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TWOD, Touchwood Investment Ltd

34.8 LKR down 0.1 or -0.3% chg. 132,300 vol. 4,580,260 tnvr. 117 trades
Last traded 1 min ago

Mentioned in 51 posts...

  • [Updated] #TWOD

  • Will it go further up ??
  • 0 replies posted by upuldi, 3 days ago

  • [Updated] #TWOD

  • Increases asset base with rights issue: Touchwood plants 350 acres of mahogany Ramani KANGARAARACHCHI Touchwood the only agro-forestation company in Sri Lanka has commenced...
  • 0 replies posted by killer, 11 days ago

  • [Updated] #TWOD

  • 80% of the Balance sheet value comprises Biological assets. The Net book value of the company in 2010 stands at Rs.249.64 /share compared to Rs.102.72/share in 2005. The pres...
  • 8 replies, SISA 15 days ago posted by rehanbb, 15 days ago

  • [Updated] #TWOD

  • Any news about the court case . TWOD gradually moving up daily on avearage by 5%-6%. Any updates .....
  • 9 replies, rad 18 days ago posted by rehanbb, 19 days ago

  • [Updated] #TWOD

  • Any news on the verdict?
  • 2 replies, smalik 19 days ago posted by smalik, 19 days ago

  • [Updated] Large number of trades for #TWOD

  • Does anyone know the reason behind the large number of trades for TWOD? Is the court case verdict coming up soon? Seems like we may have a positive verdict.
  • 8 replies, greedy 19 days ago posted by lanki, 19 days ago

  • [Updated] #TWOD Court results...

  • Please be good enough to update us on the results of the court decision as soon as somebody gets to know bout it please...
  • 1 replies, rad 20 days ago posted by redhawk3000, 20 days ago

  • [Updated] #TWOD comment

  • TWOD earnings should come from sale of plots to new customers. Growth of trees will add value to NAPS (from plots owned by touchwood - not from growth of trees of land owned by cus...
  • 7 replies, stoka 20 days ago posted by stoka, 20 days ago

  • [Updated] #TWOD

  • TWOD number of shares has increase 8 times since 2010 March results. Price has dropped from 120 to approx 30+. Given the new shares added, what do you all think of the value of TWO...
  • 2 replies, nostradamus 22 days ago posted by stoka, 22 days ago

  • [Updated] #TWOD

  • Is it worth to buy touchwood? I inquired a person attached to touchwood he assured that 'touchwood' is running successfully.He added that they are paying more than the projected ...
  • 2 replies, rad 22 days ago posted by kumanan, 23 days ago

  • [Updated] #TWOD

  • is it worth to buy #twod at current value when the market is facing a bare run. I saw there is a very large quantity of 1143000 of shares are offered by 105 sellers. What is this p...
  • 1 replies, silva911 29 days ago posted by upuldi, 29 days ago

  • [Updated] #TWOD COURT VERDICT

  • Last week some members of this forum posted that court cause has won by company. But company didn’t inform to CSE.According to the listing rules they should informed. I would like ...
  • 3 replies, chinwi 6 Aug 10 posted by SISA, 6 Aug 10

  • [Updated] #TWOD

  • is it worth to buy #twod at current value when the market is facing a bare run. I saw there is a very large quantity of 1143000 of shares are offered by 105 sellers. What is this p...
  • 0 replies posted by upuldi, 6 Aug 10

  • [Updated] #TWOD

  • I was under the impression TWOD was actually a good company with a good future and that the price was going up only based on expectations of a favorable outcome in their court case...
  • 16 replies, Invest77 6 Aug 10 posted by Invest77, 3 Aug 10

  • [Updated] Will #TWOD price down again.

