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

» LOLC HOLDINGS PLC (LOLC.N0000)
by David VKMS Today at 11:45 pm

» Daily Foreign Transactions
by Mr. X Today at 11:28 pm

» DIPD/HAYC/HAYL
by Sihas005 Today at 11:21 pm

» Fall seven times, stand up eight.What happened, has happened. Free your mind from it. Stock market for beginners
by Asoka Samarakone Today at 9:21 pm

» RICHARD PIERIS EXPORTS PLC (REXP.N0000)
by කොටස් වෙළඳපොළ2020 Today at 9:06 pm

» Leading brokers causing market downturn
by Jayashantha Today at 8:52 pm

» Unscripted daily drama.Traders are uncertain whether to buy or sell. Stock market for beginners
by Jayashantha Today at 8:40 pm

» GLAS will be winner with Super Gain.
by Promoney Today at 8:19 pm

» SRI LANKA TELECOM PLC (SLTL.N0000)
by KingKong Today at 7:35 pm

» ACCESS ENGINEERING ( AEL.N )
by subash81 Today at 7:01 pm

» OVERSEAS REALTY (CEYLON) PLC (OSEA.N000)
by Captain Today at 5:49 pm

» EXPOLANKA HOLDINGS PLC (EXPO.N0000)
by judecroos Today at 2:40 pm

» LITE.R - STOP THE MADNESS
by Big Bull Today at 12:59 pm

» RHL - CSE's most undervalued stock?
by Promoney Today at 12:09 pm

» Sunshine holding future potential
by keen Today at 10:37 am

» February the month of purification for the Colombo Stock Market
by samaritan Today at 9:47 am

» 5% down...
by Jana Today at 1:52 am

» LANKA ALUMINIUM INDUSTRIES PLC (LALU.N0000)
by Jana Today at 1:05 am

» The SIGNS of SRI LANKAN ECONOMIC RECOVERY
by dayandacool Yesterday at 9:39 pm

» Market Crash 2-23
by madukp Yesterday at 8:00 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™ » COLO versus DIMO and Other Motor Companies-Performance Comparison

COLO versus DIMO and Other Motor Companies-Performance Comparison

Go down  Message [Page 1 of 1]

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics
I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLODIMOSMOTUMLASHO
Sales(Rs.Mn)1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn)296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn)19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn)219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn)143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/201215.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS)18.67 5.96 14.95 11.20 22.32
NAV(Rs)168.55 522.31 82.67 62.25 390.00
Highest Price530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs)1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares9,124,3188,876,4376,033,62267,267,0843,620,843
Major Shareholder's Stake52.09%12.57%59.66%29.36%41.77%
CFLB 52.09%EPF 12.57%ITOCHU 59.66%Readywear 29.36%Lanka Leyland41.77%
Senthilkval 1.97%Pandithage FamilyR.M.NanayakkaraYaseen family43.25%CTB 0.86%
Senthi/S.bank15.36%29.60%20.00%Perpetuel 12.48%
Algama family8.53%
Public Holding30.43%46.94%10.10%30.12%2.77%

Your comments are welcome.

Slstock

Slstock
Director - Equity Analytics
Director - Equity Analytics
@Rajaraam wrote:
I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLODIMOSMOTUMLASHO
Sales(Rs.Mn)1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn)296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn)19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn)219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn)143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/201215.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS)18.67 5.96 14.95 11.20 22.32
NAV(Rs)168.55 522.31 82.67 62.25 390.00
Highest Price530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs)1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares9,124,3188,876,4376,033,62267,267,0843,620,843
Major Shareholder's Stake52.09%12.57%59.66%29.36%41.77%
CFLB 52.09%EPF 12.57%ITOCHU 59.66%Readywear 29.36%Lanka Leyland41.77%
Senthilkval 1.97%Pandithage FamilyR.M.NanayakkaraYaseen family43.25%CTB 0.86%
Senthi/S.bank15.36%29.60%20.00%Perpetuel 12.48%
Algama family8.53%
Public Holding30.43%46.94%10.10%30.12%2.77%

Your comments are welcome.

