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HAYL.N0000 Hayleys PLC

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HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 5:33 pm

Its very difficult to find a good company's share price trading below net asset value..As per Halyle's annual report Net Asset value is Rs 388.05 but today's market value ( 4th August 2015) is 349.80.. Thus Hayley's at current price level is very attractive for a long term player... But traders need not rush as HAYL history shows similar situations earlier as well

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 5:35 pm

Revenue of the company fit into the trend line and amazingly the revenue growth if compounded for last ten years grow at a rate above 14%

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 5:36 pm

EPS also show a sound value

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 5:38 pm

Like many other long standing companies the dividend payout remains low compared to earnings..

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Re: HAYL.N0000 Hayleys PLC

Post by Ethical Trader on Tue Aug 04, 2015 5:39 pm

Interesting YK, thanks.
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Re: HAYL.N0000 Hayleys PLC

Post by Ethical Trader on Tue Aug 04, 2015 5:41 pm

Must check whether there had been any re-valuation of assets recently.
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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 6:33 pm

2011 was a year of bubble in our stock market...

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 6:35 pm

As Walter Disney used to say IT IS DIFFICULT TO COMPARE BETWEEN ONE...

So lets evaluate Hayleys with another similar giant Aitken Spence

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 6:36 pm

From 2008 onwards Hayleys show the difference and as Hal as pointed out in Aitken Spence is not that much aggressive

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 04, 2015 6:37 pm

Another comparison of Aitken Spence with Hayleys using PAT

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Wed Aug 05, 2015 5:38 pm

Like Aitken Spence, Hayleys too have operations out of Sri Lanka.

Hayleys own manufacturing plants in Indonesian and Thailand. Its marketing operations cover Australia, India, Bangladesh, Italy, Japan , The Netherlands, Uk and USA.

The group accounts for 2.9% of Sri Lankas exports income, and 3.9% of tea and 3.4% of rubber production.

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Wed Aug 05, 2015 5:44 pm

1878- Company was founded by Charles Pickering Hayley

1973 pioneered manufacture of coconut shell based activated carbon in Sri Lanka - Haycarb Ltd

1976 pioneered in rubber gloves manufacturing with Dipped Products and now 5th top non medical gloves manufacturer of the world

1991 Group entered into leisure and plantation sectors

2011 Group purchased Alumex Ltd and now the leading manufacturer of aluminum profiles.

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Re: HAYL.N0000 Hayleys PLC

Post by pathfinder on Wed Aug 05, 2015 6:00 pm

Thanks YK,This big boy is a sleeping giant,will have his time Very Happy
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Re: HAYL.N0000 Hayleys PLC

Post by chutiputha on Wed Aug 05, 2015 6:09 pm

Thank U YK Sir..Really worth and Countable analysis..
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Re: HAYL.N0000 Hayleys PLC

Post by chutiputha on Mon Aug 10, 2015 11:36 pm

Hayleys  Result Out for Last Quarter

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Aug 11, 2015 8:12 am

Thanx Chuti for quarter analysis

Hayleys earnings has gone up amidst less contribution from plantation sector..

If you buy TPL you would get 10% return on dividends but only if TPL perform well..

But Hayleys consist of many industries thus failing of one industry will not affect to your dividend. But dividend yield is not high like TPL

HIGHER THE RISK HIGHER THE REWARD..

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Nov 10, 2015 8:57 am

Hayleys posts Rs 2.7 Billion Pre tax profit in first Half.

The amazing realization is agricultural sector is making profit. Mind you  the word Agricultural sector and not Plantation sector.. That's because it consist export oriented crops like Sea-Weed...

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Potential of Sea-weed farming

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This is the beauty of Chaebol like companies.. They are export oriented.

Time to watch Sea-Weed Billionaire moive of Thailand.

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Dec 01, 2015 9:41 am

Mr. Dammika Perera purchases shares and ups his stake to reach  above 50% of the Company.

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Mon Dec 28, 2015 9:07 am

Crushing Crony Capitalists have become a hobby of Yahapalana Ministers. In this back drop Planters Association Chairman Roshan Rajadurai state following.

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Higher Education and Highways Minister Lakshman Kiriella has asked to hand over their estates if wages of workers were not increased, noting that there was a plethora foreign investors who wish to invest in the industry. Kiriella also alleged companies conceal their profits to avoid a wage increase adding that the increasing land mass has led to an unmanageable situation for the plantation owners.


RPC Chairman Roshan Rajadurai mention Hayley's and that Sri Lankan plantation sector  cannot be even quoted as a Monopoly...

“For example the Hayleys Group which is one of the bigger companies in the industry has estates of about 3000 hectares each for tea and rubber. We have far too many estates and factories comparative to other economies. In other countries for 3000 hectares they only have one factory, hospital and office. In Sri Lanka for the same land volume we have about 10 or 12 estates, which mean 10 factories, hospitals and other facilities,” he added

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Tue Mar 15, 2016 9:26 am

Hayleys has acquired 75% of Fentons Ltd.

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Re: HAYL.N0000 Hayleys PLC

Post by chutiputha on Tue Mar 15, 2016 11:19 am

Go(o)d with DP..Smile
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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Thu Jul 21, 2016 2:57 pm

Hayleys was proud to say 14% annualized growth on YoY basis in last annual report, but sadly miss this success story in 2015/16 and drop of plantation sector and Dipd affected to this loss of revenue around 13 Billion to fit into the straight line of Revenue Growth.

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Thu Jul 21, 2016 2:58 pm

EPS improved steadily.

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Thu Jul 21, 2016 3:00 pm

Company has increased its dividends as it has increased its earnings.

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Re: HAYL.N0000 Hayleys PLC

Post by yellow knife on Thu Jul 21, 2016 3:03 pm

Haylyes which grew by Billions on YoY basis record a minus figure this year...

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2016201520142013201220112010200920082007
Revenue Growth -287,18212,083,2566,176,7578,495,13811,436,50716,200,8715,727,0371,115,7163,741,9573,572,828


Last edited by yellow knife on Thu Jul 21, 2016 3:04 pm; edited 1 time in total

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