FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com


Join the forum, it's quick and easy

FINANCIAL CHRONICLE™
Dear Reader,

Registration with the Sri Lanka FINANCIAL CHRONICLE™️ would enable you to enjoy an array of other services such as Member Rankings, User Groups, Own Posts & Profile, Exclusive Research, Live Chat Box etc..

All information contained in this forum is subject to Disclaimer Notice published.


Thank You
FINANCIAL CHRONICLE™️
www.srilankachronicle.com
FINANCIAL CHRONICLE™
Would you like to react to this message? Create an account in a few clicks or log in to continue.

Encyclopedia of Latest news, reviews, discussions and analysis of stock market and investment opportunities in Sri Lanka


Submit PostSubmit Post
ශ්‍රී ලංකා මූල්‍ය වංශකථාව - සිංහල
Submit Post



Latest topics

» Millennial Capital Youtube Channel
by MillennialC Today at 1:00 am

» Crypto , Digital Currency Trading , Forex
by MillennialC Today at 12:59 am

» DIPD/HAYC/HAYL
by Jana Yesterday at 11:11 pm

» PANASIAN POWER PLC (PAP.N0000)
by Jana Yesterday at 11:08 pm

» Has the CSE reached the peak actually in January?
by ONTHEMONEY Yesterday at 10:14 pm

» Blossom March
by Vishwanarth Yesterday at 9:14 pm

» ACL post share split trading and the future potential
by Jana Yesterday at 7:45 pm

» still I believe this
by stockback Yesterday at 6:59 pm

» Daily Foreign Transactions
by Pradeep90 Yesterday at 6:39 pm

» Good time to collect fundamentally sound shares
by madukp Yesterday at 6:30 pm

» GLAS will be winner with Super Gain.
by Eranga87 Yesterday at 6:13 pm

» TILE / LWL / RCL
by MaJa Yesterday at 6:07 pm

» TRUE VALUE OF LANKA ALUMINUM INDUSTRY (LALU)
by Susil Mendis Yesterday at 4:11 pm

» CENTRAL INDUSTRIES PLC (CIND.N0000)
by subash81 Yesterday at 2:15 pm

» RICH or TKYO
by subash81 Yesterday at 2:14 pm

» Inefficiency
by stockchaser Yesterday at 1:25 pm

» Sometimes you might find that you have lost all your money in the market by investing in the non profitable stocks in the market.
by pjrngroup Yesterday at 10:58 am

» පෙබරවාරි මාසේ කොළඹ කොටස් වලට මොකක්ද වුනේ - බැසුවාද ? බැස්සාද ?
by Wickyz Yesterday at 10:54 am

» NATIONS TRUST BANK PLC (NTB.N0000)
by Eranx Yesterday at 8:00 am

» TOKYO CEMENT COMPANY (LANKA) PLC
by arun.cse Mon Mar 01, 2021 1:14 pm

EXPERT CHRONICLE™

ECONOMIC CHRONICLE

GROSS DOMESTIC PRODUCT (GDP)


CHRONICLE™ YouTube

CHRONICLE™ NEWS PRODUCTS

FINANCIAL CHRONICLE™

Views & Reviews, Analysis, Evaluations, Discussions, Gossip and Hot Tips relating to Sri Lankan companies listed on the Colombo Stock Exchange (CSE)
Contribute




DAILY CHRONICLE™

Latest news and articles published in Newspapers, Websites, Blogs and other online news sites relating to business and investments in Sri Lanka
Contribute



ECONOMIC CHRONICLE™

This is a section that provide news, views, analysis, predications relating to Political and Socio-Economic factors and how such activities affect the Stock Market and other economic activity of the Country.

Contribute




EXPERT CHRONICLE™

This is an exclusive section for Expert Articles which will help member to share knowledge through comments and responses of the members. All members are allowed to reply and make comments to these articles.

Contribute


Submit Post


CHRONICLE™ YouTube

Youtube Videos and other visual presentations relating Stock market and other investment advise submitted by members or other contributors.

