EXPOLANKA HOLDINGS PLC (EXPO.N0000)

EPS wrote:Today 17 Mn shares traded above the 32/-
This is good sign and the foreign attraction too...

Happy Trading

subash81 wrote:EXPO 35-40 within next few days

snipo wrote:

subash81 wrote:EXPO 35-40 within next few days

Any reason why apart from quarterly results?

abey wrote:short term 35

Kipling wrote:Abey 
I have heard from a good source 60 by March DecQ report.
Possible???

snipo wrote:

subash81 wrote:EXPO 35-40 within next few days

Any reason why apart from quarterly results?

Kipling wrote:Subash 
As I was discussing with Abey do you think Expo will pass 60 once DecQ out.

Kipling wrote:Subash 
As I was discussing with Abey do you think Expo will pass 60 once DecQ out.

abey wrote:good profit, good management [mother company],foreign buying                                                          3rd quarter result-40-45   4th quarter 45-55

Captain wrote:https://efl.global/news/news-details-78.php

Read this, will have insight there

Value Pick wrote:

Captain wrote:https://efl.global/news/news-details-78.php

Read this, will have insight there

EXPO will explode during next week

ONTHEMONEY wrote:Hi All,
 
Thought of giving my opinion on EXPO with the published results with info I gathered from my research avenues; will start off with the below summary on results with last years data points.

Year	Profit	EPS	Dividend Payout
2021 1H	6299	3.21
2021 Q2	4545	2.32
2021 Q1	1754	0.89
2020	-438	Negative	No Dividends
2019	1909	0.741	20%
2018	962	0.364	41%
2017	1229	0.488	31%
2016	1446	0.57	21%
2015	1047	0.868	38%

 
While most of above are self-explanatory let me give my perspective on what we can expect in coming quarters;
 
SCENARIO I - HIGHLY PESIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  1.16 (25% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 4.37
Estimated Market value = 43.7 (Market of 10x Multiplier)
 
SCENARIO II - REALISITIC VIEW
 
1H EPS -  3.21
2H EPS -  2.32 (50% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 5.53
Estimated Market value = 55.3 (Market of 10x Multiplier)

SCENARIO III - HIGHLY OPTIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  3.48 (75% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 6.69
Estimated Market value = 66.9 (Market of 10x Multiplier)
 
Notes (As at 09.11.2020)
Current Market P/E  = 10.36
Sector P/E                  =  46

In depth evaluation of the Financial Performance in 2Q20

How will EXPO maintain/ increase the same Q2 profits; If you analyze the data well, you will understand the reduction in the total reported volumes (SGH info) vs Q1 ( Drop of 35%) while an significant increase in profits. 

How is this possible in a scenario where comparative C19 impact was lesser compared to Q1? My hypothesis is the stabilization of their general business along with a partial support from PPE transportation which should be less than Q1. Which gives an indication on how they are no more only a company which depends only in PPE transportation. This also revalidates with the use of significantly higher number of charter flights to transport a significantly lesser volume vs Q1 (25% more). 

My takeout completely will be a continuation of EXPOs strength on their ability and agility to deliver business requirements with a larger number of charter flights will deliver even higher EPS in coming quarters with a help of an increased PPE transportation with the current C19 development vs Q2.          
 
This pushes me to put my expectation towards a SCENARIO I - HIGHLY PESIMISTIC as the minimum to be on the safe side. However, valuations can be reassessed with 3Q20 earnings which I will still keep my hopes towards the SCENARIO II - REALISTIC VIEW; with a Dividend expectation of Rupees 1.80~2 with company’s historical dividend payout ratio. (Average 30%)
 
PS : For all the critics who still wants to check only the NAV, my submission is to check global giants like Amazon, Uber and even most of the established companies who works on a no | minimum Fixed assets policy to have the advantage on flexibility | agility to market volatilities.
 
For those who think of Expo as a COVID stock, I think we need to move away from that assumption. Although Expo benefited from C19, Q2 results clearly indicate they are not dependent on corona. They used COVID to fundamentally change the company. Everyone in the forwarding industry now know of Expo as a logistics powerhouse in Asia. I believe it will remain that way even after COVID ends
 
Note - Not a BUY or SELL Recommendation; Just sharing my views only. Please read more about the company in depth and take your positions taking calculated risk as EXPO reached many heights from very low levels.

Good Luck

ONTHEMONEY wrote:Hi All,
 
Thought of giving my opinion on EXPO with the published results with info I gathered from my research avenues; will start off with the below summary on results with last years data points.

