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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Can you help to select 10 stocks for 1 years time with 30% return?

Can you help to select 10 stocks for 1 years time with 30% return?

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nnk


Equity Analytic
Equity Analytic
Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


SectorCompanyMPSPETarget price
3 months6 months9 months12 months
        
1Commercial BanksCOMB16712.27180192205217
2Commercial BanksSAMP2627.99282301321341
3Commercial BanksHNB2148.22230246262278
4Commercial BanksNTB98.68.62106113121128
5Development banksSDB1578.39169181192204
6Finance CFIN2607.15280299319338
7Finance LFIN1246.85133143152161
8Finance VFIN65.46.7570758085
9Finance PLC24.18.6126283031
10Insurance JINS19.67.7821232425
11Insurance AAIC18.510.3820212324
12Chieckn BFL17911.03192206219233
13Chieckn TAFL1229.59131140149159
14Chieckn GRAN81.912.948894100106
15ChemicalHAYC1777.86190204217230
16DiversifiedHAYL3309.07355380404429
17DiversifiedJKH17514.1188201214228
18DiversifiedVONE238.3225262830
19HealthcareASIR2115.7923242627
20HotelsRENU3505.89376403429455
21Investment trustRHL28.76.8431333537
22ManufacturingACL1085.85116124132140
23ManufacturingAPLA1455.99156167178189
24ManufacturingCIND1076.99115123131139
25ManufacturingKCAB1156.52124132141150
26ManufacturingCERA1316.24141151160170
27ManufacturingLWL1155.78124132141150
28ManufacturingRCL1225.35131140149159
29ManufacturingPARQ56.26.4760656973
30ManufacturingREG1928.63206221235250
31ManufacturingREXP2107.81226242257273
32ManufacturingTJL31.515.0734363941
33Motor companiesUML1067.52114122130138
34Power & EnergyVPEL9.18.1310101112
35Power & EnergyVLL10.511.3211121314
36Power & EnergyLGL4010.743464952

nis2010


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   
SectorCompanyMPSPETarget price
3 months6 months9 months12 months
        
1Commercial BanksCOMB16712.27180192205217
2Commercial BanksSAMP2627.99282301321341
3Commercial BanksHNB2148.22230246262278
4Commercial BanksNTB98.68.62106113121128
5Development banksSDB1578.39169181192204
6Finance CFIN2607.15280299319338
7Finance LFIN1246.85133143152161
8Finance VFIN65.46.7570758085
9Finance PLC24.18.6126283031
10Insurance JINS19.67.7821232425
11Insurance AAIC18.510.3820212324
12Chieckn BFL17911.03192206219233
13Chieckn TAFL1229.59131140149159
14Chieckn GRAN81.912.948894100106
15ChemicalHAYC1777.86190204217230
16DiversifiedHAYL3309.07355380404429
17DiversifiedJKH17514.1188201214228
18DiversifiedVONE238.3225262830
19HealthcareASIR2115.7923242627
20HotelsRENU3505.89376403429455
21Investment trustRHL28.76.8431333537
22ManufacturingACL1085.85116124132140
23ManufacturingAPLA1455.99156167178189
24ManufacturingCIND1076.99115123131139
25ManufacturingKCAB1156.52124132141150
26ManufacturingCERA1316.24141151160170
27ManufacturingLWL1155.78124132141150
28ManufacturingRCL1225.35131140149159
29ManufacturingPARQ56.26.4760656973
30ManufacturingREG1928.63206221235250
31ManufacturingREXP2107.81226242257273
32ManufacturingTJL31.515.0734363941
33Motor companiesUML1067.52114122130138
34Power & EnergyVPEL9.18.1310101112
35Power & EnergyVLL10.511.3211121314
36Power & EnergyLGL4010.743464952
not  an expert. as a new comer  i would like to keep LFIN ACL CIND SDB.  i'm really optimistic about  LFIN and ACL and  will give 30%+

VALUEPICK

VALUEPICK
Expert
Expert
NNK
 
Thank you so much for your list. What a fantastic list? I really like them. This is very carefully selected list and even some fund mangers won’t be able to pick like this. Besides, you have listed them at the correct time. It has everything except out of favour group. Out favour stocks also can give big return in bull markets. You already have identified some  wining groups in the market.  I don’t know which one to pick now? I will have to do some home work.
 
Fist we have to have some idea about each industry (group) and its outlook in the coming months, quarters and years. There are about eight groups. We can screen them and can bring down to four or five groups according to the order of strong outlook. From there we should pick stocks that we like most based on the value, forward P/E, Peg ratio, future earnings, momentum, individual strategy and other factors that we want to see.  

  • One option is pick one or two stocks in each category after doing some more home work. 
  • Add some defensive stocks as well to get some benefit from final stage of current bull market.

