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

Display results as :
 


Rechercher Advanced Search

Latest topics
» Dividend Announcement
SPEN.N0000 EmptyToday at 7:49 pm by nihal123

» TPL.N0000 (TALAWAKALE PLANTATIONS )
SPEN.N0000 EmptyToday at 2:22 pm by nuwanmja

» Life After Google
SPEN.N0000 EmptyYesterday at 5:28 pm by කිත්සිරි ද සිල්වා

» S&P ශ්‍රී ලංකා 20 දර්ශකයේ වෙනසක්. CTC, NTB, රිචඩ් පීරිස් සහ ටෝක්යෝ සිමෙන්ති ඉවතට
SPEN.N0000 EmptyYesterday at 6:37 am by nihal123

» SAMP.N0000 (SAMPATH BANK PLC)
SPEN.N0000 EmptyMon Jun 24, 2019 11:09 pm by hariesha

» Future of Tea Industry
SPEN.N0000 EmptyMon Jun 24, 2019 6:54 pm by hammurabi

» Cricket !
SPEN.N0000 EmptyMon Jun 24, 2019 2:22 pm by කිත්සිරි ද සිල්වා

» DIPD.N0000 (Dipped Products)
SPEN.N0000 EmptyMon Jun 24, 2019 11:40 am by Ethical Trader

» Access Engineering AEL Technical Analysis
SPEN.N0000 EmptyMon Jun 24, 2019 4:34 am by NIRMALSG

» DOCK.N0000 (COLOMBO DOCKYARD PLC)
SPEN.N0000 EmptySun Jun 23, 2019 9:14 pm by hammurabi

» Thread for News on CSE and SL Economy
SPEN.N0000 EmptySun Jun 23, 2019 8:52 pm by NIRMALSG

»  Rajgama heroes !
SPEN.N0000 EmptySat Jun 22, 2019 9:44 pm by spw19721

» මිල සූත්‍රය වැරදුණාද, වැරැද්දුවාද?
SPEN.N0000 EmptyFri Jun 21, 2019 5:25 pm by Ethical Trader

» First capital holdings
SPEN.N0000 EmptyThu Jun 20, 2019 5:57 pm by serene

» Happy Father's Day !
SPEN.N0000 EmptyMon Jun 17, 2019 8:58 pm by spw19721

» DPL.N0000 (Dankotuwa Porcelain PLC)
SPEN.N0000 EmptySun Jun 16, 2019 7:12 am by NIRMALSG

» Re: Financial reports Q1-2019
SPEN.N0000 EmptyFri Jun 14, 2019 8:57 pm by dhanurrox

» SEYB.N0000 ( SEYLAN BANK PLC )
SPEN.N0000 EmptyThu Jun 13, 2019 8:11 pm by ruwan326

» NTB.N0000 (NATIONS TRUST BANK PLC)
SPEN.N0000 EmptyThu Jun 13, 2019 8:08 pm by ruwan326

» PABC.N0000 (Pan Asia Banking Corporation PLC)
SPEN.N0000 EmptyThu Jun 13, 2019 8:06 pm by ruwan326

» NDB.N0000 (NATIONAL DEVELOPMENT BANK PLC)
SPEN.N0000 EmptyThu Jun 13, 2019 7:58 pm by ruwan326

» HNB.N0000 ( Hatton National Bank PLC)
SPEN.N0000 EmptyThu Jun 13, 2019 7:57 pm by ruwan326

» HDFC.N0000 (HOUSING DEVELOPMENT FINANCE CORPORATION BANK OF SRI LANKA)
SPEN.N0000 EmptyThu Jun 13, 2019 7:48 pm by ruwan326

» DFCC.N0000 ( DFCC BANK PLC )
SPEN.N0000 EmptyThu Jun 13, 2019 7:45 pm by ruwan326

» COMB.N0000 ( COMMERCIAL BANK OF CEYLON PLC )
SPEN.N0000 EmptyThu Jun 13, 2019 7:43 pm by ruwan326

» අනං මනං! #/+?.<>
SPEN.N0000 EmptyThu Jun 13, 2019 8:07 am by ruwan326

» Should CSE be like this? Whose FAULT is it?
SPEN.N0000 EmptyWed Jun 12, 2019 5:21 pm by Yin-Yang

» CCS.N0000 ( Ceylon Cold Stores)
SPEN.N0000 EmptyTue Jun 11, 2019 9:15 pm by ruwan326

» MCPL.N0000
SPEN.N0000 EmptySun Jun 09, 2019 12:15 pm by ruwan326

» Tourism sector
SPEN.N0000 EmptySun Jun 09, 2019 6:53 am by NIRMALSG

» LOFC Initiating Coverage - STRONG BUY - 29 03 17 - FC Research
SPEN.N0000 EmptyFri Jun 07, 2019 5:42 am by stockback

» Easter Sunday Attack and Sri Lanka
SPEN.N0000 EmptyThu Jun 06, 2019 9:13 am by ruwan326

» In the Meantime, Within Our Shores !
SPEN.N0000 EmptyMon Jun 03, 2019 2:14 pm by කිත්සිරි ද සිල්වා

