CENTRAL INDUSTRIES PLC (CIND.N0000)

Bid Notice Published on Daily News on 12th January 2022

https://drive.google.com/file/d/1I1hqYcbKjt9Puwihy24KA95gx0Z1ktmC/view?usp=drivesdk

There are many short term target prices around 450. As a long term investment perspective ,What would be the ultimate value of CIND?

CIND is a another Gem..

Easily will record 40 EPS for 2021/22.. Good share and there is a speculation for a possible split too.. 

It should trade per with KCAB..

There are massive gap in the PVC market due to import restrictions. Local manufacturers can only supply 60% of total requirement.

CIND has seen investing heavily on capacity expansion in the both PVC & Electrical segments through out last year.

CIND will record 10Bn+ revenue & 1.5Bn+ earnings here on mainly due to “Water for All” initiative (without considering any revenue generation through Port City development project)

CIND.N is highly undervalued at currant prices(just carring 4-5 Bn market valuation ) and need go pass 20Bn valuations before adjusting its fair value.Then you need to account PortCity development as well.

*The market will realize these developments next few quarters and price will be adjust accordingly*

Thanks @bkasun @LHW , this was really helpful. Hope it will be a multibagger stock as you analyzed.
Cind is one of my LT investments, wont think of selling any time sooner.

නව ප්‍රජා ජල ව්‍යාපෘති දහසක් එක් දිනයක දී ජනතා අයිතියට

2019 මෙම ජල සම්පාදන අමාත්‍යාංශයේ කටයුතු අපි භාරගන්නා අවස්ථාවේ අපේ රටේ පානීය ජලය නල මාර්ගයෙන් ලැබුනේ ජනතාවට 53.7% කට. තවත් 46.3% කට ලබාදිය යුතුව තිබෙන වේලාවක සෞභාග්‍යය දැක්ම ප්‍රධාන පොරොන්දු අතරේ සැමට පානීය ජලය ලබාදීමේ වගකීම අප විසින් ඉටුකරන බවට රටේ ජනතාවට පොරොන්දුවක් දුන්නා. ඒ වගේම ඒ පොරොන්දුව ඉෂ්ට සිද්ධ කරන්නට අපේ වාසුදේව නානායක්කාර මැතිතුමාගේ නායකත්වය තුළ අපට අද වගකීමක් පවරලා තියෙනවා. ඒ සඳහා අපි මහ දැවැන්ත වැඩ කොටසක් රට පුරාම පානීය ජල අමාත්‍යාංශයෙන් ඉෂ්ට සිද්ධ කරමින් ඉන්නවා. අපිට ඉලක්කයක් දුන්නා වගේම වැඩ කරන්න පුළුවන් අති දැවැන්ත මුදල් සම්භාරයක් අප වෙත ප්‍රධානය කරලා තියෙනවා. එහි ප්‍රතිඵලයක් ලෙස අපි වේගයෙන් පානීය ජලය ලබාදෙමින් යනවා. අපි හරියටම ගණනය නොකෙරුවත් මේ වෙනකොට 60% ප්‍රමාණය ඉක්මවලා තියෙන්නේ පානීය ජලය ලබාදීම සඳහා. ඒ විතරක් නෙමේ 75% සීමාව ඉක්මවන්න අවශ්‍ය කරන ව්‍යාපෘති වලට මුල්ගල තියලා කොන්ත්‍රාත් ප්‍රදානය කරලා වැඩ ආරම්භ කරලා තිබෙනවා යැයි ද රාජ්‍ය අමාත්‍යතුමන් පැවසීය.

http://ebis.waterboard.lk/documentation/It/New%20Water%20Projects/%E0%B6%B1%E0%B7%80%20%E0%B6%B4%E0%B7%8A_%E0%B6%BB%E0%B6%A2%E0%B7%8F%20%E0%B6%A2%E0%B6%BD%20%E0%B7%80%E0%B7%8A_%E0%B6%BA%E0%B7%8F%E0%B6%B4%E0%B7%98%E0%B6%AD%E0%B7%92%20%E0%B6%AF%E0%B7%84%E0%B7%83%E0%B6%9A%E0%B7%8A%20%E0%B6%91%E0%B6%9A%E0%B7%8A%20%E0%B6%AF%E0%B7%92%E0%B6%B1%E0%B6%BA%E0%B6%9A%20%E0%B6%AF%E0%B7%93%20%E0%B6%A2%E0%B6%B1%E0%B6%AD%E0%B7%8F%20%E0%B6%85%E0%B6%BA%E0%B7%92%E0%B6%AD%E0%B7%92%E0%B6%BA%E0%B6%A7.docx

Activated.. As mentioned earlier Rs. 400 on the card.

Still long way to go.. Collect and hold..

These kind of shares cannot be suppressed so long.. True value will emerge..

