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» රාගම බ්‍රවුන්ස් රෝහල ඉෂාරගෙන් හැරීට. රු. බිලියන 1.6 ක ගනුදෙනුවක්
DIPD.N0000 (Dipped Products PLC) EmptyFri Feb 21, 2020 8:53 pm by nihal123

» නොතේරෙන කමට කරපු මෝඩ වැඩේ....
DIPD.N0000 (Dipped Products PLC) EmptyFri Feb 21, 2020 12:02 pm by nuwanmja

» SAMP.N0000 (Sampath Bank PLC)
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 20, 2020 6:47 pm by NIRMALSG

» Dividend Announcements
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 20, 2020 5:52 pm by Rana

» Huge transactions expected to boost CSE in near future’
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 20, 2020 12:45 pm by Backstage

» මිනිරන්වලට දසදහස් ගුණයක වටිනාකමක් ගෙන දෙන ඉෂාර නානායක්කාරගේ නවතම මෙහෙයුම
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 20, 2020 9:57 am by nuwanmja

» Happy Birthday
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 20, 2020 9:21 am by nuwanmja

» Thought for the day...
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 20, 2020 12:01 am by sashimaal

» Thread for News on CSE and SL Economy
DIPD.N0000 (Dipped Products PLC) EmptyWed Feb 19, 2020 4:46 pm by mymoney

» Gota's Era
DIPD.N0000 (Dipped Products PLC) EmptyWed Feb 19, 2020 1:04 pm by කිත්සිරි ද සිල්වා

» හොදට තිබුණ රටක්
DIPD.N0000 (Dipped Products PLC) EmptyWed Feb 19, 2020 9:46 am by කිත්සිරි ද සිල්වා

» In the Meantime, Within Our Shores !
DIPD.N0000 (Dipped Products PLC) EmptyMon Feb 17, 2020 12:40 pm by කිත්සිරි ද සිල්වා

» How does the stock market work?
DIPD.N0000 (Dipped Products PLC) EmptyMon Feb 17, 2020 11:07 am by කිත්සිරි ද සිල්වා

» An ex-businessman, now bankrupt,
DIPD.N0000 (Dipped Products PLC) EmptySun Feb 16, 2020 9:24 pm by Backstage

» Oil, Gold & Silver Prices
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 13, 2020 1:50 pm by කිත්සිරි ද සිල්වා

» ආර්ථික වර්ධන වේගය – දකුණු ආසියාවේ රටවල් 8කින් ශ්‍රී ලංකාව 6 වැනි තැනට
DIPD.N0000 (Dipped Products PLC) EmptyWed Feb 12, 2020 11:47 pm by nihal123

» LOLC Holdings
DIPD.N0000 (Dipped Products PLC) EmptyWed Feb 12, 2020 6:19 pm by NIRMALSG

» චීනය කොරෝනා මරණ සංඛ්‍යාව ගැන සැබෑ තතු සඟවන බවට තොරතුරු හෙළිවේ
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 06, 2020 8:33 pm by nihal123

» VPEL.N0000 (Vallibel Power Erathna PLC)
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 06, 2020 11:29 am by කිත්සිරි ද සිල්වා

» Obituary Notice.
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 06, 2020 10:47 am by කිත්සිරි ද සිල්වා

» IOC පිරවුම්හල් හිමියන් පාරට බසී. මිල සමාන කරන්නැයි ඉල්ලයි
DIPD.N0000 (Dipped Products PLC) EmptyThu Feb 06, 2020 10:37 am by කිත්සිරි ද සිල්වා

» කොරෝනා වෛරසය හමුවේ ලෝක වෙළෙඳපොළේ තෙල් මිල සීඝ්‍රයෙන් පහළට
DIPD.N0000 (Dipped Products PLC) EmptyWed Feb 05, 2020 11:15 am by nihal123

» 2013 දී ශ්‍රී ලංකන් ගුවන් සේවයේ ඉහළ නිලධාරී බිරිඳකට ඩොලර් මිලියන 2ක අල්ලසක්
DIPD.N0000 (Dipped Products PLC) EmptyTue Feb 04, 2020 12:53 pm by කිත්සිරි ද සිල්වා

