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  • 7/27/2019 Weekly 30 (1)

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    Weekly Review by Asia Wealth Management Research 26th July 2013

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    Turnover ASI closing

    (LKR mn)(ASI)

    Market Statistics

    Major Price Movements

    26-Jul 19-Jul % Chg.

    All Share Index 6,051.77 6,041.06 0.2

    S&P SL20 Index 3,427.87 3,409.16 0.5Banking & Finance 13,217.24 13,113.40 0.8

    Food & Beverage 18,706.59 18,973.70 -1.4

    Diversified 1,983.53 1,956.83 1.4Hotels & Travels 3,293.01 3,302.61 -0.3

    Telecommunication 159.66 159.66 0.0

    Manufacturing 3,089.13 3,109.81 -0.7Market Capitalisation (LKR bn) 2,328.90 2,324.80 0.2

    (USD bn) 17.69 17.67 0.1

    Turnover (LKR mn) 1,393.50 2,754.80 -49.4(USD mn) 10.59 20.94 -49.4

    Average Daily Turnover (LKR mn) 348.40 551.00 -36.8Volume (mn shares) 56.70 92.50 -38.7

    Foreign Purchases (LKR mn) 408.50 1,325.90 -66.8

    Foreign Sales(LKR mn) 144.40 465.70 -69.0

    In This Issue;

    Large caps dominate trading activity amidst low turnover

    levelsThe bourse remained relatively flat over the four trading

    days with high level of fluctuation being witnessed in the first and

    third day of the week.

    Pg 02

    Colombo Bourses Billion Rupee Club

    Table below shows the members who havequalifiedto be a part of Asia Wealth Researchs Billion RupeeClub. Pg 03

    Analysis of Various Warrants Listed on CSE Pg 04

    Commodity Prices Pg05

    Foreign interest persists whilst bourse shows volatilemovements during the week

    The week opened the floor for trading activities ona positive note; however, it failed to sustain the positive trend

    as the bench mark index ASI........ Pg07

    Company Price +/-LKR +/- %

    Chilaw Finance 15.1 2.2 17.1

    Ceylinco Insurance (NV) 425 45 11.8

    Citizens Development Business Finance (NV) 34.5 3.4 10.9

    Ceylinco Insurance 1,299.9 104.9 8.8

    Vidulanka 3.8 0.3 8.6

    Namunukula Plantations 75.7 -8.7 -10.3

    Pc Pharma 1.5 -0.2 -11.8

    Beruwela Walk Inn 75 -10 -11.8

    Pch Holdings 1.3 -0.3 -18.8

    Seylan Merchant Bank (NV) 0.3 -0.1 -25.0

    ASI Daily Closing

    Company Volume

    Dialog Axiata 9,102,382.00

    Asiri Hospital Holdings 5,455,522.00

    Textured Jersey Lanka 3,887,472.00

    Access Engineering 2,440,882.00

    Richard Pieris 2,104,501.00

    Pc House 1,572,212.00

    Chilaw Finance 1,465,296.00

    Panasian Power 1,425,599.00

    Lanka Ioc 1,327,780.00

    Expolanka Holdings 1,211,043.00

    Major Price Movements Large Trades

    Volume30

    FocusWeekly Review by Asia Wealth Management Research

    Colombo Stock Market

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    Weekly Review by Asia Wealth Management Research 26 July 2013

    2A member of Asia Capital Group

    Large caps dominate trading activity amidst low turnover levels

    The ASI gained 10.7 points WoW to close at 6,051.8 points (+0.2%), whilst the S&P SL20 Index gained 18.7 points WoW

    to close at 3,427.9 points (+0.6%). Indices benefited mainly on the back of gains made by John Keells Holdings (+3.4%

    WoW), Ceylinco Insurance (+8.8% WoW), Bukit Darah (+2.5% WoW), Dialog Axiata (+2.3% WoW) and Aitken

    Spence Hotel Holdings (+4.3% WoW).

    The bourse remained relatively flat over the four trading days with high level of fluctuation being witnessed in the first and

    third day of the week. The activities of both high net worth and retail investors remained relatively dry during the week,

    which is indicated by the average weekly turnover falling 36.8% WoW to circa LKR 348 million from LKR 551 million in

    the previous week. Furthermore, the average daily volume of shares traded plunged 23% WoW to 14.2 million shares from

    18.5 million in the previous week indicating that the weeks trading activity was largely dominated by interest in large cap

    counters.

    This is to say that the risk appetite of the investors during the week remained notably low and trading was mainlyperformed with long to medium term investment motives. The fluctuation of the LKR against major trading currencies

    would have caused the investors reserved approach to trading during the week. It is interesting to note in this regard that

    despite the significant foreign inflows recorded into treasury securities over the past two weeks the LKR still faced pressure

    to depreciate against the USD.

    Further, monetary authorities decided to keep policy rates at current levels considering the stabilization of the balance of

    payments position of the economy and the expected moderation in inflation. Further, prospects of the world economy still

    seems to be bleak especially given that the European Union is still to enter a recovery phase. Given that the Euro area

    accounts for circa 25% of the worlds incremental nominal GDP, the continued recessionary conditions in the region is

    bearing on the prospect of the rest of the key economies in the world such as the U.S. and China. In this light the Central

    Bank of Sri Lanka in its monetary policy review for July 2013 stated that the developments in the advanced economies will

    be carefully observed to adopt an appropriate monetary policy mix going forward given that weaker world economy could

    prove to be a damper in revitalizing external demand for Sri Lankas exports.

    Meanwhile, John Keels Holdings emerged as the top contributor to the turnover adding 16.3% to the total turnover during

    the week while Sampath Bank, Dialog Axiata and Asiri Hospital Holdings together contributed 17.8%. Long term

    buying interest as well as retail trading interest was witnessed on John Keels Holdings providing a lucrative sphere of

    trading.

    The week saw foreign purchases amounting to LKR 408.5 mn whilst foreign sales amounted to LKR 144.4 mn. Market

    capitalisation stood at LKR 2,328.9bn and the YTD performance is 7.2%.

    Highlights for the week

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    Weekly Review by Asia Wealth Management Research 26th July 2013

    4A member of Asia Capital Group

    The below table depicts a comparison of the warrants trading price with its intrinsic value (derived through the Black

    Scholes Call option valuation method). The 6th column to the right depicts the difference between the intrinsic value andthe traded price. Hence, the positive figures would explain the potential for the respective warrant to further appreciate.

    (Price to be constant). However, it is noted that the intrinsic value is derived based on the current value of the underlying

    stock price, its volatility, period to maturity and the risk free rate. Hence, any adverse movement of the mentioned

    assumptions would have an adverse impact on the warrant value, and any favourable movement would positively impact

    the warrant value (E.g.: if in case the asset price appreciates from the existing, it would invariably increase the value of the

    warrant.Thus, the negative value would denote that the warrant is overvalued at the current price (assuming the underlying

    stock.)

    Analysis of Warrants Listed on the CSE

    Exercise

    price

    Share Price

    (2013/07/26) Expiry DateWarrant Price

    (2013/07/26)

    Price According to

    Black Scholes model(Intrinsic value)

    Undervalued/

    (Overvalued)

    CLPL-W-0013 118.00 74.20 25-Aug-14 2.10 0.00 (2.10)

    CLPL-W-0014 142.00 74.20 25-Aug-15 2.10 0.00 (2.10)

    GREG-W-0003 36.00 14.10 24-Feb-14 1.00 0.00 (1.00)

    GREG-W-0006 39.00 14.10 24-Feb-15 1.90 0.00 (1.90)

    REEF-W-0019 40.00 18.20 15-Jun-15 2.20 0.00 (2.20)

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    Weekly Review by Asia Wealth Management Research 26th July 2013

    5A member of Asia Capital Group

    Date as at 05.07.13 12.07.13 19.07.13 26.07.13 WoW %

    change

    Brent Crude Oil (USD/barrel) 105.8 107.7 108.8 107.7 -1.0%

    METALS

    Gold (USD/ounce) 1,245.0 1,283.1 1,290.0 1,337.5 3.7%

    Copper LME (USD/ton) 6,950.0 6992.0 6,905.0 6,997.0 1.3%

    AGRI

    Date as at 03.07.13 11.07.13 17.07.13 22.07.13 WoW % change

    Tea LKR/Kg 435.38 N/A 445.17 449.47 1.0%

    Date as at 02.07.13 11.07.13 18.07.13 23.07.13 WoW %

    change

    Rubber (RSS 1) LKR /Kg 376.50 390.00 390.00 415 6.4%

    Exchange Rates (LKR) 05.07.13 12.07.13 19.07.13 26.07.13 WoW % change

    USD 130.61 130.85 131.62 131.65 0.02%

    EURO 168.44 171.15 172.69 174.79 1.2%

    STG (GBP) 196.40 198.67 200.50 202.58 1.0%YEN 1.30 1.32 1.31 1.33 1.5%

    YUAN (CNY) 21.30 21.32 21.43 21.46 0.1%

    OIL

    Crude oil prices witnessed a slight WoW dip as data out of the U.S indicated that the number of jobless claims rose to

    343,000 for the week which is above analyst expectations of 340,000 which raises the possibility of a slowdown in

    demand. Further, daily oil production in the U.S rose for the 5th

    consecutive week, negating the fears of an oil shortage

    arising from the turmoil in the Middle East. Analysts expect limited upside potential for crude oil prices in the absence of

    an escalation of tensions in the gulf region with oil futures for September delivery traded on the London based ICE ending

    the week flat at USD107.7/barrel.

    Commodity Prices

    Source: Bloomberg, AFP, Reuters, CBSL, RDDSL, Asia Siyaka

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    Weekly Review by Asia Wealth Management Research 26th July 2013

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    Gold

    Gold prices continued to trend upwards for the week as analysts fear that the mixed performance of economic indicators in

    the U.S may signal a slower than expected rebound in economic growth for 2Q2013. Gold prices also rose subsequent to

    the announcement made by several large gold producers such as Gold Corp that they would delay investments in gold

    exploration and capacity expansion in lieu of the net earnings losses recorded for the 2Q2013. However, analysts expectgrowth in the price of the yellow metal to slowdown subsequent to the policy decision taken by India; the largest importer

    of gold to restrict gold imports. Hence gold futures for December delivery traded on the Comex remained in

    backwardation settling at USD1,323.1/ounce by the end of the week.

    Copper

    Copper prices rose by 1.3% WoW despite the slowdown in Chinas manufacturing activity which reached a 11 -month low

    as indicated by the Purchasing managers index (PMI) for the month of July. The slight rebound in copper prices may be

    due to Chinas decision to cut its copper and iron ore production capacity which would tighten global supply of the red

    metal. However analysts at Goldman Sachs are sceptical of coppers future prospects and have included the red metal in

    its list of least preferred commodities for the year.

    Forex Markets

    The Dollar index which tracks the greenbacks performance against 16 developed market peers has declined for the third

    consecutive week on analyst expectations that the U.Ss economic growth for 2Q2013 may be lower than expected. The

    Japanese Yen trended upwards whilst Asian stocks recorded a WoW dip in performance as the Yens appeal as a safe

    haven asset rose. Analysts expect the Euro and the New Zealand Dollar to be amongst the worst performers for the year as

    a result of possible tapering of Federal Reserves monetary stimulus.

    Source: Bloomberg, AFP, Reuters, Eurostat

    Commodity Prices

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    Weekly Review by Asia Wealth Management Research 26th July 2013

    7A member of Asia Capital Group

    Foreign interest persists whilst bourse shows volatile movements during the week

    The week opened the floor for trading activities on a positive note; however, it failed to sustain the positive trend asthe bench mark index ASI witnessed volatility during mid week whilst it managed to gather momentum during the

    last trading day of the week. Turnover and volumes traded fluctuated within a thin band as the week witnessed onlyfew crossings. Counters such as John Keells Holdings, Aitken Spence, Sampath Bank and Asiri Hospital

    witnessed crossings during the week. Local investors participation remained relatively low, however few selectedcounters such as Textured Jersey, Dialog Axiata, Chevron Lubricants and Commercial Bankwitnessed foreigninterest throughout the week which facilitated the YTD net foreign inflow to be over LKR 16bn.

    Further, CBSLs press release regarding the countrys external sector performance for the month of May came into

    the market end of last week. According to CBSL, the inflows for the first five months of 2013 by way of tourismearnings, worker remittance, government securities and commercial banks borrowings have seen a YoY growth,whilst net foreign inflow through CSE too made commendable contribution. Meanwhile, as per the data released, the

    gross official reserves stood at USD6.6bn at the end of May despite witnessing some major out flows such as IMFsSBA principal payment, foreign debt service payment etc. However, the export earnings for the first five months

    declined 6.6% YoY, whilst the expenditures on imports fell 9.4% YoY. In addition, during the month of May,earnings from apparel which constitutes c. 40% of the total export earnings was up by 2% YoY, whilst gold importswent up by c. 44% on the back declining gold prices. Moreover, according to the Monetary board, credit growth tothe private sector increased during May 2013 in response to the recent policy rate cut which is an encouraging sign,whilst state borrowings witnessed a dip during the month. On the back of these positive trends, the Monetary board

    decided to maintain the policy rates steady.

