CAP buzz SL

As business are planing to exit Dubai, Colombo Port City is in discussing to implement a single-window system for all businesses to re establish in Colombo, Offering, 100% foreign ownership, zero tax incentives and investor-friendly benefits.

JAT signs Rs. 800 million deal to acquire New Zealand’s Mirotone, strengthening its global presence.

The construction and construction material companies have shown a good recovery after the economic crisis in 2022-23. What's next? IMO, we are ready to witness the growth phase of the sector in upcoming quarters. The nearest hardware shop can help you pick the right ones 😊.

Next🚀🌕 landing #ASI on @CSE_Media would be around 24340 mark with a high 26000 and expected seeing 🌠33400. Stay tuned! Dont ask me wen. Imagine the Possibilities. @SEC_SriLanka targeting 10% population and new products with #demutualisation will help uplift our Market.

My Article on CSE in today’s Daily FT. Phoenix rising: How Colombo Stock Exchange symbolises nation’s remarkable resurrection | Daily FT ft.lk/opinion/Phoeni…

S&P Global Ratings raised Sri Lanka’s sovereign rating to non investment rate CCC+ from Selective Default on a stable outlook citing the island nation’s economy has recovered steadily from its 2022 economic crisis. A positive development to the country economynext.com/sp-raises-sri-…

@ArifeenRavin LCBF warrants a retaining given how undervalued it is!

Interesting comparison! #LCBF #HNBF #UBF #NBFI #FINCOS season is back.

Great news

S&P upgrades to CCC+ in par with Moody’s and Fitch, Which they did last year. S&P waited for Sri Lankan Airlines Debt to be rescheduled,but going ahead with most fundamentals are improving. S&P upgrades Sri Lanka's rating to 'CCC+/C' zawya.com/en/world/india…

@CSEPrime 100% it was very decisive day,but support held! Fingers crossed! I had some conviction of recovery,given the + GDP growth figures released! I made money cz i held what ever i had during both of the pull backs during this mega rally!

@CapbuzzSl I haven’t predicted anything, just discussed possible levels. I don’t worry about being wrong. I know no one can be 100% right all the time. I’m not here to make predictions. I believe the only true measure of success in the markets is : Did you make money on the trade—yes or no?

I'm not buying the dip. I’ll wait for clear signs of strength for price to prove buyers are back in control. I haven’t seen that yet in #CSE as #ASI falls below 20#SMA Nobody can predict the bottom — don’t ask from myself too. Don't fight the Trend

ASI is trading back above the 20 SMA #CSE #SriLankaStocks #ASI #ColomboMarket #Colombo

@anuruddha_lka Old reports,it would have been much less considering nominal growth of income!

Whats 16,600,000 LKR to you ? 80% of the Sri lankan households will take 27 years to earn that. #Ranil #LKA

Clear, bold and on point – MP @Dilith_J on the RW arrest. 🎯

A YouTuber predicting the arrest of a former President before it even happens? That can’t be a coincidence, could it be planned? If true, it’s a sad day when something as sacred as law and order is reduced to cheap theatrics.

Statement Made by Sudha Sudha, a popular YouTuber, recently made a completely baseless and irresponsible statement suggesting that if President Ranil Wickremesinghe appears before the Criminal Investigation Department tomorrow to give a statement, he must be arrested, produced before court, and mandatorily remanded for 14 days. He further claimed that if this does not happen, he would discontinue his YouTube programs. I as a lawyer strongly condemn this statement. Such remarks not only demonstrate a blatant disregard for the principles of justice but also seek to mislead the public into believing that judicial decisions can be dictated by personal whims or political conspiracies. By attempting to portray himself as being privy to the “inner circle” of government decision-making, Sudha is deliberately undermining public trust in the independence of the judiciary. The law is clear: under the Bail Act No. 30 of 1997, as explained by then Minister of Justice Prof. G.L. Peiris, granting bail is the rule, while refusing bail is the exception. Remanding an individual is permitted only if they evade court, obstruct investigations, or attempt to influence witnesses. It is upto to the judge who precides the case to decide whether the accused should be remanded or released on bail based on the facts presented and placed before him. It is not upto the general public to make such arbitrary statements to influence the process of administration of justice. If such actions of remanding are carried out tomorrow, there is reasonablity to believe that it is nothing less than a coordinated political vendetta involving Sudhantha Thilakasiri, Anura Kumara Dissanayake, and others within the judiciary, the Attorney General’s Department, and the Police, based on the statement made by Sudha. Sudha’s confidence in making such statements only confirms his complicity in this conspiracy. Sri Lanka’s democracy cannot afford to be hijacked by individuals who seek to weaponize the law for political revenge. If Anura Kumara Dissanayake’s leadership resorts to such practices, it would mirror and signal an authoritarian regime. I call upon all citizens to remain vigilant against such reckless narratives and stand firmly for the rule of law and the independence of our judiciary.