  • We saw there was a huge increase in #TWOD price and what you guys think about the price when trading starts again and. Will it be down around 27 to 28 level again? Please Commen...
  • 2 replies, shaeed 3 Aug 10 posted by madhawa125, 3 Aug 10

  • [Updated] #TWOD Touchwood Legal Victory

  • 22/07/2010 Touchwood Legal Victory Touchwood Forestry Co., Ltd (TFC) is pleased to announce that in the matter involving Agarwood Siam Co., Ltd.; the Department of Intellectual ...
  • 2 replies, chinwi 3 Aug 10 posted by shaeed, 3 Aug 10

  • [Updated] #Twod

  • I think it will reach 45
  • 2 replies, lblankfein 3 Aug 10 posted by MarketInvest, 2 Aug 10

  • [Updated] #TWOD and # PARQ

  • What would be the highest price for #TWOD tomorrow? Will #PARQ be the next rally? Is the current price 28/= a good bet for the share? Please share your thoughts Thanks
  • 0 replies posted by Tony12345, 2 Aug 10

  • [Updated] #TWOD and #CLND

  • Both have teak plantations. Are there any relationship between new accounting standards and plantations like teak,mahogany ?
  • 2 replies, cse.lk 2 Aug 10 posted by cse, 2 Aug 10

  • [Updated] #JINS , #CSEC , #TWOD , #TAFL

  • These stocks are prepared to run Last week. So We should keep eye on these stocks. #JINS , #CSEC , #TWOD , #TAFL #JINS is good stock to buy this level. #CSEC break past 13/...
  • 1 replies, nagaya 2 Aug 10 posted by Advisor, 1 Aug 10

  • [Updated] MONKEY STORY?

  • Is #TWOD another monkey story? Be careful! Why this share appreciated suddenly 26 to 32? Anybody knows reason? Thanks
  • 15 replies, DoctorJV 31 Jul 10 posted by SISA, 31 Jul 10

  • [Updated] Quality of Investnow.lk forum is coming down

  • I can see last few days; few people are buying different type of shares & then trying to push up(I think) by using this forum. They are not commenting basis/fundamentals for why i...
  • 27 replies, rehan 26 Jul 10 posted by cse.see, 22 Jul 10

  • [Updated] #TWOD,

  • Is it worth investing short term Increase in SH funds Rs.625 mn purley due to the revaluation of biological assets. Net current aseets on decline. Non CL increased, OD & Deb Ln...
  • 1 replies, lblankfein 7 Jun 10 posted by rehanbb, 7 Jun 10

  • [Updated] #TWOD

  • guys any news/ update of twod management and stock brokers meeting today???
  • 7 replies, lblankfein 2 Jun 10 posted by cse.lk, 2 Jun 10

  • [Updated] #TWOD EPS 37.16

  • is not it a good buy ??? EPS = 37.16 And NAV 252.53
  • 4 replies, aattanayake 2 Jun 10 posted by coolc, 1 Jun 10

  • [Updated] #TWOD

  • following article about TWOD on Sunday observer clik the link to view... http://www.sundayobserver.lk/2010/05/23/fin20.asp cheers
  • 2 replies, cse.lk 24 May 10 posted by cse.lk, 23 May 10

  • [Updated] #TWOD

  • Can any one comment on TWOD? is it good time to buy,
  • 0 replies posted by bond007, 17 May 10

  • [Updated] #TWOD

  • Leaving apart the controversy surrounding the accounting treatment of biological assets, the recent drive of the company to raise more capital and make the share more liquid is int...
  • 5 replies, MarketWatch 16 May 10 posted by pissa6666, 15 May 10

  • [Updated] #TWOD , #CSEC , #JINS

  • what do you thing about TWOD with the new annoncement? on moday what price will go. It will hold on that same price because subdivision 4:1. actually the after right issue Its b...
  • 2 replies, jana 16 May 10 posted by jana, 14 May 10

  • [Updated] #TWOD

  • TWOD moved up a lot today. Does anyone knows what happen with their accounting irregularities? Have they come to any settlements with the accounting body? If you have any info ...
  • 8 replies, aattanayake 21 Apr 10 posted by aattanayake, 20 Apr 10

  • [Updated] #TWOD Watch Closely

  • #TWOD tomorrow possible to move.........Watch Closely.
  • 1 replies, aattanayake 31 Mar 10 posted by ranka, 30 Mar 10

  • [Updated] #TWOD ?

