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Sri Lanka Equity Forum » Stock Market Talk » GROUP LEASE PUBLIC COMPANY LIMITED vs COCR

GROUP LEASE PUBLIC COMPANY LIMITED vs COCR

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1 GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Wed Oct 05, 2016 8:02 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
PLease go through this image. this is Group Lease PLC. details. then you can understand why they choose commercial credit. according to this data they. they will bring more money to here and expand the business. this is very good deal for both parties.


1 Thai Baht = 4.2 Rs


and Thailand inters rates are very low. deposit maximum rate is 2.8% (which is i found)

please state your ideas...

2 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Wed Oct 05, 2016 11:01 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@stockback wrote:PLease go through this image. this is Group Lease PLC. details. then you can understand why they choose commercial credit. according to this data they. they will bring more money to here and expand the business. this is very good deal for both parties.


1 Thai Baht = 4.2 Rs


and Thailand inters rates are very low. deposit maximum rate is 2.8% (which is i found)

please state your ideas...



this is Group Lease financial status.

I can see clear reason to enter COCR and enter to sri lankan Market with good group. they have plan to expand the business.

3 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Wed Oct 05, 2016 11:20 pm

Chinwi

avatar
Associate Director - Equity Analytics
Associate Director - Equity Analytics
But you didn't see what is their business.

They found miracle by offering leasing without guarantee to rural folk to buy motorcycles.

Their main business is leasing motorbikes. In Thailand there are millions of customers for that trade each year.  Motorcycle taxi people generate lot of money to them. Each and every road you get them.

In Sri lanka I do not think they can find  that kind of easy market.  Our leasing business is to face big challenges in near future.
In Burma , yes they will success.





Even thousands of  School girls use bikes to go to school in Thailand.

4 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Wed Oct 05, 2016 11:24 pm

EquityChamp

avatar
Moderator
They have indicated to use COCR as an arm for digital financing other than COCRs current micro finance business.

5 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Wed Oct 05, 2016 11:52 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
GL - 55 Billion worth Assets making 2 to 2.2 Billions per year(last five years AVG very low)

net profit / Assets (not Net assets ) = 2.2/55 %=4%

investing 10 Billions COCR. they can add net  profit to report (Group Profit) = 1/10 % = 10%

if they invest another 22 Billions and drag all stocks in future = 3.2/32 % = 10%

at the same time they can increase Share holder capital and increase the Deposits(Loans from Thailand banks) invest here and then they can expand the business Rapidly.

Thailand they can get deposits around 2.8% Interest rates. they have enter to well established company and expand the business. 110 is not bad price from there side. COCR side also that is good price.

this is Win - Win situation. which is they mention in the docs.

any other ideas welcome......
we no need to fight we have to discussed here..
Thank You



Last edited by stockback on Thu Oct 06, 2016 12:48 am; edited 1 time in total

6 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 12:39 am

kapifm

avatar
Manager - Equity Analytics
Manager - Equity Analytics
totally agree with stock back machaan......only discuss   no  fights    sunny

EquityChamp

avatar
Moderator
Some times without paying such high price they might not be in a position to get a significant stake. They need at least 20% to consolidate COCR results and I think that may be one of the reason for higher prices.

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
if its private placement. we can see something different.
but stocks buying then hand to hand they has to pay cash to clients(there is three people to pay)

difficult to manage it. if they do some stocks swap etc...

Bullrunner7

avatar
Manager - Equity Analytics
Manager - Equity Analytics
My broker says it's not advisable to buy at these prices ?
(I think it would be a good short term investment)
What do you guys think ?
Please advise me ?

10 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 9:44 am

EquityChamp

avatar
Moderator
@Bullrunner7 wrote:My broker says it's not advisable to buy at these prices ?
(I think it would be a good short term investment)
What do you guys think ?
Please advise me ?

I have already published my advise. You may read it.

11 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 9:48 am

samaritan


Vice President - Equity Analytics
Vice President - Equity Analytics
@EquityChamp wrote:
@Bullrunner7 wrote:My broker says it's not advisable to buy at these prices ?
(I think it would be a good short term investment)
What do you guys think ?
Please advise me ?

I have already published my advise. You may read it.
 Gainer has predicted that this will reach 100+.
Therefore, my decision is not to buy and your broker is right, you have a sincere broker!

12 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 9:58 am

ruwan326

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@samaritan wrote:
@EquityChamp wrote:
@Bullrunner7 wrote:My broker says it's not advisable to buy at these prices ?
(I think it would be a good short term investment)
What do you guys think ?
Please advise me ?

I have already published my advise. You may read it.
 Gainer has predicted that this will reach 100+.
Therefore, my decision is not to buy and your broker is right, you have a sincere broker!
Ok , lets ask all the brokers what to do with COCR ?Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy

13 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 10:54 am

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@samaritan wrote:
@EquityChamp wrote:
@Bullrunner7 wrote:My broker says it's not advisable to buy at these prices ?
(I think it would be a good short term investment)
What do you guys think ?
Please advise me ?

