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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » EXPOLANKA HOLDINGS PLC (EXPO.N0000)

EXPOLANKA HOLDINGS PLC (EXPO.N0000)

+31
hanuma
Good bad
arun.cse
Hope123
dayandacool
Vishwanarth
chandike73
Accountant
RJ1010
Chathur
shan31
Hawk Eye
cseguide
LEO55
Dilshan2020
David VKMS
soileconomy
Wickyz
Gowri123
ONTHEMONEY
Bakkabwoi
Meashed
Captain
samaritan
Mr. X
DimuthuKW
ADVENTUS
EPS
SAGA
Beta1
Value Pick
35 posters

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101EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Jul 16, 2021 11:07 pm

EPS


Expert
Expert
[size=45][size=41]Container lines set to topple quarterly profit records (again)[/size]

COSCO and Matson second-quarter profits set the bar even higher

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Bba7dab3b6d25501402f9dda30e3e667?s=140&d=mm&r=g  Thursday, July 8, 2021
 3 minutes read
[/size]

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Cosco_flick_KeesTorn  COSCO's just posted huge numbers for Q2 (Photo: Flickr/Kees Torn)


Maersk and other ocean carriers posted their best numbers ever in the first quarter, but those records are almost certain to be quickly eclipsed.
Early disclosures from carriers confirm that the second quarter will be an even bigger blockbuster for liners.
During the first three months of this year, congestion negatively impacted volumes for several liners, yet surging rates more than offset any decline in loadings.
Even though congestion worsened in the second quarter — due to the Suez Canal accident and the COVID outbreak in Yantian, China — freight rates were much stronger than in the first quarter, setting the stage for new highs in revenues and profits. 
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Freightos-global-1200x331
Global average of rates for all major trade lanes in dollars per FEU, not including premiums. Blue line = 2020-2021. Green line = 2019-2020. Chart: FreightWaves SONAR (To learn more about FreightWaves SONAR, click here.)

OOCL

OOCL, a division of China’s COSCO, revealed data on Wednesday on Q2 liftings and revenues. American Shipper analyzed the changes versus the first quarter and calculated OOCL’s revenue per twenty-foot equivalent unit (TEU).
The carrier’s total liftings dropped 1.5% quarter-on-quarter, including a 4.2% decline in the congestion-stricken trans-Pacific. However, revenue per TEU jumped 16.6% in the second quarter versus the first, to $1,780 per TEU. There was a particularly sharp rise — 20.6% — in revenue per TEU in the trans-Pacific.

As in the first quarter, rate tailwinds trumped congestion headwinds. OOCL’s overall shipping revenue in the second quarter rose 14.9% compared to the first three months of the year, to $3.47 billion.
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Oocl-1200x295
(Chart: American Shipper based on data from OOCL)

COSCO Group

The COSCO Group announced preliminary Q2 profits on Wednesday. COSCO disclosed that first-half revenues will be approximately RMB 37.093 billion ($5.7 billion). This means that Q2 2021 net profit will be RMB 21.641 billion, up 40% from the previous record period in Q1 2021.
During the first half of this year alone, COSCO will post profits that are 3.7 times the profits earned in full-year 2020.

Matson

After market close on Thursday, Matson (NYSE: MATX) released preliminary results that trounced analyst expectations. The consensus forecast was for Q2 2021 net income of $2.21 per share. Matson said that net income will be $156.9 million-$163.6 million or $3.58-$3.73 per share — 62%-69% above what analysts expected.
“We WAY underestimated the earnings capacity of Matson once again,” admitted Stifel analyst Ben Nolan in a client note.
Matson CEO Matt Cox stated, “Currently, in the trans-Pacific trade lane, supply chain congestion continues and consumption trends remain elevated. We expect these conditions to remain in place and lead to a high level of demand at least until Lunar New Year in the first quarter of 2022.”

