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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » LANKEM CEYLON PLC (LCEY.N0000)

LANKEM CEYLON PLC (LCEY.N0000)

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1LANKEM CEYLON PLC (LCEY.N0000) Empty LANKEM CEYLON PLC (LCEY.N0000) Thu Apr 28, 2011 11:39 am

marketsee

marketsee
Manager - Equity Analytics
Manager - Equity Analytics

LCEY going to run again like yesterday.buyers are increasing  l

2LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Thu Apr 28, 2011 11:52 am

UKboy

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

marketsee wrote:LCEY going to run again like yesterday.buyers are increasing l

This is still undervalued share but I'm more interested to see is there any of the directors buying LCEY at current prices..

3LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Thu Apr 28, 2011 4:40 pm

seyon


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

UKboy wrote:
marketsee wrote:LCEY going to run again like yesterday.buyers are increasing l

This is still undervalued share but I'm more interested to see is there any of the directors buying LCEY at current prices..


Yes this is attractive undervalued counter, everyone looking the last quarter results, which is expected to be very attractive...

Look at the quarter performance ( Group)

EPS & NAV

Quarter-----------2010/11---------- 2009/10-------- NAV

1st quarter-------- 6.24------------- 2.70--------- 89.51

2nd quarter --------3.04---------- --(2.52)------- 92.55

3rd Quarter--------23.63------------12.99-------- 110.00

4the Quarter-------???-------------- 6.72--------- ????


Based on the previous trend of EPS, the last quarter EPS of the current year expected to be in the range of Rs.12 ( expecting halve of the 3rd quarter). Therefore expected EPS for the year would be around in the range of 40-45... and trading PE @ 12 ( as per the today price)

Hence still the price is very much attractive us to hold based on current PE...... Since shares is illiquid 24mn shares ( top 20 representing about 20.8Mn as per last quarter).. there would be high possibility the company to go for split....


Happy Trading...

4LANKEM CEYLON PLC (LCEY.N0000) Empty LCEY growth potential Thu Apr 28, 2011 7:44 pm

avilon

avilon
Senior Equity Analytic
Senior Equity Analytic

Still it seems very attractive

Check my previous post
Attachments
LANKEM CEYLON PLC (LCEY.N0000) AttachmentLCEY.docx
You don't have permission to download attachments.
(15 Kb) Downloaded 24 times

5LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Thu May 05, 2011 11:00 am

seyon


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

UKboy wrote:
marketsee wrote:LCEY going to run again like yesterday.buyers are increasing l

This is still undervalued share but I'm more interested to see is there any of the directors buying LCEY at current prices..




Yes uk boy as u said still is undervalued counter.. on 28.04.2011 Anushman Rajaratnam bought around 20,000 share in the range of 520-525. Hence we can expect good performance in last quarter too..

http://www.cse.lk/cmt/upload_cse_announcements/9121304510737_.pdf

Happy Trading

6LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Thu May 05, 2011 11:48 am

UKboy

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

seyon wrote:
UKboy wrote:
marketsee wrote:LCEY going to run again like yesterday.buyers are increasing l

This is still undervalued share but I'm more interested to see is there any of the directors buying LCEY at current prices..




Yes uk boy as u said still is undervalued counter.. on 28.04.2011 Anushman Rajaratnam bought around 20,000 share in the range of 520-525. Hence we can expect good performance in last quarter too..

http://www.cse.lk/cmt/upload_cse_announcements/9121304510737_.pdf

Happy Trading

Aha.. This will be one of the most interesting share to watch in coming weeks....
If there was director's buying means there will be a director's dispose in coming weeks.

7LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Wed May 11, 2011 4:45 pm

seyon


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

seyon wrote:
UKboy wrote:
marketsee wrote:LCEY going to run again like yesterday.buyers are increasing l

This is still undervalued share but I'm more interested to see is there any of the directors buying LCEY at current prices..


Yes this is attractive undervalued counter, everyone looking the last quarter results, which is expected to be very attractive...

Look at the quarter performance ( Group)

EPS & NAV

Quarter-----------2010/11---------- 2009/10-------- NAV

1st quarter-------- 6.24------------- 2.70--------- 89.51

2nd quarter --------3.04---------- --(2.52)------- 92.55

3rd Quarter--------23.63------------12.99-------- 110.00

4the Quarter-------???-------------- 6.72--------- ????


