EXPOLANKA HOLDINGS PLC (EXPO.N0000)

@Win Win wrote:I have not EXPO. But Share Price should be adjusted fairly to Rs.40 or above..


Congratulations EXPO investors !! 


Dear All Investors
Most important to identify shares for next year !! I personally believe these are the best for next year !!


DIPD HAYC EXPO HAYL
630  700   40  575
Focus on value !!

Honestly i would be shifting to Dipped completely but finding it difficult to find an exit price for Expo.

Thanks @Win Win

@Equityinvestor wrote:

@desh87 wrote:

@Equityinvestor wrote:

@desh87 wrote:It’s amazing how people justify the price of EXPO! I hope too many people won’t get in trouble.

Today or tomorrow you will have to eat your own words...

I don’t own any expo shares FYI

Sorry 

@desh87 wrote:It’s amazing how people justify the price of EXPO! I hope too many people won’t get in trouble.

yes it is amazing...............

Important
Net Assets per share increased to Rs.9.66.
(Earlier many investors worried and what they have to say now?)
 
Balnce Sheet
Cash & Cash equivalents (in Hand) 4.8 Billion
Retained earnings = 13.8 Billion (Amazing improvement)
 
 
CEO’s Message
“…..continue its exceptional performance….”
 
P&L
06 Months Revenue 85 Bn
Q2 Revenue 49 Bn
 
06 months PBT 7.7 Bn
Q2 PBT 5.4 Bn (Amazing – in average 1.7 Bn earnings for each month)
Wow – which company made above the 1 Bn earnings in each month – nothing in CSE
 
06 months EPS 3.21
Q1 EPS 0.89
Q2 EPS 2.32 (massive growth)
 
06 months PAT 6.2 Bn
Q2 PBT 4.5 Bn
 
Cash Flow
Operating Profit before Working Capital 9.6 Bn
 
Valuation
We should re value EXPO now
Seems EXPO can go above the PAT of 14 Bn or 15 Bn for the current financial year, means we can expect above the 7.5 EPS. (say Minimum worst case may be 6)
 
I will revised my expected EXPO valuation as 7.5 EPS x minimum 7 PER or 8 and mostly it can be trade above the Rs.50/- by end of this financial year 2020/21 (by next March)
 
EXPO investors are really winners and Happy trading ….

@Win Win wrote:I have not EXPO. But Share Price should be adjusted fairly to Rs.40 or above..


Congratulations EXPO investors !! 


Dear All Investors
Most important to identify shares for next year !! I personally believe these are the best for next year !!


DIPD HAYC EXPO HAYL
630  700   40  575
Focus on value !!

Thanks Win WIn

These can be short term target 
With Q3 resultswe can reassess the prices

@subash81 wrote:

@Win Win wrote:I have not EXPO. But Share Price should be adjusted fairly to Rs.40 or above..


Congratulations EXPO investors !! 


Dear All Investors
Most important to identify shares for next year !! I personally believe these are the best for next year !!


DIPD HAYC EXPO HAYL
630  700   40  575
Focus on value !!

Thanks Win WIn

These can be short term target 
With Q3 resultswe can reassess the prices

I was told to expect good performance for the coming quarters as well. With a % increase from existing values.
Will not comment any further.

Do your own research and get information if you are not sure or want to know the truth without complaining.

It took me this long to normalize after the results

Not a buy or sell recommendation.

@EPS wrote:Important
Net Assets per share increased to Rs.9.66.
(Earlier many investors worried and what they have to say now?)
 
Balnce Sheet
Cash & Cash equivalents (in Hand) 4.8 Billion
Retained earnings = 13.8 Billion (Amazing improvement)
 
 
CEO’s Message
“…..continue its exceptional performance….”
 
P&L
06 Months Revenue 85 Bn
Q2 Revenue 49 Bn
 
06 months PBT 7.7 Bn
Q2 PBT 5.4 Bn (Amazing – in average 1.7 Bn earnings for each month)
Wow – which company made above the 1 Bn earnings in each month – nothing in CSE
 
06 months EPS 3.21
Q1 EPS 0.89
Q2 EPS 2.32 (massive growth)
 
06 months PAT 6.2 Bn
Q2 PBT 4.5 Bn
 
Cash Flow
Operating Profit before Working Capital 9.6 Bn
 
Valuation
We should re value EXPO now
Seems EXPO can go above the PAT of 14 Bn or 15 Bn for the current financial year, means we can expect above the 7.5 EPS. (say Minimum worst case may be 6)
 
I will revised my expected EXPO valuation as 7.5 EPS x minimum 7 PER or 8 and mostly it can be trade above the Rs.50/- by end of this financial year 2020/21 (by next March)
 
EXPO investors are really winners and Happy trading ….

EPS
current ROE is very low(7%). Can they increase to 12% at least?

