HHL Community

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Re: HHL Community

Postby Blue Whale » Sat Jan 27, 2018 10:04 am

That is what I am looking at.
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Re: HHL Community

Postby SHARK » Sat Feb 03, 2018 2:37 pm

some sign of recovery 2 weeks ago. butlast week showing pressure to go down below 115. my gut feeling is 112-110 to be good re-entry
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Re: HHL Community

Postby SHARK » Fri Feb 09, 2018 1:02 pm

results not out yet.... any sign of pressure to see hhl support retested in the upcoming weeks.
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Re: HHL Community

Postby SHARK » Mon Feb 12, 2018 2:44 pm

ECONOMYNEXT – Sri Lanka's Hemas Holdings net profits for the December 2017 quarter fell 21 percent from a year ago to 681.8 million rupees with margins falling in consumer goods and losses in hotels, despite gains in healthcare and logistics.

The group reported earnings of 1.19 rupees a share in the quarter. In the nine months to December 2017, earnings were to 3.66 rupees a share on total profits of 2.1 billion rupees, down 12.7 percent from a year ago, interim financial results filed with the stock exchange showed.

Revenue in the quarter grew 11 percent to 12.5 billion rupees, cost of sales increased 9 percent to 7.8 billion rupees, expanding gross profits 14 percent to 4.8 billion rupees.

"Despite consolidated revenue growth, our Bangladesh consumer business, pharmaceutical distribution, leisure and travel segments are all facing margin challenges resulting in reduced group earnings," Steven Enderby, Chief Executive at Hemas Holdings told shareholders.

"Domestic consumer demand, mainly in the rural sector, remains soft impacted by higher headline inflation, poor climatic conditions persisting in parts of the country, lower levels of inward remittances and the VAT increase," he said.

Healthcare revenue grew 25 percent to 6.1 billion rupees and profits grew 26.6 percent to 419.8 million rupees on higher hospital occupancy levels, and growth in surgeries and laboratory services.

Revenue from logistics grew 50 percent to 759.4 million rupees. Profits grew 51 percent to 176.6 million rupees.
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Re: HHL Community

Postby SHARK » Thu Mar 01, 2018 12:47 am

From a bottom of 120Rs its up 5Rs up.
High of 150Rs recorded.

Can we close 130Rs. in March 2018.

Stop Loss below 120.
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Re: HHL Community

Postby iF1985 JUNIOR » Fri Mar 02, 2018 5:35 am

SHARK wrote:From a bottom of 120Rs its up 5Rs up.
High of 150Rs recorded.

Can we close 130Rs. in March 2018.

Stop Loss below 120.



Share price came down from 150's with lower volumes could probably a strange reason.....?
New fundamental analysis along with carefully studied charts is important to have better idea before deciding next entry. ;))
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Re: HHL Community

Postby Blue Whale » Fri Mar 02, 2018 7:03 am

iF1985 JUNIOR wrote:
SHARK wrote:From a bottom of 120Rs its up 5Rs up.
High of 150Rs recorded.

Can we close 130Rs. in March 2018.

Stop Loss below 120.



Share price came down from 150's with lower volumes could probably a strange reason.....?
New fundamental analysis along with carefully studied charts is important to have better idea before deciding next entry. ;))

Can you elaborate on new fundamantal analysis :-B
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Re: HHL Community

Postby iF1985 JUNIOR » Fri Mar 02, 2018 8:03 am

It's because some TEC members comments regarding 150 price , looks long-term Investor's took advantage.

It's my personal belief. I may be wrong.... If so that's fine with me.
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Re: HHL Community

Postby SHARK » Sat Mar 24, 2018 11:57 am

i think next phase should be after HHL closes above 130.

so those looking for a trigger price i would ask to wait for HHL to pass 130 minimum as a confirmation, until such time they can wait.

monthly trend is not strong for the new buyers to join in. so best to wait until sign of change in the wind.
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Re: HHL Community

Postby Shadow walker » Fri May 25, 2018 5:46 pm

Financial statements for the quarter ended 2018.03.31

Financial year profit dropped by 21.4 %
Quarter profit dropped by 40.6 %

Financial year EPS - 4.68 .. Trading at PE Ratio 26.5 .. Price overvalued at CMP.. :-??