Evergreen

Taiwan-based Evergreen has not pre-reported profits, but it has just posted its monthly operating revenues through June.
Last month, Evergreen posted all-time-high operating revenues of 37.72 billion New Taiwan dollars (NT$). For Q2 2021, operating revenues totaled NT$99.89 billion ($3.6 billion), up 11% from Q1 2021.
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Evergreen2-1200x443
(Chart: American Shipper based on data from Evergreen)

Carriers’ public relations deficit

U.K. consultancy Drewry estimated this week that the ocean carrier sector as a whole could post aggregate profits of $80 billion-$100 billion this year.
“Carriers’ only account in deficit is public relations,” said Drewry. “Lines are in danger of being cast as profiteering villains, unsympathetic to the needs of their customers.”
On Thursday, The Wall Street Journal reported that the Biden administration will use an executive order and urge the Federal Maritime Commission “to confront consolidation and perceived anticompetitive pricing” in ocean shipping.
According to Stifel analyst Ben Nolan, “From our perspective … ocean shipping pricing has been consistent with overall market supply dynamics. Furthermore, virtually all large container shipping companies are not U.S. domiciled, listed, etc., so there is very little influence that could be brought to bear.”

However, Nolan warned, “Despite no meaningful means of intervention, we do expect the risk of increased regulatory oversight to be negative for container-shipping equities.”
https://www.freightwaves.com/news/container-lines-are-set-to-topple-quarterly-profit-records-again

102EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Jul 16, 2021 11:36 pm

Bakkabwoi


Manager - Equity Analytics
Manager - Equity Analytics
@cseguide wrote:"1 Million EXPO shares are crossing at 54.90. This is another good sign.
CROSSINGS 16.07.2021 :
EXPOLANKA   1,000,000 x   54.90 =   54,900,000.00"

yes this is a very good sign of its future. Definitely this share has the potential of passing RS. 65 with quarterly results. As I predicted my earlier post Expo will be the highest market capitalized share in Cse one day.


one of the local HNWI bought it.. its a super good sign..also i have heard expo has made 6.5bil profit for coming quarter (no admin costs)... all in all we are looking at a possibly 60+ week cheers

cseguide, EPS, Beta1 and ADVENTUS like this post

103EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Jul 17, 2021 4:03 pm

Gowri123


Senior Equity Analytic
Senior Equity Analytic
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Img-2011

EPS, Beta1 and ADVENTUS like this post

104EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Jul 17, 2021 6:00 pm

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
No surprise about the target when such a business fortune changed over

EPS and Beta1 like this post

105EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Jul 17, 2021 6:41 pm

cseguide


Vice President - Equity Analytics
Vice President - Equity Analytics
@Captain wrote:No surprise about the target when such a business fortune changed over

yes we discussed it here and in separate post.
https://www.srilankachronicle.com/t60340-multibagger-stocks-by-2022-march-31st#392984

EPS likes this post

106EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Jul 17, 2021 6:55 pm

dayandacool

dayandacool
Moderator
Moderator
@Gowri123 wrote:EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Img-2011

Even though I am very much bullish on Expo, Shares don't always trade at their fair value. Very Happy

107EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Jul 17, 2021 7:27 pm

Hope123


Manager - Equity Analytics
Manager - Equity Analytics
Shouldn't it be needed more volumes such as 30-40M to be traded to go to the next price level?

EPS and ADVENTUS like this post

108EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Jul 17, 2021 9:36 pm

EPS

EPS
Expert
Expert
@EPS wrote:Expolanka Annual Report has been uploaded to CSE now. 

https://cdn.cse.lk/cmt/upload_report_file/1066_1623665617514.pdf

Long term investors should carefully study this, because many key points of their success and many arears which they expecting to grow, have disclosed in several pages.

Specially have to refer Group CEO's statement on page number 15, 16 and 17 and highlights the future promising of the company.

GROUP CEO’S REVIEW
Dear Stakeholder It has been a momentous and memorable year for the Expo Group. Demonstrating its true grit, determination, and a dare to do spirit the Group delivered outstanding results during the last financial year. This achievement is a realisation of our consistent, continuous strategy which we put into place in 2017 to grow EFL, our logistics business particularly in our core markets, where over the past three years, we have pursued a holistic and unified approach which enabled us to deepen our penetration in our focused operations. The strategy that we adopted has enabled the company to transform itself into a leading player in the global logistics sphere and these results we see today are an outcome of the culmination of the diligent, hard work and efforts that have been put in over the last several years. Group Results The Group posted a record revenue of Rs. 218.7Bn (YoY 112%) driven by the logistics sector. Guided by our proactive strategies on procurement & efficiencies, the Group was able to successfully navigate through challenging market conditions and deliver a Gross Profit of Rs. 38.4Bn (YoY 100%). The hallmark of our performance during the year was our constant attention to meeting customer demands, working closely with our partners, optimising our cash flows which enabled us to deliver a PAT of Rs. 14.8Bn. Business Review Having made a quantum leap to expand beyond our roots as a subcontinent-based freight operator, our rapid global expansion over the past three years, has propelled EFL to the forefront of the global logistics arena. It is therefore with deep sense of accomplishment that I acknowledge that EFL is now recognised among the upper echelons of the logistics industry in the world. That being said, I am confident that it was our continuous investments into building our organisational infrastructure by strengthening our global sales teams, consolidating and growing our network origins to enhance global visibility of our brand, refining our procurement strategy while developing the spirit of our employees, has given EFL an edge over competitors. A cohesive effort spanning the entire organisation, including dynamic .

