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

Display results as :
 


Rechercher Advanced Search

Latest topics
» 8000 Post Club | Celebration of a Great Milestone කිත්සිරි ද සිල්වා
Rainy season and Mini-Hydro power sector EmptyToday at 8:49 am by puliyanam

» “බිරිඳගේ සහ පෙම්වතියගේ වෙනස මොකක්ද?”
Rainy season and Mini-Hydro power sector EmptyYesterday at 11:51 pm by sanjulanka

» Thread for News on Local and Foreign Politics
Rainy season and Mini-Hydro power sector EmptyYesterday at 8:46 am by The Invisible

» Thread for News on CSE and SL Economy
Rainy season and Mini-Hydro power sector EmptySat Aug 24, 2019 8:37 am by The Invisible

» The Central Bank of Sri Lanka Reduces its Policy Interest Rates
Rainy season and Mini-Hydro power sector EmptySat Aug 24, 2019 4:26 am by Ethical Trader

» Dividend Announcement
Rainy season and Mini-Hydro power sector EmptyFri Aug 23, 2019 8:16 pm by Rana

» JKH - 155/00 Breakout is pending
Rainy season and Mini-Hydro power sector EmptyFri Aug 23, 2019 2:21 pm by pjrngroup

» Browns Investments update
Rainy season and Mini-Hydro power sector EmptyFri Aug 23, 2019 10:08 am by sanjulanka

» Thread for News on International Markets
Rainy season and Mini-Hydro power sector EmptyFri Aug 23, 2019 9:34 am by The Invisible

» Tokyo as at 21.08.2019 Morning
Rainy season and Mini-Hydro power sector EmptyWed Aug 21, 2019 10:07 am by nisashi

» අනං මනං! #/+?.<>
Rainy season and Mini-Hydro power sector EmptyTue Aug 20, 2019 8:18 pm by ruwan326

» What Would You Do?
Rainy season and Mini-Hydro power sector EmptyMon Aug 19, 2019 1:02 pm by කිත්සිරි ද සිල්වා

» Back of the Legends
Rainy season and Mini-Hydro power sector EmptyMon Aug 19, 2019 10:13 am by Topcat

» NTB.N0000 (NATIONS TRUST BANK PLC)
Rainy season and Mini-Hydro power sector EmptySun Aug 18, 2019 10:33 pm by lanka

» Melstacorp (MELS)
Rainy season and Mini-Hydro power sector EmptySun Aug 18, 2019 8:33 pm by The Invisible

» Cargills (CARG)
Rainy season and Mini-Hydro power sector EmptySun Aug 18, 2019 8:26 pm by The Invisible

» DOCK.N0000 (COLOMBO DOCKYARD PLC)
Rainy season and Mini-Hydro power sector EmptySun Aug 18, 2019 8:18 pm by The Invisible

» SHL.N0000 (Softlogic Holdings PLC)
Rainy season and Mini-Hydro power sector EmptySun Aug 18, 2019 8:14 pm by The Invisible

» SAMP.N0000 (SAMPATH BANK PLC)
Rainy season and Mini-Hydro power sector EmptySat Aug 17, 2019 12:44 pm by nuwanmja

» Hayleys MGT
Rainy season and Mini-Hydro power sector EmptyFri Aug 16, 2019 8:55 pm by ruwan326

» CFVF - First Capital
Rainy season and Mini-Hydro power sector EmptyFri Aug 16, 2019 9:58 am by CK

» JINS.N0000 ( Janashakthi Insurance PLC)
Rainy season and Mini-Hydro power sector EmptyWed Aug 14, 2019 4:57 pm by The Invisible

» Ceylinco Insurance CINS
Rainy season and Mini-Hydro power sector EmptyWed Aug 14, 2019 9:18 am by The Invisible

» HNB.N0000 ( Hatton National Bank PLC)
Rainy season and Mini-Hydro power sector EmptyWed Aug 14, 2019 9:15 am by The Invisible

» NDB.N0000 (NATIONAL DEVELOPMENT BANK PLC)
Rainy season and Mini-Hydro power sector EmptyWed Aug 14, 2019 9:11 am by The Invisible

» Tourism Sector
Rainy season and Mini-Hydro power sector EmptyWed Aug 14, 2019 4:55 am by NIRMALSG

