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    Colombo bourse witnessed a steep fall during the week with both indices closing in the negative region. ASI closing Market Statistics Analysis of Various Warrants Listed on CSE Commodity Prices BoursePrice loses grip as investors adopt a cautious Major Movements approach.

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    Colombo bourse witnessed a steep fall during the week with both indices closing in the negative region. ASI closing Market Statistics Analysis of Various Warrants Listed on CSE Commodity Prices BoursePrice loses grip as investors adopt a cautious Major Movements approach.

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    Weekly 34

    Uploaded by

    Randora Lk
    Colombo bourse witnessed a steep fall during the week with both indices closing in the negative region. ASI closing Market Statistics Analysis of Various Warrants Listed on CSE Commodity Prices BoursePrice loses grip as investors adopt a cautious Major Movements approach.

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    of 24

    Volume 34

    Weekly Review by Asia Wealth Management Research

    23rd August 2013

    Focus
    Colombo Stock Market

    Weekly Review by Asia Wealth Management Research

    In This Issue;

    ASI Daily Closing

    Weak corporate earnings coupled with depreciation of


    LKR cripples market sentiments..
    Colombo bourse witnessed a steep fall during the week with
    both indices closing in the negative region.

    Pg 02
    Colombo Bourses Billion Rupee Club
    Table below shows the members who have qualified to be a
    part of Asia Wealth Researchs Billion Rupee Club.

    (ASI)
    6,300
    6,250
    6,200
    6,150
    6,100
    6,050
    6,000
    5,950
    5,900
    5,850
    5,800

    (LKR mn)
    2,500

    2,000
    1,500
    1,000
    500
    0

    2- 5- 6- 7- 8- 12- 13- 14- 15- 16- 19- 21- 22- 23Aug Aug Aug Aug Aug Aug Aug Aug Aug Aug Aug Aug Aug Aug
    Turnover

    ASI closing

    Pg 03

    Market Statistics
    Analysis of Various Warrants Listed on CSE
    Commodity Prices

    Pg 04
    Pg05

    BoursePrice
    loses
    grip as investors adopt a cautious
    Major
    Movements
    approach

    The Colombo bourse headed south throughout the week with


    both the indices losing sharply paring the gains made during
    last week.
    Pg07

    Major Price Movements


    Company
    Sinhaputhra Finance

    All Share Index


    S&P SL20 Index
    Banking & Finance
    Food & Beverage
    Diversified
    Hotels & Travels
    Telecommunication
    Manufacturing
    Market Capitalisation (LKR bn)
    (USD bn)
    Turnover (LKR mn)
    (USD mn)
    Average Daily Turnover (LKR mn)
    Volume (mn shares)
    Foreign Purchases (LKR mn)
    Foreign Sales(LKR mn)

    23-Aug
    5,951.83
    3,342.96
    12,799.59
    20,099.13
    1,835.63
    3,171.78
    156.93
    2,969.26
    2,451.40
    18.56
    3,715.30
    28.14
    928.80
    94.20
    2,398.20
    1,376.90

    16-Aug
    6,233.21
    3,491.55
    13,097.13
    22,656.35
    1,911.80
    3,219.35
    160.87
    3,053.57
    2,567.30
    19.52
    3,964.70
    30.15
    792.90
    143.40
    2,243.70
    1,254.90

    % Chg.
    -4.5
    -4.3
    -2.3
    -11.3
    -4.0
    -1.5
    -2.4
    -2.8
    -4.5
    -4.9
    -6.3
    -6.7
    17.1
    -34.3
    6.9
    9.7

    Large Trades
    Price
    108

    +/-LKR
    25.60

    +/- %
    31.07

    Company
    HDFC

    Volume
    7,512,238

    Pch Holdings

    0.8

    0.10

    14.29

    HNB(NV)

    7,289,980

    Asia Capital

    21.9

    1.90

    9.50

    Seylan Merchant Bank(NV)

    5,834,984

    Laxapana Batteries

    4.7

    0.40

    9.30

    Hemas Holdings

    5,296,187

    Mullers & Phipps

    1.3

    0.10

    8.33

    Textured Jersey Lanka

    4,561,741

    Colombo Investment Trust

    102

    -13.10

    -11.38

    Pc Pharma

    4,398,516

    Pc House

    0.7

    -0.10

    -12.50

    Expolanka Holdings

    3,595,306

    The Finance

    9.8

    -1.70

    -14.78

    Union Bank

    3,552,954

    Cargo Boat Development Company

    110.5

    -22.50

    -16.92

    John Keells Holdings

    3,451,221

    Ceylon Tobacco

    1100

    -260.00

    -19.12

    Free Lanka Capital Holdings

    3,135,971

    Weekly Review by Asia Wealth Management Research

    23 August 2013

    Highlights for the week


    Weak corporate earnings coupled with depreciation of LKR cripples market sentiments..
    Colombo bourse witnessed a steep fall during the week with both indices closing in the negative region.The ASI lost 281.4
    points WoW to close at 5,951.8 points (-4.5%), whilst the S&P SL20 Index lost 148.6 points WoW to close at 3,343.0
    points (-4.3%). Indices lost ground mainly on the back of losses made by Ceylon Tobacco Company (-19.1% WoW),
    Nestle Lanka (-10.1% WoW), John Keells Holdings (-5.5% WoW), Sri Lanka Telecom (-4.1% WoW) and The Lion
    Brewery of Ceylon (-6.5% WoW).
    Cautious investor approach amidst weakening LKR and lower than expected corporate earnings in 2QCY2013 crippled
    market sentiments dragging down the indices towards the negative territory. The benchmark index fell below its 6,000 mark
    on Friday whilst counters witnessed across the board dips throughout the short week. Daily activities were predominantly
    energized by crossings witnessed on selected blue chips whilst retailers picked on the penny stocks.
    Investor confidence on the Banking Finance and Insurance sector was demonstrated as the sector accounted for the highest
    turnover during the week. Hatton National Bank (non-voting) topped the list accounting for c.23.0% of the total turnover
    tally, as a result of the 7mn share crossing at LKR 117.5 that took place on Monday. In addition, other notable turnover
    generators were Samapth Bank, HDFC Bank and Commercial Bank, which encountered share crossings during the
    week.
    Further, diversified John Keells Holdings, Hemas Holdings; and The Lion Brewery of Ceylon from the Beverage Food
    and Tobacco sector also witnessed crossings during the week. Moreover, the hype that was created subsequent to a news
    paper article indicating a possible deal on Union Bank, pushed the counter to record a notable turnover during the week.
    However, the counter pared the initial gains subsequent to the denial made by the two parties over the deal to end the week
    at LKR 16.6, down 1.8% WoW.
    HDFC Bank, Hatton National Bank (non-voting), Seylan Merchant Bank (non- voting) and Hemas Holdings topped
    the list in terms of volume traded during the week.
    The week saw foreign purchases amounting to LKR 2,398.2 mn whilst foreign sales amounted to LKR 1,376.9 mn. Market
    capitalisation stood at LKR 2,451.4bn and the YTD performance is 5.5%.

    A member of Asia Capital Group

    23rd August 2013

    Weekly Review by Asia Wealth Management Research

    Colombo Bourses Billion Rupee Club


    Table below shows the members who have qualified to be a part of Asia Wealth Researchs Billion Rupee Club. The
    eligibility criteria lie with their earnings reaching LKR1 bn mark. The list will be refreshed on a quarterly basis identifying
    the new qualifying members whilst eliminating the disqualifying.
    Company

    Price

    JOHN KEELLS HOLDINGS


    COMMERCIAL BANK [V]
    COMMERCIAL BANK [NV]
    NDB
    DIALOG TELEKOM
    CEYLON TOBACCO
    HNB [V]
    HNB [NV]
    DISTILLERIES
    BUKIT DARAH
    SRI LANKA TELECOM
    SAMPATH BANK
    CARSON CUMBERBATCH
    DFCC BANK
    NESTLE LANKA
    AITKEN SPENCE
    PEOPLES LEASING
    CENTRAL FINANCE
    OVERSEAS REALTY
    LANKA IOC
    ASIAN HOTEL & PROPERTIES
    CHEVRON LUBRICANTS
    ACCESS ENGINEERING LIMITED
    TAPROBANE HOLDINGS
    SEYLAN BANK [V]
    SEYLAN BANK [NV]
    UNITED MOTORS
    NATIONS TRUST BANK
    CEYLON GUARDIAN
    COLOMBO DOCKYARD
    CEYLINCO INSURANCE [V]
    CEYLINCO INSURANCE [NV]
    CEYLON COLD STORES
    RICHARD PIERIS
    LOLC
    HAYLEYS
    AIT. SPENCE HOTEL HOLD.
    ASIRI SURGICAL
    LB FINANCE
    ROYAL CERAMICS
    HEMAS HOLDINGS
    CEYLON TEA SERVICES
    DIPPED PRODUCTS
    VALLIBEL ONE LIMITED
    CEYLON INVESTMENT
    CEYLON THEATRES
    JOHN KEELLS HOTELS
    COMMERCIAL LEASING & FINANCE
    TRANS ASIA
    LAUGFS GAS
    LAUGFS GAS [NV]
    EXPOLANKA HOLDINGS
    LION BREWERY
    TEXTURED JERSEY

    241.00
    117.00
    93.80
    154.00
    8.50
    1,100.00
    150.00
    114.70
    192.90
    690.00
    39.30
    188.50
    390.00
    128.00
    2,200.00
    121.00
    14.30
    180.10
    17.60
    27.00
    68.40
    300.00
    21.00
    4.50
    60.00
    33.00
    108.00
    60.50
    178.00
    212.00
    1,101.00
    390.00
    160.00
    6.90
    50.50
    293.00
    67.00
    10.10
    104.20
    89.00
    32.00
    649.90
    105.20
    16.00
    82.00
    140.00
    11.70
    3.90
    82.40
    27.50
    21.00
    7.40
    360.00
    13.70

    Trailing
    ROE
    13.6%
    17.9%
    17.9%
    37.6%
    22.0%
    222.7%
    15.3%
    15.3%
    11.2%
    15.8%
    8.8%
    17.1%
    11.6%
    12.5%
    112.2%
    11.6%
    15.8%
    18.9%
    13.2%
    22.3%
    11.5%
    52.8%
    19.1%
    77.3%
    11.0%
    11.0%
    27.3%
    19.9%
    13.6%
    19.5%
    13.8%
    13.8%
    20.9%
    23.9%
    9.3%
    8.3%
    13.8%
    50.6%
    32.0%
    19.9%
    13.6%
    18.1%
    20.7%
    4.5%
    14.4%
    8.7%
    6.9%
    13.6%
    17.6%
    16.4%
    16.4%
    11.7%
    17.7%
    17.7%

    BVPS

    Net Profit

    104.8
    62.4
    62.4
    139.2
    4.8
    19.5
    128.2
    128.2
    164.6
    312.2
    31.1
    166.7
    176.7
    106.1
    57.2
    69.1
    12.2
    153.6
    26.6
    24.5
    49.0
    37.8
    12.5
    4.0
    57.3
    57.3
    109.6
    43.9
    179.1
    141.5
    537.6
    537.6
    96.5
    4.1
    42.0
    299.5
    38.4
    6.5
    76.9
    75.8
    23.6
    395.7
    114.3
    28.6
    88.7
    72.2
    11.2
    1.2
    30.3
    16.8
    16.8
    4.6
    73.9
    8.8

    3
    A member of Asia Capital Group

    12,201.1
    9,462.2
    9,462.2
    8,624.1
    8,536.4
    8,152.0
    7,814.9
    7,814.9
    5,519.7
    5,042.4
    4,960.0
    4,773.4
    4,013.8
    3,523.2
    3,446.1
    3,266.8
    3,045.0
    3,041.1
    2,954.5
    2,908.8
    2,494.3
    2,396.4
    2,382.2
    2,258.4
    2,165.5
    2,165.5
    2,012.9
    2,011.5
    2,002.4
    1,983.4
    1,960.3
    1,960.3
    1,915.7
    1,902.7
    1,862.6
    1,855.0
    1,782.0
    1,738.4
    1,702.7
    1,670.4
    1,657.7
    1,435.0
    1,417.9
    1,403.5
    1,258.8
    1,149.7
    1,121.0
    1,068.2
    1,065.7
    1,060.8
    1,060.8
    1,060.7
    1,045.9
    1,016.6

    Trailing
    EPS
    14.2
    11.1
    11.1
    52.4
    1.0
    43.5
    19.6
    19.6
    18.4
    49.4
    2.7
    28.5
    20.4
    13.3
    64.1
    8.0
    1.9
    29.0
    3.5
    5.5
    5.6
    20.0
    2.4
    3.1
    6.3
    6.3
    29.9
    8.7
    24.4
    27.6
    74.2
    74.2
    20.2
    1.0
    3.9
    24.7
    5.3
    3.3
    24.6
    15.1
    3.2
    71.8
    23.7
    1.3
    12.8
    6.3
    0.8
    0.2
    5.3
    2.7
    2.7
    0.5
    13.1
    1.6

    Trailing
    PE

    PBV

    16.9
    10.5
    8.4
    2.9
    8.1
    25.3
    7.7
    5.9
    10.5
    14.0
    14.3
    6.6
    19.1
    9.6
    34.3
    15.0
    7.4
    6.2
    5.0
    4.9
    12.1
    15.0
    8.8
    1.5
    9.6
    5.3
    3.6
    6.9
    7.3
    7.7
    14.8
    5.3
    7.9
    7.1
    12.9
    11.8
    12.6
    3.1
    4.2
    5.9
    9.9
    9.1
    4.4
    12.4
    6.4
    22.3
    15.2
    23.3
    15.5
    10.0
    7.7
    13.6
    27.5
    8.8

    2.3
    1.9
    1.5
    1.1
    1.8
    56.3
    1.2
    0.9
    1.2
    2.2
    1.3
    1.1
    2.2
    1.2
    38.5
    1.8
    1.2
    1.2
    0.7
    1.1
    1.4
    7.9
    1.7
    1.1
    1.0
    0.6
    1.0
    1.4
    1.0
    1.5
    2.0
    0.7
    1.7
    1.7
    1.2
    1.0
    1.7
    1.6
    1.4
    1.2
    1.4
    1.6
    0.9
    0.6
    0.9
    1.9
    1.0
    3.2
    2.7
    1.6
    1.3
    1.6
    4.9
    1.6

    Mkt Cap
    Mn
    206,757.2
    92,911.2
    5,116.2
    25,362.7
    69,222.1
    206,056.1
    47,826.5
    9,180.7
    57,870.0
    70,380.0
    70,931.0
    31,622.2
    76,590.9
    33,932.5
    118,196.0
    49,125.5
    22,592.0
    18,889.5
    14,845.3
    14,378.3
    30,285.8
    36,000.0
    21,000.0
    3,298.3
    10,558.6
    5,576.4
    7,264.8
    13,951.7
    14,613.2
    15,234.1
    22,020.0
    2,501.6
    15,206.4
    13,510.8
    23,997.6
    21,975.0
    22,531.4
    5,337.4
    7,216.6
    9,860.3
    16,489.3
    12,998.0
    6,297.4
    17,384.9
    8,078.2
    25,633.6
    17,036.9
    24,873.1
    16,480.0
    9,212.5
    1,092.0
    14,466.4
    28,800.0
    8,973.5

    Weekly Review by Asia Wealth Management Research

    23rd August 2013

    Analysis of Warrants Listed on the CSE


    The below table depicts a comparison of the warrants trading price with its intrinsic value (derived through the Black
    Scholes Call option valuation method). The 6th column to the right depicts the difference between the intrinsic value and
    the traded price. Hence, the positive figures would explain the potential for the respective warrant to further appreciate.
    (Price to be constant). However, it is noted that the intrinsic value is derived based on the current value of the underlying
    stock price, its volatility, period to maturity and the risk free rate. Hence, any adverse movement of the mentioned
    assumptions would have an adverse impact on the warrant value, and any favourable movement would positively impact
    the warrant value (E.g.: if in case the asset price appreciates from the existing, it would invariably increase the value of the
    warrant.Thus, the negative value would denote that the warrant is overvalued at the current price (assuming the underlying
    stock.)

