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LCEY, Lankem Ceylon Ltd

212.5 LKR up 4.50 or 2.2% chg. 71,700 vol. 15,101,450 tnvr. 74 trades
Last traded 34 min ago

Mentioned in 64 posts...

  • [Updated] #MARA - Club Palm Bay

  • Attn: Mr. Market Watch, Mr. Rehan, Mr. Rohan and Mr. Greedy, I have noticed that this share has been moving very steadly in recent days, since #LCEY bought over. Their fundamen...
  • 0 replies posted by don.senaka, 1 day ago

  • [Updated] #BFL

  • Dear MW, Chinwi, Cse.see Iam planning on rotating stocks. PLase advice me ... #BFL #BALA #LOLC #DOCK #RICH #CFIN #lcey #NEH #Kgal #SPEN out of these stocks (other than ...
  • 3 replies, avatar 2 days ago posted by avatar, 2 days ago

  • [Updated] CSE – possible breaking barriers

  • Below the possible barriers for next 03 months.(By 30th November’2010) Do you agree? #BFL possible to break Rs.243/- (Today’s Price 27.08.2010 – Rs.133/-) #GRAN possible to br...
  • 19 replies, MarketWatch 2 days ago posted by cse.see, 4 days ago

  • [Updated] #LCEY

  • LCEY is trading at 122/- with a TTM EPS of 23.43 and P/E multiple of x5.21. Under current market conditions this share is very much under-valued. Price may adjust to 200/= and abov...
  • 4 replies, greedy 7 days ago posted by greedy, 7 days ago

  • [Updated] Profits from shares

  • I have earned considerable profit from share market. Now my portfolio value is around 4 million. Now I have a idea to sell some stocks around 1.2 million and buy a Japanese vehicle...
  • 8 replies, cseguide 8 days ago posted by cseguide, 8 days ago

  • [Updated] #LCEY

  • why lankem is going down? any particular reason? appreciate expert views. :)
  • 2 replies, dhamm 8 days ago posted by dhamm, 12 days ago

  • [Updated] very under valued #LCEY

  • LCEY NAVPS = 89 EPS = 6.24 Therefore annualised EPS will be above Rs 28.00 it is very good to buy around this level. i think it is most under valued share. CIC is goin...
  • 1 replies, ab123 11 days ago posted by stock SL, 12 days ago

  • [Updated] What do you think about following shares?

  • I hope following shares are undervalued in the present market context. 1) #SEYBX 2) #CFIN 3) #LCEY 4) #BFL 5) #JINS We have already seen a rapid appreciation in #BFL and...
  • 7 replies, shaikanwar 11 days ago posted by snowman, 12 days ago

  • [Updated] #LCEY rally not ended

  • I like to post what i said one week ago. #LCEY result for June was out EPS = 6.24 (2009 June 2.70) NAV= 89.51 (2009 June 55.81) EPS for the year ended 2010.03.31= 20 LCEY Pred...
  • 3 replies, vicknesh 14 days ago posted by hdasoka, 14 days ago

  • [Updated] #LCEY - Undervalued now.....!

  • With the year end EPS of 19.89 and the Sector PE Ratio of 10.2 times, Lankem Share price can value at = 19.89 x 10.2 = Rs.202/- level. As several times discussed in this forum, La...
  • 1 replies, cse.see 15 days ago posted by cse.see, 15 days ago

  • [Updated] LCEY impressive results

  • #LCEY result for June was out EPS for June quarter (3 months) = 6.24 (2009 June 2.70) NAV= 89.51 (2009 June 55.81) EPS for the year ended 2010.03.31= 20 LCEY Predicted Annual...
  • 7 replies, cse.see 20 days ago posted by hdasoka, 21 days ago

  • [Updated] #HDFC & #LCEY

  • #HDFC broke Rs. 340/= today. I think it will have some announcement soon. #LCEY has announced rights issue at Rs. 85/=. This share has not moved much due to market correction d...
  • 0 replies posted by snowman, 27 days ago

  • [Updated] #LCEY go for Right

  • 1 for 7 @ 85 check following link http://www.cse.lk/cmt/uploadAnnounceFiles/4191281094974_497.pdf They have big plan to enter lesure sector and do acqucitions like CWM. this mone...
  • 0 replies posted by hdasoka, 7 Aug 10

  • [Updated] #LCEY Valuation

  • I tried a valuation for LCEY to see if this share has been undervalued and if so by how much roughly. I approached this by splitting Core business (chemical) from other businesses ...
  • 11 replies, greedy 6 Aug 10 posted by greedy, 6 Aug 10

  • [Updated] Keep eye on #Lcey

  • one of the inverter is placing sell order at Rs 190(trading price is Rs 129) retail sellers are very few. buy and make good profti
  • 0 replies posted by Mohan, 3 Aug 10

  • [Updated] #Lcey

  • buy #Lcey at current price around Rs 127.00. It is Very low price at current market price. it is most undervalued share now. it will anounce divident around(Rs 4.00) this week o...
  • 0 replies posted by stock SL, 28 Jul 10

  • [Updated] #RICH and #LCEY

  • Both have escaped from most of their troubling past and heading for strong growth with new hopes and plans. Projected earnings are very good. Both have plantations. Both are hea...
  • 1 replies, hasi84 29 Jul 10 posted by chinwi, 26 Jul 10

  • [Updated] #Lcey go to Hotel sector

  • The Rs. six billion turnover Lankem Group of Companies through land held by its subsidiary York Hotels (Kandy) Ltd. in Kandy and land in the Trincomalee coastal belt held by anothe...
  • 3 replies, vasu 25 Jul 10 posted by stock SL, 25 Jul 10

  • [Updated] #Lcey

  • Lankem Ceylon PLC (LCP) is moving big-time into the hotel sector, acquiring a majority stake in Weligama Bay Hotel, and looking at other opportunities while pushing ahead with plan...
  • 0 replies posted by Mohan, 25 Jul 10

  • [Updated] High deviance in #LCEY EPS

  • Hi All, If you look at #LCEY financials for the last quarter its not obvious why the company EPS (not group EPS) came down from 8.83 to 0.11. Can anyone shed some light as to ...
  • 4 replies, fair investe 18 Jul 10 posted by hasi84, 15 Jul 10

  • [Updated] #Lcey

  • Rubber price is increasing very quickly therefore buy rubber plantations and it's parent companies. #Kgal #Kota #Lcey
  • 2 replies, Janchi 14 Jul 10 posted by Mohan, 14 Jul 10

  • [Updated] More return from CSE

  • Several times in this forum I have mentioned (last 05 months) the following shares to be reach the following levels. (Please search my posts & read). #HAYL - Hayleys 185/- level...
  • 2 replies, MarketWatch 17 Jun 10 posted by cse.see, 17 Jun 10

  • [Updated] #LCEY

  • Will you start moving anytime soon. #BFL was around 50-53 for 2weeks before the rally. Now is the time for the rally in #LCEY. Perhaps a dividend announcement will start the ral...
  • buyHighEPS
  • 0 replies posted by pakka111, 14 Jun 10

  • [Updated] #sigv

  • why this share moving so high. any rumor. this is belong to #LCEY group.
  • 1 replies, sajcolombo 10 Jun 10 posted by cseguide, 10 Jun 10

  • [Updated] #LCEY selling pressure??

  • there seems to be a lot of selling pressure for LCEY. only few buyers in the order book despite it being undervalued according to the latest financial statements. does any one h...
  • 5 replies, innam 1 Jun 10 posted by dnr, 1 Jun 10

  • [Updated] #CWM

  • Keep Eey ON #CWM it is coming slowly now....... when it booom (like #CFLB,,, #LCEY,,,, CIT
  • 0 replies posted by Chinthakadh, 31 May 10

  • [Updated] #LCEY, #EBCR, #CFLB

  • i think everybody knows that the final Q results of the above companies released.as i mentioned couple of time, above three shares may give good return specially #LCEY. check the Q...
  • 2 replies, Suran 31 May 10 posted by Cashcow, 31 May 10

  • [Updated] LCEY results published!!!

