Weekly Plus - 2013 Issue 07 (15.02.2013)

7/29/2019 Weekly Plus - 2013 Issue 07 (15.02.2013)

1/14

2013 Issue 07 Week Ending 15-02-2013

Weekly Market Wrap UpStat Page Pg 02

Weekly Stock Trends Pg 03

Week in BriefMacro-economic woes outweigh the positive earnings flow as the marketsentimentsweakens

Pg 03

S&P SL20 Watch Pg 04

Local Economy in BriefCurrency Moves Pg 05

Inflation & Interest Rates Pg 06

Colombo Tea Auction Pg 06

Tourism Pg 06

Global Market

Equity Market Outlook Pg 07

Global Commodity Trend Pg 08

Research Chat:Textured Jersey [TJL: LKR10.1] -ACCUMULATE Pg 09 Pg 11

Our Core Coverage Pg 12 Pg 13


2/14

Current WoW %

ASPI 5830.26 -0.3%

S&P SL20 3274.25 0.1%

Turnover (LKR 'bn) 2,465.7 -51.7%

Volume ('mn) 96.8 -48.2%

Market Cap. (LKR 'bn) 2,239.8 -0.3%

LKR ('mn) Current WoW %

Foreign Purchases 871.5 -71.3%

Foreign Sales 882.3 -73.0%

Net Foreign Inflow -10.8 -95.4%

Foreign Participation 37% -31.9%

Net Foreign -935 -11

Current WoW %

PER 16.5 -0.3%

PBV 2.1 -0.3%

DY 2.3 0.0%

Current WoW %

BANKS FINANCE & INS. 12,174.2 1.0%

BEV. FOOD & TOBACCO 15,675.1 1.8%

CHEM. & PHARMA. 7,167.8 3.4%

CONS. & ENG. 2,610.9 1.2%

DIVERSIFIED 1,821.1 1.4%

HEALTH CARE 582.1 1.1%

HOTELS & TRAVELS 3,554.3 1.7%

JKH 175.7 0.2% HNB (+) -3.00% LAND & PROPERTY 506.0 3.2%

SAMPATH (+) 138.0 4.96% UNION BANK (+) -2.08% MANUFACTURING 2,606.0 1.2%

DIALOG (+) 99.3 0.14% AITKEN SPENCE -0.14% MOTORS 15,430.7 2.5%

NESTLE (+) 55.0 0.07% CENTRAL FINANCE -1.00% PLANTATIONS 808.2 0.9%

COMMERCIAL BANK (+) 51.7 0.19% SUNSHINE HOLDING -1.25% TELECOM 163.5 1.3%

3271.25

5,103.5

16.6

2.1

2.3

Previous

12,051.5

15,397.6

-234.1

55%

3,033.3

3,267.3

186.8

2,247.6

Previous

-283.7

-53.5

-32.0

-22.6

-16.2

-234

800.8

161.4

Change in Foreign Holding

Decline in

Value

LKR 'mn

Decline in Foreign Holding

Growth in

Foreign

Holding

Growth in

Value

LKR 'mn

Growth in Foreign Holding

2,580.3

1,796.8

575.6

6,934.3

-420

490.4

Weekly Stat Page

Previous

Weekly Market Statistics

Weekly Foreign Flow

Weekly Market Valuations

Weekly Sector Statistics

Decline in

Foreign

Holding 3,493.7

2,576.4

15,058.4

Previous

5850.67

5,650

5,700

5,750

5,800

5,850

5,900

Daily Index Movement

ASPI

0

50

100

150

200

250

300

350

0

2,000

4,000

6,000

8,000

10,000

25-Jan 1-Feb 8-Feb 15-Feb

('Mn)

LKR('Mn)

Weekly Turnover and Volume

Turnover (LHS) Volume (RHS)

0

1,000

2,000

3,000

4,0005,000

6,000

25-Jan 1-Feb 8-Feb 15-Feb

LKR('Mn)

Weekly Foreign Purchases and Sales

Foreign Buying Foreign Sales

0%

10%

20%

30%

40%50%

60%

70%

80%

Daily Foreign Activity

Fo re ign A ctivity Line ar (Foreign Activity)

Page | 2


3/14

Company Current Previous WoW % Volume

MET. RES. HOL. 25.20 20.70 21.74% 128,938

SERENDIB LAND 1,775.00 1,500.00 18.33% 35

HAYLEYS FIBRE 33.80 30.00 12.67% 61,344

COMM LEASE & FIN 4.20 3.80 10.53% 3,572,919ORIENT FINANCE 15.60 14.20 9.86% 28,224


SHALIMAR 804.00 1,000.00 -19.60% 79

CEYLON PRINTERS 1,280.00 1,550.00 -17.42% 39

ABANS FINANCIAL 31.00 37.00 -16.22% 2,206

BAIRAHA FARMS 127.00 147.00 -13.61% 100,150

HYDRO POWER 6.00 6.90 -13.04% 597,828


HNB 148.90 149.10 -0.13% 3,612,233

SAMPATH 240.10 238.00 0.88% 1,479,439

JKH 230.10 230.00 0.04% 1,468,910

TEXTURED JERSEY 10.20 9.90 3.03% 20,402,169

COMMERCIAL BANK 109.00 111.20 -1.98% 1,577,985


BROWNS INVSTMNTS 3.40 3.50 -2.86% 38,286,721

TEXTURED JERSEY 10.20 9.90 3.03% 20,402,169

FREE LANKA 2.50 2.50 0.00% 11,502,993

UNION BANK 15.80 15.50 1.94% 5,349,620

SWARNAMAHAL FIN 3.70 3.50 5.71% 4,009,842

2,051,617

14,484,342

Weekly Top Gainers

Weekly Stock Trends

Turnover

3,077,418

62,125

Week in Brief

353,653,682

338,657,989

196,460,992

174,043,189

Turnover

143,502,236

196,460,992

28,812,250

84,757,250

Weekly Top Losers

Weekly Top Performers

Weekly Top Volume

426,986

3,826,650

Turnover

528,352,299

Turnover

13,539,533

68,051

50,573

74,837

15,122,829

Macro-economic woes outweigh the positive earnings flow as

the market sentiments weakens'

Colombo bourse concluded the trading week on a rather slow note with benchmark index registering marginal dips most

of the trading days whilst the overall participatory levels too was seen dying down gradually. The momentum gathered

towards latter trading days of the previous week, was disturbed with the announcement of the withdrawal of IMF

extended facility and them pointing that Central Bank should keep policy rates on hold till inflationary pressure eases on

Tuesday. The said developments created concerns among investors in particular with the possible impact on interest rate

movement where the IMF warning on government revenue falling below targets added to the woes. The macro-economic

concerns outweighed the positive earnings announcements as the investors preferred to adopt a wait and see approach

with the said developments. Following relatively weak sentiments the ASPI concluded the week with a 21.1 point WoW

dip, where the average weekly turnover dropped to LKR614.8 mn. However undisturbed foreign buying into steady lot

assisted the S&P SL20 index to conclude the week with a 8.3 point WoW advance.