    Even though countrys macro economic factors show some signs of improvement, local investors response towardsit remains low. As the bourse awaits the corporate earnings for 2QCY2013, we urge investors to align their portfoliostowards a mid-long term time horizon with stocks which are likely to deliver strong earnings growth rather than

    focusing on a short term investment horizon which tends to increase the risk of equity investments.

    Conclusion

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    Weekly Review by Asia Wealth Management Research 26th July 2013

    8A member of Asia Capital Group

    Tokyo Cement Manufacturing

    NLKR 26.40 XLKR 21.10

    TKYO, being the joint market leader in the cement industry, has its

    grinding facility located in Trincomalee, ideally located for therebuilding boom. TKYO, a direct beneficiary of construction sectorupturn, is in a strong position to take advantage of increasing demandin current excess capacity. TKYO completed a 10 MW bio mass power

    plant which provides them significant cost advantage together with

    additional boost to top line.

    Commercial Bank Banking & FinanceNLKR 116.10 XLKR 95.00

    Commercial Bank is the largest private sector commercial bank with anasset base of LKR512.2 bn as at Dec 2012, and operates with above 550

    ATM points, which is also the largest single network in the country.With the expected drop in interest rates in the economy consequent to thecut in policy rates and lifting of the credit ceiling that prevailed during2012, coupled with the strong capital adequacies; the bank is expected to

    continue its growth momentum. Therefore considering these factors werate COMB as a mid to longer term investment.

    Focus on InvestmentKey Buys

    90

    95

    100

    105

    110

    115

    120

    125

    130

    LKR

    COMB

    65

    70

    75

    80

    85

    90

    95

    100

    105

    LKR

    COMBX

    21

    23

    25

    27

    29

    31

    33

    35

    LKR

    TKYO

    16

    17

    18

    19

    20

    21

    22

    23

    LKR

    TKYOX

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    Weekly Review by Asia Wealth Management Research 26th July 2013

    9A member of Asia Capital Group

    40

    45

    50

    55

    60

    65

    70

    LK

    R

    CICX

    Hatton National Bank Banking & Finance

    N-LKR 154.00 X- LKR 112.00

    HNB is the second largest private commercial bank with a total assetbase of LKR459.4bn as at end 2012, and number one private bank interms of branches with a strong network of over 247. HNB which has a

    relatively larger retail deposit base is projected to enjoy higher interestspreads and would also benefit from the growth in SME lending. With,the expected drop in interest rates in the economy consequent to the cut

    policy rates and lifting the credit ceiling that prevailed during 2012,

    coupled with the strong capital adequacies; the bank is expected tocontinue its growth momentum. Therefore considering these factors werate HNB as a mid to longer term investment.

    CIC Holdings Chemicals & Pharmaceuticals

    NLKR 62.00 XLKR 43.00

    CIC is considered as the only seed to shelf agricultural company in SriLanka.The Company also has foot prints in consumer and

    pharmecuitical industries, Paints, Industrial raw material and Packaging.Acquisition of dairy farms in north & east region coupled with CICs

    plans to expand overseas will strengthens companys earnings in themedium to long term.

    Focus on Investment Contd...

    55

    60

    65

    70

    75

    80

    85

    90

    95LKR

    CIC

    120

    130

    140

    150

    160

    170

    180

    LKR

    HNB

    80

    90

    100

    110

    120

    130

    140

    LK

    R

    HNBX

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    Weekly Review by Asia Wealth Management Research 26th July 2013

    10A member of Asia Capital Group

    Peopless Leasing & Finance Banking & Finance

    NLKR 14.30

    Largest specialized leasing company in Sri Lanka is a subsidiary ofPeoples Bank- the 2nd largest commercial bank inthe country, a

    holding.Principal business activity of PLC is the provision of finance

    leasing, operating leasing, HP facilities etc...During 2012 most of thefinance companies enjoyed much demand for loans, due to credit ceiling

    imposed on LCBs. However the ceiling was lifted from the beginningof 2013, yet we believe that the prjected decline in interest rates would

    create more avenues for RFCs. PLC achieving the finance companylicenses, have opened opportunities to collect public deposits andminimise cost of funds, where the company was earlier depending onmore borrowings. Going by these, we believe PLC is a medium to long

    term healthy investment to consider.

    Sampath Bank Banking& Finance

    NLKR 202.00

    The bank expects a moderate pace on branch expansions for 2013 as ithas achieved sufficient coverage while aggressively developing and

    promoting electronic banking channels. As the pioneer in blending IT

    with banking, the company will revamp its existing products andinnovate new customer focus products. The bank is well poised to takeadvantage of the current economic developments taking place in the

    country. The credit ceiling that existed during 2012, limited the growthof LCBs, including Sampath bank. However, the removal of the ceilingfrom 2013, and the anticipated drop in interest rates coupled withSAMPs strong capital adequacies, would enable the bank to enter

    another growth phase in its performance. Therefore considering thesefactors we rate SAMP as a mid to lon er term investment.

    John Keells Holdings Diversified

    NLKR 269.00

    The sustained performance of the group during FY13 inspite of its high

    exposure to macro economic shocks is a testament to the firmscommitment towards value creation whilst maintaining a healthy

    balance sheet.Going forward, with the growth in GDP, per capitaincome and the increase in tourist arrivals we anticipate the consumer

    retail and the leisure sector to perform admirably.

    LB Finance Banking & FinanceNLKR 118.00

    LB Finance is a leading registered finance company engaged inLeasing and Hire Purchase business. Company is operating with atotal asset base of LKR 54bn as at Mar 2013, and an island wide

    branch net work of 89. With satisfactory liquidity levels and capitaladequacies, company is poised to take advantage in any growth in

    credit demand.The projected decline in interest rates in the economyand rising demand for credit is to provide many opportunities for these

    business models. Further company would stay ahead of other finance

    companies consequent to its strong fundamentals, high interestmargins, high ROE etc...Therefore we rate LFIN as a worthwhileinvestment with a time span of medium to long term.

    Focus on Investment Contd...

    9

    10

    11

    12

    13

    14

    15

    16

    17

    LKR

    PLC

    128

    148

    168

    188

    208

    228

    248

    LKR

    SAMP

    150

    170

    190

    210

    230

    250

    270

    290

    310

    LKR

    JKH

    100

    110

    120

    130

    140

    150

    160

    170

    180

    LKR

    LFIN

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    Piramal Glass Manufacturing

    NLKR 5.90

    The company is the sole glass manufacture in Sri Lanka who supplies

    glasscontainers to thefood and beverages, cosmetics, perfumery and thepharmaceutical sectors. The company at present virtually holds a

    monopolistic position in the Local market with an approximately 97%market share. Further, with their state of the art manufacturing plant inHorana, coupled with the growing demand derived from the rapid

    developments taking place within the Sri Lankan economy, thecompany is likely to deliver better returns to its shareholders.

    Aitken Spence Diversified

    NLKR 124.90

    Aitken Spence, after an illustrious tenure of over 100+ years ofoperations in Sri Lanka is today one of the most-recognized brand

    names in Sri Lanka. Led by a competent management team, the grouphas made successful investments into a number of key sectors of the

    Sri Lankan economy, including Tourism, Logistics, power generationand inward money transfer operations. The firm has consistently

    recorded a growth in operating profit from core operations and hasmaintained a high ROE resulting in value creation to shareholders.

    Access Engineering ConstructionNLKR 21.00

    Access Engineering (AEL) is a total solutions provider in theconstruction industry with activities ranging from engineering designs,geotechnical services, piling and horizontal drilling. The firm is the

    premiere choice for large & specialized construction activities such asroads & highways, ports & marine, water & waste management, whilseits clientele includes government entities such as the Road DevelopmentAuthority (RDA), Urban Development Authority (UDA) and Board of

    Investments (BOI) as well as private sector firms such as Dialog Axiata,Taisei Corporation etc.. The firm is well poised to capitalize on theconstruction boom taking place in the Island with its proven trackrecord.

    Focus on Investment Contd...

    4.5

    5

    5.5

    6

    6.5

    7

    7.5

    LKR

    GLAS

    100

    105

    110

    115

    120

    125

    130

    135

    140

    145

    LKR

    SPEN

    14

    16

    18

    20

    22

    24LKR

    AEL

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    As at 26th

    July 2013

    Dividends announcements

    Company

    DividendPer share

    (LKR)

    Final/ Interim XD Date PaymentDate

    Peoples Leasing & Finance PLC 0.50 Final 19-07-2013 30-07-2013

    Sigiriya Village Hotels PLC 2.00 First & Final 19-07-2013 30-07-2013

    Central Finance Company PLC 1.20 Final 23-07-2013 31-07-2013

    Textured Jersey Lanka PLC 0.58 Final 24-07-2013 01-08-2013

    Chevron Lubricants Lanka PLC 3.00 Second Interim 24-07-2013 02-08-2013

    Sunshine Holdings PLC 0.50 Final 25-07-2013 02-08-2013

    Richard Pieris Exports PLC 0.40 Interim 25-07-2013 02-08-2013

    Kegalle Plantations PLC 12.00 Interim 25-07-2013 02-08-2013

    Namunukula Plantations PLC 9.00 Interim 25-07-2013 02-08-2013

    Agstar Fertilizers PLC 0.10 Final (Voting &Non Voting) 26-07-2013 05-08-2013

    Colombo Investment Trust PLC 1.00 First & Final 29-07-2013 06-08-2013

    York Arcade Holdings PLC 0.40 First & Final 29-07-2013 06-08-2013

    Vallibel one PLC 0.70 Interim 30-07-2013 07-08-2013

    Vallibel Power Erathna PLC 0.20 Interim (Tax free) 30-07-2013 08-08-2013

    Ceylon Guardian Investment Trust

    PLC 2.50 First & Final 31-07-2013 08-08-2013

    Ceylon Investment PLC 1.75 First & Final 31-07-2013 08-08-2013

    Senkadagala Finance PLC 1.20 Final 31-07-2013 08-08-2013

    Kelani Cables PLC 1.50 Interim 31-07-2013 12-08-2013

    Carson Cumberbatch PLC 2.00 First & Final 01-08-2013 12-08-2013

    Ceylon Tea Services PLC 10.00 Final 01-08-2013 12-08-2013

    Vidullanka PLC 0.05 Final 01-08-2013 12-08-2013

    Central Industries PLC 3.00 Final 05-08-2013 14-08-2013

    Ceylon Leather Products PLC 1.00 First & Final 05-08-2013 14-08-2013

    Colombo Fort Investments PLC 1.00 First & Final 06-08-2013 15-08-2013

    Merchant Bank of Sri Lanka PLC 0.50 First & Final 06-08-2013 15-08-2013

    Tokyo Cement Company

    (Lanka)PLC 1.00 First & Final (Voting &Non Voting) 12-08-2013 21-08-2013

    Dankotuwa Porcelain PLC 0.40 Final 12-09-2013 20-09-2013Elpitiya Plantations PLC 0.50 First & Final 27-09-2013 07-10-2013

    Kelani Tyre 1.65 Interim 05-08-2013 15-08-2013

    Colonial Motors PLC 3.00 First & Final

    To be Notified

    Orient Finance PLC 0.20

    First & Final (The dividend is subject

    to tax)

    To be Notified

    Chilaw Finance PLC 0.50 First & Final

    To be Notified

    Stock Exchange Announcements

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    13A member of Asia Capital Group

    Rights issues

    Company Proportion / Issue Price XR date Last Date Of

    cceptance &

    ayment

    Trading of rights

    Commences on

    Pelwatte Sugar 01 for 04 @ LKR18.00

    Hotel Services (Ceylon) Plc 03 for 08 @ LKR 10.00 15-08-2013 03-09-2013 26-08-2013

    Capitalization of reserves

    Company Proportion XC Date Consideration price

    Tokyo Cement ( Voting &non voting) 1 for 10 12-08-2013 LKR 17.35

    Stock Exchange Announcements Contd...

    * Rights issue would be delayed until the outcome of the

    proposed Act with regard to acquisition of its land by the

    State is known.

