CFLB hidden gem

cseguide · 1 CFLB hidden gem Fri Oct 02, 2020 9:48 am

cseguide

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This share my short term target during this month is Rs 25.00.
It is a hidden gem in the current market and I will present my detailed analysis on this very soon since I am somewhat busy to give it now. But those who have faith in my words I am like to initiate a topic for this counter.

Current price my short term target
RS 12.80-13.10 ---------- Rs.25 (during Oct month)

awit more details when time permits me.

kanishkaecomm · 2 Re: CFLB hidden gem Fri Oct 02, 2020 11:47 am

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We just need to know about your analysis on this stock under the topic "CFLB hidden gem"!

cseguide · 3 Re: CFLB hidden gem Fri Oct 02, 2020 12:20 pm

cseguide

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As I said just one-day stock price jumped to 14.50 let's see I do not think it will take much time to reach my target.

kanishkaecomm · 4 Re: CFLB hidden gem Fri Oct 02, 2020 12:28 pm

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kanishkaecomm · 5 Re: CFLB hidden gem Fri Oct 02, 2020 12:52 pm

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[ Don't Sell, (Buy) ] is this your advice?

Kipling · 6 Re: CFLB hidden gem Fri Oct 02, 2020 5:19 pm

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865,000 traded today. Note massive collection in the recent past. Trend clear.

judecroos · 7 Re: CFLB hidden gem Fri Oct 02, 2020 5:52 pm

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Kipling wrote:865,000 traded today. Note massive collection in the recent past. Trend clear.

Yes I agree with you. The collection @ this price range is almost over. so if someone is interested he has to buy @ a higher price than this. So I say all our members please do not sell hold this will reach 16 level in before mid October.GL Smile

cseguide · 8 Re: CFLB hidden gem Sat Oct 03, 2020 9:51 am

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https://www.srilankachronicle.com/t58437-why-i-am-saying-cflb-is-a-hidden-gem#370182

sureshot · 9 Re: CFLB hidden gem Sat Oct 03, 2020 10:38 am

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kanishkaecomm wrote:[ Don't Sell, (Buy) ] is this your advice?

director selling what he bought on his right issue @ 10/= with 50% profit .
keep buying.

check directors dealing in CFLB and LDEV . very funny . Very Happy

cseguide · 10 Re: CFLB hidden gem Sat Oct 03, 2020 10:51 am

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Why i am saying CFLB is a hidden gem
·         40 billion turnover company
·         They have about 40 subsidiaries belong to CFLB
·         Its land bank in heart of Colombo
·         investment in Quoted and non Quoted Companies

2019
" High interest rates, high taxes, subdued demand as a result of low consumer spending and weak commodity prices have all had an impact on the performance of the Group." Chairman saying in 2019 Annual report .
2020
But in this year.(2020) Interest rate reduced to all time low.
·         interest expenses will reduce sharply resulting higher profit in this year
·         Vat reduced and consumer spending recovering higher income from all sectors.

In 2019
" The steep decline in tea prices, witnessed at the Colombo Auction as well as continued weakness in the global
market for Natural Rubber has seen both the Group’s Plantation companies run at a significant loss."
In 2020
Good Tea and Rubber prices both have a greater impact to their plantation losses to reduce and come to come profitability

They have about 40 subsidiaries belong to CFLB (page 83 of annual report 2019) Some had greater run recently reflecting their share price to increase due to either reducing their losses or recording healthy profits
I am only giving few of them here.

Subsidiary	Effective holding by CFLB	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CWM	38%	36	45.00	25%
KOTA	61%	5	8.10	62%
LDEV	47.3%	2.2	5.60	154%
LITE	31%	9	17.10	90%
COLO	65%	50	80.00	60%
YORK	50%	60	110.00	83%
MARA		1.20	2.30	91%
Average growth %				80%

	2019 march price	2020 oct. 2 price	PRICE CHANGE %
CFLB	Rs 9.50	Rs 13.90	46

Comparing above figure we can clearly see that the price increase of its subsidiaries are not reflected in CFLB share price. some of its subsidiaries have increased there prices over 80% ( LDEV 154%, LITE 90%). Therefore we can see that CFLB share price has a clear upward revision to come to its fair value. Not only that subsidiaries like COLO is still greatly undervalued compare to its peers like CINV and GUAR.

