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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » FOOD AND BEVERAGE SECTOR

FOOD AND BEVERAGE SECTOR

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1FOOD AND BEVERAGE SECTOR Empty FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 12:25 pm

VALUEPICK

VALUEPICK
Expert
Expert
Investors normally create great demand for defensive stocks such as food stocks during period of uncertainty and in the latter stages of bull market. However, globally this trend has changed during last couple of years. They don’t forget to include some food in their plate (portfolio) even any stage of bull or bear market. There is a good demand for food related stocks in good and bad times. Recently some intelligent investors bought food related stocks in Chinese market as they saw coming selloff in other stocks including overvalued stocks.
 
China might not need as much of Australia’s iron ore and coal as it used to, but its hunger for food will only grow. According to the Australian Financial Review, large volumes of farmland may be over-fertilised and become less productive in China. Listed food related stocks in the Asian Pacific region should benefit lot due to growing demand for food from Asia especially from China. Food production industries could see sustained growth over the coming years.
 
There are different types of food related stocks available in the CSE.
 
Poultry stocks: Namely BFL and TAFL
Tea related Stocks: TPL, MASK, UDPL, MPRH (Management Company of Bogawantalawa Plantation (BOPL).
Dairy related stocks: NEST, LMF
Other food related stocks: GRAN, RWSL, SOY and DIST
 
Currently on valuation and on industry outlook some of the above stocks are very attractive. It is also time to include some food stocks in our portfolio to get above average gain.
 

Good luck!

2FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 1:52 pm

jayathu


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
U have left out RHL group coco RAL. These counters has big potential within them

3FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 2:02 pm

VALUEPICK

VALUEPICK
Expert
Expert
Thank you for listing above stocks. There are few more food related stocks. I just started to go through one by one.

4FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 2:04 pm

piras

piras
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
RHL 
RAL
BFL

Above stocks are my favours.

5FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:34 pm

senthu


Equity Analytic
Equity Analytic
KFP is another food stock 
DPS 2014/15 : 10/-

6FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:43 pm

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
RAL is my favorite food and beverage counter... Average is 4.25

7FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Tue Jun 30, 2015 3:53 pm

senthu


Equity Analytic
Equity Analytic
@Thushara Ayya wrote:RAL is my favorite food and beverage counter... Average is 4.25

My Average is 4.8

What will be the expected price in december 2015?  Very Happy

8FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Thu Jul 02, 2015 4:39 pm

VALUEPICK

VALUEPICK
Expert
Expert
During period of uncertainly, investors buy more defensive stocks like food stocks. They are ideal for all types of market situations.
 
Good luck!

9FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 4:35 am

VALUEPICK

VALUEPICK
Expert
Expert
http://www.ibtimes.com/asias-most-profitable-food-manufacturing-companies-capture-investors-interest-1309207

This is an old link. It is interesting to see that currently, about 60 percent of the world’s population lives in the Asia-Pacific region.
 
Definitely, they will create more demand for food and hot beverages in the coming decade.

10FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 9:23 am

peacockman


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
KOTA 
TSML  &
UDPL 
Now, those are Out of Favour Stocks too!

11FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Sat Aug 01, 2015 12:05 pm

VALUEPICK

VALUEPICK
Expert
Expert
@peacockman wrote:KOTA 
TSML  &
UDPL 
Now, those are Out of Favour Stocks too!
Some out of favour stocks will become favourable stocks when we see turnaround or strong outlook in their industry. In addition, they will have demand in the remaining stages of bull market especially in the later stages.
 
It is also wise to pick stocks in any sector having one of the following as well.
 
Stocks in the accumulation stage

Break out stocks having temporary pause (need to identify their current base) 
Stock changing Weak hands to strong hands 
Investors are getting in stocks 

Pull back stocks ready to go up strongly
Base building stocks
 

Good luck!

