@Channa_Amare AGAL's rubber sector has also been a drag on its performance.
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Neerajan
328 posts
#AGAL has underperformed #CSE #lka and palm oil (CPO) plantation peers over past year
Part of the relative underperformance may be due to AGAL having the lowest CPO acreage, output and yields among the four main CPO plantations in SL
No dividend announced so far for 2025 too 🤔
Channa Amaratunga@Channa_Amare
Almost all of #WATA's GP is from palm oil, with dairy sector still in the red WATA has an industry best TTM ROE of 73% and TTM dividend yield of 6% But share is not cheap on 19.4x TTM EPS Amid a FY24-25 payout ratio of over 100%, WATA also has limited cash reserves #CSE #lka
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@Channa_Amare The Sampath AMEX Everyday Credit Card offers cashback capped at 1,000 per month. Fuel surcharges are also refunded by Sampath.
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Agree
#NTB's cashback offer is not as good as HSBC-SL
But an effective 4% max cashback return (Rs1 k for Rs25 k spend) is still probably among the better cashback deals in #lka credit card space
#DFCC has 1-3% cashback without a Rs1,000 monthly cap like #NTB
Any others?
#CSE
Dineth Heshan @dinethheshan__
Still cannot match what HSBC gave this replacement is a total downgrade, The HSBC Platinum Card offered a Rs. 1,000/= monthly cashback on a minimum total purchases of Rs. 25,000/= across the categories : supermarkets, telephone, water, electricity, and fuel. The HSBC Live+ Card offered a Rs. 1,500/= monthly cashback on a minimum total purchases of Rs. 25,000/= across the categories: Uber, PickMe, Scope Cinemas, and other dining and shopping.
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Really useful in understanding broker reports.
I Set Price Targets at Goldman Sachs — They're Not What You Think youtu.be/FdgEzf6SrLE?si… via @YouTube
YouTube
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Neerajan retweetledi
Clients don’t want teams. They want results!
Nalaka Gunawardene@NalakaG
Sri Lankan tech workers are cheap, AI cheaper: Tech layoffs are happening, but aren’t as bad as rumoured. What does this mean for #lka BPO/KPO industries? How can we buck global trend disrupting labour markets? Ask for state intervention as @sanjiva suggests? Or adapt & innovate as @mangkaru advocates? Another good story by @ExaminerLK - we just wish they'd publish writer's by-line! examiner.media/ai-is-cheaper-…
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@growclublk Retail is not from Keells alone; it includes revenue from John Keells CG Auto.
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This is how John Keells Holdings made its money in FY25
Retail leads the game, but transportation and leisure aren't far behind.
With FY25/26 reports nearing...
what changes do you expect in the revenue mix?
#JKH #ColomboStockExchange
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@Thisal92 @Channa_Amare @realridhma Sampath Bank from 2015 to 2025 was a fast-growing company. Along with the dividends, the return was really great.
MELS was another example with significantly better dividend yield.
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@Channa_Amare @Neerajan_S @realridhma HAYL really blew up, more than 20x from 2020 to 2026, and it's still trading around 12 PE. Are there any other solid stocks out there that have seen gains like that, besides EXPO?
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There is a new king on the #CSE
➡️ While #JKH and #CTC were battling for the title of #lka's largest market cap company, they were both blindsided by #COMB
🎯 Including its non-voting shares, the market capitalisation of COMB is now Rs338 bn - which puts it ahead of JKH and CTC
Channa Amaratunga@Channa_Amare
Defensive #CTC share has outperformed #JKH over past one and six months - Including dividends, CTC up +42% in past year (vs +29% without dividends) ➡️ JKH's lead at top of #CSE #lka cut to under Rs13 bn Inclusive of its non-voting shares, #COMB is #2 with market cap of Rs324 bn
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@danukalive While cost-reflecting pricing is important, why is the cost side of the equation being ignored? CEB should also undergo scrutiny in controlling costs. Letting CEB’s inefficiency affect the cost of living locally should also be equally criticized.
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CEB has accumulated losses of 103.20B since 2021, with total losses on the balance sheet now at 414.45B. A steady quarterly profit of 20B could turn retained earnings positive within 5 years.
Unfortunately, CEB’s tariff revisions have been overturned or delayed due to the involvement of PUCSL and its processes. The government needs to review this and reconsider PUCSL’s role in tariff decisions under the law.
CEB’s tariff structure must allow it to recover costs from consumers. If not, and the burden is passed to the Treasury, it will effectively be recovered as an indirect tax—where low-income groups end up paying the highest proportion of their income.
There may be election promises, but it is clear they are not practical given CEB’s financial position.
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@FI_Srilanka If CPC is making loss selling fuel at the same price as LIOC, how would LIOC make profit?
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@realridhma @Thisal92 @Channa_Amare While this is true, past performance shows that JKH management is unable to deploy their excess cash in investments that provide attractive returns on investment. The risk sometimes is staying invested in a low-return investment in a high-inflation environment.
