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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » List of shares worth holding!

List of shares worth holding!

Go down  Message [Page 1 of 1]

1List of shares worth holding! Empty List of shares worth holding! Mon Jan 24, 2011 6:43 pm

Avril

Avril
Equity Analytic
Equity Analytic
Aitken Spence
The booming Sri Lankan tourism industry and recovering Maldivian sector earnings would strengthen the bottom line of the company. The expanding Strategic Investments and Services sectors would further enhance and sustain the earnings growth in future.

Asian Hotels
Backed by growing tourist influx and revival in the hospitality sector (where the company holds 40% of the city 5 star room supply) coupled with the holding company’s real estate portfolio in prime locations in Colombo AHPL is stand to benefit significantly.

Ait. Spence Hotel
AHUN would benefit immensely from the local tourism boom with 09 properties in all strategic locations in the island which are upgraded. Also it plans to build new hotels in Down South, Jaffna and Trincomalee in the near future. In addition, its presence in the Maldives, India and Middle East would further strengthen the earnings with the recovery of the global tourism lull.

Colombo Dockyard
Colombo Dockyard exhibited robust earnings growth during the year on the back of increased ship building activity and increased contribution from heavy engineering segment. However the shipping industry has not fully recovered from the recession and thereby ship repairing work will be reduced in the coming year. DOCK expects to deliver 4 ships during the year 2010 and to double the income from heavy engineering activities by contributing to the national infrastructure development projects. Further the strategic move to off-shore engineering work has started paying back. Therefore we believe that DOCK will sustain the earnings growth in the future.

Distilleries
Despite the temporary setback caused by the Supreme Court ruling on SLIC we believe future prospects for DIST are promising, given the sustained growth in the beverage sector and with the purchase consideration for SLIC being paid (LKR 6.05 bn) provides the company the opportunity to capitalize on future lucrative investment opportunities. Further the group recently ventured into the genral insurance business with an initial investment of LKR500 mn and into a 4MW hydro power plant with an investment of LKR750 mn.

Lion Brewery
After recording a phenomenal performance in FY2010, LION’s future performance would augur with the positive potential outlay for the beer market predominantly coming from the tourist influx, overall increasing level of recreation activity and the incremental contribution from the North and East markets. The Indian venture (22.5% stake by LION) is to add value to LION’s bottom line in the medium-long term due to the long term nature of the investment.

Hemas Holdings
Revived FMCG sector, consistent earnings from the Pharmaceutical and Power segments would support group earnings. Further, the thus far underperforming leisure arm with 3 hotels would begin to strengthen the bottom line from 2010 onwards.

Hatton National Bank
Banking sector earnings are expected to be robust with interest margins of around 4.5% to be maintained in 2010E. Whilst HNB which has a relatively larger retail deposit base is projected to enjoy higher interest spreads and would also benefit from the growth in SME lending.

John Keells
Consistent performance of South Asia Gateway Terminals coupled with earnings from the much anticipated revival of the city and resort hotels. Further, with the North and East entirely opening up and the expected revival in the economy the consumer food and financial services sectors would strengthen group earnings. Furthermore, acting as a proxy to the market and due to continuous foreign interest on the counter JKH has further upside.

Royal Ceramics
A reconstruction boom in the North and East would drum up the overall economic growth whilst RCL would strongly benefit from the growing demand in the Western and Southern provinces. Further, with the local tourism expected to rebound hotel capacity building would prompt additional demand for highly quality tiles. Further, cost rationalising process in the factories and value added product manufacturing would strengthen company earnings.

Sampath Bank
Sampath Bank (SAMP) is well positioned to take advantage of this up trend in the banking sector with an island wide branch network of 149 and LKR171.4 bn asset base (which makes them the 3rd largest private commercial bank in the country). SAMP has an interest margin of 5.3% which is relatively higher compared to its peers. SAMP has been able to enjoy a higher interest margin because its focus is more on retail consumer base rather than corporate client base.

2List of shares worth holding! Empty Re: List of shares worth holding! Tue Jan 25, 2011 1:51 pm

Monster

Monster
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
We should hold motor sector shares UML and DIMO. UML has released a strong 3Q financial report, which gives an EPS of Rs5.4. Its 9-mth profits are Rs556 mn (9-mth EPS of Rs8.3).

I am expecting similar growth in DIMO too. Similarly TYRE and LLUB should do well in this quarter.

3List of shares worth holding! Empty Re: List of shares worth holding! Thu Jan 27, 2011 2:46 am

Steve


Stock Trader
@Monster wrote:We should hold motor sector shares UML and DIMO. UML has released a strong 3Q financial report, which gives an EPS of Rs5.4. Its 9-mth profits are Rs556 mn (9-mth EPS of Rs8.3).

I am expecting similar growth in DIMO too. Similarly TYRE and LLUB should do well in this quarter.