12FOOD AND BEVERAGE SECTOR Empty Trading Opportunities in F&B Sector Stocks Wed Jan 13, 2016 7:22 pm

EquityChamp

EquityChamp
Moderator
Moderator
Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL. Basketball

StockClo Price52wk H52wk LDiscount from 52wk H
CCS400.24402609.0%
COCO26.6302411.3%
KFP1902158311.6%
CTC970112488113.7%
SOY452534.926015.5%
NEST201023901903.315.9%
LMF149.918012016.7%
BFL185240.5106.123.1%
DIST231320226.527.8%
RAL3.75.43.631.5%
TAFL111.1162.84531.8%
HVA6.911.36.738.9%

13FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Wed Jan 13, 2016 7:47 pm

Nuwan Prasad


Manager - Equity Analytics
Manager - Equity Analytics
Thank you EC

14FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 10:54 am

VALUEPICK

VALUEPICK
Expert
Expert
Thank you for the effort. There are 12 stocks in the above list. However, all of above stocks can generate strong momentum at any time depend on the market participants and market situation. Identifying trend is key to success. HVA is a kind of stock can go up strongly within a week.
 
We can screen further and we should find out badly beaten down by investors having strong financials and great value.
 
Other factors to watch:
 
Rapid falling in debt
Rising cash flow
Strong industry outlook
Ideal stocks for any type of situation
 
What a list? I would like to go behind badly beaten ones having strong financials and great value and I should understand the business as well.
 

Good luck!

15FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 12:10 pm

samaritan


Moderator
Moderator
Opportunities for F&B sector looks promising.Agree with VP, HVA can turnout to be a star.


_________________




The biggest risk in life is not taking any risk at all.

16FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 12:36 pm

EquityChemp

EquityChemp
Senior Equity Analytic
Senior Equity Analytic
@EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL. Basketball

StockClo Price52wk H52wk LDiscount from 52wk H
CCS400.24402609.0%
COCO26.6302411.3%
KFP1902158311.6%
CTC970112488113.7%
SOY452534.926015.5%
NEST201023901903.315.9%
LMF149.918012016.7%
BFL185240.5106.123.1%
DIST231320226.527.8%
RAL3.75.43.631.5%
TAFL111.1162.84531.8%
HVA6.911.36.738.9%
Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf  gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose  

17FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Sun Jan 17, 2016 3:30 pm

Thushara Ayya

Thushara Ayya
Vice President - Equity Analytics
Vice President - Equity Analytics
@EquityChemp wrote:
@EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL. Basketball

StockClo Price52wk H52wk LDiscount from 52wk H
CCS400.24402609.0%
COCO26.6302411.3%
KFP1902158311.6%
CTC970112488113.7%
SOY452534.926015.5%
NEST201023901903.315.9%
LMF149.918012016.7%
BFL185240.5106.123.1%
DIST231320226.527.8%
RAL3.75.43.631.5%
TAFL111.1162.84531.8%
HVA6.911.36.738.9%
Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf  gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose  
Kawda malli me.....

18FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:32 pm

EquityChamp

EquityChamp
Moderator
Moderator
@Thushara Ayya wrote:
@EquityChemp wrote:
@EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL. Basketball

StockClo Price52wk H52wk LDiscount from 52wk H
CCS400.24402609.0%
COCO26.6302411.3%
KFP1902158311.6%
CTC970112488113.7%
SOY452534.926015.5%
NEST201023901903.315.9%
LMF149.918012016.7%
BFL185240.5106.123.1%
DIST231320226.527.8%
RAL3.75.43.631.5%
TAFL111.1162.84531.8%
HVA6.911.36.738.9%
Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf  gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose  
Kawda malli me.....

