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AHPL.N0000 Empty AHPL.N0000

Post by yellow knife on Tue Jul 21, 2015 4:11 pm

Asian Hotel Properties Plc, consist of two main hotels in Colombo and a property development company. Cinnamon Grand, Cinnamon Lake Side and Crescat Boulvard are the brand names of them. John Keels Holdings own 78.56% and Dr Sena Yaddehige and Merrill J Fernando & Sons are note worthy shareholders of the top twenty list..

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Post by yellow knife on Tue Jul 21, 2015 4:15 pm

I would name this Hotel as a Cash Cow.
Its growth potential is less as it already enjoy highest room capacity among Colombo City hotels..

Cinnamon Grand Colombo records an average occupancy of 75% which is well above the five-star city hotels average occupancy rate..

Thus the growth potential is less for this hotel and thus enjoy a mature stage where it happily give away a considerable dividend out of its earnings..

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Post by yellow knife on Tue Jul 21, 2015 4:23 pm

AHUN and AHPL enjoy above 2 Billion profit from tourism sector. AHUN has to manage many destinations to arrive at Rs 2 Billion profit where as AHPL manage only three closely located destinations in Colombo ..

Dividend payout is rather consistent and Rs 4 as dividend for a share trading at Rs 65 (approximate) ensures 6% dividend yield.. Thus AHPL is good for a dividend hunter as well..

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Post by yellow knife on Tue Jul 21, 2015 4:25 pm

Current Market price of this is also attractive when compare with Net Asset Value

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Post by yellow knife on Tue Jul 21, 2015 4:27 pm

Revenue of AHPL is also note worthy among the tourist related listed companies

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Post by yellow knife on Tue Jul 21, 2015 4:34 pm

All five star hotels find that increased room inventory of three star and four star as a threat.. Even AHPL, AHUN discuss about this matter in their annual reports..

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Post by yellow knife on Tue Jul 21, 2015 4:39 pm

In my PF , AHPL appear with the cost of Rs 18.34.. When I get a dividend of Rs 4 my yield is 22%.. This one reason why now I have converted to never to sell..

i know that opportunity cost and the holding period is not measured in my calculation..but this company ensure me a predictable pattern of dividends and which is sufficient for keeping...

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Post by smallville on Tue Jul 21, 2015 6:46 pm

Nice presentation.. Very valuable info.. and I feel if this can be put into one post, that would bring more value as it could be red continuously.

Shall I do the needful or will u?

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Post by කිත්සිරි ද සිල්වා on Tue Jul 21, 2015 6:57 pm

Thanks YK the efforts and merging them into one post is a great idea.  Very Happy
smallville wrote:Nice presentation.. Very valuable info.. and I feel if this can be put into one post, that would bring more value as it could be red continuously.
Shall I do the needful or will u?

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Post by kass on Tue Jul 21, 2015 10:21 pm

yellow knife wrote:In my PF , AHPL appear with the cost of Rs 18.34.. When I get a dividend of Rs 4 my yield is 22%.. This one reason why now I have converted to never to sell..

i know that opportunity cost and the holding period is not measured in my calculation..but this company ensure me a predictable pattern of dividends and which is sufficient for keeping...

Wow average cost 18.34 your investment should be at zero cost after receiving continuous dividends. thanks for the post
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Post by HAL9000 on Tue Jul 21, 2015 10:29 pm

yellow knife wrote:In my PF , AHPL appear with the cost of Rs 18.34.. When I get a dividend of Rs 4 my yield is 22%.. This one reason why now I have converted to never to sell..

i know that opportunity cost and the holding period is not measured in my calculation..but this company ensure me a predictable pattern of dividends and which is sufficient for keeping...

Thanks for the great effort, + rep
My concern about this share is, will they able to maintain the same dominance, occupancy rate and the price and brand premium they enjoy now, once the new set of shining hotels like Shangrila, Hyatt, Movenpick, Water front etc flood the Colombo city in coming years.
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Post by yellow knife on Wed Jul 22, 2015 8:41 am

Hal

Why do tourists visit Dubai, Sinagpore etc.. Because the infrastructures is supportive..The more hotels you have the more business you get..

But if you have only hotels that will not work out.. We visit Genting Highlands of Malaysia not just because the First World ( probably the hotel with the highest rooms in the world) but because you have entertainment, shopping all around in cold upcountry in a tropical land..

