The Investor Sentiment - Equity and investments forum for Sri Lankans

Join the forum, it's quick and easy

The Investor Sentiment - Equity and investments forum for Sri Lankans
The Investor Sentiment - Equity and investments forum for Sri Lankans
Would you like to react to this message? Create an account in a few clicks or log in to continue.
Please send an email to contact.lankaninvestor@gmail.com if you face any technical difficulties when posting
Search
Display results as :
Advanced Search
Latest topics
CCS.N0000 ( Ceylon Cold Stores)Wed Mar 20, 2024 11:31 amHawk Eye
When Will It Be Safe To Invest In The Stock Market Again?Wed Apr 19, 2023 6:41 amකිත්සිරි ද සිල්වා
Dividend AnnouncementsWed Apr 12, 2023 5:41 pmකිත්සිරි ද සිල්වා
MAINTENANCE NOTICE / නඩත්තු දැනුම්දීමThu Apr 06, 2023 3:18 pmකිත්සිරි ද සිල්වා
SEYB.N0000 (Seylan Bank PLC)Thu Mar 30, 2023 9:25 amyellow knife
The Korean Way !Wed Mar 29, 2023 7:09 amකිත්සිරි ද සිල්වා
In the Meantime Within Our Shores! Mon Mar 27, 2023 5:51 pmකිත්සිරි ද සිල්වා
What is Known as Dementia?Fri Mar 24, 2023 10:09 amකිත්සිරි ද සිල්වා
SRI LANKA TELECOM PLC (SLTL.N0000)Mon Mar 20, 2023 5:18 pmකිත්සිරි ද සිල්වා
THE LANKA HOSPITALS CORPORATION PLC (LHCL.N0000)Mon Mar 20, 2023 5:10 pmකිත්සිරි ද සිල්වා
Equinox ( වසන්ත විෂුවය ) !Mon Mar 20, 2023 4:28 pmකිත්සිරි ද සිල්වා
COMB.N0000 (Commercial Bank of Ceylon PLC)Sun Mar 19, 2023 4:11 pmකිත්සිරි ද සිල්වා
REXP.N0000 (Richard Pieris Exports PLC)Sun Mar 19, 2023 4:02 pmකිත්සිරි ද සිල්වා
RICH.N0000 (Richard Pieris and Company PLC)Sun Mar 19, 2023 3:53 pmකිත්සිරි ද සිල්වා
Do You Have Computer Vision Syndrome?Sat Mar 18, 2023 7:36 amකිත්සිරි ද සිල්වා
LAXAPANA BATTERIES PLC (LITE.N0000)Thu Mar 16, 2023 11:23 amකිත්සිරි ද සිල්වා
What a Bank Run ?Wed Mar 15, 2023 5:33 pmකිත්සිරි ද සිල්වා
104 Technical trading experiments by HUNTERWed Mar 15, 2023 4:27 pmkatesmith1304
GLAS.N0000 (Piramal Glass Ceylon PLC)Wed Mar 15, 2023 7:45 amකිත්සිරි ද සිල්වා
Cboe Volatility Index Tue Mar 14, 2023 5:32 pmකිත්සිරි ද සිල්වා
AHPL.N0000Sun Mar 12, 2023 4:46 pmකිත්සිරි ද සිල්වා
TJL.N0000 (Tee Jey Lanka PLC.)Sun Mar 12, 2023 4:43 pmකිත්සිරි ද සිල්වා
CTBL.N0000 ( CEYLON TEA BROKERS PLC)Sun Mar 12, 2023 4:41 pmකිත්සිරි ද සිල්වා
COMMERCIAL DEVELOPMENT COMPANY PLC (COMD. N.0000))Fri Mar 10, 2023 4:43 pmyellow knife
Bitcoin and Cryptocurrency Fri Mar 10, 2023 1:47 pmකිත්සිරි ද සිල්වා
CSD.N0000 (Seylan Developments PLC)Fri Mar 10, 2023 10:38 amyellow knife
PLC.N0000 (People's Leasing and Finance PLC) Thu Mar 09, 2023 8:02 amකිත්සිරි ද සිල්වා
Bakery Products ?Wed Mar 08, 2023 5:30 pmකිත්සිරි ද සිල්වා
NTB.N0000 (Nations Trust Bank PLC)Sun Mar 05, 2023 7:24 amකිත්සිරි ද සිල්වා
Going South Sat Mar 04, 2023 10:47 amකිත්සිරි ද සිල්වා
When Seagulls Follow the TrawlerThu Mar 02, 2023 10:22 amකිත්සිරි ද සිල්වා
Re-activatingSat Feb 25, 2023 5:12 pmකිත්සිරි ද සිල්වා
SAMP.N0000 (Sampath Bank PLC)Wed Nov 30, 2022 8:24 amකිත්සිරි ද සිල්වා
APLA.N0000 (ACL Plastics PLC)Fri Nov 18, 2022 7:49 amකිත්සිරි ද සිල්වා
AVOID FALLING INTO ALLURING WEEKEND FAMILY PACKAGES.Wed Nov 16, 2022 9:28 pmකිත්සිරි ද සිල්වා
Banks, Finance & Insurance Sector ChartTue Nov 15, 2022 5:26 pmකිත්සිරි ද සිල්වා
VPEL.N0000 (Vallibel Power Erathna PLC)Sun Nov 13, 2022 12:15 pmකිත්සිරි ද සිල්වා
DEADLY COCKTAIL OF ISLAND MENTALITY AND PARANOID PERSONALITY DISORDER MIX.Mon Nov 07, 2022 6:36 pmකිත්සිරි ද සිල්වා
WATA - WatawalaSat Nov 05, 2022 8:44 amකිත්සිරි ද සිල්වා
KFP.N0000(Keels Food Products PLC)Sat Nov 05, 2022 8:42 amකිත්සිරි ද සිල්වා
Capital Trust Broker in difficulty?Fri Oct 21, 2022 5:25 pmකිත්සිරි ද සිල්වා
IS PIRATING INTELLECTUAL PROPERTY A BOON OR BANE?Thu Oct 20, 2022 10:13 amකිත්සිරි ද සිල්වා
What Industry Would You Choose to Focus?Tue Oct 11, 2022 6:39 pmකිත්සිරි ද සිල්වා
Should I Stick Around, or Should I Follow Others' Lead?Tue Oct 11, 2022 9:07 amකිත්සිරි ද සිල්වා
DV-2024 Program: Online RegistrationThu Oct 06, 2022 11:26 amකිත්සිරි ද සිල්වා
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

