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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » Beware of Covid Stocks -Expo Lanka Holdings

Beware of Covid Stocks -Expo Lanka Holdings

+6
Bakkabwoi
Beta1
Value Pick
ForeigNer
samansilva
rukshan1234
10 posters

Go down  Message [Page 1 of 1]

rukshan1234


Senior Equity Analytic
Senior Equity Analytic
EXPO Net Asset 13 EPS 7.5 This is covid stock..Now Vaccination is going on all over the world..Death rate is very low .. One Cheating broker company sets target price of Rs 125.

Previously same here grant to TKYO..
Is actually worth expo over Rs 100? Dividend around Rs 1.17

So many valuable stocks there over rs 100 Dividend will grant around Rs 13..THINK AND WIN.. Smile Smile Smile

ADVENTUS and Rock On! dislike this post

samansilva


Manager - Equity Analytics
Manager - Equity Analytics
@rukshan1234 wrote:EXPO Net Asset 13  EPS 7.5  This is covid stock..Now Vaccination is going on all over the world..Death  rate is very low .. One Cheating broker company sets target price of Rs 125.

Previously same here grant to  TKYO..
Is actually worth expo over Rs 100?  Dividend around Rs 1.17  

So many valuable stocks there over rs 100 Dividend will grant around Rs 13..THINK AND WIN.. Smile Smile Smile


Agreed ..Pure manipulation is going on.. same gang mentioned those things which traded GREG and HVA  higher price    levels..innocent  investors..  Don't burn your hard money..

If earnings cannot maintain sufficient.. EXPO will reach net asset value  around Rs 15-Rs 20  ..

ForeigNer

ForeigNer
Equity Analytic
Equity Analytic
@samansilva wrote:
@rukshan1234 wrote:EXPO Net Asset 13  EPS 7.5  This is covid stock..Now Vaccination is going on all over the world..Death  rate is very low .. One Cheating broker company sets target price of Rs 125.

Previously same here grant to  TKYO..
Is actually worth expo over Rs 100?  Dividend around Rs 1.17  

So many valuable stocks there over rs 100 Dividend will grant around Rs 13..THINK AND WIN.. Smile Smile Smile


Agreed ..Pure manipulation is going on.. same gang mentioned those things which traded GREG and HVA  higher price    levels..innocent  investors..  Don't burn your hard money..

If earnings cannot maintain sufficient.. EXPO will reach net asset value  around Rs 15-Rs 20  ..


There we go . . . . .

At last people understood the reality of a seasonal Stock which runs for a very short time.

EXPO is nothing but a pure manipulation of HNWI s .

NP and Capital Trust set up plan in next week for innocent retailers . 

My main point is also the NAV of EXPO and other tangible fundamentals ..... rather than future earnings or one-time ..... a one-off life time ......  short term earnings.

Value Pick


Manager - Equity Analytics
Manager - Equity Analytics
What is the NAV of NEST?

Beta1

Beta1
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
*The value of EXPO has identified only by it's mother company SG Holding when two large foreign funds wanted to exit from EXPO during COVID hit March - June Q20.

*Non of local firms has failed to identified the opportunity given & all local companies/ Individuals have missed out a life time opportunity of investing in this world class company at deep discounted prices of Rs2.0 - Rs2.50 levels.

*Even after further acquisition of EXPO by the mother company once again local investors/ funds / companies have failed to identify the hidden value & opportunities available for EXPO under the hands of SG holdings.




*The above highlighted foreign companies were desperately trying to sell EXPO during the above period.






*They have disposed the quantities during 1Q20 & SG Holdings have increased their stake substantially.

*If anybody have visited SG holding vision - Management plan for their logistic sector then EXPO is a BUY / HOLD since 2020.

*They have officially announced that their long term vision is to become Asia's leading logistic provider in year 2016.






*Towards achieving that goal they have introduced Management plans as follows..

01. First stage management plan - Period 2015 - 2018

02.Second stage management plan - Period 2019 - 2021

03. Third stage management plan - Period 2022 - 2024

https://ssl4.eir-parts.net/doc/9143/...7/83540/00.pdf

https://ssl4.eir-parts.net/doc/9143/.../115746/00.pdf

* All these management plans are coming under a project team called GOAL -Go Advanced Logistics.

