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

Display results as :
 


Rechercher Advanced Search

Latest topics
» Things we are not aware of-Sri Lanka politics.
Yesterday at 7:55 pm by Ethical Trader

» Plantations - Analysis by Saliya
Yesterday at 11:31 am by lanka

» ඇලබාමා මැතිවරණයෙන් ඩොනල්ඩ් ට්‍රම්ප්ට පරාජයක්
Wed Dec 13, 2017 5:17 pm by Ethical Trader

» දිවියෙන් සමුගැනීම සමරන්න සාදයක්!
Wed Dec 13, 2017 5:12 pm by Ethical Trader

» පැසිෆික් 'ළදරු දූපත' අඟහරු හඳුනාගැනීමට මගක්
Tue Dec 12, 2017 8:12 pm by CK

» Best combination in Sinhala music: Prem+Victor
Tue Dec 12, 2017 3:49 pm by CK

» JKH trades in a tight channal
Tue Dec 12, 2017 12:09 pm by lanka

» Sri Lanka to push ahead with shipping liberalization
Tue Dec 12, 2017 10:13 am by Ethical Trader

» Investment in listed companies.
Tue Dec 12, 2017 8:45 am by Ethical Trader

» TPL.N0000 (TALAWAKALE PLANTATIONS )
Sun Dec 10, 2017 6:59 pm by කිත්සිරි ද සිල්වා

» Trading
Sat Dec 09, 2017 7:42 pm by The Alchemist

» In the Meantime, Within Our Shores !
Sat Dec 09, 2017 5:39 pm by Ethical Trader

» ඩොලර් මිලියන 251.4 ක IMF තෙවන ණය වාරිකය අනුමතයි
Fri Dec 08, 2017 5:13 pm by Ethical Trader

» IMF approves US$ 251.4 mn to Lanka
Fri Dec 08, 2017 5:11 pm by Ethical Trader

» Strong uptick in exports, FDI
Fri Dec 08, 2017 12:09 pm by Ethical Trader

» Sri Lanka needs more taxes to cover SOE losses,
Fri Dec 08, 2017 12:04 pm by Ethical Trader

» ජෙරුසලමේ තත්ත්වය : ට්‍රම්ප් පියවරට එරෙහිව පලස්තීනුවෝ වීථි බසිති
Fri Dec 08, 2017 11:56 am by Ethical Trader

» Far reaching new Securities Exchange Bill gazetted
Thu Dec 07, 2017 5:39 pm by Ethical Trader

» Is he an Aladdin with a magic lamp
Thu Dec 07, 2017 5:37 pm by Ethical Trader

» CMEC to build 400 MW natural gas power plant in Sri Lanka
Thu Dec 07, 2017 5:35 pm by Ethical Trader

» Cabinet approves signing of share ownership agreement on Hambantota Port
Thu Dec 07, 2017 5:35 pm by Ethical Trader

» ශ‍්‍රී ලංකාව ලෝකයේ දූෂිතම රටවල් හතර තුලට වැටේ..
Thu Dec 07, 2017 5:31 pm by Ethical Trader

» හම්බන්තොට වරාය චීනයට බාර දීම 09 වෙනිදා
Thu Dec 07, 2017 12:50 pm by Ethical Trader

» Dividend Announcement
Tue Dec 05, 2017 5:06 pm by Ethical Trader

» පළාත් පාලන ඡන්දයේ ඇස්තමේන්තු ගත වියදම බිලියන 3 ඉක්මවයි
Tue Dec 05, 2017 2:31 pm by guruji

» ඉන්දියා යාමට ගිය ක්‍රීඩකයන් ගුවන්තොටේදී යළි කැඳවේ
Tue Dec 05, 2017 2:21 pm by Ethical Trader

» උතුරු කොරියානු මිසයිලය : ගුවනේදී "කැතේ පැසිෆික් කාර්ය මණ්ඩලය දුටුවා""
Tue Dec 05, 2017 2:17 pm by Ethical Trader

» මෙක්සිකෝවේ "කොලපැහැ රත්‍රන්" රකින "අලිගැටපේර පොලිසිය"
Tue Dec 05, 2017 2:06 pm by Ethical Trader

» ජෙට්වින්ග් කොටස් වෙළෙඳපොළ සම්ප්‍රාප්තියට දින නියම වෙයි
Mon Dec 04, 2017 1:14 pm by nihal123

» Flying is the Safest mode of Transport
Sun Dec 03, 2017 9:08 am by කිත්සිරි ද සිල්වා

» කෙලවලු පැටවුන් අල්ලන්න එපා: ධීවරයන්ට අවවාදයක්
Fri Dec 01, 2017 7:40 pm by කිත්සිරි ද සිල්වා

» එජාප මන්ත්‍රීවරුන්ට ජනාධිපති විවේචනය කිරීම තහනම්
Fri Dec 01, 2017 11:58 am by Ethical Trader

