Future Growth stocks - Colombo Stock Exchange Sri Lanka - Update 03

SRI LANKA STOCK PICKS Exclusive: (S.L.S.Picks) - Listed companies in Sri Lanka have been releasing their earnings for the Last quarter, Nine months, & for the financial year ended 31/12/2009. We have decided to identify BEST PICKS among each & every sector in Colombo Stock Exchange purely based on the latest profit figures released by these companies.

However please note that there is a risk involved in share trading. We do not take responsibility for any lose or damage arising out of stated information in this post. You have to take your own decisions. (Do your own research, do not follow others, Stick to fundamentals, Buy shares when other are selling & sell when others are buying)

Future Growth stocks - Colombo Stock Exchange Sri Lanka - Update 02

SRI LANKA STOCK PICKS Exclusive: Listed companies in Sri Lanka have been releasing their earnings for the Last quarter, Nine months, & for the financial year ended 31/12/2009. We have decided to identify BEST PICKS among each & every sector in Colombo Stock Exchange purely based on the latest profit figures released by these companies.

However please note that there is a risk involved in share trading. We do not take responsibility for any lose or damage arising out of stated information in this post. You have to take your own decisions. (Do your own research, do not follow others, Stick to fundamentals, Buy shares when other are selling & sell when others are buying)

SRI LANKA - FUTURE GROWTH STOCKS / STOCK PICKS FOR THE FUTURE

SRI LANKA STOCK PICKS Exclusive : Listed companies in Sri Lanka have been releasing their earnings for the Last quarter , Nine months, & for the Financial year ended 31/12/2009. We have decided to identify BEST PICKS among each & every sector in Colombo Stock Exchange purely based on the latest profit figures released by these companies.

However please note that there is a  risk involved in share trading. We do not take responsibility for any lose or damage arising out of stated information in this post. You have to take your own decisions. (Do your own research, Do not follow others , Stick to fundamentals, Buy shares when other are selling & sell when others are buying)

LIGHT HOUSE HOTEL SRI LANKA - A MEMBER OF SMALL LUXURY HOTELS OF THE WORLD

The Lighthouse Hotel and Spa in Galle is one of the spectacular 5 Star Hotels in Galle in Sri Lanka & is one of the best luxury Hotels in Sri Lanka. Not to mention the Lighthouse Hotel and Spa in Galle is one of the most sought after Hotels in Galle .


The Location of Lighthouse Hotel and Spa in Galle is picture perfect.

Hotel Light House is located 115 km south of Colombo city on the beach front of Galle. The architecture of the hotel is inspired by the majesty of the nearby fort.

A tranquil, solitary retreat nestled on a hill overlooking the Indian Ocean, Lighthouse is a masterpiece of space and light designed by world renowned architect, Geoffrey Bawa.

This hotel is one of
 Geoffrey Bawa's earliest and most famous works of architecture. Designed to harmonise with the natural beauty of its surroundings, the Lighthouse combines luxury hotel with an ayurvedic spa.

RETURN FROM SHARES LISTED IN COLOMBOO STOCK EXCHANGE

We selected  following companies listed in the Colombo stock exchange which were represented top price gainers list for the past week (15/03/2010 to 19/03/2010) to give you a basic idea of the value of investing in shares at Colombo Stock Exchange, which was rated as Asia's best performing stock  market & World's second best performing stock market in year 2009.

SRI LANKA - THE PRIDE OF CENTRAL HILLS -THE KANDY HOTELS COMPANY

Knady Hotels Company (1938) -KHC is the owners of two of most historic hotels in our country located in Central Hills - Kandy.

* Queens Hotel - Kandy

* Hotel Suisse - Kandy


The holding company of  KHC is the Ceylon Hotels Corporation,which owns 76.54 % of the issued shares capital of the company.

                  Queens hotel - kandy



QUEENS HOTEL -

The Queen’s Hotel is considered today as a historic building to be conserved and held for all time as a part of the history of Sri Lanka’s Central Province.

                                                                                                           Hotel Suisse - Kandy
The Queen’s was originally a Governors Mansion with a small structure of buildings constructed to house troops.


Today the Queen's Hotel which is one of Kandy's prime properties set on an extent of 217.5 perches of land is one of the finest and grandest architectural buildings of its kind in Kandy.

