The Investor Sentiment - Equity and investments forum for Sri Lankans
Search
 
 

Display results as :
 


Rechercher Advanced Search

Latest topics
» රාජ්‍ය සමාගම් කොටස් වෙළෙඳපොළට ගෙන ආ යුතුයි
SPEN.N0000 EmptyToday at 8:13 pm by Lee Goh

» Equation of Happiness Solved
SPEN.N0000 EmptyToday at 5:23 pm by Backstage

» How to get Access to: 104 Technical trading experiments by HUNTER
SPEN.N0000 EmptyToday at 4:19 pm by HUNTER

» තැරැව්කාර සමාගමකට එරෙහිව කොටස් වෙළෙඳපොළ විනය ක්‍රියාමාර්ග ගනී
SPEN.N0000 EmptyToday at 12:31 pm by Rana

» Gota's Era
SPEN.N0000 EmptyToday at 9:39 am by කිත්සිරි ද සිල්වා

» PABC.N0000 (Pan Asia Banking Corporation PLC)
SPEN.N0000 EmptyYesterday at 6:41 pm by soileconomy

» East West properties
SPEN.N0000 EmptyYesterday at 10:01 am by LSE

» COMB.N0000 ( COMMERCIAL BANK OF CEYLON PLC )
SPEN.N0000 EmptySun Dec 08, 2019 11:07 pm by spw19721

» MHDL Millennium Housing
SPEN.N0000 EmptySat Dec 07, 2019 12:35 pm by pure equity

» පොළී මුදලාලිලාට බලපත්‍ර ක්‍රමයක් හඳුන්වා දෙන්න තීරණයක්
SPEN.N0000 EmptyFri Dec 06, 2019 11:33 pm by Backstage

» Dividend Announcement
SPEN.N0000 EmptyFri Dec 06, 2019 10:10 pm by subash

» Colombo US Embassy Air Pollution
SPEN.N0000 EmptyFri Dec 06, 2019 11:20 am by Ethical Trader

» DOCK.N0000 (COLOMBO DOCKYARD PLC)
SPEN.N0000 EmptyFri Dec 06, 2019 5:24 am by soileconomy

» SINHAPUTHRA FINANCE PLC (SFL.N0000)
SPEN.N0000 EmptyThu Dec 05, 2019 9:26 pm by The Invisible

» Land & Property sector chart
SPEN.N0000 EmptyThu Dec 05, 2019 6:27 am by dhanurrox

» සිමෙන්ති මිල පහළට
SPEN.N0000 EmptyWed Dec 04, 2019 7:05 pm by nihal123

» සුරැකුම්පත් කොමිසමට නව සභාපතිවරයෙක්
SPEN.N0000 EmptyWed Dec 04, 2019 7:04 pm by nihal123

» පාස්කු ප්‍රහාරයෙන් පසු වැඩිම සංචාරක පැමිණීම නොවැම්බරයේ දී
SPEN.N0000 EmptyWed Dec 04, 2019 7:02 pm by nihal123

» Flying is the Safest mode of Transport
SPEN.N0000 EmptyWed Dec 04, 2019 10:37 am by කිත්සිරි ද සිල්වා

» OSEA .N
SPEN.N0000 EmptyTue Dec 03, 2019 3:36 pm by dakzsl

» LIOC.N0000 (Lanka IOC PLC)
SPEN.N0000 EmptyTue Dec 03, 2019 11:39 am by LSE

» Hayleys MGT
SPEN.N0000 EmptyTue Dec 03, 2019 10:10 am by The Invisible

» Sri Lanka insurer regulatory capital drop with new accounting rules
SPEN.N0000 EmptyTue Dec 03, 2019 9:19 am by The Invisible

» Thread for News on CSE and SL Economy
SPEN.N0000 EmptyTue Dec 03, 2019 9:18 am by The Invisible

» Lanka Tiles
SPEN.N0000 EmptySun Dec 01, 2019 8:43 pm by soileconomy

» ACL Cables
SPEN.N0000 EmptyFri Nov 29, 2019 11:12 am by The Invisible

» RENUKA AGRI FOODS PLC ( RAL.N0000 )
SPEN.N0000 EmptyThu Nov 28, 2019 6:04 am by sureshot

» SEYB.N0000 ( SEYLAN BANK PLC )
SPEN.N0000 EmptyThu Nov 28, 2019 4:17 am by soileconomy

» Thought for the day...
SPEN.N0000 EmptyTue Nov 26, 2019 7:40 pm by share1

» An Attitude Adjustment
SPEN.N0000 EmptyTue Nov 26, 2019 12:36 pm by Backstage

» මහ බැංකු අධිපති ධූරයෙන් ඉවත් වෙයි
SPEN.N0000 EmptyTue Nov 26, 2019 11:00 am by The Invisible

» Sri Lanka cement production picks up
SPEN.N0000 EmptyTue Nov 26, 2019 9:22 am by Topcat

» Thread for News on Local and Foreign Politics
SPEN.N0000 EmptyTue Nov 26, 2019 7:04 am by The Invisible

