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.
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
CCS.N0000 ( Ceylon Cold Stores)Wed Mar 20, 2024 11:31 amHawk Eye
When Will It Be Safe To Invest In The Stock Market Again?Wed Apr 19, 2023 6:41 amකිත්සිරි ද සිල්වා
Dividend AnnouncementsWed Apr 12, 2023 5:41 pmකිත්සිරි ද සිල්වා
MAINTENANCE NOTICE / නඩත්තු දැනුම්දීමThu Apr 06, 2023 3:18 pmකිත්සිරි ද සිල්වා
SEYB.N0000 (Seylan Bank PLC)Thu Mar 30, 2023 9:25 amyellow knife
The Korean Way !Wed Mar 29, 2023 7:09 amකිත්සිරි ද සිල්වා
In the Meantime Within Our Shores! Mon Mar 27, 2023 5:51 pmකිත්සිරි ද සිල්වා
What is Known as Dementia?Fri Mar 24, 2023 10:09 amකිත්සිරි ද සිල්වා
SRI LANKA TELECOM PLC (SLTL.N0000)Mon Mar 20, 2023 5:18 pmකිත්සිරි ද සිල්වා
THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)Mon Mar 20, 2023 5:10 pmකිත්සිරි ද සිල්වා
Equinox ( වසන්ත විෂුවය ) !Mon Mar 20, 2023 4:28 pmකිත්සිරි ද සිල්වා
COMB.N0000 (Commercial Bank of Ceylon PLC)Sun Mar 19, 2023 4:11 pmකිත්සිරි ද සිල්වා
REXP.N0000 (Richard Pieris Exports PLC)Sun Mar 19, 2023 4:02 pmකිත්සිරි ද සිල්වා
RICH.N0000 (Richard Pieris and Company PLC)Sun Mar 19, 2023 3:53 pmකිත්සිරි ද සිල්වා
Do You Have Computer Vision Syndrome?Sat Mar 18, 2023 7:36 amකිත්සිරි ද සිල්වා
LAXAPANA BATTERIES PLC (LITE.N0000)Thu Mar 16, 2023 11:23 amකිත්සිරි ද සිල්වා
What a Bank Run ?Wed Mar 15, 2023 5:33 pmකිත්සිරි ද සිල්වා
104 Technical trading experiments by HUNTERWed Mar 15, 2023 4:27 pmkatesmith1304
GLAS.N0000 (Piramal Glass Ceylon PLC)Wed Mar 15, 2023 7:45 amකිත්සිරි ද සිල්වා
Cboe Volatility Index Tue Mar 14, 2023 5:32 pmකිත්සිරි ද සිල්වා
AHPL.N0000Sun Mar 12, 2023 4:46 pmකිත්සිරි ද සිල්වා
TJL.N0000 (Tee Jey Lanka PLC.)Sun Mar 12, 2023 4:43 pmකිත්සිරි ද සිල්වා
CTBL.N0000 ( CEYLON TEA BROKERS PLC)Sun Mar 12, 2023 4:41 pmකිත්සිරි ද සිල්වා
COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))Fri Mar 10, 2023 4:43 pmyellow knife
Bitcoin and Cryptocurrency Fri Mar 10, 2023 1:47 pmකිත්සිරි ද සිල්වා
CSD.N0000 (Seylan Developments PLC)Fri Mar 10, 2023 10:38 amyellow knife
PLC.N0000 (People's Leasing and Finance PLC) Thu Mar 09, 2023 8:02 amකිත්සිරි ද සිල්වා
Bakery Products ?Wed Mar 08, 2023 5:30 pmකිත්සිරි ද සිල්වා
NTB.N0000 (Nations Trust Bank PLC)Sun Mar 05, 2023 7:24 amකිත්සිරි ද සිල්වා
Going South Sat Mar 04, 2023 10:47 amකිත්සිරි ද සිල්වා
When Seagulls Follow the TrawlerThu Mar 02, 2023 10:22 amකිත්සිරි ද සිල්වා
Re-activatingSat Feb 25, 2023 5:12 pmකිත්සිරි ද සිල්වා
SAMP.N0000 (Sampath Bank PLC)Wed Nov 30, 2022 8:24 amකිත්සිරි ද සිල්වා
APLA.N0000 (ACL Plastics PLC)Fri Nov 18, 2022 7:49 amකිත්සිරි ද සිල්වා
AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.Wed Nov 16, 2022 9:28 pmකිත්සිරි ද සිල්වා
Banks, Finance & Insurance Sector ChartTue Nov 15, 2022 5:26 pmකිත්සිරි ද සිල්වා
VPEL.N0000 (Vallibel Power Erathna PLC)Sun Nov 13, 2022 12:15 pmකිත්සිරි ද සිල්වා
DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.Mon Nov 07, 2022 6:36 pmකිත්සිරි ද සිල්වා
WATA - WatawalaSat Nov 05, 2022 8:44 amකිත්සිරි ද සිල්වා
KFP.N0000(Keels Food Products PLC)Sat Nov 05, 2022 8:42 amකිත්සිරි ද සිල්වා
Capital Trust Broker in difficulty?Fri Oct 21, 2022 5:25 pmකිත්සිරි ද සිල්වා
IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?Thu Oct 20, 2022 10:13 amකිත්සිරි ද සිල්වා
What Industry Would You Choose to Focus?Tue Oct 11, 2022 6:39 pmකිත්සිරි ද සිල්වා
Should I Stick Around, or Should I Follow Others' Lead?Tue Oct 11, 2022 9:07 amකිත්සිරි ද සිල්වා
DV-2024 Program: Online RegistrationThu Oct 06, 2022 11:26 amකිත්සිරි 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

