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Asia Weekly 37

Asia Weekly 37

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Weekly Review by Asia Wealth Management Research
 
13
th
September 2013
Market Statistics
 
Major Price Movements
13-Sep 06-Sep % Chg.All Share Index 5,749.46 5,672.64 1.4S & P 3,176.74 3,177.17 0.0Banking & Finance 12,418.53 12,377.26 0.3Food & Beverage 19,669.14 19,499.08 0.9Diversified 1,698.00 1,668.56 1.8Hotels & Travels 3,148.70 3,117.65 1.0Telecommunication 155.51 151.47 2.7Manufacturing 2,806.36 2,694.35 4.2Market Capitalisation (LKR bn) 2,368.10 2,336.40 1.4(USD bn) 17.93 17.77 0.9Turnover (LKR mn) 3,494.30 1,728.50 102.2(USD mn) 26.46 13.14 101.3Average Daily Turnover (LKR mn) 698.90 345.70 102.2Volume (mn shares) 150.50 137.10 9.8Foreign Purchases (LKR mn) 1,867.65 692.84 169.5Foreign Sales (LKR mn) 992.21 729.75 36.0
 
In This Issue;
The Bourse revives along with renewed confidence by
foreigner investors…
Colombo bourse which gathered momentum towardsmid-week ended the week with mixed reactionswhere the S&P 20 index remained virtually flat. 
Pg 02 
 Colombo
Bourse’s Billion Rupee Club
 
Table below shows the members who have qualified to
be a part of ‘Asia Wealth Research’s Billion Rupee Club’.
 
Pg 03 
Analysis of Various Warrants Listed on CSE
Pg 04 
 
Commodity Prices
Pg05 
 
Large scale transactions boost week’s activities……..
 
The week opened the floor for trading activities on anegative note; however both the indices gathered momentumrom Tuesday amidst the appreciation of LKR......
Pg07 
 
Company Price +/-LKR +/- %
Blue Diamonds 2.6 0.9 52.9Pch Holdings 1.3 0.4 44.4Central Investment & Finance 1 0.3 42.9Blue Diamonds (Non-voting) 1.1 0.3 37.5Pc House 0.9 0.2 28.6Sampath Bank 175.9 -9.1 -4.9Kuruwita Textiles 19.2 -1.6 -7.7Asia Siyaka Commodities 2.7 -0.3 -10.0Dunamis Capital 11.1 -1.4 -11.2Seylan Merchant Bank (Non-voting) 0.3 -0.1 -25.0
ASI Daily Closing
Company Volume
Pc House 15,865,446Central Investment & Finance 15,313,303Blue Diamonds (Non-voting) 14,581,815John Keells Holdings 9,943,047Touchwood 9,185,193Blue Diamonds 7,145,895Seylan Merchant Bank 6,354,741Panasian Power 5,689,430Pch Holdings 5,351,142Pc Pharma 2,553,377
Major Price MovementsLarge Trades
   V  o   l  u  m  e   3   7
 
F
ocus
Weekly Review by Asia Wealth Management Research
Colombo Stock Market
02004006008001,0001,2001,4005,4005,5005,6005,7005,8005,9006,00027-Aug28-Aug29-Aug30-Aug2-Sep3-Sep4-Sep5-Sep6-Sep9-Sep10-Sep11-Sep12-Sep13-Sep
Turnover ASI closing
(LKR mn)(ASI)
 
