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Brave Heart
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Fri Oct 26, 2018 7:19 am
shalika.56 wrote:Jan to Sep
So you mean YTD September YOY?
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shalika.56
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Fri Oct 26, 2018 7:27 am
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serene
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Fri Oct 26, 2018 7:39 am
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Thanks Shalika.
This quarter supposed to be better due to high yield and Dollar appreciation.
Do we have YoY comparison for 1st 6 months.That if January to June.
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yellow knife
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Apr 01, 2019 1:45 pm
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April 1, 2019 at 10:00 am | lanka C news [You must be registered and logged in to see this image.]
මහ බැංකු බැදුම්කර වංචාව සම්බන්ධයෙන් චෝදනා එල්ල වී ඇති පර්පෙච්චුවල් ට‍්‍රෂරීස් සමාගමේ සභාපති ජෙෆ්රි ඇලෝසියස්ට හා ඔහුගේ පුතු සමාගමේ හිමිකරු අර්ජුන් ඇලෝසියස්ට වත්මන් රජය විසින් අඩු බද්දට කඳපොල මහකුදුගල් තේ වතු යාය ලබා දී ඇති බවට වාර්තා පල වෙයි.
අක්කර 450ක වතු යායක් වූ මෙය මසකට රුපියල් 8000ක ඉතා අඩු මුදලකට තිස් වසරක කාලයක් සදහා පවරා දී ඇති බවද සදහන්ය. එනම් අක්කරයක් මසකට රුපියල් 18කටයි.
2015 වසරේදී වැවිලි කර්මාන්ත අමාත්‍යාංශය විසින් මෙම පවරා දීම සිදු කර ඇති බවත් ඒ අනුව 2045 දක්වා වතුයාය අලෝසිසියස් පාලනය යටතේ පවතිනු ඇති බවත් වාර්තාවේ දැක්වෙයි
nihal123
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Apr 01, 2019 2:13 pm
8000 x 12 x 30 = 2880000

ඔන්න ගන්නවනම් බදු 

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yellow knife
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Wed Jun 24, 2020 9:17 am
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Exports to China from Sri Lanka reached a level of almost 12 million kilograms in 2019 from barely 2 million kilograms a decade ago.
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“Cost of producing a kilo of tea in Sri Lanka is amongst the highest in the world. Rising input costs, declining productivity, uneconomic age profile in tea bushes, and high social costs have led to declining profits,” Forbes and Walker’s report stated further.
“For long-term sustainability, the industry needs re-engineering to achieve global competitiveness.


Unlike in low grown sector where smallholders own their land freehold, there is heavy union and government interference in the larger plantations, which stops innovation or productivity gains, economic analysts say.

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The Invisible
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Wed Jun 24, 2020 10:32 am
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Thanks YK.
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sanjulanka
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Sun Aug 09, 2020 7:27 am
Rolling Eyes Rolling Eyes Rolling Eyes
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RJ1010
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Aug 10, 2020 4:09 pm
Quite an upward movement in plantation stocks...
The Invisible
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Aug 10, 2020 5:43 pm
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A sector which can be pushed so easily time to time.

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The Invisible
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Aug 10, 2020 9:14 pm
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Sri Lanka tea prices pick up

ECONOMYNEXT – Sri Lanka tea prices picked up in the final sale for July amid improved demand for Ex-Estate, while Low Grown teas saw good demand, brokers said. picked up in the final

Sri Lanka sold 6.1 million kilograms of tea, selling 0.9 million kilograms in Ex-Estate teas (teas sold while in the factory itself to retain quality) while selling 2.6 million kilograms in Low Grown (Leafy/Tippy) teas.

It was reported that 6.7 million kilograms of tea were sold in total at the auction held last week.

High Growns

Brokers said that Ex-estate teas saw improved demand, while Low Growns saw good demand in the auction held on 28th and 29th July.

Last week, the High Grown auction average was tea sale average of 534.03 rupees.
In BOP grades, Best westerns were irregular while a selection of improved below best teas gained by 20-30 rupees a kilogram.

BOP Nuwara Eliya’s recorded limited offerings this week. Uva’s went up by 20 rupees a kilogram while Uda Pussellawa prices were barely steady.

In BOPF grades, select Best Westerns picked up 20 rupees a kilogram while Below best brighter clean leaf types prices gainedup to 20 rupees, brokers said.

BOPF grade Nuwara Eliya’s were reportedly firm. Uda Pussellawa were irregular while Uva’s declined 20-30 rupees
Medium Growns

Last week, the Medium Grown auction average was 520.05rupees up 6.99 rupees from a week before.
Well-made OP/OPA’s gained by 10-20 rupees per kilogram. Others together with the teas at the lower end too were firm to marginally gaining.

BOP prices were irregular while BOPF grades were firm, tea brokers said.

Select Best FBOPs prices were irregular whilst others eased marginally owing to low quality.

Select best FF1’s prices eased as well. Others eased marginally as the sale progressed.

Low Growns

Last week the Low Grown tea sale average was 667.82 rupees up by just 59 cents from a week earlier.

Expensive BOP1 grades gained in price, while the others sold around the last sale’s prices.

