TOKYO CEMENT COMPANY (LANKA) PLC

Vishwanarth · **451** Re: TOKYO CEMENT COMPANY (LANKA) PLC Tue Aug 10, 2021 9:42 am

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Dump to buy. After buying straight f

Dumped ro buy. Bought by one or two persons? See next

Vishwanarth · **452** Re: TOKYO CEMENT COMPANY (LANKA) PLC Tue Aug 10, 2021 9:42 am

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Dump to buy. After buying straight f

Dumped ro buy. Bought by one or two persons? See next

samaritan · **453** Re: TOKYO CEMENT COMPANY (LANKA) PLC Tue Aug 10, 2021 12:37 pm

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Once the construction activities including the Port City gets going in full throttle, the demand for cement will be so high that Tokyo may not be in a position to meet the demand.
A share with great potential for appreciation in the not too distant future for sure.

xhunter · **454** Re: TOKYO CEMENT COMPANY (LANKA) PLC Tue Aug 10, 2021 4:09 pm

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In the last year, TOKYO revenue vs sales cost was in the linear region.
In the last quarter they were in the bottom of that. It means they don’t need more investment/upgrades, simply they can elevate GP by just increasing sales.
Since they are in the bottom of this liner region, when they elevate their sales it will generate few times higher GP.
Anyway a smart investor will find out other dynamics which has an impact on sales as well as the cost.
Lot of people read TOKYO report in the wrong way that smart investors can utilize this as an opportunity.
DISC : not holding, but I might enter, seeking for a more attractive price.

Mithooshan · **455** Re: TOKYO CEMENT COMPANY (LANKA) PLC Tue Aug 10, 2021 5:24 pm

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Any reason for this specific rop in Tokyo N & X yesterday and today ?

@samaritan

Vishwanarth · **456** Re: TOKYO CEMENT COMPANY (LANKA) PLC Tue Aug 10, 2021 11:58 pm

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Dump for bottom collection.

samaritan · **457** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Aug 11, 2021 10:06 am

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Tokyo embarked on an ambitious expansion plan based on the Govt's farsighted decision to encourage local manufacturing sector. Hence, i am confident that the new FM will intervene to revise the MRP in order to achieve a win-win situation in relation to its accelerated development while benefiting the manufacturing sector. In a constantly evolving economic & business scenario certain changes in policy is imminent and inevitable.

In the above stated event collectors will emerge winners. GL

dayandacool · **458** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Aug 11, 2021 1:13 pm

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samaritan wrote:Tokyo embarked on an ambitious expansion plan based on the Govt's farsighted decision to encourage local manufacturing sector. Hence, i am confident that the new FM will intervene to revise the MRP in order to achieve a win-win situation in relation to its accelerated development while benefiting the manufacturing sector. In a constantly evolving economic & business scenario certain changes in policy is imminent and inevitable.

In the above stated event collectors will emerge winners. GL

Price revision is the only way out in the short term.

samaritan · **459** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Aug 12, 2021 11:54 am

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dayandacool wrote:

samaritan wrote:Tokyo embarked on an ambitious expansion plan based on the Govt's farsighted decision to encourage local manufacturing sector. Hence, i am confident that the new FM will intervene to revise the MRP in order to achieve a win-win situation in relation to its accelerated development while benefiting the manufacturing sector. In a constantly evolving economic & business scenario certain changes in policy is imminent and inevitable.

In the above stated event collectors will emerge winners. GL

Price revision is the only way out in the short term.

There has been an upward revision of Laugfs gas price. Likewise, cement price too may be revised given the heavy reliance of mega infrastructure development projects on cement.

TKYO in keeping with investor expectation can turn out to be the golden egg. Don't sell & regret later. Just an advise!

dayandacool · **460** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Aug 12, 2021 12:03 pm

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samaritan wrote:

dayandacool wrote:

samaritan wrote:Tokyo embarked on an ambitious expansion plan based on the Govt's farsighted decision to encourage local manufacturing sector. Hence, i am confident that the new FM will intervene to revise the MRP in order to achieve a win-win situation in relation to its accelerated development while benefiting the manufacturing sector. In a constantly evolving economic & business scenario certain changes in policy is imminent and inevitable.

