FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com


Join the forum, it's quick and easy

FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com
FINANCIAL CHRONICLE™
Would you like to react to this message? Create an account in a few clicks or log in to continue.

Encyclopedia of Latest news, reviews, discussions and analysis of stock market and investment opportunities in Sri Lanka


Submit PostSubmit Post
ශ්‍රී ලංකා මූල්‍ය වංශකථාව - සිංහල
Submit Post



Latest topics

» What will happen tomorrow?
by Mr. X Today at 4:09 pm

» "MFL" DEAL to 12 RS (multi finance plc)
by Wickyz Today at 3:00 pm

» FUTURE of BROWNS INVESTMENT PLC (BIL)
by ONTHEMONEY Yesterday at 6:53 pm

» Sri Lanka Investment Forum 2021
by samaritan Yesterday at 1:06 pm

» Related party transactions in Banks cause concerns
by ChooBoy Fri May 07, 2021 10:59 pm

» Daily Foreign Transactions
by Pradeep90 Fri May 07, 2021 10:24 pm

» Japanese money laundering via PABC Bank raise CB eye brows
by Lotus Eater Fri May 07, 2021 9:34 pm

» Principal governmental and regulatory policies that govern the banking sector in Sri Lanka
by Lotus Eater Fri May 07, 2021 9:18 pm

» Ban of chemical fertilizers is a great news
by ADVENTUS Fri May 07, 2021 6:29 pm

» DIPD/HAYC/HAYL
by ADVENTUS Fri May 07, 2021 1:11 pm

» Peoples leasing technically positive Target Price Rs 20
by Eranx Fri May 07, 2021 11:30 am

» PEOPLE'S LEASING & FINANCE PLC
by Eranx Fri May 07, 2021 11:29 am

» GLAS will be winner with Super Gain.
by Promoney Thu May 06, 2021 10:30 pm

» What happens in the market is absolutely 100% out of your control. Stock market for beginners
by Asoka Samarakone Thu May 06, 2021 9:45 pm

» Synergies of possible merger between Sampath Bank and PABC
by CHRONICLE™ Thu May 06, 2021 5:42 pm

» ACCESS ENGINEERING ( AEL.N )
by ADVENTUS Thu May 06, 2021 1:50 pm

» Prime Lands Residencies Limited (PLR)
by Nandun Thu May 06, 2021 10:42 am

» EXPOLANKA HOLDINGS PLC (EXPO.N0000)
by Captain Wed May 05, 2021 11:51 pm

» Growing Fear
by Wickyz Wed May 05, 2021 8:15 pm

» CONGRATULATIONS TO FINANCIAL CHRONICLE ON THIS 11TH YEAR
by CHRONICLE™ Wed May 05, 2021 3:31 pm

EXPERT CHRONICLE™

ECONOMIC CHRONICLE

GROSS DOMESTIC PRODUCT (GDP)


CHRONICLE™ YouTube

CHRONICLE™ NEWS PRODUCTS

FINANCIAL CHRONICLE™

Views & Reviews, Analysis, Evaluations, Discussions, Gossip and Hot Tips relating to Sri Lankan companies listed on the Colombo Stock Exchange (CSE)
Contribute




DAILY CHRONICLE™

Latest news and articles published in Newspapers, Websites, Blogs and other online news sites relating to business and investments in Sri Lanka
Contribute



ECONOMIC CHRONICLE™

This is a section that provide news, views, analysis, predications relating to Political and Socio-Economic factors and how such activities affect the Stock Market and other economic activity of the Country.

Contribute




EXPERT CHRONICLE™

This is an exclusive section for Expert Articles which will help member to share knowledge through comments and responses of the members. All members are allowed to reply and make comments to these articles.

Contribute


Submit Post


CHRONICLE™ YouTube

Youtube Videos and other visual presentations relating Stock market and other investment advise submitted by members or other contributors.