By looking at the writing style I can guess this one is one of the funiest mate in this forum, may be one of the existing member who are trying to play with others reputation. However a poor chap. Let's forget. Very Happy

19FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:39 pm

tharindufit


Manager - Equity Analytics
Manager - Equity Analytics
@EquityChemp could be a close friend of @karuna :-)

20FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 3:43 pm

EquityChamp

EquityChamp
Moderator
Moderator
@tharindufit wrote:@EquityChemp could be a close friend of @karuna :-)

Wow. You are genious brother Very Happy

21FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 4:37 pm

shadow walker

shadow walker
Vice President - Equity Analytics
Vice President - Equity Analytics
@tharindufit wrote:@EquityChemp could be a close friend of @karuna :-)

Very Happy Very Happy

22FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 5:26 pm

EquityChemp

EquityChemp
Senior Equity Analytic
Senior Equity Analytic
@Nuwan Prasad wrote:Thank you EC
Unfortunately I am sorry because I thought market recover . That's why I posting step by step with day trading guidelines now u have to buy again for cover your loose I am sorry I can't protect like Mr.  Teller nz boy

23FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Mon Jan 18, 2016 8:44 pm

karuna


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@EquityChamp wrote:
@Thushara Ayya wrote:
@EquityChemp wrote:
@EquityChamp wrote:Similar to manufacturing stocks there are lot of trading opportunities in F&B sector as well. Refer my analysis below.

CCS shows a greater resistance and will definitely a strong stock for long-term investments.

Others like BFL, DIST,RAL,TAFL, etc will hold lot of trading opportunities as they can move high with a slightest market recovery. Please study on your own and try to make some gains to cover up losses. GL. Basketball

StockClo Price52wk H52wk LDiscount from 52wk H
CCS400.24402609.0%
COCO26.6302411.3%
KFP1902158311.6%
CTC970112488113.7%
SOY452534.926015.5%
NEST201023901903.315.9%
LMF149.918012016.7%
BFL185240.5106.123.1%
DIST231320226.527.8%
RAL3.75.43.631.5%
TAFL111.1162.84531.8%
HVA6.911.36.738.9%
Normally i am getting resistance level with day trading guidelines step by step I am not sure to post like nzboy, teller chinwi because i promote rgem boga aluf  gran tafl like stocks with high price after market drop and waste my money but i think long term for good may be 2 years invest plan. some time u plan to sell u have to buy much for cover your loose  
Kawda malli me.....

By looking at the writing style I can guess this one is one of the funiest mate in this forum, may be one of the existing member who are trying to play with others reputation. However a poor chap. Let's forget. Very Happy
What a hell its not me yesterday also I said don't blame to me for everything 
FOOD AND BEVERAGE SECTOR 165964_342252035917577_435229731_n

24FOOD AND BEVERAGE SECTOR Empty Food & Beverage Sector Tue May 31, 2016 9:09 pm

EquityChamp

EquityChamp
Moderator
Moderator
This sector has attracted many investor interest. Market PE as of today is 14x but F&B sector has a PE of 17.9x. This alone tells a story to you. Here are some comparisons among different counters.
   
















MnFY 2015/16FY 2014/15Earnings growthEPSPricePER
LMF8732800%2.211652.7
Bairaha578160261%36.12173.84.8
Three Acre Farms551164236%23.41235.3
Cargills1624576182%7.2515521.4
Tea services1599801100%79.9835.110.5
Cold Stores2875152589%30.25480.215.9
Lion Brewery2088133057%26.1400.915.4
Renuka Foods26019136%2.5622.58.8
Keells Food33526128%13.117513.4
Ceylon Tobacco10635861923%56.8111519.6
Nestle412437879%76.82417.731.5
Distilleries63476553-3%21.221510.1
Convenience Foods96165-42%34.847313.6
Renuka Agri200435-54%0.363.59.7
Tea Smallholder-936-125%-0.327.2-90.7
Lot of companies have recorded more than 20% growth in profit attributable to equity holders. 20% growth in current challenging environment is truly great achievement. That's why this sector has a premium PE than market PE. The good news for you all is that still you can find few stocks who report huge earnings growth this year and still trading @ a single digit PE multiples (highlighted in Green). Green light for you to go after Very Happy

25FOOD AND BEVERAGE SECTOR Empty Re: FOOD AND BEVERAGE SECTOR Tue May 31, 2016 9:20 pm

Teller

Teller
Moderator
Moderator
We can consider sector PER 20 or above by considering leaders like Nest and CCS. Agree?


_________________




Teller said is said..

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