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» LLUB.N0000 (CHEVRON LUBRICANTS LANKA PLC)
DIPD.N0000 (Dipped Products) EmptyYesterday at 8:59 pm by Backstage

» HASU.N0000 (HNB ASSURANCE PLC)
DIPD.N0000 (Dipped Products) EmptyYesterday at 6:05 pm by Ethical Trader

» EAST WEST PROPERTIES PLC (EAST.N0000)
DIPD.N0000 (Dipped Products) EmptyYesterday at 6:02 pm by Ethical Trader

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» Thread for News on CSE and SL Economy
DIPD.N0000 (Dipped Products) EmptyTue Apr 16, 2019 6:52 pm by NIRMALSG

» Dividend Announcement
DIPD.N0000 (Dipped Products) EmptySat Apr 13, 2019 10:53 pm by nihal123

» SEYLAN DEVELOPMENTS PLC (CSD.N0000)
DIPD.N0000 (Dipped Products) EmptyFri Apr 12, 2019 8:55 am by yellow knife

» East West properties
DIPD.N0000 (Dipped Products) EmptyFri Apr 12, 2019 5:27 am by dhanurrox

» HHL.N0000 ( Hemas Holdings PLC)
DIPD.N0000 (Dipped Products) EmptyTue Apr 09, 2019 8:04 pm by NIRMALSG

» Thread for News on Local and Foreign Politics
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» අනං මනං! #/+?.<>
DIPD.N0000 (Dipped Products) EmptyMon Apr 08, 2019 7:23 pm by ruwan326

» DFCC.N0000 ( DFCC BANK PLC )
DIPD.N0000 (Dipped Products) EmptyMon Apr 08, 2019 6:07 pm by NIRMALSG

» කිරි පිටි ගැන ඔබ මෙතෙක් නොදත් දේ
DIPD.N0000 (Dipped Products) EmptyMon Apr 08, 2019 5:31 am by Ethical Trader

» CONN.N0000
DIPD.N0000 (Dipped Products) EmptySun Apr 07, 2019 3:15 pm by NIRMALSG

» LION.N0000 (Lion Brewery Ceylon PLC)
DIPD.N0000 (Dipped Products) EmptySun Apr 07, 2019 8:52 am by ruwan326

»  5000 Post Milestone - Congratulations
DIPD.N0000 (Dipped Products) EmptyFri Apr 05, 2019 9:07 pm by Ethical Trader

» NTB.N0000 (NATIONS TRUST BANK PLC)
DIPD.N0000 (Dipped Products) EmptyFri Apr 05, 2019 1:37 pm by Ethical Trader

» හීන්බන්ඩාගේ රැකියාව ඇසූ පසු පොලිස් නෝනලාට තරු පෙනුනා
DIPD.N0000 (Dipped Products) EmptyFri Apr 05, 2019 12:36 pm by Ethical Trader

» Micro Finance
DIPD.N0000 (Dipped Products) EmptyFri Apr 05, 2019 12:14 pm by yellow knife

» REXP.N0000 ( RICHARD PIERIS EXPORTS PLC)
DIPD.N0000 (Dipped Products) EmptyFri Apr 05, 2019 7:40 am by serene

» COMB.N0000 ( COMMERCIAL BANK OF CEYLON PLC )
DIPD.N0000 (Dipped Products) EmptyThu Apr 04, 2019 6:53 pm by NIRMALSG

» PLC.N0000 ( People's Leasing and Fiance PLC)
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» VPEL.N0000 (VALLIBEL POWER ERATHNA PLC )
DIPD.N0000 (Dipped Products) EmptyWed Apr 03, 2019 3:40 pm by catseye

» SAMP.N0000 (SAMPATH BANK PLC)
DIPD.N0000 (Dipped Products) EmptyTue Apr 02, 2019 12:38 pm by malanp

» Sinhala Cinema
DIPD.N0000 (Dipped Products) EmptyTue Apr 02, 2019 12:31 pm by yellow knife

» SEYB.N0000 ( SEYLAN BANK PLC )
DIPD.N0000 (Dipped Products) EmptyTue Apr 02, 2019 11:23 am by Backstage

» LIOC.N0000 (Lanka IOC PLC)
DIPD.N0000 (Dipped Products) EmptyTue Apr 02, 2019 11:15 am by LSE

» NDB.N0000 (NATIONAL DEVELOPMENT BANK PLC)
DIPD.N0000 (Dipped Products) EmptyTue Apr 02, 2019 11:11 am by Backstage

» Plantation sector updates
DIPD.N0000 (Dipped Products) EmptyMon Apr 01, 2019 2:13 pm by nihal123

» What to Analyse
DIPD.N0000 (Dipped Products) EmptyMon Apr 01, 2019 8:00 am by yellow knife

» MTD WALKERS - KAPI
DIPD.N0000 (Dipped Products) EmptyMon Apr 01, 2019 5:01 am by NIRMALSG

» VONE.N0000 (VALLIBEL ONE PLC)
DIPD.N0000 (Dipped Products) EmptySun Mar 31, 2019 6:09 pm by lanka