  • Hi all, The results of #LCEY, #EBCR & #CFLB are published in the cse.lk website. accordingly, on #LCEY, 4Q EPS = Rs. 0.11 YOY Profit Inc = 28% yearly EPS ...
  • #LCEY
  • 6 replies, msninvest 28 May 10 posted by stock picks, 28 May 10

  • [Updated] #LCEY best buy

  • It is one of the best share in the cse. future potential is very much high. since it has diversified its business into different sectors such as Trading, chemicals, tourisum & hote...
  • 2 replies, innam 27 May 10 posted by hdasoka, 26 May 10

  • [Updated] #LCEY

  • Can anyone tell me if this stock is a good buy at the current price level.
  • 3 replies, palitha 24 May 10 posted by palitha, 24 May 10

  • [Updated] #SINS, #BFL, #LCEY

  • Keep eye on Singer Sri Lanka, Biraha & Lankem. #SINS - Recorded profits #BFL - Recorded profits #LCEY - start moving
  • 5 replies, cse_stock 16 May 10 posted by cse.see, 14 May 10

  • [Updated] #PDL

  • I already advised about PDL when traded on 32-33 level. now it is more than 40/= some one intrest on this share in property Sector. last two day it went up by 8/=. I thing it will...
  • 1 replies, Cashcow 10 May 10 posted by vasy, 9 May 10

  • [Updated] #CFLB Vs. #LCEY

  • I've noticed a No. of discussions on LCEY and wanted to know the views on the potential of CFLB... this is the holding company of LCEY, EBCR, York Arcade, Colonial motors, sig vill...
  • 1 replies, innam 30 Apr 10 posted by Suran, 30 Apr 10

  • [Updated] #LCEY (re-update)

  • Read below.......I have published this One month earlier........#LCEY next barrier Rs.130/- with in next month........Comments Please............ * * * * * * * * * * * * * * * *...
  • 6 replies, cse 27 Apr 10 posted by cse.see, 23 Apr 10

  • [Updated] #LCEY, #JFIN, #RICH, #DIPD

  • Rubber and tea prices have been increased lot and we are seeing a great rally for plantation companies like KOTA,KGAL,HAPU. But still we couldn't see a rally for their parent compa...
  • 1 replies, Cashcow 22 Apr 10 posted by cse, 21 Apr 10

  • [Updated] Time for Fundamentaly Strong Stocks

  • This is the time for closly monitor fundamentaly strong stocks. Market reach 4000 level. Seems to be Bull run is over. Most of companies will publish their Annual results with in n...
  • 7 replies, MarketWatch 21 Apr 10 posted by cse.see, 20 Apr 10

  • [Updated] #LCEY

  • Lankem Ceylon move to Rs.85/- level. What will happen to this share with in next couple of months....? If any possibility to pass Rs.120/-......?
  • 2 replies, fair investe 16 Apr 10 posted by cse.see, 16 Apr 10

  • [Updated] Newbie to investnow

  • I've been following this forum for the last 3 to 4 months and gained valuable advices. Now, I have decided to share my experience with the other members in the forum and by this wa...
  • 1 replies, MarketWatch 13 Apr 10 posted by snowman, 13 Apr 10

  • [Updated] #LCEY rally started

  • myself and Innam continiously stated that #LCEY has great upside potential. but some members didn,t realise that. but those who realised could buy it 60.00 level and today it reach...
  • 2 replies, fair investe 12 Apr 10 posted by hdasoka, 12 Apr 10

  • [Updated] Good price to buy...?

  • Pls advise the good buy price for the below. #BFL / #LCEY / #BALA / #CFLB / #KVAL Thanks......
  • 7 replies, MarketWatch 2 Apr 10 posted by sajcolombo, 1 Apr 10

  • [Updated] #LCEY

  • Hi everyone, At about 30000 shares available for 65.50. I think this is a very much attractive buying value for #LCEY. As I think LCEY is too hot(not in the share market,but the p...
  • 16 replies, innam 12 Apr 10 posted by cse, 10 Mar 10

  • [Updated] #LCEY future very good

  • After acquiring the controlling stake of C W Mackie with its plantation portfolio Lankem is very strong in its future. It will hit after releasing the march quarter result. So fo...
  • 2 replies, fair investe 8 Mar 10 posted by hdasoka, 7 Mar 10

  • [Updated] Growth stocks $ hidden Gems

  • I think #LCEY is the most undervalued hidden gem in the cse. Its 9 months EPS is 13.17. last 3 monts EPS is 12.99. So the annual EPS will be in-between 20 to 25. It should be trade...
  • 0 replies posted by hdasoka, 3 Mar 10

  • [Updated] Keep eye on #LCEY (Lankem Ceylon)

  • Today again we can see little improvement of Lankem Ceylon share price. Order book shows buyers for around 350,000 shares. I think this is most undervaluing share in the current...
  • 16 replies, fair investe 4 Mar 10 posted by cse.see, 3 Mar 10

  • [Updated] #LCEY

  • Hey guys, What is the problem with #LCEY. Their last quarter performance was amazing. If they continued with the quarter results (EPS 12.99) their P/E Ratio will be less than 2...
  • 16 replies, cse.see 1 Mar 10 posted by himesh, 26 Feb 10

  • [Updated] Advise

  • Please advise me regarding following shares. #RHL #MBSL #BALA #RICH #LCEY #LVEN #CFT #TKYO I need fundamental analysis regarding above companies, because these companies a...
  • 0 replies posted by gayan143, 23 Feb 10

  • [Updated] #CWM

  • #CWM still go up further or not? Dr. Senthilverl has bought about 29% on credit. It means He don't like to keep it long time isn't it? any way last time he bought 200000 EBCR a...
  • 2 replies, ockersz 22 Feb 10 posted by vasy, 21 Feb 10

  • [Updated] #LCEY STRONG BUY ?

  • #LCEY Lankem Ceylon PLC, one of Sri Lanka’s leading conglomerates is ready for a strong really ahead in coming three months. Lankem Ceylon group recorded a group revenue of Rs.9.45...
  • 5 replies, MarketWatch 20 Feb 10 posted by hdasoka, 19 Feb 10

  • [Updated] Lankem Ceylon Ltd #LCEY is in a good position

  • Lankem Ceylon Ltd #LCEY is in a good position to buy provided the general market is positive, as it has both the fundamental and charting requirements to be in a superb rally ahea...
  • 0 replies posted by harshana, 12 Feb 10

  • [Updated] #LCEY

  • LCEY posted strong results. 3 month EPS was 12.99 (last year's was 3.11) and 9 month EPS was 13.17 (last year's was 12.38). Both LCEY and RICH were helped by plantations performanc...
  • 3 replies, MarketWatch 12 Feb 10 posted by innam, 12 Feb 10

  • [Updated] What is your next pick?

  • Hi again... What about #LCEY (Lankem Ceylon). I don't know anything, but i think something will happen to #LCEY next...
  • 4 replies, MarketWatch 19 Jun 09 posted by amanathilake, 18 Jun 09

and in 95 replies...

  • [Updated] @ MW/CSE.SEE/Innam/C... reply from amjad, 3 days ago
  • I think #UML is OVER but hope to minimize the looses on Monday :)

    i agree as a newcomer going behind the crowd has taught me a valuable lesson. i have the following shares which were mentioned as undervalued and really had gains through. i have #BFL #LCEY .....

    as a matter of fact i have been very confused the market behaves bec last week of august when all stocks were down hotel and motor were on the up.when comparing it with this week i see plantations rally... funniest part is i had good amount of plantation stocks last month and sold it bec it doesn't increase and bought all other shares and then the opposite happens..
    i have now understood that plantations go up with tea prices going up or bec of good harvest

    it would be much appreciable if we as newcomers could get the more information on different sectors and what are seasons for it when to buy it and when to sell it not as a set rule but as a more sensible approach buying shares than just buying it .. eg like tea harvesting now what are the other seasonal influences plantations have.one thing i know is hotel having its peak season next few months. etc

    i also greatly appreciate this forum for what it has and is being doing.
  • [Updated] #RICH #KOTA reply from chinwi, 3 days ago
  • I am also thinking to re-enter to #RICH.
    (Actually I left #RICH because of #LCEY @125/- )

    But held on #KGAL , just because we saw rainy August this time.
    (Rainy August was a big signal for me to hold my plantations. )

    In short, #RICH will be more Rich with its profit making subsidiaries.

    Then, using the cash generated in this year #RICH may step into another plain next year.
  • [Updated] Please help me with ... reply from chinwi, 3 days ago
  • I do not think any real broker who qualified in at -least CIA-CSE exam would recommend PCH .

    It may come back after some time but you might miss good chances with some other stock during that time.

    Sometimes it may be wiser to sell at any level and buy a good share(s) prevailing at the moment.

    Two weeks ago I sold big qty of #NHL at loss and bought #LCEY, #TAFL, #BALA, #CFLB ... etc . Now I can buy #NHL back from the profit if I want.
  • [Updated] Have a tortoise stra... reply from chinwi, 4 days ago
  • Suran,

    can you see there are stocks that make no much fuss , no sudden rallies , no attention from most of us but moving slowly and steadily outperforming others in the long-run ?

    See what happened to #AHUN , #BRWN , #LCEY , #SAMP .... I think there are some more to follow this trend.

    (pl. note above list is not to indicate BUY )
  • [Updated] #SEMB reply from chinwi, 5 days ago
  • @rm, I think we should write as calm as we can about currently heated issues.

    If you can do few calculations it is better. Just find how many shares will be floated XR amd XW .

    If I were you I may also buy #SEMB but I collect #HHL, #NTB, #LCEY, #BFL , #CFLB, #SEYB-X, #MAL, etc.

    I hope to enlighten you more before XR date.
  • [Updated] Short term growth an... reply from pissa6666, 6 days ago
  • @smalik

    Sorry for being late for the same reason as chinwi.

    Some fundamentally sound shares identified early with clear analysis in this forum in the past are doing extremely well. Eg. #BFL, #LFIN, #LCEY, #RICH, #GRAN, #TAFL, #MAL, #PABC, #NTB, #JKH, #DFCC(there are many. These are only few which came to my mind.)

    I find great growth potential in the following stocks. Movement in prices may be triggered with the financials for QE30 Sept. 10. I have individually commented on them in the past too:

    #ACL, #MAL, #CERA, #LWL, #TILE, #NTB, #PABC, #BALA, #ACME, #LHL

    Do your own reasearch before decision. By fundamentals and future potential, I think these stocks are attractive at current prices.
  • [Updated] Stocks to watch now:... reply from chinwi, 7 days ago
  • Most of these stocks are becoming illiquid due to higher values. There will be measures to make them liquid and in addition to the potential for the growth in next few months share splits will also give holders big chances to increase wealth.

