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.
Please send an email to contact.lankaninvestor@gmail.com if you face any technical difficulties when posting
Search
Display results as :
Advanced Search
Latest topics
Tokyo CementMon Nov 23, 2020 9:42 amRajapaksap
Insider Dealings Fri Nov 20, 2020 2:30 ampjrngroup
UML United MotorsTue Nov 10, 2020 8:50 amThe Invisible
ExpolankaMon Nov 09, 2020 8:46 pmsmallville
Plantation Sector UpdatesSat Nov 07, 2020 8:15 amRajapaksap
HAYC - HaycarbFri Nov 06, 2020 12:11 pmsubash
LWL.N0000 (Lanka Walltiles PLC)Fri Oct 16, 2020 12:50 amsubash
CSE Daylight Robbery !Mon Sep 21, 2020 9:54 pmYin-Yang
Trading Journal Tue Sep 15, 2020 10:37 pmThe Invisible
AEL Access EngineeringTue Sep 15, 2020 7:24 pmsmallville
CFVF - First CapitalWed Sep 09, 2020 9:42 pmWonderer
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

Go down
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 2:58 pm
Message reputation : 100% (3 votes)
This is another company belonging to Dr. Sena Yaddehige.. Dr. Sena Yaddehige is a Sri Lankan born British Scientist and a Swiss based Industrialist. His vision is clearly represented in this company.

Company has shown 14% revenue growth YoY manily due to increase in jar sealing rings exports to Europe.

Two important attributes of the company are
1. Marketing
2.Innovation

Even DIPD is very good at global marketing and the same strategy of  (rubber related ) is mentioned in REP annual report. That is giving price advantage to customers (due to fluctuation of raw material (rubber ) cost ). Further planned customer visits in Europe, and being in touch with overseas customers have made the global marketing success..

Company is continuous in  innovating. During the year company invested in " World first natural rubber latex continuous sheeting plant.  That is truly Sri Lankan indigenous product.

These attributes are common in companies where scientists become owners like Dr Edwin De Lands Kodak and later Polaroid.


Last edited by Admin on Thu Dec 26, 2019 8:23 am; edited 1 time in total (Reason for editing : Standardised title)
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 2:59 pm
Message reputation : 100% (1 vote)
Company now earn revenue over 2 Billion

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 3:00 pm
Message reputation : 100% (1 vote)
Company is truly an achiever overcoming negativity

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 3:04 pm
Message reputation : 100% (1 vote)
The relationship with Net Assets and Market value is ...m.... ridiculous..

I am very happy to say in real world Net Asset and Market value can move in positive direction when everything is positive.. But one lucky thing with companies is its market value never turn negative when earnings become negative..

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 3:05 pm
Anyone who value shares only on Net Asset Value would say this is highly over valued.. But that's where earnings matter.
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 3:06 pm
Message reputation : 100% (1 vote)
Even PE ratio chart is rather unusual


[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 3:10 pm
Message reputation : 100% (2 votes)
Namunukula and Rexp EPS direction is earlier noted by Hariesha as I remember and following chart show the negative relationship between rubber estate earnings  and rubber related industrialists earnings

[You must be registered and logged in to see this image.]
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 3:21 pm
Message reputation : 100% (1 vote)
Sorry thats by PathFinder

[You must be registered and logged in to see this link.]
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor
Posts : 8720
Join date : 2014-02-23
Age : 62
Location : රජ්ගම

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 14, 2015 5:14 pm
On the hindsight, exiting after over 100 % return looks a not so wise move (It was at 140 level then and now doing around 170) now but I have no regrets. Very Happy
Thanks YK for the analysis.

_________________
I am the wisest man alive, for I know one thing, and that is that I know nothing.
Socrates
avatar
Jana1
Top contributor
Top contributor
Posts : 625
Join date : 2014-02-23

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 28, 2015 12:23 pm
Anyone noticed drop rubber price now days. There is huge drop within few days. REXP may wake-up again.

No no, I looked at wrong chart but coiuldn't delete my comment..
slstock
slstock
Veteran
Veteran
Posts : 6119
Join date : 2014-06-12

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 28, 2015 12:27 pm
REXP is share that amazes me .

Only issue is someday when this reverses trend , it will back through concrete wall.

Until such time this is still wonder boy with YoY earning growth.

Jana1 wrote:Anyone noticed drop rubber price now days. There is huge drop within few days. REXP may wake-up again.

No no, I looked at wrong chart but coiuldn't delete my comment..

_________________
Never listen to anyone including myself without your own study. Only few truly genuine people exist in this world.
Please read : [You must be registered and logged in to see this link.]
---------
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 28, 2015 12:30 pm
My average is 62.30... Unrealized capital gains is 245% but happy with higher dividend yield.. This is a share which proved long-term holding is beneficial for an investor... However to balance the extreme situation I invested equal amount in Namunun and not in Kegalle as
avatar
dhanurrox
Posts : 757
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 28, 2015 1:14 pm
Strong foreign buy these days.Will definitely hit 250
avatar
Future123
Active Member
Active Member
Posts : 1435
Join date : 2014-04-09

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Fri Aug 28, 2015 11:13 pm
Keep an eye on this. Lower rubber prices and depreciating rupee will make wonders to this company.
Last quarter EPS was Rs. 9.36.

