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

Display results as :
 


Rechercher Advanced Search

Latest topics
» Dividend Announcement
Today at 9:52 pm by nihal123

» LLUB.N0000 (CHEVRON LUBRICANTS LANKA PLC)
Today at 6:09 pm by Rana

» East West ගනුදෙනුවෙන් කොටස් පිරිවැටුම බිලියනය පනී
Today at 2:50 pm by yellow knife

» මූල්‍ය සමාගමක හිටපු විදෙස් අධ්‍යක්ෂවරයෙකුට අපරාධ චෝදනා එල්ල වෙයි
Today at 1:41 pm by nihal123

» එන්ට්‍රස්ට් මුදල් ගිලපු හැටි ගිණුම් වාර්තා හෙළි කරයි
Today at 12:42 pm by Ethical Trader

» රැන්සම්වෙයාර් වෛරසය නිසා ඇන්ඩ්‍රොයිඩ් දුරකථන අවදානමේ
Today at 11:37 am by Ethical Trader

» Sri Lanka Investment Forum held in USA
Today at 11:21 am by Ethical Trader

» පිටිදූවේ සිරිධම්ම හිමි ඇත්ත කතා කරයි.
Yesterday at 2:15 pm by Ethical Trader

» How to identify a stock market bottom
Tue Oct 17, 2017 5:15 pm by Ethical Trader

» ලොව බලවත්ම ගැහැනිය වූ සායම් බාස්‌ගේ දුව
Tue Oct 17, 2017 4:03 pm by Ethical Trader

» CIC රුපියල් මිලියන 238 කට කෘෂි රසායනික සමාගමක් මිල දී ගනී
Mon Oct 16, 2017 6:49 pm by nihal123

» ධම්මික පෙරමුණට එයි
Mon Oct 16, 2017 3:23 pm by Ethical Trader

» Govt. mulls removing barriers to allow Lankan firms hire foreign labour
Sun Oct 15, 2017 10:30 am by කිත්සිරි ද සිල්වා

» Laughter the Best Medicine
Sat Oct 14, 2017 4:43 pm by Ethical Trader

» Panama Papers: Huge leak reveals elite's tax havens/ධනවතුන්, බලවතුන් ධනය හැංගූ හැටි හෙළිවෙයි .ලංකාවත් පැනමා පේපර්ස් ලැයිස්තුවේ
Fri Oct 13, 2017 4:49 pm by yellow knife

» කොටස් මිල ඉහළ යාම ගැන CSE විමසයි. HVA කරුණු පහදයි
Fri Oct 13, 2017 11:30 am by Ethical Trader

» තායිවාන් ගිණුම් හැක්‌ කර කෝටි 35කට විදලා! - හිටපු හමුදා පුත්‍රයා රිමාන්ඩ්
Wed Oct 11, 2017 10:32 pm by nihal123

» LIOC.N0000 (Lanka IOC PLC)
Tue Oct 10, 2017 9:56 pm by First Guy

» The Myth of Average !
Mon Oct 09, 2017 1:13 pm by Expert

» SPEN.N0000
Mon Oct 09, 2017 12:36 pm by nihal123

» Plantation sector updates
Sat Oct 07, 2017 6:41 pm by Senarath67

» Plantation Sector - Yesterday, Today and Tomorrow
Sat Oct 07, 2017 12:19 pm by CK

» කොටස්-වෙළෙඳ-පොළට-සූදු-කෙළින්නන්-ඇවිත්?
Wed Oct 04, 2017 6:49 pm by CK

» GSP+ ලැබීමෙන් පසු ඇඟලුම් අපනයන ආදායම ඉහළ ගියේ මෙහෙමයි
Tue Oct 03, 2017 3:17 pm by Rana

» TJL.N0000 (Textured Jersey Lanka PLC.)
Tue Oct 03, 2017 1:41 pm by CK

» ගෝලීය තරඟකාරීත්ව දර්ශකයේ 85 වැනි ස්ථානය දක්වා ශ්‍රී ලංකාව පහළට
Mon Oct 02, 2017 3:37 pm by Ethical Trader