» LIOC.N0000 (Lanka IOC PLC)
Rainy season and Mini-Hydro power sector EmptyMon Aug 12, 2019 2:55 pm by xmart

» HAYL.N0000 Hayleys PLC
Rainy season and Mini-Hydro power sector EmptyMon Aug 12, 2019 1:43 pm by CK

» PABC.N0000 (Pan Asia Banking Corporation PLC)
Rainy season and Mini-Hydro power sector EmptyMon Aug 12, 2019 1:33 pm by The Invisible

» Grain Elevators
Rainy season and Mini-Hydro power sector EmptyMon Aug 12, 2019 1:31 pm by The Invisible

» Sri Lanka sets US$3.5bn tea export target for 2030
Rainy season and Mini-Hydro power sector EmptyMon Aug 12, 2019 1:27 pm by The Invisible

» Tea: July 2019 national average shows gains month on month
Rainy season and Mini-Hydro power sector EmptySun Aug 11, 2019 9:19 pm by Topcat

» OSEA .N
Rainy season and Mini-Hydro power sector EmptySat Aug 10, 2019 6:40 pm by The Invisible

» Sri Lanka mulls reforms to punish 'errant' plantation companies
Rainy season and Mini-Hydro power sector EmptySat Aug 10, 2019 6:33 pm by The Invisible

» JKH.N0000
Rainy season and Mini-Hydro power sector EmptySat Aug 10, 2019 11:38 am by The Invisible

» HHL.N0000 ( Hemas Holdings PLC)
Rainy season and Mini-Hydro power sector EmptySat Aug 10, 2019 10:42 am by The Invisible

» Nestle NEST
Rainy season and Mini-Hydro power sector EmptySat Aug 10, 2019 10:28 am by The Invisible

» Ceylon Tobacco CTC
Rainy season and Mini-Hydro power sector EmptySat Aug 10, 2019 10:26 am by The Invisible

» Volkswagen කතාවේ ඇත්ත තත්ත්වය මෙහෙමයි.
Rainy season and Mini-Hydro power sector EmptyFri Aug 09, 2019 5:37 pm by කිත්සිරි ද සිල්වා

» LLUB.N0000 (CHEVRON LUBRICANTS LANKA PLC)
Rainy season and Mini-Hydro power sector EmptyFri Aug 09, 2019 5:07 pm by Ethical Trader

» VFIN - where the journey leads it?
Rainy season and Mini-Hydro power sector EmptyFri Aug 09, 2019 9:21 am by ruwan326

» UAL.N0000 ( UNION ASSURANCE PLC )
Rainy season and Mini-Hydro power sector EmptyFri Aug 09, 2019 9:20 am by ruwan326

» SPEN.N0000
Rainy season and Mini-Hydro power sector EmptyThu Aug 08, 2019 10:20 pm by The Invisible

» Lanka Tiles
Rainy season and Mini-Hydro power sector EmptyThu Aug 08, 2019 10:15 pm by The Invisible

» Expolanka
Rainy season and Mini-Hydro power sector EmptyThu Aug 08, 2019 8:28 pm by ruwan326

» Tile - Snapshot
Rainy season and Mini-Hydro power sector EmptyThu Aug 08, 2019 11:37 am by mymoney

» DPL.N0000 (Dankotuwa Porcelain PLC)
Rainy season and Mini-Hydro power sector EmptyThu Aug 08, 2019 11:31 am by mymoney

» නිරුවත
Rainy season and Mini-Hydro power sector EmptyThu Aug 08, 2019 9:36 am by කිත්සිරි ද සිල්වා

» HAYC - Haycarb
Rainy season and Mini-Hydro power sector EmptyThu Aug 08, 2019 7:32 am by Beta

» WATA - Watawala
Rainy season and Mini-Hydro power sector EmptyWed Aug 07, 2019 12:03 pm by lanka

August 2019
SunMonTueWedThuFriSat
    123
45678910
11121314151617
18192021222324
25262728293031

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

Rainy season and Mini-Hydro power sector

Page 1 of 2 1, 2  Next

Go down

Rainy season and Mini-Hydro power sector Empty Rainy season and Mini-Hydro power sector

