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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » AGSTAR PLC (AGST.N0000)

AGSTAR PLC (AGST.N0000)

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126AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Wed Feb 17, 2021 1:10 am

Mr. X


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@snandasiri wrote:
@Mr. X wrote:it's wise to collect today before the financials......

Make your own decision
Financial released.

super result from AGST

Quarter EPS is .61 (151% growth)
YTD EPS is Rs. 1.02 ( 203% Growth)

FWD EPS = 1.36 -> FWD P/E = 5.0X
TTM EPS = 0.92 -> TTM P/E = 7.43X

NAV = 10.43 -> PBV = 0.65

Sector P/E = 22.5X
Sector PBV = 2.6

Target price @ PE 10 = Rs. 13.6
Target price @ PE 14 = Rs. 19

Definitely above Rs. 10

if you haven't noticed.. there is a reversal of tax coming in next quarters with new tax amendments... note 7 says Rs. 79.8 mn PAT increase... So the real value is more than this.. it has to pass above Rs.11 once the down trend is over.

127AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Wed Mar 03, 2021 11:15 am

Mr. X


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Silent collection at 7.5...

128AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Mon Mar 15, 2021 9:36 am

Mr. X


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
AGSTAR PLC (AGST.N0000) - Page 6 118

geesura likes this post

129AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Mon Mar 15, 2021 10:21 am

Wickyz


Manager - Equity Analytics
Manager - Equity Analytics
Share promoter

Mr. Wayne likes this post

geesura dislikes this post

130AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Mon Mar 15, 2021 10:36 am

Mr. X


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Wickyz wrote:Share promoter


LOL.. that's what this forum for and that's what we all do here.... Inform the members regarding the company performance and discuss on that..

geesura likes this post

131AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Mon Mar 15, 2021 11:08 am

Wickyz


Manager - Equity Analytics
Manager - Equity Analytics
👌tongue

132AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Mon Mar 15, 2021 11:12 am

Mr. X

Mr. X
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Wickyz wrote:👌tongue

Are you the guy collecting 400,000 @ 7.10 today... ???
and dont want a price hike until the collection is over... Laughing Laughing

133AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Mon Mar 15, 2021 11:15 am

Wickyz


Manager - Equity Analytics
Manager - Equity Analytics
Yes yes its me

Mr. X likes this post

134AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Mon Mar 15, 2021 1:48 pm

snandasiri

snandasiri
Manager - Equity Analytics
Manager - Equity Analytics
@Wickyz wrote:Yes yes its me
 I was waiting to collect some more below 7. Collected some in 7.20 to 7.40 range.

135AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Fri Apr 30, 2021 1:49 am

invest thinker

invest thinker
Manager - Equity Analytics
Manager - Equity Analytics
banning of imported fertilizer, how is impact to AGST?? i think, it may be Negative.

136AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Fri Apr 30, 2021 10:59 am

xhunter

xhunter
Moderator
Moderator
@invest thinker wrote:banning of imported fertilizer, how is impact to AGST?? i think, it may be Negative.

If this is implemented, definitely it will badly hit AGST.
almost all fertilizers are imported.
ERP (Eppawala rock phosphate) is the only fertilizer which is not imported AFAIK.

AGST,Baurs,CIC  agri buisness, Hayleys agriculture do the same buisness.
they import raw fertilizer
ex:
Urea,MOP,TSP,ammonium sulphate and blend them and produce NPK fertilizers with different ratios for different crops.

all these companies has their fully owned subsidies for agro chemicals (pesticides).
ex: AGST -> AgStar Cropcare (Private) Ltd
CIC - > CIC Crop Guard Pvt Ltd

so if this is implemented, not only fertilizer, pesticides also will not be imported. 
to get some idea about the gravity of the impact we have to find out figures that what kind of revenue and profit is generated through these sections for those holding companies.


But i doubt whether this is practical.
this is just a one example.
 in sri lanka we have more than 200,000 hectares cultivated tea.
when it is grown (after 5 years), this kind of blend will be used 27:4:13.
that means nitrogen (Urea)  content is high. any crop which harvest is leaves (ex: betel) that N content is very important. 
now this N content should be fed somehow (using compost)
two major problems, if they use 1MT of that chemical fertilizer, now they have to use 10MT of compost.
other problems is compost is not actually fertilizer. it is just organic parts, a plant can absorbs something is it should be in ions form. to absorb Nitrogen it should be NH4- or NO3-.
then the organic parts we added to soil should go with a transformation process to generate these ions. it is done by small warms and some micro lives live in the soil. 

but if we have been using chemical fertilizer for a long time, now the density of these important organisms is very low. that means it takes long time to complete this transformation process.

i don't how tea estate owners will manage this. 

sorry for the long answer, what i wanted to point out is, not only these companies, lot of other areas will face unpredictable issue. i have list of issues to mention, but this is enough to get a rough idea,

Mr. X likes this post

137AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Fri Apr 30, 2021 11:40 am

manaranga


Stock Analytic
Stock Analytic
@xhunter wrote:
@invest thinker wrote:banning of imported fertilizer, how is impact to AGST?? i think, it may be Negative.

If this is implemented, definitely it will badly hit AGST.
almost all fertilizers are imported.
ERP (Eppawala rock phosphate) is the only fertilizer which is not imported AFAIK.

AGST,Baurs,CIC  agri buisness, Hayleys agriculture do the same buisness.
they import raw fertilizer
ex:
Urea,MOP,TSP,ammonium sulphate and blend them and produce NPK fertilizers with different ratios for different crops.

all these companies has their fully owned subsidies for agro chemicals (pesticides).
ex: AGST -> AgStar Cropcare (Private) Ltd
CIC - > CIC Crop Guard Pvt Ltd

so if this is implemented, not only fertilizer, pesticides also will not be imported. 
to get some idea about the gravity of the impact we have to find out figures that what kind of revenue and profit is generated through these sections for those holding companies.


But i doubt whether this is practical.
this is just a one example.
 in sri lanka we have more than 200,000 hectares cultivated tea.
when it is grown (after 5 years), this kind of blend will be used 27:4:13.
that means nitrogen (Urea)  content is high. any crop which harvest is leaves (ex: betel) that N content is very important. 
now this N content should be fed somehow (using compost)
two major problems, if they use 1MT of that chemical fertilizer, now they have to use 10MT of compost.
other problems is compost is not actually fertilizer. it is just organic parts, a plant can absorbs something is it should be in ions form. to absorb Nitrogen it should be NH4- or NO3-.
then the organic parts we added to soil should go with a transformation process to generate these ions. it is done by small warms and some micro lives live in the soil. 

but if we have been using chemical fertilizer for a long time, now the density of these important organisms is very low. that means it takes long time to complete this transformation process.

i don't how tea estate owners will manage this. 

sorry for the long answer, what i wanted to point out is, not only these companies, lot of other areas will face unpredictable issue. i have list of issues to mention, but this is enough to get a rough idea,
Your analysis is 95% correct, yet you need to get more insight on the word "Chemical"

138AGSTAR PLC (AGST.N0000) - Page 6 Empty Re: AGSTAR PLC (AGST.N0000) Thu Jun 03, 2021 10:58 am

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
Good results out....

https://cdn.cse.lk/cmt/upload_report_file/1121_1622634030880.pdf

Sponsored content


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