    Some stocks become overvalued time to time and we tend to sell. Again they become undervalued faster than we expect and this should continue with the upward movement of our economy at this new era.

    If we can select such shares we can trade wisely in the future. I think #AHUN , #SPEN, #NTB , #LCEY, #BFL etc fall into that category.


    Plantations : Today 31 August, the Sun positioned directly over Sri Lanka and normally this becomes a very hot and dry period. But this year, we have cool and rainy climate even in August. ( Max Temp 28 C in CMB ) This means the favourable weather is continuing for our plantations.
  • [Updated] What Price should I ... reply from chinwi, 7 days ago
  • Why so hurry to sell it.

    It was at 8.00 last year and still not appreciated compare to other hotels. It has possibility to have better EPS growth than many other hotels, when occupancy rate is considered.

    Next boom in hotels may activated when they revalue the assets.
    When I see #TAJ and #GHLL at present levels , #MARA backed by #LCEY group is Green to me.

    It is also positioned at more safer location to tsunami threats from Sumatran dislocations.
  • [Updated] LCEY Vs. BFL reply from amjad, 8 days ago
  • at the moment both of these stocks are stagnate but rather both are gems if it was me i would prefer #BFL but in order to diversify my risks i would invest in #LCEY as well. and if you are watching the market carefully there is a interest in motor shares specially #UML is a hot sale...

    final decision is yours always study the market and buy don't take anothers word as it it,
  • [Updated] Help to collect BFL,... reply from cseguide, 8 days ago
  • very wise to invest in both #LCEY and BFL. but personally I donot invest in poultry or liquir shares. so I go for #LCEY
  • [Updated] #LCEY rally not ende... reply from hdasoka, 14 days ago
  • @vicknesh
    Right issue should have a positive effect on #LCEY future earnings. If you check the quarterly reports the financial cost has increased to 120,670 000 from 88,343 000 a quarter ago (most of the fund I think they have burrowed for long term investments). But after paying all these cost #LCEY has earned an EPS of 6.24 for the quarter. But after the right issue lcey can settle most of long term and short term burrowing with zero cost funding from the right. So #LCEY EPS will definitely improve with this. In addition to that these funds will have a positive effect for its future acquisitions and new projects. And #LCEY is a very low risk high potential share because of its very well diversified portfolio. It could be a future JKH.
  • [Updated] #CFLB group moving u... reply from laksharemk, 15 days ago
  • #CFLB & #LCEY No sellers, seems we can expect a sharp upwards movement in next few days before stabilizing in a higer price
  • [Updated] #CFLB group moving u... reply from chinwi, 15 days ago
  • #CFLB #LCEY #BRWN are in strongly placed in "next years best shares" list.

    I feel CFLB and LCEY are behaving like AHUN when it was @ around 140 last year.

    #AHUN was collected without much talk and rush, many sold it not realizing its value as many of our people trade by ear.
  • [Updated] 2nd Phase of StockMa... reply from MarketWatch, 16 days ago
  • Hi Roshara,
    Due to my tortoise plus approach to the market, I will not target short-term gain and non tortoise stocks .
    In addition, markets are unpredictable in the short run. We should follow considerable period to identify bullish stocks.
    Remember 21 days ago, when I saw some indicators I mentioned three stocks to watch: BFL, GRAN and TAFL
    Some momentum stocks such as ACAP, RHTL and CHOT can go up little bit more. However, I do not know their true value and I have not followed them much.
    Finally, I have limited my operation to few extremely bullish massively undervalued stocks.
    Following is the list mentioned buy CSE.SEE
    reply from cse.see, 2 days ago

    If you predict short term, 03 months (by 15th November’2010) following shares will give you a clear return.

    #BFL possible to break Rs.140/- (minimum Rs.142/-) may be Rs.168/-
    #GRAN possible to break Rs.50/-
    #TAFL possible to break Rs.27/-
    #HAYC possible to break Rs.194/-
    #CIC.N possible to break Rs.108/-
    #DIST possible to break Rs.168/-
    #DIAL possible to break Rs.12.75/-
    #SEYB possible to break Rs.92/-
    #MBSL possible to break Rs.38.25/-
    #BREW possible to break Rs.304/-
    #LION possible to break Rs.174/-
    #LCEY possible to break Rs.154/-
    #HAYL possible to break Rs.342/-
    #HHL possible to break Rs.44/-
    #RICH possible to break Rs.140/-
    #TKYO possible to break Rs.46/-
    #BALA possible to break Rs.52/-
    #MAL possible to break Rs.84/-
    #LFIN possible to break Rs.169

    One or two stocks in the above list can go up gradually and systematically in the coming weeks braking their psychological barriers and new barriers.
    Good luck!
  • [Updated] #LHL & #MARA reply from rehanbb, 18 days ago
  • After #MARA comming under #LCEY, it started picking up in the Hotel Sector as it was thought undervalued and had the potential to perform well. It started picking up from the level Rs.9-10. all depends on the June quarter performance and the growth in EPS
  • [Updated] Undervalued Stocks reply from cse.see, 19 days ago
  • If you predict short term 03 months (by 15th November’2010) following shares will give you a clear return.

    #BFL possible to break Rs.140/- (minimum Rs.142/-) may be Rs.168/-
    #GRAN possible to break Rs.50/-
    #TAFL possible to break Rs.27/-
    #HAYC possible to break Rs.194/-
    #CIC.N possible to break Rs.108/-
    #DIST possible to break Rs.168/-
    #DIAL possible to break Rs.12.75/-
    #SEYB possible to break Rs.92/-
    #MBSL possible to break Rs.38.25/-
    #BREW possible to break Rs.304/-
    #LION possible to break Rs.174/-
    #LCEY possible to break Rs.154/-
    #HAYL possible to break Rs.342/-
    #HHL possible to break Rs.44/-
    #RICH possible to break Rs.140/-
    #TKYO possible to break Rs.46/-
    #BALA possible to break Rs.52/-
    #MAL possible to break Rs.84/-
    #LFIN possible to break Rs.169/-

    Above list, all shares fundamentally very strong.
    * REMEMBER : Always buy STRONG shares.
  • [Updated] LCEY impressive resu... reply from cse.see, 20 days ago
  • True Mohan,

    I expect, in short run, #LCEY will adjust to = Predicted EPS 22 x PE 7 = Rs.154/- level. May be Rs.142/- to Rs.154/- level.
    Very clear, #LCEY also undervalued.
  • [Updated] BFL going to settle ... reply from cse.see, 20 days ago
  • In my list, Undervalued shares below,
    Mostly:
    #BFL
    #MAL
    #GRAN
    #TAFL
    #LCEY
    #BALA

    Others:
    #HAYC
    #RICH
    #TKYO
    #SEYB
    #SAMP
    #COMB
  • [Updated] LCEY impressive resu... reply from cse.see, 21 days ago
  • #LCEY is undervalue share.

    But, their Cash position is now totally out, when compair to last year.
    (See Cash flow + Balance Sheet).
    Bank borrowings day by day goes up. They are paying huge Short Term + Long Term interest.
    That's why, they issued a 3,000,000 shares (Right issue 1:7) @ Rs.85/- per share.
    The purpose of the issue is to meet WORKING CAPITAL REQUIREMENTS.
    Rs.85/- x 3 Mn = 255 mn.
    They need Rs.255 Million for Working Capital requirements.
    * What is Working Capital : This is Cash requirement for day to day financial operations. (Payment of Salaries/Wages/Other business expenses/purchase of inventories....etc)
  • [Updated] #NEH Huge Potential... reply from CFox, 24 days ago
  • Compared to less than expected results posted by most of the hotels so far, #NEH has done really well. This should start moving on monday.

    Also keep an eye on #LCEY, #EBCR, #SPEN and #KOTA
    SPEN - NAVPS = 705 / EPS = 16.24 good buy around (1750 - 1900)
    LCEY - NAVPS = 89 / EPS = 3.30 - very good buy around (120~130)
    KOTA - NAVPS = 57 / EPS = 1.74 - good buy around (70 ~ 75)
    EBCR - NAVPS = 544 / EPS = 6.4 -good buy around (675 ~ 725)

    Now it's the time to analyze before investing. Speculators might need to change there stratergy or move away from CSE.

    Happy trading
  • [Updated] #RICH and #LCEY reply from hasi84, 29 Jul 10
  • Hi,

    #Lcey and #CFLB disposed their holdings in #Mull this morning. how will it impact their bottom line?
    Will it realise a capital gain as a result of the sale? if so what sort of gain can we expect?
    i would like to do some sort of calculation but dont have the required information.
    thanks
  • [Updated] Lankem Ceylon PLC (L... reply from stock SL, 26 Jul 10
  • yesterday i also posted related to this post.
    i think investers will eye #Lcey today.
    Price may up suddenly
  • [Updated] #Lcey go to Hotel se... reply from chinwi, 25 Jul 10
  • I bought some #LCEY at 45/- last year just after the war and sold most of it between 80-110 .
    But now thinking of reinvesting in it.
  • [Updated] Can you list possibl... reply from hasi84, 25 Jul 10
  • Hi All,
    what about #LCEY ?
    1.Agarapatana & Kotagala Plantations expected to do well with the boom in tea and rubber prices. Lokking at last quarters financials this should add around an eps of Rs.7 (but not too sure how the bottom line/tapping of rubber was affected by the heavy rains experienced during April and May)

    2. lankem chemicals should do well during the Yala and Maha agricultural seasons, last quarter Lcey group had an eps of 6.72, though the company it self had an eps of only 0.11, this was because last quarter wasn't the agricultural season. Previous quarter the company EPS was 8.83 while the group eps was 12.99. This coming quarter we should see the company it self performing well.

