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» Resus Energy වැඩි බලය Trydan Partners යටතට
Yesterday at 6:13 pm by Ethical Trader

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» Laughter the Best Medicine
Yesterday at 12:00 pm by කිත්සිරි ද සිල්වා

» JINS.N0000 ( Janashakthi Insurance PLC)
Yesterday at 10:06 am by CK

» බුද්ධ භවනා
Thu Feb 22, 2018 2:35 pm by Ethical Trader

» Happy Birthday
Wed Feb 21, 2018 7:28 pm by The Alchemist

» හවුල් ආණ්ඩුව තවදුරටත් පවතින බව පාර්ලිමේන්තුවට දන්වයි
Wed Feb 21, 2018 5:17 pm by Ethical Trader

» ජීවිතය පටන් ගන්නේ 60න්
Wed Feb 21, 2018 3:14 pm by lanka

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» මිලියන 4,000 ක අකිලගේ ටැබ් කොන්ත්‍රාත්තුව අබාන්ස්ට
Tue Feb 20, 2018 7:55 pm by nihal123

» Dhananath Fernando wins $ 10,000 for Sri Lanka in Think Tank Shark Tank in Asia
Mon Feb 19, 2018 11:35 am by Ethical Trader

» උදයංග වීරතුංග රැගෙන ඒමට පොලිස් නිලධාරීහු ඩුබායි වෙත
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» ධම්මික පෙරේරා කෝටි 16 ක කාරයක් ගෙනෙයි
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» ආර්ථික අර්බුදය ඉක්මවා ගිය දේශපාලන අර්බුදය හමුවේ 'රුපියල'
Fri Feb 16, 2018 7:00 pm by Ethical Trader

» SAMP.N0000 (SAMPATH BANK PLC)
Fri Feb 16, 2018 2:18 pm by Ethical Trader

» APLA.N0000 (ACL PLASTICS PLC)
Fri Feb 16, 2018 11:12 am by pjrngroup

» විගණකාධිපතිගේ 2016 වාර්තාව මෙන්න
Tue Feb 13, 2018 12:31 pm by Ethical Trader

» Boost for foreign investment in Govt. securities
Thu Feb 08, 2018 12:45 pm by Ethical Trader

» අනිලානා පුද්ගලික නිකුතුවට කොටස්කරුවන්ගේ සහාය පතයි
Thu Feb 08, 2018 9:28 am by The Invisible

» CCS.N0000 ( Ceylon Cold Stores)
Wed Feb 07, 2018 7:39 pm by Ethical Trader

» ලෝක ආර්ථිකය කඩා වැටෙද්දී එහි බලපෑම කොළඹට දැනුන හැටි
Tue Feb 06, 2018 11:13 pm by nihal123

» තෙල් මිලේ වැඩිවීමෙන් ගුවන් ටිකට් මිල නගී
Tue Feb 06, 2018 11:04 pm by Ethical Trader

» ජනාධිපති පරීක්ෂණ කොමිෂන් සභාවෙන් ලද, සිංහල භාෂාමය වාර්තා තිස් හතර (34)
Tue Feb 06, 2018 11:04 pm by Ethical Trader

» විල්පත්තු "වන විනාශය": පෙත්සම සලකා බැලීමට අධිකරණයේ අවසර
Mon Feb 05, 2018 9:10 pm by nihal123

» බැඳුම්කරය: ඇලෝසියස් සහ පළිසේන අත්අඩංගුවට
Mon Feb 05, 2018 9:08 pm by nihal123

» TPL.N0000 (TALAWAKALE PLANTATIONS )
Sat Feb 03, 2018 1:02 pm by bear

» ජනශක්ති ගනුදෙනුව තීන්දුයි. වටිනාකම රුපියල් බිලියන 16 යි
Fri Feb 02, 2018 7:57 pm by nihal123

» කොළඹ කොටස් අසාමූහිකරණ පනත පාර්ලිමේන්තුවට
Fri Feb 02, 2018 5:42 pm by Ethical Trader

» BBC කණ්ඩායමක් තාලිබාන් පාලන කලාපයකට ඇතුල් වෙති
Thu Feb 01, 2018 5:05 pm by Ethical Trader

