The Investor Sentiment - Equity and investments forum for Sri Lankans

Join the forum, it's quick and easy

The Investor Sentiment - Equity and investments forum for Sri Lankans
The Investor Sentiment - Equity and investments forum for Sri Lankans
Would you like to react to this message? Create an account in a few clicks or log in to continue.
Please send an email to contact.lankaninvestor@gmail.com if you face any technical difficulties when posting
Search
Display results as :
Advanced Search
Latest topics
CCS.N0000 ( Ceylon Cold Stores)Wed Mar 20, 2024 11:31 amHawk Eye
When Will It Be Safe To Invest In The Stock Market Again?Wed Apr 19, 2023 6:41 amකිත්සිරි ද සිල්වා
Dividend AnnouncementsWed Apr 12, 2023 5:41 pmකිත්සිරි ද සිල්වා
MAINTENANCE NOTICE / නඩත්තු දැනුම්දීමThu Apr 06, 2023 3:18 pmකිත්සිරි ද සිල්වා
SEYB.N0000 (Seylan Bank PLC)Thu Mar 30, 2023 9:25 amyellow knife
The Korean Way !Wed Mar 29, 2023 7:09 amකිත්සිරි ද සිල්වා
In the Meantime Within Our Shores! Mon Mar 27, 2023 5:51 pmකිත්සිරි ද සිල්වා
What is Known as Dementia?Fri Mar 24, 2023 10:09 amකිත්සිරි ද සිල්වා
SRI LANKA TELECOM PLC (SLTL.N0000)Mon Mar 20, 2023 5:18 pmකිත්සිරි ද සිල්වා
THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)Mon Mar 20, 2023 5:10 pmකිත්සිරි ද සිල්වා
Equinox ( වසන්ත විෂුවය ) !Mon Mar 20, 2023 4:28 pmකිත්සිරි ද සිල්වා
COMB.N0000 (Commercial Bank of Ceylon PLC)Sun Mar 19, 2023 4:11 pmකිත්සිරි ද සිල්වා
REXP.N0000 (Richard Pieris Exports PLC)Sun Mar 19, 2023 4:02 pmකිත්සිරි ද සිල්වා
RICH.N0000 (Richard Pieris and Company PLC)Sun Mar 19, 2023 3:53 pmකිත්සිරි ද සිල්වා
Do You Have Computer Vision Syndrome?Sat Mar 18, 2023 7:36 amකිත්සිරි ද සිල්වා
LAXAPANA BATTERIES PLC (LITE.N0000)Thu Mar 16, 2023 11:23 amකිත්සිරි ද සිල්වා
What a Bank Run ?Wed Mar 15, 2023 5:33 pmකිත්සිරි ද සිල්වා
104 Technical trading experiments by HUNTERWed Mar 15, 2023 4:27 pmkatesmith1304
GLAS.N0000 (Piramal Glass Ceylon PLC)Wed Mar 15, 2023 7:45 amකිත්සිරි ද සිල්වා
Cboe Volatility Index Tue Mar 14, 2023 5:32 pmකිත්සිරි ද සිල්වා
AHPL.N0000Sun Mar 12, 2023 4:46 pmකිත්සිරි ද සිල්වා
TJL.N0000 (Tee Jey Lanka PLC.)Sun Mar 12, 2023 4:43 pmකිත්සිරි ද සිල්වා
CTBL.N0000 ( CEYLON TEA BROKERS PLC)Sun Mar 12, 2023 4:41 pmකිත්සිරි ද සිල්වා
COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))Fri Mar 10, 2023 4:43 pmyellow knife
Bitcoin and Cryptocurrency Fri Mar 10, 2023 1:47 pmකිත්සිරි ද සිල්වා
CSD.N0000 (Seylan Developments PLC)Fri Mar 10, 2023 10:38 amyellow knife
PLC.N0000 (People's Leasing and Finance PLC) Thu Mar 09, 2023 8:02 amකිත්සිරි ද සිල්වා
Bakery Products ?Wed Mar 08, 2023 5:30 pmකිත්සිරි ද සිල්වා
NTB.N0000 (Nations Trust Bank PLC)Sun Mar 05, 2023 7:24 amකිත්සිරි ද සිල්වා
Going South Sat Mar 04, 2023 10:47 amකිත්සිරි ද සිල්වා
When Seagulls Follow the TrawlerThu Mar 02, 2023 10:22 amකිත්සිරි ද සිල්වා
Re-activatingSat Feb 25, 2023 5:12 pmකිත්සිරි ද සිල්වා
SAMP.N0000 (Sampath Bank PLC)Wed Nov 30, 2022 8:24 amකිත්සිරි ද සිල්වා
APLA.N0000 (ACL Plastics PLC)Fri Nov 18, 2022 7:49 amකිත්සිරි ද සිල්වා
AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.Wed Nov 16, 2022 9:28 pmකිත්සිරි ද සිල්වා
Banks, Finance & Insurance Sector ChartTue Nov 15, 2022 5:26 pmකිත්සිරි ද සිල්වා
VPEL.N0000 (Vallibel Power Erathna PLC)Sun Nov 13, 2022 12:15 pmකිත්සිරි ද සිල්වා
DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.Mon Nov 07, 2022 6:36 pmකිත්සිරි ද සිල්වා
WATA - WatawalaSat Nov 05, 2022 8:44 amකිත්සිරි ද සිල්වා
KFP.N0000(Keels Food Products PLC)Sat Nov 05, 2022 8:42 amකිත්සිරි ද සිල්වා
Capital Trust Broker in difficulty?Fri Oct 21, 2022 5:25 pmකිත්සිරි ද සිල්වා
IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?Thu Oct 20, 2022 10:13 amකිත්සිරි ද සිල්වා
What Industry Would You Choose to Focus?Tue Oct 11, 2022 6:39 pmකිත්සිරි ද සිල්වා
Should I Stick Around, or Should I Follow Others' Lead?Tue Oct 11, 2022 9:07 amකිත්සිරි ද සිල්වා
DV-2024 Program: Online RegistrationThu Oct 06, 2022 11:26 amකිත්සිරි ද සිල්වා
Disclaimer