Contribute


Submit Post


කොළඔ කොටස් වෙළඳපොළේ වංශකථාව
කොළඔ කොටස් වෙළඳපොළේ ලැයිස්තුගත සමාගම් කොටස් ගැන තොරතුරු¸විශ්ලේෂණ¸සාකච්ඡා¸ කටකතා¸රසකතා යන සියල්ල අපේම සිංහලෙන් කතා කළ හැකි ‘කතා මණ්ඩපය’

Contribute

Twitter Feeds
POPULAR COMPANIES
A

ABANS ELECTRICALS PLC

ACCESS ENGINEERING PLC Hot

ACL CABLES PLC

ACL PLASTICS PLC

ACME PRINTING & PACKAGING PLC

AGSTAR PLC

AITKEN SPENCE HOTEL HOLDINGS PLC

AITKEN SPENCE PLC

ANILANA HOTELS AND PROPERTIES PLC

ARPICO INSURANCE PLC

ASIA ASSET FINANCE PLC

ASIA CAPITAL PLC

B

BAIRAHA FARMS PLC

BALANGODA PLANTATIONS PLC

BIMPUTH FINANCE PLC

BLUE DIAMONDS JEWELLERY WORLDWIDE PLC

B P P L HOLDINGS PLC

BROWNS BEACH HOTELS PLC

BROWNS INVESTMENTS PLC

C

CARGO BOAT DEVELOPMENT COMPANY PLC

CENTRAL INDUSTRIES PLC

CEYLON COLD STORES PLC

CEYLON GRAIN ELEVATORS PLC Hot

CEYLON TEA BROKERS PLC

CEYLON TOBACCO COMPANY PLC

CHEVRON LUBRICANTS LANKA PLC

COLOMBO FORT LAND & BUILDING PLC

COMMERCIAL BANK OF CEYLON PLC

CITRUS LEISURE PLC Hot

COMMERCIAL CREDIT AND FINANCE PLC

D

DANKOTUWA PORCELAIN PLC

DFCC BANK PLC

DIALOG AXIATA PLC

DIALOG FINANCE PLC

DIPPED PRODUCTS PLC

DISTILLERIES COMPANY OF SRI LANKA PLC

DUNAMIS CAPITAL PLC

E

EAST WEST PROPERTIES PLC Hot

EASTERN MERCHANTS PLC

EXPOLANKA HOLDINGS PLC

E-CHANNELLING PLC

F

FIRST CAPITAL HOLDINGS PLC

G

GALADARI HOTELS (LANKA) PLC

GUARDIAN CAPITAL PARTNERS PLC

H

HATTON NATIONAL BANK PLC

HAYLEYS PLC

HAYLEYS FABRIC PLC

HAYLEYS FIBRE PLC Hot

HEMAS HOLDINGS PLC

HIKKADUWA BEACH RESORT PLC

HNB ASSURANCE PLC

HVA FOODS PLC

J

JANASHAKTHI INSURANCE COMPANY PLC

JOHN KEELLS HOLDINGS PLC Hot

JOHN KEELLS HOTELS PLC

L

LANKA ASHOK LEYLAND PLC

LANKA IOC PLC

LANKEM CEYLON PLC

LANKEM DEVELOPMENTS PLC

LAUGFS GAS PLC

LAUGFS POWER LIMITED

LOLC FINANCE PLC

LOLC HOLDINGS PLC

LUCKY LANKA MILK PROCESSING COMPANY PLC

M

MELSTACORP PLC

N

NATIONAL DEVELOPMENT BANK PLC

NATION LANKA FINANCE PLC

NESTLE LANKA PLC

O

ORIENT FINANCE PLC

OVERSEAS REALTY (CEYLON) PLC

P

PANASIAN POWER PLC

PEOPLE'S LEASING & FINANCE PLC

PIRAMAL GLASS CEYLON PLC

PRIME FINANCE PLC

R

RAIGAM WAYAMBA SALTERNS PLC

RENUKA AGRI FOODS PLC

RENUKA CAPITAL PLC

RENUKA HOLDINGS PLC

RICHARD PIERIS AND COMPANY PLC

RICHARD PIERIS EXPORTS PLC Hot

ROYAL CERAMICS PLC

S

SAMPATH BANK PLC

SEYLAN BANK PLC

SIERRA CABLES PLC

SINGHE HOSPITALS PLC Hot

SMB LEASING PLC

SOFTLOGIC HOLDINGS PLC

SOFTLOGIC LIFE INSURANCE PLC

SRI LANKA TELECOM PLC

SWISSTEK (CEYLON) PLC Hot

T

TEEJAY LANKA PLC

TESS AGRO PLC

THREE ACRE FARMS PLC

TOKYO CEMENT COMPANY (LANKA) PLC Hot

U

UNION BANK OF COLOMBO PLC

V

VALLIBEL FINANCE PLC

VALLIBEL ONE PLC Hot

VALLIBEL POWER ERATHNA PLC

W

WASKADUWA BEACH RESORT PLC


You are not connected. Please login or register

FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » Plantations - Forecasted Financial Reports for 2011/2012

