weekly plus - 2013 issue 06 (08.02.2013)

7/29/2019 Weekly Plus - 2013 Issue 06 (08.02.2013)

1/13

2013 Issue 06 Week Ending 08-02-2013

Weekly Market Wrap UpStat Page Pg 02

Weekly Stock Trends Pg 03

Week in BriefInvestor hunt in steady play extends with strong emphasis on BFI sector

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 07Global Commodity Trend Pg 08

Research Chat:Fundamentals taking over??? Pg 09 Pg 10

Our Core Coverage Pg 11 Pg 12


2/13

Current WoW %

ASPI 5850.67 0.9%

S&P SL20 3271.25 2.3%

Turnover (LKR 'bn) 5,103.5 -44.3%

Volume ('mn) 186.8 30.5%

Market Cap. (LKR 'bn) 2,247.6 0.9%

LKR ('mn) Current WoW %

Foreign Purchases 3,033.3 -36.7%

Foreign Sales 3,267.3 -37.3%

Net Foreign Inflow -234.1 -44.3%

Foreign Participation 44% 17.5%

Net Foreign 301 -234

Current WoW %

PER 16.6 0.9%

PBV 2.1 0.9%

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 200.6 0.2% HNB (+) -9.35% LAND & PROPERTY 506.0 3.2%

SAMPATH (+) 162.5 6.26% AITKEN SPENCE -0.17% MANUFACTURING 2,606.0 1.2%

COMMERCIAL BANK (+) 123.0 0.45% AHOT PROPERTIES -1.43% MOTORS 15,430.7 2.5%

LOLC 94.8 0.90% UNION BANK (+) -0.45% PLANTATIONS 808.2 0.9%

COLD STORES 41.9 5.42% TEXTURED JERSEY -0.28% TELECOM 163.5 1.3%

3196.81

9,164.2

16.4

2.1

2.3

Previous

12,051.5

15,397.6

-420.2

37%

4,789.8

5,210.0

143.1

2,227.9

Previous

-976.7

-39.9

-28.6

-11.4

-7.6

-420

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

-935

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

5799.69

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

18-Jan 25-Jan 1-Feb 8-Feb

('Mn

)LKR('Mn)

Weekly Turnover and Volume

Turnover (LHS) Volume (RHS)

0

1,000

2,000

3,000

4,0005,000

6,000

18-Jan 25-Jan 1-Feb 8-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


3/13

Company Current Previous WoW % Volume

COMMERCIAL DEV. 73.30 64.50 13.64% 6,649

CEYLINCO INS. 1,000.00 900.00 11.11% 32,753

SHALIMAR 1,000.00 900.00 11.11% 238

LANKA CERAMIC 67.20 60.50 11.07% 566PC PHARMA 10.00 9.10 9.89% 1,351


BIMPUTH FINANCE 15.50 18.10 -14.36% 53,910

CEYLON PRINTERS 1,550.00 1,800.30 -13.90% 128

PARAGON 930.70 1,055.00 -11.78% 23

G S FINANCE 625.00 698.00 -10.46% 122

INDO MALAY 1,360.00 1,500.00 -9.33% 3


HNB 149.10 145.00 2.83% 10,898,017

COMMERCIAL BANK 111.20 105.70 5.20% 6,233,227

JKH 230.00 229.90 0.04% 2,457,797

SAMPATH 238.00 220.10 8.13% 1,385,684

ENVI. RESOURCES 18.10 17.70 2.26% 10,025,586


HNB 149.10 145.00 2.83% 10,898,017

ENVI. RESOURCES 18.10 17.70 2.26% 10,025,586

S M B LEASING 0.90 0.90 0.00% 7,929,807

COMMERCIAL BANK 111.20 105.70 5.20% 6,233,227

TEXTURED JERSEY 9.90 9.30 6.45% 4,558,720

233,300

36,806

Weekly Top Gainers

Weekly Stock Trends

Turnover

438,599

32,450,207

Week in Brief

680,807,781

563,514,615

322,417,408

173,647,502

Turnover

1,565,362,574

173,647,502

7,123,305

680,807,781

Weekly Top Losers

Weekly Top Performers

Weekly Top Volume

12,877

4,080

Turnover

1,565,362,574

Turnover

73,001

842,641

168,421

21,407

44,604,526

Investorhunt in steady play extends with strong emphasis on

BFI sector

The week commenced following the holidays on a volatile note with indices moving at a broadly flat pace before the benchmark index

witnessed an uptick of 40 points on Friday, the biggest gain in three weeks. With the start of the interim results season, a positive reaction in

investor sentiment was noted with steady plays taking centre stage. Investors piled into banking and finance sector counters extending their

confidence on strong valuations and anticipated growth in earnings with foreign and high net worth play underscoring activity levels. The

ASPI closed at 5,850.67 points with a gain of 51 points WoW while weekly turnover read an average of LKR1.2 billion. 33 crossings

contributed 53% to the weeks turnover. Bourse attracted strong foreign participation throughout the week weighing heavier on the selling

side resulting in a net foreign outflow of LKR234 mn.

S&P SL20 index in brief; The S&P SL20 index concluded the week with a higher advance of 72 points WoW at 3,271.25. Several counters

touched their 52-week peaks supporting the upward momentum with notable positive contributions from Sampath Bank (+8.1% WoW),

National Development Bank (+5.8% WoW), Dialog Axiata (+5.7% WoW) and Commercial Bank (+5.2% WoW) outweighed the losses made in

CT Holdings (-6.9% WoW)and Asian Hotels & properties (-5.3% WoW).