Post by HAL9000 on Tue Aug 26, 2014 7:12 pm

September quarter is the best period for mini-hydro stocks. looking at the past few years, this sector has clearly a seasonal pattern in stock prices. CT brokers recommend VPEL and VLL from this sector. VPEL is the clear leader in the sector with largest capacity,powerful management,and good dividend payout policy and minimal debt. Their earnings pattern also stable for last few years.
in addition to VPEL and VLL I think HPFL too is attractive specially when considering their NAV. HPFL has not fully utilized their IPO money yet, though their earnings have rottened during last few quarters. HPFL gave a dividend of 50 cents in the past as I can remember. This is very attractive considering the current market price, once touched Rs 20 with Doctors buying.

PAP- I guess there is nothing much to talk about

Ongoing penny stock rally will also give some boost to this sector  because many of them are penny stocks.

I guess senior members of the forum will give better insight for this sector, esp Chinwi.

We should note that along with the market bull run, mini-hydro stocks have not showed any significant movement so far, esp VPEL. We saw some collection going on for HPFL today
HAL9000
HAL9000
Top contributor
Top contributor

Posts : 1402
Join date : 2014-08-11
Location : Colombo

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by sashimaal on Tue Aug 26, 2014 7:20 pm

VPEL has not run for ages. Unfortunately the PE ratio is not low.

Let's see atleast in this bull run...along with the dividend announcement Smile
sashimaal
sashimaal
Top contributor
Top contributor

Posts : 5776
Join date : 2014-02-28

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by First Guy on Tue Aug 26, 2014 7:47 pm

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

VPEL and VLL are my picks as well but more VLL than VPEL.

VPEL is the largest and you can be sure of a good dividend yield at current prices but what about growth? Seem to have matured with no projects in progress (correct me if wrong)

VLL is trading at a premium compared to VPEL but we can expect some growth in revenues (and profits) in coming quarters/years due to ongoing projects (check cashflow and balance sheet)
VLL had its peak around 11 if I remember correct where directors were buying at 7+ and then came down to 3.50/- after rights announcements. Directors again collected around 3.50/3.60 for a long time and then jumped to 4.70-5.00 where collection is again going on.

I hold both.
First Guy
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by sashimaal on Tue Aug 26, 2014 7:53 pm

First Guy wrote:
VPEL is the largest and you can be sure of a good dividend yield at current prices but what about growth? Seem to have matured with no projects in progress (correct me if wrong)

Yes FG, i got into VPEL around Rs 2.10 around their IPO time.

Went to Rs 13 odd in 2010 and now Rs 5.90 (unfortunately i was out of CSE when the market peaked in 2010)
sashimaal
sashimaal
Top contributor
Top contributor

Posts : 5776
Join date : 2014-02-28

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by chinwi on Thu Aug 28, 2014 10:30 am

HAL2009 wrote:I think HPFL too is attractive specially when considering their NAV. HPFL has not fully utilized their IPO money yet, though their earnings have rottened during last few quarters. HPFL gave a dividend of 50 cents in the past as I can remember. This is very attractive considering the current market price, once touched Rs 20 with Doctors buying.


Yes. HPFL is bit different to others when we consider it as an investment. (CSE)

It's is still building its power houses - dealyed- and until they get linked to the grid, HPFL will not show its real value.

It may reach 15 or above if all the generators perform in their full capacity probably next year. At the moment we have to depend on the designs, no one can tell about real outcome of the generators.

chinwi
Top contributor
Top contributor

Posts : 999
Join date : 2014-02-23

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by seek on Fri Aug 29, 2014 7:48 am

Has anyone studied MEL in depath?




seek
Top contributor
Top contributor

Posts : 225
Join date : 2014-02-26

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by chinwi on Fri Aug 29, 2014 8:53 am

seek wrote:Has anyone studied MEL in depath?

A bit few months ago. Not interested.
Their finance income was the main contributor for the bottom line than operational profits.
With the easing of interest rates that luxury is no more.

