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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » TILE / LWL / RCL

TILE / LWL / RCL

+32
Wonderer
Vishwanarth
Mithooshan
Bakkabwoi
celtic tiger
David VKMS
RJ1010
IDK
learningthemarket
stockback
Wickyz
Hairoos
nish84
arun.cse
Inthikahb M Wazeer
madukp
judecroos
Vlodio
Thekal
AmateurTrader001
hammurabi
stockie
Cricketman
Value Pick
wealth123
MaJa
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geesura
Wolf86
Game Changer
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36 posters

Go to page : Previous  1, 2, 3, 4

Go down  Message [Page 4 of 4]

76TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Mar 02, 2021 11:32 am

subash81


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Need to hold these valuable shares till market recovery. Selling now going to lose big when market recover.

77TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Mar 02, 2021 11:36 am

Wickyz


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
lol!

78TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Mar 02, 2021 3:59 pm

celtic tiger


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Directors are selling.

79TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Mar 02, 2021 4:02 pm

geesura


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@celtic tiger wrote:Directors are selling.
Not Director"s"

judecroos likes this post

80TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Mar 02, 2021 5:31 pm

judecroos


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@celtic tiger wrote:Directors are selling.
No directors do not sell, may be one director urgently wants cash ? Smile

81TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Mar 02, 2021 6:07 pm

MaJa


Manager - Equity Analytics
Manager - Equity Analytics
The director who sold shares recently, has been selling his stake at RCL , LWL , TILE and PARQ for last 1 year.
And still hold a substantial volume with all counters.

82TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Mon Aug 09, 2021 9:33 pm

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
so boys..tile reports are out.. whats ur call ?

ADVENTUS likes this post

83TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 8:18 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
I am holding RCL as it is the Parent of the Tile companies in Sri Lanka.

Let me discuss the reasons i find for strong upward momentum in days to come.

1) The listed subsidiaries and sub-subsidiaries have pefformed well in this quarter and expected to perform the same in the next three quarters.

This will total a better annual EPS for 2021/22 to that of 2020/21

2) Lanka Ceramic, Lanka walltile, Lanka Ceramic, Swisstek Ceylon PLC and LB Finance have all recorded very good Profit aftet tax. Adding the total is nearly 2.9 Billion Rs. for the quarter.

If RCL is able to make around 900Mn for the quarter the TOT Group PAT would be 3.8 Billion Rs.

Total RCL shares 1,107,893,873 after the split. So it should record a quarterly EPS of at least 3.4 in my opinion.

Expecting Rs.9 (based on my personal judgement, will be different based on each persons opinion) for the next three quarters adds the total to 12.4

Adding a moderate PE of 10. This share will go past Rs.120 by next June. (I am HOLDing)

Edit - It is assumed that the external environment will remain favourable or same during the year

Dividend factor is not considered.

RJ1010 likes this post

84TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 9:24 am

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Dankotuwa reports good profit.
Will Ambeon offer for a double price 😍

Few months ago talk were about RCL will acquire DPL

85TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 9:40 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Mr.Dhammika's plans.

One who does not plan, plan to fail they say. Mr.Dhammika sure isn't one like that. So have to wait untill a news article comes in with the news.

Ambeon or RCL ? God knows what.

86TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 9:54 am

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Ambeon has 78% of DPL and they had discussion to offer some time back

87TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 10:49 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
TILE / LWL / RCL - Page 4 Screen10

Hitazz likes this post

88TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 10:50 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Click on the image, not sure whether it is clear in the forum space.

89TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 5:22 pm

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Mithooshan wrote:I am holding RCL as it is the Parent of the Tile companies in Sri Lanka.

Let me discuss the reasons i find for strong upward momentum in days to come.

1) The listed subsidiaries and sub-subsidiaries have pefformed well in this quarter and expected to perform the same in the next three quarters.

This will total a better annual EPS for 2021/22 to that of 2020/21

2) Lanka Ceramic, Lanka walltile, Lanka Ceramic, Swisstek Ceylon PLC and LB Finance have all recorded very good Profit aftet tax. Adding the total is nearly 2.9 Billion Rs. for the quarter.

