The Investor Sentiment - Equity and investments forum for Sri Lankans
Search
 
 

Display results as :
 


Rechercher Advanced Search

Latest topics
» ඩොක්යාර්ඩ් සමාගමට ඩොලර් මිලියන 3.12ක කොන්ත්‍රාත්තුවක්
Today at 10:30 pm by The Invisible

» Sri Lanka President drops assassination bombshell, accuses India
Today at 9:48 am by Brave Heart

» Sri Lanka cuts taxes on fuel to keep retail prices below formula
Today at 9:39 am by Brave Heart

» Sri Lanka stocks end flat, rupee marginally weaker
Today at 9:38 am by Brave Heart

» Sri Lanka's Cargills Bank gets BB(lka) credit rating: Fitch
Today at 7:48 am by The Invisible

» NDB.N0000 (NATIONAL DEVELOPMENT BANK PLC)
Yesterday at 10:26 pm by PANTOMATH

» PB. N0000 (People's Bank)
Yesterday at 6:01 pm by Ethical Trader

» BOC.N0000 ( Bank of Ceylon)
Yesterday at 5:52 pm by Ethical Trader

» රුපියලේ ඉරණම
Yesterday at 5:50 pm by Ethical Trader

» Sri Lanka gets US$1bn eight-year loan from China Development Bank
Yesterday at 8:06 am by serene

» Sri Lanka 3-month Treasuries yield up 20bp at auction
Yesterday at 7:48 am by The Invisible

» Sri Lanka seeks joint venture with Indian Oil unit for Trinco oil tanks
Yesterday at 7:46 am by The Invisible

» Sri Lanka stocks down 0.33-pct, rupee steady
Yesterday at 7:45 am by The Invisible

» Global stocks mostly fall as Fed signals more US rate hikes ahead
Yesterday at 7:44 am by The Invisible

» SAMP.N0000 (SAMPATH BANK PLC)
Yesterday at 7:39 am by The Invisible

» Plantation sector updates
Wed Oct 17, 2018 5:22 pm by කිත්සිරි ද සිල්වා

» Fed Rate hike , Rs Devaluation PART 2 : Should CSE be like this? Whose FAULT is it?
Wed Oct 17, 2018 3:14 pm by Yin-Yang

» Banking Sector
Wed Oct 17, 2018 11:17 am by lanka

» Sri Lanka needs prudent fiscal policy to retain confidence, refinance debt: Economist
Wed Oct 17, 2018 9:51 am by The Invisible

» EPF needs governance overhaul, proxy advisor, to invest in Sri Lanka stock market
Wed Oct 17, 2018 9:49 am by The Invisible

» 17-pct of Sri Lankans stunted: World Bank Human Capital Index
Wed Oct 17, 2018 9:45 am by The Invisible

» Coalition politics hurt Sri Lanka liberalization drive: Harsha
Wed Oct 17, 2018 9:44 am by The Invisible

» Sri Lanka President calls to expand Nixon shock as rupee falls
Wed Oct 17, 2018 9:43 am by The Invisible

» Sri Lanka new car registrations down 40-pct in September
Wed Oct 17, 2018 9:39 am by The Invisible

» Sri Lanka stocks up 0.37-pct, rupee ends marginally lower
Wed Oct 17, 2018 9:38 am by The Invisible

» Sri Lanka’s Nations Trust Bank gets US$50mn from Dutch lender
Wed Oct 17, 2018 7:58 am by serene

» JKH shares trade Rs1.1bn worth at 126-127/share in today’s trades
Tue Oct 16, 2018 8:45 pm by PANTOMATH

» Only 8-pct of Sri Lanka’s 2018 budget promises progressing on track: Verité
Tue Oct 16, 2018 7:14 pm by serene

» වෙළෙඳපොළ වැටුණු මොහොතේ නිමල් රු. බිලියන 2 ක කොටස් අරන්
Tue Oct 16, 2018 11:35 am by Ethical Trader