Banking sector attracts focus highlighting the top turnover slot: Banking sector players encompassing the S&P SL20 calibre secured interest

throughout the week with Hatton National Bank (+2.8% WoW) spearheading the weeks turnover backed by several significant off-market

blocks amidst heavy foreign investor interest. Interest continued in Commercial Bank (+5.2% WoW) and Sampath Bank with the latter

having renewed its 52-week high at LKR239.0 (+8.6% WoW) and the former advancing 5.4% at its intra-week of LKR111.4 during the week.

Interest renewed in Nations Trust Bank with the counter touching a new 52-week high at LKR65.0 (+12.5% WoW) and Union Bank

encountered renewed participation during the early trading week. Consequently the BFI index advanced 2.3% WoW to close at

13,068.99.FurtherJohn Keells Holdings and Chevron Lubricants (+4.4% WoW) secured strong investor focus while Fridays trading witnessed

the former touching a new 52-week high at LKRX. Investor interest continued in Access Engineering.

33 crossings took up 53% of the weeks turnover: Hatton National Bank saw off-market deals constituting of c. 10.3 mn shares which

changed hands via 15 crossings at prices of LKR143.0 and LKR144.0. Commercial Bank recorded 2 crossings accumulating to c.684k shares at

LKR111.0. Two parcels carrying 1.4 mn shares were crossed off in Lanka Orix Leasing at LKR69.0 each. Sampath Bank witnessed 2 blocks

totaling 500k shares at a 52-week high level of LKR239.0. Chevron Lubricants encountered a similar block at LKR221.0. John Keells Holdings

saw 5 blocks amounting to c.1 mn shares which were crossed off at LKR229.0 and LKR229.6 while Aitken Spence and Ceylinco Insurance

encountered one crossing each carryingc.202k shares and c.28k shares respectively at LKR125.0 and LKR1000.0 (52-week high off-market

price) Environmental Resources Investments and its Warrants [W006 & W003] registered one crossing each at prices of LKR17.3, LKR3.8

and LKR3.2 during Fridays trading. Dialog Axiata encountered a block of 10 mn shares which changed hands at a 52-week high (off-market)

price of LKR9.2.

Large on-board trades: Activity in steady counters reflected in significant on-board transactions as Sampath Bank, Hatton National Bank,

Commercial Bank, Chevron Lubricants, John Keells Holdings, Aitken Spence, Textured Jersey, John Keells Hotels and Vallibel One

witnessed several large blocks.

Retail Participation: The following counters saw active interest from retail investors; Free Lanka Capital Holdings (+4.2% WoW), SMBLeasing (+0.0% WoW), Lanka Orix Leasing (-0.7% WoW), E-Channelling (+9.2% WoW), Peoples Merchant Finance (-0.7% WoW),

Environmental Resources Investment (+2.3% WoW), Vallibel One (-2.2% WoW)and Nations Lanka Finance (+0.0% WoW).

Several counters at their 52-week peaks: Banking sector players; Sampath Bank (LKR239.0), DFCC Bank (LKR129.0) and Nations Trust Bank

(LKR65.0) touched new 52 week peaks during the week. With sentiments driven by interim results, Dipped Products saw its price advancing

to a 52-week high of LKR116.7 while Lion Brewery renewed its 52-week high at LKR320.0. John Keells Holdings touched a new-52-week high

level at LKR230.9 while E Channelling (LKR7.1), Asiri Hospital Holdings (LKR12.6) and Ceylon Cold Stores (LKR144.0) also traded at 52-week

high levels.

Foreigners conclude the week with a net outflow of LKR234 mn: Foreign participation weighed heavier on the selling side leading to a net

foreign outflow of LKR234 mn. Foreign buying recorded LKR3 bn against foreign selling of LKR3.3 bn during the week. Accumulation was

evident in; Lanka Orix Leasing Company, Sampath Bank, John Keells Holdings Lanka Orix Finance and Access Engineering.

Page | 3


4/13

DIVIDENDS

RIGHTS ISSUE

Kotagala Plantations

Pelwatte Sugar

S&P SL20 Companies Current Previous WoW % ###

JOHN KEELLS HOLDINGS 230.00 229.90 0.04% ###

COMMERCIAL BANK 111.20 105.70 5.20% ###THE BUKIT DARAH 703.50 702.00 0.21% SCRIP DIVIDEND

HATTON NATIONAL BANK 149.10 145.00 2.83%

CARSONS CUMBERBATCH 456.00 450.00 1.33%

SAMPATH BANK 238.00 220.10 8.13%

CEYLON TOBACCO COMPANY 839.00 825.20 1.67%

DFCC BANK 127.10 125.50 1.27% CAPITALIZATION OF RESERVES

AITKEN SPENCE 126.70 124.00 2.18%

NATIONAL DEVELOPMENT BANK 153.40 145.00 5.79%

C T HOLDINGS 134.10 144.00 -6.88%

DISTILLERIES 183.50 181.10 1.33%HAYLEYS 300.00 297.10 0.98% SUBDIVISION OF SHARES

CHEVRON LUBRICANTS LANKA 224.90 215.40 4.41%

DIALOG AXIATA 9.20 8.70 5.75%

CARGILLS (CEYLON) 150.00 150.50 -0.33%

AITKEN SPENCE HOTEL HOLDINGS 74.10 72.00 2.92% CONSOLIDATION OF SHARES

NESTLE LANKA 1,625.00 1,600.00 1.56%

ASIAN HOTELS & PROPERTIES 72.00 76.00 -5.26%

SRI LANKA TELECOM 43.90 44.00 -0.23%

0

12-02-2013

to be notified

Delayed

28-03-2013

1.00

0.70

2.00 (Tax Free)

