7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
1/13
2013 Issue 06 Week Ending 08-02-2013
Weekly Market Wrap UpStat Page Pg 02
Weekly Stock Trends Pg 03
Week in BriefInvestor hunt in steady play extends with strong emphasis on BFI sector
Pg 03
S&P SL20 Watch Pg 04
Local Economy in BriefCurrency Moves Pg 05
Inflation & Interest Rates Pg 06
Colombo Tea Auction Pg 06
Tourism Pg 06
Global Market
Equity Market Outlook Pg 07Global Commodity Trend Pg 08
Research Chat:Fundamentals taking over??? Pg 09 Pg 10
Our Core Coverage Pg 11 Pg 12
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
2/13
Current WoW %
ASPI 5850.67 0.9%
S&P SL20 3271.25 2.3%
Turnover (LKR 'bn) 5,103.5 -44.3%
Volume ('mn) 186.8 30.5%
Market Cap. (LKR 'bn) 2,247.6 0.9%
LKR ('mn) Current WoW %
Foreign Purchases 3,033.3 -36.7%
Foreign Sales 3,267.3 -37.3%
Net Foreign Inflow -234.1 -44.3%
Foreign Participation 44% 17.5%
Net Foreign 301 -234
Current WoW %
PER 16.6 0.9%
PBV 2.1 0.9%
DY 2.3 0.0%
Current WoW %
BANKS FINANCE & INS. 12,174.2 1.0%
BEV. FOOD & TOBACCO 15,675.1 1.8%
CHEM. & PHARMA. 7,167.8 3.4%
CONS. & ENG. 2,610.9 1.2%
DIVERSIFIED 1,821.1 1.4%
HEALTH CARE 582.1 1.1%
HOTELS & TRAVELS 3,554.3 1.7%
JKH 200.6 0.2% HNB (+) -9.35% LAND & PROPERTY 506.0 3.2%
SAMPATH (+) 162.5 6.26% AITKEN SPENCE -0.17% MANUFACTURING 2,606.0 1.2%
COMMERCIAL BANK (+) 123.0 0.45% AHOT PROPERTIES -1.43% MOTORS 15,430.7 2.5%
LOLC 94.8 0.90% UNION BANK (+) -0.45% PLANTATIONS 808.2 0.9%
COLD STORES 41.9 5.42% TEXTURED JERSEY -0.28% TELECOM 163.5 1.3%
3196.81
9,164.2
16.4
2.1
2.3
Previous
12,051.5
15,397.6
-420.2
37%
4,789.8
5,210.0
143.1
2,227.9
Previous
-976.7
-39.9
-28.6
-11.4
-7.6
-420
800.8
161.4
Change in Foreign Holding
Decline in
Value
LKR 'mn
Decline in Foreign Holding
Growth in
Foreign
Holding
Growth in
Value
LKR 'mn
Growth in Foreign Holding
2,580.3
1,796.8
575.6
6,934.3
-935
490.4
Weekly Stat Page
Previous
Weekly Market Statistics
Weekly Foreign Flow
Weekly Market Valuations
Weekly Sector Statistics
Decline in
Foreign
Holding 3,493.7
2,576.4
15,058.4
Previous
5799.69
5,650
5,700
5,750
5,800
5,850
5,900
Daily Index Movement
ASPI
0
50
100
150
200
250
300
350
0
2,000
4,000
6,000
8,000
10,000
18-Jan 25-Jan 1-Feb 8-Feb
('Mn
)LKR('Mn)
Weekly Turnover and Volume
Turnover (LHS) Volume (RHS)
0
1,000
2,000
3,000
4,0005,000
6,000
18-Jan 25-Jan 1-Feb 8-Feb
LKR('Mn)
Weekly Foreign Purchases and Sales
Foreign Buying Foreign Sales
0%
10%
20%
30%
40%50%
60%
70%
80%
Daily Foreign Activity
Fo re ign A ctivity Line ar (Foreign Activity)
Page | 2
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
3/13
Company Current Previous WoW % Volume
COMMERCIAL DEV. 73.30 64.50 13.64% 6,649
CEYLINCO INS. 1,000.00 900.00 11.11% 32,753
SHALIMAR 1,000.00 900.00 11.11% 238
LANKA CERAMIC 67.20 60.50 11.07% 566PC PHARMA 10.00 9.10 9.89% 1,351
Company Current Previous WoW % Volume
BIMPUTH FINANCE 15.50 18.10 -14.36% 53,910
CEYLON PRINTERS 1,550.00 1,800.30 -13.90% 128
PARAGON 930.70 1,055.00 -11.78% 23
G S FINANCE 625.00 698.00 -10.46% 122
INDO MALAY 1,360.00 1,500.00 -9.33% 3
Company Current Previous WoW % Volume
HNB 149.10 145.00 2.83% 10,898,017
COMMERCIAL BANK 111.20 105.70 5.20% 6,233,227
JKH 230.00 229.90 0.04% 2,457,797
SAMPATH 238.00 220.10 8.13% 1,385,684
ENVI. RESOURCES 18.10 17.70 2.26% 10,025,586
Company Current Previous WoW % Volume
HNB 149.10 145.00 2.83% 10,898,017
ENVI. RESOURCES 18.10 17.70 2.26% 10,025,586
S M B LEASING 0.90 0.90 0.00% 7,929,807
COMMERCIAL BANK 111.20 105.70 5.20% 6,233,227
TEXTURED JERSEY 9.90 9.30 6.45% 4,558,720
233,300
36,806
Weekly Top Gainers
Weekly Stock Trends
Turnover
438,599
32,450,207
Week in Brief
680,807,781
563,514,615
322,417,408
173,647,502
Turnover
1,565,362,574
173,647,502
7,123,305
680,807,781
Weekly Top Losers
Weekly Top Performers
Weekly Top Volume
12,877
4,080
Turnover
1,565,362,574
Turnover
73,001
842,641
168,421
21,407
44,604,526
Investorhunt in steady play extends with strong emphasis on
BFI sector
The week commenced following the holidays on a volatile note with indices moving at a broadly flat pace before the benchmark index
witnessed an uptick of 40 points on Friday, the biggest gain in three weeks. With the start of the interim results season, a positive reaction in
investor sentiment was noted with steady plays taking centre stage. Investors piled into banking and finance sector counters extending their
confidence on strong valuations and anticipated growth in earnings with foreign and high net worth play underscoring activity levels. The
ASPI closed at 5,850.67 points with a gain of 51 points WoW while weekly turnover read an average of LKR1.2 billion. 33 crossings
contributed 53% to the weeks turnover. Bourse attracted strong foreign participation throughout the week weighing heavier on the selling
side resulting in a net foreign outflow of LKR234 mn.