Contribute


Submit Post


කොළඔ කොටස් වෙළඳපොළේ වංශකථාව
කොළඔ කොටස් වෙළඳපොළේ ලැයිස්තුගත සමාගම් කොටස් ගැන තොරතුරු¸විශ්ලේෂණ¸සාකච්ඡා¸ කටකතා¸රසකතා යන සියල්ල අපේම සිංහලෙන් කතා කළ හැකි ‘කතා මණ්ඩපය’

Contribute

Twitter Feeds
POPULAR COMPANIES
A

ABANS ELECTRICALS PLC

ACCESS ENGINEERING PLC Hot

ACL CABLES PLC

ACL PLASTICS PLC

ACME PRINTING & PACKAGING PLC

AGSTAR PLC

AITKEN SPENCE HOTEL HOLDINGS PLC

AITKEN SPENCE PLC

ANILANA HOTELS AND PROPERTIES PLC

ARPICO INSURANCE PLC

ASIA ASSET FINANCE PLC

ASIA CAPITAL PLC

B

BAIRAHA FARMS PLC

BALANGODA PLANTATIONS PLC

BIMPUTH FINANCE PLC

BLUE DIAMONDS JEWELLERY WORLDWIDE PLC

B P P L HOLDINGS PLC

BROWNS BEACH HOTELS PLC

BROWNS INVESTMENTS PLC

C

CARGO BOAT DEVELOPMENT COMPANY PLC

CENTRAL INDUSTRIES PLC

CEYLON COLD STORES PLC

CEYLON GRAIN ELEVATORS PLC Hot

CEYLON TEA BROKERS PLC

CEYLON TOBACCO COMPANY PLC

CHEVRON LUBRICANTS LANKA PLC

COLOMBO FORT LAND & BUILDING PLC

COMMERCIAL BANK OF CEYLON PLC

CITRUS LEISURE PLC Hot

COMMERCIAL CREDIT AND FINANCE PLC

D

DANKOTUWA PORCELAIN PLC

DFCC BANK PLC

DIALOG AXIATA PLC

DIALOG FINANCE PLC

DIPPED PRODUCTS PLC

DISTILLERIES COMPANY OF SRI LANKA PLC

DUNAMIS CAPITAL PLC

E

EAST WEST PROPERTIES PLC Hot

EASTERN MERCHANTS PLC

EXPOLANKA HOLDINGS PLC

E-CHANNELLING PLC

F

FIRST CAPITAL HOLDINGS PLC

G

GALADARI HOTELS (LANKA) PLC

GUARDIAN CAPITAL PARTNERS PLC

H

HATTON NATIONAL BANK PLC

HAYLEYS PLC

HAYLEYS FABRIC PLC

HAYLEYS FIBRE PLC Hot

HEMAS HOLDINGS PLC

HIKKADUWA BEACH RESORT PLC

HNB ASSURANCE PLC

HVA FOODS PLC

J

JANASHAKTHI INSURANCE COMPANY PLC

JOHN KEELLS HOLDINGS PLC Hot

JOHN KEELLS HOTELS PLC

L

LANKA ASHOK LEYLAND PLC

LANKA IOC PLC

LANKEM CEYLON PLC

LANKEM DEVELOPMENTS PLC

LAUGFS GAS PLC

LAUGFS POWER LIMITED

LOLC FINANCE PLC

LOLC HOLDINGS PLC

LUCKY LANKA MILK PROCESSING COMPANY PLC

M

MELSTACORP PLC

N

NATIONAL DEVELOPMENT BANK PLC

NATION LANKA FINANCE PLC

NESTLE LANKA PLC

O

ORIENT FINANCE PLC

OVERSEAS REALTY (CEYLON) PLC

P

PANASIAN POWER PLC

PEOPLE'S LEASING & FINANCE PLC

PIRAMAL GLASS CEYLON PLC

PRIME FINANCE PLC

R

RAIGAM WAYAMBA SALTERNS PLC

RENUKA AGRI FOODS PLC

RENUKA CAPITAL PLC

RENUKA HOLDINGS PLC

RICHARD PIERIS AND COMPANY PLC

RICHARD PIERIS EXPORTS PLC Hot

ROYAL CERAMICS PLC

S

SAMPATH BANK PLC

SEYLAN BANK PLC

SIERRA CABLES PLC

SINGHE HOSPITALS PLC Hot

SMB LEASING PLC

SOFTLOGIC HOLDINGS PLC

SOFTLOGIC LIFE INSURANCE PLC

SRI LANKA TELECOM PLC

SWISSTEK (CEYLON) PLC Hot

T

TEEJAY LANKA PLC

TESS AGRO PLC

THREE ACRE FARMS PLC

TOKYO CEMENT COMPANY (LANKA) PLC Hot

U

UNION BANK OF COLOMBO PLC

V

VALLIBEL FINANCE PLC

VALLIBEL ONE PLC Hot

VALLIBEL POWER ERATHNA PLC

W

WASKADUWA BEACH RESORT PLC


You are not connected. Please login or register

FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » JOHN KEELLS HOLDINGS PLC (JKH.N0000)

JOHN KEELLS HOLDINGS PLC (JKH.N0000)

Go to page : Previous  1, 2, 3, 4, 5 ... 12 ... 21  Next

Go down  Message [Page 4 of 21]

61JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu Jul 24, 2014 10:06 pm

