HAYCARB PLC (HAYC.N0000)

subash81 wrote:Last Quarter EPS Rs 23

September quarter estimate around Rs 30 and same can expect for next two quarters 

EPS for year over Rs 100

Sector PE around 17

even with PE 10 HAYC worth Rs 1000

DKbogols wrote:Both HAYC and Dipd are severely undervalued both in terms of PE and PB multiples. It’s a matter of when, not if, the market will eventually catch up to these premium counters where we can see huge upsides to current prices.

DKbogols wrote:

DKbogols wrote:Both HAYC and Dipd are severely undervalued both in terms of PE and PB multiples. It’s a matter of when, not if, the market will eventually catch up to these premium counters where we can see huge upsides to current prices.

Well, I predicted this some time ago. In all honesty, it wasn't a difficult call. Even at today's closing prices, both DIPD & HAYC are still undervalued. Lot more upside possible.

drunkencub wrote:its here!!!!

https://cdn.cse.lk/cmt/upload_report_file/494_1604633472639.pdf

Win Win wrote:

jayantha245 wrote:

jayantha245 wrote:

Win Win wrote:With Q2, best run for DIPD will be happened..

Until that, expect minimum 30% appreciation. Recently, this share were highlighted for most of one !! Therefore, highly probable to exceed our expectations !! Everyday, good collections are reported. If one fund tends to collect, this should go up its max. between industry PE and Market PE

Est.Price based on Industry PR     Rs.1,530
Est. Price based on Market PE       Rs.899

So, no wonder if DIPD price will raise and consolidate above Rs.500 before Q2 in Nov 1st Week !!


Focus on Value !!

Please explain how HAYC investment in DIPPED shares impact on HAYC.

HAYC is holding 6.80% of DIPPED, no of DIPPED shares holding by HAYC  is 4,068,746/= at cost around 76/= per share. Since DIPPED price is going up, HAYC has big benefit of this too. Therefore, we should consider this gain on the investment on HAYC balance sheet.

HAYC will record Rs.16.40 gain for Q2 and it will be considered as other comprehensive income, But the impact will not reflected by EPS of the company immediately. HAYC has Rs.14.38 gain upto the date for 3rd Q. If DIPD reaches Rs.550 in Q3, Rs.44.08 gain will be achieved by HAYC only from the investment.

These gains can be real gains for the company even it is not reflected in EPS, but can realize in Future on Solid Financial Assets like DIPD!!

However, HAYC can record more than Rs.100 EPS for 2020/21 FY without the gain from above investment.

Therefore, DIPD & HAYC will be the most valuable shares.
I have estimated the expected EPSs of DIPD & HAYC for Q2 as above Rs.25 & Rs.40 respectively. When consider the future prospect, DIPD has the batten to grow their business rapidly with the Mix of Glove & Tea markets & demand and spanning in the World. I really believe, DIPD should had done new investments to grab more opportunities and will create a superb financial performance more than Q2 which will be very impressive !!

As per the my early comment, DIPD price should be above Rs.540/+ when compare to other stocks in the market HAYC should touch Rs.650 target. Further, both companies will give a reasonable dividends in this FY  DIPD RS.20 & HAYC Rs.34
With the above expectations, I disposed my PARQ shares yesterday and invested  DIPD !!

I believe DIPD price should increase more times than EXPO did (totally 10 times) with achieved and more potential & rapid business growth !!

Further, I like to share few valuable investments at the present market as per the my view (Not full list) for the benefits of participants who seek a direction !! Own workings will be justified your risk on your money !! 

1) DIPD
2) HAYC
3) HAYL
4) TKYO
4) CIND
6) BPPL
7) PARQ

I am suggesting PARQ as a good investment and other hand,  I disposed PARQ and invest in DIPD. Try to understand the Value of DIPD !!

Finally, refer following comparison

Stock       Estimated        Act EPS       Current         Mkt Price
             EPS FY20/21       FY19/20    Mkt Price     30th June 20
EXPO              4.09           (0.38)       18.70               3.20          
DIPD             90               12.50       330.50            104.00          


EXPO estimated EPS shows an impressive increase by 447% while the Current Market Price gave 584% appreciation compare to 1Q end.
DIPD estimated EPS shows an impressive increase by 720% while the current market price gave 317% appreciation compare to 1Q end..

Share                EPS Increase              Share Price Increase
EXPO                      447%                              584%
DIPD                      720%                              317%


No evidence is needed to justify expected price appreciation of DIPD beyond the increase % of EXPO Price in Short Term !!


DIPD Price will increase by hundreds in near future !!
Focus on the Value !!

Detective wrote:

Win Win wrote:

jayantha245 wrote:

jayantha245 wrote:

Win Win wrote:With Q2, best run for DIPD will be happened..

Until that, expect minimum 30% appreciation. Recently, this share were highlighted for most of one !! Therefore, highly probable to exceed our expectations !! Everyday, good collections are reported. If one fund tends to collect, this should go up its max. between industry PE and Market PE

Est.Price based on Industry PR     Rs.1,530
Est. Price based on Market PE       Rs.899

So, no wonder if DIPD price will raise and consolidate above Rs.500 before Q2 in Nov 1st Week !!


Focus on Value !!

Please explain how HAYC investment in DIPPED shares impact on HAYC.

HAYC is holding 6.80% of DIPPED, no of DIPPED shares holding by HAYC  is 4,068,746/= at cost around 76/= per share. Since DIPPED price is going up, HAYC has big benefit of this too. Therefore, we should consider this gain on the investment on HAYC balance sheet.