» හිමගිර පාමුළ විමුක්තිය සොයන බෞද්ධ භික්ෂුණින් වහන්සේ
Fri Dec 01, 2017 11:47 am by Ethical Trader

» දකුණු කොරියාව: ජනපති මෛත්‍රීට අනපේක්ෂිත අමුත්තෙක් මුණගැසෙයි
Fri Dec 01, 2017 11:36 am by Ethical Trader

» Laughter the Best Medicine
Thu Nov 30, 2017 6:08 pm by කිත්සිරි ද සිල්වා

» ඒකාබද්ධ විපක්ෂය සමග සාකච්ඡා අසාර්ථකයි: ශ්‍රීලනිපයට "ජයග්‍රහණය විශ්වාසයි"
Thu Nov 30, 2017 4:12 pm by Ethical Trader

» සීමා නීර්ණ ගැසට් පත්‍රය අවලංගු කළ පෙත්සම ඉවතට
Thu Nov 30, 2017 4:08 pm by Ethical Trader

» අයහපත් කාලගුණය: මරණ සංඛ්‍යාව ඉහළට
Thu Nov 30, 2017 3:57 pm by Ethical Trader

» "උතුරු කොරියාව නව බැලිස්ටික් මිසයිලයක් විදලා" - දකුණු කොරියාව
Wed Nov 29, 2017 1:01 pm by Ethical Trader

» Govt. to release 50 acres of capital land for investments
Tue Nov 28, 2017 11:32 am by කිත්සිරි ද සිල්වා

» Higher oil bill overshadows strong growth in exports
Tue Nov 28, 2017 11:12 am by Backstage

» නැනෝ ඉලෙක්ට්‍රික් හෙට සිට වෙළෙඳපොළේ – එක් ආරෝපණයකින් කිලෝමීටර 200 ක ධාවනයක්
Mon Nov 27, 2017 5:43 pm by Ethical Trader

» Deadly earthquakes could hit a billion people next year
Mon Nov 27, 2017 10:40 am by Backstage

» Only Sri Lanka’s top five stockbrokers profitable
Mon Nov 27, 2017 10:22 am by Backstage

» Brush manufacturer BPPL faced tough six months
Mon Nov 27, 2017 10:17 am by Backstage

» Sri Lanka's got Talent
Sun Nov 26, 2017 11:33 pm by sashimaal

» CUBA FOUND A CANCER VACCINE! MORE THAN 4 THOUSAND PEOPLE HAVE ALREADY BEEN CURED BY IT!
Sat Nov 25, 2017 11:38 am by Ethical Trader

» හදාගත් දරුවෝ: DNA බැංකුවට ශ්‍රී ලංකාවේ හා නෙදර්ලන්තයේ සහාය
Fri Nov 24, 2017 5:33 pm by Ethical Trader

» ෆයිසර් මුස්තාපාට එරෙහිව විශ්වාස භංගයක්?
Fri Nov 24, 2017 2:52 pm by Yin-Yang

» 'සිම්හල ද්වීපයේ පද්මාවතිය' හා අර්බුදයට මැදිවූ පද්මාවතී එක් තැනැත්තියක් ද ?
Fri Nov 24, 2017 1:22 pm by Ethical Trader

December 2017
SunMonTueWedThuFriSat
     12
3456789
10111213141516
17181920212223
24252627282930
31      

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

TPL.N0000 (TALAWAKALE PLANTATIONS )

Page 3 of 3 Previous  1, 2, 3

View previous topic View next topic Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Thu Jun 16, 2016 11:09 am

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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Wed Feb 15, 2017 8:17 am

TPL has improved in quarter ended 31st December to record 3.27 but for the 9 months EPS reports -1.86

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by smallville on Wed Feb 15, 2017 9:02 am

But TPL is all abt tea know? Pls enlighten YK - abt their portfolio.

_________________
I take risks as a Trader and I select stocks based on Tech and daily Cash in/out. Therefore, my methods may not suit u.. so DYO analysis before making any decisions.
avatar
smallville
Top contributor
Top contributor

Posts : 1722
Join date : 2014-02-23
Location : Trying to figure out..

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Wed Feb 15, 2017 9:41 am

Yes... small its mostly tea

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by bear on Wed Mar 29, 2017 8:48 am

TPL should release a shocking profit recorded for the year 2016/17. With booming tea prices and good management can expect a good return on investment.

bear

Posts : 14
Join date : 2015-01-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by bear on Sun May 14, 2017 5:49 pm

Q 4 eps Rs12. Expect another fat dividend. Q1 minimum eps Rs4.The bullish tea prices continues.

bear

Posts : 14
Join date : 2015-01-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 11:46 am

2017

2017 recorded a very good year for TPL and the company was able to record the highest company profit before tax to date which was recorded in 2012.


