The Investor Sentiment - Equity and investments forum for Sri Lankans



Join the forum, it's quick and easy

The Investor Sentiment - Equity and investments forum for Sri Lankans

The Investor Sentiment - Equity and investments forum for Sri Lankans

Would you like to react to this message? Create an account in a few clicks or log in to continue.
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

Please send an email to contact.lankaninvestor@gmail.com if you face any technical difficulties when posting

Latest topics

» CIFC Dumps to Expand Your Possibilities to Pass Your Exam
HAYL.N0000 Hayleys PLC EmptyFri Jul 19, 2024 10:30 am by faithhharris

» CCS.N0000 ( Ceylon Cold Stores)
HAYL.N0000 Hayleys PLC EmptyWed Mar 20, 2024 11:31 am by Hawk Eye

» Sri Lanka plans to allow tourists from August, no mandatory quarantine
HAYL.N0000 Hayleys PLC EmptyWed Sep 13, 2023 12:16 pm by lauryfriese

» When Will It Be Safe To Invest In The Stock Market Again?
HAYL.N0000 Hayleys PLC EmptyWed Apr 19, 2023 6:41 am by කිත්සිරි ද සිල්වා

» Dividend Announcements
HAYL.N0000 Hayleys PLC EmptyWed Apr 12, 2023 5:41 pm by කිත්සිරි ද සිල්වා

» MAINTENANCE NOTICE / නඩත්තු දැනුම්දීම
HAYL.N0000 Hayleys PLC EmptyThu Apr 06, 2023 3:18 pm by කිත්සිරි ද සිල්වා

» ඩොලර් මිලියනයක මුදල් සම්මානයක් සහ “ෆීල්ඩ්ස් පදක්කම” පිළිගැනීම ප්‍රතික්ෂේප කළ ගණිතඥයා
HAYL.N0000 Hayleys PLC EmptySun Apr 02, 2023 7:28 am by කිත්සිරි ද සිල්වා

» SEYB.N0000 (Seylan Bank PLC)
HAYL.N0000 Hayleys PLC EmptyThu Mar 30, 2023 9:25 am by yellow knife

» Here's what blind prophet Baba Vanga predicted for 2016 and beyond: It's not good
HAYL.N0000 Hayleys PLC EmptyThu Mar 30, 2023 9:25 am by HaeroMaero

» The Korean Way !
HAYL.N0000 Hayleys PLC EmptyWed Mar 29, 2023 7:09 am by කිත්සිරි ද සිල්වා

» In the Meantime Within Our Shores!
HAYL.N0000 Hayleys PLC EmptyMon Mar 27, 2023 5:51 pm by කිත්සිරි ද සිල්වා

» What is Known as Dementia?
HAYL.N0000 Hayleys PLC EmptyFri Mar 24, 2023 10:09 am by කිත්සිරි ද සිල්වා

» SRI LANKA TELECOM PLC (SLTL.N0000)
HAYL.N0000 Hayleys PLC EmptyMon Mar 20, 2023 5:18 pm by කිත්සිරි ද සිල්වා

» THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)
HAYL.N0000 Hayleys PLC EmptyMon Mar 20, 2023 5:10 pm by කිත්සිරි ද සිල්වා

» Equinox ( වසන්ත විෂුවය ) !
HAYL.N0000 Hayleys PLC EmptyMon Mar 20, 2023 4:28 pm by කිත්සිරි ද සිල්වා

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

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

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

» Do You Have Computer Vision Syndrome?
HAYL.N0000 Hayleys PLC EmptySat Mar 18, 2023 7:36 am by කිත්සිරි ද සිල්වා

» LAXAPANA BATTERIES PLC (LITE.N0000)
HAYL.N0000 Hayleys PLC EmptyThu Mar 16, 2023 11:23 am by කිත්සිරි ද සිල්වා

» What a Bank Run ?
HAYL.N0000 Hayleys PLC EmptyWed Mar 15, 2023 5:33 pm by කිත්සිරි ද සිල්වා