Select best and best BOP’s maintained whereas cleaner below best and cleaner teas at the bottom were picked up in prices.

Better OPA’s were fully firm whilst others particularly the clean below best sorts gained 10- 20 rupees per kilogram. At the lower end cleaner types gained whilst others were fully firm.

Well made, very tippy FBOPF/FBOPF1teas attracted good demand while Bests and cleaner Below picked up selectively.
Select best and best FF1’s were firm to selectively dearer.

CTC

In CTC teas, high grown BP1s were irregular with some selected invoices gained and PF1s were lower were firm as the sale progressed.

Mid grown BP1 prices were irregularly while PF1 prices were barely steady, brokers said.






Low grown BP1s were fim and continued to sell at fairly attractive prices, brokers said. PF1s were firm and prices picked up along the aiction.

Crop

The Department of Meteorology predicts showers in the Western region in the week ahead with showers and thundershowers expected within a few areas in Uva province and the Sabaragamuwa region.

Western/Nuwara Eliya regions reported dull mornings and overcast evenings throughout the course of the week.
Uva/Udapussellawa regions reported bright mornings and overcast evenings during the week.

Low Growns in the Ruhuna and Sabaragamuwa regions reported bright mornings and dull evenings.

According to the Department of Meteorology, fairly heavy rainfall (above 75 mm) is expected in the Sabaragamuwa region during the week ahead.

The Western, Nuwara Eliya, Uva and Udapussellawa regions maintained the crop intake, whilst the Ruhuna and Sabaragamuwa regions showed a decrease. (Colombo/Aug10/2020)

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sanjulanka
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Tue Aug 11, 2020 4:56 am
බොහොම ස්තුතියි ලොක්ක.බොහොම දෙනෙක් වතු ගැන නො කතා..ඉස්සරනම් මේකෙන් තමා ඔක්කොම දැන ගත්තෙ.දැන් දැන් වැඩ්ඩො නො කතා.යෙලොව් නයිෆ් ගෙ රිපොර්ට් එකට අනිත් අයත් එකතු උනානම් නියමයි.

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The Invisible
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Aug 17, 2020 8:35 pm
Sri Lanka high grown teas see pick up

ECONOMYNEXT – Sri Lanka’s High Grown teas, the cheapest teas in the island, saw a slight pick up in the first sale in August amid fair demand while the more expensive Low Growns saw prices eased, brokers said.

Sri Lanka sold 6.95 million kilograms of tea, selling 0.9 million kilograms in Ex-Estate teas (teas sold while in the factory itself to retain quality) while selling 3.1 million kilograms in Low Grown (Leafy/Tippy) teas.

It was reported that 6.1 million kilograms of tea were sold in total at the auction held last week.

High Growns

Brokers said that Ex-estate teas saw fair demand at irregular levels, while Low Growns saw lower demand in a brief auction held on 11 and 12 August.

Last week, the High Grown auction average was tea sale average of 543.71rupees.

In BOP grades, Best westerns where quality was maintained, picked up by 10-20 rupees a kilogram while the others sold around last week’s levels.

Improved Below best BOP teas gained by 20 rupees per kilogram while plainer sorts were not steady.

BOP Nuwara Eliya’s were generally firm. A few select brighter Uva’s teas went up by 30-40 rupees a kilogram while Uda Pussellawa prices were lower by 10 rupees.

In BOPF grades, good quality Best Westerns were lower by 10 rupees a kilogram while Below best clean leaf teas gained by 10-20 per kilogram, brokers said.

BOPF grade Nuwara Eliya’s were reportedly firm. Uda Pussellawa were firm while Uva’s gained by 30-40 rupees a kilogram.

Medium Growns

Last week, the Medium Grown auction average was 541.60 rupees up 7.66 rupees from a week before.

Select best OP/OPA’s were firm on last, whilst others together with the teas in the lower end gained10-20 rupees a kilogram. BOP prices were generally firm while BOPF grades clean leaf coloury sorts weren’t steady, tea brokers said

Select Best FBOPs prices were down by 20-30 rupees whilst others firm to selectively making gains.

Select best FF1’s prices were marginally firm to making selective gains.

Low Growns

Last week the Low Grown tea sale average was 669.45 rupees down by 16.21 rupees from a week earlier.

A few select best BOP1’s maintained last week’s prices. Other high priced teas were lower following poor quality.

Select best and best BOP’s maintained whereas cleaner below best and cleaner teas at the bottom were picked up in prices.

Better OPA’s were barely steady. Others were fully firm to dearer. High priced OP’s were irregular

Well made, very tippy FBOPF/FBOPF1teas attracted good demand while Bests and cleaner Below picked up selectively.


Select best and best FF1’s were firm to selectively dearer.

CTC

In CTC teas, high grown BP1s were irregular while PF1s were not steady.

Mid grown BP1 prices were irregularly while PF1 prices sold around last auction’s levels brokers said.

Low grown BP1s were mostly firm and, brokers said. PF1s were firm to easing marginally as the sale progressed.

