TILE / LWL / RCL

Exiting results awaiting!

TILE / LWL has recorded 6.7 Bn for first 6 Month. They have achieved 3 Bn alone in Dec 2020.

Last time they have announced result on 5th. So result will be out tomorrow or early next week.

December Q should be super 
I expect RCL to report EPS Rs 20 and LWL Rs 18

Target price 
RCL 400+
LWL 350+

If share split come after result 
RCL 500
LWL 450 possible.

3Q results should be unbelievable
My personal view RCL to report EPS Rs.35. Annualized EPS Rs.75.

Target price
RCL 450

If share split comes after interim financials
RCL 550 possible

Tomorrow price drop..

@Wolf86 wrote:Tomorrow price drop..

any reason?

Could you please explain the reason for price drop tomorrow?

@Game Changer wrote:Could you please explain the reason for price drop tomorrow?

I don't think there will be a drop in TILE counters as they are about to release superb results for dec quarter

@geesura wrote:

@Game Changer wrote:Could you please explain the reason for price drop tomorrow?

I don't think there will be a drop in TILE counters as they are about to release superb results for dec quarter

Agree...no sane person would sell tile shares tomorrow

@Game Changer wrote:3Q results should be unbelievable
My personal view RCL to report EPS Rs.35. Annualized EPS Rs.75.

Target price
RCL 450

If share split comes after interim financials
RCL 550 possible

This is too much, unrealistic 

RCL Rs 20
LWL Rs 18 possible, anything above bonus

Target price for RCL is possible 
Divided too can expect from all companies

VONE going to benefit from all these

Then you will receive a bonus this time. Wait and see once the interim financials published you can realize the 3 quarter profits.

@Game Changer wrote:Then you will receive a bonus this time. Wait and see once the interim financials published you can realize the 3 quarter profits.

Result should come next week, waiting for bonus 

CT Target


RCL
- RCL is currently trading at 9.21x FY22E earnings. 
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings. 
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL


- LWL is attractively valued at 6.56x FY22E earnings. 
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%). 
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)


TILE


- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Could you please explain the current market value of RCL by analyzing the annualized EPS & PE.

@High-flyer wrote:CT Target


RCL
- RCL is currently trading at 9.21x FY22E earnings. 
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings. 
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL


- LWL is attractively valued at 6.56x FY22E earnings. 
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%). 
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)


TILE


- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

@MaJa wrote:

@High-flyer wrote:CT Target


RCL
- RCL is currently trading at 9.21x FY22E earnings. 
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings. 
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL


- LWL is attractively valued at 6.56x FY22E earnings. 
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%). 
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)


TILE


- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

@High-flyer wrote:

@MaJa wrote:

@High-flyer wrote:CT Target


RCL
- RCL is currently trading at 9.21x FY22E earnings. 
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings. 
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL


- LWL is attractively valued at 6.56x FY22E earnings. 
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%). 
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)


TILE


- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

Poor Capital Trust, Always trying to promote IN Nana's Charter Buisnesses.
All these Analysis will change after Dec results.

BILL is the most undervalued share - Capita Trust1
These idiots try to penalize retail investors and give gains to Nana.

@wealth123 wrote:

@High-flyer wrote:

@MaJa wrote:

@High-flyer wrote:CT Target


RCL
- RCL is currently trading at 9.21x FY22E earnings. 
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings. 
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL


- LWL is attractively valued at 6.56x FY22E earnings. 
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%). 
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)


TILE


- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

Poor Capital Trust, Always trying to promote IN Nana's Charter Buisnesses.
All these Analysis will change after Dec results.

BILL is the most undervalued share - Capita Trust1
These idiots try to penalize retail investors and give gains to Nana.

Very undervalued targets given. Many brokering companies don’t have good research teams who can predict the future. We all know how the tile companies are going to improve their earnings. But without giving any estimate to December profits they simple have done the calculations here.... RCL going pass Rs400/ is not a dream anymore

@wealth123 wrote:

@High-flyer wrote:

@MaJa wrote:

@High-flyer wrote:CT Target


RCL
- RCL is currently trading at 9.21x FY22E earnings. 
- Target price at 364.10(+8.61%) at 10.0x FY22E earnings. 
- This is a discount of 27.06% to the broader market PER multiple of 13.71x.

LWL


- LWL is attractively valued at 6.56x FY22E earnings. 
- LWL to trade at 9.0x FY22E earnings to reach a target price of LKR 324.90 (+37.09%). 
- This is a discount of 34.35% to the market PER multiple of 13.71x. (contd.)


TILE


- TILE is currently valued at 6.80x FY22E earnings.
- TILE to trade at a multiple of 9.0x FY22E earnings to reach a target price of LKR 308.30 (+32.32%), - This is a discount of 34.35% to the market PER multiple of 13.71x

Thanks.
Pls elaborate whether above earnings are estimates or a research publication

From Capital Trust

Poor Capital Trust, Always trying to promote IN Nana's Charter Buisnesses.
All these Analysis will change after Dec results.

BILL is the most undervalued share - Capita Trust1
These idiots try to penalize retail investors and give gains to Nana.

Well said wealth123. CT did the same laundry business with expo and had a kakki bath. Now trying to make ppl sell these diamonds so that the bosses can pick them up cheap. Pathetic.

@Game Changer wrote:3Q results should be unbelievable
My personal view RCL to report EPS Rs.35. Annualized EPS Rs.75.

Target price
RCL 450

If share split comes after interim financials
RCL 550 possible

I just feel your nos are not unrealistic just by looking at the demand for their products. Fingers crossed though.

Analysis on Q3 Results



- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

@High-flyer wrote:Analysis on Q3 Results



- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

Even if they maintain the same EPS for the Q4, according to the 50% dividend payment from EPS, you get 6.8% - 7.0% per share for the current price. that' s equivalent  to 4 Year Fixed deposit rate 

@High-flyer wrote:Analysis on Q3 Results



- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

Thank you.

I hope share split will come after the results.

Even without a share split RCL, LWL and TILE have more value due to super income.

Following target may achieve in coming weeks 
RCL 500
LWL 450
TILE 400

@High-flyer wrote:Analysis on Q3 Results



- Tile & LWL will Cross 1Bn PAT in Q3 easily.
- TILE / LWL should trade above 350+ otherwise it would be a shame.
- RCL Will benefit from all these. LB Fiance has done well too.
- Decent Dividend pending from All Three. After 2015, RCL has maintain above 50% Dividend payout. Last year 69%

This is a really good analysis. Thank you very much for providing the insight of all these tile companies.

Will it be tile week?

unprecedented demand for local tiles..
https://www.youtube.com/watch?v=BVw5-ioZ-2k&feature=emb_logo