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

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

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

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

» Dividend Announcements
LWL.N0000 (Lanka Walltiles PLC) EmptyWed Apr 12, 2023 5:41 pm by කිත්සිරි ද සිල්වා

» MAINTENANCE NOTICE / නඩත්තු දැනුම්දීම
LWL.N0000 (Lanka Walltiles PLC) EmptyThu Apr 06, 2023 3:18 pm by කිත්සිරි ද සිල්වා

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

» SEYB.N0000 (Seylan Bank PLC)
LWL.N0000 (Lanka Walltiles 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
LWL.N0000 (Lanka Walltiles PLC) EmptyThu Mar 30, 2023 9:25 am by HaeroMaero

» The Korean Way !
LWL.N0000 (Lanka Walltiles PLC) EmptyWed Mar 29, 2023 7:09 am by කිත්සිරි ද සිල්වා

» In the Meantime Within Our Shores!
LWL.N0000 (Lanka Walltiles PLC) EmptyMon Mar 27, 2023 5:51 pm by කිත්සිරි ද සිල්වා

» What is Known as Dementia?
LWL.N0000 (Lanka Walltiles PLC) EmptyFri Mar 24, 2023 10:09 am by කිත්සිරි ද සිල්වා

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

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

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

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

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

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

» Do You Have Computer Vision Syndrome?
LWL.N0000 (Lanka Walltiles PLC) EmptySat Mar 18, 2023 7:36 am by කිත්සිරි ද සිල්වා

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

» What a Bank Run ?
LWL.N0000 (Lanka Walltiles PLC) EmptyWed Mar 15, 2023 5:33 pm by කිත්සිරි ද සිල්වා

» 104 Technical trading experiments by HUNTER
LWL.N0000 (Lanka Walltiles PLC) EmptyWed Mar 15, 2023 4:27 pm by katesmith1304

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

» Cboe Volatility Index
LWL.N0000 (Lanka Walltiles PLC) EmptyTue Mar 14, 2023 5:32 pm by කිත්සිරි ද සිල්වා

» AHPL.N0000
LWL.N0000 (Lanka Walltiles PLC) EmptySun Mar 12, 2023 4:46 pm by කිත්සිරි ද සිල්වා

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

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

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

» Bitcoin and Cryptocurrency
LWL.N0000 (Lanka Walltiles PLC) EmptyFri Mar 10, 2023 1:47 pm by කිත්සිරි ද සිල්වා

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

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

» Bakery Products ?
LWL.N0000 (Lanka Walltiles PLC) EmptyWed Mar 08, 2023 5:30 pm by කිත්සිරි ද සිල්වා

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

» Going South
LWL.N0000 (Lanka Walltiles PLC) EmptySat Mar 04, 2023 10:47 am by කිත්සිරි ද සිල්වා

» When Seagulls Follow the Trawler
LWL.N0000 (Lanka Walltiles PLC) EmptyThu Mar 02, 2023 10:22 am by කිත්සිරි ද සිල්වා

» Re-activating
LWL.N0000 (Lanka Walltiles PLC) EmptySat Feb 25, 2023 5:12 pm by කිත්සිරි ද සිල්වා

» අපි තමයි හොඳටම කරේ !
LWL.N0000 (Lanka Walltiles PLC) EmptyTue Feb 14, 2023 3:54 pm by ruwan326

» මේ අර් බුධය කිසිසේත්ම මා විසින් නිර්මාණය කල එකක් නොවේ
LWL.N0000 (Lanka Walltiles PLC) EmptyTue Jan 03, 2023 6:43 pm by ruwan326

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

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

» AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.
LWL.N0000 (Lanka Walltiles PLC) EmptyWed Nov 16, 2022 9:28 pm by කිත්සිරි ද සිල්වා

» Banks, Finance & Insurance Sector Chart
LWL.N0000 (Lanka Walltiles PLC) EmptyTue Nov 15, 2022 5:26 pm by කිත්සිරි ද සිල්වා

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

» DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.
LWL.N0000 (Lanka Walltiles PLC) EmptyMon Nov 07, 2022 6:36 pm by කිත්සිරි ද සිල්වා

» WATA - Watawala
LWL.N0000 (Lanka Walltiles PLC) EmptySat Nov 05, 2022 8:44 am by කිත්සිරි ද සිල්වා

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

» Capital Trust Broker in difficulty?
LWL.N0000 (Lanka Walltiles PLC) EmptyFri Oct 21, 2022 5:25 pm by කිත්සිරි ද සිල්වා

» IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?
LWL.N0000 (Lanka Walltiles PLC) EmptyThu Oct 20, 2022 10:13 am by කිත්සිරි ද සිල්වා

» What Industry Would You Choose to Focus?
LWL.N0000 (Lanka Walltiles PLC) EmptyTue Oct 11, 2022 6:39 pm by කිත්සිරි ද සිල්වා

» Should I Stick Around, or Should I Follow Others' Lead?
LWL.N0000 (Lanka Walltiles PLC) EmptyTue Oct 11, 2022 9:07 am by කිත්සිරි ද සිල්වා

» DV-2024 Program: Online Registration
LWL.N0000 (Lanka Walltiles PLC) EmptyThu Oct 06, 2022 11:26 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

+16
jiggysaurus
කිත්සිරි ද සිල්වා
sfmr555
bullstreet
bonbon
xmart
HUNTER
Backstage
Jana1
Rana
sashimaal
First Guy
aero
Yin-Yang
lanka
yellow knife
20 posters

    LWL.N0000 (Lanka Walltiles PLC)

    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    LWL.N0000 (Lanka Walltiles PLC) Empty LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Wed May 25, 2016 9:01 am

    Once again LWL reminds us the octopus of the tile industry.

    [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

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Wed May 25, 2016 9:07 am

    The demand for tiles is segmented as Floor Tiles and Wall Tiles and each enjoy 80% and 20% market share respectively.

    Even though Sri Lankan consumer has embraced Floor Tiles against other alternatives of floor surfacing, Wall Tile is resisted with the perception Wall Tiles are luxury end products.

    The Tile industry is heavily depending on LP Gas as energy cost account for more than 40% of the industry wide average cost of production.
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Wed May 25, 2016 9:08 am

    Revenue of the Group was improving and the cheap imports from India, China and Indonesia is slightly affecting to the 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

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Wed May 25, 2016 9:09 am

    EPS is growing 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

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Wed May 25, 2016 9:10 am

    Fair value adjustments to the property in 2011 increased the revenue substantially where the fair value adjustment is Rs 874,987,000.

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


    Posts : 624
    Join date : 2014-11-26

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by lanka Wed May 25, 2016 10:58 am

    Appreciate your valuable contribution -Thanks
    Yin-Yang
    Yin-Yang


    Posts : 1321
    Join date : 2016-03-12

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by Yin-Yang Wed May 25, 2016 11:22 am

    Good presentation YK.

    (To be addressed in a suitable time in the thread)

    What do you think of the political developments towards the industry; do you think the monopoly might be affected driving the revenue and the margins down?
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Wed May 25, 2016 11:40 am

    The political influence faded with time.

    Initially the new government  made different statements affecting investors like CGT and Super Gain Tax and Crushing Crony Capitalists..

    Now the government is matured. Now they understand what will happen to Forex the moment imports are encouraged sending the local manufacturer home.

    Anyway Ying Yang , I like to keep the thread only for LWL and out of politics.. all the share related industry analysis I tried my best to keep the books clean. ( I am the self appointed librarian here )
    Yin-Yang
    Yin-Yang


    Posts : 1321
    Join date : 2016-03-12

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by Yin-Yang Wed May 25, 2016 12:31 pm

    Thanks YK; I consider it as a good answer.
    avatar
    aero


    Posts : 48
    Join date : 2014-02-28

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by aero Thu May 26, 2016 10:47 pm

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

    qtr EPS 4.4
    12 months eps 25/-
    NAV  158(increase by 24rs)


    Last edited by aero on Thu May 26, 2016 11:45 pm; edited 1 time in total
    First Guy
    First Guy


    Posts : 2599
    Join date : 2014-02-22

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by First Guy Thu May 26, 2016 11:01 pm

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

    qtr EPS 4.4 (due to the super gain tax)
    12 months eps 25/-
    NAV  158(increase by 24rs)

    super gain tax is a past matter. it is not charged in present year. the increase in tax is due to some other reason.
    avatar
    aero


    Posts : 48
    Join date : 2014-02-28

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by aero Thu May 26, 2016 11:46 pm

    yes mate. SGT better than it
    Yin-Yang
    Yin-Yang


    Posts : 1321
    Join date : 2016-03-12

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by Yin-Yang Fri May 27, 2016 8:20 am

    If there is higher tax, it must be something to do with 'loosing' BOI status they talked in the budget; Isn't it?
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Fri Jul 29, 2016 1:47 pm

    LWL further improved in performance during the year...It invested on machinery in order to ensure sustainability of this production...