  • Hi, I wish to find out the available research on #TWOD.
  • 0 replies posted by don.senaka, 10 Mar 10

  • [Updated] #SEYB and #TWOD

  • I think seyb is a undervalued stock for the moment.And as i know ceylinco group is recovering after golden key crisis.comparing to their balance sheet rs.47 is undervalued for me. ...
  • 3 replies, kishan 9 Mar 10 posted by kishan, 9 Mar 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] #JINS

  • all the insurance compay are going top price , only #jins is in undervalue. Actually I don't know about this stock. but just my sugestion , all insurance company making profit day...
  • 15 replies, vasy 15 Feb 10 posted by vasy, 15 Feb 10

  • [Updated] Is #TWOD done going up?

  • Looks like a buying opportunity. And looks like it is been drag down because of profit taking. Any idea anyone?
  • 0 replies posted by aattanayake, 12 Feb 10

  • [Updated] #PDL

  • how is PDL?? which price is good to buy this? then what is going on #TWOD .. its jump up to 120 then now 106 ,... may be it will come down under 100???
  • 4 replies, pissa6666 7 Feb 10 posted by vasy, 5 Feb 10

  • [Updated] #TWOD

  • As @ 5th January 2010 Touch Wood price is around Rs.87/= But some party has done a crossing @ Rs.108/=. I want to know why they bought this share @ Rs.108? They can collect that a...
  • 3 replies, innam 6 Jan 10 posted by gayan143, 5 Jan 10

  • [Updated] New to Stockit... looking for advice

  • hi friends.... am new to Stockit. looking for share ideas to grab some good quality stocks from now onward. by blind eye i pickd up some stock some times back. those are follow...
  • 6 replies, cse.lk 31 Dec 09 posted by cse.lk, 30 Dec 09

  • [Updated] #CIC, #TWOD etc

  • What do you all think about #CIC, #TWOD etc that Raj has some stakes. Have noticed that these stocks reacted to Raj's news negatively unlike the major stocks that he has stakes whi...
  • 1 replies, MarketWatch 25 Oct 09 posted by jaya0000, 24 Oct 09

  • [Updated] Issues with #TWOD

  • posted this as a reply to a question, but i think it should have a post of its own- latest details from the touchwood annual report is that they are awaiting approval from the C...
  • 2 replies, kalawedda 23 May 10 posted by innam, 18 Jun 09

  • [Updated] What happen #TWOD Right

  • Hi, What happen #TWOD right. They had announced before 1 year but didn't get the date. What's the reason. Regards, Sanjeewa
  • 2 replies, innam 17 Jun 09 posted by dsan, 2 Jun 09

and in 45 replies...

  • [Updated] Touchwood... reply from ControlFreak, 5 days ago
  • #TWOD
    Why worry amjad?

    The verdict has already been given!
    This share I bought at 33.00 and anticipate to go beyond 50.00 just as was stated before by another member. What worse thing can happen now?

    This is the rock bottom price and only can get better.
    Mind you, this share is not the best one to hold. But for a few dollars more what harm?

    Buy, hold and sell.
  • [Updated] CSE – possible break... reply from ab123, 10 days ago
  • @cse.see
    please help me by forcasting below

    #CONN
    #PARQ
    #TWOD(may be difficult to say)
    #KHL
    #ACME

    @silva911

    what is your idea about #TWOD and#PARQ
  • [Updated] #TWOD reply from rad, 18 days ago
  • @ nostradamus

    Thanks.Hope he has access to correct information.

    Anyway I'm holding on to my #TWOD shares expecting it to appreciate further.
  • [Updated] TWOD - A Real Analys... reply from smaldeniya, 18 days ago
  • absolutely correct i too saw this and i have replied using the same facts to several ppl who post against the #TWOD but i think they dont care i m still a little investor but if i have more money definitely big portion of will dedicate and waiting for touchwood at right time i think even 38+ is undervalued but this may come down again bcuz of retails may sell there stocks and getting profit so my idea is to collect more take a gain

    BTW thanks for the post i think this may open the eyes of some ppl who think #TWOD is a #GREG company
  • [Updated] #TWOD reply from milindaperer, 19 days ago
  • Guys..,
    I try to find some info on this so called court case. But #TWOD legal department said that there is no any case fallen on 18-08-2010. Bt there is a one on late september....!!! I sold all my #TWOD shares at 33 bcoz f this rumor. What is this court case?? is it just a rumor or what? Id like to here from our experts. MW / DoctrJV / Cse.see....
    Thank you.
  • [Updated] What was the court d... reply from ControlFreak, 19 days ago
  • The Root of the problem with #TWOD is that they could not measure the girth of each tree. Neither did they have a reference. Anyway, dead wood is dead wood. The decision will be to paint the tree GREEN and increase the value. So it's good to buy the @35 and sell asap when it reaches 45.