Market R


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
profit 2146.26 mn
with a capital gain of Rs 389mn recorded on disposal of shares in Expolanka Holdings PLC

62JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu Jul 24, 2014 11:34 pm

ccsentha


Vice President - Equity Analytics
Vice President - Equity Analytics
They bought at 15 isn't it?

63JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri Jul 25, 2014 2:15 am

Market R


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
I got this detail from a update that was relesed by Jhon Keells Stock Brokers

64JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri Jul 25, 2014 2:26 am

VALUEPICK


Expert
Expert
Sectors such as Food and beverages, Finance sector, plantations ETC have contributed for their growth.

65JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri Jul 25, 2014 6:06 am

Harry82


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Supper profit NTB

66JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri Jul 25, 2014 6:38 am

shadow walker

shadow walker
Vice President - Equity Analytics
Vice President - Equity Analytics
I think With the profit gain JKH N could reach to 250..

67JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri Jul 25, 2014 9:30 am

PriyanDV


Senior Equity Analytic
Senior Equity Analytic
NTB will have good days with finance sector rally .

68JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri Jul 25, 2014 3:44 pm

Market R

Market R
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
KEELLS FOD PRODUCTS
PROFIT 37.82 MN
JOHN KEELLS HOLDINGS
PROFIT 2146.26 MN
CEYLON COLD STORES
PROFIT 299.31 MN
JOHN KEELLS HOTELS
??
NATION TRUST BANK
??

WHAT WILL BE THE RESULTS OF KHL&NTB?

CAN SEE SOME UPWERD TREND ON KHL THESE DAYS.

69JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat Jul 26, 2014 4:28 am

SHARK aka TAH

SHARK aka TAH
Expert
Expert
I think enough is enough JKH trading in 2XX, We should be seeing soon 300 and 400

70JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Sat Jul 26, 2014 5:32 am

marusira


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
SHARK wrote:I think enough is enough JKH trading in 2XX, We should be seeing soon 300 and 400
Sure.300+  I'm with u shark Very Happy Very Happy 

71JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Wed Jul 30, 2014 11:10 am

Market R

Market R
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
KHL also having good profit than previous year.

72JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Wed Jul 30, 2014 11:26 am

dhanurrox


Vice President - Equity Analytics
Vice President - Equity Analytics
@marusira wrote:
SHARK wrote:I think enough is enough JKH trading in 2XX, We should be seeing soon 300 and 400
Sure.300+  I'm with u shark Very Happy Very Happy 
Here in CSE kings are also irrational.

73JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu Jul 31, 2014 12:10 am

Eng Krishantha

Eng Krishantha
Expert
Expert
@PriyanDV wrote:NTB will have good days with finance sector rally .

yeap.. i think so....

74JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Wed Aug 06, 2014 6:10 pm

Market R

Market R
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@ccsentha wrote:They bought at 15 isn't it?


John Keells brought Expolanka shares at Rs 6/- before the IPO
pls refer the below link for more info

http://www.island.lk/index.php?page_cat=article-details&page=article-details&code_title=24285

75JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Thu Aug 07, 2014 11:35 am

StockGuru

StockGuru
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I am looking at orders and I see buyers are flocking to the warrants as they seem to be very attractive.

Business Basil


Manager - Equity Analytics
Manager - Equity Analytics
Target Price : LKR 261.20 - 338.60
Recommendation : BUY

Analysts : Dhinali Peiris,  Raguram Raamakrishnan

Mega scale property development – JKH proposed integrated property development project which will be monetizing its 10 acre land in Colombo 2 includes apartments, office complexes, hotels, shopping areas and entertainment facilities. The company has indicated the
project will require an investment of about USD 820 Mn.

We expect this project to add significant value to JKH in the long run.

Tourist boom to continue – The tourist arrival growth for Sri Lanka for FY13/14 & 1HFY14/15 was 25.5% and 21.0% respectively while for Maldives the growth was 15.9% and 10.3% respectively. The sector earned a revenue growth YoY of 9.5% and 6.7% for the FY13/14 and 1HFY14/15. Sri Lanka expects to achieve a target of 2.5 Mn tourist arrivals by 2016 that requires the country to double fold its current capacity. We expect leisure segment to remain the largest contributor to JKH (excluding waterfront project) performance and continue its revenue growth on a 3 year CAGR of 10.6%, backed by its strong brand.

Consumer Food & Retail segment restructured for superior performance – The retail segment was restructured starting from its inventory management to the presentation in larger stores, under the guidance of professional experts with global experience. Hence, the retail segment increased revenue YoY by 9.1% and 19.5% in FY13/14 and 1HFY14/15 respectively. We expect this sector to further benefit from the anticipated growth in disposable income in the country. Sri Lanka targets to increase its per capita GDP to USD 7,500 by 2020. Hence, we expect revenue CAGR of 21.1% through FY14/15 to FY16/17 for the segment.

PROPERTY SEGMENT
Largest private sector investment to date
JKH latest Waterfront development project commenced construction in FY14/15Q1. The integrated property development is the largest private sector investment to date with an estimate cost of USD 820 Mn. The gaming area is expected to be approx. 4% of the total space of the integrated resort (IR). In April 2014, the project received approval under the Strategic Development Project Act No.14. Due to the scale of the project it has received a number of tax concessions (refer annexure for details).

The project will be funded through a mix of equity and debt. According to company sources, debt will be raised through a 7 year syndicated loan of USD 445 Mn.

Considering the recent trend of higher demand for mid and upscale apartments units, we expect a significant portion of IR apartments to be presold.

According to the management the residential units witnessed encouraging buying interest on the blueprint.

Nevertheless in the long run we expect Waterfront to enjoy high occupancy rates based on the projected shortage of grade A office space by 2020.

Furthermore, with the government’s initiative to promote Sri Lanka as a destination for business outsourcing, we expect more foreign companies to rent office space in the country.


If gaming facilities is to be accommodated in the IR project we expect it to be one of the main contributors to the revenue. If planned gaming facilities are to be included, the operations are expected to be carried out by an international operator. The project company, Waterfront Properties (Pvt) Ltd (WPL) is expected to earn a fixed rental income plus a variable component
based on profits. We expect the main target markets to be the growing upper middle class of India and the expatriates in the Middle Eastern, where Waterfront could be a cheaper and close proximity destination compared to the other gaming destinations such as Singapore and Macau.
‘OnThree20’ apartment complex: 99% of the available apartments have already been sold, which has effectively financed the project. In addition, ‘7th Sense’ apartment complex is also currently under construction. Currently, 88% of the available apartments are pre sold. We expect the remaining units of the above to be sold during FY14/15. We estimate, approximately 1,500
mid to up end scale apartments are under construction excluding the Waterfront project.

