LankanMarkets Profile

LankanMarkets

Join Date:
2015-07-27

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1 - My Views

This blog is about company valuations, equity and other finance related topics especially pertaining.. to the Sri Lankan markets.

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Other Tags: valuation, Equity, Investing, Sri Lanka, CSE

Latest Blog Posts

  • Our (Sri Lankans) immunity to global oil shocks!
    on Feb 13, 2016
    Everyone is now talking about global oil prices as it recently hit a new bottom (below USD30/barrel). A look at the global oil market (if you are trying to understand the market), will direct you to different things, such that; we hear about Brent, W...
  • Our (Sri Lankans') immunity to global oil shocks!
    on Feb 13, 2016
    Everyone is now talking about global oil prices as it recently hit a new bottom (below USD30/barrel). A look at the global oil market (if you are trying to understand the market), will direct you to different things, such that; we hear about Brent, W...
  • Re-think Impact Investing
    on Jan 18, 2016
    As of late, Impact Investing (II) and Socially Responsible Investing (SRI) has drawn attention of a wider audience. The two are used interchangeably and hence become difficult to draw lines between II and SRI. Member Bodies (Global Impact Investing N...
  • Greetings for 2016
    on Jan 4, 2016
    We just bid farewell to an eventful 2015 and looking forward to even more thrilling year, 2016. Here’s my very best wishes to all of the readers, from around the world, for a fantastic 2016. I would also like to thank every one of you for your cont...
  • Why a Hutch; when no rabbits inside!
    on Nov 21, 2015
    I was interested in anarticle that discussed about an acquisition in the Sri Lankan Telco Industry. The story was interesting to me in several ways. Firstly, I have a small holding of Sri Lanka Telecom PLC (SLTL.N000) shares and hence this is of impo...
  • TPP, the never seen formula for success
    on Oct 31, 2015
    Recently, I came across thistweet by a well-known Professor, who, as usual, tries to argue that the recently signed Trans-Pacific Partnership (TPP) was a once in life time opportunity Sri Lanka missed. It was not the first time he voiced his dissatis...
  • Follow the herd! Win or lose?
    on Oct 23, 2015
    It’s been a while since I last posted on My Views. I was attracted to a very interesting stock this time, Hayleys Fibre PLC (HEXP). HEXP is a subsidiary of diversified holdings, HayleysPLC. HEXP is an exporter of coir fibre. However, they generate...
  • Would you buy a Fortress or a Lighthouse!
    on Aug 5, 2015
    Thought to do a comparative analysis of two companies as the topic hints. Of course it is a strange question to ask. In fact, I had this question in mind as I was looking to buy one of the Southern Coast based hotel operators. In this regard, my focu...
  • Everything is politics but ….
    on Aug 1, 2015
    Even though I hate to write things about Sri Lankan politics, it has come to a point where I can’t just ignore and stay back. (well, no one can just ignore politics as it affects everyone’s’ day to day life as well as their decisions in life).
  • Borrowed reserves: Politics or Economics?
    on Jul 28, 2015
    This post was necessitated by two things. Firstly, the recent Currency Swap Agreements between the Central Bank of Sri Lanka (CBSL) and the Reserve Bank of India (RBI). Secondly, the recent upheavals in the political environment and the lack of clari...
  • Textured Journey
    on Jul 12, 2015
    As per the Sri Lankan folklore, spinning of yarn dates back to as far back as 6th Century BC as narrated in the Vijaya & Kuweni story. Sri Lanka was also in the middle of the ancient “Silk Route”. Then in the contemporary times the biggest ga...
  • Now what?
    on Jul 2, 2015
    This post is a quick follow up to two of my previous posts, Learn from the past and Prevention is alwaysbetter, those were mainly focused on the Credit Ratings.  Today’s newspaper article puts it that “pursuant to the lapse of its registrati...
  • Prevention is always better!
    on Jun 15, 2015
    I thought this is a more appropriate thing to share before getting in to detail.In a previous post, I discussed about the recent developments in the Credit Ratings industry in Sri Lanka and expressed my concern that the recent explosive growth in the...
  • Health is profit, (Update I)
    on Jun 5, 2015
    Singhe Hospitals Limited (SINH.N0000) has now issued their first set of financials to the public as a listed entity. It’s now time to have a look at the projections and the actuals as well as revisit the valuation. Firstly, I would like to provide...
  • Health is profit!
    on Mar 15, 2015
    The first equity IPO of this year is now announced. Interestingly, it is the first time a company from the Ratnapura District is coming for a listing on the CSE. (Which is a good thing as this is exactly what we need in order for us to develop the ca...
  • Learn from the past
    on Jan 15, 2015
    As far as I understand, Credit Ratings are a big deal in other markets. There have been many research papers published on questions like; do the credit rating actions have any impact on the stocks/market?, how does the stock markets react to these ra...
  • Right to buy Rights?
    on Jan 7, 2015
    MTD Walkers PLC, known as KAPI.N000, has announced the dates for the proposed Rights Issue. I reproduce the announcement below:As per the announcement, the Company is issuing 466 new shares at LKR45 per share for every 1000 shares held by shareholder...
  • Greetings for 2015!
    on Jan 6, 2015
    2014 is now history. However, it was an exciting year for the economy, local capital markets, politics and so forth. Personally, I also started posting on Blogger late 2014 though I have been a member on Blogger community for a quite a while. Neverth...
  • Where is Union heading?
    on Dec 27, 2014
    Trust me that this is not another political article! In this post I’m hoping to give my views about Union Bank of Colombo PLC trading under the code UBC.N0000. The recent drastic changes in the capital structure and the governance structure and som...
  • Black Swans in Sri Lanka
    on Nov 26, 2014
    Well! Swans are not species of Lanka. (I have to confess that I’m not an expert on study of birds, so there may be something that I don’t know about birds in Sri Lanka). Anyway, I relate my post this time to the recent developments that took plac...

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