» වර්ෂ 152 කට පසු දර්ශනය වන 'සුපිරි නීල රුහිරු සඳ'
Thu Feb 01, 2018 4:58 pm by Ethical Trader

» ලංකා බැංකුවට අයත් ජනශක්ති හිමිකම විකුණයි
Thu Feb 01, 2018 4:54 pm by Ethical Trader

» අයවැය ක්‍රියාත්මක කිරීමේ දී පාර්ලිමේන්තුවේ අධීක්ෂණය දුර්වලයි
Thu Feb 01, 2018 4:52 pm by Ethical Trader

» ජනපති හා ADB අධ්‍යක්ෂ මණ්ඩල සාමාජිකයින් අතර හමුවක්
Thu Feb 01, 2018 4:51 pm by Ethical Trader

» තවත් කොටස් තැරැව්කාර සමාගමක් වසා දමයි
Thu Feb 01, 2018 4:50 pm by Ethical Trader

» ජනපතිගේ රැලිය ආවරණය කිරීමට ගිය මාධ්‍යවේදීන්ට "තර්ජන"
Wed Jan 31, 2018 6:59 pm by soileconomy

» Bank of Ceylon divests stake in Janashakthi Insurance
Tue Jan 30, 2018 3:58 pm by TraderCSE

» වෛද්‍ය වර්ජනය: රජයේ වෛද්‍ය නිලධාරීන්ගේ සංගමයේ ඉල්ලීම් මොනවාද?
Mon Jan 29, 2018 6:36 pm by Ethical Trader

» නිවුන් අලි උපත්: මේ කරුණු දැන සිටියාද?
Mon Jan 29, 2018 12:14 pm by Ethical Trader

» Perpetual Treasuries
Mon Jan 29, 2018 7:43 am by Danidu

» කලා කෘතියක් ඉල්ලූ ජනාධිපති ට්‍රම්ප් වෙත 'රන් වැසිකිලියක්' - වාර්තා
Sat Jan 27, 2018 6:37 pm by Ethical Trader

» TJL.N0000 (Textured Jersey Lanka PLC.)
Fri Jan 26, 2018 6:32 pm by Ethical Trader

» සේවා ස්ථානයේ අරියාදු සහ අඩන්තේට්ටම් : 'බුලි' වුණොත් මොකද කරන්නේ?
Thu Jan 25, 2018 5:02 pm by Ethical Trader

» RULES ON ALL OR NONE (AON) BLOCKS
Thu Jan 25, 2018 4:55 pm by Ethical Trader

» Time is of essence in dealing with dengue:Expert, Recent deaths could be due to patients "coming in late" for treatment
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» නියම බුදු දහම
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» "දූෂණය" ගැන මහින්ද රාජපක්ෂට නඩු පවරන්න - ජනාධිපති කොමිසම
Wed Jan 24, 2018 7:04 pm by Ethical Trader

» හිඟයක් වැළැක්වීමට ලේ දන් දෙන්න: ජනතාව වෙත ඉල්ලීමක්
Tue Jan 23, 2018 7:12 pm by Ethical Trader

» බලාගෙනයි, 'ගුවනින් අසූචි'!
Tue Jan 23, 2018 7:10 pm by Ethical Trader

» සිව් හෙලයේ ඉතිහාසය නිවැරදි කිරීම
Tue Jan 23, 2018 11:51 am by Ethical Trader

» ප්‍රගීත් එක්නැලිගොඩ: "ෆයිල් අතුරුදහන්වීම" ගැන සන්ධ්‍යා හමුදාපතිට කිවූ දේ
Thu Jan 18, 2018 12:13 pm by Ethical Trader

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VONE.N0000 (VALLIBEL ONE PLC)

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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..


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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

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Re: VONE.N0000 (VALLIBEL ONE PLC)

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

EPS has improved in 2015

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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.

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Re: VONE.N0000 (VALLIBEL ONE PLC)

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

Revenue of Diversified Companies.

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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.


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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?
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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..

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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

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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

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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.

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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.

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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

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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.

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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.
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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.

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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.

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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.
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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?
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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...

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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.
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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...

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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 ?
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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?

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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.
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