BALA Community

newer1
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Re: BALA Community

Postby newer1 » Thu Nov 02, 2017 4:26 pm

Good chart NC+.Thank you
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Re: BALA Community

Postby Edmond » Thu Nov 02, 2017 5:17 pm

Thx NC.

I guess from next week BALA will start moving with peers.

Good luck... =;

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Re: BALA Community

Postby Spider Man » Fri Nov 03, 2017 7:59 am

Edmond wrote:Thx NC.

I guess from next week BALA will start moving with peers.

Good luck... =;


This has been the hope for the last few days. But BALA kept selling. It is suspicious bad report on the way or kind of manipulation going on.

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Re: BALA Community

Postby pepper123 » Fri Nov 03, 2017 10:07 am

Yes, spider man , I think you are correct, it seems Bala is selling

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Re: BALA Community

Postby PAT » Fri Nov 03, 2017 4:38 pm

Spider Man wrote:
Edmond wrote:Thx NC.

I guess from next week BALA will start moving with peers.

Good luck... =;


This has been the hope for the last few days. But BALA kept selling. It is suspicious bad report on the way or kind of manipulation going on.


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Re: BALA Community

Postby batman111 » Mon Nov 06, 2017 9:34 am

Lets wait to see how the report delivers ..... :-?
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Re: BALA Community

Postby stocks hunter » Tue Nov 07, 2017 12:45 pm

NC+ wrote:Bala daily chart
I see bala nearest support at 35/-
Bala.PNG


Good one NC.

Many got screwed due to one off income of BALA reported in June, not knowing what to do & what BALA has to deliver in future to them.....

:-* :-* :-* :-*

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matrix
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Re: BALA Community

Postby matrix » Tue Nov 07, 2017 9:05 pm

matrix wrote:Anyway how about your unstoppable promotion of crap share HVA cseinvestor aka anjelo? :))

If you not seen. Waiting for your reply .. :ymbringiton:
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Re: BALA Community

Postby Blue Whale » Wed Nov 08, 2017 5:24 am

Blue Whale wrote:Here is my Balangoda estimates.

Overall there is an average price drop about 4% QoQ. Also I don't expect Balangoda will account the significant amount of other income in Q3 as they did in Q2.

BALA Financial Summary.jpg

Accordingly I estimate Balangoda to report a revenue of 899Mn and a PAT of 59Mn for Q3 17. Overall the company is likely to report an EPS of 18/-. At the CMP it is trading at a PE of 1.6x.

When BALA recording a negative EPS of 4 it was trading @ 26/-. When it is reporting an EPS of 18 then what will be the price :-?


We are closing in to see the Q3 numbers B-)
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Re: BALA Community

Postby Cseinvester » Wed Nov 08, 2017 4:48 pm

Matrix did I tell you to don't buy BALA. See now what happen results out. Poor result.you know one broker firm push the BALA last month or two sell their Qty to retailers. So my question is all shows good tea prices? So why this disappointed results? So what happen to BALA will this come back again below 28

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Re: BALA Community

Postby sashimaal » Wed Nov 08, 2017 5:25 pm

Cash flow statement 2017 :

Sep 30th : Investment in Immature Plantations (188,361)
June 30th : Investment in Immature Plantations (124,622)

extra investment is over Rs 2.50 EPS

Disc: holding
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Re: BALA Community

Postby sashimaal » Wed Nov 08, 2017 5:26 pm

There can be a seasonal effect as well.

Look at the 2016 June and Sep quarter performance....Sep quarter is much worse
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Re: BALA Community

Postby ruwa » Wed Nov 08, 2017 5:55 pm

BALA has performed well compared to September 2016 qtr.
Am I missing something?

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NC+
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Re: BALA Community

Postby NC+ » Thu Nov 09, 2017 6:17 am

In my view, though the result is not expected level,
In 2012 4Q Bala was trading Rs 40.
For EPS 5.46 (9 months); Annu EPS 6.7 and Annual EPS 5
NAV 62
So in valuation point of view;
Bala was trading around P/E 5, PBV 0.5 in 2012 4Q

As per the latest report Bala annulaized EPS 17 - 18.
NAV 100
So Bala still trading annualized P/E 2.11 and PBV 0.35
Hence, I see Bala as still undervalued counter to peers ...

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Re: BALA Community

Postby PAT » Thu Nov 09, 2017 7:44 am

sashimaal wrote:Cash flow statement 2017 :

Sep 30th : Investment in Immature Plantations (188,361)
June 30th : Investment in Immature Plantations (124,622)

extra investment is over Rs 2.50 EPS

Disc: holding


Good observation Sashi

I expected Rs 4/5 for September

So this is the main reason for dipped

But it's good for future
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Re: BALA Community

Postby GB » Thu Nov 09, 2017 9:23 am

Investment for immature area doen't have any impact to P&L . It should be capitalized. The problem is drop of revenue. It may be due to advance pruning, stoppage of buying bought leaf due to factory maintenance..etc.

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Re: BALA Community

Postby Cseinvester » Thu Nov 09, 2017 9:37 am

oh see the selling :D thats why ask to avoid buy 38 BALA NOW 33

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Re: BALA Community

Postby Cseinvester » Thu Nov 09, 2017 9:40 am

BALA 30 GOOD LESSON FOR BUY RETAILERS AT THE TOP 38. WHEN IM TELLING EVERY ONE BLAME ME. SEE NOW..

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Re: BALA Community

Postby SHARK » Thu Nov 09, 2017 9:53 am

GB wrote:Investment for immature area doen't have any impact to P&L . It should be capitalized. The problem is drop of revenue. It may be due to advance pruning, stoppage of buying bought leaf due to factory maintenance..etc.



Thanks GB.

I too feel something to do with production volumes declined in last quarter.
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Re: BALA Community

Postby Shadow walker » Thu Nov 09, 2017 10:02 am

GB wrote:Investment for immature area doen't have any impact to P&L . It should be capitalized. The problem is drop of revenue. It may be due to advance pruning, stoppage of buying bought leaf due to factory maintenance..etc.


Yes that only affect to SFP..
Successful Investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time .. ;)


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Re: BALA Community

Postby matrix » Thu Nov 09, 2017 10:05 am

Too much panic selling ... :))
Now slowly recovering
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Re: BALA Community

Postby Cseinvester » Thu Nov 09, 2017 10:12 am

matrix den obata sathutuida............

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Re: BALA Community

Postby matrix » Thu Nov 09, 2017 10:16 am

Cseinvester wrote:matrix den obata sathutuida............

Looks like you in jolly mood anjelo :D
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Re: BALA Community

Postby Cseinvester » Thu Nov 09, 2017 10:33 am

I'm honestly like SHARK .Because he always try to give us good things. He not try to promote any share for his personal benefit. So nature will give more returns for these things to SHARK

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Re: BALA Community

Postby stocks hunter » Thu Nov 09, 2017 7:35 pm

This is not the end of the world. As sashi pointed out they have invested for the future of the company.

Share trading is not a gambling but is an art. It's an another investment instrument we have. In reality there can be short term opportunities & traders & there can be long to medium term opportunities & investors as well.

Mkt is not only equipped with short term people or traders. All can make money if they have the patience.

Until we see the tea prices at present levels I don't see any danger here. BALA has not payed with the money,in fact invested for the future.

Yes I agree that for traders or for short term investors these results are not positive.


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