Why buying EXPO now is risky for Retailers !!!!

ONTHEMONEY wrote:

D.G.Dayaratne wrote:Export do not pay resalable dividend

I think NO ROOM FOR IMPROVEMENT without payment of dividends

If they pay reasonable dividend there will be a cashflow problem.

Will EXPO face internal crisis very soon ?

Pl correct me if i am wrong.

Hi mate, 

I am writing after so long in e forum

Anyways, just wanted to shed light about EXPO

#EXPO is PHENOMENAL CO. benefits largely on;

1. C19 & supply shortage 
2. Light asset & quick ROI 
3. M&A 
4. Increased E-COM demand 
5. USD/LKR depreciation(92%< earnings in USD
6. Low operational risk since EXPO in 30+ countries 
7. No IMPACT on POWER CUTS

In today’s business world, things are really uncertain. In EXPOs business model, It’s not the broken supply chain, it’s who can triumph over the broken supply chain. Now the C19 OMICRON spread has hit a NEW HIGH GLOBALLY 

Furthermore, EXPO is a company exploited GLOBAL BUSINESS OPPORTUNITIES better than any other BLUE CHIPS in CSE just by OPERATING in LIGHT ASSET AGILE business model 

#EXPOs SCALABILITY is HIGH to achieve ANY AMOUNT of PROFITS IMO

DIVIDENDs are low in GROWTH CO. mostly as they allocate FUNDS for NEW INVESTMENTS enhancing business performance. (Ex: AMAZON, GOOGLE) EXPO is a similar company continuously ACQUIRING to GROW to explore opportunities. Additionally, one can expect a DIVIDEND after the FY is over most probably.

Hence I believe you’re judgment completely wrong


Good Luck

Note - NOT a BUY | SELL or HOLD RECOMMENDATION. DYOA before making an investment decision

Mithooshan wrote:Thanks to Kratos all seniors of the forum are united after so many months.

EPS, Captain, Onthemoney and Samaritan among others.

New entrants just know that Kratos himself is a new entrant.

bkasun wrote:Dogs Bark, but the caravan goes on..

EXPO also same.. Not only EXPO investors, but CSE too will elevate to new level by one and only EXPO

I reckon, EXPO is a global company and don't measure it at CSE level alone.

Kratos wrote:Rs 550 target is for 2023 not for 2022. 

So you may get around 40% upside in over one year. 

Whereas investing in HAYL, VONE , Browns, LOLC Group, Plantations, Import Substituting Manufacturing Sectors etc can give you over 100% gains within one year.

New retail entrants be cautious!!!!!

Kratos

Kratos wrote:Do not fall in love with shares. 

I Have already highlighted the risk in yesterday’s pump of SCAP. Same cartel who exited EXPO early Nov when EXPO was near 230 dropped it to 200 then pumped KZOO, PAP, RIL and LOFC and dumped. Then renters EXPO below 200. 

Now the same cartel exited EXPO and is playing around with SCAP and possibly few more shares and will dump these on retailers and again enter EXPO after further drop. 

Retailers should be cautious. These veterans are always 2 steps ahead. You cannot beat them. Some get lucky if they enter and exit on time to ride the tide.

Regarding AAIC even a beginner can see it’s just a cyclical pump within the same group of people. 

Stocks are there to make money.

Money is there to make more Money.

EXPO is deemed to reach above 450 in mid term not ST closer to the next quarter results. 

My warnings were for retailers not to buy on the top since the price was already adjusted to the expected earnings and this dump of shares was expected as soon as results hit and retailers hype starts

Buy on speculation sell on news. . 

Buying below 350 and best near 300 is ideal.