    Exercise
    price
    CLPL-W-0013
    CLPL-W-0014
    GREG-W-0003
    GREG-W-0006
    REEF-W-0019

    118.00
    142.00
    36.00
    39.00
    40.00

    Share Price
    (2013/08/23)
    67.00
    67.00
    12.80
    12.80
    16.90

    Expiry Date
    25-Aug-14
    25-Aug-15
    24-Feb-14
    24-Feb-15
    15-Jun-15

    4
    A member of Asia Capital Group

    Warrant Price
    (2013/08/23)
    1.20
    1.50
    0.30
    1.00
    1.40

    Price According to
    Undervalued/
    Black Scholes model
    (Overvalued)
    (Intrinsic value)
    0.00
    (1.20)
    0.00
    (1.50)
    0.00
    (0.30)
    0.00
    (1.00)
    0.00
    (1.40)

    23rd August 2013

    Weekly Review by Asia Wealth Management Research

    Commodity Prices
    Date as at

    Brent Crude Oil (USD/barrel)

    02.08.13

    08.08.13

    16.08.13

    23.08.2013

    WoW %
    change

    109.5

    107.4

    109.7

    110.2

    0.5

    METALS
    Gold (USD/ounce)

    1,293.0

    1,294.9

    1,360.1

    1,376.8

    1.2

    Copper LME (USD/ton)

    6,999.0

    6,983.8

    7,309.5

    7,320.0

    0.1

    21.08.2013

    WoW %
    change

    458.30

    1.2

    23.08.2013

    WoW %
    change

    n/a

    n/m

    23.08.2013

    WoW %
    change
    0.6
    0.2
    0.1
    -1.5
    0.1

    AGRI
    Date as at
    Tea LKR/Kg
    Date as at
    Rubber (RSS 1) LKR /Kg
    Exchange Rates (LKR)
    USD
    EURO
    STG (GBP)
    YEN
    YUAN (CNY)

    31.07.13
    444.02
    01.08.13
    402.75
    02.08.13
    131.65
    173.95
    199.06
    1.32
    21.48

    08.08.13
    446.65
    08.08.13
    390.00
    08.08.13
    131.65
    175.65
    204.06
    1.36
    21.52

    14.08.13
    453.02
    13.08.13
    390.00
    16.08.13
    131.65
    175.79
    205.68
    1.35
    21.55

    132.40
    176.19
    205.87
    1.33
    21.57

    Source: Bloomberg, CBSL, RDDSL, Asia Siyaka, Citi Bank

    Oil
    Crude oil prices rose during the week largely owing to the signs of improvement seen in the U.S jobs market as a result of
    the decline in jobless claims that also highlights an economic recovery in the U.S. Meanwhile, the Conference Boards
    gauge of the economic outlook for next 3-6 months improved by 0.6% after being stagnated a month ago. In addition,
    Chinese manufacturing resumed expansions and output in factories in the Europe region also improved supporting the rise
    in crude oilprice.

    Gold
    Gold prices remained rather volatile during the week, whilst gold for December delivery climbed up by 0.4% USD
    1,376.0/ounce on the COMEX on Thursday. Federal Reserve policy makers plans to taper stimulus, in case of an
    economic recovery brought in bearish sentiments amongst gold traders, whist analyst expectations on Gold prices
    remained mixed. However, lower price, increased demand for gold in Indonesia, India and China, which resulted in a
    WoW rise of 1.2% in gold prices.

    5
    A member of Asia Capital Group

    Weekly Review by Asia Wealth Management Research

    23rd August 2013

    Copper
    Price of copper continued to advance with the fall in U.S jobless claims, the growth in Chinese manufacturing outputand
    improvement in factory output in the European region. In addition, the reduction in stockpiles, for the 27th consecutive
    session as per the LMEs inventory tracking system also supported the increase in prices. Improving economic data from
    worlds largest economies; the U.S, China and EU compelled fund managers to anticipate the copper prices to reach a high
    of $7,400, whilst copper for delivery in three month on the LME rose 0.2% to 7,336.0/ton.

    Forex Markets
    US dollar strengthened against a bulk of major currencies and Asian currencies,subsequent to few economic indicators
    showing signs of an economic recovery in the U.S, and the Federal Reserves July minutes indicating a possible tapering
    of the bond-buying programme. Expansions in the manufacturing in the Euro zone after a lapse of 26 months in August
    2013, strengthened the Euro against the USD. In addition, Australian dollar and the Canadian dollar weakened against the
    greenback possibly with the recovering of the U.S economy.

    Source: Bloomberg

    6
    A member of Asia Capital Group

    Weekly Review by Asia Wealth Management Research

    23rd August 2013

    Conclusion
    Bourse loses grip as investors adopt a cautious approach
    The Colombo bourse headed south throughout the week with both the indices losing sharply paring the gains made
    during last week. Meanwhile, the bench mark ASI fell below the 6,000 mark on Friday, whilst both the indices
    plunged more than 2% during the day due to the price dips witnessed across the board led by few large cap counters.
    Food Beverage and Tobacco sector counters Ceylon Tobacco and Nestle Lanka which witnessed foreign and
    institutional participation over the recent past lost 19% and 14% WoW respectively during the week, however
    registering YTD return of 52% and 48%. Despite the indices losing momentum, large scale transactions that
    dominated the weeks activities pushed the weeks turnover level recording an average weekly turnover of
    LKR928.8mn, an increase of 17% WoW. Mixed corporate earnings for 2QCY2013, continuous fall in LKR (which
    depreciated c. 0.6% WoW) and the news on foreign funds gradually pulling out of the regional markets in favour of
    developed markets such as US would have possibly caused the investors to adopt a cautious approach as the bourse
    witnessed heavy selling across the board. Further, the external data released by the CBSL yesterday indicated that the
    import expenditures witnessed a faster growth (15.3% YoY) than export earnings (6.8% YoY) for the month June
    resulting in widening of trade deficits.
    Further, the regional markets and currencies also witnessed steep dips during the week, due to funds pulling out of
    these markets (which have been witnessing a slowdown in theri economies), in favour of the US which has showed
    signs of recovery. This was triggered subsequent to the Federal Reserves July meeting minutes which indicated a
    possible tapering of the stimulus. However, the emerging markets gradually picked up during Fridays trading
    subsequent to the positive economic indicators that came in from the US, China and Europe.
    Meanwhile, the Colombo bourse witnessed a net foreign inflow during the week with a WoW increase of 3%.
    Investor participation has been persisting on Sri Lankan equity market presumably due to the relatively higher
    growth prospects of the Sri Lankan economy cf. regional peers and the strong growth profiles posted by selected
    listed companies. However, continuous fall in LKR will remain a challenge to the companies that are largely
    depending on imported raw materials for their production, whilst it would favour companies who earn revenue in
    USD.

    7
    A member of Asia Capital Group

    23rd August 2013

    Weekly Review by Asia Wealth Management Research

    Focus on Investment Key Buys


    Manufacturing
    X LKR 21.50

    LKR

    Tokyo Cement
    N LKR 26.60

    TKYO, being the joint market leader in the cement industry, has its
    grinding facility located in Trincomalee, ideally located for the
    rebuilding boom. TKYO, a direct beneficiary of construction sector
    upturn, is in a strong position to take advantage of increasing demand
    in current excess capacity. TKYO completed a 10 MW bio mass power
    plant which provides them significant cost advantage together with
    additional boost to top line.

    35
    33
    31
    29
    27
    25
    23
    21

    LKR

    TKYO

    23
    22
    21
    20
    19
    18
    17
    16

    TKYOX

    Banking & Finance

    N LKR 113.40

    LKR

    LB Finance
    .0

    LB Finance is a leading registered finance company engaged in


    Leasing and Hire Purchase business. Company is operating with a
    total asset base of LKR 54bn as at Mar 2013, and an island wide
    branch net work of 89. With satisfactory liquidity levels and capital
    adequacies, company is poised to take advantage in any growth in
    credit demand.The projected decline in interest rates in the economy
    and rising demand for credit is to provide many opportunities for these
    business models. Further company would stay ahead of other finance
    companies consequent to its strong fundamentals, high interest
    margins, high ROE etc...Therefore we rate LFIN as a worthwhile
    investment with a time span of medium to long term.

    Manufacturing

    LFIN

    7.5
    7
    6.5
    6
    5.5
    5
    4.5

    LKR

    Piramal Glass
    LKR 5.80

    180
    170
    160
    150
    140
    130
    120
    110
    100

    The company is the sole glass manufacture in Sri Lanka who supplies
    glasscontainers to thefood and beverages, cosmetics, perfumery and the
    pharmaceutical sectors. The company at present virtually holds a
    monopolistic position in the Local market with an approximately 97%
    market share. Further, with their state of the art manufacturing plant in
    Horana, coupled with the growing demand derived from the rapid
    developments taking place within the Sri Lankan economy, the
    company is likely to deliver better returns to its shareholders.

    GLAS

    8
    A member of Asia Capital Group

    23rd August 2013

    Weekly Review by Asia Wealth Management Research

    Focus on Investment Contd...


    180
    170
    160
    150
    140
    130
    120

    Banking & Finance


    X- LKR 114.10

    LKR

    Hatton National Bank


    N-LKR 155.0

    HNB is the second largest private commercial bank with a total asset
    base of LKR459.4bn as at end 2012, and number one private bank in
    terms of branches with a strong network of over 247. HNB which has a
    relatively larger retail deposit base is projected to enjoy higher interest
    spreads and would also benefit from the growth in SME lending. With,
    the expected drop in interest rates in the economy consequent to the cut
    policy rates and lifting the credit ceiling that prevailed during 2012,
    coupled with the strong capital adequacies; the bank is expected to
    continue its growth momentum. Therefore considering these factors we
    rate HNB as a mid to longer term investment.

    HNB
    140
    130
    120
    110
    100
    90
    80

    LKR

    HNBX

    Banking& Finance

    LKR

    Sampath Bank
    N LKR 192.90

    The bank expects a moderate pace on branch expansions for 2013 as it


    has achieved sufficient coverage while aggressively developing and
    promoting electronic banking channels. As the pioneer in blending IT
    with banking, the company will revamp its existing products and
    innovate new customer focus products. The bank is well poised to take
    advantage of the current economic developments taking place in the
    country. The credit ceiling that existed during 2012, limited the growth
    of LCBs, including Sampath bank. However, the removal of the ceiling
    from 2013, and the anticipated drop in interest rates coupled with
    SAMPs strong capital adequacies, would enable the bank to enter
    another growth phase in its performance. Therefore considering these
    factors we rate SAMP as a mid to longer term investment.

    SAMP

    Construction

    24
    22
    20
    18
    16
    14

    LKR

    Access Engineering
    N LKR 21.60

    Access Engineering (AEL) is a total solutions provider in the


    construction industry with activities ranging from engineering designs,
    geotechnical services, piling and horizontal drilling. The firm is the
    premiere choice for large & specialized construction activities such as
    roads & highways, ports & marine, water & waste management, whilse
    its clientele includes government entities such as the Road Development
    Authority (RDA), Urban Development Authority (UDA) and Board of
    Investments (BOI) as well as private sector firms such as Dialog Axiata,
    Taisei Corporation etc.. The firm is well poised to capitalize on the
    construction boom taking place in the Island with its proven track record.

    AEL

    9
    A member of Asia Capital Group

    248
    228
    208
    188
    168
    148
    128

    Weekly Review by Asia Wealth Management Research

    Focus on Investment Contd...


    Note: The following counters have been removed from our Foucs on Investment- Key Buys list; SPEN,
    PLC, COMB, JKH and CIC and the reasons are as follows;
    JKH, COMB, SPEN and PLC- limited upside potential within a 1 year period
    CIC- Continuous deteriotion in performance

    10
    A member of Asia Capital Group

    23rd August 2013

    23rd August 2013

    Weekly Review by Asia Wealth Management Research

    Stock Exchange Announcements


    As at 23rd August2013
    Dividends announcements

    Company
    Associated Motor Finance Company PLC

    Dividend
    Per share
    (LKR)

    Final/ Interim

    XD Date

    Payment
    Date

    10.00

    Final (Subject to 10% Dividend tax)

    08-08-2013

    21-08-2013

    Tokyo Cement Company (Lanka)PLC

    1.00

    First & Final (Voting & Non Voting)

    12-08-2013

    21-08-2013

    Lanka Walltiles PLC

    2.00

    Second Interim

    12-08-2013

    22-08-2013

    Second Interim (Less Withholding tax)

    14-08-2013

    23-08-2013

    Ceylon Tobacco Company PLC

    15.00

    Access Engineering PLC

    0.25

    Final

    14-08-2013

    26-08-2013

    ACL Plastics PLC

    1.00

    Interim

    19-08-2013

    29-08-2013

    Samson International PLC

    2.00

    First & Final

    22-08-2013

    02-09-2013

    Ceylon Tea Brokers PLC

    0.17

    First & Final

    22-08-2013

    02-09-2013

    Onally Holdings PLC

    1.50

    Final

    23-08-2013

    03-09-2013

    Hayleys Fibre PLC

    0.30

    Interim (Not liable to 10% dividend tax)

    23-08-2013

    03-09-2013

    Richard Pieris and Company PLC

    0.25

    Interim

    28-08-2013

    30-08-2013

    Dankotuwa Porcelain PLC

    0.40

    Final

    12-09-2013

    20-09-2013

    Lanka IOC PLC

    1.00

    Final

    16-09-2013

    25-09-2013

    Orient Finance PLC

    0.20

    First & Final

    17-09-2013

    26-09-2013

    Final

    18-09-2013

    27-09-2013

    Alliance Finance Company PLC

    15.00

    Convenience Foods Lanka PLC

    1.50

    First & Final

    20-09-2013

    30-09-2013

    HVA Foods PLC

    0.20

    First & Final

    20-09-2013

    30-09-2013

    Trade Finance & Investments PLC

    0.91

    Final

    20-09-2013

    30-09-2013

    Swadeshi Industrial Works PLC

    1.00

    Final

    23-09-2013

    30-09-2013

    First & Final

    23-09-2013

    27-09-2013

    0.02

    Final

    23-09-2013

    01-10-2013

    25.00

    Final

    23-09-2013

    01-10-2013

    Lanka Ventures PLC

    1.00

    Final

    24-09-2013

    02-10-2013

    Lankem Ceylon PLC

    1.50

    First & Final

    25-09-2013

    03-10-2013

    Renuka Agri Foods PLC

    0.10

    Final

    26-09-2013

    04-10-2013

    Renuka Holdings PLC

    0.70

    Final (Voting & Non-Voting)

    26-09-2013

    04-10-2013

    Renuka Shaw Wallace PLC

    0.30

    Final (Voting & Non-Voting)

    26-09-2013

    04-10-2013

    Elpitiya Plantations PLC

    0.50

    First & Final

    27-09-2013

    07-10-2013

    Distilleries Company of Sri Lanka PLC

    3.00

    Final

    30-09-2013

    08-10-2013

    E-Channelling PLC

    0.50

    Final

    01-10-2013

    09-10-2013

    Lanka Milk Foods (Cwe) Plc

    1.50

    First & Final

    01-10-2013

    02-10-2013

    Cargo Boat Development Company Plc

    1.50

    First & Final

    24-09-2013

    27-09-2013

    Renuka City Hotel Plc

    4.00

    First & Final

    24-09-2013

    27-09-2013

    Colonial Motors PLC

    3.00

    First & Final

    To be Notified

    Chilaw Finance PLC

    0.50

    First & Final

    To be Notified

    Lanka Ashok Leyland PLC


    Kandy Hotels Company (1938) PLC
    Harischandra Mills PLC

    10.00

    11
    A member of Asia Capital Group

    Weekly Review by Asia Wealth Management Research

    23rd August 2013

    Stock Exchange Announcements Contd...


