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    I am opening this thread, so that certain EARLY risers in the wake of EPF can be pushed to unprecedented levels. Had shown encouraging price actions lately, and pacing the appreciation. One need to understand as they have pointed out there can be wild swings in earnings with IFRS 9 on impairment. These will be based on market movement. If the big boys come in ASPI and S&PSL20 will move up. So i see mixed opportunity in investing for the next 12 months.
    "The best values today are often found in the stocks that were once hot and have since gone cold"

  • #2
    Click image for larger version

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    "The best values today are often found in the stocks that were once hot and have since gone cold"

    Comment


    • #3
      ST target could be 42.50 from 40s. A rise from 30 to 40 when markets were in doldrums. now we have something positive for these investment companies. if market gain, there will be positive earnings to flow through and reflect in the stock price. if the index declines equally these will show not so good earnings in line with new IFRS9 impairment rules.
      "The best values today are often found in the stocks that were once hot and have since gone cold"

      Comment


      • #4
        Originally posted by SHARK View Post
        I am opening this thread, so that certain EARLY risers in the wake of EPF can be pushed to unprecedented levels. Had shown encouraging price actions lately, and pacing the appreciation. One need to understand as they have pointed out there can be wild swings in earnings with IFRS 9 on impairment. These will be based on market movement. If the big boys come in ASPI and S&PSL20 will move up. So i see mixed opportunity in investing for the next 12 months.
        Players trying to grap potential EPF shares

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        • #5
          In the past my calls have gone wrong, and horribly wrong. so do your bit to analyse more on the investment please. i took the call on positivism i saw last 2 days with the confirmed news from CB Governor, as its coming from someone we can trust.
          "The best values today are often found in the stocks that were once hot and have since gone cold"

          Comment


          • #6
            Originally posted by SHARK View Post
            In the past my calls have gone wrong, and horribly wrong. so do your bit to analyse more on the investment please. i took the call on positivism i saw last 2 days with the confirmed news from CB Governor, as its coming from someone we can trust.
            I observed good collection 36-39 for weeks

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            • #7
              I think the break out is technically around the 40s for me.
              This is good again, if one looks at the portfolios they hold.
              Any upside will be well reflected.
              Below is the MONTHLY chart.
              Click image for larger version

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              "The best values today are often found in the stocks that were once hot and have since gone cold"

              Comment


              • #8
                With great exposure to Insurance sector, dont forget incase you cant keep a tab of each of the undervalued investments, as CINV have done. So all the gains we see also reflect in their portfolio, increasing its value.
                "The best values today are often found in the stocks that were once hot and have since gone cold"

                Comment


                • #9
                  April - June 2018 quarter

                  CINV lost Rs 204 million

                  EPS negative Rs 2.05
                  Live Today........
                  Without compromising your ability to Live Tomorrow………

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                  • #10
                    So is it good to enter this share at this price range ?? Considering Pats comment regarding the negativity

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                    • #11
                      I will look at what the future hold for this sector. 2 very simple trajectories. What the ASPI trajectory in other words. Will it go down 6000 or move up. Based on it you should judge for your self. I highlight the opportunity one can have if you sense the market direction in the near term future. if you feel the price of 40 is tad high, and waiting further will see the price coming below and that can give significant gain later, then you should wait. The IFRS 9 impact had been net off to Retained gains in June 18. So whatever future impairment will be related to market performance July-Sep movement. compared to last year quarter for same period.

                      Here is a chart with ASPI movement and CINV price behavior during the same uptrend period Click image for larger version

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                      These Investment Trusts companies seem to have a direct link with the general direction of the indices such as ASPI and S&P. Draw your own conclusions!

                      Like to see the price movement of other players in the sector.

                      Look forward to a fruitful discussion.
                      Good luck.
                      "The best values today are often found in the stocks that were once hot and have since gone cold"

                      Comment


                      • SHARK
                        SHARK commented
                        Editing a comment
                        CINV had a mini run from 39.50 to 51.90 (30%) within 3 Month when ASI run 6062 to 6747 (11%) And subsequently CINV gained towards 62Rs (57% from 39.50) in the following quarter.

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