    [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

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Fri Jul 29, 2016 1:47 pm

    [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

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Fri Jul 29, 2016 1:49 pm

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


    Posts : 5785
    Join date : 2014-02-28

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by sashimaal Fri Jul 29, 2016 5:14 pm

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


    Posts : 1786
    Join date : 2015-12-16

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by Rana Fri Jul 29, 2016 5:16 pm

    thank you Mr.Shashimal
    sashimaal wrote:[You must be registered and logged in to see this link.]
    avatar
    Jana1
    Top contributor
    Top contributor


    Posts : 630
    Join date : 2014-02-23

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by Jana1 Fri Jul 29, 2016 5:52 pm

    YK,

    It is time to look its qtr performance. I got exit after looking last qtr report. /Just saw this qtr report, still remains same. PARQ has one well, I guess. But I exit parq too as crude oil price bottom out. Let c how these companies run in the longterm.
    Backstage
    Backstage
    Top contributor
    Top contributor


    Posts : 3803
    Join date : 2014-02-24

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by Backstage Mon Aug 01, 2016 11:10 am

    Jana1 wrote:YK,

    It is time to look its qtr performance. I got exit after looking last qtr report. /Just saw this qtr report, still remains same. PARQ has one well, I guess. But I exit parq too as crude oil price bottom out. Let c how these companies run in the longterm.

    Nice knowing you are around Jana1. I would like to request you to give us a heads up on any information about the Rubber future if any. Sorry to go off topic and thanks. Smile
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Mon Aug 01, 2016 11:16 am

    Jana

    This is what may have prompted you to exit LWL...

    The Tile industry is heavily depending on LP Gas as energy cost account for more than 40% of the industry wide average cost of production

    FG is doing analysis on Quarter reports and we are lucky to read these quarter analysis..


    I am wondering whether we should move few miles ahead with inclusion of some other ways of predicting performances of companies...

    For an example if we can do research with few leading Hardware owners we can see the direction before quarter results get published...

    *************************************************************

    Backstage
    Yes we are lucky to see Jana back....

    Jana I really read and studied  your lengthy articles earlier...hope to see your articles again..
    HUNTER
    HUNTER
    Top contributor
    Top contributor


    Posts : 1935
    Join date : 2014-07-14

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by HUNTER Mon Aug 01, 2016 2:58 pm

    IMO. LWL is good but not undervalued at the moment. By looking at the price and performance trends, we can expect a medium term swing movement between 90/- and 120/-.

    Right now, it looks like a down swing, which can bring the price near 90/- towards early April '17.

    (My action would be similar to that of Jana1)

    -----
    BTW: Notice our 'Librarian' in the thread:

    "I would state LWL.N will reach down below 90/- before the end of April 2017"

    "And form a bottom between 80/- and 90/-"

    "And move up again at least 20% within the year 2017"
    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Mon Aug 01, 2016 3:19 pm

    Ok... Thanks Hunter.. I will capture that in Mirror too...
    sashimaal
    sashimaal
    Top contributor
    Top contributor


    Posts : 5785
    Join date : 2014-02-28

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by sashimaal Mon Aug 01, 2016 4:00 pm

    Most of the fundamental stocks are beaten down at the moment. LWL is one. It doesn't have to do anything better to get to Rs 150-160 levels. It's just that the Country situation is affecting the Market negatively.

    They should rise next year with ASI coming to its worth..of course Rs 150 will be easily broken within 2017 and very much more is possible if no surprise negative factors in economy occur...

    Disc: not holding at the moment

    avatar
    yellow knife
    Top contributor
    Top contributor


    Posts : 6980
    Join date : 2014-03-27

    LWL.N0000 (Lanka Walltiles PLC) Empty Re: LWL.N0000 (Lanka Walltiles PLC)

    Post by yellow knife Mon Aug 01, 2016 4:12 pm

    Well I am holding the share and bought and averaged  at 67.63 and happy with Dividends...

    This share as well as entire tile and aluminum industry was threatened with " Crushing Crony Capitalists " in 2015. Yet that year itself was a remarkable one for LWL.

    Challenging environments are not what well seasoned businessmen avoid, but thrive...Market price of a share is not purely depending on company performance when evaluated at a particular moment, but heavily depending on the long run. That is where TAs and Fundamentalists differ.. TAs find even share prices go up without reasons to assign but for Fundamentalists they see reasons behind share price.

    For me LWL is worthy holding for long-term...

      Current date/time is Sun Jul 14, 2024 7:01 pm