Crop

The Department of Meteorology predicts showers in the Nuwara Eliya and Western regions in the week ahead. Uva areas should expect showers/thundershowers are forecast in the evenings while Low grown areas too will receive showers.

Western/Nuwara Eliya regions reported dull mornings and evening showers throughout the week.


Uva region reported bright mornings and overcast evenings during the week while Udapussellawa areas reported clear mornings and evening showers.

Low Growns reported overcast mornings and evening showers during the week.

The Department of Meteorology predicts showers in the week ahead
The Western, Nuwara Eliya, Uva and Udapussellawa regions experienced a decrease in the crop intake, whilst selected estates in the Low Grown Region maintained. (Colombo/Aug17/2020)

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shalika.56
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Tue Aug 18, 2020 11:58 am
How will affect the salary increment if proceed.

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smallville
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Sun Aug 23, 2020 9:38 pm

To me best plantations are MAL MASK MADU LDEV if the plantation run starts soon. MAL showed impressive June results. As LDEV in Hatton too, LDEV's Agarapathana should have done well too - in that case price would not stay at current 4.0 levels. A seller unloading frequently at 4.0 and that made LDEV stagnate.

MADU not impressive results despite higher revenue. Their Madulsima segment did well but Bogawanthalawa made losses. Higher costs than revenue in Boga segment brought down their profits, still profitable than 2019 though.

The tea prices are above 600 per KG in April-May period where all of them should have benefited due to high exposure to Tea.

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Tadawul
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Aug 24, 2020 1:40 am
smallville wrote:
To me best plantations are MAL MASK MADU LDEV if the plantation run starts soon. MAL showed impressive June results. As LDEV in Hatton too, LDEV's Agarapathana should have done well too - in that case price would not stay at current 4.0 levels. A seller unloading frequently at 4.0 and that made LDEV stagnate.

MADU not impressive results despite higher revenue. Their Madulsima segment did well but Bogawanthalawa made losses. Higher costs than revenue in Boga segment brought down their profits, still profitable than 2019 though.

The tea prices are above 600 per KG in April-May period where all of them should have benefited due to high exposure to Tea.

Thanks SV for your clarification
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serene
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Mon Aug 24, 2020 10:00 am
smallville wrote:
To me best plantations are MAL MASK MADU LDEV if the plantation run starts soon. MAL showed impressive June results. As LDEV in Hatton too, LDEV's Agarapathana should have done well too - in that case price would not stay at current 4.0 levels. A seller unloading frequently at 4.0 and that made LDEV stagnate.

MADU not impressive results despite higher revenue. Their Madulsima segment did well but Bogawanthalawa made losses. Higher costs than revenue in Boga segment brought down their profits, still profitable than 2019 though.

The tea prices are above 600 per KG in April-May period where all of them should have benefited due to high exposure to Tea.

Really happy to see smallville again in the forum. Basketball
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Tue Oct 20, 2020 12:38 pm
This sector is active again but I see one director of one counter was selling off part of his holding as low as 8 something very recently.Shocked
And the same counter has just about to enter into the Teen figures.

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The Invisible
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Tue Oct 20, 2020 2:14 pm
KVAL, TPL & KGAL have some good values.

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slstock
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Plantation Sector Updates - Page 6 Empty Re: Plantation Sector Updates

on Tue Oct 20, 2020 3:11 pm
Message reputation : 100% (2 votes)
කිත්සිරි ද සිල්වා wrote:This sector is active again but I see one director of one counter was selling off part of his holding as low as 8 something very recently.Shocked
And the same counter has just about to enter into the Teen figures.

1) KOTA is played by Anushman Raja ( like he plays with CFLB , CIT/CFI and
many other companies).

KOTA is in a massive financial mess.
Recently they could not even honor their debentures properly.

This share was once Rs 170. 
Dropped to Rs 6 due to terrible managment  ( actually most of the companies  of that whole group are mismanaged).

These runs are manipulated.
If Sept results are not good, this will be overvalued on assets and earnings
 at the current price around Rs 12.
Talking about VALUE not price ( which could be manipulated)

2) Many ofthe Plantation shares are running on speculation.

3) BALA, MASK, MADU are also in massive financial messes.
Yesterter day all these were top gainers!!!
What a manipulated market!!

So many newbies have entered CSE and so many Youtube, whatsapp,
FB, and twitter accounts are created to make hey and use these gullible
newbies to pump and dump.


Warning to any reader who is keen to study about companies
without just chasing rallies for profit


1) If someone likes to study,  I have sometime ago ,  made a comprehensice posts on  KOTA itself on  "Slstockviews"  Facebook page giving  detaits to show  how a  once propserous plantatin company  can be mismanaged  to make it come from Rs 170 to Rs 6  !

2) Also made a post on Plantations on  the same FB page yesterday mentioning KVAL specifically.

Today KVAL  ran to Rs 88 and came down due to red market  and selling..
Seems Rs 83 is bit of resistance now. Best to watch tomorrow if  plantation run if over or not to know it short term direction.


~~~~~~

Yes TPL , KVAL AND KGAL has some vlaue.
But TPL has doubled in price already.

KGAL needs to get their act together for Sept
quarter to justify price ( June was not great)

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