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The Investor Sentiment - Equity and investments forum for Sri Lankans

The Lankan Investor Forum - A more respectable and reasonable place for members to discuss matters regarding the CSEThe Lankan Investor Forum - A more respectable and reasonable place for members to discuss matters regarding the CSE

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Latest topics

» CCS.N0000 ( Ceylon Cold Stores)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Mar 20, 2024 11:31 am by Hawk Eye

» Sri Lanka plans to allow tourists from August, no mandatory quarantine
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Sep 13, 2023 12:16 pm by lauryfriese

» When Will It Be Safe To Invest In The Stock Market Again?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Apr 19, 2023 6:41 am by කිත්සිරි ද සිල්වා

» Dividend Announcements
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Apr 12, 2023 5:41 pm by කිත්සිරි ද සිල්වා

» MAINTENANCE NOTICE / නඩත්තු දැනුම්දීම
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Apr 06, 2023 3:18 pm by කිත්සිරි ද සිල්වා

» ඩොලර් මිලියනයක මුදල් සම්මානයක් සහ “ෆීල්ඩ්ස් පදක්කම” පිළිගැනීම ප්‍රතික්ෂේප කළ ගණිතඥයා
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Apr 02, 2023 7:28 am by කිත්සිරි ද සිල්වා

» SEYB.N0000 (Seylan Bank PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Mar 30, 2023 9:25 am by yellow knife

» Here's what blind prophet Baba Vanga predicted for 2016 and beyond: It's not good
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Mar 30, 2023 9:25 am by HaeroMaero

» The Korean Way !
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Mar 29, 2023 7:09 am by කිත්සිරි ද සිල්වා

» In the Meantime Within Our Shores!
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyMon Mar 27, 2023 5:51 pm by කිත්සිරි ද සිල්වා

» What is Known as Dementia?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyFri Mar 24, 2023 10:09 am by කිත්සිරි ද සිල්වා

» SRI LANKA TELECOM PLC (SLTL.N0000)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyMon Mar 20, 2023 5:18 pm by කිත්සිරි ද සිල්වා

» THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyMon Mar 20, 2023 5:10 pm by කිත්සිරි ද සිල්වා

» Equinox ( වසන්ත විෂුවය ) !
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyMon Mar 20, 2023 4:28 pm by කිත්සිරි ද සිල්වා

» COMB.N0000 (Commercial Bank of Ceylon PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Mar 19, 2023 4:11 pm by කිත්සිරි ද සිල්වා

» REXP.N0000 (Richard Pieris Exports PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Mar 19, 2023 4:02 pm by කිත්සිරි ද සිල්වා

» RICH.N0000 (Richard Pieris and Company PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Mar 19, 2023 3:53 pm by කිත්සිරි ද සිල්වා

» Do You Have Computer Vision Syndrome?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySat Mar 18, 2023 7:36 am by කිත්සිරි ද සිල්වා

» LAXAPANA BATTERIES PLC (LITE.N0000)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Mar 16, 2023 11:23 am by කිත්සිරි ද සිල්වා

» What a Bank Run ?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Mar 15, 2023 5:33 pm by කිත්සිරි ද සිල්වා

» 104 Technical trading experiments by HUNTER
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Mar 15, 2023 4:27 pm by katesmith1304

» GLAS.N0000 (Piramal Glass Ceylon PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Mar 15, 2023 7:45 am by කිත්සිරි ද සිල්වා

» Cboe Volatility Index
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyTue Mar 14, 2023 5:32 pm by කිත්සිරි ද සිල්වා

» AHPL.N0000
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Mar 12, 2023 4:46 pm by කිත්සිරි ද සිල්වා

» TJL.N0000 (Tee Jey Lanka PLC.)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Mar 12, 2023 4:43 pm by කිත්සිරි ද සිල්වා

» CTBL.N0000 ( CEYLON TEA BROKERS PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Mar 12, 2023 4:41 pm by කිත්සිරි ද සිල්වා

» COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyFri Mar 10, 2023 4:43 pm by yellow knife

» Bitcoin and Cryptocurrency
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyFri Mar 10, 2023 1:47 pm by කිත්සිරි ද සිල්වා

» CSD.N0000 (Seylan Developments PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyFri Mar 10, 2023 10:38 am by yellow knife

» PLC.N0000 (People's Leasing and Finance PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Mar 09, 2023 8:02 am by කිත්සිරි ද සිල්වා

» Bakery Products ?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Mar 08, 2023 5:30 pm by කිත්සිරි ද සිල්වා

» NTB.N0000 (Nations Trust Bank PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Mar 05, 2023 7:24 am by කිත්සිරි ද සිල්වා

» Going South
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySat Mar 04, 2023 10:47 am by කිත්සිරි ද සිල්වා

