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PMB/PLC/PINS

+9
K.R
Eranx
karuna
shadow walker
Jana
Teller
Quibit
jayathu
VALUEPICK
13 posters

Go to page : Previous  1, 2

Go down  Message [Page 2 of 2]

26PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Thu Dec 01, 2022 3:05 pm

ErangaDS


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

K.R wrote:
GOSL wrote:They are in the forefront of Privatization , but still trading at the lowest levels in the history.
" If any transaction to happen , it will be at least 3X from here.
PLC alone has a net asset of 20.70 (30/09/22) 🔥

I don’t believe Net Assets will be an accurate method for valuation specifically for PINS ,Since their higher dividend policy. 
For the last two years they have paid R/s 5.50 as dividends(last 5 years r/s  10+).

K.R likes this post

27PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Sat Dec 03, 2022 2:23 pm

K.R


Manager - Equity Analytics
Manager - Equity Analytics

ErangaDS wrote:
K.R wrote:
GOSL wrote:They are in the forefront of Privatization , but still trading at the lowest levels in the history.
" If any transaction to happen , it will be at least 3X from here.
PLC alone has a net asset of 20.70 (30/09/22) 🔥

I don’t believe Net Assets will be an accurate method for valuation specifically for PINS ,Since their higher dividend policy. 
For the last two years they have paid R/s 5.50 as dividends(last 5 years r/s  10+).

Fair enough .

When Allianz acquired Janashakthi ,the consideration was of 2.2x JGIL’s net asset value in 2017. 

https://www.dailynews.lk/2018/02/05/business/141878/allianz-acquire-janashakthi-general-insurance


PINS valuation based on above transaction,
Rs 52.70. (23.95 * 2.2) 

*The profitability of PINS is much higher than Janashakthi General at that time , hence valuation will be much higher than the above transaction. :fingers_crossed:

Ekanayake90 and ErangaDS like this post

28PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Sun Dec 04, 2022 11:43 am

Ekanayake90


Manager - Equity Analytics
Manager - Equity Analytics

@K.R could you please upload,If you have any further data regarding Janashakthi - Allianz (Earnings, GWP ,etc) . Thanks.

29PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Sun Dec 04, 2022 8:00 pm

K.R


Manager - Equity Analytics
Manager - Equity Analytics

Ekanayake90 wrote:@K.R could you please upload,If you have any further data regarding Janashakthi  - Allianz (Earnings, GWP ,etc) . Thanks.


https://cdn.cse.lk/cmt/upload_report_file/841_1527505424980.05.18.pdf

PMB/PLC/PINS - Page 2 882bab10

ErangaDS likes this post

30PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Wed Dec 07, 2022 4:19 pm

K.R


Manager - Equity Analytics
Manager - Equity Analytics

SOE Restructuring - PINS valuation analysis

PMB/PLC/PINS - Page 2 71f34510

GOSL and ErangaDS like this post

31PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Thu Dec 08, 2022 6:47 pm

GOSL


Senior Equity Analytic
Senior Equity Analytic

K.R wrote:SOE Restructuring - PINS valuation analysis

PMB/PLC/PINS - Page 2 71f34510

Earnings Multiplier will be highly likely scenario. 
*It will be at least 3X from CMP 

NOTE _ PLC holds 75% of Pins.

ErangaDS and K.R like this post

32PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Wed Jan 18, 2023 3:23 pm

ErangaDS

ErangaDS
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

PLC has started moving with 6.5 Mn shares traded and hitting interday high Rs 5.70
Is restructuring moving PLC ?

Ekanayake90 and K.R like this post

33PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Thu Jan 19, 2023 9:42 am

Ekanayake90

Ekanayake90
Manager - Equity Analytics
Manager - Equity Analytics

ErangaDS wrote:PLC has started moving with 6.5 Mn shares traded and hitting interday high Rs 5.70
Is restructuring moving PLC ?

💡💡💡

34PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Fri Jan 20, 2023 11:18 am

K.R

K.R
Manager - Equity Analytics
Manager - Equity Analytics

PLC for the glory 📈

35PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Tue Jan 31, 2023 7:02 pm

K.R

K.R
Manager - Equity Analytics
Manager - Equity Analytics

K.R wrote:
K.R wrote:52 weeks ⬆

PLC   11.30
PMB 10.20
PINS 50

CMP 🌑

PLC   5.10
PMB  3.90
PINS 19.00

PLC is coming back to its former glory 📈

PLC    7.0
PINS  20.50

36PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Tue Feb 21, 2023 12:27 pm

K.R

K.R
Manager - Equity Analytics
Manager - Equity Analytics

K.R wrote:52 weeks ⬆

PLC   11.30
PMB 10.20
PINS 50

PLC (21/02/2023)


RS 7.5 🔥

PMB/PLC/PINS - Page 2 Fc67de10

37PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Wed Feb 22, 2023 9:41 am

Chanaka303


Equity Analytic
Equity Analytic

PINS or PLC
Which one has more potential?

38PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Thu Feb 23, 2023 7:52 am

ErangaDS

ErangaDS
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Chanaka303 wrote:PINS or PLC
Which one has more potential?

I'm betting on Pins

1. Privatisation ( Its rumoured local party has an interest similar to AAIC)

2.Much less liquidity compared to PLC.

K.R likes this post

39PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Fri Feb 24, 2023 10:00 am

Ekanayake90

Ekanayake90
Manager - Equity Analytics
Manager - Equity Analytics

ErangaDS wrote:
Chanaka303 wrote:PINS or PLC
Which one has more potential?

I'm betting on Pins

1. Privatisation ( Its rumoured local party has an interest similar to AAIC)

2.Much less liquidity compared to PLC.

Agreed!

Further AAIC transaction will be a good indicator for Insurance Sector M/A valuations in SL.(adjustments has to be made for Life and General)
AAIC currently trading at 3.5 times of P/BV. 
*Pins currently trading at 0.9 times of P/BV*

K.R likes this post

40PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Sun Feb 26, 2023 4:20 pm

K.R

K.R
Manager - Equity Analytics
Manager - Equity Analytics

K.R wrote:52 weeks ⬆

PLC   11.30
PMB 10.20
PINS 50

24/02/2023

Rs 22.30 
Pins has started moving with good volumes Like a Star @ heaven

41PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Mon Mar 06, 2023 5:02 pm

K.R

K.R
Manager - Equity Analytics
Manager - Equity Analytics

K.R wrote:
K.R wrote:52 weeks ⬆

PLC   11.30
PMB 10.20
PINS 50

24/02/2023

Rs 22.30 
Pins has started moving with good volumes Like a Star @ heaven

25 🌟
PMB/PLC/PINS - Page 2 Eaae2610

42PMB/PLC/PINS - Page 2 Empty Re: PMB/PLC/PINS Tue Mar 07, 2023 6:38 pm

K.R

K.R
Manager - Equity Analytics
Manager - Equity Analytics

K.R wrote:
K.R wrote:52 weeks ⬆

PLC   11.30
PMB 10.20
PINS 50

PLC (21/02/2023)


RS 7.5 🔥

PMB/PLC/PINS - Page 2 Fc67de10
PLC 07/03/2023

RS 9.0 🔥

ErangaDS likes this post

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