Plantations - Forecasted Financial Reports for 2011/2012

Go down  Message [Page 1 of 1]

laka

laka
Senior Equity Analytic
Senior Equity Analytic
Plantations - Forecasted Financial Reports for 2011/2012 (After Wages Hike)

We all know KGAL is best counter in Plantation Sector. But this attempt is to find whether there is any under valued counter in Plantation Sector after the Wages Hike.

Here we have used 4 different basis to value those counters. They are

1)Annual Profit + 20% Growth
2)80% of Annualized Quarterly Report(March)
3)Annual Profit + 50% Growth
4)Gross Profit Basis

Conclusion: KGAL is Under Valued even after the Wages Hike. Its Forward EPS is Rs 29 and thereby valued more than Rs 250.


Comments are Well come.... Neutral

Rajitha

Rajitha
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
where on earth did you get the expected profit values from ? They seems to be just taken out of your ___ and rather than using proper methods! Also you don't have even the basic knowledge of arithmetic!

For example how did you get EPS of -2.24 for AGAL next year financial year? Also according to you its value for 10 PE is -22.37 and for PE of 15 is -33.56! lol! lol!
( I sure hope you meant Rupees in here as well )

laka

laka
Senior Equity Analytic
Senior Equity Analytic
@Rajitha wrote:where on earth did you get the expected profit values from ? They seems to be just taken out of your ___ and rather than using proper methods! Also you don't have even the basic knowledge of arithmetic!

For example how did you get EPS of -2.24 for AGAL next year financial year? Also according to you its value for 10 PE is -22.37 and for PE of 15 is -33.56! lol! lol!
( I sure hope you meant Rupees in here as well )

"Paninna pera sitha balanu"

There are 4 work sheet in my analysis. Please read all of them. (4 itself)

Based on Last year, if they they can achieve 20% their EPS would be as you said. But I prefer Annualised method (sheet no 2) for AGAL as they have performed well in last march qtr. According to sheet no 2 their EPS would be Rs 5.40.

So you youself evaluate best evaluation method for your counter from 4 evaluation method (4 working sheet) ... tongue

kama


Manager - Equity Analytics
Manager - Equity Analytics
I think this is a nice Analysis. Wata and MAL results shows that is correct.

Anyway I have only KGAL collected @ 165.. Think I am Protected. Very Happy

Rajitha

Rajitha
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@laka wrote:
@Rajitha wrote:where on earth did you get the expected profit values from ? They seems to be just taken out of your ___ and rather than using proper methods! Also you don't have even the basic knowledge of arithmetic!

For example how did you get EPS of -2.24 for AGAL next year financial year? Also according to you its value for 10 PE is -22.37 and for PE of 15 is -33.56! lol! lol!
( I sure hope you meant Rupees in here as well )

"Paninna pera sitha balanu"

There are 4 work sheet in my analysis. Please read all of them. (4 itself)

Based on Last year, if they they can achieve 20% their EPS would be as you said. But I prefer Annualised method (sheet no 2) for AGAL as they have performed well in last march qtr. According to sheet no 2 their EPS would be Rs 5.40.

So you youself evaluate best evaluation method for your counter from 4 evaluation method (4 working sheet) ... tongue


I did check all 4 coloums m8! How did you get the value of EPS of 5.40? and then from it to -2.24?
If you took normal EPS as currently and reduced additional staff cost that's still hugely wrong!
1. Because AGAL last quarter EPS is Rs 4.86! So annualized EPS is Rs 19.44!
2. You did not take in to account how much growth it will have with the coming quarter being favored to the palm oil crops or the additional regrown crops!
3. You can not generalize the additional cost of sales for every plantation on the same basis as the crop diversity is different! That's the most retard thing as I have seen some one done in here! Wile Tea heavy plantations might face steep labor costs plantations that hardly have Tea will be hardly be affected!
4. You can not expect PE of 10 of a plantations to have value of Rs -22 and at PE of 15 to have Rs -33! JUST NO.
5. Countless other mistakes I'm way too tired to explain!

Just watch for next finical year if plantations like AGAL will have huge negative EPS! That is not going to happen. JUST NO!