S&P SL20 index in brief; The S&P SL20 index concluded the week with a higher advance of 72 points WoW at 3,271.25. Several counters
touched their 52-week peaks supporting the upward momentum with notable positive contributions from Sampath Bank (+8.1% WoW),
National Development Bank (+5.8% WoW), Dialog Axiata (+5.7% WoW) and Commercial Bank (+5.2% WoW) outweighed the losses made in
CT Holdings (-6.9% WoW)and Asian Hotels & properties (-5.3% WoW).
Banking sector attracts focus highlighting the top turnover slot: Banking sector players encompassing the S&P SL20 calibre secured interest
throughout the week with Hatton National Bank (+2.8% WoW) spearheading the weeks turnover backed by several significant off-market
blocks amidst heavy foreign investor interest. Interest continued in Commercial Bank (+5.2% WoW) and Sampath Bank with the latter
having renewed its 52-week high at LKR239.0 (+8.6% WoW) and the former advancing 5.4% at its intra-week of LKR111.4 during the week.
Interest renewed in Nations Trust Bank with the counter touching a new 52-week high at LKR65.0 (+12.5% WoW) and Union Bank
encountered renewed participation during the early trading week. Consequently the BFI index advanced 2.3% WoW to close at
13,068.99.FurtherJohn Keells Holdings and Chevron Lubricants (+4.4% WoW) secured strong investor focus while Fridays trading witnessed
the former touching a new 52-week high at LKRX. Investor interest continued in Access Engineering.
33 crossings took up 53% of the weeks turnover: Hatton National Bank saw off-market deals constituting of c. 10.3 mn shares which
changed hands via 15 crossings at prices of LKR143.0 and LKR144.0. Commercial Bank recorded 2 crossings accumulating to c.684k shares at
LKR111.0. Two parcels carrying 1.4 mn shares were crossed off in Lanka Orix Leasing at LKR69.0 each. Sampath Bank witnessed 2 blocks
totaling 500k shares at a 52-week high level of LKR239.0. Chevron Lubricants encountered a similar block at LKR221.0. John Keells Holdings
saw 5 blocks amounting to c.1 mn shares which were crossed off at LKR229.0 and LKR229.6 while Aitken Spence and Ceylinco Insurance
encountered one crossing each carryingc.202k shares and c.28k shares respectively at LKR125.0 and LKR1000.0 (52-week high off-market
price) Environmental Resources Investments and its Warrants [W006 & W003] registered one crossing each at prices of LKR17.3, LKR3.8
and LKR3.2 during Fridays trading. Dialog Axiata encountered a block of 10 mn shares which changed hands at a 52-week high (off-market)
price of LKR9.2.
Large on-board trades: Activity in steady counters reflected in significant on-board transactions as Sampath Bank, Hatton National Bank,
Commercial Bank, Chevron Lubricants, John Keells Holdings, Aitken Spence, Textured Jersey, John Keells Hotels and Vallibel One
witnessed several large blocks.
Retail Participation: The following counters saw active interest from retail investors; Free Lanka Capital Holdings (+4.2% WoW), SMBLeasing (+0.0% WoW), Lanka Orix Leasing (-0.7% WoW), E-Channelling (+9.2% WoW), Peoples Merchant Finance (-0.7% WoW),
Environmental Resources Investment (+2.3% WoW), Vallibel One (-2.2% WoW)and Nations Lanka Finance (+0.0% WoW).
Several counters at their 52-week peaks: Banking sector players; Sampath Bank (LKR239.0), DFCC Bank (LKR129.0) and Nations Trust Bank
(LKR65.0) touched new 52 week peaks during the week. With sentiments driven by interim results, Dipped Products saw its price advancing
to a 52-week high of LKR116.7 while Lion Brewery renewed its 52-week high at LKR320.0. John Keells Holdings touched a new-52-week high
level at LKR230.9 while E Channelling (LKR7.1), Asiri Hospital Holdings (LKR12.6) and Ceylon Cold Stores (LKR144.0) also traded at 52-week
high levels.
Foreigners conclude the week with a net outflow of LKR234 mn: Foreign participation weighed heavier on the selling side leading to a net
foreign outflow of LKR234 mn. Foreign buying recorded LKR3 bn against foreign selling of LKR3.3 bn during the week. Accumulation was
evident in; Lanka Orix Leasing Company, Sampath Bank, John Keells Holdings Lanka Orix Finance and Access Engineering.
Page | 3
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
4/13
DIVIDENDS
RIGHTS ISSUE
Kotagala Plantations
Pelwatte Sugar
S&P SL20 Companies Current Previous WoW % ###
JOHN KEELLS HOLDINGS 230.00 229.90 0.04% ###
COMMERCIAL BANK 111.20 105.70 5.20% ###THE BUKIT DARAH 703.50 702.00 0.21% SCRIP DIVIDEND
HATTON NATIONAL BANK 149.10 145.00 2.83%
CARSONS CUMBERBATCH 456.00 450.00 1.33%
SAMPATH BANK 238.00 220.10 8.13%
CEYLON TOBACCO COMPANY 839.00 825.20 1.67%
DFCC BANK 127.10 125.50 1.27% CAPITALIZATION OF RESERVES
AITKEN SPENCE 126.70 124.00 2.18%
NATIONAL DEVELOPMENT BANK 153.40 145.00 5.79%
C T HOLDINGS 134.10 144.00 -6.88%
DISTILLERIES 183.50 181.10 1.33%HAYLEYS 300.00 297.10 0.98% SUBDIVISION OF SHARES
CHEVRON LUBRICANTS LANKA 224.90 215.40 4.41%
DIALOG AXIATA 9.20 8.70 5.75%
CARGILLS (CEYLON) 150.00 150.50 -0.33%
AITKEN SPENCE HOTEL HOLDINGS 74.10 72.00 2.92% CONSOLIDATION OF SHARES
NESTLE LANKA 1,625.00 1,600.00 1.56%
ASIAN HOTELS & PROPERTIES 72.00 76.00 -5.26%
SRI LANKA TELECOM 43.90 44.00 -0.23%
0
12-02-2013
to be notified