Year	Profit	EPS	Dividend Payout
2021 1H	6299	3.21
2021 Q2	4545	2.32
2021 Q1	1754	0.89
2020	-438	Negative	No Dividends
2019	1909	0.741	20%
2018	962	0.364	41%
2017	1229	0.488	31%
2016	1446	0.57	21%
2015	1047	0.868	38%

 
While most of above are self-explanatory let me give my perspective on what we can expect in coming quarters;
 
SCENARIO I - HIGHLY PESIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  1.16 (25% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 4.37
Estimated Market value = 43.7 (Market of 10x Multiplier)
 
SCENARIO II - REALISITIC VIEW
 
1H EPS -  3.21
2H EPS -  2.32 (50% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 5.53
Estimated Market value = 55.3 (Market of 10x Multiplier)

SCENARIO III - HIGHLY OPTIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  3.48 (75% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 6.69
Estimated Market value = 66.9 (Market of 10x Multiplier)
 
Notes (As at 09.11.2020)
Current Market P/E  = 10.36
Sector P/E                  =  46

In depth evaluation of the Financial Performance in 2Q20

How will EXPO maintain/ increase the same Q2 profits; If you analyze the data well, you will understand the reduction in the total reported volumes (SGH info) vs Q1 ( Drop of 35%) while an significant increase in profits. 

How is this possible in a scenario where comparative C19 impact was lesser compared to Q1? My hypothesis is the stabilization of their general business along with a partial support from PPE transportation which should be less than Q1. Which gives an indication on how they are no more only a company which depends only in PPE transportation. This also revalidates with the use of significantly higher number of charter flights to transport a significantly lesser volume vs Q1 (25% more). 

My takeout completely will be a continuation of EXPOs strength on their ability and agility to deliver business requirements with a larger number of charter flights will deliver even higher EPS in coming quarters with a help of an increased PPE transportation with the current C19 development vs Q2.          
 
This pushes me to put my expectation towards a SCENARIO I - HIGHLY PESIMISTIC as the minimum to be on the safe side. However, valuations can be reassessed with 3Q20 earnings which I will still keep my hopes towards the SCENARIO II - REALISTIC VIEW; with a Dividend expectation of Rupees 1.80~2 with company’s historical dividend payout ratio. (Average 30%)
 
PS : For all the critics who still wants to check only the NAV, my submission is to check global giants like Amazon, Uber and even most of the established companies who works on a no | minimum Fixed assets policy to have the advantage on flexibility | agility to market volatilities.
 
For those who think of Expo as a COVID stock, I think we need to move away from that assumption. Although Expo benefited from C19, Q2 results clearly indicate they are not dependent on corona. They used COVID to fundamentally change the company. Everyone in the forwarding industry now know of Expo as a logistics powerhouse in Asia. I believe it will remain that way even after COVID ends
 
Note - Not a BUY or SELL Recommendation; Just sharing my views only. Please read more about the company in depth and take your positions taking calculated risk as EXPO reached many heights from very low levels.

Good Luck

thankrishan wrote:Profits will be up.

ONTHEMONEY wrote:

ONTHEMONEY wrote:Hi All,
 
Thought of giving my opinion on EXPO with the published results with info I gathered from my research avenues; will start off with the below summary on results with last years data points.

Year	Profit	EPS	Dividend Payout
2021 1H	6299	3.21
2021 Q2	4545	2.32
2021 Q1	1754	0.89
2020	-438	Negative	No Dividends
2019	1909	0.741	20%
2018	962	0.364	41%
2017	1229	0.488	31%
2016	1446	0.57	21%
2015	1047	0.868	38%

 
While most of above are self-explanatory let me give my perspective on what we can expect in coming quarters;
 
SCENARIO I - HIGHLY PESIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  1.16 (25% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 4.37
Estimated Market value = 43.7 (Market of 10x Multiplier)
 
SCENARIO II - REALISITIC VIEW
 
1H EPS -  3.21
2H EPS -  2.32 (50% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 5.53
Estimated Market value = 55.3 (Market of 10x Multiplier)

SCENARIO III - HIGHLY OPTIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  3.48 (75% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 6.69
Estimated Market value = 66.9 (Market of 10x Multiplier)
 
Notes (As at 09.11.2020)
Current Market P/E  = 10.36
Sector P/E                  =  46

In depth evaluation of the Financial Performance in 2Q20

How will EXPO maintain/ increase the same Q2 profits; If you analyze the data well, you will understand the reduction in the total reported volumes (SGH info) vs Q1 ( Drop of 35%) while an significant increase in profits. 

How is this possible in a scenario where comparative C19 impact was lesser compared to Q1? My hypothesis is the stabilization of their general business along with a partial support from PPE transportation which should be less than Q1. Which gives an indication on how they are no more only a company which depends only in PPE transportation. This also revalidates with the use of significantly higher number of charter flights to transport a significantly lesser volume vs Q1 (25% more). 

My takeout completely will be a continuation of EXPOs strength on their ability and agility to deliver business requirements with a larger number of charter flights will deliver even higher EPS in coming quarters with a help of an increased PPE transportation with the current C19 development vs Q2.          
 
