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PANTOMATH
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Ethical Trader
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MTD WALKERS - KAPI
Backstage- Top contributor
- Posts : 3803
Join date : 2014-02-24
slstock- Veteran
- Posts : 6216
Join date : 2014-06-12
X thanks for the additional info.
2 things need to be noted
1) One needs to be careful when highlighting Engineering( growth prospects) here . Else it can give the wrong signal if not defined correctly.
KAPI mainly has 2 Engineering sectors
a) Civil Engineering
b) Engineering Services
Note Civil Engineering is essentially Construction.
So best not look at the Engineering term here as major speciality when comparing to AEL.
If one is talking about Engineering apart from construction the Engineering referred to would be ( different to AEL business) Engineering Services which has Ship repair, Heavy Engineering , Some Electrical and Mechanical Eng services etc,
Bottom line :
Constructions is still KAPI cash cow. By 20 14FY It is the 8 billion revenue item. This is one that has big impact. So if one is analysing do not forget the effects on this ( study contract etc)
Other Engineering sector is tiny about 1/20 of the size of construction!
2) Do not forget the Eps dilution after right issue.
Basically if KAPI earned Rs 3 per share before right issue, now it will be around Rs 2 earning per share.
I said this for long term investors. Short term price jumps/trade can happen. 2 are different.
2 things need to be noted
1) One needs to be careful when highlighting Engineering( growth prospects) here . Else it can give the wrong signal if not defined correctly.
KAPI mainly has 2 Engineering sectors
a) Civil Engineering
b) Engineering Services
Note Civil Engineering is essentially Construction.
So best not look at the Engineering term here as major speciality when comparing to AEL.
If one is talking about Engineering apart from construction the Engineering referred to would be ( different to AEL business) Engineering Services which has Ship repair, Heavy Engineering , Some Electrical and Mechanical Eng services etc,
Bottom line :
Constructions is still KAPI cash cow. By 20 14FY It is the 8 billion revenue item. This is one that has big impact. So if one is analysing do not forget the effects on this ( study contract etc)
Other Engineering sector is tiny about 1/20 of the size of construction!
2) Do not forget the Eps dilution after right issue.
Basically if KAPI earned Rs 3 per share before right issue, now it will be around Rs 2 earning per share.
I said this for long term investors. Short term price jumps/trade can happen. 2 are different.
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
As you guys are discussing about the Civil Engineering sector of KAPI here is the future looks like,
Inclusion of large scale projects in to the order book of civil engineering sector, demonstrates a continuous revenue generating potential which is expected to be over 20% YoY during FY15-17 period. Civil engineering sector that con-tributed to 80% of Company’s Revenue demonstrated 65% YoY in FY14, with a confirmed rich order book until 2017. Hence we can expect, 15% YoY bottom line growth for FY15-17E period. Having an in-house engineering design arm, operating of seven quarry sites, producing construction aggregate and availability of asphalt and ready mix concrete will enable the sector to operate competitively in terms of quality and cost that will help in winning new contracts in the long term whilst improving Net Margins. For instance the company was awarded to construct 5000 housing units at Madampitiya, apart from the contract of constructing 872 housing units which is to be completed in FY15E. Widening of 2 bridges (nawala and Rajagiriya) aimed at reducing traffic congestion, rehabilitation of a dam under the Dam safety and water resources planning project are some of the major projects in the pipeline.
Few more to come need to search more,
Inclusion of large scale projects in to the order book of civil engineering sector, demonstrates a continuous revenue generating potential which is expected to be over 20% YoY during FY15-17 period. Civil engineering sector that con-tributed to 80% of Company’s Revenue demonstrated 65% YoY in FY14, with a confirmed rich order book until 2017. Hence we can expect, 15% YoY bottom line growth for FY15-17E period. Having an in-house engineering design arm, operating of seven quarry sites, producing construction aggregate and availability of asphalt and ready mix concrete will enable the sector to operate competitively in terms of quality and cost that will help in winning new contracts in the long term whilst improving Net Margins. For instance the company was awarded to construct 5000 housing units at Madampitiya, apart from the contract of constructing 872 housing units which is to be completed in FY15E. Widening of 2 bridges (nawala and Rajagiriya) aimed at reducing traffic congestion, rehabilitation of a dam under the Dam safety and water resources planning project are some of the major projects in the pipeline.
