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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » DIVERSIFIED HOLDINGS SECTOR

DIVERSIFIED HOLDINGS SECTOR

+27
RPPA
Octopus
Harry82
Pethi
WildBear
UKboy
ddrperera
opfdo
sriranga
soileconomy
Fresher
perassanna
Rocky
factFINDER
Aamiable
Slstock
Monster
chamith
SilverHawk
million
dmjesua
Rajitha
ShareShares
hotstock
smallville
ashlee
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31 posters

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41DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Tue Oct 02, 2012 8:42 am

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Capital Alliance advice investors to sell JKH as it is in overvalued territory now, I heard another story to worry about JKH. Minister Vasudeva in action again, this time he is probing SAGT deal. SAGT is the cash cow for JKH in past couple of years. What will happen if the deal gets reversed as happened to Harry J with SLIC.

42DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Tue Oct 02, 2012 8:52 am

WildBear


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
I believe now it's time to exit overvalued and lethargic conglomerates, and time to enter undervalued ones with good management and earning potentiol. Above table has got some sound stocks, esp for young conglomerates , it s wiser to consider future earning potential than past earnings.

43DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Tue Oct 02, 2012 11:13 am

UKboy


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@WildBear wrote:Capital Alliance advice investors to sell JKH as it is in overvalued territory now, I heard another story to worry about JKH. Minister Vasudeva in action again, this time he is probing SAGT deal. SAGT is the cash cow for JKH in past couple of years. What will happen if the deal gets reversed as happened to Harry J with SLIC.

Yes I heard about this story. I cannt believe why Sri Lankan politics hate their own country this much. Mad
This is definitely not the way to show their patriotism.
These politics failed to understand that communism is somethnig valid only in 60s and 70s.

I really hope this will not happen. Once it's gone it's gone & doesnt matter how.

Any 3rd world country government should not do businesses (51%+).

Pethi


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
VONE- Valibale One this should go to 25-28 levels in mid term.

Macro Picture

since the company does not have a long history. (3-4 years only). Building the based and solid ground with good foundation was needed. It is building such.

Even though the pumpers and dumpers are waiting for manipulation, the sentiment is changing. Reason?? (It is difficult to hold 21-23 levels for 3-4 months)

DP is a fan of current government and hold most respectable positions.


all the companies under VONE conglomerate is exceptional Sampath, LBFIN, DELMAGE,ORIT, Rocell Ceramic etc.

VONE is up to Hotel, leisure too.Gaming sector has already got approval to build one of its controversial casino's in Colombo. Summer seasons constructions going on.

DP promised 100% return but he could not. Normal experience is, if DP can not take the company where it belongs to, he marge and acquire more companies. I believe there will be more exciting news in coming years.

My favorite point...History says the SP can not go down below 16.00 Which is a plus in this bull environment.If we are up to something that has already doubled, it is high risky.

Unlike early stage, there is foreign demand too and increasing.

In my personal view, current price 22 is cheap.
VONE should jump to 25 in near future. and it should go pass 50 long term.



Mico picture
---NAV 30.33
---PBV .78
---Divdend 1.7% (consistance Dividend)
---EPS Annual 3.74
---June Qtr Profit = 1,016,237,000
---Growth % QoQ = 339.85

Numbers are not looking bad either.

45DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Sun Oct 26, 2014 8:57 am

Harry82


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
DIST

46DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Sun Oct 26, 2014 9:07 am

soileconomy

soileconomy
Vice President - Equity Analytics
Vice President - Equity Analytics
@Harry82 wrote:DIST
Agree. But categorized under food and beverage

47DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 7:28 am

Octopus

Octopus
Expert
Expert
Thank pethi.
That was why I did not want to sell my shares with recent up trend.

SP should be more than double long term. Interesting months ahead. Lets see, whether DP can take us a good ride as promised

Definitely, the election is favorable to him too.
Company is getting matured now.

time to get married with a big wedding and then throw some parties. this will come to fruition in future.

48DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 7:34 am

opfdo

opfdo
Vice President - Equity Analytics
Vice President - Equity Analytics
@Pethi wrote:VONE- Valibale One this should go to 25-28 levels in mid term.

Macro Picture

since the company does not have a long history. (3-4 years only). Building the based and solid ground with good foundation was needed. It is building such.

Even though the pumpers and dumpers are waiting for manipulation, the sentiment is changing. Reason?? (It is difficult to hold 21-23 levels for 3-4 months)

DP is a fan of current government and hold most respectable positions.


all the companies under VONE conglomerate is exceptional Sampath, LBFIN, DELMAGE,ORIT, Rocell Ceramic etc.

VONE is up to Hotel, leisure too.Gaming sector has already got approval to build one of its controversial casino's in Colombo. Summer seasons constructions going on.

DP promised 100% return but he could not. Normal experience is, if DP can not take the company where it belongs to, he marge and acquire more companies. I believe there will be more exciting news in coming years.

My favorite point...History says the SP can not go down below 16.00 Which is a plus in this bull environment.If we are up to something that has already doubled, it is high risky.

Unlike early stage, there is foreign demand too and increasing.

In my personal view, current price 22 is cheap.
VONE should jump to 25 in near future. and it should go pass 50 long term.



Mico picture
---NAV 30.33
---PBV .78
---Divdend 1.7% (consistance Dividend)
---EPS Annual 3.74
---June Qtr Profit = 1,016,237,000
---Growth % QoQ = 339.85

Numbers are not looking bad either.

thank you

49DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 8:37 am

RPPA


Expert
Expert
Yes VONE is a good stock. But investors has lost confidence in it due to unprofessional behavior of some big trading players. So if you want to buy get in at lowest levels (22/-).

Mad Mad Mad Mad Mad Mad

50DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 11:14 am

Octopus

Octopus
Expert
Expert
@RPPA wrote:Yes VONE is a good stock. But investors has lost confidence in it due to unprofessional behavior of some big trading players. So if you want to buy get in at lowest levels (22/-).

Mad Mad Mad Mad Mad Mad  

Totally agreed,
That's why I always traded this stock.

what Pethi is saying is true. things have improved a lot. It is hard to hold these levels for long time if bad guys hanging around.

Should go up and consolidated in next block soon.

Traders will have a chance to earn quick bucks too. Keep it in your watch list

51DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Mon Oct 27, 2014 1:20 pm

RayR

RayR
Equity Analytic
Equity Analytic


yes pethi, good names are under their conglomerate. And It had a solid support around 22 when all other stocks were going down.

52DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Sun Apr 19, 2020 7:06 am

ChooBoy


Manager - Equity Analytics
Manager - Equity Analytics
The conglomerates will be some of the worst hit stocks due to the lockdown and the impending economic slowdown, carrying the earnings burden of several hard-hit industries across the portfolio.
 
For a majority of the counters, the negative impact from leisure and non-essential consumer goods will be the key driver of the earnings decline in FY21E.
 
Counters with exposure to essential food & personal care and pharmaceuticals, and a strong balance sheet, will be more resilient in the upcoming financial year.DIVERSIFIED HOLDINGS SECTOR - Page 3 Fc2dd510

53DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Mon Apr 20, 2020 10:05 pm

heshan1997


Equity Analytic
Equity Analytic
Hmm Hemas is surviving I guess Noh

54DIVERSIFIED HOLDINGS SECTOR - Page 3 Empty Re: DIVERSIFIED HOLDINGS SECTOR Mon Apr 20, 2020 10:16 pm

bhanu


Manager - Equity Analytics
Manager - Equity Analytics
But in long term this a good opportunity to buy them, if you are going to hold them for 5 , 6 years

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