TAFL and GRAN Financial Reports Out profits boom

A+

A+

Manager - Equity Analytics

Posts : 134
Join date : 2016-02-18

Most of the members here are not ready to invest, hold and then sell at the real value of a stock. Most of them are very short term oriented. I have seen many posts predicting short term fluctuations.

Few members have tried to show real value of stocks but the short term oriented culprits have always tried to discredit them and make them silent.

If investor mind set can't be changed to focus on future value rather than short term price fluctuations then most of the investors can win in the future.

VALUEPICK · 27 Re: TAFL and GRAN Financial Reports Out profits boom Sat Feb 27, 2016 1:34 am

VALUEPICK

Expert

Posts : 3326
Join date : 2014-02-26

EquityChamp wrote:TAFL quick analysis will point the following.
Revenue up7% QoQ in Q4 2015 which means increasing business volumes
Operating profit margin has improved by 6pp QoQ which means cost efficiencies are in place and they are working closely to improve on the efficiencies
Net operating cashflow is higher than the PBT and they have used them to settle expensive borrowings which will earn them possibly interest income in the coming quarters.
Current PE is 4.4 which is massively discount to the F&B sector PE.

"GRAN quick analysis will point the following.
Revenue up 6% QoQ in Q4 2015 which means business volumes have increased monthly.
Operating profit margin has improved by 4pp QoQ which means cost efficiencies are in place and they are working closely to improve on the input efficiencies
Net operating cash flow for 2015 stayed at 2.8billion more than the PBT which means their working capital management is very positive and they can use the cash to settle borrowings which they have done by settling almost all the interest bearing borrowings by end of Q4 so now the company is near zero geared company. Benefits will be low or no finance cost in the coming quarters and may be additional finance income.
Current PE is 4.9 which is at a massive discount to manufacturing sector PE."

EC

I like your above analysis. It is something to follow and study further. I normally pay attention to debt levels. Future earnings, growth and future stock prices are more important than current prices. I was studying their balance sheets and quarter reports during last couple of years. Management is taking lot of efforts to make their balance sheets more beautiful. I like that. As shareholders we can benefit in the mid and long term due to their wise approach. We can get more ides after seeing their coming quarterly reports and annual reports.

However, some companies will make use of high debt level wisely.

Value investors have great value stocks having not only value but also growth.

wisdom78 · 28 Re: TAFL and GRAN Financial Reports Out profits boom Sat Feb 27, 2016 8:10 am

wisdom78

Manager - Equity Analytics

Posts : 231
Join date : 2016-01-08

VALUEPICK wrote:

EquityChamp wrote:TAFL quick analysis will point the following.
Revenue up7% QoQ in Q4 2015 which means increasing business volumes
Operating profit margin has improved by 6pp QoQ which means cost efficiencies are in place and they are working closely to improve on the efficiencies
Net operating cashflow is higher than the PBT and they have used them to settle expensive borrowings which will earn them possibly interest income in the coming quarters.
Current PE is 4.4 which is massively discount to the F&B sector PE.

"GRAN quick analysis will point the following.
Revenue up 6% QoQ in Q4 2015 which means business volumes have increased monthly.
Operating profit margin has improved by 4pp QoQ which means cost efficiencies are in place and they are working closely to improve on the input efficiencies
Net operating cash flow for 2015 stayed at 2.8billion more than the PBT which means their working capital management is very positive and they can use the cash to settle borrowings which they have done by settling almost all the interest bearing borrowings by end of Q4 so now the company is near zero geared company. Benefits will be low or no finance cost in the coming quarters and may be additional finance income.
Current PE is 4.9 which is at a massive discount to manufacturing sector PE."

EC

I like your above analysis. It is something to follow and study further. I normally pay attention to debt levels. Future earnings, growth and future stock prices are more important than current prices. I was studying their balance sheets and quarter reports during last couple of years. Management is taking lot of efforts to make their balance sheets more beautiful. I like that. As shareholders we can benefit in the mid and long term due to their wise approach. We can get more ides after seeing their coming quarterly reports and annual reports.

However, some companies will make use of high debt level wisely.

Value investors have great value stocks having not only value but also growth.

Mr. Value pack sir tafl show huge profits up no need to talk about future earnings . Its may be Jill mart
Otherwise tafl had to moon at least 110. Gran 82

We can study only one week then price going down its really freak report or such a jill mart
Or price going up step by step with in one or two weeks we can analyse and expect

I think no home work for study gran tafl everybody knows its profit more than other stocks but price going down with out market drop at least of the last Friday.

I think many members will study next two weeks
And gran tafl will go to black list or blue jems list

So Mr. Value pack sir what is your idea about my study

kumarweerarathne · 29 Re: TAFL and GRAN Financial Reports Out profits boom Sat Feb 27, 2016 9:39 am

kumarweerarathne

Assistant Vice President - Equity Analytics

Posts : 885
Join date : 2011-09-08

Like it or not TAFL Would cum down to 95... So be cash ready

worthiness · 30 Re: TAFL and GRAN Financial Reports Out profits boom Sun Feb 28, 2016 9:39 am

worthiness

Senior Vice President - Equity Analytics

Posts : 2577
Join date : 2011-04-08

High cash flow generated from operations coupled with negligible debt financing are the beauty of efficient management.

sisira.wijeweera

sisira.wijeweera

Assistant Vice President - Equity Analytics

Posts : 674
Equity Stars : 5301
Reputation : 11
Join date : 2011-12-03

kumarweerarathne wrote:Like it or not TAFL Would cum down to 95... So be cash ready

IF IT IS BUY 95 GOOD
but i don't think it will came down 95 level
coming week many buying order will came

kumarweerarathne · 32 Re: TAFL and GRAN Financial Reports Out profits boom Mon Feb 29, 2016 6:07 pm

kumarweerarathne

Assistant Vice President - Equity Analytics

Posts : 885
Equity Stars : 5655
Reputation : 32
Join date : 2011-09-08

Closely watch dear it drags little by little. Company performance is dominated by the current market sentiment..but keep that in mind da senario would not last long..so start collecting..

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TAFL and GRAN Financial Reports Out profits boom

26 Re: TAFL and GRAN Financial Reports Out profits boom Fri Feb 26, 2016 12:19 pm

A+

27 Re: TAFL and GRAN Financial Reports Out profits boom Sat Feb 27, 2016 1:34 am

VALUEPICK

28 Re: TAFL and GRAN Financial Reports Out profits boom Sat Feb 27, 2016 8:10 am

wisdom78

29 Re: TAFL and GRAN Financial Reports Out profits boom Sat Feb 27, 2016 9:39 am

kumarweerarathne

30 Re: TAFL and GRAN Financial Reports Out profits boom Sun Feb 28, 2016 9:39 am

worthiness

31 Re: TAFL and GRAN Financial Reports Out profits boom Sun Feb 28, 2016 11:02 pm

sisira.wijeweera

32 Re: TAFL and GRAN Financial Reports Out profits boom Mon Feb 29, 2016 6:07 pm

kumarweerarathne

33 Re: TAFL and GRAN Financial Reports Out profits boom

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