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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)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Mar 20, 2024 11:31 am by Hawk Eye

» Sri Lanka plans to allow tourists from August, no mandatory quarantine
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Sep 13, 2023 12:16 pm by lauryfriese

» When Will It Be Safe To Invest In The Stock Market Again?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Apr 19, 2023 6:41 am by කිත්සිරි ද සිල්වා

» Dividend Announcements
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Apr 12, 2023 5:41 pm by කිත්සිරි ද සිල්වා

» MAINTENANCE NOTICE / නඩත්තු දැනුම්දීම
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyThu Apr 06, 2023 3:18 pm by කිත්සිරි ද සිල්වා

» ඩොලර් මිලියනයක මුදල් සම්මානයක් සහ “ෆීල්ඩ්ස් පදක්කම” පිළිගැනීම ප්‍රතික්ෂේප කළ ගණිතඥයා
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Apr 02, 2023 7:28 am by කිත්සිරි ද සිල්වා

» SEYB.N0000 (Seylan Bank PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 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
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyThu Mar 30, 2023 9:25 am by HaeroMaero

» The Korean Way !
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Mar 29, 2023 7:09 am by කිත්සිරි ද සිල්වා

» In the Meantime Within Our Shores!
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyMon Mar 27, 2023 5:51 pm by කිත්සිරි ද සිල්වා

» What is Known as Dementia?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyFri Mar 24, 2023 10:09 am by කිත්සිරි ද සිල්වා

» SRI LANKA TELECOM PLC (SLTL.N0000)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyMon Mar 20, 2023 5:18 pm by කිත්සිරි ද සිල්වා

» THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyMon Mar 20, 2023 5:10 pm by කිත්සිරි ද සිල්වා

» Equinox ( වසන්ත විෂුවය ) !
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyMon Mar 20, 2023 4:28 pm by කිත්සිරි ද සිල්වා

» COMB.N0000 (Commercial Bank of Ceylon PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Mar 19, 2023 4:11 pm by කිත්සිරි ද සිල්වා

» REXP.N0000 (Richard Pieris Exports PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Mar 19, 2023 4:02 pm by කිත්සිරි ද සිල්වා

» RICH.N0000 (Richard Pieris and Company PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Mar 19, 2023 3:53 pm by කිත්සිරි ද සිල්වා

» Do You Have Computer Vision Syndrome?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySat Mar 18, 2023 7:36 am by කිත්සිරි ද සිල්වා

» LAXAPANA BATTERIES PLC (LITE.N0000)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyThu Mar 16, 2023 11:23 am by කිත්සිරි ද සිල්වා

» What a Bank Run ?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Mar 15, 2023 5:33 pm by කිත්සිරි ද සිල්වා

» 104 Technical trading experiments by HUNTER
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Mar 15, 2023 4:27 pm by katesmith1304

» GLAS.N0000 (Piramal Glass Ceylon PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Mar 15, 2023 7:45 am by කිත්සිරි ද සිල්වා

» Cboe Volatility Index
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyTue Mar 14, 2023 5:32 pm by කිත්සිරි ද සිල්වා

» AHPL.N0000
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Mar 12, 2023 4:46 pm by කිත්සිරි ද සිල්වා

» TJL.N0000 (Tee Jey Lanka PLC.)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Mar 12, 2023 4:43 pm by කිත්සිරි ද සිල්වා

» CTBL.N0000 ( CEYLON TEA BROKERS PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Mar 12, 2023 4:41 pm by කිත්සිරි ද සිල්වා

» COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyFri Mar 10, 2023 4:43 pm by yellow knife

» Bitcoin and Cryptocurrency
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyFri Mar 10, 2023 1:47 pm by කිත්සිරි ද සිල්වා

» CSD.N0000 (Seylan Developments PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyFri Mar 10, 2023 10:38 am by yellow knife

» PLC.N0000 (People's Leasing and Finance PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyThu Mar 09, 2023 8:02 am by කිත්සිරි ද සිල්වා

» Bakery Products ?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Mar 08, 2023 5:30 pm by කිත්සිරි ද සිල්වා

» NTB.N0000 (Nations Trust Bank PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Mar 05, 2023 7:24 am by කිත්සිරි ද සිල්වා

» Going South
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySat Mar 04, 2023 10:47 am by කිත්සිරි ද සිල්වා