Delayed
28-03-2013
1.00
0.70
2.00 (Tax Free)
4.00
2.75
00
0
0
08-04-2013
Renunciation
0
XR Date
Delayed
21-02-2013
22-02-2013
26-02-2013
Commercial Credit and Finance 01 for 10.9037
Company Proportion EGM Date XC Date
0-Jan-19000-Jan-1900
07:10 14-12-2012
0-Jan-1900
0-Jan-1900
0
0
18-02-2013
Company Proportion
0-Jan-19000-Jan-1900
0-Jan-1900
EGM Date Trading Date
Watawala Plantations PLC
Haycarb PLC
Peoples Finance PLC
11-02-2013
12-02-2013
12-02-2013
20-02-2013
20-02-2013
21-02-2013
Payment
Cargills (Ceylon) PLC
Royal Ceramics Lanka PLC
680,807,7813,223,330
Dates
XD Date
Dipped Products PLC
HNB Assurance PLC
4.00
2.25
0
Pan Asia Banking Corporation PL
Turnover
563,514,615
Company Proportion
Announcements
Company Dividend (LKR)
12-02-2013
13-02-2013
21-02-2013
15-02-2013
0.50
XD DateEGM DateProportionCompany
0-Jan-1900
0-Jan-1900
S & P SL20 Debrief
1,565,362,574
23,968,250
322,417,408
1,807,925
0-Jan-1900 0-Jan-1900 0-Jan-19000-Jan-1900
0-Jan-1900
0-Jan-1900
0
01 for 04 @ LKR45.0
01 for 04 @ LKR18.0
0
19,762,958
to be notified
0-Jan-1900 0-Jan-1900
19,581,696
0-Jan-1900 0-Jan-1900 0-Jan-1900 0-Jan-1900
Company Proportion EGM Date Trading Date
Colonial Motors
160,024,759
66,501,302
37,621,237
2,345,433
166,113,674
126,463,576
7,091,696
8,792,661
13,544,187
33,886,527
1,432,009
0-Jan-1900 0-Jan-1900
Dates
0 0
0-Jan-1900 0 0
3,000
3,050
3,100
3,150
3,200
3,250
3,300
Daily Index Movement
S&P SL20
Page | 4
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
5/13
Local Economy
CURRENCY MOVES
123124
125126127128129130131
LKR USD : LKR
0.00
0.50
1.00
1.50
2.00
LKR Japanese Yen : LKR
162164
166
168
170
172
174
LKR EURO : LKR
98
100
102
104
106
108LKR Singapore Dollar : LKR
190195
200
205
210
215
LKR GBP : LKR
2.242.262.282.302.322.34
2.362.382.40LKR Indian Rupee : LKR
"Despite an increase in earnings from garment exports to the US and EU, Sri Lanka is losing market share to
competitor countries Bangladesh, India, Vietnam, Pakistan and Cambodia, the Institute of Policy Studies (IPS) says.
"Despite considerable increases in absolute export earnings to both and US and EU markets, it is of concern to note
that SriLankas relative market share in garment exports has been losing ground. The increase in export earnings
over the years has been due largely to a shift in Sri Lankan garment exports from the US to EU,"
Page | 5
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
6/13
BALANCE OF TRADE TOURISM
For the Month Ending: Nov-12 For the Month Ending:
Nov-12 Oct-12 MoM % Nov-11 2012 2011
Exports 828 770 7% 886 Dec-12 122,252 97,517
Imports 1,821 1,581 15% 1,986 YTD 1,005,605 855,975
Balance of Trade -993 -810 -23% -1,100
COLOMBO TEA AUCTION STATISTICS
Sale of Sale of
30/01/13 22/01/13 WoW %
High Grown 417.47 436.05 -4.26%
Mid Grown 378.39 381.91 -0.92%
Low Grown 437.14 432.81 1.00%
Total 424.62 425.87 -0.29%
COLOMBO RUBBER AUCTION STATISTICS
For the Month Ending: Jan-2013
Dec-12 Jan-13 Basis Points Sale of Sale of
Point to Point 9.2% 9.8% -60 31-Jan-12 29-Jan-12 WoW %
Annual Average Change 7.6% 8.1% -50 RSS 1 380.00 379.00 0.26%
1-Yr T-Bill 11.38% 11.11% 27 Brown Crepe 1X 395.00 365.00 8.22%
Sale of
16-Jan-12
Corres. 2012
-9.09%
WoW %
-8%
10%
333.55
302.64
362.68
347.73
Local Economy
Elevation
Dec-12
INFLATION & INTEREST RATE
25%
17%
22.11%
8.22%
418.00
365.00
YoY %
-7%
Elevation
25.16%
25.03%
20.53%
YoY %
Change %
-1,200
-800
-400
0
400
800
1,2001,600
2,000
Balance of Trade
Exports Imports Balance of Trade
20,000
40,000
60,000
80,000100,000
120,000
140,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Tourist Arrivals
2009 2010 2011 2012
2%
4%
6%
8%
10%
12%
14%
Jan-13Nov-12Sep-12Jul-12May-12Mar-12Jan-12
Inflation and Treasury Bill Rate
1-Yr T-Bill Point to Point Annual Average Change
Page | 6
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
7/13
Global Markets
EQUITY MARKET OUTLOOK
Aperfectstorm may be forming in the world economy as signs of a recovery spur capital flows to
emerging markets and some advanced nations that may lead to asset bubbles, Banco de Mexico
Governor Agustin Carstens said. Riskappetite among investors has returned and the search for yield is
in fullforce, Carstens said in a speech in Singapore today. Concerns of asset-price bubbles fed by
11,500
12,000
12,500
13,000
13,500
14,000
14,500
Index Dow Jones Industrial Average
5,200
5,400
5,600
5,8006,000
6,200
6,400
Index FTSE 100 Index
1,250
1,300
1,350
1,400
1,450
1,500
1,550
Index S&P 500 Index
7,000
8,000
9,000
10,000
11,000
12,000Index Nikkei 225
2,300
2,400
2,500
2,600
2,700
2,800Index EURO STOXX 50 Price EUR
19,000
20,000
21,000
22,00023,000
24,000
25,000Index Hong Kong Hang Seng Index
Page | 7
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
8/13
WTI Crude USD/bbl 96.15 -1.1%
Gold USD/t oz. 1,671.40 0.3%Copper USd/lb. 373.80 0.1%
Cotton USd/lb. 81.65 -1.2%
Wheat USd/bu. 758.25 -3.3%
97.24
82.64
783.75
Commodity This Week Last WeekWoW
Change
1,666.30373.45
GLOBAL COMMODITY TREND
Global Markets
75
80
85
90
95
100
USD/bbl
WTI CRUDE FUTURE
65
70
75
80
85
USd/lb. COTTON NO.2 FUTURE
1,550
1,600
1,650
1,700
1,750
1,800
USD/t oz.
GOLD 100 OZ FUTURE
650
700
750
800
850
900
950
USd/bu. WHEAT FUTURE(CBT)
330
340
350
360
370
380
USd/lb.