» 104 Technical trading experiments by HUNTER
HAYL.N0000 Hayleys PLC EmptyWed Mar 15, 2023 4:27 pm by katesmith1304

» GLAS.N0000 (Piramal Glass Ceylon PLC)
HAYL.N0000 Hayleys PLC EmptyWed Mar 15, 2023 7:45 am by කිත්සිරි ද සිල්වා

» Cboe Volatility Index
HAYL.N0000 Hayleys PLC EmptyTue Mar 14, 2023 5:32 pm by කිත්සිරි ද සිල්වා

» AHPL.N0000
HAYL.N0000 Hayleys PLC EmptySun Mar 12, 2023 4:46 pm by කිත්සිරි ද සිල්වා

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

» CTBL.N0000 ( CEYLON TEA BROKERS PLC)
HAYL.N0000 Hayleys PLC EmptySun Mar 12, 2023 4:41 pm by කිත්සිරි ද සිල්වා

» COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))
HAYL.N0000 Hayleys PLC EmptyFri Mar 10, 2023 4:43 pm by yellow knife

» Bitcoin and Cryptocurrency
HAYL.N0000 Hayleys PLC EmptyFri Mar 10, 2023 1:47 pm by කිත්සිරි ද සිල්වා

» CSD.N0000 (Seylan Developments PLC)
HAYL.N0000 Hayleys PLC EmptyFri Mar 10, 2023 10:38 am by yellow knife

» PLC.N0000 (People's Leasing and Finance PLC)
HAYL.N0000 Hayleys PLC EmptyThu Mar 09, 2023 8:02 am by කිත්සිරි ද සිල්වා

» Bakery Products ?
HAYL.N0000 Hayleys PLC EmptyWed Mar 08, 2023 5:30 pm by කිත්සිරි ද සිල්වා

» NTB.N0000 (Nations Trust Bank PLC)
HAYL.N0000 Hayleys PLC EmptySun Mar 05, 2023 7:24 am by කිත්සිරි ද සිල්වා

» Going South
HAYL.N0000 Hayleys PLC EmptySat Mar 04, 2023 10:47 am by කිත්සිරි ද සිල්වා

» When Seagulls Follow the Trawler
HAYL.N0000 Hayleys PLC EmptyThu Mar 02, 2023 10:22 am by කිත්සිරි ද සිල්වා

» Re-activating
HAYL.N0000 Hayleys PLC EmptySat Feb 25, 2023 5:12 pm by කිත්සිරි ද සිල්වා

» අපි තමයි හොඳටම කරේ !
HAYL.N0000 Hayleys PLC EmptyTue Feb 14, 2023 3:54 pm by ruwan326

» මේ අර් බුධය කිසිසේත්ම මා විසින් නිර්මාණය කල එකක් නොවේ
HAYL.N0000 Hayleys PLC EmptyTue Jan 03, 2023 6:43 pm by ruwan326

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

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

» AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.
HAYL.N0000 Hayleys PLC EmptyWed Nov 16, 2022 9:28 pm by කිත්සිරි ද සිල්වා

» Banks, Finance & Insurance Sector Chart
HAYL.N0000 Hayleys PLC EmptyTue Nov 15, 2022 5:26 pm by කිත්සිරි ද සිල්වා

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

» DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.
HAYL.N0000 Hayleys PLC EmptyMon Nov 07, 2022 6:36 pm by කිත්සිරි ද සිල්වා

» WATA - Watawala
HAYL.N0000 Hayleys PLC EmptySat Nov 05, 2022 8:44 am by කිත්සිරි ද සිල්වා

» KFP.N0000(Keels Food Products PLC)
HAYL.N0000 Hayleys PLC EmptySat Nov 05, 2022 8:42 am by කිත්සිරි ද සිල්වා

» Capital Trust Broker in difficulty?
HAYL.N0000 Hayleys PLC EmptyFri Oct 21, 2022 5:25 pm by කිත්සිරි ද සිල්වා

» IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?
HAYL.N0000 Hayleys PLC EmptyThu Oct 20, 2022 10:13 am by කිත්සිරි ද සිල්වා

» What Industry Would You Choose to Focus?
HAYL.N0000 Hayleys PLC EmptyTue Oct 11, 2022 6:39 pm by කිත්සිරි ද සිල්වා

» Should I Stick Around, or Should I Follow Others' Lead?
HAYL.N0000 Hayleys PLC EmptyTue Oct 11, 2022 9:07 am by කිත්සිරි ද සිල්වා

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

+11
ruwan326
The Invisible
PANTOMATH
balapas
Backstage
xmart
CK
chutiputha
pathfinder
Ethical Trader
yellow knife
15 posters

    HAYL.N0000 Hayleys PLC

    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 5:33 pm

    Its very difficult to find a good company's share price trading below net asset value..As per Halyle's annual report Net Asset value is Rs 388.05 but today's market value ( 4th August 2015) is 349.80.. Thus Hayley's at current price level is very attractive for a long term player... But traders need not rush as HAYL history shows similar situations earlier as well

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 5:35 pm

    Revenue of the company fit into the trend line and amazingly the revenue growth if compounded for last ten years grow at a rate above 14%

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 5:36 pm

    EPS also show a sound value

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 5:38 pm

    Like many other long standing companies the dividend payout remains low compared to earnings..

    [You must be registered and logged in to see this image.]
    Ethical Trader
    Ethical Trader
    Top contributor
    Top contributor


    Posts : 5568
    Join date : 2014-02-28

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by Ethical Trader Tue Aug 04, 2015 5:39 pm

    Interesting YK, thanks.
    Ethical Trader
    Ethical Trader
    Top contributor
    Top contributor


    Posts : 5568
    Join date : 2014-02-28

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by Ethical Trader Tue Aug 04, 2015 5:41 pm

    Must check whether there had been any re-valuation of assets recently.
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 6:33 pm

    2011 was a year of bubble in our stock market...

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 6:35 pm

    As Walter Disney used to say IT IS DIFFICULT TO COMPARE BETWEEN ONE...

    So lets evaluate Hayleys with another similar giant Aitken Spence

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 6:36 pm

    From 2008 onwards Hayleys show the difference and as Hal as pointed out in Aitken Spence is not that much aggressive
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 04, 2015 6:37 pm

    Another comparison of Aitken Spence with Hayleys using PAT

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Wed Aug 05, 2015 5:38 pm

    Like Aitken Spence, Hayleys too have operations out of Sri Lanka.

    Hayleys own manufacturing plants in Indonesian and Thailand. Its marketing operations cover Australia, India, Bangladesh, Italy, Japan , The Netherlands, Uk and USA.

    The group accounts for 2.9% of Sri Lankas exports income, and 3.9% of tea and 3.4% of rubber production.
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Wed Aug 05, 2015 5:44 pm

    1878- Company was founded by Charles Pickering Hayley

    1973 pioneered manufacture of coconut shell based activated carbon in Sri Lanka - Haycarb Ltd

    1976 pioneered in rubber gloves manufacturing with Dipped Products and now 5th top non medical gloves manufacturer of the world

    1991 Group entered into leisure and plantation sectors

    2011 Group purchased Alumex Ltd and now the leading manufacturer of aluminum profiles.
    pathfinder
    pathfinder
    Top contributor
    Top contributor


    Posts : 1450
    Join date : 2014-02-23

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by pathfinder Wed Aug 05, 2015 6:00 pm

    Thanks YK,This big boy is a sleeping giant,will have his time Very Happy
    chutiputha
    chutiputha
    Top contributor
    Top contributor


    Posts : 1948
    Join date : 2014-11-09
    Age : 38
    Location : SL

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by chutiputha Wed Aug 05, 2015 6:09 pm

    Thank U YK Sir..Really worth and Countable analysis..
    chutiputha
    chutiputha
    Top contributor
    Top contributor


    Posts : 1948
    Join date : 2014-11-09
    Age : 38
    Location : SL

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by chutiputha Mon Aug 10, 2015 11:36 pm

    Hayleys  Result Out for Last Quarter

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

    [You must be registered and logged in to see this link.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Aug 11, 2015 8:12 am

    Thanx Chuti for quarter analysis

    Hayleys earnings has gone up amidst less contribution from plantation sector..

