Blue Whale's Diary - 2018

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Re: Blue Whale's Diary - 2018

Postby Edmond » Fri Jan 26, 2018 1:43 am

Thx BW.

With the foreign back up & expecting good report will take some ride as I think.

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Fri Jan 26, 2018 7:21 am

This will be same as last year. I remember in the 1st quarter of the last year CSE had an influx of foreign buying but the market was declining with our local fellows sleeping like now. Suddenly they awake and bought stocks like the day after tomorrow is the last day of CSE sending the market index through the roof. Signs for this quarter are also similar. So whoever awake better to pickup value stocks little by little because the gains to follow soon.
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Re: Blue Whale's Diary - 2018

Postby SHARK » Fri Jan 26, 2018 9:20 am

interesting ...... phase with locals covering behind local elections and talking of uncertainities..... while US stocks hitting highs since trump. but thats a developed market per se.
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Re: Blue Whale's Diary - 2018

Postby lukedesilva » Fri Jan 26, 2018 10:17 am

Everybody is looking for a bargain and trying to catch the bottom, I think.

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Fri Jan 26, 2018 5:25 pm

26th Jan 18

Market index ended the day on a positive note with a gain of 8 points. Though the volumes are very low the rise helped to end the week on a positive note giving the 4th week of the year to Bulls. Dialog & SLT registered gains helping the market to be green.

Turnover was a below average 264Mn came through 2300 trades. Foreigners were largely inactive today yet they generated a net inflow of 21.2Mn for the day. YTD net foreign purchase stands at 4,021Mn now.
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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Mon Jan 29, 2018 8:18 pm

29th Jan 18

Very similar to the way market started last week this week too market started with a negative mood on low turnover. ASPI declined by 2 points on a turnover of below average 337Mn. JKH was the main negative contributor while Carsons became the main positive contributor to the market. Highest turnover contribution was from Softlogic Holdings which is trading on the announcement of private placement and rights issue of new shares @ 17/- per share.

Foreign buying was almost equal to foreign selling so no net impact. What are awaiting in the days to come. But one thing sure is that the market activities are getting lower and lower in the back of local elections getting closer and closer.
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Re: Blue Whale's Diary - 2018

Postby PAT » Mon Jan 29, 2018 11:46 pm

Thanks BW
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Without compromising your ability to Live Tomorrow……… :)

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Wed Jan 31, 2018 3:42 am

30th Jan 2018

Market ended the month today on a positive note, same as how it started the month, with a gain of 22 points. ASPI closed @ 6,476 with a gain of 1.7%. This is exactly the opposite happened in a year ago where January of 2017 recorded a loss of 1.5% in ASPI. The gains in the month of Jan can be attributed to blue chips mainly such as JKH, HNB, CTC, SAMP, etc. The turnover recorded was a healthy 927Mn. Janashakthi generated 456Mn turnover on the back of sale of stake by BOC. Janashakthi and Softlogic were the most active stocks for the day whereas highest contribution for market gain was from JKH followed by JINS and DIAL.

Though foreign activity has been relatively low a net foreign inflow of 18.5Mn was recorded. Ytd net foreign buying stands at 4,040Mn as at the end of month.

So month of January was a positive one for CSE. Foreigners grabbed the available quantities at bargain prices. While the locals kept staying on sleep mode. What is to come in February.....
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Re: Blue Whale's Diary - 2018

Postby SHARK » Wed Jan 31, 2018 10:10 am

let us wish for a turbulent 1st 2 weeks of feb to follow up next 2 weeks on recovery upward trajectory.
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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Wed Jan 31, 2018 12:33 pm

Volatility will anyway be there but if foreigners continue their head hunting then February won't be much different than January.
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Re: Blue Whale's Diary - 2018

Postby Edmond » Thu Feb 01, 2018 12:54 am

Blue Whale wrote:30th Jan 2018

Market ended the month today on a positive note, same as how it started the month, with a gain of 22 points. ASPI closed @ 6,476 with a gain of 1.7%. This is exactly the opposite happened in a year ago where January of 2017 recorded a loss of 1.5% in ASPI. The gains in the month of Jan can be attributed to blue chips mainly such as JKH, HNB, CTC, SAMP, etc. The turnover recorded was a healthy 927Mn. Janashakthi generated 456Mn turnover on the back of sale of stake by BOC. Janashakthi and Softlogic were the most active stocks for the day whereas highest contribution for market gain was from JKH followed by JINS and DIAL.

Though foreign activity has been relatively low a net foreign inflow of 18.5Mn was recorded. Ytd net foreign buying stands at 4,040Mn as at the end of month.

So month of January was a positive one for CSE. Foreigners grabbed the available quantities at bargain prices. While the locals kept staying on sleep mode. What is to come in February.....


