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» DOCK.N0000 (COLOMBO DOCKYARD PLC)
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DIPD.N0000 (Dipped Products)

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DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 3:51 pm

Bad news is like music to a long term investor..

Once it was Seylan Bank.. after Seylan Group issue the price of the share fell and those who trusted the bank during the bad time those who dared to buy soon had a nice time..

Dipped is another such share.. It had a bad time.. Price went down even below Net Asset Value.. Those who dared to buy Dipped had a good time next..

So my analysis is on Dipped Products..


Last edited by yellow knife on Tue Jul 07, 2015 7:44 am; edited 3 times in total (Reason for editing : TOPIC CHANGE TO COMPANY NAME)

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 3:54 pm

Its sales turnover continued with dedicated  customers..

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 3:56 pm

2012 recorded highest profit of the company and soon had to face problems with Rathupaswala incident...

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 3:58 pm

Dipped Products maintained good EPS and continued paying good dividend...

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Re: DIPD.N0000 (Dipped Products)

Post by dhanurrox on Thu Jul 02, 2015 3:58 pm

It fell to 85 and I also bought ended up at 150

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 3:59 pm

There were good opportunities to pick this share even when PE ratio was below 5

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 4:01 pm

Dhanu has dared to pick the share when others opt not to...

When PE ratio was very high this share was much in demand.. but when the price fell down many neglect it ..

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Re: DIPD.N0000 (Dipped Products)

Post by dhanurrox on Thu Jul 02, 2015 4:02 pm

yellow knife wrote:Dhanu has dared to pick the share when others opt not to...

When PE ratio was very high this share was much in demand.. but when the price fell down many neglect it ..
We personally discussed this.CCS too. Wink Wink

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 4:05 pm

Debt to Equity ratio was continously coming down making the company to reduce its finance cost..

Many companies in CSE are now getting rid of debt. TJL was proud to announce zero debt situation... Fortress Resorts (RHTL) is now entering into zero debt situation..

Even if Dipped will not join zero debt in future a company that enjoy financial slack will always find good opportunists and to fund big project through bank loans where ever there is opportunity..

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 4:15 pm

Long term investors should evaluate a company with proven history and the best time is to buy when its net asset value is higher than market value..

As Warren Buffet says one right decision per annum is more than enough and of course you will not get such opportunities always..

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Re: DIPD.N0000 (Dipped Products)

Post by Ethical Trader on Thu Jul 02, 2015 4:19 pm

Thanks YK. Its a very good analysis. I too entered this share during Rathupaswala saga dispite the risks involved, knowing its future potential.
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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Jul 02, 2015 4:19 pm

Dhanu your picking price was one of the best as now you see in the chart..

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Fri Jul 03, 2015 7:34 am

Now we can compare Plantation Sector and Manufacturing Sector.

R= P*Q

So irrespective of the sector Revenue is always depending on Price and Quantity.. In Plantation sector both P and Q is dependent on factors beyond control of the company. But in Manufacturing sector P and Q is both under the control of the company..

TPL.N is one of the best plantation companies but had two negative EPS in two years earlier.. But DPL.N continuously recorded positive EPS..

Thus manufacturing sector gives more stable reliable income than plantation sector as long as you are well managed..

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Re: DIPD.N0000 (Dipped Products)

Post by First Guy on Fri Jul 03, 2015 7:49 am

Missed this thread yday. Good analysis YK! Hope to give my input sometime as well although I held this only briefly some time ago.

Btw YK, the ticker is DIPD. I have corrected it in the title.

DPL is Dankotuwa Smile


Last edited by First Guy on Fri Jul 03, 2015 7:56 am; edited 1 time in total
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Re: DIPD.N0000 (Dipped Products)

Post by First Guy on Fri Jul 03, 2015 7:54 am

yellow knife wrote:Bad news is like music to a long term investor..

Once it was Seylan Bank.. after Seylan Group issue the price of the share fell and those who trusted the bank during the bad time those who dared to buy soon had a nice time..

Dipped is another such share.. It had a bad time.. Price went down even below Net Asset Value.. Those who dared to buy Dipped had a good time next..

So my analysis is on Dipped Products..

Usually it's the retailers who panic and sell off in case of any bad news in my opinion regardless of the actual impact. We/they do not evaluate the impact to the performance and price when a news is out, however good or bad. Sometimes the price would have already been adjusted to that in the anticipation of such news.

Although at times it will not be possible to evaluate or there won't be a solution to a problem until the management comes out with one, but shouldn't we assume that they would have it covered at most times? Based on the past deeds of the management we need to put trust on them.
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Re: DIPD.N0000 (Dipped Products)

Post by Sriranga on Fri Jul 03, 2015 8:03 am

Thanks YK. Really good presentation and analysis.
Expecting more on Plantation sector in coming days.

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Re: DIPD.N0000 (Dipped Products)

Post by Leon on Fri Jul 03, 2015 8:16 am

Thanks YK. + rep

Isn't it too early on plantations?? Anyway If rubber picks up KEGL is one share that should be looked on. Now trading below NAV.
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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Fri Jul 03, 2015 8:17 am

Thanx FG for correcting the name of the company... What a mistake.... Embarassed 

When we evaluate Banks we use camel

Camel?

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No..not that one

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Fri Jul 03, 2015 8:20 am

out of above five variables the mid one Quality of Management is a qualitative one..

We can not quantify this variable..

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Fri Jul 03, 2015 8:22 am

Leon wrote:Thanks YK. + rep

Isn't it too early on plantations?? Anyway If rubber picks up KEGL is one share that should be looked on. Now trading below NAV.

I will do a separate analysis on Kegal.n and FG has also commented on Kgal..

Once again that company is also under good management of Dr Sena Yaddehige

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Re: DIPD.N0000 (Dipped Products)

Post by sashimaal on Sat Oct 17, 2015 7:47 am

DIPD sensitivity analysis by Capital Trust

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Sat Oct 17, 2015 7:57 pm

Thanx Shshimal

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Re: DIPD.N0000 (Dipped Products)

Post by Illusion on Sat Oct 17, 2015 9:20 pm

Thank you Sashimal.

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Re: DIPD.N0000 (Dipped Products)

Post by Future123 on Wed Oct 21, 2015 9:35 pm

Please share your ideas on DIPD. What do you think about Q2 results? Expers, Yellowknife, FG, Small, SLS and everyone.

Please clarify my doubts.
1) Is DIPD exposed heavily for tea and rubber? If so, is it significant to distort the overall performance?
2) How much the rupee devaluation helped them in Q2?
3) Any idea about profits and EPS?

Q1 wasn't good for them due to Euro weakening. But in Q2 Euro was appreciating against Rupee.

Please share your thoughts.

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Re: DIPD.N0000 (Dipped Products)

Post by yellow knife on Thu Oct 22, 2015 7:55 am

A clear answer for above Q2 lies in Shashimal's link above.

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