Very good effort. + Rep.

It is clear that most undervalued is now DIMO and then UML. However COLO has some other assets including land and a porfolio which made it attractive at one point. Now that COLO ran, I think it is time to concentrate on DIMO and UML. My pick still is DIMO though I have been holding it for too long.
Just think with PE of 10 DIMO is still clearly valued well over Rs 2000.

pathfinder

pathfinder
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
very good comparion.+rep. DIMO is stagnating too long due to over selling.it's time to move up.Hold on.

Aamiable


Vice President - Equity Analytics
Vice President - Equity Analytics
COLO... I missed the train.... Smile

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics
@Aamiable wrote:COLO... I missed the train.... Smile

Still you have a chance to catch another Bus(TATA/BENZ or MITSUBISHI ROSA)I believe .

Monster

Monster
Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@slstock wrote:
@Rajaraam wrote:
I have tabulated some important data with regard to motor trading companies based on mainly 2011 Q 1. Accounts.

Acoording to these figures DIMO and UML are undervalued compared to COLO and ASHO and SMOT .PE has calculated based on 2011/2011 annual EPS. That shows the higher PE values for COLO and ASHO indicating present status is overbought while recording the lowest PE of 5.96 by DIMO indicating its position as oversold.

COLO Versus DIMO and other Motor copanies-Performance Comparison
COLODIMOSMOTUMLASHO
Sales(Rs.Mn)1,199.40 7,244.60 440.00 3,730.70 3,033.60
Gross Profit(Rs.Mn)296.30 1,480.40 79.10 794.10 419.90
Other Income(Rs.Mn)19.20 16.30 22.01 10.30 30.50
Profit Before Tax(Rs.Mn)219.60 898.50 70.60 572.20 387.40
Profit After Tax(Rs.Mn)143.30 636.40 49.20 411.40 278.90
EPS-Q1.2011/201215.70 71.70 8.16 6.10 77.05
EPS-2010/2011Annual26.11 239.03 18.32 13.43 179.21
PE(Based on Last year EPS)18.67 5.96 14.95 11.20 22.32
NAV(Rs)168.55 522.31 82.67 62.25 390.00
Highest Price530.00 1,780.00 380.00 189.90 7,490.00
Lowest Price273.00 1,420.00 200.00 135.00 2,300.00
Dividend(Rs)1.50 51.00 5.00 3.25 30.00
Cash Rs.23.10+Script
dividend Rs.27.90
Total No Of Shares9,124,3188,876,4376,033,62267,267,0843,620,843
Major Shareholder's Stake52.09%12.57%59.66%29.36%41.77%
CFLB 52.09%EPF 12.57%ITOCHU 59.66%Readywear 29.36%Lanka Leyland41.77%
Senthilkval 1.97%Pandithage FamilyR.M.NanayakkaraYaseen family43.25%CTB 0.86%
Senthi/S.bank15.36%29.60%20.00%Perpetuel 12.48%
Algama family8.53%
Public Holding30.43%46.94%10.10%30.12%2.77%

Your comments are welcome.

Very good effort. + Rep.

It is clear that most undervalued is now DIMO and then UML. However COLO has some other assets including land and a porfolio which made it attractive at one point. Now that COLO ran, I think it is time to concentrate on DIMO and UML. My pick still is DIMO though I have been holding it for too long.
Just think with PE of 10 DIMO is still clearly valued well over Rs 2000.
I agree with slstock. COLO has assets and a portfolio apart from their core business. COLO was part of my portfolio. But I sold it recently and invested on DIMO and UML. I have plan to increase my stake in DIMO further. Presently COLO is overvalued to the currently market price. SMOT may move further up due to it's liquidity.