» කාගිල්ස්, මිලියන 4,200 කට ඩෝසන් කාර්යාල සංකීර්ණය විකුණයි
Mon Oct 02, 2017 11:19 am by nihal123

» SAMP.N0000 (SAMPATH BANK PLC)
Mon Oct 02, 2017 10:40 am by Ethical Trader

» In the Meantime, Within Our Shores !
Sat Sep 30, 2017 9:04 pm by කිත්සිරි ද සිල්වා

» සනත් අයියා ගහන ගැහිලි !
Fri Sep 29, 2017 6:55 pm by Ethical Trader

» 'මොනා ලීසා' නිරුවත් උඩු කයින්
Fri Sep 29, 2017 6:42 pm by Ethical Trader

» CB Governor offers key insights
Fri Sep 29, 2017 10:57 am by කිත්සිරි ද සිල්වා

» The Govt. Doesn’t wish to pay off debts at once’
Thu Sep 28, 2017 10:08 pm by Backstage

» රවීගේ ‘මහ බැංකු හොරු‘ කතාවට අධිපති ප්‍රතිචාර දක්වයි
Thu Sep 28, 2017 5:17 pm by Ethical Trader

» Sri Lanka Hambantota Port JV to be operational from November
Thu Sep 28, 2017 5:14 pm by Ethical Trader

» Obituary Notice.
Thu Sep 28, 2017 3:05 pm by කිත්සිරි ද සිල්වා

» නේෂන් ලංකා තැරැව්කරුට සියලු ගනුදෙනු තහනම්
Wed Sep 27, 2017 8:04 pm by nihal123

» තායිලන්තයේ හිටපු අගමැතිනියට සිර දඬුවම්
Wed Sep 27, 2017 6:02 pm by Ethical Trader

» විද්‍යා ඝාතනය: වරදකරුවන් හත් දෙනෙකුට මරණ දඬුවම
Wed Sep 27, 2017 5:59 pm by Ethical Trader

» Flying is the Safest mode of Transport
Wed Sep 27, 2017 5:33 pm by කිත්සිරි ද සිල්වා

» Oil,gold, silver Prices
Wed Sep 27, 2017 2:08 pm by කිත්සිරි ද සිල්වා

» JKH.N0000
Wed Sep 27, 2017 11:37 am by LSE

» Piece Price
Tue Sep 26, 2017 7:15 pm by pee ratio

» ලිට්රෝ ගෑස් මිල ඉහළට
Mon Sep 25, 2017 11:00 pm by nihal123

» යුනිටි ප්ලාසා හිමිකමෙන් 23% ක් රේණුකා යටතට
Mon Sep 25, 2017 7:39 pm by nihal123

» Plastic-degrading fungus found in Pakistan rubbish dump
Sun Sep 24, 2017 8:54 pm by කිත්සිරි ද සිල්වා

» CSE HOLIDAY LIST 2018
Fri Sep 22, 2017 5:20 pm by Rana

» ට්‍රම්ප් "මොළය අවුල් වූ මැරයෙක්" - කිම් ජොන්ග් අන්
Fri Sep 22, 2017 2:37 pm by Ethical Trader

» No one must die of cancer
Thu Sep 21, 2017 11:14 pm by කිත්සිරි ද සිල්වා

» ට්‍රම්ප්ගේ දේශනය "සුනඛයෙකුගේ බිරීමක්"
Thu Sep 21, 2017 6:05 pm by Ethical Trader

October 2017
SunMonTueWedThuFriSat
1234567
891011121314
15161718192021
22232425262728
293031    

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

Plantation sector updates

Page 4 of 4 Previous  1, 2, 3, 4

View previous topic View next topic Go down

Re: Plantation sector updates

Post by Backstage on Thu Aug 10, 2017 12:00 pm

New laws to revamp RPCs: PM

Claims RPCs have benefited the most in past 150 years
Asserts country cannot pay the price for bad performance of RPCs
New management qualifications to be introduced to RPC board members
profile
By Charumini de Silva

Prime Minister Ranil Wickremesinghe yesterday confirmed that new laws will be introduced for regional plantation companies (RPCs) to improve productivity and make them accountable to Parliament.