BTW AGAL I just took as an example. Even if you take ELPL its the same story!


Rajitha

Rajitha
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@kama wrote:I think this is a nice Analysis. Wata and MAL results shows that is correct.

Anyway I have only KGAL collected @ 165.. Think I am Protected. Very Happy

lol! lol!

Sudesh


Stock Analytic
Stock Analytic
@Rajitha wrote:
@laka wrote:
@Rajitha wrote:where on earth did you get the expected profit values from ? They seems to be just taken out of your ___ and rather than using proper methods! Also you don't have even the basic knowledge of arithmetic!

For example how did you get EPS of -2.24 for AGAL next year financial year? Also according to you its value for 10 PE is -22.37 and for PE of 15 is -33.56! lol! lol!
( I sure hope you meant Rupees in here as well )

"Paninna pera sitha balanu"

There are 4 work sheet in my analysis. Please read all of them. (4 itself)

Based on Last year, if they they can achieve 20% their EPS would be as you said. But I prefer Annualised method (sheet no 2) for AGAL as they have performed well in last march qtr. According to sheet no 2 their EPS would be Rs 5.40.

So you youself evaluate best evaluation method for your counter from 4 evaluation method (4 working sheet) ... tongue


I did check all 4 coloums m8! How did you get the value of EPS of 5.40? and then from it to -2.24?
If you took normal EPS as currently and reduced additional staff cost that's still hugely wrong!
1. Because AGAL last quarter EPS is Rs 4.86! So annualized EPS is Rs 19.44!
2. You did not take in to account how much growth it will have with the coming quarter being favored to the palm oil crops or the additional regrown crops!
3. You can not generalize the additional cost of sales for every plantation on the same basis as the crop diversity is different! That's the most retard thing as I have seen some one done in here! Wile Tea heavy plantations might face steep labor costs plantations that hardly have Tea will be hardly be affected!
4. You can not expect PE of 10 of a plantations to have value of Rs -22 and at PE of 15 to have Rs -33! JUST NO.
5. Countless other mistakes I'm way too tired to explain!

Just watch for next finical year if plantations like AGAL will have huge negative EPS! That is not going to happen. JUST NO!

BTW AGAL I just took as an example. Even if you take ELPL its the same story!



Rajitha seems to be stuck with AGAL and ELPL

mono

mono
Vice President - Equity Analytics
Vice President - Equity Analytics
@Sudesh wrote:
Rajitha seems to be stuck with AGAL and ELPL

Nah!

he's just being himself.

Chinwi

Chinwi
Associate Director - Equity Analytics
Associate Director - Equity Analytics
@laka,
well done. Instead of following the crowd or investing blindly this is a good effort.

You can even modify the sheet to give varying annual growth and see the results.

laka

laka
Senior Equity Analytic
Senior Equity Analytic
@Rajitha wrote:
@laka wrote:
@Rajitha wrote:where on earth did you get the expected profit values from ? They seems to be just taken out of your ___ and rather than using proper methods! Also you don't have even the basic knowledge of arithmetic!

For example how did you get EPS of -2.24 for AGAL next year financial year? Also according to you its value for 10 PE is -22.37 and for PE of 15 is -33.56! lol! lol!
( I sure hope you meant Rupees in here as well )

"Paninna pera sitha balanu"

There are 4 work sheet in my analysis. Please read all of them. (4 itself)

Based on Last year, if they they can achieve 20% their EPS would be as you said. But I prefer Annualised method (sheet no 2) for AGAL as they have performed well in last march qtr. According to sheet no 2 their EPS would be Rs 5.40.

So you youself evaluate best evaluation method for your counter from 4 evaluation method (4 working sheet) ... tongue


I did check all 4 coloums m8! How did you get the value of EPS of 5.40? and then from it to -2.24?
If you took normal EPS as currently and reduced additional staff cost that's still hugely wrong!
1. Because AGAL last quarter EPS is Rs 4.86! So annualized EPS is Rs 19.44!
2. You did not take in to account how much growth it will have with the coming quarter being favored to the palm oil crops or the additional regrown crops!
3. You can not generalize the additional cost of sales for every plantation on the same basis as the crop diversity is different! That's the most retard thing as I have seen some one done in here! Wile Tea heavy plantations might face steep labor costs plantations that hardly have Tea will be hardly be affected!
4. You can not expect PE of 10 of a plantations to have value of Rs -22 and at PE of 15 to have Rs -33! JUST NO.
5. Countless other mistakes I'm way too tired to explain!

