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 2 of 3 Previous  1, 2, 3  Next

Go down

Re: Hydro power - simple snapshot based on December quarter

Post by chutiputha on Mon Feb 23, 2015 10:45 pm

(+) Rep.

HAL9000 wrote: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
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 First Guy on Mon Feb 23, 2015 10:49 pm

Looking at today's run feel I sold my VLL bit too early Very Happy

chinwi - I expect VLL to catch up with VPEL some day+
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 First Guy on Thu Apr 09, 2015 7:02 am

so VLL has given 100% return in rather good time.

HPWR needs to show some profit for next quarter (it was in profit if you take out the thermal power so it should be in good profit now) and also a possible dividend. They have cash but possible they might pay off some debt with it. Any idea on the effects of capital reduction?

HPFL too needs to show some more profits to get more people interested. Most want to see that profit on paper before investing. This is where those who identify the earnings early become the winners!

VPEL - expecting little or no profit this quarter. Looking at the price I guess market has identified this, although if they keep up the earnings in Sep and Dec quarter, this is worth more.
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 Backstage on Thu Apr 09, 2015 8:50 am

The dry quarter was the wettest dry quarter we have had in several years.
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 Thu Apr 09, 2015 11:52 pm

VPEL gives monthly production data in its website. For the 1st 3 months, the production has decreased by 5.7% y/y but I'm expecting around 15% + increase in revenues due to tariff increase(?)

Bottom-line, I'm expecting little or nothing this quarter. Let's see. But taking a 12 month view, still worth for the dividends.
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 jiggysaurus on Fri Apr 10, 2015 11:30 am

First Guy wrote:

HPWR needs to show some profit for next quarter (it was in profit if you take out the thermal power so it should be in good profit now) and also a possible dividend. They have cash but possible they might pay off some debt with it. Any idea on the effects of capital reduction?


Only reason to reduce the stated capital is to move the reduced amount into retained earnings. Once it is in retained earnings it can be paid out as dividends. Since management now owns shares in the company through Trydan the resus monkey might give out a reasonable dividend within the next 6 months.

jiggysaurus
Top contributor
Top contributor

Posts : 548
Join date : 2014-07-09

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by First Guy on Sat Apr 11, 2015 4:02 pm

VLL keeps marching on thanks to buying from Directors. I'm amazed to see such big quantities being sold daily. Will it drop once buying is over?

HPFL and HPWR consolidating at current prices while PAP had some buying from an existing stakeholder.
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 jiggysaurus on Thu Apr 23, 2015 12:19 pm

jiggysaurus wrote:
First Guy wrote:

HPWR needs to show some profit for next quarter (it was in profit if you take out the thermal power so it should be in good profit now) and also a possible dividend. They have cash but possible they might pay off some debt with it. Any idea on the effects of capital reduction?


Only reason to reduce the stated capital is to move the reduced amount into retained earnings. Once it is in retained earnings it can be paid out as dividends. Since management now owns shares in the company through Trydan the resus monkey might give out a reasonable dividend within the next 6 months.

How the power of the resus monkey?

jiggysaurus
Top contributor
Top contributor

Posts : 548
Join date : 2014-07-09

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by First Guy on Fri Apr 24, 2015 8:01 am

VLL touched 8.50/- Great returns for those who bought at 3.50/- and also subscribed for rights.

HPWR dividend getting closer perhaps. Ned shareholder approval for capital reduction.

HPFL dividend is possible too after the bumper quarter.
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 wagonr on Fri May 01, 2015 5:30 pm

First Guy wrote:VLL touched 8.50/- Great returns for those who bought at 3.50/- and also subscribed for rights.

HPWR dividend getting closer perhaps. Ned shareholder approval for capital reduction.

HPFL dividend is possible too after the bumper quarter.

Thanks All
avatar
wagonr

Posts : 76
Join date : 2015-04-09

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by First Guy on Tue Jun 16, 2015 7:16 am

As expected HPFL paid a good dividend. Instead of using the cash for expansion they turned to debt which at this rate is good.

Now they have added 800kW to their capacity taking the total to 4.9MW

[You must be registered and logged in to see this link.]
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 First Guy on Sat Jun 27, 2015 9:03 pm

Here is an updated snapshot of trading info.

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

* Since the beginning of the thread, HPFL has given the best gains including a bumper dividend followed by VLL.
* VPEL is generating extremely good return on equity and payout out almost everything, thus a good dividend yield.
* Expectations are high on HPWR dividend. Once that is paid out, ROE will be much better than what's shown.
* VLL is reinvesting most of the profits in the business with possible good future growth
* HPFL is still not at 100% but showing good signs. Increased trading activity as well.


