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RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

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RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Thu May 05, 2016 5:24 pm

Ceramic industry of Sri Lanka has become a Monopoly with interconnected tentacles of a octopus model .

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Thu May 05, 2016 5:29 pm

Following chart of Net Assets Value shows the company values and not the Group.

However the Market Value was subject to a bubble in 2011.

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Thu May 05, 2016 5:33 pm

Revenue and PAT of the group.

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Thu May 05, 2016 5:33 pm

EPS has grown in 2015

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Thu May 05, 2016 5:35 pm

Net Assets and Market Value of the company

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Thu May 05, 2016 5:40 pm

When we consider the company only , it shows that from 2011, performance has improved substantially and reaching a higher plateau...

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Thu May 05, 2016 5:47 pm

PAT to Revenue percentage


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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by xmart on Thu May 05, 2016 11:00 pm

superb presentation again +++

illustration of organisation structure was very good. RCL group is a worth investment. DP web has penetrated to all the sectors and they are well managed.
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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by Danidu on Fri May 06, 2016 12:25 am

Good one again, Thank you yellow knife for this.

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by serene on Fri May 06, 2016 5:14 am

Thanks YK.
Really appreciate your effort.

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by First Guy on Fri May 06, 2016 7:24 am

This is a massive thread started by path
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RCL trades at 4.4x P/E and 1.0x P/B
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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Fri May 06, 2016 7:56 am

FG

Please merge the two threads..

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by Admin on Fri May 06, 2016 8:04 am

yellow knife wrote:FG

Please merge the two threads..

Your charts and content deserve a new thread. Let it be.

I posted path's thread so others can refer for more info and past discussions

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by Ethical Trader on Fri May 06, 2016 10:43 am

Another Good one YK. Continue the good work.
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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by chutiputha on Sat May 07, 2016 7:21 am

It's what we should proud about our Man Mr.Dammika who is have good Monopoly in SL,otherwise some one will take over and make it worst,Siyarata De Sirisapa De..

And Thank U YK Sir for ur good effort of analysing the whole things...Keep it up..
++++

yellow knife wrote:Ceramic industry of Sri Lanka has become a Monopoly with interconnected tentacles of a octopus model .

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by Ethical Trader on Sat May 07, 2016 7:57 am

Chuti, monopolies or cartels are not good to any country, big or small. If the country is small, monopolies would be able to control the governments too. Read the first post of YK to learn what a monopoly tried to do so in US. We need to learn a lesson from it.

Its true, that Dammika is a good person but monopolies are bad by any standard.

chutiputha wrote:It's what we should proud about our Man Mr.Dammika who is have good Monopoly in SL,otherwise some one will take over and make it worst,Siyarata De Sirisapa De..

And Thank U YK Sir for ur good effort of analysing the whole things...Keep it up..
++++

yellow knife wrote:Ceramic industry of Sri Lanka has become a Monopoly with interconnected tentacles of a octopus model .

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by chutiputha on Sat May 07, 2016 8:45 am

Yah,But these companies under State man,that what i really wanned to notify..

Ethical Trader wrote:Chuti, monopolies or cartels are not good to any country, big or small. If the country is small, monopolies would be able to control the governments too. Read the first post of YK to learn what a monopoly tried to do so in US. We need to learn a lesson from it.

Its true, that Dammika is a good person but monopolies are bad by any standard.

   
chutiputha wrote:It's what we should proud about our Man Mr.Dammika who is have good Monopoly in SL,otherwise some one will take over and make it worst,Siyarata De Sirisapa De..

And Thank U YK Sir for ur good effort of analysing the whole things...Keep it up..
++++

yellow knife wrote:Ceramic industry of Sri Lanka has become a Monopoly with interconnected tentacles of a octopus model .

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by කිත්සිරි ද සිල්වා on Sat May 07, 2016 9:03 am

Once you have money, power comes along with it.
Then anyone can re-write the history the way he or she wants it to be read. Very Happy
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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Mon May 09, 2016 8:58 am

chutiputha wrote:Yah,But these companies under State man,that what i really wanned to notify..

Ethical Trader wrote:Chuti, monopolies or cartels are not good to any country, big or small. If the country is small, monopolies would be able to control the governments too. Read the first post of YK to learn what a monopoly tried to do so in US. We need to learn a lesson from it.