» නව කොරෝනා වෛරසයේ ආර්ථික බලපෑම්
DIPD.N0000 (Dipped Products PLC) EmptyMon Feb 03, 2020 11:16 pm by nihal123

» චීනයේ හුනාන් පළාතේ තවත් වයිරසයක් පැතිරයන බවට අනතුරු ඇඟවීමක්
DIPD.N0000 (Dipped Products PLC) EmptyMon Feb 03, 2020 9:15 pm by serene

» ද ෆිනෑන්ස්, අර්ථසාධක අරමුදලේ රු. මිලියන 205 ක් ගිලියි
DIPD.N0000 (Dipped Products PLC) EmptyMon Feb 03, 2020 12:29 pm by nihal123

» COMB.N0000 (Commercial Bank of Ceylon PLC)
DIPD.N0000 (Dipped Products PLC) EmptySat Feb 01, 2020 6:16 am by serene

» BPPL Holdings Limited
DIPD.N0000 (Dipped Products PLC) EmptyFri Jan 31, 2020 8:41 pm by pathfinder

» මූල්‍ය සමාගම්වලින් භාගයක්ම දුවන්නේ අමාරුවෙන්
DIPD.N0000 (Dipped Products PLC) EmptyFri Jan 31, 2020 8:08 pm by nihal123

» EPF ආයෝජනයට සූදානම්
DIPD.N0000 (Dipped Products PLC) EmptyThu Jan 30, 2020 10:13 pm by nihal123

» Man’ who gave birth in Matara hospital says he doesn’t want his baby
DIPD.N0000 (Dipped Products PLC) EmptyThu Jan 30, 2020 6:57 pm by Backstage

» ප්‍රතිපත්ති පොලී අනුපාතය අඩු කෙරේ
DIPD.N0000 (Dipped Products PLC) EmptyThu Jan 30, 2020 10:54 am by nihal123

» Sri Lanka’s EPF bought shares with no approval, no analysis
DIPD.N0000 (Dipped Products PLC) EmptyThu Jan 30, 2020 9:35 am by nihal123

» කොරෝනා නිසා ගෝලීය සමාගම් රැසකට බිලියන ගණනක් පාඩුයි
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 29, 2020 10:33 pm by nihal123

» කොටස් වෙළෙඳපොළ සක්‍රීය වෙයි. දෛනික පිරිවැටුම රු. බිලියනය ඉක්මවයි. සියලු කොටස් ඒකක 51කින් ඉහළට
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 29, 2020 10:20 pm by nihal123

» කොරොනා වෛරසයෙන් කොටස් වෙළෙඳපොළට දැඩි බලපෑම්
DIPD.N0000 (Dipped Products PLC) EmptyTue Jan 28, 2020 2:39 pm by lanka

» LIOC.N0000 (Lanka IOC PLC)
DIPD.N0000 (Dipped Products PLC) EmptyMon Jan 27, 2020 9:48 am by LSE

» බැඳුම්කර වංචාවේ වෝහාරික විගණන වාර්තාව පාර්ලිමේන්තුවට
DIPD.N0000 (Dipped Products PLC) EmptyFri Jan 24, 2020 7:05 am by nihal123

» අසාදුගත ව්‍යාපාරිකයින්ට රජයෙන් දුන් සහනය මෙන්න
DIPD.N0000 (Dipped Products PLC) EmptyFri Jan 24, 2020 6:37 am by nihal123

» සුරැකුම්පත් කොමිසමට නව සභාපතිවරයෙක්
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 22, 2020 10:20 am by lanka

» කොටස් තැරැව්කරුවෝ අගමැති මහින්ද හමුවෙති
DIPD.N0000 (Dipped Products PLC) EmptyMon Jan 20, 2020 9:29 pm by nihal123

» SEYB.N0000 (Seylan Bank PLC)
DIPD.N0000 (Dipped Products PLC) EmptySun Jan 12, 2020 10:06 pm by subash

