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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

Go down  Message [Page 3 of 3]

51NAMU/WATA super gain - Page 3 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 3 Empty Re: NAMU/WATA super gain Thu Jan 06, 2022 5:44 pm

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 3 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 3 Empty Re: NAMU/WATA super gain Sat Jan 08, 2022 2:41 pm

cseguide


Vice President - Equity Analytics
Vice President - Equity Analytics

lion wrote:Thank you Cseguide
my pleasure ! Very Happy

55NAMU/WATA super gain - Page 3 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

56NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Sun Jan 09, 2022 3:35 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Just thought to add some insights for AGAL since , per my view, AGAL is a 100+ shares within few months.

- AGAL is one of best managed plantation company upon it had been acquired by DAMRO group. There were even negative NAV prior to 2017 and tremendous turnaround is being happened afterward and now it is one of best performing planation company.  

- It has well crop diversification to Tea, Rubber and Palm oil and all these crops are doing and will do extremely good in coming years.

- Their JV, AEN Palm Oil Processing Ltd ( holding 33.33%) is a another cash cow for them. It is the state-of-the art crude palm oil processing factory in Sri Lanka.

- It is trading at affordable price as other Palm oil related shares are trading at some higher prices now. So retailers might be more attractive to AGAL.


This is just to give some insights about true potential of AGAL and   I'm fully agreeing with the price targets of all other Palm oil dominated shares (WATA/ELPT/NAMU) mentioned above..

mah2903 and Great1 like this post

57NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Mon Jan 10, 2022 6:10 am

ErangaDS

ErangaDS
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Palm oil price may see correction in 2022 - Dimantha Mathew
https://ceylontoday.lk/news/palm-oil-price-may-see-correction-in-2022-dimantha-mathew

The guy who predicted ASI to 3500 😃

58NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Mon Jan 10, 2022 8:12 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

First capital analysts do not have even basic equity market sense.. So pity..

I can remember, when EXPO was trading @ 27 level they gave fair value as 23..Same way they asked to exit WATA when it was trading 57 as it was reached to  their FV.. Now where both those shares.. Very Happy

59NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Mon Jan 10, 2022 8:21 pm

mah2903


Equity Analytic
Equity Analytic

Agreed 100% better do our own analysis, Also you must give a credit to Capital Trust valuation

60NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Mon Jan 10, 2022 10:03 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Yes.. Fully agreed.. Capital Trust doing good job for drive the market.. Even some HNWI like IB..

Their insights is very useful and give the much needed confidence to the retail investors..

If market goes well only we all can earn something.. Spreading negative news wont give any gain to anyone. It is pure jealous

61NAMU/WATA super gain - Page 3 Empty Palm Oil Businesses Tue Jan 18, 2022 5:57 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Expect another rally on Palm Oil in ST

WATA  Rs.250
ELPL    Rs.220
NAMU  Rs.1,200
AGAL   Rs.71

WATA & NAMU are best with higher dividends coming soon !!

Higher margins will remain more 6 months. Some major countries banned their palm oil exports with drop in crops even though palm oil prices are at Sky. Overall all plantation companies should have achieved highest profit in a quarter in Q3.

Forecast, WATA can record > Rs.8.40 EPS only for Q3.. Higher gains from Watawala diary operations contributes continuously for profit increases other than palm oil higher prices with highest margin they earned. These conditions will continue more few years. More developments in place. Most of research companies have evaluated WATA above Rs.260.
Expect highest dividend per time Rs.8 in early March. Overall return from WATA investment is > 46%.. Good & Safe Investment !!

mah2903 likes this post

62NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Tue Jan 18, 2022 6:19 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Not agree with AGAL target price..

As indicated in my previous post, it is a 100+ share..

63NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Tue Jan 18, 2022 7:59 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

bkasun wrote:Not agree with AGAL target price..

As indicated in my previous post, it is a 100+ share..
These are only short term targets (Within 1 & half months)..


Tea prices are still not support for a bull run in plantation sector. Rubber prices will be maintained at current prices and not go further up. However, palm oil prices will be beneficial more in short term, bcz it has achieved ever-highest prices already. 18% increase can be seen in average prices QoQ. Most of palm oil cultivation countries are banning export of Palm oil. In palm oil industry, nearly 75%-80% net profit can be taken from palm oil sales at top level after covering overheads. Further, coconut prices in Sri lanka are going up and major alternative comes from palm oil. Therefore, NAMU & WATA have more benefit from Crop types.


Know AGAL is the one of best plantation company.. Most diversified company. If tea sector does better

AGAL will settle above Rs.90 in MT (Within 3 Months).. 

mah2903 likes this post

64NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Tue Jan 18, 2022 8:01 pm

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Great1 wrote:
bkasun wrote:Not agree with AGAL target price..

As indicated in my previous post, it is a 100+ share..
These are only short term targets (Within 1 & half months)..