Based on the previous trend of EPS, the last quarter EPS of the current year expected to be in the range of Rs.12 ( expecting halve of the 3rd quarter). Therefore expected EPS for the year would be around in the range of 40-45... and trading PE @ 12 ( as per the today price)

Hence still the price is very much attractive us to hold based on current PE...... Since shares is illiquid 24mn shares ( top 20 representing about 20.8Mn as per last quarter).. there would be high possibility the company to go for split....


Happy Trading...


Can we expect share split or capitalization reserve from LCEY with releasing the quarter financial...

8LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Wed May 11, 2011 4:54 pm

duke


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

seyon wrote:
Can we expect share split or capitalization reserve from LCEY with releasing the quarter financial...

we can expect rights Very Happy

9LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Wed May 11, 2011 5:21 pm

chamith

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

UKboy wrote:
Aha.. This will be one of the most interesting share to watch in coming weeks....
If there was director's buying means there will be a director's dispose in coming weeks.


WHy Would you expect director's buying followed by director's disposing ?

10LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Wed Jun 08, 2011 11:20 pm

seyon


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

seyon wrote:
UKboy wrote:
marketsee wrote:LCEY going to run again like yesterday.buyers are increasing l

This is still undervalued share but I'm more interested to see is there any of the directors buying LCEY at current prices..


Yes this is attractive undervalued counter, everyone looking the last quarter results, which is expected to be very attractive...

Look at the quarter performance ( Group)

EPS & NAV

Quarter-----------2010/11---------- 2009/10-------- NAV

1st quarter-------- 6.24------------- 2.70--------- 89.51

2nd quarter --------3.04---------- --(2.52)------- 92.55

3rd Quarter--------23.63------------12.99-------- 110.00

4the Quarter-------???-------------- 6.72--------- ????


Based on the previous trend of EPS, the last quarter EPS of the current year expected to be in the range of Rs.12 ( expecting halve of the 3rd quarter). Therefore expected EPS for the year would be around in the range of 40-45... and trading PE @ 12 ( as per the today price)

Hence still the price is very much attractive us to hold based on current PE...... Since shares is illiquid 24mn shares ( top 20 representing about 20.8Mn as per last quarter).. there would be high possibility the company to go for split....


Happy Trading...


What has happened to LCEY, though the group produced the very attractive results. price is coming down

Look at the results

Total Net profit 1,736,929,000 even if u take out the other income 219,277,000, still is very much attractive producing 1.5bn

EPS =37.82 PE is trading at (500/37.82) just 13x, NAV/ share Rs.122

Before the results announcement, shares went up to Rs.580, after the attractive results, share price coming down. Funny CSE........

11LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Thu Jun 09, 2011 2:55 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

seyon wrote:
seyon wrote:
UKboy wrote:
marketsee wrote:LCEY going to run again like yesterday.buyers are increasing l

This is still undervalued share but I'm more interested to see is there any of the directors buying LCEY at current prices..


Yes this is attractive undervalued counter, everyone looking the last quarter results, which is expected to be very attractive...

Look at the quarter performance ( Group)

EPS & NAV

Quarter-----------2010/11---------- 2009/10-------- NAV

1st quarter-------- 6.24------------- 2.70--------- 89.51

2nd quarter --------3.04---------- --(2.52)------- 92.55

3rd Quarter--------23.63------------12.99-------- 110.00

4the Quarter-------???-------------- 6.72--------- ????


Based on the previous trend of EPS, the last quarter EPS of the current year expected to be in the range of Rs.12 ( expecting halve of the 3rd quarter). Therefore expected EPS for the year would be around in the range of 40-45... and trading PE @ 12 ( as per the today price)

Hence still the price is very much attractive us to hold based on current PE...... Since shares is illiquid 24mn shares ( top 20 representing about 20.8Mn as per last quarter).. there would be high possibility the company to go for split....


Happy Trading...


What has happened to LCEY, though the group produced the very attractive results. price is coming down

Look at the results

Total Net profit 1,736,929,000 even if u take out the other income 219,277,000, still is very much attractive producing 1.5bn

EPS =37.82 PE is trading at (500/37.82) just 13x, NAV/ share Rs.122

Before the results announcement, shares went up to Rs.580, after the attractive results, share price coming down. Funny CSE........