Just watch for next finical year if plantations like AGAL will have huge negative EPS! That is not going to happen. JUST NO!

BTW AGAL I just took as an example. Even if you take ELPL its the same story!


Brother different worksheet shows different scenarios so you cant compare each working sheet among them. Read the notes on each w.sheet.

Eventhough Agal's Annualized EPS is 19.44 we cant expect it to maintain such level due to wages hike. Further I took 80% of them due to industry volatility and considering global factors.Then I adjust the impact of wages hike to such EPS.Then we can predict only Rs5.4 of Annualized EPS and that means coming qtr report should shows Rs 1.2-1.5 of EPS exactly 1.35 (5.4/4) Based on that scenario. Will see it within 2 weeks.
I got Wages Detail from Last Year Annual Report.

Check with MAL Report, its Tally with my w.sheet no 2 and 3
But Wata. Its more worst than I expected. I hope Elpl will also be little bit negative.
Anyway I am positive on Agal. I have seen you talking about on Elpl when its trading around 35 in this forum. You may be stuck @ 35.

I highly used Excel Formulas and they create minus values based on negative EPS as formulas don't know that minus values are not practical in trading. Being an educated person you can ignore minus price forecastings. eg; WATA may not go below 16 eventhough qtrly report shows such loss. Think practically and don't argue with impractical representation of formulas.

All the other arguments are warmly wellcome

Will see up to how extend my analysis will be practical... Anyway keep in mind Plantation is the most difficult sector to forecast.

Finally...

This analysis was done to find whether there is any undervalued counters in Plantation Sector after the wages hike.



mono

mono
Vice President - Equity Analytics
Vice President - Equity Analytics
If KVAL is anything to go by KGAL will come up with less than impressive results this quarter. I'm not certain but I wouldn't be surprised if they post an EPS of around 4.

Rajitha

Rajitha
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@laka wrote:

Brother different worksheet shows different scenarios so you cant compare each working sheet among them. Read the notes on each w.sheet.

Eventhough Agal's Annualized EPS is 19.44 we cant expect it to maintain such level due to wages hike. Further I took 80% of them due to industry volatility and considering global factors.Then I adjust the impact of wages hike to such EPS.Then we can predict only Rs5.4 of Annualized EPS and that means coming qtr report should shows Rs 1.2-1.5 of EPS exactly 1.35 (5.4/4) Based on that scenario. Will see it within 2 weeks.
I got Wages Detail from Last Year Annual Report.

Check with MAL Report, its Tally with my w.sheet no 2 and 3
But Wata. Its more worst than I expected. I hope Elpl will also be little bit negative.
Anyway I am positive on Agal. I have seen you talking about on Elpl when its trading around 35 in this forum. You may be stuck @ 35.

I highly used Excel Formulas and they create minus values based on negative EPS as formulas don't know that minus values are not practical in trading. Being an educated person you can ignore minus price forecastings. eg; WATA may not go below 16 eventhough qtrly report shows such loss. Think practically and don't argue with impractical representation of formulas.

All the other arguments are warmly wellcome

Will see up to how extend my analysis will be practical... Anyway keep in mind Plantation is the most difficult sector to forecast.

Finally...

This analysis was done to find whether there is any undervalued counters in Plantation Sector after the wages hike.




IF you got the EPS as Rs 5.4 then how did you again reduced it to a negative value! Also I don't think it matters if i'm stuk with any at what level to the points I'm making. But as you brought it up, NO I'm not stuck at high lvel for AGAL or ELPL. AGAL my average price is Rs 60 and ELPL Rs 31 and and i have made already huge profits from these two counters by selling higher before and only have small amounts left now!
To the contrary though only plantation share I'm stuck now is KGAL at rs 210 and with a decent amount of my portfolio value!
I'm just pointing out that the generalization method you have done for almost all plantations without even considering the crop diversity is really stupid and no where near the right values! Just wait for AGAL and ELPL NAMU results for coming quarters and you will be able to observe this easily. (OFC when ever they decide to add the gratuity for old times the EPS for that quarter will drop drastically)

Rajitha

Rajitha
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@mono wrote:If KVAL is anything to go by KGAL will come up with less than impressive results this quarter. I'm not certain but I wouldn't be surprised if they post an EPS of around 4.

