TJL Community

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SHARK
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TJL Community

Postby SHARK » Mon Jan 12, 2015 12:42 am

Hmm, A gem in the making with GSP+ opportunity :D
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Re: TJL Community

Postby SHARK » Tue Jan 13, 2015 10:51 pm



The video was made in late October 2014.

See the progress
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Re: TJL Community

Postby amilendra » Sat Jan 17, 2015 2:20 pm

Hey Shark,
Thanks for the educative videos. I had a look at the TJL chart and did a bit of analysis ( my first attempt in technical trading) like the one you did in this video just to practice. I see a sell signal just above 23.00 Rs, is my analysis correct? Can you please let me know your opinion?

Thanks.

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Re: TJL Community

Postby SHARK » Sat Jan 17, 2015 2:39 pm

yes the target was 23Rs.
This is chart of TJL as it stands now.

chances are we could see 22.20 (1Rs dip) and a Re-Entry with small qty.

25Rs may act as a RES point.

Politically there will be good opportunity, if GSP+ facility can be negotiated.
Sentiments can drive towards 30 min.

tjl.png
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Re: TJL Community

Postby SHARK » Mon Jan 19, 2015 1:22 am

Just completed the TJL Video, shall upload in few minutes :D
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Re: TJL Community

Postby SHARK » Mon Jan 19, 2015 1:33 am



Short Video, hope it covered what you are looking for.
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Re: TJL Community

Postby amilendra » Mon Jan 19, 2015 7:07 am

Thanks. Exactly what I was looking for.

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Re: TJL Community

Postby playsmart » Tue Jan 20, 2015 2:22 am

Thanks shark..

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Re: TJL Community

Postby wmdcf » Thu Jan 29, 2015 9:16 pm

TEXTURED JERSEY LANKA PLC
Company ID: - TJL
Date of Announcement: - 29.Jan.2015
Dividend per Share: - Rs. 0.50 per share / First Interim Dividend
Financial Year: - 2014/2015
XD: - 11.Feb.2015
Payment: - 23.Feb.2015
Share Transfer Book Open
I never attempt to make money on the stock market. I buy on the assumption that they could close the market the next day and not reopen it for five years. - Warren Buffett

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Re: TJL Community

Postby Jasmine » Thu Jan 29, 2015 9:29 pm


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Re: TJL Community

Postby wmdcf » Thu Jan 29, 2015 9:40 pm

senthu wrote:http://www.cse.lk/cmt/upload_report_file/1080_1422524995285.pdf


Thanks senthu :)
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Re: TJL Community

Postby Jasmine » Fri Feb 06, 2015 6:37 pm

Today, about 3 million shares were sold @ 23.5 in two trades. There might be a run towards 25 in coming weeks.
The XD date (23rd Feb) also around the corner.

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Re: TJL Community

Postby RM8593 » Sat Feb 07, 2015 6:37 pm

NDBS Research report target 26.50 - Recomendation:Buy
Any Comments??? :?:

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Re: TJL Community

Postby Jasmine » Thu Feb 12, 2015 7:32 pm

Possible acquisition of Ocean India (Pvt) Ltd and Quenby Lanka Ltd are under consideration by TJL management.

For more details :- http://www.cse.lk/cmt/uploadAnnounceFil ... 1_1080.pdf

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Re: TJL Community

Postby SHARK » Fri Feb 13, 2015 11:55 am

I think, at present TJL is not for the Value Investor.
PEGR
PE =16.9
EPS CAGR 4years = 10.3
PEG = 1.6
:((
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Re: TJL Community

Postby SHARK » Fri Feb 13, 2015 11:57 am

If i consider 5Year CAGR growth, then Minus Growth for TJL.
So all upward trend on TJL hinges on future growth :))
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Re: TJL Community

Postby SHARK » Fri Feb 13, 2015 11:59 am

So in order to improve PEG, we need better future earnings at least Doubled the amount based on improved relationship with US & EU or PE getting adjusted through a correction.
Lets see what will happen.
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Re: TJL Community

Postby RM8593 » Thu Feb 19, 2015 6:53 pm

Why this is silent? ??

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Re: TJL Community

Postby SHARK » Thu Feb 19, 2015 9:28 pm

Could be a silent runner later
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Re: TJL Community

Postby RM8593 » Fri Feb 20, 2015 10:33 am

Anyone has the latest research report?

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Re: TJL Community

Postby SHARK » Mon Feb 23, 2015 12:14 pm

SHARK wrote:I think, at present TJL is not for the Value Investor.
PEGR
PE =16.9
EPS CAGR 4years = 10.3
PEG = 1.6
:((

tjl.png


On a tech momentum 38.2~50 pull back would be fine, if the B/o fails
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Re: TJL Community

Postby RPPA » Mon Feb 23, 2015 3:51 pm

For me 25/- is a fair price for TJL. I am not prepared to pay anything more at the current context.

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Re: TJL Community

Postby SHARK » Thu Mar 12, 2015 1:24 pm

Textured Jersey Lanka PLC (TJL)

Earnings update

Main clients boost volumes


TJL recorded a 11.6% YoY revenue growth in 3QFY14/15 with revenue crossing the LKR 3.7 Bn mark. This was due to the growth in demand from TJL’s main customers (Victoria Secret, Marks & Spencer, Intimissimi and Lidl). The higher volumes were successfully met by operating at full capacity after the 10-12% capacity expansion that was carried out last year. TJL’s long standing relationship with its main clients, guarantees a strong order book in the medium term. Hence, we forecast a three year revenue CAGR of 6.8%.

Growth in value added products enhance margins

An increase in the volumes of value added products positively impacted TJL’s margins. Margins improved to 12.8% in 3QFY14/15 from 10.6% in the corresponding quarter of FY13/14. Additionally, the higher volumes led to cost savings from economies of scale positively impacting margins. Furthermore, despite the 20.5% drop in cotton prices YoY, TJL managed to maintain its selling prices during the quarter. However, this could be due to a possible 3-4 month time lag between cotton and yarn prices which may impact TJL’s selling prices in 4QFY14/15. In anticipation of this pricing risk, the management indicated that TJL is looking at negating the impact by proactively working towards boosting order volumes. Hence, we maintain the three year net profit CAGR of 10.1%.

Reiterates Buy

Since our last update in November 2014, the counter has gained 9.6% in comparison to the 5.0% decline in the ASPI. TJL continues to maintain its sustainable dividend policy, attractive balance sheet position and strong growth potential generating an intrinsic value of LKR 26.50. The target price creates a potential upside of 16.6% to the current price. Hence, we recommend a BUY.

Cash rich, debt free balance sheet

TJL managed to maintain its near debt free balance sheet with a net cash position of LKR 1.65 Bn. However, higher requirement for working capital from the capital expansion combined with the decline in interest rates on dollar deposits led to the net cash balance declining by 29.0% YoY as at December 2014.

Extended testing phase for multi fuel boiler plant

The anticipated cost savings through the multi fuel boiler plant was not materialised due to fine tuning work being undertaken to achieve the expected efficiencies during the testing phase in accordance to the management. We contemplate that the savings will materialise from FY15/16. Nevertheless, TJL benefited by the cost savings on electricity after the decline in electricity tariffs of 25.0% that was initiated in November last year.
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Re: TJL Community

Postby Edmond » Fri Mar 20, 2015 1:46 pm

GSP+ push.

Happy trading...... :-w

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Re: TJL Community

Postby SHARK » Thu Apr 09, 2015 3:07 pm

Come On TJL bring happiness home to all TJL Lovers.
We are counting on you :D
Price is what you pay. Value is what you get.”


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