Tkyo results 30092014 out

glad · 1 Tkyo results 30092014 out Thu Nov 13, 2014 5:18 pm

glad

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EPS accu.6mnths -3.53
3mnths - 1.93

opfdo · 2 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:20 pm

opfdo

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http://www.cse.lk/cmt/upload_report_file/688_1415875205767.pdf

no improvement

Balanced_Views · 3 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:26 pm

Balanced_Views

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glad wrote:EPS accu.6mnths -3.53
3mnths - 1.93

Good performance. EPS up by 4%. Not bad at all. Share will continue to go up

SM2014 · 4 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:29 pm

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Balanced_Views wrote:

glad wrote:EPS accu.6mnths -3.53
3mnths - 1.93

Good performance. EPS up by 4% . Not bad at all. Share will continue to go up

Not up it is down by 4% (Cumulative). Maintain the profit

Last edited by SM2014 on Thu Nov 13, 2014 5:32 pm; edited 1 time in total

opfdo · 5 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:31 pm

opfdo

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Balanced_Views wrote:

glad wrote:EPS accu.6mnths -3.53
3mnths - 1.93

Good performance. EPS up by 4%. Not bad at all. Share will continue to go up

is this a balanced view ?

4% up for Quarter comparison,

-4% when compare to last year same qt

realstock · 6 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:33 pm

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this is the time to exit

Balanced_Views · 7 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:34 pm

Balanced_Views

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SM2014 wrote:

Balanced_Views wrote:

glad wrote:EPS accu.6mnths -3.53
3mnths - 1.93

Good performance. EPS up by 6% . Not bad at all. Share will continue to go up

Not up it is down by 4% (Cumulative). Maintain the profit

No its up by 6% - if you compare group profits YoY which is normally the way to analysis (compare Sep 2014 quarter to Sep 2013 quarter)

Overall good performance - PE of this share should be at 14. Now its at 9ish. So 40% upside

Last edited by Balanced_Views on Thu Nov 13, 2014 5:46 pm; edited 1 time in total

Balanced_Views · 8 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:34 pm

Balanced_Views

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realstock wrote:this is the time to exit

Nonsense. The results were ok. I feel it might move by 20% more at least in the short term

Balanced_Views · 9 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:38 pm

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opfdo wrote:

Balanced_Views wrote:

glad wrote:EPS accu.6mnths -3.53
3mnths - 1.93

Good performance. EPS up by 4%. Not bad at all. Share will continue to go up

is this a balanced view ?

4% up for Quarter comparison,

-4% when compare to last year same qt

You are looking at the 6 month performance, not quarter.

Last quarter was average (negative) but this quarter they have improved earnings. So this share might go up a LOT!

opfdo · 10 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:44 pm

opfdo

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Balanced_Views wrote:

opfdo wrote:

Balanced_Views wrote:

glad wrote:EPS accu.6mnths -3.53
3mnths - 1.93

Good performance. EPS up by 4%. Not bad at all. Share will continue to go up

is this a balanced view ?

4% up for Quarter comparison,

-4% when compare to last year same qt

You are looking at the 6 month performance, not quarter.

Last quarter was average (negative) but this quarter they have improved earnings. So this share might go up a LOT!

we can think on both way, but better to look at their improvement of the performance, eg - Turnover.....etc

Balanced_Views · 11 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:47 pm

Balanced_Views

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Yes so turnover has gone up!

Market R · 12 Re: Tkyo results 30092014 out Thu Nov 13, 2014 5:51 pm

Market R

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Anyone notised Smile

OTARA on top 20 list
she have 688,672 shares 0.31%

Balanced_Views · 13 Re: Tkyo results 30092014 out Thu Nov 13, 2014 7:34 pm

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glad wrote:EPS accu.6mnths -3.53
3mnths - 1.93

Yes you are right = EPS per quarter is 1.93.

Annualize it = 1.93 * 4 = 7.72.

Now, even if the share price is 72, the PE ratio is (72/7.72) = 9.32!!!

Market PE is DOUBLE THAT (approx 18)

Even if TOKYO MOVES UP BY 100% (and reaches Rs 144), it ll still be at market PE levels.

This company pays good dividends too.