4.00

2.75

00

0

0

08-04-2013

Renunciation

0

XR Date

Delayed

21-02-2013

22-02-2013

26-02-2013

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

Watawala Plantations PLC

Haycarb PLC

Peoples Finance PLC

11-02-2013

12-02-2013

12-02-2013

20-02-2013

20-02-2013

21-02-2013

Payment

Cargills (Ceylon) PLC

Royal Ceramics Lanka PLC

680,807,7813,223,330

Dates

XD Date

Dipped Products PLC

HNB Assurance PLC

4.00

2.25

0

Pan Asia Banking Corporation PL

Turnover

563,514,615

Company Proportion

Announcements

Company Dividend (LKR)

12-02-2013

13-02-2013

21-02-2013

15-02-2013

0.50

XD DateEGM DateProportionCompany

0-Jan-1900

0-Jan-1900

S & P SL20 Debrief

1,565,362,574

23,968,250

322,417,408

1,807,925

0-Jan-1900 0-Jan-1900 0-Jan-19000-Jan-1900

0-Jan-1900

0-Jan-1900

0

01 for 04 @ LKR45.0

01 for 04 @ LKR18.0

0

19,762,958

to be notified

0-Jan-1900 0-Jan-1900

19,581,696

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

Company Proportion EGM Date Trading Date

Colonial Motors

160,024,759

66,501,302

37,621,237

2,345,433

166,113,674

126,463,576

7,091,696

8,792,661

13,544,187

33,886,527

1,432,009

0-Jan-1900 0-Jan-1900

Dates

0 0

0-Jan-1900 0 0

3,000

3,050

3,100

3,150

3,200

3,250

3,300

Daily Index Movement

S&P SL20

Page | 4


5/13

Local Economy

CURRENCY MOVES

123124

125126127128129130131

LKR USD : LKR

0.00

0.50

1.00

1.50

2.00

LKR Japanese Yen : LKR

162164

166

168

170

172

174

LKR EURO : LKR

98

100

102

104

106

108LKR Singapore Dollar : LKR

190195

200

205

210

215

LKR GBP : LKR

2.242.262.282.302.322.34

2.362.382.40LKR Indian Rupee : LKR

"Despite an increase in earnings from garment exports to the US and EU, Sri Lanka is losing market share to

competitor countries Bangladesh, India, Vietnam, Pakistan and Cambodia, the Institute of Policy Studies (IPS) says.

"Despite considerable increases in absolute export earnings to both and US and EU markets, it is of concern to note

that SriLankas relative market share in garment exports has been losing ground. The increase in export earnings

over the years has been due largely to a shift in Sri Lankan garment exports from the US to EU,"

Page | 5


6/13

BALANCE OF TRADE TOURISM

For the Month Ending: Nov-12 For the Month Ending:

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

Exports 828 770 7% 886 Dec-12 122,252 97,517

Imports 1,821 1,581 15% 1,986 YTD 1,005,605 855,975

Balance of Trade -993 -810 -23% -1,100

COLOMBO TEA AUCTION STATISTICS

Sale of Sale of

30/01/13 22/01/13 WoW %

High Grown 417.47 436.05 -4.26%

Mid Grown 378.39 381.91 -0.92%

Low Grown 437.14 432.81 1.00%

Total 424.62 425.87 -0.29%

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 31-Jan-12 29-Jan-12 WoW %

Annual Average Change 7.6% 8.1% -50 RSS 1 380.00 379.00 0.26%

1-Yr T-Bill 11.38% 11.11% 27 Brown Crepe 1X 395.00 365.00 8.22%

Sale of

16-Jan-12

Corres. 2012

-9.09%

WoW %

-8%

10%

333.55

302.64

362.68

347.73

Local Economy

Elevation

Dec-12

INFLATION & INTEREST RATE

25%

17%

22.11%

8.22%

418.00

365.00

YoY %

-7%

Elevation

25.16%

25.03%

20.53%

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


7/13

Global Markets

EQUITY MARKET OUTLOOK

Aperfectstorm may be forming in the world economy as signs of a recovery spur capital flows to

emerging markets and some advanced nations that may lead to asset bubbles, Banco de Mexico

Governor Agustin Carstens said. Riskappetite among investors has returned and the search for yield is

in fullforce, Carstens said in a speech in Singapore today. Concerns of asset-price bubbles fed by

11,500

12,000

12,500

13,000

13,500

14,000

14,500

Index Dow Jones Industrial Average

5,200

5,400

5,600

5,8006,000

6,200

6,400

Index FTSE 100 Index

1,250

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

19,000

20,000

21,000

22,00023,000

24,000

25,000Index Hong Kong Hang Seng Index

Page | 7


8/13

WTI Crude USD/bbl 96.15 -1.1%

Gold USD/t oz. 1,671.40 0.3%Copper USd/lb. 373.80 0.1%

Cotton USd/lb. 81.65 -1.2%

Wheat USd/bu. 758.25 -3.3%

97.24

82.64

783.75

Commodity This Week Last WeekWoW

Change

1,666.30373.45

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

650

700

750

800

850

900

950

USd/bu. WHEAT FUTURE(CBT)

330

340

350

360

370

380

USd/lb.