» බැඳුම්කර මගඩියෙන් අර්ථසාධක අරමුදලට වූ පාඩු පියවා ගන්න මහ බැංකුව සිවිල් නඩුකර පවරයි
Tue Oct 16, 2018 11:32 am by Ethical Trader

» සිංගර් කොටස් ගනුදෙනුවෙන් පසු ශුද්ධ විදේශීය ගලායාම රු. බිලියන 8 ඉක්මවයි
Tue Oct 16, 2018 11:23 am by Ethical Trader

» Hayleys buys balance 9.47-stake in Singer Sri Lanka
Tue Oct 16, 2018 8:24 am by yellow knife

» Sri Lanka's All Share index falls below 5,800 points
Tue Oct 16, 2018 7:50 am by serene

» Sri Lanka stocks end 0.70-pct lower, rupee lose some gains
Tue Oct 16, 2018 7:33 am by The Invisible

» Sri Lanka gilt yield curve flattens amid currency pressure
Tue Oct 16, 2018 7:30 am by The Invisible

» Global stocks mixed as oil gains amid scrutiny of Saudi Arabia
Tue Oct 16, 2018 7:24 am by The Invisible

» චීන සංවර්ධන බැංකුවේ සරණින් රුපියල අළු ගසා නැගිටියි
Mon Oct 15, 2018 6:11 pm by serene

» Will take care of debt issues of Belt and Road projects: China
Mon Oct 15, 2018 6:07 pm by serene

» සිංගර් ඉතුරු කොටස ධම්මික අද මිල දී ගනී
Mon Oct 15, 2018 4:57 pm by The Invisible

» ලංකා හා මහජන බැංකු කොටස් අලෙවියක්
Mon Oct 15, 2018 12:23 pm by nihal123

» රුපියල ශක්තිමත් කිරීමට අතේ ඇති ඩොලර් විසි කිරීමේ අවාසිය
Mon Oct 15, 2018 9:32 am by The Invisible

» Global stocks stumble as Trump attacks Fed
Mon Oct 15, 2018 9:29 am by The Invisible

» අහිමි වෙන ඉරාන තේ වෙළෙඳපොළ වෙනුවට රජය විකල්ප සොයාගෙන නෑ
Mon Oct 15, 2018 9:28 am by The Invisible

» Sri Lanka apparel exports up 7.8-pct in Aug despite Brexit hit
Mon Oct 15, 2018 9:25 am by The Invisible

» 'Shock not over' as Asian stocks extend slide
Mon Oct 15, 2018 9:24 am by The Invisible

» "The unreasonable man" - Rohan Pallewatte
Sun Oct 14, 2018 10:55 am by කිත්සිරි ද සිල්වා

» අනං මනං! #/+?.<>
Sat Oct 13, 2018 7:09 pm by Yin-Yang

» Investing in stocks - how to find the best time to buy or sell
Sat Oct 13, 2018 5:15 pm by nihal123

»  How To Identify Stock Market Direction (Trends) Part 1
Sat Oct 13, 2018 5:06 pm by nihal123

» Backroom moves over Sri Lanka Chief Justice pick
Sat Oct 13, 2018 12:22 pm by කිත්සිරි ද සිල්වා

October 2018
SunMonTueWedThuFriSat
 123456
78910111213
14151617181920
21222324252627
28293031   

Calendar Calendar

Disclaimer


Information posted in this forum are entirely of the respective members' personal views. The views posted on this open online forum of contributors do not constitute a recommendation buy or sell. The site nor the connected parties will be responsible for the posts posted on the forum and will take best possible action to remove any unlawful or inappropriate posts.
All rights to articles of value authored by members posted on the forum belong to the respective authors. Re-using without the consent of the authors is prohibited. Due credit with links to original source should be given when quoting content from the forum.
This is an educational portal and not one that gives recommendations. Please obtain investment advises from a Registered Investment Advisor through a stock broker

Hydro power - simple snapshot based on December quarter

Page 1 of 3 1, 2, 3  Next

Go down

Hydro power - simple snapshot based on December quarter

Post by First Guy on Sun Feb 15, 2015 5:39 pm

This is based on Dec quarter numbers (including the ratios) and only FYI. Click on the pic to see trailing 12 month analysis.