HAYC will record Rs.16.40 gain for Q2 and it will be considered as other comprehensive income, But the impact will not reflected by EPS of the company immediately. HAYC has Rs.14.38 gain upto the date for 3rd Q. If DIPD reaches Rs.550 in Q3, Rs.44.08 gain will be achieved by HAYC only from the investment.

These gains can be real gains for the company even it is not reflected in EPS, but can realize in Future on Solid Financial Assets like DIPD!!

However, HAYC can record more than Rs.100 EPS for 2020/21 FY without the gain from above investment.

Therefore, DIPD & HAYC will be the most valuable shares.
I have estimated the expected EPSs of DIPD & HAYC for Q2 as above Rs.25 & Rs.40 respectively. When consider the future prospect, DIPD has the batten to grow their business rapidly with the Mix of Glove & Tea markets & demand and spanning in the World. I really believe, DIPD should had done new investments to grab more opportunities and will create a superb financial performance more than Q2 which will be very impressive !!

As per the my early comment, DIPD price should be above Rs.540/+ when compare to other stocks in the market HAYC should touch Rs.650 target. Further, both companies will give a reasonable dividends in this FY  DIPD RS.20 & HAYC Rs.34
With the above expectations, I disposed my PARQ shares yesterday and invested  DIPD !!

I believe DIPD price should increase more times than EXPO did (totally 10 times) with achieved and more potential & rapid business growth !!

Further, I like to share few valuable investments at the present market as per the my view (Not full list) for the benefits of participants who seek a direction !! Own workings will be justified your risk on your money !! 

1) DIPD
2) HAYC
3) HAYL
4) TKYO
4) CIND
6) BPPL
7) PARQ

I am suggesting PARQ as a good investment and other hand,  I disposed PARQ and invest in DIPD. Try to understand the Value of DIPD !!

Finally, refer following comparison

Stock       Estimated        Act EPS       Current         Mkt Price
             EPS FY20/21       FY19/20    Mkt Price     30th June 20
EXPO              4.09           (0.38)       18.70               3.20          
DIPD             90               12.50       330.50            104.00          


EXPO estimated EPS shows an impressive increase by 447% while the Current Market Price gave 584% appreciation compare to 1Q end.
DIPD estimated EPS shows an impressive increase by 720% while the current market price gave 317% appreciation compare to 1Q end..

Share                EPS Increase              Share Price Increase
EXPO                      447%                              584%
DIPD                      720%                              317%


No evidence is needed to justify expected price appreciation of DIPD beyond the increase % of EXPO Price in Short Term !!


DIPD Price will increase by hundreds in near future !!
Focus on the Value !!

Dear Win Win
Could you please start a you tube channel or something.. Your calculations are amazing, thank you millions times for these wonderful predictions. Please keep it UP and going. Among other manipulators in this forum you're the Soora Saradiyel 

Good luck every body.

Hairoos wrote:WHY HAYCARB down?

samaritan wrote:

Hairoos wrote:WHY HAYCARB down?

going down and going above the earlier high is the normal healthy trend. Some panic and sell and regret on Monday.

samaritan wrote:

Hairoos wrote:WHY HAYCARB down?

going down and going above the earlier high is the normal healthy trend. Some panic and sell and regret on Monday.

 

 

• Asia Pacific held more than 40% share in the global market for the activated carbon in 2018 and retained a dominant position. Growing consumption in water and air refinement plus the appearance of new functions such as food & beverages and pharmaceutical manufacturing within the regional market is likely to power the demand for end-use products.
  
  
• In 2018, air purification sector retained a principal share of the market owing to increasing alertness about the fitness benefits of air filtration, together with the policies like Clean Air Act is additionally expected to impel the development of the market for the activated carbon.
  
  
• The water and waste water treatment sector is projected to develop by a specified 17.6% CAGR from 2019 to 2025. The development can be credited to the growing usage of the activated carbon in beverages manufacturing, ground water treatment and in metropolitan plants.
  
  

• Calgon Carbon Corporation
  
  
• Cabot Corporation
  
  
• Carbotech
  
  
• ADA-ES Inc.
  
  
• Kureha Corporation
  
  
• MeadWestvaco Corporation
  
  
• Carbon Resources LLC
  
  
• Haycarb PLC
  
  
• Carbon Activated Corporation
  
  

Mithooshan wrote:https://economynext.com/sri-lanka-exports-fall-14-9-pct-on-covid-19-flare-up-uk-shipments-surge-75929

As per the article:
“Earnings from Activated Carbon had risen 17.61 percent”

Win Win wrote:

Mithooshan wrote:https://economynext.com/sri-lanka-exports-fall-14-9-pct-on-covid-19-flare-up-uk-shipments-surge-75929

As per the article:
“Earnings from Activated Carbon had risen 17.61 percent”

It indicates majorly "Performance of HAYC"

Equityinvestor wrote:

Win Win wrote:

Mithooshan wrote:https://economynext.com/sri-lanka-exports-fall-14-9-pct-on-covid-19-flare-up-uk-shipments-surge-75929

As per the article:
“Earnings from Activated Carbon had risen 17.61 percent”

It indicates majorly "Performance of HAYC"

Nothing to discuss....obviously DIPD and HAYC will do much better in coming months..cases increasing in US and UK. Foolish locals also selling.