    Try it early tomorrow. A bird told me that the verdict will be late!! So why take the risk??
    This is a good looking fish (Looks only)
  • [Updated] #TWOD reply from rad, 22 days ago
  • When is he #TWOD court deciion due? One member of thr forum said its due on 18th.There was a slight upward movement of share last week.
  • [Updated] SEC CSE Press Briefi... reply from warrenbuffet, 27 days ago
  • yesterday morning there was a large number of #twod shares sell orders at 27 rupee and suddenly someone bought all these millions of shares in one shot.Seeing this I also tried to get @27 rupees but from then onward every thing rocketed .it started running and i had to pay 31.50.
    same way large number of dial also bought at 9.50.lucky people.
  • [Updated] If someone think #GR... reply from ab123, 7 Aug 10
  • dear dowjones Please let us know your views about #TWOD for the help of biginers like me .I purchased #twod for highest price before the suspension
  • [Updated] #TWOD COURT VERDICT reply from SISA, 6 Aug 10
  • #TWOD is not like other speculative shares. They are having strong fundamentals. Their business is simple & understandable not like Greg clan. Only they have to be clear from court. After that lot of people will invest in this company.
    @chinwi .Thanks for your reply.
  • [Updated] #ODEL's finally here... reply from smalik, 4 Aug 10
  • @Chinwi

    I haven't applied for any IPO's yet but #ODEL seems to be on a 100% hike on the first day. is it the trend of IPO's or is it solely based on speculation that odel is up high.

    If so jst like #TWOD (which i thought and still think is a good place to invest in) can CSE put up an trading hault for Odel too???

    Having said that, even i feel like i should have put some money in to odel since i would have seen some good green on my portfolio :) (Maybe next good IPO)

    Cheers:)
  • [Updated] #TWOD reply from chinwi, 3 Aug 10
  • That is funny.

    #TWOD EPS = 5.00 Trading at PER of 8 only.
    #GREG ??????????? Trading at ????? PER

    They at SEC, blocked #TWOD trading at PER 8 but scared to touch GREG trading at unusually high PER .

    This shows their is some big hand and/or big money behind this GREG.
  • [Updated] #GREG still collecti... reply from historymaker, 3 Aug 10
  • regarding the market halts... yes better late than never. But whay was #GREG ordinary not halted? I think this also enjoyed a price hike through out the days...

    any idea why #TWOD was halted? in anticipation, perhaps?

    Rgds,
  • [Updated] #GREG still collecti... reply from Themask, 3 Aug 10
  • They are collecting now hoping to sell those with a big fat profit once trading starts again... I dont see any reason to halt #TWOD though.
  • [Updated] #TWOD and #CLND reply from chinwi, 2 Aug 10
  • Yes why not? EPS of #TWOD is over 5.00 after recent rights and splits. (if accepted by court on18th)

    5 x 15 (PER) = 75.00

    This is not the secret for me to buy TWOD.
    If this valuation become the approved system in SL too, then the EPS for each year will grow in very high margins.

    Girth of trees and timber prices both increase simultaneously.

    Girth x Timber rates = value of the tree (less risk factors as per int standards)
  • [Updated] MONKEY STORY? reply from chinwi, 31 Jul 10
  • SISA,

    "Is #TWOD another monkey story? Be careful!
    Why this share appreciated suddenly 26 to 32? Anybody knows reason? "

    You should know the reason if you are a regular visitor to this forum.

    #TWOD is in CSE for many years now. Investors know what they are doing. pros and cons of their system.