It has 28 A/C rooms and 26 non A/C rooms.

What's significant about Queen's Hotel is, its location both in the city and in Splendid surroundings alongside the Kandy Lake, and the world renowned "Temple of the Tooth Relic of the Lord Buddha".
This hotel provides the best location to view the world famous Kandy Esala  Perahera pagent.

SRI LANKA - BANKING SECTOR FUTURE GROWTH STOCKS / PICKS FOR THE FUTURE

SRI LANKA STOCK PICKS Exclusive : Sri lankan listed companies have been releasing their earnings for the Last quarter , Nine months, & for the Financial year ended 31/12/2009. We have decided to identify BEST PICKS among each & every sector in Colombo Stock Exchange purely based on the latest profit figures released by these companies.

CSE RUMORS/CSE RUMORS/CSE RUMORS/CSE RUMORS/CSE RUMORS

                                                                                  See report on Plantations


SRI LANKA STOCK PICKS exclusive: Through this we have decided to convey the CSE Rumors for all of our visitors,which have many times found to be unknown to small investors or when they become  aware, prices of particular shares may have had increased substantially. Hence our simple effort is just to give you  / convey these rumors where most of top investors are well aware of. However please note that there is a high risk involved in share trading. We do not take responsibility for any lose or damage arising out of stated information in this post. You have to take your own decisions. (Do your own research, Do not follow others , Stick to fundamentals, Buy shares when other are selling & sell when others are buying.) 

RETURN FROM SHARES LISTED IN COLOMBOO STOCK EXCHANGE

We selected  following companies listed in the Colombo stock exchange which were represented top price gainers list for the past week (22/02/2010 to 26/02/2010) to give you a basic idea of the value of investing in shares at Colombo Stock Exchange, which was rated as Asia's best performing stock  market & World's second best performing stock market in year 2009.

SEE THE RETURN FROM  BELOW MENTIONED  SHARES. THIS IS WITHING A PERIOD OF ONE WEEK. THINK TWICE INVEST NOW IN COLOMBO STOCK EXCHANGE -    SRI LANKA.  STILL YOU ARE NOT LATE.

CSE RUMORS/CSE RUMORS/CSE RUMORS/CSE RUMORS/CSE RUMORS

                                                                                             See report on Plantations


SRI LANKA STOCK PICKS exclusive: Through this we have decided to convey the CSE Rumors for all of our visitors,which have many times found to be unknown to small investors or when they become  aware, prices of particular shares may have had increased substantially. Hence our simple effort is just to give you  / convey these rumors where most of top investors are well aware of. However please note that there is a high risk involved in share trading. We do not take responsibility for any lose or damage arising out of stated information in this post. You have to take your own decisions. (Do your own research, Do not follow others , Stick to fundamentals, Buy shares when other are selling & sell when others are buying.) 

SRI LANKA - CW Mackie PLC (CWM) - Good Times Ahead!