Tea prices are still not support for a bull run in plantation sector. Rubber prices will be maintained at current prices and not go further up. However, palm oil prices will be beneficial more in short term, bcz it has achieved ever-highest prices already. 18% increase can be seen in average prices QoQ. Most of palm oil cultivation countries are banning export of Palm oil. In palm oil industry, nearly 75%-80% net profit can be taken from palm oil sales at top level after covering overheads. Further, coconut prices in Sri lanka are going up and major alternative comes from palm oil. Therefore, NAMU & WATA have more benefit from Crop types.


Know AGAL is the one of best plantation company.. Most diversified company. If tea sector does better

AGAL will settle above Rs.90 in MT (Within 3 Months).. 
Continue **
If tea sector gives a push, AGAL can see above Rs.110

65NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Wed Jan 19, 2022 9:55 am

D.G.Dayaratne


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics

I can't understand why govt and other people so against  with FARM OIL

66NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Wed Jan 19, 2022 10:11 am

0767000279


Stock Trader

NAMUNU-WATA_AGAL KOTA  NAMU/WATA super gain - Page 3 1f377  NAMU/WATA super gain - Page 3 1f377  NAMU/WATA super gain - Page 3 1f377 

Palm Oil increased to a 12-week high of 5177 MYR/T, amid prospects of stronger demand and tight supplies. Top producer Indonesia said it was planning to begin tests for biofuel with higher palm content in February, suggesting the country might restrict crude palm oil exports in the coming months. On the other hand, cargo surveyors' data showed exports from Malaysia, the world's second-largest palm oil producer, fell between 32% and 45% during January 1-15 from a month earlier. Palm oil booked its biggest gain in three months in early January as output expectations were hit by concerns over adverse weather in Malaysia.

67NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Mon Jan 24, 2022 5:46 am

Great1


Manager - Equity Analytics
Manager - Equity Analytics

Great1 wrote: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
Be ready !!!

Very optimistic ground!

This week, palm oil manufacturers will gain highest gains! Watawala has lot of opportunities to record 50% from current prices. NAMU can go beyond Rs.1,000 again. ELPL will touch Rs.200. AGAL has potential for above Rs.75

EPS and deoxyribau5 like this post

68NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Thu Jan 27, 2022 1:37 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

See my previous post about AGAL. I reckon it is one of best managed plantation company with good crop diversification.. No doubt this is 100 + share once Q financials out.

NAMU/WATA super gain - Page 3 AAAAAASUVORK5CYII=

Also, I'm very bullish about KOTA too as it too having a good crop diversification.. KOTA has traded 8 range so long. This will reach 12 in ST.. Keep on eye.

Great1 and Biggy like this post

69NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Mon Jan 31, 2022 5:42 pm

Niwa


Moderator
Moderator

NAMU/WATA super gain - Page 3 87e90d10

bkasun likes this post

70NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Mon Jan 31, 2022 8:28 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

Smart investors are always vigilant in world/country macro trends, commodity prices, forex fluctuation, etc. and make a early investment decision than others.

Similarly, if you see world Palm oil price movement and its supply demand imbalance, you can easily judge which share you have to buy and hold..

WATA/NAMU/ELPL/AGAL/KOTA

71NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Tue Feb 01, 2022 12:37 am

chathura123


Manager - Equity Analytics
Manager - Equity Analytics

KOTA ,they have only 110Ha .not enough to break out from their high debt as I remember last q. Only made 120 MN form palm oil .
Others are better. Select considering price and other crop combination /business model

72NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Tue Feb 01, 2022 12:37 am

chathura123


Manager - Equity Analytics
Manager - Equity Analytics

KOTA ,they have only 110Ha .not enough to break out from their high debt  as I remember last q. Only made 120 MN form palm oil .
Others are better. Select considering price and other crop combination /business model

73NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Tue Feb 01, 2022 5:17 am

Great1


Manager - Equity Analytics
Manager - Equity Analytics

WATA is consolidating for Next Run

Sort term target is Rs.260

74NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Thu Feb 03, 2022 2:49 pm

bkasun


Manager - Equity Analytics
Manager - Equity Analytics

WATA result is not inline with our expectation..

Their GP margin is contracted to 52% from 65% in previous Q. This is mainly due to high input cost like fertilizer and labor.

Hope this will bounce back as Palm oil prices are elevated new high on recent days.

glad likes this post

75NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Fri Feb 04, 2022 2:04 pm

chathura123


Manager - Equity Analytics
Manager - Equity Analytics

Normally December quarter is like that .plan oil doesn't require much mineral fertilizer comparing with other 3 commercial crops.
That means tea plantation will be heavily hit .

76NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Fri Feb 04, 2022 9:22 pm

Nandun


Manager - Equity Analytics
Manager - Equity Analytics

chathura123 wrote:Normally December quarter is like that .plan oil doesn't require much mineral fertilizer comparing with other 3 commercial crops.
That means tea plantation will be heavily hit .
next quarter also will not be like June Sept when considering previous reports. Is palm crop vary with rainfall? anyone know Question

77NAMU/WATA super gain - Page 3 Empty Re: NAMU/WATA super gain Sat Feb 05, 2022 12:34 pm

sanjulanka


Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics

NAMU/WATA super gain - Page 3 1f4aa ...

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