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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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» CIFC Dumps to Expand Your Possibilities to Pass Your Exam
Aluminium - Snapshot EmptyFri Jul 19, 2024 10:30 am by faithhharris

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Aluminium - Snapshot EmptyWed Apr 19, 2023 6:41 am by කිත්සිරි ද සිල්වා

» Dividend Announcements
Aluminium - Snapshot EmptyWed Apr 12, 2023 5:41 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyThu Apr 06, 2023 3:18 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptySun Apr 02, 2023 7:28 am by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyThu Mar 30, 2023 9:25 am by yellow knife

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Aluminium - Snapshot EmptyWed Mar 29, 2023 7:09 am by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyMon Mar 27, 2023 5:51 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyFri Mar 24, 2023 10:09 am by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyMon Mar 20, 2023 5:18 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyMon Mar 20, 2023 5:10 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyMon Mar 20, 2023 4:28 pm by කිත්සිරි ද සිල්වා

» COMB.N0000 (Commercial Bank of Ceylon PLC)
Aluminium - Snapshot EmptySun Mar 19, 2023 4:11 pm by කිත්සිරි ද සිල්වා

» REXP.N0000 (Richard Pieris Exports PLC)
Aluminium - Snapshot EmptySun Mar 19, 2023 4:02 pm by කිත්සිරි ද සිල්වා

» RICH.N0000 (Richard Pieris and Company PLC)
Aluminium - Snapshot EmptySun Mar 19, 2023 3:53 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptySat Mar 18, 2023 7:36 am by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyThu Mar 16, 2023 11:23 am by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyWed Mar 15, 2023 5:33 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyTue Mar 14, 2023 5:32 pm by කිත්සිරි ද සිල්වා

» AHPL.N0000
Aluminium - Snapshot EmptySun Mar 12, 2023 4:46 pm by කිත්සිරි ද සිල්වා

» TJL.N0000 (Tee Jey Lanka PLC.)
Aluminium - Snapshot EmptySun Mar 12, 2023 4:43 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyFri Mar 10, 2023 10:38 am by yellow knife

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Aluminium - Snapshot EmptyThu Mar 02, 2023 10:22 am by කිත්සිරි ද සිල්වා

» Re-activating
Aluminium - Snapshot EmptySat Feb 25, 2023 5:12 pm by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyTue Jan 03, 2023 6:43 pm by ruwan326

» SAMP.N0000 (Sampath Bank PLC)
Aluminium - Snapshot EmptyWed Nov 30, 2022 8:24 am by කිත්සිරි ද සිල්වා

» APLA.N0000 (ACL Plastics PLC)
Aluminium - Snapshot EmptyFri Nov 18, 2022 7:49 am by කිත්සිරි ද සිල්වා

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Aluminium - Snapshot EmptyWed Nov 16, 2022 9:28 pm by කිත්සිරි ද සිල්වා

» Banks, Finance & Insurance Sector Chart
Aluminium - Snapshot EmptyTue Nov 15, 2022 5:26 pm by කිත්සිරි ද සිල්වා

» VPEL.N0000 (Vallibel Power Erathna PLC)
Aluminium - Snapshot EmptySun Nov 13, 2022 12:15 pm by කිත්සිරි ද සිල්වා

» DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.
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» WATA - Watawala
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» KFP.N0000(Keels Food Products PLC)
Aluminium - Snapshot EmptySat Nov 05, 2022 8:42 am by කිත්සිරි ද සිල්වා

» Capital Trust Broker in difficulty?
Aluminium - Snapshot EmptyFri Oct 21, 2022 5:25 pm by කිත්සිරි ද සිල්වා

» IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?
Aluminium - Snapshot EmptyThu Oct 20, 2022 10:13 am by කිත්සිරි ද සිල්වා

» What Industry Would You Choose to Focus?
Aluminium - Snapshot EmptyTue Oct 11, 2022 6:39 pm by කිත්සිරි ද සිල්වා

» Should I Stick Around, or Should I Follow Others' Lead?
Aluminium - Snapshot EmptyTue Oct 11, 2022 9:07 am by කිත්සිරි ද සිල්වා

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4 posters

    Aluminium - Snapshot

    First Guy
    First Guy
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    Posts : 2599
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    • Post n°1

    Aluminium - Snapshot Empty Aluminium - Snapshot

    Post by First Guy Tue Jul 28, 2015 10:40 pm

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

    Since Aluminium has been a hot topic!

    LALU numbers are as at March results while ALUM and PARQ are updated for June.

    Interesting trendline and trading multiples. In fact, looks like the market got it correct again. ALUM has better ROE and trading at better price. But is the gap too much?

    How does future growth look like?
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    First Guy
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    • Post n°2

    Aluminium - Snapshot Empty Re: Aluminium - Snapshot

    Post by First Guy Wed Jul 29, 2015 9:37 pm

    In the above table, EPS was taken directly from the reports. LALU has a gain on sale of subsidiary reported in the December 2014 report. If that is excluded, trailing P/E comes to 9.3x (based on yesterday's price)
    Either it's too expensive or PARQ is cheap. I think it's both.

    Look at LALU's trend. Not so good compared to others.
    [You must be registered and logged in to see this image.]
    Is the market expecting anything better? Or is it ready for a slide when results come out?
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    hariesha
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    • Post n°3

    Aluminium - Snapshot Empty Re: Aluminium - Snapshot

    Post by hariesha Mon Apr 23, 2018 12:07 pm

    World aluminium prices have hit seven year high and prices are expected to surge further. Rupee has depreciated to all time lows.

    How our Aluminium companies will face the new challenges. All three companies are in negative cash flows with increasing borrowings and operating expenses. Ability to pass the costs to buyers will be key. But recently added capacities will be a deterrent to price revisions, if demand not improved sufficiently.

    Historically ALUM has played well with volatile aluminum prices. But now they are with high gearing which might limit their maneuvering.

    As investors point of view, I think sector is not attractive at current prices.
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    yellow knife
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    • Post n°4

    Aluminium - Snapshot Empty Re: Aluminium - Snapshot

    Post by yellow knife Mon Apr 23, 2018 12:40 pm

    Thanks Hariesha
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    CK
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    • Post n°5

    Aluminium - Snapshot Empty Re: Aluminium - Snapshot

    Post by CK Mon Apr 23, 2018 1:09 pm

    Avoid these shares as this is impacted on present imports and hence profit margins will be lower in future.
    • Back to top

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