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Its up to the government to decide to go ahead with Port City Project, Nelum Kuluna and Casino for JKH project or to abandon them..

We have to undertake risk as investors..

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Post by yellow knife on Wed Jul 22, 2015 8:48 am

kass wrote:
yellow knife wrote:In my PF , AHPL appear with the cost of Rs 18.34.. When I get a dividend of Rs 4 my yield is 22%.. This one reason why now I have converted to never to sell..

i know that opportunity cost and the holding period is not measured in my calculation..but this company ensure me a predictable pattern of dividends and which is sufficient for keeping...

Wow average cost 18.34 your investment should be at zero cost after receiving continuous dividends. thanks for the post

1. Isn't it the real meaning of calculating PE
2. Mine is a small PF, imagine the generation long holdings of MJF and Dr S... Generation to generation will get cash inflows at zero cost.. Follow the family traditions of real entrepreneurs of the nation..

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Post by guruji on Wed Jul 22, 2015 8:54 am

Wt a insight

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Post by yellow knife on Tue May 24, 2016 4:18 pm

AHPL declared Rs 4.50 as Dividends for the year...

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Post by yellow knife on Fri Jun 03, 2016 2:34 pm

AHPL.N0000 has uploaded its annual report 2015/2016. As I have mentioned earlier the revenue of the company has reached a plateau and it has resulted the company to become a cash cow.

Companies that cannot grow further in revenue become cash cows and dividend hunters should collect these cash cows .

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Post by yellow knife on Fri Jun 03, 2016 2:36 pm

A company that pays higher dividends than earnings may result in declining Net Assets Per Share..

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Post by yellow knife on Fri Jun 03, 2016 2:39 pm

Company maintain good profit margins and will compare with other hotels soon.

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Post by slstock on Fri Jun 03, 2016 2:44 pm

"A company that pays higher dividends than earnings may result in declining Net Assets Per Share.."


Well your statement is partly true only right?

Not sure why a company would pays higher dividends than earnings consistently.
No company can afford to do that in any case.
AHPL has not done it either.

There are companies which pay higher dividend % out of the earning made

AHPL is one such. But it does not decline net assets.
It will not make it grow.

Juts adding some feedback as I think you statement needs to be revisited right?


yellow knife wrote:A company that pays higher dividends than earnings may result in declining Net Assets Per Share..

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Post by yellow knife on Fri Jun 03, 2016 3:11 pm

Agree with you SLS

No company can continuously pay dividends than what they earn ...if so you must be doing that with the reserves already generated...

AHPL's growth is not shown in revenue.. Companies where relative market share is high and relative growth is low, often become paymasters of dividends....

Yet can it maintain the same Dividend next year unless Earnings  increased...? this is what I wanted to raise..

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Post by dhanurrox on Fri Jun 03, 2016 8:45 pm

AHPL is made seesaw regularly buy index controllers. Thats certain.

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Post by yellow knife on Mon Aug 01, 2016 10:36 am

AHPL the holding company fopr the 5 star city hotels and property development operations for JKH PLC posted a net profit of Rs 338.02 million for the 1st Q of 2016 improving 12% on YoY basis.

Revenue incresed by 14% and cost of sales increased by 9%.

The net assets of the company declined to Rs 51 from 53 per share.

AHPL subsidiary Trans Aisa Hotel PLC  posted a net profti for Rs 90.7 Million improving from a net loss of Rs 32.31 Million YoY posted .

JKH was lobbying for removal of minimum room rate and that will be legislated from Jan 2018 and will be helpful to the company's performance..

  Source : Mirror Business

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Post by Backstage on Mon Aug 01, 2016 11:45 am

Thanks YK. Your outlook on this as a dividend cow of the future really interest me. Next two years will be the gap time before the big projects start opening their doors and changing the game for City hotels. The minimum rate cancellation will be the start of a new dynamic. AHPL should do well in the gap time.
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Post by yellow knife on Wed Jul 26, 2017 8:41 am

AHPL posted a net profit of Rs 280.12 Million for the first quarter ended 30th June 2017.

It is 17% fall on YoY basis due to escalating costs for services provided . EPS for the quarter fell to .63 from .77 YoY.

Revenue remained flat YoY at Rs 1.92 Billion while the cost of sales increased by 6% to reach Rs 871.70 Million.

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