Is it time to go behind tea stocks?

VALUEPICK · 1 Is it time to go behind tea stocks? Mon Jun 22, 2015 11:48 pm

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http://allafrica.com/stories/201506210177.html

Kenya: Tea Auction Prices Post Highest Six Month Mark

IMF also forecasted recover in tea prices from 2015.

Is it wise to wait until next quarter?

nimantha80 · 2 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 5:12 am

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help coming from exchange rate as well

Nuwan Prasad · 3 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 6:42 am

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http://www.randora.lk/index.php/markets/corporate-news-announcements/item/3969-t-senthilverl-%E0%B6%AD%E0%B7%9A-%E0%B6%BB%E0%B7%83-%E0%B7%80%E0%B7%90%E0%B6%A9%E0%B7%92-%E0%B6%9A%E0%B6%BB%E0%B6%BA%E0%B7%92

anjelo · 4 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 9:14 am

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If there is a tea rally, keep an eye on HVA as well. they export tea and value added tea, they have won three national awards for 2014 as well. the HVA share price is at low levels now.
easily 10 - 11 levels reachable. I have kept a good eye on this share and gained so much from this.
recommend this share for short to mid term trades. very good buy price range 8.20 to 8.50.
if it passes 9.20 the a rally would start.

samaritan · 5 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:42 am

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HVA enjoys a strong niche market in the tea sector and Company turnaround is on the cards.

anjelo · 6 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:50 am

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yes turn around is on the cards.
people who can invest for a mid term plan can profit more than 30%

anjelo · 7 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 1:05 pm

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HVA, over 1 million shares traded today

VALUEPICK · 8 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 3:54 pm

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There will be light at the end of the tunnel for tea stocks. They will never stay low for a long period. Tea prices can have volatility but it cannot stay below the cost level for a long period.

soileconomy · 9 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 7:59 pm

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There are good positive factors for the tea industry.Improved and most wanted foreign currency will give benefit to the country and industry. Relaxation of Iranian sanctions will improve tea exports. Promotions done by tea board will yield results through non traditional markets.

nimantha80 · 10 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 8:14 pm

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both tea and rubber plantations are leading the way in 52 week low list.except for WATA and TPL others are not doing well and gives dividends.The glory days wont come again where KGAL traded 250 and NAMU,KVAL were flying.With negative eps theres hardly a dividend.

jayathu · 11 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:21 pm

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WATA TPL ELPL will do well, look at there eps nav P/E ratio levels. I expect these shares to make a big run within a yr. look at Elpl eps level during worst tym fr plantation is around 4. I expect this to increase to 6-8 levels if tea industry rebounds cause 75% of its revenue generated from tea plantation.

gayanath · 12 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:23 pm

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my share is TPL,,,wow amzing. see the quarterly report

Gainer · 13 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:24 pm

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ELPL profit sure

soileconomy · 14 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 8:31 am

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To be honest I am collecting Bogawanthalawa plantation.but it is mid term investment.

nimantha80 · 15 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:09 pm

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yesterday heard a news that workers demanding 1000 per day.

gayanath · 16 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:11 pm

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TPL best hidden gem...

soileconomy · 17 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:24 pm

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[quote="nimantha80"]yesterday heard a news that workers demanding 1000 per
That is the most worrying factor in the industry and it is highly connected to politics.Employers are in the view of productivity should be link to the work output.if so then good for the industry

nimantha80 · 18 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:36 pm

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soileconomy wrote:

nimantha80 wrote:yesterday heard a news that workers demanding 1000 per
That is the most worrying factor in the industry and it is highly connected to politics.Employers are in the view of productivity should be link to the work output.if so then good for the industry

their demands are backed by politicians like digambaram who can make political changes.So demands can't be ignored.

samaritan · 19 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 3:16 pm

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nimantha80 wrote:

soileconomy wrote:

nimantha80 wrote:yesterday heard a news that workers demanding 1000 per
That is the most worrying factor in the industry and it is highly connected to politics.Employers are in the view of productivity should be link to the work output.if so then good for the industry

their demands are backed by politicians like digambaram who can make political changes.So demands can't be ignored.

Two key Ministry portfolios to Thonda & Diga problem solved! These are known as quick fix.

VALUEPICK · 20 Re: Is it time to go behind tea stocks? Thu Jun 25, 2015 11:50 am

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I believe sometimes there may be splits in plantations stocks such as NAMU, KGAL and MPRH. In the past we saw hardly any liquidity in stocks such as WATA and SUN before their splits. I also believe just like Kenyan auction tea prices we should see improved auction prices for Indian and Sri-Lankan tea as well. As I said before tea prices cannot stay below the cost of production for a long period. If that happen, remaining tea producers also will stop their tea business and there will be severe shortage in tea globally.

peacockman · 21 Re: Is it time to go behind tea stocks? Thu Jun 25, 2015 12:19 pm

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Dear Valuepick,
Could you suggest which shares of Tea Sector may rise up?