Good luck.

nnk


Equity Analytic
Equity Analytic
@nis2010 wrote:
@nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   
SectorCompanyMPSPETarget price
3 months6 months9 months12 months
        
1Commercial BanksCOMB16712.27180192205217
2Commercial BanksSAMP2627.99282301321341
3Commercial BanksHNB2148.22230246262278
4Commercial BanksNTB98.68.62106113121128
5Development banksSDB1578.39169181192204
6Finance CFIN2607.15280299319338
7Finance LFIN1246.85133143152161
8Finance VFIN65.46.7570758085
9Finance PLC24.18.6126283031
10Insurance JINS19.67.7821232425
11Insurance AAIC18.510.3820212324
12Chieckn BFL17911.03192206219233
13Chieckn TAFL1229.59131140149159
14Chieckn GRAN81.912.948894100106
15ChemicalHAYC1777.86190204217230
16DiversifiedHAYL3309.07355380404429
17DiversifiedJKH17514.1188201214228
18DiversifiedVONE238.3225262830
19HealthcareASIR2115.7923242627
20HotelsRENU3505.89376403429455
21Investment trustRHL28.76.8431333537
22ManufacturingACL1085.85116124132140
23ManufacturingAPLA1455.99156167178189
24ManufacturingCIND1076.99115123131139
25ManufacturingKCAB1156.52124132141150
26ManufacturingCERA1316.24141151160170
27ManufacturingLWL1155.78124132141150
28ManufacturingRCL1225.35131140149159
29ManufacturingPARQ56.26.4760656973
30ManufacturingREG1928.63206221235250
31ManufacturingREXP2107.81226242257273
32ManufacturingTJL31.515.0734363941
33Motor companiesUML1067.52114122130138
34Power & EnergyVPEL9.18.1310101112
35Power & EnergyVLL10.511.3211121314
36Power & EnergyLGL4010.743464952
not  an expert. as a new comer  i would like to keep LFIN ACL CIND SDB.  i'm really optimistic about  LFIN and ACL and  will give 30%+

Thanks nis2010. 
I also think both LFIN & ACL will give good return. But I don't have much idea about CIND.

SDB increased from 90 to this level. Will it reach 200 by the end of 1 year??

nnk


Equity Analytic
Equity Analytic
@VALUEPICK wrote:NNK
 
Thank you so much for your list. What a fantastic list? I really like them. This is very carefully selected list and even some fund mangers won’t be able to pick like this. Besides, you have listed them at the correct time. It has everything except out of favour group. Out favour stocks also can give big return in bull markets. You already have identified some  wining groups in the market.  I don’t know which one to pick now? I will have to do some home work.
 
Fist we have to have some idea about each industry (group) and its outlook in the coming months, quarters and years. There are about eight groups. We can screen them and can bring down to four or five groups according to the order of strong outlook. From there we should pick stocks that we like most based on the value, forward P/E, Peg ratio, future earnings, momentum, individual strategy and other factors that we want to see.  

  • One option is pick one or two stocks in each category after doing some more home work. 
  • Add some defensive stocks as well to get some benefit from final stage of current bull market.

Good luck.

Thanks for your valuable comment. Actually, since I am referring the Forum, it was easier to select these stocks. 

But only issue is doing further home work while fighting against time. 

What do you mean by Defensive stocks???

Invest_Wisely


Manager - Equity Analytics
Manager - Equity Analytics
At NNK add EXPO to the list....

fulltilt


Senior Equity Analytic
Senior Equity Analytic
NNK

This is a good list. However, with 1mn, I will not invest in 10 stocks. Max 5 in different sectors. If I were you, I would pick BFL, GRAN, REXP, TJL & AEL/KAPI.

BFL is going to give min 50% gains within next 3months due to poultry sector going well. GRAN too will benefit from this as well the Rs depreciation. Plus TAFL will declare a dividend that will have a positive impact on GRAN. GRAN will also give a min 30% return in next 3 months.

REXP is trading at a discount to PE and PB multiple. Rs depreciation will help the stock move up. Since its trading at a discount, over 1 year you can make a min 30% return.

TJL has recently bought two companies which will expand their top line and due to scale economies, their margins will improve. In addition to capacity addition, Rs depreciation will also help. If SL gets the GSP+, that news alone would push the share price up by 50%.

AEL or KAPI will be good as it represents the construction sector. Even though projects have been stopped it will commence soon. Main benefifiacry would be KAPI with AEL also get few projects. AEL has better PE multiple because of that i would bet on AEL. Min 30% return over 6 months.

Put 200k in the above 5 stocks.

