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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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Latest topics

» CCS.N0000 ( Ceylon Cold Stores)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Mar 20, 2024 11:31 am by Hawk Eye

» Sri Lanka plans to allow tourists from August, no mandatory quarantine
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Sep 13, 2023 12:16 pm by lauryfriese

» When Will It Be Safe To Invest In The Stock Market Again?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Apr 19, 2023 6:41 am by කිත්සිරි ද සිල්වා

» Dividend Announcements
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Apr 12, 2023 5:41 pm by කිත්සිරි ද සිල්වා

» MAINTENANCE NOTICE / නඩත්තු දැනුම්දීම
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyThu Apr 06, 2023 3:18 pm by කිත්සිරි ද සිල්වා

» ඩොලර් මිලියනයක මුදල් සම්මානයක් සහ “ෆීල්ඩ්ස් පදක්කම” පිළිගැනීම ප්‍රතික්ෂේප කළ ගණිතඥයා
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Apr 02, 2023 7:28 am by කිත්සිරි ද සිල්වා

» SEYB.N0000 (Seylan Bank PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 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
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyThu Mar 30, 2023 9:25 am by HaeroMaero

» The Korean Way !
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Mar 29, 2023 7:09 am by කිත්සිරි ද සිල්වා

» In the Meantime Within Our Shores!
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyMon Mar 27, 2023 5:51 pm by කිත්සිරි ද සිල්වා

» What is Known as Dementia?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyFri Mar 24, 2023 10:09 am by කිත්සිරි ද සිල්වා

» SRI LANKA TELECOM PLC (SLTL.N0000)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyMon Mar 20, 2023 5:18 pm by කිත්සිරි ද සිල්වා

» THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyMon Mar 20, 2023 5:10 pm by කිත්සිරි ද සිල්වා

» Equinox ( වසන්ත විෂුවය ) !
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyMon Mar 20, 2023 4:28 pm by කිත්සිරි ද සිල්වා

» COMB.N0000 (Commercial Bank of Ceylon PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Mar 19, 2023 4:11 pm by කිත්සිරි ද සිල්වා

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

» RICH.N0000 (Richard Pieris and Company PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Mar 19, 2023 3:53 pm by කිත්සිරි ද සිල්වා

» Do You Have Computer Vision Syndrome?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySat Mar 18, 2023 7:36 am by කිත්සිරි ද සිල්වා

» LAXAPANA BATTERIES PLC (LITE.N0000)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyThu Mar 16, 2023 11:23 am by කිත්සිරි ද සිල්වා

» What a Bank Run ?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Mar 15, 2023 5:33 pm by කිත්සිරි ද සිල්වා

» 104 Technical trading experiments by HUNTER
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Mar 15, 2023 4:27 pm by katesmith1304

» GLAS.N0000 (Piramal Glass Ceylon PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Mar 15, 2023 7:45 am by කිත්සිරි ද සිල්වා

» Cboe Volatility Index
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyTue Mar 14, 2023 5:32 pm by කිත්සිරි ද සිල්වා

» AHPL.N0000
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Mar 12, 2023 4:46 pm by කිත්සිරි ද සිල්වා

» TJL.N0000 (Tee Jey Lanka PLC.)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Mar 12, 2023 4:43 pm by කිත්සිරි ද සිල්වා

» CTBL.N0000 ( CEYLON TEA BROKERS PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Mar 12, 2023 4:41 pm by කිත්සිරි ද සිල්වා

» COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyFri Mar 10, 2023 4:43 pm by yellow knife

» Bitcoin and Cryptocurrency
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyFri Mar 10, 2023 1:47 pm by කිත්සිරි ද සිල්වා

» CSD.N0000 (Seylan Developments PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyFri Mar 10, 2023 10:38 am by yellow knife

» PLC.N0000 (People's Leasing and Finance PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyThu Mar 09, 2023 8:02 am by කිත්සිරි ද සිල්වා

» Bakery Products ?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Mar 08, 2023 5:30 pm by කිත්සිරි ද සිල්වා

» NTB.N0000 (Nations Trust Bank PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Mar 05, 2023 7:24 am by කිත්සිරි ද සිල්වා