Myriad of opportunities
With JKH rich land bank and expertise in the property segment business we believe JKH is ideally placed to capitalize on the increasing demand for property in Colombo. However, we do not expect a new venture until the Waterfront project is completed in FY18/19. We expect the segment to post a revenue of LKR 3.5 Bn (Waterfront projection excluded) and Gross Profit of
LKR 874.2 Mn in FY14/15.

LEISURE SEGMENT
City hotel performance to remain steady
JKH’s two city hotels, Cinnamon Grand and Cinnamon Lakeside command a market share of 51% (end March 2014) as per the management. Due to Galle Face Hotel and Hilton refurbishments, we expect JKH city hotels to benefit in the near term. However, the room availability has risen with Kingsbury and Taj Samudra recently completing their refurbishments. Additionally, number
of global hotel chains is expected to begin operations in Colombo over the next couple of years.

Elevated top tier competition is not likely to affect JKH city hotels performance since the global hotel chains are likely to charge a premium in order to maintain their global standards. Therefore, we estimate Cinnamon Grand and Cinnamon Lakeside to increase occupancy YoY by by 3.1% and 2.9% through FY14/15 to FY16/17.

Cinnamon Red, a lean luxury hotel commenced operations in September 2014. The project is a joint venture with Sancity Hotels & Properties Ltd and managed by JKH Group’s Hotel management sector. The room rates are at a discount of ~55% to JKH five-star hotels focusing on the business traveler.

Due to the higher than expected current occupancy rates, we believe the contribution to the segment profit from Cinnamon Red to increase over time.

Resorts to recover due to booming tourism sector Improved political and macro economic conditions in Sri Lanka (SL) are expected to further boost the tourism industry. Tourist arrivals increased YoY by 26.7%, and 20.3% YoY for CY2013 and 2014 Jan – Nov, respectively. Sri
Lanka targets 2.5 Mn and 4.5 Mn tourists by 2016 and 2020 respectively.

Despite the increase in tourist arrivals, the expected occupancy in resorts marginally declined due to the expansion of the informal sector. However, the tourist mix has been shifting. The spending power of Chinese and Indian middle class is expected to increase further, which should benefit JKH.

Currently, JKH resort Average Room Rate (ARR) is USD 110 - 115 with occupancy levels of 75% - 80%. Chaaya Tranz (Hikkaduwa) and Cinnamon Wild (Yala) which recommenced their operations after refurbishments during FY13/14 are expected to contribute to the pickup in occupancy rates.
Therefore we estimate JKH SL resorts average occupancy to be 67% in FY14/15 and 71% in FY15/16 and FY16/17 respectively. The group is considering two additional star class hotels in Nuwara Eliya and Yala.

Maldives resorts operating at full capacity
Maldives is considered one of the most expensive tourist destinations in the world and we expect JKH to benefit from the high pricing. Currently, JKH ARR is USD 305 - 310 allowing the company to enjoy high margins. The political stability also has benefit Maldives tourism. We expect the room rates to increase 10.4% p.a. (in USD terms) over the next three years.

Therefore, the overall medium term outlook for the Maldivian operation is positive.

Tourist arrivals in Maldives recorded a significant increase of 17.4% in CY2013. In addition, JKH Maldivian resorts enjoy an occupancy rate of 86.0%, higher than the Maldivian average occupancy rate of 81.3% (in 2013).

We expect the Maldivian resort to continue to operate above average occupancy rates.
Increased performance in both Sri Lanka and Maldives The leisure sector recorded a YoY revenue growth of 9.5% and 6.7% in FY13/14 and 1HFY14/15 respectively. SL resort contribution to the segment revenue has increased from 32.5% in FY10/11 to 44.5% in FY13/14. We expect the current revenue mix to continue. The sector revenue is expected to grow YoY by 11.0%, 12.0% and 8.8% for FY14/15, FY15/16 and FY16/17. We do not expect significant capex expenditure in the next three years.