Dividend for the 17/18 financial year - 1.85 Dividend yield - 1.49% .. :-?



https://cdn.cse.lk/cmt/upload_report_file/506_1527243839537.pdf
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Re: HHL Community

Postby SHARK » Sat Jun 02, 2018 7:44 am

yes shadow, in my view hhl may consolidate below cmp.
closer to 115 should be fine.
rather avoid and look for rapid growth stocks which are in their infancy stage
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Re: HHL Community

Postby Blue Whale » Mon Jun 04, 2018 8:02 am

Have they completed the announced Atlas acquisition.
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Re: HHL Community

Postby lukedesilva » Mon Jun 04, 2018 9:49 pm

· Consumer sector earnings decline was due to the below par performance in Bangladesh operations, likely due to increased competition, coupled with seasonality impact of new acquisition Atlas
· Further, ‘Others’ sector (including overheads) recorded increased losses during the quarter. This was likely due to the increased dividend taxes, as HHL up streamed higher dividends to fund Atlas acquisition during Jan 2017. Further, 4Q17 figures included profits generated at IT subsidiary N-Able, which generate project based earnings which are not consistent
· Main sector contributors to 4Q18 group NP:
o Healthcare: Rs.433mn (+3 YoY; 74% of total NP)
o Leisure, Travel & Aviation: Rs.203mn (+1% YoY; 35% of total NP)
o Mobility: Rs.146mn (+70% YoY; 25% of total NP)
o Consumer: Rs.75mn (-75% YoY; 13% of total NP)
o Others: net loss of -Rs.273mn (vs. a NP of Rs.148mn in 4Q17)
· During the quarter, HHL purchased 75% stake in Atlas Axillia (Atlas), the leading school and office brand in Sri Lanka, for a cost of Rs.5.7bn. HHL also acquired 49% stake in Frontier Capital Lanka (Pvt) Ltd for Rs.108mn, bringing total stake to 100% through subsidiary Serendib Hotels (SHOT)
· Whilst HHL announced investment in rights issue funds, near term upside seems limited, with slowdown in key business segments. Whilst the acquisition of Atlas was done at an attractive multiple, growth potential would depend on how much of efficiencies and resultant cost savings HHL can bring in. However, diverting away from the core Personal and Health care space is concerning given HHL has been rationalizing the overall group portfolio in recent years

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Re: HHL Community

Postby Blue Whale » Tue Jun 05, 2018 7:37 am

Thanks lukedesilva. So Atlas results were consolidated in Q1.
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Re: HHL Community

Postby SHARK » Thu Jun 07, 2018 9:05 am

avoid as of now ! from traders perspective.

LT investors can enjoys their gains built up over the years.

new entrants with mid term to long term, must wait for strong support bases to ensure safety of capital and to avoid strong drawdowns.
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Re: HHL Community

Postby Blue Whale » Fri Jun 08, 2018 7:32 pm

Year 2018 is anyway going to be scary than 2015 or 2016. Expect the worst and keep cash in hand can do miracles in 2020 or so if we see a notable change in country's macro environment.
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Re: HHL Community

Postby dhanurrox » Wed Jul 25, 2018 6:28 pm

What a fall from 150.100- 105 is the best time to enter.This will not go below 100

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Re: HHL Community

Postby SHARK » Thu Jul 26, 2018 9:03 pm

yes but first we need to identify what triggered the fall. 95-100 looks ok for accumulators.
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Re: HHL Community

Postby Contra » Sun Jul 29, 2018 11:07 am

Drop was not limited to HHL. Lot of stocks dropped like hot potatoes by reaching not only 52 weeks low but also new 52 weeks low. Experienced investors and traders will turn bad news into a lucrative opportunity.

Even the best companies, industries, sectors and groups fall out of favor time to time. A well-informed investor/trader, with full of cash and a firm understanding of the situation, can step into a turbulent market and acquire shares of these out of favour underdogs for a song (at a fraction of their intrinsic value).

How do we know which companies are future losers and which are undervalued gems? We need to do some homework to find out them.
If their problem is temporary (there are companies that aren't worth buying at any price),an outstanding company with high ROE, little or no debt (if they have some debt, are they going to have good business to pay off them in the future) and have experience and good record then we have found an undervalued gem. If a company has both value and growth it will be another plus factor.

If we analyze CSE over the last five years those who bought stocks when they had sell –off, stagnated and were out of favour were able to outperform the market and those who bought when stocks become very hot or appreciated lot by hitting 52 weeks high have underperformed the market later. Multibaaggers will hit their all-time high as well in the future but seasonal stocks will fade away later.
Company, stock market, politics and the economy are four different things.

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Re: HHL Community

Postby solace » Sun Jul 29, 2018 1:06 pm

One thing to keep in mind that it is advised to focus on few counters which can give you solid returns.
Shares that you are accustom with which you are familiar with it's DNA and previous price and volume movements.
We should be clear in mind that we cant be able to make maximum out of every share which can run simultaneously at a time like this which almost all the shares are beaten down heavily.


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