TOKYO CEMENT COMPANY (LANKA) PLC

hotstock · **501** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Dec 02, 2021 2:51 pm

hotstock

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Their revenue is good but highly impacted by the cost of sales (Refer the 2020/2021 EPS below, down by >100% YoY). It was at 70-80 during 2020 with 8+ EPS and now at 55 whereas profitability/PE has significantly impacted. I think we have to wait for next quarter to understand how new price structure going to benefit profitability. (Has strong support at 50)

TOKYO CEMENT COMPANY (LANKA) PLC - Page 21 Bm37WwW+FV0AAAAASUVORK5CYII=

TOKYO CEMENT COMPANY (LANKA) PLC - Page 21 Bm37WwW+FV0AAAAASUVORK5CYII=

chandike73 · **502** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Dec 02, 2021 5:13 pm

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This is collecting period and benefits will come after 2 months

lion · **503** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Dec 08, 2021 6:56 pm

lion

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Rally has started.
Extreme shortage of Cement in the market.
Cement is given only in quantities of 10,20 kg bags in retail, not even 1 full bag is given for buyers.
Order books must over running.
With the price increase, revenue will increase at least 10% and expecting the costs to remain the same, this quarter EPS will be above 5 per share.
I'm not sharing the calculations as the reader should do some analysis before buying Smile

My preference is X as the % of return is higher compared to N, anyway that's my preference.
Expect N to trade above 70 by year end, X to follow.
All the best.

soileconomy · **504** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Dec 08, 2021 11:33 pm

soileconomy

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Quarterly results should be encouraging

May come out of woods

lion · **505** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Dec 11, 2021 9:27 am

lion

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Yes, definitely out of the woods... can expect the price to return to previous levels soon. Very good foreign buying as well.

lion · **506** Re: TOKYO CEMENT COMPANY (LANKA) PLC Mon Jan 03, 2022 4:17 pm

lion

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Cement prices further revised up by Rs. 100.
Good collection today for both X and N.
Price should adjust back to early 2021 levels soon.
Short term targets:
X-75
N-85

lion · **507** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Jan 20, 2022 11:13 pm

lion

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Heavy collection today both voting and non voting. 3rd quarter financials should be solid due to extreme demand for Cement and shortage in the market.
Prices should adjust back to early 2021 levels I.e N-80 and X- 75 very soon.

chandike73 · **508** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Jan 22, 2022 7:37 am

chandike73

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Nation Lanka Equities set target price as Target Price: LKR 84.00/71.00 with BUY recommendation

soileconomy · **509** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Feb 02, 2022 3:42 am

soileconomy

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Tokyo Non voting added to my PF today expecting a decent gain

lion · **510** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Feb 09, 2022 4:03 pm

lion

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Great financials released for the 3rd quarter by TKYO.
3rd Quarter EPS 4.09
Qtr on Qtr,
Increase in Gross profit of 75%. ( 2Bn to 3.5 bn)
PAT increase from 127mn to 1.6 Bn

chandike73 · **511** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Feb 09, 2022 8:29 pm

chandike73

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TKYO,x at very attactive price. It will move beyond 75 in a short term. If someone can invest for 3 months 50% return is guarenteed,

soileconomy · **512** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Feb 10, 2022 2:34 am

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Better than expected

samaritan · **513** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Feb 10, 2022 10:23 am

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lion wrote:Great financials released for the 3rd quarter by TKYO.
3rd Quarter EPS 4.09
Qtr on Qtr,
Increase in Gross profit of 75%. ( 2Bn to 3.5 bn)
PAT increase from 127mn to 1.6 Bn

TKYO poised to reach ATH for sure!

soileconomy · **514** Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Sep 10, 2022 8:30 am

soileconomy

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Expecting good results difficult times

Last edited by soileconomy on Sat Sep 10, 2022 8:31 am; edited 1 time in total (Reason for editing : .)

samansilva · **515** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Sep 15, 2022 8:18 pm

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soileconomy wrote:Expecting good results difficult times

TKYO X will pass Rs 40..

K.R · **516** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Nov 09, 2022 9:49 am

K.R

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Excellent Results for the quarter.

ACL , CIND , KCAB to follow

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TOKYO CEMENT COMPANY (LANKA) PLC

501 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Dec 02, 2021 2:51 pm

hotstock

502 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Dec 02, 2021 5:13 pm

chandike73

503 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Dec 08, 2021 6:56 pm

lion

504 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Dec 08, 2021 11:33 pm

soileconomy

505 Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Dec 11, 2021 9:27 am

lion

506 Re: TOKYO CEMENT COMPANY (LANKA) PLC Mon Jan 03, 2022 4:17 pm

lion

507 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Jan 20, 2022 11:13 pm

lion

508 Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Jan 22, 2022 7:37 am

chandike73

509 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Feb 02, 2022 3:42 am

soileconomy

510 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Feb 09, 2022 4:03 pm

lion

511 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Feb 09, 2022 8:29 pm

chandike73

512 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Feb 10, 2022 2:34 am

soileconomy

513 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Feb 10, 2022 10:23 am

samaritan

514 Re: TOKYO CEMENT COMPANY (LANKA) PLC Sat Sep 10, 2022 8:30 am

soileconomy

515 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu Sep 15, 2022 8:18 pm

samansilva

516 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed Nov 09, 2022 9:49 am

K.R

517 Re: TOKYO CEMENT COMPANY (LANKA) PLC

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