    3. With the acquisition of CWM, Lankem have achieved forward integration. CWM is one of the largest exporters of natural rubber in the country and will benefit with uninterrupted supply of rubber from Kotagala and agrapathana plantations.
    4. Sigiriya hotels losses have been declining over the last few quarters and should be profit making in the near future with the current boom in tourism.

    I have a significant amount of Lcey i my portfolio and hope to hold it for the next 6-9 months. I expect the share to have an annualized eps of around 30-35, that is if the commodity prices do not crash. I dont think an estimate of an eps of 30-35 is unreasonable looking at last quarter results together with expected earnings Lankem chemicals.
    would like to know what the experts have to say about this share,since its currently extremely under valued.
    Please comment!
  • [Updated] #LCEY Valuation reply from Analytics, 23 Jul 10
  • Very true, LCEY trading below its real value. Also if you analyse the holding structure of LCEY you will realize that the ultimate ownerof LCEY is CFLB. #CFLB is currently trading around at Rs 108/= below LCEY price. Both #CFLB and #LCEY should be worth well over Rs 200/= . My choice would be to go for CFLB because it owns the entire group.

    Visit the link for the CFLB & LCEY Holding Structure
    http://www.srilankaequity.com/2010/02/colombo-fort-land-building-company-plc.html
  • [Updated] #LCEY Valuation reply from vasu, 23 Jul 10
  • Your r correct greedy,
    I also said #Lcey is most undervalued share.
    it will go aroung 180.00 after it's result released.
    bocause it's EPS will above Rs 8.00 this quarter.
  • [Updated] Sudden interest in L... reply from smalik, 20 Jul 10
  • I'm not sure y buy think #LCEY is handing all projetcs for the govt. when ever govt starts on a big project, lcey moves up.
  • [Updated] Upcoming results for... reply from hasi84, 15 Jul 10
  • Thanks for your reply Rehan...
    I agree with you in a way that the smart money has moved out of the market over the last few months with the outflow of foreign funds, but hasn’t this been off set to a certain extent by the increase in local institutional investors and high net worth individuals. If you look at the daily turnover over the last few weeks isn’t it above the levels we saw earlier?

    I feel that local institutional funds, High net worth individuals and retail investors are the main participants in the plantation sector thus making it more resilient even if the market takes a hit due to the reasons you stated... Just before the commodity bubble burst in 2008 we saw #bala and other plantations trading at higher prices than what it is at the moment, therefore if results are as expected don’t you think the prices will exceed the current level?

    At the moment I'm overly exposed to #lcey having entered at 65 not too long ago, since #lcey results are dependent on #kota I wish to diversify to a certain extent and look in to other plantation stocks... if my understanding is correct your advice is to pull the money out and sit on it for the moment? That isn’t something I’ve considered but one I should give some thought to.

    On a separate topic all together any idea what caused the #lcey company EPS (not the group EPS) to decrease almost to 0 in the last quarter compared to almost 10 the quarter before?

    Appreciate your comment.
  • [Updated] Why is market going ... reply from snowman, 14 Jul 10
  • I think the following shares have future potential in short to medium term.

    #LCEY
    #CLND
    #HDFC
    #RICH
    #CIC
    #SEYB

    Some of the above shares are trading less than there NAVs.

    This is my personal view. Please do your own research before investing.
  • [Updated] #Lcey reply from vasu, 14 Jul 10
  • i think #Lcey will anounce it's first and final Divident within 1 or 2 weeks.
    it may Rs 5.00.
  • [Updated] Need help.......... reply from san1985, 11 Jul 10
  • Appriciate all you guys help.

    Currently i have following stocks in my portfolio.

    #HAYC 186.6
    #JINS 15.7
    #LAMB 27.8(stagnating for sometime)
    #LCEY 120.5
    #MGT 45.3
    #SERV 29.0
    (*Avg. cost)

    What do u think about these stocks??

    Do these have a medium term potential??

    Is it vise to average the prices of stocks such as #HAYC & #MGT ?

    Thanks.
  • [Updated] Bull stocks Today!#L... reply from cse.see, 5 Jul 10
  • Thanks MW for your comments. Actually I know you are the No.1 best advisor/analyzer/guider in this forum. I think all will agree with me. You be a real FIXED ASSET to our users. Great job.

    I will tell little bit about me. I am working as a one of Assistant Accountant in leading Blue Chip Company (PLC) in Colombo.
    My Stock recommendation strategy as follows,

    01. Information flow (News) – have to be powerfully business information flow. (Business Newspapers, Business WEB sites, Discussion with Finance knowledgably peoples, E.mails)
    (By using Google alerts you can create more Business topics & then you will get more News).

    02. Analyze method: have to be at least minimum last 05-10 years accounts in a single excel sheet. (Each company 10 year summary in their annual report).

    03. If any News published CSE web site you have to be quickly go through it. Then you have a more return or you can minimize your loss. (You have to be 1st).

    04. IMPORTANT: Monitor Quarter by quarter company performance. Then EPS, ROE.....etc.

    05. IMPORTANT: Maintain sector wise performance sheet. Then can get idea about PE ratios.

    06. IMPORTANT: Maintain each company wise NAV sheet. Before buying shares better to consider this. (Not always).

    07. Once you see the published accounts you have to go to Cash Flow statement & Auditors report. Cash flow will tell you more. Debtor level, Borrowings level, how they earned profits, Operational Profit or Investing Profit or financing Profit….etc. You have considered any Auditor comments in their report.

    08. Consider No of shares issued. How many lodged in CDS. % having in major share holders. Then you will have a clear idea about trading qty. If high volumes more sellers will come.

    09. You have to be Always Study last 04-05 weeks share moving pattern. If you can see changing hands in considerable volumes, probably that stock up side. (Not always).

    10. Consider Sector wise Business Trend in Sri Lana & World wide : e.g.: Tea, Rubber Prices, Construction improvements, Oil price movements, Tourist arrivals, daily USD/GBP variations, Inflations, Interest rates, AWPLR variations, etc

    11. You have to be referring stock market broker’s research reports/recommendations.

    12. IMPORTANT: if you are a short term trader, take quick decisions. (If stock coming down, then sell it & re-invest in profitable stock. Your loss is minimizing).

    13. Communications: discussions with friends who dealing with other stock brokers.

    14. IMPORTANT: (as you mentioned several times) FUNDAMENTALS, FUTURE BUSINESS GROWTHS, EXPANSIONS, DEBTOR LEVELS, GEARINGS, ……ETC

    Considering above all, you can identify stocks with an own strategy & get more returns.

    I don’t have a lot more time to write more things to this forum, because of time & my job. That’s why less contribution to this forum. But, if I saw, quickly I will highlight more stocks in future.

    By using above stratergy, Several times in this forum I have mentioned (last 05 months) the following shares to be reach the following levels.

    #HAYL - Hayleys 185/- level I mentioned to be reach Rs.300/- level.
    #HAYC - Haycarb 90/- level I mentioned to be reach Rs.190/- level.
    #KOTA - Kotagala 44/- level I mentioned to be reach Rs.66/- level.
    #LCEY – Lankem 66/- level I mentioned to be reach Rs.112/- level.
    #SINS – Singer 88/- level I mentioned to be reach Rs.120/- level.
    #BFL – Bairaha 49/- level I mentioned to be reach Rs.72/- level.
    #HSIG – Hotel Sigiriya 52/- level I mentioned to be reach Rs.66/- level.
    #BALA – Balangoda 26/- level I mentioned to be reach Rs.40/- level.
    #LION – Lion 78/- level I mentioned to be reach Rs.100/- level.
    #KVAL – Kelanivally 51/- level I mentioned to be reach Rs.66/- level.

    All happened. Good luck for Profitable trading.
  • [Updated] Marketwatch's analys... reply from shaikanwar, 24 Jun 10
  • MW, Re your request to name your list, I have copied below your
    reply from MarketWatch, 16 Apr 10
    This what I said in December 2009


    We must be prepared to buy following stocks aggressively if prices come down during next 11 months? I don’t think it will come down to those levels.