*2025 සැමට පානීය ජලය ලබාදීමේ ජාතික සැලැස්ම යටතේ පසුගිය 2021 වර්ෂය සඳහා නව ජල සම්බන්ධතා ලබා දීමේ ඉලක්කය අභිබවමින් ජාතික ජල සම්පාදන හා ජලාපවාහන මණ්ඩලය වාර්තාගත ඉලක්කයකට ළඟා වී ඇත.
"2021 වර්ෂය සඳහා ඉලක්කගත නව ජල සම්බන්ධතා සංඛ්‍යාව 183,044 කි. නමුත් එය අභිබවා 2,00,244ක ඉලක්කයක් සපුරා ගැනීමට ජල සම්පාදන මණ්ඩලය සමත් වී ඇත.

* 2022 වර්ෂයේදී නව ජල සම්බන්ධතා - 380,709

http://www.waterboard.lk/web/index.php?option=com_content&view=article&id=760:2lakhs&catid=15&Itemid=196&lang=en

Central Industries
CIND.N0000
Share Price 7 Day 1 Year
245.75. 15.9% 93.8%


Investor sentiment improved over the past week.

After last week's 16% share price gain to LK₨246, the stock trades at a trailing P/E ratio of 10.1x.

Average trailing P/E is 9x in the Building industry in Sri Lanka.

Total returns to shareholders of 991% over the past three years

Bid Notice Published on Daily News on 02nd February 2022

https://drive.google.com/file/d/1V2oVK3LPiWignjtzMQxMj9IGv0fDD2H2/view?usp=drivesdk

Bid Notice Published on Daily News on 09th February 2022

https://drive.google.com/file/d/1Vzg18I8ezis0HSY3URGWvr1CymwZPwHJ/view?usp=drivesdk

Bid Notice Published on Daily News on 02nd March 2022

https://drive.google.com/file/d/18kK4MVG2DxTHN2FsMVyI_IfUg3701VAy/view

In the Kandy City Waste Water Management Project, Japan is developing a sewage collection and treatment system, as well as sanitation facilities such as public toilets in impoverished residential areas through a yen loan of approximately 14 billion yen (Rs. 24.5 billion)

http://www.colombopage.com/archive_22A/Feb25_1645765817CH.php

Bid Notice Published on Daily News on 09th March 2022
https://drive.google.com/file/d/1QqbtISfKJaHWmt_TDJaXkLF4Zbk4GVN5/view?usp=drivesdk

Bid Notice Published on Daily News on 16th March 2022
https://drive.google.com/file/d/12sfeWX5UYip-Bz3XNSptygmEEV6LdqY0/view?usp=drivesdk

Bid Notice Published on Daily News on 23th March 2022
https://drive.google.com/file/d/1lozF0Lo50xBAm1IgVl-e3COXHbC2jXu7/view?usp=drivesdk

Bid Notice Published on Daily News on 30th March 2022
https://drive.google.com/file/d/1ohceYzkcuP4FiBkkgVZdch-SVjuOQY5T/view?usp=drivesdk

Bid Notice Published on Daily News on 06th April 2022
https://drive.google.com/file/d/1p37dZEnq8CCmNEYDFxhmM5GhnKyXxW1f/view?usp=drivesdk

Bid Notice Published on Daily News on 20th April 2022
https://drive.google.com/file/d/1I-gwWNDQWnWeKOAGBl7DxA1Y6r6q-Zpf/view?usp=drivesdk

Bid Notice Published on Daily News on 27th April 2022
https://drive.google.com/file/d/1qLzNlxbcNvx3oSTs2dKtXbU9U2Nw66lF/view?usp=drivesdk

*Water projects will continue despite of economic crisis with the help of JAICA & World bank

http://www.colombopage.com/archive_22A/Mar22_1647969422CH.php

The opening ceremony of the summit was graced by Japan’s Emperor Naruhito and Empress Masako via video technology. Japanese Prime Minister Fumo Kishida, addressing the summit added that improving sanitation is extremely important in eradicating poverty and announced an initiative to help the Asia-Pacific region address water-related issues in which the Government of Japan committed Yen 500 billion (nearly US$ 4 billion) in aid to the region over the next five years.
http://www.dailynews.lk/2022/04/27/local/277756/sri-lanka-represented-fourth-asia-pacific-water-summit

Everything will depend on devep[olopmenst of 

present political situation

Bid Notice Published on Daily News on 04th May 2022
https://drive.google.com/file/d/1amO50HE3DuTjid5AVcBz2jGzWNNNQ1Kw/view?usp=drivesdk

Bid Notice Published on Daily News on 18th May 2022
https://drive.google.com/file/d/1pG_X_8V8DlLnDaQc9oWonOcY5PKrfy2H/view?usp=drivesdk