Every time i brought this up people got antsy. Now it is front page headlines. Free education with no strings is a disaster.

Glad our #USTarriffs are at 20% so we can continue to be regionally competitive. Credit goes to all who worked on it on our #SriLanka side (seen and unseen) and appreciation to @USTradeRep for understanding our limitations. Let’s now seriously work on breaking down the walls around us and building bridges to the world!

🔥 ACCESS ENGINEERING PLC (AEL.N0000): INSTITUTIONAL TRADE ALERT 🔥 Is This the Next CSE Titan in the Making? — Full Spectrum Deep Dive — July 14, 2025 Access Engineering PLC (AEL) just roared +4.85% to LKR 54.00, but under the surface brews something far bigger: a breakout-backed, structurally primed construction juggernaut with fundamentals, flows, and momentum all screaming next mid-cap alpha king. Here’s your institutional-grade breakdown: 🔹 MACRO + SECTOR ROTATION EDGE With Colombo’s ASPI just closing at 18,838.39 (+1.60%, 1Y: +59.62%), capital goods and infrastructure plays are becoming the smart money proxy for Sri Lanka’s post-IMF recovery + Belt & Road infrastructure cycle. CSE’s Capital Goods Index surged +2.66% today. AEL is the volume + sentiment leader. 🔹 FUNDAMENTALS: INFRASTRUCTURE BEAST MODE • Revenue FY24: LKR 34.27B • Net Profit FY24: LKR 5.97B • EPS (TTM): 6.0 • Dividend Yield: 3.88% • P/S: 1.5x | P/E: N/A (turnaround year, earnings spike in Q4) Breakdown: • 𝐂𝐨𝐧𝐬𝐭𝐫𝐮𝐜𝐭𝐢𝐨𝐧 = Core engine (government + private sector) • 𝐌𝐚𝐭𝐞𝐫𝐢𝐚𝐥𝐬 = Vertical integration (quarry, asphalt, concrete = margin moat) • 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 + 𝐀𝐮𝐭𝐨𝐦𝐨𝐭𝐢𝐯𝐞 = Optionality kicker • 𝐂𝐚𝐬𝐡 & equivalents: LKR 2.4B | 𝐃𝐞𝐛𝐭: LKR 27.8B → manageable given infra cycle + order book Market Cap: LKR 51.5B | Enterprise Value: LKR 79.2B → Trades with a recovery discount relative to fundamentals 📊 TECHNICALS — MULTIFRAME ALPHA BUILD 1D Chart • 🔺 +27% in 1 month, +60% YTD, +139% 1Y • Price: LKR 54.00 • EMAs 10–200: ALL aligned long • MACD: Bullish crossover • RSI: 86.4 (overbought but supported by momentum) • 📈 Chart Pattern: Cup & Handle (confirmed) → breakout above LKR 52. Targeting LKR 61–65 4H Chart • RSI: 85.1 (some heat) • Hull MA: Turning down slightly → expect short-term consolidation • Bullish continuation likely unless price dips below LKR 50.3 pivot • Structure resembles Flag breakout > Retest 1W Chart • Supertrend confirmed — long for 4 consecutive weeks • Long-term channel breakout confirmed April 2025 • MACD: Accelerating • Momentum: Rising slope → breakout likely sustainable 📦 OWNERSHIP + FLOAT DYNAMICS • 77% closely held (founders + insiders) • Only 23% float = illiquidity premium → Any volume burst = explosive upside risk → Today’s +4.85% move backed by strong turnover on low float 🎯 TRADE SETUP (INSTITUTIONAL-GRADE) • Entry Zone: LKR 52.50–54.00 • Stop Loss: LKR 48.00 (below trendline + MA cluster) • Target 1: LKR 60.00 • Target 2: LKR 65.00 • Target 3 (cycle peak): LKR 75+ if macro tailwinds + capex cycle confirm → R/R = ~3:1 → Position sizing critical given RSI heat; consider layering via breakout pullbacks 🧠 MY SYNTHESIS Access Engineering is no longer just a construction stock folks! it’s a macro-leveraged, capital cycle proxy sitting at the heart of Colombo’s infrastructure renaissance. The combination of sector flows, earnings inflection, multi-frame technicals, and float scarcity make this one of the highest-conviction swing setups on the CSE right now. 📌 Keep on radar if: • ASPI closes above 19,000 this week • Capital goods index maintains sector leadership • IMF tranche + China BRI tailwinds accelerate This is not retail froth! this is the start of institutional rotation. #AEL #CSE #SriLanka #ASPI #InfraAlpha #ColomboStocks #UltraAlphaEdge #AccessEngineering #MacroMomentum #TradingView #FrontierMarkets #CupAndHandle #BreakoutStocks