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

Please do your own research before making your investment decision.
avatar
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by pathfinder on Sun Feb 15, 2015 5:57 pm

Thanks FG
avatar
pathfinder
Top contributor
Top contributor

Posts : 1334
Join date : 2014-02-23
Age : 37

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by chutiputha on Sun Feb 15, 2015 5:59 pm

Seems PAP is Ok @ Current
avatar
chutiputha
Top contributor
Top contributor

Posts : 1845
Join date : 2014-11-09
Age : 32
Location : Panadura

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by sashimaal on Sun Feb 15, 2015 6:07 pm

Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).
avatar
sashimaal
Top contributor
Top contributor

Posts : 5671
Join date : 2014-02-28

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by Nuinth on Sun Feb 15, 2015 6:07 pm

Thx FG, very useful, +.

Nuinth
Top contributor
Top contributor

Posts : 551
Join date : 2014-02-28
Location : Universe

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by First Guy on Sun Feb 15, 2015 6:12 pm

sashimaal wrote:Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).

True. But but I feel more can be expected of it in coming quarters. Click the pic to take you to the financials snapshot to see the trends in all these companies. Interesting that QoQ VPEL revenues and profit have dipped. All of these counters have unique points.

VPEL - strong dividend
VLL - adding capacity/buying stakes in other companies (PAP) etc., and starting to pay some good dividend
HPFL - just getting started and more to come perhaps
PAP - rather steady earnings compared to others.

Take March 2014 where most reported losses except PAP. Although Mar 2015 may not be the same, I expect some dip in earnings for Hydros this quarter QoQ.
avatar
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by Karan on Sun Feb 15, 2015 6:12 pm

HPFL more better for buy

Karan

Posts : 58
Join date : 2014-02-25

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by sashimaal on Sun Feb 15, 2015 6:14 pm

Yes thanks, +

First Guy wrote:
sashimaal wrote:Thanks FG.

Annualized PE based on current qtr may be a bit too risky for Companies such as HPFL, as it had just one good qtr and that is this qtr.
Maybe this is the turning point...bit risky (of course may lead to high gain for some who wants to take the risk).

True. But but I feel more can be expected of it in coming quarters. Click the pic to take you to the financials snapshot to see the trends in all these companies. Interesting that QoQ VPEL revenues and profit have dipped. All of these counters have unique points.

VPEL - strong dividend
VLL - adding capacity/buying stakes in other companies (PAP) etc., and starting to pay some good dividend
HPFL - just getting started and more to come perhaps
PAP - rather steady earnings compared to others.

Take March 2014 where most reported losses except PAP. Although Mar 2015 may not be the same, I expect some dip in earnings for Hydros this quarter QoQ.
avatar
sashimaal
Top contributor
Top contributor

Posts : 5671
Join date : 2014-02-28

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by chinwi on Sun Feb 15, 2015 6:25 pm

Thanks.

My predictions about Hydro Power companies:

Trading prices in 12-15  months: Max to Min

HPWR > HPFL > VPEL > VLL > PAP


Note: Do not act based on this . Before my 12-15 month range many things can happen. You have to follow trends and trade but keep in mind the end products. Two 'H's should give max returns in long term.
HPWR has reported losses due to the reasons we all know   and it may create good opportunity to collect at bargain prices in next few moths.  The other H has connected new generator to the grid in last April and I hope they will connect the other one, their best motor, this year. After that I hope to get divorced from H and marry the other H.