In the above stated event collectors will emerge winners. GL

Price revision is the only way out in the short term.

There has been an upward revision of Laugfs gas price. Likewise, cement price too may be revised given the heavy reliance of mega infrastructure development projects on cement.

TKYO in keeping with investor expectation can turn out to be the golden egg. Don't sell & regret later. Just an advise!

ANC Can print as much money as he wants. Surely we will see a price revision in Cement as well. So much for the modern monetary theory or should I say Cabral Economic. "we can print as much money as we want. There will not be any rise in Inflation" Very Happy

P.S: Rising commodity prices is not called Inflation Very Happy

samaritan · **461** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Aug 12, 2021 12:12 pm

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dayandacool wrote:

samaritan wrote:

dayandacool wrote:

samaritan wrote:Tokyo embarked on an ambitious expansion plan based on the Govt's farsighted decision to encourage local manufacturing sector. Hence, i am confident that the new FM will intervene to revise the MRP in order to achieve a win-win situation in relation to its accelerated development while benefiting the manufacturing sector. In a constantly evolving economic & business scenario certain changes in policy is imminent and inevitable.

In the above stated event collectors will emerge winners. GL

Price revision is the only way out in the short term.

There has been an upward revision of Laugfs gas price. Likewise, cement price too may be revised given the heavy reliance of mega infrastructure development projects on cement.

TKYO in keeping with investor expectation can turn out to be the golden egg. Don't sell & regret later. Just an advise!

ANC Can print as much money as he wants. Surely we will see a price revision in Cement as well. So much for the modern monetary theory or should I say Cabral Economic. "we can print as much money as we want. There will not be any rise in Inflation"

P.S: Rising commodity prices is not called Inflation

MMT holds true where there is substantial economic growth (GDP). ANC may be banking on FDIs and other inflows, something we have to wait and see. TOKYO CEMENT COMPANY (LANKA) PLC - Page 19 Icon_lol

Successful control of the pandemic could be the game changer!

chandike73 · **462** TKYO X and N Thu Aug 19, 2021 4:59 pm

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Did you notice an increasing demand for TKYO in last hour?

samaritan · **463** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Aug 19, 2021 5:37 pm

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chandike73 wrote:Did you notice an increasing demand for TKYO in last hour?

You are right. I am sure price revision is in the pipeline and TKYO will be back to its former glory in the very near future.

chandike73 · **464** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Aug 19, 2021 8:24 pm

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https://srilankamirror.com/news/24371-shortage-of-cement-price-to-rise-from-rs-100-150
Tokyo

geshan · **465** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Aug 19, 2021 10:32 pm

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chandike73 wrote:https://srilankamirror.com/news/24371-shortage-of-cement-price-to-rise-from-rs-100-150
Tokyo

Construction workers state that a cement shortage has disrupted construction activities for more than two weeks.

This is due to cement importers not releasing goods to the market. Cement importers have requested a price hike between Rs. 100 -150 from the Consumer Affairs Authority as they are incurring higher costs in releasing the goods to the market, and have been turned down.

cwij5252 · **466** Re: TOKYO CEMENT COMPANY (LANKA) PLC Fri Aug 20, 2021 6:22 am

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Constructors lament severe cement shortage

Cement is unavailable in the country now and constructors said that they cannot meet deadlines of their contracts due to this reason.

Even though a bag of cement has to be sold at Rs. 950, now it is being sold at Rs.1,200 causing untold hardships for the contractors.