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    14

    A member of Asia Capital Group

    Company YE SH

    (mn)

    M.CAP

    (Bn)

    Price Earnings(LKR Mn) EPS PE

    DPS DY ROE BVPS PBVFY10 FY11 FY12 FY13 FY14E FY10 FY11 FY12 FY13 FY14E FY10 FY11 FY12 FY13 FY14E

    FINANCIAL SERVICES

    HNB Dec 318.80 49.1 154.00 4,786.8 6,148.8 8,111.0 10,003.5 11,625.6 12.0 15.4 20.3 25.1 29.2 12.8 10.0 7.6 6.1 5.3 8.50 5.5% 16% 129.4 1.2

    HNB(NV) Dec 80.00 9.0 112.00 4,786.8 6,148.8 8,111.0 10,003.5 11,625.6 12.0 15.4 20.3 25.1 29.2 9.3 7.3 5.5 4.5 3.8 8.50 7.6% 16% 129.4 0.9

    Commercial Bank Dec 794.10 92.2 116.10 5,508.0 8,094.7 10,079.8 10,179.2 12,351.5 6.5 9.5 11.9 12.0 14.6 17.9 12.2 9.8 9.7 8.0 6.50 5.6% 19% 62.4 1.9

    Commercial Bank(NV) Dec 54.54 5.2 95.00 5,508.0 8,094.7 10,079.8 10,179.2 12,351.5 6.5 9.5 11.9 12.0 14.6 14.6 10.0 8.0 7.9 6.5 6.50 6.8% 19% 62.4 1.5

    Sampath Bank Dec 167.76 33.9 202.00 3,484.5 4,150.6 5,342.6 5,759.8 7,026.0 20.8 24.7 31.8 34.3 41.9 9.7 8.2 6.3 5.9 4.8 6.00 3.0% 20% 162.2 1.2

    NDB Bank Dec 164.69 27.7 167.90 2,102.6 2,705.5 8,853.8 3,997.5 4,973.1 12.8 16.4 53.8 24.3 30.2 13.2 10.2 3.1 6.9 5.6 15.00 8.9% 36% 151.1 1.1

    CONGLOMERATES

    John Keells Hold. Mar 857.76 230.7 269.00 5,201.5 8,245.6 9,775.0 12,201.1 12,425.0 6.1 9.6 11.4 14.2 14.5 44.4 28.0 23.6 18.9 18.6 3.50 1.3% 14% 104.7 2.6

    Aitken Spence Hold. Mar 406.00 50.7 124.90 2,059.6 2,536.0 3,709.2 3,266.8 5,089.4 5.1 6.2 9.1 8.0 12.5 24.6 20.0 13.7 15.5 10.0 1.50 1.2% 12% 69.1 1.8

    FOOD & BEVERAGE

    Distilleries Mar 300.00 57.1 190.20 2,135.7 8,124.0 5,675.4 5,519.7 8,918.3 7.1 27.1 18.9 18.4 29.7 26.7 7.0 10.1 10.3 6.4 - 0.0% 11% 164.6 1.2

    Ceylon Tobacco Dec 187.32 183.6 980.10 5,097.1 6,568.8 8,176.7 8,097.4 8,083.5 27.2 35.1 43.7 43.2 43.2 36.0 27.9 22.5 22.7 22.7 45 4.6% 239% 18.2 53.8

    TOURISM

    Asian Hotels & Properties Mar 442.78 30.4 68.60 629.8 1,774.5 2,150.6 2,494.3 2,617.7 1.4 4.0 4.9 5.6 5.9 52.7 18.7 14.1 12.2 11.6 4.00 5.8% 11% 49.0 1.4

    Aitken Spence Hotel Mar 336.29 24.2 72.00 523.8 1,034.1 1,395.3 1,782.1 1,747.0 1.6 3.1 4.1 5.3 5.2 46.2 23.4 17.4 13.6 13.9 1.00 0.0% 14% 38.4 1.9

    MANUFACTURING

    Chevron Lubricants Dec 120.00 37.9 316.00 1,501.3 2,000.6 2,257.3 2,583.5 2,678.2 12.5 16.7 18.8 21.5 22.3 25.3 19.0 16.8 14.7 14.2 11.00 3.5% 55% 34.4 9.2

    Tokyo (V) Mar 202.50 5.3 26.40 369.3 855.7 973.2 827.9 1,505.0 1.2 2.8 3.2 2.7 5.0 21.7 9.4 8.2 9.7 5.3 - 0.0% 12% 22.1 1.2

    Tokyo (NV) Mar 101.25 2.1 21.10 369.3 855.7 973.2 827.9 1,505.0 1.2 2.8 3.2 2.7 5.0 17.4 7.5 6.6 7.7 4.3 - 0.0% 12% 22.1 1.0

    Piramal Glass Mar 950.09 5.6 5.90 (61.1) 578.7 686.4 724.4 948.2 (0.1) 0.6 0.7 0.9 1.0 N/A 9.7 8.2 6.3 5.9 0.38 6.4% 20% 3.8 1.5

    CHEMICAL &

    PHARMACEUTICAL

    CIC Holdings (V) Mar 72.90 4,519.8 62.00 589.6 926.6 916.5 230.9 1,405.2 6.2 9.8 9.7 2.4 14.8 10.0 6.3 6.4 25.4 4.2 1.63 2.6% 3% 81.9 0.8

    CIC Holdings (NV) Mar 21.87 940.4 43.00 589.6 926.6 916.5 230.9 1,405.2 6.2 9.8 9.7 2.4 14.8 6.9 4.4 4.4 17.6 2.9 1.63 3.8% 3% 81.9 0.5

    .

    POWER & ENERGY

    Laugfs Gas (Voting) Mar 335.00 8.8 26.20 243.1 852.7 930.3 1,060.8 1,299.2 0.6 2.2 2.4 2.7 3.4 41.7 11.9 10.9 9.6 7.8 1.50 5.7% 16% 19.4 1.4

    Laugfs Gas (Non voting) Mar 52.00 1.1 21.90 243.1 852.7 930.3 1,060.8 1,299.2 0.6 2.2 2.4 2.7 3.4 34.9 9.9 9.1 8.0 6.5 1.50 6.8% 16% 17.5 1.3

    Companies with their financial year ending in December would carry forecasted figure for FY13.

    Valuation Guide

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    A member of Asia Capital Group

    Company Year

    End

    Price

    (LKR)

    Price Performance Shares

    Mn

    Trailing

    ROE

    BVPS Net Profits

    4 Qtrs

    trailing

    Net Profits (mn) Trailing

    EPS

    Trailing

    PE

    PBV Market Cap

    (mn)1W(%) 1M(%) 1Q(%) 1Y(%) Mar13 Dec12 Sep12 Jun12

    MARKET 0.18 (0.98) 1.66 22.62 13.22% 197,090.60 53,026.05 64,311.55 48,205.01 32,257.34 11.82 1.56 2,328,942.10

    FINANCIAL SERVICES 0.79 (0.87) (2.71) 27.30 15.73% 68,426.88 12,335.75 29,068.30 13,656.25 11,514.28 9.28 1.46

    Banking 39,343.47 7,566.77 15,680.20 7,943.94 8,152.55

    COMMERCIAL BANK [V] COMBN MainB D 116.10 (0.51) 1.40 1.13 18.95 794.10 17.87% 62.41 9,462.15 2,256.05 2,433.00 2,303.20 2,469.90 11.15 10.4 1.9 92,195.15

    COMMERCIAL BANK [NV] COMBX MainB D 95.00 (0.95) (0.95) (0.42) 22.69 54.54 17.87% 62.41 9,462.15 2,256.05 2,433.00 2,303.20 2,469.90 11.15 8.5 1.5 5,181.61

    DFCC BANK DFCCN MainB M 129.00 (0.85) (6.59) (9.86) 18.26 265.10 12.52% 106.14 3,523.25 1,226.63 795.10 819.13 682.38 13.29 9.7 1.2 34,197.60

    HNB [V] HNB N MainB D 154.00 1.32 (4.47) (5.41) 14.93 318.80 15.29% 128.19 7,814.90 1,262.19 3,168.72 1,676.38 1,707.60 19.60 7.9 1.2 49,094.53

    HNB [NV] HNB X MainB D 112.00 2.56 (5.25) (11.81) 24.44 80.00 15.29% 128.19 7,814.90 1,262.19 3,168.72 1,676.38 1,707.60 19.60 5.7 0.9 8,960.51

    NATIONS TRUST BANK NTB N MainB D 63.20 1.93 0.95 3.25 36.27 230.61 19.89% 43.85 2,011.46 501.93 455.50 566.53 487.50 8.72 7.2 1.4 14,574.38

    NDB NDB N MainB D 167.90 0.67 2.34 (1.72) 53.65 164.69 37.62% 139.21 8,624.13 506.89 6,797.20 678.77 641.28 52.36 3.2 1.2 27,651.96

    PAN ASIA BANK PABCN MainB D 18.10 (2.16) (4.74) (13.81) 10.37 295.04 18.73% 13.86 765.86 151.45 259.38 195.40 159.63 2.60 7.0 1.3 5,340.24SAMPATH BANK SAMPN MainB D 202.00 2.59 (1.27) (6.44) 32.44 167.76 17.07% 166.66 4,773.44 1,055.90 1,313.80 1,044.53 1,359.21 28.45 7.1 1.2 33,886.91

    SEYLAN BANK [V] SEYBN MainB D 65.00 1.09 (3.43) (7.44) 23.95 175.98 10.95% 57.32 2,165.54 509.51 454.56 589.19 612.27 6.28 10.4 1.1 11,438.53

    SEYLAN BANK [NV] SEYBX MainB D 35.50 - (1.93) (6.58) 34.47 168.98 10.95% 57.32 2,165.54 509.51 454.56 589.19 612.27 6.28 5.7 0.6 5,998.90

    HDFC HDFCN MainB D 38.00 - (5.00) (14.03) (26.92) 64.71 1.48% 37.54 36.00 38.43 (7.80) 0.01 5.36 0.56 68.3 1.0 2,459.00

    UNION BANK UBC N MainB D 17.90 - 2.87 (5.79) 31.62 349.25 3.34% 14.31 166.73 57.79 10.74 70.79 27.42 0.48 37.5 1.3 6,251.58

    Finance Co.s & / Merchant Banks 13.68% 16,200.61 3,363.04 3,187.29 5,095.89 2,651.62

    ASIA CAPITAL ACAPN MainB M 23.00 (1.29) (10.89) (15.19) (27.07) 110.00 na 7.21 (627.32) (240.79) (101.30) (145.25) (139.98) na na 3.2 2,530.00

    ALLIANCE FINANCE ALLIN MainB M 930.00 (0.43) 2.07 14.67 52.46 2.43 26.65% 826.66 535.34 150.45 147.63 144.21 110.77 220.31 4.2 1.1 2,259.90

    ARPICO FINANCE ARPIN MainB M 99.40 - (4.33) 8.04 17.08 4.46 15.95% 97.64 69.49 20.94 20.00 10.38 18.18 15.57 6.4 1.0 443.57

    CENTRAL FINANCE CFINN MainB M 181.50 (0.17) (0.49) 1.17 39.41 104.88 18.88% 153.59 3,041.11 703.25 756.28 796.33 785.24 29.00 6.3 1.2 19,036.32

    NATION LANKA CSF N MainB M 8.80 - (1.12) (7.37) 12.82 249.95 na 1.85 (173.82) 5.64 2.03 (81.05) (100.43) na na 4.8 2,199.57

    LOLC LOLCN MainB M 58.00 3.39 (3.82) 0.70 45.11 475.20 9.33% 42.01 1,862.55 171.58 513.84 605.22 656.84 3.92 14.8 1.4 27,561.60

    LB FINANCE LFINN MainB M 118.00 (2.98) (7.78) (7.13) 2.00 69.26 31.95% 76.94 1,702.67 466.10 442.40 429.15 432.96 24.58 4.8 1.5 8,172.34

    MERCHANT BANK MBSLN MainB D 15.80 (1.86) (4.24) (13.66) (30.40) 135.00 1.44% 21.50 41.79 (2.29) 6.92 30.48 6.67 0.31 51.0 0.7 2,133.00

    PEOPLE'S MERCHANT PMB N MainB M 13.10 0.77 (7.75) (7.09) 5.65 67.50 na 12.40 (89.27) (25.71) (27.97) 1.28 (36.87) na na 1.1 884.25

    SMB LEASING PLC [V] SEMBN MainB D 0.80 14.29 - (20.00) (20.00) 1191.77 7.87% 0.52 74.51 17.77 19.00 27.83 9.91 0.04 19.4 1.5 953.41

    SMB LEASING PLC [NV] SEMBX MainB D 0.30 (25.00) (25.00) (40.00) (25.00) 614.07 7.87% 0.52 74.51 17.77 19.00 27.83 9.91 0.04 7.3 0.6 184.22

    THE FINANCE TFC N MainB M 13.20 (5.93) (2.31) (19.11) (44.30) 57.97 na -34.41 (1,611.16) (349.08) (510.40) (357.76) (393.92) na na -0.4 765.15

    THE FINANCE[NV] TFC X MainB M 4.00 (2.44) (6.98) (27.27) (20.00) 100.00 na -34.41 (1,611.16) (349.08) (510.40) (357.76) (393.92) na na -0.1 400.00

    SOFTLOGIC FINANCE CRL N DiriSaviB M 29.00 (9.38) (7.05) 15.08 (12.12) 37.45 12.66% 32.23 152.87 64.76 32.78 55.33 4.08 7.1 0.9 1,086.16

    VALLIBEL FINANCE VFINN MainB M 31.00 - (4.47) 0.34 1.70 41.55 31.21% 22.56 292.52 91.26 72.60 66.92 61.74 7.04 4.4 1.4 1,288.07SINHAPUTRA SFL N DiriSaviB M 80.60 0.88 10.25 3.46 3.07 6.30 8.76% 128.72 71.00 13.99 15.30 31.19 11.28 7.1 0.6 507.45

    SINGER FINANCE SFINN MainB M 12.50 (0.79) (3.85) (9.42) 10.62 165.33 12.41% 11.47 235.42 57.03 63.04 61.19 59.43 1.42 8.8 1.1 2,066.67

    BIMPUTH LANKA INVESTMENTS BLI N DiriSaviB M 17.10 (8.06) (10.00) 6.88 (26.61) 26.93 8.95% 12.81 30.86 26.70 1.23 3.94 1.15 14.9 1.3 460.56

    TRADE FINANCE TFILN DiriSaviB M 14.30 2.88 - 5.93 27.68 56.80 19.33% 11.86 130.20 30.58 27.88 71.12 2.29 6.2 1.2 812.25