strategies by origin stations to ensure service delivery to customers in the most efficient manner complemented the initiatives led by the sales and procurement teams. It is also very encouraging to see EFL benefiting from increased wallet share from several of its key customers. This I believe is a reflection of the close customer relationships built over the years as well as the steadfast commitment shown by EFL to support its customers to overcome the pandemic related constraints. An indication of the continued progress of our business was reflected in the volumes generated during the last quarter of the year, where our overall volumes for the 4th quarter surpassed the volumes reported in the same quarter of previous financial year. From a trade lane perspective, the US trade lane operation remained the most active during the period under review contributing a significant share of our overall business operation. Our persistent and relentless endeavor to grow this trade lane through investments that we had made in the past is well reflected in the results that we see today. Being well placed in this market also enabled us to move with relative ease to accelerate new customer acquisition strategies as well as to make steady progress in capturing new customers across various verticals. Complementing on the above strengths, we also made a conscious effort to grow our Far East business, which saw established markets such as China, Vietnam, Indonesia and Cambodia surge ahead with strong growth and new markets such as Malaysia and Taiwan displaying positive momentum. I am also pleased to note that our traditionally strong Indian subcontinent market performed exceptionally well, a further reflection of our strategic attention. Despite the pandemic environment, the European Trade lane made satisfactory progress, particularly with our traditional businesses. Initial investments into Denmark and Belgium performed creditably during this period. We have long term aspirations in growing this market, which we feel will be a critical component of success in the future. The Intra Asia trade lane operations were somewhat muted during the year,understandably so given the reduced trade flows within the region. Nonetheless, we are very optimistic on the prospects of trade within this region. While remaining agile and flexible, and adjusting our business operations and business model to meet the challenges of global disruptions to supply chain and staying true to our customer centric approach, allowed EFL to seamlessly pivot to opportunities available in the market. Furthermore, we were also able to leverage our relationships built over the last several years with carrier networks. These relationships which we had developed overtime along with constant engagement, careful planning, collaborative efforts supported by a data driven approach enabled us to secure capacity efficiently and optimise our procurement costs in challenging conditions. Meanwhile, focused efforts to broad base the carrier networks paved the way for EFL to augment its customer offerings through more flexible, bespoke solutions to meet customer demands. The Ocean Freight market too remained very dynamic and was impacted by container shortages and port congestions resulting in relatively higher rates. Despite lower capacity and higher rates, here too EFL was able to tap into its long term carrier partnerships, supported by proactive procurement strategies, to maintain a healthy profitability during the year. While efforts to pursue organic growth in key stronghold markets delivered excellent results and helped EFL to significantly improve its captive market share, we also capitalised on the opportunity to diversify into new verticals in order to drive revenue growth and boost profits. The decision to diversify into selected verticals, forms part of a broader portfolio expansion strategy that we initiated in 2017 with the aim of enhancing EFL’s industry presence across key business operations. Having already made some notable progress in the past, we were able to further accelerate our portfolio diversification strategy during the year owing to the reputation that EFL had built as a trusted, dependable forwarder and also the capability to service its customers efficiently inspite of the pandemic environment. I am pleased to note that EFL was able to make sustained progress and gain a firm foothold in the Tech, Perishable, Pharma, Automobile verticals. EFL’s multi origin network in 29 countries across the globe, once again made all the difference in facilitating these efforts. At the same time, we were able to secure several bulk shipments of PPE cargo and medical supplies mainly from EFL’s origin stations in the Far East. Another area that we focused on quite actively during this past year, was technology adoption to retrofit our front end customer interfaces to bring more end to end visibility to the customer and also standardise backend systems across the network. Determined to move ahead with our digital agenda as planned, we pushed through with the continued developments of our ERP platform across the network which was completed via a highly successful virtual roll out covering all EFL stations globally. With the infrastructure in place, EFL now has a solid foundation to provide a premier customer experience that includes integrated solutions coupled with increased visibility through the customers’ entire transaction journey with EFL from shipment quote to delivery. This past year has brought out the very best in our people. I am especially proud of how our employees around the world worked tirelessly to ensure that our operations continue to function, even amidst pandemic related limitations. The spirit and determination shown by each and every employee is, I believe a true manifestation of what Expo Group stands for; our values; the dedication to excellence, the willingness to innovate and our commitment to uphold stakeholder interest.. This show of strength and resilience has made it clear that we are indeed “one team pursuing one dream”. Even as we prioritise the expansion of EFL’s global operations, sustainability remains a key strategic element in our overall growth agenda. We consider sustainability as an extension of our business and as such strive to holistically embed sustainability concepts into our operational framework. To make this a reality, our sustainability strategy encompasses a broad range of stakeholders our business partners (customers & suppliers), our valued employees the environment we operate in and the