    You are trying to preach others including cse who is an experienced investor in SL while you know nothing about TWOD which is a well known topic maker during past decade. What you preach are weeks old stories for our members.
  • [Updated] MONKEY STORY? reply from smaldeniya, 31 Jul 10
  • ok guys you cant compare #TWOD with #GREG
    did a fundamental analysis according to their quarter report for April that means before the issue of rights and subdivision in to 4
    EPS = 37.16
    NAVPS = 252.53

    so after issuing 1:1 right and divided to 4 that we can approximate
    EPS = 4.645
    NAVPS = 31.56

    so last day its closing price is 31.25
    now you can see it still 0.25 rupees behind its NAVP so TWOD is not a santa clause like greg and any one can see what is TWOD is doing out there so it is not a scam too
    what happened is TWOD is adjusting to its NAVPS there are lot of shares which go beyond there NAVPS so TWOD could go more high too and yes some time the players use this to make there one day profit and this time too it can happen
    risk is up to you but no body can tell TWOD is a scam
  • [Updated] MONKEY STORY? reply from Thush, 31 Jul 10
  • #TWOD is fundamentally strong stock which will be far better in 7 more years. because they have to start cutting trees in 7 more years. This is a Gem in the CSE if you correctly analyse.
  • [Updated] MONKEY STORY? reply from cse.lk, 31 Jul 10
  • @sisa.
    at present what has happned in CSE is, since GREG start to climb without fundamental background, so u guys think #Twod also fallen on same segment.
    twod dosnt have any hidden agenda, they do sell trees as investments for long/short term with title land deed to the respective investors. even if u ask about tree a kid age of 2 they will tell u trees will grow,,what twod does is they valued trees commercialy based on the growth.(biological assest)
    twod took these valuation to the book as biological value,
    go to twod annual report u can find out how they have done.
    i have visited one of the plantation estate since am a mahogany investor of the comapny and i eye witnessed.(am living in dubai-UAE last 5 years, when ever i come to SL manage to visit and see my investment growth) apart from i have a chunk of share from the inspection, u know what my cost of share? just Rs 4(coz i got the bonus)

    u can debete about grag, dpl, clpl not with twod....even i not aginst to GRAg Family share (i have slightly more than 10% in my protfolio all the grag famaliy shares- i allways keep 10% for specilative share)

    befour u critising twod do ur home work,
  • [Updated] is there any dispute... reply from Sub Zero, 30 Jul 10
  • Well #TWOD has won the two previous hearings, so there is no reason for it to lose this one. Chances are that they will win it.
  • [Updated] Guide to Financial a... reply from Mr.J, 29 Jul 10
  • Seems like u hav invested in plantation, banking and hotel sectors. Plus in Odel. Nice portfolio as a beginner. if u hv collected #KHL, and #REEF not at the peak, dn should be really demanding.

    Talking about Odel, u will be able to gain about 50%gains. But i would think u should't put the selling order on the very early morning on the first day. U should wait till it seems like stabilizing. Prefer sell around 12pm-1pm. So u can make it sure u wn't be disappointed unrealizing potential gains if it continue to increase. nd may continue to increase the 2nd day too. But c whthr it perform well on da first day. nd i think u may not hv a high % on Odel bcz of oversubscription thing. So may be thinking of collecting more in the first few days. :)

    #JINS will giv u some gains nxt few months. Still the reports r not announced. but they had confirmd first Q, this yr as a huge success. So u bettr keep it. Or even go for more, if u r to invest in a no loss stock.

    As expets say hotel sector will be profitable. But dn't know hw long u hv to wait. so if u hv to remove one it should be #MARA, since it continue to show losses. No matter hw #KHL keep at 22 level, still it's gud. CAM fund is too going for it. So may expect bettr results. #REEF too seems to be volatile since #CONN divesting its stake.

    Whn considering #HOPL why did u go for it? But not #BALA or #TPL? But #HOPL too is a gud one, showing positives with the plantation rally, although it keeps ups and downs.

    So a whole wish u gud luck with ur demanding portfolio. Nd keep ur eye on #BFL, #SEYB, #NHL, #CSEC and #TWOD to diversify ur portfolio. :)
  • [Updated] Attractive portfolio... reply from milindaperer, 29 Jul 10
  • Im n an exptr... Bt I hv ths stocks in my portflio. They hv ben perfmng well 4 few years.....

