CHINA + SRI LANKA and impact in CSE

ONTHEMONEY · 1 CHINA + SRI LANKA and impact in CSE Wed Mar 17, 2021 9:55 am

ONTHEMONEY

Assistant Vice President - Equity Analytics

Posts : 651
Equity Stars : 5693
Reputation : 43
Join date : 2011-01-28
Location : COLOMBO

Hi all,

Today many EXPECT a GREEN.

However, do not be FULLISH to like the way people following rallies.

INVESTORS in SHARE MARKET is not making money overnight. My cross argument is, if you BUY a LAND in Colombo 7 today and if the PRICE DROPS by 20% within a week, would you SELL?

The companies which have the potential to GROW EXPONENTIALLY and able to deliver SUPER NORMAL EARNINGS which can be JUSTIFIED based on FUNDAMENTAL REASONS ideally should not let any INVESTOR down at any point of Investment.

During the worst times amid of C19, the CORPORATE PERFORMANCE have recorded history high in last DECEMBER. How do you feel about CORPORATE EARNINGS IN the times when the country is recovering from C19?

In MACRO ECONOMICS side, SL will eventually be CHINA HOT PICK considering the GEO POLITICAL and COUNTRY LOCATION in world map. whether SL like or not, it will be destiny which I feel. What do you feel about the corporate performance given a context if CHINA+SRI LANKA country. Would it be deterioration of CORPORATE EARNINGS???

Good Luck

ONTHEMONEY · 2 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 9:13 am

ONTHEMONEY

Assistant Vice President - Equity Analytics

Posts : 651
Equity Stars : 5693
Reputation : 43
Join date : 2011-01-28
Location : COLOMBO

https://economynext.com/china-to-play-central-role-in-supporting-ccc-rated-sri-lanka-maldives-laos-fitch-79844/

Hi all, the above article provides a clear picture for all SRI LANKA'S Future and going ahead with CHINA.

The country will surely have a STRONG SUPPORT from CHINA bilaterally in a current GEO POLITICAL DYNAMICS.

China will have to ensure the dominant power in South Asia. Next week will be a CRITICAL YEAR for Sri Lanka, China and whole globe ECONOMIC DYNAMICS because of the UNHRC vote.

There will be 2 scenarios;

1. Winning the VOTE - CHINA will show the WORLD how STRONG they are and SL Will be CHINA + SRI LANKA economy.

2. Loosing the VOTE - SRI LANKA will have no options but to go with CHINA.

Therefore, SRI LANKA ECONOMY will anyways on SAFE HANDS due to the simple fact that CHINA being the STRONGEST COUNTRY with MONEY. SL ECONOMIC and POLITICAL DYNAMICS will completely change with PORT CITY and upcoming CHINESE INVESTMENTS.

What do you think about CORPORATE PERFORMANCE in such a context??

Good Luck

ONTHEMONEY · 3 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 9:13 am

ONTHEMONEY

Assistant Vice President - Equity Analytics

Posts : 651
Equity Stars : 5693
Reputation : 43
Join date : 2011-01-28
Location : COLOMBO

https://economynext.com/china-to-play-central-role-in-supporting-ccc-rated-sri-lanka-maldives-laos-fitch-79844

Hi all, the above article provides a clear picture for all SRI LANKA'S Future and going ahead with CHINA.

The country will surely have a STRONG SUPPORT from CHINA bilaterally in a current GEO POLITICAL DYNAMICS.

China will have to ensure the dominant power in South Asia. Next week will be a CRITICAL YEAR for Sri Lanka, China and whole globe ECONOMIC DYNAMICS because of the UNHRC vote.

There will be 2 scenarios;

1. Winning the VOTE - CHINA will show the WORLD how STRONG they are and SL Will be CHINA + SRI LANKA economy.

2. Loosing the VOTE - SRI LANKA will have no options but to go with CHINA.

Therefore, SRI LANKA ECONOMY will anyways on SAFE HANDS due to the simple fact that CHINA being the STRONGEST COUNTRY with MONEY. SL ECONOMIC and POLITICAL DYNAMICS will completely change with PORT CITY and upcoming CHINESE INVESTMENTS.

What do you think about CORPORATE PERFORMANCE in such a context??

Good Luck

Nesh · 4 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 11:29 am

Nesh

Stock Analytic

Posts : 11
Equity Stars : 1285
Reputation : 0
Join date : 2020-10-23

I have a gut feeling China and the "interested parties" will want us to lose the vote so that we have no option BUT to go with China. In such a scenario our exports may suffer extensively as our main export markets do not support. It's a win win for China in any case.

Nesh · 5 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 11:31 am

Nesh

Stock Analytic

Posts : 11
Equity Stars : 1285
Reputation : 0
Join date : 2020-10-23

And a loss loss for us in any case!