community. Working closely with our stakeholders we aim to better align our goals to take cognizance of the key environmental and social issues we all are faced with. Taking a significant step to advance its sustainability footprint, EFL in 2020 made a commitment to implement green logistics to offset carbon emissions from its freight operations. We made good on this commitment in 2020 by supporting a renewable energy project in India which enabled us to neutralise carbon emissions pertaining to shipments of our top 10 customers. I am encouraged by how well our leisure sector has navigated its way through a very challenging year for the industry. Taking a longer term perspective, the sector adopted a more holistic approach by realigning its service portfolio and reorganising itself in order to transition into a more efficient, and leaner organisation. The business continued to prioritise the needs of customers above all else and true to its innovative nature, developed several new services & travel solutions to meet the needs of the hour. Past investments in digital technology has without a doubt been a significant advantage in creating solutions geared towards travel during a pandemic environment. Not content with these measures alone, we also ventured into domestic tourism quite aggressively in the year under review. This was a timely move that delivered some very encouraging outcomes that helped Classic Travel to tide over the difficult times. The sector had to undertake certain resizing initiatives, which were undertaken in a streamlined and responsible manner to safeguard the interests of all stakeholders. Our efforts to remain resilient in the face of the pandemic, were recognised publicly, with Classic Travel being awarded the Restart Resilience Award under the Service Sector Large Category at the SLIM Brand Excellence Awards 2020. Our investment sector businesses reported a satisfactory performance for the year under review amidst mixed results from the export businesses. Our IT solutions business ITX 360 made significant progress to deliver an outstanding results for the FY 2020/21 I would also like to point out that the constant support and guidance given by our parent company gave us a lot of confidence to move forward fearlessly with vigor and precision. By being able to access funds in an efficient and effective manner to fund our growth initiatives, we were able to further strengthen the Group’s balance sheet. Future Direction All in all this past year has been remarkable in many ways. It has been a year of solid growth, where we saw the results of our sustained strategy over the past few years coming into fruition. The outstanding financial performance gives me reason to believe that the Investments and strategies adopted during the last several years along with our ability to demonstrate our strengths as a trusted, reliable and dependable logistics partner during the current year, has laid the foundation for the company to further expedite its growth initiatives into the future which will be holistically supported by Financial Capital, Human Capital and our strong technology platform. This gives me reason to be very excited for the future and growth of our Group in the future. For EFL, the main focus in the next few years would be to firm up its presence across all its global stations and expand its footprint. In this regard, we expect to adopt a multipronged strategy to grow the customer base and increase captive market share. We expect our decision to move into the USA domestic logistics area will also give us the necessary leverage to position EFL as an end to end solution based supply Chain Company in North America. Going forward, we will also pursue several initiatives to grow our reach in the European market. EFL will look to leverage its strong brand presence, market acceptance and network operations to pursue potential opportunities in this market as it continues to recover. As always we will continue to work towards building on EFL’s stronghold markets in Asia, while keeping a keen eye on emerging opportunities that complement EFL’s strategic objectives. I expect our focus on digital technology adoption to also gather momentum as EFL strives to position itself as a key partner across all major global supply chain networks. As Sri Lanka’s travel industry moves towards greater consolidation with smaller players exiting the market over the longer term, I believe it will open up opportunities for larger players to gain captive market share in the future. Classic Travels will continue to focus on maintaining the highest standards of customer service and build on its core strength of being the most reliable travel partner in the industry. This is only the start of our journey, and I sincerely believe that the Expo Group has much more to achieve over the next several years as we surge ahead with our growth plans. We will continue on our growth journey focusing on developing our infrastructure, further strengthening our competencies, expanding into new markets, deploying our technology competencies, attracting the right resources across to the organisation, all with the aim of delivering strong, sustainable returns to all our stakeholders Appreciations At the onset, I would like to extend a warm welcome to Mr. Hitoshi Kanahori, our new Chairman and my fellow Board Members, Mr. Ha Yo and Mr. Akira Oyama. I would also like to place on record my sincere appreciation to Mr. Naosuke Kawasaki, Mr. Motonori Matsuzono and Mr. Yoshifumi Matsubara who resigned from the board with effect 30th June 2020. They were part of the board since 2014 who greatly assisted and supported our growth journey. I like to thank the Board for their insight vision, and leadership to enable the Expo Group deliver its best ever performance to date in the midst of a pandemic Let me also take this opportunity to thank all our leadership teams and our employees around the world who have worked tirelessly under difficult conditions with sincerity dedication and commitment. I am immensely proud of the way in which you have risen to the challenge to do what is needed to support your respective companies in these unprecedented circumstances. I am equally grateful for the ongoing support received from our customers, business partners and shareholders. This past year has only served to strengthen our ties which I hope will pave the way for us to work together to meet our stakeholder commitments whilst always being cognizant of the environmental and social responsibility.
Executive Director and Group CEO

