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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » HOLD OR AVERAGE Poultry Sector

HOLD OR AVERAGE Poultry Sector

Go down  Message [Page 1 of 1]

1HOLD OR AVERAGE Poultry Sector Empty HOLD OR AVERAGE Poultry Sector Sun Oct 25, 2015 11:39 am

raider


Manager - Equity Analytics
Manager - Equity Analytics
The Island's biggest funds - EPF & ETF, also the largest institutional shareholders of BFL & GRAN apart from the controlling shareholders are selling out the sector at heavy discounts.

If we are to analyse this situation in detail:

Roughly 17.50% of BFL will be sold in the price range of 116.00 - 240.00
The 17.50% sale of BFL in two stages - 
9.10% between 116.00 and 207.00 - those who bought this quantity can still make a decent profit at CMP, so the selling session is understandable
8.40% between 220.00 and 240.00 - those who bought from this lot must not sell at a loss unless for credit clearing purposes as the share trades at heavy discounts to its immediate potential

Assuming that EPF triggered its sell of roughly 8.90% of GRAN during last quarter and is still in the process, this transaction is in the price band of 49.80 - 115.00.

The valuations of the three listed poultry companies - BFL, GRAN & TAFL are very attractive as of now which has convinced many HNI and institutional shareholders to enter the stock. 

Therefore, it is possible that these counters will soon take a rebound and rally towards a reasonable valuation during which at least a gain of 10% from CMP could be expected.


Also, I'm looking at these counters as a mid-long term investment because the public holding is very satisfactory 40-50% plus, the shares in issue are in the range of 16-50 million. This could easily call for a share split that will encourage investors to revisit valuations and usually multiply prices.

I urge community not to panic sell and invest wisely.

2HOLD OR AVERAGE Poultry Sector Empty Re: HOLD OR AVERAGE Poultry Sector Sun Oct 25, 2015 12:01 pm

BvsB

BvsB
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Well said Raider .

3HOLD OR AVERAGE Poultry Sector Empty Re: HOLD OR AVERAGE Poultry Sector Sun Oct 25, 2015 5:14 pm

peacockman


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@raider wrote:The Island's biggest funds - EPF & ETF, also the largest institutional shareholders of BFL & GRAN apart from the controlling shareholders are selling out the sector at heavy discounts.

If we are to analyse this situation in detail:

Roughly 17.50% of BFL will be sold in the price range of 116.00 - 240.00
The 17.50% sale of BFL in two stages - 
9.10% between 116.00 and 207.00 - those who bought this quantity can still make a decent profit at CMP, so the selling session is understandable
8.40% between 220.00 and 240.00 - those who bought from this lot must not sell at a loss unless for credit clearing purposes as the share trades at heavy discounts to its immediate potential

Assuming that EPF triggered its sell of roughly 8.90% of GRAN during last quarter and is still in the process, this transaction is in the price band of 49.80 - 115.00.

The valuations of the three listed poultry companies - BFL, GRAN & TAFL are very attractive as of now which has convinced many HNI and institutional shareholders to enter the stock. 

Therefore, it is possible that these counters will soon take a rebound and rally towards a reasonable valuation during which at least a gain of 10% from CMP could be expected.


Also, I'm looking at these counters as a mid-long term investment because the public holding is very satisfactory 40-50% plus, the shares in issue are in the range of 16-50 million. This could easily call for a share split that will encourage investors to revisit valuations and usually multiply prices.

I urge community not to panic sell and invest wisely.
well said RAIDER!

1. it is possible that these counters will soon take a rebound and rally towards a reasonable valuation - between Nov 2015-Mar 2016

2.  the public holding is very satisfactory 40-50% plus, the shares in issue are in the range of 16-50 million - Tafl : only 1 million in Public's Hand. Gran : only 1.16 million in Public's Hand. Bfl : only 1.2 million in Public's Hand. 
3. I urge community not to panic sell and invest wisely. - well said!

4HOLD OR AVERAGE Poultry Sector Empty Re: HOLD OR AVERAGE Poultry Sector Sun Oct 25, 2015 5:20 pm

peacockman


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@raider wrote:......................Also, I'm looking at these counters as a mid-long term investment................
I urge community not to panic sell and invest wisely...........

http://forum.srilankaequity.com/t47406-the-advantages-of-short-term-investment-in-cse

5HOLD OR AVERAGE Poultry Sector Empty Re: HOLD OR AVERAGE Poultry Sector Mon Oct 26, 2015 12:13 am

raider


Manager - Equity Analytics
Manager - Equity Analytics
@peacockman wrote:
@raider wrote:The Island's biggest funds - EPF & ETF, also the largest institutional shareholders of BFL & GRAN apart from the controlling shareholders are selling out the sector at heavy discounts.

If we are to analyse this situation in detail:

Roughly 17.50% of BFL will be sold in the price range of 116.00 - 240.00
The 17.50% sale of BFL in two stages - 
9.10% between 116.00 and 207.00 - those who bought this quantity can still make a decent profit at CMP, so the selling session is understandable
8.40% between 220.00 and 240.00 - those who bought from this lot must not sell at a loss unless for credit clearing purposes as the share trades at heavy discounts to its immediate potential

Assuming that EPF triggered its sell of roughly 8.90% of GRAN during last quarter and is still in the process, this transaction is in the price band of 49.80 - 115.00.

The valuations of the three listed poultry companies - BFL, GRAN & TAFL are very attractive as of now which has convinced many HNI and institutional shareholders to enter the stock. 

Therefore, it is possible that these counters will soon take a rebound and rally towards a reasonable valuation during which at least a gain of 10% from CMP could be expected.


Also, I'm looking at these counters as a mid-long term investment because the public holding is very satisfactory 40-50% plus, the shares in issue are in the range of 16-50 million. This could easily call for a share split that will encourage investors to revisit valuations and usually multiply prices.

I urge community not to panic sell and invest wisely.
well said RAIDER!

1. it is possible that these counters will soon take a rebound and rally towards a reasonable valuation - between Nov 2015-Mar 2016

2.  the public holding is very satisfactory 40-50% plus, the shares in issue are in the range of 16-50 million - Tafl : only 1 million in Public's Hand. Gran : only 1.16 million in Public's Hand. Bfl : only 1.2 million in Public's Hand. 
3. I urge community not to panic sell and invest wisely. - well said!

What do you mean only 1-1.2 million in public hands?

Other than the stakes of directors and the parent companies, all other stakes seem to change hands if a good price is available.

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