    Rights issues
    Company

    Proportion / Issue Price

    Pelwatte Sugar

    01 for 04 @ LKR18.00

    The KingsburyPlc

    03 for 08 @ LKR 10.00

    XR date

    Trading of rights
    Commences on

    * Rights issue would be delayed until the outcome of the


    proposed Act with regard to acquisition of its land by the
    State is known.

    15-08-2013

    12
    A member of Asia Capital Group

    Last Date Of
    Acceptance &
    Payment

    03-09-2013

    26-08-2013

    Weekly Review by Asia Wealth Research

    23 August 2013

    Valuation Guide
    Company

    YE SH
    (mn)

    M.CAP Price
    (Bn)

    Earnings(LKR Mn)
    FY10

    FY11

    FY12

    FY13

    EPS
    FY14E FY10 FY11 FY12

    PE
    FY13 FY14E FY10 FY11 FY12 FY13

    FY14E

    DPS

    DY

    ROE

    BVPS

    PBV

    FINANCIAL SERVICES
    HNB
    HNB(NV)
    Commercial Bank
    Commercial Bank(NV)
    Sampath Bank
    NDB Bank

    Dec
    Dec
    Dec
    Dec
    Dec
    Dec

    318.84
    80.04
    794.11
    54.54
    167.76
    164.69

    47.8
    9.2
    92.9
    5.1
    31.6
    25.4

    150.00
    114.70
    117.00
    93.80
    188.50
    154.00

    4,786.8
    4,786.8
    5,508.0
    5,508.0
    3,484.5
    2,102.6

    6,148.8
    6,148.8
    8,094.7
    8,094.7
    4,150.6
    2,705.5

    8,111.0
    8,111.0
    10,079.8
    10,079.8
    5,342.6
    8,853.8

    10,003.5
    10,003.5
    10,179.2
    10,179.2
    5,759.8
    3,997.5

    11,625.6
    11,625.6
    12,351.5
    12,351.5
    7,026.0
    4,973.1

    12.0
    12.0
    6.5
    6.5
    20.8
    12.8

    15.4
    15.4
    9.5
    9.5
    24.7
    16.4

    20.3
    20.3
    11.9
    11.9
    31.8
    53.8

    25.1
    25.1
    12.0
    12.0
    34.3
    24.3

    29.1
    29.1
    14.6
    14.6
    41.9
    30.2

    12.5
    9.6
    18.0
    14.5
    9.1
    12.1

    9.7
    7.4
    12.3
    9.8
    7.6
    9.4

    7.4
    5.6
    9.9
    7.9
    5.9
    2.9

    6.0
    4.6
    9.8
    7.8
    5.5
    6.3

    5.1
    3.9
    8.0
    6.4
    4.5
    5.1

    8.50
    8.50
    6.50
    6.50
    6.00
    15.00

    5.7%
    7.4%
    5.6%
    6.9%
    3.2%
    9.7%

    16%
    16%
    19%
    19%
    20%
    36%

    129.4
    129.4
    62.4
    62.4
    162.2
    151.1

    1.2
    0.9
    1.9
    1.5
    1.2
    1.0

    CONGLOMERATES
    John Keells Hold.
    Aitken Spence Hold.

    Mar
    Mar

    857.91
    406.00

    206.8
    49.1

    241.00
    121.00

    5,201.5 8,245.6
    2,059.6 2,536.0

    9,775.0
    3,709.2

    12,201.1
    3,266.8

    12,425.0
    5,089.4

    6.1
    5.1

    9.6
    6.2

    11.4
    9.1

    14.2
    8.0

    14.5
    12.5

    39.7
    23.9

    25.1
    19.4

    21.2
    13.2

    16.9
    15.0

    16.6
    9.7

    3.50
    1.50

    1.5%
    1.2%

    14%
    12%

    104.7
    69.1

    2.3
    1.8

    FOOD & BEVERAGE


    Distilleries
    Ceylon Tobacco

    Mar
    Dec

    300.00
    187.32

    57.9 192.90
    206.1 1100.00

    2,135.7 8,124.0
    5,097.1 6,568.8

    5,675.4
    8,176.7

    5,519.7
    8,097.4

    8,918.3
    8,083.5

    7.1
    27.2

    27.1
    35.1

    18.9
    43.7

    18.4
    43.2

    29.7
    43.2

    27.1
    40.4

    7.1
    31.4

    10.2
    25.2

    10.5
    25.4

    6.5
    25.5

    45

    0.0%
    4.1%

    11%
    239%

    164.6
    18.2

    1.2
    60.3

    TOURISM
    Asian Hotels & Properties
    Aitken Spence Hotel

    Mar
    Mar

    442.78
    336.29

    30.3
    22.5

    68.40
    67.00

    629.8 1,774.5
    523.8 1,034.1

    2,150.6
    1,395.3

    2,494.3
    1,782.1

    2,617.7
    1,747.0

    1.4
    1.6

    4.0
    3.1

    4.9
    4.1

    5.6
    5.3

    5.9
    5.2

    52.7
    43.0

    18.7
    21.8

    14.1
    16.1

    12.1
    12.6

    11.6
    12.9

    4.00
    1.00

    5.8%
    0.0%

    11%
    14%

    49.0
    38.4

    1.4
    1.7

    MANUFACTURING
    Chevron Lubricants
    Tokyo (V)
    Tokyo (NV)
    Piramal Glass
    Textured Jersey

    Dec
    Mar
    Mar
    Mar
    Mar

    120.00
    222.75
    111.38
    950.09
    655.00

    36.0
    5.6
    2.2
    5.4
    9.0

    300.00
    25.30
    20.20
    5.70
    13.70

    1,501.3 2,000.6
    369.3
    855.7
    369.3
    855.7
    (61.1)
    578.7
    577.0
    685.0

    2,257.3
    973.2
    973.2
    686.4
    629.0

    2,583.5
    827.9
    827.9
    724.4
    1,016.0

    2,678.2
    1,505.0
    1,505.0
    948.2
    1,097.0

    12.5
    1.1
    1.1
    (0.1)
    0.9

    16.7
    2.6
    2.6
    0.6
    1.0

    18.8
    2.9
    2.9
    0.7
    1.0

    21.5
    2.5
    2.5
    0.9
    1.6

    22.3
    4.5
    4.5
    1.0
    1.7

    24.0
    22.9
    18.3
    N/A
    N/A

    18.0
    9.9
    7.9
    9.4
    N/A

    15.9
    8.7
    6.9
    7.9
    14.3

    13.9
    10.2
    8.2
    6.1
    8.8

    13.4
    5.6
    4.5
    5.7
    8.2

    11.00
    1.00
    1.00
    0.38
    1.24

    3.7%
    4.0%
    5.0%
    6.7%
    9.1%

    55%
    12%
    12%
    20%
    16%

    34.4
    20.1
    20.1
    3.8
    9.4

    8.7
    1.3
    1.0
    1.5
    1.4

    Construction
    Access Engineering

    Mar

    1000.00

    21.0

    21.00

    1733.00

    2382.00

    2613.00

    0.8

    1.0

    1.7

    2.4

    2.6

    N/A

    N/A

    12.1

    8.8

    8.0

    0.50

    0.1%

    19%

    12.5

    1.7

    808.0

    962.0

    *Companies with their financial year ending in December would carry forecasted figure for FY13.

    13
    A member of Asia Capital Group

    Weekly Review by Asia Wealth Research

    23 August 2013

    Broad Market
    Company

    Year
    End

    MARKET
    FINANCIAL SERVICES
    Banking
    COMMERCIAL BANK [V]
    COMMERCIAL BANK [NV]
    DFCC BANK
    HNB [V]
    HNB [NV]
    NATIONS TRUST BANK
    NDB
    PAN ASIA BANK
    SAMPATH BANK
    SEYLAN BANK [V]
    SEYLAN BANK [NV]
    HDFC
    UNION BANK
    Finance Co.s & / Merchant Banks
    ASIA CAPITAL
    ALLIANCE FINANCE
    ARPICO FINANCE
    CENTRAL FINANCE
    NATION LANKA
    LOLC
    LB FINANCE
    MERCHANT BANK
    PEOPLE'S MERCHANT
    SMB LEASING PLC [V]
    SMB LEASING PLC [NV]
    THE FINANCE
    THE FINANCE[NV]
    SOFTLOGIC FINANCE
    VALLIBEL FINANCE
    SINHAPUTRA
    SINGER FINANCE
    BIMPUTH LANKA INVESTMENTS
    TRADE FINANCE

    Price
    (LKR) 1W(%)

    Price Performance
    1M(%) 1Q(%)

    (4.51)
    (2.27)

    (2.18)
    (3.04)

    COMBN
    COMBX
    DFCCN
    HNB N
    HNB X
    NTB N
    NDB N
    PABCN
    SAMPN
    SEYBN
    SEYBX
    HDFCN
    UBC N

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB

    D
    D
    M
    D
    D
    D
    D
    D
    D
    D
    D
    D
    D

    117.00
    93.80
    128.00
    150.00
    114.70
    60.50
    154.00
    16.70
    188.50
    60.00
    33.00
    33.30
    16.60

    (2.09)
    (1.26)
    (1.16)
    (3.23)
    0.18
    (3.66)
    (5.61)
    (0.59)
    (1.46)
    (3.29)
    (2.09)
    (2.00)
    (1.78)

    (2.80)
    (2.09)
    3.91
    (4.42)
    (7.77)
    (8.65)
    (5.55)
    (8.13)
    (7.08)
    (9.74)
    (7.26)

    ACAPN
    ALLIN
    ARPIN
    CFINN
    CSF N
    LOLCN
    LFINN
    MBSLN
    PMB N
    SEMBN
    SEMBX
    TFC N
    TFC X
    CRL N
    VFINN
    SFL N
    SFINN
    BLI N
    TFILN

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    MainB
    DiriSaviB
    MainB
    DiriSaviB
    DiriSaviB

    M
    M
    M
    M
    M
    M
    M
    D
    M
    D
    D
    M
    M
    M
    M
    M
    M
    M
    M

    21.90
    9.50
    900.60 (2.64)
    93.00 (1.06)
    180.10 (2.65)
    6.90
    3.03
    50.50 (2.88)
    104.20 (8.11)
    13.70 (10.46)
    11.50 (4.17)
    0.70
    0.40
    9.80 (13.04)
    3.60 (5.26)
    28.20 (2.76)
    28.00 (3.10)
    108.00
    31.07
    11.80 (2.46)
    20.30
    4.10
    14.00 (2.78)

    (4.78)
    (5.15)
    (6.44)
    (0.72)
    (23.60)
    (11.87)
    (13.17)
    (14.38)
    (12.88)
    (12.50)
    (25.37)
    (12.20)
    (6.00)
    (6.02)
    35.00
    (6.30)
    18.02
    1.45

    (8.28)
    (9.99)

    1Y(%)

    Shares Trailing
    Mn
    ROE

    18.73
    17.41

    13.22%
    15.73%

    (5.57)
    13.81
    (6.20)
    16.96
    (13.51)
    11.79
    (11.76)
    6.38
    (8.71)
    17.84
    (10.90)
    17.25
    (12.56)
    30.30
    (19.52) (11.05)
    (15.93)
    7.45
    (16.48)
    8.89
    (13.91)
    21.48
    (25.76) (34.04)
    (16.16)
    24.81
    (22.06)
    (2.11)
    (14.68)
    (5.71)
    (32.67)
    (19.46)
    (19.04)
    (25.95)
    (30.30)
    (22.22)
    (25.00)
    (39.02)
    (32.08)
    (15.57)
    (12.19)
    37.58
    (19.59)
    (23.68)
    (5.41)

    (29.13)
    44.12
    10.98
    31.56
    (18.07)
    20.24
    (12.44)
    (38.57)
    (14.18)
    (30.00)
    (48.45)
    (28.00)
    (12.46)
    43.43
    (9.16)
    16.67

    14
    A member of Asia Capital Group

    794.11
    54.54
    265.10
    318.84
    80.04
    230.61
    164.69
    295.04
    167.76
    175.98
    168.98
    64.71
    349.25
    110.00
    2.43
    4.46
    104.88
    249.95
    475.20
    69.26
    135.00
    67.50
    1191.77
    614.07
    57.97
    100.00
    37.45
    41.55
    6.30
    165.33
    26.93
    56.80

    17.87%
    17.87%
    12.52%
    15.29%
    15.29%
    19.89%
    37.62%
    18.73%
    17.07%
    10.95%
    10.95%
    1.48%
    3.34%
    13.68%
    na
    26.65%
    15.95%
    18.88%
    na
    9.33%
    31.95%
    1.44%
    na
    7.87%
    7.87%
    na
    na
    12.66%
    31.21%
    8.76%
    12.41%
    8.95%
    19.33%

    BVPS

    62.41
    62.41
    106.14
    128.17
    128.17
    43.85
    139.21
    13.86
    166.66
    57.32
    57.32
    37.54
    14.31
    7.21
    826.66
    97.64
    153.59
    1.85
    42.01
    76.94
    21.50
    12.40
    0.52
    0.52
    -34.41
    -34.41
    32.23
    22.56
    128.72
    11.47
    12.81
    11.86

    Net Profits
    4 Qtrs
    trailing

    Mar13

    Dec12

    197,090.60 53,026.05
    68,426.88 12,335.75
    39,343.47 7,566.77
    9,462.15 2,256.05
    9,462.15 2,256.05
    3,523.25 1,226.63
    7,814.90 1,262.19
    7,814.90 1,262.19
    2,011.46
    501.93
    8,624.13
    506.89
    765.86
    151.45
    4,773.44 1,055.90
    2,165.54
    509.51
    2,165.54
    509.51
    36.00
    38.43
    166.73
    57.79
    16,200.61 3,363.04
    (627.32) (240.79)
    535.34
    150.45
    69.49
    20.94
    3,041.11
    703.25
    (173.82)
    5.64
    1,862.55
    171.58
    1,702.67
    466.10
    41.79
    (2.29)
    (89.27)
    (25.71)
    74.51
    17.77
    74.51
    17.77
    (1,611.16) (349.08)
    (1,611.16) (349.08)
    152.87
    64.76
    292.52
    91.26
    71.00
    13.99
    235.42
    57.03
    30.86
    26.70
    130.20
    30.58

    64,311.55
    29,068.30
    15,680.20
    2,433.00
    2,433.00
    795.10
    3,168.72
    3,168.72
    455.50
    6,797.20
    259.38
    1,313.80
    454.56
    454.56
    (7.80)
    10.74
    3,187.29
    (101.30)
    147.63
    20.00
    756.28
    2.03
    513.84
    442.40
    6.92
    (27.97)
    19.00
    19.00
    (510.40)
    (510.40)
    32.78
    72.60
    15.30
    63.04
    1.23
    27.88

    Net Profits (mn)


