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NEXT TILE, LWL, RCL

+3
Trend
SLFINANCEWATCH
Joe007
7 posters

Go down  Message [Page 1 of 1]

1NEXT  TILE, LWL, RCL Empty NEXT TILE, LWL, RCL Fri Nov 20, 2015 7:39 pm

real threat

real threat
Manager - Equity Analytics
Manager - Equity Analytics

NEXT THESE COMPANY  Question Question Question

2NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Fri Nov 20, 2015 7:57 pm

Joe007


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Not only TILE, LWL, RCL


CLPL
LLUB - may be a big drop
LIOC
CTC - revenue tax increased by 25%. May be a big drop.

3NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Fri Nov 20, 2015 8:15 pm

SLFINANCEWATCH

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

LIOC Will get a big favourable deal
Frm the govt..wait and see

4NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Fri Nov 20, 2015 8:21 pm

Joe007


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

If we are correct on the budget then LLUB & CTC are the big sufferers at the moment.

Tile sector is already dropped heavily and may drop a little more.

LIOC may go down.

5NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Sun Nov 22, 2015 12:26 am

Trend


Senior Equity Analytic
Senior Equity Analytic

Hi,

Has there been a downward Revision of taxes for imported tiles?

I cant seem to find any mention of it. According to this Capital alliance Research they are expecting only minor impacts for RCL.

IMPLICATIONS TO LISTED CORPORATES
Royal Ceramics [RCL LKR 112.9; Market Cap USD 87mn; 6mos ADTO USD 65k; BUY] – Gov’t has removed the relevant sector from the BOI negative list. New construction work can utilize 100% imports vs. 80% previously. However, CAL does not anticipate a significant impact greater than what has been factored in our assumptions. RCL’s products currently avg. 30%+ vs. imports and the company remains successful, in an environment with reduced construction. 1HFY16 revenue was up 12.9% to LKR 11bn and profit 106% YoY LKR 1.2bn. CAL anticipates RCL’s market share to fall to c.34% by FY18E from c.55% in FY14.

If anyone has any information regarding this please share.. Smile

6NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Mon Nov 23, 2015 11:23 am

real threat

real threat
Manager - Equity Analytics
Manager - Equity Analytics

I think good time to enter RCL good for Short Term Very Happy

7NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Mon Nov 23, 2015 12:09 pm

real threat

real threat
Manager - Equity Analytics
Manager - Equity Analytics

Look selling side only sell panic peoples RCL & LWL pirat pirat

8NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Mon Nov 23, 2015 1:47 pm

glad


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

I am holding on to my tiles and LLubs because of their dividend policy and management.
Best of Luck

judecroos likes this post

9NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Mon Nov 23, 2015 1:52 pm

nis2010


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

හැමෝම  සෙලින් සෙලින්  කියල  උඩින්  විකුණලා  යටින් බයි  කරනවා  වගේ  Very Happy

judecroos likes this post

10NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Mon Oct 19, 2020 10:10 am

subash81


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

Good time ahead for all three due to construction boom and import restrcition

judecroos likes this post

11NEXT  TILE, LWL, RCL Empty Re: NEXT TILE, LWL, RCL Fri Oct 23, 2020 9:02 am

subash81


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

LWL came down below 80 this will reach 100 with good report for September

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