This pushes me to put my expectation towards a SCENARIO I - HIGHLY PESIMISTIC as the minimum to be on the safe side. However, valuations can be reassessed with 3Q20 earnings which I will still keep my hopes towards the SCENARIO II - REALISTIC VIEW; with a Dividend expectation of Rupees 1.80~2 with company’s historical dividend payout ratio. (Average 30%)
 
PS : For all the critics who still wants to check only the NAV, my submission is to check global giants like Amazon, Uber and even most of the established companies who works on a no | minimum Fixed assets policy to have the advantage on flexibility | agility to market volatilities.
 
For those who think of Expo as a COVID stock, I think we need to move away from that assumption. Although Expo benefited from C19, Q2 results clearly indicate they are not dependent on corona. They used COVID to fundamentally change the company. Everyone in the forwarding industry now know of Expo as a logistics powerhouse in Asia. I believe it will remain that way even after COVID ends
 
Note - Not a BUY or SELL Recommendation; Just sharing my views only. Please read more about the company in depth and take your positions taking calculated risk as EXPO reached many heights from very low levels.

Good Luck

Hi all,

I sense strong BULL pressure in EXPO as the way it broke Rs 30 and continued CONSOLIDATED BULL pressure during last week.

The POSITIVE INVESTORS SENTIMENTS in EXPO just before 3Q21 Financials, which passes a STRONG HINT about the improved RESULTS in EXPO. On top of these, I feel the hefty EPS DISCOUNTED by 75% seems to be very pessimistic and I personally believe Rs 55/- noted below with the computation looks REALISTIC

Good Luck

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

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

EPS wrote:

ONTHEMONEY wrote:

ONTHEMONEY wrote:Hi All,
 
Thought of giving my opinion on EXPO with the published results with info I gathered from my research avenues; will start off with the below summary on results with last years data points.

Year	Profit	EPS	Dividend Payout
2021 1H	6299	3.21
2021 Q2	4545	2.32
2021 Q1	1754	0.89
2020	-438	Negative	No Dividends
2019	1909	0.741	20%
2018	962	0.364	41%
2017	1229	0.488	31%
2016	1446	0.57	21%
2015	1047	0.868	38%

 
While most of above are self-explanatory let me give my perspective on what we can expect in coming quarters;
 
SCENARIO I - HIGHLY PESIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  1.16 (25% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 4.37
Estimated Market value = 43.7 (Market of 10x Multiplier)
 
SCENARIO II - REALISITIC VIEW
 
1H EPS -  3.21
2H EPS -  2.32 (50% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 5.53
Estimated Market value = 55.3 (Market of 10x Multiplier)

SCENARIO III - HIGHLY OPTIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  3.48 (75% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 6.69
Estimated Market value = 66.9 (Market of 10x Multiplier)
 
Notes (As at 09.11.2020)
Current Market P/E  = 10.36
Sector P/E                  =  46

In depth evaluation of the Financial Performance in 2Q20

How will EXPO maintain/ increase the same Q2 profits; If you analyze the data well, you will understand the reduction in the total reported volumes (SGH info) vs Q1 ( Drop of 35%) while an significant increase in profits. 

How is this possible in a scenario where comparative C19 impact was lesser compared to Q1? My hypothesis is the stabilization of their general business along with a partial support from PPE transportation which should be less than Q1. Which gives an indication on how they are no more only a company which depends only in PPE transportation. This also revalidates with the use of significantly higher number of charter flights to transport a significantly lesser volume vs Q1 (25% more). 

My takeout completely will be a continuation of EXPOs strength on their ability and agility to deliver business requirements with a larger number of charter flights will deliver even higher EPS in coming quarters with a help of an increased PPE transportation with the current C19 development vs Q2.          
 
This pushes me to put my expectation towards a SCENARIO I - HIGHLY PESIMISTIC as the minimum to be on the safe side. However, valuations can be reassessed with 3Q20 earnings which I will still keep my hopes towards the SCENARIO II - REALISTIC VIEW; with a Dividend expectation of Rupees 1.80~2 with company’s historical dividend payout ratio. (Average 30%)
 
PS : For all the critics who still wants to check only the NAV, my submission is to check global giants like Amazon, Uber and even most of the established companies who works on a no | minimum Fixed assets policy to have the advantage on flexibility | agility to market volatilities.
 
For those who think of Expo as a COVID stock, I think we need to move away from that assumption. Although Expo benefited from C19, Q2 results clearly indicate they are not dependent on corona. They used COVID to fundamentally change the company. Everyone in the forwarding industry now know of Expo as a logistics powerhouse in Asia. I believe it will remain that way even after COVID ends
 
Note - Not a BUY or SELL Recommendation; Just sharing my views only. Please read more about the company in depth and take your positions taking calculated risk as EXPO reached many heights from very low levels.