    Broad Market

  • 7/27/2019 Weekly 30 (1)

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    Weekly Review by Asia Wealth Research 26 July 2013

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    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    CITIZENS DEVELOP. BUS.FINANCE CDB N MainB M 42.50 1.19 (10.53) - 26.87 46.30 17.80% 55.32 534.77 143.80 169.97 148.50 97.04 9.85 4.3 0.8 1,967.72

    CITIZENS DEVELOP.BUS.FINANCE [NV] CDB X MainB M 34.50 (2.73) (16.62) (1.23) 18.89 8.01 17.80% 55.32 534.77 143.80 169.97 148.50 97.04 9.85 3.5 0.6 276.21

    SENKADAGALA FINANCE SFCLN DiriSaviB M 50.00 - - - 150.00 53.37 36.69% 29.49 577.42 184.40 156.48 178.10 136.29 10.82 4.6 1.7 2,668.40

    SWARNAMAHAL FINANCE SFS N DiriSaviB M 2.00 (5.00) (20.83) (44.12) (68.85) 500.00 9.24% 0.92 42.47 1.10 21.26 71.65 0.08 23.5 2.2 1,000.00

    CHILAW FINANCE LIMITED CFL N DiriSaviB M 15.10 18.60 15.04 53.00 5.52 33.90 9.97% 10.08 34.09 12.80 8.87 12.42 1.01 15.0 1.5 511.91

    COMMERCIAL CREDIT LIMITED COCRN DiriSaviB M 12.10 (3.97) (7.63) (6.92) (14.18) 238.07 48.74% 6.12 710.10 313.20 126.58 270.32 2.98 4.1 2.0 2,880.70

    MERCANTILE INVESTMENTS MERCN DiriSaviB M 2200.00 - - - - 3.01 11.05% 1898.30 630.79 169.90 157.79 416.78 209.84 10.5 1.2 6,613.20

    MULTI FINANCE MFL N DiriSaviB M 20.00 (1.00) (7.48) (30.77) (9.17) 22.46 na 16.65 (78.86) (54.70) (10.48) (13.68) 1.12 na 1.2 449.24

    LANKA ORIX FINANCE LOFCN DiriSaviB M 3.00 - (3.23) (11.76) (9.09) 2800.00 12.65% 1.94 686.28 171.60 62.77 543.10 0.25 12.2 1.5 8,400.00

    ABANS FINANCIAL SERVICES AFSLN DiriSaviB M 31.50 0.96 (2.76) (5.37) (17.66) 37.00 8.34% 12.01 37.03 13.70 4.46 27.55 1.00 31.5 2.6 1,165.50

    CENTRAL INV & FINPLC CIFLN MainB M 1.20 (7.69) (36.84) (55.56) (69.23) 83.43 na 4.48 (330.44) (182.64) (117.04) (31.16) 0.41 0.00 na 0.3 100.11

    ASSOCIATED MOTOR FINANCE PLC AMF N DiriSaviB M 380.00 5.56 (1.30) (1.30) 11.76 5.61 24.43% 111.35 152.54 39.80 38.95 37.07 36.73 27.20 14.0 3.4 2,131.17

    CAPITAL ALLIANCE FINANCE LIMITED CALFN DiriSaviB M 18.10 (1.63) (2.16) (0.55) (33.46) 38.77 2.47% 8.10 7.76 (2.10) 4.11 5.77 5.99 0.20 90.4 2.2 701.67NANDA INVESTMENTS AND FINANCE NIFLN DiriSaviB M 8.70 1.16 - 27.94 55.36 100.72 5.46% 5.29 29.09 8.70 9.95 12.26 0.29 30.1 1.6 876.24

    SOFTLOGIC CAPITAL LIMITED SCAPN DiriSaviB M 5.60 7.69 (5.08) (9.68) (5.08) 299.20 na 5.90 (225.76) (65.80) 12.34 (172.30) -0.93 na 0.9 1,675.52

    ENTRUST ESL N DiriSaviB M 21.90 1.86 (4.78) 15.87 8.42 33.00 18.49% 22.43 136.85 42.00 38.30 56.55 4.15 5.3 1.0 722.70

    PEOPLES LEASING PLC N MainB M 14.30 0.70 (2.72) 0.70 32.41 1579.86 15.83% 12.18 3,045.00 1,006.00 534.00 806.00 710.00 1.93 7.4 1.2 22,592.03

    ASIA ASSET FINANCE LIMITED AAF N DiriSaviB M 1.90 (4.76) (13.04) (20.00) (23.08) 559.47 9.98% 1.33 73.99 18.20 19.79 36.00 0.13 14.4 1.4 1,063.00

    ORIENT FINANCIAL SERVICE ORINN DiriSaviB M 14.50 5.84 2.84 (5.23) (15.70) 115.63 21.05% 6.92 168.48 41.00 38.85 88.62 1.46 10.0 2.1 1,676.56

    SANASA DEVELOPMENT BANK SDB N DiriSaviB D 80.00 2.56 12.36 16.45 (4.88) 25.18 9.77% 149.38 367.29 117.10 73.18 65.36 111.65 14.59 5.5 0.5 2,014.03

    COMMERCIAL LEASING & FINANCE CLC N DiriSaviB M 3.90 2.56 (2.44) (16.67) 33.33 6377.71 13.63% 1.23 1,068.23 199.80 273.73 594.70 0.17 23.3 3.2 24,873.07

    GEORGE STEUART FINANCE GSF N DiriSaviB M 598.80 - (0.03) (14.46) - 22.50 5.95% 14.87 19.89 (17.00) 10.37 15.12 0.88 677.2 40.27 13,473.00

    Insurance 5,252.78 788.20 3,629.66 394.71 490.68

    AMANA TAKAFUL INS. ATL N DiriSaviB D 1.50 6.67 - - (5.88) 1000.00 13.31% 0.99 131.50 33.20 70.86 10.36 17.08 0.13 11.8 1.5 1,500.00

    ASIAN ALLIANCE AAICN DiriSaviB D 98.90 (0.10) (4.44) 19.01 14.34 37.50 7.17% 45.24 121.60 36.20 138.81 (25.82) 2.11 46.8 2.2 3,708.75

    CEYLINCO INSURANCE [V] CINSN MainB D 1299.90 6.20 21.48 27.10 68.61 20.00 13.80% 537.64 1,960.30 326.60 1,364.04 160.50 109.16 74.21 17.5 2.4 25,998.00

    CEYLINCO INSURANCE [NV] CINSX MainB D 425.00 11.84 19.72 25.00 28.83 6.41 13.80% 537.64 1,960.30 326.60 1,364.04 160.50 109.16 74.21 5.7 0.8 2,726.15

    AIA INSURANCE LANKA CTCEN MainB D 311.40 0.03 3.42 (5.29) 13.57 30.00 18.24% 136.93 749.10 32.00 514.02 103.09 99.99 24.97 12.5 2.3 9,342.00

    HNB ASSURANCE HASUN MainB D 50.10 - (3.47) (4.57) 19.29 50.00 20.74% 35.79 371.11 50.10 211.26 54.86 54.89 7.42 6.8 1.4 2,505.00

    UNION ASSURANCE UAL N MainB D 95.30 (3.15) (4.12) (0.31) 6.12 85.71 23.77% 46.50 947.47 111.40 698.56 65.90 71.61 11.05 8.6 2.0 8,168.57

    JANASHAKTHI JINSN DiriSaviB D 13.70 0.74 1.48 14.17 38.38 363.00 30.24% 8.85 971.70 198.70 632.13 163.77 2.68 5.1 1.5 4,973.10

    Venture Capital Co.s 7,630.02 617.74 6,571.15 221.70 219.43

    NDB CAPITAL CDICN MainB D 487.50 (0.51) (1.12) 0.49 65.14 32.90 135.22% 158.25 7,041.20 337.37 6,439.40 118.53 145.90 213.99 2.3 3.1 16,041.15FIRST CAPITAL CFVFN MainB M 19.20 1.58 2.12 48.46 96.94 101.25 21.46% 18.73 406.85 220.35 79.51 73.04 33.95 4.02 4.8 1.0 1,944.00

    LANKA VENTURES LVENN MainB M 36.00 5.88 2.86 - 29.03 50.00 17.56% 20.73 181.97 60.02 52.24 30.13 39.59 3.64 9.9 1.7 1,800.00

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    Weekly Review by Asia Wealth Research 26 July 2013

    17

    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit -27% Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    BEVERAGE FOOD AND TOBACCO (1.41) (1.98) 11.77 43.93 21.38% 23,735.40 5,857.07 5,449.31 6,377.65 6,001.66 20.34 4.35

    BAIRAHA FARMS BFL N MainB M 136.60 (1.74) (3.36) (8.89) 8.16 16.00 9.35% 106.11 158.793 84.62 5.63 18.50 50.08 9.92 13.8 1.3 2,185.60

    CARGILLS CARGN MainB M 162.00 (0.92) (4.65) 5.19 14.16 224.00 7.44% 34.64 577.54 123.48 127.20 81.07 245.79 2.58 62.8 4.7 36,288.00

    CEYLON BREWERY BREWN MainB M 510.00 (8.09) 1.21 6.25 83.45 20.99 17.24% 146.27 529.15 110.55 98.37 169.09 151.14 25.21 20.2 3.5 10,703.93

    CEYLON COLD STORES CCS N MainB M 165.00 (5.71) 1.85 19.31 33.06 95.04 20.88% 96.54 1, 915.72 1,422.92 62.51 179.40 250.90 20.16 8.2 1.7 15,681.60

    CEYLON TEA SERVICES CTEAN MainB M 651.90 (0.08) (0.08) (0.08) (1.74) 20.00 18.13% 395.67 1, 435.05 319.97 231.42 456.20 427.46 71.75 9.1 1.6 13,038.00

    CEYLON TOBACCO CTC N MainB D 980.10 (1.94) (0.95) 21.48 44.13 187.32 222.73% 19.54 8,152.00 1,463.00 1,984.00 2,300.00 2,405.00 43.52 22.5 50.2 183,596.01

    RENUKA SHAW WALLACE (N) COCON MainB M 18.00 (3.23) (7.69) (15.89) (63.56) 89.77 3.34% 23.69 74.92 (83.02) 31.31 39.80 36.79 0.79 22.7 0.8 1,615.89

    RENUKA SHAW WALLACE [NV] COCOX MainB M 17.00 4.29 4.94 2.41 (50.15) 4.77 3.34% 23.69 74.92 (83.02) 31.31 39.80 36.79 0.79 21.5 0.7 81.15

    CONVENIENCE FOOD SOY N MainB M 207.80 1.37 6.56 (3.35) 28.27 2.75 25.53% 132.29 92.87 62.94 26.20 3.90 (0.17) 33.77 6.2 1.6 571.45

    DISTILLERIES DISTN MainB M 190.20 1.12 (2.31) 11.88 59.97 300.00 11.18% 164.60 5,519.70 968.45 1,472.85 1,616.60 1,461.80 18.40 10.3 1.2 57,060.00

    HARISCHANDRA MILLS HARIN MainB M 2189.90 9.44 9.50 (8.70) (6.89) 0.96 10.78% 992.94 102.75 31.27 29.66 22.33 19.49 107.05 20.5 2.2 2,101.87

    KEELLS FOOD PRODUCTS KFP N MainB M 64.50 (6.25) (7.86) (6.52) (22.10) 25.50 5.35% 62.65 85.55 27.48 37.87 4.97 15.23 3.35 19.2 1.0 1,644.75KOTMALE HOLDINGS LAMBN MainB M 46.50 2.42 (3.73) 32.86 55.00 31.40 15.68% 23.80 117.19 38.58 35.16 16.12 27.34 3.73 12.5 2.0 1,460.10

    LION BREWERY LIONN MainB M 380.00 (1.30) (8.43) 2.70 82.52 80.00 17.70% 73.88 1,045.91 232.28 185.68 314.53 313.42 13.07 29.1 5.1 30,400.00

    LANKA MILK FOODS LMF N MainB M 118.00 (1.50) (1.17) 6.31 27.02 40.00 4.55% 218.34 397.47 82.56 188.58 78.55 43.98 9.94 11.9 0.5 4,719.76

    NESTLE LANKA NESTN MainB D 1,915.00 (0.79) (1.43) 6.23 59.39 53.73 112.20% 57.17 3,446.13 914.02 949.80 798.13 784.17 64.14 29.9 33.5 102,884.26

    THREE ACRE FARMS TAFLN MainB D 37.40 (0.27) (2.60) (13.43) (31.25) 23.55 na 32.82 (263.03) 21.75 (33.67) 3.57 (254.68) na na 1.1 880.58

    RENUKA AGRI RAL N DiriSaviB M 4.00 2.56 (4.76) (4.76) (6.98) 561.75 10.09% 3.32 188.04 (11.70) 6.06 198.72 0.33 11.9 1.2 2,247.00

    TEA SMALLHOLDERS TSMLN MainB M 43.20 (13.08) (16.60) (12.55) 3.35 30.00 10.63% 26.86 85.66 29.62 1.50 30.62 23.92 2.86 15.1 1.6 1,296.00

    RAIGAM WAYAMBA SALTERNS LTD RWSLN DiriSaviB M 2.20 (4.35) (4.35) (12.00) (12.00) 282.21 4.56% 2.72 35.06 7.42 5.70 20.02 0.12 17.7 0.8 620.86