IMO if they don't add gratuity I don't think it will be that low! But I do believe it might be a value something in the range of Rs 6-8 although I still did not had a chance to evaluate KVAL report.

laka

laka
Senior Equity Analytic
Senior Equity Analytic
@Rajitha wrote:
@laka wrote:

Brother different worksheet shows different scenarios so you cant compare each working sheet among them. Read the notes on each w.sheet.

Eventhough Agal's Annualized EPS is 19.44 we cant expect it to maintain such level due to wages hike. Further I took 80% of them due to industry volatility and considering global factors.Then I adjust the impact of wages hike to such EPS.Then we can predict only Rs5.4 of Annualized EPS and that means coming qtr report should shows Rs 1.2-1.5 of EPS exactly 1.35 (5.4/4) Based on that scenario. Will see it within 2 weeks.
I got Wages Detail from Last Year Annual Report.

Check with MAL Report, its Tally with my w.sheet no 2 and 3
But Wata. Its more worst than I expected. I hope Elpl will also be little bit negative.
Anyway I am positive on Agal. I have seen you talking about on Elpl when its trading around 35 in this forum. You may be stuck @ 35.

I highly used Excel Formulas and they create minus values based on negative EPS as formulas don't know that minus values are not practical in trading. Being an educated person you can ignore minus price forecastings. eg; WATA may not go below 16 eventhough qtrly report shows such loss. Think practically and don't argue with impractical representation of formulas.

All the other arguments are warmly wellcome

Will see up to how extend my analysis will be practical... Anyway keep in mind Plantation is the most difficult sector to forecast.

Finally...

This analysis was done to find whether there is any undervalued counters in Plantation Sector after the wages hike.




IF you got the EPS as Rs 5.4 then how did you again reduced it to a negative value! Also I don't think it matters if i'm stuk with any at what level to the points I'm making. But as you brought it up, NO I'm not stuck at high lvel for AGAL or ELPL. AGAL my average price is Rs 60 and ELPL Rs 31 and and i have made already huge profits from these two counters by selling higher before and only have small amounts left now!
To the contrary though only plantation share I'm stuck now is KGAL at rs 210 and with a decent amount of my portfolio value!
I'm just pointing out that the generalization method you have done for almost all plantations without even considering the crop diversity is really stupid and no where near the right values! Just wait for AGAL and ELPL NAMU results for coming quarters and you will be able to observe this easily. (OFC when ever they decide to add the gratuity for old times the EPS for that quarter will drop drastically)


1)There are 4 w.sheet which shows 4 different scenarios.That means 4 different possible Scenarios. Can't compare even same counter with 4 sheet.eg; Agal with its different scenarious. Better evaluate which sheet is practical for your counter. eg sheet no 2 is practical for Agal where as sheet no 1 practical for KGAL.
2)I think You reffer sheet no 2
3)Sheet no 2 dosen't forcast negative value for Agal.
4) Sheet no 1 and 3 only forecast negative value for agal
5)So you better ignore sheet no 1 and 3.
6) What is your Expected EPS for this Qtr for Agal ?????????

glad


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Was arrears of gratuity adjustments considered?

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
laka.. You've made a good effort.. Though there were places that I can't be agree with the assumptions and stuff overall if someone changes your values its gonna be a good outcome after all..

We all know that wage hike scenario is gonna hit the entire plantation sector and mainly Te heavy plantations are affected on this. KGAL, KOTA are better off with these issues due to low exposure to tea. So it would've been good if we could analyse each segment contribution in coming qtrs..
We surely can give a low percentage of wages being high on Rubber and increase the Tea % as even if we apply the assumed figure on overall cost is not gonna happen in reality

However, we value the analysis and effort you've put on to it Wink Keep up the good work..

Aamiable


Vice President - Equity Analytics
Vice President - Equity Analytics
Hope KGAL recover soon.... stuck with KGAL

Hawk Eye

Hawk Eye
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
Laka. Appreciating your effort and for sharing it with us. Dont get discouraged, lets improve it

laka

laka
Senior Equity Analytic
Senior Equity Analytic
Thanks for all coments including Rajitha... I hope to publish my TJLL analysis on next monday... Happy Trading...

laka

laka
Senior Equity Analytic
Senior Equity Analytic
@glad wrote:Was arrears of gratuity adjustments considered?

Nop. This considers only recurring earnings. Gratuity Adjestment is extra ordinary/Non
re curing item.

Sponsored content


Back to top  Message [Page 1 of 1]

Permissions in this forum:
You cannot reply to topics in this forum