Few more to come need to search more,
slstock- Veteran
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Join date : 2014-06-12
What is the date of the above report and which broker?
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
slstock wrote:What is the date of the above report and which broker?
I got this infor from a friend of Nation Lanka Stock brokers When asked about the cash cow of KAPI. Why any problem in obtaining such information & posting here.
Last edited by RPPA on Sun May 17, 2015 7:41 pm; edited 1 time in total
slstock- Veteran
- Posts : 6216
Join date : 2014-06-12
I see.
When was this report made?
Ex 2014 June situation and 2015 March situation can l be different
When was this report made?
Ex 2014 June situation and 2015 March situation can l be different
RPPA wrote:slstock wrote:What is the date of the above report and which broker?
I got this infor from a friend of Nation Lanka Stock brokers.
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
slstock wrote:I see.
When was this report made?
Ex 2014 June situation and 2015 March situation can l be differentRPPA wrote:slstock wrote:What is the date of the above report and which broker?
I got this infor from a friend of Nation Lanka Stock brokers.
He has e-mailed me only that part as I specifically wanted to know about KAPI's cash cow as per the Sash's question.And so he might have got the information from a particular report & sent it to me.
As far as I know KAPI has no issues in any of the projects so far. But completion of them may get delayed, due to prevailing circumstances.
I am searching more on KAPI & others can contribute too.
slstock- Veteran
- Posts : 6216
Join date : 2014-06-12
I see.
Many other already did contribute. Some several times
Many other already did contribute. Some several times
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
slstock wrote:I see.
Many other already did contribute. Some several times
As requested you will see few more new threads in the future from me with proper justifications. As I see it is important to recommend a stock, Which is about to appreciate in near future.
You are welcome SLS with your comments too.
Last edited by RPPA on Sun May 17, 2015 8:15 pm; edited 1 time in total
slstock- Veteran
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Join date : 2014-06-12
LIKE
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
You know SLS I run a portfolio in 30:70 basis. Which means 30% investment category (6M) & 70% trading. Out of 70% again 40% will be for max 3M holding & other 30% will be very short term trading.
I am pretty good at trading, So I stick with it with less credit.
That is why i try to help others with accurate recommendations in the short term some times may be in one or two lines. But the reliability by way of price appreciation matters than anything else.
KAPI, time will tell.
I am pretty good at trading, So I stick with it with less credit.
That is why i try to help others with accurate recommendations in the short term some times may be in one or two lines. But the reliability by way of price appreciation matters than anything else.
KAPI, time will tell.
slstock- Veteran
- Posts : 6216
Join date : 2014-06-12
We all know market needs traders also. That perfectly all right.
I too have trading shares in my portfolio ( not as much as your allocation) .
I trade limitedly due to various reasons .
Well any share can increase in price in short term. So no harm trying to identify and give tips.
Just be clear your prediction is meant for and what period. So people don't misinterpret it.
For example if we talk so much on KAPI and many others put comments ( there a quite few interested in KAPI I see), you know some new comers will think KAPI is so attractive and it will go to RS 100 in 1 month .
When people follow us , we should have have higher responsibilites and standards than before.
With power come greater responsibility right.
Last time there was promotion on KAPI which pushed to about Rs 90. I don't want that to happen as I don't see KAPI is worth Rs 90 at present fundamentals. ( but KAPI has some value and growth potential as we discussed)
These things happened. It will happen again . Maybe other forum are different. But many people here are different too.
I know you like to be in all 3 forums . I know many may not know me as I am only in this "smaller" forum but publicity and ambition are not too important to me right now.
Am not related to any profession on economics or anything to directly do with CSE. So my views are different. ( am not saying I will be here always and I will do only volunteer service for ever. Volunteer work doesn't feed me. I am no 100% saint). But the way I look at life and how I like to earn is different.
