Shares that i think might be future winners

jayathu · 1 Shares that i think might be future winners Thu Apr 07, 2016 9:29 am

jayathu

Assistant Vice President - Equity Analytics

Posts : 949
Equity Stars : 4860
Reputation : 24
Join date : 2014-03-02

These are the shares i bought recently and long time ago. All these shares i have in my portfolio currently. I think following has good upside. I have given my reasoning

SAMP- Has the lowest PE ratio among top3 commercial bank. NAV is higher than CMP. Subsidiaries are doing well.

AAIC- PE ratio is around 6. Even though NAV is at 6, it will be boosted very soon after the sale of AAIC general business. In there books General business is valued at 800Mn. I work at a rival insurance company and they're activley shopping there general business for any takers. There valuation put it at over 3Bn which i think is too much but i can see easily deal being done at around 2-2.5Bn region.

RHL.X - Undervalued share but very conservative management is hurting the share market price of this share.

APLA- among manufacturing shares this has one of the lowest PE ratio and can expect a good dividend yield.

RCL- Low PE and expanding overseas business.

ELPL- Best performing plantation company due crop diversification. They already have 3 hydro power projects operational and recently another 2 hydro power projects were given approval.

TJL- Good management, Consistent growth levels achieved, good dividend yield and pending GSP+ approval.

CIND- Good management, good performance and good dividend yield.

Please share your picks and give solid and factual reasoning behind your picks so other members can make much informed decisions in the equity market.

jayathu · 2 Re: Shares that i think might be future winners Tue May 10, 2016 3:26 pm

jayathu

Assistant Vice President - Equity Analytics

Posts : 949
Equity Stars : 4860
Reputation : 24
Join date : 2014-03-02

April 07 price CMP %Change

SAMP - 214.20 235 9.7%
AAIC - 16.50 21.10 28%
RHL.X - 21.10 23 9%
APLA - 164 175 6.5%
RCL - 107 120 12%
ELPL - 18.90 23.10 22%
TJL - 33 35 6%
CIND - 91 104.50 15%

ASI % Change from apr 07th to now is upward6.5%.

crnsuranjith · 3 Re: Shares that i think might be future winners Tue May 10, 2016 3:44 pm

crnsuranjith

Senior Equity Analytic

Posts : 91
Equity Stars : 3358
Reputation : 9
Join date : 2015-06-20

good counters. better to keep watching aaic, elpl and rhl.x

SLFINANCEWATCH · 4 Re: Shares that i think might be future winners Tue May 10, 2016 10:17 pm

SLFINANCEWATCH

Assistant Vice President - Equity Analytics

Posts : 676
Equity Stars : 4684
Reputation : 16
Join date : 2014-01-28
Location : COLOMBO

Hayathu, what do u think about bank, finance company performances,saw few occations you were saying that they may not have good pergormances in last qtr.what happend man??

SLFINANCEWATCH · 5 Re: Shares that i think might be future winners Tue May 10, 2016 10:22 pm

SLFINANCEWATCH

Assistant Vice President - Equity Analytics

Posts : 676
Equity Stars : 4684
Reputation : 16
Join date : 2014-01-28
Location : COLOMBO

I bought VFIN @ 54.00, LFIN @ 105.00, HDFC @ 51.00, SZFIN @ 18.00, PABC @ 24.00.All bank and finance shares..but y u bought sampath if you think banks and fc's companys are strugling due to interest rates..( Ur example was PLC ) Hiks

jayathu · 6 Re: Shares that i think might be future winners Wed May 11, 2016 8:52 am

jayathu

Assistant Vice President - Equity Analytics

Posts : 949
Equity Stars : 4860
Reputation : 24
Join date : 2014-03-02

@SLFINANCEWATCH yeah you are right that i predicted that specially finance companies are going to have hard time growing the bottom line due to several reasons. One of the main reason was leasing business getting stagnant. Most of the Finance companies credit growth depends on leasing. I was surprised when i saw LFIN reports showing exceptional gains.
In this forum i didn't ever say sell finance or banking shares. I just said hold on to your existing stake but don't enter finance and banking shares at CMP.

I had my reasoning behind saying that, but i was wrong. I accept that.

I invested in SAMP long time ago (collecting for five yrs) and continuously invested in it until Jan this yr. 5% of my salary goes into that. Compared with other banks SAMP had the lowest P/E ratio and also has one highest dividend yield. I wont be selling that for a long time. Now i have shifted my focus towards another share in another sector.

Upto now LFIN SAMP HNB has shown exceptional profit growth
where as PLC Seylan has stagnated.

SLFINANCEWATCH · 7 Re: Shares that i think might be future winners Wed May 11, 2016 9:58 am

SLFINANCEWATCH

Assistant Vice President - Equity Analytics

Posts : 676
Equity Stars : 4684
Reputation : 16
Join date : 2014-01-28
Location : COLOMBO

jayathu wrote:@SLFINANCEWATCH yeah you are right that i predicted that specially finance companies are going to have hard time growing the bottom line due to several reasons. One of the main reason was leasing business getting stagnant. Most of the Finance companies credit growth depends on leasing. I was surprised when i saw LFIN reports showing exceptional gains.
In this forum i didn't ever say sell finance or banking shares. I just said hold on to your existing stake but don't enter finance and banking shares at CMP.

I had my reasoning behind saying that, but i was wrong. I accept that.

I invested in SAMP long time ago (collecting for five yrs) and continuously invested in it until Jan this yr. 5% of my salary goes into that. Compared with other banks SAMP had the lowest P/E ratio and also has one highest dividend yield. I wont be selling that for a long time. Now i have shifted my focus towards another share in another sector.

Upto now LFIN SAMP HNB has shown exceptional profit growth
where as PLC Seylan has stagnated.

No problem dude..Thanks for your comment.Happy Trading and see how LFIN, VFIN, SFIN trades.

Yahapalanaya · 8 Re: Shares that i think might be future winners Wed May 11, 2016 10:33 am

Yahapalanaya

Senior Vice President - Equity Analytics

Posts : 1817
Equity Stars : 5305
Reputation : 93
Join date : 2015-06-07
Location : North America

jayathu wrote:@SLFINANCEWATCH yeah you are right that i predicted that specially finance companies are going to have hard time growing the bottom line due to several reasons. One of the main reason was leasing business getting stagnant. Most of the Finance companies credit growth depends on leasing. I was surprised when i saw LFIN reports showing exceptional gains.
In this forum i didn't ever say sell finance or banking shares. I just said hold on to your existing stake but don't enter finance and banking shares at CMP.

I had my reasoning behind saying that, but i was wrong. I accept that.

I invested in SAMP long time ago (collecting for five yrs) and continuously invested in it until Jan this yr. 5% of my salary goes into that. Compared with other banks SAMP had the lowest P/E ratio and also has one highest dividend yield. I wont be selling that for a long time. Now i have shifted my focus towards another share in another sector.

Upto now LFIN SAMP HNB has shown exceptional profit growth
where as PLC Seylan has stagnated.

We as forum members welcome negative comments as well based on reasons.Otherwise promotors would victimise innocent investors.You see now some worst companies prices are raised by purely promotions.