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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » CARGO BOAT DEVELOPMENT COMPANY PLC (CABO.N0000)

CARGO BOAT DEVELOPMENT COMPANY PLC (CABO.N0000)

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Anushka Perz
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kam2011


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Thanka All. Interesting discussion. Rooms of Rnuka hotel(RENU) were closed for business for around 3 to 4 months during the last financial year , Otherwise EPS could have been little more.However from dec 2010 all rooms are ready for business after refurbishment. (This information are given in dec. Q accounts ) Therefore we can expect better result in the current Q.

ALLI paid highest dividend this year among all finance companies. ALLIi is also engaged in stock market business and every year they have earned significant profit from that business.

Antonym


Vice President - Equity Analytics
Vice President - Equity Analytics

CABO has declared a dividend of Rs 4 per share (subject to Shareholder approval at the AGM). This is a significant improvement from last year's Rs 2.25.
AGM Date: 23-09-2011.
XD Date: 26-09-2011.
Payment Date: 29-09-2011.
The dividend announcement has been uploaded on the CSE website.

StocksWatch


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Antonym wrote:CABO has declared a dividend of Rs 4 per share (subject to Shareholder approval at the AGM). This is a significant improvement from last year's Rs 2.25.
AGM Date: 23-09-2011.
XD Date: 26-09-2011.
Payment Date: 29-09-2011.
The dividend announcement has been uploaded on the CSE website.

Thanks Antonym for updating this thread with CABO's latest announcement.

Also I noticed a significant increase in CABO's volume last week. Could it be due to information about this dividend being leaked?

Antonym


Vice President - Equity Analytics
Vice President - Equity Analytics

StocksWatch wrote:
Antonym wrote:CABO has declared a dividend of Rs 4 per share (subject to Shareholder approval at the AGM). This is a significant improvement from last year's Rs 2.25.
AGM Date: 23-09-2011.
XD Date: 26-09-2011.
Payment Date: 29-09-2011.
The dividend announcement has been uploaded on the CSE website.

Thanks Antonym for updating this thread with CABO's latest announcement.

Also I noticed a significant increase in CABO's volume last week. Could it be due to information about this dividend being leaked?
Hi, StocksWatch.
I don't know about any information leak.
But if I had some extra funds right now, CABO would be on my shopping list. Not just for the dividend, but for their understated investment portfolio... It would be great if you could update this thread when the CABO Annual Report is released (expected shortly).

lkmihiruk


Equity Analytic
Equity Analytic

thanks everybody

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics

StocksWatch wrote:
Company’s Investment:
...The share prices of most of the companies held in CABO’s portfolio had appreciated as of 31st March 2011 and therefore we can expect an increased market value for these investments in the forthcoming annual report for 2010/2011. Let’s try to calculate this figure...

...Therefore we can reasonably expect a market value of CABO’s investment at Rs. 1143 (1123+20) where 20 million is other investments which are not valued at market price...
@StocksWatch: I must commend you on your excellent estimation! The market value of CABO's investments on 31-03-2011 was Rs 1,119 million.

As per my rough calculation, Net Assets per share was approx Rs 162 on 31-03-2011. Can you please confirm this and draw our attention to any new points in their Annual Report?

http://www.cse.lk/cmt/upload_report_file/615_1314702698412.%20Annual%20Report%202011.pdf

gamester


Equity Analytic
Equity Analytic

අයියෝ මේ CABO ගැන කතා කරලා වැඩක් නැ , මේක මලාට වැඩි වෙන්නේ නැ,




This is not a buy/sell/hold recommendation. This is my personal view.
Do your homework & take your own investment decisions.

33CARGO BOAT DEVELOPMENT COMPANY PLC (CABO.N0000) - Page 2 Empty CABO went up 120.00 Thu May 23, 2013 12:32 pm

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics

CABO holding LLUB 2 million shares
COMB 1.5 million shares
DFCC 2 Million shares
NDB 0.15 million share
SPEN .73 million shares
RENU .45 million shares
SERV 1 million shares and etc.....
currently CABO more value.

Gaja


Associate Director - Equity Analytics
Associate Director - Equity Analytics

CABO & RENU hold huge PF in the market, only concern is the management attitude regarding Minority shareholders

Bond


Manager - Equity Analytics
Manager - Equity Analytics

Gaja wrote:CABO & RENU hold huge PF in the market, only concern is the management attitude regarding Minority shareholders

Then why not DFCC?
What would SLIC be worth? Wink

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)


RENU is still at Rs 260-270.

Has

COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

Bond


Manager - Equity Analytics
Manager - Equity Analytics

slstock wrote:You say this after CABO has run 60%.

RENU is still at Rs 270.


COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

I did not say this is not worth. I know the Renuka Group including this one is value for money.

Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

I was not referring to you Bond.

Only to Gainer when he quotes CABo portfolio after a 50- 60% run.


If I recall DFCC portfolio was valued at about Rs 40-50 per share ( when DFCC was Rs 110 or Rs 120). Now it has to be more with COMB also increasing.


Anyway since RENU has nearly 1 DFCC per 1 RENU this is value. DFCC ran 40% nearly and RENU only about 20%

There are several portoflio value mismatches by large margins in the market.

CIT/CFI
DIST has a good portfolio with core business ( but DIST is appreciating)
possibly LMF





Bond wrote:
slstock wrote:You say this after CABO has run 60%.

RENU is still at Rs 270.


COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

I did not say this is not worth. I know the Renuka Group including this one is value for money.

Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.

Bond


Manager - Equity Analytics
Manager - Equity Analytics

slstock wrote:I was not referring to you Bond.

Only to Gainer when he quotes CABo portfolio after a 50- 60% run.


