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ACL CABLES PLC-Research Report-2014

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ACL CABLES PLC-Research Report-2014

Post by CSE.SAS on Tue Oct 07, 2014 3:05 pm

ACL Cables PLC is currently trading at a deep discount to it’s Net Asset Value (NAV) with a strong balance sheet and sustains ease of interest coverage. Prevalent growth in the domestic economy and concurrent infrastructure development is consistently opening new avenues of income for ACL. Away from the bounds of Sri Lanka, ACL has shown continuous increase in export sales attributable to it’s marketing ability, product quality and international standard R&D. Due to the above and more supportive data included in the report, GIH Capital assumes a position where the intrinsic value of a share of ACL should be pegged in the range of Rs. 92-102

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Re: ACL CABLES PLC-Research Report-2014

Post by smallville on Tue Oct 07, 2014 5:22 pm

CSE.SAS - Any research u can find on CFVF, CSEC?

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Re: ACL CABLES PLC-Research Report-2014

Post by pathfinder on Tue Oct 07, 2014 8:28 pm

Thanks CSE.SAS,a good one
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Re: ACL CABLES PLC-Research Report-2014

Post by CSE.SAS on Tue Oct 07, 2014 10:39 pm

smallville wrote:CSE.SAS - Any research u can find on CFVF, CSEC?

Dear Smallville

I don't have report on CFVF and CSEC.

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Re: ACL CABLES PLC-Research Report-2014

Post by Leon on Tue Oct 07, 2014 11:06 pm

smallville wrote:CSE.SAS - Any research u can find on CFVF, CSEC?

I tried with my broker also. But they too don't have any reports on CFVF,ESL or CSEC.
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Re: ACL CABLES PLC-Research Report-2014

Post by CSE.SAS on Tue Oct 07, 2014 11:50 pm

Leon wrote:
smallville wrote:CSE.SAS - Any research u can find on CFVF, CSEC?

I tried with my broker also. But they too don't have any reports on CFVF,ESL or CSEC.

No one willing to do reports now a days Smile

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Re: ACL CABLES PLC-Research Report-2014

Post by jonta999 on Wed Oct 08, 2014 5:31 am

Thanks CSE.SAS.


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Re: ACL CABLES PLC-Research Report-2014

Post by CSE.SAS on Thu Oct 09, 2014 9:13 am

pathfinder wrote:Thanks CSE.SAS,a good one

Your Welcome Smile

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Re: ACL CABLES PLC-Research Report-2014

Post by serene on Thu Oct 09, 2014 9:46 am

Thanks for Sharing mate.

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Re: ACL CABLES PLC-Research Report-2014

Post by CSE.SAS on Thu Oct 09, 2014 11:03 pm

jonta999 wrote:Thanks CSE.SAS.


Your Welcome

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Re: ACL CABLES PLC-Research Report-2014

Post by CSE.SAS on Wed May 06, 2015 2:41 pm

Today traded between 90.00 - 92.50

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Re: ACL CABLES PLC-Research Report-2014

Post by slstock on Wed May 06, 2015 3:59 pm

1) ACL/APLA/KCAB analysis made in Nov 2014

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2) Comment made On May 5th

slstock wrote:Had to check copper prices since I had not for a while.

Last time copper peaked was in 2010. Then ACL profits was hit in 2010 to 2011.
Even with the recent hike copper is still about 40% less than 2010.

Also these companies I believe tend to lock in with copper contract so even if copper bounces 10% more I thonk they should not be in great danger zone. Still should report atleast Rs 8-9 eps for coming year.

Since 2010, ACL NAV improved nearly 40%. They are more diversified . It was one of those shares that did not have massive run in 2010/2011 ( due to poor earnings) .

But I think if/when ASI beats previous high ( 7800) ACL has good chance to beat it all time share price high Wink Copper increase or not , it deserves that and signs are showing Wink
So ACL beating Rs 120 and KCAB Rs 140 is still game in the medium term.

Also ACL purchase of HPWR though weird seems a good buy right now.

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Re: ACL CABLES PLC-Research Report-2014

Post by Karan on Fri May 22, 2015 2:05 pm

ACL good profit but not moving

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ACL

Post by Jasmine on Mon Jun 29, 2015 4:45 pm

why people selling ACL ?

EPS 2014 : 14.55/-
EPS 1Q 2015 : 7.26/-
Current PER : 6.3

Target price : 126/- ( assuming EPS 2015 : 20/-)

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Re: ACL CABLES PLC-Research Report-2014

Post by First Guy on Mon Jun 29, 2015 10:25 pm

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This can give some idea against competitors
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Re: ACL CABLES PLC-Research Report-2014

Post by hariesha on Tue Jun 30, 2015 7:20 am

ACL is on a constant run from Rs.50/-.

Why not take a break for some time?

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Re: ACL CABLES PLC-Research Report-2014

Post by Leon on Wed Jul 01, 2015 10:36 am

Copper prices were low during 1Q. But how could be the demand?
Construction boom was a bit stagnant. Can we expect a good results this time too? .
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Re: ACL CABLES PLC-Research Report-2014

Post by pathfinder on Sun Jul 26, 2015 12:13 pm

It can move to 106-107 in comming weeks if quarter report is good.
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Re: ACL CABLES PLC-Research Report-2014

Post by roshana7549 on Sun Jul 26, 2015 1:01 pm

Please refer the attached Table FYI.

Notes
ACL is a pretty much undervalued counter as per the above analysis (refer the Price to book value ratio)
Last quarter profit improvement (EPS 7.26) could be mainly due to the drop in the Copper prices and Fuel prices and increase in the revenue
Global copper prices are at a record low level currently and still declining  therefore ACL should be benefiting from this for atleast  next 2 quarters
Therefore  EPS of Rs 6  or higher for the June quarter can be expected  assuming revenue will stay at same level.
Share price should not be lesser than Rs 130 if ACL can achieve EPS of Rs 6 in June quarter
Attachments
ACL ANALYSIS.pdf You don't have permission to download attachments.(72 Kb) Downloaded 39 times

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Re: ACL CABLES PLC-Research Report-2014

Post by serene on Sun Jul 26, 2015 2:33 pm

Thanks roshana7549 .

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Re: ACL CABLES PLC-Research Report-2014

Post by pathfinder on Sun Sep 06, 2015 6:55 pm

Repurchase of HPWR give a hefty amount of cash to ACL,If my calculations are right it's Rs.9.89 for a ACL share.
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Re: ACL CABLES PLC-Research Report-2014

Post by hariesha on Sun Sep 06, 2015 9:46 pm

Will they share it among shareholders?

I think management should take steps to increase the dividend payout.

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Re: ACL CABLES PLC-Research Report-2014

Post by First Guy on Mon Sep 07, 2015 7:39 am

If ACL sells all of its entitlement (I expect them to sell more) they will get Rs. 592m (11.84/- per ACL share)
This is around Rs. 148m capital gain on the entitlement.

But ACL has other borrowings of Rs 3.7b; Rs. 2.4 is short term. Cash available is Rs. 1.4b with the repurchase amount will come to almost 2b.

If someone has studied how they have managed the cash then we might get an answer.

ACL owes APLA a lot of money. I think this is shown as trade payables.
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Re: ACL CABLES PLC-Research Report-2014

Post by malan 100 on Tue Sep 08, 2015 4:58 pm

Wil ACL report eps of around 15 in this quater with this.

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