TOKYO CEMENT COMPANY (LANKA) PLC

hotstock · **501** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu 2 Dec 2021 - 14:51

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 2 Dec 2021 - 17:13

chandike73

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This is collecting period and benefits will come after 2 months

lion · **503** Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed 8 Dec 2021 - 18:56

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 8 Dec 2021 - 23:33

soileconomy

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Quarterly results should be encouraging

May come out of woods

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

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 3 Jan 2022 - 16:17

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 20 Jan 2022 - 23:13

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 22 Jan 2022 - 7:37

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 2 Feb 2022 - 3:42

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 9 Feb 2022 - 16:03

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 9 Feb 2022 - 20:29

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 10 Feb 2022 - 2:34

soileconomy

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Better than expected

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

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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 10 Sep 2022 - 8:30

soileconomy

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Expecting good results difficult times

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

samansilva · **515** Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu 15 Sep 2022 - 20:18

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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 9 Nov 2022 - 9:49

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 2 Dec 2021 - 14:51

hotstock

502 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu 2 Dec 2021 - 17:13

chandike73

503 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed 8 Dec 2021 - 18:56

lion

504 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed 8 Dec 2021 - 23:33

soileconomy

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

lion

506 Re: TOKYO CEMENT COMPANY (LANKA) PLC Mon 3 Jan 2022 - 16:17

lion

507 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu 20 Jan 2022 - 23:13

lion

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

chandike73

509 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed 2 Feb 2022 - 3:42

soileconomy

510 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed 9 Feb 2022 - 16:03

lion

511 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed 9 Feb 2022 - 20:29

chandike73

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

soileconomy

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

samaritan

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

soileconomy

515 Re: TOKYO CEMENT COMPANY (LANKA) PLC Thu 15 Sep 2022 - 20:18

samansilva

516 Re: TOKYO CEMENT COMPANY (LANKA) PLC Wed 9 Nov 2022 - 9:49

K.R