The Investor Sentiment - Equity and investments forum for Sri Lankans



Join the forum, it's quick and easy

The Investor Sentiment - Equity and investments forum for Sri Lankans

The Investor Sentiment - Equity and investments forum for Sri Lankans

Would you like to react to this message? Create an account in a few clicks or log in to continue.
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

Please send an email to contact.lankaninvestor@gmail.com if you face any technical difficulties when posting

Latest topics

» CIFC Dumps to Expand Your Possibilities to Pass Your Exam
ACL CABLES PLC-Research Report-2014 EmptyFri Jul 19, 2024 10:30 am by faithhharris

» CCS.N0000 ( Ceylon Cold Stores)
ACL CABLES PLC-Research Report-2014 EmptyWed Mar 20, 2024 11:31 am by Hawk Eye

» Sri Lanka plans to allow tourists from August, no mandatory quarantine
ACL CABLES PLC-Research Report-2014 EmptyWed Sep 13, 2023 12:16 pm by lauryfriese

» When Will It Be Safe To Invest In The Stock Market Again?
ACL CABLES PLC-Research Report-2014 EmptyWed Apr 19, 2023 6:41 am by කිත්සිරි ද සිල්වා

» Dividend Announcements
ACL CABLES PLC-Research Report-2014 EmptyWed Apr 12, 2023 5:41 pm by කිත්සිරි ද සිල්වා

» MAINTENANCE NOTICE / නඩත්තු දැනුම්දීම
ACL CABLES PLC-Research Report-2014 EmptyThu Apr 06, 2023 3:18 pm by කිත්සිරි ද සිල්වා

» ඩොලර් මිලියනයක මුදල් සම්මානයක් සහ “ෆීල්ඩ්ස් පදක්කම” පිළිගැනීම ප්‍රතික්ෂේප කළ ගණිතඥයා
ACL CABLES PLC-Research Report-2014 EmptySun Apr 02, 2023 7:28 am by කිත්සිරි ද සිල්වා

» SEYB.N0000 (Seylan Bank PLC)
ACL CABLES PLC-Research Report-2014 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
ACL CABLES PLC-Research Report-2014 EmptyThu Mar 30, 2023 9:25 am by HaeroMaero

» The Korean Way !
ACL CABLES PLC-Research Report-2014 EmptyWed Mar 29, 2023 7:09 am by කිත්සිරි ද සිල්වා

» In the Meantime Within Our Shores!
ACL CABLES PLC-Research Report-2014 EmptyMon Mar 27, 2023 5:51 pm by කිත්සිරි ද සිල්වා

» What is Known as Dementia?
ACL CABLES PLC-Research Report-2014 EmptyFri Mar 24, 2023 10:09 am by කිත්සිරි ද සිල්වා

» SRI LANKA TELECOM PLC (SLTL.N0000)
ACL CABLES PLC-Research Report-2014 EmptyMon Mar 20, 2023 5:18 pm by කිත්සිරි ද සිල්වා

» THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)
ACL CABLES PLC-Research Report-2014 EmptyMon Mar 20, 2023 5:10 pm by කිත්සිරි ද සිල්වා

» Equinox ( වසන්ත විෂුවය ) !
ACL CABLES PLC-Research Report-2014 EmptyMon Mar 20, 2023 4:28 pm by කිත්සිරි ද සිල්වා

» COMB.N0000 (Commercial Bank of Ceylon PLC)
ACL CABLES PLC-Research Report-2014 EmptySun Mar 19, 2023 4:11 pm by කිත්සිරි ද සිල්වා

» REXP.N0000 (Richard Pieris Exports PLC)
ACL CABLES PLC-Research Report-2014 EmptySun Mar 19, 2023 4:02 pm by කිත්සිරි ද සිල්වා

» RICH.N0000 (Richard Pieris and Company PLC)
ACL CABLES PLC-Research Report-2014 EmptySun Mar 19, 2023 3:53 pm by කිත්සිරි ද සිල්වා

» Do You Have Computer Vision Syndrome?
ACL CABLES PLC-Research Report-2014 EmptySat Mar 18, 2023 7:36 am by කිත්සිරි ද සිල්වා

» LAXAPANA BATTERIES PLC (LITE.N0000)
ACL CABLES PLC-Research Report-2014 EmptyThu Mar 16, 2023 11:23 am by කිත්සිරි ද සිල්වා

» What a Bank Run ?
ACL CABLES PLC-Research Report-2014 EmptyWed Mar 15, 2023 5:33 pm by කිත්සිරි ද සිල්වා

» 104 Technical trading experiments by HUNTER
ACL CABLES PLC-Research Report-2014 EmptyWed Mar 15, 2023 4:27 pm by katesmith1304

