BAIRAHA FARMS PLC & CEYLON GRAIN ELEVATORS PLC | Poultry Industry | Fundamental & Technical Analysis

[@dumindasanjaya85]

මම බලාපොරොත්තු වු වීඩියෝ එකක් ලබාදීම සම්බන්ධව ඔබට ස්තුතියි.

[@AjithKumaraHD]

I had GRAN at since 78 and exit more that 40% capital gain + dividend.... Thanks for the valuable Video.

[@cfsshowreel]

I had GRAN and TAFL and sold both counters with capital gains plus dividends. Not worrying about current price as I have had my profits. Also moved to much better counters. Never regrade your decisions. Move on ... 😁

[@tharinduweerasekarage194]

ඉතා හොඳ විග්‍රහයක්, නියමයි එත් මේ දෙකටම වඩා පහුගිය කාලවල ලාභ උපයපු tafl එකත් එකත් කලානම් වටිනවා. ස්තුතියි නැවත tafl එක ගැනත් යමක් සඳහන් කරන්න බලන්න, ජයෙන් ජය!

[@janakapriyantha1611]

Thank you...i had GRAN ,with some capital gain ,left from stock.

[@tharinduthiwankadesilva8103]

Thank you for the in depth analysis.

[@tharindurathnayake9345]

ඉතා වටිනවා..අපීම මේ වගේ analysis එකක් කර ගන්න බලනවනම් තොරතුරු අවුරුදු 5ක වගේ සොයා ගන්නා ක්‍රමය මොකක්ද?

[@investorthink]

Annual reports

[@channaholidays7198]

thank you so much mr, investor.

[@sankanuwan3319]

I sold GRAN after the last dividend @ 99.70 Now suffering about that decision ..... Thank you for sharing your knowledge to gather us knowledge .

[@kcherath]

I sold at 78 so be happy u weren't as stupid as I was.

[@tharinducaldera8237]

Very logical explanation. Thank you brother.

[@sandunk2003]

Good one ! Brother, but you should have included TAFL for your comparison. To my knowledge TAFL being a subsidiary of GRAN is not much applicable when we are looking to make an investment decision by trying to find out what is the best out of 3 companies in a sector. Hands down, TAFL is the most undervalued counter based on earnings at current trading prices ✌️

[@hafeeldeen8263]

Thanks bro for the insight ,

[@gayansupun3461]

LITE.N fundamental and technicle anlyse? Eke divend and right issue gena poddk pehedili krnna? ❤️

[@kurugunda]

Good one! Keep up educating! 👍

[@investorthink]

Thank you 👍👍👍

[@mageshwaranmathanlal6370]

Please do a video about RENUKA capitals and onally holding PLC

[@asankaamarasinghe2686]

Thank you

[@sithumdesilva850]

How about CIC current fundamental would be after subdivision ?

[@investorthink]

Fundamentals will not change largely, Anyhow did a video on the same kzbin.info/www/bejne/d6e8l5mVrKqYmNk

[@asankaishara]

Thank you..pls keep it up

[@champikadiwelgama1691]

Thank you sooooo much

[@chamindaarachchi5968]

thanks

[@samankumara-wz9jp]

Tks🧡

[@slalu.3604]

Thanks you so much

[@sameerarandika9591]

Sir Can you do a video regarding GLAS.. Everyone taking about this.. Also it's very better if you can do before Monday... Requesting only... Thank you for the support...

[@investorthink]

That would be too sensitive in this juncture

[@sameerarandika9591]

@@investorthink got it sir... As a new investor I just requested it... Thanks again... I really like your videos coz those are very clear and only for the learning purposes...

[@shalendra111]

Machan, think it would be helpful if you do a video analyzing EPF sales. As it seems to be effecting a few stocks.

[@MrSudsez]

June to September results are high because lots of people panic and reduced the fish usages . So in this period i think it was a one off effect which has impacted the results .so when forecasting the next quarter we shouldn't take this effect right ? Am i correct ? Would like to know your view on this

[@investorthink]

Could be, that's why I explained the reduced fish usage would probably be a short term thing. Anyhow we can't forget xmas seasonal demand.

