See SL is how much different, way of reacting to Fitch. Fitch people may be hiding.
SL people love to take challenges rather shivering and escaping..
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@Value Pick wrote:Tx Captain for the message.
Study the covid vaccine limitations. I don’t think world can come out of COVID that much easier even we have the vaccine with us. I don’t think that many countries in the world will benefit out of it. Scientists are predicting that the vaccine is effective only 70% & will last only 6 months to one year. So how can we eliminate the COVID from the entire world from one go.We have to live with COVID for the next 3- 5 years.
All the ocean & air freight rates are skyrocketing due to December seasonal demand from USA & Europe countries. Asian - USA & Asian - Europe trade lanes are the busiest in the world mainly due to the exports originating from East & South East Asia. EXPO has wide spread of branches in these countries starting from India / Pakistan/ Bangladesh/Malaysia / Vietnam/ Cambodia /Myanmar/ Philippines/SriLanka. In future EXPO will get PPE business/ Medical business & their traditional businesses & is in a position to report above average profits for next couple of years.
@krishna wrote:NOW EXPO in another fake promotion , there are in Corona vaccine distributor in sri lanka ....be care full
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Expolanka has its footprints in over 19 countries with more than 60 offices spread across the globe (https://expofreight.com/infrastructure.php)
They are set to achieve greater heights in the coming quarters for sure. Even with or without PPE they will do well. My targe is 30 plus in the coming months.@samaritan wrote:There are several brokering firms recommending Expo as a strong buy. If the Indian pharmaceutical giant comes out with an approved vaccine Expo price will go through the roof. Not many are aware of an arrangement already finalized.
Even otherwise, they are geared to provide logistics meeting all stringent requirements throughout the globe for producers of vaccines. Their established strong networks during pandemic will continue resulting in strong partnerships.
The people who know will be winners!
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@ONTHEMONEY wrote:Hi all,
All investors should be THANKFUL to the Research Team of First Capital[FC], in coming out and bold enough at this juncture to publish a VALUATION for EXPO which was HIGHLY OVERDUE by a Stock brokering firm. [link - https://www.firstcapital.lk/wp-content/uploads/2020/11/EXPO-VALUATION-NOTE-25-11-20.pdf]
The VALUATION of Rs 23/- for EXPO is HIGHLY DISCOUNTED and prepared purely off-setting the one-off gains realized from PPE transportation by EXPO during the C19 pandemic. However, FC could have CONSIDERED about the Geographical Expansions made by EXPO during 2020 and INCREASE OF PRODUCT BASKET, which are KNOW as a KEY GROWTH STRATEGIES TO increase PROFITS. Additionally, EXPO has penetrated new KEY LARGE CLIENTS catering massively to its earnings.
The impact of GENERAL BUSINESS GROWTH of EXPO in a post C19 world?
The RETAIL and TECH categories from China mostly which are some of the new business channels for EXPO on top of traditional apparel forwarding. EXPO is the largest forwarder for some of the LARGEST TECH brands and is linked to the pipe line of supplies of largest online retail business. The well know giants have tied up partnerships considering the low/competitive pricing of EXPO and agile "JIT" delivery/service. Hence, NEWLY SECURED KEY CLIENTS, NEW MARKET EXPANSION and HANDLING of NEW PRODUCT RANGE on TOP OF APPAREL are KEY PROFIT CONTRIBUTORS of EXPO in YEARS to come.
FC, expects a NET PROFIT of Rs 3.0Bn for the FY22 [This figure could have been forecasted much higher, if FC considered the KEY GROWTH STRATEGIES already implemented by EXPO and WORLD's biggest LOGISTICS OPPORTUNITY which is the C19 VACCINE TRANSPORTATION [if EXPO managed to get the business]. Therefore, these items likely add more VALUE to the TOP/BOTTOM lines of EXPO during FY22.
In CONTRAST, the market value for EXPO remain @ Rs 43/- and was justified by DISCOUNTING the 2Q20 EPS BY 75% and considered only 25% of the EPS equally for 3Q20 [EPS Rs 0.58] and 4Q [EPS Rs 0.58] which was felt as highly conservative model, leaving a high level of provision for PROFIT EROSION GENERATED BY ONE-OFF ITEMS as a result of C19.
Not a BUY or SELL Recommendation; Just sharing my views. Please read more about the company in depth and take your positions taking calculated risk as EXPO reached many heights from very low levels.
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@shan31 wrote:Dear All
Hope u have seen Capital Trust report on EXPO yesterday. They have valued the share at 31.60 with 52% discount and not considering EXPO's ability to transport COVID vaccine as EXPO is one of the largest players in world frieght forwarding business.
My view is this share is worth over 40/- by year end and then will gradually climb towards 60 towards end of 2021.
As you can see there is good collection is going around 26-26.50 these days. If you believe in this share time to take a position before it moves over 30/-
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