COPPER FUTURE
Page | 8
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
9/13
Softlogic Equity ResearchPage | 9
Mkt Price
7-Feb-13 Mar'14E Mar'14E Mar'14E
Dec'13E Dec'13E Dec'13E
Banking, Finance & Insurance
Central Finance CFIN.N0000 182.90 35.51 19.0 5.2 6.5 12.7%
Ceyl inco Insurance CINS.N0000 950.6 17.1 11.1%
Commercial Bank COMB.N0000 109.90 12.76 10.1 8.6 9.5 6.7%
Commercial Bank [X] COMB.X0000 92.90 12.76 10.1 7.3 8.0 2.0%
DFCC Bank DFCC.N0000 127.50 13.02 12.2 9.8 10.5 12.9%
Hatton National Bank HNB.N0000 146.00 19.24 14.3 7.6 8.1 -1.4%
Hatton National Bank [X] HNB.X0000 113.40 19.24 14.3 5.9 6.3 0.8%
Lanka Orix Leasing Company LOLC.N0000 67.8 8.2 26.0%
LB Finance LFIN.N0000 145.0 32.1 15.2 4.5 5.6 -2.0%
Nati onal Devel opment Bank NDB.N0000 148.90 20.76 14.7 7.2 8.0 8.0%
Nations Trust Bank NTB.N0000 60.00 10.07 26.0 6.0 7.6 7.1%
People's Leasing PLC.N0000 12.90 2.49 19.4 5.2 5.8 -2.3%
Sampath Bank SAMP.N0000 237.00 34.63 13.3 6.8 8.1 18.2%
Seylan Bank SEYB.N0000 59.9 8.9 7.0%
Beverage, Food and Tobacco
Cargills CARG.N0000 150.3 5.9 86.9 25.6 38.0 3.3%
Ceyl on Tobacco Company CTC.N0000 830.0 46.3 9.4 17.9 19.1 0.0%
Distil leries DIST.N0000 183.10 25.48 25.1 7.2 8.8 10.3%
Lion Brewery LION.N0000 311.10 28.19 44.4 11.0 19.8 15.2%
Nestle (Lanka) NEST.N0000 1,625.0 65.1 26.8 25.0 32.9 2.0%
Construction & Engineering
Colombo Dockyard DOCK.N0000 227.8 7.4 1.7%
YTD
return %Name
4QTrailing
EPS EPS Growth (%) PER
The recent trend in the Colombo bourse has been
encouraging with fundamentals having finally started totake charge which was an inevitable phenomenon that
was continuously highlighted in our publications. The
benchmark index has gained 3.7% YTD, whilst the S&P
SL20 constituting of steady play has appreciated 6.0%
YTD.
Key buys outperforming the market. Majority of the
counters which were in the Softlogic Equity Researchs
Key Buys list has gathered momentum outperforming
the broader market amidst heightened foreign investor
activity in the steady lot (refer table).
For example when the broader market has generated a
YTD return of 3%, one of our key recommended stocks,
Sampath Bank, has produced a return of 18% over the
same period. The investors, who took the bold decision
to pick on these companies few months back when they
were heavily undervalued, would have by now realized
attractive gains which would outperform the return
generated by any other asset class over a similar time
frame.
Lesson. We remind the value seekers to closely follow
valuations of the companies & market trends following
the recent price appreciations, which would assist in
making timely investment decisions. The golden rule
would be to buy on weakness. We advise the investors
to adopt a cautious approach in falling into rally, whilst
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
10/13
Softlogic Equity ResearchPage | 10
Diversified Holdings
Aitken Spence SPEN.N0000 124.5 12.8 3.8%
Hemas Holdings HHL.N0000 28.0 10.0 3.7%
John Keells Holdings JKH.N0000 229.60 18.0 4.4%
Vallibel One VONE.N0000 17.6 2.1 37.1 8.2 10.3 -2.8%
Healthcare
Asiri Hospital Hold. ASIR.N0000 12.4 26.9 12.7%
Hotels and TravelsAitken Sp. Ho. Hold. AHUN.N0000 72.00 6.39 13.2 11.3 15.1 -1.5%
Amaya Leisure CONN.N0000 82.0 7.8 9.3 10.5 10.9 -2.4%
Asian Hotels & Prop. AHPL.N0000 72.0 5.9 12.5 12.2 12.9 -5.1%
Keells Hotels KHL.N0000 13.8 1.0 13.2 13.4 18.7 0.0%
Manufacturing
Chevron Lubricants LLUB.N0000 222.0 22.0 24.3 10.1 11.7 9.9%
Piramal Glass GLAS.N0000 6.30 1.08 13.0 5.8 8.4 5.0%
Royal Ceramic RCL.N0000 100.0 20.8 29.7 4.8 6.3 1.0%
Textured Jersey TJL.N0000 9.20 1.59 13.9 5.8 8.2 3.4%Power and Energy
Lanka IOC LIOC.N0000 20.1 5.2 3.1%
Vallibel VPEL.N0000 6.8 24.0 4.6%
Laugfs Gas LGL.N0000 26.6 10.6 3.9%
Telecommunications
Dialog Axiata DIAL.N0000 8.9 0.9 16.1 9.6 11.1 7.2%
encouraging them to look for the hidden gems which are
yet to take off (refer table).
As we continued to stress it is advised to continuously
follow fundamentals and pay serious attention to the
firms outlook over a medium to long term time horizon.
If a business does well, the stock eventually follows.