Weekly Review by Asia Wealth Management Research
 
13 September 2013
2
 
A member of Asia Capital Group
The Bourse revives along with renewed confidence by foreigner investors…
Colombo bourse which gathered momentum towards mid-week ended the week with mixed reactions, where the S&P 20index remained virtually flat. The ASI gained 76.8points WoW to close at 5,749.5 points (+1.4%), whilst the S&P SL20Index lost a mere 0.4 points WoW to close flat at 3,176.7 points (-0.0%). Benchmark index edged up mainly on the back of gains made by
Ceylon Tobacco Company
(+2.8% WoW),
Carson Cumberbatch
(+5.9% WoW),
Sri Lanka Telecom
(+4.4% WoW),
Commercial Leasing and Finance
(+11.4% WoW) and
Ceylinco Insurance
(+10.0% WoW).The Colombo Bourse initiated the week on a bear run dragging down the YTD return to a negative 0.7%, whilst it pickedup gradually towards mid-week to end on a positive note. Despite the benchmark index gaining four days consecutively, itstill remained well below its psychological 6,000 mark. Meanwhile, market activities accelerated during this week, backed by institutional and high net worth interest mainly focused on selected blue-chip counters. Further market witnessedrenewed foreign interest, as they became net buyers during the week, bringing the YTD net foreign inflow nearing to LKR c.20.0bn.
John Keells Holdings, Lion Brewery, SampathBank etc
were believed to be gathering foreign interest thoughout the week.
John Keells Holdings
emerged
as the top contributory counter towards the week’s turnover with
a turnover exceedingLKR 2.0bn contributing 60% to the
week’s turnover tally. Few crossings along with several block deals on the normal board drove up the counter’s turnover. In addition, few crossings on
Sampath Bank 
and
Ceylon Guardian Investments
 together with few block deals witnessed on
Commercial Bank 
on the normal board also gave a boost to the daily activities.Trading suspended,
Touchwood Investments
which was under investigations by the SEC of Sri Lanka, commenced tradingon Friday, and witnessed over 9.1mn shares being traded to end the week at LKR 1.90 with a price gain of c.46.2%. Inaddition, troubled finance company
Central Investments and Finance
was amongst the highest traded counters during theweek with a cumulative share volume of over 15.3mn.The company according to the press is logged with 44 court cases bythe fraud bureau. Moreover, retail investor participation was also predominately focused on small cap counterssuch as
PCHouse
and
Voting& Non-voting shares of Blue Diamonds.
The week saw foreign purchases amounting to LKR 1,867.7 mn whilst foreign sales amounted to LKR 992.2mn. Marketcapitalisation stood at LKR 2,368.1bn and the YTD performance is 1.9%. 
Highlights for the week 
 