Why Capital Trust is now forecasting EXPO's fair value as Rs.125, even more than the (almost double) Asia Securities forecast of Rs.65.
Simple answer is given in EXPO's Annual Report CEO's statement. read carefully its Business Expansions, steps for sustainability and future growth in many countries. Now we cannot simply ignore this company.

https://www.youtube.com/watch?v=EZa2Au3FXuw

Capital Trust research team is now forecasting EXPO to trade at 10 PE and mostly they will deliver at least 2.5 - 3.0 Earnings per share in coming year. 

Also, as at today Freight market rates are peak and gone skyrocket, simply you can see the reality in below link.

https://www.freightwaves.com/news/fbx-report-july-16-2021

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 7_16_21_FBXD-Semi-Monthly_bc_FBX-ignore

ONTHEMONEY, cseguide, Captain, ADVENTUS, Nandun, mah2903, Gowri123 and Dilshan2020 like this post

109EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Jul 19, 2021 9:32 pm

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
this thread shouldnt be sleepy on a day like this.. Very Happy

https://twitter.com/amila_dr/status/1417143782395371523?s=19


drop a vote on your averages for expo !~ thanks

110EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Jul 19, 2021 9:46 pm

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Considering the traded qty. today arround 40 Mn. tommorow reach of 70 could be possible with high target of every one has

ONTHEMONEY, Cma, ADVENTUS, Bakkabwoi and Dilshan2020 like this post

111EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Jul 19, 2021 9:58 pm

ONTHEMONEY


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

INVESTORS should remember that EXPO is company EXPLOITED COVID19 led opportunities massively and diversified the BUSINESS in to several GROWTH sectors like electronics, automotive parts, garments, etc. 

Irrespective of C19 or NOT, EXPO is a SUPER NORMAL STOCK exploring global business opportunities better than any CO. in CSE. So, if C19 it’s extremely favorable for EXPO in coming quarters together with all other business sectors contributing to GROW PROFITS.

Additionally, US RETAIL SALES have increased in June 2021 as per latest data which means a GROWTH in LOGISTICS. Carefully read the below information published in Wall Street Journal.

https://www.wsj.com/articles/us-economy-june-2021-retail-sales-11626391633

Therefore, with increased NEW DIVERSIFIED BUSINESS, INCREASED FREIGHT RATES and INCREASED RETAIL SALES in USA which contributes 61% of the REVENUE, the expectations for EXPO PAT for QUARTER ENDING JUNE 2021 should be a minimum of Rs 7.0Bn~Rs 8.0Bn. For me it will be an EARNINGS SURPRISE 


Good Luck 

Note - NOT a BUY|SELL or HOLD RECOMMENDATION

Captain, EPS, samaritan, Cma, dayandacool, abey, ADVENTUS and like this post

112EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Jul 21, 2021 4:57 pm

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Whatsa25

EPS, samaritan, geesura and Chathur like this post

113EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Jul 21, 2021 9:54 pm

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Don and Don holding is that ishara Nayanakkara's fund
Is that true or I got know that from reliable source.

114EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Jul 21, 2021 11:21 pm

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
@Captain wrote:Don and Don holding is that ishara Nayanakkara's fund
Is that true or I got know that from reliable source.

yes

Captain likes this post

115EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 6:20 am

Captain


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@Bakkabwoi wrote:
@Captain wrote:Don and Don holding is that ishara Nayanakkara's fund
Is that true or I got know that from reliable source.

yes
Lot of funds are entered to this within the price level of 50 to 65 which means this would be the time for expo to go for next level.......

EPS and Bakkabwoi like this post

116EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 10:16 am

samaritan


Moderator
Moderator
To me EXPO is like the Eagle and critics of EXPO are like the ravens & crows.


EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 64e76e0705d3839d66acc0a08b0f8250


_________________




The biggest risk in life is not taking any risk at all.

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117EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 10:33 am

Bakkabwoi

Bakkabwoi
Manager - Equity Analytics
Manager - Equity Analytics
Don and Don will sell only at 75+ we can make sure prices will move furhter up!

Captain and EPS like this post

118EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 3:39 pm

EPS

EPS
Expert
Expert
@Captain wrote:
@Bakkabwoi wrote:
@Captain wrote:Don and Don holding is that ishara Nayanakkara's fund
Is that true or I got know that from reliable source.

yes
Lot of funds are entered to this within the price level of 50 to 65 which means this would be the time for expo to go for next level.......

Once funds/institutions/companies are identify its value, they entering at right time. Hope further many more entries will come including Foreign.
see below institutional entries during last few months, the list recently saw in SM.
Sri Lanka Insurance Life Fund, ARRC Capital, Almas Organization, Don & Don Holding, JN Lanka Holding Company Pvt Ltd, Hiline Trading, Capital Trust Holding, Hotel International, Hiline Towers, Ambeon Holding, Sri Lanka Insurance General Fund, Deutsche Bank AG AS Trustee to Capital Alliance Quan.Equity Fund, Mellon Bank N.A Acadian Frontier Markets Equity Fund, Code-Gen International, Capital Trust Properties, Voice of Asia Network, Finance Land and General Pvt Ltd, Deutsche Bank AG National Equity Fund, Macksons Holdings, Just in time Holdings Ltd, Pinnacle Trust Ltd.

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119EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 4:09 pm

arun.cse


Manager - Equity Analytics
Manager - Equity Analytics
better exit 70-75 levels

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120EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 5:41 pm

samaritan


Moderator
Moderator
Clarifications on the reasons to upgrade EXPO's Fair Value to Rs 125/= by Capital Trust.


https://twitter.com/CapitalTrustRe/status/1418048394690383875/photo/1


Some who sold based on the TP issued by Capital Trust in March'21 may re-enter. GL


_________________




The biggest risk in life is not taking any risk at all.

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121EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 6:18 pm

Wickyz


Manager - Equity Analytics
Manager - Equity Analytics
Lol trust

122EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 6:19 pm

Wickyz


Manager - Equity Analytics
Manager - Equity Analytics

123EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Jul 22, 2021 11:10 pm

Chathur


Senior Equity Analytic
Senior Equity Analytic
Continious Foreign Buying and Crossings for EXPO.. good things continue

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124EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Jul 23, 2021 7:25 am

EPS

EPS
Expert
Expert
https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry

World Container Index - 22 Jul

Drewry’s composite World Container index increased 1% or $103 to $8,985.83 per 40ft container.

