HHL Community

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SHARK
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HHL Community

Postby SHARK » Mon Jan 12, 2015 12:37 am

HemasHoldingsLogo1.jpeg

How come one could miss this one :mrgreen:
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Re: HHL Community

Postby SHARK » Tue Jan 27, 2015 11:37 pm

Price is what you pay. Value is what you get.”

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Re: HHL Community

Postby SHARK » Tue Jan 27, 2015 11:38 pm

HHL.png
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Re: HHL Community

Postby SHARK » Wed Feb 11, 2015 10:17 am

Can this beauty break 100Rs ... I would say hold on to your breath :D
Something big is near with HHL

hhl.png


Lets wait for the break-out and decide
ST is a neutral so must wait till actual B/O occurs.
With current bullish RUN overall ASI, the foreign interest is already in this.
I hold about 5000 now
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Re: HHL Community

Postby SHARK » Wed Feb 11, 2015 10:42 am

SELL order @83 100k+ for HHL
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Re: HHL Community

Postby SHARK » Wed Feb 11, 2015 10:42 am

Hmm this will stagnate or easily absorb :D that's the 100Mil$ ?
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Re: HHL Community

Postby wmdcf » Wed Feb 11, 2015 10:49 am

my buy orders are waiting around 81... :-?
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Re: HHL Community

Postby RPPA » Mon Feb 16, 2015 8:06 pm

HHL is overvalued.Only now i have understood why HHL has moved up this much.

The reason is,

HSBC Intl Nominees Ltd-JPMLP-Franklin Templeton Investment Fund - 37,153,700 7.21%

They have actually collected the above volume somewhere in Aug,Sept 2014. And they are very powerful. They hold more than 1/3 of Sri Lankan Bonds allocated to foreigners.

And the other reason for share appreciation after Sept'14 is because there are few other foreign funds that follows "Templeton" foot steps. So they started buying in later.As Templeton is still there in top 5. Other foreign funds are bought from others (mainly from locals).

And the reason for no fall in the share price despite poor performance is that most of the volumes are held by long term investors.

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Re: HHL Community

Postby SHARK » Tue Feb 17, 2015 8:28 pm

Technically could see a target around 100, another 10rs to go....
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Re: HHL Community

Postby SHARK » Tue Feb 17, 2015 10:18 pm

Hemas Holdings Plc has increased consolidated operating profit from continuing operations by 21% to Rs. 1.5 billion in the first nine months of FY 2015.
The Group recorded revenue of Rs. 23.6 billion for the period, a growth of 19.5%.
“Key drivers of this growth were the Consumer, Healthcare and Leisure sectors,” Hemas CEO Steven Enderby said.
The consolidated operating profit for the period was Rs. 2.2 billion, recording a growth of 19.0%.
Underlying earnings growth of the core businesses adjusted for one-off items stood at a healthy 46.0%. The key one-off items were the Rs. 157 million losses on the disposal of the Group’s stake in Hemas Power Plc and the capital gains recognised in the previous year of Rs. 364 million from the land transfer of Peace Haven to PH Resorts, a joint venture company. However, consolidated earnings posted a decline of 21.5% to record Rs. 1.2 billion.
“As we head into the final quarter of the financial year, we are confident that our portfolio rationalisation and renewed focus on our core areas will yield us strong growth across our businesses as we look to maintain and build on our industry leading positions,” Enderby added.
http://www.ft.lk/2015/02/17/hemas-posts ... perations/
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Re: HHL Community

Postby HobbyInvester » Thu Feb 19, 2015 5:04 pm

Shark What do you say about HHL?
I bought @85

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Re: HHL Community

Postby SHARK » Sat Feb 21, 2015 10:08 am

we can subscribe for the rights, lets see how monday markets would perform.
i suggest a BUY if drops.
HHL a company is fast becoming a favorite.
a good entry is what we need.
so we have to ride the wave on this one :D
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Re: HHL Community

Postby RM8593 » Sun Feb 22, 2015 11:13 am

SHARK wrote:we can subscribe for the rights, lets see how monday markets would perform.
i suggest a BUY if drops.
HHL a company is fast becoming a favorite.
a good entry is what we need.
so we have to ride the wave on this one :D


How much is your guess?

