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NAMU/WATA super gain

+16
ErangaDS
nish84
dhanushkacse
Great1
PhilT
lion
Investnow
bkasun
Niwa
sanjulanka
mah2903
K.R
Kaptivajkss
ADVENTUS
Dilshan2020
cseguide
20 posters

Go to page : Previous  1, 2, 3  Next

Go down  Message [Page 2 of 3]

26NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sat Nov 27, 2021 9:27 am

cseguide


Vice President - Equity Analytics
Vice President - Equity Analytics

Palm oil price high and stable good for both WATA and NAMU.

Rubber price high and stable. Good for NAMU.
NAMU/WATA super gain - Page 2 Rubber10

27NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sat Nov 27, 2021 10:28 am

Niwa


Moderator
Moderator

You always miss out agal and elpl🧐😂

28NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sat Nov 27, 2021 11:30 am

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

Just for your info
Agal has negative retained earnings.... considering the current performance, they may need two or three quarters to wipeout.....that is a good sign... ...I don’t find dividend history...had few right issues...so basically...stated capital to retained earning is undefined....

29NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sat Nov 27, 2021 11:20 pm

cseguide


Vice President - Equity Analytics
Vice President - Equity Analytics

plantation companies are Dollar earning counters. So they provide hedge against rupee depression. Can expect more income once rupee depreciated in future.

30NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sat Nov 27, 2021 11:36 pm

cseguide


Vice President - Equity Analytics
Vice President - Equity Analytics

Palm oil, the global vegetable oil
Palm oil supplies 42.3 percent of the global vegetable oil demand utilising only 14.8 million hectares whereas the soy oil which takes second place produces only 29.8 percent of the demand, but utilises as much as 103.8 million hectares. It is the most productive vegetable oil producer, producing, on average, about four tonnes/ha/year.
Productivity and profitability
The cost of production of palm oil is the lowest of all plantation crops with the highest profit. The net profit per hectare of coconut, tea, rubber and oil palm is Rs. 175,000, Rs. 88,000, Rs. 80,000 and Rs. 612,000 respectively. In order to make the country self-sufficient in vegetable oils, there is thus justification for conversion of 40,000 to 50,000 ha of less productive rubber lands into oil palm.
After World War II, with the global vegetable oil demand increasing rapidly and conventional oils such as coconut, soy and corn not being able to meet the demand, many tropical countries expanded oil palm cultivations, some even stretching into virgin rain forests. In Sri Lanka, we are only considering diversifying less productive rubber lands.
In the 1960s, Malaysia had the so-called 60:40 land policy for rubber and oil palm, realising the massive economic benefits of the latter. However, about five years later, its government revised the policy to 40:60. And small farmers were incentivised to grow oil palm over rubber through several national projects.

31NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sun Nov 28, 2021 12:43 am

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

Global vegetable oil demand=Four tones/ha/year*14.8 million ha/42.3*100=140 tonnes million.
I guess, this is at a particular time stamp...must be evolving with more population and time.

32NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sun Nov 28, 2021 9:32 am

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

The productivity of palm oil is so high compare to other agricultural crops. Therefor the profitability is highest compare to all other plantation crops. "The cost of production of palm oil is the lowest of all plantation crops with the highest profit. The net profit per hectare of coconut, tea, rubber and oil palm is Rs. 175,000, Rs. 88,000, Rs. 80,000 and Rs. 612,000 respectively. In order to make the country self-sufficient in vegetable oils, there is thus justification for conversion of 40,000 to 50,000 ha of less productive rubber lands into oil palm."


following article clearly explains how Malaysia developed with palm oil industry.

https://www.aocs.org/stay-informed/inform-magazine/featured-articles/malaysia-economic-transformation-advances-oil-palm-industry-september-2012?SSO=True

Therefore you can see the huge potential of palm oil bearing plantations in future. We are only in the beginning of this journey. Future potential is tremendous .


WATA - Largest palm oil producer
NAMU - second largest palm oil producer

33NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sun Nov 28, 2021 11:37 am

Kaptivajkss


Senior Equity Analytic
Senior Equity Analytic

Shifting from rubber to palm yields....40000 *(612000-80000)
There is a marginal difference between rubber and tea...I.e. shifting from rubber to palm and shifting from tea to palm... unless we consider the socio aspect of this shift...
Why would expect rubber to palm instead of tea to palm...does Sri Lanka have more less productive rubber lands than less productive tea lands..

34NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sun Nov 28, 2021 9:32 pm

Investnow


Stock Analytic
Stock Analytic

Both rubber and oil palm up. With rupee depreceation export earning up and up from all plantation companies. Wata namu elpl good counters. NAMU/WATA super gain - Page 2 Img_2010

35NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sat Dec 04, 2021 12:20 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

Dollar earning counters
Best for current situation most defensive and growth stocks
WATA NAMU

No impact from power cut , gas distribution ban etc.
Real dollar earning counters
High palm oil prices. Rubber prices high

All earning goes high with rupee depreciation
Best stocks for current scenario.

Biggy likes this post

36NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sun Dec 05, 2021 1:06 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Super shares.. 

One share will definitely give 100% returns and other one minimum 60%..

You can guess which one is 100% and 60%  Laughing

cseguide likes this post

37NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sun Dec 05, 2021 7:12 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

bkasun wrote:Super shares.. 