Speaking at the Colombo International Tea Convention organised by the Colombo Tea Traders Association (CTA) to celebrate 150 years of Ceylon Tea, he claimed that RPCs had enjoyed most of the benefits of the tea industry and it was time for them to deliver as standalone companies.

“As far as the RPCs are concerned we will bring in a new law which will put out the duties and the factions. You will find more active golden shareholders, not the sleeping ones and they all will be accountable to Parliament,” he added.

Wickremesinghe said the Government will assess the performance of the RPCs. “The bad performers should exit the sector, while the good performers must be encouraged to modernise and go ahead and face competition from the other side. The country cannot pay the price for the bad performers.”

He said that RPCs would have to become standalone companies and not as large groups added on to the balance sheets for them to get a better return or a price for their shares.

“You are running a RPC that that is earning money for us. Don’t put it to get away with your imports of motor cars or bridges. Anyone who is a golden shareholder will have to be a standalone company. You can invest in the group, I have no problem with that, but we cannot get submerged,” he stressed.

The Prime Minister also said that there will be qualifications introduced for directors who could be a non-working director and working director at RPC family holdings of 50 acres.

“In some RPCs, they have directors who are common to all their boards. Some of them don’t even drink tea — they drink either coffee or brandy,” he quipped.
avatar
Backstage
Top contributor
Top contributor

Posts : 3170
Join date : 2014-02-24

Back to top Go down

Re: Plantation sector updates

Post by The Invisible on Fri Aug 11, 2017 5:50 am

I expect a renewed interest in the plantations sector from today.

Balangoda & Mdulsima plantations have released unexpectedly exceptional reports that will drive those share prices to new highs

namunukula, Kegalle and Maskeliya plantations have released good reports inline with the expectations.

Elpitiya, Udapussellawa and hapugastenne to come with good quarterly reports.

I think more trading opportunities will come towards us.

Cheers

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by කිත්සිරි ද සිල්වා on Fri Aug 11, 2017 1:50 pm


Some were just woken up but there is no greater appetite yet. Very Happy
avatar
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 6774
Join date : 2014-02-23
Age : 59
Location : රජ්ගම

Back to top Go down

Re: Plantation sector updates

Post by The Invisible on Fri Aug 11, 2017 3:24 pm

කිත්සිරි ද සිල්වා wrote:
Some were just woken up but there is no greater appetite yet. Very Happy
Appetite will come slowly but don't forget this is the sector gave thunderous returns to the investors this year so far while all other industries just crawling and limping.

Today Balangoda entered into a new territory and closed @ 21.80
Madulsima too entered into a new territory and closed @ 10.90
Malwathe already establishing around 6.00
Udapusellawa and Hapugasthenne showing strong signs of establishing new highs
Elpitiya have stabilized arfround 30.00 and the next move will take the stock to a completely unknown territory

How will these stocks trade in the next couple of weeks will place the plantation sector on a completely new track.

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by කිත්සිරි ද සිල්වා on Fri Aug 11, 2017 5:18 pm

Yes. Very Happy
( Happy, I got there before many others realized the opportunity ) bounce
The Invisible wrote:
කිත්සිරි ද සිල්වා wrote:
Some were just woken up but there is no greater appetite yet. Very Happy
Appetite will come slowly but don't forget this is the sector gave thunderous returns to the investors this year so far while all other industries just crawling and limping.

