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    Another company with the lower PEs, VFIN and CDB being the others, looking for sharp growth projections.
    "The best values today are often found in the stocks that were once hot and have since gone cold"

  • #2
    Good PE for sure what about the long term prospect in terms of the long run of the Finance companies as a whole?

    Comment


    • SHARK
      SHARK commented
      Editing a comment
      ALLI seem to behind CDB and VFIN in terms of growth, some may not agree with me, but thats how i see it. next quarter should give interesting clues. they will have evolve.

  • #3
    CDB is trying to integrate technological aspects into their service ranges and are doing significant market researchers through outsourced entity to develop their offering ranges. In the long run should be winning counter. Yet to witness those in ALLI. This might be due to the presence of an older generation in the management team. Open for thoughts

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    • #4
      Absolutely you nailed on that. CDB was trading in the 60s, had it and disposed.
      "The best values today are often found in the stocks that were once hot and have since gone cold"

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      • #5
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        Not a convincing investment case to jump so far.
        my non committal has been justified.
        immediate TTM (Trailing Twelve Month ) show dismal 3%.
        whats the wow factor going forward for ALLI.
        Deposits and Asset base declined 2%.
        Anything positive to be taken here?
        "The best values today are often found in the stocks that were once hot and have since gone cold"

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        • #6
          Since there had been some high profile failures in the NFBS, the depositors have become more cautious, I think.

          Comment


          • #7
            Very clear, the lending has declined YoY to 9%. Almost by doubled. And a further -2% TTM.
            Deposit from customers up 31% YoY.
            YoY Int income up, compared to 3YA and 4YA.
            PBT YOY down -9% despite income up by 3%, probably due to int expenses up from 21% to 30%.
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            ROE & ROA dropped since 2015 YoY in 2018.

            Lending PF consist mostly Leasing, MicroFinance and Gold 8% and 4% appprox. 2 Bil and 1 Bil out of 25.5Bil.
            They need to increase the deposit base
            "The best values today are often found in the stocks that were once hot and have since gone cold"

            Comment


            • #8
              Very informative, key indicators can be tracked easily.

              Comment


              • #9
                When can we hear of a moderate rate cut, towards end of the year? This will be challenging when all regional governments in the hiking gear. A move nevertheless improve growth of CSE and for companies and economy.
                "The best values today are often found in the stocks that were once hot and have since gone cold"

                Comment


                • #10
                  I have been advice to the contrary. I feel, the best we could expect is the status quo to prevail. At the same time I have observed a marginal increase in lending rates with banks. May be due to internal / external cost pressure.

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                  • #11
                    Highly unlikely any rate cut. Any rate hike will affect heavily debt companies in a negative way.

                    Better to depend rupee now. According to one analyst, rupee is not dropping rapidly now as it has devalued twice over the last six years in addition to depreciation. At some point it has to go up because it already badly beaten down. In fact rupee is appreciating against other currencies such as NZD and AUD.
                    Last edited by MrGrowth; 09-09-2018, 09:05 AM.

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