» When Seagulls Follow the Trawler
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyThu Mar 02, 2023 10:22 am by කිත්සිරි ද සිල්වා

» Re-activating
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySat Feb 25, 2023 5:12 pm by කිත්සිරි ද සිල්වා

» අපි තමයි හොඳටම කරේ !
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyTue Feb 14, 2023 3:54 pm by ruwan326

» මේ අර් බුධය කිසිසේත්ම මා විසින් නිර්මාණය කල එකක් නොවේ
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyTue Jan 03, 2023 6:43 pm by ruwan326

» SAMP.N0000 (Sampath Bank PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Nov 30, 2022 8:24 am by කිත්සිරි ද සිල්වා

» APLA.N0000 (ACL Plastics PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyFri Nov 18, 2022 7:49 am by කිත්සිරි ද සිල්වා

» AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyWed Nov 16, 2022 9:28 pm by කිත්සිරි ද සිල්වා

» Banks, Finance & Insurance Sector Chart
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyTue Nov 15, 2022 5:26 pm by කිත්සිරි ද සිල්වා

» VPEL.N0000 (Vallibel Power Erathna PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySun Nov 13, 2022 12:15 pm by කිත්සිරි ද සිල්වා

» DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyMon Nov 07, 2022 6:36 pm by කිත්සිරි ද සිල්වා

» WATA - Watawala
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySat Nov 05, 2022 8:44 am by කිත්සිරි ද සිල්වා

» KFP.N0000(Keels Food Products PLC)
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptySat Nov 05, 2022 8:42 am by කිත්සිරි ද සිල්වා

» Capital Trust Broker in difficulty?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyFri Oct 21, 2022 5:25 pm by කිත්සිරි ද සිල්වා

» IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyThu Oct 20, 2022 10:13 am by කිත්සිරි ද සිල්වා

» What Industry Would You Choose to Focus?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyTue Oct 11, 2022 6:39 pm by කිත්සිරි ද සිල්වා

» Should I Stick Around, or Should I Follow Others' Lead?
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyTue Oct 11, 2022 9:07 am by කිත්සිරි ද සිල්වා

» DV-2024 Program: Online Registration
TPL.N0000 (TALAWAKALE PLANTATIONS ) - Page 2 EmptyThu Oct 06, 2022 11:26 am by කිත්සිරි ද සිල්වා

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+12
Fireandwater
Ethical Trader
bear
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    TPL.N0000 (TALAWAKALE PLANTATIONS )

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    Post by Backstage Wed Jun 24, 2015 3:37 pm

    Good one YK. It is being said that the direct sales to Iran will be possible by year end.
    BTW. Wasn't the wage hike due in April ? did it happen, if not why ?
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    Post by yellow knife Wed Jun 24, 2015 9:08 pm

    Let me study these two issues and update..BS..

    The interest of Ceylon tea

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    Post by yellow knife Wed Jun 24, 2015 9:25 pm

    Videos on Ceylon tea

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    2nd largest share holder of TPL.N
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    Tea processing in India

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    Post by කිත්සිරි ද සිල්වා Wed Jun 24, 2015 9:29 pm

    Lack of innovation is another issue with tea, compared to coffee.
    Costa coffee, Starbucks, Second cup etc etc but not competing Tea innovations.
    Further, we do not hammer enough the point well that it is to be taken as a health drink too.
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    Post by smallville Thu Jun 25, 2015 2:22 am

    Good work YK Smile
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    Post by Backstage Thu Jun 25, 2015 12:03 pm

    Sri Lanka plantations losses too high for wage hike without more productivity
    Jun 25, 2015
    PLUCKING TIME A mere 26-minute increase in the ‘effective plucking time’ will improve productivity.

    COLOMBO (EconomyNext) – Sri Lanka’s regional plantation companies say their losses from the collapse in commodity prices are too heavy to grant a wage increase to workers without higher productivity.

    The Planters’ Association, which represents regional plantation companies, said a mere 26-minute increase in the ‘effective plucking time’ will enable a worker to pluck two kilos more of tea leaves, without any increase in total working time.

    “We can pay only what we can afford,” PA Chairman Roshan Rajadurai SAID. “We can’t pay more than what we earn.”

    According to the estimates of the RPCs, a one rupee increase in labour wages will automatically increase the cost of production of tea by 52 cents per kilogramme.