Last edited by First Guy on Sat Jun 27, 2015 9:43 pm; edited 1 time in total
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 serene on Sat Jun 27, 2015 9:13 pm

Thanks 1st G. Super.

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 Crystal2008 on Thu Jul 30, 2015 12:57 am

First Guy wrote:Here is an updated snapshot of trading info.

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

* Since the beginning of the thread, HPFL has given the best gains including a bumper dividend followed by VLL.
* VPEL is generating extremely good return on equity and payout out almost everything, thus a good dividend yield.
* Expectations are high on HPWR dividend. Once that is paid out, ROE will be much better than what's shown.
* VLL is reinvesting most of the profits in the business with possible good future growth
* HPFL is still not at 100% but showing good signs. Increased trading activity as well.

Guys, What do you think about last quarter results, will be good Question
As per my opinion, the whole sector appreciated for last few months, some are still standing strong

Crystal2008

Posts : 11
Join date : 2015-02-16

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by yellow knife on Thu Jul 30, 2015 6:47 am

Thanx FG

yellow knife
Top contributor
Top contributor

Posts : 6025
Join date : 2014-03-27

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by First Guy on Thu Jul 30, 2015 7:20 am

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

This is my prediction for VPEL. I'm not sure about others as my prediction the last quarter was wrong for them.

We need to watch out for HPWR's results. To me I'm wondering whether the repurchase price is really fair, in addition that is in Sept. So almost two quarters more from the last reported results. Will it be fair by then?
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 Crystal2008 on Fri Jul 31, 2015 12:11 am

Thanks FG Very Happy
Regarding VPEL, we have seen their earnings has improved in Q1
If they continue their results of Q2, Q3 and Q4 as previous year, i guess, it reaches EPS around 1.10 - 1.25,, Dividend will be other plus point and that would be at least 5% - 6%
Of course, Mostly, results based on adequate rain-fall throughout the year

Note : Not holding VPEL

Crystal2008

Posts : 11
Join date : 2015-02-16

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by First Guy on Fri Jul 31, 2015 7:43 pm

See the below post. Good if we continue VPEL related discussion on that thread.
[You must be registered and logged in to see this link.]

Illusion mentioned about finance cost and I agree. Although volumes fell, revenue might still improve due to tariff. Cost benefits will also add to the bottom line.
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 First Guy on Wed Sep 16, 2015 8:07 am

VEPL power output has decreased in July and August compared to last year.

Expect EPS less than 0.50/- for this quarter if there is no increase in tariff and if same trend continues in September.
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 Mon Oct 26, 2015 7:18 pm

A good trading opportunity is developing with HPFL
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 First Guy on Tue Oct 27, 2015 7:54 am

pathfinder wrote:A good trading opportunity is developing with HPFL

Well it did reach a low of 7 if I'm right for quite some time. This went past 9 when the last dividend was announced.

It has a new plant in operation which contributed a bit for June quarter.
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 First Guy on Fri Nov 13, 2015 6:52 am

First Guy wrote:VEPL power output has decreased in July and August compared to last year.

Expect EPS less than 0.50/- for this quarter if there is no increase in tariff and if same trend continues in September.

EPS for the quarter at 0.36/-

Last year it was 0.50/-
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 First Guy on Tue Jun 14, 2016 10:07 pm

HPFL announced 0.30/- dividend while EPS was less than half!

Anyway it has enough cash generated during this period to pay. I don't think HPFL has any new projects so it can use the cash for dividends. But as per HPWR annual report, tariff has reduced and only way these companies can increase future revenue is by new plants.

VPEL also in same boat where it has good cashflow.

HPWR, PAP and VLL have new projects ongoing.
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 Hawk Eye on Wed Jun 15, 2016 9:28 am

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


From PAP Annual Report
avatar
Hawk Eye

Posts : 424
Join date : 2014-03-11

Back to top Go down

Re: Hydro power - simple snapshot based on December quarter

Post by spw19721 on Tue Apr 24, 2018 10:51 pm

chinwi wrote:Thanks.

 . I feel we may see 150/-  US$ in 15-20 months if no strong external support gained.


Just happend to bump this thread and saw this.posted on Sun Feb 15, 2015 6:25 pm.What a prediction CHINWI ? Sadly your target has been outperformed now.

btw,any updates on this sector? many lakes,tanks has been filled and opened the spills while VPEL ,VLL trading 52 weeks low..
avatar
spw19721
Active Member
Active Member

Posts : 489
Join date : 2015-08-22

Back to top Go down

Page 2 of 3 Previous  1, 2, 3  Next

Back to top


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