    #JKH below Rs.100/
    #SPEN below Rs.300/
    #SAMP below Rs.150
    #HNB below Rs.100
    #COMB below Rs.100
    #coco below Rs.20
    #HASU below Rs.30/-
    #haly below Rs.125/-
    #RICH below Rs.40/-
    #Dfcc below Rs.80/-
    #NDB below Rs.80/-
    #HHL BELOW Rs 80-
    #LCEY below Rs.35/-

    Remember even if market come down it will create some attractive opportunities for new players and those who missed some attractive stocks.
  • [Updated] #PHAR,#LCEY reply from stock picks, 11 Jun 10
  • Hi imtiaz107e6,

    interms of #LCEY the 10.37 figure is for the company ONLY. and the Group EPS is 19.80. (which includes the accumulated profits coming from #EBCR & #CFLB)

    Thus when forecasting their future market value we need to consider 19.80
  • [Updated] #PHAR,#LCEY reply from imtiaz107e6, 11 Jun 10
  • Hi chpubz

    You have mentioned #LCEY EPS as 19.80. But the company's financial statements shows it as 10.37 which is un audited. Pls explain. It seems to me that #LCEY final quarter has not been good compared to the previous 3 quarters. Am I right?
  • [Updated] #PHAR,#LCEY reply from chpubz, 11 Jun 10
  • Hi,
    #LCEY EPS is 19.8
    SO PE ratio is around 5.9
    current market PE ratio is more than 18.
    So i guess its a fundamentally strong company.And can expect a good return from it.
  • [Updated] Can you name current... reply from chpubz, 6 Jun 10
  • Hi MW,
    Thanx for sahring your thoughts with us.They are always very useful for new comers like us.
    But what about #LCEY and #HAYC. Based on the earnings they look very attractive.We saw a big rally around EBCR last week after they published a healthy financial statement with a high EPS.Will it be the same around HAYC and LCEY?
  • [Updated] Time to watch breako... reply from dnr, 3 Jun 10
  • MW, is #LCEY a keep or sell in the short-term? I am convinced that its significantly undervalued but seems there is too much selling pressure. Only few buyers.
  • [Updated] #LCEY selling pressu... reply from cse.see, 1 Jun 10
  • Quarter on quarter #LCEY profits droped.
    That's the reason for sellinf pressure.
    #LCEY price will stable between Rs.105/- to Rs.115/- level in short term period.
    But, Keep eye on this will still undervalue share.
  • [Updated] Watch 4270 on ASI th... reply from fair investe, 30 May 10
  • ohh common Rohit how can I buy #LCEY again if only 11600 shares traded even bellow 63 on 24th and 25th of March.
    Also over 68000 shares traded between 64-66 from 17th 21th March.It didn't give a green signal on that level. How I get a 100% guarantee whether your system will give me a green a signal when only 3500 shares traded on 62 on 25th of March.

    Technical analysis might gives you the right entry and exit points most of the time but might not with enough volume ;-)

    Surely all the people will not get the chance since only small volume traded bellow 65. If I went to take small profit I might lost 90% (65 to 115) profit I have gained from LCEY.
    There were people collecting LCEY during last quarter (first 20 share holders hold 86.78% which was 86.48% on December). That's why we needs not to be panic when prices going down in small amounts

    Who says DOCK is fundamentally strong on that level. What is their PER before the collapse ?
  • [Updated] Watch 4270 on ASI th... reply from rohit, 30 May 10
  • Yeps
    read the full post #LCEY consolidated and even corrected around 5% since March 10 till it got the final breakout of momentum above 68 as it was indicated in that post.
    So, if you have sold LCEY on my call then you would have got a better entry opportunity at 62 or after 10 days above 68 when the momentum came back.

    Technical analysis gives you the right entry and exit points most of the time - Have you seen that in this entire bull market #DOCK has done nothing though it was claimed to be fundamentally too strong. read my post on http://lankaswingtrading.com - dock in a dock

    Charts only reveal they never predict

    Rohit
  • [Updated] Rubber Plantation co... reply from innam, 29 May 10
  • #LCEY and #EBCR results are good because they are exposed to rubber through their subsidiary #KOTA. If you think "Rubber prices in the world are skyrocketing" then the two shares will continue to do well....This is only my view & I,m going to stick to it.
  • [Updated] Watch 4270 on ASI th... reply from fair investe, 29 May 10
  • Hi Rohit,
    Nice to see you in the forum after long time.
    My personal opinion is some of the over valued company will go down but most of the company will have a up side.
    For an example #LCEY still PER is bellow 6. #EBCR bellow 3. How can they rated as over valued while you are getting 6% interest when you save it in the bank. If people take profits on 120 assuming LCEY or share market is over valued where they left to put those money? I think this is the first question come to mind of all the investors. Still no good second choice.
  • [Updated] #EBCR, LCEY......... reply from stock picks, 28 May 10
  • Hi Chabu,

    #LCEY is well poised to pass Rs 140/= with an annual EPS of almost 20/- and I'm pretty sure #EBCR too is attractive at the current levels...

    but as 'fairinveste' has highlighted, please red through some of the older posts of the forum as well!!!
  • [Updated] Hurry Up.....Buy #LC... reply from rehan, 26 May 10
  • Hey cse.see,

    I think it would be best to mention why members should buy #LCEY as opposed to just stating that they should buy it as new members may not be aware of your previous posts.

    You can edit this post and if your unsure just let me know.

    Thanks,
    Rehan
  • [Updated] Can you name markets... reply from cse.see, 25 May 10
  • Best markets’ value gems.........
    #BFL
    #BALA
    #HAYL

    Undervalued groups and stocks.....
    #LCEY
    #BFL
    #SINS
    #HAYL

    Growth stocks.......
    #HAYC
    #DIPD
    #DIST
    #HAYL
    #KOTA
  • [Updated] #LCEY reply from pakka111, 24 May 10
  • Why not !!!
    Do you know any other share which has a EPS of 25 - 30 trading at any price of below 150/=.
    I think #lcey has shares of #LDEV as well.
    #LDEV has also increased their profits.
    So it will add up.
    I think we can expect another bull run in #LCEY when they publish the annual report.
  • [Updated] Adding # BFL #LCEY ... reply from MarketWatch, 19 May 10
  • Do not take one-month approach. I think it is better to go for four-month approach. Because some stocks will have good run. There will be some good run including fundamentally weak stocks at the end of this month and in June.

    Short term trading in any types of market is very dangerous.

    Everybody should have their own successful strategy/

    We should not miss some lifetime opportunity by trading within the short period.

    I believe long-term approach is the best. We should fall in love with some special stocks.
    We should not fall in love with some other stocks.

    Globally markets go up and down. However, poultry stocks are outperforming the market. Most of them are going up. Particularly powerful poultry food stocks will go up further.

    They will outperform market in 2010 and 2011. They have become favourite picks even among top investment bank and top trend technical analysts now

    For me #BFL is more attractive than any other poultry stocks in the world.

    Now traders and investors are paying premium for both #LCEY AND #HALY due to their earnings. In the banking sector, #COMB has done well. Another food stock in Sri-Lanka #nest broke Rs.600/ barrier today.

    In short, food, agri based, travel and tourism based and hot beverage companies will do well.

    Companies such as #HAYL, #SPEN also should benefit. There is a possibility that #SPEN will reach Rs.2000 barrier.


    Keep an eye on groups rallies time to time.
  • [Updated] Next Hot Stock reply from cse.see, 19 May 10
  • With in One Month.....

    #LCEY to break Rs.130/- plus
    #SINS to break Rs.120/-
    #HAYL to break Rs.325/- plus
    #BFL to break Rs.64/-
    #MGT to break Rs.45/-
  • [Updated] Next Hot Stock reply from innam, 19 May 10
  • for a one month time horizon it should be #HDFC, within the next month they will file their annual report and they should declare a dividend of 5-10 rupees. The share should have a 15% upside over the next one month.
    #LCEY and #EBCR also have strong upside but their results may only be out at the end of June.
  • [Updated] #PDL reply from Cashcow, 10 May 10
  • I also concentrated on those shares. it seems i have pretty decent profit from it and still i have shares with me expecting that #LCEY may reach 120 in near future. #CWM and #LDEV are also link with #LCEY and can predict good returns
    good luck
  • [Updated] #CFLB Vs. #LCEY reply from innam, 30 Apr 10
  • #LCEY and #EBCR have more potential than CFLB.
    #LCEY is the main revenue generator in the group.
    EBCR owns 50% of LCEY and 50% of EBCR is in turn owned by CFLB....50% of LCEY profits will be consolidated to EBCR (only 30% of LCEY profits will get consolidated to CFLB).
    also CFLB has 36 million outstanding shares so the 30% of LCEY profits+attributable COLO profits gets spread amongst 36 million shares to end up as the EPS. EBCR only has 2.3 million shares so 50% of LCEY profits gets spread amongst 2.3 million shares to end up as the EPS.
    CFLB does have potential but on a relative basis LCEY and EBCR are more under valued than CFLB.
  • [Updated] #BALA is not a large... reply from cse, 30 Apr 10
  • You are not consistent with your comments MW.
    For a comment you made about #LCEY, you mentioned oil price will increase and it will be a future risk for LCEY
    http://investnow.lk/2010/04/01/good-price-to-buy/807/2497/

    But when it comes to rubber plantation companies(#KGAL,#KVAL,#KOTA) your prediction is oil price will go down.
  • [Updated] #LCEY (re-update) reply from cse, 27 Apr 10
  • Thank innam
    Seems like both #LCEY and #EBCR are strong buying at current levels.
  • [Updated] Market Break 4100 reply from cse.see, 23 Apr 10
  • Closly Monitor, Strong stocks are running & running......
    #HAYC reach Rs.190/- mark.....target Rs.240/-
    #RCL reach Rs.139/- mark.....target Rs.163/-
    #HAYL reah Rs.273.50 mark....target Rs.340/-
    #LCEY reach Rs.91.50 mark.....target Rs.125/-
    #HHL reach Rs.140/- mark......target Rs.165/-
  • [Updated] Overvalued Market reply from cse.see, 23 Apr 10
  • No. Not. Sri Lankan Market is not overvalued.
    Yes. Some of Sectors (like Hotels) overvalued. (But with predictabale earnings in comming year).
    Market will reach 4400 - 4500 level by end June'2010.