Hydro power - simple snapshot based on December quarter

+17
wagonr
jiggysaurus
HAL9000
baller
Crystal2008
poor boy
DocStock
serene
Backstage
slstock
chinwi
Karan
Nuinth
sashimaal
chutiputha
pathfinder
First Guy
21 posters
Go down
First Guy
First Guy
Posts : 2599
Join date : 2014-02-22

Hydro power - simple snapshot based on December quarter Empty Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 5:39 pm
Message reputation : 100% (7 votes)
This is based on Dec quarter numbers (including the ratios) and only FYI. Click on the pic to see trailing 12 month analysis.

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

Please do your own research before making your investment decision.
pathfinder
pathfinder
Top contributor
Top contributor
Posts : 1450
Join date : 2014-02-23

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 5:57 pm
Thanks FG
chutiputha
chutiputha
Top contributor
Top contributor
Posts : 1948
Join date : 2014-11-09
Age : 38
Location : SL

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 5:59 pm
Seems PAP is Ok @ Current
sashimaal
sashimaal
Top contributor
Top contributor
Posts : 5785
Join date : 2014-02-28

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 6:07 pm
Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).
avatar
Nuinth
Top contributor
Top contributor
Posts : 555
Join date : 2014-02-28
Location : Universe

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 6:07 pm
Thx FG, very useful, +.
First Guy
First Guy
Posts : 2599
Join date : 2014-02-22

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 6:12 pm
Message reputation : 100% (1 vote)
sashimaal wrote:Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).

True. But but I feel more can be expected of it in coming quarters. Click the pic to take you to the financials snapshot to see the trends in all these companies. Interesting that QoQ VPEL revenues and profit have dipped. All of these counters have unique points.

VPEL - strong dividend
VLL - adding capacity/buying stakes in other companies (PAP) etc., and starting to pay some good dividend
HPFL - just getting started and more to come perhaps
PAP - rather steady earnings compared to others.

Take March 2014 where most reported losses except PAP. Although Mar 2015 may not be the same, I expect some dip in earnings for Hydros this quarter QoQ.
avatar
Karan
Posts : 58
Join date : 2014-02-25

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 6:12 pm
HPFL more better for buy
sashimaal
sashimaal
Top contributor
Top contributor
Posts : 5785
Join date : 2014-02-28

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 6:14 pm
Yes thanks, +

First Guy wrote:
sashimaal wrote:Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).