S&P SL20 index in brief: The index extended gains with strong contributions from Aitken Spence Hotel Holdings, Samapth

Bank, Dialog Axiata and Nestle (Lanka).

Hatton National Bank leads the turnover for a 2 nd consecutive week: Banking sector continued to dominate turnover

with Hatton National Bank stealing the top slot for a 2 nd consecutive week amidst continued heavy foreign investor

interest. The counter continued to record off-market deals totalling to 3.3 mn shares dealt in 2 crossings at prices

LKR145.0 & LKR147.0. The counter closed the week with a marginal WoW dip at LKR148.9.

Crossings in Sampath Bank, Union Bank, Browns Investments, Central Finance, Textured Jersey, Nestle (Lanka) and

Richard Pieris: Interest extended in Sampath Bank as it recorded 3 more crossings totalling to 515k shares at LKR239.0 on

Thursday. The counter renewed its 52-week high at LKR240.3 on Monday, yet lost some grounds amidst some profit

taking to touch a low of LKR230.5. However it recovered strong as it renewed its 52-week high again at LKR242.0 on

Friday following announcing its first & final dividend of LRK12.0 per share where it closed the week with a 0.9% advance at

LKR240.1. Renewed play was visible in Textured Jersey and Union Bank recording a crossing each. Renewed participation

was also witnessed in Browns Investments & Richard Pieris as the former emerged to record 2 blocks carrying c.29 mn

shares at LKR3.8. The c ounter touched a high of LKR3.7, before closing at LKR3.4 with a 2.9% depreciation. The latter saw

a block of c.3.1 mn shares at LKR7.1 on Friday.

Large on-board trades:Hatton National Bank, John Keells Holdings, Aitken Spence, National Development Bank, Dialog

Axiata, Royal Ceramics, Sampath Bank and Browns Investment witnessed prominent on-board interest registering large

trades during the week.

Retail Participation: Retail activity continued to remain weak with some interest been notable in counters including

Colombo Land & Building, Kegalle Plantations, Lanka Ventures, Waskaduwa Beach Resort, Kalpitiya Beach Resort,

Environmental Resources Investment, Bairaha Farms, Free Lanka Capital Holdings, Sw arnamahal Financial Services, PC

House and Touchwood.

Week registers a Net Foreign Outflow of LKR11: Foreign participation weighed heavier on the selling side with total

foreign buying adding to LKR871.5 mn with notable interest in Dialog Axiata, John Keells Holdings, Sampath Bank, Union

Bank, Commercial Bank, Colombo Dockyard and Pan Asia Bank. Foreign sales accumulated to LKR882.3 mn with

considerable outflows in Hatton National Bank, Aitken Spence, Textured Jersey, National Development Bank and Union

Bank.

Page | 3


4/14

DIVIDENDS

RIGHTS ISSUE

Kotagala Plantations

Chilaw Finance

S&P SL20 Companies Current Previous WoW % Pelwatte Sugar

JOHN KEELLS HOLDINGS 230.10 230.00 0.04% ###

COMMERCIAL BANK 109.00 111.20 -1.98% ###THE BUKIT DARAH 729.90 703.50 3.75% SCRIP DIVIDEND

HATTON NATIONAL BANK 148.90 149.10 -0.13%

CARSONS CUMBERBATCH 458.00 456.00 0.44%

SAMPATH BANK 240.10 238.00 0.88%

CEYLON TOBACCO COMPANY 828.80 839.00 -1.22%

DFCC BANK 125.90 127.10 -0.94% CAPITALIZATION OF RESERVES

AITKEN SPENCE 125.00 126.70 -1.34%

NATIONAL DEVELOPMENT BANK 152.20 153.40 -0.78%

C T HOLDINGS 140.00 134.10 4.40%

DISTILLERIES 185.00 183.50 0.82%HAYLEYS 302.20 300.00 0.73% SUBDIVISION OF SHARES

CHEVRON LUBRICANTS LANKA 217.50 224.90 -3.29%

DIALOG AXIATA 9.50 9.20 3.26%

CARGILLS (CEYLON) 153.00 150.00 2.00%

AITKEN SPENCE HOTEL HOLDINGS 76.30 74.10 2.97% CONSOLIDATION OF SHARES

NESTLE LANKA 1,627.70 1,625.00 0.17%

ASIAN HOTELS & PROPERTIES 71.00 72.00 -1.39%

SRI LANKA TELECOM 43.00 43.90 -2.05%

0

19-02-2013

25-03-2013

to be notified

28-03-2013

4.00

5.00

0.65

2.50

2.75

00

Delayed

0

08-04-2013

Renunciation

0

XR Date

Dates

06-03-2013

07-03-2013

08-04-2013

Commercial Credit and Finance 01 for 10.9037

Company Proportion EGM Date XC Date

0-Jan-19000-Jan-1900

07:10 14-12-2012

0-Jan-1900

0-Jan-1900

0

0

18-02-2013

Company Proportion

0-Jan-19000-Jan-1900

0-Jan-1900

EGM Date Trading Date

Textured Jersey Lanka PLC

Access Engineering PLC

C.T. Land Development PLC

18-02-2013

18-02-2013

19-02-2013

28-02-2013

28-02-2013

26-02-2013

Payment

National Development Bank PLC

C. T. Holdings PLC

174,043,18946,667,489

06-03-2013

XD Date

Aviva NDB Insurance PLC

HNB Assurance PLC

0.25

0.80

0

Amaya Leisure PLC

Turnover

338,657,989

Company Proportion

Announcements

Company Dividend (LKR)