If RCL is able to make around 900Mn for the quarter the TOT Group PAT would be 3.8 Billion Rs.

Total RCL shares 1,107,893,873 after the split. So it should record a quarterly EPS of at least 3.4 in my opinion.

Expecting Rs.9 (based on my personal judgement, will be different based on each persons opinion) for the next three quarters adds the total to 12.4

Adding a moderate PE of 10. This share will go past Rs.120 by next June. (I am HOLDing)

Edit - It is assumed that the external environment will remain favourable or same during the year

Dividend factor is not considered.
Please ignore this. P/E multiples could give a best of Rs.60 only with forecasted annual earnings. 

Sincere apologies for those who made a decision due to the influence of above post during the day.

90TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 10, 2021 10:26 pm

Wonderer


Equity Analytic
Equity Analytic
Not to forget that CT holds considerable number of shares in some of the mentioned companies as per March reports. It's good if they can disclose their holdings when publishing price targets.

91TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Wed Aug 11, 2021 9:18 am

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
GREG hold 77% of DPL
DPL will be acquired by any of said Tile company ??  
What is the hint  of upper order book for DPL?



Last edited by Vishwanarth on Wed Aug 11, 2021 9:19 am; edited 1 time in total (Reason for editing : d)

92TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Wed Aug 11, 2021 10:25 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Wonderer wrote:
Not to forget that CT holds considerable number of shares in some of the mentioned companies as per March reports. It's good if they can disclose their holdings when publishing price targets.
*Asia Securities | Earnings update: RCL SL [TP: LKR 52.00/share; BUY]*
*-* Tile & Sanitaryware performance to continue; we expect a QoQ pickup
*-* Subsidiary momentum to continue; further travel restrictions key risk
*-* Aluminium & Plantation to sustain YoY performance in FY22E
*-* We value the share at 7.5x FY22E leading to our target price of LKR 52.00. BUY.

_Read full report: https://bit.ly/RCL_1QFY22_


Edit - Not sure whether Asia Securities have a stake on RCL

Wonderer likes this post

93TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 17, 2021 7:07 pm

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Guys, does anyone know the reason for heavy selling ?

Noticed 42% of the shareholding is with retailers. Maybe we need the Parent company to increase its holding to 75%.

But what does Mr.Dhammika want ? 🤔

94TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 17, 2021 8:03 pm

ONTHEMONEY


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Hi all, 

I am avoiding manufacturing sector for the time considering the rising C19 deaths & cases which sometimes hurt the workers in plants

Better to opt for companies having minimum risk in operations or having operational diversity which reduces e risk ultimately resulting to deliver the output 

Good Luck

Mithooshan likes this post

95TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Tue Aug 17, 2021 8:05 pm

stockchaser


Manager - Equity Analytics
Manager - Equity Analytics
It's better to focus on health sector

96TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Wed Aug 18, 2021 7:31 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@ONTHEMONEY wrote:Hi all, 

I am avoiding manufacturing sector for the time considering the rising C19 deaths & cases which sometimes hurt the workers in plants

Better to opt for companies having minimum risk in operations or having operational diversity which reduces e risk ultimately resulting to deliver the output 

Good Luck

Thanks @ONTHEMONEY. Bought and held it for too long. Could have sold my hold in RCL and purchased Expo for that too.

97TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Wed Aug 18, 2021 2:46 pm

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Sold my stake at RCL and moved to Expo at the right time.

98TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Sun Aug 22, 2021 8:52 pm

cwij5252


Stock Analytic
Stock Analytic
According to the Webinar by Capital Trust on last Saturday, The fair values:-

  RCL  60.20
  Tile  94.10
  LWL 102.25
  PARQ 34.80
  MGT 44
  TJL  51

ADVENTUS and Bakkabwoi like this post

99TILE / LWL / RCL - Page 4 Empty Re: TILE / LWL / RCL Mon Aug 23, 2021 2:24 am

ADVENTUS


Moderator
Moderator
@cwij5252 wrote:According to the Webinar by Capital Trust on last Saturday, The fair values:-

  RCL  60.20
  Tile  94.10
  LWL 102.25
  PARQ 34.80
  MGT 44
  TJL  51

Tile sector may also give interim divs?

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