    If you buy TPL you would get 10% return on dividends but only if TPL perform well..

    But Hayleys consist of many industries thus failing of one industry will not affect to your dividend. But dividend yield is not high like TPL

    HIGHER THE RISK HIGHER THE REWARD..
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Nov 10, 2015 8:57 am

    Hayleys posts Rs 2.7 Billion Pre tax profit in first Half.

    The amazing realization is agricultural sector is making profit. Mind you  the word Agricultural sector and not Plantation sector.. That's because it consist export oriented crops like Sea-Weed...

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

    Potential of Sea-weed farming

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

    This is the beauty of Chaebol like companies.. They are export oriented.

    Time to watch Sea-Weed Billionaire moive of Thailand.

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Dec 01, 2015 9:41 am

    Mr. Dammika Perera purchases shares and ups his stake to reach  above 50% of the Company.

    [You must be registered and logged in to see this link.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Mon Dec 28, 2015 9:07 am

    Crushing Crony Capitalists have become a hobby of Yahapalana Ministers. In this back drop Planters Association Chairman Roshan Rajadurai state following.

    Source : [You must be registered and logged in to see this link.]


    Higher Education and Highways Minister Lakshman Kiriella has asked to hand over their estates if wages of workers were not increased, noting that there was a plethora foreign investors who wish to invest in the industry. Kiriella also alleged companies conceal their profits to avoid a wage increase adding that the increasing land mass has led to an unmanageable situation for the plantation owners.


    RPC Chairman Roshan Rajadurai mention Hayley's and that Sri Lankan plantation sector  cannot be even quoted as a Monopoly...

    “For example the Hayleys Group which is one of the bigger companies in the industry has estates of about 3000 hectares each for tea and rubber. We have far too many estates and factories comparative to other economies. In other countries for 3000 hectares they only have one factory, hospital and office. In Sri Lanka for the same land volume we have about 10 or 12 estates, which mean 10 factories, hospitals and other facilities,” he added
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Tue Mar 15, 2016 9:26 am

    Hayleys has acquired 75% of Fentons Ltd.

    [You must be registered and logged in to see this link.]
    chutiputha
    chutiputha
    Top contributor
    Top contributor


    Posts : 1948
    Join date : 2014-11-09
    Age : 38
    Location : SL

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by chutiputha Tue Mar 15, 2016 11:19 am

    Go(o)d with DP..Smile
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Thu Jul 21, 2016 2:57 pm

    Hayleys was proud to say 14% annualized growth on YoY basis in last annual report, but sadly miss this success story in 2015/16 and drop of plantation sector and Dipd affected to this loss of revenue around 13 Billion to fit into the straight line of Revenue Growth.

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Thu Jul 21, 2016 2:58 pm

    EPS improved steadily.

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Thu Jul 21, 2016 3:00 pm

    Company has increased its dividends as it has increased its earnings.

    [You must be registered and logged in to see this image.]
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    HAYL.N0000 Hayleys PLC Empty Re: HAYL.N0000 Hayleys PLC

    Post by yellow knife Thu Jul 21, 2016 3:03 pm

    Haylyes which grew by Billions on YoY basis record a minus figure this year...

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


    2016201520142013201220112010200920082007
    Revenue Growth -287,18212,083,2566,176,7578,495,13811,436,50716,200,8715,727,0371,115,7163,741,9573,572,828


    Last edited by yellow knife on Thu Jul 21, 2016 3:04 pm; edited 1 time in total

      Current date/time is Sun Oct 06, 2024 1:06 pm