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 WCI-Chart_2021-07-22
[size=14]Drewry World Container Index
[/size]

Our detailed assessment for Thursday, 22 July 2021


  • The composite index increased 1% or $103 this week, and also, remains 349% higher than a year ago.
  • The average composite index of the WCI, assessed by Drewry for year-to-date, is $5,979 per 40ft container, which is $3,877 higher than the five-year average of $2,073 per 40ft container.
  • Drewry’s composite World Container index increased marginally by 1% or $103 to reach $8,985.83 per 40ft container, which is 349% higher than the same week in 2020. Freight rates from New York to Rotterdam grew 6% or $73 to $1,258 per 40ft container. Spot rates on Shanghai to Los Angeles increased 2% or $220 and reached $9,953 for a 40ft box. Similarly, rates on Los Angeles – Shanghai soared 2% to $1,394 per feu. Likewise, spot rates on Shanghai to Rotterdam and Shanghai to Genoa increased 1% or $112 and $88 to stand at $13,066 and $12,773 per 40ft container respectively. However, freight rates on Rotterdam to Shanghai, Shanghai to New York and New York to Rotterdam remain stable at previous weeks level. Drewry expects rates to increase further in the coming weeks but at a slower pace.


[size=21]Spot freight rates by major route

Our assessment across eight major East-West trades:

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 WCI-Table_2021-07-22
Source: Drewry Supply Chain Advisors[/size]

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125EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Jul 25, 2021 6:38 pm

Mr. X

Mr. X
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Any price prediction for EXPO  tomorrow ??? and this week ???

126EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Jul 26, 2021 8:51 am

Value Pick


Manager - Equity Analytics
Manager - Equity Analytics
@Mr. X wrote:Any price prediction for EXPO  tomorrow ??? and this week ???
No of crossings & daily volumes suggest that EXPO has the capacity to go towards Rs80 - Rs85 range.

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127EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Aug 02, 2021 1:16 pm

EPS

EPS
Expert
Expert
Today EXPO reached another milestone 70 +
Also, another two research reports from Asia + CT.
Asia recommends Target Price as Rs.81 & BUY.
CT maintain fair value as Rs.125.

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128EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Aug 02, 2021 3:33 pm

EPS

EPS
Expert
Expert
Further,
Freight Index is continuously increasing even in July'21. 
Might be Q2 results can be improve more better.....

https://www.drewry.co.uk/supply-chain-advisors/supply-chain-expertise/world-container-index-assessed-by-drewry
 
World Container Index - 29 Jul

Drewry’s composite World Container index increased 4% or $344 to $9,330.28 per 40ft container.

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 WCI-Chart_2021-07-29
[size=14]Drewry World Container Index
[/size]

Our detailed assessment for Thursday, 29 July 2021


  • The composite index increased 4% or $344 this week, and also, remains 368% higher than a year ago.
  • The average composite index of the WCI, assessed by Drewry for year-to-date, is $6,090 per 40ft container, which is $3,957 higher than the five-year average of $2,133 per 40ft container.
  • Drewry’s composite World Container index increased by 4% or $344 to reach $9,330.28 per 40ft container, which is 368% higher than the same week in 2020. Freight rates from Shanghai to New York soared 13% or $1,562 to reach $13,434 per 40ft container, a change of 300% Y-o-Y. Spot rates on Shanghai to Los Angeles increased 6% or $550 to $10,503 for a 40ft box. Similarly, rates on Rotterdam to New York grew 5% to $5,624 per feu. Freight rates on Shanghai to Genoa and New York to Rotterdam remain stable at previous weeks level. Drewry expects rates to increase further in the coming weeks.


[size=21]Spot freight rates by major route

Our assessment across eight major East-West trades:

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 WCI-Table_2021-07-29 [/size]
Source: Drewry Supply Chain Advisors

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129EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Aug 02, 2021 8:22 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics
EXPO is a 100+ share and you have to understand the business model of EXPO and believe it, It will do the rest for you. Not a buy hold recommendation.

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130EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 5 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Mon Aug 02, 2021 11:49 pm

ONTHEMONEY


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

I sense strong BULL pressure in EXPO as the way it broke Rs 60 and continued CONSOLIDATED BULL pressure breaking Rs 70/- with substantial volumes.

The POSITIVE INVESTORS SENTIMENTS in EXPO just before 1Q22 Financials, which passed a STRONG HINT about the improved RESULTS in EXPO. On top of these, Valuations wise, EXPOs TTM EPS of Rs 9.9 which seems to be very pessimistic considering the last Q EPS of Ra 3.22. If TTM EPSxMarket PE, EXPO should trade Rs 103~108/-

Good Luck

NOTE - not a BUY or SELL RECOMMENDATION. Make your Buy or Sell decision based on own risk/return appetite

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