» Going South
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySat Mar 04, 2023 10:47 am by කිත්සිරි ද සිල්වා

» When Seagulls Follow the Trawler
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyThu Mar 02, 2023 10:22 am by කිත්සිරි ද සිල්වා

» Re-activating
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySat Feb 25, 2023 5:12 pm by කිත්සිරි ද සිල්වා

» අපි තමයි හොඳටම කරේ !
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyTue Feb 14, 2023 3:54 pm by ruwan326

» මේ අර් බුධය කිසිසේත්ම මා විසින් නිර්මාණය කල එකක් නොවේ
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyTue Jan 03, 2023 6:43 pm by ruwan326

» SAMP.N0000 (Sampath Bank PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Nov 30, 2022 8:24 am by කිත්සිරි ද සිල්වා

» APLA.N0000 (ACL Plastics PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyFri Nov 18, 2022 7:49 am by කිත්සිරි ද සිල්වා

» AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyWed Nov 16, 2022 9:28 pm by කිත්සිරි ද සිල්වා

» Banks, Finance & Insurance Sector Chart
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyTue Nov 15, 2022 5:26 pm by කිත්සිරි ද සිල්වා

» VPEL.N0000 (Vallibel Power Erathna PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySun Nov 13, 2022 12:15 pm by කිත්සිරි ද සිල්වා

» DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyMon Nov 07, 2022 6:36 pm by කිත්සිරි ද සිල්වා

» WATA - Watawala
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySat Nov 05, 2022 8:44 am by කිත්සිරි ද සිල්වා

» KFP.N0000(Keels Food Products PLC)
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptySat Nov 05, 2022 8:42 am by කිත්සිරි ද සිල්වා

» Capital Trust Broker in difficulty?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyFri Oct 21, 2022 5:25 pm by කිත්සිරි ද සිල්වා

» IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyThu Oct 20, 2022 10:13 am by කිත්සිරි ද සිල්වා

» What Industry Would You Choose to Focus?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyTue Oct 11, 2022 6:39 pm by කිත්සිරි ද සිල්වා

» Should I Stick Around, or Should I Follow Others' Lead?
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyTue Oct 11, 2022 9:07 am by කිත්සිරි ද සිල්වා

» DV-2024 Program: Online Registration
REXP.N0000 (Richard Pieris Exports PLC) - Page 4 EmptyThu Oct 06, 2022 11:26 am by කිත්සිරි ද සිල්වා

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yellow knife
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    REXP.N0000 (Richard Pieris Exports PLC)

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    Future123
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    Post by Future123 Thu Nov 10, 2016 11:32 pm

    Very good performance by REXP. Quarterly EPS up from Rs. 10.21 to Rs. 13.03 (28% increase).
    We can expect a good interim and final dividend.

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    Post by Future123 Mon Dec 19, 2016 11:06 pm

    Today 1 US$ is Rs. 151.24. [You must be registered and logged in to see this link.]

    The rupee is depreciating much faster than we think. By the end of next month, it may even go to 155/=. Surprising to see this situation despite  the vehicle imports are at record low levels.

    Definitely there are only a few companies would enjoy this situation. REXP is 100% export company and every Rs. 1 depreciation will significantly improve REXP's profit.
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    REXP.N0000 (Richard Pieris Exports PLC) - Page 4 Empty Re: REXP.N0000 (Richard Pieris Exports PLC)

    Post by The Alchemist Tue Dec 20, 2016 6:31 pm

    Future123 wrote:Today 1 US$ is Rs. 151.24. [You must be registered and logged in to see this link.]

    The rupee is depreciating much faster than we think. By the end of next month, it may even go to 155/=. Surprising to see this situation despite  the vehicle imports are at record low levels.

    Definitely there are only a few companies would enjoy this situation. REXP is 100% export company and every Rs. 1 depreciation will significantly improve REXP's profit.

    Yes, but Rubber Prices have increased by over 50 % in Yen Terms over the last 3-4 months. against that, the Yen has depreciated by about 18 % against the Dollar since 8th Nov.

    Yet we do not know the transfer Pricing structure between Kegalle Plantation say and REXP for their raw materials.