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Re: HHL Community

Postby SHARK » Sun Feb 22, 2015 11:39 am

The Fall i expect to be around 76.20

hemas.png


The Right issue is around 72Rs
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Re: HHL Community

Postby RM8593 » Sun Feb 22, 2015 11:57 am

SHARK wrote:The Fall i expect to be around 76.20

hemas.png


The Right issue is around 72Rs


Thanks for the chart bro. ..

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Re: HHL Community

Postby SHARK » Sun Feb 22, 2015 3:12 pm

HobbyInvester wrote:Shark What do you say about HHL?
I bought @85

Dear HI,
An opportunity on Monday SELLOFF, probably due to RI.
This is for collection if you like + subscription for Rights thereafter.

HHL will be a LT Hold, Anyone would remember when i was in SLEF, i recommended HHL as a next GEM.
I pitched it to trade 100+ were somehow closer @85~90

Still worth and move eventually to up 3 digits.

so lets collect on Monday & take the Rights as well, and forget about it until another sell off after Listed.


good luck
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Re: HHL Community

Postby SHARK » Sun Feb 22, 2015 3:25 pm

I like to showcase HHL, in same class of other Blue chips, in that sense its under-valued for me.
So kind of difficult to value using conventional value techniques.
they all look fabulous in a PF.
VONE would have to diversify a bit more in FMCG, Health & pharmaceuticals , therefore its still hidden GEM, until its unearthed and shaped.
Once we see more diversified companies under VONE, then this too will be a better candidate IMO to count on.
Sorry to mix VONE & HHL in this thread :)

So finally HHL & VONE are long long term :D
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Re: HHL Community

Postby batman111 » Mon Feb 23, 2015 8:32 am

GM all

CSE site says HHL is gonna issue 13.9Mn shares to their employees + Rights issue 57Mn shares..

All accounts to around 13% of new shares...

@RPPA & @SHARK - please advice would this reduce the price of HHL by 13% to normalize to actual value...

asking as a beginner ;)

Tx in advance
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Re: HHL Community

Postby SHARK » Mon Feb 23, 2015 8:41 am

bat,
Its too early to suggest anything how Rights & Employee Share Option affect.
what we all know at the moment is that there going to a RI very soon.
The initial reaction would be some selling from few concerns, this is from people dont want the Rights and others to lock in profits.
In any of both cases above (RI & ESOS) will increase the liquidity of HHL.
And be volatile in time to come after listing them on Main Board.
This will dilute the earnings & NAV.
For me HHL would be a BUY scenario on any major DIPs.
these DIPs when come and must be taken as blessings.
As an advise, wait for the initial spike to get in small LOTs.
A preffered 78.6% on the FIB will indicate a price around 76.20-76.10.
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Re: HHL Community

Postby SHARK » Mon Feb 23, 2015 8:47 am

lastly HHl can not be termed as a value Investing, as it is on High PE ratio.
but in terms of High PEs, i feel HHL is still below average Blue chips.
due to their foreign interest lately, this has been proved a GEM.
i like its diversification and in time to come could be a premier share that is worth to hold.
so discretion is cautioned to buy in small LOTs from today onwards, as HHL is about to expand further.
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Re: HHL Community

Postby batman111 » Mon Feb 23, 2015 9:42 am

great stuff SHARK !!
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Re: HHL Community

Postby SHARK » Mon Feb 23, 2015 9:50 am

but HHL is holding so far :)
unable to see selling ....
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Re: HHL Community

