EXPOLANKA HOLDINGS PLC (EXPO.N0000)

Mithooshan · **176** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 8:29 am

Mithooshan

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Hi friends,

As i have mentioned before Expo is a gem but timing of purchase is also important. Best time to purchase had aleady passed at 40+ and early 50's.

I would say if there is any one eyeing to buy now, be patient till it goes through a correction. It might even touch Rs.90 and then consolidate there in the price range of Rs.85 to Rs.90 but better to buy then knowing the price has settled.

Humble opinion. The potentiol to touch 100 as many know already is on the cards with a question of when.

In the end it is about risks and rewards. Think wisely because many including me would not eye to buy now but would have purchased before last week, now waiting for the share to realize its potential.

Captain · **177** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 8:41 am

Captain

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Considering the PE Expo is still low levels compare with other countries similar shares

Mithooshan · **178** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 8:55 am

Mithooshan

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Captain wrote:Considering the PE Expo is still low levels compare with other countries similar shares

Yeah, but sellers will come in after somepoint for any share to realize their profits. Before going to the next milestone.

Let's see knowing Expo, it is difficult to predict prices most of the times. Have to read the market time to time and redo the strategy.

That is the best way one can win the market.

Being responsive to market and willing to change decisions time to time.

Simple.

Captain · **179** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 9:03 am

Captain

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Look the thing happen in last week from panic sellings buyer got a good chance and yesterday came back with massive qty. Good share is always is good share patient only reqd here

Mithooshan · **180** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 9:08 am

Mithooshan

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Captain wrote:Look the thing happen in last week from panic sellings buyer got a good chance and yesterday came back with massive qty. Good share is always is good share patient only reqd here

In the overall context of a stock. There is no good or bad share.

It is knowing when to buy and knowing when to sell. If you can read the situation you can milk money from any share.

The thing is you should know you are the key here. Your ability, experience and knowlege.

One should never depend on any share and speculate. You will limit your ability to make money.

samaritan · **181** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 11:37 am

samaritan

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Captain wrote:Look the thing happen in last week from panic sellings buyer got a good chance and yesterday came back with massive qty. Good share is always is good share patient only reqd here

This is a (100 + X) share. X depends on PER, and even if applying 50% of our regional peer exchanges PE, the value is unimaginable. King Lanka! GL

Last edited by samaritan on Tue Aug 10, 2021 12:27 pm; edited 1 time in total

Captain · **182** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 11:45 am

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Don't sell this buyer is on this 100+ possible with every prospects

ONTHEMONEY · **183** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 11:45 pm

ONTHEMONEY

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Hi all,

https://www.nytimes.com/2021/08/10/us/politics/infrastructure-bill-passes.html

Now how about this?? $1 TRILLION FISCAL SPENDING approved in USA. It’s HUGE

EXPO will have a VERY BRIGHT FUTURE ahead having 63%< of business in USA.

On top of the above, EXPO’s TTM EPS Rs 9.9 & FTM EPS is 12.8. Revenue TRIPPLED YoY to Rs 95Bn for 1Q22

All facts positive for EXPO now

1. Consistent FIN. PERFORMANCE
2. Resurge C19 globally
3. LKR/USD depreciation
4. Market Expansion & M&A
5. 92%+ PROFITS, NOT from SL. EXPO operates in 30 countries which diversifies operational risk in prevailing C19 spread
6. $1 TRILLION FISCAL SPENDING approved in USA resulting increased demand for consumer goods which generates demand for logistics supplies

Good Luck

EPS · **184** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Aug 11, 2021 6:56 am

Maersk Q2 2021 key performance indicators:

Mithooshan · **185** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Aug 12, 2021 1:49 pm

Mithooshan

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Now this might be a good consolidating phase.

Just wanted to inform if anyone interested.

Trade with caution.

Bakkabwoi · **186** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Aug 12, 2021 3:21 pm

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EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 8 2021-010

yes its consolidated all the weak hands were shaken off.. tomorrow it will start going towards next level... possibly will touch 87 and above... onnly hope is people wont do the covid drama again.. SM is full of assholes.. who try to use covid for their gains!

Captain · **187** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Thu Aug 12, 2021 3:25 pm

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https://www.ft.com/content/841871a7-3dce-421b-909c-ddbefbdbceab

Mithooshan · **188** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Aug 13, 2021 7:37 am

Mithooshan

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Did an analysis on Expo.

Total free float 324 million.

