PLANTATION SECTOR

Time to collect tea plantation shares before the rally starts,

What really ???

MAL , 
KOTA
BALA
MADU
ELPL
MASK
HPL
WATA
LDEV
TPL
HORA
BOPL
KAHA
UDPL

sureshot wrote:MAL , 
KOTA
BALA
MADU
ELPL
MASK
HPL
WATA
LDEV
TPL
HORA
BOPL
KAHA
UDPL

HORA lol

[size=34]BOGAWANTALAWA TEA ESTATES PLC [/size]

Amazing qtr result will be released soon., 100Mn+ net profit. Today good to buy Plantation sector.

Super performance by MAL.

WATA now dont have Tea, they are now 100% Oil palm and Dairy Business

xhora wrote:WATA now dont have Tea, they are now 100% Oil palm and Dairy Business

Are You Sure?

Nandun wrote:

xhora wrote:WATA now dont have Tea, they are now 100% Oil palm and Dairy Business

Are You Sure?

Yes Check their annual reports, Oil Palm is very profitable with margins near 50%

xhora wrote:

Nandun wrote:

xhora wrote:WATA now dont have Tea, they are now 100% Oil palm and Dairy Business

Are You Sure?

Yes Check their annual reports, Oil Palm is very profitable with margins near 50%

Yes but still they're doing tea

Nandun wrote:

xhora wrote:

Nandun wrote:

xhora wrote:WATA now dont have Tea, they are now 100% Oil palm and Dairy Business

Are You Sure?

Yes Check their annual reports, Oil Palm is very profitable with margins near 50%

Yes but still they're doing tea

No please check June 2020 Quarter financials "Segmental Analysis - Group" No revenue from tea.
That Watawala Tea, Zesta and Rankahata brands available in the market are under Sunshine Holdings and nothing to do with Watawala Plantations. Sunshine buy tea from other plantations, pack and sell both locally and internationally

Again a run will start today

xhora wrote:

Nandun wrote:

xhora wrote:

Nandun wrote:

xhora wrote:WATA now dont have Tea, they are now 100% Oil palm and Dairy Business

Are You Sure?

Yes Check their annual reports, Oil Palm is very profitable with margins near 50%

Yes but still they're doing tea

No please check June 2020 Quarter financials "Segmental Analysis - Group" No revenue from tea.
That Watawala Tea, Zesta and Rankahata brands available in the market are under Sunshine Holdings and nothing to do with Watawala Plantations. Sunshine buy tea from other plantations, pack and sell both locally and internationally

You are correct . I checked only annual report .But why tea is in that segmental analysis 2019/2020 annual report

Highly recommend NAMU and KGAL.

KavinduTM wrote:Highly recommend NAMU and KGAL.

Not for trading. Make a investment on plantation sector. Future is bright. Also hope a good dividend yield (>10%)

How is the BALA for Mid term investment? Is the current price is good for collect?

i think o k below16

gayan1987 wrote:How is the BALA for Mid term investment? Is the current price is good for collect?

Invest in BALA and KOTA if you can have strong holding power. At least 18 months (1 & half yr). As they are still having the curve. 

Look sharp KOTA is still trading below 7/=. It's true that the KOTA NAV was decreased by 66% over 3 years.Also BALA is having a (-) NAV of 14. But now they are starting to perform better now. KOTA June QR not released yet. Guess what will happen if it is positive. 

So according to my view if you are investing in plantation sector,


Invest 30% in BALA and KOTA. (BALA is trading below 14/= and KOTA is trading below 7/= .They are still in loses and warming up. Trading @low prices and even 100% gain is possible within couple years. But cannot expect a dividend sooner.)

Invest 60% in NAMU and KGAL. (They are already earning profits and paying good amounts of dividends , so if you are buying @current prices you will be able to get more than 9% dividend + capital gain.) Much better than FDs

You can wait and invest the remaining 10% in any other interested plantation after a good analysis.

Good Luck!

Agreed with your comments. Technically it's correct.

Hi Kavindu
Have you considered the pending wage and Palm oil issues?

At this time best in manufacturing sectors. Haycarb, Dipp, Expo are better counters than plantation sectors.

glad wrote:Hi Kavindu
Have you considered the pending wage and Palm oil issues?

Not actually, do you think there will be a big impact?

arun.cse wrote:At this time best in manufacturing sectors. Haycarb, Dipp, Expo are better counters than plantation sectors.

Nah brother, they already had a big price gain. So right now plantations are more potential.

KavinduTM wrote:

gayan1987 wrote:How is the BALA for Mid term investment? Is the current price is good for collect?

Invest in BALA and KOTA if you can have strong holding power. At least 18 months (1 & half yr). As they are still having the curve. 

Look sharp KOTA is still trading below 7/=. It's true that the KOTA NAV was decreased by 66% over 3 years.Also BALA is having a (-) NAV of 14. But now they are starting to perform better now. KOTA June QR not released yet. Guess what will happen if it is positive. 

So according to my view if you are investing in plantation sector,


Invest 30% in BALA and KOTA. (BALA is trading below 14/= and KOTA is trading below 7/= .They are still in loses and warming up. Trading @low prices and even 100% gain is possible within couple years. But cannot expect a dividend sooner.)

Invest 60% in NAMU and KGAL. (They are already earning profits and paying good amounts of dividends , so if you are buying @current prices you will be able to get more than 9% dividend + capital gain.) Much better than FDs

You can wait and invest the remaining 10% in any other interested plantation after a good analysis.

Good Luck!

All had a good price gain today. Guys enter before its too late.

BALA  :cheers:16

Palm oil issue, I believe will have a serious impact ( ELPL, NAMU) unless the government take it step by step. Tea estates have more labour force than rubber or palm. And because of that and also they may have to pay the arrears + EPF, ETF and also termination benefits. Probably the plantation sector will not pay any dividends. And then the next salary adjustment will be round the corner. This is what I think, correct me I am wrong.

glad wrote:Palm oil issue, I believe will have a serious impact ( ELPL, NAMU) unless the government take it step by step. Tea estates have more labour force than rubber or palm. And because of that and also they may have to pay the arrears + EPF, ETF and also termination benefits. Probably the plantation sector will not pay any dividends. And then the next salary adjustment will be round the corner. This is what I think, correct me I am wrong.

Yeah as you say, there might be extra expenses but i'm pretty sure KGAL and NAMU will keep paying dividends. Also expect a better div in future because they are started to perform better comparing to last years.