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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » Guar and the investment trust sector

Guar and the investment trust sector

Go down  Message [Page 1 of 1]

1Guar and the investment trust sector Empty Guar and the investment trust sector Sun Jan 24, 2021 10:01 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
CSE is in his best bull run  aver . what that means to the counters that their main business is to invest in CSE, should be lot... isn't?
GUAR is the best that I could find in this category. Check this out..
1.Their portfolio value is around 13 bill. In June and jump to 21 bill.. in September so by end of December ????
2. 60% of their portfolio is filled with following shares CFIN,DIST,HNB,HEMAS,DIAL,CARGILS and MELS
3. Not much shares in the market
4. Rubber investment and Ceylon investment are subsidiaries  and rubber hold 20% of BUKI.
Do your calculations before you jump in

2Guar and the investment trust sector Empty Re: Guar and the investment trust sector Sun Jan 24, 2021 11:53 pm

sllakmal


Equity Analytic
Equity Analytic
BUKI is d leading comany of carson group....it may go 750 - 800 in current market rally ...wait n see..GUAR may go even 350-400..CINV will reach 150 within two weeks time..time will prove this..wait n see enjoy ur profits....

Kipling likes this post

3Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 7:19 pm

Pbv


Equity Analytic
Equity Analytic
Guar is having large quantityof sampath bank 3.7 million shares. What could be the output from 25 % price increase and cfin also rallied from 80 to 120 50%. Guar may have eps of 70 rupees for this financial year. Current market price 160 eps around 70. Wow..

4Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 7:32 pm

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
CINV also have SAMP, but currently no attention to these shares

5Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 7:38 pm

nirowat


Manager - Equity Analytics
Manager - Equity Analytics
Totally with you guys

Amazing to see that people sold CINV at 88 today when they have been chasing EXPO to 60+ with a meager 2.25 per quarter earnings

6Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 7:56 pm

Kipling


Expert
Expert
Guys
Guar will be joined by Colo. Invetsment portfolio as at June 1.4bn. 400,000 of lolc on the books @88. Purchase cost fraction of June carrying value. TOP portfolio with banks hotels diversified etc. Please check last AR. 206p of freehold land Union Place Colombo 2 on books at 600mn & now offers for 15- 20mn/perch

Take 15/perch & euity as at June revised nav 344. Last Q eps 9.95. Please DYOR. GL.



Last edited by Kipling on Fri Jan 29, 2021 8:09 pm; edited 1 time in total

7Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 7:57 pm

High-flyer

High-flyer
Manager - Equity Analytics
Manager - Equity Analytics
My personal Opinion on these Investment Companies is Current Market Volatility is bad for business, We may see some SeeSaw earnings on QoQ from these Companies. 

They made Profit in Dec 2019 Q, Loss on March 2020 Q, Profit on Q1, Q2 2020, Will make in Q3 & Q4.

But June Q 2021 will be a test. 

They are heavy on Banks. So Dividend Income may come down with low ernings of Banks.

It is really hard to make new investment in this MKT since all most all good shares are overbought. These fund Managers wont like to put their money on market, like EPF done in 2011-12.

So only option is stick to what they have.

8Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 8:58 pm

THASSIM


Manager - Equity Analytics
Manager - Equity Analytics
Those who sold CINV today will regret high time next week.

Chithi and Kipling like this post

9Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 9:02 pm

THASSIM


Manager - Equity Analytics
Manager - Equity Analytics
I'm expecting CINVs NAV to be Rs 150.

Gains via FVTPL 10 Approx (CSE Investments)
Gains via FVTOCI 40 minimum (Rubber Investment Ltd)

Forget it's CSE interments and look at the prices of Palm oil in Q3 and Q4.

Chithi likes this post

10Guar and the investment trust sector Empty Re: Guar and the investment trust sector Fri Jan 29, 2021 10:10 pm

Pbv


Equity Analytic
Equity Analytic
@THASSIM wrote:I'm expecting CINVs NAV to be Rs 150.

Gains via FVTPL 10 Approx (CSE Investments)
Gains via FVTOCI 40 minimum (Rubber Investment Ltd)

Forget it's CSE interments and look at the prices of Palm oil in Q3 and Q4.

Thumbs up 👍

11Guar and the investment trust sector Empty Re: Guar and the investment trust sector Sat Jan 30, 2021 4:23 pm

Imitiyas


Stock Trader
2010 nov SS 1:5

12Guar and the investment trust sector Empty Re: Guar and the investment trust sector Sat Jan 30, 2021 4:54 pm

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
This should trade 300 minimum.

13Guar and the investment trust sector Empty Re: Guar and the investment trust sector Sat Jan 30, 2021 6:45 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
When I checked their last quarter report they had 2 bill.. cash and short term deposits .IF they use this money to invest in CSE for last 3 months ???? Smile Very Happy

14Guar and the investment trust sector Empty Re: Guar and the investment trust sector Sat Jan 30, 2021 10:20 pm

Imitiyas


Stock Trader
Trailer 1.5

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