» ශ්‍රී ලංකා කොටස් වෙළෙඳපොළ ඉතිහාසයේ දෙවැනි විශාලතම කොටස් ගනුදෙනුව අද
DIPD.N0000 (Dipped Products PLC) EmptyThu Jan 09, 2020 9:59 pm by nihal123

» Hayleys MGT
DIPD.N0000 (Dipped Products PLC) EmptyThu Jan 09, 2020 5:40 pm by subash

» Browns Investments update
DIPD.N0000 (Dipped Products PLC) EmptyThu Jan 09, 2020 10:42 am by The Invisible

» Tokyo Cement
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 08, 2020 10:48 pm by The Invisible

» Lanka Tiles
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 08, 2020 10:44 pm by The Invisible

» RCL - Royal Ceramics
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 08, 2020 10:39 pm by The Invisible

» AEL Access Engineering
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 08, 2020 10:30 pm by The Invisible

» Sri Lanka central bank to develop a cost-based rate to price loans
DIPD.N0000 (Dipped Products PLC) EmptyWed Jan 08, 2020 10:21 pm by The Invisible

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DIPD.N0000 (Dipped Products PLC)

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DIPD.N0000 (Dipped Products PLC) Empty DIPD.N0000 (Dipped Products PLC)

Post by yellow knife on Thu Jul 02, 2015 3:51 pm

Bad news is like music to a long term investor..

Once it was Seylan Bank.. after Seylan Group issue the price of the share fell and those who trusted the bank during the bad time those who dared to buy soon had a nice time..

Dipped is another such share.. It had a bad time.. Price went down even below Net Asset Value.. Those who dared to buy Dipped had a good time next..

So my analysis is on Dipped Products..


Last edited by Admin on Thu Dec 26, 2019 8:22 am; edited 4 times in total (Reason for editing : Standardised title)

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Post by yellow knife on Thu Jul 02, 2015 3:54 pm

Its sales turnover continued with dedicated  customers..

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Post by yellow knife on Thu Jul 02, 2015 3:56 pm

2012 recorded highest profit of the company and soon had to face problems with Rathupaswala incident...

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Post by yellow knife on Thu Jul 02, 2015 3:58 pm

Dipped Products maintained good EPS and continued paying good dividend...

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Post by dhanurrox on Thu Jul 02, 2015 3:58 pm

It fell to 85 and I also bought ended up at 150

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Post by yellow knife on Thu Jul 02, 2015 3:59 pm

There were good opportunities to pick this share even when PE ratio was below 5

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Post by yellow knife on Thu Jul 02, 2015 4:01 pm

Dhanu has dared to pick the share when others opt not to...

When PE ratio was very high this share was much in demand.. but when the price fell down many neglect it ..

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Post by dhanurrox on Thu Jul 02, 2015 4:02 pm

yellow knife wrote:Dhanu has dared to pick the share when others opt not to...

When PE ratio was very high this share was much in demand.. but when the price fell down many neglect it ..
We personally discussed this.CCS too. Wink Wink

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Post by yellow knife on Thu Jul 02, 2015 4:05 pm

Debt to Equity ratio was continously coming down making the company to reduce its finance cost..

Many companies in CSE are now getting rid of debt. TJL was proud to announce zero debt situation... Fortress Resorts (RHTL) is now entering into zero debt situation..

Even if Dipped will not join zero debt in future a company that enjoy financial slack will always find good opportunists and to fund big project through bank loans where ever there is opportunity..

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Post by yellow knife on Thu Jul 02, 2015 4:15 pm

Long term investors should evaluate a company with proven history and the best time is to buy when its net asset value is higher than market value..

As Warren Buffet says one right decision per annum is more than enough and of course you will not get such opportunities always..

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Post by Ethical Trader on Thu Jul 02, 2015 4:19 pm

Thanks YK. Its a very good analysis. I too entered this share during Rathupaswala saga dispite the risks involved, knowing its future potential.
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Post by yellow knife on Thu Jul 02, 2015 4:19 pm

Dhanu your picking price was one of the best as now you see in the chart..

