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Thank you very much for letting us in on this valuable information and for making people recognize the true potential of these shares in the share market where many new investors keep running behind short term gains thinking its a casino. Thank you very much for this detailed information and analysis good luck.ONTHEMONEY wrote:Hi all,
TAFL is a company that all should SUBSTANTIALLY FILL IN WITH BUCKETS before the upcoming financials. The following are some of the KEY ITEMS JUSTIFYING TAFL to become a GOLD MINE in CSE right now and have HIGH LEVEL of UPSIDE with SUPER NORMAL EARNINGS GROWTH POTENTIAL in QUARTERS TO COME
SUPERIOR PROFITS GENERATED during LAST QUARTER is EXPECTED IN 4Q20 as well. EPS for FY 2020 is poised to record Rs 40/- which is a GROWTH 153% YoY. NAV also set to improve more than Rs 205/- which is a growth of 135% YoY.
3Q20 EPS = Rs 25.48
4Q20 EPS = Rs 14.94[Same as 3Q20]
EPS for 2020 = Rs 40.42
Estimated Price = Rs 280/- [40.42 x 7 @ discounted PE ] [Market PE = 11 | Sector PE = 14]
The following factors are ESTIMATED TO POSITIVELY CONTRIBUTE TO INCREASE THE DEMAND and IMPROVE PROFITABILITY OF POULTRY SECTOR in COMING QUATERS
Establishment of SOUTH ASIA'S LARGEST MEAT PROCESSING FACTORY targeting 10% international market requirement for meat-related products - This is a game changer for SL MEAT exports and the Government is deliberately incentivizing MEAT EXPORTS in which, President QUOTED THE WORD "POULTYR" to benefit, in his speech after 1 year becoming the president. This factory would generate demand for chicken and related meat products making TAFL, CIC, GRAN, CIC becoming suppliers.
5 Year Tax Holiday for AGRI and POULTRY INDUSTRY starting from FY 2021 and ending in 2025 - All companies listed in CSE including TAFL, CIC, GRAN , BFL are major beneficiaries of this proposal and Rs 130Mn ~ Rs 150Mn will be injected to profits of TAFL as a result of this TAX INCENTIVE which was implemented by the GOVERNMENT to make MEAT EXPORTS as a NEW PRODUCT in the EXPORT BASKET.
Resumption of TOURISM ACTIVITIES - Tourism hopes have become a reality starting from 26/12/2020 as Russian Tourist planned to arrive and lodge in down south, which is a MASSIVE BOOST for hotels. Hence, resumption of TOURISM is expected to increase MUTED DEMAND FOR CHICKEN FROM HOTELS in coming months
Ban of CATTLE SLAUTER and NON CONSUMPTION of FISH due to C19 - Chicken is a major protein supplement. As there is LOW consumption of fish and cattle DUE TO ABOVE REASONS, CHICKEN is the next BEST SUBSTITUTE for CATTLE and FISH.
WHY TAFL?
EXPORT oriented vision statement of TAFL - “To achieve complete poultry integration synergies, ultimately gaining export market competitiveness”. Even though TAFL export revenue contributes relatively small % to total revenue, the company is visionary towards making a strong player in GLOBAL MEAT MARKET. The export sales grew by 308% YoY in 2019 cf. 2018.
Efforts by TAFL in increasing capacity and strengthened working capital resulted in an improvement of financial position as reflected by growth in the Total Assets base to Rs. 5.5 Bn in 3Q20 from Rs. 4.7 Bn in 3Q19. NAV improved to Rs 202 from 173 during the same period. The company grew very steadily during last 5 years recording impressive growth in profits and NAV.
Given the FUNDAMENTAL STRENGTH, STRONG CASH POSITION, EARNING GROWTH PROSPECTS, LOW MARKET LIQUIDITY and RELATIVELY LOW PRICE APPRECIATION cf. GRAN, TAFL has a much more scope for upward movement in SHARE PRICE with EARNINGS.
Good Luck
Note - NOT a BUY or SELL recommendation. Do your own RESEARCH and READ more about the company before BUYING or SELLING
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Thanks for the valuable information brother!ONTHEMONEY wrote:Hi all,
TAFL is a company that all should SUBSTANTIALLY FILL IN WITH BUCKETS before the upcoming financials. The following are some of the KEY ITEMS JUSTIFYING TAFL to become a GOLD MINE in CSE right now and have HIGH LEVEL of UPSIDE with SUPER NORMAL EARNINGS GROWTH POTENTIAL in QUARTERS TO COME
SUPERIOR PROFITS GENERATED during LAST QUARTER is EXPECTED IN 4Q20 as well. EPS for FY 2020 is poised to record Rs 40/- which is a GROWTH 153% YoY. NAV also set to improve more than Rs 205/- which is a growth of 135% YoY.