I said all this for you to better know me.
You know , I was also a "hidden force" to get you to this forum. You can ask *** that.
As soon as you came , I communicated with you over several PMs.
So I expect a lot from you in a good way. Keep it up. All the best.
I too have trading shares in my portfolio ( not as much as your allocation) .
I trade limitedly due to various reasons .
Well any share can increase in price in short term. So no harm trying to identify and give tips.
Just be clear your prediction is meant for and what period. So people don't misinterpret it.
For example if we talk so much on KAPI and many others put comments ( there a quite few interested in KAPI I see), you know some new comers will think KAPI is so attractive and it will go to RS 100 in 1 month .
When people follow us , we should have have higher responsibilites and standards than before.
With power come greater responsibility right.
Last time there was promotion on KAPI which pushed to about Rs 90. I don't want that to happen as I don't see KAPI is worth Rs 90 at present fundamentals. ( but KAPI has some value and growth potential as we discussed)
These things happened. It will happen again . Maybe other forum are different. But many people here are different too.
I know you like to be in all 3 forums . I know many may not know me as I am only in this "smaller" forum but publicity and ambition are not too important to me right now.
Am not related to any profession on economics or anything to directly do with CSE. So my views are different. ( am not saying I will be here always and I will do only volunteer service for ever. Volunteer work doesn't feed me. I am no 100% saint). But the way I look at life and how I like to earn is different.
I said all this for you to better know me.
You know , I was also a "hidden force" to get you to this forum. You can ask *** that.
As soon as you came , I communicated with you over several PMs.
So I expect a lot from you in a good way. Keep it up. All the best.
RPPA wrote:You know SLS I run a portfolio in 30:70 basis. Which means 30% investment category (6M) & 70% trading. Out of 70% again 40% will be for max 3M holding & other 30% will be very short term trading.
I am pretty good at trading, So I stick with it with less credit.
That is why i try to help others with accurate recommendations in the short term.
KAPI time will tell.
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
Quote
For example if we talk so much on KAPI and many others put comments ( there a quite few interested in KAPI I see), you know some new comers will think KAPI is so attractive and it will go to RS 100 in 1 month .
When people follow us , we should have have higher responsibilites and standards than before.
With power come greater responsibility right.
No one has said KAPI would move to 100 in 1 month.I have clearly hinted 65/- in the short term. So no miss communication. And I don't have any power in here.And as far as I know I have not taken any one for a ride. All my recommendations are mostly accurate.
Quote
I know you like to be in all 3 forums . I know many may not know me as I am only in this "smaller" forum but publicity and ambition are not too important to me right now.
I am not active in 3 forums. I am active in only 2.
Quote
Am not related to any profession on economics or anything to directly do with CSE. So my views are different. ( am not saying I will be here always and I will do only volunteer service for ever. Volunteer work doesn't feed me. I am no 100% saint). But the way I look at life and how I like to earn is different.
I said all this for you to better know me.
Yes I understand you & I kept my respect to you always.
Quote
You know , I was also a "hidden force" to get you to this forum. You can ask *** that.
As soon as you came , I communicated with you over several PMs.
So I expect a lot from you in a good way. Keep it up. All the best.
Please tell me what I have done bad.
*** I don't understand.
For example if we talk so much on KAPI and many others put comments ( there a quite few interested in KAPI I see), you know some new comers will think KAPI is so attractive and it will go to RS 100 in 1 month .
When people follow us , we should have have higher responsibilites and standards than before.
With power come greater responsibility right.
No one has said KAPI would move to 100 in 1 month.I have clearly hinted 65/- in the short term. So no miss communication. And I don't have any power in here.And as far as I know I have not taken any one for a ride. All my recommendations are mostly accurate.
Quote
I know you like to be in all 3 forums . I know many may not know me as I am only in this "smaller" forum but publicity and ambition are not too important to me right now.
I am not active in 3 forums. I am active in only 2.