Warren Buffett
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
11/13
Softlogic Equity ResearchPage | 11
Name Y/E Rec Mkt Price NAVPS P / BV DPS
8-Feb-13 M ar '1 1 M a r '1 2 Ma r' 13 E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 2
( 'M n) ( 'M n) ( 'M n) D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 0 De c' 11 D ec '1 2E D ec '1 3E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 1
Banking, Finance & Insurance
Central Finance CFIN.N0000 M 183.00 14,739 104.9 19,194 140.53 1.30 1,827 2,675 2,970 17.42 25.51 28.32 75 46 10.5 7.2 6.5 2.5 1.4 18.2
Ceyl inco Insurance CINS.N0000 D 1,000.00 11,250 26.4 26,414 425.89 2.35 962 1,372 1,465 36.41 51.95 55.47 40 43 27.5 19.3 18.0 6.5 0.7 12.2
Co mm erc ia l B an k CO MB .N 000 0 D Buy 111.20 51,185 833.6 92,693 61.40 1. 81 5,508 8, 048 9,658 10,637 9,688 6. 61 9.65 1 1.59 1 2.76 11.62 31 46 20 10 16.8 11.5 9.6 8.7 9.6 6.0 5.4 15.7
Commercial Bank [X] COMB.X0000 D Buy 94.00 51,185 833.6 78,356 61.40 1.53 5,508 8,048 9,658 10,637 6.61 9.65 11.59 12.76 11.62 31 46 20 10 14.2 9.7 8.1 7.4 8.1 6.0 6.4 15.7
DFCC Bank DFCC.N0000 M MTB 1 27 .1 0 26 ,1 06 2 65 .1 3 3,69 4 9 8. 48 1 . 29 5 ,0 90 2 ,9 00 3 ,0 78 3 ,4 53 3 ,2 06 1 9 .2 0 1 0. 94 1 1. 61 1 3. 02 1 2. 09 9 7 (43) 6 12 6.6 11.6 10.9 9.8 10.5 4.0 3.1 11.1
H a tton N a ti o na l Ba nk H NB.N 00 00 D Buy 149.10 44,141 397.5 59,260 111.06 1. 34 4,787 6, 149 6,686 7,645 7,171 12. 04 1 5.47 1 6.82 1 9.24 18.04 7 28 9 14 12.4 9.6 8.9 7.8 8.3 7.5 5.0 13.9Hatton National Bank [X] HNB.X0000 D Buy 115.80 44,141 397.5 46,025 111.06 1.04 4,787 6 ,149 6 ,686 7 ,645 12.04 15.47 16.82 19.24 1 8.04 7 28 9 14 9.6 7.5 6.9 6.0 6.4 7.5 6.5 13.9
Lanka Orix Leas ing Company LOLC.N0000 M 67.50 20,609 475.2 32,076 43.37 1.56 3,840 6,379 3,928 8.08 13.42 8.27 109 66 8.4 5.0 8.2 - - 31.0
LB Finance LFIN.N0000 M Buy 142.70 4,522 69.3 9,883 65.30 2.19 1,020 1,625 1,931 2,224 1,787 14.73 2 3.46 2 7.88 3 2.11 25.80 1 04 59 19 15 9.7 6.1 5.1 4.4 5.5 5.0 3.5 35.9
National Development Bank NDB.N0000 D Buy 153.40 18,491 164.2 25,189 112.61 1. 36 2,150 2, 706 2,972 3,409 3,040 13. 09 1 6.48 1 8.10 2 0.76 18.51 3 26 10 15 11.7 9.3 8.5 7.4 8.3 7.5 4.9 14.6
N at io ns T ru st B an k N TB .N 00 00 D Buy 61.90 9,586 230.6 14,275 41.57 1.49 1,084 1,534 1,842 2,321 1,824 4.70 6.65 7.99 1 0.07 7.91 58 41 20 26 13.2 9.3 7.8 6.1 7.8 2.1 3.4 16.0
Pa n As ia Ba nk PABC.N0000 D 19.40 3,865 295.0 5,724 13.10 1.48 362 824 761 1.23 2.79 2.58 (7) 128 15.8 6.9 7.5 1.0 5.2 21.3
Pe op le 's Le as i ng PLC.N0000 M Buy 1 3. 00 18 ,3 70 1,56 0. 0 2 0,28 0 1 1. 78 1. 10 2 ,6 05 4 ,5 03 3 ,2 53 3 ,8 84 3 ,4 91 1 .6 7 2 .8 9 2 .0 9 2 .4 9 2 .2 4 1 2 6 7 3 (28) 19 7.8 4.5 6.2 5.2 5.8 1.0 7 .7 2 4. 5
Sa mpa th Ba nk SAMP.N0000 D Buy 238.00 24,122 162.7 38,731 148.23 1. 61 3,484 4, 151 4,975 5,636 4,784 21. 41 2 5.51 3 0.57 3 4.63 29.40 68 19 20 13 11.1 9.3 7.8 6.9 8.1 9.0 3.8 17.2
Seyla n Bank SEYB.N0000 D 61.40 19,242 338.1 20,758 56.91 1.08 1,207 1,006 2,278 3.57 2.98 6.74 117 (17) 17.2 20.6 9.1 1.0 1.6 5.2
La nka Ori x Fi na nce LOFC.N0000 M 3.50 5,303 2,800.0 9,800 1.89 1.85 1,246 1,246 1,171 0.45 0.44 0.42 1,229 (0) 7.9 7.9 8.4 - - 23.5
Sample Sector (16) 271,529 7,722.5 407,971 35.16 1.50 35,172 45,118 47,565 4.55 5.84 6.16 57 28 11.6 9.0 8.6 53.1 16.6
Full Sector (61) 536,086 1.57 9.9
Beverage, Food and Tobacco
Ca rgi ll s CAR G.N0000 M 150.00 7,666 224.0 33,600 34.22 4.38 1,089 1 ,079 704 1 ,315 887 4 .86 4.82 3.14 5.87 3.96 54 ( 1) ( 35) 87 30.9 31.1 47.7 25.6 37.9 2.0 1.3 1 4.1
Ce yl o n T ob ac co Co mp a ny CT C. N0 000 D 8 39 .00 4, 534 18 7. 3 157 ,1 65 24 .20 34 .66 5 ,09 7 6, 56 9 7, 919 8 ,6 67 8 ,14 5 2 7. 21 35 .07 42 .2 7 4 6. 27 43 .4 8 2 4 2 9 21 9 3 0. 8 23 .9 1 9. 8 18 .1 1 9. 3 37 .1 4 .4 144 .9