    #DFCC, #NDB, #COMB, #JKH, #SAMP, #TKYO[x], #TWOD
  • [Updated] What are the best pi... reply from chinwi, 28 Jul 10
  • I appreciate you ask this type of support than asking questions like , will X share go $$ tomorrow or basics you can get from brokers , from CSE or from internet.

    BTW, you do not have to use all the funds you have at once.

    The experts in this forum mention good shares and their potential regularly .

    As you are novice you have to select low risk shares at the beginning. Then when you earn form them go for high risks.

    You can spread your funds among shares like #SEYB-X, #KAHA, #NTB-W, #BFL , few #TWOD, few #CSEC etc, with shares recommended by other members.

    Keep some funds for opportunities arise time to time.

    Experts always mention them here and when reports are out they will analyze and write before the market react to them.

    Eg. When #KGAL reported 15/- EPS, I saw masters picked it and write in this forum. We had over a month to buy it before the share appreciate towards 88 and then 110.
  • [Updated] # TWOD may soon go t... reply from GAM, 22 Jul 10
  • #TWOD
    Dear Sub Zero,

    As per your statement Touchwood has already knows that court judgement is in their favour and they will release only in August. What I know is that judgement still pending. No one knows whether the judgement will be in their favour or not. Pl. clarify.

    Thks,
  • [Updated] # TWOD may soon go t... reply from Sub Zero, 22 Jul 10
  • #TWOD will release the result of the court case which is in their favour some time in Aug. They will then proceed to take over 2 companies, one of which is #PARQ. The share price will be 60 by the 1st week of Sept.
  • [Updated] #PARQ reply from Sub Zero, 21 Jul 10
  • #PARQ will be taken over by #TWOD by the 1st week of Sept.
  • [Updated] Why #KHL going down ... reply from chinwi, 21 Jul 10
  • I think some people are also selling to buy #TWOD and #SEYB

    #TWOD - Anticipated court order to show higher profits and fair assets

    #SEYB - Excellent quarter results released today , hope boom in share prices before #KHL.
  • [Updated] Do you think #TWOD... reply from cse.lk, 19 Jul 10
  • @chinwi
    as i understnd about thier account system as follw,
    #twod adopt the account mathod called IAS 41.(international accounting standred)
    where they can take the asset value by valuting the asset in to the books. since twod into trees, according to IAS 41 you can value the tree based on valuation given by indipendent valuator, twod took this value into books and showed the NAV.

    this is internationaly recoznice accounting systems and still there are no company in sri lanka who adopt this senario, this is where the problam started. may be regulator has to change thier view on twod accounting system and thier business model.

    i still belive twod has storong market share when they start to harvest.
    if your looking for long term investment, twod is hidden GEM..
  • [Updated] Do you think #TWOD... reply from chinwi, 19 Jul 10
  • IF Sri Lanka adopted international method of valuation of biological assets and profits #TWOD will grow towards sky again. At the moment my rough calc for NAVPS is 55.00.

    Trees grow in 2D. Market value of m3 of timber is ever increasing and the girth/size of the tree grow year by year. Even your labour force do not work the trees grow.

    The problem of forest/timber plantation (company or personal) is realization of the profit by selling product delays until you cut and sell the tree.

    As per current method recommended / argued by CSE/SEC ?? the price of #TWOD share will go up dramatically when they start harvesting the trees in 10 or more years time. To avoid this phenomena international system gives balance valuation each year considering the risks and growth.
  • [Updated] GREG warrants & CLPL reply from SISA, 25 Jun 10
  • We have to wait & see how they keep on track #DPL .Still too early deciding #GREG good or bad. My broker also recommended #Greg & #TWOD 6month ago but I purchased only #TWOD after the winning court cause. But #TWOD still struggling.

    New investors should avoid warrants & right issues according to the expert advice of this forum.
    Thanks
  • [Updated] Dear MW/Rehan/ n oth... reply from rehan, 9 Jun 10
  • Looking at the latest financial results for the year ended Mar 31, 2010 it's NAVPS is 252.53 and it's EPS was 40.04 which are all quite impressive though this was prior to their 1:1 rights issue which went XR May 17th 2010 so I believe these results would now be halved to reflect the new capital. Though my calculation could be wrong so I'd appreciate the insight from a knowledgeable member :)

    The latest results showed a YOY EPS growth of +40% while NAVPS grew by+38% unfortunately though they haven't published their Q4 results which I would like to check for the latest growth numbers.