Quote
Am not related to any profession on economics or anything to directly do with CSE. So my views are different. ( am not saying I will be here always and I will do only volunteer service for ever. Volunteer work doesn't feed me. I am no 100% saint). But the way I look at life and how I like to earn is different.
I said all this for you to better know me.
Yes I understand you & I kept my respect to you always.
Quote
You know , I was also a "hidden force" to get you to this forum. You can ask *** that.
As soon as you came , I communicated with you over several PMs.
So I expect a lot from you in a good way. Keep it up. All the best.
Please tell me what I have done bad.
*** I don't understand.
xmart- Top contributor
- Posts : 732
Join date : 2015-01-17
well well well.. guys chilled out! ++
SLS, it seems you are not happy about the discussion about KAPI. i can't see anyone misleading anyone here.
anyway, i feel you got my cash cow thing in wrong manner. let me clarify!
Engineering is Civil, Mechanical, Electrical, Process, Material, Software, Networking, Electronic etc.
Though they have divided their business as projects (construction & engineering), Manufacturing, Air Conditioning and Road Projects, ultimately all of them fall in to Engineering.
In age of mega hydro projects their cash cow was infrastructure development projects. in post war their cash cow was road development projects. even if roads and bridges are no longer to make huge profit, they have a good demand for piling, dam projects, fuel storage tanks, penstock installation. air conditioning and ventilation. so, my point was they have adapted to prevailing best option and they have ability to do so in future as well. the key is management!
that is true, they can't do miracles with EPS. i said that i have followed the business not the stock. if there are no roads and bridges they have the ability to move into next best option. but i agree there will be some laps during cash cow transition period.
this is not a buy/sell recommendation. we all have different approaches than others. not all of our approaches are 100% accurate either. if anyone get offended or misled by my post, i'm really sorry about it.
SLS, it seems you are not happy about the discussion about KAPI. i can't see anyone misleading anyone here.
anyway, i feel you got my cash cow thing in wrong manner. let me clarify!
1) One needs to be careful when highlighting Engineering( growth prospects) here . Else it can give the wrong signal if not defined correctly.
KAPI mainly has 2 Engineering sectors
a) Civil Engineering
b) Engineering Services
Note Civil Engineering is essentially Construction.
So best not look at the Engineering term here as major speciality when comparing to AEL.
If one is talking about Engineering apart from construction the Engineering referred to would be ( different to AEL business) Engineering Services which has Ship repair, Heavy Engineering , Some Electrical and Mechanical Eng services etc,
Engineering is Civil, Mechanical, Electrical, Process, Material, Software, Networking, Electronic etc.
Though they have divided their business as projects (construction & engineering), Manufacturing, Air Conditioning and Road Projects, ultimately all of them fall in to Engineering.
In age of mega hydro projects their cash cow was infrastructure development projects. in post war their cash cow was road development projects. even if roads and bridges are no longer to make huge profit, they have a good demand for piling, dam projects, fuel storage tanks, penstock installation. air conditioning and ventilation. so, my point was they have adapted to prevailing best option and they have ability to do so in future as well. the key is management!
that is true, they can't do miracles with EPS. i said that i have followed the business not the stock. if there are no roads and bridges they have the ability to move into next best option. but i agree there will be some laps during cash cow transition period.
http://www.sundaytimes.lk/ wrote:MTD Walkers PLC (MTD), the infrastructure development company, in a bid to expand its core competencies is actively looking at expanding to the Middle East and Africa, while also eyeing Myanmar in the construction sector, officials said. “We are in discussion with construction companies in the Middle East and African region,” Jehan Amaratunga, Deputy Chairman MTD Walkers told the Business Times.
He said they are also exploring the option of going to some of these countries on their own. “We are evaluating all options currently,” he said, adding Myanmar is also in their radar. “It is still a little too early as Myanmar is still getting its legal systems (for investing) in order.” Myanmar is rushing to catch up and make itself attractive to international investors as a place to do business, he said, noting that this is definitely a country MTD has set its sights on.