    Possitive factors to Sri Lankan Market :
    1. Central Bank of Sri Lanka has forecast a 6.5 % economic growth for the country in year 2010.
    2. Stable government to adopt consistent economic policies in the country.
    3. Expected boom in the Tourism sector in future. Tourist arrivals to the country has increased after the end of 30 year old civil war & already recorded a 50.3% growth so far for the year 2010. ( JAN - MARCH).
    4. The Economic growth in future is expected to be well supported by the development activities in the Construction & the Agricultural sectors as well.
    5. Sri Lanka Share Market (Colombo Stock Exchange) ranked No 01 in Asia & second best in the world in 2009. We are the best performing stock exchange in Asia so far for year 2010.
    6. Announcement of the holding an Indian film festival in Sri Lanka will boost the hotels sector.
    7. Expected positive earnings by the listed companies in future.
    8. Can expect more foreign investment confidency about Sri Lanka.

    This is time for Market correction. Fundamentally strong stocks moving day by day. Look Blue chip companies & Banks. #CTC, #HAYL, #COMB, #SAMP.

    I personaly thinking all attractive shares, quickly will adjust with Current Market P/E. Market P/E is about 16 - 18 times. (With ASI 4000 level).

    My prediction (next 06 months) Market will run as follows (few eg) :

    By Apr'10 to Jun'10 Quarter
    #SAMP to reach Rs.350/-
    #HAYL to reach Rs.375/-
    #COMB to reach Rs.320/-
    #CTC to reach Rs.400/-
    #HAYC to reach Rs.250/-
    #LCEY to reach Rs.130/-
    #KOTA to reach Rs.85/-
    #DOCK to reach Rs.325/-
    #RCL to reach Rs.160/-

    By Jul'10 to Sep'10 Quarter
    #JKH to reach Rs.250/-
    #NDB to reach Rs.290/-
    #DFCC to reach Rs.300/-
    #KVAL to reach Rs.100/-
    #DIPD to reach Rs.175/-
    #HAYC to reach Rs.275/-

    06 months earlier if you invest some money, now you hav a 100% return. most of stocks more than double now. Still, you all not late. As a short term investor (03 months) clearly you have a more than 30% return in CSE. (If you deposit your money in Bank (FD), after 01 year period you can earn only less than 8%).
  • [Updated] Is this the time for... reply from cse.see, 21 Apr 10
  • One & half month earlier, I have several times mentioned that #LCEY to reach Rs.90/- level, #KOTA to reach Rs.65/- level and #HAYL to reach Rs.260/- level by end Apr'10.
    Today all companies reach to this level. Hayleys has marked Rs.260/-. Lankem marked 89.75 last week. Kotagala pass 62/-.
    Who followed my comments, now they have more than 20% return.
    Still these shares undervalue in the market.
    #LCEY will break Rs.120/- with in next 05 weeks.
    #KOTA will reach Rs.80/- by mid May'10.
    #HAYL will break Rs.320/- by mid of May'10.
    We have to closly monitor #HAYC share. I think this will quickly start their next rally. It may be Clombo Dockyard . Possibilty to break Rs.220/- level again & pass to 260/- or more.
  • [Updated] Is this the time for... reply from cse, 21 Apr 10
  • @cse.see

    Also companies which explored to plantation.
    #LCEY : One of the largest tea producer in the island (Agarapathana + kotagala)
    One of the largest rubber producer ( kotagala)
    RICH , Dip products
  • [Updated] #KFP VS #BFL_ Two st... reply from cse, 20 Apr 10
  • How about #LCEY ?

    They have a subsidiary I think it is sun agro or ... . Cannot remember exactly

    for #LCEY
    last quarter EPS = 12
    trading around 90.
  • [Updated] What should be our s... reply from MarketWatch, 16 Apr 10
  • This what I said in December 2009

    If you can see rubber prices are going to go up after May 2010 then current #KGAL price is attractive.

    January 9th I said

    Some of the stocks to watch during next two months are:

    #DCOK
    #CFIN
    #LFIN
    #BFL
    #BALA
    #MAL
    #KGAL
    #NDB
    #DFCC

    8th January


    This is what pissa6666 said

    Reply from pissa6666, 15 days ago for my another question.

    Friends, thanks for very healthy discussion based on your research findings.

    Basically, my intention of suggesting #BALA as an investment stock were:

    1. Sound financials
    2. Less gearing
    3. Good short term investment / deposits which cushions short term crises
    4. Prudent management
    5. Investment / strategy to plough back for sustainable production capacity
    6. Conservative dividend payment policy which ensures some return to the shareholder while ploughing back the profits

    Traders will attach excessive importance on quarterly profits. For them, now to exit and re-enter after price effect based on 31 Dec.09 financials make perfect sense.

    If we look at investment portfolio, given that the risks identified by you both are digestible(based on individual risk appetite), I would say #BALA is one of the best stocks for medium to long term value creation.

    If tea industry should sink, #BALA will be among the last companies to sink, provided Govt. completely turns a blind eye.

    What I feel is, we should not attach undue importance to a one off provision figure, created by the back dated wage agreement.

    This is what I said.

    Currently there is demand for #BFL in the Agri-business sector and #KGAL and #BALA in the plantation sector now


    I will post my updated stocks to watch during next 12 weeks including range bound for some stocks.

    We will have to rerate some stocks due to higher ROE, higher earning per share, lower debt level, strong demand for their products and attractive valuations during next 12 weeks. We will have to downgrade some over valued stocks and we can talk some stocks to sell once they become overpriced in the future.

    Some of my recent posting:

    Yes. It is interesting.

    Main Interesting thing for me is;

    State funds are going to invest in shares aggressively. It is a major move in capital market in Sri-Lanka. It will improve liquidity further.

    I like to see what types of stocks they are going to invest in this time?

    Ceybank unit trust (Government own Bank of Ceylon as one of the shareholders) so far have given attractive returns to unit holders. Their fund management is better than private sector in selecting some stocks. Even recently through their funds have bought valuable undervalued stocks in small and mid caps.

    NSB also has good strategy in buying and selling shares.

    Sri-Lanka Insurance also has some attractive stocks in their portfolios.

    With recent policy decision retirement funds such as EPF, ETF can make big impact in the market.

    Globally we can expect following during next 10 years;

    Sector and subgroup oriented bull markets
    Sideway markets
    Volatility
    Strong bull markets or Major up trends
    Up and down markets periodically
    Bear Markets
    Panic situation and market crash

    Those new to the markets:

    I said in the current market those who have experience and knowledge will have edge over others.

    Some stocks will have aggressive buying and selling time to time
    We can not win all the times
    Markets will not go up down continuously
    There are different players in the market
    Market is 100% not efficient.
    Stock and commodity will not go to the zero except bankrupts one.
    Some companies will disappear from the markets time to come.
    Sometimes market will not listen to fundamentals and technicals
    Technical analysts will tell you support levels. Once they break they are telling now we should take them as resistance levels. They are not also sure about the market trend. So they have introduced stop losses.

    In the short term market is like weighing machine
    Identifying General market conditions are better than other indicators
    In panic situations players will sell some attractive value stocks as well.

    Best investment strategy:

    Always buy (invest) in undervalued stocks with great potential
    Have a time horizon.
    Try to identify some extremely bullish stocks with more than 10 baggers characteristics
    We can not select all wining stocks. Once we find one attractive stock even we can cover losses of other stocks. We get these types of stocks once in life time.
    Learn to identify stocks similar to #Wata, #Soy, #KVAL and #Nest in advance. Those types of stocks are good for any type of market situation.

    We must be prepared to buy following stocks aggressively if prices come down during next 11 months? I don’t think it will come down to those levels.

    #JKH below Rs.100/
    #SPEN below Rs.300/
    #SAMP below Rs.150
    #HNB below Rs.100
    #COMB below Rs.100
    #coco below Rs.20
    #HASU below Rs.30/-
    #haly below Rs.125/-
    #RICH below Rs.40/-
    #Dfcc below Rs.80/-
    #NDB below Rs.80/-
    #HHL BELOW Rs 80-
    #LCEY below Rs.35/-

    Remember even if market come down it will create some attractive opportunities for new players and those who missed some attractive stocks.
  • [Updated] #LITE reply from innam, 15 Apr 10
  • investors are chasing the lankem group shares now. all related group shares #EBCR #LCEY #CFLB #LITE #CIT #LDEV are up today
  • [Updated] #LCEY rally started reply from fair investe, 12 Apr 10
  • 20,000 shares (1.4 million rupees) has been purchased by a #LCEY director or some connected party (71.50-72).
    Seems like Lankem has good result also in the last quarter.
  • [Updated] #LCEY reply from innam, 12 Apr 10
  • #LCEY went past 75 today. Sometimes fundamentals and some patience does work...
  • [Updated] any improvement on B... reply from sajcolombo, 8 Apr 10
  • MW,

    Do you think #BFL and #LCEY are still worth to accumelate?

    Current market prices are #BFL -38 and #LCEY -68.50.

    Pls advise.........
  • [Updated] Good price to buy...... reply from MarketWatch, 2 Apr 10
  • In short all of the above companies mentioned by SajColombo are attractive when compare with market P/E ratio, due to earnings and future earnings, due to demand for their products etc.