Sunquick Lanka (Private) Limited
C.W. Makie PLC has a 49% interest in Sunquick Lanka (Private) Limited, a joint venture formed for the purpose of manufacturing, processingand marketing Co-Ro’s products in the form of concentrates and ready to drink (RTD) products marketed under ’Sunquick’ brand.

NAV of CFLB 22.73 (on june 2020). Is a 40 billion turnover company and just trading its shares for 13.90 Rs. compare to 2-3 billion some companies trading their shares in similar range. In addition to all these it has a great company to cope with current agriculture related businesses. It is LANKEM CEYLON PLC. it has considerable share in agric product segment like agro chemicals and plantations.
Other two strength of this company include its land bank in the heart of Colombo and suburbs and the investment portfolio of quoted and non quoted companies. page 77- page 99 of Annual report 2019)
some of its well-known brands
KOTAGALA
LANKEM
LAXAPANA
SUNQUICK
AGARAPATHANA
C.W. MACKIE
YORK ARCADE
E.B. CREASY & COMPANY PLC

cseguide · 11 Re: CFLB hidden gem Sat Oct 03, 2020 10:59 am

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sureshot wrote:

kanishkaecomm wrote:[ Don't Sell, (Buy) ] is this your advice?

director selling what he bought on his right issue @ 10/= with 50% profit .
keep buying.

check directors dealing in CFLB and LDEV . very funny .

Don't be get caught to just what directors are selling or buying. Look at the fundamentals and tecnicals of a company and invest. CFLB last selling of diractors was just a peanut. Nothing to do with that my friend. When I first saying DIPD should pass 210 some fellows came and argued that can not happen. Now they are purchasing it above 220. You can see in coming days how it will pass 300.00 RS as well.

cseguide · 12 Re: CFLB hidden gem Sat Oct 03, 2020 3:10 pm

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Investment in quoted companies by CFLB just few I cannot give all here
Banks, Finance & Insurance

Quoted Investments
Banks and finance
(just a sample for all refer 2019 Annual report)

Commercial Bank of Ceylon PLC-Voting 989,327
Commercial Bank of Ceylon PLC-Non-Voting 111,867
Hatton National Bank PLC-Voting 301,729
HNB Assurance PLC 100,000
HDFC 105,802
LOLC Holdings PLC 394,000
Lanka Ventures PLC 339,700
Pan Asia Banking Corporation PLC 467,100
Sampath Bank PLC 116,626
Seylan Bank PLC-Non-Voting 288,321
Union Bank of Colombo PLC 384,100

Beverages, Food & Tobacco
(just a sample for all refer 2019 Annual report)

Cargills (Ceylon) PLC 146,057
Ceylon Cold Stores PLC 9,320
Renuka Agri Foods PLC 91,560
Renuka Foods PLC - Voting 223,770
Three Acre Farms PLC 25,000
Nestle Lanka PLC 4,700

Diversified Holdings
(just a sample for all refer 2019 Annual report)

Browns Investments PLC 706,000
Dunamis Capital PLC 60,875
Hayleys PLC 100,016
Hemas Holdings PLC 21,653
John Keells Holdings PLC 69,137
Vallibel One PLC 104,000
(just a sample for all refer 2019 Annual report)

much more in their portfolio. So do not get late to get into CFLB TRAin Laughing

cseguide · 13 Re: CFLB hidden gem Thu Oct 08, 2020 7:32 pm

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After corona brake, CFLB train start to move again Very Happy

subash81 · 14 Re: CFLB hidden gem Fri Oct 09, 2020 12:19 am

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cseguide wrote:After corona brake, CFLB train start to move again

Yes , next train Basketball

judecroos · 15 Re: CFLB hidden gem Fri Oct 09, 2020 6:15 am

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subash81 wrote:

cseguide wrote:After corona brake, CFLB train start to move again

Yes , next train

yes yes this will move exactly like EXPO. This has more value to appreciate. So now is the time to get in to the train. Do not do panic selling if you can collect @ low prices and hold for one week. Smile

Kipling · 16 Re: CFLB hidden gem Fri Oct 09, 2020 6:43 am

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JC
Please check TEC post by WS or BB recently.
Nav reworked now minimum 50++
So very ST view will give you only tiny % of true value.
RWSL as per June QR has 160Mn TO &market cap 1.8 Bn.
CFLB June Q nearly 9Bn TO & MC just 3Bn.
Price rerating run to better EXPO.

judecroos · 17 Re: CFLB hidden gem Fri Oct 09, 2020 7:05 am

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Kipling wrote:JC
Please check TEC post by WS or BB recently.
Nav reworked now minimum 50++
So very ST view will give you only tiny % of true value.
RWSL as per June QR has 160Mn TO &market cap 1.8 Bn.
CFLB June Q nearly 9Bn TO & MC just 3Bn.
Price rerating run to better EXPO.