*They have very clearly mentioned that during the first phase one of more important aspects is to enhancement of network in Asia through EXPO.





*Then the second stage they have very clearly mentioned once again that there main vision is to expansion of their global network through EXPO & expansion of revenue in Asia.




*If we checkout the expansions took place in EXPO specially after January 2020 we can reiterate that EXPO is a fast growing company..

Year - 2020

01.https://efl.global/en/press/efl-joins-tapa-network

02.https://efl.global/en/press/turkish-...e-award-201819

03. https://efl.global/en/press/opening-...tre-in-kandana 2020 .01. 27

04. https://efl.global/en/press/efl-expands-reach-in-europe - 2020.02.01

05. https://efl.global/en/press/efl-exte...inavian-region - 2020.04.01

06.https://efl.global/en/press/what-a-f...o-for-shippers

07.https://efl.global/en/press/covid-us...s-from-vietnam

08.https://efl.global/en/press/cargo-fr...g-covid-crisis

09.https://efl.global/en/press/rickenba...ecords-in-june

10.https://efl.global/en/press/efl-comm...ets-initiative


Year - 2021

January - March

01.https://efl.global/en/press/efl-part...hain-solutions

02.https://efl.global/en/press/efl-and-...cines-to-egypt

03. EFL expanded it's global foot print to Canada.

04. EFL in to long haul trucking business between USA - Canada.

05. American logistic business is growing - Acquisition of 3 companies in USA.

April - June

01.https://efl.global/en/press/efl-glob...eadiness-label

02.https://efl.global/en/press/efl-glob...icago-facility

03.https://efl.global/en/press/efl-glob...-south-america

04.https://efl.global/en/press/etihad-c...rugs-to-brazil

05.https://efl.global/en/press/jfk-airp...ty-in-20-years

06.EFL into automotive logistics.

* Look at the SGH Global logistics offices ​around the globe & how many EFL offices representing the SGH Global network.

https://www.sg-hldgs.co.jp/en/compan...hBrandtree.pdf

*EXPO is a company for future.

*Final stage of the management plan of becoming Asia's leading logistics provider by SGH global is scheduled for year 2024.

*That means EXPO has a lot to deliver in future months & years to come.

*Final decision is yours

*This is not an investment advice.

ADVENTUS, RJ1010 and Rock On! like this post

Beta1

Beta1
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
"My take on EXPO. Normally I don’t give individual share recommendations or downgrades on my Twitter handle. This I feel is a special company in the making and want to share my thoughts for your LT view. Let me make my disclosure first,I am in top 10 currently. It’s not a Buy/H/S.

Initially when prices moved from 1.80 to mid 20’s I had my doubts about the earnings thinking it’s one off and Covid beneficiary. I waited for 2nd half results to believe and enter,since then they have reported consistent earnings After further studies and research I am convinced

1. It’s not the same company that came for IPO,with lots of local businesses and Logistics to Asia mainly,

2.All unrelated CO’s were diversified and now only Logistics,Leisure and IT related.

3.controlling Interest changed hands to SG Holding Japan taking 75% and CEO keeping 7.5%

4.Having a strong parent co.having a market cap bigger than our whole CSE worth.

5. Now it’s a Global co.having it’s HQ in SL at SL cost earning in USD.

6.Having operations in 30 countries and 60 offices,main contribution from recently acquired USA office accounting for 75% Biz

7. Biz grew sharply because of new Acquisitions in USA & Europe,New Team in USA,Additional new clients,Higher margins due to higher freight charges,Parent co Support,Priority blocking of space & volume,Financial strength to give credit,PPE & Vaccine shipments,EFL brand &team work

8. CEO’s aim to be top 20 Logistics co in the world. 1st being USD 150B marketcap and 20th being USD 10B To get to this dream have to grow another 20 folds,but eyes are set on that target

9. In SL it’s the highest T/o,Cash Earnings,highest no.of foreign offices,biggest parent co

10.I expect co to be a 25B profit from 21/22 and expect more Acquisitions & expansions to increase further profits So can value 10-20 PE taking into account global co.& how aggressive they will perform So 125-250 from 21/22 earnings can expect and if want to be top 20 in the world
Have to have a share value of 1000/- to be USD 10B company.
I am sure they will achieve by scaling up and even consider a foreign listing if it requires. So it’s going to be easily number 1 co in SL for sure to start with & within 5 years global target."