    HVA FOODS HVA N DiriSaviB M 11.00 (2.65) (6.78) (16.03) (16.03) 66.43 7.63% 7.68 38.94 10.87 3.49 25.54 0.59 18.8 1.4 730.72

    CHEMICALS & PHARMACEUTICALS (3.26) (4.53) 3.35 2.48 6.78% 1,554.73 328.15 702.71 378.49 127.64 12.84 0.87

    CHEMANEX CHMXN MainB M 73.60 (4.17) (10.13) (3.16) 1.52 15.75 na 79.51 (34.43) (25.63) (12.51) 9.86 (6.14) na na 0.9 1,159.20

    CHEMICAL INDUSTRIES [V] CIC N MainB M 62.00 (0.48) (6.06) 3.33 (18.42) 72.90 2.98% 81.88 230.93 55.28 152.10 48.63 (17.32) 2.44 25.4 0.8 4,519.80

    CHEMICAL INDUSTRIES [NV] CIC X MainB M 43.00 (0.69) (9.47) (6.52) (24.56) 21.87 2.98% 81.88 230.93 55.28 152.10 48.63 (17.32) 2.44 17.6 0.5 940.41

    HAYCARB HAYCN MainB M 199.20 (2.83) 4.79 9.45 34.50 29.71 21.19% 148.67 935.99 305.87 196.73 243.24 179.15 31.50 6.3 1.3 5,918.71

    INDUSTRIAL ASPHALTS ASPHN MainB M 219.00 1.86 (4.78) (12.08) (32.62) 0.67 2.61% 134.79 2.35 0.82 0.52 0.47 0.55 3.52 62.2 1.6 145.98

    J.L. MORISON [V] MORIN MainB M 340.00 (5.03) (3.13) 88.89 85.29 5.81 7.99% 266.04 160.45 52.52 46.24 36.52 25.17 21.25 16.0 1.3 1,974.82

    J.L. MORISON [NV] MORIX MainB M 210.00 (0.66) 0.10 83.41 80.88 1.74 7.99% 266.04 160.45 52.52 46.24 36.52 25.17 21.25 9.9 0.8 365.92

    LANKEM CEYLON LCEYN MainB M 140.50 (6.27) (6.89) (8.35) 10.20 24.00 6.65% 185.81 296.70 72.81 307.20 (11.17) (72.66) 12.36 11.4 0.8 3,372.00

    SINGALANKA SINGN MainB M 63.00 2.61 (3.96) (14.86) 18.64 5.54 na 53.51 (13.87) (15.44) (6.25) 11.03 (3.21) na na 1.2 349.07

    MULLERS MULLN MainB M 1.40 - (6.67) (12.50) (17.65) 283.00 15.62% 0.60 26.55 0.26 4.12 13.43 8.74 0.09 14.9 2.3 396.20UNION CHEMICALS UCARN MainB D 451.00 (6.43) (17.97) (6.04) (9.80) 1.50 14.97% 199.08 44.70 9.40 11.27 5.94 13.37 29.80 15.1 2.3 676.50

    PC PHARMA PCP N DiriSaviB 1.50 (11.76) (59.46) (75.00) (88.00) 101.00 na 1.59 (94.64) (127.74) 3.29 20.54 na na 0.9 151.50

    CONSTRUCTIONS 1.31 1.17 4.14 19.05 16.41% 4,464.51 1,046.29 1,357.34 1,218.16 420.13 9.04 1.48

    COLOMBO DOCKYARD DOCKN MainB D 218.00 (0.91) (1.36) 0.41 14.74 71.86 19.50% 141.55 1,983.37 336.04 434.21 343.17 450.98 27.60 7.9 1.5 15,665.25

    LANKEM DEVELOPMENTS LDEVN MainB M 5.70 (3.33) (9.38) (14.71) (14.71) 60.00 na 11.43 (176.67) (204.33) 36.45 (26.82) 18.04 na na 0.5 342.00

    MTD WALKERS KAPIN MainB M 29.50 (0.67) (5.14) 13.46 13.90 114.36 7.11% 33.89 275.59 183.20 51.74 89.54 (48.89) 2.41 12.2 0.9 3,373.54

    ACCESS ENGINEERING LIMITED AEL N MainB M 21.00 3.45 4.48 6.06 24.26 1000.00 19.10% 12.47 2,382.23 731.38 834.95 812.27 2.38 8.8 1.7 21,000.00

  • 7/27/2019 Weekly 30 (1)

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    Weekly Review by Asia Wealth Research 26 July 2013

    18

    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    DIVERSIFIED 1.36 1.40 2.59 20.03 11.22% 33,100.83 11,696.96 9,928.45 7,131.66 4,201.60 15.68 1.76

    AITKEN SPENCE SPENN MainB M 124.90 0.16 (3.92) 2.38 13.55 406.00 11.65% 69.10 3,266.84 1,193.17 701.69 731.41 640.57 8.05 15.5 1.8 50,708.91

    CARSON CUMBERBATCH CARSN MainB M 419.90 (1.20) (3.52) (5.75) (6.69) 196.39 11.57% 176.65 4,013.75 2,408.60 823.25 874.90 (93.01) 20.44 20.5 2.4 82,462.87

    CEYLON THEATRES CTHRN MainB M 145.00 3.50 0.63 11.29 7.25 183.10 8.70% 72.20 1,149.70 388.39 418.12 147.06 196.16 6.28 23.1 2.0 26,549.10

    COLOMBO FORT LAND CFLBN MainB M 32.60 (1.21) (2.10) (11.41) 26.36 180.00 9.69% 36.47 635.91 78.68 369.10 7.14 180.99 3.53 9.2 0.9 5,868.00

    FINLAYS COLOMBO JFINN MainB D 309.90 12.57 13.52 0.32 23.17 35.00 6.62% 158.05 365.93 85.12 108.80 82.13 89.88 10.46 29.6 2.0 10,846.50

    HAYLEYS HAYLN MainB M 302.00 - (1.40) 1.31 0.67 75.00 8.26% 299.45 1,855.02 490.84 772.62 372.48 219.08 24.73 12.2 1.0 22,650.00

    HEMAS HOLDINGS HHL N MainB M 33.30 (0.60) (3.48) 15.63 47.35 515.29 13.64% 23.59 1,657.66 590.54 345.01 387.78 334.33 3.22 10.4 1.4 17,159.18

    JOHN KEELLS HOLDINGS JKH N MainB M 269.00 3.08 6.65 7.20 44.71 857.76 13.57% 104.78 12,201.08 5,232.99 2,897.64 2,411.73 1,658.72 14.22 18.9 2.6 230,736.92

    DUNAMIS CAPITAL CSECN MainB M 12.60 (6.67) (10.64) 9.57 43.18 123.00 12.57% 10.37 160.43 132.00 17.66 20.37 (9.59) 1.30 9.7 1.2 1,549.76

    RICHARD PIERIS RICHN MainB M 7.00 (1.41) 1.45 1.45 1.45 1958.09 23.94% 4.06 1,902.72 330.59 557.07 569.53 445.54 0.97 7.2 1.7 13,706.61

    SUNSHINE HOLDINGS SUN N MainB M 33.20 (0.90) (3.77) 14.48 32.80 133.83 16.85% 28.04 632.13 145.24 204.44 98.31 184.14 4.72 7.0 1.2 4,443.04

    SOFTLOGIC HOLDINGS SHL N MainB M 9.30 - (6.06) (14.68) (5.10) 779.00 3.75% 10.32 301.17 11.98 84.62 133.57 71.01 0.39 24.1 0.9 7,244.70EXPOLANKA HOLDINGS EXPON MainB M 6.60 (1.52) (5.80) (5.80) 8.33 1954.92 11.68% 4.65 1,060.66 277.51 200.09 299.27 283.79 0.54 12.2 1.4 12,902.44

    FREE LANKA CAPITAL HOLDINGS FLCHN DiriSaviB M 2.60 (7.41) (3.85) (10.71) 19.05 1368.00 8.85% 4.72 571.16 224.70 167.61 203.23 0.42 6.2 0.6 3,556.80

    VALLIBEL ONE LIMITED VONEN DiriSaviB M 18.10 - (0.55) 2.86 25.87 1086.56 4.52% 28.58 1,403.46 242.33 364.60 796.53 1.29 14.0 0.6 19,666.72

    BROWNS INVESTMENTS PLC BIL N DiriSaviB M 2.80 (3.45) (6.67) (20.00) (3.45) 1860.00 na 5.70 (98.53) (53.62) (227.31) 21.70 na na 0.5 5,208.00

    PCH HOLDINGS LIMITED PCHHN DiriSaviB M 1.30 (13.33) (58.06) (72.92) (89.92) 252.00 na 5.53 (236.63) (142.00) (47.72) (52.17) na na 0.2 327.60

    TAPROBANE HOLDINGS TAP N DiriSaviB M 4.90 4.26 - 2.08 32.43 732.95 77.27% 3.99 2,258.36 59.90 2,171.17 26.68 3.08 1.6 1.2 3,591.45

    FOOTWEAR AND TEXTILES 0.15 0.48 (4.68) 2.77 -3.29% (329.77) (249.94) 22.88 (29.84) (60.71) na 1.06

    CEYLON LEATHER CLPLN MainB M 74.20 (3.01) 0.13 (14.81) (6.90) 34.23 2.92% 88.43 88.37 9.20 35.19 16.60 27.38 2.58 28.7 0.8 2,540.15

    HAYLEYS - MGT MGT N MainB M 9.60 (4.00) (1.03) (4.95) 18.52 152.34 na 10.17 (499.69) (262.93) (110.00) (85.11) (41.65) na na 0.9 1,462.50

    KURUWITA TEXTILES KURUN MainB M 23.00 3.49 6.28 9.22 (5.95) 25.00 na 35.51 (75.77) 20.18 15.96 (65.46) (46.45) na na 0.6 575.00

    ODEL ODELN DiriSaviB M 22.10 2.30 0.45 (0.89) (1.77) 272.13 3.45% 16.76 157.32 (16.39) 81.73 104.14 0.58 38.2 1.3 6,014.06

    HOTELS AND TRAVELS (0.29) (3.58) (5.26) (0.66) 7.91% 8,665.62 3,864.31 2,346.98 1,964.18 551.82 16.90 1.34

    City Hotels 3,818.96 1,286.21 1,111.11 1,149.27 268.53

    ASIAN HOTEL & PROPERTIES AHPLN MainB M 68.60 (2.14) (0.58) (2.00) (13.29) 442.78 11.50% 49.00 2,494.30 896.80 622.66 565.37 406.75 5.63 12.2 1.4 30,374.39

    GALADARI GHLLN MainB D 12.40 (2.44) (5.51) (11.11) (11.76) 500.83 19.27% 2.28 220.41 -5.26 209.00 339.77 (323.10) 0.44 28.2 5.4 6,210.29

    HOTEL DEVELOPERS HDEVN DefaultB M 94.80 - - - - 45.23 na na na na na na na na 4,287.44

    KINGSBURY SERVN MainB M 11.30 1.83 (6.72) (31.90) (22.92) 176.00 na 5.57 (448.71) -106.80 (138.90) (106.40) (96.74) na na 2.0 1,988.80

    RENUKA CITY HOTEL RENUN MainB M 275.00 0.81 1.56 14.30 36.83 7.00 11.67% 325.61 266.08 33.10 82.10 46.60 104.28 38.01 7.2 0.8 1,925.00

    TAJ LANKA TAJ N MainB M 27.40 (2.14) (6.80) (2.14) 7.03 139.64 9.49% 16.69 221.16 25.97 87.46 87.53 23.20 1.58 17.3 1.6 3,826.07TRANS ASIA TRANN MainB M 78.70 (1.13) (2.84) (5.64) 12.59 200.00 17.61% 30.27 1,065.72 442.40 248.79 216.40 154.14 5.33 14.8 2.6 15,740.00

  • 7/27/2019 Weekly 30 (1)

    19/25

    Weekly Review by Asia Wealth Research 26 July 2013

    19

    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    Resort Hotels 4,846.66 2,578.10 1,235.87 814.92 283.29

    AIT. SPENCE HOTEL HOLD. AHUNN MainB M 72.00 4.35 (2.70) (2.70) 9.09 336.29 13.79% 38.44 1,782.02 946.20 436.71 227.60 171.51 5.30 13.6 1.9 24,212.88

    AMAYA LEISURE CONNN MainB M 80.90 - 1.13 1.00 17.25 48.03 15.13% 51.47 374.07 127.40 82.38 110.82 53.47 7.79 10.4 1.6 3,885.97

    BROWNS BEACH HOTELS BBH N MainB M 18.00 (2.70) (5.26) (10.00) 36.36 129.60 5.39% 26.86 187.74 41.20 50.87 50.60 45.04 1.45 12.4 0.7 2,332.80

    CEYLON HOTELS CORP. CHOTN MainB M 17.40 (2.79) (4.40) (5.43) (5.43) 171.83 na 33.67 (123.90) -79.30 (16.33) 9.60 (25.93) na na 0.5 2,989.76

    PALM GARDEN HOTEL PALMN MainB M 82.80 1.85 (5.37) (8.00) (45.88) 10.82 na 118.00 (368.23) -130.00 (89.87) (22.15) (121.80) na na 0.7 895.63