Thx BW. Encouraging involvement from "Suddas"... :ymapplause:
(Seems this time also "Sudda" will do "Sudda" our guys pocket)

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Thu Feb 01, 2018 6:55 am

Yes Edmund. I can't simply understand why our locals can't follow at least these foreigners if they are still clueless.
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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Thu Feb 01, 2018 8:14 pm

1st February 2018

The month started the same way as it did in January with a gain of 22 points. Retail favorite stocks are seen coming out of the ashes. Different to other usual contributors for the market movement, today market movement were done by a relatively new set of stocks such as CARS, CFIN, JINS, etc. Plantation sector stocks were seen gaining momentum with renewed interest in stocks such as MAL, LDEV, MASK. SHL was seen trading heavily establishing 16/- rupee mark.

Turnover was a respectable 903Mn came through 5631 trades. Number of trades reached 5000 mark for the first time in the year 2018 where the average for Jan 18 hanging around 2500. Janashakthi, Central Finance & Nestle generated the highest turnover for the day. Foreign activities were at a reasonable level ending the day with another net foreign buying amounting to 243.7Mn. YTD net foreign buying now stands at 4,284Mn. Central Finance & Nestle registered notable net foreign purchase.

So at last locals were seen coming into the game after more than several months and after foreigners have accumulated huge wealth. Will the today's push initiate a bull run similar to the one developed in last year. The days to come will decide it...
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Re: Blue Whale's Diary - 2018

Postby GB » Thu Feb 01, 2018 8:17 pm

Thanks BW... :ymdaydream:

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Re: Blue Whale's Diary - 2018

Postby Edmond » Thu Feb 01, 2018 11:12 pm

Thx BW. "Suddata" jayawewa.

Seems traders are entering slowly.

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Re: Blue Whale's Diary - 2018

Postby PAT » Fri Feb 02, 2018 2:30 am

Thanks BW.......
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Without compromising your ability to Live Tomorrow……… :)

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Fri Feb 02, 2018 7:55 am

Yes. My estimate is net foreign buying to hit 6Bn by the end of this month or quarter.
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Re: Blue Whale's Diary - 2018

Postby newer1 » Fri Feb 02, 2018 8:23 am

Thanks BW
BE A FRIEND OF TREND

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Sat Feb 03, 2018 4:05 pm

2 nd February 2018

Week no5 of the year ended with a gain of 22 points today. It was a day filled with lot of retail activity to the amusement of me. JINS, CSC,SHL, etc were at the forefront of the retail enthusiasm. JINS became the major contributor for market green while blue chips such as Cargills, Nestle, CTC, etc also chipped in with some gains.

Market turnover reached 1.2Bn for the day backed by 7,800 trades, the highest for the year so far and the first instance where number of trades exceeds 7,000 mark. Majority of the trades came from, not surprisingly, JINS which saw over 16Mn shares changed hands closing up by 6 rupees. Plantation giants such as MAL & LDEV too attracted a fair deal of local interest.

Foreign activities were remained low with a net outflow of 3.7Mn making YTD net foreign buying slightly decreasing to 4,280Mn.

Since the retailers are to active mode I expect more activities in the next week and with that the market to register some more gains.
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Re: Blue Whale's Diary - 2018

Postby SHARK » Sat Feb 03, 2018 4:18 pm

as we go into final week of local election i expect some status quo to maintain and outcome of results would pave more activity. with both party leaders have vowed to continue, the bigger uncertainty of replacing pm will not be an issue for the continuity till 2020. as prez has indicated he needs unp support to continue the govt and pass acts etc as head of state.however i would like to see people vote for the continuity of of govt led by the greens :)
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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Sat Feb 03, 2018 4:50 pm

:)) B-)
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Re: Blue Whale's Diary - 2018

Postby Edmond » Sat Feb 03, 2018 6:22 pm

Thx BW.

I noticed some activity in retail/trader favourites shares like HVA, LCEC ( Not fundamentals choice please) also.

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Sat Feb 03, 2018 9:50 pm

Yes Edmond HVA, LCEM, DPL, CFVF all are retail counters. The active Ness of these counters reminds us that they have awaken.
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Re: Blue Whale's Diary - 2018

Postby PAT » Sun Feb 04, 2018 1:52 am

Blue Whale wrote:2 nd February 2018

Week no5 of the year ended with a gain of 22 points today. It was a day filled with lot of retail activity to the amusement of me. JINS, CSC,SHL, etc were at the forefront of the retail enthusiasm. JINS became the major contributor for market green while blue chips such as Cargills, Nestle, CTC, etc also chipped in with some gains.

Market turnover reached 1.2Bn for the day backed by 7,800 trades, the highest for the year so far and the first instance where number of trades exceeds 7,000 mark. Majority of the trades came from, not surprisingly, JINS which saw over 16Mn shares changed hands closing up by 6 rupees. Plantation giants such as MAL & LDEV too attracted a fair deal of local interest.

Foreign activities were remained low with a net outflow of 3.7Mn making YTD net foreign buying slightly decreasing to 4,280Mn.

Since the retailers are to active mode I expect more activities in the next week and with that the market to register some more gains.


Thanks BW.....
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Without compromising your ability to Live Tomorrow……… :)

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Re: Blue Whale's Diary - 2018

Postby Blue Whale » Mon Feb 05, 2018 11:31 am

Lets hope the average trades per day for this week stands beyond 5,000 :ymsmug:
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