MTD, which has investments and firms ranging from power, road construction, mechanical engineering, air-conditioning and refrigeration, plantation and machinery, has plans to expand its steel fabrication arm WAD Lanka. “This company is engaged in air condition duct manufacturing. It’s equipped to do white steel fabrication for non corrosive purposes such as pipelines for the water sector. So we will get into fabrication of such products which require white steel,” Mr. Amaratunga said.
He added that expansions in the marine engineering are also in order through its subsidiary Colombo Engineering. MTD has also cottoned onto real estate by planning to acquire Wilcon Development, the local unit of the Malaysian property development company, Metacorp Berhad (Metacorp), for Rs.2.17 billion. “We got board approval to acquire this firm,” Mr. Amaratunga said, adding that this is a natural fit in their business portfolio. He said that MTD wants to tap the middle segment in apartments and it will be in the suburbs. “We feel there’s a niche in the suburbs – especially in areas where the highways interject,” he added.
this is not a buy/sell recommendation. we all have different approaches than others. not all of our approaches are 100% accurate either. if anyone get offended or misled by my post, i'm really sorry about it.
slstock- Veteran
- Posts : 6216
Join date : 2014-06-12
!!!!!!! My goodness , miscommunication at the zenith.
People,
1) NO ONE HERE did ANYTHING WRONG on KAPI. There is good information shared here . why do you think I kep repping.
2) Xmart ,
why do you think I made positive comment on you. Because it was good info.
3) KAPI RS 100 was just an Example to explain giving short term vs long term targets .
Read again if confusing.
4) I gave added info on KAPI to give depth and different view.
So no body needs to appologise on KAPI as they have not done anything wrong. All clear.
RPPA,
The rest of you questions I will answer later.
I responded urgently before this discussion goes elsewhere. This is good discussion. I need to go now.
People,
1) NO ONE HERE did ANYTHING WRONG on KAPI. There is good information shared here . why do you think I kep repping.
2) Xmart ,
why do you think I made positive comment on you. Because it was good info.
3) KAPI RS 100 was just an Example to explain giving short term vs long term targets .
Read again if confusing.
4) I gave added info on KAPI to give depth and different view.
So no body needs to appologise on KAPI as they have not done anything wrong. All clear.
RPPA,
The rest of you questions I will answer later.
I responded urgently before this discussion goes elsewhere. This is good discussion. I need to go now.
Last edited by slstock on Sun May 17, 2015 11:19 pm; edited 1 time in total
xmart- Top contributor
- Posts : 732
Join date : 2015-01-17
SLS, much clear! +
thanks..
thanks..
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
slstock wrote:!!!!!!! My goodness , miscommunication at the zenith.
RPPA,
The rest of you questions I will answer later.
I responded urgently before this discussion goes elsewhere. This is good discussion. I need to go now.
Thats fine SLS. I may be busy tomorrow.
slstock- Veteran
- Posts : 6216
Join date : 2014-06-12
1)
Response
i)
I think you have misunderstood and only party quoted me on this.
Full quote is
Also explained before This was just an example to highlight a point on short term targets and new comers perception NO ONE, including you did Anything Wrong on this KAPI thread. It good you started it. There was good discussion here. I kept repping also
ii)
I added comments for more depth and slightly different views specially when needed. KAPI is a fundamental share now and has growth prospects ( once it was almost crap before split times).
But to go long we need to identify its growth , study the contract / business structure in next few quarters and KAPI need to justify its earnings ( after right issue)
iii) Power:
I think you misunderstood me again. Please note I said
I meant when more people start following a person , that person will now have more responsibility to adopt higher standards than before. That what I meant by power.
Some people watch what we write and blindly follow. You and I know that. So we have more responsibility to maintain higher standards. That what I meant.
2)
Quote
You know , I was also a "hidden force" to get you to this forum. You can ask *** that.
As soon as you came , I communicated with you over several PMs.
So I expect a lot from you in a good way. Keep it up. All the best.
Please tell me what I have done bad.
*** I don't understand.[/quote]
ANSWER :
I don't want to write too much on public here. Please be Extra Careful when commenting on ONE share speciallly. You know what and why. To put it mildly , it has caused some greater Issues and can cause some bigger issues also. You will know what share I am talking about for sure. Also think about what I said under "power" quote.