» GLAS.N0000 (Piramal Glass Ceylon PLC)
ACL CABLES PLC-Research Report-2014 EmptyWed Mar 15, 2023 7:45 am by කිත්සිරි ද සිල්වා

» Cboe Volatility Index
ACL CABLES PLC-Research Report-2014 EmptyTue Mar 14, 2023 5:32 pm by කිත්සිරි ද සිල්වා

» AHPL.N0000
ACL CABLES PLC-Research Report-2014 EmptySun Mar 12, 2023 4:46 pm by කිත්සිරි ද සිල්වා

» TJL.N0000 (Tee Jey Lanka PLC.)
ACL CABLES PLC-Research Report-2014 EmptySun Mar 12, 2023 4:43 pm by කිත්සිරි ද සිල්වා

» CTBL.N0000 ( CEYLON TEA BROKERS PLC)
ACL CABLES PLC-Research Report-2014 EmptySun Mar 12, 2023 4:41 pm by කිත්සිරි ද සිල්වා

» COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))
ACL CABLES PLC-Research Report-2014 EmptyFri Mar 10, 2023 4:43 pm by yellow knife

» Bitcoin and Cryptocurrency
ACL CABLES PLC-Research Report-2014 EmptyFri Mar 10, 2023 1:47 pm by කිත්සිරි ද සිල්වා

» CSD.N0000 (Seylan Developments PLC)
ACL CABLES PLC-Research Report-2014 EmptyFri Mar 10, 2023 10:38 am by yellow knife

» PLC.N0000 (People's Leasing and Finance PLC)
ACL CABLES PLC-Research Report-2014 EmptyThu Mar 09, 2023 8:02 am by කිත්සිරි ද සිල්වා

» Bakery Products ?
ACL CABLES PLC-Research Report-2014 EmptyWed Mar 08, 2023 5:30 pm by කිත්සිරි ද සිල්වා

» NTB.N0000 (Nations Trust Bank PLC)
ACL CABLES PLC-Research Report-2014 EmptySun Mar 05, 2023 7:24 am by කිත්සිරි ද සිල්වා

» Going South
ACL CABLES PLC-Research Report-2014 EmptySat Mar 04, 2023 10:47 am by කිත්සිරි ද සිල්වා

» When Seagulls Follow the Trawler
ACL CABLES PLC-Research Report-2014 EmptyThu Mar 02, 2023 10:22 am by කිත්සිරි ද සිල්වා

» Re-activating
ACL CABLES PLC-Research Report-2014 EmptySat Feb 25, 2023 5:12 pm by කිත්සිරි ද සිල්වා

» අපි තමයි හොඳටම කරේ !
ACL CABLES PLC-Research Report-2014 EmptyTue Feb 14, 2023 3:54 pm by ruwan326

» මේ අර් බුධය කිසිසේත්ම මා විසින් නිර්මාණය කල එකක් නොවේ
ACL CABLES PLC-Research Report-2014 EmptyTue Jan 03, 2023 6:43 pm by ruwan326

» SAMP.N0000 (Sampath Bank PLC)
ACL CABLES PLC-Research Report-2014 EmptyWed Nov 30, 2022 8:24 am by කිත්සිරි ද සිල්වා

» APLA.N0000 (ACL Plastics PLC)
ACL CABLES PLC-Research Report-2014 EmptyFri Nov 18, 2022 7:49 am by කිත්සිරි ද සිල්වා

» AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.
ACL CABLES PLC-Research Report-2014 EmptyWed Nov 16, 2022 9:28 pm by කිත්සිරි ද සිල්වා

» Banks, Finance & Insurance Sector Chart
ACL CABLES PLC-Research Report-2014 EmptyTue Nov 15, 2022 5:26 pm by කිත්සිරි ද සිල්වා

» VPEL.N0000 (Vallibel Power Erathna PLC)
ACL CABLES PLC-Research Report-2014 EmptySun Nov 13, 2022 12:15 pm by කිත්සිරි ද සිල්වා

» DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.
ACL CABLES PLC-Research Report-2014 EmptyMon Nov 07, 2022 6:36 pm by කිත්සිරි ද සිල්වා

» WATA - Watawala
ACL CABLES PLC-Research Report-2014 EmptySat Nov 05, 2022 8:44 am by කිත්සිරි ද සිල්වා

» KFP.N0000(Keels Food Products PLC)
ACL CABLES PLC-Research Report-2014 EmptySat Nov 05, 2022 8:42 am by කිත්සිරි ද සිල්වා

» Capital Trust Broker in difficulty?
ACL CABLES PLC-Research Report-2014 EmptyFri Oct 21, 2022 5:25 pm by කිත්සිරි ද සිල්වා

» IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?
ACL CABLES PLC-Research Report-2014 EmptyThu Oct 20, 2022 10:13 am by කිත්සිරි ද සිල්වා

» What Industry Would You Choose to Focus?
ACL CABLES PLC-Research Report-2014 EmptyTue Oct 11, 2022 6:39 pm by කිත්සිරි ද සිල්වා

» Should I Stick Around, or Should I Follow Others' Lead?
ACL CABLES PLC-Research Report-2014 EmptyTue Oct 11, 2022 9:07 am by කිත්සිරි ද සිල්වා

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

+9
Jasmine
Karan
slstock
serene
jonta999
Leon
pathfinder
smallville
CSE.SAS
13 posters

    ACL CABLES PLC-Research Report-2014

    avatar
    CSE.SAS


    Posts : 263
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty ACL CABLES PLC-Research Report-2014

    Post by CSE.SAS Tue Oct 07, 2014 3:05 pm

    ACL Cables PLC is currently trading at a deep discount to it’s Net Asset Value (NAV) with a strong balance sheet and sustains ease of interest coverage. Prevalent growth in the domestic economy and concurrent infrastructure development is consistently opening new avenues of income for ACL. Away from the bounds of Sri Lanka, ACL has shown continuous increase in export sales attributable to it’s marketing ability, product quality and international standard R&D. Due to the above and more supportive data included in the report, GIH Capital assumes a position where the intrinsic value of a share of ACL should be pegged in the range of Rs. 92-102

       ACL Cable Plc - September 2014
    smallville
    smallville
    Top contributor
    Top contributor


    Posts : 1872
    Join date : 2014-02-23
    Location : Trying to figure out..

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by smallville Tue Oct 07, 2014 5:22 pm

    CSE.SAS - Any research u can find on CFVF, CSEC?


    _________________
    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.
    pathfinder
    pathfinder
    Top contributor
    Top contributor


    Posts : 1450
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by pathfinder Tue Oct 07, 2014 8:28 pm

    Thanks CSE.SAS,a good one
    avatar
    CSE.SAS


    Posts : 263
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by CSE.SAS Tue Oct 07, 2014 10:39 pm

    smallville wrote:CSE.SAS - Any research u can find on CFVF, CSEC?

    Dear Smallville

    I don't have report on CFVF and CSEC.

    CSE.SAS
    Leon
    Leon
    Top contributor
    Top contributor


    Posts : 1264
    Join date : 2014-03-11

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by Leon Tue Oct 07, 2014 11:06 pm

    smallville wrote:CSE.SAS - Any research u can find on CFVF, CSEC?

    I tried with my broker also. But they too don't have any reports on CFVF,ESL or CSEC.
    avatar
    CSE.SAS


    Posts : 263
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by CSE.SAS Tue Oct 07, 2014 11:50 pm

    Leon wrote:
    smallville wrote:CSE.SAS - Any research u can find on CFVF, CSEC?

    I tried with my broker also. But they too don't have any reports on CFVF,ESL or CSEC.

    No one willing to do reports now a days Smile
    avatar
    jonta999


    Posts : 108
    Join date : 2014-02-23
    Location : MaRkEt

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by jonta999 Wed Oct 08, 2014 5:31 am

    Thanks CSE.SAS.

    avatar
    CSE.SAS


    Posts : 263
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by CSE.SAS Thu Oct 09, 2014 9:13 am

    pathfinder wrote:Thanks CSE.SAS,a good one

    Your Welcome Smile
    avatar
    serene
    Top contributor
    Top contributor


    Posts : 4850
    Join date : 2014-02-26

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by serene Thu Oct 09, 2014 9:46 am

    Thanks for Sharing mate.
    avatar
    CSE.SAS


    Posts : 263
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by CSE.SAS Thu Oct 09, 2014 11:03 pm

    jonta999 wrote:Thanks CSE.SAS.


    Your Welcome
    avatar
    CSE.SAS


    Posts : 263
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by CSE.SAS Wed May 06, 2015 2:41 pm

    Today traded between 90.00 - 92.50
    slstock
    slstock
    Veteran
    Veteran


    Posts : 6216
    Join date : 2014-06-12

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by slstock Wed May 06, 2015 3:59 pm

    1) ACL/APLA/KCAB analysis made in Nov 2014

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

    2) Comment made On May 5th

    slstock wrote:Had to check copper prices since I had not for a while.

    Last time copper peaked was in 2010. Then ACL profits was hit in 2010 to 2011.
    Even with the recent hike copper is still about 40% less than 2010.

    Also these companies I believe tend to lock in with copper contract so even if copper bounces 10% more I thonk they should not be in great danger zone. Still should report atleast Rs 8-9 eps for coming year.