 I like to use fundamentals like details as I go for  long term .
No threat to locally produced hydropower in next few years because of the  devaluation of our Rupee. I feel we may see 150/-  US$ in 15-20 months if no strong external support gained.

chinwi
Top contributor
Top contributor

Posts : 999
Join date : 2014-02-23

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by slstock on Sun Feb 15, 2015 6:45 pm

+rep.

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

_________________
Never listen to anyone including myself without your own study. Only few truly genuine people exist in this world.
Please read : [You must be registered and logged in to see this link.]
---------

If someone finds an Avatar of me in cyberspace commenting and you are unsure, Keep asking deeper questions until you are satisfied to distinguish between the Real and the Avatar. The real answers questions directly and deeply [You must be registered and logged in to see this image.]

---------
avatar
slstock
Veteran
Veteran

Posts : 5285
Join date : 2014-06-12

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by Backstage on Sun Feb 15, 2015 7:08 pm

I see two variables in this sector that are risky. 1. The weather patterns .2. Tariff changes.
If not for that, I would have thrown the kitchen sink into VPEL.
avatar
Backstage
Top contributor
Top contributor

Posts : 3291
Join date : 2014-02-24

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by First Guy on Sun Feb 15, 2015 7:23 pm

Backstage wrote:I see two variables in this sector that are risky. 1. The weather patterns .2. Tariff changes.
If not for that, I would have thrown the kitchen sink into VPEL.

Tariff changes - not much info on that with me.

But as for weather pattern changes, I feel at least one or two quarter there will be good production due to good rainfall which is adequate to provide good earnings. With increased capacity from few companies, this should also be negated. But we have to look at the seasonality and average it out. For example, Dec 2014 results alone should not be taken for decision making. Check  March 2014 quarter which was the worst in recent quarters. I guess we can expect reduced earnings in March 2015 as well but maybe not losses. (If we look only at one quarter people will end up giving target price like 200/- for a certain stock like one joker)

VPEL EPS reduced from 0.50/- to 0.37/- QoQ while the others improved. But VPEL is hot specially due to the large dividends at the moment.

disc: holding VPEL and small qty of HPFL
avatar
First Guy

Posts : 2533
Join date : 2014-02-22

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by chinwi on Mon Feb 16, 2015 1:19 am

So far, 2015 Jan - Feb precipitation was not bad as 2014 same period.
Hence we can expect moderate or not-bad earnings for next qtr also. Then, APR-JUN is normally wet .
For HPFL they have Stellenberg this time which was not their during 2014 Jan-Mar.

We should know why VPEL under-performed while others grow QoQ. May be due to the locations of their pomphouses. Last year also it happened same way. JUL-SEP was better than OCT-DEC for VPEL.

chinwi
Top contributor
Top contributor

Posts : 999
Join date : 2014-02-23

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by serene on Mon Feb 16, 2015 9:10 am

Thanks FG very Useful.

serene
Top contributor
Top contributor

Posts : 3881
Join date : 2014-02-26

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by DocStock on Mon Feb 16, 2015 9:40 am

This is neat. Thanks FG!
avatar
DocStock
Top contributor
Top contributor

Posts : 239
Join date : 2014-03-17

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by poor boy on Mon Feb 16, 2015 10:07 am

good table very useful.

in this sector hpwr still reporting losses.

poor boy
Active Member
Active Member

Posts : 761
Join date : 2014-10-09

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by chutiputha on Mon Feb 16, 2015 2:22 pm

Dealings with VLL

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


First Guy wrote:This is based on Dec quarter numbers (including the ratios) and only FYI. Click on the pic to see trailing 12 month analysis.