26-02-2013

26-02-2013

28-02-2013

28-03-2013

0.66

XD DateEGM DateProportionCompany

0-Jan-1900

0-Jan-1900

S & P SL20 Debrief

528,352,299

22,652,782

353,653,682

14,305,635

01 for 33.12464926213 28-03-2013 01-04-2014Sampath Bank

0-Jan-1900

0-Jan-1900

Delayed

01 for 04 @ LKR45.0

01 for 07 @ LKR10.0

01 for 04 @ LKR18.0

9,677,140

to be notified

0-Jan-1900 0-Jan-1900

26,501,857

0-Jan-1900 0-Jan-1900 0-Jan-1900 0-Jan-1900

Company Proportion EGM Date Trading Date

Colonial Motors

39,407,619

81,802,276

10,703,020

3,223,171

7,287,726

109,685,566

1,880,178

38,506,499

65,173,905

4,402,805

632,566

0-Jan-1900 0-Jan-1900

Dates

0 0

0-Jan-1900 0 0

3,050

3,100

3,150

3,200

3,250

3,300

Daily Index Movement

S&P SL20

Page | 4


5/14

Local Economy

CURRENCY MOVES

123124

125126127128129130131

LKR USD : LKR

1.20

1.30

1.40

1.50

1.60

1.70

LKR Japanese Yen : LKR

162164

166

168

170

172

174

LKR EURO : LKR

98

100

102

104

106

108LKR Singapore Dollar : LKR

185190

195

200

205

210

215

LKR GBP : LKR

2.242.262.282.302.322.34

2.362.382.40LKR Indian Rupee : LKR

"Sri Lanka's economy is expected to grow 6.25% in 2013 after dipping to 6.0% in 2013, with high

inflation reducing space for monetary easing, the International Monetary Fund said. "The recovery will

be constrained by high inflation which limits room for near term monetary easing," IMF mission team

leader John Nelmes said."

Page | 5


6/14

BALANCE OF TRADE TOURISM

For the Month Ending: Dec-12 For the Month Ending:

Dec-12 Nov-12 MoM % Dec-11 2012 2011

Exports 871 828 5% 933 Dec-12 122,252 97,517

Imports 1,512 1,821 -17% 1,876 YTD 1,005,605 855,975

Balance of Trade -641 -993 35% -943

COLOMBO TEA AUCTION STATISTICS

Sale of Sale of

06-Feb-13 30-Jan-13 WoW %

High Grown 413.48 417.47 -0.96%

Mid Grown 371.14 378.39 -1.92%

Low Grown 418.57 437.14 -4.25%

Total 410.82 424.62 -3.25%

COLOMBO RUBBER AUCTION STATISTICS

For the Month Ending: Jan-2013

Dec-12 Jan-13 Basis Points Sale of Sale of

Point to Point 9.2% 9.8% -60 08-Feb-12 31-Jan-12 WoW %

Annual Average Change 7.6% 8.1% -50 RSS 1 390.00 380.00 2.63%

1-Yr T-Bill 11.38% 11.11% 27 Brown Crepe 1X 400.00 395.00 1.27%

Sale of

29-Jan-12

Corres. 2012

2.90%

WoW %

-19%

32%

329.59

298.09

352.24

338.94

Local Economy

Elevation

Dec-12

INFLATION & INTEREST RATE

25%

17%

21.21%

9.59%

379.00

365.00

YoY %

-7%

Elevation

25.45%

24.51%

18.83%

YoY %

Change %

-1,200

-800

-400

0

400

800

1,2001,600

2,000

Balance of Trade

Exports Imports Balance of Trade

20,000

40,000

60,000

80,000100,000

120,000

140,000

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Tourist Arrivals

2009 2010 2011 2012

2%

4%

6%

8%

10%

12%

14%

Jan-13Nov-12Sep-12Jul-12May-12Mar-12Jan-12

Inflation and Treasury Bill Rate

1-Yr T-Bill Point to Point Annual Average Change

Page | 6


7/14

Global Markets

EQUITY MARKET OUTLOOK

Cotton harvests are heading for the biggest drop in more than two decades as farmers from the US to

India reduce planting and China increases demand for higher- quality imports. Crops will tumble 11%,

the most since 1993, to 23.2 million metric tons in the year beginning Aug. 1, data from the

International Cotton Advisory Committee show..

12,000

12,500

13,000

13,500

14,000

14,500

Index Dow Jones Industrial Average

5,400

5,600

5,800

6,000

6,200

6,400

Index FTSE 100 Index

1,300

1,350

1,400

1,450

1,500

1,550

Index S&P 500 Index

7,000

8,000

9,000

10,000

11,000

12,000Index Nikkei 225

2,300

2,400

2,500

2,600

2,700

2,800Index EURO STOXX 50 Price EUR

20,000

21,000

22,000

23,000

24,000Index Hong Kong Hang Seng Index

Page | 7


8/14

WTI Crude USD/bbl 96.80 0.7%

Gold USD/t oz. 1,628.70 -2.6%Copper USd/lb. 375.60 0.5%

Cotton USd/lb. 82.56 1.1%

Wheat USd/bu. 745.50 -1.7%

96.15

81.65

758.25

Commodity This Week Last WeekWoW

Change

1,671.40373.80

GLOBAL COMMODITY TREND

Global Markets

75

80

85

90

95

100

USD/bbl

WTI CRUDE FUTURE

65

70

75

80

85

USd/lb. COTTON NO.2 FUTURE

1,550

1,600

1,650

1,700

1,750

1,800

USD/t oz.

GOLD 100 OZ FUTURE

0

200

400

600

800

1,000

USd/bu. WHEAT FUTURE(CBT)

330

340

350

360

370

380

USd/lb.

COPPER FUTURE

Page | 8


9/14

Softlogic Equity ResearchPage | 9

Lower yarn costs & other cost savings trigger earnings to grow by a solid 95% YoY

Textured Jersey [TJL LKR10.1], Sri Lankas leader in cotton blended fabrics recorded a striking 95% YoY growth in earnings during 3QFY13, with cumulative

earnings for the 9 months surpassing FY12s full year net earnings of LKR628 mn to LKR694 mn. The solid growth in earnings du ring the quarter underreview was primarily driven by strong order books during 3QFY13 from its top client portfolio, lower yarn costs and the rupee depreciation.

TJL concluded 3QFY13 with a marginal 7% YoY decline in revenue

reasoned primarily by lower average selling prices on a YoY basis which resulted

from relatively lower yarn costs. Nevertheless, Innovative and responsive product

realignment strategies and strong order books driven by diversifying its key client

portfolio consisting of some of the worlds most high profile brands; Victorias

Secret, Marks & Spencer, Intimissimi and Decathlon coupled with an enhanced

product range assisted improved volumes during 3QFY13 justifying the QoQgrowth of 20% in revenue.

TJL benefits from the currency deprecation resulting from its dollar dominated sales. The

rupee dipped to LKR129.0 levels against the USD during 3QFY13 on average from LKR112.6 during the

comparative quarter.

TJL

encountered a staggering growth in its GP margin during 3QFY13 primarily stemming from lower yarn

costs. Yarn costs declined resulting from lower cotton prices as global cotton prices dippedapproximately 21% YoY in the quarter under review to an average of USD0.82/Pound from an

average of USD1.04/Pound in the comparative quarter. Further, the decline in depreciation

expenditure due to a portion of its plant and machinery having ended its period of full depreciation

aided the growth in gross margin during 3QFY13.