    Since 2010, ACL NAV improved nearly 40%. They are more diversified . It was one of those shares that did not have massive run in 2010/2011 ( due to poor earnings) .

    But I think if/when ASI beats previous high ( 7800) ACL has good chance to beat it all time share price high Wink Copper increase or not , it deserves that and signs are showing Wink
    So ACL beating Rs 120 and KCAB Rs 140 is still game in the medium term.

    Also ACL purchase of HPWR though weird seems a good buy right now.

    [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.]
    ---------
    avatar
    Karan


    Posts : 58
    Join date : 2014-02-25

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by Karan Fri May 22, 2015 2:05 pm

    ACL good profit but not moving
    avatar
    Jasmine


    Posts : 19
    Join date : 2014-12-06

    ACL CABLES PLC-Research Report-2014 Empty ACL

    Post by Jasmine Mon Jun 29, 2015 4:45 pm

    why people selling ACL ?

    EPS 2014 : 14.55/-
    EPS 1Q 2015 : 7.26/-
    Current PER : 6.3

    Target price : 126/- ( assuming EPS 2015 : 20/-)
    First Guy
    First Guy


    Posts : 2599
    Join date : 2014-02-22

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by First Guy Mon Jun 29, 2015 10:25 pm

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

    This can give some idea against competitors
    avatar
    hariesha
    Top contributor
    Top contributor


    Posts : 1329
    Join date : 2014-04-09

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by hariesha Tue Jun 30, 2015 7:20 am

    ACL is on a constant run from Rs.50/-.

    Why not take a break for some time?
    Leon
    Leon
    Top contributor
    Top contributor


    Posts : 1264
    Join date : 2014-03-11

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by Leon Wed Jul 01, 2015 10:36 am

    Copper prices were low during 1Q. But how could be the demand?
    Construction boom was a bit stagnant. Can we expect a good results this time too? .
    pathfinder
    pathfinder
    Top contributor
    Top contributor


    Posts : 1450
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by pathfinder Sun Jul 26, 2015 12:13 pm

    It can move to 106-107 in comming weeks if quarter report is good.
    avatar
    roshana7549


    Posts : 280
    Join date : 2014-04-18

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by roshana7549 Sun Jul 26, 2015 1:01 pm

    Please refer the attached Table FYI.

    Notes
    ACL is a pretty much undervalued counter as per the above analysis (refer the Price to book value ratio)
    Last quarter profit improvement (EPS 7.26) could be mainly due to the drop in the Copper prices and Fuel prices and increase in the revenue
    Global copper prices are at a record low level currently and still declining  therefore ACL should be benefiting from this for atleast  next 2 quarters
    Therefore  EPS of Rs 6  or higher for the June quarter can be expected  assuming revenue will stay at same level.
    Share price should not be lesser than Rs 130 if ACL can achieve EPS of Rs 6 in June quarter
    Attachments
    ACL CABLES PLC-Research Report-2014 AttachmentACL ANALYSIS.pdf
    You don't have permission to download attachments.
    (72 Kb) Downloaded 39 times
    avatar
    serene
    Top contributor
    Top contributor


    Posts : 4850
    Join date : 2014-02-26

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by serene Sun Jul 26, 2015 2:33 pm

    Thanks roshana7549 .
    pathfinder
    pathfinder
    Top contributor
    Top contributor


    Posts : 1450
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by pathfinder Sun Sep 06, 2015 6:55 pm

    Repurchase of HPWR give a hefty amount of cash to ACL,If my calculations are right it's Rs.9.89 for a ACL share.
    avatar
    hariesha
    Top contributor
    Top contributor


    Posts : 1329
    Join date : 2014-04-09

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by hariesha Sun Sep 06, 2015 9:46 pm

    Will they share it among shareholders?

    I think management should take steps to increase the dividend payout.
    First Guy
    First Guy


    Posts : 2599
    Join date : 2014-02-22

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by First Guy Mon Sep 07, 2015 7:39 am

    If ACL sells all of its entitlement (I expect them to sell more) they will get Rs. 592m (11.84/- per ACL share)
    This is around Rs. 148m capital gain on the entitlement.

    But ACL has other borrowings of Rs 3.7b; Rs. 2.4 is short term. Cash available is Rs. 1.4b with the repurchase amount will come to almost 2b.

    If someone has studied how they have managed the cash then we might get an answer.

    ACL owes APLA a lot of money. I think this is shown as trade payables.
    avatar
    malan 100


    Posts : 45
    Join date : 2014-02-23

    ACL CABLES PLC-Research Report-2014 Empty Re: ACL CABLES PLC-Research Report-2014

    Post by malan 100 Tue Sep 08, 2015 4:58 pm

    Wil ACL report eps of around 15 in this quater with this.

      Current date/time is Sat Jul 27, 2024 5:43 am