CCS.N0000 ( Ceylon Cold Stores)

[yellow knifeTop contributor]

FMCG sector will enjoy the benefits as oil price reduction in SL and salary increments of government servants.. Ice Creams and soft drinks are not essential food items and the demand will increase once the basic food item requirement is fulfilled..

Ceylon Cold Stores was in business since 1883 and as the advertisements of the company often highlight it consist of nostalgic feeling of old generation and high brand loyalty among young as well..

[yellow knifeTop contributor]

Reaching 30 billion in revenue and 1.5 Billion in profit is a remarkable achievement for FMCG

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[yellow knifeTop contributor]

Net assets were also continuously growing..

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[yellow knifeTop contributor]

Many illiquid shares were made into bubbles in 2011 and such events can reoccur when ever there is a bull market..

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[yellow knifeTop contributor]

In addition to soft drinks and ice creams the chain of Keels Super super markets also generate revenue for the company

Dividend payout more than doubled last year..


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[yellow knifeTop contributor]

KIK cola was launched by this company under the advertising theme

" Sri Lankan to the Last Drop".. I used to mockingly interpret it as " If you are a Indian, Maldivian or any other Ian... THEN DONT DRINK... this is only for us SL

Anyway the performance of the company solely depend on SL economy and export orientation is yet not seen..

Therefore the share price will move in the same roller-coaster style as in the past.. In addition to the illiquid nature will make this attractive to traders...

[dhanurrox]

now they are onto new trend.fresh fruit drinks.

[dhanurrox]

now they are onto new trend.fresh fruit drinks.

[කිත්සිරි ද සිල්වාTop contributor]

When we were growing up, Orange Barley was the best drink.
Visitors will get either Tea or that.
Reserved for special occasion.
Cream soda, Necto and Ginger beer were their other best products.
Hope they can bring back the past glory.

[HAL9000Top contributor]

When we were growing up, Orange Barley was the best drink.
Visitors will get either Tea or that.
Reserved for special occasion.
Cream soda, Necto and Ginger beer were their other best products.
Hope they can bring back the past glory.

I heard JKH/CCS big shot said in a statement that, educated and health conscious middle class is staying away from energy dense carbonated drinks hence the future is challenging !

[කිත්සිරි ද සිල්වාTop contributor]

May be they have stats to prove but I do not have anything to disprove.
But mind you, one can have an Orange Barley (or any of their brands) without chill but not the other brand drinks in the market.
That is the advantage that they have to capitalize on.
Not all way side shops in far flung places have refrigeration facility.

When we were growing up, Orange Barley was the best drink.
Visitors will get either Tea or that.
Reserved for special occasion.
Cream soda, Necto and Ginger beer were their other best products.
Hope they can bring back the past glory.

I heard JKH/CCS big shot said in a statement  that, educated and health conscious middle class is staying away from energy dense carbonated drinks  hence the future is challenging !

[Market loverTop contributor]

When we were growing up, Orange Barley was the best drink.
Visitors will get either Tea or that.
Reserved for special occasion.
Cream soda, Necto and Ginger beer were their other best products.
Hope they can bring back the past glory.

What happened to lanka lime drink? While Orange barley still available for sale

[sereneTop contributor]

Thnaks YK.

[LeonTop contributor]

CCS looks like Rs.550.00  ((5.79*4)*23.70)
Trading @ 3.70 Pbv
Currently trading over 400.00

Is this really worth this much??
Good job YK.

[sashimaalTop contributor]

Not so long back i saw this at Rs 140-160 and was watching for an entry point to buy... saw it passing Rs 200...300...400 and yet could not buy. Missed it till around Rs 230 range ....after that reason was a bit over valued and thought of buying on correction...now look where CCS has moved to

[First Guy]

CCS has increased EPS by 2.5x from 2013-2015 which is extraordinary

Revenue, margins and ROE looking good during last two quarters.
March quarters showing an abnormal spike in profits, through other operating income - did not check what that is.

CCS is now getting interest income from excess cash during last three quarters.

My version of the graphs

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[LeonTop contributor]

CCS has increased EPS by 2.5x from 2013-2015 which is extraordinary

Revenue, margins and ROE looking good during last two quarters.
March quarters showing an abnormal spike in profits, through other operating income - did not check what that is.

CCS is now getting interest income from excess cash during last three quarters.

My version of the graphs

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And also the reduction in finance cost also affected favorably.

[yellow knifeTop contributor]

When we were growing up, Orange Barley was the best drink.
Visitors will get either Tea or that.
Reserved for special occasion.
Cream soda, Necto and Ginger beer were their other best products.
Hope they can bring back the past glory.

Coke once wanted to change the recipe and change taste... But Coke is American and the Americans did not approve  any change to coke.. Let me later write about this under Donal Keough's " Ten commandments for business failure" under book summary..

What Coke is for USA is what CCS for Lanka...

I too have nostalgic fever for Aliya Beema...

[yellow knifeTop contributor]

FG

My prediction is FMCG sector will thrive in 2015

[LeonTop contributor]

Not so long back i saw this at Rs 140-160 and was watching for an entry point to buy... saw it passing Rs 200...300...400 and yet could not buy. Missed it till around Rs 230 range ....after that reason was a bit over valued and thought of buying on correction...now look where CCS has moved to

Interestingly I remember somewhere in 2011 it was trading on 300+ & suddenly came down to 85.00 level. I had no idea. Later i got to know there was a right issue.

[LeonTop contributor]

FG

My prediction is FMCG sector will thrive in 2015

It should be so YK.
Being a middle level income country,tourists coming in numbers,new hotels putting up so many favorable factors for this sectors.

[yellow knifeTop contributor]

Yes Leon

You has pointed out another area which I did not consider earlier...My consideration was increased salaries less on petrol/diesel will make people buy more FMCG and what you have pointed out is also a very valid reason..

Arrival of 2 Million tourists is almost like increasing population for FMCG...but still our tourism is not like Dubai or even Cuba

[කිත්සිරි ද සිල්වාTop contributor]

On the tourism front , we still sell copy cat versions than our original ones.
Most involved in the Ad & Promotion sides have very little understanding of the Lankan Identity.

Arrival of 2 Million tourists is almost like increasing population for FMCG...but still our tourism is not like Dubai or even Cuba

[First Guy]

Is this a fair indication of how NEST would have performed? Price is a bit under pressure though.

[yellow knifeTop contributor]

CEYLON COLD STORES - DIVIDEND ANNOUNCEMENT

CEYLON COLD STORES PLC
Company ID: - CCS
Date of Announcement: - 05.Feb.2016
Rate of Dividend: - Rs. 7.00 per share / Second Interim Dividend
Financial Year: - 2015/2016
XD: - 16.Feb.2016
Payment: - 26.Feb.2016
Share Transfer Book Ope