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

Display results as :
 


Rechercher Advanced Search

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

» Dividend Announcement
Fri Sep 22, 2017 5:19 pm by Rana

» SPEN.N0000
Fri Sep 22, 2017 3:01 pm by LSE

» Laughter the Best Medicine
Fri Sep 22, 2017 2:51 pm by Ethical Trader

» 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

» ලංකා බැංකුව, මහජන බැංකුව සහ ශ්‍රී ලංකා ඉන්ෂුවරන්ස් කොටස් වෙළෙඳපොළට
Thu Sep 21, 2017 6:01 pm by Ethical Trader

» ලංකා සිමෙන්ති කොටස් ගනුදෙනුවල අසාමාන්‍ය හැසිරීමක් – සභාපති කරුණු පහදයි
Wed Sep 20, 2017 8:06 pm by nihal123

» උතුරු කොරියාව විනාශ කරනවා - ජනාධිපති ඩොනල්ඩ් ට්‍රම්ප්
Wed Sep 20, 2017 12:33 pm by Ethical Trader

» LIOC.N0000 (Lanka IOC PLC)
Wed Sep 20, 2017 10:23 am by LSE

» In the Meantime, Within Our Shores !
Wed Sep 20, 2017 8:41 am by කිත්සිරි ද සිල්වා

» Nanodegrees
Tue Sep 19, 2017 11:40 pm by Backstage

» Picture of the day - for diss-cuss-ion and deb-ate.
Tue Sep 19, 2017 10:51 pm by Backstage

» පර්පෙචුවල් පලිසේනට බෝනස් කෝටි 10 ක්
Tue Sep 19, 2017 6:41 am by CK

» Be prepared for dry weather: Experts
Mon Sep 18, 2017 10:27 pm by nihal123

» නමක් පමණක් ඇති සමාගමකට ඩොලර් මිලියන 600 ක් රැස්කර ගත් චමත් පලිහපිටිය
Mon Sep 18, 2017 3:38 pm by nihal123

» කොටස් මිල ඉහල යාම ගැන ලංකෙම් ඩිවලොප්මන්ට්ස් වෙතින් කරුණු විමසයි
Mon Sep 18, 2017 3:35 pm by nihal123

» ධම්මික රුපියල් බිලියන 12.5කට සිංගර් ශ්‍රී ලංකා මිලට ගැනීමට තීන්දු කරයි
Sun Sep 17, 2017 2:05 pm by Danidu

» උතුරු කොරියාව ජපානයට ඉහලින් තවත් මිසයිලයක් විදියි
Fri Sep 15, 2017 5:46 pm by Ethical Trader

» උතුරු කොරියාවෙන් ඇමෙරිකාවට බිහිසුණු තර්ජනයක්
Thu Sep 14, 2017 5:59 pm by Ethical Trader

» කොටස් වෙළෙඳපොළට ප්‍රාග්ධන බදු නැහැ – නව බදු අයකිරීම් 2018 අප්‍රේල් 01 සිට ක්‍රියාත්මකයි
Thu Sep 14, 2017 11:42 am by Ethical Trader

» සන්නිවේදන සමාගමක් මූල්‍ය සමාගමක බලය අල්ලයි
Tue Sep 12, 2017 8:57 pm by nihal123

» උතුරු කොරියාව සම්බන්ධයෙන් රුසියාවේ පිළිවෙත කුමක්ද?
Tue Sep 12, 2017 5:50 pm by Ethical Trader

» ශ්‍රී ලංකාව උතුරු කොරියාවට එරෙහි සම්බාධක 'උල්ලංඝනය කරලා'
Mon Sep 11, 2017 6:55 pm by Yin-Yang

» වෙළෙඳ දැන්වීමක මස් බුදින ගනේෂ දෙවියන්, බුදු හිමියන් සහ යේසුස් වහන්සේ
Mon Sep 11, 2017 5:48 pm by Ethical Trader

» 'සයිබර් බුලින්' විඳ එයට එරෙහි වී සම්මාන ලබන ශ්‍රී ලාංකික තරුණිය
Mon Sep 11, 2017 11:57 am by Ethical Trader

