Very constructive discussion . All participants contributed equally very well. Thank you so much and look forward some more presentations of this sought.
@NKarunasinghe5 күн бұрын
Ceylico shares massively undervalued. CINS.X markets at 50% below CINS.N yet the company has massive earnings in lot of fields.(earnings will jump with vehicle insurance increases due to they being the market leader) Very difficult to manipulate the share because it’s ownership diluted with lot of share holders.
@eatsleeprepeat94225 күн бұрын
Yes please share your selections
@fahimmeerasahib48205 күн бұрын
Hi can you share tickers of that 30 to 40 shares?
@roshanperera31016 күн бұрын
Crazy 😂😂
@shamantharam84396 күн бұрын
Excellent discussion
@KumaraHamangoda-wb7wc6 күн бұрын
🤙
@AppleSriLanka6 күн бұрын
56:49 Different categories of forign investors are in to CSE, as economic conditions changes from distressed (currency crisis) to rating upgrades.
@sirajnazeef71316 күн бұрын
Good 🎉 information
@storyline71907 күн бұрын
I'm just came here to find information to Eng & IQ examination.but I think I found more than information.This is the right place..♥️I love KPMG ♥️
@sasithjayakody794417 күн бұрын
👍
@youtubeshadower403922 күн бұрын
I mean it’s not guaranteed for men to be egotistical about it. They also likely to take those negative statements about them and go. Ok👌I don’t care anymore. to put it. Simply “let it go” lol
@dilshangamage980Ай бұрын
Great discussion...!👍
@kataakshАй бұрын
Excellent discussion.
@susilaranasinghe5744Ай бұрын
🎉❤
@henujanrohanadasan2643Ай бұрын
Thank you for the video Echelon! Great video.
@dhanushkarajapakshe2860Ай бұрын
Cheers MD❤
@susilaranasinghe5744Ай бұрын
🎉
@Kannadiga321-r4nАй бұрын
Good video, hope this law implemented ASAP
@supermuslim8263Ай бұрын
14:20 the whole point of cash of delivery is to check the goods and pay .. what you are telling is illogical
@duskolalovic7996Ай бұрын
Please remove the music from the background. This is not an ad for a summer resort in Thailand.
@PrematillekeMawellaАй бұрын
For the old school of bankers and clients the new banking act has completely demolished their comfort zones and rather soft affiliations to zero. Thanks to the new act which gives revised definitions to bank lending gurus more responsible and accountability. If these regulations were stood earlier, no insolvency and no deep state economic executioners. Bank should now understand they borrow money from big or small clients calling them Deposits and lend that money to their elite class. That era has changed, because the change took place after 76 years removing dynasties of financial roughs including so called state owned but personally managed agencies ( Ex Sri Lankan Airlines) Due respect for these banking professionals, don't forget the 2008 banking crisis, Lehman brothers and also huge penalties made on Standard chartered. Your profit is not always not the deciding factor, please check how many banks in the EU and also in USA on the verge of collapse after Ukraine war,
@rikagunawardena3370Ай бұрын
Thanks for bringing these positive changes that are being brought about in the financial sector which would safe guard the economy and the ppl of our country
@kawinduekanayaka1829Ай бұрын
Very insightful 👌
@ITSKKPАй бұрын
32:08 agree
@ridmagamage3799Ай бұрын
Guys, Calling a bunch of people "Average" is a form of discrimination. Hope you would understand that!
@Touringlanka2 ай бұрын
Very good session. Thanks
@Honokaa652 ай бұрын
What is the downside of HNB ? There should be some if it is ignored by high profile investors having forward PBV of .34. .34 means, to rerated at average PBV of 1 time it has to be appreciate 2 times from current 230 to 690 by 460. Current NAV of HNB is 400. To achieve NAV at 2025 December it should earn Rs:290 per share. Hnb has over 100bn for Isb provisions. Overall 7% hair cut on ISBs meaning 85 bn overall or Rs:150 per share provisions will be released back to assets from provisions. Adding it to NAV 400 will increase NAV to 550. From where the rest of the 140 per share assets comes from ? Bul sit
@kalumkalum7865Ай бұрын
@Honokaa65 thank you for your analysis. Do you think it will appreciate to 500 at-least ?
@Honokaa65Ай бұрын
@@kalumkalum7865 I would say there is a probability to go past 500 than the possibility of not going past 500. Current NAV - 408. With the 7% hair cut and ignoring the day 1 loss there might be provision reversal and consent fee of 130 per share. They have more than USD 600mn ISBs. The past due interest for last 2 and half years will be back as new bonds after a 11% cut on accumulated interests. I don't know the rate of bonds but if we assume 6%, past due interests will be 90mn USD. After the haircut they will have a new USD 80 million (23Bn LKR) bond or 41 NAV per share. Totally NAV - 580. According to the assumptions from the experts in this discussion they think HNB net assets per share will be 690. (They might culculate on more info than us). Anyway It will take months to reach there. Keep until they release 2024 December quarter reports.
@DIULA123129 күн бұрын
7% haircut , you would consider NPV loss due to EDR . provision was 55% , I think Reversal amount would be 12-15% of this.
@kalumkalum786529 күн бұрын
@ thanks for your reply 🙂
@Honokaa6529 күн бұрын
@@DIULA1231 It is not correct. There is a local option for 30% with no hair cut. Since they have allocated 55% , reversal due to taking local option would return back 16.5%(30% * 55%) . Then the rest of the amount will have 7% haircut. Allocation of 55% is based on assumption of 28 - 35% haircut. Surely with increased ratings, NPV will be increased than default rating. Then consent fee of 1.8%. Then with getting out of default, SL has to pay due interest for 2 and half years since declaring bankruptcy. For bonds of 6% , the due interest will be around 15%. I don't know how you came up with 12-15% value. But according to my above calculations 16.5% + 1.8% + 14% = 33% will be provisioned back.
@vishvanathwickramesooriya68122 ай бұрын
ACL KCAB APLA CIND ... GRAN TAFL ... Earnings Growth + Low and No Debt .
@janakapriyantha16112 ай бұрын
Thank you all for brining us timely valuable discussion ..
@wijesiriupendra17512 ай бұрын
thank for all
@MrSudsez2 ай бұрын
Very informative session. Thanks all
@tablebook-dg6vh2 ай бұрын
go girls STEM
@WathsalaWathsala-ll3bt2 ай бұрын
❤
@DivagaraniM2 ай бұрын
❤
@DeSilva-b4c2 ай бұрын
Nishanthi's dedication to transforming the lives of children from broken homes is truly inspiring
Great innovative learning concept. Will create an exceptional opportunity for behavioural change.👍🏻👌👏🏻
@blessen92384 ай бұрын
It's just UPI
@kaichingtan31904 ай бұрын
Great achievements despite the contraints of country size , local markets , political and economic setbacks and the pandemic of Covid-19. We have a Singapore Sri Lanka JV with CBL for 30 years in packaging from scratch and Modern Pack Lanka is still growing to reach out to global markets too