COPPER FUTURE

Page | 8


9/13

Softlogic Equity ResearchPage | 9

Mkt Price

7-Feb-13 Mar'14E Mar'14E Mar'14E

Dec'13E Dec'13E Dec'13E

Banking, Finance & Insurance

Central Finance CFIN.N0000 182.90 35.51 19.0 5.2 6.5 12.7%

Ceyl inco Insurance CINS.N0000 950.6 17.1 11.1%

Commercial Bank COMB.N0000 109.90 12.76 10.1 8.6 9.5 6.7%

Commercial Bank [X] COMB.X0000 92.90 12.76 10.1 7.3 8.0 2.0%

DFCC Bank DFCC.N0000 127.50 13.02 12.2 9.8 10.5 12.9%

Hatton National Bank HNB.N0000 146.00 19.24 14.3 7.6 8.1 -1.4%

Hatton National Bank [X] HNB.X0000 113.40 19.24 14.3 5.9 6.3 0.8%

Lanka Orix Leasing Company LOLC.N0000 67.8 8.2 26.0%

LB Finance LFIN.N0000 145.0 32.1 15.2 4.5 5.6 -2.0%

Nati onal Devel opment Bank NDB.N0000 148.90 20.76 14.7 7.2 8.0 8.0%

Nations Trust Bank NTB.N0000 60.00 10.07 26.0 6.0 7.6 7.1%

People's Leasing PLC.N0000 12.90 2.49 19.4 5.2 5.8 -2.3%

Sampath Bank SAMP.N0000 237.00 34.63 13.3 6.8 8.1 18.2%

Seylan Bank SEYB.N0000 59.9 8.9 7.0%

Beverage, Food and Tobacco

Cargills CARG.N0000 150.3 5.9 86.9 25.6 38.0 3.3%

Ceyl on Tobacco Company CTC.N0000 830.0 46.3 9.4 17.9 19.1 0.0%

Distil leries DIST.N0000 183.10 25.48 25.1 7.2 8.8 10.3%

Lion Brewery LION.N0000 311.10 28.19 44.4 11.0 19.8 15.2%

Nestle (Lanka) NEST.N0000 1,625.0 65.1 26.8 25.0 32.9 2.0%

Construction & Engineering

Colombo Dockyard DOCK.N0000 227.8 7.4 1.7%

YTD

return %Name

4QTrailing

EPS EPS Growth (%) PER

The recent trend in the Colombo bourse has been

encouraging with fundamentals having finally started totake charge which was an inevitable phenomenon that

was continuously highlighted in our publications. The

benchmark index has gained 3.7% YTD, whilst the S&P

SL20 constituting of steady play has appreciated 6.0%

YTD.

Key buys outperforming the market. Majority of the

counters which were in the Softlogic Equity Researchs

Key Buys list has gathered momentum outperforming

the broader market amidst heightened foreign investor

activity in the steady lot (refer table).

For example when the broader market has generated a

YTD return of 3%, one of our key recommended stocks,

Sampath Bank, has produced a return of 18% over the

same period. The investors, who took the bold decision

to pick on these companies few months back when they

were heavily undervalued, would have by now realized

attractive gains which would outperform the return

generated by any other asset class over a similar time

frame.

Lesson. We remind the value seekers to closely follow

valuations of the companies & market trends following

the recent price appreciations, which would assist in

making timely investment decisions. The golden rule

would be to buy on weakness. We advise the investors

to adopt a cautious approach in falling into rally, whilst


10/13


Diversified Holdings

Aitken Spence SPEN.N0000 124.5 12.8 3.8%

Hemas Holdings HHL.N0000 28.0 10.0 3.7%

John Keells Holdings JKH.N0000 229.60 18.0 4.4%

Vallibel One VONE.N0000 17.6 2.1 37.1 8.2 10.3 -2.8%

Healthcare

Asiri Hospital Hold. ASIR.N0000 12.4 26.9 12.7%

Hotels and TravelsAitken Sp. Ho. Hold. AHUN.N0000 72.00 6.39 13.2 11.3 15.1 -1.5%

Amaya Leisure CONN.N0000 82.0 7.8 9.3 10.5 10.9 -2.4%

Asian Hotels & Prop. AHPL.N0000 72.0 5.9 12.5 12.2 12.9 -5.1%

Keells Hotels KHL.N0000 13.8 1.0 13.2 13.4 18.7 0.0%

Manufacturing

Chevron Lubricants LLUB.N0000 222.0 22.0 24.3 10.1 11.7 9.9%

Piramal Glass GLAS.N0000 6.30 1.08 13.0 5.8 8.4 5.0%

Royal Ceramic RCL.N0000 100.0 20.8 29.7 4.8 6.3 1.0%

Textured Jersey TJL.N0000 9.20 1.59 13.9 5.8 8.2 3.4%Power and Energy

Lanka IOC LIOC.N0000 20.1 5.2 3.1%

Vallibel VPEL.N0000 6.8 24.0 4.6%

Laugfs Gas LGL.N0000 26.6 10.6 3.9%

Telecommunications

Dialog Axiata DIAL.N0000 8.9 0.9 16.1 9.6 11.1 7.2%

encouraging them to look for the hidden gems which are

yet to take off (refer table).

As we continued to stress it is advised to continuously

follow fundamentals and pay serious attention to the

firms outlook over a medium to long term time horizon.

If a business does well, the stock eventually follows.