» SEC Chief says ready to hand over baton
SPEN.N0000 EmptyMon Nov 25, 2019 8:12 pm by ruwan326

» Technology~විද්‍යාව ~ Wisdom
SPEN.N0000 EmptyMon Nov 25, 2019 8:36 am by ruwan326

» The Theatre | Best movies to Watch
SPEN.N0000 EmptySun Nov 24, 2019 5:18 pm by spw19721

» SHL.N0000 (Softlogic Holdings PLC)
SPEN.N0000 EmptySun Nov 24, 2019 9:44 am by The Invisible

» An individual in pursuit of a porcupine found dead in a burrow
SPEN.N0000 EmptyThu Nov 21, 2019 11:41 am by Backstage

» GLAS.N0000 (PIRAMAL GLASS CEYLON PLC)
SPEN.N0000 EmptyThu Nov 21, 2019 7:51 am by ruwan326

» APLA.N0000 (ACL PLASTICS PLC)
SPEN.N0000 EmptyWed Nov 20, 2019 11:03 pm by nesta

» භාරකාර ආණ්ඩුවක් හෙට
SPEN.N0000 EmptyWed Nov 20, 2019 7:19 pm by nihal123

» ඇඟට නොදැනී ප්‍රතිඋත්තර දෙන හැටි
SPEN.N0000 EmptyWed Nov 20, 2019 9:28 am by ruwan326

» මගේ කියවීම ...
SPEN.N0000 EmptyWed Nov 20, 2019 8:28 am by yellow knife

» How the silence on this !
SPEN.N0000 EmptyTue Nov 19, 2019 5:40 pm by Backstage

» ප්‍රතිඵලේ මොකක් උනත් ජ්යෝතිෂය සත්‍ය වෙන හැටි දැක්කද?
SPEN.N0000 EmptyMon Nov 18, 2019 9:15 am by ruwan326

» ඇයි අප්සට් ද?
SPEN.N0000 EmptySat Nov 16, 2019 4:57 pm by chutiputha

» ගෝඨාට ඉල්ලන්න බෑලු
SPEN.N0000 EmptySat Nov 16, 2019 7:18 am by ruwan326

» සෞභාග්‍යතා දර්ශකයේ ඉහළ යාමක්
SPEN.N0000 EmptyFri Nov 15, 2019 1:54 pm by nihal123

» Puolanka The most pessimistic town
SPEN.N0000 EmptyFri Nov 15, 2019 1:14 pm by Backstage

» SAMP.N0000 (SAMPATH BANK PLC)
SPEN.N0000 EmptyThu Nov 14, 2019 5:13 am by NIRMALSG

December 2019
SunMonTueWedThuFriSat
1234567
891011121314
15161718192021
22232425262728
293031    

Calendar Calendar

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

SPEN.N0000

Page 1 of 3 1, 2, 3  Next

Go down

SPEN.N0000 Empty SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:24 pm

Aitken Spence PLC has been in business for more than 150 years and can be considered as a MNC since its present in 7 countries. Its operations are not mere exports but involved in different regions including Asia, Africa and Asia Pacific. Thus they are bound by two international reporting standards G4 and IR.

Its business is scattered in 7 countries namely Sri Lanka, Maldives, India, Bangladesh, Oman, Mozambique and Fiji

One resource of Sri Lanka is its population and following chart indicates the population strength . For obvious reasons I remove India and Bangladesh as it dwarf the rest..

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

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:30 pm

Revenue of Aitken Spence is compared with other companies

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

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:34 pm

This diversified conglomerate has interests on
*Plantation
*BPO Services
*Insurance
*Printing
*Garments
*Hotels

Company was listed in CSE  since 1983

Company acts as agents for Lloyd's of London in Sri Lanka since 1876


Last edited by yellow knife on Fri Jul 24, 2015 3:47 pm; edited 1 time in total (Reason for editing : hotels)

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:37 pm

*Aitken Spence is Sri Lanka's largest provider of logistics solutions

****  SPEN. ventured into a partnership with teh Fiji Ports Corporation to oversee the management and operations of Suva and Lautoka ports, the largest in Fiji, making the first ever public private partnership by a Sri Lankan company overseas.

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:39 pm

SPEN is very innovative in business and first Luxury Living Community-Heritage Grove, aimed at attracting expatriates to the country for their retirement..

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:41 pm

Profit of the company is above 4 Billion

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

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:42 pm

Earnings were managed well during last decade

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

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:43 pm

Very slow growth of Dividends taken place during last ten years and the same pattern can be expected in future

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

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:44 pm

Net Asset position shows the effective managing of the business

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

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:46 pm

There were very good years to collect this share where PE ratio was well below 10

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

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by කිත්සිරි ද සිල්වා on Fri Jul 24, 2015 6:56 pm

Good work YK.
We are listening (silently) and the floor is all yours. Very Happy

_________________
I am the wisest man alive, for I know one thing, and that is that I know nothing.
Socrates
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 8145
Join date : 2014-02-23
Age : 61
Location : රජ්ගම

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by කිත්සිරි ද සිල්වා on Fri Jul 24, 2015 7:01 pm

This will be a good move as most preferred places before were Bali, Florida, Thailand & Philippines to name a few places.
yellow knife wrote:SPEN is very innovative in business and first Luxury Living Community-Heritage Grove, aimed at attracting expatriates to the country for their retirement..

