MAL Community

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Re: MAL Community

Postby Beginner » Thu Feb 01, 2018 12:13 pm

Blue Whale wrote:
Beginner wrote:
stocks hunter wrote:Better to keep a closer look for MAL in coming days......


Any specific reason :-!

Why not. They are to report the best ever results in its history plus the stock has fallen from 13-14 level to a decent level where investors can capitalise now.


Dear BW, but they didn't published the Qtr 4 results last year early. It was on Apr 17th.

May be this year also same #:-s

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Re: MAL Community

Postby Blue Whale » Thu Feb 01, 2018 12:17 pm

So we have more time to trade.

Here are my numbers for MAL for FY 2017

I am looking at an annual EPS of 3.0. The stock is currently trading at a PE of 3.7x @ Rs11/-. The same kind of result can be expected in FY 2018 as well so it is up to the investors to decide whether investing this stock at this PE is worthwhile.
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Re: MAL Community

Postby Beginner » Thu Feb 01, 2018 12:41 pm

Blue Whale wrote:So we have more time to trade.

Here are my numbers for MAL for FY 2017

I am looking at an annual EPS of 3.0. The stock is currently trading at a PE of 3.7x @ Rs11/-. The same kind of result can be expected in FY 2018 as well so it is up to the investors to decide whether investing this stock at this PE is worthwhile.



Very good analysis. Thanks BW

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Re: MAL Community

Postby Blue Whale » Thu Feb 01, 2018 12:44 pm

So according to the statistics MAL share price has an appreciation potential of 20% if it is to test the 52W high achieved last year ;)
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Re: MAL Community

Postby GB » Thu Feb 01, 2018 12:47 pm

Why Q4 PAT is so low.. :-??

Adjustment of fair value of Biological Assets along will generate app. 100Mn ne... *-:)

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Re: MAL Community

Postby Blue Whale » Thu Feb 01, 2018 12:51 pm

GB wrote:Why Q4 PAT is so low.. :-??

Adjustment of fair value of Biological Assets along will generate app. 100Mn ne... *-:)


Ha ha. That adjustment will come in 2018 Q4 dear. They have done it in 2016 and this adjustment is not an annual one instead it is once in two years ;)
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Re: MAL Community

Postby Blue Whale » Thu Feb 01, 2018 12:52 pm

Further MALs super quarters will be Q2 & Q3 according to the past trends.
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Re: MAL Community

Postby GB » Thu Feb 01, 2018 1:05 pm

Blue Whale wrote:
GB wrote:Why Q4 PAT is so low.. :-??

Adjustment of fair value of Biological Assets along will generate app. 100Mn ne... *-:)


Ha ha. That adjustment will come in 2018 Q4 dear. They have done it in 2016 and this adjustment is not an annual one instead it is once in two years ;)


Thank BW for the clarification. By the way is n't it mandatory to assess the value of Biological Assets in annualized basis? What happen if there is a fair value loss when they take longer period....

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Re: MAL Community

Postby Blue Whale » Thu Feb 01, 2018 2:04 pm

If there is a loss then they will recognize it in 2018. :D
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Re: MAL Community

Postby PAT » Thu Feb 01, 2018 5:40 pm

Blue Whale wrote:So according to the statistics MAL share price has an appreciation potential of 20% if it i
s to test the 52W high achieved last year ;)


... :-w
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Re: MAL Community

Postby Blue Whale » Thu Feb 01, 2018 6:45 pm

No need to worry. It will burst through 12/- @ the right time ;)
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Re: MAL Community

Postby PAT » Fri Feb 02, 2018 11:10 am

Blue Whale wrote:No need to worry. It will burst through 12/- @ the right time ;)


11.40
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Re: MAL Community

Postby Blue Whale » Fri Feb 02, 2018 11:12 am

PAT wrote:
Blue Whale wrote:No need to worry. It will burst through 12/- @ the right time ;)


11.40


Still time to go dear :))
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Re: MAL Community

Postby SHARK » Fri Feb 02, 2018 12:04 pm

එකනේ කියන්නේ lioc ෂෙඩ් එකකින්ම තෙල් ගහගන්න කියලා.
එතකොට ඔය තල්ලු ඕනේ නැහැ , මොකද අනෙක් ෂෙඩ් වල වගේ භූමිතෙල් කලවන් නැහැ.
සුපිරියටම නියම products.
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Re: MAL Community

Postby PAT » Fri Feb 02, 2018 12:24 pm

Don’t forget possible dividend from MAL


Rs 0.50/0.75
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Re: MAL Community

Postby Shadow walker » Tue Feb 06, 2018 8:35 am

Blue Whale wrote:So we have more time to trade.

Here are my numbers for MAL for FY 2017

I am looking at an annual EPS of 3.0. The stock is currently trading at a PE of 3.7x @ Rs11/-. The same kind of result can be expected in FY 2018 as well so it is up to the investors to decide whether investing this stock at this PE is worthwhile.




BW, We can expect more than 105 ne.. :-?
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: MAL Community

Postby Blue Whale » Tue Feb 06, 2018 9:01 am

Let's see. If it will be more then better for the price.
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Re: MAL Community

Postby Fair investor » Tue Feb 06, 2018 9:05 am

What about the PAT 200MN , smilar to last quarter.. Will it deliver ? :D :D

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Re: MAL Community

Postby Blue Whale » Tue Feb 06, 2018 9:13 am

Based on their production trends of the past I expect a reduction in revenue this quarter. But I may be completely wrong too.
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Re: MAL Community

Postby stocks hunter » Tue Feb 06, 2018 10:03 am

Blue Whale wrote:So we have more time to trade.

Here are my numbers for MAL for FY 2017

I am looking at an annual EPS of 3.0. The stock is currently trading at a PE of 3.7x @ Rs11/-. The same kind of result can be expected in FY 2018 as well so it is up to the investors to decide whether investing this stock at this PE is worthwhile.


Will this ve a super share for 2018

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Re: MAL Community

Postby SHARK » Tue Feb 06, 2018 10:10 am

its building a strong case for the future.
short term consolidation is between 10 and 11 with opprtunity to test 13
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Re: MAL Community

Postby SHARK » Tue Feb 06, 2018 10:12 am

in my opinion mal holders should avoid speculation push towards 13 very fast, let the share consolidate with demand and supply at equilibrium letting the macd settle down to a nice rhythm for a later push over the limits
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Re: MAL Community

Postby SHARK » Tue Feb 06, 2018 10:13 am

what we dont want is a macd negative divergence to appear at the top around 13+
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Re: MAL Community

Postby Blue Whale » Tue Feb 06, 2018 11:17 am

stocks hunter wrote:
Blue Whale wrote:So we have more time to trade.

Here are my numbers for MAL for FY 2017

I am looking at an annual EPS of 3.0. The stock is currently trading at a PE of 3.7x @ Rs11/-. The same kind of result can be expected in FY 2018 as well so it is up to the investors to decide whether investing this stock at this PE is worthwhile.


Will this ve a super share for 2018


As I wrote elsewhere we saw massive jump in plantation sector last year due to the twin reasons of industry outlook turned positive and the plantation sector was at five year low. The progress of the sector in 2018 will depend on the stability of earnings by individual players. In summary whoever company can report earnings in 2018 better than 2017 will see its share price appreciate towards a PE of 5x-4x by the year end.
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Re: MAL Community

Postby Blue Whale » Tue Feb 06, 2018 7:26 pm

Will MAL celebrate the all time high performances with a good dividend to shareholders. At least 20% of the annual earnings. :ympray:
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