» NDB.N0000 (NATIONAL DEVELOPMENT BANK PLC)
Sun Sep 10, 2017 8:02 am by spw19721

» APLA.N0000 (ACL PLASTICS PLC)
Sun Sep 10, 2017 7:56 am by spw19721

» සිල් රෙදි නඩුව: හිටපු ජනපති ලේකම්, TRCSL සභාපති සිරගෙට
Fri Sep 08, 2017 12:35 pm by Ethical Trader

» PAYE බදු නිදහස් සීමාව ඉහළට
Fri Sep 08, 2017 10:24 am by nihal123

» V 2025 - A Country enriched
Thu Sep 07, 2017 1:53 pm by Danidu

» අනුෂ පැල්පිට - ලලිත් වීරතුංගට වසර තුනක සිරදඬුවම්
Thu Sep 07, 2017 1:22 pm by nihal123

» පොහොසත් රටේ කොටස් වෙළෙඳපොළට 2025 දී වෙන දේ
Thu Sep 07, 2017 10:57 am by Ethical Trader

» ‘දැන් ඉතිං වළක් කපන් වැළලෙන්න තියෙන්නේ‘ - බුකියේ ගිය රස කතා
Thu Sep 07, 2017 10:49 am by nihal123

» ශ්‍රී ලංකාව යළිත් පරාදයි
Thu Sep 07, 2017 10:38 am by Ethical Trader

» ශ්‍රී ලංකා ක්‍රිකට් වලට මොකද වුනේ? - සනත් කතා කරයි
Thu Sep 07, 2017 10:31 am by Ethical Trader

» බැඳුම්කර කොමිසම ඉදිරියේ හෙළි වූ කරුණු මොනවාද?
Thu Sep 07, 2017 10:22 am by Ethical Trader

» සිංගප්පූරුවේ Ube, ටෝක්යෝ සිමෙන්ති හිමිකම අඩකින් අඩුකරයි
Wed Sep 06, 2017 1:31 pm by nihal123

» Donkey Sex
Wed Sep 06, 2017 10:54 am by Backstage

» එළුවන් නළුවන් වෙලා
Wed Sep 06, 2017 10:16 am by Backstage

» "තේරුණේ දැන් තමයි"
Tue Sep 05, 2017 1:58 pm by jiggysaurus

» Whatever happened to the monastic Sangha?
Tue Sep 05, 2017 1:56 pm by jiggysaurus

» මෙරට විශ්වවිද්‍යාලවල 70%ක්‌ කාන්තාවෝ
Tue Sep 05, 2017 1:55 pm by jiggysaurus

» stock market’s downward trend
Mon Sep 04, 2017 9:47 pm by jiggysaurus

» ඔබේ මන්ත්‍රීවරයා පාර්ලිමේන්තු යනවාද?
Mon Sep 04, 2017 9:43 pm by jiggysaurus

» සෝයා ගනුදෙනුවෙන් කොළඹ කොටස් පිරිවැටුම ඉහළට
Mon Sep 04, 2017 4:19 pm by nihal123

» "හොඳම තෑග්ග ජනතාවගේ සතුට" - හොඳම තරුණ විද්‍යාඥයා වූ ශ්‍රී ලාංකිකයා
Sun Sep 03, 2017 9:50 pm by Backstage

» Sri Lanka govt securities demonstrate positive investor sentiments:
Sun Sep 03, 2017 9:43 pm by Backstage

» Asha Phillip Technical Analysis Report - September 2017
Sun Sep 03, 2017 9:41 pm by Backstage

September 2017
SunMonTueWedThuFriSat
     12
3456789
10111213141516
17181920212223
24252627282930

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

VONE.N0000 (VALLIBEL ONE PLC)

View previous topic View next topic Go down

VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:21 pm

Diversified companies grow to such extent that often reminds the tentacles of a Giant Octopus which cling into many areas...

VONE is so well diversified company..


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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:29 pm

Revenue of 2015 has come down but not the PAT

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:31 pm

EPS has improved in 2015

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:33 pm

There are companies where it often trade below Net Assets Value for a longer period and VONE is one such.

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:35 pm

Revenue of Diversified Companies.

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:37 pm

Profit of the company stand tall against other peers.


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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by Yin-Yang on Thu May 05, 2016 12:46 pm

I love that Octopus tree diagram. Great effort +.
YK, did you do it yourself?
avatar
Yin-Yang

Posts : 907
Join date : 2016-03-12

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:47 pm

Net Profit percentage to Revenue among the diversified sector..

