The Investor Sentiment - Equity and investments forum for Sri Lankans
Search
 
 

Display results as :
 


Rechercher Advanced Search

Latest topics
» Thread for News on CSE and SL Economy
Today at 12:07 pm by ruwan326

» Trading Journal
Today at 5:53 am by serene

» LDEV - Lankem Developments
Fri Jan 18, 2019 2:11 pm by ruwan326

» AMF.N0000
Fri Jan 18, 2019 8:34 am by serene

» අනං මනං! #/+?.<>
Fri Jan 18, 2019 5:04 am by Ethical Trader

» REXP.N0000 ( RICHARD PIERIS EXPORTS PLC)
Fri Jan 18, 2019 1:14 am by serene

» MTD WALKERS - KAPI
Thu Jan 17, 2019 6:50 pm by dhanurrox

» විශිෂ්ඨ සිල්ලර වෙළෙන්දෙකුගේ ජීවිත කතාව
Thu Jan 17, 2019 12:15 pm by Ethical Trader

» Flying is the Safest mode of Transport
Thu Jan 17, 2019 6:37 am by කිත්සිරි ද සිල්වා

» AAIC.N0000
Wed Jan 16, 2019 9:50 pm by serene

» இனிய பொங்கல்
Tue Jan 15, 2019 9:15 pm by nihal123

» DIPD.N0000 (Dipped Products)
Tue Jan 15, 2019 8:18 pm by PANTOMATH

» HUNA.N0000
Mon Jan 14, 2019 5:29 pm by Ethical Trader

» Blessing in Disguise!! It's high time Brothers!!
Sun Jan 13, 2019 11:35 am by serene

» Thread for News on Local and Foreign Politics
Sat Jan 12, 2019 8:26 am by ruwan326

» LLUB.N0000 (CHEVRON LUBRICANTS LANKA PLC)
Thu Jan 10, 2019 8:45 pm by PANTOMATH

» කෝටි 4620 ක බැඳුම්කර නීතියට පිටින් ශ‍්‍රී ලංකන්ට දීලා
Mon Jan 07, 2019 6:18 pm by Ethical Trader

» JINS.N0000 ( Janashakthi Insurance PLC)
Sun Jan 06, 2019 1:12 pm by smallville

» Dividend Announcement
Sun Jan 06, 2019 4:28 am by serene

» Thread for News on International Markets
Fri Jan 04, 2019 9:40 am by The Invisible

» අවුරුද්ද අප කයි - අපි අවුරද්ද කමු (ජනවාරි පළමුවැනිදා)
Tue Jan 01, 2019 6:23 pm by malanp

» සැන්ඩි එපා!
Tue Jan 01, 2019 6:01 pm by serene

» අසිරිමත් සුබ නව වසරකට ආසිරි !
Tue Jan 01, 2019 5:08 pm by PANTOMATH

» SHL.N0000 (Softlogic Holdings PLC)
Mon Dec 31, 2018 6:04 pm by EBHRAHIMCANADA

»  වසරක කාලය තුළ ඉන්දියාවේ ඉහළම ආදායම් ලාභීන්
Mon Dec 31, 2018 2:47 am by nihal123

» අයදුමේ දී ඡායාරූප ‘ඇලවීම‘ අවශ්‍ය නැති ජාතික හැඳුනුම්පත ජනවාරි 01 සිට දිවයිනටම
Sun Dec 30, 2018 9:37 pm by lanka

» මැදපෙරදිගට පමණක්‘ පාස්පෝට් මින් ඉදිරියට නැහැ
Thu Dec 27, 2018 5:18 pm by Ethical Trader

» BFN - Orient Finance
Wed Dec 26, 2018 6:53 pm by serene

» Wishing Everyone a Happy Christmas !
Wed Dec 26, 2018 7:27 am by spw19721

» Happy Birthday
Tue Dec 25, 2018 11:13 am by sashimaal

» COMB.N0000 ( COMMERCIAL BANK OF CEYLON PLC )
Fri Dec 21, 2018 9:41 am by The Invisible

» In the Meantime, Within Our Shores !
Thu Dec 20, 2018 9:44 am by කිත්සිරි ද සිල්වා

» Buy International English Language Testing System (IELTS) in jordan((WhatsApp:+237675967490))
Mon Dec 17, 2018 10:55 am by nihal123

» AINS - Arpico Insurance
Thu Dec 13, 2018 10:43 am by The Invisible

» CFVF - First Capital
Thu Dec 13, 2018 5:18 am by Ethical Trader

» Obituary Notice.
Wed Dec 12, 2018 11:18 am by sashimaal

» බඩගිනී
Tue Dec 11, 2018 9:20 am by Ethical Trader

»  Rajgama heroes !
Sun Dec 09, 2018 9:43 am by කිත්සිරි ද සිල්වා

» BOPL.N0000 (Bogawantalawa Tea Estates PLC)
Fri Dec 07, 2018 7:35 am by The Invisible