Copied from Mr. Imtiaz Buhardeen's twitter
https://mobile.twitter.com/BuhardeenImtiaz

ADVENTUS and mah2903 like this post

ForeigNer

ForeigNer
Equity Analytic
Equity Analytic
GREG once had a platinum mine in some African country through a overseas parent company .

 Beware of Covid Stocks -Expo Lanka Holdings  1f600  Beware of Covid Stocks -Expo Lanka Holdings  1f605  Beware of Covid Stocks -Expo Lanka Holdings  1f602 

Ayyo salli ......  !

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
anyone can sell expo..its a growth stock..and its mainly based on logistic.. if you are in the market for a while you should know most of the logistic companies has low NAV, because they dont keep assests other than storehouses.. buy should focus mainly on eps.. and predicted to have 12eps for this FY... and 6.2bil profit expected for this quarter..

anyways.. be my guest and sell expo.. we are way more willing to buy Very Happy

ADVENTUS and RJ1010 like this post

Gowri123


Senior Equity Analytic
Senior Equity Analytic
It's funny to read some comments here... especially Expo the "covid stock"...Expo has long passed the term covid stock status, but certain mindset remains same...let them think whatever they want...

Those who spreading negatively on Expo...do some favour...if you hold any Expo shares please sell tomorrow...it will be a huge favour...many waiting to collect...

ADVENTUS and mah2903 like this post

ForeigNer

ForeigNer
Equity Analytic
Equity Analytic
@Gowri123 wrote:It's funny to read some comments here... especially Expo the "covid stock"...Expo has long passed the term covid stock status, but certain mindset remains same...let them think whatever they want...

Those who spreading negatively on Expo...do some favour...if you hold any Expo shares please sell tomorrow...it will be a huge favour...many waiting to collect...


Don;t worry .    You will able to buy enough of EXPO in coming days .  ( NP is waiting for you ..) lol!

Gowri123


Senior Equity Analytic
Senior Equity Analytic
@ForeigNer wrote:
@Gowri123 wrote:It's funny to read some comments here... especially Expo the "covid stock"...Expo has long passed the term covid stock status, but certain mindset remains same...let them think whatever they want...

Those who spreading negatively on Expo...do some favour...if you hold any Expo shares please sell tomorrow...it will be a huge favour...many waiting to collect...


Don;t worry .    You will able to buy enough of EXPO in coming days .  ( NP is waiting for you ..) lol!
I've already collected at dip and will collect more as well...😃

you guys will keep doing whatever you are doing...😊

When EXPO reported 2bn profit for Q1 of 2020... you guys said it's a one off it got benefitted from covid...it will never reach that profit again....

Then after Q2,Q3 and Q4... EXPO posted 4bn profit... You guys still saying it's a covid stock... Check how much Expo had invested for expansion and acquisitions for past year or so in countries like USA, Canada, European countries, south east Asian countries... You guys have a fixed mindset, carry-on with that...😆

Guess what... They are going post 5bn+ profit for Q1 for 21... 

Even when Expo reaches 100 Rs... you guys will say manipulation, HNWIs setup and etc.... Good luck guys 😀

Beta1, Cma, ADVENTUS, RJ1010 and Value Pick like this post

ForeigNer

ForeigNer
Equity Analytic
Equity Analytic
Lessons from the past ...!!!! 


GREG  ......  EXPO

GREG is now trading on its NAV .... !


https://www.srilankachronicle.com/t14787-greg-s-inside-stories



Reset of the Funds
14 May 2009


The Company informed the CSE the following "The Board of Directors of Environmental Resources Investment PLC wish to inform that the company raised LKR 347,721,600 in its Rights Issue completed 25th March 2009 and is presently engaged in negotiations to invest LKR 250 million of the said proceeds in Bank, Finance, Insurance, Trading sectors.

The said negotiations are expected to be completed by end of May 2009. Reset of the funds will be invested in accordance to the resolution passed on 11th February 2009".

