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FINANCIAL CHRONICLE™ » CORPORATE CHRONICLE™ » HAYLEYS PLC (HAYL.N0000)

HAYLEYS PLC (HAYL.N0000)

+3
lion
Great1
Basu
7 posters

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1HAYLEYS PLC (HAYL.N0000) Empty HAYLEYS PLC (HAYL.N0000) Thu Sep 09, 2021 10:25 pm

Basu


Senior Equity Analytic
Senior Equity Analytic

Hi Guess 

Please advice

2HAYLEYS PLC (HAYL.N0000) Empty HAYLEYS PLC (HAYL.N0000) Thu Sep 09, 2021 11:04 pm

Basu


Senior Equity Analytic
Senior Equity Analytic

Basu wrote:Hi Guess 

Please advice
 What are you thinking about 

HAYLEYS PLC

3HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Fri Sep 10, 2021 6:07 am

Great1


Manager - Equity Analytics
Manager - Equity Analytics

> 45% return in ST

Their logistic business records >1,300% contribution with massive profits from DIPD, MGT, HEXP, KVAL, TPL, HAYC, Agriculture, Consumer... More expansions and Acquisitions will be taken place.....


Not a BSH recommendation

4HAYLEYS PLC (HAYL.N0000) Empty HAYLEYS PLC (HAYL.N0000) Fri Sep 10, 2021 10:58 am

Basu


Senior Equity Analytic
Senior Equity Analytic

Great1 wrote:> 45% return in ST

Their logistic business records >1,300% contribution with massive profits from DIPD, MGT, HEXP, KVAL, TPL, HAYC, Agriculture, Consumer... More expansions and Acquisitions will be taken place.....


Not a BSH recommendation
 Thanks for your interpretation. There for most proper thing is buy the HAYL know.

5HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Thu Dec 16, 2021 7:36 am

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Very less appreciations in market price, But Many favorables for Hayleys !!

Observing, HAYL is following EXPO type aggressive business model.. 
My EPS target for HAYL GROUP is Rs.18 for 2021/22 with acquisitions / expansions.


Hope achievement of Rs.202 - Rs.210 range with current business and market trends

Biggy likes this post

6HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Thu Dec 16, 2021 11:02 am

lion


Manager - Equity Analytics
Manager - Equity Analytics

2021 EPS will be at least 14. With trailing PE of 10, Share should trade atleast 140 above

Biggy likes this post

7HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Fri Dec 24, 2021 9:39 am

apple


Senior Equity Analytic
Senior Equity Analytic

For HAYL 126/- seems to be the bottom..
Target 200 ++ by Feb'22..

Biggy likes this post

8HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Wed Dec 29, 2021 12:38 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Keep a Great Portfolio

BIL
HAYL
REXP
WATA / NAMU
SCAP
TILE

9HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Wed Dec 29, 2021 7:06 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Today again Highest Net Foreign Inflow is for HAYL !!

Keep remembering the target Rs.202 at current $ Rate

Realistic is $ will go above Rs.230 and calculate Target Price with $$$$$$$

apple likes this post

10HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Thu Dec 30, 2021 12:14 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Saw HBS Foreign Inflows,, Great return

Again we can see foreign inflows continuously to HAYL

Fueling HAYL to pass Rs.150  Basketball Basketball and target of Rs.200

apple and Biggy like this post

11HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Thu Dec 30, 2021 5:42 pm

apple


Senior Equity Analytic
Senior Equity Analytic

Several HNWIs entered for HAYL @ 125/-


https://www.ft.lk/front-page/Finco-exits-from-Hayleys-at-hefty-profit-HNWIs-enter/44-727713#.YbvkEa21KyM.twitter

12HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Thu Jan 06, 2022 6:17 am

apple


Senior Equity Analytic
Senior Equity Analytic

With Yesterday’s price movement, HAYL breakout was confirmed…
Initial target is around 175/-

13HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Sat Jan 15, 2022 3:26 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Great1 wrote:Keep a Great Portfolio

BIL
HAYL
REXP
WATA / NAMU
SCAP
TILE
All counters give best returns future also!!

