Plantation Sector

ABEST · 21 Re: Plantation Sector Thu Sep 08, 2011 4:10 pm

ABEST

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yeap, HOPL is good, but, wait for financial statement

http://forum.srilankaequity.com/t9397-plantation-company-among-sri-lankas-top-10

Be cautious · 22 Re: Plantation Sector Thu Sep 08, 2011 4:13 pm

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statement is published in cse for 31/06/2011

ABEST · 23 Re: Plantation Sector Thu Sep 08, 2011 4:16 pm

ABEST

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@Be cautious wrote:statement is published in cse for 31/06/2011

i am saying 30.09.2011
because,wage hike matter will reflect next financial statement

Slstock · 24 Re: Plantation Sector Thu Sep 08, 2011 4:26 pm

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@Navigator wrote:What is the best share in Plantation Sector at the present......?
What do you guys think about HOPL.....? Is it worth to buy.....?

Many companies had - EPSs due to wage issue. Few companies might have shown positive eps ( tricky) due to not reporting the gratuity and some wage backpay.

One group of companies reported + eps even after taking care of gratuity and wage hike. Can you guess? KGAL and NAMU. ( ofcourse RICH reduced management charges as courtesy) but they reported + Eps.

If interested in plantations best is to look at the facts I mentioned and identify the share which has the strongest potential to recover. ( I am talking medium term investment).

If for short term, it is different story as any of the beaten down share from time to time can have small upward movements.

Jana1 · 25 Re: Plantation Sector Thu Sep 08, 2011 8:29 pm

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This may not be a good time for plantation. I will wait till next qtr report out

xmart · 26 Re: Plantation Sector Thu Sep 08, 2011 8:39 pm

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@jana1,

yep. not a good time for traders, but if you see future values this is the time to collect at lowest. specially rubber and palm oil remain attractive.

MY MONEY · 27 Re: Plantation Sector Thu Sep 08, 2011 9:27 pm

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@ XMART
how about RICH.N0000

xmart · 28 Re: Plantation Sector Thu Sep 08, 2011 10:15 pm

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this is not a recommendation. but if you ask me what i'm doing with RICH, collecting!
Dr. Sena Yaddehige is a very competent person who drive the arpico group to this extend. this business will not bankrupt due to low performance of group. business is an art. the chairman know the art.
with future palm oil business as well as from their other operational activities they may shine future. good stock to keep eye on in long term. now it is trading at attractive price.
this is just my personal view only. don't use this to make any buy/sell/hold activities.

Roboticfx · 29 Re: Plantation Sector Thu Sep 08, 2011 10:25 pm

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Plantation sector is not attractive much these days. They are turning around limited price levels. Very Happy

MY MONEY · 30 Re: Plantation Sector Thu Sep 08, 2011 10:58 pm

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@xmart wrote:this is not a recommendation. but if you ask me what i'm doing with RICH, collecting!
Dr. Sena Yaddehige is a very competent person who drive the arpico group to this extend. this business will not bankrupt due to low performance of group. business is an art. the chairman know the art.
with future palm oil business as well as from their other operational activities they may shine future. good stock to keep eye on in long term. now it is trading at attractive price.
this is just my personal view only. don't use this to make any buy/sell/hold activities.

thnks bro

Jana1 · 31 Re: Plantation Sector Fri Sep 09, 2011 6:06 am

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@xmart wrote:@jana1,

yep. not a good time for traders, but if you see future values this is the time to collect at lowest. specially rubber and palm oil remain attractive.

I didn't refer traders. For investment this is not good time. you can buy all plantation shares at lowest level in near future. As most of the wage allowances were not properly recognised in last qtr. So this qtr will get affect. wait and see you will very rarely see positive qtr report in plantation companies.

sajeethk · 32 Re: Plantation Sector Fri Sep 09, 2011 6:30 am

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Due to wage high they have adjusted the gratuity provision last qtr accounts so most of the company show losses cos of that. may be some of the company adjust provision on Sep qtr. I think by Dec qtr plantation sector will rally..

xmart · 33 Re: Plantation Sector Sun Sep 11, 2011 7:11 pm

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@Jana1 wrote:

@xmart wrote:@jana1,

yep. not a good time for traders, but if you see future values this is the time to collect at lowest. specially rubber and palm oil remain attractive.

I didn't refer traders. For investment this is not good time. you can buy all plantation shares at lowest level in near future. As most of the wage allowances were not properly recognised in last qtr. So this qtr will get affect. wait and see you will very rarely see positive qtr report in plantation companies.

perhaps you may be correct. but RICH is not a pure plantation based company. the arm is controlling a big area. 10~11 is very good price to collect if you asked me. if you want the rock bottom and if you can identify it, best of luck. for me, this is a good price to collect for long term.

opfdo · 34 Plantation Sector Sat Sep 22, 2012 8:37 am

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with out MPRH - METROPOLITAN RESOURCE HOLDINGS PLC,

Note - ELPL EPS taken from last financial year report. Others calculate as Q*4

Plantation Sector - Page 2 New_pi17

Note - ELPL NAVPS as at 31/03/2011

Plantation Sector - Page 2 New_pi18

Chanuque · 35 Re: Plantation Sector Sat Sep 22, 2012 11:45 am

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Big thank you @opfdo as you are providing much needed and updated fundamentals promptly. Some including myself is having some kind of laziness I would say to gather the data when we need them around. But, you are timely providing these information to this forum. Hats off buddy ..