Today Balangoda entered into a new territory and closed @ 21.80
Madulsima too entered into a new territory and closed @ 10.90
Malwathe already establishing around 6.00
Udapusellawa and Hapugasthenne showing strong signs of establishing new highs
Elpitiya have stabilized arfround 30.00 and the next move will take the stock to a completely unknown territory

How will these stocks trade in the next couple of weeks will place the plantation sector on a completely new track.
avatar
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 6774
Join date : 2014-02-23
Age : 59
Location : රජ්ගම

Back to top Go down

Re: Plantation sector updates

Post by jiggysaurus on Fri Aug 11, 2017 10:44 pm

The Invisible wrote:I expect a renewed interest in the plantations sector from today.

Balangoda & Mdulsima plantations have released unexpectedly exceptional reports that will drive those share prices to new highs


Oya Dekey habay podi gimarting part ekak uth thiyenawa. See note 7 in BALA

jiggysaurus
Top contributor
Top contributor

Posts : 548
Join date : 2014-07-09

Back to top Go down

Re: Plantation sector updates

Post by The Invisible on Sat Aug 12, 2017 12:31 am

jiggysaurus wrote:
The Invisible wrote:I expect a renewed interest in the plantations sector from today.

Balangoda & Mdulsima plantations have released unexpectedly exceptional reports that will drive those share prices to new highs


Oya Dekey habay podi gimarting part ekak uth thiyenawa. See note 7 in BALA

I noted that very early. The management fee and the management profit share were not paid due to the cash constraints. They have provided it early but now reversing. But what is most important is the recurring earning by this company which is the gross profit minus operating expenditure. As there are no taxes any surplus is a pure profit. The lower issued share capital will be responsible for a higher EPS. If BALA can produce another 8/- as EPS for next half then can you think the price @ a PE of say 3x.

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by smallville on Sun Aug 13, 2017 7:47 am

All plantations are doing reasonably well due to the SL droughts in 2017, see the results of TEA.. good EPS.. Look at BOPL n HAPU, though not exceptional, best results in recent times were produced.
I wonder where prices be on Monday.

_________________
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: Plantation sector updates

Post by The Invisible on Sun Aug 13, 2017 4:51 pm

What I can say is profitable plantation companies will close at a higher price next week than the previous week.

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by The Invisible on Mon Sep 25, 2017 4:20 pm

The Invisible wrote:What I can say is profitable plantation companies will close at a higher price next week than the previous week.

Writing after about 6 weeks. So where are we now on this sector.

The Index has gained by around 6%

What about individual stock prices
As at 22nd Sep 17

BALA + 22%
MAL + 22%
MADU + 33%
MASK + 27%
HAPU + 11%
LDEV + 177%

So are we in a nice little rally ATM?

Today also these stocks reported gains with significant quantity traded.

Now the golden question is where these be at the time of quarterly account release. Basketball

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by mymoney on Mon Sep 25, 2017 4:49 pm

The Invisible wrote:
The Invisible wrote:What I can say is profitable plantation companies will close at a higher price next week than the previous week.

Writing after about 6 weeks. So where are we now on this sector.

The Index has gained by around 6%

What about individual stock prices
As at 22nd Sep 17

BALA + 22%
MAL + 22%
MADU + 33%
MASK + 27%
HAPU + 11%
LDEV + 177%

So are we in a nice little rally ATM?

Today also these stocks reported gains with significant quantity traded.

Now the golden question is where these be at the time of quarterly account release. Basketball

Great..., Strong fundamental ELPL stile lagging....

mymoney

Posts : 469
Join date : 2014-08-06

Back to top Go down

Re: Plantation sector updates

Post by The Invisible on Tue Sep 26, 2017 11:57 am

As I said previously the plantation sector is not done yet. Strong undervalued stocks are finding the true values after more than five years. Great environment for retailers.