» In the Meantime, Within Our Shores !
DIPD.N0000 (Dipped Products) EmptySun Mar 31, 2019 11:22 am by කිත්සිරි ද සිල්වා

» PB. N0000 (People's Bank)
DIPD.N0000 (Dipped Products) EmptyFri Mar 29, 2019 5:33 pm by yellow knife

» Obituary Notice.
DIPD.N0000 (Dipped Products) EmptyFri Mar 29, 2019 5:07 pm by කිත්සිරි ද සිල්වා

» Happy Birthday
DIPD.N0000 (Dipped Products) EmptyFri Mar 29, 2019 9:58 am by Backstage

» Re: Financial reports Q1-2019
DIPD.N0000 (Dipped Products) EmptyFri Mar 29, 2019 7:45 am by serene

» Save Wilpattu !
DIPD.N0000 (Dipped Products) EmptyThu Mar 28, 2019 1:58 pm by puliyanam

» Help him Today, so he can help another Tomorrow
DIPD.N0000 (Dipped Products) EmptyThu Mar 28, 2019 7:49 am by serene

» HNB.N0000 ( Hatton National Bank PLC)
DIPD.N0000 (Dipped Products) EmptyTue Mar 26, 2019 6:18 am by pjrngroup

» අපිට විතරද පායන්නේ ?
DIPD.N0000 (Dipped Products) EmptyMon Mar 25, 2019 9:06 pm by malanp

» Tourism sector
DIPD.N0000 (Dipped Products) EmptyMon Mar 25, 2019 5:47 pm by NIRMALSG

» Oman's Oil and Gas Minister Dr. Al Ruhmy arrives in Lanka.
DIPD.N0000 (Dipped Products) EmptySun Mar 24, 2019 12:11 pm by Ethical Trader

» රෝගීන් වෙනුවෙන් කැප වන සෞඛ්‍ය සේවාවක් වෙනුවෙන්.....
DIPD.N0000 (Dipped Products) EmptyTue Mar 19, 2019 9:34 am by AjithR

» JEWS OF SRI LANKA: AN UNTOLD STORY
DIPD.N0000 (Dipped Products) EmptyTue Mar 19, 2019 9:22 am by කිත්සිරි ද සිල්වා

» How Small We are in the universe
DIPD.N0000 (Dipped Products) EmptyTue Mar 19, 2019 7:29 am by nihal123

» ඉස්සරහට අපි පරදින එකනම් ෂුවර් – ධම්මික ක්‍රිකට් ගැන කතා කරයි
DIPD.N0000 (Dipped Products) EmptyFri Mar 15, 2019 2:59 pm by nuwanmja

» HAYL.N0000 Hayleys PLC
DIPD.N0000 (Dipped Products) EmptyThu Mar 14, 2019 2:46 pm by yellow knife

» DOCK.N0000 (COLOMBO DOCKYARD PLC)
DIPD.N0000 (Dipped Products) EmptySun Mar 10, 2019 8:36 pm by NIRMALSG

» GLAS.N0000 (PIRAMAL GLASS CEYLON PLC)
DIPD.N0000 (Dipped Products) EmptySun Mar 10, 2019 6:40 am by ruwan326

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DIPD.N0000 (Dipped Products)

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Post by yellow knife on Thu Jul 02, 2015 3:51 pm

Bad news is like music to a long term investor..

Once it was Seylan Bank.. after Seylan Group issue the price of the share fell and those who trusted the bank during the bad time those who dared to buy soon had a nice time..

Dipped is another such share.. It had a bad time.. Price went down even below Net Asset Value.. Those who dared to buy Dipped had a good time next..

So my analysis is on Dipped Products..


Last edited by yellow knife on Tue Jul 07, 2015 7:44 am; edited 3 times in total (Reason for editing : TOPIC CHANGE TO COMPANY NAME)

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Post by yellow knife on Thu Jul 02, 2015 3:54 pm

Its sales turnover continued with dedicated  customers..

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Post by yellow knife on Thu Jul 02, 2015 3:56 pm

2012 recorded highest profit of the company and soon had to face problems with Rathupaswala incident...

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Post by yellow knife on Thu Jul 02, 2015 3:58 pm

Dipped Products maintained good EPS and continued paying good dividend...

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Post by dhanurrox on Thu Jul 02, 2015 3:58 pm

It fell to 85 and I also bought ended up at 150

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Post by yellow knife on Thu Jul 02, 2015 3:59 pm

There were good opportunities to pick this share even when PE ratio was below 5

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Post by yellow knife on Thu Jul 02, 2015 4:01 pm

Dhanu has dared to pick the share when others opt not to...

When PE ratio was very high this share was much in demand.. but when the price fell down many neglect it ..

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Post by dhanurrox on Thu Jul 02, 2015 4:02 pm

yellow knife wrote:Dhanu has dared to pick the share when others opt not to...

