Re: KFP.N0000(Keels Food Products PLC)

[yellow knifeTop contributor]

Sorry Danidu... did not see your question as involved with other discussions...

Now KFP is trading at 162 and like a fool I can say " See I predicted its price to fall at Rs 175.00 and now its 162....But in real when the whole market was in bear phase, so is KFP

Well now what....?

F&B had a nice time with new YP government.. Less tax and high salaries... Now that honeymoon is over.. Its taxing and higher taxes shrink certain type of consumption...KFP will get affected with that...

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Bying KFP in slow quantities is ok at these levels of 160s

[Danidu]

Thank youand appreciated your respond.

[RanaTop contributor]

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[yellow knifeTop contributor]

                2017

Food and Beverage Industry was performing well on across the board basis in 2015 and 2016. Yet 2017 was not a growth oriented year for KFP

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[yellow knifeTop contributor]

BFL is another competing force in meat industry and KFP targets processed meat through Krest and Elephant House brands.

BFL leads showing the difference in market demand for non processed and processed meat.


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[yellow knifeTop contributor]

continue the same as posted message is too long..

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[yellow knifeTop contributor]

Market Value for Food and Beverage sector is often attractive.

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[yellow knifeTop contributor]

There are very few companies and again very rarely the dividend is paid higher than EPS

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[yellow knifeTop contributor]

Companies that are getting rid of debt can pay higher dividends...


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[yellow knifeTop contributor]

Net profit margin of the company

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[yellow knifeTop contributor]

Food and beverage sector often sells higher than net assets value.

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[yellow knifeTop contributor]

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[pjrngroup]

THANK YOU YK.

[yellow knifeTop contributor]

2017/18

Food and Beverage industry had few good years with YP government. Lessened oil price and less tax would soon be reset was my prediction then. Now the FMCG sector is facing challenges .

KFP is the leading processed food manufacturer in Sri Lanka and is owned by JKH.

Revenue has reached another plateau.

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[yellow knifeTop contributor]

Company often pays fairly good dividends.

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[yellow knifeTop contributor]

Company has seriously cut down its debt and is in a healthy position to expand operations, to declare dividends etc.

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[yellow knifeTop contributor]

Market value has slowly come down during last couple of years as expectations from FMCG sector is coming down.

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[yellow knifeTop contributor]

net Profit Margin is shrinking. It shows the competition, increasing cost and inability to increase price while retaining market share.

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[The Invisible]

Thanks YK. It is good if you can arrange the graphs from 2006 to 2017 rather than from 2017 to 2006 as at a glance it shows a decline.

[yellow knifeTop contributor]

Thanks...Invisibel... this was a mistake that I have done from the beginning, and I have to re-arrange them

[spw19721Active Member]

Keep up your good works YK

[DileepaTop contributor]

Thanks...Invisibel... this was a mistake that I have done from the beginning, and I have to re-arrange them

You don't need to re-arrange excel data.
Just select "Date Axis" from Format Axis -> Axis Type -> Date Axis

[sereneTop contributor]

Thanks YK
Very informative

[lanka]

Thank you,dear YK

[yellow knifeTop contributor]

Keells food 2Q profit down despite higher top line.