    Sep12
    Jun12
    48,205.01
    13,656.25
    7,943.94
    2,303.20
    2,303.20
    819.13
    1,676.38
    1,676.38
    566.53
    678.77
    195.40
    1,044.53
    589.19
    589.19
    0.01
    70.79
    5,095.89
    (145.25)
    144.21
    10.38
    796.33
    (81.05)
    605.22
    429.15
    30.48
    1.28
    27.83
    27.83
    (357.76)
    (357.76)
    55.33
    66.92
    31.19
    61.19
    3.94
    71.12

    32,257.34
    11,514.28
    8,152.55
    2,469.90
    2,469.90
    682.38
    1,707.60
    1,707.60
    487.50
    641.28
    159.63
    1,359.21
    612.27
    612.27
    5.36
    27.42
    2,651.62
    (139.98)
    110.77
    18.18
    785.24
    (100.43)
    656.84
    432.96
    6.67
    (36.87)
    9.91
    9.91
    (393.92)
    (393.92)
    61.74
    59.43

    Trailing Trailing
    EPS
    PE

    PBV Market Cap


    (mn)

    12.44
    9.00

    1.64 2,451,390.30
    1.42

    11.15
    11.15
    13.29
    19.59
    19.59
    8.72
    52.36
    2.60
    28.45
    6.28
    6.28
    0.56
    0.48

    10.5
    8.4
    9.6
    7.7
    5.9
    6.9
    2.9
    6.4
    6.6
    9.6
    5.3
    59.9
    34.8

    1.9
    1.5
    1.2
    1.2
    0.9
    1.4
    1.1
    1.2
    1.1
    1.0
    0.6
    0.9
    1.2

    92,911.16
    5,116.15
    33,932.50
    47,826.53
    9,180.71
    13,951.74
    25,362.73
    4,927.19
    31,622.19
    10,558.64
    5,576.44
    2,154.86
    5,797.55

    na
    220.31
    15.57
    29.00
    na
    3.92
    24.58
    0.31
    na
    0.04
    0.04
    na
    na
    4.08
    7.04
    11.28
    1.42
    1.15
    2.29

    na
    4.1
    6.0
    6.2
    na
    12.9
    4.2
    44.3
    na
    17.0
    9.7
    na
    na
    6.9
    4.0
    9.6
    8.3
    17.7
    6.1

    3.0
    1.1
    1.0
    1.2
    3.7
    1.2
    1.4
    0.6
    0.9
    1.3
    0.8
    -0.3
    -0.1
    0.9
    1.2
    0.8
    1.0
    1.6
    1.2

    2,409.00
    2,188.46
    415.01
    18,889.49
    1,724.67
    23,997.60
    7,216.59
    1,849.50
    776.25
    834.24
    245.63
    568.07
    360.00
    1,056.20
    1,163.42
    679.96
    1,950.93
    546.75
    795.21

    Weekly Review by Asia Wealth Research

    Company
    CITIZENS DEVELOP. BUS.FINANCE
    CITIZENS DEVELOP.BUS.FINANCE [NV]
    SENKADAGALA FINANCE
    SWARNAMAHAL FINANCE
    CHILAW FINANCE LIMITED
    COMMERCIAL CREDIT LIMITED
    MERCANTILE INVESTMENTS
    MULTI FINANCE
    LANKA ORIX FINANCE
    ABANS FINANCIAL SERVICES
    CENTRAL INV & FINPLC
    ASSOCIATED MOTOR FINANCE PLC
    CAPITAL ALLIANCE FINANCE LIMITED
    NANDA INVESTMENTS AND FINANCE
    SOFTLOGIC CAPITAL LIMITED
    ENTRUST
    PEOPLES LEASING
    ASIA ASSET FINANCE LIMITED
    ORIENT FINANCIAL SERVICE
    SANASA DEVELOPMENT BANK
    COMMERCIAL LEASING & FINANCE
    GEORGE STEUART FINANCE
    Insurance
    AMANA TAKAFUL INS.
    ASIAN ALLIANCE
    CEYLINCO INSURANCE [V]
    CEYLINCO INSURANCE [NV]
    AIA INSURANCE LANKA
    HNB ASSURANCE
    UNION ASSURANCE
    JANASHAKTHI
    Venture Capital Co.s
    NDB CAPITAL
    FIRST CAPITAL
    LANKA VENTURES

    CDB N
    CDB X
    SFCLN
    SFS N
    CFL N
    COCRN
    MERCN
    MFL N
    LOFCN
    AFSLN
    CIFLN
    AMF N
    CALFN
    NIFLN
    SCAPN
    ESL N
    PLC N
    AAF N
    ORINN
    SDB N
    CLC N
    GSF N

    MainB
    MainB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    MainB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    MainB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB

    Year
    End
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    D
    M
    M

    ATL N
    AAICN
    CINSN
    CINSX
    CTCEN
    HASUN
    UAL N
    JINSN

    DiriSaviB
    DiriSaviB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB

    D
    D
    D
    D
    D
    D
    D
    D

    CDICN
    CFVFN
    LVENN

    MainB
    MainB
    MainB

    D
    M
    M

    Price Performance
    1W(%)
    1M(%) 1Q(%) 1Y(%)
    (0.98)
    (2.87) (17.14)
    16.33
    19.74 (3.96)
    29.08
    - 150.00
    6.67
    (23.81) (50.00) (71.43)
    (6.67)
    2.44 (17.11)
    (1.57)
    1.63 (8.09) (16.11)
    (6.67)
    (18.84) (38.24) (22.58)
    - (14.29) (14.29)
    0.88
    7.19
    5.21 (3.38)
    (22.22)
    (41.67) (70.83) (82.05)
    11.18
    1.92
    0.14
    4.83
    (4.73)
    (14.36) (35.60) (40.81)
    (1.15)
    6.17
    45.76
    (11.11)
    (28.57) (38.46) (38.46)
    (2.63)
    (15.14) (28.02)
    4.52
    (2.74)
    - (6.58)
    33.96
    (5.00) (24.00) (26.92)
    (2.68)
    2.11 (0.68) (23.28)
    (3.49)
    0.38 (2.67)
    6.80
    (2.50)
    (4.88) (15.22)
    25.81
    22.73
    12.73
    0.75
    -

    40.60
    36.40
    50.00
    1.60
    12.60
    12.40
    2200.00
    17.50
    3.10
    34.30
    0.80
    366.90
    16.10
    8.60
    4.00
    18.50
    14.30
    1.90
    14.50
    80.10
    3.90
    675.00

    1.40
    95.80 (0.21)
    1101.00 (15.12)
    390.00 (3.70)
    305.00 (4.06)
    50.00 (5.48)
    109.40
    4.19
    13.80 (1.43)
    489.00
    17.20
    36.00

    (1.67)
    -

    (12.50) (12.50) (12.50)


    (3.13) (6.08)
    12.71
    (8.15)
    5.02
    39.57
    0.15
    2.66
    30.00
    (2.02) (0.65)
    10.91
    (1.96) (8.26)
    12.11
    11.63
    2.24
    12.78
    2.22
    36.63
    (0.20)
    (7.81)
    5.88

    (0.20)
    12.03
    1.69

    57.74
    45.08
    9.76

    15
    A member of Asia Capital Group

    Shares
    Mn
    46.30
    8.01
    53.37
    500.00
    33.90
    238.07
    3.01
    22.46
    2800.00
    37.00
    83.43
    5.61
    38.77
    100.72
    299.20
    33.00
    1579.86
    559.47
    115.63
    25.18
    6377.71
    22.50

    Trailing BVPS
    ROE
    17.80%
    55.32
    17.80%
    55.32
    36.69%
    29.49
    9.24%
    0.92
    9.97%
    10.08
    48.74%
    6.12
    11.05% 1898.30
    na
    16.65
    12.65%
    1.94
    8.34%
    12.01
    na
    4.48
    24.43% 111.35
    2.47%
    8.10
    5.46%
    5.29
    na
    5.90
    18.49%
    22.43
    15.83%
    12.18
    9.98%
    1.33
    21.05%
    6.92
    9.77% 149.38
    13.63%
    1.23
    5.95%
    14.87

    1000.00
    37.50
    20.00
    6.41
    30.00
    50.00
    85.71
    363.00

    13.31%
    7.17%
    13.80%
    13.80%
    18.24%
    20.74%
    23.77%
    30.24%

    0.99
    45.24
    537.64
    537.64
    136.93
    35.79
    46.50
    8.85

    32.90 135.22%
    101.25 21.46%
    50.00 17.56%

    158.25
    18.73
    20.73

    23 August 2013

    Net Profit
    4Qtrs
    534.77
    534.77
    577.42
    42.47
    34.09
    710.10
    630.79
    (78.86)
    686.28
    37.03
    (330.44)
    152.54
    7.76
    29.09
    (225.76)
    136.85
    3,045.00
    73.99
    168.48
    367.29
    1,068.23
    19.89

    Mar'13
    143.80
    143.80
    184.40
    1.10
    12.80
    313.20
    169.90
    (54.70)
    171.60
    13.70
    (182.64)
    39.80
    (2.10)
    8.70
    (65.80)
    42.00
    1,006.00
    18.20
    41.00
    117.10
    199.80
    (17.00)

    Dec'12
    169.97
    169.97
    156.48
    21.26
    8.87
    126.58
    157.79
    (10.48)
    62.77
    4.46
    (117.04)
    38.95
    4.11
    9.95
    12.34
    38.30
    534.00
    19.79
    38.85
    73.18
    273.73
    10.37

    5,252.78
    131.50
    121.60
    1,960.30
    1,960.30
    749.10
    371.11
    947.47
    971.70
    7,630.02
    7,041.20
    406.85
    181.97

    788.20
    33.20
    36.20
    326.60
    326.60
    32.00
    50.10
    111.40
    198.70
    617.74
    337.37
    220.35
    60.02

    3,629.66
    70.86
    138.81
    1,364.04
    1,364.04
    514.02
    211.26
    698.56
    632.13
    6,571.15
    6,439.40
    79.51
    52.24

    Net
    Sep'12
    148.50
    148.50
    178.10
    71.65
    12.42
    270.32
    416.78
    (13.68)
    543.10
    27.55
    (31.16)
    37.07
    5.77
    12.26
    (172.30)
    56.55
    806.00
    36.00
    88.62
    65.36
    594.70
    15.12

    Profits
    Jun'12
    97.04
    97.04
    136.29

    394.71
    10.36

    490.68
    17.08
    (25.82)
    109.16
    109.16
    99.99
    54.89
    71.61
    163.77
    219.43
    145.90
    33.95
    39.59

    160.50
    160.50
    103.09
    54.86
    65.90
    221.70
    118.53
    73.04
    30.13

    0.41
    36.73
    5.99

    710.00

    111.65

    Trailing Trailing PBV Mkt Cap Mn


    EPS
    PE
    9.85
    4.1
    0.7
    1,879.75
    9.85
    3.7
    0.7
    291.42
    10.82
    4.6
    1.7
    2,668.40
    0.08
    18.8
    1.7
    800.00
    1.01
    12.5
    1.2
    427.16
    2.98
    4.2
    2.0
    2,952.12
    209.84
    10.5
    1.2
    6,613.20
    1.12
    na
    1.1
    393.09
    0.25
    12.6
    1.6
    8,680.00
    1.00
    34.3
    2.9
    1,269.10
    0.00
    na
    0.2
    66.74
    27.20
    13.5
    3.3
    2,057.71
    0.20
    80.4
    2.0
    624.13
    0.29
    29.8
    1.6
    866.16
    -0.93
    na
    0.7
    1,196.80
    4.15
    4.5
    0.8
    610.50
    1.93
    7.4
    1.2
    22,592.03
    0.13
    14.4
    1.4
    1,063.00
    1.46
    10.0
    2.1
    1,676.56
    14.59
    5.5
    0.5
    2,016.54
    0.17
    23.3
    3.2
    24,873.07
    0.88
    763.4 45.40
    15,187.50

    0.13
    2.11
    74.21
    74.21
    24.97
    7.42
    11.05
    2.68

    11.0
    45.3
    14.8
    5.3
    12.2
    6.7
    9.9
    5.2

    1.4
    2.1
    2.0
    0.7
    2.2
    1.4
    2.4
    1.6

    1,400.00
    3,592.50
    22,020.00
    2,501.65
    9,150.00
    2,500.00
    9,377.14
    5,009.40

    213.99
    4.02
    3.64

    2.3
    4.3
    9.9

    3.1
    0.9
    1.7

    16,090.51
    1,741.50
    1,800.00

    Weekly Review by Asia Wealth Research

    Company

    Year
    End

    Price Performance
    1W(%)
    1M(%) 1Q(%) 1Y(%)
    (11.29)
    6.12
    4.11
    53.71
    (7.16)
    (5.07) (11.49) (1.73)
    (0.99)
    (8.23) (14.68)
    10.82
    (10.28)
    (11.09) (10.42)
    52.81
    (0.93)
    (4.76) (6.49)
    28.93
    1.53
    (0.78) (3.06)
    0.59
    (18.83)
    10.60
    16.47
    60.61
    (4.02)
    (12.11) (26.75) (68.25)
    0.69
    (10.49) (18.99) (61.74)
    (4.21)
    (10.71) (23.72)
    22.98
    (0.36)
    1.05 (3.95)
    60.54
    (0.55)
    18.44
    12.86 (8.85)
    (5.43)
    (11.59) (22.69) (6.15)
    (2.50)
    10.00
    4.76
    60.63
    (4.03)
    (6.49) (15.49)
    56.59
    (0.34)
    (1.67) (2.49)
    31.07
    (9.67)
    15.97
    8.23
    87.66
    (5.88)
    (12.09) (27.44) (36.51)
    (2.50) (15.22) (9.30)
    1.15
    (11.47) (10.20)
    6.28
    - (11.54) (17.86)
    (3.70)
    (7.14) (21.80) (21.80)

    BEVERAGE FOOD AND TOBACCO


    BAIRAHA FARMS
    CARGILLS
    CEYLON BREWERY
    CEYLON COLD STORES
    CEYLON TEA SERVICES
    CEYLON TOBACCO
    RENUKA SHAW WALLACE (N)
    RENUKA SHAW WALLACE [NV]
    CONVENIENCE FOOD
    DISTILLERIES
    HARISCHANDRA MILLS
    KEELLS FOOD PRODUCTS
    KOTMALE HOLDINGS
    LION BREWERY
    LANKA MILK FOODS
    NESTLE LANKA
    THREE ACRE FARMS
    RENUKA AGRI
    TEA SMALLHOLDERS
    RAIGAM WAYAMBA SALTERNS LTD
    HVA FOODS

    BFL N
    CARGN
    BREWN
    CCS N
    CTEAN
    CTC N
    COCON
    COCOX
    SOY N
    DISTN
    HARIN
    KFP N
    LAMBN
    LIONN
    LMF N
    NESTN
    TAFLN
    RAL N
    TSMLN
    RWSLN
    HVA N

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    MainB
    DiriSaviB
    DiriSaviB

    M
    M
    M
    M
    M
    D
    M
    M
    M
    M
    M
    M
    M
    M
    M
    D
    D
    M
    M
    M
    M

    CHEMICALS & PHARMACEUTICALS


    CHEMANEX
    CHEMICAL INDUSTRIES [V]
    CHEMICAL INDUSTRIES [NV]
    HAYCARB
    INDUSTRIAL ASPHALTS
    J.L. MORISON [V]
    J.L. MORISON [NV]
    LANKEM CEYLON
    SINGALANKA
    MULLERS
    UNION CHEMICALS
    PC PHARMA