    In the short term, they cannot pass on higher raw material costs, which increases their Cost of Goods Sold.

    i would not be surprised if profits are lower, but i do not know if their is any Capacity expansion taking place.

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    Post by yellow knife Wed Feb 15, 2017 7:33 am

    Will REXP beat the all EPS records of its history and reach a value above 40 or will it slow down with increasing rubber prices as Alchemist has pointed out above?

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    Post by Future123 Wed Feb 22, 2017 7:45 pm

    REXP has beaten all the expectations and came up with solid results. 9 months EPS Rs. 33.31 and annual EPS would likely to exceed Rs. 40 for 2016/17.

    Quarterly EPS is Rs. 9.89 and an increase of 55%. REXP has efficiently dealt with rubber price increase.


    Today the rupee against US$ is Rs. 153.56. The rupee has been falling continuously over last 5 days. This is a real good news for REXP. Every one rupee depreciation would increase the EPS around 1.50. The rupee would soon fall to 160/=. REXP is the best share to hold as long as UNP in power. The rupee will continuously depreciated as long as this government exist and I have converted some of my manufacturing and banking shares to REXP.

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    Post by Future123 Fri Jun 23, 2017 8:38 pm

    The rubber prices are falling pretty fast which is an added bonus for REXP. With GSP plus and falling rubber prices, I expect REXP to report superior results in coming quarters.

    I respect the management for their generous dividend policy. The quarters ending December 2016 and March 2017 were hard for them but they performed extremely well and reported an EPS of Rs. 41.38 and declared Rs. 16 as dividend.

    Many companies failed during last quarter testing times as their cost of sales gone up and profits dipped drastically. Eg: ACL, APLA, CIND and some others who engage in manufacturing. But REXP surprised everyone with an annual profit increase of 33%.

    REXP will be a good counter to watch in coming quarters as per my view as all the factors are very positive for them to achieve a record performing 2017/18.

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    Post by Future123 Thu Jul 06, 2017 8:52 pm

    Today nearly 430,000 shares of REXP traded which is quite unusual. There is a rumour that the 2nd top shareholder TRL Holdings sold their shares to Richard Pieris & Co.

    Today REXP transferred from Main board to Diri Savi Board. With today's purchase of shares, RICH increased its stake to nearly 84% in REXP and therefore could have requested CSE to transfer REXP to Diri Savi Board.

    If it's the case, we can expect more dividends from REXP in the future. If the holding company is increasing it's stake above 80% then we can expect something special from REXP in the future.

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    Note: Still no official announcement being made regarding RICH acquisition of REXP. This was just a rumour for the time being so therefore please don't take it as confirmed. I'm waiting for the official announcement whether RICH bought REXP today or not.
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    Post by Future123 Fri Jul 07, 2017 8:13 pm

    Now the official announcement has been made and it's the holding company Richard Pieris & Co purchased 406,030 shares of REXP at an average cost of Rs. 237.42. Now RICH holds nearly 84% of REXP and that's why REXP has been transferred to Diri Savi board from the Main board.

    The RICH board may want to increase the stake of REXP in the future even closer to 90% since it's a cash cow in the group.

    I consider this as a good news since there will be less selling pressure for REXP in the future and there will be more dividends from REXP. The Management of RICH should have valid reasons to do this and the future outlook could be very bright with GSP plus, capacity expansion and rupee depreciation.

    On the other hand RICH also would benefit as they will get more dividend income from REXP and REXP is a cash cow in the group.

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    Note: Please do your own research before making any buy/ sell decisions.

    Future123 wrote:Today nearly 430,000 shares of REXP traded which is quite unusual. There is a rumour that the 2nd top shareholder TRL Holdings sold their shares to Richard Pieris & Co.

    Today REXP transferred from Main board to Diri Savi Board. With today's purchase of shares, RICH increased its stake to nearly 84% in REXP and therefore could have requested CSE to transfer REXP to Diri Savi Board.  

    If it's the case, we can expect  more dividends from REXP in the future. If the holding company is increasing it's stake above 80% then we can expect something special from REXP in the future.