» What to Analyse
SPEN.N0000 EmptySun Jun 02, 2019 7:11 am by Leon

» Tolerance at its Best !
SPEN.N0000 EmptyThu May 30, 2019 10:50 am by Yin-Yang

» විශ‍්‍රාම ගැන්වීමේ වයස් සීමාව ඉහළ දැමීමට මහ බැංකුවෙන් යෝජනාවක්
SPEN.N0000 EmptyTue May 28, 2019 8:03 am by කිත්සිරි ද සිල්වා

» සදහම් අටුවාව
SPEN.N0000 EmptyTue May 28, 2019 7:07 am by ruwan326

» බැරි වෙලා වත් අනික් පැත්ත උනොත්...?
SPEN.N0000 EmptyFri May 24, 2019 3:42 pm by smallville

» Sri Lanka at Cross Roads: Time to Learn, Unlearn and Relearn - Prof Rohan Gunaratna
SPEN.N0000 EmptyFri May 24, 2019 3:10 pm by puliyanam

» Songs to listen
SPEN.N0000 EmptyFri May 24, 2019 11:26 am by yellow knife

» Dhammika Perera non-committal on common candidate speculation
SPEN.N0000 EmptyThu May 23, 2019 2:54 pm by කිත්සිරි ද සිල්වා

» Films - To Watch List
SPEN.N0000 EmptyWed May 22, 2019 10:04 am by කිත්සිරි ද සිල්වා

» Japan, India in Deal at ‘Belt And Road’ Colombo Port: Nikkei
SPEN.N0000 EmptyTue May 21, 2019 2:06 pm by Ethical Trader

» Presidential poll between 15 Nov-7 Dec
SPEN.N0000 EmptyTue May 21, 2019 11:31 am by bjmd

» Flying is the Safest mode of Transport
SPEN.N0000 EmptyTue May 21, 2019 7:07 am by කිත්සිරි ද සිල්වා

» My Port Folio Bleeding But Its just the Begining Of..
SPEN.N0000 EmptySat May 18, 2019 7:40 pm by serene

» Sri Lanka mulls 25-pct ownership limit in finance companies
SPEN.N0000 EmptyFri May 17, 2019 3:40 pm by Backstage

» Searing Heat in China Is Causing Havoc for Rubber Makers
SPEN.N0000 EmptyFri May 17, 2019 2:43 pm by Backstage

» Israeli spyware breached WhatsApp security
SPEN.N0000 EmptyWed May 15, 2019 7:47 am by කිත්සිරි ද සිල්වා

» Is Burka prohibted ?
SPEN.N0000 EmptyWed May 15, 2019 7:30 am by කිත්සිරි ද සිල්වා

June 2019
SunMonTueWedThuFriSat
      1
2345678
9101112131415
16171819202122
23242526272829
30      

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

SPEN.N0000

Page 1 of 3 1, 2, 3  Next

Go down

SPEN.N0000 Empty SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:24 pm

Aitken Spence PLC has been in business for more than 150 years and can be considered as a MNC since its present in 7 countries. Its operations are not mere exports but involved in different regions including Asia, Africa and Asia Pacific. Thus they are bound by two international reporting standards G4 and IR.

Its business is scattered in 7 countries namely Sri Lanka, Maldives, India, Bangladesh, Oman, Mozambique and Fiji

One resource of Sri Lanka is its population and following chart indicates the population strength . For obvious reasons I remove India and Bangladesh as it dwarf the rest..

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

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:30 pm

Revenue of Aitken Spence is compared with other companies

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

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:34 pm

This diversified conglomerate has interests on
*Plantation
*BPO Services
*Insurance
*Printing
*Garments
*Hotels

Company was listed in CSE  since 1983

Company acts as agents for Lloyd's of London in Sri Lanka since 1876


Last edited by yellow knife on Fri Jul 24, 2015 3:47 pm; edited 1 time in total (Reason for editing : hotels)

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:37 pm

*Aitken Spence is Sri Lanka's largest provider of logistics solutions

****  SPEN. ventured into a partnership with teh Fiji Ports Corporation to oversee the management and operations of Suva and Lautoka ports, the largest in Fiji, making the first ever public private partnership by a Sri Lankan company overseas.

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:39 pm

SPEN is very innovative in business and first Luxury Living Community-Heritage Grove, aimed at attracting expatriates to the country for their retirement..

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:41 pm

Profit of the company is above 4 Billion

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

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:42 pm

Earnings were managed well during last decade

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

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:43 pm

Very slow growth of Dividends taken place during last ten years and the same pattern can be expected in future

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

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:44 pm

Net Asset position shows the effective managing of the business

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

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Fri Jul 24, 2015 3:46 pm

There were very good years to collect this share where PE ratio was well below 10

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

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by කිත්සිරි ද සිල්වා on Fri Jul 24, 2015 6:56 pm

Good work YK.
We are listening (silently) and the floor is all yours. Very Happy

_________________
I am the wisest man alive, for I know one thing, and that is that I know nothing.
Socrates
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 7856
Join date : 2014-02-23
Age : 61
Location : රජ්ගම

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by කිත්සිරි ද සිල්වා on Fri Jul 24, 2015 7:01 pm

This will be a good move as most preferred places before were Bali, Florida, Thailand & Philippines to name a few places.
yellow knife wrote:SPEN is very innovative in business and first Luxury Living Community-Heritage Grove, aimed at attracting expatriates to the country for their retirement..