Bid Notice Published on Daily News on 25th May 2022
https://drive.google.com/file/d/1sq1qao1PC2yUaOiIkJW9nEidSeQlhQNu/view?usp=drivesdk

අවසන් අදියරේ පවතින ජල ව්‍යාපෘතිවල වැඩ කඩිනමින් නිම කර ජනතා අයිතියට පත් කිරීමට සැලසුම්

https://www.newsfirst.lk/sinhala/2022/06/16/%e0%b6%85%e0%b7%80%e0%b7%83%e0%b6%b1%e0%b7%8a-%e0%b6%85%e0%b6%af%e0%b7%92%e0%b6%ba%e0%b6%bb%e0%b7%9a-%e0%b6%b4%e0%b7%80%e0%b6%ad%e0%b7%92%e0%b6%b1-%e0%b6%a2%e0%b6%bd-%e0%b7%80%e0%b7%8a%e2%80%8d/?fbclid=IwAR08kmIhlLNMqmRJYDLZEU685kBamCKiaJdwdbPPQjP86IzQQS3s7Qb_Fnk

දේශීය සහ විදේශීය අරමුදල් යටතේ දැනට ක්‍රියාත්මක මහා, මධ්‍ය සහ සුළු පරිමාණ ජල ව්‍යාපෘති ගණන 2,337කි.

Bid Notice Published on Daily News on 15th June 2022
https://drive.google.com/file/d/1VPPgVwqEaRCOV5W1-8_1uJbY6k4-Ip8B/view?usp=drivesdk

*Plans afoot to expedite final stage water supply projects*
467,808 new water supply connections have been provided from 2019 to date and by 2025 the targeted total number of households will be 5,946,352. In order to provide clean drinking water to the people, the Department of National Community Water Supply has implemented 704 new village based community water supply projects

https://www.lankabusinessonline.com/plans-afoot-to-expedite-final-stage-water-supply-projects/?fbclid=IwAR0eQDuwzhrUfzQUYRYMmlY9dzJCZCfG5qDFgS9SDfCFj-jSPfi8-gH1NrA&amp=1

Bid Notice Published on Daily News on 22th June 2022
https://drive.google.com/file/d/1P6DtFv7YB1XbNgfoBVja7AqpPFmPhcjh/view?usp=drivesdk

Bid Notice Published on Daily News on 13th July 2022
https://drive.google.com/file/d/1XVq1PueVhj57W1se94OxudPLukl--xLz/view?usp=drivesdk

Bid Notice Published on Daily News on 20th July 2022
https://drive.google.com/file/d/1-bS__ZyABTVpDH04wMvyhszmZ6_DMzOM/view?usp=drivesdk

The move comes after water pipes and fittings were listed under the import controls gazetted last month, tanking the NWSDB’s plans to recommence *issuing new connections following funding by the Asian Development Bank (ADB) and assistance from the Central Bank of Sri Lanka (CBSL) to source dollars needed to import water meters for new customers.

https://www.themorning.lk/economic-crisis-new-water-connections-blocked-by-import-bans/

Central Industries
CIND.N0000
Share Price 7 Day 1 Year
92.40 32.4% 1.6%


Investor sentiment improved over the past week
After last week's 32% share price gain to LK₨92.40, the stock trades at a trailing P/E ratio of 4.9x.
Average trailing P/E is 4x in the Building industry in Sri Lanka.
Total returns to shareholders of 184% over the past three years.

52 week high - Rs 250
CIND will climb towards its glory days again

LHW wrote:The move comes after water pipes and fittings were listed under the import controls gazetted last month, tanking the NWSDB’s plans to recommence *issuing new connections following funding by the Asian Development Bank (ADB) and assistance from the Central Bank of Sri Lanka (CBSL) to source dollars needed to import water meters for new customers.

https://www.themorning.lk/economic-crisis-new-water-connections-blocked-by-import-bans/

ADB plans $ 14 b to ease food crisis, promote long-term food security in Asia-Pacific

The funding will be channelled through existing and new projects in sectors including farm inputs, food production and distribution, social protection, irrigation, and *water resources management*, as well as projects leveraging nature-based solutions. 

https://www.ft.lk/front-page/ADB-plans-14-b-to-ease-food-crisis-promote-long-term-food-security-in-Asia-Pacific/44-740328

CIND has just reported the best earnings in the history of the company
upside can be expected

Arrangements made to supply necessary provisions for projects under the ‘Water for All’ program 

http://www.colombopage.com/archive_22B/Nov02_1667406308CH.php


Bid Notice Published on Daily News on 16th November  2022
https://drive.google.com/file/d/1PIAjbgLYlSbQhdZ7ApWQ7ePuK1BNXnrZ/view?usp=drivesdk

Bid Notice Published on Daily News on 09th November  2022  
https://drive.google.com/file/d/1OE2nrBFuP445Pn75E5FNeqSJrgjru2N8/view?usp=drivesdk