In very Short term,

HAYL / WATA / SCAP are good. 

HNWI are loading their portfolios specially HAYL on pending Macro adjustments. HAYL can show a run like  NAMU / EXPO after few days.. My target price for Short term is Rs.210 - Rs.225. HAYL is investing more money in Local & foreign expansions and entrance for new businesses at final stages. 
Advantis records a wonderful return in Q3. They had expanded their coverage and enjoy a massive profit margins. Profitability of clients has gone up significantly with price increases of their services. Noted >50% price increase most of times and HAYLEYS achieves real gain like gain grabbed by EXPO on logistic business in Q3. Personally believe it should be >= Rs.9Bn profit only from ADVANTIS. All other subsidiary groups are performing well. DIPD came back in picture with new operations and favourable price adjustments on Omicron variant. Again DIPD is returning EUROPEAN REGION BENEFITS which achieved less in Q1 & Q2. HAYC is managing Raw material Prices and it can record an increase of profit in Q4 compare to QOQ. MGT & ALUM contribute over 200% this time to HAYL profit when see past results. Plantations record their best results specially KVAL in past 5 years. Singer share price increase gave their business progress. This time SINGER records highest profit per quarter under Hayleys. Consumer & retail products give more fuel with higher profit margins. 

WATA will reach Rs.250 easily with higher prices and they will declare another good dividend. Keep secure real investment for 3 months. 4 for 1 WATA share can be splitted around Rs.300 Level in mid of Feb 21. Price after the split should be around Rs.90.

SCAP will give a decent return in very short term. I forecasted it can give 100% return minimum.

mah2903 and apple like this post

14HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Sun Jan 16, 2022 1:46 pm

mah2903


Equity Analytic
Equity Analytic

I agreed with most of the points Hats off to your wisdom. let us wait and see in three months.

apple likes this post

15HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Mon Jan 24, 2022 12:21 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Super Collection !!

Indicates a solid run !!

16HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Mon Jan 24, 2022 1:41 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Keep a seat in HAYL journey.. All business sectors are being running with energization for Historical results!!

HAYL can follow EXPO type rally.

apple likes this post

17HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Mon Jan 24, 2022 7:57 pm

apple


Senior Equity Analytic
Senior Equity Analytic

HAYL run is very much overdue..
Fair value is way above 200/- 
All the factors are positive for HAYL for a huge uptrend..🚀🚀

18HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Sat Feb 05, 2022 1:02 pm

EPS

EPS
Expert
Expert

We should keep attention with HAYLEYS, because this is one of the strongest counter in CSE and currently looks performing really well with their diversify portfolio in many sectors. 

Specially their Logistic/Shipping/Transportation/Freight/Air Lines sector having larger market share within Sri Lanka and it can generate additional Earnings like EXPO. 

Also with the picking of tourism/hotel industry, they will have further benefited from its Hotel sector.

Currently, Tea and Rubber prices are in peak and Plantation sector also can improve heavily.

CMP = 133.50
NAV = 69.39
Last FY ended 31.03.2021 EPS = 10.18
06 months ended 30.09.2021 EPS = 6.61
Q1 EPS = 2.90
Last Quarter EPS = 3.72 
TTM EPS = 14.96

Looks Price is undervalued, because trading lower the 10 PE with TTM EPS.
Current Market PE is 14+ and considering its many strong sectors, real faire value will be 200 +.
Please study this sector, you will never loose.

Further, watch below two of Videos -
https://www.youtube.com/watch?v=EIql5tTbLz8
https://www.youtube.com/watch?v=6eRKyrCzPd8

Not a B/S/H Recommendation and only open for discussion.

19HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Mon Feb 07, 2022 8:55 pm

EPS

EPS
Expert
Expert

Hayleys Group subsidiaries are reporting much more, than expected  bounce  
MGT - massive
ALUMEX - massive
KVAL - larger Profits
KINGSBURY - Loss reduced. almost breakeven
more group numbers yet to come.

20HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Fri Feb 11, 2022 7:39 pm

apple


Senior Equity Analytic
Senior Equity Analytic

HAYL report will be massive..CMP is very much under valued…
Keep yr eye on fundamentally strong counters in CSE..

EPS likes this post

21HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Mon Feb 14, 2022 9:41 pm

EPS

EPS
Expert
Expert

HAYLEYS given a Valentine Gift    Basketball 

Last year 2020/21 - 12 months EPS = 10.18

Current Year 2021/22
Q1 EPS = 2.90
Q2 EPS = 3.72
Q3 EPS = 6.04
Current year 2021/22 - 09 months EPS = 12.66
Sure, with the Q4 Year ended EPS can be around 18 (minimum 17 until 20 range)  
Massive increase YoY.

HAYL is a Blue Chip Company and should value at higher PE.
How about the 18 EPS @ 10 or 12 PE.
We can value Rs.200+ (or minimum Rs.180)
Identify its real value.

Further,
YoY Revenue up 41%
GP up 28%
Finance Cost Reduced 15%
PBT up 69%
Attributable Profit up 132%
NAV Rs.75
Segment Results : Transportation & Logistics sector done rely well. also, Agriculture, Textiles, Plantations, Consumer and Construction all sector Revenue and Profits massive increases.

Watch Hayleys Now - This is its best year.

22HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Tue Feb 15, 2022 12:04 am

apple


Senior Equity Analytic
Senior Equity Analytic

EPS wrote:HAYLEYS given a Valentine Gift    Basketball 

Last year 2020/21 - 12 months EPS = 10.18

Current Year 2021/22
Q1 EPS = 2.90
Q2 EPS = 3.72
Q3 EPS = 6.04
Current year 2021/22 - 09 months EPS = 12.66
Sure, with the Q4 Year ended EPS can be around 18 (minimum 17 until 20 range)  
Massive increase YoY.

HAYL is a Blue Chip Company and should value at higher PE.
How about the 18 EPS @ 10 or 12 PE.
We can value Rs.200+ (or minimum Rs.180)
Identify its real value.

Further,
YoY Revenue up 41%
GP up 28%
Finance Cost Reduced 15%
PBT up 69%
Attributable Profit up 132%
NAV Rs.75
Segment Results : Transportation & Logistics sector done rely well. also, Agriculture, Textiles, Plantations, Consumer and Construction all sector Revenue and Profits massive increases.

Watch Hayleys Now - This is its best year.

When calculating with a 18/- EPS for the current FY,
the valuation would be 270/-  at market sector PE of 15.

HAYL now very much undervalued and has more than 100% growth potential.

It will show a solid growth in future, especially during this year...No doubt....

23HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Wed Mar 16, 2022 5:01 pm

apple


Senior Equity Analytic
Senior Equity Analytic

HAYL ... A Super value counter to hedge with ongoing inflation.
With the rupee deprecation and the highest EPS to be reported in Q4, the fair value for HAYL is now more than 250/-

24HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Wed Mar 16, 2022 7:43 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Highest SL Export giant's value after proper & complete analysis !!




At current macro factors, exchange gains (Realizable part monthly), HAYL can record Rs.41 EPS per annum on current performance & capacities.


Anyone realize this after 2 months with Q4 result affected only a half month with current exchange rates. They are capitalizing capacity expansions in most of subsidiaries and add more energy.


HAYL has synergy to record >Rs.50 EPS with their new expected product launches specially in Consumer Sector / market expansions in Transportation & Logistic and ongoing Acquisitions.


Doller Consolidation in HAYL will be as a Most Valuable in CSE!!
No any investment worth like this Doller Machine, Because HAYL has a very good corporate governance framework, Management integrity, their treat for whole shareholders!!




GREAT LUCK to have the investment in HAYL at current prices..


Consolidated impact on highest dollar earning subsidiaries !!

25HAYLEYS PLC (HAYL.N0000) Empty Re: HAYLEYS PLC (HAYL.N0000) Mon Aug 01, 2022 11:35 pm

EPS

EPS
Expert
Expert

Guys, watch Hayleys 😉😉😉
Hayleys will be next winning star...


cseboss likes this post

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