    One member mentioned about #LCEY when it was trading around Rs.40 last year somewhere in June. Now it has appreciated to Rs.65/-

    We must establish there range bound as well before buying LCEY. It is better to buy in a lower range bound than a higher range bound.

    For example I said lower range bound for GREG is Rs.100/-. It came down to that level last week. We may have to change their lower range again after studying action, pattern and movements during next seven weeks.
  • [Updated] Good price to buy...... reply from fair investe, 2 Apr 10
  • #LCEY is a strong buy at current values.
    http://www.google.lk/url?sa=t&source=web&ct=res&cd=2&ved=0CCcQFjAB&url=http%3A%2F%2Fwww.ashaphillip.net%2Freports%2FMRR-Weekly%2520Review%2520on%252019-02-2010.pdf&ei=ylOsS_3ZMNPGrAeZrPymAQ&usg=AFQjCNEjwIBpiJrUVHIwnZ4vsk6I1jgMmg

    #KVAL is also a very good buy since it is very much explored to the rubber.

    #BALA and #CFLB are good at current values,but as innam said LCEY is better place than CFLB since CFLB access major revenue streams though LCEY.
  • [Updated] #LCEY reply from Guru, 31 Mar 10
  • #LCEY volume traded is going up... today 31-03-2010 alone 250K +
  • [Updated] #CWM reply from cse.see, 30 Mar 10
  • Hi Jana,
    Can you guess which % of return from #CWM with in next couple of months....?
    My suggestion is do not depend on Dr senthilvel or others.
    Think fundamentaly & invest your money, with potential growth stocks.
    If not good return, better to sell that rather than waiting for a long term.
    Better to invest in #HAYL, #LCEY, #KOTA.
    Hayleys trading in Rs.225/-. Lankem Rs.65/-. Kotagala Rs.45/-.
    But, keep your eye on with this stocks. Posibility to Hayleys price go up to Rs.300/- or more in mid of June'10. Lankem will pass Rs.90/- in June'10. Kotagala can go to 65/- in June'10.
    Think % of return.
  • [Updated] Market reply from MarketWatch, 23 Mar 10
  • Those new to the markets:

    I said in the current market those who have experience and knowledge will have edge over others.

    Some stocks will have aggressive buying and selling time to time
    We can not win all the times
    Markets will not go up down continuously
    There are different players in the market
    Market is 100% not efficient.
    Stock and commodity will not go to the zero except bankrupts one.
    Some companies will disappear from the markets time to come.
    Sometimes market will not listen to fundamentals and technicals
    Technical analysts will tell you support levels. Once they break they are telling now we should take them as resistance levels. They are not also sure about the market trend. So they have introduced stop losses.

    In the short term market is like weighing machine
    Identifying General market conditions are better than other indicators
    In panic situations players will sell some attractive value stocks as well.

    Best investment strategy:

    Always buy (invest) in undervalued stocks with great potential
    Have a time horizon.
    Try to identify some extremely bullish stocks with more than 10 baggers characteristics
    We can not select all wining stocks. Once we find one attractive stock even we can cover losses of other stocks. We get these types of stocks once in life time.
    Learn to identify stocks similar to #Wata, #Soy, #KVAL and #Nest in advance. Those types of stocks are good for any type of market situation.

    We must be prepared to buy following stocks aggressively if prices come down during next 11 months? I don’t think it will come down to those levels.

    #JKH below Rs.100/
    #SPEN below Rs.300/
    #SAMP below Rs.150
    #HNB below Rs.100
    #COMB below Rs.100
    #coco below Rs.20
    #HASU below Rs.30/-
    #haly below Rs.125/-
    #RICH below Rs.40/-
    #Dfcc below Rs.80/-
    #NDB below Rs.80/-
    #HHL BELOW Rs 80-
    #LCEY below Rs.35/-
    #KOTA below Rs.30/-

    Remember even if market come down it will create some attractive opportunities for new players and those who missed some attractive stocks.
  • [Updated] Market reply from cse.see, 23 Mar 10
  • I think this is the time for collecting mostly undervalue shares. But, before that you have to closly anlyze the future earnings.
    My recomendation is #HAYL , #LCEY , #KOTA . These you will have 25% to 40% return with in next 03 months.
    Other stocks DFCC, JKH, Royal Ceramics & Haycarb. But, return will less with compair to Hayleys, Lankem, Kotagala.
  • [Updated] #LCEY going to buy 1... reply from akp1973, 14 Mar 10
  • How will this affect #LCEY value & price?
    And #MARA share price? Number of issued shares of MARA has increased and it will make thier books clean.
  • [Updated] #LCEY reply from MarketWatch, 10 Mar 10
  • We should have patient for some. We should keep #Lcey under our radar now.

    Most important factors:

    Value and future earnings.

    We can see gradual growth in following areas first.

    Agri-Food sector

    Transportation

    Hotel and travel sector

    I forgot to mention Plantation sector. They also will announce good results.

    Then banking sector also will benefit.

    In the long run, many sectors will benefit such as cement, ceramic, cable, production and distributing and trading etc.

    Invest in fundamentally sound undervalued stocks now.
  • [Updated] #LCEY reply from fair investe, 10 Mar 10
  • Hi Rohit,
    you said #LCEY rise 45% and now you think there might be a correction. But I think a correction brought the LCEY to 65-70 level. Last quarter results were amazing for the LCEY (EPS = 12, NAV = 69) so a correction was happened. Also I think that with the high rubber prices of this quarter, LCEY will extend their EPS to 20-25 level. Therefore base is the 65 level. Also new subsidiaries (CWM, Sunagro) which going to be performed since 2010, will not only extend their revenue segments,but also they will add values to their current businesses.
  • [Updated] Whats the best stock... reply from cse.see, 5 Mar 10
  • Dear Mission,
    Keep Your eye on with Following stocks. Thease are mostly undervalue.

    #LCEY (Lankem Ceylon PLC)
    Current Price 65/- . with the year end results it will pass Rs.125/- level (either to Rs.170/- level) easly. Hear you have a more than 100% return.

    #HAYL (Hayleys PLC)
    Current Price 220/-. with the year end results it will pass Rs.300/- level. We can see 40% return.

    #HAYC (Haycarb PLC)
    Keep your eye with this stock & see results in 4th Quarter.

    #KVAL & KOTA (Kelani Vally & Kotagala)
    Possibility to get more than 25% return with in next 03 months.
  • [Updated] Keep eye on #LCEY (L... reply from pmtrader, 3 Mar 10
  • Hi cse.see,

    Thanks for quick comparison. It seems #LCEY has good potential. But I think the business models of the two companies are quite different. Just a thought... are there any other company which is more comparable to #LCEY???
  • [Updated] Keep eye on #LCEY (L... reply from cse.see, 3 Mar 10
  • Here is little comparison with #LCEY and #HAYC.

    Trading Sector in CSE :
    Haycarb : Chemical & Pharmaceuticals
    Lankem : Chemical & Pharmaceuticals

    09 months ended EPS as at 31.12.2009 :
    Haycarb : 13.23
    Lankem : 13.17

    Last 04 quarters P/E Ratio :
    Haycarb : 10.7
    Lankem : 10.2

    Net asset Value per share :
    Haycarb : Rs.75.64
    Lankem : Rs.68.54

    Last quarter Profit :
    Haycarb : 124 Mn
    Lankem : 272 Mn

    Group Revenue 09 months ended :
    Haycarb : 3,738 Mn
    Lankem : 8,333 Mn

    Total Issued Share Capital :
    Haycarb : 29.7 Mn
    Lankem : 21.0 Mn

    Shares Lodged in CDS :
    Haycarb : 8,066,669 Shares
    Lankem : 6,349,866 Shares

    Share Price variation with in last 06 months :
    Haycarb : Rs.57.00 to Rs.218.00
    Lankem : Rs.44.00 to Rs.72.00

    Reason for Share Price variation :
    Haycarb : Published good results in last 02 quarter.
    Lankem : Published very high profit of 272 Mn in Dec’09 end quarter. We can expect with performing of Kotagala & CW Mackie, more profits in coming quarters. Then expected #LCEY rally will be start.

    Think little bit, #LCEY is mostly undervalue.
  • [Updated] Which companies will... reply from cse.see, 3 Mar 10
  • I think we have to keep our eye with #LCEY & #HAYL & #HAYC.

    There is a good possibility to make good profits in comming quarters for Lankem, Hayleys & Haycarb.

    I think Lankem & Hayleys mostly undervalue in current market.

    Lankem share to be trade more than Rs.100/- in these days. But, it was settled in Rs.65/- level. Last two weeks lots of traded Between 65/- to 72/- level.

    If you review Hayleys, share is worth more than Rs.260/- level. Seems to be annualized EPS is 14 level. P/E Ratio is 20 times. Can be go up to 14 x 20 = Rs.280/- level.
  • [Updated] Time to identify str... reply from cse.see, 2 Mar 10
  • Yes. I agree with you. This is the time to closely monitor & identify the strong stocks.

    As example stocks such as #HALY and #LCEY are very strong with their future earnings. Actually Hayleys & Lankem are the most undervalue stocks in current market. These are hidden gems.