    The RPcs are currently negotiating a new collective agreement governing wages with estate labour unions with the existing one having ended on 31 March 2015.

    Rajadurai said they were proposing a wage hike linked to better productivity that would enable the firms to cope with the market downturn while better compensating workers.

    “The tea market has been on a downward trend since April 2014,” Rajadurai told a news conference. “It’s not that we don’t want to pay, but it’s our inability to pay. Global prices are beyond our control.”

    He said there had been an 11-fold increase in estate wages in the last 20 years after they were privatised while tea prices have gone up by only six times
    .
    “We been giving big wage hikes although tea prices have not kept pace. This year there has been significant reduction in prices and RPCs are making heavy losses.”

    Workers in Sri Lankan estates have higher wages and better living standards and facilities than those in other tea- growing countries, he said.
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    Post by chutiputha Sat Jun 27, 2015 3:26 pm

    Thank U Sir,And It's really great,we have lot of information about the Tea.More Likes from me...
    I would like to add some little information to ur post..

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    Post by කිත්සිරි ද සිල්වා Sat Jun 27, 2015 5:04 pm

    " Workers in Sri Lankan estates have higher wages and better living standards and facilities than those in other tea- growing countries ".

    How about the guys there with secondary level education and working as Chinna Dorais & Periya Dorais.

    One down fall in plantation I see is, as it was kept as an exclusive club for a privileged few, not much of grey matter has not got into the system for centuries.

    No much new thinking, methods etc but just trying to implement borrowed stuffs from elsewhere lock, stock and barrel.
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    Post by pathfinder Sun Jun 28, 2015 10:57 am

    Good discussion guys thank you.
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    Post by First Guy Sun Jun 28, 2015 11:01 am

    There is another plantation company which looks to be well managed and into tea.
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    Post by chutiputha Sun Jun 28, 2015 11:12 am

    First Guy wrote:There is another plantation company which looks to be well managed and into tea.
    WATA???? KOTA ???? HOPL ???Smile
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    Post by First Guy Sun Jun 28, 2015 12:58 pm

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    Post by HUNTER Sun Jun 28, 2015 8:22 pm

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

    Like your analysis FG +

    It seems numbers don't lie

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    Post by yellow knife Wed Sep 30, 2015 12:48 pm

    Declaration : I hold 15% of my PF in TPL

    Source: Lanka C News ..30th Sept 2015

    තේ දළු මිල ලෙල්ලටම වැටේ.. කිලෝව 47-53යි..

    September 30, 2015 at 12:40 pm | lanka C news

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    ලෝක වෙළෙද පොලේ නිමි තේ කිලෝවක් ඉතා ඉහල මිලකට අලෙවි වෙද්දී මෙරට අමු තේ දලූ කිලෝවකට ලබා දෙන්නේ රුපියල් 47-53 අතර මුදලක් යයි කුඩා තේ වතු හිමියන්ගේ සංගමය පවසයි.
    දළු කිලෝවක් 65-70 අතර මිලකට පසුගිය කාලයේදී මිලට ගත්තද අද වන විට ශිඝ‍්‍රයෙන් අමු දලූ කිලෝවක මිල පහත වැටී තිබෙන බවද එම සංගමයේ ජාතික සංවිධායක ලාල් පේ‍්‍රමනාත් මහතා පවසයි
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    Post by slstock Wed Sep 30, 2015 12:52 pm

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    yellow knife wrote:Declaration : I hold 15% of my PF in TPL

    Source: Lanka C News ..30th Sept 2015

    [url=/sinhala/news/136210/]තේ දළු මිල ලෙල්ලටම වැටේ.. කිලෝව 47-53යි..[/url]

    September 30, 2015 at 12:40 pm | lanka C news

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    ලෝක වෙළෙද පොලේ නිමි තේ කිලෝවක් ඉතා ඉහල මිලකට අලෙවි වෙද්දී මෙරට අමු තේ දලූ කිලෝවකට ලබා දෙන්නේ රුපියල් 47-53 අතර මුදලක් යයි කුඩා තේ වතු හිමියන්ගේ සංගමය පවසයි.
    දළු කිලෝවක් 65-70 අතර මිලකට පසුගිය කාලයේදී මිලට ගත්තද අද වන විට ශිඝ‍්‍රයෙන් අමු දලූ කිලෝවක මිල පහත වැටී තිබෙන බවද එම සංගමයේ ජාතික සංවිධායක ලාල් පේ‍්‍රමනාත් මහතා පවසයි
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    Post by yellow knife Wed Sep 30, 2015 1:10 pm