Acquisition of Environmental Resources limited
28 August 2009


The Board of Directors of Environmental Resource Investments PLC (ERI) wishes to announce that it has finalized the terms and conditions for the acquisition of Environmental Resources Limited Which is a company incorporated in British Virgin Island and is a company holding assets of equity and debentures focusing in the platinum mining industry in South Africa.

The said company is an investment vehicle that will allow ERI to invest and take advantage of opportunities within the South African mining industry. The largest equity holding is that of Eastern Platinum Limited (52%) a publicly listed company on the Toronto Stock Exchange and is Canada's leading group metal producer. http://www.eastplats.com/

The Board of Directors further wishes to state that all regulatory approvals (The Central Bank of Sri Lanka, The Controller of Exchange and the Hon. Minister of Finance & Planning) for the said investment have been obtained.

ERI is expected to hold 100% equity of Environmental Resources Limited and a further announcement would be made to CSE upon conclusion of the transaction.

Acquisition of the Stock Broking Firm, HNB Stockbrokers (Pvt) Ltd.

The Board of Directors of Environmental Resource Investments PLC wishes to announce that, it has finalized the terms and conditions for the acquisition of the Stock Brokering Firm, HNB Stockbrokers (Pvt) Ltd.

The Board of Directors further wishes to state that all regulatory approvals for the said acquisition have been obtained.

ERI is expected to hold 100% equity of HNB Stockbrokers (Pvt) Ltd and a further announcement would be made to CSE upon conclusion of the transaction.

ENVIRONMENTAL RESOURCES INVESTMENT PLC - ANNOUNCEMENT
31 August 2009


The Company has made the following announcement to the CSE, "The Board of Directors of Environmental Resource Investments PLC (ERI) wishes to further clarify the announcement made on 28th August 2009 with regard to the Acquisition of Environmental Resources Limited as follows.

Environmental Resources Limited (ERL) is a company incorporated in British Virgin Island and is a company holding assets of equity and debentures focusing in the platinum mining industry in South Africa.

52% of the asset base of ERL consist equity of Eastern Platinum Limited."

ACQUISITION OF THE STOCK BROKING FIRM, HNB STOCKBROKERS (PVT) LTD
12 October 2009


The Board of Directors of Environmental Resource Investments PLC (ERI) wishes to confirm that the acquisition of the Stock Broking Firm DNH Financial (Pvt) Ltd (formerly known as HNB Stock Brokers (Private) Limited) was finalized on 9th October 2009 at a total consideration of Rs.151,413, 416.25 , which is the adjusted net asset value of the Company as at July 2009. This acquisition has been approved by the Securities and Exchange Commission of Sri Lanka and the Colombo Stock Exchange.

The Board of ERI further wish to confirm that the name of the Said HNB Stock Brokers (Private) Limited was changed to DNH Financial (Private) Limited on 7th October 2009.

SECTOR CLASSIFICATION - Environmental Resources Investment PLC
24 February 2010


Please be advised that the Environmental Resources Investment PLC has been re-classified under the "Investment Trusts" Sector with effect from 24th February 2010.

ADVENTUS and apple dislike this post

apple


Stock Trader
What a Joke.. EXPO is being compared with GREG ... lol
How can we compare any past bad company with another different company having a different business model... Before you come to investments, you must have common sence.

Don't be a joker in this forum.please

RJ1010 likes this post

Invest-Wise

Invest-Wise
Manager - Equity Analytics
Manager - Equity Analytics
@apple wrote:What a Joke.. EXPO is being compared with GREG ... lol
How can we compare any past bad company with another different company having a different business model... Before you come to investments, you must have common sence.

Don't be a joker in this forum.please
Clearly a person who doesn't understand the difference between stocks. Expo will be a star and reach all time high very soon. They will have a stellar quarter too. The run will start today!

Captain, ADVENTUS, Bakkabwoi, Gowri123 and apple like this post

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
With fair value 125, share was traded 50 levels now 60 levels

Nice to see how investors perception will induce expo to reach its fair value

6 Bn profit per are possible with all around facts

When accounts are out can not gues any body where share price will go.

Gud luck guys

Cma, ADVENTUS, RJ1010, Bakkabwoi and apple like this post

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
https://twitter.com/amila_dr/status/1417143782395371523?s=19



doing a small research on expo tp.. drop a vote.. thanks!

ADVENTUS likes this post

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