I have already published my advise. You may read it.
 Gainer has predicted that this will reach 100+.
Therefore, my decision is not to buy and your broker is right, you have a sincere broker!
  Brokrs la dannawa bambuwa.

kisima deyak danne naha. e madiwata boruth kiyanawa. ehenam mama RSI RSI 85 di buy karanne naha. Rules hutas patas ekak nisai. dan lehesiyen collect karganna thibba.

thawa drop unoth buy karanawa

14 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 10:58 am

worthiness


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
COCR may expand leasing activities to heavy sophisticated machinery & equipment meeting the demand on forth coming construction boom. Even non-secured motor cycle leasing would popular in rural areas at early stage though it is risky. Perhaps they might be thinking of gradual business diversification in the future.

15 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 11:07 am

ruwan326

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@stockback wrote:
@samaritan wrote:
@EquityChamp wrote:
@Bullrunner7 wrote:My broker says it's not advisable to buy at these prices ?
(I think it would be a good short term investment)
What do you guys think ?
Please advise me ?

I have already published my advise. You may read it.
 Gainer has predicted that this will reach 100+.
Therefore, my decision is not to buy and your broker is right, you have a sincere broker!
  Brokrs la dannawa bambuwa.

kisima deyak danne naha. e madiwata boruth kiyanawa. ehenam mama RSI RSI 85 di buy karanne naha. Rules hutas patas ekak nisai. dan lehesiyen collect karganna thibba.

thawa drop unoth buy karanawa
I thought I am the only one investing with out listening to my broker Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy

Also what ever you see in this forum about any share,you need to analyze before planing to buy that share Basketball Basketball Basketball Basketball Basketball

16 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 11:29 am

kapifm

avatar
Manager - Equity Analytics
Manager - Equity Analytics
i have the same experience with my brokers...but  some times they are right   some times wrong   but  no complains...

17 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 11:30 am

ruwan326

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@kapifm wrote:i have the same experience with my brokers...but  some times they are right   some times wrong   but  no complains...
 So what they said about COCR?????????? Very Happy

18 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 11:33 am

kapifm

avatar
Manager - Equity Analytics
Manager - Equity Analytics
they   were   not  sure..and  asked  me  to  wait   until it come further  down....but i will collect  if it comes below 65

19 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 11:50 am

Chinwi

avatar
Associate Director - Equity Analytics
Associate Director - Equity Analytics
So people are not confident of their own conclusions.

If they target over 100 why wait for 2-3 rupee drop ?

buy 68-70 .

Note: -I am not a trader or wave player.
I do not touch this. Too good is too good. This whole story is with lot of blossoming expectations at extreme end.
Now we follow Thais to learn about future Earnings in Sri Lankan company.

20 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 11:57 am

kapifm

avatar
Manager - Equity Analytics
Manager - Equity Analytics
Chinwi...brother   Ruwan Machaan

i Have setup my own target price to collect, after studied the pattern of  Last two Days  behavior...patience  is the key i believe will u  agree???

21 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 12:33 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@ruwan326 wrote:
@stockback wrote:
@samaritan wrote:
@EquityChamp wrote:
@Bullrunner7 wrote:My broker says it's not advisable to buy at these prices ?
(I think it would be a good short term investment)
What do you guys think ?
Please advise me ?

I have already published my advise. You may read it.
 Gainer has predicted that this will reach 100+.
Therefore, my decision is not to buy and your broker is right, you have a sincere broker!
  Brokrs la dannawa bambuwa.

kisima deyak danne naha. e madiwata boruth kiyanawa. ehenam mama RSI RSI 85 di buy karanne naha. Rules hutas patas ekak nisai. dan lehesiyen collect karganna thibba.

thawa drop unoth buy karanawa
I thought I am the only one investing with out listening to my broker Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy Very Happy

Also what ever you see in this forum about any share,you need to analyze before planing to buy that share Basketball Basketball Basketball Basketball Basketball


COCR is good share. i am going to get more quantity. this deal will happen. and its create plenty of opportunity.

I just check Upper limit rule i got different idea from him. actually he dont know and he advise to me. I trust that.

no need to panic and sale COCR. they will make 10-11 Rs for this year . if we consider 8 P/E with bull market and deal.

11*8 = 88, over ninenty Rs is guaranty. If mandatory offer happen we can sale it 110 level. Buying company also doesn't like to keep share price at low level.

dont forget 1.5% share in the market without top 20 share holders.

any ideas...

22 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 12:48 pm

ruwan326

avatar
Assistant Vice President - Equity Analytics
Assistant Vice President - Equity Analytics
@Chinwi wrote:So people are not confident of their own conclusions.

If they target over 100 why  wait for 2-3 rupee drop ?

buy 68-70 .

Note: -I am not a trader or wave player.
I do not touch this.  Too good is too good. This whole story is with lot of blossoming expectations at extreme end.  
Now we follow Thais to learn about future Earnings  in Sri Lankan company.
I wish there will be a day that Sri Lankans can  invest in the market with out looking at Foreign buying, foreign investments Very Happy Very Happy Very Happy Very Happy Very Happy ...........