    CHMXN
    CIC N
    CIC X
    HAYCN
    ASPHN
    MORIN
    MORIX
    LCEYN
    SINGN
    MULLN
    UCARN
    PCP N

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB

    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    D

    (2.47)
    72.00 (0.71)
    58.40
    0.69
    39.90 (2.92)
    185.00 (5.13)
    190.00 (12.20)
    330.00
    180.00
    130.00 (4.32)
    55.00 (6.78)
    1.30
    8.33
    409.50 (2.55)
    1.10
    -

    CONSTRUCTIONS
    COLOMBO DOCKYARD
    LANKEM DEVELOPMENTS
    MTD WALKERS
    ACCESS ENGINEERING LIMITED

    DOCKN
    LDEVN
    KAPIN
    AEL N

    MainB
    MainB
    MainB
    MainB

    D
    M
    M
    M

    212.00
    5.00
    28.50
    21.00

    131.00
    150.50
    489.00
    160.00
    649.90
    1100.00
    16.70
    14.90
    189.90
    192.90
    2370.00
    61.00
    50.60
    360.00
    118.00
    2,200.00
    32.00
    3.90
    44.00
    2.30
    10.40

    (3.63)
    (4.07)
    (5.66)
    (3.81)
    (3.24)

    Shares Trailing
    Mn
    ROE
    21.38%
    16.00 9.35%
    224.00 7.44%
    20.99 17.24%
    95.04 20.88%
    20.00 18.13%
    187.32 222.73%
    89.77 3.34%
    4.77 3.34%
    2.75 25.53%
    300.00 11.18%
    0.96 10.78%
    25.50 5.35%
    31.40 15.68%
    80.00 17.70%
    40.00 4.55%
    53.73 112.20%
    23.55
    na
    561.75 10.09%
    30.00 10.63%
    282.21 4.56%
    66.43 7.63%

    (2.87)
    2.79
    (14.12)
    (30.00)
    17.09
    (29.91)
    83.33
    50.00
    (4.39)
    (15.25)
    (23.53)
    (17.05)
    (90.27)

    (0.73) (3.70)
    17.36
    (3.64) (8.62)
    6.85
    (15.25) (30.56) (26.47)
    (7.64)
    4.91
    2.96
    2.96 (0.48)
    30.63

    (10.08)
    (8.85)
    (6.26)
    (9.32)
    (9.76)
    (17.23)
    (8.33)
    (14.85)
    (15.87)
    (10.28)
    (7.14)
    (9.00)
    (35.29)

    (16.77)
    (19.54)
    (16.57)
    (23.27)
    (7.41)
    (26.04)
    13.83
    5.45
    (29.89)
    (31.16)
    (18.75)
    (19.39)
    (80.70)

    16
    A member of Asia Capital Group

    BVPS

    23 August 2013

    106.11
    34.64
    146.27
    96.54
    395.67
    19.54
    23.69
    23.69
    132.29
    164.60
    992.94
    62.65
    23.80
    73.88
    218.34
    57.17
    32.82
    3.32
    26.86
    2.72
    7.68

    Net Profit
    4Qtrs
    23,735.40
    158.793
    577.54
    529.15
    1,915.72
    1,435.05
    8,152.00
    74.92
    74.92
    92.87
    5,519.70
    102.75
    85.55
    117.19
    1,045.91
    397.47
    3,446.13
    (263.03)
    188.04
    85.66
    35.06
    38.94

    Mar'13
    5,857.07
    84.62
    123.48
    110.55
    1,422.92
    319.97
    1,463.00
    (83.02)
    (83.02)
    62.94
    968.45
    31.27
    27.48
    38.58
    232.28
    82.56
    914.02
    21.75
    (11.70)
    29.62
    7.42
    10.87

    Dec'12
    5,449.31
    5.63
    127.20
    98.37
    62.51
    231.42
    1,984.00
    31.31
    31.31
    26.20
    1,472.85
    29.66
    37.87
    35.16
    185.68
    188.58
    949.80
    (33.67)
    6.06
    1.50
    5.70
    3.49

    Net
    Sep'12
    6,377.65
    18.50
    81.07
    169.09
    179.40
    456.20
    2,300.00
    39.80
    39.80
    3.90
    1,616.60
    22.33
    4.97
    16.12
    314.53
    78.55
    798.13
    3.57
    198.72
    30.62
    20.02
    25.54

    Profits
    Jun'12
    6,001.66
    50.08
    245.79
    151.14
    250.90
    427.46
    2,405.00
    36.79
    36.79
    (0.17)
    1,461.80
    19.49
    15.23
    27.34
    313.42
    43.98
    784.17
    (254.68)

    6.78%
    15.75
    na
    72.90 2.98%
    21.87 2.98%
    29.71 21.19%
    0.67 2.61%
    5.81 7.99%
    1.74 7.99%
    24.00 6.65%
    5.54
    na
    283.00 15.62%
    1.50 14.97%
    101.00
    na

    79.51
    81.88
    81.88
    148.67
    134.79
    266.04
    266.04
    185.81
    53.51
    0.60
    199.08
    1.59

    1,554.73
    (34.43)
    230.93
    230.93
    935.99
    2.35
    160.45
    160.45
    296.70
    (13.87)
    26.55
    44.70
    (94.64)

    328.15
    (25.63)
    55.28
    55.28
    305.87
    0.82
    52.52
    52.52
    72.81
    (15.44)
    0.26
    9.40
    (127.74)

    702.71
    (12.51)
    152.10
    152.10
    196.73
    0.52
    46.24
    46.24
    307.20
    (6.25)
    4.12
    11.27
    3.29

    378.49
    9.86
    48.63
    48.63
    243.24
    0.47
    36.52
    36.52
    (11.17)
    11.03
    13.43
    5.94
    20.54

    127.64
    (6.14)
    (17.32)
    (17.32)
    179.15
    0.55
    25.17
    25.17
    (72.66)
    (3.21)
    8.74
    13.37

    16.41%
    71.86 19.50%
    60.00
    na
    114.36 7.11%
    1000.00 19.10%

    141.55
    11.43
    33.89
    12.47

    4,464.51
    1,983.37
    (176.67)
    275.59
    2,382.23

    1,046.29
    336.04
    (204.33)
    183.20
    731.38

    1,357.34
    434.21
    36.45
    51.74
    834.95

    1,218.16
    343.17
    (26.82)
    89.54
    812.27

    420.13
    450.98
    18.04
    (48.89)

    23.92

    Trailing Trailing
    EPS
    PE
    21.80
    9.92
    13.2
    2.58
    58.4
    25.21
    19.4
    20.16
    7.9
    71.75
    9.1
    43.52
    25.3
    0.79
    21.1
    0.79
    18.8
    33.77
    5.6
    18.40
    10.5
    107.05
    22.1
    3.35
    18.2
    3.73
    13.6
    13.07
    27.5
    9.94
    11.9
    64.14
    34.3
    na
    na
    0.33
    11.7
    2.86
    15.4
    0.12
    18.5
    0.59
    17.7

    PBV Mkt Cap Mn


    4.66
    1.2
    4.3
    3.3
    1.7
    1.6
    56.3
    0.7
    0.6
    1.4
    1.2
    2.4
    1.0
    2.1
    4.9
    0.5
    38.5
    1.0
    1.2
    1.6
    0.8
    1.4

    2,096.00
    33,712.00
    10,263.18
    15,206.40
    12,998.00
    206,056.13
    1,499.19
    71.12
    522.23
    57,870.00
    2,274.73
    1,555.50
    1,588.84
    28,800.00
    4,719.76
    118,196.02
    753.44
    2,190.83
    1,320.00
    649.08
    690.86

    na
    2.44
    2.44
    31.50
    3.52
    21.25
    21.25
    12.36
    na
    0.09
    29.80
    na

    11.99
    na
    24.0
    16.4
    5.9
    54.0
    15.5
    8.5
    10.5
    na
    13.9
    13.7
    na

    0.81
    0.9
    0.7
    0.5
    1.2
    1.4
    1.2
    0.7
    0.7
    1.0
    2.2
    2.1
    0.7

    1,134.00
    4,257.36
    872.61
    5,496.79
    126.65
    1,916.74
    313.65
    3,120.00
    304.75
    367.90
    614.25
    111.10

    27.60
    na
    2.41
    2.38

    8.91
    7.7
    na
    11.8
    8.8

    1.46
    1.5
    0.4
    0.8
    1.7

    15,234.09
    300.00
    3,259.18
    21,000.00

    Weekly Review by Asia Wealth Research

    Company

    Year
    End

    DIVERSIFIED
    AITKEN SPENCE
    CARSON CUMBERBATCH
    C T HOLDINGS
    COLOMBO FORT LAND
    FINLAYS COLOMBO
    HAYLEYS
    HEMAS HOLDINGS
    JOHN KEELLS HOLDINGS
    DUNAMIS CAPITAL
    RICHARD PIERIS
    SUNSHINE HOLDINGS
    SOFTLOGIC HOLDINGS
    EXPOLANKA HOLDINGS
    FREE LANKA CAPITAL HOLDINGS
    VALLIBEL ONE LIMITED
    BROWNS INVESTMENTS PLC
    PCH HOLDINGS LIMITED
    TAPROBANE HOLDINGS

    SPENN
    CARSN
    CTHRN
    CFLBN
    JFINN
    HAYLN
    HHL N
    JKH N
    CSECN
    RICHN
    SUN N
    SHL N
    EXPON
    FLCHN
    VONEN
    BIL N
    PCHHN
    TAP N

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB

    M
    M
    M
    M
    D
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M

    121.00
    390.00
    140.00
    29.50
    260.00
    293.00
    32.00
    241.00
    12.00
    6.90
    30.80
    8.60
    7.40
    2.40
    16.00
    2.50
    0.80
    4.50

    FOOTWEAR AND TEXTILES


    CEYLON LEATHER
    HAYLEYS - MGT
    KURUWITA TEXTILES
    ODEL

    CLPLN
    MGT N
    KURUN
    ODELN

    MainB
    MainB
    MainB
    DiriSaviB

    M
    M
    M
    M

    67.00
    9.90
    21.00
    20.40

    HOTELS AND TRAVELS


    City Hotels
    ASIAN HOTEL & PROPERTIES
    GALADARI
    HOTEL DEVELOPERS
    KINGSBURY
    RENUKA CITY HOTEL
    TAJ LANKA
    TRANS ASIA

    Price Performance
    1W(%)
    1M(%) 1Q(%) 1Y(%)
    (3.98)
    (7.92) (15.10)
    9.38
    (0.82)
    (2.81) (12.38)
    9.01
    (0.76)
    (8.21) (12.36) (6.70)
    (0.07)
    - (6.91)
    7.36
    (6.96)
    (11.18) (25.19)
    7.30
    (13.04)
    (13.01) (15.80)
    (2.33)
    (3.30) (7.80) (2.40)
    (3.61)
    (4.48) (9.09)
    32.78
    (6.43)
    (11.10) (18.21)
    23.10
    2.56
    (7.69) (4.00)
    20.00
    (2.82) (10.39) (10.39)
    (5.23)
    (11.24) (12.00)
    19.84
    (3.33)
    (5.43) (27.50) (11.22)
    12.12
    4.23
    19.35
    (4.17)
    (11.54) (17.86)
    4.55
    (5.36)
    (12.15) (21.67)
    5.30
    (7.41)
    (13.79) (28.57) (21.88)
    14.29
    (46.67) (80.49) (93.28)
    2.27
    (2.17) (10.00)
    18.42
    (4.07)
    (5.23)
    (1.00)
    (0.94)
    (4.67)
    (1.48)

    AHPLN
    GHLLN
    HDEVN
    SERVN
    RENUN
    TAJ N
    TRANN

    MainB
    MainB
    DefaultB
    MainB
    MainB
    MainB
    MainB

    M
    D
    M
    M
    M
    M
    M

    68.40
    10.80
    94.80
    10.00
    260.00
    26.50
    82.40

    (4.73)
    (2.70)
    (3.85)
    (3.17)
    (1.85)
    1.48

    (7.64) (19.32) (4.55)


    (12.30) (17.39) (14.65)
    (1.00) (3.88)
    19.28
    (7.89) (9.09) (17.97)
    (7.27) (24.16) (9.73)
    (3.69) (12.84)

    69.10
    176.65
    72.20
    36.47
    158.05
    299.45
    23.59
    104.76
    10.37
    4.06
    28.04
    10.32
    4.65
    4.72
    28.58
    5.70
    5.53
    3.99

    -3.29%
    2.92%
    na
    na
    3.45%

    88.43
    10.17
    35.51
    16.76

    34.23
    152.34
    25.00
    272.13

    (5.31)

    (1.86) (7.06) (8.30)


    (11.48) (24.48) (19.40)
    (9.09) (37.50) (29.08)
    (5.66) (4.68)
    20.30
    (3.64) (13.68) (1.85)
    5.37 (5.83)
    12.88

    17
    A member of Asia Capital Group

    Shares Trailing
    Mn
    ROE
    11.22%
    406.00 11.65%
    196.39 11.57%
    183.10 8.70%
    180.00 9.69%
    35.00 6.62%
    75.00 8.26%
    515.29 13.64%
    857.91 13.57%
    123.00 12.57%
    1958.09 23.94%
    133.83 16.85%
    779.00 3.75%
    1954.92 11.68%
    1368.00 8.85%
    1086.56 4.52%
    1860.00
    na
    252.00
    na
    732.95 77.27%

    BVPS

    7.91%
    442.78
    500.83
    1811.62
    176.00
    7.00
    139.64
    200.00

    11.50%
    19.27%
    na
    na
    11.67%
    9.49%
    17.61%

    49.00
    2.28
    na
    5.57
    325.61
    16.69
    30.27

    23 August 2013

    Net Profit
    4Qtrs
    Mar'13
    33,100.83 11,696.96
    3,266.84 1,193.17
    4,013.75 2,408.60
    1,149.70
    388.39
    635.91
    78.68
    365.93
    85.12
    1,855.02
    490.84
    1,657.66
    590.54
    12,201.08 5,232.99
    160.43
    132.00
    1,902.72
    330.59
    632.13
    145.24
    301.17
    11.98
    1,060.66
    277.51
    571.16
    224.70
    1,403.46
    242.33
    (98.53)
    (53.62)
    (236.63) (142.00)
    2,258.36
    59.90

    Dec'12
    9,928.45
    701.69
    823.25
    418.12
    369.10
    108.80
    772.62
    345.01
    2,897.64
    17.66
    557.07
    204.44
    84.62
    200.09
    167.61
    364.60
    (227.31)
    (47.72)
    2,171.17

    Net
    Sep'12
    7,131.66
    731.41
    874.90
    147.06
    7.14
    82.13
    372.48
    387.78
    2,411.73
    20.37
    569.53
    98.31
    133.57
    299.27
    203.23
    796.53
    21.70
    (52.17)
    26.68

    Profits
    Jun'12
    4,201.60
    640.57
    (93.01)
    196.16
    180.99
    89.88
    219.08
    334.33
    1,658.72
    (9.59)
    445.54
    184.14
    71.01
    283.79

    (249.94)
    9.20
    (262.93)
    20.18
    (16.39)

    22.88
    35.19
    (110.00)
    15.96
    81.73

    (29.84)
    16.60
    (85.11)
    (65.46)
    104.14

    (60.71)
    27.38
    (41.65)
    (46.45)

    8,665.62 3,864.31
    3,818.96 1,286.21
    2,494.30
    896.80
    220.41
    -5.26
    na
    (448.71) -106.80
    266.08
    33.10
    221.16
    25.97
    1,065.72
    442.40

    2,346.98
    1,111.11
    622.66
    209.00

    1,964.18
    1,149.27
    565.37
    339.77
    na
    (106.40)
    46.60
    87.53
    216.40

    551.82
    268.53
    406.75
    (323.10)
    na
    (96.74)
    104.28
    23.20
    154.14