Slstock · 36 Re: Plantation Sector Sat Sep 22, 2012 12:09 pm

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Many thanks Optfo for all in one on plantations.

Some plantations like KGAL had not the best last quarter. Usually their last 2 year EPS was over 25. Also some plantation had a very good last quarter. Taking nothing way from optfo for his effort, just note that last Qx4 is just a guideline.

BTW, did anyone notice how KAHA one of the poorest in performance out of the group so far mostly held its price during the deep fall. When stronger earning companies like KGAL once at Rs 280 went to Rs 75, MAL Rs 12 to Rs 3+, KAHA went to 25 from Rs 40+ at the peak. Make you wonder of the shareholder mentality

If there is a run, some plantations has some serious catching up to do Wink

opfdo · 37 Re: Plantation Sector Sat Sep 22, 2012 12:09 pm

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thanks mate, it is encouraging. If someone benifited from my post, it is what i expect. And very few like you come back & say thank you. I am not expecting thanks. But i encourage you all to develop our human values. Because after our death, no one will take any shares that we are having or money or anything, only good thing what we have done through our values. Smile

@Chanuque wrote:Big thank you @opfdo as you are providing much needed and updated fundamentals promptly. Some including myself is having some kind of laziness I would say to gather the data when we need them around. But, you are timely providing these information to this forum. Hats off buddy ..

Slstock · 38 Re: Plantation Sector Sat Sep 22, 2012 12:14 pm

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Hallelujah.

Appreciate your efforts and time like I said before. Lot of people like to talk gossip , follow the heard, some try to show off their skills by showing their superior deals hiding others, some either being over postive or excessively negative, few people like you try to talk/educate what we are really here for.

Keep up the good work. Don't know whether you noticed the last line of my signature? Goes with your post below.

@opfdo wrote:thanks mate, it is encouraging. If someone benifited from my post, it is what i expect. And very few like you come back & say thank you. I am not expecting thanks. But i encourage you all to develop our human values. Because after our death, no one will take any shares that we are having or money or anything, only good thing what we have done through our values.

@Chanuque wrote:Big thank you @opfdo as you are providing much needed and updated fundamentals promptly. Some including myself is having some kind of laziness I would say to gather the data when we need them around. But, you are timely providing these information to this forum. Hats off buddy ..

Last edited by slstock on Sat Sep 22, 2012 12:26 pm; edited 1 time in total

opfdo · 39 Re: Plantation Sector Sat Sep 22, 2012 12:19 pm

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thanks admin

@slstock wrote:Many thanks Optfo for all in one on plantations.

Some plantations like KGAL had not the best last quarter. Usually their last 2 year EPS was over 25. Also some plantation had a very good last quarter. Taking nothing way from optfo for his effort, just note that last Qx4 is just a guideline.

BTW, did anyone notice how KAHA one of the poorest in performance out of the group so far mostly held its price during the deep fall. When stronger earning companies like KGAL once at Rs 280 went to Rs 75, MAL Rs 12 to Rs 3+, KAHA went to 25 from Rs 40+ at the peak. Make you wonder of the shareholder mentality

If there is a run, some plantations has some serious catching up to do

sriranga · 40 Re: Plantation Sector Sat Sep 22, 2012 12:19 pm

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Thanks a lot and appreciate your valuable contribution.

Kithsiri · 41 Re: Plantation Sector Sat Sep 22, 2012 12:22 pm

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@opfdo wrote: I am not expecting thanks.

This is a Good virtue ! Expecting will not break the circle. Very Happy

Rapaport · 42 Re: Plantation Sector Sat Sep 22, 2012 12:28 pm

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Good Job macho!

Looks like Mal needs to be researched a bit more. Time to rotate stocks!

Cheers!

Slstock · 43 Re: Plantation Sector Sat Sep 22, 2012 12:32 pm

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@Kithsiri wrote:

@opfdo wrote: I am not expecting thanks.

This is a Good virtue ! Expecting will not break the circle.

Expecting is a good virtue yes . It will save ourselves unnecessary heartache another benefit apart from virtue.

But sadly it is others responsibility to atleast say Thank you ( won;t cost money) if they benefited. When we want we go to pay people to get things done. But when it is free we take it for granted.

Sadly many people need to develop better human qualities.

Money is not everything.

opfdo · 44 Re: Plantation Sector Sat Sep 22, 2012 12:33 pm

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"Expect/Expecting"
We all are having expectation, it is the energy of our life. not even in the cse but every area in our life. When breaking the expectation, how much pain we have,..... why....think.......therefor do good always,

@Kithsiri wrote:

@opfdo wrote: I am not expecting thanks.

This is a Good virtue ! Expecting will not break the circle.

Gainer · 45 Re: Plantation Sector Sat Sep 22, 2012 12:33 pm

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Thanks opfdo i think MADU plantation is good navps 58.50 last quarter return to profits eps .91, last time it was went up 37.00 now trading 17.00

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Plantation Sector

21 Re: Plantation Sector Thu Sep 08, 2011 4:10 pm

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