    BERUWALA WALK INN BINNN MainB D 75.00 (10.71) 1.14 (5.47) 28.91 0.90 na na (23.98) -4.20 1.60 (4.79) (16.59) na na na 67.50

    EDEN HOTELS EDENN MainB M 34.00 - (5.56) (4.23) 13.33 52.80 8.97% 44.72 211.85 97.40 73.56 26.23 15.11 4.01 8.5 0.8 1,795.20

    HOTEL SIGIRIYA HSIGN MainB M 75.50 (5.03) (3.45) (4.67) 0.67 5.86 28.41% 40.55 67.51 26.50 16.74 16.50 7.77 11.52 6.6 1.9 442.35

    HUNAS FALLS HUNAN MainB M 49.50 (6.60) (3.32) (4.26) (20.16) 5.63 6.82% 56.57 21.70 21.70 4.38 11.17 7.70 3.86 12.8 0.9 278.44

    KANDY HOTELS KHC N MainB M 8.10 (2.41) (11.96) (14.74) 37.29 577.50 2.83% 10.14 165.80 42.30 40.58 50.60 26.87 0.29 28.2 0.8 4,677.75

    JOHN KEELLS HOTELS KHL N MainB M 13.20 - (1.49) (0.75) 3.94 1456.15 6.88% 11.19 1,121.02 741.80 222.37 116.49 40.36 0.77 17.1 1.2 19,221.14

    LIGHT HOUSE HOTEL LHLN DiriSaviB M 42.70 0.23 (7.17) (7.38) (5.11) 46.00 4.67% 52.25 112.16 57.10 28.67 12.10 14.29 2.44 17.5 0.8 1,964.20MIRAMAR MIRAN DefaultB M 58.10 0.17 (11.16) (34.35) (35.44) 2.75 na na na na na na na na 159.78

    MAHAWELI REACH MRH N MainB M 18.50 (2.63) (2.12) (9.76) (7.04) 47.07 6.19% 19.97 58.20 24.20 13.46 19.53 1.01 1.24 15.0 0.9 870.73

    NUWARA ELIYA NEH N MainB M 1300.00 - (0.15) (3.70) 15.04 2.00 10.99% 1232.12 271.38 78.90 48.20 107.56 36.72 135.43 9.6 1.1 2,605.03

    PEGASUS PEG N MainB M 36.50 0.83 (5.19) (8.75) 7.67 30.39 10.58% 44.18 142.00 47.60 48.08 17.60 21.23 4.67 7.8 0.8 1,109.29

    CITRUS LEISURE REEFN MainB M 18.20 (4.21) (13.33) (27.78) (32.59) 96.48 na 29.43 (6.20) 35.80 12.41 4.60 (22.02) na na 0.6 1,755.88

    ROYAL PALMS RPBHN MainB M 32.00 - (3.90) (15.12) (34.69) 50.00 6.54% 33.74 110.30 57.30 37.27 16.97 (1.24) 2.21 14.5 0.9 1,600.00

    SIGIRIYA VILLAGE SIGVN MainB M 65.00 3.06 (5.04) (13.51) (1.54) 9.00 9.31% 73.18 61.33 36.70 13.74 12.15 (1.26) 6.81 9.5 0.9 585.00

    DOLPHIN HOTELS STAFN MainB M 37.70 5.90 1.89 3.86 34.16 31.62 19.64% 32.61 202.50 93.10 52.80 30.00 26.49 6.40 5.9 1.2 1,192.13

    TANGERINE TANGN MainB M 60.00 2.04 (7.69) (14.29) (14.89) 20.00 3.96% 122.42 97.04 23.40 46.66 17.68 9.34 4.85 12.4 0.5 1,200.00

    SERENDIB HOTELS [V] SHOTN MainB M 25.90 (0.38) (2.63) 7.47 13.60 75.51 15.15% 16.22 274.10 169.80 68.03 40.75 (4.78) 2.46 10.5 1.6 1,955.83

    SERENDIB HOTELS [NV] SHOTX MainB M 16.50 5.77 (1.79) (8.33) 14.58 36.01 15.15% 16.22 274.10 169.80 68.03 40.75 (4.78) 2.46 6.7 1.0 594.18

    MARAWILA RESORTS MARAN DiriSaviB M 6.70 (1.49) (5.71) 1.54 (2.94) 122.50 2.54% 7.29 22.70 28.70 (0.70) (5.30) 0.19 36.2 0.9 820.75

    FORTRESS RESORTS RHTLN DiriSaviB M 14.30 (6.67) (10.26) (15.15) (4.11) 110.89 14.77% 9.62 157.50 66.40 57.36 35.35 1.42 10.1 1.5 1,585.68

    KALPITIYA BEACH RESORT CITKN DiriSaviB M 6.70 - (5.63) (11.84) 15.52 161.20 na 9.91 (118.48) -27.20 (41.77) (49.51) na na 0.7 1,080.04

    WASKADUWA BEACH RESORT CITWN DiriSaviB M 6.70 1.52 (1.47) - (11.84) 155.60 0.15% 10.38 2.38 -7.50 (2.26) 12.14 0.02 438.2 0.6 1,042.52

    BERUWALA RESORTS BERUN DiriSaviB M 2.00 - (9.09) (16.67) (33.33) 600.00 na 0.98 (7.35) 24.00 10.60 (41.72) na na 2.0 1,200.00

    HIKKADUWA BEACH RESORT CITHN DiriSaviB M 22.50 0.45 (11.76) 10.84 - 57.57 5.97% 14.98 51.50 38.80 20.33 (7.66) 0.89 25.2 1.5 1,295.41

    INVESTMENT TRUST 0.76 (2.17) (1.62) 14.60 10.41% 3,297.04 1,994.81 524.63 539.00 (156.22) 9.28 0.97

    ASCOT HOLDINGS ASCON MainB M 133.70 11.42 (0.96) (19.94) (29.26) 7.99 2.36% 69.90 13.19 (2.89) (5.70) 22.47 31.09 1.65 80.9 1.9 1,067.66

    CEYLON GUARDIAN GUARN MainB M 189.00 3.85 0.91 4.77 21.94 82.10 13.62% 179.14 2,002.40 1316.50 200.10 324.44 (77.01) 24.39 7.7 1.1 15,516.28CEYLON INVESTMENT CINVN MainB M 87.30 (1.58) (6.94) 6.87 28.28 98.51 14.41% 88.68 1,258.76 763.20 196.14 148.66 (53.46) 12.78 6.8 1.0 8,600.35

    COLOMBO FORT INV. CFIN MainB M 105.00 2.94 (2.78) (10.26) 5.63 6.50 na 196.52 (34.86) -39.90 2.29 10.50 2.48 na na 0.5 682.50

    COLOMBO INV. TRUST CIT N MainB M 124.80 (15.16) (2.06) (5.87) 13.06 6.50 na 211.86 (113.10) -56.30 0.71 12.18 3.30 na na 0.6 811.20

    LEE HEDGES SHAWN MainB M 243.00 (0.86) 0.17 2.51 19.26 5.12 na 438.49 (100.56) 47.90 (72.90) (38.57) (36.99) na na 0.6 1,244.29

    RENUKA HOLDINGS [V] RHL N MainB M 35.00 (1.97) 2.35 (4.66) 12.62 44.52 13.25% 45.17 305.00 -36.30 263.06 47.90 30.34 5.99 5.8 0.8 1,558.11

    RENUKA HOLDINGS [NV] RHL X MainB M 24.50 2.08 (2.00) 1.66 - 6.43 13.25% 45.17 305.00 -36.30 263.06 47.90 30.34 5.99 4.1 0.5 157.50

    GUARDIAN CAPITAL WAPON DiriSaviB M 36.70 2.23 (6.38) (15.83) (26.01) 25.83 na 18.70 (33.79) 2.60 (59.08) 11.42 (55.97) na na 2.0 948.10

  • 7/27/2019 Weekly 30 (1)

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    Weekly Review by Asia Wealth Research 26 July 2013

    20

    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    LAND AND PROPERTY 1.02 (4.44) 5.55 28.67 9.24% 4,289.31 815.31 2,532.48 685.54 271.68 9.88 0.91

    C T LAND CTLDN MainB M 28.10 (4.08) (8.14) 10.59 11.02 48.75 10.32% 52.61 264.76 190.85 34.76 38.52 39.19 5.43 5.2 0.5 1,369.88

    CARGO BOAT CABON MainB M 122.50 7.11 11.20 44.16 57.14 10.20 11.75% 79.02 94.74 18.11 25.04 27.20 24.39 9.29 13.2 1.6 1,249.50

    CEYLINCO HOUSING CHOUN MainB M 12.40 (4.62) (6.77) (10.79) 3.33 13.38 15.49% 10.62 22.01 (41.42) 5.90 31.77 25.67 1.65 7.5 1.2 165.91

    CEYLINCO SEYLAN CSD N MainB M 9.80 (1.00) (8.33) 5.32 45.59 147.96 1.00% 28.62 42.53 22.88 (30.39) 26.80 23.25 0.29 34.1 0.3 1,450.06

    COLOMBO LAND CLNDN MainB D 44.50 2.06 (8.81) (11.71) 36.09 199.88 1.30% 18.57 48.44 (3.31) 65.45 (5.10) (8.60) 0.24 183.6 2.4 8,894.70

    COMMERCIAL DEVELOP. COMDN MainB D 66.80 (0.30) (5.52) (1.76) 18.23 12.00 20.12% 101.90 246.00 25.07 199.09 17.89 3.94 20.50 3.3 0.7 801.60

    EAST WEST EASTN MainB M 13.80 (2.13) (10.97) (4.83) 0.73 138.24 na 9.41 (35.92) (20.74) (7.30) 18.58 (6.15) na na 1.5 1,907.71

    EQUITY ONE EQITN MainB M 29.90 - (5.08) (11.80) 15.00 40.32 8.38% 41.93 141.66 121.32 7.25 6.91 6.63 3.51 8.5 0.7 1,205.62

    EQUITY TWO ETWON MainB M 27.00 1.50 1.89 4.25 35.68 31.00 7.48% 19.21 44.55 44.86 (0.39) (0.09) 0.17 1.44 18.8 1.4 837.00

    HUEJAY HUEJN MainB M 62.00 (12.55) (16.10) (13.89) (11.05) 1.80 na na (4.29) (1.32) (1.12) 1.00 (1.20) na na na 111.60

    KELSEY DEVELOPMENTS KDL N MainB M 25.00 - 15.21 53.37 100.00 17.43 na 3.26 (55.08) (9.86) (18.94) (9.95) (20.32) na na 7.7 435.73

    ON'ALLY HOLDINGS ONALN MainB M 51.70 10.23 (2.82) (1.52) 0.78 17.50 5.72% 66.10 66.21 12.93 17.58 17.48 18.23 3.78 13.7 0.8 904.79OVERSEAS REALTY OSEAN MainB D 18.50 - (2.63) 22.52 43.41 843.48 13.17% 26.60 2,954.53 475.67 2,111.02 273.58 94.27 3.50 5.3 0.7 15,604.46

    PROPERTY DEVELOPMENT PDL N MainB D 55.00 7.84 (2.31) 14.58 23.87 66.00 12.10% 43.81 349.77 93.03 102.08 87.96 66.70 5.30 10.4 1.3 3,630.00

    SERENDIB LAND SLNDN MainB M 1500.00 (4.46) 3.43 (15.65) (24.05) 0.36 4.21% 656.12 9.95 2.36 2.59 2.79 2.21 27.64 54.3 2.3 540.00

    YORK ARCADE YORKN MainB M 14.50 (1.36) (6.45) (14.71) (9.94) 12.00 0.83% 13.42 1.34 6.54 3.44 2.65 3.31 0.11 129.8 1.1 174.00

    SERANDIB ENGINEERING GROUP IDL N DiriSaviB M 180.00 - 0.56 (0.55) 12.57 6.48 0.16 23.92 24.78 12.23 2.27 22.26 3.83 47.05 7.5 1165.80

    TOUCHWOOD TWODN DiriSaviB M 4.20 (8.89) (16.33) (41.43) (69.40) 106.91 0.02 28.91 73.33 (133.89) 14.15 125.30 0.69 6.12 0.1 449.00

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    Weekly Review by Asia Wealth Research 26 July 2013

    21

    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    MANUFACTURING (0.66) 0.15 10.44 29.45 16.19% 11,898.73 3,863.97 3,075.40 2,805.89 2,253.83 9.96 1.61

    ABANS ABANN MainB M 123.00 (4.13) (8.89) 36.67 28.39 4.26 25.70% 135.45 148.22 42.66 46.61 50.92 8.04 34.80 3.5 0.9 523.83

    ACL CABLES ACL N MainB M 69.70 (0.29) 2.50 1.01 34.30 59.89 9.30% 95.47 532.03 99.28 243.88 81.21 118.11 8.88 7.8 0.7 4,174.59

    ACL PLASTICS APLAN MainB M 99.00 9.39 6.45 11.24 17.44 4.21 6.58% 144.36 40.01 7.60 9.76 1.28 26.77 9.50 10.4 0.7 417.04

    ACME ACMEN MainB M 10.80 (2.78) (9.48) (22.79) (28.08) 25.61 na 19.61 (41.26) (7.89) 5.40 (25.48) (13.30) na na 0.6 276.62

