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

Display results as :
 


Rechercher Advanced Search

Latest topics
»  මෙරට විශාලම ආයෝජනය වන හම්බන්තොට වරායේ අවසන් ආයෝජන මුදල වරාය අතට බාර දෙයි
Today at 4:59 pm by Ethical Trader

» CCS.N0000 ( Ceylon Cold Stores)
Today at 4:56 pm by Ethical Trader

» HHL.N0000 ( Hemas Holdings PLC)
Today at 4:48 pm by Ethical Trader

» රුපියල තවදුරටත් පාවීමට ඉඩහැරිය යුතුයි - ජාත්‍යන්තර මූල්‍ය අරමුදල
Today at 7:46 am by serene

» රජයේ සුරැකුම්වලින් රුපියල් බිලියන 2.7 ක විදෙස් ආයෝජන සතියක් තුළ දී ඉවතට
Yesterday at 9:11 am by serene

» ඩොලර් බිලියන 10 යි – මහ බැංකුව ඉතිහාසයේ වැඩිම විදේශ විනිමය සංචිතය ගොඩනගයි
Yesterday at 7:23 am by කිත්සිරි ද සිල්වා

» මාස 02 කදී කොටස් වෙළෙඳපොළ සියයට 4 කින් කඩා වැටිලා
Tue Jun 19, 2018 8:31 pm by serene

» කිම් - ට්‍රම්ප් හමුව: දෙරටේ නායකයෝ සාකච්ඡා අරඹති
Sun Jun 17, 2018 10:55 am by Ethical Trader

» DOCK.N0000 (COLOMBO DOCKYARD PLC)
Sat Jun 16, 2018 8:20 am by spw19721

» TPL.N0000 (TALAWAKALE PLANTATIONS )
Thu Jun 14, 2018 7:17 am by lanka

» සපත්තු පෙට්ටියකින් හමු වූ චීන මල් බඳුන පවුම් මිලියන 14 අලෙවි වේ
Wed Jun 13, 2018 12:03 pm by Ethical Trader

» Dividend Announcement
Wed Jun 13, 2018 11:49 am by Ethical Trader

» LLUB.N0000 (CHEVRON LUBRICANTS LANKA PLC)
Wed Jun 13, 2018 11:47 am by Ethical Trader

» ලංකාවේ ඉපිද, බ්‍රිතාන්‍යයේ නගරාධිපති පදවියකට පත් වූ කරීමා
Tue Jun 12, 2018 3:19 pm by Ethical Trader

» KGAL.N0000 (Kegalle Plantation PLC)
Tue Jun 12, 2018 2:40 pm by Ethical Trader

» Where in the world is it easiest to get rich?
Tue Jun 12, 2018 7:53 am by CK

» "එළ හරකා - මී හරකා ආර්ථික ප්‍රතිපත්ති" සහ ඩොලරයට සාපේක්ෂව පහළ වැටෙන රුපියල
Sat Jun 09, 2018 11:07 am by Ethical Trader

» Top 20 magnificient eyes from around the world
Fri Jun 08, 2018 11:10 am by Ethical Trader

» ගෝඨාභය නඩු: උපරිමාධිකරණ විනිසුරුවරුන් දෙදෙනෙක් ඉවත්වෙති
Thu Jun 07, 2018 6:16 pm by sashimaal

» මුහුදු පතුලේ තැන්පත් කළ දත්ත ගබඩාව "යථාර්ථයක් විය හැකි විකාර අදහසක්"
Thu Jun 07, 2018 6:00 pm by Ethical Trader

» KFP.N0000(Keels Food Products PLC)
Thu Jun 07, 2018 8:54 am by lanka

» Sri Lanka Port Authority profits up after China takeover of Hambantota
Wed Jun 06, 2018 5:58 pm by Ethical Trader

» Tax hike to trim profits of Sri Lankan life insurers: Fitch
Wed Jun 06, 2018 5:55 pm by Ethical Trader