Go down
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

FMCG Honey-moon Empty FMCG Honey-moon

Wed Sep 30, 2015 7:54 am
Message reputation : 100% (3 votes)
I have predicted that once the government is going to govern the FMCG honey-moon will end.

Today Mirror Business P1

Consumer driven rally to cool off soon with fiscal tightening

So those who live on the dream of booming food and beverage sector take a note of underlying economic issues.
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor
Posts : 9679
Join date : 2014-02-23
Age : 66
Location : රජ්ගම

FMCG Honey-moon Empty Re: FMCG Honey-moon

Wed Sep 30, 2015 8:17 am
Message reputation : 100% (1 vote)
Thanks YK. Very Happy
I was wondering whether it would be felt to counters like RICH too?
(Hold considerable amount there).
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

FMCG Honey-moon Empty Re: FMCG Honey-moon

Wed Sep 30, 2015 8:23 am
Message reputation : 100% (2 votes)
Please read Mirror Business very carefully today.

1 Sri Lankan July trade gap narrows sharply

Noteworthy foreign outflow ahead of Fed decision
Tourism earning up: remittances moderate

2. Consumer driven rally to cool off soon

3. Employers federation to break plantation wage deadlock

4. Mid-range hoteliers must change business model for survival

5 Rupee ends steady on state bank dollar sales


We have to seriously study the ground that we play and now try to figure the whole picture instead of patching up here and there and predict.
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

FMCG Honey-moon Empty Re: FMCG Honey-moon

Wed Oct 21, 2015 6:32 pm
Message reputation : 100% (2 votes)
It seems still the FMCG is performing well

Ceylon Cold Stores
Bairaha Farms

So far confirm the massive growth of EPS of FMCG sector.
When salaries of state employees increased substantially and when oil price is kept low, it created a consumer driven market.