HMWI hold 85 Million as of 30th June 2021 (Subject to change QoQ)

Remaining free flot 239Mn.
Source - https://cdn.cse.lk/cmt/upload_report...7615485682.pdf

Traded above Rs.75 around 117Mn since August 5th
Source - https://m.investing.com/equities/exp...istorical-data

good consolidation of Expo at current level.

Try to buy below 80 if it comes down and wait a week or so.

Expo looking good. Was out of market a while so was unable to give any update lately.

Also with an Quarterly EPS of 3.2 and business expansion Expo involved we might be looking here at an Annual EPS of 12+ Rs.

If this happens Expo might reach Rs.150 guys.

Better to work with data we have so buying at these levels is better. Safe estimate is Annual EPS of Rs.10 and a target price of 100 to avoid any burn in CSE market.

To have that safe Rs.20 to Rs.25 gain better buy around Rs.75 to Rs.80.

Trade with caution. Good luck.

DimuthuKW · **189** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Fri Aug 13, 2021 10:11 am

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Hi Guys,

Just follow the below link for the Market Update of EFL as of 12 August. There is no change in the conditions from the previous months and it could surely push EXPO to record another amazing Quarter ahead. The same is quite evident when you see the consolidation prices and overall price behaviour.

https://drive.google.com/file/d/1ioQoI3mlsRXZl2QnYNvEB1wGZf0nVKen/view?usp=sharing
I have extracted the below from the report for your quick reference. This is applicable for almost all the markets that EXPO/EFL has their presence.

Air Freight Situation: The market is in peak and space is very tight
Air Freight Rate Changes: There is a large increase in rates
Backlog or Congestion Affecting Air Shipments: There is heavy backlog or congestion affecting shipment

Cheers

Gowri123 · **190** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Aug 14, 2021 3:24 pm

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EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 8 20210810

EXPOLANKA HOLDINGS PLC (EXPO.N0000) - Page 8 Img-2012

cseguide · **191** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sat Aug 14, 2021 5:56 pm

cseguide

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Gowri123 wrote:

Good times ahead for EXPO. We saw healthy collection of EXPO last Friday.

Captain · **192** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Aug 15, 2021 8:05 am

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Yes. EXPO having highly potential to get EPS over Rs 4 or profit Exceeding 8 Bn or may be over 9 Bn if rate trend could be continue up to september.
Do your own analysis and invest.

cseguide · **193** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Aug 15, 2021 1:45 pm

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yes true.

95% income coming from outside Sri Lanka

100% droller earnings

positive effect with corona. Fright rates jumped 250% up

More than 6 billion profit generating just for single quarter. Coming quarters it will exceed further
EXPO is the safest investment at percent. (against rupee depreciation and inflation)
keeping money in Banks is not good in inflationary environment like this. Today I went to food city white sugar 1 kg is 153 Rs. So all goods prices sky rocketing , to protect our money from inflation the best way to invest in sound shares with future growth.

Mithooshan · **194** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Aug 15, 2021 3:40 pm

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cseguide wrote:yes true.

95% income coming from outside Sri Lanka

100% droller earnings
positive effect with corona. Fright rates jumped 250% up
More than 6 billion profit generating just for single quarter. Coming quarters it will exceed further
EXPO is the safest investment at percent. (against rupee depreciation and inflation)
keeping money in Banks is not good in inflationary environment like this. Today I went to food city white sugar 1 kg is 153 Rs. So all goods prices sky rocketing , to protect our money from inflation the best way to invest in sound shares with future growth.

Can't believe the % increase of frieght rates. Recently my father wanted to do some work and seems like cost of the product is much less than cost of freight.

I could not believe my ears when i heard the price they charge. It is only surprising if they don't make big profits.

Captain · **195** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Sun Aug 15, 2021 4:17 pm

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

mah2903 · **196** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 17, 2021 1:12 pm

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Guys

Massive collection is going on, this is the only share that is not affect substantially, when the market is unfavorable. Getting ready for the next move toward 100.

Not a buy or sell advice

Cheers alien

Captain · **197** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 17, 2021 1:18 pm

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mah2903 wrote:Guys

Massive collection is going on, this is the only share that is not affect substantially, when the market is unfavorable. Getting ready for the next move toward 100.

Not a buy or sell advice

Cheers

Shiping and freight rates are increased with rush market

Mithooshan · **198** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 17, 2021 3:40 pm

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Mithooshan wrote:Now this might be a good consolidating phase.

Just wanted to inform if anyone interested.

Trade with caution.