Warren Buffett


11/13


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

8-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) 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 De c' 11 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

Banking, Finance & Insurance

Central Finance CFIN.N0000 M 183.00 14,739 104.9 19,194 140.53 1.30 1,827 2,675 2,970 17.42 25.51 28.32 75 46 10.5 7.2 6.5 2.5 1.4 18.2

Ceyl inco Insurance CINS.N0000 D 1,000.00 11,250 26.4 26,414 425.89 2.35 962 1,372 1,465 36.41 51.95 55.47 40 43 27.5 19.3 18.0 6.5 0.7 12.2

Co mm erc ia l B an k CO MB .N 000 0 D Buy 111.20 51,185 833.6 92,693 61.40 1. 81 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 16.8 11.5 9.6 8.7 9.6 6.0 5.4 15.7

Commercial Bank [X] COMB.X0000 D Buy 94.00 51,185 833.6 78,356 61.40 1.53 5,508 8,048 9,658 10,637 6.61 9.65 11.59 12.76 11.62 31 46 20 10 14.2 9.7 8.1 7.4 8.1 6.0 6.4 15.7

DFCC Bank DFCC.N0000 M MTB 1 27 .1 0 26 ,1 06 2 65 .1 3 3,69 4 9 8. 48 1 . 29 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 11.6 10.9 9.8 10.5 4.0 3.1 11.1

H a tton N a ti o na l Ba nk H NB.N 00 00 D Buy 149.10 44,141 397.5 59,260 111.06 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 7.8 8.3 7.5 5.0 13.9Hatton National Bank [X] HNB.X0000 D Buy 115.80 44,141 397.5 46,025 111.06 1.04 4,787 6 ,149 6 ,686 7 ,645 12.04 15.47 16.82 19.24 1 8.04 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 67.50 20,609 475.2 32,076 43.37 1.56 3,840 6,379 3,928 8.08 13.42 8.27 109 66 8.4 5.0 8.2 - - 31.0

LB Finance LFIN.N0000 M Buy 142.70 4,522 69.3 9,883 65.30 2.19 1,020 1,625 1,931 2,224 1,787 14.73 2 3.46 2 7.88 3 2.11 25.80 1 04 59 19 15 9.7 6.1 5.1 4.4 5.5 5.0 3.5 35.9

National Development Bank NDB.N0000 D Buy 153.40 18,491 164.2 25,189 112.61 1. 36 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 11.7 9.3 8.5 7.4 8.3 7.5 4.9 14.6

N at io ns T ru st B an k N TB .N 00 00 D Buy 61.90 9,586 230.6 14,275 41.57 1.49 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 13.2 9.3 7.8 6.1 7.8 2.1 3.4 16.0

Pa n As ia Ba nk PABC.N0000 D 19.40 3,865 295.0 5,724 13.10 1.48 362 824 761 1.23 2.79 2.58 (7) 128 15.8 6.9 7.5 1.0 5.2 21.3

Pe op le 's Le as i ng PLC.N0000 M Buy 1 3. 00 18 ,3 70 1,56 0. 0 2 0,28 0 1 1. 78 1. 10 2 ,6 05 4 ,5 03 3 ,2 53 3 ,8 84 3 ,4 91 1 .6 7 2 .8 9 2 .0 9 2 .4 9 2 .2 4 1 2 6 7 3 (28) 19 7.8 4.5 6.2 5.2 5.8 1.0 7 .7 2 4. 5

Sa mpa th Ba nk SAMP.N0000 D Buy 238.00 24,122 162.7 38,731 148.23 1. 61 3,484 4, 151 4,975 5,636 4,784 21. 41 2 5.51 3 0.57 3 4.63 29.40 68 19 20 13 11.1 9.3 7.8 6.9 8.1 9.0 3.8 17.2

Seyla n Bank SEYB.N0000 D 61.40 19,242 338.1 20,758 56.91 1.08 1,207 1,006 2,278 3.57 2.98 6.74 117 (17) 17.2 20.6 9.1 1.0 1.6 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 7,722.5 407,971 35.16 1.50 35,172 45,118 47,565 4.55 5.84 6.16 57 28 11.6 9.0 8.6 53.1 16.6

Full Sector (61) 536,086 1.57 9.9

Beverage, Food and Tobacco

Ca rgi ll s CAR G.N0000 M 150.00 7,666 224.0 33,600 34.22 4.38 1,089 1 ,079 704 1 ,315 887 4 .86 4.82 3.14 5.87 3.96 54 ( 1) ( 35) 87 30.9 31.1 47.7 25.6 37.9 2.0 1.3 1 4.1

Ce yl o n T ob ac co Co mp a ny CT C. N0 000 D 8 39 .00 4, 534 18 7. 3 157 ,1 65 24 .20 34 .66 5 ,09 7 6, 56 9 7, 919 8 ,6 67 8 ,14 5 2 7. 21 35 .07 42 .2 7 4 6. 27 43 .4 8 2 4 2 9 21 9 3 0. 8 23 .9 1 9. 8 18 .1 1 9. 3 37 .1 4 .4 144 .9

Di sti ll eri es DI ST.N0000 M Buy 183.50 40,157 300.0 55,050 133.86 1.37 8,124 5,982 6,109 7,643 6,210 27.08 19.94 20.36 25.48 20.70 186 (26) 2 25 6.8 9.2 9.0 7.2 8.9 3.0 1.6 14.9

Li on Bre we ry LI ON.N0000 M Buy 319.50 5,493 80.0 25,560 68.66 4. 65 1,013 1, 262 1,562 2,256 1,258 12. 67 15.78 19.52 2 8.19 15.72 58 25 24 44 25.2 2 0.2 16. 4 11.3 20. 3 4.0 1.3 23.0