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics
@Aamiable wrote:COLO... I missed the train.... Smile

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
Good effort.. Keep it up Wink

Thanks to DIMO's script div, I have 4 shares of it now.. I'm thinking of keeping it for another 5yrs or so to make it a 100 Wink he hee.. Clearly an underdog in the motor sector and has a diverse product range to earn revenue as well..
Profits margins of Nano cant be that high but Nano deal might've added more revenue to their accounts due to the demand it has created..

COLO is not only a motor company, it has lands, investment portfolio so its a multi colored one now.. But its comes as a second investment to me in motor sector now..

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics
Yes Monster, DIMO's and UML's sales are increasing rapidly. In case of DIMO, they sell DIMO Batta to High value BENZ latest model. Very wide range of automobiles including cars,jeeps,cabs,trucks,buses and so on.In addition Construction,agricultural and material handling items and machinery sales too has largely contributed to the Q 1-revenue of current financial year with over Rs. 790 Mn sales. UML too have a wider range including mainly cars,jeeps,cabs,trucks, buses(not much)most recently Three wheelers and Motor cycles. Their Three wheeler (TVS) is the second market leader selling around 100,000 units per annum and contributing more than Rs 300 mn to UML's profit annualy. This is inccreasing rapidly and I guess current year Threee wheeler business will give them a remarkable return.



DIMO and UML wuold be very good fundamentaly strong counters I believe.

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics
Investors/Traders are still interested in COLO I believe. But DIMO and UML will be the future winners.

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics
@Rajaraam wrote:Investors/Traders are still interested in COLO I believe. But DIMO and UML will be the future winners.

Fully agree with you. COLO is subject of a play, by traders, with quicker profits. DIMO is a solid mid- to long-term investment, a safe place to put your money if you're willing to hold.

Fresher


Moderator
Moderator
first TATA NANO has caught fire.
if not for the politico's taxi service, sales would drop.
but since now it's automatically positioned as a taxi, it wont make much difference I guess

Market Sucker

Market Sucker
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@cse_investor wrote:
@Aamiable wrote:COLO... I missed the train.... Smile

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

wow,you are a real player Very Happy
you knew the crossing in early Very Happy ,i saw the same comments from you in the PCH case,you told that some takeover is yet to come at that time, Very Happy

thanks bro for your info Smile

cse_investor

cse_investor
Manager - Equity Analytics
Manager - Equity Analytics
@Market Sucker wrote:
@cse_investor wrote:
@Aamiable wrote:COLO... I missed the train.... Smile

It's not over yet. Rumor has it there'll be another decent crossing tomorrow or day after. Some HNWIs are still buying, which I rate as a good sign.

wow,you are a real player Very Happy
you knew the crossing in early Very Happy ,i saw the same comments from you in the PCH case,you told that some takeover is yet to come at that time, Very Happy

thanks bro for your info Smile

Thanks machang. The PCH thing took longer than I thought because of the negative market sentiment at that time. I'm glad it happened after all, especially after some people were considering my posts as manipulative. I don't promote stocks, I just share what I know and hear.

As for COLO, yes, I knew the volume would happen today, that's why I posted it yesterday. It's just that I had expected it as a crossing rather than a transaction on the floor. More to come I've heard, so let's watch and monitor this closely. Good luck.

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics
@Rajaraam wrote:
@Aamiable wrote:COLO... I missed the train.... Smile

Still you have a chance to catch another Bus(TATA/BENZ or MITSUBISHI ROSA)I believe .



Mitsubushi(UML) already started. It will go further up. Future value of this share and DIMO would be very much higher than the present market price.

Aamiable


Vice President - Equity Analytics
Vice President - Equity Analytics
COLO is a good share... by the time this was seen...gone up..might be able enter at a good level. financials on this sector are fine..

Rajaraam


Vice President - Equity Analytics
Vice President - Equity Analytics
Can we expect colo price uptrend further? Or DIMO and UML would take the baton for the second and third lap.

Sponsored content


Back to top  Message [Page 1 of 1]

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