Got it correct this time !!

Dilip · **199** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 17, 2021 6:28 pm

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Mithooshan wrote:

Mithooshan wrote:Now this might be a good consolidating phase.

Just wanted to inform if anyone interested.

Trade with caution.

Got it correct this time !!

This consolidating phase has been going on for some time.

Captain · **200** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 17, 2021 6:43 pm

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As per my analysis when compare with other countries expo.n is the most under value share still. Most of the countries freight companies already had get ovet 10 PE. but expo still to go there.
for me up to Rs.120 Expo is fair value for any investor under growing market condition like this only the confusion having with investors is covid. But Expo may be will further go up with confident investor sentiments.

Mithooshan · **201** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 17, 2021 7:04 pm

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Captain wrote:As per my analysis when compare with other countries expo.n is the most under value share still. Most of the countries freight companies already had get ovet 10 PE. but expo still to go there.
for me up to Rs.120 Expo is fair value for any investor under growing market condition like this only the confusion having with investors is covid. But Expo may be will further go up with confident investor sentiments.

My risk free TP is same. But again buy when market is down, as i have mentioned in an earlier post.

Next Quarter EPS of 3.50 taking first half to 6.77. Second half 6.

Total EPS 12.77. PE 10. RS.120.

ONTHEMONEY · **202** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 17, 2021 7:28 pm

ONTHEMONEY

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Hi all,

EXPO’s TTM EPS Rs 9.9 & FTM EPS is 12.8. Revenue TRIPPLED YoY to Rs 95Bn for 1Q22

All facts positive for EXPO direction towards NORTH

1. Consistent FIN. PERFORMANCE
2. Resurge C19 globally
3. LKR/USD depreciation
4. Market Expansion & M&A
5. 92%+ PROFITS, NOT from SL
6. $1 TRILLION US FISCAL BILL approved

Even if you analyze using TTM basis or FTM basis, EXPO is not trading @ real values. Having said that, investors should assess the 2Q21/22 financials for a rich picture about GROWTH POTENTIAL of EXPO. Many have missed the real returns of EXPO since it started trying to do TRADING and SELLING at certain intervals believing EXPO has reached it’s potential

Good Luck

Mithooshan · **203** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Aug 18, 2021 7:26 am

Mithooshan

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ONTHEMONEY wrote:Hi all,

EXPO’s TTM EPS Rs 9.9 & FTM EPS is 12.8. Revenue TRIPPLED YoY to Rs 95Bn for 1Q22

All facts positive for EXPO direction towards NORTH

1. Consistent FIN. PERFORMANCE
2. Resurge C19 globally
3. LKR/USD depreciation
4. Market Expansion & M&A
5. 92%+ PROFITS, NOT from SL
6. $1 TRILLION US FISCAL BILL approved

Even if you analyze using TTM basis or FTM basis, EXPO is not trading @ real values. Having said that, investors should assess the 2Q21/22 financials for a rich picture about GROWTH POTENTIAL of EXPO. Many have missed the real returns of EXPO since it started trying to do TRADING and SELLING at certain intervals believing EXPO has reached it’s potential

Good Luck

Dollar is 205 now i believe. And freight rates have increased by 250% in July. JKSB research indicates US clients are expected to continue to replenish their stocks during the second quarter and first half.

My assessment is better than first quarter results in second quarter.

and second half to be lesser than the first of total unless no reduction in orders or order expansion from recently expanded locations.

I am not against day trading since i myself have traded using credit (Not the investment) at regular intervals. O hope the one who buys and sells knows what is doing.

Captain · **204** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Aug 18, 2021 12:19 pm

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It is nearly there for three figure, this the share for this decade from one figure to three figure with out any manipulation. With pure financial based

mah2903 · **205** Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Aug 18, 2021 12:31 pm

mah2903

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I learned and gained lot from this share. I never made loss from this share. I entered to buy this share when it was 2.50 in May 2020. I am still buying even I bought today. Lot of friends gave positive information and data. Thank you all. I have more trust on this company, its next target is 130 for Q2 result. Holding

Cheers alien

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EXPOLANKA HOLDINGS PLC (EXPO.N0000)

176 Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 8:29 am

Mithooshan

177 Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 8:41 am

Captain

178 Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 8:55 am

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179 Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 9:03 am

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182 Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Tue Aug 10, 2021 11:45 am

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184 Re: EXPOLANKA HOLDINGS PLC (EXPO.N0000) Wed Aug 11, 2021 6:56 am

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