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CCS.N0000 ( Ceylon Cold Stores)

+20
pjrngroup
nihal123
Ethical Trader
Rana
007
Backstage
sfmr555
The Alchemist
traderone
Future123
Danidu
First Guy
sashimaal
Leon
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HAL9000
කිත්සිරි ද සිල්වා
dhanurrox
yellow knife
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First Guy
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Sat Feb 06, 2016 9:15 am
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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 3:15 pm
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We can again look at CCS with 2015/16 Annual Report.

I am happy to include CCS to Growing Dividend company.

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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 3:18 pm
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FMCG sector had a good time in 2015 and the Revenue line has grown than expected.



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Last edited by yellow knife on Fri Sep 09, 2016 12:38 pm; edited 1 time in total
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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 3:20 pm
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EPS and Dividends grew in equal propositions

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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 3:21 pm
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2011 was a share bubble about to burst.

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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 3:22 pm
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Net Assets per share was growing steadily and more aggressively after 2011

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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 3:23 pm
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Debt to equity ratio heading for zero.


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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 3:25 pm
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PE ration was hoovering around 16% if not of bubbles.


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Danidu
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon May 30, 2016 11:26 pm
Thank you YK.

What about the vegetables sale through Keels Super markets and also have no idea about who is into bread sales through KSuper and K-choice products?

Any details/info of export ? and JayKay marketing (JV) ?

Highly appreciate, Thanks.

Dis: holding for L/T
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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Tue May 31, 2016 8:25 am
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Ok Danidu

This is the percentages of revenue and JayKay Marketing services PVT is the supermarket chain. There are 50 supermarket outlets, 18 flavours of soft drinks and 32 flavours of ice-creams..

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Over 1950 farmers join to the supply chain of vegetables and there are four vegetable and fruit collection centres located in Tambuttegama, Sooriyawewa, Sigiriya, and Jaffna.
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Danidu
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Tue May 31, 2016 12:51 pm
Thank you very much YK.
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Future123
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Mon Sep 05, 2016 7:08 pm
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Bad news for CCS. Rajitha said today in the news that there will be higher taxes for soft drinks and other food items with higher sugar level and salt level.

Please watch today's news. I watched it on Derana.
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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Tue Sep 06, 2016 7:51 am
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Good companies always overcome obstacles. " four major flavours reducing the sugar calories significantly with the introduction of a sweetener extract from the stevia plant, which has a zero calorie count" tha CCS annual report says..

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traderone
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Fri Sep 09, 2016 8:35 am
What would be the Future outlook for CCS now that the govt has decided to impose  higher taxes for soft drinks and sugar containing products.
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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Fri Sep 09, 2016 12:52 pm
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[You must be registered and logged in to see this link.] wrote:What would be the Future outlook for CCS now that the govt has decided to impose  higher taxes for soft drinks and sugar containing products.


CCS was growing above the expected level in 2015/16 thanks to FMCG boom.

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That is because people had more disposable income. Yet FMCG bubbles will not continue when governments have to govern with earning taxes.

In addition to that Government is keen of sugar level of soft drinks.

When picture warning was to be applied there was a shock for CTC yet the results were not affected as feared. Sugar labels will be like that..

Yet being a cousmer when you become more knowledge on what you buy and consume you will not blame the government.. Government has to protect its people..We Sri Lankans are used to high sugar, salt, fat and carbs.. That's what our taste buds used to ..So one best way is to impose tax and the other is to educate.

***********************************************************

As an investor what your concern is none of above...Will CCS be attractive in future as well..

Yes same as CTC... CCS will apply simple changes and will grow.. Good companies always have brilliant people to develop new strategies...like moving into tastiers which are not harmful..

When we were small there was argument on Saccharine.. In Donald Keough's book by coca-cola CEO ( Ten commandments for business failure) he talked about this restrictions on saccharine... Saccharine phobia did not frightened away coca cola investors...
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The Alchemist
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Fri Sep 09, 2016 6:57 pm
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CCS is venturing out into India, i think.
one of the reasons for share price to rerate sharply.

same story with Hema's. their foray into Bangladesh was one of the catalyst for foreign buying. Kumarika one of their soap brands is #1 selling soap in bangladesh.

Both counters - Foreign Buying.
sfmr555
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Wed Sep 14, 2016 10:28 pm
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[You must be registered and logged in to see this link.] wrote: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 Twisted Evil Twisted Evil Twisted Evil

Attached is my gain from CCS.... cheers

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yellow knife
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Thu Sep 15, 2016 7:09 am
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SFMR5555

So you bought, held and sold at profit or still holding ?

Thanks for showing your status...
sfmr555
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Thu Sep 15, 2016 10:20 am
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[You must be registered and logged in to see this link.] wrote:SFMR5555

So you bought, held and sold at profit or still holding ?

Thanks for showing your status...

Hi yellow knife,

Still holding... Smile
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yellow knife
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Thu Sep 15, 2016 10:53 am
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ok
Backstage
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Thu Oct 06, 2016 2:03 pm
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Elephant House to grow in UK market
wallst



Sri Lanka’s iconic Elephant House has signed up with a UK-based bottling facility for the production of 1.5 litre PET plastic variants of its much-loved Necto, Cream Soda and Orange Barley beverages.

Planned to ultimately facilitate increased exports into the European market, this new bottling deal by Sri Lanka’s beverages pioneer immediately targets sustained expansion into key European markets such as Switzerland, France, Italy and Germany. This undertaking will be accomplished with the support of Universal Suppliers Limited, Elephant House’s official beverages distributor for Europe.

Importantly, this new agreement follows more than 13 years of continuous European market growth for Elephant House Beverages, which already exports to UK, Switzerland, France, Germany, Norway, Italy, Belgium, Denmark and the Czech Republic. Additionally, the company’s beverages unit also exports to most countries in the Middle East, as well as even China, India and Korea.

At the same time, Elephant House has also recorded significant gains in the UK, with its beverages currently being carried at Tesco’s as well as the Walmart-owned Asda, the country’s first- and second-largest supermarket chains in terms of market share.

“Europe is the next big step for Elephant House in terms of export growth, and we are gearing up for it by expanding our range of offerings so as to meet our strategic goal of significantly expanding our presence. We are confident that it can achieve even bigger gains in Europe over the coming months, especially considering the already existing demand for Necto, Cream Soda and Orange Barley amongst our European consumers,” said Ceylon Cold Stores PLC Head of Beverages/John Keells Holdings Vice President Daminda Gamlath.
007
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Thu Oct 06, 2016 3:10 pm
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Thanks Back stage
People take suger content problem as a threat to the company but I take it as an oppertunity that allows them capture new markets . Thats how coke growed it's empire all over the world

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Danidu
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Thu Oct 06, 2016 6:35 pm
Thank you Backstage
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yellow knife
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Fri Oct 07, 2016 7:07 am
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Thanks Backstage
First Guy
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CCS.N0000 ( Ceylon Cold Stores) - Page 2 Empty Re: CCS.N0000 ( Ceylon Cold Stores)

Sun Nov 06, 2016 10:19 am
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