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

    Note: Still no official announcement being made regarding RICH acquisition of REXP. This was just a rumour for the time being so therefore please don't take it as confirmed. I'm waiting for the official announcement whether RICH bought REXP today or not.
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    Post by CK Fri Jul 07, 2017 8:25 pm

    Thanks future for analysis. Cinv is also appreciating which you earlier recommended. Weldone..
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    Post by Future123 Fri Jul 07, 2017 8:42 pm

    Thanks CK

    CK wrote:Thanks future for analysis. Cinv is also appreciating which you earlier recommended. Weldone..
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    Post by First Guy Tue Jul 11, 2017 8:26 am

    How does increasing the stake help with new public holding regulations?
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    Post by Future123 Tue Jul 11, 2017 4:13 pm

    I think FG for main board minimum public float is 20% and for Diri Savi Board is minimum 10% public holding. That's why when RICH increased its stake of REXP to nearly 85%, the shares were immediately transferred from main board to Diri Savi Board upon holding company's request.



    First Guy wrote:How does increasing the stake help with new public holding regulations?
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    Post by yellow knife Thu Jul 13, 2017 6:32 pm

    2017

    It seems Future is enjoying the fruits of his investments. Yes REP has recorded its best year in 2017

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    Instead of having a moving average as the trend lien, if we use a linear growth we can see how much REXP has done in 2017 .

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    Post by yellow knife Thu Jul 13, 2017 6:35 pm

    Its net assets positions are improving at a surprising rate

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    Post by yellow knife Thu Jul 13, 2017 6:35 pm

    Price has remained rather flat for a couple of years...

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    Post by yellow knife Thu Jul 13, 2017 6:37 pm

    Return on capital employed is substantially higher...

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    Post by yellow knife Thu Jul 13, 2017 6:38 pm

    This is another company where dividend grows....

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    Post by yellow knife Thu Jul 13, 2017 6:39 pm

    PAT has been improving continuously

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    Post by yellow knife Thu Jul 13, 2017 6:43 pm

    Its important to look at the growth of Net Profit Margin. Despite the fact that Revenue growth of 25%, PAT growth of 33% and Net Assets Growth of 46%... Net Profit margin has grown only marginally...

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    Post by nihal123 Thu Jul 13, 2017 7:35 pm

    Thanks YK
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    Post by Future123 Thu Jul 13, 2017 8:32 pm

    Thanks a lot YK
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    REXP.N0000 (Richard Pieris Exports PLC) - Page 4 Empty Quarterly Financial Report as of 30/06/2017

    Post by Rana Thu Aug 10, 2017 6:06 pm

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    Post by Future123 Sat Mar 24, 2018 11:42 am

    Some important observation on REXP.

    The value of property, plant & equipment as at 31/12/2016 is Rs. 521 million.
    The value of property, plant & equipment as at 31/12/2017 is Rs. 974 million.

    REXP has invested in plant and machinery in 2017 Rs. 453 million an increase of 87%.
    As a result of this we can expect significant capacity increase and production volumes in 2018. REXP has introduced new product lines as well.
    The rupee is depreciating very fast against all major currencies and this is a real bonus for REXP.
    The reserves are piling up for REXP and we may expect a cpitalization of reserves in the future.
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    Post by PANTOMATH Mon Oct 22, 2018 5:33 pm

    I searched the forum to read about REXP after I saw some collection of the counter during last few days.

    Very nice analysis YK

    Also timely warning by SLS at the peak.

    Since Rubber prices on decline and USD is rising I think REXP is not a bad share to keep in a portfolio as a longterm share.
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    Post by xmart Fri Nov 02, 2018 5:01 pm

    PANTOMATH wrote:I searched the forum to read about REXP after I saw some collection of the counter during last few days.

    Very nice analysis YK

    Also timely warning by SLS at the peak.

    Since Rubber prices on decline and USD is rising I think REXP is not a bad share to keep in a portfolio as a longterm share.

    if political chaos solved favoring CSE, we could expect this to settle around 230 and consolidation before any run. probably this will be a 50+ EPS share this year end.

    all decide with political drama. if RW comes to power again not only REXP but ASI also will drop dramatically.


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