3Q20 EPS = Rs 25.48
4Q20 EPS = Rs 14.94[Same as 3Q20]
EPS for 2020 = Rs 40.42
Estimated Price = Rs 280/- [40.42 x 7 @ discounted PE ] [Market PE = 11 | Sector PE = 14]
The following factors are ESTIMATED TO POSITIVELY CONTRIBUTE TO INCREASE THE DEMAND and IMPROVE PROFITABILITY OF POULTRY SECTOR in COMING QUATERS
Establishment of SOUTH ASIA'S LARGEST MEAT PROCESSING FACTORY targeting 10% international market requirement for meat-related products - This is a game changer for SL MEAT exports and the Government is deliberately incentivizing MEAT EXPORTS in which, President QUOTED THE WORD "POULTYR" to benefit, in his speech after 1 year becoming the president. This factory would generate demand for chicken and related meat products making TAFL, CIC, GRAN, CIC becoming suppliers.
5 Year Tax Holiday for AGRI and POULTRY INDUSTRY starting from FY 2021 and ending in 2025 - All companies listed in CSE including TAFL, CIC, GRAN , BFL are major beneficiaries of this proposal and Rs 130Mn ~ Rs 150Mn will be injected to profits of TAFL as a result of this TAX INCENTIVE which was implemented by the GOVERNMENT to make MEAT EXPORTS as a NEW PRODUCT in the EXPORT BASKET.
Resumption of TOURISM ACTIVITIES - Tourism hopes have become a reality starting from 26/12/2020 as Russian Tourist planned to arrive and lodge in down south, which is a MASSIVE BOOST for hotels. Hence, resumption of TOURISM is expected to increase MUTED DEMAND FOR CHICKEN FROM HOTELS in coming months
Ban of CATTLE SLAUTER and NON CONSUMPTION of FISH due to C19 - Chicken is a major protein supplement. As there is LOW consumption of fish and cattle DUE TO ABOVE REASONS, CHICKEN is the next BEST SUBSTITUTE for CATTLE and FISH.
WHY TAFL?
EXPORT oriented vision statement of TAFL - “To achieve complete poultry integration synergies, ultimately gaining export market competitiveness”. Even though TAFL export revenue contributes relatively small % to total revenue, the company is visionary towards making a strong player in GLOBAL MEAT MARKET. The export sales grew by 308% YoY in 2019 cf. 2018.
Efforts by TAFL in increasing capacity and strengthened working capital resulted in an improvement of financial position as reflected by growth in the Total Assets base to Rs. 5.5 Bn in 3Q20 from Rs. 4.7 Bn in 3Q19. NAV improved to Rs 202 from 173 during the same period. The company grew very steadily during last 5 years recording impressive growth in profits and NAV.
Given the FUNDAMENTAL STRENGTH, STRONG CASH POSITION, EARNING GROWTH PROSPECTS, LOW MARKET LIQUIDITY and RELATIVELY LOW PRICE APPRECIATION cf. GRAN, TAFL has a much more scope for upward movement in SHARE PRICE with EARNINGS.
Good Luck
Note - NOT a BUY or SELL recommendation. Do your own RESEARCH and READ more about the company before BUYING or SELLING
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Strongly agree.arun.cse wrote:TAFL will pass 200 level immediately,
Short term 240
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samaritan wrote:Strongly agree.arun.cse wrote:TAFL will pass 200 level immediately,
Short term 240
For 2020 TAFL's eps for first three quarters ending Sept'20 is 25/48.
Q3 eps is 14/94. Can reasonably expect at least a 10% increase in eps above Q3 which works out to 16/40 ( this is minimum only)
So, eps for 2020 (E) will be at least 42/= (approx)
Even at a PE of 7 the price should be 294/=
Not a promotion but a STRONG BUY'' recommendation only.
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Hi allAccountant wrote:samaritan wrote:Strongly agree.arun.cse wrote:TAFL will pass 200 level immediately,
Short term 240
For 2020 TAFL's eps for first three quarters ending Sept'20 is 25/48.
