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VALLIBEL ONE PLC (VONE.N0000)

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551VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Jun 17, 2017 10:33 pm

Yahapalanaya


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

prasa2004 wrote:VONE  have around 27,800,000 shares of SAMP at cost of 6,987,000,000 at COST 251.00. With SAMP inching now 294 and the unrealized gain is 1.1bn

source - Annual Report
unreaised gain is 592M not 1.1Billion rupees.

It has 25,765,740 SAMP shares not 27,800,000.
6987000/25765740=271

25,765,740 X 23(294-271)=592M(not 1.1B)

552VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sun Jun 18, 2017 9:28 am

prasa2004


Manager - Equity Analytics
Manager - Equity Analytics

You are wrong. Refer to SAMP financials 31-Mar and VONE have 27,840,878. Also VONE have 31m CITW at 3 (now 4.5) and HAY 2m at 265 (now 285) and with others counters will bring further 150m easily. This is one of the few shares not moved (Only from 17-19) and a run is very overdue. Also Dy is around the corner

553VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sun Jun 18, 2017 11:25 am

kovida


Manager - Equity Analytics
Manager - Equity Analytics

prasa2004 wrote:You are wrong. Refer to SAMP financials 31-Mar and VONE have 27,840,878. Also VONE have 31m CITW at 3 (now 4.5) and HAY 2m at 265 (now 285) and with others counters will bring further 150m easily. This is one of the few shares not moved (Only from 17-19) and a run is very overdue. Also Dy is around the corner

Agree with above figures.

In addition to above, we should consider the valuation of RCL and LFIN as well.
RCL  62.0M  X  128     7,936M - 9,920  = U.R loss    1,984M
LFIN 71.6M  x  138     9,880M - 5,461  = U.R gain    4,419M (as of 16/06/2017)

VONE is a sleeping giant and any moment it could rise. It is a value rich share and good for Medium to long term investment.

554VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Mon Jun 19, 2017 4:41 am

Yahapalanaya


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

kovida wrote:
prasa2004 wrote:You are wrong. Refer to SAMP financials 31-Mar and VONE have 27,840,878. Also VONE have 31m CITW at 3 (now 4.5) and HAY 2m at 265 (now 285) and with others counters will bring further 150m easily. This is one of the few shares not moved (Only from 17-19) and a run is very overdue. Also Dy is around the corner

Agree with above figures.

In addition to above, we should consider the valuation of RCL and LFIN as well.
RCL  62.0M  X  128     7,936M - 9,920  = U.R loss    1,984M
LFIN 71.6M  x  138     9,880M - 5,461  = U.R gain    4,419M (as of 16/06/2017)

VONE is a sleeping giant and any moment it could rise. It is a value rich share and good for Medium to long term investment.
RCL and LFIN are subsidiaries and their profit already in VONE's profit.VONE"s 1.4B profits more than 1B from these companies.Do you want to add again by valuation method.... Rolling Eyes Rolling Eyes Rolling Eyes

Provide details of how you calculate 1.1B from SAMP

Disc:i am holding VONE

555VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Mon Jun 19, 2017 6:29 am

prasa2004


Manager - Equity Analytics
Manager - Equity Analytics

SharescostPrice
27,840,883 7,210,788,402.0025931-Mar
27,840,8838,185,219,602.0029416-Jun
Gain974,431,200.00
Almost there. With others (CITK-CITW-HAYC) and if SAMP goes to 300 end June, VONE can shine and many will regret not catching below 20.00

556VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Mon Jun 19, 2017 6:49 am

ruwan326

ruwan326
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

prasa2004 wrote:
SharescostPrice
27,840,883 7,210,788,402.0025931-Mar
27,840,8838,185,219,602.0029416-Jun
Gain974,431,200.00
Almost there. With others (CITK-CITW-HAYC) and if SAMP goes to 300 end June, VONE can shine and many will regret not catching below 20.00
Thanks to Sampath good long term investment for sure Very Happy

557VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Jul 01, 2017 9:08 am

equityhunter

equityhunter
Equity Analytic
Equity Analytic

[ltr]It's current Price/Book of 0.36 [/ltr]


[ltr]VONE.N0000 outperforms its peers with a relatively high operating performance and the market also expects faster growth relative to its peers.[/ltr]


[ltr]VONE.N0000has relatively high profit margins while operating with median asset turns.[/ltr]


[ltr]Compared with its chosen peers, changes in the company's annual earnings are better than the changes in its revenue, implying better than median cost control and/or some economies of scale.[/ltr]


[ltr]VONE.N0000's return on assets currently and over the past five years suggest that its relatively high operating returns are sustainable.[/ltr]


[ltr]The company's relatively high gross and pre-tax margins suggest a differentiated product portfolio and tight control on operating costs relative to peers.[/ltr]


[ltr]While VONE.N0000's revenues have increased slower than peer median, the market currently gives the company a higher than peer median P/E ratio and may be factoring in some sort of a strategic play.[/ltr]


[ltr]The company's level of capital investment suggests it might be under-investing in a business with above median returns.[/ltr]


[ltr]VONE.N0000 might have enough interest coverage to take-on additional debt prudently.[/ltr]

558VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Tue Jul 11, 2017 9:07 am

Elahara

Elahara
Manager - Equity Analytics
Manager - Equity Analytics

Lanka Equity  Join Our Online Market Chat Group On FaceBook

559VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Jul 13, 2017 3:38 pm

buddikasmart

buddikasmart
Manager - Equity Analytics
Manager - Equity Analytics

Ran49 wrote:Hot HOT collecting from 20.10...
VALLIBEL ONE PLC (VONE.N0000) - Page 23 4Dwq18ggFurb0AAAAASUVORK5CYIIA
Order book can not use as a guideline of price behavior... vone is a very valuable share but it has to spend lot of mony to achieve IPO objective...real mkt value should be 28/=... Buy and hold...

560VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Jul 13, 2017 11:57 pm

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

very poor dividend

561VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri Jul 14, 2017 7:42 am

Elahara

Elahara
Manager - Equity Analytics
Manager - Equity Analytics

anges wrote:very poor dividend
Oh Yes  Very Happy Very Happy Very Happy  I am so happy ! Don't you ??? Be happy !!! They looking for more profitable investment !!! and You know what's it means  Very Happy Very Happy Very Happy Very Happy

562VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty VONE warming....for a RUN Mon Oct 02, 2017 12:01 pm

prasa2004


Manager - Equity Analytics
Manager - Equity Analytics

Guys
Watch for VONE as now Charts shows Buy. 

https://www.investing.com/equities/vallibel-one

Also do not forget it has 27,800,000 of SAMP at 251 where as of 30/09 SAMP is 306. Calculate the gains. Hope 18 get clear today

563VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Oct 05, 2017 6:55 am

The Hunter

The Hunter
Equity Analytic
Equity Analytic

VONE NAV is 28 for the end of September.Hope it will rise up to 30 mid of November.

564VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Thu Oct 05, 2017 5:04 pm

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

very poor dividend ! to run a good dividend is a must

565VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Nov 11, 2017 10:03 am

The Hunter

The Hunter
Equity Analytic
Equity Analytic

Coming week is for VONE ...Good Time to buy !

566VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Nov 11, 2017 10:54 am

equityhunter

equityhunter
Equity Analytic
Equity Analytic

The Hunter wrote:Coming week is for VONE ...Good Time to buy !
Yes ! There was a good buying last Friday .VONE will heat more in next coming weeks. cheers cheers cheers

567VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Nov 11, 2017 7:14 pm

prasa2004


Manager - Equity Analytics
Manager - Equity Analytics

VONE will buy SAMP rights shares of 4.6m (27,840/6)and will further accumulate huge unrealized profits

568VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Nov 11, 2017 8:23 pm

kovida

kovida
Manager - Equity Analytics
Manager - Equity Analytics

prasa2004 wrote:VONE will buy SAMP rights shares of 4.6m (27,840/6)and will further accumulate huge unrealized profits
VONE is like a sleeping volcano.  Any moment it could erupt. Appreciation of SAMP, Good QTR report, NAV RS 28, Last week disposal of Waskaduwa Beach Hotel holding at thumping Capital  Gain and many  more could be reasons for its eruption.

569VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Nov 11, 2017 11:28 pm

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

kovida wrote:
prasa2004 wrote:VONE will buy SAMP rights shares of 4.6m (27,840/6)and will further accumulate huge unrealized profits
VONE is like a sleeping volcano.  Any moment it could erupt. Appreciation of SAMP, Good QTR report, NAV RS 28, Last week disposal of Waskaduwa Beach Hotel holding at thumping Capital  Gain and many  more could be reasons for its eruption.
I belive NAV 41

570VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Tue Nov 14, 2017 10:06 am

Steve Jansen


Senior Equity Analytic
Senior Equity Analytic

VONE Net assets per share increased to Rs. 40.37  as at 30th September from 38.06 last year. I believe this share will rise up very soon. This should reach at least Rs. 27 levels in the near future.

571VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Tue Nov 14, 2017 8:08 pm

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

asset value is great ! but poor dividend has hampered the share price

572VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Wed Nov 15, 2017 1:29 am

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

anges wrote:asset value is great ! but poor dividend has hampered the share price
Is HVA high dividend paying company... Smile Smile Smile

VONE is solid asset with LFIN,RCL,PARQ,SAMP,etc.Each year average 2.5%(.5/19*100) dividend paying.

Could you list out some of high dividend paying companies

573VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty VONE , is it time to sell or holds Fri Feb 16, 2018 6:02 pm

Imanka.Amarakoon


Stock Trader

VONE , is it time to sell or holds

574VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Fri Feb 16, 2018 6:06 pm

Ran49


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Sell.....

wiser

wiser
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

http://forum.srilankaequity.com/t55025p40-wiser-s-ta-chart-room#341819


VALLIBEL ONE PLC (VONE.N0000) - Page 23 6nsog

576VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sat Feb 17, 2018 11:42 pm

sameboy

sameboy
Manager - Equity Analytics
Manager - Equity Analytics

wiser wrote:http://forum.srilankaequity.com/t55025p40-wiser-s-ta-chart-room#341819


VALLIBEL ONE PLC (VONE.N0000) - Page 23 6nsog
https://www.youtube.com/watch?v=osApO-Hu63U&index=29&list=UU3F0jDHCv_8jnsSezM0T4OA

577VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sun Feb 18, 2018 2:39 pm

wiser

wiser
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

sameboy wrote:
wiser wrote:http://forum.srilankaequity.com/t55025p40-wiser-s-ta-chart-room#341819


VALLIBEL ONE PLC (VONE.N0000) - Page 23 6nsog
https://www.youtube.com/watch?v=osApO-Hu63U&index=29&list=UU3F0jDHCv_8jnsSezM0T4OA
What do you mean here ? is that you here in youtube ?

578VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Tue Feb 20, 2018 12:36 am

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

DP buying vintage cars but paying very poor dividend on this counter !

579VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Tue Feb 20, 2018 4:22 am

Yahapalanaya

Yahapalanaya
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

anges wrote:DP buying vintage cars but paying very poor dividend on this counter !
They are paying dividend every year(2.5%).Those who purchased even at 18 or 19 would get 10 to 15% capital gain.Some company never pay a dividend. Shocked Shocked Shocked

580VALLIBEL ONE PLC (VONE.N0000) - Page 23 Empty Re: VALLIBEL ONE PLC (VONE.N0000) Sun Mar 04, 2018 9:14 pm

sameboy

sameboy
Manager - Equity Analytics
Manager - Equity Analytics

Imanka.Amarakoon wrote:VONE , is it time to sell or holds
This is the time for hold & exit Rs 27 or above

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