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Thu May 05, 2016 12:53 pm

Yin-Yang wrote:I love that Octopus tree diagram. Great effort +.
YK, did you do it yourself?

Thanks... I reproduced using the diagram in its 2015 Annual report...

Once I have enough data , I will reproduce this diagram to show that its worth to hold Sons and not Fathers for Dividend purpose

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Mon Aug 01, 2016 5:02 pm

Now we are to look at 2015/16 of VONE where revenue is still behind 2014 level but recording the best PAT

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Mon Aug 01, 2016 5:04 pm

EPS has gone up and it seems that market has not done due justification to the share price of this company.

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Mon Aug 01, 2016 5:05 pm

This is another company where Net Asset Value stay above Market value for a long period.

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

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Mon Aug 01, 2016 5:32 pm

ROCEL and LB Finance were among the best performers of the company which made VONE to reach high in earnings.

SO its worthy looking into these two entities separately.


**********************************

LB Finance

LB Finance has been a leading NBFI for more than four decades.

LB Finance has firmly established in Gold Pawning with a portfolio of Rs 13,136 Million. LB continue to concentrate on gold pawning and recorded a growth of 26.55% in gold loan advances.

There are two advantages to LB in Gold Pawning.

1. Commercial Banks are giving up Gold Pawning .
2. Another leading NBFI , PLC.N is not into gold pawning

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

This lacuna is easily filled by LB.

Within the year two new Gold Loan Centers were completed making 146 touch points for pawning .

Deposits is the primary source of funds and improvement and diversification of fund base was seen in the year.

Leasing also improved substantially where a notable 60.59%  if interest income was seen lease rental receivables

As per trading economics 2015 was the highest year that registered cars in SL and naturally all leasing companies got the benefit.

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


Last edited by yellow knife on Mon Aug 01, 2016 6:04 pm; edited 3 times in total

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by CK on Mon Aug 01, 2016 5:38 pm

yellow knife wrote:ROCEL and LB Finance were among the best performers of the company which made VONE to reach high in earnings.

SO its worthy looking into these two entities separately.


**********************************

LB Finance

LB Finance has been a leading NBFI for more than four decades.

LB Finance has firmly established in Gold Pawning with a portfolio of Rs 13,136 Million. LB continue to concentrate on gold pawning and recorded a growth of 26.55% in gold loan advances.

There are two advantages to LB in Gold Pawning.

1. Commercial Banks are giving up Gold Pawning .
2. Another leading NBFI , PLC.N is not into gold pawning

This lacuna is easily filled by LB.

Within the year two new Gold Loan Centers were completed making 146 touch points for pawning .

Deposits is the primary source of funds and improvement and diversification of fund base was seen in the year.

Leasing also improved substantially where a notable 60.59%  if interest income was seen lease rental receivables
thanks YK for the explanation.
avatar
CK
Active Member
Active Member

Posts : 970
Join date : 2015-11-01

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Mon Aug 01, 2016 5:56 pm

ROCEL too helped in bottom line .

AS Jana mentioned in LWL thread, crude oi price influenced the ceramic industry and let me quote form the Annual report.

" The plummeting global oil prices had a postie impact on the tile industry and sanitary ware industries: bringing down the production costs advantageously. With energy costs being one of the largest expenditure components of the production process.."


Oil has given two strategies for investors

1. Shfiting among comapnies that get +/- with oil price influence.

Eg: Buying ceramic, pvc, rubber related manufacting  company shares when oil price come down and exit when oil bottomed up.

2. Diversify between companies where oil price influence positively and negatively.

VONE gets the benefits of lower oil price in ceramic industry but adversely affected in rubber related plantations like HoPL.

My choice is also the choice of VONE where strategically prepare for positives and negatives of oil by diversifying the portfolio than shifting.

However shifters get more advantages than diversifying  in investing shares.

ROCEL has achieved many international standards like CE Marks Certification without which you would not be able to export to Euro zone.

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

Expansion
[th][/th][th]Effective region[/th][th]Product category[/th][th]Legal status[/th][th]Website[/th]
Conformité Européenne
European Economic Area
Various
Mandatory
CE Marking homepage



By now ROCEL is well established in Oalkeing , Melbourne and well footed in State of Victoria of Australia. Further expansion is expected in Pakistan and Maldives.