_________________
I am the wisest man alive, for I know one thing, and that is that I know nothing.
Socrates
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 8145
Join date : 2014-02-23
Age : 61
Location : රජ්ගම

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Lux2014 on Mon Jul 27, 2015 9:22 am

Is it OK to buy SPEN now pl?
Lux2014
Lux2014

Posts : 172
Join date : 2014-03-29
Location : Colombo

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Mon Jul 27, 2015 9:32 am

Well LUX

Why do you buy? Is it for holding forever, or to keep for sometime until it reach for a specific profit margin or for trading...

Each of us have our own strategy... If its for trading check for technical and hot news...If only others are willing to buy immediately after you buy then only trading works..

If you are buying for a life time holding its really worth.. if so wait until its price is below 10 PE ratio or Market Value/Asset Value =1.5..

If you are buying for dividend hunting then Dividend/.10 will be ideal value... If so Spen is too high...

Here we dont promote shares... we just evaluate and share our views...

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by pathfinder on Sat Aug 01, 2015 7:00 pm

Nice presentation YK Very Happy
pathfinder
pathfinder
Top contributor
Top contributor

Posts : 1413
Join date : 2014-02-23
Age : 38

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by malanp on Sat Aug 01, 2015 7:16 pm

Thanks YK,,

good advice..

malanp

Posts : 475
Join date : 2014-03-04

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by nihal123 on Sat Aug 01, 2015 9:45 pm

Thank you Yk

Good work
nihal123
nihal123
Top contributor
Top contributor

Posts : 5901
Join date : 2014-02-24
Age : 53
Location : Waga

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Leon on Mon Aug 03, 2015 5:19 am

Good job YK.
Leon
Leon
Top contributor
Top contributor

Posts : 1258
Join date : 2014-03-11

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by HAL9000 on Mon Aug 03, 2015 8:53 am

About 10 years back  SPEN and JKH were close peers, but in last 10 years, SPEN is lagging behind and JKH has gone far, They have not done any sizable investment specially in post-war period like JKH, so the HNWI interest also lethargic and the price is stagnating. Uncle Harry has no energy now ? or I would say less aggressive.
HAL9000
HAL9000
Top contributor
Top contributor

Posts : 1402
Join date : 2014-08-11
Location : Colombo

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by pathfinder on Mon Aug 03, 2015 7:10 pm

HAL9000 wrote:About 10 years back  SPEN and JKH were close peers, but in last 10 years, SPEN is lagging behind and JKH has gone far, They have not done any sizable investment specially in post-war period like JKH, so the HNWI interest also lethargic and the price is stagnating. Uncle Harry has no energy now ? or I would say less aggressive.
I would say he was kept quiet Laughing
pathfinder
pathfinder
Top contributor
Top contributor

Posts : 1413
Join date : 2014-02-23
Age : 38

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by serene on Mon Aug 03, 2015 7:18 pm

Thanks YK superb.

serene
Top contributor
Top contributor

Posts : 4737
Join date : 2014-02-26

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by HAL9000 on Mon Aug 03, 2015 7:36 pm

pathfinder wrote:
HAL9000 wrote:About 10 years back  SPEN and JKH were close peers, but in last 10 years, SPEN is lagging behind and JKH has gone far, They have not done any sizable investment specially in post-war period like JKH, so the HNWI interest also lethargic and the price is stagnating. Uncle Harry has no energy now ? or I would say less aggressive.
I would say he was kept quiet Laughing

Yes, I also had the same idea, may be a giant waiting to regain the past glory when the playing field is favourable.
HAL9000
HAL9000
Top contributor
Top contributor

Posts : 1402
Join date : 2014-08-11
Location : Colombo

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Leon on Mon Aug 03, 2015 10:28 pm

The baton will be passed from AEL-SP to SPEN-HJ.
Leon
Leon
Top contributor
Top contributor

Posts : 1258
Join date : 2014-03-11

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Tue Aug 04, 2015 7:54 am

Yes If you have read the Chairman's message it clearly indicate he also want a piece ( lions share) of construction related development under good governance...

yellow knife
Top contributor
Top contributor

Posts : 6540
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Leon on Tue Aug 04, 2015 10:46 pm

yellow knife wrote:Yes If you have read the Chairman's message it clearly indicate he also want a piece ( lions share) of construction related development under good governance...

HJ is an old fox.
Leon
Leon
Top contributor
Top contributor

Posts : 1258
Join date : 2014-03-11

Back to top Go down

Page 1 of 3 1, 2, 3  Next

Back to top


 
Permissions in this forum:
You cannot reply to topics in this forum