Cotton prices declined 16% YoY during 1-3QFY13 in

the global market

Source: www.indexmundi.com

LKR ('mn) 3QFY13 3QFY12 YoY (%) 2QFY12 QoQ (%) 1-3QFY13 1-3QFY12 YoY (%)

Revenue 2,855 3,072 -7% 2,381 20% 7,846 9,147 -14%

Gross Profit 460 367 26% 210 119% 955 816 17%

Operating Profit 354 227 55% 150 136% 667 464 44%

Net Profit 365 187 95% 157 133% 694 409 69%

EPS (LKR) 0.56 0.29 95% 0.24 133% 1.06 0.62 69%

Quarterly Performance 9 Months Performance


10/14


TJL witnessed a 23% YoY dip in administration costs and

a 24% YoY dip in distribution costs during the quarter under review aiding cumulative operating costs during 1-3QFY13 to decline by 18% YoY justified by

lower bank charges due to working capital efficiency, lower revenue taxes stemming from the marginal decline in revenue during 3QFY13 and provision

reversals. As a result its operating profit surged 55% YoY to LKR354 mn during 3QFY13 against LKR227 mn during the comparative quarter while operating

profit for 1-3QFY13 registered LKR667 mn (+44% YoY).

Driven by its strong balance sheet position encompassing zero

long term borrowings and a significant reduction in short term borrowings from LKR1.4 bn to a mere LKR53 mn during 3QFY13, TJL recorded a net financeincome of LKR11 mn (-128% YoY) in 3QFY13, enhancing cumulative net finance income to LKR26 mn (-148% YoY). Looking forward, the pressure on finance

cost burden for TJL would remain eased during the upcoming period justified by its robust working capital management and liquid cash management as its

cash balance as at 31st

December 2012 reads LKR2 bn.

Reasoned by substantial

improvement in GP margins led by lower yarn costs coupled with the considerable savings in finance and operating costs, TJL recorded a staggering growth in

earnings totaling LKR365 mn (+95% YoY) in 3QFY13 against LKR187 mn during 3QFY12. Consequently its NP margin improved to 12% during 1-3QFY13 from

9% during the comparative period.

A marginal 5% dip in volume has been incorporated into

FY13E forecasts considering relatively weaker volumes in 2HFY13. However strong order books during 3QFY13 are likely to prevail in 4QFY13 as well resulting

in a lesser dip in full year volumes by 5%. A volume growth of 5% is projected for FY14E on a conservative note backed by expected recovery in the global

economy and the diversification of TJLs key client portfolio.

Cotton prices are expected to stabilize during the rest of FY13 at current levels backed by building up of

world cotton inventories, supporting TJL in sustaining gross margins in 4QFY13 where we expect a 100 bps improvement in gross margin for FY13E . On aconservative note a 10% increase in cotton prices have been incorporated for FY14E where we expect TJL to pass on these costs to consumers via higher

prices leading to sustained gross margins in FY14E.

A routine expansion involving enhancing the capacity of TJLs existing facility by 8 -10% is scheduled to be completed by March 2013, with its impact

stemming in from early FY14.

TJLs energy cost component will be largely mitigated via the strategic initiative of constructing of a 1.5 MW coal power pla nt costing approximately

USD3.1 mn which commenced during the quarter and is scheduled to be commissioned by 2HFY14. Its benefit has been partially factored into our


11/14


forecasts from 4QFY14 on a conservative basis while its full impact will be materialised in FY15E with its cost benefit directly flowing into gross margins.

The plant will meet TJLs total furnace oil requirement which is in turn used to generate steam, primarily used in the value adding process.

TJL is actively pursuing its policy of inorganically expanding within the region which is in the pipeline as potential options are currently under review.

This would be financed by a combination of equity and debt.

Our forecast is maintained for 2013E with a 46% YoY growth at LKR914 mn. With the substantial decline in energy cost projected to

stem in from 3QFY14E via the commissioning of the multi fuel boiler plant coupled with the expected stabilization of cotton prices and a marginal growth in

volumes, we forecast TJL to record a 14% YoY growth in FY14E earnings to reach LKR1.0 bn while FY15E is forecasted to record LKR1.4 bn with the

materializing of the full benefit from its energy plant. The share trades at 7.2x projected FY13E net earnings and 6.4x forecasted FY14E net earnings while TJL

expects to maintain its dividend payout at 33%, with the dividend yield set to improve from 5.0% in FY13E to 7.0% by FY15E.

F/Y March FY10 FY11 FY12 FY13E FY14E FY15E

Revenue (LKR mn) 8,352 9,285 12,237 10,927 12,621 13,915

Net Profit (LKR mn) 577 685 628 914 1,041 1,457

YoY% Growth 19% -8% 45% 14% 40%

EPS (LKR) 0.9 1.0 1.0 1.4 1.6 2.2

PER (x) 11.5 9.7 10.5 7.2 6.4 4.5

PEG (X) 3.8 52.0 (127.2) 15.9 45.6 11.4

Adjusted DPS (LKR) 0.48 0.46 0.52 0.73

Dividend Payout 50% 33% 33% 33%

Dividend Yield (%) 5% 5% 5% 7%


12/14


Name Y/E Rec Mkt Price NAVPS P / BV DPS

15-Feb-13 M ar '1 1 M a r '1 2 Ma r' 13 E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 2

( 'M n) ( 'M n) ( 'M n) Dec '1 0 De c'11 Dec '1 2E Dec '1 3E Dec '1 0 Dec '1 1 Dec '1 2E Dec '1 3E Dec '1 0 Dec '1 1 Dec '1 2E Dec '1 3E Dec '1 0 Dec '1 1 Dec '1 2E Dec '1 3E Dec '1 1

Banking, Finance & Insurance

Central Finance CFIN.N0000 M 184.90 14,739 104.9 19,393 140.53 1.32 1,827 2,675 2,970 17.42 25.51 28.32 75 46 10.6 7.2 6.5 2.5 1.4 18.2

Ceyl inco Insurance CINS.N0000 D 953.00 11,250 26.4 25,173 425.89 2.24 962 1,372 1,465 36.41 51.95 55.47 40 43 26.2 18.3 17.2 6.5 0.7 12.2

Co mm er ci a l B an k CO MB .N 00 00 D Buy 109.00 51,185 833.6 90,863 61.40 1.78 5,508 8,048 9,658 10,637 9,688 6.61 9.65 1 1.59 1 2.76 11.62 31 46 20 10 16.5 1 1.3 9.4 8.5 9.4 6.0 5. 5 15.7