@Mithooshan wrote:

@Mr. X wrote:Most of the Brokers knows the Q2 performance.. also the big fishes.. So they will definitely try to drop the price for collection purpose... Similar to last Friday. If the price going down try to collect or average your price. you won't regret when you see the results... remember shares always carries risk with it... take the risk with risk mitigating strategies.. my personal view only..

No dropping now.

 Yes Sir.. Enjoy the price hike now...

More than 500mn trading in 5 min.

New orders are coming and some other ppl know just now about report

35+

Why is the price dropping

@Vlodio wrote:Why is the price dropping

buy on rumours sell@ news

@geesura wrote:

@Vlodio wrote:Why is the price dropping

buy on rumours sell@ news

My broker told me to exit EXPO....

Don't worry whole market is temporarily drop. See afternoon

This is normal 
those who buy early booking profit and others join for the next rally 
We have seen the super result 

Next few days heading to 40+

Expolanka PBT for 06 months = 7,774,482,989
In Average Monthly = 1,295,747,164

Can you tell me which company can be made more than 1.2 Bn Profits in monthly?
JKH / HAYL / CARS / NEST /…..????

1 Billion For monthly. It is amazing performance.

I can see more potential to earn minimum 12 Billion for or even 15 Billion for this Financial Year.

So, time for expecting good dividend too. 76% holding is with SGH, which is foreign investor with parent company located in Japan and it’s overseas business unit in Singapore.
So, they will announce good dividend for take money to their parent company. Also, their parent company already disclosed to Japan investors that they are ready to pay an additional dividend for this F/Year too.

Considering favorable business factors, I guess EXPO’s best quarter will be Q3 and its performance can be more than Q2.

Also, Please note that during 2015 to 2019 each year in average EXPO’s reported EPS around 0.5 range and share has traded trailing PER of 10 – 12 range (share traded at price range of av.Rs. 4 – 7)

Now Investors ‘are confidence that they will generate more than 7 EPS for this FY. Please do your own study and do revised value for EXPO.

Good luck.

@subash81 wrote:This is normal 
those who buy early booking profit and others join for the next rally 
We have seen the super result 

Next few days heading to 40+

when will jump this level?

Now can set remarkable target for EXPO

I went through the repot


will be 50 + within few weeks

If you play wisely you can be rich with this, look at the chairmen message

Dividend declaration on the way guys with debtor cash realisation

@Captain wrote:Now can set remarkable target for EXPO

I went through the repot


will be 50 + within few weeks

If you play wisely you can be rich with this, look at the chairmen message

Dividend declaration on the way guys with debtor cash realisation

“Play wisely” means what?

Can they sustain this performance?

Following from Chairman's review.

"The impressive growth in the Air Freight market which was witnessed during the first half of the financial year is returning to normalcy and the company is mindful that yields are likely to taper off as market conditions stabilise in the coming months."

What would be the target price range for EXPO.N tomorrow....any expert ideas ??

Traded Volume 57Mn (18.5%)
Total Free Float 307Mn

Almost 95% above Rs.28 !
Estimated turn over well above Rs.1.5Bn.


This is pure buying. We can expect something good this week.
I find it difficult to predict a price but the day ended bullish.

Buying buying buying

May be foreigners too

Cannot understand of this share. It's not letting price to move higher either lower. If this pattern continuing in this manner, feel this would go along. Whatever it is, this is being consolidating well around 28. Due to the momentum contraction it seems price might go further up and up.

They have increased their NAV by almost 50% , as a service company this is unimaginable growth at this scale.


Annualized EPS =7.5
PE of 6 would bring this to 45.

Market PE is 10 now. EXPO is undervalued as I see could see now.
Waiting for some broker to do some deep research and publish

@Master D wrote:They have increased their NAV by almost 50% , as a service company this is unimaginable growth at this scale.


Annualized EPS =7.5
PE of 6 would bring this to 45.

Market PE is 10 now. EXPO is undervalued as I see could see now.
Some are still not aware report was given. Today evening many will go through and analysis.
Waiting for some broker to do some deep research and publish

Till last 25 minutes buying was done. Let's see this week how this cross over 30 mile post

@Mithooshan wrote:Traded Volume 57Mn (18.5%)
Total Free Float 307Mn

Almost 95% above Rs.28 !
Estimated turn over well above Rs.1.5Bn.


This is pure buying. We can expect something good this week.
I find it difficult to predict a price but the day ended bullish.

Yes initially 29/30, then controlled buying at 28
Once collection finish head to 40+

@subash81 wrote:

@Mithooshan wrote:Traded Volume 57Mn (18.5%)
Total Free Float 307Mn

Almost 95% above Rs.28 !
Estimated turn over well above Rs.1.5Bn.


This is pure buying. We can expect something good this week.
I find it difficult to predict a price but the day ended bullish.

Yes initially 29/30, then controlled buying at 28
Once collection finish head to 40+

Today buying was settled within 28 to have some rest. Today morning whole market was lagging that why got slowed.