Hi I just discovered this site. So a newbie, Smile

I'm expecting much more from Dimo. My estimates (based on actual sales figures) make it a phenomenal year. Will easily over-shadow UML's performance. And it could sustain this provided there's no reversal in import taxes on vehicles.
If you are looking at a quarterly window, I would still say it's a BUY. My conservative estimate is an EPS of close upon Rs. 200/- for the FY ending Mar 2011. Do the math. Wink

The only obstacle for the stock to reflect it's true value once results are released, is it's high market price that understandably puts off many investors. But commons sense tells us that a dilution is imminent if the board (conservative as they could be) wants their stock to reflect the company's worth. I believe the patient investor will reap a massive return.

4List of shares worth holding! Empty Re: List of shares worth holding! Sun Jan 30, 2011 8:26 am

Gaja


Associate Director - Equity Analytics
Associate Director - Equity Analytics
I Think following shares also worth holding for some period

01) LLUB - Frequent Dividend and Continuous appreciation in their Value ( Capital Gains )

There are some stocks need to be added to this list will do in the night

5List of shares worth holding! Empty Re: List of shares worth holding! Sun Jan 30, 2011 10:01 am

tubal


Vice President - Equity Analytics
Vice President - Equity Analytics
@Steve wrote:If you are looking at a quarterly window, I would still say it's a BUY. My conservative estimate is an EPS of close upon Rs. 200/- for the FY ending Mar 2011. Do the math. Wink

The only obstacle for the stock to reflect it's true value once results are released, is it's high market price that understandably puts off many investors. But commons sense tells us that a dilution is imminent if the board (conservative as they could be) wants their stock to reflect the company's worth. I believe the patient investor will reap a massive return.

EPS of 200? don't you think that estimate is a bit on the high side? Prove me wrong and I would be delighted (I am sitting on a few of these. I too had trouble collecting cause the price per share is so high).

6List of shares worth holding! Empty Re: List of shares worth holding! Sun Jan 30, 2011 5:46 pm

econ

econ
Global Moderator
above all are very good in long term.. but i do not think they will increase their price soon unless some foreign funds or EPS funds enter the market. current stock market are driven by retailers with the support of broker companies..their target is small/low priced companies.

7List of shares worth holding! Empty Re: List of shares worth holding! Wed Oct 05, 2011 8:37 pm

cweerakoon


Equity Analytic
Equity Analytic
Predictions are bound to get wrong! Most of these are stagnating after 10 months!

8List of shares worth holding! Empty Re: List of shares worth holding! Wed Oct 05, 2011 9:23 pm

Monster

Monster
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@Steve wrote:
@Monster wrote:We should hold motor sector shares UML and DIMO. UML has released a strong 3Q financial report, which gives an EPS of Rs5.4. Its 9-mth profits are Rs556 mn (9-mth EPS of Rs8.3).

I am expecting similar growth in DIMO too. Similarly TYRE and LLUB should do well in this quarter.

Hi I just discovered this site. So a newbie, Smile

I'm expecting much more from Dimo. My estimates (based on actual sales figures) make it a phenomenal year. Will easily over-shadow UML's performance. And it could sustain this provided there's no reversal in import taxes on vehicles.
If you are looking at a quarterly window, I would still say it's a BUY. My conservative estimate is an EPS of close upon Rs. 200/- for the FY ending Mar 2011. Do the math. Wink

The only obstacle for the stock to reflect it's true value once results are released, is it's high market price that understandably puts off many investors. But commons sense tells us that a dilution is imminent if the board (conservative as they could be) wants their stock to reflect the company's worth. I believe the patient investor will reap a massive return.
Steve, you have commented in early stage of this forum. But I didn't see any comments from you after that.

BTW, you have estimated DIMO will produce Rs 200/- in FY2011. You were correct. It has produced Rs 239.03 in FY2011. But look at the situation now. Still this share is stagnated while all the crap shares are hitting the roof. This is the sad situation in CSE these days.

9List of shares worth holding! Empty Re: List of shares worth holding! Wed Oct 05, 2011 9:25 pm

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics
@tubal wrote:
@Steve wrote:If you are looking at a quarterly window, I would still say it's a BUY. My conservative estimate is an EPS of close upon Rs. 200/- for the FY ending Mar 2011. Do the math. Wink

The only obstacle for the stock to reflect it's true value once results are released, is it's high market price that understandably puts off many investors. But commons sense tells us that a dilution is imminent if the board (conservative as they could be) wants their stock to reflect the company's worth. I believe the patient investor will reap a massive return.

EPS of 200? don't you think that estimate is a bit on the high side? Prove me wrong and I would be delighted (I am sitting on a few of these. I too had trouble collecting cause the price per share is so high).

DIMO EPS 2010/2011 was Rs. 239.03 and for the Q 1 this year(2011/2012) was Rs.71.70 as per financials published. So we could expect EPS for current year around 250/- .(Just imagine the price is 1300/- so cheap.)

10List of shares worth holding! Empty Re: List of shares worth holding! Thu Oct 06, 2011 4:57 pm

amilaela

amilaela
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
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