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

Please do your own research before making your investment decision.
avatar
chutiputha
Top contributor
Top contributor

Posts : 1845
Join date : 2014-11-09
Age : 32
Location : Panadura

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by Crystal2008 on Sat Feb 21, 2015 7:21 pm

i bought some VLL shares and holding for almost 1 year.
I bought this share at that time, because it was trading its lowest price and always saw director buying at least 2-3 times per month. So i thought, there would be some future potential for this share
Later, I did not sell even i saw few times, share went to 6.00 - 6.30 range.
I saw their earnings are growing for time to time
Their yearly EPS was .34 in 2014 and for this year it's .75 already for 3Q, That is earnings increase of more than 100%
Currently i'm happy with my 78% unrealized profit Very Happy
Currently Share is trading in large volumes for last few weeks even before releasing their Dec accounts
After releasing Dec accounts, and considering their growth, i feel this share worth 7.00 - 7.50 range. I doubt that do i wait little bit more time to sell it Question
Hope to hear others opinion

Crystal2008

Posts : 11
Join date : 2015-02-16

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by slstock on Sat Feb 21, 2015 7:34 pm

Welcome. Glad to hear your success.

I usuallu don't like to tell people directlu to buy/sell/hold.

But I think this may not be the time to sell this. Watch carefully and if there is a negative development you can dispose and take profit.


Crystal2008 wrote:i bought some VLL shares and holding for almost 1 year.
I bought this share at that time, because it was trading its lowest price and always saw director buying at least 2-3 times per month. So i thought, there would be some future potential for this share
Later, I did not sell even i saw few times, share went to 6.00 - 6.30 range.
I saw their earnings are growing for time to time
Their yearly EPS was .34 in 2014 and for this year it's .75 already for 3Q, That is earnings increase of more than 100%
Currently i'm happy with my 78% unrealized profit Very Happy
Currently Share is trading in large volumes for last few weeks even before releasing their Dec accounts
After releasing Dec accounts, and considering their growth, i feel this share worth 7.00 - 7.50 range. I doubt that do i wait little bit more time to sell it Question
Hope to hear others opinion

_________________
Never listen to anyone including myself without your own study. Only few truly genuine people exist in this world.
Please read : [You must be registered and logged in to see this link.]
---------

If someone finds an Avatar of me in cyberspace commenting and you are unsure, Keep asking deeper questions until you are satisfied to distinguish between the Real and the Avatar. The real answers questions directly and deeply [You must be registered and logged in to see this image.]

---------
avatar
slstock
Veteran
Veteran

Posts : 5285
Join date : 2014-06-12

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by baller on Mon Feb 23, 2015 9:57 am

Woah. What is happening with HPFL?

baller

Posts : 26
Join date : 2015-02-11

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by poor boy on Mon Feb 23, 2015 10:00 am

did a quick day trading on hpfl . good day.

poor boy
Active Member
Active Member

Posts : 761
Join date : 2014-10-09

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by baller on Mon Feb 23, 2015 10:22 am

Sell or hold? Any ideas? Thanks in advance

baller

Posts : 26
Join date : 2015-02-11

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by chinwi on Mon Feb 23, 2015 2:36 pm

My predictions about Hydro Power companies:

Trading prices in 12-15  months: Max to Min

HPWR > HPFL > VPEL > VLL > PAP

Time travelling ? or is it happening too early than I thought ?

Go ... HP go....  just 20 cents to beat VP !

chinwi
Top contributor
Top contributor

Posts : 999
Join date : 2014-02-23

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by Karan on Mon Feb 23, 2015 3:14 pm

What about MFL today .40 cents up and trading 7.00

Karan

Posts : 58
Join date : 2014-02-25

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by HAL9000 on Mon Feb 23, 2015 10:39 pm

Last quarter we had unusually high rainfalls. So exceptional profits for many hydros so does the run. I think this sector we should enter and exit timely, During dry period price will plummet to bottom
l sold my VPEL and HPFL
avatar
HAL9000
Top contributor
Top contributor

Posts : 1402
Join date : 2014-08-11
Location : Colombo

Back to top Go down

Page 1 of 3 1, 2, 3  Next

Back to top


 
Permissions in this forum:
You cannot reply to topics in this forum