Di sti ll eri es DI ST.N0000 M Buy 183.50 40,157 300.0 55,050 133.86 1.37 8,124 5,982 6,109 7,643 6,210 27.08 19.94 20.36 25.48 20.70 186 (26) 2 25 6.8 9.2 9.0 7.2 8.9 3.0 1.6 14.9
Li on Bre we ry LI ON.N0000 M Buy 319.50 5,493 80.0 25,560 68.66 4. 65 1,013 1, 262 1,562 2,256 1,258 12. 67 15.78 19.52 2 8.19 15.72 58 25 24 44 25.2 2 0.2 16. 4 11.3 20. 3 4.0 1.3 23.0
Ne stl e ( La nk a) NES T.N0000 D 1,625.00 2,825 53.7 87,304 52.59 30.90 1,891 2, 633 2,758 3,497 2,650 35. 19 4 9.01 5 1.34 6 5.09 49.32 20 39 5 27 46.2 33.2 31. 7 25.0 32. 9 47.5 2.9 93.2
Sample Sector (5) 60,675 845.0 358,679 71.80 5.91 17,214 17,525 19,051 23,377 19,149 20.37 20.74 22.54 27.66 22.66 7 4 2 9 23 20.8 20.5 18.8 15.3 18.7 93.6 28.9
Full Sector (20) 415,619 4.56 15.8
Chemicals & Pharmaceuticals
CIC Holdings CIC.N0000 M 65.00 7,291 94.8 6,160 76.93 0.84 929 916 557 9.80 9.67 5.88 57 (1) 6.6 6.7 11.1 3.2 4.9 12.6
Lankem Ceylon LCEY.N0000 M 162.00 3,694 24.0 3,888 153.92 1.05 1,131 552 361 47.13 23.01 15.06 230 (51) 3.4 7.0 10.8 2.5 1.5 14.9
Sample Sector (2) 10,985 118.8 10,048 92.49 0.91 2,060 1,469 918 17.34 12.37 7.73 121 (29) 4.9 6.8 10.9 5.7 13.4
Full Sector (10) 20,648 1.08 10.6
Construction & Engineering
Co lombo Dockya rd DOCK.N0000 D 227.00 10,098 71.9 16,312 140.53 1.62 2,081 1,804 2,213 28.96 25.10 30.79 ( 3) ( 13 ) 7.8 9.0 7.4 6.0 2.6 17.9
Sample Sector (1) 10,098 71.9 16,312 140.53 1.62 2,081 1,804 2,213 28.96 25.10 30.79 ( 3) ( 13 ) 7.8 9.0 7.4 6.0 17.9
Full Sector (4) 20,116 1.38 7.4
Diversified Holdings
Aitken Spence SPEN.N0000 M 126.70 25,912 406.0 51,440 63.82 1.99 2,536 3,709 3,947 6.25 9.14 9.72 22 46 20.3 13.9 13.0 1.4 1.1 14.3
CT Holdings CTHR.N0000 M 134.10 12,614 183.1 24,553 68.89 1.95 864 1,213 1,060 4.72 6.63 5.79 131 40 28.4 20.2 23.2 2.1 1.5 9.6
Ca rsons Cumberbatch CARS.N0000 M 456.00 32,393 196.4 89,552 164.94 2.76 4,541 5,763 2,418 23.12 29.34 12.31 38 27 19.7 15.5 37.0 2.0 0.4 17.8
Exp o la n ka H ol d i ng s EXPO. N0 00 0 M LTB 7 .00 8, 754 1 ,9 54. 9 13 ,6 84 4 .48 1 .56 1 ,54 7 1, 05 5 1, 264 1 ,8 02 1 ,06 3 0. 79 0 .54 0 .6 5 0. 92 0 .5 4 1 99 (32) 20 43 8.8 13.0 10.8 7.6 12.9 0.1 1.7 12.0
Hayleys HAYL.N0000 M 300.00 18,822 75.0 22,500 250.97 1.20 725 2,520 1,063 9.66 33.60 14.18 (59) 248 31.0 8.9 21.2 4.0 1.3 13.4
Hemas Holdings HHL.N0000 M 28.00 10,946 515.3 14,428 21.24 1.32 1,210 1,209 1,445 2.35 2.35 2.80 34 (0) 11.9 11.9 10.0 0.5 1.8 11.0
John Keel ls Holdings JKH.N0000 M 230.00 76,368 852.4 196,058 89.59 2.57 8,246 9,775 10,900 9.67 11.47 12.79 59 19 23.8 20.1 18.0 3.5 1.5 12.8
Richard Peiris RICH.N0000 M 7.70 6,830 1,939.2 14,932 3.52 2.19 1,681 2,340 2,106 0.87 1.21 1.09 190 39 8.9 6.4 7.1 0.7 9.1 34.3
Softlogic Holdings SHL.N0000 M 11.50 7,811 779.0 8,959 10.03 1.15 829 494 198 1.06 0.63 0.25 438 (40) 10.8 18.1 45.2 0.1 1.1 6.3
Va ll ibe l One VONE.N0000 M Buy 17 .60 3 0, 502 1, 08 6. 6 19 ,1 23 28 .07 0. 63 57 9 2, 02 5 1, 695 2 ,3 23 1 ,85 1 0. 53 1 .86 1 .5 6 2. 14 1 .7 0 25 0 (16) 37 33.1 9.4 1 1.3 8.2 10.3 0.3 1.7 6.6
Sample Sector (10) 230,953 7,987.9 455,230 28.91 1.97 22,757 30,103 26,052 2.85 3.77 3.26 53 32 20.0 15.1 17.5 14.7 13.0
Full Sector (18) 490,003 1.83 16.9
Healthcare
As iri Hospital Hold. ASIR.N0000 M 12.50 4,304 1,099.1 13,739 3.92 3.19 191 440 506 0.17 0.40 0.46 3 130 72.0 31.2 27.2 0.3 2.0 10.2
Nawaloka Hos pitals NHL.N0000 M 3.10 3,421 1,409.5 4,369 2.43 1.28 1,071 275 475 0.76 0.20 0.34 999 (74) 4.1 15.9 9.2 0.1 1.6 8.1
Lanka Hos pitals LHCL.N0000 M 39.40 27,164 223.7 8,815 121.41 0.32 289 424 475 1.29 1.89 2.12 3,892 46 30.5 20.8 18.6 0.5 1.3 1.6
Sample Sector (3) 34,889 2,732.3 26,923 12.77 0.77 1,551 1,139 1,456 0.57 0.42 0.53 436 (27) 17.4 18.5 0.8 3.3
Full Sector (6) 39,993 2.04 19.3
Book
Val.
Share
Cap.