True. But but I feel more can be expected of it in coming quarters. Click the pic to take you to the financials snapshot to see the trends in all these companies. Interesting that QoQ VPEL revenues and profit have dipped. All of these counters have unique points.

VPEL - strong dividend
VLL - adding capacity/buying stakes in other companies (PAP) etc., and starting to pay some good dividend
HPFL - just getting started and more to come perhaps
PAP - rather steady earnings compared to others.

Take March 2014 where most reported losses except PAP. Although Mar 2015 may not be the same, I expect some dip in earnings for Hydros this quarter QoQ.
avatar
chinwi
Top contributor
Top contributor
Posts : 999
Join date : 2014-02-23

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 6:25 pm
Message reputation : 100% (3 votes)
Thanks.

My predictions about Hydro Power companies:

Trading prices in 12-15  months: Max to Min

HPWR > HPFL > VPEL > VLL > PAP


Note: Do not act based on this . Before my 12-15 month range many things can happen. You have to follow trends and trade but keep in mind the end products. Two 'H's should give max returns in long term.
HPWR has reported losses due to the reasons we all know   and it may create good opportunity to collect at bargain prices in next few moths.  The other H has connected new generator to the grid in last April and I hope they will connect the other one, their best motor, this year. After that I hope to get divorced from H and marry the other H.

 I like to use fundamentals like details as I go for  long term .
No threat to locally produced hydropower in next few years because of the  devaluation of our Rupee. I feel we may see 150/-  US$ in 15-20 months if no strong external support gained.
slstock
slstock
Veteran
Veteran
Posts : 6216
Join date : 2014-06-12

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 6:45 pm
+rep.

HPWR ,
see below
[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.]
---------
Backstage
Backstage
Top contributor
Top contributor
Posts : 3803
Join date : 2014-02-24

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 7:08 pm
I see two variables in this sector that are risky. 1. The weather patterns .2. Tariff changes.
If not for that, I would have thrown the kitchen sink into VPEL.
First Guy
First Guy
Posts : 2599
Join date : 2014-02-22

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sun Feb 15, 2015 7:23 pm
Backstage wrote:I see two variables in this sector that are risky. 1. The weather patterns .2. Tariff changes.
If not for that, I would have thrown the kitchen sink into VPEL.

Tariff changes - not much info on that with me.

But as for weather pattern changes, I feel at least one or two quarter there will be good production due to good rainfall which is adequate to provide good earnings. With increased capacity from few companies, this should also be negated. But we have to look at the seasonality and average it out. For example, Dec 2014 results alone should not be taken for decision making. Check  March 2014 quarter which was the worst in recent quarters. I guess we can expect reduced earnings in March 2015 as well but maybe not losses. (If we look only at one quarter people will end up giving target price like 200/- for a certain stock like one joker)

VPEL EPS reduced from 0.50/- to 0.37/- QoQ while the others improved. But VPEL is hot specially due to the large dividends at the moment.

disc: holding VPEL and small qty of HPFL
avatar
chinwi
Top contributor
Top contributor
Posts : 999
Join date : 2014-02-23

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 16, 2015 1:19 am
So far, 2015 Jan - Feb precipitation was not bad as 2014 same period.
Hence we can expect moderate or not-bad earnings for next qtr also. Then, APR-JUN is normally wet .
For HPFL they have Stellenberg this time which was not their during 2014 Jan-Mar.

We should know why VPEL under-performed while others grow QoQ. May be due to the locations of their pomphouses. Last year also it happened same way. JUL-SEP was better than OCT-DEC for VPEL.
avatar
serene
Top contributor
Top contributor
Posts : 4850
Join date : 2014-02-26

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 16, 2015 9:10 am
Thanks FG very Useful.
DocStock
DocStock
Top contributor
Top contributor
Posts : 239
Join date : 2014-03-17

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 16, 2015 9:40 am
This is neat. Thanks FG!
avatar
poor boy
Active Member
Active Member
Posts : 766
Join date : 2014-10-09

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 16, 2015 10:07 am
good table very useful.

in this sector hpwr still reporting losses.
chutiputha
chutiputha
Top contributor
Top contributor
Posts : 1948
Join date : 2014-11-09
Age : 38
Location : SL

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 16, 2015 2:22 pm
Dealings with VLL

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


First Guy wrote:This is based on Dec quarter numbers (including the ratios) and only FYI. Click on the pic to see trailing 12 month analysis.