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@Thisal92 @Channa_Amare Compared to JKH which has a balance sheet almost close to 100billion of short term investments. Their balance sheet is well guarded and protected through out years and that’s why they have always been at the top for many decades
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Neerajan retweetledi
#NTB to widen lead in #lka credit cards once HSBC SL retail banking unit integrated in May
Credit card dues were under 3% of gross loans at most SL banks and growth was below broader market in 2025
But aggressive competition suggests strong returns from related fee income
#CSE
Channa Amaratunga@Channa_Amare
HSBC SL confirms transfer of retail banking operations to #NTB on 1 May 2026 HSBC #lka card holders will get new NTB MasterCard cards HSBC SL's credit card portfolio was Rs22 bn as at Sept 2025 vs Rs28 bn for NTB as at 31 Dec 2025 Seven HSBC branches to transition to NTB #CSE
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@danukalive Government taxes on fuel makes up almost 50% of the final costs, if they can reduce that cost by atleast 10% this could be manageable in the short term.
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I think the Gov is not managing this right here. It seems like they are planning a fuel price revision only at the end of March 2026. If we adjust by 10% now and then review the situation again at the end of March, consumers and businesses can absorb that pressure. But when it suddenly needs to go up by 20–30% instantly, that will be a shock for everyone. The same applies to electricity and gas. It seems we are taking a break in hell !
Danuka Peiris (DP)@danukalive
I think, considering the increase in fuel prices, the Government has to consider increasing fuel prices by at least 10% without even waiting until next month to adjust for the losses. The same has to be done for the electricity bill as well. If the PUCSL mechanism is delaying the process, the necessary laws have to be passed to mitigate or even bypass them. The QR system has to be re-implemented to maintain proper distribution. This has to be done within this week if the Government can foresee things in advance.
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Overnight money market liquidity has risen to a record LKR 266B. However, banks and NBFIs still face challenges in growing deposit bases if they price deposits in line with T-bill rates. This is largely because liquidity is concentrated in a few banks.
#LK #LKR @CSE_Media @CBSL
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@Channa_Amare CommBank's digital banking services are not up to par.
It looks like they are still maintaining a decentralised database.
You have to visit branches to get simple things done, like changing account information.
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#COMB's Q+ payment app offers 7.8% cashback for utility bill payments on 4 Feb 2026
Any views on how Q+ compares vs rival payment apps like #NTB's FriMi, #HNB's Solo and #NDB's Neos?
Amid reduced offers, has usage eased?
As a payment option, what is edge over cards?
#CSE #lka
Channa Amaratunga@Channa_Amare
10% cashback on bills over Rs5,000 today at Keells supermarkets for payments via Q+ app - Maximum cashback : Rs1,500 🎯 Cashback discount is on total bill and there are no exclusions, with 10% cashback also applying for already discounted products @ComBank_LK #CSE #lka
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@danukalive Pack could face margin pressure, a trend seen across Sri Lanka's packaging industry.
LWL Group's latest annual report (2024/25) confirms ongoing margin pressure in the packaging sector. Increases in trade receivables and impending rises in utility costs are further concerns.
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PACK.N OCT–DEC results were materially supported by a tax reversal. Despite weaker operating performance, the group recorded a tax income of LKR 218.6 mn, compared to a tax expense in the corresponding quarter last year. This one-off adjustment lifted PAT to LKR 219.2 mn and EPS to 0.66, masking the underlying pressure at the operating level
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Neerajan retweetledi
If you:
• Do 2-3 hours of deep work
• Walk 8k-10k steps everyday
• Exercise at least 4 times per week
• Save 20% of your pay check
• Sleep 8 hours every night
• Read 10 pages a day
You're ahead of 95% of the population.
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@danukalive The company reported significant increases in NPL over this quarter
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AMF reported an EPS of 1.48 for the OCT–DEC quarter, reflecting a sharp 21% YoY decline and a 35% QoQ drop, raising concerns over earnings stability
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@danukalive It looks like the market capitalization of DOCK is detached from reality.
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The DOCK rights issue has been oversubscribed and is likely to be one of the largest rights issues on the CSE in proportional terms. The issuance of 9 additional shares for every 2 existing shares is significant. With the listing of the new shares, DOCK’s market capitalisation will increase substantially
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@Channa_Amare How would this impact the construction costs of companies that require regular repairs or maintenance, such as those in the hotel sector?
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Copper and aluminium prices are soaring
But oligopolistic #lka cable sector should be able to pass on higher imported raw material costs to local consumers
Protecting margins in more competitive foreign markets may be harder, even though currency depreciation will boost topline
Channa Amaratunga@Channa_Amare
Some points on in-demand #CSE #lka cable sector: • Forward numbers matter more than TTM valuations • What is a 'fair' forward multiple for sector? • 4Q numbers restated at times in audited results • #SIRA TTM data affected by unusual loss in 4Q25 and record profit in 2Q26
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@Channa_Amare I think the Ceylon Index Fund from Ceylon Asset Management closely follows the returns of the S&P SL20.
Are there any other funds that track the S&P SL20?
Do you have any insights?
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Interesting that broader #CSE #lka ASPI trounced the more liquid S&P SL20 in 2025
S&P SL20's 2025 gains lagged ASPI by 15%
➡️ Largely due to flat share price performance of market heavyweight #JKH?
Total return indices would be ~5% higher after adding back reinvested dividends
Colombo Stock Exchange@CSE_Media
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