[@MrSudsez]

@@investorthink Thanks . will keep in mind. and also thanks a lot for these videos . it has helped me a lot to understand company informations.

[@chnk1000]

Investor Think hello, this is a valid point but, like you said in the video their “cost of sales” will go up since corn is expensive in the local market. So for the next financial statement it affects. Which means NAV EPS goes down. Please correct me if I am wrong. I have learn a lot from your educational videos thank you for all your efforts.

[@SuperBladed]

Poultry industry are using import wheat as substitutes for chicken feeds which is 50% less than maize which was the main reason for cost of sales to reduce, this will have a positive impact going foward for this industry www.dailymirror.lk/business-news/Big-three-poultry-producers-to-cash-in-from-demand-supply-mismatch-post-lockdown/273-196265

[@sankanuwan3319]

අමු මාලු කාල පෙන්නුවට පස්සෙ මාත් විකුණල අයින් උනා.....😅😅

[@shaliniudeshika7032]

Pls analyse APLA too

[@mageshwaranmathanlal6370]

Why RENUKA capitals share price incresed by 50% sir?? please explain

[@investorthink]

probably due to the off board deal of Rs1.4Bn sale by Renuka of ON'ALLY HOLDINGS. Watch CSE Daily today

[@mageshwaranmathanlal6370]

@@investorthink thank you sir

[@shiranthapathirana7131]

Cic subdivision එක ගැන පැහැදිලි කරන්න පුලුවන්ද ?

[@investorthink]

Just uploaded kzbin.info/www/bejne/d6e8l5mVrKqYmNk

[@asankasanjeewe7920]

Tnx

[@nilankawijesooriya1470]

With in last 3 day can see some improvement in hotel sector..is there any reason for that?

[@investorthink]

Will try to analyse 👍👍

[@rps9226]

@@investorthink hotel can't get profits 2021FY..each horels avaragr 5to20Mn loss every months.

[@sleepingwind-meditationand5167]

These explanations are quiet good, but ignoring TAFL in the analysis is not acceptable. In fact, TAFL has more proven results and strong assets based and earning potentials compared to the other two and is highly undervalued at the movement. Comparison should be performed for all the companies (regardless of group or subsidiary since they all are listed) to get a clear idea of which stock more attractive at a given time. We are missing the best counter here I guess.

[@shakthiperera1846]

Thank you Do you think, still it’s ok to re-enter in this price levels. I know technically it’s in bullish Appreciate your honest opinion

[@sirilkularathna3116]

First like and comments

[@fingerbuy3798]

Minissu fish buy karana aka adui thama.chiken thama kanne godak aya dan😁

[@chamindahemal8398]

SING.N gena poddak kiyanna ? Ai price hike ekak yanne ? Is it safe to buy?

[@investorthink]

I did a video on SING analysing fundamentals and technicals. See If it helps. Fundamentals might not have largely changed, however technicals might have changed by now.

[@kasunchamika4152]

Cic එක ගැනත් කියන්න පුලුවන් ද

[@investorthink]

Will do

[@amanazavahir3351]

There are no any factors to going up of share. All the tourist hotels are closed.

[@amithshalika9234]

❤️❤️

[@sandyaramani6853]

Tafl will touch Rs250

[@xiaodre9845]

🤔

[@yasiruprabath4881]

❤️🇯🇵

[@rps9226]

Bairaha was rejected by people after Easter attacks due to Muslim ownership..Those sector performous will depends highly with tourism industry

[@SuperBladed]

Based on sept qtr report 2020 Bairaha has recorded highest sales growth compared previous sept qtrs mainly driven by local demand,revenue on the rise due to diverse product portfolio,

[@siswathwaguru2510]

1¹

[@lalithkumar7806]

It seems like video is too long. More than 21 minutes going. One can ague objective is to increase viewing time ...

[@investorthink]

If so it would be an irrational argument from my point of view. Sure I didn't discuss off the topic and its about a comparison of multiple companies.

[@investingSL]

If it’s too long for you, don’t watch it. PS. Thanks for the video

[@indikasampath1145]

Thanks