Postby SHARK » Mon Feb 23, 2015 10:01 am

CEO’S Review
It is a pleasure to present the results of your company for the nine months ending 31st December 2014.
The Group recorded a revenue of Rs. 23.6Bn for the period, a growth of 19.5%. Key drivers of this
growth were our Consumer, Healthcare and Leisure sectors. The consolidated operating profit for the
period was Rs. 2.2Bn, recording a growth of 19.0%. Consolidated profits from continuing operations
grew at 21.1% to post Rs. 1.5Bn. Underlying earnings growth of the core businesses adjusted for oneoff
items stood at a healthy 46.0%. The key one-off items are the Rs 157Mn loss on the disposal of the
Group’s stake in Hemas Power PLC and the capital gains recognised in the previous year of Rs. 364Mn
from the land transfer of Peace Haven to PH Resorts, a joint venture company. However, consolidated
earnings posted a decline of 21.5% to record Rs. 1.2Bn.
Our FMCG sector posted a revenue growth of 24.0% led by both volume and value growth seen in the
personal care, personal wash and home care categories. During the quarter our personal wash brand,
Velvet launched a new variant with the refreshing fragrance of Aloe and Kohomba, while our sanitary
napkin brand Fems introduced a premium napkin to cater to increasing demand since its re-launch
last year. Our revenue growth was also boosted by our operations in Bangladesh, which launching its
own distribution network in November. Due to this excellent performance profitability grew by 32.9%
for the period.
The Healthcare sector achieved revenues of Rs. 10.1Bn, a growth of 14.2%, led by our Hospitals, which
saw a steady build up in revenue at our third hospital in Thalawathugoda and good growth at JL
Morison. The pharmaceutical business continued to be impacted by challenging market conditions
that have prevailed since the end of 2013. The overall market contracted by 1% during the period
ending October 2014. Notwithstanding the adverse circumstances the business posted a reasonable
top-line growth, maintaining its market leadership position with a market share of 21% (Source: IMS).
Our hospital in Wattala continued to strengthen its performance during the quarter with increased
occupancy, additional services and the rapid expansion of our diagnostics business contributing to a
growth in bottom-line. Our Hospital at Thalawathugoda posted a significant growth in revenue of
148% over last year winning the patronage of the local community. During the quarter our efforts at
striving for excellence at our hospitals was rewarded with our Wattala hospital winning the runner up
award for the healthcare category at the National Business Excellence Awards 2014 organised by the
National Chamber of Commerce of Sri Lanka, while our Southern Hospital won the first place in the
private hospital sector at the "Dhakshina Suwa Wiru Abhishekaya -2014" Award Ceremony, organised
by the Provincial Director of Health Services - Southern province.
JL Morison performed well during the quarter posting a revenue growth of 44% over the previous year
contributed to by the growth in healthcare and agro businesses. The upgrading of our manufacturing
facility continued to improve the healthcare segment revenues during the quarter, while the sector’s
investments in building its OTC and consumer portfolio boosted category revenue. JL Morison released
“A Chronicle of J. L. Morison Son & Jones (Ceylon) PLC”, a coffee table book narrating its origins and
development through the years, in commemoration of its Diamond Jubilee in December 2014. The
book includes the origins, evolution and growth of J L Morison through troughs and peaks and is filled
with anecdotal stories from long-standing employees and excerpts from Company documents which
record the Company’s history over the past seven and half decades. We believe in building on this
heritage in strengthening the company’s product portfolio.
Our leisure sector posted a growth of 24.5% to post a revenue of Rs. 2.0Bn, largely attributable to the
growth achieved by our hotel sector which recorded a top-line of Rs. 1.0Bn, a growth of 47%. The
performance of the hotel sector reflects the impact of the closure of our Club Hotel Dolphin and Hotel Sigiriya for refurbishment during the corresponding period, last year. Our hotels are enjoying a
reasonable winter season with the hotels posting an overall occupancy of 77% for the period, in
comparison to 76% posted the previous year.
The transportation sector revenue for the period stood at Rs. 1.1Bn, a growth of 22.6% while
profitability grew at 19.6% to record Rs. 345Mn. Performance was largely driven by the increase in
performance of the Maritime and Logistic segments, while our Aviation segment showed signs of
recovery during the quarter. Our recent venture in Logistics, posted a good performance during the
quarter with an increase in container handling, storage and haulage activities aiding the increase in
both the sector top-line and bottom-line.
During the quarter the Group divested its interest in its Power business to a consortium of buyers,
consisting of NDB Capital Holdings PLC, ACL Cables PLC and Trydan Partners Private Ltd for a
consideration of Rs. 1.7Bn, recognising a capital loss of Rs. 157Mn on its book value. The focus of the
group is developing our core strengths in Wellness, Leisure and Mobility industries.
As we head into the final quarter of the financial year, we are confident that our portfolio
rationalisation and renewed focus on our core areas will yield us strong growth across our businesses
as we look to maintain and build on our industry leading positions.
Price is what you pay. Value is what you get.”