Kurunegala District Building Constructors’ Association Chairman N.M.Nimal Perera said that authorities should take immediate steps to resolve the issue.

cwij5252 · **467** Re: TOKYO CEMENT COMPANY (LANKA) PLC Fri Aug 20, 2021 6:32 am

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SL government has no option but to increase the price of cement by Rs.100 - 150. So Tokyo will fly.

dayandacool · **468** Re: TOKYO CEMENT COMPANY (LANKA) PLC Fri Aug 20, 2021 7:59 am

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Dear Mr ANC. You can't expect to print money at will and keep commodity prices stable. Shocked

Mr. X · **469** Re: TOKYO CEMENT COMPANY (LANKA) PLC Fri Aug 20, 2021 10:50 am

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Price revision will come soon....

samaritan · **470** Re: TOKYO CEMENT COMPANY (LANKA) PLC Fri Aug 20, 2021 12:54 pm

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TOKYO ON RUNWAY TO TAKEOFF!

TOKYO CEMENT COMPANY (LANKA) PLC - Page 19 2Q==

cwij5252 · **471** Re: TOKYO CEMENT COMPANY (LANKA) PLC Fri Aug 20, 2021 1:11 pm

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There was no reason Tokyo to go down. Tokyo had a profit of 0.98 cents. Manipulators dumped it.

seany · **472** TKYO what's up? Fri Sep 10, 2021 1:06 pm

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experts what's happening to tkyo? what's the reason for this low low price?? any comments/recommendations? good to enter? TOKYO CEMENT COMPANY (LANKA) PLC - Page 19 1f62c

TOKYO CEMENT COMPANY (LANKA) PLC - Page 19 1f62c

chandike73 · **473** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Sep 11, 2021 9:58 am

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This price range is very attactive to enter for new people and average for exising share holders. This will fly defineetely after price revision. Can expect 25% return within 3 months maximum.

soileconomy · **474** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Sep 11, 2021 11:01 am

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Will there be a price revision ?if it is then price may go up.otherwise results will be red

chandike73 · **475** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Sep 11, 2021 12:53 pm

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Already requested from CAA. Last year EPS is 13.53. and this year first quarter 0.74 eps maintained. NAV is 54.32 Further they have invested huge mony in capacity exansion programms and results will be added from next quarter.

soileconomy · **476** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Sep 11, 2021 2:34 pm

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Market trigger will be the MRP.
If it is allowed to increase then this will

xhunter · **477** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Sep 11, 2021 7:16 pm

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chandike73 wrote:Already requested from CAA. Last year EPS is 13.53. and this year first quarter 0.74 eps maintained. NAV is 54.32 Further they have invested huge mony in capacity exansion programms and results will be added from next quarter.

yes, CAA is willing to increase the MRP, now waiting for government approval

https://www.themorning.lk/caa-to-increase-cement-prices-if-govt-approves/

THASSIM · **478** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Sep 15, 2021 12:54 pm

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Tokyo is trading deeply discounted to it's 200 / 20 MA & RSI below 30 as there is significant uncertainty prevailing with regards to its escalating COS due to LKR depreciation and margins deteriorating due to prices being controlled by the gov.

CAA has given the green light for a price hike which is now awaiting regulatory approval. TKYO has also engaged in capacity increment initiatives which will see it add a further 1 mn MT production capacity to its existing 3mn MT. Cement is essential and TKYO is a counter worthy to be monitored.

I personally believe TKYOx should be trading no lower than 60 and TKYO at 74-75 once the price hike is approved.

Disclosure : I hold TKYO

ADVENTUS · **479** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Sep 16, 2021 1:56 am

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THASSIM wrote:Tokyo is trading deeply discounted to it's 200 / 20 MA & RSI below 30 as there is significant uncertainty prevailing with regards to its escalating COS due to LKR depreciation and margins deteriorating due to prices being controlled by the gov.

CAA has given the green light for a price hike which is now awaiting regulatory approval. TKYO has also engaged in capacity increment initiatives which will see it add a further 1 mn MT production capacity to its existing 3mn MT. Cement is essential and TKYO is a counter worthy to be monitored.

I personally believe TKYOx should be trading no lower than 60 and TKYO at 74-75 once the price hike is approved.

Disclosure : I hold TKYO

Yes, heavily discounted.

Hope to see some positive movement.

chandike73 · **480** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Sep 16, 2021 1:35 pm

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Seems price revision approved by CAA

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TOKYO CEMENT COMPANY (LANKA) PLC

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