    ALUFAB ALUFN DefaltB M 15.50 - (11.43) (17.55) (42.80) 12.06 na 21.36 na 3.06 na na 0.7 186.90

    BLUE DIAMONDS [V] BLUEN MainB M 2.60 (7.14) (10.34) (36.59) (39.53) 103.30 na 1.17 (26.31) (6.84) (10.30) 0.24 (21.41) na na 2.2 268.58

    BLUE DIAMONDS [NV] BLUEX MainB M 1.10 (8.33) (15.38) (31.25) (35.29) 153.37 na 1.17 (26.31) (6.84) (10.30) 0.24 (21.41) na na 0.9 168.71

    BOGALA GRAPHITE BOGAN MainB D 25.40 (3.10) (4.21) 7.30 25.63 47.32 28.08% 3.93 52.23 15.60 (8.25) 16.88 27.99 1.10 23.0 6.5 1,201.84

    CENTRAL INDUSTRIES CINDN MainB M 68.00 (0.29) (4.90) (2.16) 5.75 9.88 10.23% 95.41 96.46 25.87 18.39 30.98 21.22 9.76 7.0 0.7 672.13

    GRAIN ELEVATORS GRANN MainB D 40.20 (2.90) (10.47) (14.65) (18.46) 60.00 5.56% 44.74 149.25 17.52 (229.44) (34.78) 395.95 2.49 16.2 0.9 2,412.00

    CHEVRON LUBRICANTS LLUBN MainB D 316.00 0.25 6.82 26.73 79.66 120.00 52.84% 37.80 2,396.43 769.86 571.41 521.99 533.17 19.97 15.8 8.4 37,920.00

    DANKOTUWA DPL N MainB D 13.90 (2.13) (4.17) (16.36) 9.52 72.25 5.66% 10.43 42.63 0.62 (12.87) 31.20 23.67 0.59 23.6 1.3 1,004.22DIPPED PRODUCTS DIPDN MainB M 117.50 (5.24) (6.00) 2.17 33.22 59.86 20.72% 114.34 1,417.89 379.48 407.70 345.02 285.68 23.69 5.0 1.0 7,033.73

    HAYLEYS FIBRE HEXPN MainB M 28.50 1.06 1.79 2.15 12.20 8.00 6.11% 53.55 26.17 7.30 3.85 6.92 7.21 3.27 8.7 0.5 228.00

    KELANI CABLES KCABN MainB M 77.00 (2.50) (2.63) 19.48 2.91 21.80 9.39% 99.44 203.53 60.12 25.38 57.21 60.82 9.34 8.2 0.8 1,678.60

    KELANI TYRES TYREN MainB M 44.50 (0.89) (3.48) 17.15 64.44 80.40 25.21% 21.82 442.27 114.58 116.40 130.24 81.06 5.50 8.1 2.0 3,577.80

    LANKA ALUMINIUM LALUN MainB M 28.50 3.26 (6.86) (5.00) (5.00) 13.70 na 40.76 (9.96) (11.87) (4.99) (6.86) 13.76 na na 0.7 390.53

    LANKA CEMENT LCEMN MainB D 8.00 (3.61) (11.11) (8.05) (6.98) 173.51 na na (17.80) (4.15) (4.22) (4.50) na na na 1,388.09

    LANKA CERAMIC CERAN MainB M 112.50 (6.25) (6.25) 56.47 73.34 30.00 10.93% 91.91 301.38 137.18 88.83 90.02 (16.65) 10.05 11.2 1.2 3,375.00

    LANKA FLOORTILES TILEN MainB M 74.50 - (6.76) 18.25 24.17 53.05 20.21% 59.67 639.85 265.67 161.15 159.02 54.00 12.06 6.2 1.2 3,952.26

    LANKA WALLTILES LWL N MainB M 63.40 (3.06) (0.31) 5.67 4.45 54.60 11.26% 84.57 520.01 260.77 123.96 151.07 (15.79) 9.52 6.7 0.7 3,461.64

    LAXAPANA LITEN MainB M 4.50 - (6.25) (21.05) (28.57) 39.00 na 3.66 (42.20) 2.72 0.18 (40.30) (4.76) na na 1.2 175.50

    SWISSTEK (CEYLON) PLC PARQN MainB M 15.10 (0.66) 0.67 (5.03) (5.63) 27.37 na 22.25 (10.57) 17.33 (12.27) 2.09 (17.71) na na 0.7 413.32

    PELWATTE SUGAR SUGAN MainB M 23.50 - - - - 67.98 na na na na na na 1,597.46

    PIRAMAL GLASS GLASN MainB M 5.90 (1.67) (10.61) (10.61) 13.46 950.09 19.96% 3.82 724.38 110.79 206.66 265.13 148.94 0.76 7.7 1.5 5,605.51

    PRINT CARE CAREN MainB M 27.40 1.11 (2.49) (8.67) (9.27) 85.97 12.00% 25.64 264.52 74.60 61.28 60.27 70.28 3.08 8.9 1.1 2,355.49

    REGNIS REG N MainB D 68.00 (1.31) (3.82) 5.10 (24.44) 11.27 11.25% 68.50 86.82 41.74 19.62 7.44 18.03 7.71 8.8 1.0 766.21

    RICH PIERIS EXPORTS REXPN MainB M 35.50 1.43 (4.05) 6.29 72.33 11.16 94.42% 13.10 138.07 24.57 25.58 51.63 36.29 12.37 2.9 2.7 396.31

    ROYAL CERAMICS RCL N MainB M 97.40 (0.10) (6.35) 0.52 8.22 110.79 19.88% 75.83 1,670.39 573.70 497.19 420.40 260.77 15.08 6.5 1.3 10,790.89

    SAMSON INTERNATIONAL SIL N MainB M 95.00 - (8.03) 10.47 5.20 3.85 11.44% 102.87 45.30 6.49 12.32 13.74 12.76 11.77 8.1 0.9 365.56

    SINGER INDUSTRIES SININ MainB D 118.00 (1.67) (3.75) (9.58) (24.50) 3.85 2.15% 234.34 19.39 6.14 10.83 0.56 1.87 5.04 23.4 0.5 453.86

    SWADESHI SWADN MainB M 12000.00 - 58.84 139.99 215.79 0.13 0.36% 999.68 0.47 25.18 (8.12) (3.24) (14.07) 3.57 3360.3 12.0 1,567.99

    TOKYO CEMENT [V] TKYON MainB M 26.40 (0.39) 3.20 7.50 (5.49) 202.50 12.32% 22.13 827.85 447.63 224.64 175.57 (19.99) 2.73 9.7 1.2 5,346.00TOKYO CEMENT [NV] TKYOX MainB M 21.10 (0.94) 2.43 9.90 7.11 101.25 12.32% 22.13 827.85 447.63 224.64 175.57 (19.99) 2.73 7.7 1.0 2,136.38

    SIERRA CABLES SIRAN MainB M 2.20 (4.55) (4.55) (12.50) (12.50) 537.51 na 3.08 (6.77) (1.23) 0.69 (8.75) 0.63 na na 0.7 1,182.53

    TEXTURED JERSEY TJL N MainB M 13.10 4.80 8.26 13.91 63.75 655.00 17.74% 8.75 1,016.57 322.95 365.0 156.7 171.94 1.55 8.4 1.5 8,580.53

    AGSTAR FERTILIZERS LIMITED AGSTN DiriSaviB M 6 (4.76) (10.45) (20.00) (31.82) 307.53 10.10% 6.71 208.47 (20.04) 106.74 125.04 0.68 8.9 0.9 1,845.16

    AGSTAR FERTILIZERS LIMITED AGSTX DiriSaviB M 15 - - - - 17.47 10.10% 118.08 208.47 (20.04) 106.74 125.04 11.93 1.3 0.1 262.11

    ORIENT GARMENTS OGL N DiriSaviB M 7 (1.47) (11.84) (27.17) (63.78) 54.92 6.02% 13.01 43.03 53.90 12.37 (23.23) 0.78 8.9 0.5 384.42

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    Weekly Review by Asia Wealth Research 26 July 2013

    22

    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    MOTORS (1.05) (2.53) 7.18 11.47 13.65% 3,073.22 639.40 352.07 562.72 1,810.28 7.36 1.00

    AUTODROME AUTON MainB M 850.00 - 4.08 1.19 22.66 1.20 5.28% 489.31 31.00 6.30 8.14 12.18 4.38 25.83 32.9 1.7 1,020.00

    COLONIAL MOTORS COLON MainB M 99.00 (1.00) (0.50) 20.00 (49.23) 15.20 0.78% 250.88 29.80 174.60 5.60 51.28 130.55 1.96 50.5 0.4 1,504.80

    DIMO DIMON MainB M 516.00 (2.08) (4.08) 2.71 (14.97) 8.88 6.06% 859.71 462.09 -8.00 4.50 113.23 352.36 52.06 9.9 0.6 4,580.24

    LANKA ASHOK ASHON MainB M 1800.00 1.69 - 5.88 (0.55) 3.62 14.32% 649.41 336.80 -143.10 143.31 24.14 317.09 93.02 19.4 2.8 6,517.52

    SATHOSA MOTORS SMOTN MainB M 260.00 0.80 7.01 10.43 32.63 6.03 26.20% 126.90 200.63 69.40 53.32 40.79 37.12 33.25 7.8 2.0 1,568.74

    UNITED MOTORS UML N MainB M 110.20 (3.25) (6.61) 9.11 69.54 67.27 27.31% 109.57 2,012.90 540.20 137.20 321.10 968.78 29.92 3.7 1.0 7,412.83

    OIL PALMS (0.24) (4.03) (3.69) (7.53) 10.50% 5,778.00 2,255.03 1,182.34 1,001.86 685.30 17.5 1.8

    BUKIT DARAH BUKIN MainB M 699.90 (0.16) (1.34) (3.34) (7.89) 102.00 15.83% 312.21 5,042.37 2,146.35 1,071.82 832.97 353.77 49.43 14.2 2.2 71,389.80

    GOOD HOPE GOODN MainB M 1100.60 - (21.38) (0.86) (8.28) 6.87 2.61% 818.43 146.61 21.97 18.19 34.69 72.40 21.34 51.6 1.3 7,562.56

    INDO MALAY INDON MainB M 1312.00 (1.35) (1.72) (0.61) (7.74) 7.00 2.77% 786.82 152.69 21.68 20.07 31.80 73.48 21.82 60.1 1.7 9,181.90

    SELINSING SELIN MainB M 1001.50 - (8.95) (16.89) (9.01) 6.94 3.97% 933.71 257.40 37.10 44.32 63.85 105.66 37.09 27.0 1.1 6,950.49SHALIMAR SHALN MainB M 900.00 - (5.26) 2.04 - 6.94 3.22% 800.95 178.94 27.93 27.94 38.56 79.99 25.78 34.9 1.1 6,246.07

    PLANTATIONS (1.39) (5.11) (6.98) 10.06 16.26% 5,913.06 1,215.12 2,031.12 1,365.79 1,103.31 4.0 0.65

    AGALAWATTE AGALN MainB D 24.50 0.82 (10.26) (27.73) (18.87) 25.00 38.44% 48.47 465.71 1.5 304.74 160.60 (1.16) 18.63 1.3 0.5 612.50

    BALANGODA BALAN MainB D 25.10 (2.31) (10.88) (23.26) 15.45 23.64 2.37% 111.60 62.49 11.4 (10.62) (12.17) 73.87 2.64 9.5 0.2 593.27

    BOGAWANTALAWA BOPLN MainB M 11.30 3.67 (5.83) (8.13) 44.87 83.75 33.81% 12.44 352.16 67.9 146.26 88.90 49.14 4.20 2.7 0.9 946.38

    HAPUGASTENNE HAPUN MainB D 29.20 1.39 (17.75) (21.08) (27.00) 46.32 3.74% 34.89 60.41 41.56 (46.86) 13.43 52.29 1.30 22.4 0.8 1,352.42

    HORANA PLANTATION HOPLN MainB M 23.50 (4.45) (7.09) (9.23) 13.46 25.00 13.50% 59.57 201.04 47.65 100.79 41.06 11.54 8.04 2.9 0.4 587.50

    KAHAWATTE KAHAN MainB D 34.50 5.50 2.37 (1.71) (0.86) 79.89 9.39% 15.18 113.92 72.32 (0.86) 13.20 29.26 1.43 24.2 2.3 2,756.20

    KEGALLE KGALN MainB M 102.10 (10.44) (0.97) (8.84) 10.02 25.00 16.20% 133.97 542.47 95.43 168.76 155.61 122.68 21.70 4.7 0.8 2,552.50

    KELANI VALLEY KVALN MainB D 77.00 (0.13) (8.33) (8.22) (9.31) 34.00 25.90% 73.98 651.46 150.98 199.06 173.22 128.20 19.16 4.0 1.0 2,618.00

    KOTAGALA KOTAN MainB M 48.70 2.32 (5.81) (8.47) (11.48) 40.00 15.08% 85.64 516.73 113.22 190.95 107.80 104.76 12.92 3.8 0.6 1,948.00

    MADULSIMA MADUN MainB D 12.80 (1.54) (7.25) (14.09) 42.22 29.00 3.18% 62.36 57.49 14.17 59.74 (42.92) 26.51 1.98 6.5 0.2 371.20

