Recommended buys in planation

Wimal Modawansa · 1 Recommended buys in planation Mon Oct 09, 2017 8:02 am

Wimal Modawansa

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PLANTATION SHARES WHICH OFFERS VALUE PRESENTLY.
"exit before the bubble bursts'

BALA P/E OF 1.50-(NAV 100.89-MP 36.10)
MASK P/E OF 2.14-(NAV 19.19-MP 19.19)
UDPL P/E OF 2.29-(NAV 35.28-MP 45.70)
MAL P/E OF 4.11-(NAV 13.96-MP 12.10/12.50)
BOPL P/E OF 4.75-(NAV 17.39-MP 17.90)
NAMU P/E OF 4.84-(NAV 112.62-MP 92.00)
MADU P/E OF 4.89-(NAV 16.48-MP 18.20)
HAPU P/E OF 4.91-(NAV 38.25-MP 32.50)

sanjulanka · 2 Re: Recommended buys in planation Mon Oct 09, 2017 8:51 am

sanjulanka

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Where Ldev.I think PE Below 2 Very Happy

Wimal Modawansa · 3 Re: Recommended buys in planation Mon Oct 09, 2017 10:30 am

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yes 57% holding in Agrapaththa Plantation. Ratios needs to be adjusted.

ranferdi · 4 Re: Recommended buys in planation Mon Oct 09, 2017 10:50 am

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BALA is the Best.. Potential to cross above NAV by the end of year.

Namal · 5 Re: Recommended buys in planation Mon Oct 09, 2017 12:08 pm

Namal

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Watch LDEV..

Wimal Modawansa · 6 Re: Recommended buys in planation Mon Oct 09, 2017 12:33 pm

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BALA WILL BE THE STAR - WILL CROSS THE ASSET VALUE BRFORE YEAR END!
(others are NAMU and HAPU)

BALA P/E OF 1.50-(NAV 100.89-MP 36.10)
MASK P/E OF 2.14-(NAV 19.19-MP 19.19)
UDPL P/E OF 2.29-(NAV 35.28-MP 45.70)
MAL P/E OF 4.11-(NAV 13.96-MP 12.10/12.50)
BOPL P/E OF 4.75-(NAV 17.39-MP 17.90)
NAMU P/E OF 4.84-(NAV 112.62-MP 92.00)
MADU P/E OF 4.89-(NAV 16.48-MP 18.20)
HAPU P/E OF 4.91-(NAV 38.25-MP 32.50)

Wimal Modawansa · 7 Re: Recommended buys in planation Mon Oct 09, 2017 9:33 pm

Wimal Modawansa

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Profit figures of planation companies for the quarter ended September 2017 is in the process of being finalized this week. Companies trading below their net asset values - BALA,MAL,NAMU and HAPU could shoot up. Watch these counters.

wisdom · 8 Re: Recommended buys in planation Tue Oct 10, 2017 2:55 am

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I found BALA NAV under RS 20 and most of the profit comes as other operating income. So BALA is not attractive to me. But MAL still good. It depends on crowd behaviour cause every one knows plantation shares not making profits most of the time. We can’t expect PE value as fundamental shares.

Wimal Modawansa · 9 Re: Recommended buys in planation Tue Oct 10, 2017 6:18 am

Wimal Modawansa

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don't go only by NAV which is secondary. .The best indicator of value is P/E
Look at the following.

BALA P/E OF 1.50-(NAV 100.89-MP 36.10)
MASK P/E OF 2.14-(NAV 19.19-MP 19.19)
UDPL P/E OF 2.29-(NAV 35.28-MP 45.70)

ranferdi · 10 Re: Recommended buys in planation Tue Oct 10, 2017 6:50 am

ranferdi

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@wisdom wrote:I found BALA NAV under RS 20 and most of the profit comes as other operating income. So BALA is not attractive to me. But MAL still good. It depends on crowd behaviour cause every one knows plantation shares not making profits most of the time. We can’t expect PE value as fundamental shares.

WRONG..
Where did you find this.. Please see the last annual report it was having 88nav.
Ane now with last quarter profits NAV stands at 100+
This us the gem in plantatation..

wisdom · 11 Re: Recommended buys in planation Tue Oct 10, 2017 7:03 am

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You are correct. Last quarter profit and loss statement says NAV As RS 18.89 . But when the total equity value on BS divided by no of shares is nearly Rs100

Richman · 12 Re: Recommended buys in planation Tue Oct 10, 2017 7:28 am

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LDEV has a PE under 2 and if you apply sector PE to ldev its worth around 25.