One share will definitely give 100% returns and other one minimum 60%..

You can guess which one is 100% and 60%  Laughing
Even Down market they are rock solid  at current market prices. Best time to collect.  My take is one 100% and other more than 200% . You can do your own calculations.

MarketResearch and bkasun like this post

38NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Tue Dec 28, 2021 10:25 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

world palm oil prices sky rocketing again NAMU/WATA super gain - Page 2 1f600  NAMU/WATA super gain - Page 2 1f600 
NAMU/WATA super gain - Page 2 Palm_o10

39NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Dec 29, 2021 1:51 pm

lion


Manager - Equity Analytics
Manager - Equity Analytics

Will Namu start it's run?

40NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Dec 29, 2021 2:48 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

lion wrote:Will Namu start it's run?
yes started and just passed the 400 barriers today. Now the run towards 600 cyclops

lion likes this post

41NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Dec 29, 2021 3:07 pm

lion


Manager - Equity Analytics
Manager - Equity Analytics

Interms of dividend yield also NAMU is a solid share.
Dividend Payout ratio
2021: 51%
2020:-
2019: 89%
2018: 44%
Forecasted EPS for current year: atleast 100/-
Minimum 50% dividend : 50 per share
Yield at current price :8%
CUREENT PE just 4...

Should trade atleast 600

42NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Dec 29, 2021 3:16 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

My minimum target for NAMU is 750/-. by mid Feb 2022

Super share..

lion likes this post

43NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Dec 29, 2021 3:48 pm

PhilT

PhilT
Manager - Equity Analytics
Manager - Equity Analytics

bkasun wrote:My minimum target for NAMU is 750/-. by mid Feb 2022

Super share..

Ya guys, NAMU is the head of the game........
NAMU should be 750+ By Feb

44NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Dec 29, 2021 6:17 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

4 palm oil local plantation companies can record their highest profit in Q3. Good all 4. WATA and NAMU are better with their dividend policy.

% Palm oil businesses
WATA 73%
NAMU 34%
ELPL 33%
AGAL 20%

Every one will give minimum 30% return.

lion and PhilT like this post

45NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Dec 29, 2021 6:53 pm

PhilT

PhilT
Manager - Equity Analytics
Manager - Equity Analytics

Great1 wrote:4 palm oil local plantation companies can record their highest profit in Q3. Good all 4. WATA and NAMU are better with their dividend policy.

% Palm oil businesses
WATA 73%
NAMU 34%
ELPL 33%
AGAL 20%

Every one will give minimum 30% return.
As you said, WATA and NAMU are in the front when you compare to all other plantations

lion, bkasun and mah2903 like this post

46NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Mon Jan 03, 2022 12:30 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

NAMU/WATA super gain - Page 2 FrMAAA9vvYPzIPAJBGcAMACHHKVCkAAPsZcQMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABBCcAMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABBCcAMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABBCcAMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABBCcAMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABBCcAMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABBCcAMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABBCcAMACCG4AQCEENwAAEIIbgAAIQQ3AIAQghsAQAjBDQAghOAGABDiX0owo1nYziU2AAAAAElFTkSuQmCC 

As we predicted, NAMU is inching towards our target. Still not too late. 70% minimum gain is guaranteed from CMP.

WATA,AGAL & KVAL will also follow the same route..

Biggy likes this post

47NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Wed Jan 05, 2022 7:46 pm

lion


Manager - Equity Analytics
Manager - Equity Analytics

Run has started, next target 600 on the cards

48NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Thu Jan 06, 2022 1:59 am

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Super plantation shares in 2022..

My targets for 2022
NAMU 900 (Annualized EPS 90 for 2021/22)
WATA 250 (Annualized EPS 26 for 2021/22)
AGAL 100  (Annualized EPS 10 for 2021/22)
KVAL 145  (Annualized EPS 15 for 2021/22)

Very realistic Medium Term targets (By April 2022)..

49NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Thu Jan 06, 2022 5:07 am

dhanushkacse


Equity Analytic
Equity Analytic

[ltr]NAMU/WATA super gain - Page 2 Untitl10[/ltr]

50NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Thu Jan 06, 2022 2:53 pm

nish84


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

WATA & SUN 🚀🚀🚀🚀
200/100

Biggy likes this post

51NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Thu Jan 06, 2022 4:44 pm

lion


Manager - Equity Analytics
Manager - Equity Analytics

Will NAMU reach magical 1000?

52NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Thu Jan 06, 2022 5:44 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

lion wrote:Will NAMU reach magical 1000?
This was I predicted long ago in my post. slowly NAMU will reach there Smile

lion likes this post

53NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Thu Jan 06, 2022 8:51 pm

lion


Manager - Equity Analytics
Manager - Equity Analytics

Thank you Cseguide

54NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sat Jan 08, 2022 2:41 pm

cseguide

cseguide
Vice President - Equity Analytics
Vice President - Equity Analytics

lion wrote:Thank you Cseguide
my pleasure ! Very Happy

55NAMU/WATA super gain - Page 2 Empty Re: NAMU/WATA super gain Sun Jan 09, 2022 2:27 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

NAMU minimum value should be Rs.1,000 !!

WATA minimum value should be Rs.250 !!

ELPL minimum value should be Rs.218 !!

AGAL Rs.78 is possible

engineer and mah2903 like this post

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