The Investor Sentiment - Equity and investments forum for Sri Lankans
Please send an email to contact.lankaninvestor@gmail.com if you face any technical difficulties when posting
Search
Display results as :
Advanced Search
Latest topics
NBFI SectorYesterday at 1:38 pmFuture123
That Fakhar ! Tue Jun 20, 2017 7:34 pmEthical Trader
SPEN.N0000Tue Jun 20, 2017 3:37 pmFuture123
Inter-view Sun Jun 18, 2017 1:05 pmFuture123
No Politician Democracy!Thu Jun 15, 2017 9:11 amBackstage
LIOC.N0000 (Lanka IOC PLC)Wed Jun 14, 2017 5:04 pmRana
Browns to sell 5 hotelsWed Jun 14, 2017 9:41 amWasteofTime
June 2017
SunMonTueWedThuFriSat
    123
45678910
11121314151617
18192021222324
252627282930 

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

Share
View previous topicGo downView next topic
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Thu May 05, 2016 5:24 pm
Message reputation : 100% (4 votes)
Ceramic industry of Sri Lanka has become a Monopoly with interconnected tentacles of a octopus model .

[You must be registered and logged in to see this image.]
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Thu May 05, 2016 5:29 pm
Message reputation : 100% (3 votes)
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.

[You must be registered and logged in to see this image.]
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Thu May 05, 2016 5:33 pm
Message reputation : 100% (2 votes)
Revenue and PAT of the group.

[You must be registered and logged in to see this image.]
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Thu May 05, 2016 5:33 pm
Message reputation : 100% (2 votes)
EPS has grown in 2015

[You must be registered and logged in to see this image.]
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Thu May 05, 2016 5:35 pm
Message reputation : 100% (4 votes)
Net Assets and Market Value of the company

[You must be registered and logged in to see this image.]
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Thu May 05, 2016 5:40 pm
Message reputation : 100% (3 votes)
When we consider the company only , it shows that from 2011, performance has improved substantially and reaching a higher plateau...

[You must be registered and logged in to see this image.]
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Thu May 05, 2016 5:47 pm
Message reputation : 100% (4 votes)
PAT to Revenue percentage


[You must be registered and logged in to see this image.]
avatar
xmart
Top contributor
Top contributor
Posts : 565
Join date : 2015-01-17

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

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.
Danidu
Posts : 194
Join date : 2015-09-03
Age : 36
Location : Welisara

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Fri May 06, 2016 12:25 am
Good one again, Thank you yellow knife for this.
serene
Top contributor
Top contributor
Posts : 3562
Join date : 2014-02-26

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Fri May 06, 2016 5:14 am
Thanks YK.
Really appreciate your effort.
avatar
First Guy
Posts : 2507
Join date : 2014-02-22

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Fri May 06, 2016 7:24 am
This is a massive thread started by path
[You must be registered and logged in to see this link.]

RCL trades at 4.4x P/E and 1.0x P/B
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Fri May 06, 2016 7:56 am
FG

Please merge the two threads..
Admin
Admin
Posts : 423
Join date : 2014-02-22
http://forum.lankaninvestor.com

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

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
avatar
Ethical Trader
Top contributor
Top contributor
Posts : 2171
Join date : 2014-02-28

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Fri May 06, 2016 10:43 am
Another Good one YK. Continue the good work.
avatar
chutiputha
Top contributor
Top contributor
Posts : 1822
Join date : 2014-11-09
Age : 31
Location : Minneriya

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Sat May 07, 2016 7:21 am
Message reputation : 100% (2 votes)
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 .

[You must be registered and logged in to see this image.]
avatar
Ethical Trader
Top contributor
Top contributor
Posts : 2171
Join date : 2014-02-28

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Sat May 07, 2016 7:57 am
Message reputation : 100% (2 votes)
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 .

[You must be registered and logged in to see this image.]
avatar
chutiputha
Top contributor
Top contributor
Posts : 1822
Join date : 2014-11-09
Age : 31
Location : Minneriya

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Sat May 07, 2016 8:45 am
Message reputation : 100% (2 votes)
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 .

[You must be registered and logged in to see this image.]
avatar
කිත්සිරි ද සිල්වා
Top contributor
Top contributor
Posts : 6455
Join date : 2014-02-23
Age : 59
Location : රජ්ගම

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Sat May 07, 2016 9:03 am
Message reputation : 100% (1 vote)
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
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Mon May 09, 2016 8:58 am
Message reputation : 100% (1 vote)
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 .

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



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

[You must be registered and logged in to see this link.]
avatar
Hawk Eye
Posts : 423
Join date : 2014-03-11

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

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

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

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

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
avatar
First Guy
Posts : 2507
Join date : 2014-02-22

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

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

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

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

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.
avatar
Hawk Eye
Posts : 423
Join date : 2014-03-11

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

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

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

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

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?
yellow knife
Top contributor
Top contributor
Posts : 5433
Join date : 2014-03-27

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

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
spw19721
Active Member
Active Member
Posts : 287
Join date : 2015-08-22

Re: RCL.N0000 ( ROYAL CERAMICS LANKA PLC )

on Sun May 14, 2017 12:30 pm
Are they going to declare the final dividend in this month?
View previous topicBack to topView next topic
Permissions in this forum:
You cannot reply to topics in this forum