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

Please do your own research before making your investment decision.
avatar
Crystal2008
Posts : 11
Join date : 2015-02-16

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sat Feb 21, 2015 7:21 pm
i bought some VLL shares and holding for almost 1 year.
I bought this share at that time, because it was trading its lowest price and always saw director buying at least 2-3 times per month. So i thought, there would be some future potential for this share
Later, I did not sell even i saw few times, share went to 6.00 - 6.30 range.
I saw their earnings are growing for time to time
Their yearly EPS was .34 in 2014 and for this year it's .75 already for 3Q, That is earnings increase of more than 100%
Currently i'm happy with my 78% unrealized profit Very Happy
Currently Share is trading in large volumes for last few weeks even before releasing their Dec accounts
After releasing Dec accounts, and considering their growth, i feel this share worth 7.00 - 7.50 range. I doubt that do i wait little bit more time to sell it Question
Hope to hear others opinion
slstock
slstock
Veteran
Veteran
Posts : 6216
Join date : 2014-06-12

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Sat Feb 21, 2015 7:34 pm
Welcome. Glad to hear your success.

I usuallu don't like to tell people directlu to buy/sell/hold.

But I think this may not be the time to sell this. Watch carefully and if there is a negative development you can dispose and take profit.


Crystal2008 wrote:i bought some VLL shares and holding for almost 1 year.
I bought this share at that time, because it was trading its lowest price and always saw director buying at least 2-3 times per month. So i thought, there would be some future potential for this share
Later, I did not sell even i saw few times, share went to 6.00 - 6.30 range.
I saw their earnings are growing for time to time
Their yearly EPS was .34 in 2014 and for this year it's .75 already for 3Q, That is earnings increase of more than 100%
Currently i'm happy with my 78% unrealized profit Very Happy
Currently Share is trading in large volumes for last few weeks even before releasing their Dec accounts
After releasing Dec accounts, and considering their growth, i feel this share worth 7.00 - 7.50 range. I doubt that do i wait little bit more time to sell it Question
Hope to hear others opinion

_________________
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
baller
Posts : 26
Join date : 2015-02-11

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 23, 2015 9:57 am
Woah. What is happening with HPFL?
avatar
poor boy
Active Member
Active Member
Posts : 766
Join date : 2014-10-09

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 23, 2015 10:00 am
did a quick day trading on hpfl . good day.
avatar
baller
Posts : 26
Join date : 2015-02-11

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 23, 2015 10:22 am
Sell or hold? Any ideas? Thanks in advance
avatar
chinwi
Top contributor
Top contributor
Posts : 999
Join date : 2014-02-23

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 23, 2015 2:36 pm
My predictions about Hydro Power companies:

Trading prices in 12-15  months: Max to Min

HPWR > HPFL > VPEL > VLL > PAP

Time travelling ? or is it happening too early than I thought ?

Go ... HP go....  just 20 cents to beat VP !
avatar
Karan
Posts : 58
Join date : 2014-02-25

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 23, 2015 3:14 pm
What about MFL today .40 cents up and trading 7.00
HAL9000
HAL9000
Top contributor
Top contributor
Posts : 1402
Join date : 2014-08-11
Location : Colombo

Hydro power - simple snapshot based on December quarter Empty Re: Hydro power - simple snapshot based on December quarter

Mon Feb 23, 2015 10:39 pm
Message reputation : 100% (1 vote)
Last quarter we had unusually high rainfalls. So exceptional profits for many hydros so does the run. I think this sector we should enter and exit timely, During dry period price will plummet to bottom
l sold my VPEL and HPFL
Back to top
Permissions in this forum:
You cannot reply to topics in this forum