Q3 eps is 14/94. Can reasonably expect at least a 10% increase in eps above Q3 which works out to 16/40 ( this is minimum only)
So, eps for 2020 (E) will be at least 42/= (approx)
Even at a PE of 7 the price should be 294/=
Not a promotion but a STRONG BUY'' recommendation only.Adding a technical view to this feed. I entered at 177 today, further on, the positive financials for this quarter will add a higher growth to TAFL.
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with result it will touch 300EPS wrote:Good day for TAFL lovers.
125,904 shares were traded and seems rally started. Early collectors will have massive return.
TAFL should be trade above the 200 in coming week.
I strongly believe, 2020 will be the ever best financial year in TAFL history and seems they may produce above 40 EPS.
Target price Rs.250/-
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It did Touch 190 Today, hope the run continues.arun.cse wrote:probably move 190+ within today
Accountant wrote:It did Touch 190 Today, hope the run continues.arun.cse wrote:probably move 190+ within today
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IDK wrote:http://www.lankadeepa.lk/latest_news/%E0%B6%9A%E0%B7%94%E0%B6%BB%E0%B7%94%E0%B7%85%E0%B7%94-%E0%B6%8B%E0%B6%AB-%E0%B6%B1%E0%B7%92%E0%B7%83%E0%B7%8F-%E0%B6%89%E0%B6%B1%E0%B7%8A%E0%B6%AF%E0%B7%92%E0%B6%BA%E0%B7%8F%E0%B7%80-%E0%B6%B4%E0%B6%9A%E0%B7%8A%E0%B7%82%E0%B7%93%E0%B6%B1%E0%B7%8A-%E0%B6%B8%E0%B6%BB%E0%B7%8F-%E0%B6%AF%E0%B7%90%E0%B6%B8%E0%B7%93%E0%B6%B8-%E0%B6%85%E0%B6%BB%E0%B6%B9%E0%B6%BA%E0%B7%92/1-584239
[size=40]කුරුළු උණ නිසා ඉන්දියාව පක්ෂීන් මරා දැමීම අරඹයි[/size]
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LMAOEPS wrote:IDK wrote:http://www.lankadeepa.lk/latest_news/%E0%B6%9A%E0%B7%94%E0%B6%BB%E0%B7%94%E0%B7%85%E0%B7%94-%E0%B6%8B%E0%B6%AB-%E0%B6%B1%E0%B7%92%E0%B7%83%E0%B7%8F-%E0%B6%89%E0%B6%B1%E0%B7%8A%E0%B6%AF%E0%B7%92%E0%B6%BA%E0%B7%8F%E0%B7%80-%E0%B6%B4%E0%B6%9A%E0%B7%8A%E0%B7%82%E0%B7%93%E0%B6%B1%E0%B7%8A-%E0%B6%B8%E0%B6%BB%E0%B7%8F-%E0%B6%AF%E0%B7%90%E0%B6%B8%E0%B7%93%E0%B6%B8-%E0%B6%85%E0%B6%BB%E0%B6%B9%E0%B6%BA%E0%B7%92/1-584239
[size=40]කුරුළු උණ නිසා ඉන්දියාව පක්ෂීන් මරා දැමීම අරඹයි[/size]
It is better to publish this news in Indian equity market forum page
early days Trump said similar things to the coronaEPS wrote:IDK wrote:http://www.lankadeepa.lk/latest_news/%E0%B6%9A%E0%B7%94%E0%B6%BB%E0%B7%94%E0%B7%85%E0%B7%94-%E0%B6%8B%E0%B6%AB-%E0%B6%B1%E0%B7%92%E0%B7%83%E0%B7%8F-%E0%B6%89%E0%B6%B1%E0%B7%8A%E0%B6%AF%E0%B7%92%E0%B6%BA%E0%B7%8F%E0%B7%80-%E0%B6%B4%E0%B6%9A%E0%B7%8A%E0%B7%82%E0%B7%93%E0%B6%B1%E0%B7%8A-%E0%B6%B8%E0%B6%BB%E0%B7%8F-%E0%B6%AF%E0%B7%90%E0%B6%B8%E0%B7%93%E0%B6%B8-%E0%B6%85%E0%B6%BB%E0%B6%B9%E0%B6%BA%E0%B7%92/1-584239
[size=40]කුරුළු උණ නිසා ඉන්දියාව පක්ෂීන් මරා දැමීම අරඹයි[/size]
It is better to publish this news in Indian equity market forum page
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