Good Luck

Hi all,

I sense strong BULL pressure in EXPO as the way it broke Rs 30 and continued CONSOLIDATED BULL pressure during last week.

The POSITIVE INVESTORS SENTIMENTS in EXPO just before 3Q21 Financials, which passes a STRONG HINT about the improved RESULTS in EXPO. On top of these, I feel the hefty EPS DISCOUNTED by 75% seems to be very pessimistic and I personally believe Rs 55/- noted below with the computation looks REALISTIC

Good Luck

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

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

Reality will be the scenario 111 or above.
2H profitability will be more than 1H.
2H freight rates are increased massively and Considering ongoing rates, EXPO will earn minimum 4 EPS for 2H.
Waiting Q3 and mostly it can be Rs.3 minimum.
So, my valuation says,
Annualized 7.5 EPS x 8 PER = Rs.60/-

Happy Trading....

ONTHEMONEY wrote:

ONTHEMONEY wrote:Hi All,
 
Thought of giving my opinion on EXPO with the published results with info I gathered from my research avenues; will start off with the below summary on results with last years data points.

Year	Profit	EPS	Dividend Payout
2021 1H	6299	3.21
2021 Q2	4545	2.32
2021 Q1	1754	0.89
2020	-438	Negative	No Dividends
2019	1909	0.741	20%
2018	962	0.364	41%
2017	1229	0.488	31%
2016	1446	0.57	21%
2015	1047	0.868	38%

 
While most of above are self-explanatory let me give my perspective on what we can expect in coming quarters;
 
SCENARIO I - HIGHLY PESIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  1.16 (25% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 4.37
Estimated Market value = 43.7 (Market of 10x Multiplier)
 
SCENARIO II - REALISITIC VIEW
 
1H EPS -  3.21
2H EPS -  2.32 (50% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 5.53
Estimated Market value = 55.3 (Market of 10x Multiplier)

SCENARIO III - HIGHLY OPTIMISTIC VIEW
 
1H EPS -  3.21
2H EPS -  3.48 (75% of Q2 EPS delivery in coming two quarters considering on a conservative model)
 
Total estimated EPS = 6.69
Estimated Market value = 66.9 (Market of 10x Multiplier)
 
Notes (As at 09.11.2020)
Current Market P/E  = 10.36
Sector P/E                  =  46

In depth evaluation of the Financial Performance in 2Q20

How will EXPO maintain/ increase the same Q2 profits; If you analyze the data well, you will understand the reduction in the total reported volumes (SGH info) vs Q1 ( Drop of 35%) while an significant increase in profits. 

How is this possible in a scenario where comparative C19 impact was lesser compared to Q1? My hypothesis is the stabilization of their general business along with a partial support from PPE transportation which should be less than Q1. Which gives an indication on how they are no more only a company which depends only in PPE transportation. This also revalidates with the use of significantly higher number of charter flights to transport a significantly lesser volume vs Q1 (25% more). 

My takeout completely will be a continuation of EXPOs strength on their ability and agility to deliver business requirements with a larger number of charter flights will deliver even higher EPS in coming quarters with a help of an increased PPE transportation with the current C19 development vs Q2.          
 
This pushes me to put my expectation towards a SCENARIO I - HIGHLY PESIMISTIC as the minimum to be on the safe side. However, valuations can be reassessed with 3Q20 earnings which I will still keep my hopes towards the SCENARIO II - REALISTIC VIEW; with a Dividend expectation of Rupees 1.80~2 with company’s historical dividend payout ratio. (Average 30%)
 
PS : For all the critics who still wants to check only the NAV, my submission is to check global giants like Amazon, Uber and even most of the established companies who works on a no | minimum Fixed assets policy to have the advantage on flexibility | agility to market volatilities.
 
For those who think of Expo as a COVID stock, I think we need to move away from that assumption. Although Expo benefited from C19, Q2 results clearly indicate they are not dependent on corona. They used COVID to fundamentally change the company. Everyone in the forwarding industry now know of Expo as a logistics powerhouse in Asia. I believe it will remain that way even after COVID ends
 
Note - Not a BUY or SELL Recommendation; Just sharing my views only. Please read more about the company in depth and take your positions taking calculated risk as EXPO reached many heights from very low levels.

Good Luck

Hi all,

I sense strong BULL pressure in EXPO as the way it broke Rs 30 and continued CONSOLIDATED BULL pressure during last week.

The POSITIVE INVESTORS SENTIMENTS in EXPO just before 3Q21 Financials, which passes a STRONG HINT about the improved RESULTS in EXPO. On top of these, I feel the hefty EPS DISCOUNTED by 75% seems to be very pessimistic and I personally believe Rs 55/- noted below with the computation looks REALISTIC

Good Luck

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

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