Commerc ial Bank [X] COMB.X0000 D Buy 92.20 51,185 833.6 76,859 61.40 1.50 5,508 8,048 9,658 10,637 6.61 9.65 11.59 12.76 11.62 31 46 20 10 14.0 9.6 8.0 7.2 7.9 6.0 6.5 15.7

DFCC Bank DFCC.N0000 M MTB 1 25 .9 0 26 ,1 06 2 65 .1 3 3, 37 6 9 8. 48 1 . 28 5 ,0 90 2 ,9 00 3 ,0 78 3 ,4 53 3 ,2 06 1 9 .2 0 1 0. 94 1 1. 61 1 3. 02 1 2. 09 9 7 (43) 6 12 6.6 11.5 10.8 9.7 10.4 4.0 3.2 11.1

H att on N atio na l B ank H NB .N 00 00 D Buy 148.90 44,141 397.5 59,180 111.06 1.34 4,787 6,149 6,686 7,645 7,171 12.04 1 5.47 1 6.82 1 9.24 18.04 7 28 9 14 12.4 9.6 8.9 7.7 8.3 7.5 5. 0 1 3.9

Hatton Nat ional Bank [X] HNB.X0000 D Buy 115.60 44,141 397.5 45,945 111.06 1.04 4,787 6 ,149 6 ,686 7 ,645 12.04 15.47 16.82 19.24 18.04 7 28 9 14 9.6 7.5 6.9 6.0 6.4 7.5 6.5 13.9

Lanka Orix Leas ing Company LOLC.N0000 M 62.00 20,609 475.2 29,462 43.37 1.43 3,840 6,379 3,928 8.08 13.42 8.27 109 66 7.7 4.6 7.5 - - 31.0

LB Fi na nce LFIN.N0000 M Buy 143.90 4,522 69.3 9,966 65.30 2.20 1,020 1,625 1,931 2,224 1,787 14.73 2 3.46 2 7.88 32.11 25.80 1 04 59 19 15 9.8 6.1 5.2 4.5 5.6 5.0 3.5 35.9National Development Bank NDB.N0000 D Buy 152.20 18,491 164.2 24,992 112.61 1.35 2,150 2,706 2,972 3,409 3,040 13.09 1 6.48 1 8.10 2 0.76 18.51 3 26 10 15 11.6 9.2 8.4 7.3 8.2 7.5 4. 9 14.6

N at io ns T ru st B an k N TB .N 000 0 D Buy 59.90 9 ,586 230.6 13,813 41.57 1.44 1,084 1,534 1,842 2,321 1,824 4.70 6.65 7.99 1 0.07 7.91 58 41 20 26 12.7 9.0 7.5 6.0 7.6 2.1 3.5 16.0

Pan As ia Bank PABC.N0000 D 18.20 3,865 295.0 5,370 13.10 1.39 362 824 761 1.23 2.79 2.58 (7) 128 14.8 6.5 7.1 1.0 5.5 21.3

Pe op le 's Le as in g PLC.N0000 M Buy 1 4. 10 18 ,3 70 1 ,5 60 .0 2 1,9 96 1 1. 78 1 .2 0 2 ,6 05 4 ,5 03 3 ,2 53 3 ,8 84 3 ,4 91 1 .6 7 2 .8 9 2 .09 2 .4 9 2 .2 4 1 26 7 3 (28) 19 8.4 4.9 6 .8 5.7 6.3 1.0 7 .1 2 4. 5

S amp ath B an k S AMP.N0000 D Buy 240.10 24,122 162.7 39,073 148.23 1.62 3,484 4,151 4,975 5,636 4,784 21.41 2 5.51 3 0.57 34.63 29.40 68 19 20 13 11.2 9.4 7.9 6.9 8.2 9.0 3. 7 17.2

Seyl an Ba nk SEYB.N0000 D 59.90 19,242 338.1 20,251 56.91 1.05 1,207 1,006 2,278 3.57 2.98 6.74 117 (17) 16.8 20.1 8.9 1.0 1.7 5.2

La nka Ori x Fi na nce LOFC.N0000 M 3.50 5,303 2,800.0 9,800 1.89 1.85 1,246 1,246 1,171 0.45 0.44 0.42 1,229 (0) 7.9 7.9 8.4 - - 23.5

Sample Sector (16) 271,529 7,722.6 402,709 35.16 1.48 35,172 45,118 47,565 4.55 5.84 6.16 57 28 11.4 8.9 8.5 53.1 16.6

Full Sector (61) 542,861 1.59 10.0

Beverage, Food and Tobacco

Ca rgi ll s CARG.N0000 M 153.00 7,666 224.0 34,272 34.22 4.47 1,089 1 ,079 704 1 ,315 887 4 .86 4.82 3.14 5.87 3.96 54 ( 1) ( 35 ) 87 31.5 31.8 48.7 26.1 38.7 2.0 1.3 1 4.1

Ce yl o n T ob a cc o Co mp a ny CT C. N0 000 D 8 28 .8 0 4 ,5 34 1 87 .3 1 55 ,2 54 24. 20 3 4. 24 5 ,0 97 6 ,5 69 7 ,9 19 8 ,6 67 8 ,1 45 27 .2 1 3 5. 07 4 2. 27 46 .2 7 43 .4 8 2 4 2 9 2 1 9 3 0. 5 23 .6 1 9. 6 1 7. 9 1 9. 1 3 7. 1 4. 5 1 44 .9

Di sti ll eri es DI ST.N0000 M Buy 1 85 .0 0 4 0, 15 7 3 00 .0 5 5, 50 0 1 33 .8 6 1 . 38 8 ,1 24 5 ,9 82 6 ,1 09 7 ,6 43 6 ,2 10 2 7. 08 1 9. 94 2 0. 36 2 5. 48 2 0. 70 1 86 (26) 2 25 6.8 9.3 9.1 7.3 8.9 3.0 1.6 14.9

Li on Bre we ry LI ON.N0000 M Buy 320.00 5,493 80.0 25,600 68.66 4.66 1,013 1,262 1,562 2,256 1,258 12.67 1 5.78 1 9.52 28.19 15.72 58 25 24 44 25.3 2 0.3 16.4 11.4 20.4 4.0 1. 3 23.0

N es tl e (La nka ) NES T.N0000 D 1,627.70 2 ,825 53.7 87,449 52.59 30.95 1,891 2,633 2,758 3,497 2,650 35.19 4 9.01 5 1.34 6 5.09 49.32 20 39 5 27 46.3 33.2 31.7 25.0 33.0 47.5 2. 9 9 3.2