Information posted in this forum are entirely of the respective members' personal views. The views posted on this open online forum of contributors do not constitute a recommendation buy or sell. The site nor the connected parties will be responsible for the posts posted on the forum and will take best possible action to remove any unlawful or inappropriate posts.
All rights to articles of value authored by members posted on the forum belong to the respective authors. Re-using without the consent of the authors is prohibited. Due credit with links to original source should be given when quoting content from the forum.
This is an educational portal and not one that gives recommendations. Please obtain investment advises from a Registered Investment Advisor through a stock broker

HAYL.N0000 Hayleys PLC

+11
ruwan326
The Invisible
PANTOMATH
balapas
Backstage
xmart
CK
chutiputha
pathfinder
Ethical Trader
yellow knife
15 posters
Go down
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 5:33 pm
Message reputation : 100% (5 votes)
Its very difficult to find a good company's share price trading below net asset value..As per Halyle's annual report Net Asset value is Rs 388.05 but today's market value ( 4th August 2015) is 349.80.. Thus Hayley's at current price level is very attractive for a long term player... But traders need not rush as HAYL history shows similar situations earlier as well

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 5:35 pm
Message reputation : 100% (3 votes)
Revenue of the company fit into the trend line and amazingly the revenue growth if compounded for last ten years grow at a rate above 14%

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 5:36 pm
Message reputation : 100% (3 votes)
EPS also show a sound value

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 5:38 pm
Message reputation : 100% (4 votes)
Like many other long standing companies the dividend payout remains low compared to earnings..

[You must be registered and logged in to see this image.]
Ethical Trader
Ethical Trader
Top contributor
Top contributor
Posts : 5568
Join date : 2014-02-28

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 5:39 pm
Interesting YK, thanks.
Ethical Trader
Ethical Trader
Top contributor
Top contributor
Posts : 5568
Join date : 2014-02-28

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 5:41 pm
Must check whether there had been any re-valuation of assets recently.
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 6:33 pm
Message reputation : 100% (2 votes)
2011 was a year of bubble in our stock market...

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 6:35 pm
Message reputation : 100% (2 votes)
As Walter Disney used to say IT IS DIFFICULT TO COMPARE BETWEEN ONE...

So lets evaluate Hayleys with another similar giant Aitken Spence

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 6:36 pm
Message reputation : 100% (1 vote)
From 2008 onwards Hayleys show the difference and as Hal as pointed out in Aitken Spence is not that much aggressive
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 04, 2015 6:37 pm
Message reputation : 100% (2 votes)
Another comparison of Aitken Spence with Hayleys using PAT

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Wed Aug 05, 2015 5:38 pm
Message reputation : 100% (1 vote)
Like Aitken Spence, Hayleys too have operations out of Sri Lanka.

Hayleys own manufacturing plants in Indonesian and Thailand. Its marketing operations cover Australia, India, Bangladesh, Italy, Japan , The Netherlands, Uk and USA.