    For the last few years in fact from 2007 they have grown though have not reached the highest revenue generated in 2006 of 1,000m (1b) yet.

    #TWOD revenue grew from 461.9m(-54%), 593.8m(+29%), 727m(+22%) to 856.9m(+18%) during the years 2007, 08, 09, 10 respectively though it seems to have slowed during the years.

    Net Profit before tax (after tax was not available for the 5 year summary) was 54.4m(-91%), 284.6m(+423%), 254.9m(-10%) to 357.6m(+40%) during the same years ending Mar 31, 2010. It doesn't look very stable so I can assume that this could be a volatile stock.

    A 4:1 share split was also announced; the EGM was concluded today and it will commence trading on the 15th of this month.

    http://www.cse.lk/cmt/uploadAnnounceFiles/9731273825445_631.pdf

    I'm not a fan of splits so I'd be avoiding this stock unless I can find some other value.
  • [Updated] #TWOD won the court ... reply from cse.lk, 18 May 10
  • hi Innam
    wht do you think of #Twod now ? they anounced right and share split.
    any prediction on right price when commence trading?
    the % of court case winning by twod is likely higher...according to some brokers.

    can u put ur ideas please
  • [Updated] #TWOD reply from pissa6666, 15 May 10
  • Actually, I will not put #TWOD in the same league of #GREG. Reason is, though the accounting treatment of biological assets is a bit grey, TWOD at least has the focus, specialisation and investment in Srilanka in such area. #GREG talks about first raising the capital, and sendig the money out in the most controversial way, investment in platinum mines which is greek in language and fairy tale in substance. To raise capital and invest in companies like #CLPL, you do not need to invest in #GREG. Close ended funds like #NAVF will do that job.

    When it comes to value stocks, I had my stakes in #RICH, #LFIN, #BFL, #GRAN and #BALA, all these have been recongnised by the market now.

    I also find value in #NTB, #PABC, #CWM, #LHL, #AGAL, #CERA, #LWL, #LALU & #MGT, though some of the shares are a bit illiquid and stagnating right at the moment.
  • [Updated] CSEC & PDL reply from vasy, 2 May 10
  • #PDL no doubt ..It will go up. Its rally also started last two days before now its trading on 37 level. Already I mentioned here PDL is ready to run. after that its went up to 37/= (from 30.50). may be it will break 45/= 50/= levels.

    and Innam says like this about #CSEC
    " #CSEC is ready to pay out a dividend. They have already received nearly 300 million from their subsidiary CFVF and around 20 million from LAMB. They will get another dividend from LAMB very soon (LAMB has already declared the final dividend). So look for CSEC to pay out a dividend of 1 or 2 rupees over the next couple of months (probably after they release march earnings). "

    any body coment about #SEMB , #TWOD

    so as you said both are good
  • [Updated] TWO STOCKS TO WATCH ... reply from MarketWatch, 20 Apr 10
  • Hi Rehan

    I think in the morning sellers withdrew their selling for #BFL below Rs.50/- and some did panic buying at Rs.50/-

    Genuine buyers were around Rs.45/-. Now #BFL have broken two important barriers.

    Then yesterday we also saw some spike in stocks such as #KOTA, #TWOD etc.

    I think we should follow tortoise strategy for stocks now. We should avoid overvalued counters.

    Next eight-week s very crucial for plantations companies. It will either make or break. .

    Thanks.
  • [Updated] #TWOD reply from cse.lk, 20 Apr 10
  • #twod declared the right 1 to 1
  • [Updated] #TWOD won the court ... reply from innam, 9 Feb 10
  • #TWOD broke past 130 today on very heavy volumes. This may be case of the price being pushed up past 150 and then the company announcing the rights issue but whatever the case there may be some trading opportunities tomorrow morning.
  • [Updated] [Updated] FDB: Updat... reply from rehan, 2 Dec 09
  • Uploaded:
    #TYRE AR 2008, Mar 2009
    #ELPL Q2 2009, Sep 2009
    #OFEQ Q2 2009, Sep 2009
    #RHTL 1H 2009, Sep 2009
    #CRL 1H 2009, Sep 2009
    #CRL AR 2008, Mar 2009
    #BLUE AR 2008, Mar 2009
    #LPRT AR 2008, Mar 2009
    #TWOD 1H 2009, Sep 2009
  • [Updated] #CIC, #TWOD etc reply from MarketWatch, 25 Oct 09
  • In short, forget about Raj Factor. If you see, good value and future for the company buy aggressively.

