EXPOLANKA HOLDINGS PLC (EXPO.N0000)

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.

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

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

What's left for Expo to explore is "Space Logistics"!

Mithooshan wrote:Tomorrow 100+

From beggar to Millionaire

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

Mithooshan wrote:#Salute for Captain !

He is sure a hero.

EPS wrote:@ ON THE MONEY,

Just only strong hint about the 2Q22 performance on Logistic sector companies all over the world.

https://www.freightwaves.com/news/maersk-posts-blockbuster-q2-results-and-q3-looks-even-better



World Logistic leader "MAERSK" are now early predicting their Q3 as further stronger results.
"Maersk posts blockbuster Q2 results — and Q3 looks even better"

So, we cannot simply ignore the EXPO.

# EXPO's Larger Income generates thru USA based operations
# USD currency against the LKR is now massively depreciating, so their will be larger Exchange gains to their P&L
# Key another China Port has now lockdown and expecting further shipping backlogs/shortages and therefore Freight Rate will further increases
# Because of the Year ending Festival season/Christmas season many goods are now early schedule to reach from China/Asia to USA/EUROPE. So, additional income will helps to further improve Q3

EXPO is now promote to 2nd largest Market Capitalization in CSE.
Also, EXPO is largest earnings (6 Bn) reported company in last quarter in CSE. 
EXPO is now number one.
I believe further more will come and expecting 25 - 30 Bn earnings from 2021/22.
I also, revalue EXPO as minimum of 12.5 EPS x 10 PER = Rs.125 plus range.

Captain wrote:EXPO market cap. 195 Bn and biggest companies LOLC 225 Bn.
If capital trust fair value comes into reality expo may be the biggest company in Sri Lanka.

cseguide wrote:

Captain wrote:EXPO market cap. 195 Bn and biggest companies LOLC 225 Bn.
If capital trust fair value comes into reality expo may be the biggest company in Sri Lanka.

yes This is correct if you check some past threats I have expressed  this few times, no matter EXPO will the largest company in Sri Lanka. The only matter with us is  the exact timing. Some time it will be quicker than we all think.

Harry82 wrote:this is the time to exit and buy fundamentally strong shares like MEST , LMF , BANKS, LFIN, VFIn, CFIN APLA

samaritan wrote:The market is expected to witness a surge in inflow of funds locally owing to the following reasons.


Prevailing extremely low interest rates.


Depreciating SLR




So, what's attractive about EXPO?


Global Logistics network of the Company.

Steady growth in Earnings with potential for dramatic increase in earnings.


Logistics conglomerate's rapid global expansion in a high growth sector backed by a solid parent Company.


Earnings in Dollars.


Regarding TP, it will far exceed expectations for sure!

Captain wrote:EXPO.N since it is not a manipulation and there is unknown traders and profit takers also there. When buyer going to buy always try to collect strategically. When panic sellers with lock down news and traders and unconfident investor will sale this. But remember always there is high Net Worth investors keep already and collect daily expo.n

Remember next phase for expo would be Rs. 120.

ONTHEMONEY wrote:

Captain wrote:EXPO.N since it is not a manipulation and there is unknown traders and profit takers also there. When buyer going to buy always try to collect strategically. When panic sellers with lock down news and traders and unconfident investor will sale this. But remember always there is high Net Worth investors keep already and collect daily expo.n

Remember next phase for expo would be Rs. 120.

Hi Captain,

Day traders, swing traders, investors all is there in market!

If we analyze today’s volumes, I have noticed something special. Today’s & yesterday’s high is Rs 100/- but EXPO was HEAVILY COLLECTED @ Rs 95~95.10(more than 4Mn shares). What’s special is, a TRADER sold above Rs 98 in yesterday or today would have NOT BUY below Rs 92 at least to make a trading gain. This means, FRESH INVESTORS ENTERED around Rs 95 or above

A total of 47Mn shares have been traded since yesterday above Rs 90/- which extremely healthy volumes. I agree with your perceptive about next stop with solid CONSOLIDATION in Rs 90~100 braket 

Good Luck

cseguide wrote:

ONTHEMONEY wrote:

Captain wrote:EXPO.N since it is not a manipulation and there is unknown traders and profit takers also there. When buyer going to buy always try to collect strategically. When panic sellers with lock down news and traders and unconfident investor will sale this. But remember always there is high Net Worth investors keep already and collect daily expo.n

Remember next phase for expo would be Rs. 120.

Hi Captain,

Day traders, swing traders, investors all is there in market!

If we analyze today’s volumes, I have noticed something special. Today’s & yesterday’s high is Rs 100/- but EXPO was HEAVILY COLLECTED @ Rs 95~95.10(more than 4Mn shares). What’s special is, a TRADER sold above Rs 98 in yesterday or today would have NOT BUY below Rs 92 at least to make a trading gain. This means, FRESH INVESTORS ENTERED around Rs 95 or above

A total of 47Mn shares have been traded since yesterday above Rs 90/- which extremely healthy volumes. I agree with your perceptive about next stop with solid CONSOLIDATION in Rs 90~100 braket 

Good Luck

yes, any share won't run continuously. Expo need to rest some time before next run.