Salient features  Share is worth approximately in the range Rs 65/= on the basis of varied valuations.  One of the largest Exporters of Natural Rubber and Desiccated Coconut in Sri Lanka. Company exports approximately 3,500MT of Crepe Rubber, 4,000MT of Tech.Sp.Rubber and 3,000MT of Desiccated Coconuts.   Strong Local Distribution Network for branded consumer products.  Valuable land base which include a Long Term Leasehold ownership of prime property in Colombo ideal for development.  State of the art bottling plant for Bottling of renowned "Sun Quick" range of products under franchise and "Scan" Drinking water. Company bottle and distribute approximately 2mn liters' of "Sunquick" and 3mn liters' of "Scan" bottled water per annum respectively.  Importer and wholesale distributor of approximately 15,000MT of Sugar. Import and resale of Industrial and Light Engineering products. Agent for "Hempel" marine paint and protective coatings. Company Profile The CW Mackie was founded in 1900 by the late Mr C.W.Mackie a Scotsman, who carried on the enterprise as Merchants and Commissions Agents under the name of 'CW Mackie & Company'. In 1922, the business was incorporated as a private limited company. In 1946, a consortium of Ceylonese and Indian Businessman bought over the shares of the company and converted it to a public company. The year 1971 marked a significant change when Ceylon Trading Company Limited, the Sri Lanka based subsidiary of Aarhus United A/S of Denmark, bought a part of the Indian shareholding and took over the management of the company. In late 1994, shares equivalent to 25% of the total shares in the company were issued to the public so as to broad-base the ownership of and give the Company greater access to the capital market of Sri Lanka to raise capital funds for the future diversifications and expansions. The Group consist of CW Mackie PLC and three subsidiary companies engaged in a diversity of activities such as export of primary and manufactured products, ranging from all types of natural rubber and coconut products to rubber based products; import, manufacture and distribution of sugar; import and resale of branded marine paints and protective coatings, welding equipment and consumables, refrigeration and air-conditioning and light engineering products. Market Prices The price movement of CW Mackie shares during the period from 18th February to 19th February 2010 are depicted in the graph below. The highest traded price (year to date)  - Rs. 43.25 The lowest traded price (year to date)  - Rs. 11.00 The current trading price (19/02/2010) - Rs. 41.75 The share price does not reflect the true value of the company as the liquidity of the share is less than 10%. Three largest shareholders namely Lankem Ceylon PLC, Kotagala Plantation PLC and high networth investor Dr Thirugnanasambandar Senthilverl owns approximately 90% of the issued share capital of the company. Price Earnings (PE) Multiple Valuation Net earnings of the current year ending 31st December 2009, are estimated considering the earnings made by the Company up to 30th June 2009 and assuming the past trend of earnings to continue for the balance period while accounting for recent market conditions. The current Market PER of the Colombo Stock Exchange is around 18 times. However, for the purpose of valuation we have assumed a realistic PER of 15.0 times. Accordingly the FY 2009 PER based valuation of the Company is approximately Rs. 62 per share.

RETURN FROM SHARES LISTED IN COLOMBOO STOCK EXCHANGE

We selected  following companies listed in the Colombo stock exchange which were represented top price gainers list for the past week (15/02/2010 to 19/02/2010) to give you a basic idea of the value of investing in shares at Colombo Stock Exchange, which was rated as Asia's best performing stock  market & World's second best performing stock market in year 2009.

SEE THE RETURN FROM  BELOW MENTIONED  SHARES. THIS IS WITHING A PERIOD OF ONE WEEK. THINK TWICE INVEST NOW IN COLOMBO STOCK EXCHANGE -   SRI LANKA.  STILL YOU ARE NOT LATE.

KAPI share which is in this week's Top ten gainers list was reported by us through  our "exclusive CSE RUMOR "'report well in advance. See following Report for more details.

• CSE RUMOR on KAPI reported by us on 20/01/2010

Our success ratio over this week's top ten counter is 10%

• This counter had given many nice trading opportunities for our followers to make money.
•  SRI LANKA STOCK PICKS Congrats to all who were able to profit from our reports on this counter.

SRI LANKA - COLOMBO STOCK MARKET CONTINUES IT'S UPWARD MOMENTUM TODAY UP BY 0.97%

19/02/2010 - Colombo Stock Market continues it's upward trend today as well & Was up by 0.97% . ASI was up by 36.04 to close at 3768.81 & Milanka index was up by 83.80 points to close at 4343.04.

Turnover for the day was Rs 1.6 b.n..

Foreigners were net sellers today.Foreign purchases were at Rs 55 m.n. & foreign sales were at massive Rs 590 m.n. resulting a net outflow of Rs 535 m.n.

A large block of C.W.Mackie [29% stake] was purchased by a high net worth individual Dr.T. Senthilverl @ Rs 35/share. As a result of this trade share price of C.W.Mackie advanced by 20.90% to close at Rs 40.50.

There were 94 gainers as against 54 losers as at end of trading today.

    TOP FIVE GAINERS FOR THE DAY                              TOP FIVE LOSERS FOR THE DAY


      LARGE TRADES FOR TODAY

    CROSSINGS FOR THE DAY

Today's top gainers list were represented by two stocks previously mentioned by SRI LANKA STOCK PICKS through our Exclusive "CSE RUMOR" report.