Sample Sector (5) 60,675 845.0 358,075 71.80 5.90 17,214 17,525 19,051 23,377 19,149 20.37 20.74 22.54 27.66 22.66 74 2 9 23 20.8 20.4 18.8 15.3 18.7 93.6 28.9Full Sector (20) 416,824 4.57 15.9

Chemicals & Pharmaceuticals

CIC Holdings CIC.N0000 M 62.60 7,291 94.8 5 ,933 76.93 0.81 929 916 557 9.80 9.67 5.88 57 (1) 6.4 6.5 10.7 3.2 5.1 12.6

Lankem Ceyl on LCEY.N0000 M 162.00 3,694 24.0 3,888 153.92 1.05 1,131 552 361 47.13 23.01 15.06 230 (51) 3.4 7.0 10.8 2.5 1.5 14.9

Sample Sector (2) 10,985 118.8 9,821 92.49 0.89 2,060 1,469 918 17.34 12.37 7.73 121 (29) 4.8 6.7 10.7 5.7 13.4

Full Sector (10) 20,047 1.05 10.3

Construction & Engineering

Co lo mb o D ockya rd DOCK.N0000 D 227.00 10,098 71.9 16,312 140.53 1.62 2,081 1,804 2,213 28.96 25.10 30.79 ( 3) ( 13 ) 7.8 9.0 7.4 6.0 2.6 17.9

Sample Sector (1) 10,098 71.9 16,312 140.53 1.62 2,081 1,804 2,213 28.96 25.10 30.79 (3) (13) 7.8 9.0 7.4 6.0 17.9

Full Sector (4) 19,572 1 .34 7.2

Diversified Holdings

Ai tken Spence SPEN.N0000 M 125.00 25,912 406.0 50,750 63.82 1.96 2,536 3,709 3,947 6.25 9.14 9.72 22 46 20.0 13.7 12.9 1.4 1.1 14.3

CT Holdings CTHR.N0000 M 140.00 12,614 183.1 25,634 68.89 2.03 864 1,213 1,060 4.72 6.63 5.79 131 40 29.7 21.1 24.2 2.1 1.5 9.6

Ca rsons Cumberba tch CARS.N0000 M 458.00 32,393 196.4 89,945 164.94 2.78 4,541 5,763 2,418 23.12 29.34 12.31 38 27 19.8 15.6 37.2 2.0 0.4 17.8

E xp o lan ka H old ing s E XP O. N0 00 0 M LTB 7 .1 0 8 ,7 54 1 ,9 54 .9 1 3,8 80 4 .48 1 .5 9 1 ,5 47 1 ,0 55 1 ,2 64 1 ,8 02 1 ,0 63 0 .7 9 0 .5 4 0 .65 0 .9 2 0 .5 4 1 99 (32) 20 43 9.0 13.2 11.0 7.7 13.1 0.1 1.7 12.0

Hayl eys HAYL.N0000 M 302.20 18,822 7 5.0 22,665 250.97 1.20 725 2,520 1,063 9.66 33.60 14.18 (59) 248 31.3 9.0 21.3 4.0 1.3 13.4

Hemas Holdings HHL.N0000 M 28.10 10,946 515.3 14,480 21.24 1.32 1,210 1,209 1,445 2.35 2 .35 2.80 34 (0) 12.0 12.0 10.0 0.5 1.8 11.0

John Keel l s Holdings JKH.N0000 M 230.10 76,368 852.5 196,165 89.58 2.57 8,246 9,775 10,900 9.67 11.47 12.79 59 19 23.8 20.1 18.0 3.5 1.5 12.8

Richard Pei ri s RICH.N0000 M 7.40 6,830 1,939.2 14,350 3.52 2.10 1,681 2,340 2,106 0.87 1.21 1.09 190 39 8.5 6.1 6.8 0.7 9.5 34.3

Softlogic Holdings SHL.N0000 M 11.50 7,811 779.0 8,959 10.03 1.15 829 494 198 1.06 0.63 0.25 438 (40) 10.8 18.1 45.2 0.1 1.1 6.3

Va ll ib el One VONE.N0000 M Buy 1 6. 90 3 0, 50 2 1 ,0 86 .6 1 8,3 63 28. 07 0. 60 5 79 2 ,0 25 1 ,6 95 2 ,3 23 1 ,8 51 0 .5 3 1 .8 6 1 .56 2 .1 4 1 .7 0 2 50 (16) 37 31.7 9.1 10.8 7.9 9.9 0.3 1.8 6.6

Sample Sector (10) 230,953 7,988.0 455,189 28.91 1.97 22,757 30,103 26,052 2.85 3.77 3.26 53 32 20.0 15.1 17.5 14.7 13.0

Full Sector (18) 493,861 1.84 17.0

Healthcare

Asiri Hospital Hold. ASIR.N0000 M 12.30 4,304 1,099.1 13,519 3.92 3.14 191 4 40 506 0.17 0.40 0.46 3 130 70.9 30.7 26.7 0.3 2.1 10.2

Nawal oka Hospi ta ls NHL.N0000 M 3.00 3,421 1,409.5 4,229 2.43 1.24 1,071 275 475 0.76 0.20 0.34 999 (74) 3.9 15.4 8.9 0.1 1.7 8.1

Lanka Hospi ta ls LHCL.N0000 M 38.00 27,164 223.7 8,502 121.41 0.31 289 4 24 475 1.29 1.89 2.12 3,892 46 29.4 20.1 17.9 0.5 1.3 1.6

Sample Sector (3) 34,889 2,732.3 26,249 12.77 0.75 1,551 1,139 1,456 0.57 0.42 0.53 436 (27) 16.9 18.0 0.8 3.3

Full Sector (6) 39,775 2.03 19.2

Book

Val.

Share

Cap.