2012/13 - OppProfit 17 million, Financial Income 40million
2013/14 - Opp +10million , FI 22 Million
2014/15 - 1st Qtr Opp -10 million, FI 4.5m

MEL is a main supplier of electricity generators to various industries. If they get a big job they may show profits.

chinwi
Top contributor
Top contributor

Posts : 999
Join date : 2014-02-23

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by seek on Wed Sep 03, 2014 7:13 pm

MEL got active today Smile

seek
Top contributor
Top contributor

Posts : 225
Join date : 2014-02-26

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by First Guy on Fri Dec 26, 2014 3:20 pm

I would like to re-ignite this discussion. I'm looking at VPEL, VLL and HPFL all three I'm holding different quantities.
They are in different stages with VPEL rather matured and paying out good dividends, VLL catching up with its new plants and few more to be completed and HPFL lagging a bit.

March was a bad quarter for all of them due to the prevailing weather while the September quarter was a 'bumper harvest'. Looking at the present weather pattern, we can expect similar if not better results for December as well as March 2015 quarters.

If VPEL repeats 0.50/- EPS with the expected dividend, VPEL cannot stay anywhere near this price.

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

Just to see how prices have progressed, check the table in below thread

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

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by jiggysaurus on Fri Dec 26, 2014 3:36 pm

First Guy wrote:I would like to re-ignite this discussion. I'm looking at VPEL, VLL and HPFL all three I'm holding different quantities.


HPWR should also be very powerful since the usual gilmarting will be done once the mandatory offer is over.

jiggysaurus
Top contributor
Top contributor

Posts : 548
Join date : 2014-07-09

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by smallville on Tue Feb 10, 2015 8:47 pm

jiggysaurus wrote:
First Guy wrote:I would like to re-ignite this discussion. I'm looking at VPEL, VLL and HPFL all three I'm holding different quantities.


HPWR should also be very powerful since the usual gilmarting will be done once the mandatory offer is over.

Why no run yet after manda?

_________________
I take risks as a Trader and I select stocks based on Tech and daily Cash in/out. Therefore, my methods may not suit u.. so DYO analysis before making any decisions.
smallville
smallville
Top contributor
Top contributor

Posts : 1781
Join date : 2014-02-23
Location : Trying to figure out..

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by jiggysaurus on Wed Feb 11, 2015 12:01 pm

smallville wrote:

Why no run yet after manda?

Not enough shares got sucked up by the manda

But order book seems set up for gilmarts

jiggysaurus
Top contributor
Top contributor

Posts : 548
Join date : 2014-07-09

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by First Guy on Sun Mar 29, 2015 10:06 pm

March quarter shouldn't be as good as last quarter.

VPEL trading around 8-8.20
VLL trading around 6.70-6.80 holding strong during these times
HPFL has been edging down last at 6.10
HPWR holding string around 18-19
First Guy
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by chutiputha on Mon Mar 30, 2015 10:45 am

Thank U FG,I think VPEL drop further.

First Guy wrote:March quarter shouldn't be as good as last quarter.

VPEL trading around 8-8.20
VLL trading around 6.70-6.80 holding strong during these times
HPFL has been edging down last at 6.10
HPWR holding string around 18-19
chutiputha
chutiputha
Top contributor
Top contributor

Posts : 1865
Join date : 2014-11-09
Age : 33
Location : Panadura

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by wagonr on Fri May 01, 2015 5:31 pm

chutiputha wrote:Thank U FG,I think VPEL drop further.

First Guy wrote:March quarter shouldn't be as good as last quarter.

VPEL trading around 8-8.20
VLL trading around 6.70-6.80 holding strong during these times
HPFL has been edging down last at 6.10
HPWR holding string around 18-19

VPEL is now trading at 9.20
wagonr
wagonr

Posts : 76
Join date : 2015-04-09

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by First Guy on Thu May 14, 2015 7:42 am

First results out with dividend and it's PAP. Can you take  guess on others? Wink HPWR is making good moves every few days.

My guess is around 0.01/- EPS for VPEL, around 0.15/- for VLL and 0.20/- for HPFL
First Guy
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by කිත්සිරි ද සිල්වා on Thu May 14, 2015 8:03 am

With good amount of rain falling recently, it is something worth to look at seriously.
First Guy wrote:First results out with dividend and it's PAP. Can you take  guess on others? Wink HPWR is making good moves every few days.
My guess is around 0.01/- EPS for VPEL, around 0.15/- for VLL and 0.20/- for HPFL

_________________
I am the wisest man alive, for I know one thing, and that is that I know nothing.
Socrates
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 8003
Join date : 2014-02-23
Age : 61
Location : රජ්ගම

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by slstock on Thu May 14, 2015 8:04 am

Pap must have made some profits in MArch to give this hefty dividend.