» Rupee weakens, stocks gain 0.23-pct
Wed Jun 06, 2018 5:54 pm by Ethical Trader

» ශ්‍රී ලංකාවේ 'අධිකරණයට අපහාස කිරීම' ගැන දැන සිටිය යුතු නීති පසුබිම
Tue Jun 05, 2018 6:50 pm by කිත්සිරි ද සිල්වා

» Sri Lanka finance ministry accounts qualified by Auditor General
Tue Jun 05, 2018 1:28 pm by Ethical Trader

» IFC invests US$2.5mn in Sri Lanka's PickMe
Tue Jun 05, 2018 1:22 pm by Ethical Trader

» Sri Lanka state banks most in need capital for Basel III, new risk identified
Tue Jun 05, 2018 1:21 pm by Ethical Trader

» Sri Lanka's ETI Finance able to settle small depositors if liquidated
Tue Jun 05, 2018 12:53 pm by The Invisible

» Oil steady as extra U.S. supply balances strong demand
Mon Jun 04, 2018 3:59 pm by කිත්සිරි ද සිල්වා

» In the Meantime, Within Our Shores !
Mon Jun 04, 2018 3:32 pm by කිත්සිරි ද සිල්වා

» Cartoon of the day...
Mon Jun 04, 2018 11:47 am by nihal123

» SPEN.N0000
Sat Jun 02, 2018 6:19 pm by Ethical Trader

» තායිලන්තයෙන් අභ්‍යවකාශයට යන 'දූරියන්'
Fri Jun 01, 2018 5:18 pm by Ethical Trader

» නාසා අභ්‍යවකාශ යානයක් ප්ලූටෝ මත මීතේන් අයිස් වැටි සොයාගනී
Fri Jun 01, 2018 5:12 pm by Ethical Trader

» ඉන්දියාව ඉදිරියේ ශ්‍රී ලංකාව බලවත් වෙයි
Fri Jun 01, 2018 3:20 pm by sashimaal

» බන කියන පුංචි දරැවා
Fri Jun 01, 2018 11:21 am by Ethical Trader

» දරුවෙක් බේරාගත් මාලි ජාතික 'ස්පයිඩර් මෑන්'ට ප්‍රංශ පුරවැසිභාවය
Thu May 31, 2018 5:00 pm by Yin-Yang

» Exclusive: Cricket match-fixers caught in the act in Sri Lanka
Mon May 28, 2018 7:41 pm by sashimaal

» RIL.N0000 ( RIL Property )
Mon May 28, 2018 10:04 am by eco

» BFL.N0000 (Bairaha Farms PLC)
Sun May 27, 2018 10:39 pm by seek

» MTD Walkers (KAPI)
Sun May 27, 2018 10:34 pm by seek

» Sri Lanka's ex-Sports minister admits sleaze
Sat May 26, 2018 10:49 pm by Ethical Trader

» HNB regrets unauthorized incident at branch and says action taken
Sat May 26, 2018 10:15 pm by Ethical Trader

» Listed Sri Lanka hospitals have strong growth prospects: Fitch
Sat May 26, 2018 10:04 pm by Ethical Trader

» ශ්‍රී ලාoකීය බෞද්ධයාගේ සම්මා දිට්ඨිය
Sat May 26, 2018 10:03 pm by Ethical Trader

» Food for Thought
Sat May 26, 2018 11:24 am by Ethical Trader

» Theory of Everything
Fri May 25, 2018 3:33 pm by Ethical Trader

» ඊ.ටි.අයි ෆිනෑන්ස් විකිණිමට මහ බැංකුවේ අවසරය
Tue May 22, 2018 9:43 pm by Ethical Trader

» Elsewhere vs SL : Honesty, Social responsibility , Word twisting and Decency
Tue May 22, 2018 8:53 pm by Yin-Yang

June 2018
SunMonTueWedThuFriSat
     12
3456789
10111213141516
17181920212223
24252627282930

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 : 1329
Join date : 2014-02-23
Age : 36

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 : 1831
Join date : 2014-11-09
Age : 32
Location : Bei Jing

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 : 5639
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 : 5639
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 : 5160
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 : 3270
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 : 3592
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 : 1831
Join date : 2014-11-09
Age : 32
Location : Bei Jing

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 : 5160
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