Ne stl e ( La nk a) NES T.N0000 D 1,625.00 2,825 53.7 87,304 52.59 30.90 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 46.2 33.2 31. 7 25.0 32. 9 47.5 2.9 93.2

Sample Sector (5) 60,675 845.0 358,679 71.80 5.91 17,214 17,525 19,051 23,377 19,149 20.37 20.74 22.54 27.66 22.66 7 4 2 9 23 20.8 20.5 18.8 15.3 18.7 93.6 28.9

Full Sector (20) 415,619 4.56 15.8

Chemicals & Pharmaceuticals

CIC Holdings CIC.N0000 M 65.00 7,291 94.8 6,160 76.93 0.84 929 916 557 9.80 9.67 5.88 57 (1) 6.6 6.7 11.1 3.2 4.9 12.6

Lankem Ceylon 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 10,048 92.49 0.91 2,060 1,469 918 17.34 12.37 7.73 121 (29) 4.9 6.8 10.9 5.7 13.4

Full Sector (10) 20,648 1.08 10.6

Construction & Engineering

Co lombo Dockya 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) 20,116 1.38 7.4

Diversified Holdings

Aitken Spence SPEN.N0000 M 126.70 25,912 406.0 51,440 63.82 1.99 2,536 3,709 3,947 6.25 9.14 9.72 22 46 20.3 13.9 13.0 1.4 1.1 14.3

CT Holdings CTHR.N0000 M 134.10 12,614 183.1 24,553 68.89 1.95 864 1,213 1,060 4.72 6.63 5.79 131 40 28.4 20.2 23.2 2.1 1.5 9.6

Ca rsons Cumberbatch CARS.N0000 M 456.00 32,393 196.4 89,552 164.94 2.76 4,541 5,763 2,418 23.12 29.34 12.31 38 27 19.7 15.5 37.0 2.0 0.4 17.8

Exp o la n ka H ol d i ng s EXPO. N0 00 0 M LTB 7 .00 8, 754 1 ,9 54. 9 13 ,6 84 4 .48 1 .56 1 ,54 7 1, 05 5 1, 264 1 ,8 02 1 ,06 3 0. 79 0 .54 0 .6 5 0. 92 0 .5 4 1 99 (32) 20 43 8.8 13.0 10.8 7.6 12.9 0.1 1.7 12.0

Hayleys HAYL.N0000 M 300.00 18,822 75.0 22,500 250.97 1.20 725 2,520 1,063 9.66 33.60 14.18 (59) 248 31.0 8.9 21.2 4.0 1.3 13.4

Hemas Holdings HHL.N0000 M 28.00 10,946 515.3 14,428 21.24 1.32 1,210 1,209 1,445 2.35 2.35 2.80 34 (0) 11.9 11.9 10.0 0.5 1.8 11.0

John Keel ls Holdings JKH.N0000 M 230.00 76,368 852.4 196,058 89.59 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 Peiris RICH.N0000 M 7.70 6,830 1,939.2 14,932 3.52 2.19 1,681 2,340 2,106 0.87 1.21 1.09 190 39 8.9 6.4 7.1 0.7 9.1 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 ibe l One VONE.N0000 M Buy 17 .60 3 0, 502 1, 08 6. 6 19 ,1 23 28 .07 0. 63 57 9 2, 02 5 1, 695 2 ,3 23 1 ,85 1 0. 53 1 .86 1 .5 6 2. 14 1 .7 0 25 0 (16) 37 33.1 9.4 1 1.3 8.2 10.3 0.3 1.7 6.6

Sample Sector (10) 230,953 7,987.9 455,230 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) 490,003 1.83 16.9

Healthcare

As iri Hospital Hold. ASIR.N0000 M 12.50 4,304 1,099.1 13,739 3.92 3.19 191 440 506 0.17 0.40 0.46 3 130 72.0 31.2 27.2 0.3 2.0 10.2

Nawaloka Hos pitals NHL.N0000 M 3.10 3,421 1,409.5 4,369 2.43 1.28 1,071 275 475 0.76 0.20 0.34 999 (74) 4.1 15.9 9.2 0.1 1.6 8.1

Lanka Hos pitals LHCL.N0000 M 39.40 27,164 223.7 8,815 121.41 0.32 289 424 475 1.29 1.89 2.12 3,892 46 30.5 20.8 18.6 0.5 1.3 1.6

Sample Sector (3) 34,889 2,732.3 26,923 12.77 0.77 1,551 1,139 1,456 0.57 0.42 0.53 436 (27) 17.4 18.5 0.8 3.3

Full Sector (6) 39,993 2.04 19.3

Book

Val.

Share

Cap.

Market

Cap.ROE

(%)

Trailing

DY (%)4Q

Trailing

4Q

Trailing

4Q

Trailing

Earnings EPS EPS Growth (%) PER


12/13


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

8-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) D ec '1 0 D ec '1 1 D ec '1 2E De c' 13 E D ec '1 0 D ec '1 1 D ec '1 2E D ec '1 3E D ec '1 0 De c' 11 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

Ai tke n Sp. H o. H ol d . AHU N. N0 00 0 M Buy 74.10 11,344 336.3 24,919 33.73 2.20 1,034 1,395 1,897 2,148 1,604 3. 07 4.15 5. 64 6.39 4.77 97 35 36 13 24.1 17.9 13.1 11.6 15.5 0.7 0.9 12. 3

Ama ya Le is ure CONN.N0000 M Buy 85.00 2,277 48.0 4,083 47.40 1.79 470 296 344 376 361 9.78 6.16 7.16 7.83 7.52 5 78 (37) 16 9 8.7 13.8 11.9 10.9 11.3 4.0 4.7 13.0