Coming to revenue Tea prices are going up and up and with the combination of the tea they have they will produce good revenue. They have a hydro power plant under them, does any of you how much revenue this will add. With the last quarter eps of 1.97, I am expecting an EPS around 2 for this quater.

Ran49 · 13 Re: Recommended buys in planation Tue Oct 10, 2017 7:31 am

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LDEV will touch 13.50 level today... with yesterday trade pattern.....

Wimal Modawansa · 14 Re: Recommended buys in planation Tue Oct 10, 2017 1:31 pm

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@wisdom wrote:You are correct. Last quarter profit and loss statement says NAV As RS 18.89 . But when the total equity value on BS divided by no of shares is nearly Rs100

Ha.....Ha......The Finance guys have annualized the Net Asset Value as well.Divided by 4 .!!! Very Happy

Wimal Modawansa · 15 Re: Recommended buys in planation Tue Oct 10, 2017 2:07 pm

Wimal Modawansa

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BALA P/E OF 1.50-(NAV 100.89-MP 36.10)

Sector P/E 3.5 ? then where will BALA go?

ranferdi · 16 Re: Recommended buys in planation Tue Oct 10, 2017 4:14 pm

ranferdi

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Feels like plantation sector which has value purposely kept aside by big players and collaborators. At the same time a Group is formulating a CRAP wave promoting shares which has no value.
May be they are looking for a way to get rid of crap and get into plantation at cheap rate.
Anyway I am sure that plantations will revive sooner or soon after Sep financials are being released.

Wise people will buy into right now.

newone · 17 Re: Recommended buys in planation Tue Oct 10, 2017 6:01 pm

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What happened HPFL today ? Is it good to buy?

Wimal Modawansa · 18 Re: Recommended buys in planation Sun Oct 15, 2017 7:23 am

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TEA PRICES UP...... UP ....... AND UP!

http://www.sundayobserver.lk/2017/10/15/business/tea-market-report

BALA WILL LEAD THE RUN!

RS 100 PLUS BASED ON FINANCIALS?FOLLOWED BY UDPL?

Cricketman · 19 Re: Recommended buys in planation Sun Oct 15, 2017 8:00 am

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See UDPL,

Annualized EPS - 20
Current PE - 2.5
Sector PE - 4.8
Current trading price - 50.00
Just guess trading around PE 3/3.5.

Namal · 20 Re: Recommended buys in planation Sun Oct 15, 2017 8:11 am

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http://www.asiasiyaka.com/images/REPORT-40.pdf

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Recommended buys in planation

1 Recommended buys in planation Mon Oct 09, 2017 8:02 am

Wimal Modawansa

2 Re: Recommended buys in planation Mon Oct 09, 2017 8:51 am

sanjulanka

3 Re: Recommended buys in planation Mon Oct 09, 2017 10:30 am

Wimal Modawansa

4 Re: Recommended buys in planation Mon Oct 09, 2017 10:50 am

ranferdi

5 Re: Recommended buys in planation Mon Oct 09, 2017 12:08 pm

Namal

6 Re: Recommended buys in planation Mon Oct 09, 2017 12:33 pm

Wimal Modawansa

7 Re: Recommended buys in planation Mon Oct 09, 2017 9:33 pm

Wimal Modawansa

8 Re: Recommended buys in planation Tue Oct 10, 2017 2:55 am

wisdom

9 Re: Recommended buys in planation Tue Oct 10, 2017 6:18 am

Wimal Modawansa

10 Re: Recommended buys in planation Tue Oct 10, 2017 6:50 am

ranferdi

11 Re: Recommended buys in planation Tue Oct 10, 2017 7:03 am

wisdom

12 Re: Recommended buys in planation Tue Oct 10, 2017 7:28 am

Richman

13 Re: Recommended buys in planation Tue Oct 10, 2017 7:31 am

Ran49

14 Re: Recommended buys in planation Tue Oct 10, 2017 1:31 pm

Wimal Modawansa

15 Re: Recommended buys in planation Tue Oct 10, 2017 2:07 pm

Wimal Modawansa

16 Re: Recommended buys in planation Tue Oct 10, 2017 4:14 pm

ranferdi

17 Re: Recommended buys in planation Tue Oct 10, 2017 6:01 pm

newone

18 Re: Recommended buys in planation Sun Oct 15, 2017 7:23 am

Wimal Modawansa

19 Re: Recommended buys in planation Sun Oct 15, 2017 8:00 am

Cricketman

20 Re: Recommended buys in planation Sun Oct 15, 2017 8:11 am

Namal

21 Re: Recommended buys in planation

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