    I think #CIC current P/E ratio is around 18. Market P/E is around 14. Banking sector P/E is around 10. What a bargain? Then there are few massively undervalued agribusiness stocks with great potential.

    During last quarter, #CIC had a growth and profit in the Agri-business sector and other sectors did not do vey well. It will take long times to improve other sectors and #CIC is a long-term play and do not over pay for the stock. We have to monitor during next 12 months and if we can see growth in this company then we should buy after doing valuations of this stock. If we do not see growth in the future, we should sell #CIC during next 12 months.

    When they see foreign and hedge operators are buying stocks, our people will buy any stocks even if stocks are not attractive.

    Remember sophisticated investors have edge over others. They know how to play the market at different times. Then some accountants can do profitable companies even if they are not making profits. Globally there are so many frauds? Do you know what happened to some global technology companies including IT?

    In short, when you buy #CIC and #TWOD we must know exactly when to buy and when to sell due to some factors. Just like Asia Capital and #JKH traded in the past.
  • [Updated] Rajarathnam Factor reply from MarketWatch, 25 Oct 09
  • In short, forget about Raj Factor. If you see, good value and future for the company buy aggressively.

    I think #CIC current P/E ratio is around 18. Market P/E is around 14. Banking sector P/E is around 10. What a bargain? Then there are few massively undervalued agribusiness stocks with great potential.
    During last quarter, #CIC had a growth and profit in the Agri-business sector and other sectors did not do vey well. It will take long times to improve other sectors and #CIC is a long-term play and do not over pay for the stock.

    We have to monitor during next 12 months and if we can see growth in this company then we should buy after doing valuations of this stock. If we do not see growth in the future, we should sell #CIC during next 12 months.

    When they see foreign and hedge operators are buying stocks, our people will buy any stocks even if stocks are not attractive.
    Remember sophisticated investors have edge over others. They know how to play the market at different times. Then some accountants can do profitable companies even if they are not making profits. Globally there are so many frauds? Do you know what happened to some global technology companies including IT?

    In short, when you buy #CIC and #TWOD we must know exactly when to buy and when to sell due to some factors. Just like Asia Capital and #JKH traded in the past.
  • [Updated] Rajarathnam Factor reply from jaya0000, 24 Oct 09
  • Inpact he has a sizable stake of #TWOD which showed some awkward trends in the recent past. #CIC also came down and stayed as it is during last week without appreciating a lot. Does this indicate anything as everybody's eyes are on major shares like #JKH, #COMB, #PMB etc?
  • [Updated] Rajarathnam Factor reply from jaya0000, 24 Oct 09
  • Thanks Rehan for your direction. What do you all think about #CIC, #TWOD etc that Raj has some minor stakes.
  • [Updated] What happen #TWOD Ri... reply from innam, 17 Jun 09
  • latest details from the touchwood annual report is that they are awaiting approval from the CSE for the rights issue.
    The CSE is awaiting guidance from the attorney general, the basic issue is Tochwood's issue with how they account for revenue. The accounting standards and monitoring board wants Touchwood to change the way they account for revenue to a more conservative basis (this is from the annual report), they use IAS 41 and basically discount the future expected revenues. The annual report gives a sensitivity table, using 12.5% discount rate Touchwood's profit for the latest year is 254 million but if the discount rate is changed to 16.5% it turns into a 700 million loss and get this if its changed to 8.5% the profit turns into 3 billion. So this looks like bit of a joke where they can juggle profits between a 700 million loss and a 3 billion profit.
    I would stay away from #TWOD until their accounting issues are resolved or until speculators start to move it up. There is a court case regarding #TWOD's issue and if they get an adverse ruling it could turn out to be another #DIST type hit on the share price.