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EXPOLANKA HOLDINGS PLC (EXPO.N0000)

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251EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 7:34 pm

Meashed


Stock Analytic
Stock Analytic

Expo will hit this range.. panic investors who exit with loss or marginal profits will loose the opportunity.


quote="subash81"]Yes just panicking and selling all good shares 

EXPO - Worth over 40/50
DIPD - Vaccine will not be ready before end of 2021 
HAYL - After super result 
HAYC - Noissue from vaccine and huge demand [/quote]

252EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 7:53 pm

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Meashed wrote:Expo will hit this range.. panic investors who exit with loss or marginal profits will loose the opportunity.


quote="subash81"]Yes just panicking and selling all good shares 

EXPO - Worth over 40/50
DIPD - Vaccine will not be ready before end of 2021 
HAYL - After super result 
HAYC - Noissue from vaccine and huge demand 
[/quote]

Watch today news. Foreign experts and SL doctors say vaccine will not arrive here even in mid 2021.Its undergoing final trial so far. Long way to go. Many med companies seems to in unethical race for vaccine. Very bad their motive. They want to claim monopoly. True commitment for innocent people not visible.

253EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 8:25 pm

LEO55


Stock Analytic
Stock Analytic

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Vaccin10

Dilip


Senior Equity Analytic
Senior Equity Analytic

As per Health Secretary Matt Hancock,
'The bulk of the rollout of a vaccine was always expected to be in the first part of 2021, (bbc.com/news/uk)

255EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 8:35 pm

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

So far Pfizer and BioNTech have reported no serious safety concerns from their vaccine. Before running the current large-scale study, the companies ran smaller clinical trials starting in May that were specifically designed to detect warning signs about the vaccine’s safety. They tried out four versions of their vaccine and selected the one that produced the fewest cases of mild and moderate side effects, such as fever and fatigue.

If their vaccine receives an emergency authorization from the F.D.A. and gets distributed to millions of people, the Centers for Disease Control and the F.D.A. will monitor them to make sure there’s no evidence of even rarer safety issues.Participants in the trial will also be monitored for two years.

-Newyork Times
Last updated 6 hours ago

256EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 8:35 pm

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

So far Pfizer and BioNTech have reported no serious safety concerns from their vaccine. Before running the current large-scale study, the companies ran smaller clinical trials starting in May that were specifically designed to detect warning signs about the vaccine’s safety. They tried out four versions of their vaccine and selected the one that produced the fewest cases of mild and moderate side effects, such as fever and fatigue.

If their vaccine receives an emergency authorization from the F.D.A. and gets distributed to millions of people, the Centers for Disease Control and the F.D.A. will monitor them to make sure there’s no evidence of even rarer safety issues.Participants in the trial will also be monitored for two years.

-Newyork Times
Last updated 6 hours ago

257EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 8:43 pm

Captain


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Expo price always depends on your behaviour

judecroos likes this post

258EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 8:49 pm

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

https://www.theequitycheck.com/filedata/fetch?id=42956&d=1605102607


As per Expo presentation, 70% revenue from Non-PPE under logistics Sector. When i spoke to an employee of Expo he told me that can expect at least 10% growth from last quarter earnings moving forward. Now i understand why. New customers !

EPS, samaritan and Vishwanarth like this post

259EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 9:28 pm

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Mithooshan wrote:https://www.theequitycheck.com/filedata/fetch?id=42956&d=1605102607


As per Expo presentation, 70% revenue from Non-PPE under logistics Sector. When i spoke to an employee of Expo he told me that can expect at least 10% growth from last quarter earnings moving forward. Now i understand why. New customers !