VALUEPICK · 22 Re: Is it time to go behind tea stocks? Thu Jun 25, 2015 3:38 pm

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Dear Peacockman

Some industries are cyclical. Some are not cyclical. It is wise to keep stocks in both types of cyclicals to get benefit from different types of cyclicals. Those days MASK was top price mover in the tea sector. WATA outperformed all others in good and bad times in one period. Later KOTA, NAMU, KVAL and KGAL took leading positions in the plantation sector mainly due to higher rubber prices then. Have a comparison in this sector. Then you can find stocks which can have more value. I believe both TPL and MPRH could have more upside potential due to attractive value when compare with other stocks. Both TPL and MPRH (Management Company of Bagawantalawa plantations) have some of the best high quality tea in the world and they should get premium prices for their tea in the future.

We have to do more study. It is time to follow tea prices closely. We should see recovery in tea prices in this year. In Kenya, tea prices bottomed out in the later part of 2014 and now they are getting attractive tea prices. I believe this trend should follow in Indian and Sri-Lanka market as well. Up to May there is 11% drop in global tea output. Inventory level should go down towards end of this year and in 2016. There could be some weather issues in tea growing areas in Kenya and India. Finally still we haven’t seen the longest bull market for tea. The USA should drive the tea prices in the coming decade. Starbucks will do revolution in tea in the coming decade. There will be day for tea. It is an emerging commodity in the world. Have some study. Don’t buy and sell stocks without any valid reasons. It is better to buy stocks in pullback unless they are in very bullish mood which can break their all time high again and again. Finally all tea stocks will go up when we see higher tea prices. Before buying tea stocks have a study on the cost of production and future trends in the global tea market. On valuation some tea stocks are attractive.

Good luck!

peacockman · 23 Re: Is it time to go behind tea stocks? Fri Jun 26, 2015 8:35 am

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VALUEPICK wrote:Dear Peacockman

........ Don’t buy and sell stocks without any valid reasons. It is better to buy stocks in pullback unless they are in very bullish mood which can break their all time high again and again. Finally all tea stocks will go up when we see higher tea prices. Before buying tea stocks have a study on the cost of production and future trends in the global tea market. On valuation some tea stocks are attractive.

Good luck!

Thanks a lot Dear V.P for your valuable advice! I'll follow your advice!

hettdas · 24 Re: Is it time to go behind tea stocks? Fri Jun 26, 2015 9:50 am

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If tea prices up BIL & FLCH also have a good future ahead.

VALUEPICK · 25 Re: Is it time to go behind tea stocks? Thu Jul 02, 2015 4:30 pm

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It is time to study accumulation pattern of tea stocks including tea prices chart in the coming weeks and months.

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Is it time to go behind tea stocks?

1 Is it time to go behind tea stocks? Mon Jun 22, 2015 11:48 pm

VALUEPICK

2 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 5:12 am

nimantha80

3 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 6:42 am

Nuwan Prasad

4 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 9:14 am

anjelo

5 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:42 am

samaritan

6 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:50 am

anjelo

7 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 1:05 pm

anjelo

8 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 3:54 pm

VALUEPICK

9 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 7:59 pm

soileconomy

10 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 8:14 pm

nimantha80

11 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:21 pm

jayathu

12 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:23 pm

gayanath

13 Re: Is it time to go behind tea stocks? Tue Jun 23, 2015 10:24 pm

Gainer

14 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 8:31 am

soileconomy

15 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:09 pm

nimantha80

16 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:11 pm

gayanath

17 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:24 pm

soileconomy

18 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 12:36 pm

nimantha80

19 Re: Is it time to go behind tea stocks? Wed Jun 24, 2015 3:16 pm

samaritan

20 Re: Is it time to go behind tea stocks? Thu Jun 25, 2015 11:50 am

VALUEPICK

21 Re: Is it time to go behind tea stocks? Thu Jun 25, 2015 12:19 pm

peacockman

22 Re: Is it time to go behind tea stocks? Thu Jun 25, 2015 3:38 pm

VALUEPICK

23 Re: Is it time to go behind tea stocks? Fri Jun 26, 2015 8:35 am

peacockman

24 Re: Is it time to go behind tea stocks? Fri Jun 26, 2015 9:50 am

hettdas

25 Re: Is it time to go behind tea stocks? Thu Jul 02, 2015 4:30 pm

VALUEPICK

26 Re: Is it time to go behind tea stocks?

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