As ia n H otel s & Pro p. AHPL. N0 00 0 M Buy 72.00 13,021 442.8 31,880 29.41 2.45 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 18.0 14.8 13.7 12.2 12.9 4.0 5.6 16. 5

Ke el ls Hote ls KHL.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 15.1 13.3 18.5 0.3 2.2 8.1

Taj TAJ.N0000 M 28.50 2,217 1 39.6 3,980 15.88 1.80 99 125 246 293 168 0.71 0.89 1.76 2.10 1.20 373 26 97 19 40.1 31.9 16.2 13.6 23.7 0.0 0.0 5.6

Tra ns As ia TRAN.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 2,622.9 100,211 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 12.3 18.3 11.0 11.9

Full Sector (35) 153,594 1.69 29.4

Land and Property

Col ombo La nd CLND.N0000 D 33.80 3,642 1 99.9 6,756 18.22 1.86 485 10 16 -19 2.43 0.05 0.08 (0.10) 20,836 (98) 67 13.9 704.4 422.2 -349.7 0 .0 0.0 0.3

Ove rs ea s Re al ity 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 18,649 22.48 0.80 1,330 2,717 1,660 2,609 1.27 2.60 1.59 2.50 (1) 104 (39) 14.0 6.9 11.2 7.1 0.3 1.4 11.6Full Sector (18) 34,711 0.81 8.0

Manufacturing

ACL Cables ACL.N0000 M 66.00 5,230 59.9 3,953 87.32 0.76 214 244 495 3.56 4.08 8.27 5,603 15 18.5 16.2 8.0 1.0 1.5 4.7

Grain Elevators GRAN.N0000 D 52.50 2,925 60.0 3,150 48.75 1.08 475 388 426 7.91 6.46 7.10 255 (18) 6.6 8.1 7.4 0.0 0.0 13.3

Ch e vr on L ub ri can ts L LU B. N0 00 0 D Hold 224.90 4,154 120.0 26,988 34.62 6.50 1,501 2,001 2,123 2,638 2,278 12. 51 16.67 17. 69 21.98 18.98 0 33 6 24 18.0 1 3.5 12.7 10.2 11.8 11.5 5.1 48. 2

Lanka Wal lti le LWL.N0000 M 60.00 4,098 54.6 3,276 75.06 0.80 484 731 704 8.87 13.39 12.90 1 51 6.8 4.5 4.7 4.0 6.7 17.8

Pi ra ma l Gl as s GLAS.N0000 M Buy 6.30 3,267 950.1 5,986 3 .44 1.83 579 686 906 1 ,024 717 0 .61 0.72 0.95 1.08 0.75 1,047 19 32 13 10.3 8 .7 6.6 5.8 8.4 0.4 5.7 21.0

Roya l Ce ra mi c RCL.N0000 M Buy 1 00 .0 0 8 ,2 13 1 10 .8 1 1,07 9 74 .1 3 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 TJL.N0000 M Buy 9.90 5,765 655.0 6,485 8.80 1.12 685 628 914 1,041 735 1. 05 0.96 1. 40 1.59 1.12 19 (8) 46 14 9.5 10.3 7.1 6.2 8.8 0.5 4.6 10.9

Tokyo Cement TKYO.N0000 M 25.20 6,050 303.8 7,655 19.92 1.27 856 979 561 2.82 3.22 1.85 132 14 8.9 7.8 13.6 1.3 5.2 16.2

Sample Sector (8) 39,702 2,314.1 68,570 17.16 1.73 6,234 7,616 7,668 2.69 3.29 3.31 58 22 11.0 9.0 8.9 20.6 4.3 19.2

Full Sector (36) 102,340 1.46 8.5

Motors

Co lo ni a l Mo to rs COLO.N0000 M 145.30 2,651 10.6 1,546 249.16 0.58 232 1 ,163 692 1,042 21. 78 109.26 65. 04 97.92 473 402 (40) 6.7 1.3 2.2 1.5 4.0 2.8 43.9

D ie s el & Mo to r E ng in ee ri ng D IMO .N 00 00 M 60 0. 00 7, 667 8. 9 5, 326 86 3. 74 0. 69 2 ,12 2 2 ,69 7 1 ,86 8 1 ,60 5 2 39. 03 303 .8 7 2 10. 44 180 .8 6 755 27 (31) 2.5 2.0 2.9 3.3 40.0 6.7 35.2

Uni te d Mo tors UML.N0000 M 98.40 6,550 67.3 6,619 97.37 1.01 903 2,275 1,466 2,601 13.42 33.83 21.79 38.66 522 152 (36) 7.3 2.9 4.5 2.5 3.0 3.0 34.7

Sample Sector (3) 16,868 86.8 13,491 194.36 0.80 3,256 6,135 4,026 5,248 37.52 70.70 46.39 60.47 651 88 (34) 4.1 2.2 3.4 2.6 47.0 4.4 36.4

Full Sector (6) 22,688 1.11 4.7Oil Palms

Bukit Darah BUKI.N0000 M 703.50 29,143 102.0 71,757 285.72 2.46 5 ,111 5,804 2,913 50.11 56.90 28.56 76 14 14.0 12.4 24.6 9.0 1.3 19.9

Sample Sector (1) 29,143 102.0 71,757 285.72 2.46 5,111 5,804 2,913 50.11 56.90 28.56 76 14 14.0 12.4 24.6 9 .0 1.3 19.9