Cheers

dimuthubasd


Senior Equity Analytic
Senior Equity Analytic
In above list also mentioned vone. What r ur ideas about that. It's not going up but down day by day. I have it as a long term investment. But it concerns me lot because of the value drop.

jayathu


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Samp 260
Lfin 122
Cins 1450
Dipp 138
Elpl 22
Plc 23
Hnb.x 162
Alpl 145
Acl 102
Aaic 18
Buy above stocks at these prices, be patient should be able to buy above stocks at above mentioned price.

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   
SectorCompanyMPSPETarget price
3 months6 months9 months12 months
        
1Commercial BanksCOMB16712.27180192205217
2Commercial BanksSAMP2627.99282301321341
3Commercial BanksHNB2148.22230246262278
4Commercial BanksNTB98.68.62106113121128
5Development banksSDB1578.39169181192204
6Finance CFIN2607.15280299319338
7Finance LFIN1246.85133143152161
8
Finance 
VFIN
65.4
6.75
70
75
80
85
9Finance PLC24.18.6126283031
10Insurance JINS19.67.7821232425
11Insurance 
AAIC
18.5
10.38
20
21
23
24
12Chieckn BFL17911.03192206219233
13Chieckn TAFL1229.59131140149159
14Chieckn GRAN81.912.948894100106
15ChemicalHAYC1777.86190204217230
16DiversifiedHAYL3309.07355380404429
17DiversifiedJKH17514.1188201214228
18Diversified
VONE
23
8.32
25
26
28
30
19HealthcareASIR2115.7923242627
20HotelsRENU3505.89376403429455
21Investment trustRHL28.76.8431333537
22Manufacturing
ACL
108
5.85
116
124
132
140
23ManufacturingAPLA1455.99156167178189
24Manufacturing
CIND
107
6.99
115
123
131
139
25ManufacturingKCAB1156.52124132141150
26ManufacturingCERA1316.24141151160170
27Manufacturing
LWL
115
5.78
124
132
141
150
28
Manufacturing
RCL
122
5.35
131
140
149
159
29Manufacturing
PARQ
56.2
6.47
60
65
69
73
30ManufacturingREG1928.63206221235250
31ManufacturingREXP2107.81226242257273
32ManufacturingTJL31.515.0734363941
33Motor companiesUML1067.52114122130138
34Power & EnergyVPEL9.18.1310101112
35Power & EnergyVLL10.511.3211121314
36Power & EnergyLGL4010.743464952
My prefered shares in your list are highlighted.But it will differ with others depend on their strategies,holding power,etc
Mad Mad Mad

jayathu


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Yahapalanaya I agree with some of your picks but you picking LWL n RCL is questionable. They're doing really well financially but all the news coming out from the govt is not gud for them.
Ravi is stating Sri Lanka construction cost is the highest n this is due to monopolistic nature. For sure they're going to remove import Levi on tiles. That'll impact domestic tile companies immensely.
This move will destroy the local tile manufacturing industry.

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@jayathu wrote:Yahapalanaya I agree with some of your picks but you picking LWL n RCL is questionable. They're doing really well financially but all the news coming out from the govt is not gud for them.
Ravi is stating Sri Lanka construction cost is the highest n this is due to monopolistic nature. For sure they're going to remove import Levi on tiles. That'll impact domestic tile companies immensely.
This move will destroy the local tile manufacturing industry.
Yes I heard that news.

If Ravi or Cabinet remove import levi,it will be another blackmark for Yahapalanaya.It will affect local tile manufacturing,direct and indirect employees and minority shares holders of those companies.It is not a big problem for DP.

DP is talented person not like other two who got government construction contracts with influence and another one cheated investors by telling that he is going to construct hotel.

As I mention others may have different views.I acknowledge your points as well.

But I belive in DP's talent by watching his action over the years.Further I consider Company's Portfolio,oil price reduction,expecting construction sector boom from stable goverment,increased house construction or renovation due to salary increase..etc

Anyhow we will wait and see.

Very Happy Very Happy Very Happy

piras

piras
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
What a list. appreciate your effort and best of luck for your future. Allocate reasonable amount for TJL and VONE

VALUEPICK

VALUEPICK
Expert
Expert
@nnk wrote:
@VALUEPICK wrote:NNK
 
Thank you so much for your list. What a fantastic list? I really like them. This is very carefully selected list and even some fund mangers won’t be able to pick like this. Besides, you have listed them at the correct time. It has everything except out of favour group. Out favour stocks also can give big return in bull markets. You already have identified some  wining groups in the market.  I don’t know which one to pick now? I will have to do some home work.
 
Fist we have to have some idea about each industry (group) and its outlook in the coming months, quarters and years. There are about eight groups. We can screen them and can bring down to four or five groups according to the order of strong outlook. From there we should pick stocks that we like most based on the value, forward P/E, Peg ratio, future earnings, momentum, individual strategy and other factors that we want to see.  