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Post by yellow knife on Fri Jul 03, 2015 7:34 am

Now we can compare Plantation Sector and Manufacturing Sector.

R= P*Q

So irrespective of the sector Revenue is always depending on Price and Quantity.. In Plantation sector both P and Q is dependent on factors beyond control of the company. But in Manufacturing sector P and Q is both under the control of the company..

TPL.N is one of the best plantation companies but had two negative EPS in two years earlier.. But DPL.N continuously recorded positive EPS..

Thus manufacturing sector gives more stable reliable income than plantation sector as long as you are well managed..

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Post by First Guy on Fri Jul 03, 2015 7:49 am

Missed this thread yday. Good analysis YK! Hope to give my input sometime as well although I held this only briefly some time ago.

Btw YK, the ticker is DIPD. I have corrected it in the title.

DPL is Dankotuwa Smile


Last edited by First Guy on Fri Jul 03, 2015 7:56 am; edited 1 time in total
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Post by First Guy on Fri Jul 03, 2015 7:54 am

yellow knife wrote:Bad news is like music to a long term investor..

Once it was Seylan Bank.. after Seylan Group issue the price of the share fell and those who trusted the bank during the bad time those who dared to buy soon had a nice time..

Dipped is another such share.. It had a bad time.. Price went down even below Net Asset Value.. Those who dared to buy Dipped had a good time next..

So my analysis is on Dipped Products..

Usually it's the retailers who panic and sell off in case of any bad news in my opinion regardless of the actual impact. We/they do not evaluate the impact to the performance and price when a news is out, however good or bad. Sometimes the price would have already been adjusted to that in the anticipation of such news.

Although at times it will not be possible to evaluate or there won't be a solution to a problem until the management comes out with one, but shouldn't we assume that they would have it covered at most times? Based on the past deeds of the management we need to put trust on them.
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Post by Sriranga on Fri Jul 03, 2015 8:03 am

Thanks YK. Really good presentation and analysis.
Expecting more on Plantation sector in coming days.

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Post by Leon on Fri Jul 03, 2015 8:16 am

Thanks YK. + rep

Isn't it too early on plantations?? Anyway If rubber picks up KEGL is one share that should be looked on. Now trading below NAV.
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DIPD.N0000 (Dipped Products PLC) Empty Re: DIPD.N0000 (Dipped Products PLC)

Post by yellow knife on Fri Jul 03, 2015 8:17 am

Thanx FG for correcting the name of the company... What a mistake.... Embarassed 

When we evaluate Banks we use camel

Camel?

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No..not that one

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Post by yellow knife on Fri Jul 03, 2015 8:20 am

out of above five variables the mid one Quality of Management is a qualitative one..

We can not quantify this variable..

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Post by yellow knife on Fri Jul 03, 2015 8:22 am

Leon wrote:Thanks YK. + rep

Isn't it too early on plantations?? Anyway If rubber picks up KEGL is one share that should be looked on. Now trading below NAV.

I will do a separate analysis on Kegal.n and FG has also commented on Kgal..

Once again that company is also under good management of Dr Sena Yaddehige

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Post by sashimaal on Sat Oct 17, 2015 7:47 am

DIPD sensitivity analysis by Capital Trust

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Post by yellow knife on Sat Oct 17, 2015 7:57 pm

Thanx Shshimal

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Post by Illusion on Sat Oct 17, 2015 9:20 pm

Thank you Sashimal.

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Post by Future123 on Wed Oct 21, 2015 9:35 pm

Please share your ideas on DIPD. What do you think about Q2 results? Expers, Yellowknife, FG, Small, SLS and everyone.

Please clarify my doubts.
1) Is DIPD exposed heavily for tea and rubber? If so, is it significant to distort the overall performance?
2) How much the rupee devaluation helped them in Q2?
3) Any idea about profits and EPS?

Q1 wasn't good for them due to Euro weakening. But in Q2 Euro was appreciating against Rupee.

Please share your thoughts.

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Post by yellow knife on Thu Oct 22, 2015 7:55 am

A clear answer for above Q2 lies in Shashimal's link above.

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