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



    yellow knife wrote:Declaration : I hold 15% of my PF in TPL

    Source: Lanka C News ..30th Sept 2015

    [url=/sinhala/news/136210/]තේ දළු මිල ලෙල්ලටම වැටේ.. කිලෝව 47-53යි..[/url]



    September 30, 2015 at 12:40 pm | lanka C news



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    ලෝක වෙළෙද පොලේ නිමි තේ කිලෝවක් ඉතා ඉහල මිලකට අලෙවි වෙද්දී මෙරට අමු තේ දලූ කිලෝවකට ලබා දෙන්නේ රුපියල් 47-53 අතර මුදලක් යයි කුඩා තේ වතු හිමියන්ගේ සංගමය පවසයි.
    දළු කිලෝවක් 65-70 අතර මිලකට පසුගිය කාලයේදී මිලට ගත්තද අද වන විට ශිඝ‍්‍රයෙන් අමු දලූ කිලෝවක මිල පහත වැටී තිබෙන බවද එම සංගමයේ ජාතික සංවිධායක ලාල් පේ‍්‍රමනාත් මහතා පවසයි


    This is the same reason why I want SLS to remain active in this forum...
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    Post by yellow knife Thu Jun 16, 2016 10:05 am

    Plantation sector has not done well last year as we have discussed in many threads.. Yet the annual report of TPL was presented very nicely with a cup shaped book...Again TPL deserve the best annual report in plantation sector ( though I am yet to see other annual reports )...

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    2015 was a fifteen month year for TPL as they moved from December ending company status to March ending company. Thus if you neglect 2015, you cant see much of a difference between 2014 and 2016
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    Post by yellow knife Thu Jun 16, 2016 10:10 am

    Unlike Hydro Power sector , the Net Profit as a percentage to Revenue remain as low as below 6% in Tea based plantation. Yet the Palm Oil based plantation sector's net profit margin remains high.


    Column12,0162015201420132012201120102009200820072006
    Revenue3,434,5794,761,1013,646,8373,318,1492,744,5053,002,6242,772,1252,264,0851,924,3831,731,6121,619,598
    Net Profit146,578239,296173,533215,950-51,420147,438-22,283109,27999,60580,359105,394
    Net Margin4.275.034.766.51-1.874.91-0.804.835.184.646.51
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    Post by yellow knife Thu Jun 16, 2016 10:12 am

    Just compare Net Profit/Revenue percentage of Shalimar where the plantation company is purely based on Palm.


    Column120162015201420132012
    Revenue168,512170,518319,030292,349289,960
    PAT77,79966,202211,345178,941221,198
    Net Margin46.1738.8266.2561.2176.29
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    Post by yellow knife Thu Jun 16, 2016 10:28 am

    Earning of the company was affected negatively by

    1. plummeting commodity prices
    2. Worsening geopolitical scenario for tea buyer nations like Russia, Iran, Libiya, Iraq
    3. Fueling hype and unrealistic expectations from socioeconomic point of view, where ten day strikes demanding of salary hikes
    4. extremities of weather conditions...
    5. Removal of agricultural subsidy.

    The removal of agricultural subsidy was discussed in many relevant threads and I can remember on ELPL.N000 thread as well.

    Quoting from Page 23 of TPL annual report.

    " Whilst we are adversely impacted with the withdrawal of the fertilizer subsidy a cost increase of approximate Rs 75 Million in the coming year for the company, we earnestly request the authorities to give some concessions to the RPCs as well: as we have always upheld environmental responsibility in our fertilizer applications."

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    Post by yellow knife Thu Jun 16, 2016 10:29 am

    Market price of the company remains rather constant than seen in many other illiquid companies.

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    Post by yellow knife Thu Jun 16, 2016 10:30 am

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    Post by yellow knife Thu Jun 16, 2016 10:33 am

    The dividend policy of the company is rather true to the expectation of equity financing. The company will declare dividends, when the company makes profit and when its management decides to do so. So the company need not to cook the books and commit to pay dividends...

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    Post by yellow knife Thu Jun 16, 2016 10:37 am

    Debt is well managed

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    Post by yellow knife Thu Jun 16, 2016 11:08 am

    In plantation sector the market value often stay well below Net Assets Value...

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