Manufacturing industry like happened in South Korea, has to first achieve a Monopoly status within home land and next improve in quality to export. ROCEL has passed the relevant stages of learning curve and we hope that they will pass the tough tests of export world. .

This is what business is.

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by Ethical Trader on Mon Aug 01, 2016 6:29 pm

I like your point on oil price fluctuation. Thanks.
avatar
Ethical Trader
Top contributor
Top contributor

Posts : 2656
Join date : 2014-02-28

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by GroundedKestrel on Mon Aug 29, 2016 11:21 am

What is wrong with this share?

I haven't held this for a long time (since it was at Rs.17) but there seems to be a perpetual curse around it.

What are the reasons for its continous stagnation?

1) 1 Bn market cap too large?

2) The slow progress on Greener Water (the very reason for the IPO)?

3) No big fish buying a stake in the company to drive the price?

4) People weary about the potential backlash DP and Co could face as politically motivated revenge?

Thoughts anyone?
avatar
GroundedKestrel

Posts : 282
Join date : 2014-11-28

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Mon Aug 29, 2016 2:16 pm

Well at the beginning of this company, DP said he will come up with Vallible Two and by that Vallibel One's share price will be doubled...

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by GroundedKestrel on Mon Aug 29, 2016 2:24 pm

yellow knife wrote:Well at the beginning of this company, DP said he will come up with Vallible Two and by that Vallibel One's share price will be doubled...


Ah yes, I remember. One for each daughter and the third one for charity. During the IPO it went upto Rs.38.50! Sadly went out of action after that.

I think that they should declare a higher dividend to keep shareholders interested even if they cannot do anything to the share price.
avatar
GroundedKestrel

Posts : 282
Join date : 2014-11-28

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by yellow knife on Mon Aug 29, 2016 2:30 pm

Once I calculated that when VONE declares a dividend of 75 cents DP gets a half a billion tax free income...

yellow knife
Top contributor
Top contributor

Posts : 5554
Join date : 2014-03-27

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by Backstage on Mon Aug 29, 2016 11:12 pm

yellow knife wrote:Once I calculated that when VONE declares a dividend of 75 cents DP gets a half a billion tax free income...

I wonder what he does in the weekend. Any ideas YK ?
avatar
Backstage
Top contributor
Top contributor

Posts : 3154
Join date : 2014-02-24

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by HUNTER on Mon Aug 29, 2016 11:42 pm

75 cents is less than 4%

Let do this;

Let's create a company and issue few billion shares @ 20/- each. Lets keep about 1 billion shares for ourselves. And we'll announce that the dividend will be guaranteed more than 1/- each year.

And put all money in FD or TB.
After paying dividends, balance will be re-invested.

So,
The Company will see steady growth and steady dividend payouts higher than most in CSE.

And we will have 1 billion regular income.

Who want to buy the shares @ 20/- ?

Who wants to start this?

avatar
HUNTER
Top contributor
Top contributor

Posts : 1647
Join date : 2014-07-14

Back to top Go down

Re: VONE.N0000 (VALLIBEL ONE PLC)

Post by GroundedKestrel on Tue Aug 30, 2016 1:04 pm

HUNTER wrote:75 cents is less than 4%

Let do this;

Let's create a company and issue few billion shares @ 20/- each. Lets keep about 1 billion shares for ourselves. And we'll announce that the dividend will be guaranteed more than 1/-  each year.

And put all money in FD or TB.
After paying dividends, balance will be re-invested.

So,
The Company will see steady growth and steady dividend payouts higher than most in CSE.

And we will have 1 billion regular income.

Who want to buy the shares @ 20/- ?

Who wants to start this?


With your trading skills, we can create the next Quantum Fund or Fidelity Investments HUNTER Very Happy

I need to answer you on the trading thread. My access to the internet was very limited as I was abroad for the last few days so i apologise for the delay.

Your idea is well and good btw. What is the maximum length one could get a fixed deposit for though? Hell to pay if the rates are reduced once the length of the FD or TB expires.
avatar
GroundedKestrel

Posts : 282
Join date : 2014-11-28

Back to top Go down

View previous topic View next topic Back to top


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