Kipling can you please explain your last phrase ?

Kipling · 18 Re: CFLB hidden gem Fri Oct 09, 2020 7:20 am

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I think appreciation will surpass % gain of expo.

geesura · 19 Re: CFLB hidden gem Fri Oct 09, 2020 8:50 am

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Kipling wrote:I think appreciation will surpass % gain of expo.

Kipling · 20 Re: CFLB hidden gem Fri Oct 09, 2020 8:59 am

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Geesura.
Do not doubt. Just read the analysis especially @ TEC.

subash81 · 21 Re: CFLB hidden gem Fri Oct 09, 2020 9:53 am

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This is a gem, share price can double within next few months Very Happy

Hope123 · 22 Re: CFLB hidden gem Fri Oct 09, 2020 10:04 am

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Most are herein this forum talk positives about CFLB and RIL and expect to move like EXPO. So we all are in to one direction and assume to see fire works if the ASI stays green. Hope for the best.

Kipling · 23 Re: CFLB hidden gem Sat Oct 10, 2020 7:18 am

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Note the massive & controlled collection last week.

subash81 · 24 Re: CFLB hidden gem Sat Oct 10, 2020 8:58 am

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Train stopped for collection

nish8 · 25 CFLB Uplift to Rs.15 boundary with in this Week Sun Oct 11, 2020 7:28 pm

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My Expectation is CFLB will be passed over Rs.15 with in this week,Because huge collection was there during the 2nd Covid-19 wave.Better not to sell & hold the stock. Basketball

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CFLB hidden gem

1 CFLB hidden gem Fri Oct 02, 2020 9:48 am

cseguide

2 Re: CFLB hidden gem Fri Oct 02, 2020 11:47 am

kanishkaecomm

3 Re: CFLB hidden gem Fri Oct 02, 2020 12:20 pm

cseguide

4 Re: CFLB hidden gem Fri Oct 02, 2020 12:28 pm

kanishkaecomm

5 Re: CFLB hidden gem Fri Oct 02, 2020 12:52 pm

kanishkaecomm

6 Re: CFLB hidden gem Fri Oct 02, 2020 5:19 pm

Kipling

7 Re: CFLB hidden gem Fri Oct 02, 2020 5:52 pm

judecroos

8 Re: CFLB hidden gem Sat Oct 03, 2020 9:51 am

cseguide

9 Re: CFLB hidden gem Sat Oct 03, 2020 10:38 am

sureshot

10 Re: CFLB hidden gem Sat Oct 03, 2020 10:51 am

cseguide

11 Re: CFLB hidden gem Sat Oct 03, 2020 10:59 am

cseguide

12 Re: CFLB hidden gem Sat Oct 03, 2020 3:10 pm

cseguide

13 Re: CFLB hidden gem Thu Oct 08, 2020 7:32 pm

cseguide

14 Re: CFLB hidden gem Fri Oct 09, 2020 12:19 am

subash81

15 Re: CFLB hidden gem Fri Oct 09, 2020 6:15 am

judecroos

16 Re: CFLB hidden gem Fri Oct 09, 2020 6:43 am

Kipling

17 Re: CFLB hidden gem Fri Oct 09, 2020 7:05 am

judecroos

18 Re: CFLB hidden gem Fri Oct 09, 2020 7:20 am

Kipling

19 Re: CFLB hidden gem Fri Oct 09, 2020 8:50 am

geesura

20 Re: CFLB hidden gem Fri Oct 09, 2020 8:59 am

Kipling

21 Re: CFLB hidden gem Fri Oct 09, 2020 9:53 am

subash81

22 Re: CFLB hidden gem Fri Oct 09, 2020 10:04 am

Hope123

23 Re: CFLB hidden gem Sat Oct 10, 2020 7:18 am

Kipling

24 Re: CFLB hidden gem Sat Oct 10, 2020 8:58 am

subash81

25 CFLB Uplift to Rs.15 boundary with in this Week Sun Oct 11, 2020 7:28 pm

nish8