    (329.77)
    88.37
    (499.69)
    (75.77)
    157.32

    (138.90)
    82.10
    87.46
    248.79

    Trailing Trailing
    EPS
    PE
    14.50
    8.05
    15.0
    20.44
    19.1
    6.28
    22.3
    3.53
    8.4
    10.46
    24.9
    24.73
    11.8
    3.22
    9.9
    14.22
    16.9
    1.30
    9.2
    0.97
    7.1
    4.72
    6.5
    0.39
    22.2
    0.54
    13.6
    0.42
    5.7
    1.29
    12.4
    na
    na
    na
    na
    3.08
    1.5

    2.58
    na
    na
    0.58

    5.63
    0.44
    na
    na
    38.01
    1.58
    5.33

    PBV Mkt Cap Mn


    1.63
    1.8
    2.2
    1.9
    0.8
    1.6
    1.0
    1.4
    2.3
    1.2
    1.7
    1.1
    0.8
    1.6
    0.5
    0.6
    0.4
    0.1
    1.1

    49,125.52
    76,590.90
    25,633.62
    5,310.00
    9,100.00
    21,975.00
    16,489.30
    206,757.20
    1,475.96
    13,510.80
    4,121.86
    6,699.40
    14,466.37
    3,283.20
    17,384.95
    4,650.00
    201.60
    3,298.27

    na
    26.0
    na
    na
    35.3

    0.99
    0.8
    1.0
    0.6
    1.2

    2,293.66
    1,508.20
    525.00
    5,551.44

    35.45

    2.80

    12.1
    24.5
    na
    na
    6.8
    16.7
    15.5

    1.4
    4.7
    na
    1.8
    0.8
    1.6
    2.7

    30,285.83
    5,408.96
    171,741.17
    1,760.00
    1,820.00
    3,700.39
    16,480.00

    Weekly Review by Asia Wealth Research

    Company

    Year
    End

    Price Performance
    1W(%)
    1M(%)

    1Q(%)

    1Y(%)

    Shares Trailing
    Mn
    ROE

    Resort Hotels
    AIT. SPENCE HOTEL HOLD.
    AMAYA LEISURE
    BROWNS BEACH HOTELS
    CEYLON HOTELS CORP.
    PALM GARDEN HOTEL
    BERUWALA WALK INN
    EDEN HOTELS
    HOTEL SIGIRIYA
    HUNAS FALLS
    KANDY HOTELS
    JOHN KEELLS HOTELS
    LIGHT HOUSE HOTEL
    MIRAMAR
    MAHAWELI REACH
    NUWARA ELIYA
    PEGASUS
    CITRUS LEISURE
    ROYAL PALMS
    SIGIRIYA VILLAGE
    DOLPHIN HOTELS
    TANGERINE
    SERENDIB HOTELS [V]
    SERENDIB HOTELS [NV]
    MARAWILA RESORTS
    FORTRESS RESORTS
    KALPITIYA BEACH RESORT
    WASKADUWA BEACH RESORT
    BERUWALA RESORTS
    HIKKADUWA BEACH RESORT

    AHUNN
    CONNN
    BBH N
    CHOTN
    PALMN
    BINNN
    EDENN
    HSIGN
    HUNAN
    KHC N
    KHL N
    LHLN
    MIRAN
    MRH N
    NEH N
    PEG N
    REEFN
    RPBHN
    SIGVN
    STAFN
    TANGN
    SHOTN
    SHOTX
    MARAN
    RHTLN
    CITKN
    CITWN
    BERUN
    CITHN

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    DefaultB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB
    DiriSaviB

    M
    M
    M
    M
    M
    D
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M
    M

    67.00 (3.33)
    71.60
    2.29
    17.50 (1.69)
    16.40 (2.98)
    78.80
    2.67
    69.50 (8.91)
    33.70 (0.88)
    75.10 (4.33)
    49.00 (0.41)
    7.90 (5.95)
    11.70 (4.88)
    45.00 (0.22)
    54.00 (5.26)
    16.40 (8.38)
    1201.00 (11.02)
    35.50 (1.93)
    16.90 (0.59)
    29.00 (4.29)
    59.00 (6.35)
    34.20 (5.00)
    59.00
    7.27
    25.60 (8.24)
    14.80 (1.33)
    5.90 (3.23)
    13.90 (0.71)
    5.90 (6.45)
    6.10
    1.60 (11.11)
    20.90
    4.50

    (3.33)
    (11.50)
    (3.31)
    (8.94)
    (3.75)
    (12.47)
    (0.88)
    (0.53)
    (7.55)
    (4.82)
    (11.36)
    1.12
    (6.90)
    (11.83)
    (7.62)
    (6.82)
    (11.98)
    (9.38)
    (13.11)
    (4.47)
    (1.34)
    (1.54)
    (10.30)
    (10.45)
    (7.33)
    (15.94)
    (6.15)
    (20.00)
    (5.00)

    (15.57)
    (10.72)
    (18.22)
    (24.88)
    (20.62)
    (12.80)
    (8.42)
    (10.06)
    (9.93)
    (19.39)
    (12.03)
    (7.41)
    (38.43)
    (18.00)
    (10.37)
    (14.04)
    (34.50)
    (22.25)
    (18.62)
    (7.57)
    (16.90)
    (7.58)
    (17.32)
    (24.05)
    (15.76)
    (25.64)
    (15.28)
    (33.33)
    (16.06)

    (3.75)
    (0.56)
    27.74
    (13.30)
    (55.39)
    16.42
    14.24
    2.18
    (13.12)
    27.42
    (10.00)
    (3.85)
    (41.94)
    (20.77)
    9.18
    3.20
    (41.72)
    (37.90)
    (4.84)
    8.23
    (21.33)
    14.80
    2.07
    (13.04)
    (4.79)
    1.75
    (20.78)
    (46.67)
    -

    336.29
    48.03
    129.60
    171.83
    10.82
    0.90
    52.80
    5.86
    5.63
    577.50
    1456.15
    46.00
    2.75
    47.07
    2.00
    30.39
    96.48
    50.00
    9.00
    31.62
    20.00
    75.51
    36.01
    122.50
    110.89
    161.20
    155.60
    600.00
    57.57

    INVESTMENT TRUST
    ASCOT HOLDINGS
    CEYLON GUARDIAN
    CEYLON INVESTMENT
    COLOMBO FORT INV.
    COLOMBO INV. TRUST
    LEE HEDGES
    RENUKA HOLDINGS [V]
    RENUKA HOLDINGS [NV]
    GUARDIAN CAPITAL

    ASCON
    GUARN
    CINVN
    CFIN
    CIT N
    SHAWN
    RHL N
    RHL X
    WAPON

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB

    M
    M
    M
    M
    M
    M
    M
    M
    M

    (2.33)
    120.00
    0.76
    178.00 (2.14)
    82.00 (2.50)
    100.00 (3.85)
    102.00 (11.27)
    241.80 (0.62)
    32.50 (3.85)
    22.50 (2.17)
    31.80 (6.19)

    (8.17)
    (5.89)
    (11.45)
    (4.76)
    (14.82)
    (0.08)
    (8.19)
    (6.25)
    (9.92)

    (19.37)
    (23.95)
    (17.10)
    (20.47)
    (20.00)
    (29.93)
    (3.28)
    (16.67)
    (19.64)
    (31.02)

    1.81
    (39.70)
    11.82
    18.84
    (5.66)
    (2.57)
    (14.07)
    (1.52)
    (12.79)
    (40.78)

    7.99
    82.10
    98.51
    6.50
    6.50
    5.12
    44.52
    6.43
    25.83

    18
    A member of Asia Capital Group

    BVPS

    13.79%
    38.44
    15.13%
    51.47
    5.39%
    26.86
    na
    33.67
    na 118.00
    na
    na
    8.97%
    44.72
    28.41%
    40.55
    6.82%
    56.57
    2.83%
    10.14
    6.88%
    11.19
    4.67%
    52.25
    na
    na
    6.19%
    19.97
    10.99% 1232.12
    10.58%
    44.18
    na
    29.43
    6.54%
    33.74
    9.31%
    73.18
    19.64%
    32.61
    3.96% 122.42
    15.15%
    16.22
    15.15%
    16.22
    2.54%
    7.29
    14.77%
    9.62
    na
    9.91
    0.15%
    10.38
    na
    0.98
    5.97%
    14.98
    10.41%
    2.36%
    13.62%
    14.41%
    na
    na
    na
    13.25%
    13.25%
    na

    69.90
    179.14
    88.68
    196.52
    211.86
    438.49
    45.17
    45.17
    18.70

    Net Profit
    4Qtrs
    4,846.66
    1,782.02
    374.07
    187.74
    (123.90)
    (368.23)
    (23.98)
    211.85
    67.51
    21.70
    165.80
    1,121.02
    112.16
    na
    58.20
    271.38
    142.00
    (6.20)
    110.30
    61.33
    202.50
    97.04
    274.10
    274.10
    22.70
    157.50
    (118.48)
    2.38
    (7.35)
    51.50
    3,297.04
    13.19
    2,002.40
    1,258.76
    (34.86)
    (113.10)
    (100.56)
    305.00
    305.00
    (33.79)

    23 August 2013

    13.46
    48.20
    48.08
    12.41
    37.27
    13.74
    52.80
    46.66
    68.03
    68.03
    (0.70)
    57.36
    (41.77)
    (2.26)
    10.60
    20.33

    Net
    Sep'12
    814.92
    227.60
    110.82
    50.60
    9.60
    (22.15)
    (4.79)
    26.23
    16.50
    11.17
    50.60
    116.49
    12.10
    na
    19.53
    107.56
    17.60
    4.60
    16.97
    12.15
    30.00
    17.68
    40.75
    40.75
    (5.30)
    35.35
    (49.51)
    12.14
    (41.72)
    (7.66)

    Profits
    Jun'12
    283.29
    171.51
    53.47
    45.04
    (25.93)
    (121.80)
    (16.59)
    15.11
    7.77
    7.70
    26.87
    40.36
    14.29
    na
    1.01
    36.72
    21.23
    (22.02)
    (1.24)
    (1.26)
    26.49
    9.34
    (4.78)
    (4.78)

    524.63
    (5.70)
    200.10
    196.14
    2.29
    0.71
    (72.90)
    263.06
    263.06
    (59.08)

    539.00
    22.47
    324.44
    148.66
    10.50
    12.18
    (38.57)
    47.90
    47.90
    11.42

    (156.22)
    31.09
    (77.01)
    (53.46)
    2.48
    3.30
    (36.99)
    30.34
    30.34
    (55.97)

    Mar'13
    2,578.10
    946.20
    127.40
    41.20
    -79.30
    -130.00
    -4.20
    97.40
    26.50
    21.70
    42.30
    741.80
    57.10

    Dec'12
    1,235.87
    436.71
    82.38
    50.87
    (16.33)
    (89.87)
    1.60
    73.56
    16.74
    4.38
    40.58
    222.37
    28.67

    24.20
    78.90
    47.60
    35.80
    57.30
    36.70
    93.10
    23.40
    169.80
    169.80
    28.70
    66.40
    -27.20
    -7.50
    24.00
    38.80
    1,994.81
    (2.89)
    1316.50
    763.20
    -39.90
    -56.30
    47.90
    -36.30
    -36.30
    2.60

    Trailing Trailing
    EPS
    PE

    PBV Mkt Cap Mn

    5.30
    7.79
    1.45
    na
    na
    na
    4.01
    11.52
    3.86
    0.29
    0.77
    2.44
    na
    1.24
    135.43
    4.67
    na
    2.21
    6.81
    6.40
    4.85
    2.46
    2.46
    0.19
    1.42
    na
    0.02
    na
    0.89

    12.6
    9.2
    12.1
    na
    na
    na
    8.4
    6.5
    12.7
    27.5
    15.2
    18.5
    na
    13.3
    8.9
    7.6
    na
    13.1
    8.7
    5.3
    12.2
    10.4
    6.0
    31.8
    9.8
    na
    399.0
    na
    23.4

    1.7
    1.4
    0.7
    0.5
    0.7
    na
    0.8
    1.9
    0.9
    0.8
    1.0
    0.9
    na
    0.8
    1.0
    0.8
    0.6
    0.9
    0.8
    1.0
    0.5
    1.6
    0.9
    0.8
    1.4
    0.6
    0.6
    1.6
    1.4

    22,531.43
    3,439.25
    2,268.00
    2,817.93
    852.36
    62.55
    1,779.36
    440.01
    275.63
    4,562.25
    17,036.92
    2,070.00
    148.50
    771.89
    2,406.65
    1,078.90
    1,630.46
    1,450.00
    531.00
    1,081.45
    1,180.00
    1,933.18
    532.96
    722.75
    1,541.32
    951.08
    949.16
    960.00
    1,203.29

    1.65
    24.39
    12.78
    na
    na
    na
    5.99
    5.99
    na

    8.68
    72.7
    7.3
    6.4
    na
    na
    na
    5.4
    3.8
    na

    0.90
    1.7
    1.0
    0.9
    0.5
    0.5
    0.6
    0.7
    0.5
    1.7

    958.26
    14,613.22
    8,078.22
    650.00
    663.00
    1,238.15
    1,446.81
    144.64
    821.52

    Weekly Review by Asia Wealth Research

    Company

    Year
    End

    LAND AND PROPERTY


    C T LAND
    CARGO BOAT
    CEYLINCO HOUSING
    CEYLINCO SEYLAN
    COLOMBO LAND
    COMMERCIAL DEVELOP.
    EAST WEST
    EQUITY ONE
    EQUITY TWO
    HUEJAY
    KELSEY DEVELOPMENTS
    ON'ALLY HOLDINGS
    OVERSEAS REALTY
    PROPERTY DEVELOPMENT
    SERENDIB LAND
    YORK ARCADE
    SERANDIB ENGINEERING GROUP
    TOUCHWOOD

    CTLDN
    CABON
    CHOUN
    CSD N
    CLNDN
    COMDN
    EASTN
    EQITN
    ETWON
    HUEJN
    KDL N
    ONALN
    OSEAN
    PDL N
    SLNDN
    YORKN
    IDL N
    TWODN

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    DiriSaviB

    M
    M
    M
    M
    D
    D
    M
    M
    M
    M
    M
    M
    D
    D
    M
    M
    M
    M

    27.50
    110.50
    10.90
    9.30
    40.20
    62.50
    12.90
    26.90
    25.80
    62.00
    23.40
    47.00
    17.60
    51.10
    1310.00
    14.00
    140.00
    3.60

    Price Performance
    1W(%)
    1M(%) 1Q(%) 1Y(%)
    (4.06)
    (8.34) (15.29)
    18.72
    (2.83)
    (10.42) (7.09)
    7.84
    (16.85)
    (7.14) (7.92)
    47.33
    0.95
    (17.83) (28.86) (12.40)
    (3.13)
    (8.82) (21.19)
    32.86
    (1.95)
    (12.20) (20.83)
    25.94
    (4.58)
    (3.85) (15.43)
    0.81
    (2.27)
    (7.86) (24.12) (6.52)
    (6.60)
    (9.12) (16.98) (2.18)
    (8.19) (12.54)
    21.70
    (12.55) (11.17) (13.89)
    1.74
    (8.24)
    41.82
    53.95
    (4.07)
    (5.60) (11.78) (9.23)
    (2.76)
    (4.86) (11.11)
    33.33
    (7.09)
    (7.09) (14.26)
    13.81
    (17.87) (22.94) (20.61)
    (3.45)
    (5.41) (20.45) (25.13)
    (22.22)
    (22.22) (20.00)
    18.14
    (2.70)
    (16.28) (37.93) (73.33)