• MASKELIYA PLANTATIONS
• KAPILA HEAVY

NOTE

• We expect the market to continue like this in coming weeks as well on back of beyond expected company results release by the listed companies.
• Further during February to June most of companies are declaring dividends for it's share holders.
• Today we saw over 2.0 m.n. shares of LITE changing hands. This is a positive signal for this share due to following reasons. [ * A capital reduction to be effected during the month of March 2010 in order to wipe off carry forward losses. * Share price has not moved up for the past 8 months. * New product range. * Opportunities available for company products from North & East areas. * NAV is around Rs 6.00 per share. * Present holding of shares will not get reduce due to capital reduction. * More clean balance sheet after  capital reduction. * Closing price today Rs 5.50.]                                               

SRI LANKA - TALAWAKELE PLANTATIONS JOIN THE PLANTATION RALLY

16/01/2010 - Talawakele Plantations a Hayleys group company has reported more than 100% growth in profits for the last 03 months period ended 31/12/2009. despite a marginal loss reported for the financial year 2009 ended 31/12/2009.



Net assets per share now stands Rs 42.56 as at 31/12/2009 for the group.

 TOP FIVE SHARE HOLDERS AS AT 31/12/2009
Hayleys Plantation Services (Private) Limited                   --- 17,750,000

Merrill J Fernando & Sons (Pvt) Limited                          ---  1,184,700

Mr. S. N. C. W. M. B. C. Kandegedara                          ---     252,000

Waldock Mackenzie Limited / Ceylinco Shriram Capital   ---     235,000

Mrs. P. N. Bhatt                                                              ---     126,000

RETURN FROM THE PLANTATIONS REPORTED BY SRI LANKA STOCK PICKS

On 30 th January 2010 we released a report covering all plantation companies in Sri lanka & the value of investing in Plantations in Colombo Stock Exchange. [See report]This was given a wide publicity by several leading web sites [Sri lanka equity analytics / new Srilanka.com etc.] world wide.


This is one of few reports published [To our knowledge] during the month of January 2010 highlighting the importance /hidden value  of investing in Plantation companies in Sri lanka.


After releasing this report from the very next day [01/02/2010]onwards Plantation index starts to climb up. However we still believe  that the Plantations have a very good future ahead &  most of plantation companies are still trading below to their true potential values.




As per this Table we can see that one company is leading the way [WATA] & next three companies [AGAL /BALA /KOTA] are well ahead to other counters & followed by another two counters [KGAL / MAL ] in terms of return [growth in share price]for the period 01/02/2010 to 12/02/2010

Investors / Friends

• Will this trend continue in future as well?
• Is there a true hidden value representing in these counters here?
• Is WATA the most valued plantation company in CSE?
• WATA - AGAL -BALA -KOTA-KGAL - MAL Is this the correct way to represent the value of Plantation companies?
• Is this order representing the investor's demand?
• Any thing new / from out side this table.

We are expecting a feed back from all the investment community who like to invest in plantations or already have plantation stakes.

RETURN FROM THE "CSE RUMORS" REPORTED BY SRI LANKA STOCK PICKS

SRI LANKA STOCK PICKS exclusive: Through this we have decided to convey the CSE Rumors for all of our visitors,which have many times found to be unknown to small investors or when they become  aware, prices of particular shares may have had increased substantially. Hence our simple effort is just to give you  / convey these rumors where most of top investors are well aware of. However please note that there is a high risk involved in share trading. We do not take responsibility for any lose or damage arising out of stated information in this post. You have to take your own decisions. (Tips - Do your own research, Do not follow others , Stick to fundamentals, Buy shares when other are selling & sell when others are buying.) 



 Our success is just like this - Total reported counters = 21

• 14 counters have shown positive results.
• One counter shows above 100 % return.
• Another one counter shows above 50% return.
• Another two counters reflect above 25 % return.
• We have five counters that reflect above 10 % return.
• What is great is we have only three counters that reflect a negative growth.

 Please note that the Colombo Stock Market was in a negative direction during the last  week & all most all the counters we mentioned through "CSE RUMORS" have shown significant price improvements after our reporting, [ see highest traded price] before comes down due to down ward trend in the market.

RETURN FROM THE SHARES RECOMMENDED BY SRI LANKA STOCK PICKS AS AT 12/02/2010

Sri lanka stock picks has recommended following shares during the months of December 2009 & January 2010 for our investors / visitors.

Colombo stock market still offers us attractive returns in medium to long term. After the end of 30 year old civil war, the liberated areas (North & East) we believe is  behind two three decades to the rest of the country. Participation of these areas to the economy during the coming months, Increase tourist arrivals in future, Low interest rate regime,Calm atmosphere in the country,Political stability are the main factors to be considered when investing in the market.