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by CK on Tue Sep 26, 2017 2:21 pm

Super run invi as you suggested . Wonder why no one except very few talk about it here. 
Any way I am making super profits in plantations and invi is one I should thank. Also thanks to ET for his generous helps.
avatar
CK
Active Member
Active Member

Posts : 1027
Join date : 2015-11-01

Back to top Go down

Re: Plantation sector updates

Post by The Invisible on Tue Sep 26, 2017 4:51 pm

Yes CK. I wish if I talked more on LDEV, MAL, BALA, MASK, UDPL, HAPU, etc here one month back. But time has prevented me from doing so.

I made super profits too. In some places my gains exceeded 200%. The very good example is LDEV.

Will try to analyze the industry going forward from now onwards. We need to look at the sustainability of the commodity price trend too.

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by CK on Tue Sep 26, 2017 5:40 pm

The Invisible wrote:Yes CK. I wish if I talked more on LDEV, MAL, BALA, MASK, UDPL, HAPU, etc here one month back. But time has prevented me from doing so.

I made super profits too. In some places my gains exceeded 200%. The very good example is LDEV.

Will try to analyze the industry going forward from now onwards. We need to look at the sustainability of the commodity price trend too.  
Invi I read all your post in other places also. You talked enough about above shares.  Those posts of you helped me lot to pick right plantation shares.. 
(Some narrow minds may find join in other forums as a crime...  Very Happy..)
avatar
CK
Active Member
Active Member

Posts : 1027
Join date : 2015-11-01

Back to top Go down

Re: Plantation sector updates

Post by කිත්සිරි ද සිල්වා on Wed Sep 27, 2017 2:04 pm

[You must be registered and logged in to see this link.]
avatar
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 6774
Join date : 2014-02-23
Age : 59
Location : රජ්ගම

Back to top Go down

Re: Plantation sector updates

Post by CK on Wed Sep 27, 2017 5:45 pm

Thanks kith
avatar
CK
Active Member
Active Member

Posts : 1027
Join date : 2015-11-01

Back to top Go down

Re: Plantation sector updates

Post by CK on Wed Sep 27, 2017 5:54 pm

Look bala,  how undervalued with expected earnings ...mal udpl mask also good. I am positive with tpl also this time
avatar
CK
Active Member
Active Member

Posts : 1027
Join date : 2015-11-01

Back to top Go down

Re: Plantation sector updates

Post by The Invisible on Thu Sep 28, 2017 6:28 pm

The super rally continues today as well with LDEV & MAL leading the proceedings today.

The Invisible

Posts : 169
Join date : 2016-11-28

Back to top Go down

Re: Plantation sector updates

Post by CK on Thu Sep 28, 2017 7:08 pm

The Invisible wrote:The super rally continues today as well with LDEV & MAL leading the proceedings today.
Unbelievable run from both ldev and mal.. My broker continuously saying me to sell both in these level as he feel these 2 are really hot. He never gave me a buying opinion any of these.  Still these 2 are really under valued with expected earnings . But he don't have any clue..  Actually how these broker guys are selected?
avatar
CK
Active Member
Active Member

Posts : 1027
Join date : 2015-11-01

Back to top Go down

Re: Plantation sector updates

Post by Backstage on Thu Sep 28, 2017 10:47 pm

Timely call Invi, well done and keep it coming. Thanks.
avatar
Backstage
Top contributor
Top contributor

Posts : 3170
Join date : 2014-02-24

Back to top Go down

Re: Plantation sector updates

Post by Senarath67 on Sat Oct 07, 2017 6:41 pm

Dear Invisible,Your foresight in plantation sector has helped many in the forum to earn substantial profits from selected shares some of which were not know even as plantation companies.As per world bank predictions,world Tea prices are on the rise up to 2020.Also Sri Lankan tea is getting premium prices in auctions.Greatly appreciate if you could continue to enlighten us on the trend and opportunities in selected shares in the sector.

Senarath67

Posts : 22
Join date : 2016-08-26

Back to top Go down

Page 4 of 4 Previous  1, 2, 3, 4

View previous topic View next topic Back to top


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