How was the rain situation in Jan to March in SL overall?

_________________
Never listen to anyone including myself without your own study. Only few truly genuine people exist in this world.
Please read : [You must be registered and logged in to see this link.]
---------
slstock
slstock
Veteran
Veteran

Posts : 5659
Join date : 2014-06-12

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by කිත්සිරි ද සිල්වා on Thu May 14, 2015 8:08 am

Out of patterns (bad for agriculture) but good amounts and that is all what hydropower needs.
slstock wrote:How was the rain situation in Jan to March in SL?

_________________
I am the wisest man alive, for I know one thing, and that is that I know nothing.
Socrates
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 8003
Join date : 2014-02-23
Age : 61
Location : රජ්ගම

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by First Guy on Thu May 14, 2015 8:15 am

slstock wrote:Pap must have made some profits in MArch to give this hefty dividend.

How was the rain situation in Jan to March in SL overall?

PAP already had 0.30/- by 9months. They are known for high payouts. Good chunk owned by VLL as well.

VPEL production can be obtained from their website for every month.

One of the projects hasn't been producing much (not sure where it is located, didn't check)
[You must be registered and logged in to see this link.]

Erathna project compensates for April. Guess that's why the interest as well.
[You must be registered and logged in to see this link.]
First Guy
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by slstock on Thu May 14, 2015 8:23 am

PAP:

No I meantm last march was only Rs0.04. They gave Rs 0.3 dividend. If 9 months is 0.3 this march must have some improvement .

Else dividend payout is nearly 95%!


VPEL

has some benefits to come but am not sure about March results.



First Guy wrote:
slstock wrote:Pap must have made some profits in MArch to give this hefty dividend.

How was the rain situation in Jan to March in SL overall?

PAP already had 0.30/- by 9months. They are known for high payouts. Good chunk owned by VLL as well.

VPEL production can be obtained from their website for every month.

One of the projects hasn't been producing much (not sure where it is located, didn't check)
[You must be registered and logged in to see this link.]

Erathna project compensates for April. Guess that's why the interest as well.
[You must be registered and logged in to see this link.]

_________________
Never listen to anyone including myself without your own study. Only few truly genuine people exist in this world.
Please read : [You must be registered and logged in to see this link.]
---------
slstock
slstock
Veteran
Veteran

Posts : 5659
Join date : 2014-06-12

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by wagonr on Thu May 14, 2015 8:33 am

I think VLL will lead power sector this time. It's worth collecting at current price.
wagonr
wagonr

Posts : 76
Join date : 2015-04-09

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by slstock on Thu May 14, 2015 8:39 am

It was worth collecting at RS 3.5 -4 when it was discussed. I think First Guy was into into then.

Again highlighted it when someone asked for opinion to sell at Rs 6.2/.3
Now ran 100 from bottom%.

If entering best to wait till the 8.0 to 8.4 price change period gets stabilized ( and maybe march results are seen)

They may give good dividend.





wagonr wrote:I think VLL will lead power sector this time. It's worth collecting at current price.

_________________
Never listen to anyone including myself without your own study. Only few truly genuine people exist in this world.
Please read : [You must be registered and logged in to see this link.]
---------
slstock
slstock
Veteran
Veteran

Posts : 5659
Join date : 2014-06-12

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by First Guy on Thu May 21, 2015 11:31 pm

First Guy wrote:First results out with dividend and it's PAP. Can you take  guess on others? Wink HPWR is making good moves every few days.

My guess is around 0.01/- EPS for VPEL, around 0.15/- for VLL and 0.20/- for HPFL

At least got that one right Smile
First Guy
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Rainy season and Mini-Hydro power sector Empty Re: Rainy season and Mini-Hydro power sector

Post by First Guy on Mon May 25, 2015 8:31 pm

VLL prediction by me was a #FAIL but annual result is still good.

No talk about HPFL *ahem* wonder what the result is. chinwi would be mightily pleased Smile
First Guy
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Page 1 of 2 1, 2  Next

Back to top


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