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» Elsewhere vs SL : Honesty, Social responsibility , Word twisting and Decency
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» මහජන බැංකුවෙන් ජෙහාන් ගේ සමාගමට දුන් රු. බිලියන 10 ගැන මහ බැංකුව මෙසේ කියයි
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September 2018
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Tile - Snapshot

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Tile - Snapshot

Post by First Guy on Sat Aug 01, 2015 2:10 pm

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Updated with the June results.
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Re: Tile - Snapshot

Post by First Guy on Sat Aug 01, 2015 2:29 pm

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This is how LWL trend looks like. I have calculated ROE as well which is calculated from average quarter equity.
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Re: Tile - Snapshot

Post by pathfinder on Sat Aug 01, 2015 6:36 pm

Good work FG RCL is missing. scratch
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Re: Tile - Snapshot

Post by First Guy on Sat Aug 01, 2015 6:45 pm

pathfinder wrote:Good work FG RCL is missing. scratch

RCL has some more segments in the group. But I will add it once the June results are out so it's compared better.

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Re: Tile - Snapshot

Post by First Guy on Sat Aug 01, 2015 11:23 pm

A post on RCL

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Re: Tile - Snapshot

Post by Leon on Sun Aug 02, 2015 5:45 am

Good Job FG.
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Re: Tile - Snapshot

Post by yellow knife on Mon Aug 03, 2015 8:58 am

Good work FG

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Re: Tile - Snapshot

Post by First Guy on Sun Aug 16, 2015 9:59 pm

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With the addition of RCL to this, looks like RCL is undervalued and TILE is overvalued. (based on this chart)
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Re: Tile - Snapshot

Post by First Guy on Sun Aug 16, 2015 10:00 pm

The sector as a whole has attractive P/E. But this is based on past 4 quarter data. Maybe the market is not expecting the trend to continue in near future. So either that, or the whole sector is undervalued.

Your thoughts?
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Re: Tile - Snapshot

Post by First Guy on Sun Dec 20, 2015 4:51 pm

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Tile sector profits have slightly improved from last update but price has moved in the opposite direction.

If we take the plain multiples they look attractive. But outlook?
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Interim Financials...What's your take experts ??

Post by CubedSol on Mon Feb 08, 2016 11:45 am

Interim Financials are out for LWL & TILE Smile
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Re: Tile - Snapshot

Post by First Guy on Thu Mar 03, 2016 8:02 am

LWL is around 3.5x P/E and 2x CFO-WC
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Re: Tile - Snapshot

Post by Ethical Trader on Thu Mar 03, 2016 12:37 pm

Thanks FG. Haven't studied this share as yet.
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Re: Tile - Snapshot

Post by HUNTER on Fri Mar 04, 2016 8:55 am

According to my observations, this sector has a clear identifiable seasonal pattern. March quarter showing the highest profits after which market responds responds positively. So we can expect a 'Tile rally' near May-June.

I thought of posting the pattern in a picture but found LWL Sept-15 data were missing. Will try to dig my reports received; I found it was not published in CSE website.
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Re: Tile - Snapshot

Post by chutiputha on Fri Mar 04, 2016 5:12 pm

LANKA WALLTILES - DIVIDEND ANNOUNCEMENT
LANKA WALLTILES PLC
Company ID: - LWL
Date of Announcement: - 04.Mar.2016
Rate of Dividend: - Rs. 5.00 per share / Interim Dividend
Financial Year: - 2015/2016
XD: - 16.Mar.2016
Payment: - 29.Mar.2016
Share Transfer Book Open
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Re: Tile - Snapshot

Post by Rana on Fri Mar 04, 2016 5:24 pm

Dividends
LWL     Rs. 9.50 (April 2015-April 2016)
RCL     Rs. 6.00 (April 2015-April 2016)
CERA   Rs. 4.00 (April 2015-April 2016)
TILE    Rs. 9.50 (April 2015-April 2016)

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RCL Dividend

Post by Rana on Thu May 26, 2016 5:50 pm

ROYAL CERAMIC LANKA PLC
Company ID: - RCL
Date of Announcement: - 26.May.2016
Rate of Dividend: - Rs. 4.00 per share / Final Dividend
Financial Year: - 2015/2016
Shareholder Approval: - Required
AGM: - 30.Jun.2016
XD: - 01.Jul.2016
Payment: - 12.Jul.2016
Share Transfer Book Open

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