Full Sector (5) 105,054 2.00 27.1

Plantations

Balangoda BALA.N0000 D 37.00 1,473 23.6 875 62.32 0.59 164 25 79 6.96 1.08 3.35 101 (85) 5.3 34.4 11.0 0.0 1.7

Horana HOPL.N0000 M 25.20 1,173 25.0 630 46.94 0.54 326 70 137 13.03 2.81 5.48 244 (78) 1.9 9.0 4.6 1.0 6.0

Kegal le KGAL.N0000 M 106.00 3,169 2 5.0 2,650 126.77 0.84 838 681 673 33.51 27.26 26.92 129 (19) 3.2 3.9 3.9 7.5 7.1 21.5

Kelani Val ley 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 56.00 2,620 32.0 1 ,792 81.87 0.68 668 439 556 20.87 13.71 17.37 107 (34) 2.7 4.1 3.2 2.0 3.6 16.7

Watawala WATA.N0000 M 12.70 3,379 236.7 3,006 14.28 0.89 642 413 769 2.71 1.74 3.25 49 (36) 4.7 7.3 3.9 0.4 12.2

Sample Sector (6) 14,212 376.3 11,842 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) 25,045 0.87 6.3

Power and Energy

Lanka IOC LIOC.N0000 M 20.70 11,492 532.5 11,023 21.58 0.96 877 906 2,039 1.65 1.70 3.83 307 3 12.6 12.2 5.4 0.0 7.9

Val l ibel VPEL.N0000 M 6.50 1,988 747.1 4,856 2.66 2.44 422 254 212 0.57 0.34 0.28 2 (40) 11.5 19.1 23.0 0.3 3.8 12.8

Laugfs Ga s LGL.N0000 M 26.60 5,331 387.0 10,294 13.77 1.93 853 942 967 2.20 2.43 2.50 62 11 12.1 10.9 10.6 1.5 5.6 17.7

Sample Sector (3) 18,810 1,666.6 26,174 11.29 1.39 2,151 2,102 3,217 1.29 1.26 1.93 315 (2) 12.2 12.5 8.1 11.2Full Sector (8) 33,689 1.38 9.5

Telecommunications

Di al og Axi ata DI AL.N0000 D 9.20 36,253 8,143.8 74,923 4 .45 2.07 5,047 5 ,354 6 ,521 7 ,569 6 ,511 0 .62 0.66 0.80 0.93 0.80 141 6 22 16 14.8 14.0 1 1.5 9.9 11.5 0.3 2.7 14.8

Sri La nka Tel ecom SLTL.N0000 D 43.90 54,952 1,804.9 7 9,233 30.45 1.44 3,943 4,781 5,329 4,148 2.18 2.65 2.95 2.30 402 21 11 20.1 16.6 14.9 19.1 0.9 1.9 8.7

Sample Sector (2) 91,205 9,948.6 154,156 9.17 1.69 8,990 10,135 11,850 10,659 0.90 1.02 1.19 1.07 179 13 17 17.1 15.2 13.0 14.5 11.1

Full Sector (2) 152,703 1.67 14.3

Trading

Browns BRWN.N0000 M 124.10 14,316 70.9 8,796 202.00 0.61 2,188 1,169 898 30.87 16.49 12.67 116 (47) 4.0 7.5 9.8 0.5 0.4 8.2

S in ge r S ri L an ka S IN S. N000 0 D 10 4. 60 4, 826 12 5. 2 1 3, 097 3 8. 54 2. 71 668 1,263 1,273 5.34 10.08 10.17 403 89 19.6 10.4 10.3 7.5 7.2 26.2

Sample Sector (2) 19,143 196.1 21,893 97.62 1.14 2,856 2,432 2,171 14.57 12.40 11.07 149 (15) 7.7 9.0 10.1 12.7

Full Sector (8) 27,504 1.19 14.4

Sample Market (70) 919,486 37,835.3 1,761,905 24.30 1.92 118,282 141,888 151,820 176,111 140,115 3.13 3.75 4.01 4.65 3.70 127 20 7 16 14.9 12.4 11.6 10.0 12.6 15.4

Total Market (283) 2,242,909 1.78 13.4

Book

Val.

Share

Cap.

Market

Cap.ROE

(%)

Trailing

DY (%)4Q

Trailing

4Q

Trailing

4Q

Trailing

Earnings EPS EPS Growth (%) PER


13/13


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

MataraLalith 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

[email protected]

+94 37 2232875, +94 77 3615790

The report has been prepared by Softlogic Stockbrokers (Pvt) Ltd. The information and opinions contained herein has been compiledor arrived at based upon information obtained from sources believed to be reliable and in good faith. Such information has not been

independently verified and no guaranty, representation or warranty, express or implied is made as to its accuracy, completeness orcorrectness. All such information and opinions are subject to change without notice. This document is for information purposes only,descriptions of any company or companies or their securities mentioned herein are not intended to be complete and this document is

not, and should not be construed as, an offer, or solicitation of an offer, to buy or sell any securities or other financial instruments.Softlogic Stockbrokers (Pvt) Ltd may, to the extent permissible by applicable law or regulation, use the above material, conclusions,research or analysis in which they are based before the materialized disseminated to their customers. Not all customers will receive

the material at the same time. Softlogic Stockbrokers, their respective directors, officers, representatives, employees, related personsand/or Softlogic Stockbrokers, may have a long or short position in any of the securities or other financial instruments mentioned orissuers described herein at any time and may make a purchase and/or sale, or offer to make a purchase and/or sale of any such

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purposes.

weekly plus - 2013 issue 06 (08.02.2013)

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