AEL and MGT

stocker · 1 AEL and MGT Thu Oct 09, 2014 4:35 pm

stocker

Manager - Equity Analytics

Posts : 194
Equity Stars : 5098
Reputation : 3
Join date : 2011-03-01

Experts,

What do you all think about AEL and MGT?

:?:

Nuwan Samarawickrama · 2 Re: AEL and MGT Thu Oct 09, 2014 4:37 pm

Nuwan Samarawickrama

Assistant Vice President - Equity Analytics

Posts : 642
Equity Stars : 5376
Reputation : 11
Join date : 2014-09-01
Age : 41
Location : Colombo 14

Buy AEL

Bolinger · 3 Re: AEL and MGT Thu Oct 09, 2014 4:55 pm

Bolinger

Manager - Equity Analytics

Posts : 177
Equity Stars : 3738
Reputation : 7
Join date : 2014-10-08
Age : 49
Location : Battaramulla

There are no doubts on AEL. little bit of selling came for last 2 days, and again it cleared those and started the next run.
Definitely this will be a gem of share with lot more to explore.

MGT - it started from 16 , and cross 20. lot of selling pressure.
Dont getting to this now. not a focus share at the moment.

Fairtrade · 4 Re: AEL and MGT Thu Oct 09, 2014 5:18 pm

Fairtrade

Manager - Equity Analytics

Posts : 242
Equity Stars : 3776
Reputation : 4
Join date : 2014-09-16
Location : Nugegoda

AEL
NAV = 15.46
Annualised EPS = 0.54*4 = 2.16
Trading price = 32.70
P/E = 15
2.11 times of NAV

KAPI
NAV = 47.84
Annualised EPS = 9.84 (say 7.00 since result are not consistent
Trading at = 57.20
P/E = 8 times
1.2 times of NAV

If KAPI based on AEL trading parameters, should be
15*7 = 105
2.11*47 = 99

Why KAPI is not in line with the peers in the same industry

Dr Stock · 5 Re: AEL and MGT Thu Oct 09, 2014 8:53 pm

Dr Stock

Co-Admin

Posts : 350
Equity Stars : 9950
Reputation : 16
Join date : 2014-08-05

AEL is a really good share.
But MGT is a loss making company.
Few weeks ago there were lot of MGT promoters.
Every body vanished with the falling price .
Just go through 5 year history of MGT in a financial report.

Bolinger · 6 Re: AEL and MGT Thu Oct 09, 2014 9:04 pm

Bolinger

Manager - Equity Analytics

Posts : 177
Equity Stars : 3738
Reputation : 7
Join date : 2014-10-08
Age : 49
Location : Battaramulla

Agree. I dont see the fundamental value for MGt to cross the next bridges.

indi009 · 7 Re: AEL and MGT Thu Oct 09, 2014 9:09 pm

indi009

Senior Manager - Equity Analytics

Posts : 447
Equity Stars : 4783
Reputation : 10
Join date : 2012-09-16

Dr Stock wrote:AEL is a really good share.
But MGT is a loss making company.
Few weeks ago there were lot of MGT promoters.
Every body vanished with the falling price .
Just go through 5 year history of MGT in a financial report.

Since you mentioned MGT is a loss making company, but I don't understand why,
Ceylon Guardian
Ceylon Investments
ETF
MAS
The Ceylon Chamber of Commerce
HNB (Retirement Pension Fund)
NSB

why they all have bought MGT??????????????????????? Infact they are in the top 20 shareholders list........ Shocked

Dr Stock · 8 Re: AEL and MGT Thu Oct 09, 2014 9:18 pm

Dr Stock

Co-Admin

Posts : 350
Equity Stars : 9950
Reputation : 16
Join date : 2014-08-05

I dont know about the future Im speaking about past with solid evidence.
irrespective of big names in the 20 main share holders they made losses continously.

I went through their financial statements n for 4 years things are getting nastier.

ddrperera · 9 Re: AEL and MGT Thu Oct 09, 2014 9:20 pm

ddrperera

Vice President - Equity Analytics

Posts : 1029
Equity Stars : 7232
Reputation : 22
Join date : 2011-07-13
Age : 38

indi009 wrote:

Dr Stock wrote:AEL is a really good share.
But MGT is a loss making company.
Few weeks ago there were lot of MGT promoters.
Every body vanished with the falling price .
Just go through 5 year history of MGT in a financial report.

Since you mentioned MGT is a loss making company, but I don't understand why,
Ceylon Guardian
Ceylon Investments
ETF
MAS
The Ceylon Chamber of Commerce
HNB (Retirement Pension Fund)
NSB

why they all have bought MGT??????????????????????? Infact they are in the top 20 shareholders list........

some people challenge to TJL....wt happen now...

Dr Stock · 10 Re: AEL and MGT Thu Oct 09, 2014 9:24 pm

Dr Stock

Co-Admin

Posts : 350
Equity Stars : 9950
Reputation : 16
Join date : 2014-08-05

Yes ddrperera i remember that TJL vs MGT battle.
here is a post from that.
EPS and NAV of MGT.

Dr Stock wrote:

Dr Stock wrote:I also dont see strong financials in MGT.
The price hike may be news driven or manipulation.

If we study the last 4 years of the company,
EPS is a minus value.('loss)
Loss is reducing, thats true.
NAV decreasing annualy.

So how it beat TJL ?

NAV in USD EPS in USD
2011 0.33 (0.11)
2012 0.17 (0.12)
2013 0.08 (0.03)
2014 0.07 (0.01)

Those who promote MGT please explain.
Todays loosers can be tomorrow winnwers !

ddrperera · 11 Re: AEL and MGT Thu Oct 09, 2014 9:38 pm

ddrperera

Vice President - Equity Analytics

Posts : 1029
Equity Stars : 7232
Reputation : 22
Join date : 2011-07-13
Age : 38

Dr Stock wrote:Yes ddrperera i remember that TJL vs MGT battle.
here is a post from that.
EPS and NAV of MGT.

Dr Stock wrote:

Dr Stock wrote:I also dont see strong financials in MGT.
The price hike may be news driven or manipulation.

If we study the last 4 years of the company,
EPS is a minus value.('loss)
Loss is reducing, thats true.
NAV decreasing annualy.

So how it beat TJL ?

NAV in USD EPS in USD
2011 0.33 (0.11)
2012 0.17 (0.12)
2013 0.08 (0.03)
2014 0.07 (0.01)

Those who promote MGT please explain.
Todays loosers can be tomorrow winnwers !