I said this for your own good , good of this forum and maybe CSE.
RPPA wrote:
No one has said KAPI would move to 100 in 1 month.I have clearly hinted 65/- in the short term. So no miss communication. And I don't have any power in here.And as far as I know I have not taken any one for a ride. All my recommendations are mostly accurate
Response
i)
I think you have misunderstood and only party quoted me on this.
Full quote is
slstock wrote:
"Just be clear your prediction is meant for and what period. So people don't misinterpret it.
For example if we talk so much on KAPI and many others put comments ( there a quite few interested in KAPI I see), you know some new comers will think KAPI is so attractive and it will go to RS 100 in 1 month . [/color]
Also explained before This was just an example to highlight a point on short term targets and new comers perception NO ONE, including you did Anything Wrong on this KAPI thread. It good you started it. There was good discussion here. I kept repping also
ii)
I added comments for more depth and slightly different views specially when needed. KAPI is a fundamental share now and has growth prospects ( once it was almost crap before split times).
But to go long we need to identify its growth , study the contract / business structure in next few quarters and KAPI need to justify its earnings ( after right issue)
iii) Power:
I think you misunderstood me again. Please note I said
slstock wrote:
When people follow us , we should have have higher responsibilites and standards than before.
With power come greater responsibility right.
I meant when more people start following a person , that person will now have more responsibility to adopt higher standards than before. That what I meant by power.
Some people watch what we write and blindly follow. You and I know that. So we have more responsibility to maintain higher standards. That what I meant.
2)
Quote
You know , I was also a "hidden force" to get you to this forum. You can ask *** that.
As soon as you came , I communicated with you over several PMs.
So I expect a lot from you in a good way. Keep it up. All the best.
Please tell me what I have done bad.
*** I don't understand.[/quote]
ANSWER :
I don't want to write too much on public here. Please be Extra Careful when commenting on ONE share speciallly. You know what and why. To put it mildly , it has caused some greater Issues and can cause some bigger issues also. You will know what share I am talking about for sure. Also think about what I said under "power" quote.
I said this for your own good , good of this forum and maybe CSE.
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
Noted. SLS
I sent a PM to u.
I sent a PM to u.
pathfinder- Top contributor
- Posts : 1450
Join date : 2014-02-23
Good discussion guys.
Admin- Admin
- Posts : 565
Join date : 2014-02-22
RPPA - when posting extracts from any reports or please provide the link to it or at least the source along with the date. Simple reason is that situation would have changed from the time a report was written. In the past we have come across extracts from very old broker reports being posted which were misleading. Hope you understand.
Also when posting extracts without source one can easily change numbers. I'm not suggesting you did, but it might become a precedent to those with ulterior motive.
Also when posting extracts without source one can easily change numbers. I'm not suggesting you did, but it might become a precedent to those with ulterior motive.
RPPA- Top contributor
- Posts : 605
Join date : 2014-11-28
Admin wrote:RPPA - when posting extracts from any reports or please provide the link to it or at least the source along with the date. Simple reason is that situation would have changed from the time a report was written. In the past we have come across extracts from very old broker reports being posted which were misleading. Hope you understand.
Also when posting extracts without source one can easily change numbers. I'm not suggesting you did, but it might become a precedent to those with ulterior motive.
Yes. Admin noted with thanks.
I understood that only known people know the integrity of RPPA. Some may not know. So it is up to me to follow ethics, policies & procedures here. If I can't follow those I should not stay here by being a nuisance to others.
So it is the responsibility of mine to behave in a such a way in some other's premises the way they have build that place for not the way I want. As this place is for a good cause of helping out investors.
+ rep
Last edited by RPPA on Tue May 19, 2015 7:52 am; edited 1 time in total
Admin- Admin
- Posts : 565
Join date : 2014-02-22
RPPA wrote:Admin wrote:RPPA - when posting extracts from any reports or please provide the link to it or at least the source along with the date. Simple reason is that situation would have changed from the time a report was written. In the past we have come across extracts from very old broker reports being posted which were misleading. Hope you understand.