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Re: HHL Community

Postby SHARK » Mon Feb 23, 2015 10:20 am

Now its drop to 80Rs :)
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Re: HHL Community

Postby SHARK » Mon Feb 23, 2015 11:28 am

Hemas Holdings Plc (HHL) on Friday announced its first ever Rights Issue with the aim of raising Rs. 4.12 billion to finance new strategic investments.
The HHL Board resolved to issue 1 for 9 rights issue at Rs. 72 each. HHL at present has 515.29 million shares in issue (stated capital is Rs. 1.6 billion) and the planned Rights will see the creation of 57.254 million shares.
“It is intended that the proceeds of the issue be used to pursue strategic investment opportunities in the core sectors of the group,” HHL said in a filing to the Colombo Stock Exchange.
The company will convene an EGM to get shareholder approval for the Rights Issue.
The announcement was made after the market’s closure. On Friday Hemas was down 20 cents to close at Rs. 85. In the third quarter, HHL’s highest share price was Rs. 102.17 which was also the closing price.
At Group level net asset per share of HHL is Rs. 28.69 as at 31 December 2014, up from Rs. 25.39 from a year earlier and Rs. 27.75 as at 31 March 2014. At the company level the Net Asset Per Share was Rs. 12.18 down from Rs. 13.11 a year ago and Rs. 13.28 as at end FY2014.
Public float of HHL is 28.25% while the company has 4,723 shareholders. Among major shareholders are the Hussein family controlled A.Z. Holdings Ltd. (17.6%), Saraz Investments (16.7%), Bluberry Investments (16.65%) and Amagroup Ltd., (16.65%). Franlin Templeton holds 7.2%.
HHL’s last fundraiser was Rs. 1 billion in April 2014 via a listed five-year fixed rate listed debenture issue with an interest rate of 11% payable semi-annually.
HHL last week announced it increased consolidated operating profit from continuing operations by 21% to Rs. 1.5 billion in the first nine months of FY 2015. The group recorded revenue of Rs. 23.6 billion for the period, a growth of 19.5%.
“Key drivers of this growth were the Consumer, Healthcare and Leisure sectors,” Hemas CEO Steven Enderby said.
The consolidated operating profit for the period was Rs. 2.2 billion, recording a growth of 19.0%.
Underlying earnings growth of the core businesses adjusted for one-off items stood at a healthy 46 %. The key one-off items were the Rs. 157 million losses on the disposal of the group’s stake in Hemas Power Plc and the capital gains recognised in the previous year of Rs. 364 million from the land transfer of Peace Haven to PH Resorts, a joint venture company. However, consolidated earnings posted a decline of 21.5% to record Rs. 1.2 billion.
“The focus of the group is developing our core strengths in the Wellness, Leisure and Mobility industries.
As we head into the final quarter of the financial year, we are confident that our portfolio rationalisation and renewed focus on our core areas will yield us strong growth across our businesses as we look to maintain and build on our industry-leading positions,” Enderby said in a note accompanying interim results.
http://www.ft.lk/2015/02/23/hemas-taps- ... -b-rights/
Price is what you pay. Value is what you get.”


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