JKH Community

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SHARK
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Re: JKH Community

Postby SHARK » Fri Oct 13, 2017 9:01 pm

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

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Re: JKH Community

Postby PAT » Sat Oct 14, 2017 12:19 pm

Thanks Shark
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Re: JKH Community

Postby GB » Wed Oct 25, 2017 9:16 pm

Shadow walker wrote:
SHARK wrote:a bull run without JKH is like මනාළිය නැති මගුල් ගෙයක් වාගේ

has anyone been to a house like that :D


තාම දෙවෙනි මනමාලියො (SAMP,HNB,NDB,DFCC) විතරයි ඇවිත් ඉන්නෙ.. මනමාලි ආවම තමයි wedding එක හරියටම පටන් ගන්නෙ.. :D :D


එතකොට මනමාලි සියඹලා ගේන්නෙම නෑද්ද? ;)

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Re: JKH Community

Postby newer1 » Wed Oct 25, 2017 9:32 pm

I think 155- 157rs may be good entry point.
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Re: JKH Community

Postby prasa2004 » Thu Oct 26, 2017 6:55 am

So far JKH subs who have results released not done well and may give pressure on its bottom line. TRAN-CCS-AHPL all not done well and need to see how others will perform.

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Re: JKH Community

Postby SHARK » Fri Oct 27, 2017 12:21 pm

staying above 160 :D

at the right time we will see another rise .....

technically 162 and 165 short term RES.

a very short trade sell below 160
buy 161
target 165+
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Re: JKH Community

Postby ruwan999 » Sat Oct 28, 2017 12:38 pm

SHARK wrote:staying above 160 :D

at the right time we will see another rise .....

technically 162 and 165 short term RES.

a very short trade sell below 160
buy 161
target 165+


:) :) :) :) :) :) :) :) :) :) :)
https://cdn.cse.lk/cmt/upload_report_fi ... 600154.pdf

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Re: JKH Community

Postby SHARK » Sat Oct 28, 2017 1:04 pm

ruwan in JKL ne.
lets wait for JKH :)

trade signal on jkh is still valid so far
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Re: JKH Community

Postby sashimaal » Thu Nov 02, 2017 4:01 pm

"Knowledge is being aware of what you can do. Wisdom is knowing when not to do it" - Brian Tracy

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Re: JKH Community

Postby Blue Whale » Fri Nov 03, 2017 9:08 am

JKH holding the ground despite significant increase in cost of sales.

Results from equity accounted investee has cushion out the impact on bottom line. This result shows how strong JKH even in difficult situations. Next challenge for them is how to fill the gap in 2 years time when the current cash balance is channeled to Water Front project where they will loose significant potion of interest income.
JKH share price should stand strong @ current levels according to my view.
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Re: JKH Community

Postby SHARK » Fri Nov 03, 2017 9:11 am

Fully endorse your view blue. 160 is strong rebound price.
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Re: JKH Community

Postby Contra » Fri Nov 03, 2017 11:52 am

If it drop market also will go down. Hopefully it should stay flat at least in November. Lot of companies are reporting flat earnings. Even few plantation companies didn't report attractive earnings. After all they are just a one quarter earnings. Growth companies can make profit through out their business life while having some bad period. Thanks.
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Re: JKH Community

Postby PAT » Sat Nov 04, 2017 3:53 pm

JKH sees marginal profit dip in 2Q


Premier blue chip John Keells Holdings (JKH) has witnessed a marginal dip in profit in the second quarter though the top line has seen good growth.

In interim results released yesterday, JKH said the cumulative Profit Before Tax (PBT) for the first half of the financial year 2017/18 at Rs. 9.04 billion was an increase of 3% over the PBT of Rs. 8.75 billion recorded in the same period of the previous financial year.

The Group PBT in the second quarter of the financial year 2017/18 amounted to Rs. 4.95 billion against the Rs. 5.17 billion recorded in the corresponding period of the previous financial year, being a decrease of 4%.

The profit attributable to equity holders in the first half at Rs. 6.56 billion is an increase of 7% over the corresponding period of the previous financial year while the Rs. 3.73 billion recorded in the second quarter is a decrease of 1% over the previous year.

Group revenue for the first half of the financial year 2017/18 rose by 16% to Rs. 56.45 billion and second quarter figure grew by 15% to Rs. 29.62 billion.

The Company PBT for the first half of the financial year 2017/18 at Rs. 5.54 billion and at Rs. 2.18 billion for the second quarter are 21% and 26%, respectively, above the corresponding periods of 2016/17.