The group accounts for 2.9% of Sri Lankas exports income, and 3.9% of tea and 3.4% of rubber production.
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Wed Aug 05, 2015 5:44 pm
Message reputation : 100% (4 votes)
1878- Company was founded by Charles Pickering Hayley

1973 pioneered manufacture of coconut shell based activated carbon in Sri Lanka - Haycarb Ltd

1976 pioneered in rubber gloves manufacturing with Dipped Products and now 5th top non medical gloves manufacturer of the world

1991 Group entered into leisure and plantation sectors

2011 Group purchased Alumex Ltd and now the leading manufacturer of aluminum profiles.
pathfinder
pathfinder
Top contributor
Top contributor
Posts : 1450
Join date : 2014-02-23

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Wed Aug 05, 2015 6:00 pm
Message reputation : 100% (1 vote)
Thanks YK,This big boy is a sleeping giant,will have his time Very Happy
chutiputha
chutiputha
Top contributor
Top contributor
Posts : 1948
Join date : 2014-11-09
Age : 37
Location : SL

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Wed Aug 05, 2015 6:09 pm
Thank U YK Sir..Really worth and Countable analysis..
chutiputha
chutiputha
Top contributor
Top contributor
Posts : 1948
Join date : 2014-11-09
Age : 37
Location : SL

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Mon Aug 10, 2015 11:36 pm
Message reputation : 100% (2 votes)
Hayleys  Result Out for Last Quarter

[You must be registered and logged in to see this image.]

[You must be registered and logged in to see this link.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Aug 11, 2015 8:12 am
Message reputation : 100% (3 votes)
Thanx Chuti for quarter analysis

Hayleys earnings has gone up amidst less contribution from plantation sector..

If you buy TPL you would get 10% return on dividends but only if TPL perform well..

But Hayleys consist of many industries thus failing of one industry will not affect to your dividend. But dividend yield is not high like TPL

HIGHER THE RISK HIGHER THE REWARD..
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Nov 10, 2015 8:57 am
Message reputation : 100% (4 votes)
Hayleys posts Rs 2.7 Billion Pre tax profit in first Half.

The amazing realization is agricultural sector is making profit. Mind you  the word Agricultural sector and not Plantation sector.. That's because it consist export oriented crops like Sea-Weed...

[You must be registered and logged in to see this image.]

Potential of Sea-weed farming

[You must be registered and logged in to see this link.]

This is the beauty of Chaebol like companies.. They are export oriented.

Time to watch Sea-Weed Billionaire moive of Thailand.

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Dec 01, 2015 9:41 am
Message reputation : 100% (1 vote)
Mr. Dammika Perera purchases shares and ups his stake to reach  above 50% of the Company.

[You must be registered and logged in to see this link.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Mon Dec 28, 2015 9:07 am
Message reputation : 100% (1 vote)
Crushing Crony Capitalists have become a hobby of Yahapalana Ministers. In this back drop Planters Association Chairman Roshan Rajadurai state following.

Source : [You must be registered and logged in to see this link.]


Higher Education and Highways Minister Lakshman Kiriella has asked to hand over their estates if wages of workers were not increased, noting that there was a plethora foreign investors who wish to invest in the industry. Kiriella also alleged companies conceal their profits to avoid a wage increase adding that the increasing land mass has led to an unmanageable situation for the plantation owners.


RPC Chairman Roshan Rajadurai mention Hayley's and that Sri Lankan plantation sector  cannot be even quoted as a Monopoly...

“For example the Hayleys Group which is one of the bigger companies in the industry has estates of about 3000 hectares each for tea and rubber. We have far too many estates and factories comparative to other economies. In other countries for 3000 hectares they only have one factory, hospital and office. In Sri Lanka for the same land volume we have about 10 or 12 estates, which mean 10 factories, hospitals and other facilities,” he added
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Mar 15, 2016 9:26 am
Hayleys has acquired 75% of Fentons Ltd.

[You must be registered and logged in to see this link.]
chutiputha
chutiputha
Top contributor
Top contributor
Posts : 1948
Join date : 2014-11-09
Age : 37
Location : SL

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Tue Mar 15, 2016 11:19 am
Go(o)d with DP..Smile
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Thu Jul 21, 2016 2:57 pm
Message reputation : 100% (1 vote)
Hayleys was proud to say 14% annualized growth on YoY basis in last annual report, but sadly miss this success story in 2015/16 and drop of plantation sector and Dipd affected to this loss of revenue around 13 Billion to fit into the straight line of Revenue Growth.

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Thu Jul 21, 2016 2:58 pm
Message reputation : 100% (2 votes)
EPS improved steadily.

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Thu Jul 21, 2016 3:00 pm
Message reputation : 100% (1 vote)
Company has increased its dividends as it has increased its earnings.

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

Thu Jul 21, 2016 3:03 pm
Message reputation : 100% (2 votes)
Haylyes which grew by Billions on YoY basis record a minus figure this year...

[You must be registered and logged in to see this image.]


2016201520142013201220112010200920082007
Revenue Growth -287,18212,083,2566,176,7578,495,13811,436,50716,200,8715,727,0371,115,7163,741,9573,572,828


Last edited by yellow knife on Thu Jul 21, 2016 3:04 pm; edited 1 time in total
Back to top
Permissions in this forum:
You cannot reply to topics in this forum