» When Seagulls Follow the Trawler
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Mar 02, 2023 10:22 am by කිත්සිරි ද සිල්වා

» Re-activating
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySat Feb 25, 2023 5:12 pm by කිත්සිරි ද සිල්වා

» අපි තමයි හොඳටම කරේ !
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyTue Feb 14, 2023 3:54 pm by ruwan326

» මේ අර් බුධය කිසිසේත්ම මා විසින් නිර්මාණය කල එකක් නොවේ
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyTue Jan 03, 2023 6:43 pm by ruwan326

» SAMP.N0000 (Sampath Bank PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Nov 30, 2022 8:24 am by කිත්සිරි ද සිල්වා

» APLA.N0000 (ACL Plastics PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyFri Nov 18, 2022 7:49 am by කිත්සිරි ද සිල්වා

» AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyWed Nov 16, 2022 9:28 pm by කිත්සිරි ද සිල්වා

» Banks, Finance & Insurance Sector Chart
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyTue Nov 15, 2022 5:26 pm by කිත්සිරි ද සිල්වා

» VPEL.N0000 (Vallibel Power Erathna PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySun Nov 13, 2022 12:15 pm by කිත්සිරි ද සිල්වා

» DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyMon Nov 07, 2022 6:36 pm by කිත්සිරි ද සිල්වා

» WATA - Watawala
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySat Nov 05, 2022 8:44 am by කිත්සිරි ද සිල්වා

» KFP.N0000(Keels Food Products PLC)
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptySat Nov 05, 2022 8:42 am by කිත්සිරි ද සිල්වා

» Capital Trust Broker in difficulty?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyFri Oct 21, 2022 5:25 pm by කිත්සිරි ද සිල්වා

» IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Oct 20, 2022 10:13 am by කිත්සිරි ද සිල්වා

» What Industry Would You Choose to Focus?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyTue Oct 11, 2022 6:39 pm by කිත්සිරි ද සිල්වා

» Should I Stick Around, or Should I Follow Others' Lead?
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyTue Oct 11, 2022 9:07 am by කිත්සිරි ද සිල්වා

» DV-2024 Program: Online Registration
Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 EmptyThu Oct 06, 2022 11:26 am by කිත්සිරි ද සිල්වා

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5 posters

    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    The Invisible
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by The Invisible Tue Apr 17, 2018 10:32 pm

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    The Invisible
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by The Invisible Tue Apr 17, 2018 10:39 pm

    The interesting observation is that though the volume has declined by 1.4% the value still up by 2.5%. This is mainly due to the average price increase YoY quarterly.

    The key takeaway would be when the volume goes down the cost of sales going down and when the prices have increased then it will directly improve the gross profit margin of the companies.

    In conclusion we can expect the plantation sector (mainly tea) to record growth in revenue in Q1 18 YoY and gross profit increasing YoY. If the operating costs were managed similar to last quarter then good plantations should record good growth in earnings in Q1 18 YoY.

    My key hopes are TPL, MAL, MASK, LDEV, KVAL, UDPL, HPL & ELPL.
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    yellow knife
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by yellow knife Wed Apr 18, 2018 7:19 am

    Thanks Invisible ++
    spw19721
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by spw19721 Wed Apr 18, 2018 8:42 pm

    thanks
    The Invisible
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by The Invisible Wed Apr 18, 2018 9:44 pm

    Some high level estimates based on my assumptions are given below. If they prove to be correct then we should see plantation sector stocks start moving towards their 52W high recorded last year.
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    yellow knife
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by yellow knife Thu Apr 19, 2018 7:23 am

    Lucky to have a writer who is also interested in Plantations. However since all above plantation companies are not purely depending on tea we have to look at commodity prices of Rubber as well as Palm Oil.

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    The Invisible
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by The Invisible Thu Apr 19, 2018 1:10 pm

    Majority are specifically tea except for KVAL & ELPL. However ELPL and KVAL too have a huge exposure to tea other than Rubber & Palm Oil. KVAL made the super result in Jan-March period of 2017 courtesy to Tea boom and this time too I expect a repeat.
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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by yellow knife Thu Apr 19, 2018 1:34 pm

    Thanks Invisible
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    Senarath67


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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by Senarath67 Fri Apr 20, 2018 11:38 am

    The Invisible,Thank you very much for your analysis.
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    lanka


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    Colombo Tea Auction Statistics - Q1 17 Vs Q1 18 Empty Re: Colombo Tea Auction Statistics - Q1 17 Vs Q1 18

    Post by lanka Sun Apr 22, 2018 11:40 am

    Thank you, dear Invisible

      Current date/time is Sat Jun 22, 2024 7:56 am