When PE ratio was very high this share was much in demand.. but when the price fell down many neglect it ..
We personally discussed this.CCS too. Wink Wink

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Post by yellow knife on Thu Jul 02, 2015 4:05 pm

Debt to Equity ratio was continously coming down making the company to reduce its finance cost..

Many companies in CSE are now getting rid of debt. TJL was proud to announce zero debt situation... Fortress Resorts (RHTL) is now entering into zero debt situation..

Even if Dipped will not join zero debt in future a company that enjoy financial slack will always find good opportunists and to fund big project through bank loans where ever there is opportunity..

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Post by yellow knife on Thu Jul 02, 2015 4:15 pm

Long term investors should evaluate a company with proven history and the best time is to buy when its net asset value is higher than market value..

As Warren Buffet says one right decision per annum is more than enough and of course you will not get such opportunities always..

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Post by Ethical Trader on Thu Jul 02, 2015 4:19 pm

Thanks YK. Its a very good analysis. I too entered this share during Rathupaswala saga dispite the risks involved, knowing its future potential.
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Post by yellow knife on Thu Jul 02, 2015 4:19 pm

Dhanu your picking price was one of the best as now you see in the chart..

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Post by yellow knife on Fri Jul 03, 2015 7:34 am

Now we can compare Plantation Sector and Manufacturing Sector.

R= P*Q

So irrespective of the sector Revenue is always depending on Price and Quantity.. In Plantation sector both P and Q is dependent on factors beyond control of the company. But in Manufacturing sector P and Q is both under the control of the company..

TPL.N is one of the best plantation companies but had two negative EPS in two years earlier.. But DPL.N continuously recorded positive EPS..

Thus manufacturing sector gives more stable reliable income than plantation sector as long as you are well managed..

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Post by First Guy on Fri Jul 03, 2015 7:49 am

Missed this thread yday. Good analysis YK! Hope to give my input sometime as well although I held this only briefly some time ago.

Btw YK, the ticker is DIPD. I have corrected it in the title.

DPL is Dankotuwa Smile


Last edited by First Guy on Fri Jul 03, 2015 7:56 am; edited 1 time in total
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Post by First Guy on Fri Jul 03, 2015 7:54 am

yellow knife wrote:Bad news is like music to a long term investor..

Once it was Seylan Bank.. after Seylan Group issue the price of the share fell and those who trusted the bank during the bad time those who dared to buy soon had a nice time..

Dipped is another such share.. It had a bad time.. Price went down even below Net Asset Value.. Those who dared to buy Dipped had a good time next..

So my analysis is on Dipped Products..

Usually it's the retailers who panic and sell off in case of any bad news in my opinion regardless of the actual impact. We/they do not evaluate the impact to the performance and price when a news is out, however good or bad. Sometimes the price would have already been adjusted to that in the anticipation of such news.

Although at times it will not be possible to evaluate or there won't be a solution to a problem until the management comes out with one, but shouldn't we assume that they would have it covered at most times? Based on the past deeds of the management we need to put trust on them.
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Post by Sriranga on Fri Jul 03, 2015 8:03 am

Thanks YK. Really good presentation and analysis.
Expecting more on Plantation sector in coming days.

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Post by Leon on Fri Jul 03, 2015 8:16 am

Thanks YK. + rep

Isn't it too early on plantations?? Anyway If rubber picks up KEGL is one share that should be looked on. Now trading below NAV.
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Post by yellow knife on Fri Jul 03, 2015 8:17 am

Thanx FG for correcting the name of the company... What a mistake.... Embarassed 

When we evaluate Banks we use camel

Camel?

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No..not that one

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Post by yellow knife on Fri Jul 03, 2015 8:20 am

out of above five variables the mid one Quality of Management is a qualitative one..

We can not quantify this variable..

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Post by yellow knife on Fri Jul 03, 2015 8:22 am

Leon wrote:Thanks YK. + rep

Isn't it too early on plantations?? Anyway If rubber picks up KEGL is one share that should be looked on. Now trading below NAV.

I will do a separate analysis on Kegal.n and FG has also commented on Kgal..

Once again that company is also under good management of Dr Sena Yaddehige

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Post by sashimaal on Sat Oct 17, 2015 7:47 am

DIPD sensitivity analysis by Capital Trust

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Post by yellow knife on Sat Oct 17, 2015 7:57 pm

Thanx Shshimal

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Post by Illusion on Sat Oct 17, 2015 9:20 pm

Thank you Sashimal.

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Post by Future123 on Wed Oct 21, 2015 9:35 pm

Please share your ideas on DIPD. What do you think about Q2 results? Expers, Yellowknife, FG, Small, SLS and everyone.

Please clarify my doubts.
1) Is DIPD exposed heavily for tea and rubber? If so, is it significant to distort the overall performance?
2) How much the rupee devaluation helped them in Q2?
3) Any idea about profits and EPS?

Q1 wasn't good for them due to Euro weakening. But in Q2 Euro was appreciating against Rupee.

Please share your thoughts.

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Post by yellow knife on Thu Oct 22, 2015 7:55 am

A clear answer for above Q2 lies in Shashimal's link above.

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