Eventually this will pick up. But I think people also have a habit of comparing QoQ growth. Dec was very high EPS and March is lower. Maybe some can take it negative due to that. But of course we here at the forum know the seasonal natures of LCEY . DEC is usually a high quarter for LCEY anyway due to Paddy seasonal effect. We can;t expect as the much for March.

Overall LCEY seems to be on track. At the moment I do not own any LCEY shares.

12LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Thu Jun 09, 2011 4:38 am

chamith

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

In CSE, people get to know the profit for the coming Q going to be good through insider information. Therefore people buy expecting to dump when they release the financial reports. Thats what happen to all the counters these days.

13LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Thu Jun 09, 2011 4:51 am

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

chamith wrote:In CSE, people get to know the profit for the coming Q going to be good through insider information. Therefore people buy expecting to dump when they release the financial reports. Thats what happen to all the counters these days.

I was referring to Retailers/small timers who does not usually have such info. What you say is true for big shots with connections.

14LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Fri Jul 08, 2011 9:46 pm

seyon


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

Hi Friends

I heard that SriLanka Insurance Corporation had collected from 450 -550, that was the reason price was shoot up to Rs.590

Do u have any ideas on this ?.

The current price level is very attractive to me in terms of earnings and its assets base, but the decline trend is bit scared to enter.

How u all feel about the current price and the trend

Comment ur views

15LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Fri Jul 08, 2011 9:49 pm

Aamiable


Vice President - Equity Analytics
Vice President - Equity Analytics

Thanks, When the LCEY have a run some can sell them and collect some solid long term stocks.

16LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Sat Jul 09, 2011 1:28 am

Aladin

Aladin
Senior Equity Analytic
Senior Equity Analytic

Director,s selling means? :\

17LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Sat Jul 09, 2011 1:35 am

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics

@seyon

Sri Lanka Insurance Corp bought more last week in the 420s

@Aladin

I wouldn't reach too much into the Director's selling as the quantities are not large and that particular Director is not involved much in the overall running of the group (just some subsidiaries).

18LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Sat Jul 09, 2011 1:37 am

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics

@seyon

Didn't reply to the second part of your post. LCEY is trading at a PE of below 11, which for a diversified group of this caliber is very low. New generation management is aggressively pursuing potential acquisitions and we can expect interesting news over the coming quarters. In a normal market this share would trade at 700+.

19LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Sat Jul 09, 2011 5:26 am

lbnnirmal

lbnnirmal
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

now this share @ 405/= but with the current market situation we can't sure about the bottom of this.(This also going down and down) Crying or Very sad

20LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Wed Aug 10, 2011 11:58 am

seyon


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

What is ur prediction on this quarter results

21LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Mon Aug 15, 2011 10:12 pm

seyon


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

seyon wrote:What is ur prediction on this quarter results

Revenue increased by 4.7bn to 6.1Bn

GP at par level about 750Mn

Profit from operation is drop from 266Mn to 137Mn due to increasing operational expenses.

EPS 4.63 for the first quarter ( we can expect good performance from 2nd and 3rd quarter due to the seasonal effect ( Meha paddy Season)

Further other improvement is company assets value boosted from 90 to 125, this may be due to the recent right issue of group companies ( LNDV, MARA and ....)

Interesting stuff is changes in the top 20s share holder list

New entrance
Sri Lanka Insurance Corporation Ltd-General Fund 211,200
Swiss Lloyd Limited 78,100
Bank of Ceylon No. 1 Account 51,900

Associated Electrical Corporation Ltd stake up by 165.400

and other HNWI

Exit

J. B. Cocoshell (Pvt) Ltd 105,299
Dr. Thirugnanasambandar Senthilverl 52,014


Comment ur views about LCEY..





22LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Tue Aug 16, 2011 6:13 pm

seyon


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

Hi Friends

what is ur idea about LCEY

23LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Fri Aug 26, 2011 12:52 pm

seyon


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

when we are going to have LCEY run,

COLO is on move, Can we expect the next move from LCEY..

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

See report.

http://cse.lk/cmt/upload_report_file/497_1370264400657.pdf


Do you agree with LCEY annual Eps is Rs 35 ( they claim) to start with?


I will leave this open for comments.

25LANKEM CEYLON PLC (LCEY.N0000) Empty Re: LANKEM CEYLON PLC (LCEY.N0000) Tue Jun 04, 2013 7:45 pm

Gaja


Associate Director - Equity Analytics
Associate Director - Equity Analytics

Sir are u saying 12.36/=?

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