  • One option is pick one or two stocks in each category after doing some more home work. 
  • Add some defensive stocks as well to get some benefit from final stage of current bull market.

Good luck.

Thanks for your valuable comment. Actually, since I am referring the Forum, it was easier to select these stocks. 

But only issue is doing further home work while fighting against time. 

What do you mean by Defensive stocks???
 Defensive stocks are kind of non-cyclical type. Defensive stocks are a good way to maintain long-term market exposure during periods of uncertainty. Defensive stocks include food, oil, health care and electricity etc. Even during bad times people need to keep their families warm and light their homes. So they need gas and electricity. They cannot postpone eating and drinking either. Even during period of war people need medicine. I am bullish on selected Asian consumer staples (food stocks). 

peacockman


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@nnk wrote:Hi Friends, 

I am going to invest 1 Mn  in around 10 shares. Just got the PE ratios and present prices of the market for the shares I think have potential to provide a good return. There are 36 shares in the list. 

Please help me to select stocks that can give me 30 % returns after 1 year. But I put some 3 months targets as well. If price reached expected level then I may sell before 1 years time also. 

Thanks lot in advance. 


   
SectorCompanyMPSPETarget price
3 months6 months9 months12 months
        
1Commercial BanksCOMB16712.27180192205217
2Commercial BanksSAMP2627.99282301321341
3Commercial BanksHNB2148.22230246262278
4Commercial BanksNTB98.68.62106113121128
5Development banksSDB1578.39169181192204
6Finance CFIN2607.15280299319338
7Finance LFIN1246.85133143152161
8Finance VFIN65.46.7570758085
9Finance PLC24.18.6126283031
10Insurance JINS19.67.7821232425
11Insurance AAIC18.510.3820212324
12Chieckn BFL17911.03192206219233
13Chieckn TAFL1229.59131140149159
14Chieckn GRAN81.912.948894100106
15ChemicalHAYC1777.86190204217230
16DiversifiedHAYL3309.07355380404429
17DiversifiedJKH17514.1188201214228
18DiversifiedVONE238.3225262830
19HealthcareASIR2115.7923242627
20HotelsRENU3505.89376403429455
21Investment trustRHL28.76.8431333537
22ManufacturingACL1085.85116124132140
23ManufacturingAPLA1455.99156167178189
24ManufacturingCIND1076.99115123131139
25ManufacturingKCAB1156.52124132141150
26ManufacturingCERA1316.24141151160170
27ManufacturingLWL1155.78124132141150
28ManufacturingRCL1225.35131140149159
29ManufacturingPARQ56.26.4760656973
30ManufacturingREG1928.63206221235250
31ManufacturingREXP2107.81226242257273
32ManufacturingTJL31.515.0734363941
33Motor companiesUML1067.52114122130138
34Power & EnergyVPEL9.18.1310101112
35Power & EnergyVLL10.511.3211121314
36Power & EnergyLGL4010.743464952
A very Good List, Dear NNK.... Most of them are Good & may give you a 30% gain with in 1-4 Quarters. Pick them in a Bearish Market if you have patience!

nnk


Equity Analytic
Equity Analytic
@VALUEPICK wrote:
@nnk wrote:
@VALUEPICK wrote:NNK
 
Thank you so much for your list. What a fantastic list? I really like them. This is very carefully selected list and even some fund mangers won’t be able to pick like this. Besides, you have listed them at the correct time. It has everything except out of favour group. Out favour stocks also can give big return in bull markets. You already have identified some  wining groups in the market.  I don’t know which one to pick now? I will have to do some home work.
 
Fist we have to have some idea about each industry (group) and its outlook in the coming months, quarters and years. There are about eight groups. We can screen them and can bring down to four or five groups according to the order of strong outlook. From there we should pick stocks that we like most based on the value, forward P/E, Peg ratio, future earnings, momentum, individual strategy and other factors that we want to see.  

  • One option is pick one or two stocks in each category after doing some more home work. 
  • Add some defensive stocks as well to get some benefit from final stage of current bull market.

Good luck.

Thanks for your valuable comment. Actually, since I am referring the Forum, it was easier to select these stocks. 

But only issue is doing further home work while fighting against time. 

What do you mean by Defensive stocks???
 Defensive stocks are kind of non-cyclical type. Defensive stocks are a good way to maintain long-term market exposure during periods of uncertainty. Defensive stocks include food, oil, health care and electricity etc. Even during bad times people need to keep their families warm and light their homes. So they need gas and electricity. They cannot postpone eating and drinking either. Even during period of war people need medicine. I am bullish on selected Asian consumer staples (food stocks). 

Good insight on defensive stock thanks for educating on this.

heroshan perera


Stock Trader
thank you

kassachandi


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
TAFL,GRAN,BFL,LFIN,SDB,CCS,REXP,REG,ACL,PARQ

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
looks good

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