Weekly Review by Asia Wealth Management Research
 
13
th
September 2013
3
 
A member of Asia Capital Group
Table below shows the members who have
qualified to be a part of ‘
 Asia Wealth Research’s Billion Rupee Club’ 
. Theeligibility criteria lie with their earnings reaching LKR1 bn mark. The list will be refreshed on a quarterly basis identifyingthe new qualifying members whilst eliminating the disqualifying.
Company Code Price ROE BVPS Net Profit TrailingEPSTrailingPEPBV Mkt Cap MnJOHN KEELLS HOLDINGS JKH N 209.50 13.37% 105.70 12,128.76 14.14 14.8 2.0 179,734.64COMMERCIAL BANK [V] COMBN 113.50 16.60% 65.48 9,223.20 10.87 10.4 1.7 90,138.64COMMERCIAL BANK [NV] COMBX 88.40 16.60% 65.48 9,223.20 10.87 8.1 1.4 4,821.62 NDB NDB N 143.00 36.44% 146.30 8,780.61 53.31 2.7 1.0 23,551.10CEYLON TOBACCO CTC N 1120.00 170.01% 26.91 8,570.00 45.75 24.5 41.6 209,802.60HNB [V] HNB N 150.00 15.29% 135.42 8,256.99 20.70 7.2 1.1 47,826.53HNB [NV] HNB X 111.00 15.29% 135.42 8,256.99 20.70 5.4 0.8 8,884.56DIALOG TELEKOM DIALN 8.10 22.16% 4.55 8,217.73 1.01 8.0 1.8 65,964.61 NDB CAPITAL CDICN 455.00 131.15% 164.67 7,106.35 215.97 2.1 2.8 14,971.74DISTILLERIES DISTN 182.20 11.31% 167.97 5,701.10 19.00 9.6 1.1 54,660.00SRI LANKA TELECOM SLTLN 40.00 9.00% 30.65 4,977.00 2.76 14.5 1.3 72,194.40CARSON CUMBERBATCH CARSN 379.00 13.32% 179.38 4,691.88 23.89 15.9 2.1 74,430.64BUKIT DARAH BUKIN 660.00 13.94% 320.74 4,562.19 44.73 14.8 2.1 67,320.00LANKA IOC LIOCN 26.00 28.28% 27.00 4,066.59 7.64 3.4 1.0 13,845.78SAMPATH BANK SAMPN 175.90 14.54% 166.73 4,065.97 24.24 7.3 1.1 29,508.46 NESTLE LANKA NESTN 2,000.00 134.24% 47.82 3,449.27 64.20 31.2 41.8 107,450.93DFCC BANK DFCCN 118.20 9.40% 137.93 3,436.26 12.96 9.1 0.9 31,334.55OVERSEAS REALTY OSEAN 16.70 14.96% 26.91 3,394.56 4.02 4.1 0.6 14,086.19AITKEN SPENCE SPENN 113.30 11.67% 69.50 3,293.21 8.11 14.0 1.6 45,999.35CENTRAL FINANCE CFINN 182.00 17.47% 168.24 3,082.42 29.39 6.2 1.1 19,088.77
PEOPLE’S LEASING
PLC N 13.60 15.98% 11.99 3,027.00 1.92 7.1 1.1 21,486.13TAPROBANE HOLDINGS TAP N 3.90 83.67% 4.03 2,469.72 3.37 1.2 1.0 2,858.50CHEVRON LUBRICANTS LLUBN 270.00 47.58% 42.48 2,425.77 20.21 13.4 6.4 32,400.00CEYLON GUARDIAN GUARN 178.00 14.31% 184.30 2,164.39 26.36 6.8 1.0 14,613.22HAYLEYS HAYLN 293.00 9.07% 301.84 2,054.33 27.39 10.7 1.0 21,975.00SEYLAN BANK [V] SEYBN 61.00 10.02% 58.97 2,037.51 5.91 10.3 1.0 10,734.62SEYLAN BANK [NV] SEYBX 30.20 10.02% 58.97 2,037.51 5.91 5.1 0.5 5,103.29CEYLINCO INSURANCE [V] CINSN 1297.00 14.26% 534.67 2,013.84 76.24 17.0 2.4 25,940.00CEYLINCO INSURANCE [NV] CINSX 385.00 14.26% 534.67 2,013.84 76.24 5.0 0.7 2,469.57 NATIONS TRUST BANK NTB N 58.00 18.91% 45.93 2,002.33 8.68 6.7 1.3 13,375.22LOLC LOLCN 50.00 9.57% 43.63 1,984.58 4.18 12.0 1.1 23,760.00AIT. SPENCE HOTEL HOLD. AHUNN 67.50 14.66% 37.98 1,872.31 5.57 12.1 1.8 22,699.58CEYLON COLD STORES CCS N 149.90 20.38% 94.23 1,825.04 19.20 7.8 1.6 14,246.50ASIRI SURGICAL AMSLN 10.10 49.79% 6.60 1,737.71 3.29 3.1 1.5 5,337.42RICHARD PIERIS RICHN 6.20 19.89% 4.22 1,642.37 0.84 7.4 1.5 12,140.14C T HOLDINGS CTHRN 139.00 9.55% 92.61 1,619.01 8.84 15.7 1.5 25,450.52UNITED MOTORS UML N 106.00 20.77% 115.18 1,608.90 23.92 4.4 0.9 7,130.31HEMAS HOLDINGS HHL N 31.00 12.93% 24.01 1,600.04 3.11 10.0 1.3 15,974.01LB FINANCE LFINN 105.00 28.11% 80.43 1,565.67 22.61 4.6 1.3 7,272.00DIPPED PRODUCTS DIPDN 99.00 21.75% 118.73 1,546.08 25.83 3.8 0.8 5,926.29TOKYO CEMENT [V] TKYON 23.00 18.56% 23.32 1,446.24 4.33 5.3 1.0 5,123.25TOKYO CEMENT [NV] TKYOX 20.70 18.56% 23.32 1,446.24 4.33 4.8 0.9 2,305.46ROYAL CERAMICS RCL N 83.00 16.84% 75.67 1,411.71 12.74 6.5 1.1 9,195.52CEYLON INVESTMENT CINVN 76.00 14.83% 91.05 1,330.28 13.50 5.6 0.8 7,487.13LAUGFS GAS LGL N 27.40 20.30% 15.96 1,254.18 3.24 8.5 1.7 9,179.00LAUGFS GAS [NV] LGL X 20.10 20.29% 15.96 1,253.84 3.24 6.2 1.3 1,045.20COLOMBO DOCKYARD DOCKN 199.90 12.00% 142.76 1,230.80 17.13 11.7 1.4 14,364.60VALLIBEL ONE LIMITED VONEN 15.00 3.81% 28.51 1,181.31 1.09 13.8 0.5 16,298.39CEYLON TEA SERVICES CTEAN 639.00 14.48% 402.82 1,166.67 58.33 11.0 1.6 12,780.00BROWNS BRWNN 90.00 7.59% 212.47 1,142.21 16.12 5.6 0.4 6,378.75EXPOLANKA HOLDINGS EXPON 7.00 11.75% 4.79 1,099.94 0.56 12.4 1.5 13,684.41TEXTURED JERSEY TJL N 13.80 17.53% 9.45 1,084.85 1.66 8.3 1.5 9,039.03TRANS ASIA TRANN 81.90 17.82% 28.88 1,029.09 5.15 15.9 2.8 16,380.00LION BREWERY LIONN 400.00 17.36% 73.47 1,020.18 12.75 31.4 5.4 32,000.00
Colombo Bourse’s Billion Rupee Club
 

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