Also, with out panic sellers and blood suckers.............

Well, am I live in the wrong country affraid affraid affraid affraid affraid

It is amazing after the Group Lease deal announcement COCR still stay in 68/= mark

23 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 1:06 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
actually this is good opportunity for real investors.

70% discounted. Time will answer all question. believe me.

I am holding.

GRAN, TKYO, GHLL ,AEL,  TAFL

and also COCR now.

my all investment will be winning

24 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 3:08 pm

troy

avatar
Moderator
Stockback, How's mine???

These days I'm focusing MAINLY on

CITK
CITW
COCR
ALLI

25 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 3:39 pm

stockback


Senior Vice President - Equity Analytics
Senior Vice President - Equity Analytics
@troy wrote:Stockback, How's mine???

These days I'm focusing MAINLY on

CITK
CITW
COCR
ALLI


i am not follow Citrus group.

ALLI and COCR are good. try to add something like

GRAn and DPL

dont ask why DPL. in future that is good stock. I dont have DPL now.

26 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 5:08 pm

ONTHEMONEY


Manager - Equity Analytics
Manager - Equity Analytics
Hi Guys!

In my view #COCR will behave how #GREG behaved in 2009-10 period! Only upward from Rs 69/- to Rs 225/- 

This is highly likely considering the very limited market float and new investor's willingness to acquire the company. Prospective HNW investor could easily speculate considering the available information and large collection at these levels.

During these days many have rumored scary information about the stock and collected at regular intervals. I sense a possible run after a sound consolidation. 

So Guys, never be too late for anything!


Good Luck

27 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 7:42 pm

trader7


Manager - Equity Analytics
Manager - Equity Analytics
I am Holding,

AEL
COCR
SAMP
TKYO
PARQ
JKH
ALUM

**all winners

28 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 7:52 pm

pfxavier


Senior Equity Analytic
Senior Equity Analytic
I am Holding

GRAN
CDB
TAFL
BFN
CITH ( Need an advice on this from experts )
COCR ( now)

29 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Thu Oct 06, 2016 8:33 pm

ONTHEMONEY


Manager - Equity Analytics
Manager - Equity Analytics
Hi Guys!

Really value gems are in e portfolio! Sit back and enjoy short run gains and long run returns

Good Luck

30 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Mon Nov 20, 2017 12:06 pm

Chinwi

avatar
Associate Director - Equity Analytics
Associate Director - Equity Analytics
 තායි කරයෝ COCR 111/- ට ගත්ත කියල 120/- ට යනව කියපු අය දැන් අතුරුදහන්.    

COCR 111/- ට උන ගණු දෙණුව එක්තරා  විදෙස් ආයෝජකයකු විසින් කරන ලද 'ජිල් මාට්' එකක් බව මම ඒ දිනවල ත්‍රෙඩ් කිහිපයකම කිව්ව​.   ඒ කවුරු හරි අහුවෙන එක නවත්තන්න​. ඒ සඳහා තායිලන්තෙ කෙල්ලො බයික් වල යන හැටි පවා දැම්මා.  (pl. see previous comments)
කී දෙනෙක් නොසොයා නොබලා ඒක 60-68 ට අරගත්තද දන්නෙ නෑ.

COCR වැටෙන එකක් නොවන නමුත් අධික වර්ධන වේගයේ පසුබෑමක් වීමට සියලු සාධක 2016 වන විට තිබුනා.  රටේ ජනතාවගේ පිරිහෙන ආර්ථික තත්ත්වය , බදු ප්‍රතිපත්ති බාධා කාරී වන බව ඉතා පැහැදිලිව දක් නට ලැබුනා.  ඒ අතරේ තමයි තායි ව්‍යාජ ගණුදෙණුව 111/- කරල විදෙස් ආයෝජකයා ගානක් හොයා ගත්තේ.
අපේ අය ඒකට අැස් නිලංකාර කර ගත්ත​.   කොටසක වත්කම 30 ට තියෙද්දි 66 ට අරන් 120 ට දෙන්න හීන බැලුවා. සමහරු 225 ට නගිනව කියල ලිව්ව​.
තායිලන්තෙ වත් ලංකාවෙ වත්  COCR ට ඔය තරම් ලාබ එන්න ව්‍යාපාර  වේගය නංවන්න නොහැකි බව ලියා ඇති.

ලංකාවේ   තබා ගෙන සිටි වේගයවත් සස්ටේනබ්ල් නොවන වග තේරුම් යා යුතුයි.  
පසුගිය මාස 6 තුල COCR   කොටසක  ලාභය ඊට කලින් මාස 6 ට වඩා රුපියල් 2 කින් අඩුවී අැත​.

31 Re: GROUP LEASE PUBLIC COMPANY LIMITED vs COCR on Mon Nov 20, 2017 6:21 pm

TARGET


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Thanks Chinwi. Yes we remember it. And also I remember that blood sucker stockback how promoted this one.
He will pay for those oneday.
Don't forget bfl galadari and acap...stockback

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