The Transportation industry group PBT rose by 60% to Rs. 1.07 billion in the second quarter driven by the Group’s Bunkering, and Ports and Shipping businesses.

The Financial Services industry group PBT rose by 54% to Rs.376 million with Nations Trust Bank PLC (NTB) being the main contributor recording encouraging loan growth. Union Assurance PLC, aided by user-friendly paperless apps, recorded double digit growth in gross written premiums.

PBT of the Property industry gained by 10% to Rs. 57 million due to the higher rental income received from the property businesses.

The Leisure industry group PBT declined by 39% to Rs.838 million due to closure of several of its hotels for refurbishment, and the Consumer Foods and Retail industry group PBT declined by 30% to Rs. 1.12 billion in the second quarter of 2017/18.

JKH said the decline in profitability was mainly on account of the lower volumes in the Frozen Confectionery and Beverage businesses, where a continued tapering of demand was witnessed in the quarter as a result of subdued consumer discretionary spending.

The Information Technology industry group PBT was down 13% to Rs. 141 million.

Other, comprising of the Holding Company and other investments, and the Plantation Services sector recorded a PBT of Rs. 1.35 billion up by 25% from a year earlier. JKH said the increase in PBT is mainly attributable to the increase in finance income due to higher interest rates. The Plantations Services sector recorded an improvement in profitability due to improved tea prices and operational efficiencies.
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Re: JKH Community

Postby prasa2004 » Tue Nov 14, 2017 6:26 pm

JKH strong Buy/ Fair Value 210 by FC

JKH to provide a return of c.24%: FC Research estimates JKH’s fair value at LKR 210.0 based on a sum-of-the-parts valuation for
FY19E, providing a total return of 36% (capital gain 32%, dividend yield 4%). The annualized return is 22% in 2018E.


http://www.firstcapital.lk/wp-content/u ... 1-2017.pdf

Note- I have observed FC research widely differ from reality. None of their projections are realistic and shows huge variations with only exception SAMP

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Re: JKH Community

Postby Cseinvester » Tue Nov 14, 2017 6:30 pm

Prasa2004 I'm not agree with you . FC reports good more than others they predicted WATA, LOFC, SAMPATH etc...

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Re: JKH Community

Postby Cseinvester » Tue Nov 14, 2017 6:34 pm

Prasa2004 any one can't predict share movements. Only we can analise fundermental.FC people can predicted 100%. Then they will be next billionaires in Stock market.

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Re: JKH Community

Postby prasa2004 » Tue Nov 14, 2017 7:12 pm

Noted your concerns. However i stick to mine. SAMP they got lucky due to rights issue at steep disc.
Just see their projection for HAYL (470) COCR (58) under corp updates. I admit there can be variations for Corp projections. But surely earnings updates which based on actual earnings should be somewhat better. I wrote to their research to sharpen tools and do client visit to get ground picture for good forecast.

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Re: JKH Community

Postby SHARK » Tue Nov 14, 2017 11:51 pm

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Re: JKH Community

Postby SHARK » Tue Nov 14, 2017 11:56 pm

Rs 155 and 150Rs Support is intact.
Earlier trade setup with SL 160 triggered.
Price is what you pay. Value is what you get.”

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Re: JKH Community

Postby sashimaal » Wed Nov 15, 2017 10:35 am

Captains playing games...
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Re: JKH Community

Postby stocks hunter » Wed Nov 15, 2017 10:46 am

sashimaal wrote:Captains playing games...


Same thing I have mentioned earlier sashi....

viewtopic.php?f=3&t=1254&start=400#p61587

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Re: JKH Community

Postby NC+ » Wed Nov 15, 2017 10:50 am

I bought some below 150, like to see this works...
See some sup around 148
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Re: JKH Community

Postby helloworld » Wed Nov 15, 2017 10:52 am

From CT
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Re: JKH Community

Postby sashimaal » Wed Nov 15, 2017 11:44 am

Yes thanks SH.

This time the selling is foreign and buyers are Captains


stocks hunter wrote:
sashimaal wrote:Captains playing games...


Same thing I have mentioned earlier sashi....

viewtopic.php?f=3&t=1254&start=400#p61587
"Knowledge is being aware of what you can do. Wisdom is knowing when not to do it" - Brian Tracy

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Re: JKH Community

Postby Blue Whale » Wed Nov 15, 2017 11:45 am

If you have cash then try to buy some JKH @ 150/- and hold on. There are good quantities on offer.
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