These kind of shares proven that old stock valuation methods in capital markets has now become obsolete.

samaritan likes this post

260EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Nov 11, 2020 9:34 pm

Beta1

Beta1
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 20201110
70% of DP came from regular business not from PPE
Good  sign for future growth

261EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 12:34 am

jason12


Senior Equity Analytic
Senior Equity Analytic

https://www.youtube.com/watch?v=z7cUm2CQmWY



Q:Realistically how soon could we be seen the vaccine available for general public?


the video starts from time: 2:39 mins


Answer: Probably for the general population,summer (June, July, August) or Fall (September, October, November) fall of 2021

judecroos and Vishwanarth like this post

262EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 1:16 pm

Value Pick


Manager - Equity Analytics
Manager - Equity Analytics

Super recovery. EXPO will break all time price in near future once again.

nish84 and Vishwanarth like this post

263EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 1:22 pm

nish84


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

EXPO  Arrow Arrow Arrow Arrow bounce

264EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 1:42 pm

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Bulk Buying went at 26 and 26.10

nish84 likes this post

265EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 1:44 pm

judecroos


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

jason12 wrote:https://www.youtube.com/watch?v=z7cUm2CQmWY



Q:Realistically how soon could we be seen the vaccine available for general public?


the video starts from time: 2:39 mins


Answer: Probably for the general population,summer (June, July, August) or Fall (September, October, November) fall of 2021
To Sri Lanka it will come after 2021 I think, Because of SL politicians everything comes low quality and with big commisions to those who handle this sector. This people never never thought about the TAX PAYERS.

266EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 1:54 pm

Vishwanarth


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

It seems huge rivalry among Vaccine companies. Some of them are doing unethical earning with giving untimely Vaccine news where vaccine didn't have completed essential testing levels. There are minimum surveillance and critical observation time for each medicine regarding Side Effects factor. Such observation time frame cannot be disregard whatever circumstances.

267EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 9:05 pm

Hope123


Manager - Equity Analytics
Manager - Equity Analytics

Due to the EXPO's higher "beta" its behave as per ASI fluctuations. So the day the market starting to go green or the bullish, EXPO will show the colours. Who knows, sometimes it might be tomorrow.

268EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 9:22 pm

Captain


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

As per my view expo might get a rest here before get next journey.

RJ1010 likes this post

269EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 10:07 pm

Hope123


Manager - Equity Analytics
Manager - Equity Analytics

Captain wrote:As per my view expo might get a rest here before get next journey.


If ASI behave in this manner i agree with you Captain. If not EXPO would go along with ASI.

270EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 10:14 pm

Value Pick


Manager - Equity Analytics
Manager - Equity Analytics

Hope123 wrote:
Captain wrote:As per my view expo might get a rest here before get next journey.


If ASI behave in this manner i agree with you Captain. If not EXPO would go along with ASI.

I’m expecting an upward movement for EXPO from tomorrow onwards

271EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 10:16 pm

DKbogols


Manager - Equity Analytics
Manager - Equity Analytics

I think Expo profit taking is coming to a gradual end. Only after this round of selling finishes the price will stabilize. It remains massively undervalued with heaps of potential. 

FY21 we can expect a minimum of Rs5/- EPS and at 8x PE, this should be trading well above Rs. 40/-. In fact, my belief is that EPS will be around Rs. 6/- and the counter should trade around 10x PE. This gives a target price of Rs. 60/- (6-12 months) along with a highly probable, handsome dividend. So the upside is 150%+ to current prices. It’s matter of time when people realize this, not if.

This is not a buy or sell recommendation.

Vishwanarth likes this post

272EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 11:06 pm

nish84


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Don’t worry tomorrow 27

273EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 11:15 pm

RJ1010


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

Ok thank you 😄

geesura likes this post

274EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Expo performance Thu Nov 12, 2020 11:32 pm

sharlinr1


Stock Trader

Hi everyone, does anyone have an idea why EXP had a bad 2019 but doing so well in 2020 as per their interim report comparison? Understandably exports are up but why such a bad 2019(if I read their report correctly)

275EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Nov 12, 2020 11:49 pm

RJ1010


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

https://www.echelon.lk/expolankas-trial-by-pandemic/

This was due to several reasons, muted trade growth during the height of the China-US trade tensions, losses from its travel agency Classic Travel, legal costs from a dispute with a competitor in the US, and heavy investments in digital technology.