If I recall DFCC portfolio was valued at about Rs 40-50 per share ( when DFCC was Rs 110 or Rs 120). Now it has to be more with COMB also increasing.


Anyway since RENU has nearly 1 DFCC per 1 RENU this is value. DFCC ran 40% nearly and RENU only about 20%

There are several portoflio value mismatches by large margins in the market.

CIT/CFI
DIST has a good portfolio with core business ( but DIST is appreciating)
possibly LMF





Bond wrote:
slstock wrote:You say this after CABO has run 60%.

RENU is still at Rs 270.


COMB 3.0 million
DFCC 6.9 Million
NDB 0.5 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

I did not say this is not worth. I know the Renuka Group including this one is value for money.

Just asking what is the value of DFCC? Surely such a large block would carry high premium. Just imagine what SLIC is worth with it's stakes.


LMF for sure. It is one of the controllers of the Harry J empire. Also it has a good business to back it. If Anchor milk powder imports are stopped ..... well Razz

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics

COBO holding LLUB 2 million shares

Current value 610 million rupees - Cost 81 million rupees =

529 million profits / number of shares 10,200,036 = 51.86 profits per share.

this profits only from LLUB , Other shares if calculate imagine....... cheers



Jana

Jana
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)


RENU is still at Rs 260-270.

Has

COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation


RENU NAV 320 without portfolio revaluation trading @ 270/=...

So RENU go up

CABO Hold RENU as well

Then CABO ...!!!

SO CABO may go up...

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics

Yes but note
roughly 20 CABO shares holds 1 RENU


Jana wrote:
slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)


RENU is still at Rs 260-270.

Has

COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation


RENU NAV 320 without portfolio revaluation trading @ 270/=...

So RENU go up

CABO Hold RENU as well

Then CABO ...!!!

SO CABO may go up...

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

gud research gainer ! we need more of u in this forum ! hope cabo follw the same trend of llub & dist !

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics

slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!
The unrealized capital gain on this is more than Rs 50 per CABO share.

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics

slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)

RENU is still at Rs 260-270.
Has
COMB 3.0 million
DFCC 6.9 Million
NDB 0.58 million
NTB 1.8 Million
SERV 2.2 million
RICH 2 million

NAV 320 without portfolio revaluation

RENU holding 1.4 million LLUB also huge profits up RENU it will go up 500+ and CABO 200+

The Alchemist


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Antonym wrote:
slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!
The unrealized capital gain on this is more than Rs 50 per CABO share.

@ Antonym - Have you done a latest portfolio valuation for Cabo ? any idea how much their building in fort is worth ? They also have another share in property in Braybooke place as investment property and also bought some land adjacent to their Fort Building. wonder how much all this is worth ? i remember this is your share to outperform in 2013. already run up 50 % !

Antonym

Antonym
Vice President - Equity Analytics
Vice President - Equity Analytics

The Alchemist wrote:
Antonym wrote:
slstock wrote:You say this after CABO has run 60%. However LLUB would have given them a good revaluation (if they are still holding)
On 31st March 2013, CABO was still holding 2 million LLUB shares (Ref: LLUB financial statements), which they had bought at an average of Rs 40.86 each!
The unrealized capital gain on this is more than Rs 50 per CABO share.

@ Antonym - Have you done a latest portfolio valuation for Cabo ? any idea how much their building in fort is worth ? They also have another share in property in Braybooke place as investment property and also bought some land adjacent to their Fort Building. wonder how much all this is worth ? i remember this is your share to outperform in 2013. already run up 50 % !

@The Alchemist: I have not done a proper revaluation of CABO recently because the exact value doesn't matter, really. The financials next week and the Annual Report (in August) would possibly give us proper valuations of their assets.
In my view, the share is worth upwards of Rs 200; it was ridiculously cheap at Rs 80, and it is undervalued even now.
Disclaimer: Share prices are not determined by what I think they are worth. CABO might rise, CABO might fall. I don't know for certain. Very Happy

Takecharge


Manager - Equity Analytics
Manager - Equity Analytics

I am considering whether to buy MORI-X or CABO on Monday, any suggestions. which would move up faster in the short-term.

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics

CABO investment propertys more valuable current market price.

Property at No. 41
Janadhipathi Mawatha,
Colombo 1.

Property at No. 29
Braybrook Street,
Colombo 2.

Property at No. 35,
35, 1/1 & 37
Janadhipathi Mawatha,
Colombo 1

Gainer

Gainer
Associate Director - Equity Analytics
Associate Director - Equity Analytics

CABO current market value more than 240.00

51CARGO BOAT DEVELOPMENT COMPANY PLC (CABO.N0000) - Page 2 Empty Oh My God - The CABO Investment Mon May 27, 2013 7:13 pm

stocks hunter


Manager - Equity Analytics
Manager - Equity Analytics

Did u all notice guys. Just see the CABO investment portfolio. They are having LLUB 2,000,000mn shares with them and the cost is just 81,725,490.

Value as at 31.03.2012 was Rs 363,800,000mn. This was at Rs 181.00 per LLUB share.

Now todays LLUB trading price is Rs 315.00 and the investment value should be Rs 630,000,000mn. That means LLUB is representing almost Rs54 value in CABO share.

Where will be the end of CABO then?????????

anges


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

i am sure it will follow path of dist and llub

sahan8896


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

anges wrote:i am sure it will follow path of dist and llub
DIST still warming. Very Happy

hello


Moderator
Moderator

I also Bought today 2000 CABO @ 129.90 Because of the LLUB going up and up.

LLUB went up to 324 today , I expect It may pass 350/= very soon then CABO also pas 150/=

Takecharge


Manager - Equity Analytics
Manager - Equity Analytics

Bought both, looking forward to gains, in the short term.

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