Its true, that Dammika is a good person but monopolies are bad by any standard.

   
chutiputha wrote:It's what we should proud about our Man Mr.Dammika who is have good Monopoly in SL,otherwise some one will take over and make it worst,Siyarata De Sirisapa De..

And Thank U YK Sir for ur good effort of analysing the whole things...Keep it up..
++++

yellow knife wrote:Ceramic industry of Sri Lanka has become a Monopoly with interconnected tentacles of a octopus model .

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Why not we have a separate thread to discuss on octopus style monopolies..

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by Hawk Eye on Mon May 09, 2016 11:36 pm

How is RCL performing in its core business.? It will reflect the actual position if you compare , when RCL makes an acquisitions and how it contributed towards RCL Revenue and PAT.

I think RCL will have a bad time as the GOSL removed import tariff on Ceramic Tile in November 2o15. People have more option and you can see lot of cheap imported tile brands sold in market. Did anyone notice that Dammika Perera sold 483200 shares of RCL in November 2015. If Dammika sells being the owner and Director of the RCL soon after tariff removal, you can expect what next

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If Swistek contributes hugely towards RCL Revenue and Profit on the otherhand if HORANA impacts  negatively on the same, common sense says to buy Swistek rather buying RCL or HORANA

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by First Guy on Tue May 10, 2016 5:54 am

Hawk Eye wrote:How is RCL performing in its core business.? It will reflect the actual position if you compare , when RCL makes an acquisitions and how it contributed towards RCL Revenue and PAT.

I think RCL will have a bad time as the GOSL removed import tariff on Ceramic Tile in November 2o15. People have more option and you can see lot of cheap imported tile brands sold in market. Did anyone notice that Dammika Perera sold 483200 shares of RCL in November 2015. If Dammika sells being the owner and Director of the RCL soon after tariff removal, you can expect what next

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If Swistek contributes hugely towards RCL Revenue and Profit on the otherhand if HORANA impacts  negatively on the same, common sense says to buy Swistek rather buying RCL or HORANA

HE

DP has not sold. It was Sampath Bank which has sold of which he is the Chairman. This kind of confusion happened when ASIY's parent was selling too.

PARQ and HOPL have small impact on RCL compared to RCL's core business. LFIN also gives some benefit.

I think all these concerns are now priced in. I think RCL may be able to continue decent profit levels for some time in the mid term.
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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by Hawk Eye on Tue May 10, 2016 9:57 am

First Guy wrote:
Hawk Eye wrote:How is RCL performing in its core business.? It will reflect the actual position if you compare , when RCL makes an acquisitions and how it contributed towards RCL Revenue and PAT.

I think RCL will have a bad time as the GOSL removed import tariff on Ceramic Tile in November 2o15. People have more option and you can see lot of cheap imported tile brands sold in market. Did anyone notice that Dammika Perera sold 483200 shares of RCL in November 2015. If Dammika sells being the owner and Director of the RCL soon after tariff removal, you can expect what next

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If Swistek contributes hugely towards RCL Revenue and Profit on the otherhand if HORANA impacts  negatively on the same, common sense says to buy Swistek rather buying RCL or HORANA

HE

DP has not sold. It was Sampath Bank which has sold of which he is the Chairman. This kind of confusion happened when ASIY's parent was selling too.

PARQ and HOPL have small impact on RCL compared to RCL's core business. LFIN also gives some benefit.

I think all these concerns are now priced in. I think RCL may be able to continue decent profit levels for some time in the mid term.



-PARQ & HORA is an example- I could have used some other example to explain the logic
-I didnt notice SAMP - anyway the impact and the question remains the same whether its SAMP or DPP. Why should SAMP dispose?
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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by yellow knife on Tue Aug 09, 2016 2:45 pm

RCL the market leader in tile and bathware industry which entered the country's paint market five years ago, is planning to divest its paints manufacturing facility, making an exit from the business...

The paint market, estimated to be over 15 million liters per annum is dominated by gloabla giant Akzo Nobel's brands Dulux, and Glidden in addition to Nippolac, Robbialac, Mulitlac and India's Asian Paints..

Colorbrite which was the paint brand of RCL has been losing with no sign capturing the market share.

Source : Mirror Business

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Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

Post by spw19721 on Sun May 14, 2017 12:30 pm

Are they going to declare the final dividend in this month?

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