    19
    A member of Asia Capital Group

    Shares Trailing
    Mn
    ROE
    9.24%
    48.75 10.32%
    10.20 11.75%
    13.38 15.49%
    147.96 1.00%
    199.88 1.30%
    12.00 20.12%
    138.24
    na
    40.32 8.38%
    31.00 7.48%
    1.80
    na
    17.43
    na
    17.50 5.72%
    843.48 13.17%
    66.00 12.10%
    0.36 4.21%
    12.00 0.83%
    6.48
    0.16
    106.91
    0.02

    BVPS

    52.61
    79.02
    10.62
    28.62
    18.57
    101.90
    9.41
    41.93
    19.21
    na
    3.26
    66.10
    26.60
    43.81
    656.12
    13.42
    23.92
    28.91

    Net Profit
    4Qtrs
    4,289.31
    264.76
    94.74
    22.01
    42.53
    48.44
    246.00
    (35.92)
    141.66
    44.55
    (4.29)
    (55.08)
    66.21
    2,954.53
    349.77
    9.95
    1.34
    24.78
    73.33

    23 August 2013

    Mar'13
    815.31
    190.85
    18.11
    (41.42)
    22.88
    (3.31)
    25.07
    (20.74)
    121.32
    44.86
    (1.32)
    (9.86)
    12.93
    475.67
    93.03
    2.36
    6.54
    12.23
    (133.89)

    Dec'12
    2,532.48
    34.76
    25.04
    5.90
    (30.39)
    65.45
    199.09
    (7.30)
    7.25
    (0.39)
    (1.12)
    (18.94)
    17.58
    2,111.02
    102.08
    2.59
    3.44
    2.27
    14.15

    Net
    Sep'12
    685.54
    38.52
    27.20
    31.77
    26.80
    (5.10)
    17.89
    18.58
    6.91
    (0.09)
    1.00
    (9.95)
    17.48
    273.58
    87.96
    2.79
    2.65
    22.26
    125.30

    Profits
    Jun'12
    271.68
    39.19
    24.39
    25.67
    23.25
    (8.60)
    3.94
    (6.15)
    6.63
    0.17
    (1.20)
    (20.32)
    18.23
    94.27
    66.70
    2.21
    3.31

    Trailing Trailing
    EPS
    PE
    9.21
    5.43
    5.1
    9.29
    11.9
    1.65
    6.6
    0.29
    32.4
    0.24
    165.9
    20.50
    3.0
    na
    na
    3.51
    7.7
    1.44
    18.0
    na
    na
    na
    na
    3.78
    12.4
    3.50
    5.0
    5.30
    9.6
    27.64
    47.4
    0.11
    125.3
    3.83
    36.59
    0.69
    5.25

    PBV Mkt Cap Mn


    0.85
    0.5
    1.4
    1.0
    0.3
    2.2
    0.6
    1.4
    0.6
    1.3
    na
    7.2
    0.7
    0.7
    1.2
    2.0
    1.0
    5.9
    0.1

    1,340.63
    1,127.10
    145.84
    1,376.07
    8,035.22
    750.00
    1,783.30
    1,084.65
    799.80
    111.60
    407.85
    822.54
    14,845.32
    3,372.60
    471.60
    168.00
    906.73
    384.86

    Weekly Review by Asia Wealth Research

    Company

    Year
    End

    MANUFACTURING
    ABANS
    ACL CABLES
    ACL PLASTICS
    ACME
    ALUFAB
    BLUE DIAMONDS [V]
    BLUE DIAMONDS [NV]
    BOGALA GRAPHITE
    CENTRAL INDUSTRIES
    GRAIN ELEVATORS
    CHEVRON LUBRICANTS
    DANKOTUWA
    DIPPED PRODUCTS
    HAYLEYS FIBRE
    KELANI CABLES
    KELANI TYRES
    LANKA ALUMINIUM
    LANKA CEMENT
    LANKA CERAMIC
    LANKA FLOORTILES
    LANKA WALLTILES
    LAXAPANA
    SWISSTEK (CEYLON) PLC
    PELWATTE SUGAR
    PIRAMAL GLASS
    PRINT CARE
    REGNIS
    RICH PIERIS EXPORTS
    ROYAL CERAMICS
    SAMSON INTERNATIONAL
    SINGER INDUSTRIES
    SWADESHI
    TOKYO CEMENT [V]
    TOKYO CEMENT [NV]
    SIERRA CABLES
    TEXTURED JERSEY
    AGSTAR FERTILIZERS LIMITED
    AGSTAR FERTILIZERS LIMITED
    ORIENT GARMENTS

    ABANN
    ACL N
    APLAN
    ACMEN
    ALUFN
    BLUEN
    BLUEX
    BOGAN
    CINDN
    GRANN
    LLUBN
    DPL N
    DIPDN
    HEXPN
    KCABN
    TYREN
    LALUN
    LCEMN
    CERAN
    TILEN
    LWL N
    LITEN
    PARQN
    SUGAN
    GLASN
    CAREN
    REG N
    REXPN
    RCL N
    SIL N
    SININ
    SWADN
    TKYON
    TKYOX
    SIRAN
    TJL N
    AGSTN
    AGSTX
    OGL N

    MainB
    MainB
    MainB
    MainB
    DefaltB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    DiriSaviB
    DiriSaviB

    M
    M
    M
    M
    M
    M
    M
    D
    M
    D
    D
    D
    M
    M
    M
    M
    M
    D
    M
    M
    M
    M
    M
    M
    M
    M
    D
    M
    M
    M
    D
    M
    M
    M
    M
    M
    M
    M
    M

    120.10
    65.20
    86.60
    9.10
    13.70
    2.00
    0.80
    23.20
    60.60
    38.40
    300.00
    12.70
    105.20
    27.70
    73.00
    41.80
    30.50
    8.00
    120.00
    70.00
    58.50
    4.70
    14.90
    23.50
    5.70
    28.70
    74.60
    38.00
    89.00
    88.20
    115.00
    13500.00
    25.30
    20.20
    2.00
    13.70
    6
    15
    5.7

    Price Performance
    1W(%)
    1M(%) 1Q(%) 1Y(%)
    (2.76)
    (4.44) (6.59)
    23.39
    (3.65)
    (2.88)
    3.23
    25.70
    (5.36)
    (6.31) (13.62)
    13.57
    (3.78)
    (4.31) (18.69) (3.67)
    (4.21)
    (14.15) (30.53) (37.67)
    (3.45)
    (9.09) (26.70) (47.96)
    (4.76)
    (25.93) (47.37) (53.49)
    (11.11)
    (27.27) (46.67) (52.94)
    (2.22)
    (12.00) (18.52)
    7.84
    (1.62)
    (11.61) (14.23) (11.22)
    1.05
    (6.80) (21.95) (23.05)
    (2.60)
    (5.36) (0.10)
    66.20
    (1.55)
    (9.29) (26.16) (2.31)
    (3.49)
    (15.16) (19.94)
    18.20
    4.53
    (7.67) (13.44)
    20.43
    2.67
    (8.64) (5.19)
    4.89
    (6.67)
    (4.98) (0.47)
    55.56
    1.33
    5.54 (11.34)
    14.66
    (6.98) (22.33) (2.44)
    0.84
    3.36
    84.62
    (3.58)
    (6.29) (7.16)
    25.00
    (1.83)
    (6.51) (15.86) (1.83)
    2.27
    (4.26) (18.18) (25.00)
    (5.10)
    (2.61) (0.67) (0.67)
    (1.75)
    (5.08) (16.42)
    12.00
    4.74 (7.42) (4.01)
    8.18
    10.60 (0.80)
    14.00
    (1.30)
    4.40 (10.17)
    52.00
    (4.76)
    (11.01) (18.95)
    3.65
    (6.96)
    (7.16) (11.80) (9.91)
    (1.29)
    (4.17) (20.14) (23.49)
    (4.26)
    12.50 169.98
    5.26
    (6.42)
    (1.98) (7.46) (12.98)
    (6.51)
    (4.74)
    3.08
    2.03
    (4.76) (20.00) (20.00)
    (2.16)
    7.94
    13.33
    72.15
    (3.23)
    (1.64) (23.08) (26.83)
    1.79
    (12.31) (38.71) (67.80)

    20
    A member of Asia Capital Group

    Shares Trailing
    Mn
    ROE
    16.19%
    4.26 25.70%
    59.89 9.30%
    4.21 6.58%
    25.61
    na
    12.06
    na
    103.30
    na
    153.37
    na
    47.32 28.08%
    9.88 10.23%
    60.00 5.56%
    120.00 52.84%
    72.25 5.66%
    59.86 20.72%
    8.00 6.11%
    21.80 9.39%
    80.40 25.21%
    13.70
    na
    173.51
    na
    30.00 10.93%
    53.05 20.21%
    54.60 11.26%
    39.00
    na
    27.37
    na
    67.98
    na
    950.09 19.96%
    85.97 12.00%
    11.27 11.25%
    11.16 94.42%
    110.79 19.88%
    3.85 11.44%
    3.85 2.15%
    0.13 0.36%
    222.75 12.32%
    111.38 12.32%
    537.51
    na
    655.00 17.74%
    307.53 10.10%
    17.47 10.10%
    54.92 6.02%

    BVPS

    135.45
    95.47
    144.36
    19.61
    21.36
    1.17
    1.17
    3.93
    95.41
    44.74
    37.80
    10.43
    114.34
    53.55
    99.44
    21.82
    40.76
    na
    91.91
    59.67
    84.57
    3.66
    22.25
    na
    3.82
    25.64
    68.50
    13.10
    75.83
    102.87
    234.34
    999.68
    20.12
    20.12
    3.08
    8.75
    6.71
    118.08
    13.01

    Net Profit
    4Qtrs
    11,898.73
    148.22
    532.03
    40.01
    (41.26)
    na
    (26.31)
    (26.31)
    52.23
    96.46
    149.25
    2,396.43
    42.63
    1,417.89
    26.17
    203.53
    442.27
    (9.96)
    (17.80)
    301.38
    639.85
    520.01
    (42.20)
    (10.57)
    na
    724.38
    264.52
    86.82
    138.07
    1,670.39
    45.30
    19.39
    0.47
    827.85
    827.85
    (6.77)
    1,016.57
    208.47
    208.47
    43.03

    23 August 2013

    Mar'13
    3,863.97
    42.66
    99.28
    7.60
    (7.89)

    Dec'12
    3,075.40
    46.61
    243.88
    9.76
    5.40

    Net
    Sep'12
    2,805.89
    50.92
    81.21
    1.28
    (25.48)

    (6.84)
    (6.84)
    15.60
    25.87
    17.52
    769.86
    0.62
    379.48
    7.30
    60.12
    114.58
    (11.87)
    137.18
    265.67
    260.77
    2.72
    17.33

    (10.30)
    (10.30)
    (8.25)
    18.39
    (229.44)
    571.41
    (12.87)
    407.70
    3.85
    25.38
    116.40
    (4.99)
    (4.15)
    88.83
    161.15
    123.96
    0.18
    (12.27)

    0.24
    0.24
    16.88
    30.98
    (34.78)
    521.99
    31.20
    345.02
    6.92
    57.21
    130.24
    (6.86)
    (4.22)
    90.02
    159.02
    151.07
    (40.30)
    2.09

    110.79
    74.60
    41.74
    24.57
    573.70
    6.49
    6.14
    25.18
    447.63
    447.63
    (1.23)
    322.95
    (20.04)
    (20.04)
    53.90

    206.66
    61.28
    19.62
    25.58
    497.19
    12.32
    10.83
    (8.12)
    224.64
    224.64
    0.69
    365.0
    106.74
    106.74
    12.37

    265.13
    60.27
    7.44
    51.63
    420.40
    13.74
    0.56
    (3.24)
    175.57
    175.57
    (8.75)
    156.7
    125.04
    125.04
    (23.23)

    Profits
    Jun'12
    2,253.83
    8.04
    118.11
    26.77
    (13.30)
    3.06
    (21.41)
    (21.41)
    27.99
    21.22
    395.95
    533.17
    23.67
    285.68
    7.21
    60.82
    81.06
    13.76
    (4.50)
    (16.65)
    54.00
    (15.79)
    (4.76)
    (17.71)
    148.94
    70.28
    18.03
    36.29
    260.77
    12.76
    1.87
    (14.07)
    (19.99)
    (19.99)
    0.63
    171.94

    Trailing Trailing
    EPS
    PE
    9.61
    34.80
    3.5
    8.88
    7.3
    9.50
    9.1
    na
    na
    na
    na
    na
    na
    na
    na
    1.10
    21.0
    9.76
    6.2
    2.49
    15.4
    19.97
    15.0
    0.59
    21.5
    23.69
    4.4
    3.27
    8.5
    9.34
    7.8
    5.50
    7.6
    na
    na
    na
    na
    10.05
    11.9
    12.06
    5.8
    9.52
    6.1
    na
    na
    na
    na
    na
    na
    0.76
    7.5
    3.08
    9.3
    7.71
    9.7
    12.37
    3.1
    15.08
    5.9
    11.77
    7.5
    5.04
    22.8
    3.57 3780.3
    2.48
    10.2
    2.48
    8.2
    na
    na
    1.55
    8.8
    0.68
    8.9
    11.93
    1.3
    0.78
    7.3

    PBV Mkt Cap Mn


    1.56
    0.9
    0.7
    0.6
    0.5
    0.6
    1.7
    0.7
    5.9
    0.6
    0.9
    7.9
    1.2
    0.9
    0.5
    0.7
    1.9
    0.7
    na
    1.3
    1.2
    0.7
    1.3
    0.7
    na
    1.5
    1.1
    1.1
    2.9
    1.2
    0.9
    0.5
    13.5
    1.3
    1.0
    0.7
    1.6
    0.9
    0.1
    0.4

    511.48
    3,905.07
    364.80
    233.08
    165.20
    206.60
    122.70
    1,097.74
    598.98
    2,304.00
    36,000.00
    917.52
    6,297.43
    221.60
    1,591.40
    3,360.72
    417.94
    1,388.09
    3,600.00
    3,713.53
    3,194.10
    183.30
    407.84
    1,597.46
    5,415.49
    2,467.24
    840.58
    424.22
    9,860.26
    339.39
    442.32
    1,763.99
    5,635.58
    2,249.78
    1,075.02
    8,973.53
    1,845.16
    262.11
    313.02

    Weekly Review by Asia Wealth Research

    Company

    Year
    End

    MOTORS
    AUTODROME
    COLONIAL MOTORS
    DIMO
    LANKA ASHOK
    SATHOSA MOTORS
    UNITED MOTORS

    AUTON
    COLON
    DIMON
    ASHON
    SMOTN
    UML N

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB

    M
    M
    M
    M
    M
    M

    995.00
    95.10
    480.00
    1610.00
    249.60
    108.00

    OIL PALMS
    BUKIT DARAH
    GOOD HOPE
    INDO MALAY
    SELINSING
    SHALIMAR

    BUKIN
    GOODN
    INDON
    SELIN
    SHALN

    MainB
    MainB
    MainB
    MainB
    MainB

    M
    M
    M
    M
    M

    690.00
    1105.00
    1400.00
    1168.00
    949.50

    AGALN
    BALAN
    BOPLN
    HAPUN
    HOPLN
    KAHAN
    KGALN
    KVALN
    KOTAN
    MADUN
    MAL N
    MALX
    MASKN
    NAMUN
    TPL N
    UDPLN
    WATAN
    ELPLN
    MPRHN
    ASPMN

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    MainB
    DiriSaviB
    DiriSaviB
    DiriSaviB