Courtesy - NDB Securities

77JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Wed Mar 04, 2015 12:15 am

EquityChamp

EquityChamp
Moderator
Moderator
In summery I recommended this stock long before. For long term investment as well as trading. The current price movements created a great platform for trading so enjoy the ride.

78JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Wed Mar 04, 2015 3:12 am

Jana

Jana
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
Better to buy Warrants because we need to think which is good
20/= gain for 200/= or
20/= gain for 3/= (even 10/= gain for 30/= much better)

79JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Fri Mar 06, 2015 9:25 am

Ernie Tissera


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Any comment on this JKH stock after the new developments please? What will happen today.

80JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Mar 09, 2015 12:22 am

Jana

Jana
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
buy Warrants short term gain

81JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Mar 09, 2015 9:51 am

Senior Citizen

Senior Citizen
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Jana wrote:buy Warrants short term gain


Jana I like your style as you never give up that easily!
Good going. Some times you make me wonder what your strategy is and you keep me guessing!

Can never understand a woman so the saying goes!

Since you are adamant about the JKH W's I shall get the W 23 today.

82JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Mon Mar 09, 2015 9:55 am

sharemarket

sharemarket
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Senior Citizen wrote:
@Jana wrote:buy Warrants short term gain


Jana I like your style as you never give up that easily!
Good going. Some times you make me wonder what your strategy is and you keep me guessing!

Can never understand a woman so the saying goes!

Since you are adamant about the JKH W's I shall get the W 23 today.

May be tomorrow on wards no sellers @205.................

Melissa Pereira


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Sri Lanka is poised for robust economic expansion from the revival of the economy after the end of civil conflict in 2009 and ensued progression made by the country with more stable macro-economic fundamentals. Country's GDP has grown by 7.5% in real terms since 2009 and is expected to continue similar growth momentum. JKH has been able to establish strong presence in key growth segments of the economy with market leadership in most of its businesses.

JKH historically has been able to make strategic entries into growth sectors. The latest entry is into mixed development projects via its flagship investment “Waterfront Integrated Resort Development Project (IR)” which is expected to drive the next growth phase of the group. We estimate the project to account for 26% of the valuation of the group and coupled with existing portfolio of businesses JKH presents a unique opportunity for an investor to get exposure to Sri Lankan economy.

Well established portfolio of businesses to drive the financials in medium term: JKH current operation includes well diversified portfolio of businesses with strong foothold on their respective sectors. It has market leadership in key growth segments, tourism (largest hotel operator in the country) and consumer food (market leader in beverage and ice cream). The transportation sector serves as the cash cow for the group with its container handling and bunkering businesses. JKH's presence in financial services through insurance and banking further strengthens its business portfolio. Accordingly we forecast JKH to show 13% CAGR in bottom line for next two years.

Strong Corporate Governance gives flexibility in strategy as well as funding: JKH does not have single entity or group entity controlling shareholder and the Board of directors consist of majority independent directors. Thereby the Board has the flexibility to drive the company's strategy to optimize stakeholder expectations including minority shareholders. JKH has 100% free float which consists of majority foreign shareholders gives the group flexibility to raise equity capital with fair degree of ease.



 See more @- http://research.srilankaequity.com/t1122-john-keells-holdings-plc-initiation-coverage#1264

84JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Wed Aug 26, 2015 1:13 pm

VALUEPICK

VALUEPICK
Expert
Expert
After sometimes JKH is trading around Rs.175 now. Is it time to buy this stock?

85JOHN KEELLS HOLDINGS PLC (JKH.N0000) - Page 4 Empty Re: JOHN KEELLS HOLDINGS PLC (JKH.N0000) Wed Aug 26, 2015 1:18 pm

nimantha80


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
175 deela adda 2 million

Sponsored content


Back to top  Message [Page 4 of 21]

Go to page : Previous  1, 2, 3, 4, 5 ... 12 ... 21  Next

Permissions in this forum:
You cannot reply to topics in this forum