Market
Cap.ROE
(%)
Trailing
DY (%)4Q
Trailing
4Q
Trailing
4Q
Trailing
Earnings EPS EPS Growth (%) PER
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
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Softlogic Equity ResearchPage | 12
Name Y/E Rec Mkt Price NAVPS P / BV DPS
8-Feb-13 M ar '1 1 M a r '1 2 Ma r' 13 E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 2
( 'M n) ( 'M n) ( 'M n) D ec '1 0 D ec '1 1 D ec '1 2E De c' 13 E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 0 De c' 11 D ec '1 2E D ec '1 3E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 1
Hotels and Travels
Ai tke n Sp. H o. H ol d . AHU N. N0 00 0 M Buy 74.10 11,344 336.3 24,919 33.73 2.20 1,034 1,395 1,897 2,148 1,604 3. 07 4.15 5. 64 6.39 4.77 97 35 36 13 24.1 17.9 13.1 11.6 15.5 0.7 0.9 12. 3
Ama ya Le is ure CONN.N0000 M Buy 85.00 2,277 48.0 4,083 47.40 1.79 470 296 344 376 361 9.78 6.16 7.16 7.83 7.52 5 78 (37) 16 9 8.7 13.8 11.9 10.9 11.3 4.0 4.7 13.0
As ia n H otel s & Pro p. AHPL. N0 00 0 M Buy 72.00 13,021 442.8 31,880 29.41 2.45 1,775 2,151 2,332 2,623 2,465 4. 01 4.86 5. 27 5.92 5.57 1 82 21 8 12 18.0 14.8 13.7 12.2 12.9 4.0 5.6 16. 5
Ke el ls Hote ls KHL.N0000 M 13.70 13,704 1,456.1 19,949 9.41 1.46 524 1 ,105 1 ,321 1 ,496 1 ,077 0 .36 0.76 0.91 1.03 0.74 156 111 20 13 38.1 18.0 15.1 13.3 18.5 0.3 2.2 8.1
Taj TAJ.N0000 M 28.50 2,217 1 39.6 3,980 15.88 1.80 99 125 246 293 168 0.71 0.89 1.76 2.10 1.20 373 26 97 19 40.1 31.9 16.2 13.6 23.7 0.0 0.0 5.6
Tra ns As ia TRAN.N0000 M 77.00 5,259 200.0 15,400 26.30 2.93 660 631 987 1 ,180 814 3 .30 3.15 4.94 5.90 4.07 533 (4) 57 20 23.3 24.4 15.6 1 3.1 18.9 2.0 2.6 12.0
Sample Sector (6) 47,823 2,622.9 100,211 18.23 2.10 4,561 5,703 7,127 8,116 5,490 1.74 2.17 2.72 3.09 2.09 205 25 25 14 22.0 17.6 14.1 12.3 18.3 11.0 11.9
Full Sector (35) 153,594 1.69 29.4
Land and Property
Col ombo La nd CLND.N0000 D 33.80 3,642 1 99.9 6,756 18.22 1.86 485 10 16 -19 2.43 0.05 0.08 (0.10) 20,836 (98) 67 13.9 704.4 422.2 -349.7 0 .0 0.0 0.3
Ove rs ea s Re al ity OSEA.N0000 D 14.10 19,809 843.5 11,893 23.48 0.60 844 2,707 1,644 2,628 1.00 3.21 1.95 3.12 (37) 221 (39) 14.1 4.4 7.2 4.5 0.3 2.1 13.7
Sample Sector (2) 23,451 1,043.4 18,649 22.48 0.80 1,330 2,717 1,660 2,609 1.27 2.60 1.59 2.50 (1) 104 (39) 14.0 6.9 11.2 7.1 0.3 1.4 11.6Full Sector (18) 34,711 0.81 8.0
Manufacturing
ACL Cables ACL.N0000 M 66.00 5,230 59.9 3,953 87.32 0.76 214 244 495 3.56 4.08 8.27 5,603 15 18.5 16.2 8.0 1.0 1.5 4.7
Grain Elevators GRAN.N0000 D 52.50 2,925 60.0 3,150 48.75 1.08 475 388 426 7.91 6.46 7.10 255 (18) 6.6 8.1 7.4 0.0 0.0 13.3
Ch e vr on L ub ri can ts L LU B. N0 00 0 D Hold 224.90 4,154 120.0 26,988 34.62 6.50 1,501 2,001 2,123 2,638 2,278 12. 51 16.67 17. 69 21.98 18.98 0 33 6 24 18.0 1 3.5 12.7 10.2 11.8 11.5 5.1 48. 2
Lanka Wal lti le LWL.N0000 M 60.00 4,098 54.6 3,276 75.06 0.80 484 731 704 8.87 13.39 12.90 1 51 6.8 4.5 4.7 4.0 6.7 17.8
Pi ra ma l Gl as s GLAS.N0000 M Buy 6.30 3,267 950.1 5,986 3 .44 1.83 579 686 906 1 ,024 717 0 .61 0.72 0.95 1.08 0.75 1,047 19 32 13 10.3 8 .7 6.6 5.8 8.4 0.4 5.7 21.0
Roya l Ce ra mi c RCL.N0000 M Buy 1 00 .0 0 8 ,2 13 1 10 .8 1 1,07 9 74 .1 3 1. 35 1 ,4 41 1 ,9 58 1 ,7 78 2 ,3 06 1 ,7 52 1 3. 01 1 7. 68 1 6. 05 2 0. 81 1 5. 82 4 9 3 6 (9) 30 7.7 5.7 6.2 4.8 6.3 2.0 2.0 23.8
Te xtu re d Je rs ey TJL.N0000 M Buy 9.90 5,765 655.0 6,485 8.80 1.12 685 628 914 1,041 735 1. 05 0.96 1. 40 1.59 1.12 19 (8) 46 14 9.5 10.3 7.1 6.2 8.8 0.5 4.6 10.9
Tokyo Cement TKYO.N0000 M 25.20 6,050 303.8 7,655 19.92 1.27 856 979 561 2.82 3.22 1.85 132 14 8.9 7.8 13.6 1.3 5.2 16.2
Sample Sector (8) 39,702 2,314.1 68,570 17.16 1.73 6,234 7,616 7,668 2.69 3.29 3.31 58 22 11.0 9.0 8.9 20.6 4.3 19.2
Full Sector (36) 102,340 1.46 8.5
Motors
Co lo ni a l Mo to rs COLO.N0000 M 145.30 2,651 10.6 1,546 249.16 0.58 232 1 ,163 692 1,042 21. 78 109.26 65. 04 97.92 473 402 (40) 6.7 1.3 2.2 1.5 4.0 2.8 43.9
D ie s el & Mo to r E ng in ee ri ng D IMO .N 00 00 M 60 0. 00 7, 667 8. 9 5, 326 86 3. 74 0. 69 2 ,12 2 2 ,69 7 1 ,86 8 1 ,60 5 2 39. 03 303 .8 7 2 10. 44 180 .8 6 755 27 (31) 2.5 2.0 2.9 3.3 40.0 6.7 35.2
Uni te d Mo tors UML.N0000 M 98.40 6,550 67.3 6,619 97.37 1.01 903 2,275 1,466 2,601 13.42 33.83 21.79 38.66 522 152 (36) 7.3 2.9 4.5 2.5 3.0 3.0 34.7
Sample Sector (3) 16,868 86.8 13,491 194.36 0.80 3,256 6,135 4,026 5,248 37.52 70.70 46.39 60.47 651 88 (34) 4.1 2.2 3.4 2.6 47.0 4.4 36.4