Note - Due to the pending rights issue, trading price of Coco lanka came down sharply from our recommended levels. However we believe that this is mainly due to the market over reacting to the rights issue,since investors expect a subdivision for its shares from the company.Being an agricultural company we still believe that Coco will have a strong future ahead.

After our initial recommendation it peaked to Rs 57.50 as well.

• All of  these companies had given many nice trading opportunities for our followers to make money.

• SRI LANKA STOCK PICKS Congrats to all who were able to profit from our stock picks on these  counters.

RETURN FROM THE SHARES LISTED IN COLOMBO STOCK EXCHANGE

13/02/2010 - We selected  following companies listed in the Colombo stock exchange which were represented top price gainers list for the past week (08/02/2010 to 12/02/2010) to give you a basic idea of the value of investing in shares at Colombo Stock Exchange which was ranked as Asia's best performing stock  market & World's second best performing stock market in year 2009.

SEE THE RETURN FROM  BELOW MENTIONED  SHARES. THIS IS WITHING A PERIOD OF ONE WEEK. THINK TWICE INVEST NOW IN COLOMBO STOCK EXCHANGE - SRI LANKA.  STILL YOU ARE NOT LATE.

We are delighted to report that Two stocks which are in this week's Top gainers list were reported by us through  our "exclusive CSE RUMOR "'report well in advance. See following Reports for more details.

• CSE RUMOR on ERL [GREG] reported by us on 21/01/2010
• CSE RUMOR on TWOD reported by us on26/01/2010

Our success ratio over for this week's top ten counter is 20%

We managed to report this success ratio despite the Colombo Stock Market was in the negative territory during last week.

• These two companies had given many nice trading opportunities for our followers to make money.

• SRI LANKA STOCK PICKS Congrats to all who were able to profit from our reports on these two counters.

We would like to remind  to our investors that our stock recommendations or stocks mentioned in the CSE RUMOR reports are not for day traders or not for do day trading activities.[see top for our description] Please do not buy any shares mentioned in SRI LANKA STOCK PICKS for trading activities.That is totally against our policy.


Further we strongly believe that share trading is an another way of investing,just like depositing money in Financial institutions,Investing Treasury bills / bonds, Purchasing immovable or movable properties etc with a view of getting a long term return, but not a place for gambling or betting.
But you can find different players in the market.What we believe is that if you go for short term trading / day trading activities you will end up with nothing.

• Go for long term investments. Because still our market has room for go up.
• If necessary get the short term benefits.
• Do not purchase shares on credit basis. You have to dance to the tune of your Broker

SRI LANKA STOCK PICKS main motive is promoting share trading or encourage investments in shares in Colombo Stock Market among Sri lankans,Sri lankans living abroad,foreigners,etc who have no idea or little knowledge in relation to share trading but not to compete with others who are also engage in this field.

SRI LANKA - ANOTHER FOUR PLANTATION COMPANIES REPORTS RECORD GROWTH FOR DEC QUARTER 2009

11/02/2010 - Several plantation companies listed in Colombo Stock Exchange reported improved profits for the Dec 2009 quarter. By now all the plantation companies which released results for the same period had recorded significant profit improvements. [Reasons - see our Plantation report]


Hence we advice investors to collect shares of theses companies in the event of any price decline in future.

 
    KEGALLE PLANTATIONS


     Net assets per share was Rs 58.89 as at 31/12/2009

     BOGAWANTALAWA PLANTATIONS





     Net assets value of BOGA as at 31/12/2009 was Rs16.71


     MASKELIYA & NAMUNUKULA PLANTATIONS




Net assets value of MASK was Rs 33.28 & Net assets value of NAMU as at 31/12/2009 was Rs 35.09

SRI LANKA - KELANI CABLES PROFIT UP STAGGERING 682% BY END OF DEC 2009

08/02/2010 - Kelani cables has shown a staggering profit growth of 682% for the nine months ended 31/12/2009  despite world economic melt down.


Kelani cables already announced a sub division of the existing ordinary share capital in to two.
Kelani cables has a stated capital of 10,900,000 shares. Net assets value of  the share was Rs 142.77 as at 31.12.2009