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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » CSE Top Shareholders - Daily Performance

CSE Top Shareholders - Daily Performance

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41CSE Top Shareholders - Daily Performance - Page 3 Empty Ceybank and NSB sold, then VONE surged Sun Feb 14, 2021 3:35 pm

topgun86


Equity Analytic
Equity Analytic
Ceybank and NSB sold silent , then VONE surged bounce

Ceybank Unit Trust and the National Savings Bank who together have invested some Rs. 8 billion in the Colombo Stock Exchange have collectively lost over Rs. 500 million in potential profit when they simultaneously started exiting1 a long held position in Vallibel One2 by as much as 40%, a  staggering amount.

Shortly after, Vallibel One which was approximately3 entered at a cost of Rs. 18 surged to a high of Rs. 95 before settling at 66.

If not for the release of over 7 million shares to the public during October to December, would the stock have surged and could the activity of Ceybank and NSB be a tell? 




1 QoQ change as at 30-Dec-2020
2 VONE.N0000
3 both held prior to 31-Mar-2017 which is the base holding date, so the real cost will differ from that stated 

topgun86


Equity Analytic
Equity Analytic
15-Feb page 1 sample screenshot, pm me to get the full report
CSE Top Shareholders - Daily Performance - Page 3 92d09e10

topgun86


Equity Analytic
Equity Analytic
@geesura do send me your contact so I can share the report, since I’m new I can’t respond to your pm

topgun86


Equity Analytic
Equity Analytic
16-Feb page 1 sample, pm me your contact so I can share the google drive link to the full daily report

CSE Top Shareholders - Daily Performance - Page 3 24003d10

topgun86


Equity Analytic
Equity Analytic
@topgun86 wrote:CTC and LION languish Idea , aggressive South African fund holding at No .3 Basketball


Allan Gray1 is one of the few foreign funds that has been aggressively buying upwards of Rs. 4 billion since early 2019, a new entrant to the Colombo Stock Exchange.

HQ’d in South Africa, the fund invests2 in frontier markets and ranks Sri Lanka at No. 6 on their portfolio with a 7.7% allocation, primarily in Ceylon Tobacco3 and Lion Brewery4 spread equally and as of the latest5 filing, Allan Gray’s holdings have moved up to the No. 3 position in both, despite this both index heavyweights have languished, underperforming the benchmark that has doubled in recent times.

Consider this, the fund has consistently generated alpha6 globally on average beating the benchmark by multiples, the high allocation and the fact that market pundits haven’t written off the index, it would be prudent to suggest that Allan Gray share that opinion.





1 Allan Gray Frontier Markets Equity Fund Limited
2 [url=https://www.allangray.co.za/globalassets/documents-repository/fund/factsheet/Allan Gray Frontier Markets Equity Fund (USD) (Class C)/Latest/Allan Gray Frontier Markets Equity Fund (USD) (Class C) Latest.pdf]source document[/url]
3 CTC.N0000
4 LION.N0000
5 Lion Brewery as at  31-Dec-2020 and Ceylon Tobacco 30-Sep-2020
6 alpha is the performance difference as compared with the benchmark


Allan Grey dived deeper into Sri Lanka by buying up over Rs. 235 million1 in CTC and Rs. 484 million1 in LION thus upping their stakes by double digits which makes for an encouraging assessment of the Colombo Stock Exchange especially considering the current climate.

Since the last reported1 filing, neither stock has gone anywhere so it’s doubtful that an exit would have happened.

Consider also that J.B. Cocoshell, the elusive investment arm operated by the Jafferjee family has been on the buy side placing down an additional Rs. 105 million1 on CTC having entered shortly after Allan Grey and just prior to the COVID-19 lockdown, and by my estimates they sit on a teeny profit which from historical accounts suggests isn’t quite satisfactory.

In the case of Allan Grey, patience may actually pay.




1 as at 30 December 2020 QoQ change in shareholdings, calculated into the possible average stock price during Oct - Dec 2020
.
.
.

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
EXPO is popping up again 😀

topgun86 likes this post

topgun86


Equity Analytic
Equity Analytic
CSE Top Shareholders - Daily Performance - Page 3 Cec6ff10

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