    These days, all market players are running with bull stocks & not with market fundamentals. Little analysis as follows,

    #HAYL (Hayleys PLC) :
    Trading in Diversified Holding Sector.
    Operating in Manufacturing Sector, Agri Sector, Plantation sector, Transportation sector, Leisure sector, Consumer & Industry inputs sector.....etc
    Cash Flow from Operating Activities is very strong.
    Debtors 50% of the Current Assets.
    New Management.
    Huge demand in Plantations, Leisure, Agri & Transportation Sectors.
    Therefore, seems to be strong future.
    09 months EPS 11.09.
    Predictable Annualized EPS 14.78.
    PER for last 04 quarters 20.9.
    Then, Share price to be adjust with 14.78 X 20.9 = Rs.308/- level.
    We can expect this share price adjustment with in next couple of months.

    #LCEY (Lankem Ceylon) :
    Trading in Chemical & Pharmaceutical sector. But, Lankem is seems to be part of Diversified company. Because of,
    Operating in Chemical Sector, Consumer Sector, Hardware sector, Construction sector, Leisure(Hotel) sector, Plantation sector, Investment Sector.
    Cash Flow from Operating Activities is very good.
    Debtors 39% of the Current Assets.
    Huge demand in Plantations, Leisure, Agri & Construction Sectors.
    Expecting more income from Investing in #CWM.
    Therefore, seems to be strong future.
    09 months EPS 13.17.
    Predictable Annualized EPS 17.56.
    PER for last 04 quarters 10.2.
    Then, Share price to be adjust with 17.56 x 10.2 = Rs.179/- level.
    This price will be adjust quickly.
  • [Updated] #LCEY reply from cse.see, 1 Mar 10
  • If you go to #LCEY order book, you can see more than 200,000 (total no of shares) sellers between price of Rs.68/- to 72/-.
    So, we can guess if someone has collect this lot (that mean pass Rs.72/- level) rally will be start.
  • [Updated] Will there be upward... reply from cse.see, 1 Mar 10
  • I think something is wrong in the Market P/E.
    As eg: if You look stock such as #LCEY is most undervalue in the market. It is trading around Rs.65/-. But 09 months ended EPS is 13.17.
    Accordingly P/E is 4.93.
    According to the Fundamentals, #LCEY share to be trade more than Rs.100/-.
  • [Updated] #LCEY reply from himesh, 27 Feb 10
  • As I found from the AR's interview, acquisition of the #CWM will bring a bright future to #LCEY

    * LCEY will enter to the food production and manufacturing sectors in a big way.
    * CWM will be riched with the foods of the LCEY
    * LCEY will be able to increase the demand for the fertilizer and chemicals through new agreement with farmers.
    * CWM will manufactor more rubber related products.
    * KOTA will be backed by CWM.
    * LCEY will able to resolve the forign currency risk.

    Hi all, actually I don't know the correct situation (how many of them are true or how many of them are mysteries and how many of them are impossible to achieve). But keep your eye on these news and don't wait until they are announced officially. Do research and let us also know. Otherwise it will be more expensive to catch #LCEY.
  • [Updated] #LCEY reply from ckb1975, 27 Feb 10
  • I have just now analyse the 09 months accounts of #LCEY. Their EPS 09 months 13.17. if annualize it 17.56. Lankem Ceylon last 04 quarters P/E Ratio is 8.8 times. Then Share Price is goes to 17.56 x 8.8 = Rs.154/- . I think this is a very good investment. #LCEY will quickly adjust the price with Fundamentals.

    Current Price is Rs.65/-. This is very good to buy. I think here will be a 100% return. #LCEY will pass Rs.120/- to 150/- mark with in next couple of months. This is real Hidden gem in stock market.

    These factors also to be consider.
    #LCEY last quarter Profit is Rs.272 Mn. This is massive increse. Part of #CWM profit also will added in next quarter. Plantation sector also going well. Therefore, #LCEY Share price will quickly go up just like a rally happend to #HAYC in last 03 months.
  • [Updated] #LCEY reply from hdasoka, 26 Feb 10
  • I agree with innam #LCEY IS great value stock when compairing its future value. But it will take more time market to realize it. But with its future earnings i think it will pass 100 level easily within next two months. So we have to wait and see. And Again this is a good oportunity those who still not have included #LCEY In their potfolio to buy it.
  • [Updated] #LCEY reply from rehan, 26 Feb 10
  • agreed. investors are being ill-informed of what stocks are good to buy and for what reasons. like #LCEY and #BFL we need to be patient, once the market sets it's sights on them we should have already accumulated and not start chasing them. Oh #GREG !
  • [Updated] #LCEY STRONG BUY ? reply from hdasoka, 19 Feb 10
  • Thanks innam,
    And I like to know what is the % (or number of share) do you like to have your portfolio in #LCEY to get maximum benifit while minimising the risk.
  • [Updated] #LCEY STRONG BUY ? reply from innam, 19 Feb 10
  • this is what i posted 7 days ago-
    LCEY posted strong results. 3 month EPS was 12.99 (last year's was 3.11) and 9 month EPS was 13.17 (last year's was 12.38). Both LCEY and RICH were helped by plantations performance. #RICH had a profit after a long time.
    #LCEY is taking over #CWM so LCEY right now looks like a strong buy. Only downside risk is that it is exposed to plantations so their future outlook depends on the plantations continuing to do well.....

    looking at how the price has moved from 50 to 66 since then it looks like LCEY will rally like HAYC did. There's a strong possibilty that LCEY will go past 100. Both plantations subsidiaries will have a good March quarter and CWM will get part consolidated to the group in the March quarter so the year end EPS will be more than 25.
  • [Updated] #CWM reply from innam, 22 Jan 10
  • buyers were #LCEY and a related company #KOTA looks like a good deal for #LCEY to take over a trading company for a good price.
  • [Updated] What will the hottes... reply from amanathilake, 25 Jun 09
  • These sectors have a long way to go.........
    ----------------------------------
    Hotel & Travel - Tourism has a long way to go. Select few undervalued good hotels and invest, but it's a long term play. Cancellation of global travel advisories is vital for further BIG move...
    Sri Lanka "the small miracle" has a story to tell the world.

    ------------------------------
    Construction - CSE's C&E sector has few companies but there are so many construction related companies here.

    #DOCK - not so attractive, they are solely engaged in shipping and engineering related businesses, but there's big downturn in this sector because global recession. If we want to make good return from #DOCK we have to wait for a long time until the end of global recession...After a long time #DOCK will give u a massive return. But there are many other picks which can give u returns earlier than #DOCK.

    Cement
    We have only 2 companies.
    #LCEM. - if KKS factory begin, a huge boom can be expected.
    #TKYO.N0000 - Now the war is finished. Huge infrastructure development in North East can be expected. Every construction, rehabilitation, development project needs Cement. It's a must for that industry. And also we must not forget that there a program in rural areas to concrete all the roads. It's going on very successful manner. All these projects are based on cement. Sri lanka's cement supply is very much less than the real demand now. And also we have very limited number of cement companies. #TKYO.N must be a good player in the market soon. It's still not performed in the market.
    ##TKYO.X (non voting) - still interesting with 2% dividend of share price.
    Thanks Bandara you also remind me about it few days back. I bought, when it at 11.00. I think ur next pick #LITE will on the move soon!!!!!

    Tiles - There's matter with global downturn, EXPORTS, but not yet performed.

    Cables - A tremendous potential inside, #KCAB is far away now, it's gone. But the mother company #ACL which has a market share about 80% still not moved that far. Very very attractive at 48-49/=.
    -------------------------------
    Agriculture -
    After the war this is the sector which stands like the Phoenix before any other.
    "We should stick to the basics when investing."
    #CIC - if you think for long term pick, this is the most suitable. No comparisons. #CIC is not yet performed on their full capacity according to me.
    #LCEY - Lankem Ceylon - I posted about this before. "Thanks again, Chabitha" it's a very attractive pick at current price levels 38-40/=.
    "BUY" at once, just after the selling pressure going now.

    Dairy - #LAMB - not yet performed well. Huge potential inside. Share value must be around 22/= . But trading price is around 13/=
    Nestle

    Poultry - #BFL, #TAFL, #GRAN, #CIC

    --------------------------
    Trading - A major boom with A9 road free transportation of goods.
    #BRWN - Still attractive
    #TESS - very attractive at current price levels. 0.90-1.00, few days back GOV lifted the ban on fishing. And tess is engaged in agriculture too. A very good company to invest. Huge potential to grow in medium and long term.

    Good Hunting!
    Amane
    --------------------------------------------
    Just feel free to comment.........
  • [Updated] What is your next pi... reply from amanathilake, 19 Jun 09
  • oh dear!,
    THANKS a lot chabitha for ur insights......i really appreciate it......
    And also i must tell you that i don't own any #LCEY shares up to now.

    And i take this opportunity to thank Nizam for generous comments he made here. I really appreciate you, there may be doubts, chaos, errors but the comments, thoughts and insights are really important.
    Thanx again Nizam.

    Hey Nizam, and i think ur pick #BFL has a very good future potential. It's the hidden gem. but i'm not quite sure about ur other pick. It may be #TESS. Ha! Ha! Ha!
  • [Updated] What is your next pi... reply from chabitha, 19 Jun 09
  • You may find Reports of #LCEY by surfing. No doubt the company is very attractive at current price levels (40) , I carefully investigated past transactions of #LCEY and found the reason for not performing the counter , which is continuous selling in the counter probably by a major shareholder and may have to wait a little until selling pressure gets wiped out.