Market

Cap.ROE

(%)

Trailing

DY (%)4Q

Trailing

4Q

Trailing

4Q

Trailing

Earnings EPS EPS Growth (%) PER


13/14


Name Y/E Rec Mkt Price NAVPS P / BV DPS

15-Feb-13 M ar '1 1 M a r '1 2 Ma r' 13 E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 1 M ar '1 2 M ar '1 3E M ar '1 4E M ar '1 2

( 'Mn) ( 'Mn) ( 'Mn) D ec '1 0 D e c '1 1 De c' 12 E D ec '1 3E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 1

Hotels and Travels

Aitken Sp. Ho. Hold. AHUN.N0000 M Buy 76.30 11,344 336.3 25,659 33.73 2.26 1,034 1,395 1,897 2,148 1,604 3.07 4.15 5.64 6.39 4.77 97 35 36 13 24.8 1 8.4 13.5 11.9 16.0 0.7 0.9 12.3

Ama ya Le is ure CONN.N0000 M Buy 84.00 2,277 48.0 4,035 47.40 1.77 470 296 344 376 361 9.78 6.16 7.16 7.83 7.52 5 78 (37) 16 9 8.6 13.6 11.7 10.7 11.2 4.0 4.8 13.0

Asian Hotels & Prop. AHPL.N0000 M Buy 71.00 13,021 442.8 31,437 29.41 2.41 1,775 2,151 2,332 2,623 2,465 4.01 4.86 5.27 5.92 5.57 1 82 21 8 12 17.7 1 4.6 13.5 12.0 12.8 4.0 5.6 16.5

Ke el ls H ote ls KH L.N0000 M 13.70 13,704 1,456.1 19,949 9 .41 1.46 524 1 ,105 1 ,321 1 ,496 1 ,077 0 .36 0.76 0.91 1.03 0.74 156 111 20 13 38.1 18.0 1 5.1 13.3 18.5 0.3 2.2 8.1

Taj TAJ.N0000 M 28.90 2,217 139.6 4,036 15.88 1.82 99 125 246 293 168 0.71 0.89 1.76 2.10 1.20 373 26 97 19 40.6 32.3 16.4 13.8 24.0 0.0 0.0 5.6

Tra ns As ia TR AN .N0000 M 77.00 5,259 200.0 15,400 26.30 2.93 660 631 987 1 ,180 814 3 .30 3.15 4.94 5.90 4.07 533 (4) 57 20 23.3 24.4 15.6 1 3.1 18.9 2.0 2.6 12.0

Sample Sector (6) 47,823 2,622.9 100,516 18.23 2.10 4,561 5,703 7,127 8,116 5,490 1.74 2.17 2.72 3.09 2.09 205 25 25 14 22.0 17.6 14.1 12.4 18.3 11.0 11.9

Full Sector (35) 150,820 1.66 28.9

Land and Property

Colombo La nd CLND.N0000 D 34.00 3,642 1 99.9 6,796 18.22 1.87 485 10 16 -19 2.43 0.05 0.08 (0.10) 20,836 (98) 67 14.0 708.6 424.7 -351.8 0 .0 0.0 0.3

Ove rs ea s R ea li ty OSEA.N0000 D 14.10 19,809 843.5 11,893 23.48 0.60 844 2,707 1,644 2,628 1.00 3.21 1.95 3.12 (37) 221 (39) 14.1 4.4 7.2 4.5 0.3 2.1 13.7

Sample Sector (2) 23,451 1,043.4 18,689 22.48 0.80 1,330 2,717 1,660 2,609 1.27 2.60 1.59 2.50 (1) 104 (39) 14.1 6.9 11.3 7.2 0.3 1.4 11.6

Full Sector (18) 34,057 0.80 7.9

Manufacturing

ACL Cables ACL.N0000 M 67.00 5,230 59.9 4,013 87.32 0.77 214 244 495 3.56 4.08 8.27 5,603 15 18.8 16.4 8.1 1.0 1.5 4.7

Grain Elevators GRAN.N0000 D 50.00 2,925 60.0 3,000 48.75 1.03 475 388 426 7.91 6.46 7.10 255 (18) 6.3 7.7 7.0 0.0 0.0 13.3

Chevron L ub ri ca n ts L LU B. N0 000 D Hold 217. 50 4, 154 120. 0 26, 100 34. 62 6. 28 1, 501 2, 001 2, 123 2, 638 2, 278 12. 51 1 6. 67 1 7. 69 2 1. 98 18. 98 0 33 6 24 17. 4 13. 0 1 2. 3 9. 9 11. 5 11. 5 5. 3 48. 2

Lanka Wal l ti le LWL.N0000 M 58.10 4,098 54.6 3,172 75.06 0.77 484 731 704 8.87 13.39 12.90 1 51 6.5 4.3 4.5 4.0 6.9 17.8

Pi ra ma l Gl as s G LAS .N0000 M Buy 6.20 3,267 950.1 5,891 3 .44 1.80 579 686 906 1 ,024 717 0 .61 0.72 0.95 1.08 0.75 1,047 19 32 13 10.2 8 .6 6.5 5.8 8.2 0.4 5.8 21.0

Roya l Ce ra mi c RCL.N0000 M Buy 9 9. 90 8, 21 3 1 10 .8 1 1, 06 8 74. 13 1 . 35 1 ,4 41 1 ,9 58 1 ,7 78 2 ,3 06 1 ,7 52 1 3. 01 1 7. 68 1 6. 05 2 0. 81 1 5. 82 4 9 3 6 (9) 30 7.7 5.7 6.2 4.8 6.3 2.0 2.0 23.8

Te xtu re d Je rs ey TJ L.N0000 M Buy 10.20 5,765 655.0 6,681 8.80 1.16 685 628 914 1,041 735 1.05 0.96 1.40 1.59 1.12 19 (8) 46 14 9.8 10.6 7.3 6.4 9.1 0.5 4.5 10.9

Tokyo Cement TKYO.N0000 M 25.00 6,050 303.8 7,594 19.92 1.26 856 979 561 2.82 3.22 1.85 132 14 8.9 7.8 13.5 1.3 5.2 16.2

Sample Sector (8) 39,702 2,314.1 67,518 17.16 1.70 6,234 7,616 7,668 2.69 3.29 3.31 58 22 10.8 8.9 8.8 20.6 4.3 19.2

Full Sector (36) 102,883 1.47 8.6

Motors

Co lo ni al Mo to rs COLO.N0000 M 140.50 2,651 10.6 1,495 249.16 0.56 232 1 ,163 692 1,042 21.78 109.26 65.04 97.92 473 402 (40) 6.5 1.3 2.2 1.4 4.0 2.8 43.9

D i ese l & M ot or E ng i neeri n g D I MO .N 00 00 M 5 95 .5 0 7, 66 7 8 .9 5 ,28 6 8 63. 74 0. 69 2 ,1 22 2 ,6 97 1 ,8 68 1 ,6 05 2 39 .03 30 3. 87 2 10 .4 4 1 80 .86 7 55 2 7 (31) 2.5 2.0 2.8 3.3 40.0 6.7 35.2

Un ite d Mo to rs U ML.N0000 M 96.00 6,550 67.3 6,458 97.37 0.99 903 2,275 1,466 2,601 13.42 33.83 21.79 38.66 522 152 (36) 7.2 2.8 4.4 2.5 3.0 3.1 34.7

Sample Sector (3) 16,868 86.8 13,238 194.36 0.78 3,256 6,135 4,026 5,248 37.52 70.70 46.39 60.47 651 88 (34) 4.1 2.2 3.3 2.5 47.0 4.5 36.4