Their asset light model really kicked into gear with the pandemic situation

sharlinr1 likes this post

276EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Nov 13, 2020 12:20 am

sharlinr1


Stock Trader



This was due to several reasons, muted trade growth during the height of the China-US trade tensions, losses from its travel agency Classic Travel, legal costs from a dispute with a competitor in the US, and heavy investments in digital technology.

Their asset light model really kicked into gear with the pandemic situation [/quote]

Thanks so much, very insightful. Looks like sunshine all the way then for ExpoLanka this year and next, with Biden coming in too Smile

277EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Nov 13, 2020 7:18 am

Captain


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

When having sellings it is dificult to run a share and collectors any way will still on this bz this share having still further spaces to grow and net profit margin still arround below 10% and with annualised EPS around Rs.9/-.

278EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Nov 13, 2020 8:39 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Clearly there is a lot of selling at current levels (Rs25/Rs.26) due to profit taking. I don’t blame the sellers if they are booking profits.
They recognized the potential of the share invested when others doubted it and now selling at Rs.25 and above with buyers willing to pay such high prices for this share.

With an EPS of Rs.3.21 for first half, constituting 70% of logistics revenue from Non-PPE for the second quarter, Expo clearly is growing as well as establishing themselves in the Market. (Key Player)

Psychologically it might have to break the resistance at Rs.30. Hence, the journey from current levels to breaking Rs.30 might be a slow one.

But, Once resistance is broken, and people with power get to know the results before they were out. Price will hike.

As retail investors we should also learn to know when to book profits before a correction happens in any share. I rather leave it to be decided by the gentlemen in the forum.

People who purchased at an EPS of Rs.0.89 might have had the news that second quarter performance is awesome with estimated figures close to accurate.

I don’t think otherwise they would have bought Expo at above Rs.16-20 before the reports. Same thing might happen in third quarter as well.

Many who criticized the Expo prices when it was at Rs.9/13/17 (I do not want to disclose those Smart members’ name) back then stating Q1’s first quarter was one off (Rs.0.89) should learn to investigate the performance and future growth of the company before stating their opinions like Pro. Where do they going to keep their words with a reported earning of 2.31 for the second quarter.

They come here again to state Rs.25 is high and they will continue to do so at Rs.30/35.

What i do is, talk to resource people and exactly understand what is happening in the company to understand the future performance. From what i have been told, there is nothing to worry. Performance will continue.

But you should rely on your own research not mine or not the “nay sayers”.

Try to understand who wants to genuinely help you and who wants to just show that they are right, just to prove that they are smart at the expense of your money.

For me @Winwin @Captain @dayandacool @samaritan @geesura @judecroos @Eranga87 are few whom i have felt Honestly want to help.

@Teller is a senior member whom i respect. Many a times his predictions have come true.

It is important to shine light to these people who genuinely want to help.

My sincere apologies for other members whom i might have missed to mention by name. Definitely there are many others who want to do just the same, but I don’t recall to include here. 🙏🏾

Good Luck ! 🍀

Bonus - My picks (I do hold three of them)

EXPO
DIPD
RCL
LWL
TKYO
HAYC
HAYL
VLL
LLUB
VPEL
LVEF
ACL
GLAS

harshana4, samaritan, OPG, RJ1010, Win Win, geesura, Mr. X and Chamal A like this post

279EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Nov 13, 2020 9:06 am

Kipling


Expert
Expert

Mith 
How about me😢
I always give my sincere take if able to.

Mithooshan likes this post

280EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 11 Empty Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Nov 13, 2020 9:27 am

Mithooshan


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

I am extremely sorry @Kipling. Forgot to mention your name. Sincere Apologies 🙏🏾

Didn’t mean to offend you 😬🙂

Win Win likes this post

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