_________________
I am the wisest man alive, for I know one thing, and that is that I know nothing.
Socrates
කිත්සිරි ද සිල්වා
කිත්සිරි ද සිල්වා
Top contributor
Top contributor

Posts : 7856
Join date : 2014-02-23
Age : 61
Location : රජ්ගම

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Lux2014 on Mon Jul 27, 2015 9:22 am

Is it OK to buy SPEN now pl?
Lux2014
Lux2014

Posts : 172
Join date : 2014-03-29
Location : Colombo

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Mon Jul 27, 2015 9:32 am

Well LUX

Why do you buy? Is it for holding forever, or to keep for sometime until it reach for a specific profit margin or for trading...

Each of us have our own strategy... If its for trading check for technical and hot news...If only others are willing to buy immediately after you buy then only trading works..

If you are buying for a life time holding its really worth.. if so wait until its price is below 10 PE ratio or Market Value/Asset Value =1.5..

If you are buying for dividend hunting then Dividend/.10 will be ideal value... If so Spen is too high...

Here we dont promote shares... we just evaluate and share our views...

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by pathfinder on Sat Aug 01, 2015 7:00 pm

Nice presentation YK Very Happy
pathfinder
pathfinder
Top contributor
Top contributor

Posts : 1361
Join date : 2014-02-23

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by malanp on Sat Aug 01, 2015 7:16 pm

Thanks YK,,

good advice..

malanp

Posts : 456
Join date : 2014-03-04

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by nihal123 on Sat Aug 01, 2015 9:45 pm

Thank you Yk

Good work
nihal123
nihal123
Top contributor
Top contributor

Posts : 5561
Join date : 2014-02-24
Age : 53
Location : Waga

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Leon on Mon Aug 03, 2015 5:19 am

Good job YK.
Leon
Leon
Top contributor
Top contributor

Posts : 1252
Join date : 2014-03-11

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by HAL9000 on Mon Aug 03, 2015 8:53 am

About 10 years back  SPEN and JKH were close peers, but in last 10 years, SPEN is lagging behind and JKH has gone far, They have not done any sizable investment specially in post-war period like JKH, so the HNWI interest also lethargic and the price is stagnating. Uncle Harry has no energy now ? or I would say less aggressive.
HAL9000
HAL9000
Top contributor
Top contributor

Posts : 1402
Join date : 2014-08-11
Location : Colombo

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by pathfinder on Mon Aug 03, 2015 7:10 pm

HAL9000 wrote:About 10 years back  SPEN and JKH were close peers, but in last 10 years, SPEN is lagging behind and JKH has gone far, They have not done any sizable investment specially in post-war period like JKH, so the HNWI interest also lethargic and the price is stagnating. Uncle Harry has no energy now ? or I would say less aggressive.
I would say he was kept quiet Laughing
pathfinder
pathfinder
Top contributor
Top contributor

Posts : 1361
Join date : 2014-02-23

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by serene on Mon Aug 03, 2015 7:18 pm

Thanks YK superb.

serene
Top contributor
Top contributor

Posts : 4406
Join date : 2014-02-26

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by HAL9000 on Mon Aug 03, 2015 7:36 pm

pathfinder wrote:
HAL9000 wrote:About 10 years back  SPEN and JKH were close peers, but in last 10 years, SPEN is lagging behind and JKH has gone far, They have not done any sizable investment specially in post-war period like JKH, so the HNWI interest also lethargic and the price is stagnating. Uncle Harry has no energy now ? or I would say less aggressive.
I would say he was kept quiet Laughing

Yes, I also had the same idea, may be a giant waiting to regain the past glory when the playing field is favourable.
HAL9000
HAL9000
Top contributor
Top contributor

Posts : 1402
Join date : 2014-08-11
Location : Colombo

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Leon on Mon Aug 03, 2015 10:28 pm

The baton will be passed from AEL-SP to SPEN-HJ.
Leon
Leon
Top contributor
Top contributor

Posts : 1252
Join date : 2014-03-11

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by yellow knife on Tue Aug 04, 2015 7:54 am

Yes If you have read the Chairman's message it clearly indicate he also want a piece ( lions share) of construction related development under good governance...

yellow knife
Top contributor
Top contributor

Posts : 6359
Join date : 2014-03-27

Back to top Go down

SPEN.N0000 Empty Re: SPEN.N0000

Post by Leon on Tue Aug 04, 2015 10:46 pm

yellow knife wrote:Yes If you have read the Chairman's message it clearly indicate he also want a piece ( lions share) of construction related development under good governance...

HJ is an old fox.
Leon
Leon
Top contributor
Top contributor

Posts : 1252
Join date : 2014-03-11

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