior Equity Analytic
Senior Equity Analytic
Soybean and Corn prices are falling continuously. Will we see an improvement in the earnings of Gran, Tafl and Bfl from this quarter. Are imports of grain restricted, I do not see much interest in poultry shares.

12TAFL & GRAN Empty Re: TAFL & GRAN Wed Sep 10, 2014 10:58 am

VALUEPICK

VALUEPICK
Expert
Expert
@Stefan wrote:Soybean and Corn prices are falling continuously. Will we see an improvement in the earnings of Gran, Tafl and Bfl from this quarter. Are imports of grain restricted, I do not see much interest in poultry shares.

We need to study local maize market outlook as well. YALA harvest season has just started and we can reasonably expect lower grain prices. In addition rain has reported in grain producing areas. Therefore we can expect good MAHA season harvest as well. As a result of this profits should improve in poultry related companies in the coming quarters. In addition we need to study new development in the poultry industry in Sri-Lanka including capacity for poultry industry when we see over 2 million tourists annually. Good luck

13TAFL & GRAN Empty Re: TAFL & GRAN Wed Sep 10, 2014 5:40 pm

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
facts are been stated good post ! good work guys ! now is the time to buy and sell when GRAN hits rs 70 ! TAFL 80 and BFL 200 !

14TAFL & GRAN Empty Re: TAFL & GRAN Thu Oct 30, 2014 5:45 am

VALUEPICK

VALUEPICK
Expert
Expert
During last couple of quarters  there were meat rally in global stocks markets and even they outperformed boarder market. Meat rally is due in Sri-Lankan bourse due to expected favourable industry prospects and current major uptrend. Poultry(meat) sector also should adjust next according to the market uptrend.  Good luck!

15TAFL & GRAN Empty Re: TAFL & GRAN Thu Oct 30, 2014 11:30 am

Stop Loss

Stop Loss
Equity Analytic
Equity Analytic
Thank you for your valuable insights, Hawk Eye and Valuepick.

Renewed interest on GRAN today. cheers

16TAFL & GRAN Empty Re: TAFL & GRAN Sun Nov 02, 2014 9:12 pm

kassachandi


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
BFL is far better than gran and tafl

17TAFL & GRAN Empty Re: TAFL & GRAN Fri May 22, 2015 12:51 pm

VALUEPICK

VALUEPICK
Expert
Expert
@VALUEPICK wrote:"TAFL is one of the stocks which maintain uptrend along with broader market. If market conditions become weak this stock too will become weak in the short run.
It is true that TAFL is confident of their growth. They have better production planning and efficient cost control systems now. This quarter definitely they should make good profits when compare with corresponding last year. It is not the question about looking for one quarter profit and share prices. We should find answer to the following questions?  How are they are going to develop their business in the mid and long term. Are they going to expand their export market further? Are they going to benefit from lower grain prices in the coming quarter and years? Are they going to have bigger market share in the future? How are they going to cope up with increased demand for poultry products from hotels in the coming years? Are they have plan to expand their businesses? They had good earnings even during weak business environment. Therefore they will make more profits in a favourable business environment. Remember current rain will increase grain harvest in the coming YALA season. Global grain prices are going to fall further and Corn has entered into bear market now. Even soya bean prices are falling rapidly now. I believe they will have favourable business environment in the coming quarters and years. Even in the current year it is going to have record tourist numbers. If we can find that this company is going to become fast grower then we will have some great opportunities. Finally when TAFL expand GRAN too will benefit.

http://www.bloomberg.com/news/2014-07-03/corn-nears-bear-market-on-outlook-for-biggest-ever-u-s-harvest.html
corn Futures Enter Bear Market on Rising U.S. Stockpiles

http://in.reuters.com/article/2014/07/05/nagpur-soya-idINL4N0PG03Z20140705

Nagpur Soybean, Soyoil, Soymeal Open-July 5

http://www.bloomberg.com/news/2014-06-30/corn-heads-for-biggest-drop-since-august-on-bigger-supply.html

Corn Futures Post Biggest Drop in Year as Soybeans Plunge"


It is time to study great opportunity in poultry group in Sri-Lanka.

Good luck!


18TAFL & GRAN Empty Re: TAFL & GRAN Sat May 23, 2015 4:45 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
any prediction about BFL Financials

19TAFL & GRAN Empty Re: TAFL & GRAN Sat May 23, 2015 11:04 pm

Teller

Teller
Moderator
Moderator
BFL Financials will be good but profit margin will not be much like 2009-11, how ever dont forget that 14,000 new poultry farmers in the market after war ending from 2009. Divi neguma and some funds granted to develop this industry all over the island including North,North East ,specially.


_________________




Teller said is said..

20TAFL & GRAN Empty Re: TAFL & GRAN Tue Jun 02, 2015 3:28 pm

VALUEPICK

VALUEPICK
Expert
Expert
BFL also has announced surprised quarterly EPS closer to 6. Poultry industry has recovered strongly. On top of that they declared attractive dividend as well. Globally egg prices are soaring due to short supply. According to global industry analysts there could be huge shortage in poultry meat and Eggs in 2016 and 2017 due to new development in the global poultry world. Egg prices have hit a record high. Global egg and poultry supply will go down further. There are great demand for egg and other poultry products globally. I believe poultry group should produce above average results in the coming quarters due to lower feed cost and strong demand from locally as well as from regional countries. Global protein demand will increase in the coming years. Poultry will show the biggest increase in demand, followed by eggs, with seafood and beef having the lowest increase in demand.
 
Both TAFL and BFL will be become very attractive not only on the basis of forward P/E ratio but also on the basis of other ratios such as peg ratio and ROE. There are listed golden eggs globally. TAFL could become golden egg in the Sri-Lankan market due to strong outlook locally as well as internationally. Higher earnings for TAFL mean higher earnings for GRAN as well.

Sponsored content


Back to top  Message [Page 1 of 2]

Go to page : 1, 2  Next

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