It's too difficult to set a target for REXP.

This is my personal view only and please do your own research before making an investment decision.
avatar
Jana1
Top contributor
Top contributor
Posts : 625
Join date : 2014-02-23

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Sat Aug 29, 2015 3:10 am
yellow knife wrote:My average is 62.30... Unrealized capital gains is 245% but happy with higher dividend yield.. This is a share which proved long-term holding is beneficial for an investor... However to balance the extreme situation I invested equal amount in Namunun and not in Kegalle as

Yellow, prepare ur mind when it reverses its trend to unload.
avatar
Future123
Active Member
Active Member
Posts : 1435
Join date : 2014-04-09

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Sat Sep 05, 2015 5:01 pm
Message reputation : 100% (1 vote)
REXP is a direct beneficiary of depreciating rupee and falling rubber prices.

REXP will report its best ever quarterly results for the September quarter. A big dividend is due very soon. Watch out for this.


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

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

Please do your own research before making a buy decision.
avatar
Future123
Active Member
Active Member
Posts : 1435
Join date : 2014-04-09

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Tue Sep 15, 2015 7:38 pm
Future123 wrote:REXP is a direct beneficiary of depreciating rupee and falling rubber prices.

REXP will report its best ever quarterly results for the September quarter. A big dividend is due very soon. Watch out for this.


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

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

Please do your own research before making a buy decision.

REXP started going up as expected. A big dividend on the cards. We can expect amazing profit from REXP in the coming quarter. Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Wed Sep 16, 2015 7:26 am
Message reputation : 100% (1 vote)
Yes

REXP is one company that gets direct benefit of Rupee depreciation

Japan used to have its currency held artificially devalued to help manufacturing. So is China
smallville
smallville
Top contributor
Top contributor
Posts : 1865
Join date : 2014-02-23
Location : Trying to figure out..

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Wed Sep 16, 2015 8:45 am
Message reputation : 100% (1 vote)
All sectors showed improved profits, rather outstanding if you ask me. June Qtr EPS is outstanding at Rs. 9.36/- compared to 6.43/- in 2014 same qtr. However, their net cash position is minus due to increased OD position.

One good thing is the no of shares are absurdly low, just 11.16 mil. Then again 80.26% is with RICH and 10.2 mil is with top 20.

But considering NAV, the share trades 4X NAV.

_________________
I take risks as a Trader and I select stocks based on Tech and daily Cash in/out. Therefore, my methods may not suit u.. so DYO analysis before making any decisions.
avatar
Future123
Active Member
Active Member
Posts : 1435
Join date : 2014-04-09

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Thu Sep 24, 2015 8:04 pm
Have a strong feeling that REXP might go for a sub division when the price comes to nearly 300/= levels.

September quarter must be a good one for them due to lower rubber prices and rupee depreciation.
avatar
Future123
Active Member
Active Member
Posts : 1435
Join date : 2014-04-09

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Thu Oct 08, 2015 2:59 pm
Message reputation : 100% (3 votes)
Future123 wrote:Keep an eye on this. Lower rubber prices and depreciating rupee will make wonders to this company.
Last quarter EPS was Rs. 9.36.

It's too difficult to set a target for REXP.

This is my personal view only and please do your own research before making an investment decision.

Hope all are in there and enjoy the ride.

REXP will be one of the companies which would report extraordinary earnings this quarter and for the next few quarters. Plenty of good news on the way.

The November budget would be extremely good for the exporters.

Hold it tight and enjoy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy
avatar
yellow knife
Top contributor
Top contributor
Posts : 6813
Join date : 2014-03-27

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Thu Oct 08, 2015 3:07 pm
Message reputation : 100% (4 votes)
Future123

You have sense of future and this kind of sense will make Investing a profitable venture.

When investing let reality surface and leave all your biases aside.

When evaluating the agony of FOREX better to move to safe side , exporting
avatar
Future123
Active Member
Active Member
Posts : 1435
Join date : 2014-04-09

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Thu Oct 08, 2015 11:26 pm
Message reputation : 100% (1 vote)
Thanks YK +++
Yes. We have no options than sticking to the safest shares in the market. REXP is one of the safest in this crisis moment where rupee is under threat.

I see a lots of positives in REXP and the next few months would reveal this.
avatar
WRRKUMARA
Posts : 90
Join date : 2014-05-19

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Sun Oct 11, 2015 12:54 am
Very Happy Very Happy
avatar
Future123
Active Member
Active Member
Posts : 1435
Join date : 2014-04-09

REXP.N0000 (Richard Pieris Exports PLC) Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

on Mon Oct 12, 2015 3:23 pm
Message reputation : 100% (1 vote)
Future123 wrote:REXP is a direct beneficiary of depreciating rupee and falling rubber prices.

REXP will report its best ever quarterly results for the September quarter. A big dividend is due very soon. Watch out for this.


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

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

Please do your own research before making a buy decision.

What a day for REXP Smile Smile Smile Smile Smile Smile Smile Smile Smile
Last couple of trades at 280/=. Seems to be an excellent 2nd quarter for REXP.
Good dividend on its way
Back to top
Permissions in this forum:
You cannot reply to topics in this forum