Full Sector (6) 22,724 1.11 4.7

Oil Palms

Buki t Darah BUKI.N0000 M 729.90 29,143 102.0 74,450 285.72 2.55 5 ,111 5,804 2,913 50.11 56.90 28.56 76 14 14.6 12.8 25.6 9.0 1.2 19.9

Sample Sector (1) 29,143 102.0 74,450 285.72 2.55 5,111 5,804 2,913 50.11 56.90 28.56 76 14 14.6 12.8 25.6 9 .0 1.2 19.9

Full Sector (5) 103,735 1.98 26.8

Plantations

Balangoda BALA.N0000 D 37.30 1,473 23.6 882 62.32 0.60 164 25 79 6.96 1.08 3.35 101 (85) 5.4 34.7 11.1 0.0 1.7

Horana HOPL.N0000 M 26.60 1,173 25.0 665 46.94 0.57 326 70 137 13.03 2.81 5.48 244 (78) 2.0 9.5 4.9 1.0 6.0

Kegal le KGAL.N0000 M 108.60 3,169 25.0 2 ,715 126.77 0.86 838 681 673 33.51 27.26 26.92 129 (19) 3.2 4.0 4.0 7.5 6.9 21.5

Kelani Valley KVAL.N0000 D 85.00 2,397 34.0 2,890 70.51 1.21 321 460 573 9.43 13.54 16.84 852 44 9.0 6.3 5.0 5.0 5.9 19.2

Kotagala KOTA.N0000 M 56.20 2,620 3 2.0 1,798 81.87 0.69 668 4 39 556 20.87 13.71 17.37 107 (34) 2.7 4.1 3.2 2.0 3.6 16.7

Watawala WATA.N0000 M 12.10 3,379 236.7 2,864 14.28 0.85 642 413 769 2.71 1.74 3.25 49 (36) 4.5 6.9 3.7 0.4 12.2

Sample Sector (6) 14,212 376.3 11,814 37.77 0.83 2,959 2,089 2,787 7.86 5.55 7.41 136 (29) 4.0 5.7 4.2 15.9 14.7

Full Sector (18) 25,374 0.88 6.4

Power and Energy

Lanka IOC LIOC.N0000 M 21.00 11,492 532.5 11,183 21.58 0.97 877 906 2,039 1.65 1.70 3.83 307 3 12.8 12.3 5.5 0.0 7.9

Val libel VPEL.N0000 M 6.20 1,988 747.1 4,632 2.66 2.33 422 254 212 0.57 0.34 0.28 2 (40) 11.0 18.2 21.9 0.3 4.0 12.8Laugfs Gas LGL.N0000 M 26.00 5,331 387.0 10,062 13.77 1.89 853 942 967 2.20 2.43 2.50 62 11 11.8 10.7 10.4 1.5 5.8 17.7

Sample Sector (3) 18,810 1,666.6 25,877 11.29 1.38 2,151 2,102 3,217 1.29 1.26 1.93 315 (2) 12.0 12.3 8.0 11.2

Full Sector (8) 32,753 1.34 9.2

Telecommunications

D ia lo g Axi ata D IAL.N0000 D 9.50 36,253 8,143.8 77,366 4 .45 2.13 5,047 5 ,354 6 ,521 7 ,569 6 ,511 0 .62 0.66 0.80 0.93 0.80 141 6 22 16 15.3 14.5 1 1.9 10.2 11.9 0.3 2.6 14.8

Sri La nka Tel ecom SLTL.N0000 D 43.00 54,952 1,804.9 7 7,609 30.45 1.41 3,943 4,781 5,329 4,148 2.18 2.65 2.95 2.30 402 21 11 19.7 16.2 14.6 18.7 0.9 2.0 8.7

Sample Sector (2) 91,205 9,948.6 154,975 9.17 1.70 8,990 10,135 11,850 10,659 0.90 1.02 1.19 1.07 179 13 17 17.2 15.3 13.1 14.5 11.1

Full Sector (2) 154,249 1.69 14.5

Trading

Browns BRWN.N0000 M 122.70 14,316 70.9 8,696 202.00 0.61 2,188 1,169 898 30.87 16.49 12.67 116 (47) 4.0 7.4 9.7 0.5 0.4 8.2

S in ge r S ri La nk a S IN S. N0000 D 100. 20 4, 826 125. 2 12, 546 38. 54 2. 60 668 1,263 1,273 5.34 10.08 10.17 403 89 18.8 9.9 9.9 7.5 7.5 26.2

Sample Sector (2) 19,143 196.1 21,242 97.62 1.11 2,856 2,432 2,171 14.57 12.40 11.07 149 (15) 7.4 8.7 9.8 12.7

Full Sector (8) 26,203 1.14 13.7

S ample Market ( 70) 919,486 37,835.4 1,756,674 24.30 1.91 118,282 141,888 151,820 176,111 140,115 3.13 3.75 4.01 4.65 3.70 127 20 7 16 14.9 12.4 11.6 1 0.0 12.5 15.4

Total Market (283) 2,246,818 1.79 13.4

Book

Val.

Share

Cap.

Market

Cap.ROE

(%)

Trailing

DY (%)4Q

Trailing

4Q

Trailing

4Q

Trailing

Earnings EPS EPS Growth (%) PER


14/14


Softlogic Equity Research

Dimantha Mathew

[email protected]

+94 11 7277030

Akeela Imthinam Rasheed

[email protected]

+94 11 7277032

Crishani Perera

[email protected]

+94 11 7277031

Imalka Hettiarachchi

[email protected]

+94 11 7277004

Softlogic Equity Sales

Dihan Dedigama

[email protected]

+94 11 7277010, +94 77 7689933

Chandima Kariyawasam

[email protected]

+94 11 7277058, +94 77 7885778

Shafraz Basheer

[email protected]

+94 11 7277054, +94 77 2333233

Sonali Abayasekera

[email protected]

+94 11 7277059, +94 77 7736059

Thanuja De Silva

[email protected]

+94 11 7277053, +94 77 3120018

Branches

HoranaMadushanka Rathnayaka

No. 101, 1/1, Aguruwathota Road, Horana

[email protected]

+94 34 7451000, +94 77 3566465

Matara

Lalith RajapakshaNo. 8A, 2

ndFloor, FN Building,

Station Road, Matara

[email protected]

+94 41 7451000, +94 77 3031159

NegamboKrishan Williams

No. 121, St. Joseph Street Negambo

[email protected]

+94 31 2224714-5, +94 77 3569827

KurunegalaBandula Lansakara

No.13, Rajapihilla Mawatha, Kurunegala

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Weekly Plus - 2013 Issue 07 (15.02.2013)

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