Continuity of the FMCG rally depend on next fiscal policy direction
smallville
smallville
Top contributor
Top contributor
Posts : 1872
Join date : 2014-02-23
Location : Trying to figure out..

FMCG Honey-moon Empty Re: FMCG Honey-moon

Fri Oct 30, 2015 8:24 am
Message reputation : 100% (2 votes)
BFL has fallen from 240s despite a very healthy financial report. This means traders are out for the time being. They may also collect at 220 levels. The dividend of Rs. 2.0 is not encouraging it seems.. However, FMCG sector, at least the chicks, are not seeing the end is my opinion.
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

FMCG Honey-moon Empty Re: FMCG Honey-moon

Fri Oct 30, 2015 8:40 am
Message reputation : 100% (1 vote)
Shares get heated up due to speculators.. So the price of BFL went up.. Share is good.. Long term holders are very patient like vultures.. They mark time to enter... Speculators want to rush to next wave..So they cant wait patiently they just dump ..So BFL fall.. Dividend hunters have their choice...

At the end I too believe BFL will have more chances of maintaining the earnings...Just imagine increasing the inflow of tourists by few millions is like adding consumption demand...
avatar
rameez
Posts : 47
Join date : 2014-10-28

FMCG Honey-moon Empty Re: FMCG Honey-moon

Sun Nov 01, 2015 1:05 am
Message reputation : 100% (1 vote)
unfortunately the tourist we get either pretend to be vegies or stick to just one all inclusive meal a day.
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

FMCG Honey-moon Empty Re: FMCG Honey-moon

Mon Nov 02, 2015 8:24 am
Message reputation : 100% (1 vote)
Very good point Rameez...

This is my observation..(may be just one incident or may be in general ) The tourists who accommodate in Royal Palm Beach Hotel (5 star) who take all inclusive dinner are absent during lunch..

They sun bath on the sands and next move out to a nearby small house where they get lunch..

Why?

Either you can argue that they are so concerned about the cost...but I think its the different experience they seek...

Being a tourist they like to get what they do not get in their country.. People who talk English in different accent in half sentences, eating amazing food that is not available on standard menu every where, and enjoy the surrounding which is different....

We need not to have all the wealthy people and to assume a tourist as a walking-ATM , but a human being irrespective of how much he is willing to spend here..
smallville
smallville
Top contributor
Top contributor
Posts : 1872
Join date : 2014-02-23
Location : Trying to figure out..

FMCG Honey-moon Empty Re: FMCG Honey-moon

Mon Nov 02, 2015 8:40 am
Message reputation : 100% (1 vote)
Nice point YK.. Its actually locals want the big buffe lunches and enjoy many food they can eat.. he hee.. Suddas, on the other hand, looking for vast adventures they can get in their short stay..
avatar
yellow knife
Top contributor
Top contributor
Posts : 6980
Join date : 2014-03-27

FMCG Honey-moon Empty Re: FMCG Honey-moon

Mon Nov 02, 2015 8:53 am
Message reputation : 100% (1 vote)
There is another view on Western Tourist..

On my recent visit to N'Eliya I visited Sada Thanna... A nice location which was not opened for public earlier..

You cannot go in your own vehicle after reaching the ticket counter you have to take a safari Jeep..In this Jeep you can reach upto a center point where you can see 360 Panoramic view...Then only you can get out of the Jeep and take Photos...

The driver said " This place is attractive for Arabic and Sri Lankan only,, who do not like walking...

White man like to walk, cycle and move freely than just travel in a vehicle and take photos..."

But when we see a cycling White Man/Woman we say these are cost conscious tourists... Aren't they adventure conscious...?
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor
Posts : 9679
Join date : 2014-02-23
Age : 66
Location : රජ්ගම

FMCG Honey-moon Empty Re: FMCG Honey-moon

Mon Nov 02, 2015 9:36 am
The best way to see and feel any new place is to do like locals do.
That is what many tourists do these days.
The older definition of Tourists drawn in our mind has to change now.
If we are to reap the benefits of this new segment then we have to get our act polished.
Back to top
Permissions in this forum:
You cannot reply to topics in this forum