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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 11:47 am

EPS recorded the second best year in 2017 for TPL

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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 11:49 am

Company's performance was so good and the decisions to not to pay dividend in 2016 and less dividend for 2017 made it possible to break away from the Net Asset Growth line smartly.

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


There are companies that try to maintain steady dividend payout ratios like Teejay, JINS or PLC. Yet the dividend payout pattern of TPL is really good for both the company and shareholders..


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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 12:05 pm

PE ratio was attractive when it was trading around 30s

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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 12:07 pm

It was mentioned above that the Profit was the highest and so is the Market Value by now...It is trading at 46.50 when I am writing this.

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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 12:08 pm

Return on Equity

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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 12:09 pm

Company was managing its debt perfectly and now it is in a position to pay higher dividends..


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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Mon Jun 12, 2017 12:13 pm

We are yet to see the complete picture of the Plantation sector. Even though company recorded higher profits its revenue has comedown. It was mentioned in BALA.N as well that the SL tea production was coming down during last two years.

TPL identify the same reasons like drought, strikes, and ad hoc banning of weedicides and banning certain types of fertilizer as reasons..


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

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by slstock on Mon Jun 12, 2017 12:57 pm

Happy to see posts that are meant for education giving clear pictures like this.+ Reps.


Few notes

1) "We are yet to see the complete picture of the Plantation sector."

A very wise statement to be noted Wink



2) Dividends

"decisions to not to pay dividend in 2016 and less dividend for 2017 made it possible to break away from the Net Asset Growth line smartly".

Yes specially in the volatile plantation sector, I think such moves are necessary.

"Company was managing its debt perfectly and now it is in a position to pay higher dividends."

Yeah that good to note.
In the mean time as  we know, plantations can report a fantastic one quarter and next be totally different due many volatile  factors.


3)  So smart plantations will/should manage their dividend pay out ratios to save money for difficult times and maintain their asset quality .

Else some will need to go for right issues and also face devaluation of their share prices by 50-90% in bad times.


One SAD Example :

KOTA:

It so sad to see one of the strongest ( top of the list) plantation shares in 2010-2011 period  - KOTA- being butchered by the management.

How can a once Rs 170 share trade at Rs 9 or something  in march  2017?
Also has a right issue now  at Rs 10 ( is it ? - need to check ).
They took  shareholder money time to time only to see their share value dropping 90% from top , and no dividend . Even worse is they ask for
more money from share holders after all this blunders.



Speaking of TPL ,

it is on of the better  managed plantations along with WATA and couple of others. But both/most have recovered/increased in price ( over 50%) since march bottoms reflecting their decent earnings in the last couple of quarters (after very bad period at CSE)

_________________
Never listen to anyone including myself without your own study. Only few truly genuine people exist in this world.
Please read : [You must be registered and logged in to see this link.]
---------

If someone finds an Avatar of me in cyberspace commenting and you are unsure, Keep asking deeper questions until you are satisfied to distinguish between the Real and the Avatar. The real answers questions directly and deeply [You must be registered and logged in to see this image.]

---------
avatar
slstock
Veteran
Veteran

Posts : 4998
Join date : 2014-06-12

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by කිත්සිරි ද සිල්වා on Mon Jun 12, 2017 3:05 pm

Glad that I decided to stick with it.
(Even WATA, I should have bought more when it was less than 20/=). Very Happy
avatar
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 6935
Join date : 2014-02-23
Age : 59
Location : රජ්ගම

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by Ethical Trader on Mon Jun 12, 2017 3:28 pm

Thanks YK & SLS for the comprehensive analysis. This is the type of analysis I admire. (Not the type that says "I see what you don't see because I have a ....eye and you don't see it because you are a frog in the well.")
avatar
Ethical Trader
Top contributor
Top contributor

Posts : 3072
Join date : 2014-02-28

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by yellow knife on Wed Nov 01, 2017 7:56 am

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

Column1First 6 Months 2017First 6 Months 2016
Revenue2,073,1931,457,751
Gross Profit235,462-7,329
Net Profit132,894-108,114

yellow knife
Top contributor
Top contributor

Posts : 5592
Join date : 2014-03-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by bear on Sun Dec 10, 2017 6:07 pm

Should report over 100 million this quarter. On the way to 400 million this year. possible dividend Rs 5

bear

Posts : 14
Join date : 2015-01-27

Back to top Go down

Re: TPL.N0000 (TALAWAKALE PLANTATIONS )

Post by කිත්සිරි ද සිල්වා on Sun Dec 10, 2017 6:59 pm

Looks like someone with the inside information ! Very Happy bounce affraid
avatar
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 6935
Join date : 2014-02-23
Age : 59
Location : රජ්ගම

Back to top Go down

Page 3 of 3 Previous  1, 2, 3

View previous topic View next topic Back to top


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