Vision - To be the premier aluminum extrusion manufacturer in the SA region.
Their exports exposure during the year was a meager 0.5% to Maldives.
Capable to manufacture 850MT of alum extrusions.
With the new factory opened this year, that capacity could be increased by a further 950MT to be 1800MT in total.
Biggest powder coating plant in SA.
The increased capacity available now, a key growth catalyst in this year. T/O was 4.5 Bil, can this be converted with...
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Shiller PE 10
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SHARK
Shiller PE 10
Professor Robert Shiller of Yale University developed the Shiller PE 10 to more accurately reflect long term trends and smooth volatile components of the standard P/E ratio. PE 10 is also called the cyclically-adjusted price-to-earnings (CAPE) ratio. The “10” represents the rolling 10 year periods Shiller uses to calculate PE 10.
The PE 10 for the S&P500 is the price of the index divided by 10 year inflation adjusted average earnings. The calculation is: S&P 500 annual earnings... -
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DuPont Analysis
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Created by: SHARK
DuPont Analysis
The Dupont analysis also called the Dupont model is a financial ratio based on the return on equity ratio that is used to analyze a company’s ability to increase its return on equity. In other words, this model breaks down the return on equity ratio to explain how companies can increase their return for investors.
The Dupont analysis looks at three main components of the ROE ratio.
Profit Margin
Total Asset Turnover
Financial Leverage
Based on these... -
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Magic Formula - Joel Greenblatt
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Created by: SHARK
Magic Formula - Joel Greenblatt
What is Joel Greenblatt Magic Formula?
Joel Greenblatt is Background A widely respected hedge-fund manager. Joel Greenblatt, started as a value purist but was influenced by Warren Buffett's view about growth being part of the value equation. He founded Gotham Capital, a fund which apparently returned over 40% annualized from 1985 to 2005. By 1995, it had returned all money to its outside investors. He has authored two books, "You Can Be a Stock Market Genius" and New York... -
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Piotroski’s F-Score: The science of value investing
The cornerstone of investment philosophy of Benjamin Graham, the guru of value investing, was to invest with “margin of safety”, which means investing in stocks at a deep discount to their intrinsic value and thereby minimizing the downside risk and maximising the upside potential.
In layman terms, he was always interested in buying “One dollar at fifty cents”. Can one buy one dollar at fifty cents? The answer is, YES! A few super-investors of Graham and Dodds Ville, most of... -
Piotroski Score
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Created by: SHARK
Piotroski Score
The Piotroski score is a discrete score between 0-9 that reflects nine criteria used to determine the strength of a firm's financial position. The Piotroski score is used to determine the best value stocks, with nine being the best and zero being the worst. The Piotroski score was named after Chicago Accounting Professor Joseph Piotroski, who devised the scale, according to specific aspects of company financial statements. Aspects are focused on the company’s accounting results in recent time... -
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MGT - Better By Design
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Created by: SHARK
MGT - Better By Design
I start with the Quote from this years Annual Report of Hayleys Fabric Plc.
Hayleys Fabric PLC has grown and developed over the years and today, your company has a powerful impact on the fabric manufacturing industry in Sri Lanka.
We have always believed that progressive values, a fresh perspective and innovative thinking are the secrets of real success.
Since inception, we have used the powerful synergies we have with our parent company and our own strengths in advanced... -
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REXP - Quest for Diversification Part 2
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Created by: SHARK
REXP - Quest for Diversification Part 2
In the second part of REXP, below i put the screen shots of Ratios.
RPE PLC
A fully export oriented subsidiary and exporter of industrial rubber mats,jar sealing rings,crutch tips to international market in natural and synthetic rubber.
Highlights
PBT of HARD Rubber Segments dropped to Loss making since 2014.
Mineral Segment continue to grow after dip in 2017.
The ROE 40% for the year ending 31.03.18.
Its sustainable growth (after... -
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REXP - Quest for Diversification Part 1
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Created by: SHARK
REXP - Quest for Diversification Part 1
Their Vision is to become one of the leading exporters in the global market in Rubber and Polymer related products.
Companys operation has 3 segments, LATEX BASED, HARD RUBBER and MINERALS.
I give below the 5 year performance ending 31.03.18.
Based on the Trend Analysis, Revenue has grown 179% over since 2014. And equally during same period Net Earnings have increased 216% indicating operational efficiencies.
In my horizontal analysis, for... -
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BPPL - Redesigning the future.
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Created by: SHARK
BPPL - Redesigning the future.
Let me start with the 1st line from their latest Annual Report.
We believe in creating a world where nothing goes to waste!
With that i start to gather some points from the AR.
Jotted down some of the important points which i feel can be considered that would be GAME Changer for BPPL.
1. They have started to turn everyday PET bottles into synthetic yarn, that is used in creating clothes and shoes.
2. 2017/18 is the year they took steps to diversify... -
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