Also when posting extracts without source one can easily change numbers. I'm not suggesting you did, but it might become a precedent to those with ulterior motive.
Yes. Admin noted with thanks.
I understood that only known people know the integrity of RPPA. Some may not know. So it is up to me to follow ethics, policies & procedures here. If I can't follow those I should not stay here by being a nuisance to others.
So it is the responsibility of mine to behave in a such a way in some other's premises the way they have build that place for not the way I want. As this place is for a good cause of helping out investors.
You are not being a nuisance but a valued contributor, thus the tag too
We are trying to create a better culture here. This is not just another forum. We cannot attract unwanted elements here. If kept clean, those will not come here. Few already came and went after realizing this is not the place for them
Ethical Trader- Top contributor
- Posts : 5568
Join date : 2014-02-28
Good professional discussion. Continue this thread.
xmart- Top contributor
- Posts : 732
Join date : 2015-01-17
ok fellas,
appreciate all of you specially admin, SLS, RPPA and all who contributed to the discussion in a comprehensive manner of a professional discussion.
i think we talk much more about ethics in the KAPI tread. but it was much needed as we are in a bull phase and history can be repeated. remember the bad time we had in 2012.
as i witness the great downfall and market manipulation. pump and dump by renowned personalities such as Market Watch, i think SLS initiation and admin comment are timely and appropriate even though it is not much relevant to the tread.
when we sleep on the mat we have no fear of falling down. but when we sleep in a bed that fear is there. as much as we go upward fear become stronger. since there are people who just want to follow others and make profit, we should be vigilant when discussing price sensitive matters.
ok then, shall we back to KAPI then?
there are uncertainties with this share with the collapse of the construction industry, temporary shut down of norther power, halt of port city and with the recent right issue.
public holding is just about 10% and there are lot of questions about their real state business and ship repair work etc. but my approach to CSE is bit different. i goes with the management and the business model when im considering investment.
by not mentioning what my stand is, i would like to raise following matters to discus..
1. will construction industry collapse or resume after the election?
2. will port city commence operation?
3. since sri lanka is in growth phase there will be development projects, industrial plants and renewable energy projects. we are to witness 2nd phase of development of the country. so last 10 years there were roads, highways, airports, harbors etc. those were the investment by the country to facilitate private sector and foreign investors to start business. (ok, it has become a statement, not a question)
4. who are construction sector giants and what will be their approach to next phase of development?
cheer!
appreciate all of you specially admin, SLS, RPPA and all who contributed to the discussion in a comprehensive manner of a professional discussion.
i think we talk much more about ethics in the KAPI tread. but it was much needed as we are in a bull phase and history can be repeated. remember the bad time we had in 2012.
as i witness the great downfall and market manipulation. pump and dump by renowned personalities such as Market Watch, i think SLS initiation and admin comment are timely and appropriate even though it is not much relevant to the tread.
when we sleep on the mat we have no fear of falling down. but when we sleep in a bed that fear is there. as much as we go upward fear become stronger. since there are people who just want to follow others and make profit, we should be vigilant when discussing price sensitive matters.
ok then, shall we back to KAPI then?
there are uncertainties with this share with the collapse of the construction industry, temporary shut down of norther power, halt of port city and with the recent right issue.
public holding is just about 10% and there are lot of questions about their real state business and ship repair work etc. but my approach to CSE is bit different. i goes with the management and the business model when im considering investment.
by not mentioning what my stand is, i would like to raise following matters to discus..
1. will construction industry collapse or resume after the election?
2. will port city commence operation?
3. since sri lanka is in growth phase there will be development projects, industrial plants and renewable energy projects. we are to witness 2nd phase of development of the country. so last 10 years there were roads, highways, airports, harbors etc. those were the investment by the country to facilitate private sector and foreign investors to start business. (ok, it has become a statement, not a question)
4. who are construction sector giants and what will be their approach to next phase of development?
cheer!
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