Full Sector (6) 22,688 1.11 4.7Oil Palms
Bukit Darah BUKI.N0000 M 703.50 29,143 102.0 71,757 285.72 2.46 5 ,111 5,804 2,913 50.11 56.90 28.56 76 14 14.0 12.4 24.6 9.0 1.3 19.9
Sample Sector (1) 29,143 102.0 71,757 285.72 2.46 5,111 5,804 2,913 50.11 56.90 28.56 76 14 14.0 12.4 24.6 9 .0 1.3 19.9
Full Sector (5) 105,054 2.00 27.1
Plantations
Balangoda BALA.N0000 D 37.00 1,473 23.6 875 62.32 0.59 164 25 79 6.96 1.08 3.35 101 (85) 5.3 34.4 11.0 0.0 1.7
Horana HOPL.N0000 M 25.20 1,173 25.0 630 46.94 0.54 326 70 137 13.03 2.81 5.48 244 (78) 1.9 9.0 4.6 1.0 6.0
Kegal le KGAL.N0000 M 106.00 3,169 2 5.0 2,650 126.77 0.84 838 681 673 33.51 27.26 26.92 129 (19) 3.2 3.9 3.9 7.5 7.1 21.5
Kelani Val ley KVAL.N0000 D 85.00 2,397 34.0 2,890 70.51 1.21 321 460 573 9.43 13.54 16.84 852 44 9.0 6.3 5.0 5.0 5.9 19.2
Kotagala KOTA.N0000 M 56.00 2,620 32.0 1 ,792 81.87 0.68 668 439 556 20.87 13.71 17.37 107 (34) 2.7 4.1 3.2 2.0 3.6 16.7
Watawala WATA.N0000 M 12.70 3,379 236.7 3,006 14.28 0.89 642 413 769 2.71 1.74 3.25 49 (36) 4.7 7.3 3.9 0.4 12.2
Sample Sector (6) 14,212 376.3 11,842 37.77 0.83 2,959 2,089 2,787 7.86 5.55 7.41 136 (29) 4.0 5.7 4.2 15.9 14.7
Full Sector (18) 25,045 0.87 6.3
Power and Energy
Lanka IOC LIOC.N0000 M 20.70 11,492 532.5 11,023 21.58 0.96 877 906 2,039 1.65 1.70 3.83 307 3 12.6 12.2 5.4 0.0 7.9
Val l ibel VPEL.N0000 M 6.50 1,988 747.1 4,856 2.66 2.44 422 254 212 0.57 0.34 0.28 2 (40) 11.5 19.1 23.0 0.3 3.8 12.8
Laugfs Ga s LGL.N0000 M 26.60 5,331 387.0 10,294 13.77 1.93 853 942 967 2.20 2.43 2.50 62 11 12.1 10.9 10.6 1.5 5.6 17.7
Sample Sector (3) 18,810 1,666.6 26,174 11.29 1.39 2,151 2,102 3,217 1.29 1.26 1.93 315 (2) 12.2 12.5 8.1 11.2Full Sector (8) 33,689 1.38 9.5
Telecommunications
Di al og Axi ata DI AL.N0000 D 9.20 36,253 8,143.8 74,923 4 .45 2.07 5,047 5 ,354 6 ,521 7 ,569 6 ,511 0 .62 0.66 0.80 0.93 0.80 141 6 22 16 14.8 14.0 1 1.5 9.9 11.5 0.3 2.7 14.8
Sri La nka Tel ecom SLTL.N0000 D 43.90 54,952 1,804.9 7 9,233 30.45 1.44 3,943 4,781 5,329 4,148 2.18 2.65 2.95 2.30 402 21 11 20.1 16.6 14.9 19.1 0.9 1.9 8.7
Sample Sector (2) 91,205 9,948.6 154,156 9.17 1.69 8,990 10,135 11,850 10,659 0.90 1.02 1.19 1.07 179 13 17 17.1 15.2 13.0 14.5 11.1
Full Sector (2) 152,703 1.67 14.3
Trading
Browns BRWN.N0000 M 124.10 14,316 70.9 8,796 202.00 0.61 2,188 1,169 898 30.87 16.49 12.67 116 (47) 4.0 7.5 9.8 0.5 0.4 8.2
S in ge r S ri L an ka S IN S. N000 0 D 10 4. 60 4, 826 12 5. 2 1 3, 097 3 8. 54 2. 71 668 1,263 1,273 5.34 10.08 10.17 403 89 19.6 10.4 10.3 7.5 7.2 26.2
Sample Sector (2) 19,143 196.1 21,893 97.62 1.14 2,856 2,432 2,171 14.57 12.40 11.07 149 (15) 7.7 9.0 10.1 12.7
Full Sector (8) 27,504 1.19 14.4
Sample Market (70) 919,486 37,835.3 1,761,905 24.30 1.92 118,282 141,888 151,820 176,111 140,115 3.13 3.75 4.01 4.65 3.70 127 20 7 16 14.9 12.4 11.6 10.0 12.6 15.4
Total Market (283) 2,242,909 1.78 13.4
Book
Val.
Share
Cap.
Market
Cap.ROE
(%)
Trailing
DY (%)4Q
Trailing
4Q
Trailing
4Q
Trailing
Earnings EPS EPS Growth (%) PER
7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)
13/13
Softlogic Equity ResearchPage | 13
Softlogic Equity Research
Dimantha Mathew
[email protected]+94 11 7277030
Akeela Imthinam Rasheed
+94 11 7277032
Crishani Perera
+94 11 7277031
Imalka Hettiarachchi
+94 11 7277004
Softlogic Equity Sales
Dihan Dedigama
+94 11 7277010, +94 77 7689933
Chandima Kariyawasam
+94 11 7277058, +94 77 7885778
Shafraz Basheer
+94 11 7277054, +94 77 2333233
Sonali Abayasekera
+94 11 7277059, +94 77 7736059
Thanuja De Silva
+94 11 7277053, +94 77 3120018
Branches
HoranaMadushanka Rathnayaka
No. 101, 1/1, Aguruwathota Road, Horana
+94 34 7451000, +94 77 3566465
MataraLalith RajapakshaNo. 8A, 2
ndFloor, FN Building,
Station Road, Matara
+94 41 7451000, +94 77 3031159
NegamboKrishan Williams
No. 121, St. Joseph Street Negambo
+94 31 2224714-5, +94 77 3569827
KurunegalaBandula Lansakara
No.13, Rajapihilla Mawatha, Kurunegala
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The report has been prepared by Softlogic Stockbrokers (Pvt) Ltd. The information and opinions contained herein has been compiledor arrived at based upon information obtained from sources believed to be reliable and in good faith. Such information has not been
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