ONTHEMONEY · 6 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 11:39 am

ONTHEMONEY

Assistant Vice President - Equity Analytics

Posts : 651
Equity Stars : 5693
Reputation : 43
Join date : 2011-01-28
Location : COLOMBO

Nesh wrote:I have a gut feeling China and the "interested parties" will want us to lose the vote so that we have no option BUT to go with China. In such a scenario our exports may suffer extensively as our main export markets do not support. It's a win win for China in any case.

Hi all,

The EXPORT and IMPORT basket will be completely CHANGED if it's the of CHINA taking control.

We have to observe what has happened to HONG-KONG because of the strategic logistics advantage

Good Luck

ChooBoy · 7 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 11:51 am

ChooBoy

Senior Manager - Equity Analytics

Posts : 413
Equity Stars : 2648
Reputation : 6
Join date : 2019-01-31

Sri Lanka is triple +CCC now.
We are China,China,China
Next will be Panda Bond fully subscribed by Chinese because it is CCC.

samaritan · 8 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 12:20 pm

samaritan

Moderator

Posts : 4123
Equity Stars : 9118
Reputation : 188
Join date : 2015-05-16

Baseless panic created by manipulators to buy shares at rock bottom prices. Finally sellers are going to be losers for sure.

Minister's latest tweet:

Ajith Nivard Cabraal

@an_cabraal

The right #policies are now in place for non-debt #forex inflows. It's only a matter of time before the #Rupee appreciation process starts. #Businesses and #industries must prepare for that transformation.
@CBSL
#SriLanka #debt #GoSL #economicrecoveryplan

Last edited by samaritan on Thu Mar 18, 2021 12:40 pm; edited 1 time in total

Mr. Wayne · 9 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 12:38 pm

Mr. Wayne

Equity Analytic

Posts : 32
Equity Stars : 1280
Reputation : 1
Join date : 2020-11-19

ONTHEMONEY wrote:

Nesh wrote:I have a gut feeling China and the "interested parties" will want us to lose the vote so that we have no option BUT to go with China. In such a scenario our exports may suffer extensively as our main export markets do not support. It's a win win for China in any case.

Hi all,

The EXPORT and IMPORT basket will be completely CHANGED if it's the of CHINA taking control.

We have to observe what has happened to HONG-KONG because of the strategic logistics advantage

Good Luck

Hong Kong is now in a state of disarray.

samaritan · 10 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 12:56 pm

samaritan

Moderator

Posts : 4123
Equity Stars : 9118
Reputation : 188
Join date : 2015-05-16

Imaginations are running riot. investment - CHINA + SRI LANKA and impact in CSE Icon_rolleyes

Always do remember in the aftermath of a pandemic there will not be anything passed to hurt our economy and make people suffer. Think deep!

The smart ones will buy and prosper.

https://www.thehindu.com/news/international/india-has-assured-support-at-un-human-rights-council-says-sri-lankas-foreign-secretary/article34097666.ece

"Apart from reminding Sri Lanka of its several pending commitments and failed promises on delivering truth, justice, and promoting reconciliation, the latest resolution calls for power devolution through the 13th Amendment"

ONTHEMONEY · 11 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 1:57 pm

ONTHEMONEY

Assistant Vice President - Equity Analytics

Posts : 651
Equity Stars : 5693
Reputation : 43
Join date : 2011-01-28
Location : COLOMBO

Hi all,

The turnover of Rs 10Bn reflected in January 2021 was purely based on INCREASED DAY TRADING. The daily average market turnover before January was Rs 500Mn - 1,000Mn. However, with INCREASED new INVESTORS in January this would have jumped to Rs 2.5Bn - 3Bn. Now, Turnover settling around Rs 750Mn - 1,000Mn may hurt INVESTORS together with lossing the ASPI.

As a result, loosing CONFIDENCE is NORMAL for any INVESTOR. Similarly, INCREASING CONFIDENCE in a GREEN Market will be normal.

Fundamentally,market PE is below 12 which is peanuts against peer MARKETS and DIVIDEND YIELD in most stocks is higher than bank Interest. Technically the RSI indicates OVERSOLD.

Hence, The market should find new ground with renewed interest in overall economy with CHINESE influence furthermore in the country before the next run.

Good Luck

samaritan · 12 Re: CHINA + SRI LANKA and impact in CSE Thu Mar 18, 2021 2:08 pm

samaritan

Moderator

Posts : 4123
Equity Stars : 9118
Reputation : 188
Join date : 2015-05-16

Ajith Nivard Cabraal

@an_cabraal

Was delighted to meet with the Indian CEOs Forum and learn of their investment promotion initiative titled: “SHINE LANKA – Path to #Investment #SriLanka”. The promotional material were simply outstanding. Thank you, CEOs
@ficci_india

@BOIsrilanka
#lka #India #GoSL
investment - CHINA + SRI LANKA and impact in CSE Ewvt27KVIAct5EE?format=jpg&name=small