    MALWATTE VALLEY MAL N MainB D 4.50 - (6.25) - 28.57 224.59 12.50% 8.66 268.02 51.05 8.11 94.02 114.84 1.08 4.2 0.5 1,010.66

    MALWATTE VALLEY MALX MainB D 4.00 (2.44) - (14.89) 14.29 23.00 12.50% 8.66 268.02 51.05 8.11 94.02 114.84 1.08 3.7 0.5 92.00

    MASKELIYA MASKN MainB M 12.60 (1.55) (7.30) (2.31) 1.60 53.95 17.10% 29.11 268.54 88.93 123.89 21.51 34.22 4.98 2.5 0.4 679.81

    NAMUNUKULA NAMUN MainB M 75.70 (11.12) (1.57) (5.53) 36.55 23.75 20.50% 84.03 409.16 86.27 147.20 103.40 72.29 17.23 4.4 0.9 1,797.88

    TALAWAKELLE TPL N MainB D 23.40 1.74 1.30 (5.65) 44.44 23.75 21.66% 60.67 312.09 85.40 164.90 35.16 26.62 13.14 1.8 0.4 555.75

    UDAPUSSELLAWA UDPLN DiriSaviB D 30.00 (1.96) (7.41) 11.11 57.89 19.40 4.23% 28.46 23.33 29.40 (43.91) 0.70 37.14 1.20 24.9 1.1 581.97

    WATAWALA PLANTATIONS WATAN MainB M 11.70 1.74 (5.65) (0.85) 44.44 236.67 17.70% 16.24 680.24 124.84 286.59 186.23 157.32 2.87 4.1 0.7 2,769.00

    ELPITIYA ELPLN DiriSaviB M 17.40 (3.33) (7.94) (4.40) 14.47 72.87 17.25% 34.59 434.80 66.12 125.46 133.19 63.81 5.97 2.9 0.5 1,267.88MET.RES.HOL MPRHN DiriSaviB M 27.00 (1.82) 8.00 8.00 58.82 17.26 33.03% 45.02 256.75 66.99 106.93 92.84 - 14.87 1.8 0.6 466.15

    AITKEN SPENCE PLANTATIONMANAGEMENTS

    ASPMN DiriSaviB M 45.50 - - - - 21.30 19.57% 56.68 236.25 11.09 4.1 0.8 969.15

    HEALTH SERVICES 1.24 (1.25) (3.36) 32.67 17.25% 3,785.98 847.06 1,822.74 510.06 577.66 11.4 1.97

    ASIRI CENTRAL ASHAN DiriSaviB M 272.50 18.43 2.06 2.83 (0.91) 22.33 na 86.91 (64.67) (19.57) (45.09) (38.10) na na 3.1 6,086.00

    ASIRI SURGICAL AMSLN MainB M 10.10 (0.98) (1.94) 1.00 38.36 528.46 50.56% 6.51 1,738.38 157.58 1,365.90 104.26 110.65 3.29 3.1 1.6 5,337.42

    ASIRI HOSPITAL ASIRN MainB M 14.00 0.72 (0.71) (4.76) 75.00 1099.09 12.09% 5.85 777.25 268.52 220.29 112.21 176.23 0.71 19.8 2.4 15,387.29

    CEYLON HOSPITALS [V] CHL N MainB M 107.50 (0.09) 2.29 5.40 41.32 25.53 9.74% 72.7 249.01 74.16 54.48 49.92 80.08 7.35 14.6 1.5 2,744.18

    CEYLON HOSPITALS [NV] CHL X MainB M 76.00 1.33 1.33 1.33 26.67 8.35 9.74% 72.7 249.01 74.16 54.48 49.92 80.08 7.35 10.3 1.0 634.25

    LANKA HOSPITALS LHCLN MainB M 39.50 (2.26) (2.50) (8.24) 25.81 223.73 12.66% 17.00 481.66 175.32 99.12 94.57 112.65 2.15 18.3 2.3 8,837.42

    NAWALOKA NHL N MainB M 3.00 (6.45) (6.45) (6.45) - 1409.51 15.98% 2.68 604.34 191.05 128.05 187.20 98.04 0.43 7.0 1.1 4,228.52

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    Weekly Review by Asia Wealth Research 26 July 2013

    23

    A member of Asia Capital Group

    Company Year Price Performance Shares Trailing BVPS Net Profit Net Profits Trailing Trailing PBV Mkt Cap Mn

    End 1W(%) 1M(%) 1Q(%) 1Y(%) M ROE 4Qtrs Mar'13 Dec'12 Sep'12 Jun'12 EPS PE

    SERVICES 1.87 2.30 15.29 31.93 7.06% 310.18 590.26 (406.82) 85.64 26.82 23.72 1.68

    JOHN KEELLS LIMITED JKL N MainB M 87.00 1.28 3.82 31.02 47.46 60.80 22.68% 53.89 742.89 560.02 48.66 78.67 55.55 12.22 7.1 1.6 5,289.60

    LAKE HOUSE PRINTING LPRTN MainB M 99.90 6.39 (4.77) (7.41) 23.49 2.94 4.16% 49.30 6.03 (3.72) 1.02 3.84 4.40 2.05 48.7 2.0 293.43

    MERC. SHIPPINGS MSL N MainB M 171.80 12.14 1.66 (4.02) 1.66 2.84 na 57.43 (123.39) (21.05) (13.30) (39.85) (49.20) na na 3.0 488.77

    CEYLON PRINTERS CPRTN MainB M 1260.00 24.75 (2.59) (14.39) 148.91 0.04 na 137.96 (1.28) 0.40 (1.90) (1.05) 1.27 na na 9.1 44.11

    KALAMAZOO KZOON MainB M 1249.80 0.36 (8.41) (30.55) 0.06 0.05 na 649.80 (446.79) (0.19) (446.70) 1.20 0.68 na na 1.9 62.49

    PARAGON PARAN MainB M 1150.00 - (11.54) 27.78 (23.33) 0.10 na 64.98 (0.55) (0.57) 0.30 0.12 0.13 na na 17.7 115.03

    CEYLON TEA BROKERS CTBLN DiriSaviB M 4.10 (2.33) - (16.00) (19.23) 114.00 19.98% 1.72 39.23 16.72 5.10 8.50 13.99 0.34 11.9 2.4 467.40

    ASIA SIYAKA COMMODITIES ASIYN DiriSaviB M 2.30 - - (17.86) - 260.00 16.59% 2.18 94.04 38.65 34.21 0.36 6.4 1.1 598.00

    STORES AND SUPPLIES 1.31 (3.29) 12.10 13.50 5.05% 329.21 110.66 222.51 54.70 (58.55) 18.23 0.92

    COLOMBO PHARMACY PHARN MainB M 540.00 1.93 (1.53) (1.48) (9.97) 1.27 5.20% 738.70 48.87 36.41 (4.23) 20.02 (3.33) 38.39 14.1 0.7 687.34

    E B CREASY EBCRN MainB M 1295.00 7.36 3.52 31.46 32.81 2.54 8.16% 1284.06 265.70 80.69 188.43 30.70 (34.00) 104.79 12.4 1.0 3,283.42GESTETNER GESTN MainB M 168.60 (2.60) (10.79) 7.39 (13.54) 2.28 28.76% 43.90 28.76 12.94 12.73 2.04 1.04 12.62 13.4 3.8 384.09

    HUNTERS HUNTN MainB M 320.00 (8.31) (13.51) (8.44) 2.56 5.15 na 432.45 (14.12) (19.38) 25.58 1.94 (22.26) na na 0.7 1,646.40

    TRADING (1.69) (4.16) (5.18) (2.96) 2.90% 912.89 669.64 (292.87) 294.12 300.32 32.62 0.95

    BROWNS BRWNN MainB M 110.00 (2.65) (6.30) (11.93) 2.80 70.88 1.63% 207.36 240.04 768.13 (498.97) 190.84 (219.96) 3.39 32.5 0.5 7,796.25

    C W MACKIE CWMN MainB D 68.00 3.98 (6.72) 3.34 9.68 35.99 9.75% 46.18 161.98 46.85 17.61 11.59 85.92 4.50 15.1 1.5 2,447.22

    CEYLON FOREIGN TRADES CFT N MainB M 7.90 (3.80) 1.33 26.67 55.10 140.20 0.82% 6.26 7.23 1.10 2.55 6.83 (3.25) 0.05 153.2 1.3 1,107.55

    EASTERN MERCHANTS EMERN DefaultB M 7.90 - (3.61) (21.57) (27.93) 117.45 na 8.66 (69.41) (28.16) (39.95) (16.69) 39.55 na na 0.9 927.82

    ENVIRONMENTAL RESOURCES GREGN MainB M 14.10 (2.76) (4.08) (19.89) 0.71 349.37 na 23.27 (278.42) (291.18) 31.72 (80.65) 83.85 na na 0.6 4,926.08

    RADIANT GEMS RGEMN MainB M 46.70 3.78 8.86 (6.60) (9.85) 2.40 na 7.63 (6.90) (3.40) (3.72) (0.06) 0.34 na na 6.1 112.08

    SINGER SRI LANKA SINSN MainB D 95.00 (2.25) (2.45) (1.95) (7.45) 125.21 18.66% 37.39 873.24 174.84 194.18 194.17 310.05 6.97 13.6 2.5 11,894.91

    OFFICE EQUIPMENT OFEQN MainB M 2470.00 11.92 (13.33) (12.92) (42.56) 0.08 na 546.33 (2.09) 6.96 1.80 (2.77) 3.81 na na 4.5 205.89

    TESS AGRO TESSN DiriSaviB M 2.00 (5.00) (9.52) (17.39) (17.39) 180.00 na 1.94 (12.79) (5.50) 1.91 (9.14) na na 1.0 360.00

    POWER & ENERGY 2.83 (0.74) 0.68 31.46 17.25% 4,751.00 1,306.53 1,226.44 1,842.14 299.56 7.29 1.26

    HEMAS POWER HPWRN MainB M 18.40 (1.07) (6.09) (7.50) 3.35 125.20 9.88% 22.82 282.45 71.22 75.61 81.00 39.33 2.26 8.2 0.8 2,303.68

    LANKA IOC LIOCN MainB M 25.00 3.70 (0.40) 4.13 57.50 532.53 22.33% 24.46 2,908.80 805.89 728.08 1,183.00 191.86 5.46 4.6 1.0 13,313.25

    VIDULLANKA VLL N MainB M 3.80 8.57 2.70 - - 477.27 10.55% 2.31 116.33 13.96 36.12 6.13 8.40 0.24 15.6 1.6 1,813.62

    VALLIBEL POWER VPELN MainB M 6.30 - - 12.50 31.25 747.11 15.86% 2.44 289.14 12.16 120.10 112.97 56.05 0.39 16.3 2.6 4,706.79

    LAUGFS GAS LGL N DiriSaviB M 26.20 3.56 1.95 (1.13) 32.99 335.00 16.35% 16.76 1,060.82 364.72 228.99 427.45 2.74 9.6 1.6 8,777.00

    LAUGFS GAS [NV] LGL X DiriSaviB M 21.90 3.29 10.00 11.11 65.41 52.00 16.35% 16.76 1,060.82 364.72 228.99 427.45 2.74 8.0 1.3 1,138.80HYDRO POWER HPFLN MainB M 5.30 (3.64) (7.02) (13.11) (8.62) 109.09 na 6.90 (29.98) (12.46) (8.04) (1.80) (7.68) na na 0.8 578.17

    PANASIAN POWER PAP N MainB M 2.30 - (8.00) (17.86) (4.17) 500.00 10.28% 1.61 82.93 30.26 38.98 2.09 11.60 0.17 13.9 1.4 1,150.00

    MACKWOODS ENERGY LIMITED MEL N DiriSaviB M 8.60 6.17 (12.24) (18.87) (12.24) 100.00 5.89% 6.88 40.51 20.78 6.60 31.30 0.41 21.2 1.3 860.00

    INFORMATION TECHNOLOGY (3.05) (19.84) (36.41) (50.73) -32.64% (362.64) (387.13) 2.52 (2.35) 1.79 na 1.05

    E-CHANNELLING ECL N DiriSaviB M 6.20 (4.62) (6.06) (10.14) 34.78 122.13 15.36% 0.88 16.42 7.90 (6.60) 2.87 0.13 46.1 7.1 757.21

    PC HOUSE PCH N MainB M 1.20 - (36.84) (58.62) (80.00) 343.40 na 2.92 (379.06) (395.03) 9.12 (5.22) 1.79 na na 0.4 412.08

    TELECOMMUNICATIONS - 0.51 (6.73) 19.91 14.22% 13,496.41 3,180.52 1,805.68 6,545.20 1,965.01 10.70 1.52

    DIALOG TELEKOM DIALN MainB D 8.80 - - (8.51) 43.33 8143.78 22.01% 4.76 8,536.41 1,594.52 928.68 4,744.20 1,269.01 1.05 8.4 1.8 71,665.25

    SRI LANKA TELECOM SLTLN MainB D 40.30 - 1.00 (4.95) 3.60 1804.86 8.84% 31.10 4,960.00 1,586.00 877.00 1,801.00 696.00 2.75 14.7 1.3 72,735.86

    Note:

    Counters which are li sted on Dir isavi board will reflect 6 months results under

    3QCY2012.

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    Weekly Review by Asia Wealth Research 26 July 2013

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