» Sri Lanka economic slowdown trims company profits, bank earnings grow
Thu Dec 06, 2018 3:04 pm by nihal123

» Better Than Bitcoin
Thu Dec 06, 2018 9:42 am by කිත්සිරි ද සිල්වා

» Hutchison, Etisalat complete mobile networks merger in Sri Lanka
Wed Dec 05, 2018 9:30 am by The Invisible

» Oil prices surge more than 5-pct
Mon Dec 03, 2018 1:53 pm by Ethical Trader

» CCS.N0000 ( Ceylon Cold Stores)
Mon Dec 03, 2018 10:03 am by The Invisible

» HAYC - Haycarb
Sun Dec 02, 2018 3:04 pm by xmart

» LGL Laugfs Gas
Fri Nov 30, 2018 9:43 am by The Invisible

» Oil prices gain as investors eye Fed relief on interest rates
Fri Nov 30, 2018 9:41 am by The Invisible

» ලැයිස්තුගත සමාගම් 8 ක් කොටස් ගනුදෙනු තහනම් වීමේ අවදානමක
Thu Nov 29, 2018 11:34 am by nihal123

» අපි තනිකර ලෝකය දිව යන්නේ
Thu Nov 29, 2018 11:32 am by කිත්සිරි ද සිල්වා

» NDB.N0000 (NATIONAL DEVELOPMENT BANK PLC)
Thu Nov 29, 2018 10:32 am by The Invisible

January 2019
SunMonTueWedThuFriSat
  12345
6789101112
13141516171819
20212223242526
2728293031  

Calendar Calendar

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

Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Go down

Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by The Invisible on Tue Apr 17, 2018 10:32 pm

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

Posts : 877
Join date : 2016-11-28
Age : 39

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by The Invisible on Tue Apr 17, 2018 10:39 pm

The interesting observation is that though the volume has declined by 1.4% the value still up by 2.5%. This is mainly due to the average price increase YoY quarterly.

The key takeaway would be when the volume goes down the cost of sales going down and when the prices have increased then it will directly improve the gross profit margin of the companies.

In conclusion we can expect the plantation sector (mainly tea) to record growth in revenue in Q1 18 YoY and gross profit increasing YoY. If the operating costs were managed similar to last quarter then good plantations should record good growth in earnings in Q1 18 YoY.

My key hopes are TPL, MAL, MASK, LDEV, KVAL, UDPL, HPL & ELPL.
avatar
The Invisible

Posts : 877
Join date : 2016-11-28
Age : 39

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by yellow knife on Wed Apr 18, 2018 7:19 am

Thanks Invisible ++

yellow knife
Top contributor
Top contributor

Posts : 6137
Join date : 2014-03-27

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by spw19721 on Wed Apr 18, 2018 8:42 pm

thanks
avatar
spw19721
Active Member
Active Member

Posts : 501
Join date : 2015-08-22

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by The Invisible on Wed Apr 18, 2018 9:44 pm

Some high level estimates based on my assumptions are given below. If they prove to be correct then we should see plantation sector stocks start moving towards their 52W high recorded last year.
[You must be registered and logged in to see this link.]
avatar
The Invisible

Posts : 877
Join date : 2016-11-28
Age : 39

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by yellow knife on Thu Apr 19, 2018 7:23 am

Lucky to have a writer who is also interested in Plantations. However since all above plantation companies are not purely depending on tea we have to look at commodity prices of Rubber as well as Palm Oil.

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

yellow knife
Top contributor
Top contributor

Posts : 6137
Join date : 2014-03-27

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by The Invisible on Thu Apr 19, 2018 1:10 pm

Majority are specifically tea except for KVAL & ELPL. However ELPL and KVAL too have a huge exposure to tea other than Rubber & Palm Oil. KVAL made the super result in Jan-March period of 2017 courtesy to Tea boom and this time too I expect a repeat.
avatar
The Invisible

Posts : 877
Join date : 2016-11-28
Age : 39

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by yellow knife on Thu Apr 19, 2018 1:34 pm

Thanks Invisible

yellow knife
Top contributor
Top contributor

Posts : 6137
Join date : 2014-03-27

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by Senarath67 on Fri Apr 20, 2018 11:38 am

The Invisible,Thank you very much for your analysis.

Senarath67

Posts : 46
Join date : 2016-08-26

Back to top Go down

Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

Post by lanka on Sun Apr 22, 2018 11:40 am

Thank you, dear Invisible

lanka

Posts : 430
Join date : 2014-11-26

Back to top Go down

Back to top


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