    D
    D
    M
    D
    M
    D
    M
    D
    M
    D
    D
    D
    M
    M
    D
    D
    M
    M
    M
    M

    ASHAN
    AMSLN
    ASIRN
    CHL N
    CHL X
    LHCLN
    NHL N

    DiriSaviB
    MainB
    MainB
    MainB
    MainB
    MainB
    MainB

    M
    M
    M
    M
    M
    M
    M

    PLANTATIONS
    AGALAWATTE
    BALANGODA
    BOGAWANTALAWA
    HAPUGASTENNE
    HORANA PLANTATION
    KAHAWATTE
    KEGALLE
    KELANI VALLEY
    KOTAGALA
    MADULSIMA
    MALWATTE VALLEY
    MALWATTE VALLEY
    MASKELIYA
    NAMUNUKULA
    TALAWAKELLE
    UDAPUSSELLAWA
    WATAWALA PLANTATIONS
    ELPITIYA
    MET.RES.HOL
    AITKEN SPENCE PLANTATION
    MANAGEMENTS
    HEALTH SERVICES
    ASIRI CENTRAL
    ASIRI SURGICAL
    ASIRI HOSPITAL
    CEYLON HOSPITALS [V]
    CEYLON HOSPITALS [NV]
    LANKA HOSPITALS
    NAWALOKA

    Price Performance
    1W(%)
    1M(%) 1Q(%) 1Y(%)
    (2.75)
    (5.07) (10.48)
    0.10
    (0.58)
    17.06
    14.37
    38.19
    (1.96)
    (5.00) (19.81) (50.73)
    (3.78)
    (6.97) (19.47) (20.13)
    (7.46)
    (9.04) (12.50) (19.50)
    (0.16)
    (4.91)
    1.84
    37.90
    0.93
    (3.57) (6.09)
    45.75
    0.59
    (0.90)
    7.53
    7.16
    -

    1.88
    (0.20)
    0.40
    5.26
    16.63
    5.50

    (2.28)
    23.70 (1.25)
    28.20 (0.35)
    10.00 (2.94)
    26.40 (2.58)
    22.30 (1.76)
    32.30
    0.94
    96.00 (3.61)
    82.00
    42.00 (8.28)
    11.00 (5.41)
    4.50 (2.17)
    4.20
    2.44
    11.30 (3.42)
    73.00 (1.88)
    19.70 (10.91)
    26.50 (3.64)
    10.70 (1.83)
    16.40
    22.50 (5.86)
    45.50
    -

    (7.71)
    (4.82)
    8.05
    (9.17)
    (8.33)
    (7.08)
    (6.38)
    (15.70)
    3.80
    (13.20)
    (22.79)
    (2.17)
    5.00
    (11.02)
    (13.51)
    (18.33)
    (12.54)
    (4.46)
    (6.82)
    (18.18)
    -

    252.00
    10.10
    13.50
    107.00
    75.10
    39.50
    2.90

    (1.52)
    0.80
    (3.81)
    (3.55)
    (3.84)
    (0.75)
    3.57

    (2.80) (0.45)
    (4.60)
    1.65
    0.45 (7.91)
    3.70 (12.50)
    5.23
    5.99
    (5.05)
    0.05

    BVPS

    489.31
    250.88
    859.71
    649.41
    126.90
    109.57

    Net Profit
    4Qtrs
    3,073.22
    31.00
    29.80
    462.09
    336.80
    200.63
    2,012.90

    Mar'13
    639.40
    6.30
    174.60
    -8.00
    -143.10
    69.40
    540.20

    Dec'12
    352.07
    8.14
    5.60
    4.50
    143.31
    53.32
    137.20

    Net
    Sep'12
    562.72
    12.18
    51.28
    113.23
    24.14
    40.79
    321.10

    Profits
    Jun'12
    1,810.28
    4.38
    130.55
    352.36
    317.09
    37.12
    968.78

    10.50%
    102.00 15.83%
    6.87 2.61%
    7.00 2.77%
    6.94 3.97%
    6.94 3.22%

    312.21
    818.43
    786.82
    933.71
    800.95

    5,778.00
    5,042.37
    146.61
    152.69
    257.40
    178.94

    2,255.03
    2,146.35
    21.97
    21.68
    37.10
    27.93

    1,182.34
    1,071.82
    18.19
    20.07
    44.32
    27.94

    1,001.86
    832.97
    34.69
    31.80
    63.85
    38.56

    685.30
    353.77
    72.40
    73.48
    105.66
    79.99

    (15.32)
    (31.30)
    (16.57)
    (20.80)
    (23.26)
    (21.48)
    (11.75)
    (19.92)
    0.86
    (24.96)
    (30.46)
    (8.16)
    (8.70)
    (13.08)
    (13.40)
    (23.74)
    (11.07)
    (17.05)
    (10.38)
    (19.93)
    -

    3.55
    (23.55)
    10.59
    15.12
    (33.83)
    8.78
    (0.31)
    3.22
    4.99
    (20.27)
    1.94
    28.57
    31.25
    (18.71)
    28.75
    12.64
    31.84
    16.30
    20.59
    7.14
    -

    25.00
    23.64
    83.75
    46.32
    25.00
    79.89
    25.00
    34.00
    40.00
    29.00
    224.59
    23.00
    53.95
    23.75
    23.75
    19.40
    236.67
    72.87
    17.26
    21.30

    16.26%
    38.44%
    2.37%
    33.81%
    3.74%
    13.50%
    9.39%
    16.20%
    25.90%
    15.08%
    3.18%
    12.50%
    12.50%
    17.10%
    20.50%
    21.66%
    4.23%
    17.70%
    17.25%
    33.03%
    19.57%

    48.47
    111.60
    12.44
    34.89
    59.57
    15.18
    133.97
    73.98
    85.64
    62.36
    8.66
    8.66
    29.11
    84.03
    60.67
    28.46
    16.24
    34.59
    45.02
    56.68

    5,913.06
    465.71
    62.49
    352.16
    60.41
    201.04
    113.92
    542.47
    651.46
    516.73
    57.49
    268.02
    268.02
    268.54
    409.16
    312.09
    23.33
    680.24
    434.80
    256.75
    236.25

    1,215.12
    1.5
    11.4
    67.9
    41.56
    47.65
    72.32
    95.43
    150.98
    113.22
    14.17
    51.05
    51.05
    88.93
    86.27
    85.40
    29.40
    124.84
    66.12
    66.99

    2,031.12
    304.74
    (10.62)
    146.26
    (46.86)
    100.79
    (0.86)
    168.76
    199.06
    190.95
    59.74
    8.11
    8.11
    123.89
    147.20
    164.90
    (43.91)
    286.59
    125.46
    106.93

    1,365.79
    160.60
    (12.17)
    88.90
    13.43
    41.06
    13.20
    155.61
    173.22
    107.80
    (42.92)
    94.02
    94.02
    21.51
    103.40
    35.16
    0.70
    186.23
    133.19
    92.84

    1,103.31
    (1.16)
    73.87
    49.14
    52.29
    11.54
    29.26
    122.68
    128.20
    104.76
    26.51
    114.84
    114.84
    34.22
    72.29
    26.62
    37.14
    157.32
    63.81
    -

    (0.98) (9.43)
    0.80 (14.29)
    - (6.48)
    (2.86) (11.69)
    4.57
    3.58
    0.13 (1.18)
    - (6.18)
    (3.33) (12.12)

    32.09
    22.81
    34.67
    58.14
    34.19
    15.54
    23.05
    (3.33)

    17.25%
    na
    50.56%
    12.09%
    9.74%
    9.74%
    12.66%
    15.98%

    86.91
    6.51
    5.85
    72.7
    72.7
    17.00
    2.68

    3,785.98
    (64.67)
    1,738.38
    777.25
    249.01
    249.01
    481.66
    604.34

    847.06
    (19.57)
    157.58
    268.52
    74.16
    74.16
    175.32
    191.05

    1,822.74
    (45.09)
    1,365.90
    220.29
    54.48
    54.48
    99.12
    128.05

    510.06
    (38.10)
    104.26
    112.21
    49.92
    49.92
    94.57
    187.20

    577.66

    22.33
    528.46
    1099.09
    25.53
    8.35
    223.73
    1409.51

    21
    A member of Asia Capital Group

    Shares Trailing
    Mn
    ROE
    13.65%
    1.20 5.28%
    15.20 0.78%
    8.88 6.06%
    3.62 14.32%
    6.03 26.20%
    67.27 27.31%

    23 August 2013

    110.65
    176.23
    80.08
    80.08
    112.65
    98.04

    Trailing Trailing
    EPS
    PE
    7.00
    25.83
    38.5
    1.96
    48.5
    52.06
    9.2
    93.02
    17.3
    33.25
    7.5
    29.92
    3.6

    PBV Mkt Cap Mn


    0.95
    2.0
    0.4
    0.6
    2.5
    2.0
    1.0

    1,194.00
    1,445.52
    4,260.69
    5,829.56
    1,505.99
    7,264.85

    49.43
    21.34
    21.82
    37.09
    25.78

    17.7
    14.0
    51.8
    64.2
    31.5
    36.8

    1.9
    2.2
    1.4
    1.8
    1.3
    1.2

    70,380.00
    7,592.79
    9,797.76
    8,106.01
    6,589.61

    18.63
    2.64
    4.20
    1.30
    8.04
    1.43
    21.70
    19.16
    12.92
    1.98
    1.08
    1.08
    4.98
    17.23
    13.14
    1.20
    2.87
    5.97
    14.87
    11.09

    3.8
    1.3
    10.7
    2.4
    20.2
    2.8
    22.7
    4.4
    4.3
    3.3
    5.5
    4.2
    3.9
    2.3
    4.2
    1.5
    22.0
    3.7
    2.7
    1.5
    4.1

    0.61
    0.5
    0.3
    0.8
    0.8
    0.4
    2.1
    0.7
    1.1
    0.5
    0.2
    0.5
    0.5
    0.4
    0.9
    0.3
    0.9
    0.7
    0.5
    0.5
    0.8

    592.50
    666.55
    837.50
    1,222.74
    557.50
    2,580.44
    2,400.00
    2,788.00
    1,680.00
    319.00
    1,010.66
    96.60
    609.67
    1,733.75
    467.88
    514.07
    2,532.33
    1,195.01
    388.46
    969.15

    na
    3.29
    0.71
    7.35
    7.35
    2.15
    0.43

    11.1
    na
    3.1
    19.1
    14.6
    10.2
    18.3
    6.8

    1.92
    2.9
    1.6
    2.3
    1.5
    1.0
    2.3
    1.1

    5,628.16
    5,337.42
    14,837.75
    2,731.42
    626.74
    8,837.42
    4,087.57

    Weekly Review by Asia Wealth Research

    Company

    Year
    End

    Price Performance
    1W(%)
    1M(%) 1Q(%) 1Y(%)
    (1.64)
    (7.34) (10.92)
    20.45
    (1.70)
    (9.19) (8.99)
    38.46
    (4.15) (20.28) (4.76)
    (0.56)
    3.79 (10.92) (20.14)
    1.71
    51.97
    5.86
    6.02
    (10.03)
    (13.37) (37.29) (37.29)
    0.10
    (16.43) (2.93) (31.36)
    (4.88)
    (9.30) (18.75) (25.00)
    - (14.29)
    -

    SERVICES
    JOHN KEELLS LIMITED
    LAKE HOUSE PRINTING
    MERC. SHIPPINGS
    CEYLON PRINTERS
    KALAMAZOO
    PARAGON
    CEYLON TEA BROKERS
    ASIA SIYAKA COMMODITIES

    JKL N
    LPRTN
    MSL N
    CPRTN
    KZOON
    PARAN
    CTBLN
    ASIYN

    MainB
    MainB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    DiriSaviB

    M
    M
    M
    M
    M
    M
    M
    M

    81.00
    90.00
    159.00
    1534.90
    1066.00
    961.00
    3.90
    2.40

    STORES AND SUPPLIES


    COLOMBO CITY HOLDINGS
    E B CREASY
    GESTETNER
    HUNTERS

    PHARN
    EBCRN
    GESTN
    HUNTN

    MainB
    MainB
    MainB
    MainB

    M
    M
    M
    M

    499.00
    1062.10
    157.00
    320.00

    (2.47)
    (0.20)
    (3.45)
    2.28
    (2.71)

    (8.17)
    (6.26)
    (11.49)
    (10.34)
    (2.44)

    (22.24)
    6.93
    (24.71) (14.69)
    (20.12)
    17.48
    (21.50) (21.50)
    (24.71)
    10.19

    TRADING
    BROWNS
    C W MACKIE
    CEYLON FOREIGN TRADES
    EASTERN MERCHANTS
    ENVIRONMENTAL RESOURCES
    RADIANT GEMS
    SINGER SRI LANKA
    OFFICE EQUIPMENT
    TESS AGRO

    BRWNN
    CWMN
    CFT N
    EMERN
    GREGN
    RGEMN
    SINSN
    OFEQN
    TESSN

    MainB
    MainB
    MainB
    DefaultB
    MainB
    MainB
    MainB
    MainB
    DiriSaviB

    M
    D
    M
    M
    M
    M
    D
    M
    M

    98.50
    66.80
    7.00
    7.20
    12.80
    43.00
    94.60
    2450.00
    1.90

    (3.33)
    (4.37)
    (0.30)
    (7.69)
    (0.78)
    (4.23)
    (3.27)
    2.08
    (5.26)

    (8.11)
    (14.35)
    (0.75)
    (10.26)
    (10.00)
    (11.72)
    (4.87)
    (5.40)
    11.01
    (10.00)

    (12.52)
    (22.99)
    (8.14)
    12.90
    (28.71)
    (23.35)
    (12.96)
    (6.06)
    (6.13)
    (18.18)

    POWER & ENERGY


    HEMAS POWER
    LANKA IOC
    VIDULLANKA
    VALLIBEL POWER
    LAUGFS GAS
    LAUGFS GAS [NV]
    HYDRO POWER
    PANASIAN POWER
    MACKWOODS ENERGY LIMITED

    HPWRN
    LIOCN
    VLL N
    VPELN
    LGL N
    LGL X
    HPFLN
    PAP N
    MEL N

    MainB
    MainB
    MainB
    MainB
    DiriSaviB
    DiriSaviB
    MainB
    MainB
    DiriSaviB

    M
    M
    M
    M
    M
    M
    M
    M
    M

    18.50
    27.00
    3.70
    6.20
    27.50
    21.00
    5.00
    2.40
    7.90

    (4.78)
    (6.03)
    (3.91)
    (7.58)
    (5.56)
    (5.41)
    (7.41)
    (4.00)
    -

    4.84 (5.20)
    31.40
    0.54 (9.22)
    3.89
    8.87 (1.10)
    70.89
    - (5.13)
    (3.17) (1.61)
    24.49
    6.67 (8.42)
    27.70
    (2.78) (7.49)
    51.08
    (5.66) (16.67) (24.24)
    4.35 (7.69) (7.69)
    (2.47) (26.85) (31.30)

    INFORMATION TECHNOLOGY
    E-CHANNELLING
    PC HOUSE

    ECL N
    PCH N

    DiriSaviB M
    MainB
    M

    6.50
    0.70

    6.26
    8.33
    -

    (10.63) (48.87) (55.62)


    6.56 (7.14)
    44.44
    (41.67) (79.41) (88.14)

    TELECOMMUNICATIONS
    DIALOG TELEKOM
    SRI LANKA TELECOM

    DIALN
    SLTLN

    MainB
    MainB

    8.50
    39.30

    (2.45)
    (1.16)
    (3.67)

    D
    D

    (3.30) (10.49)
    (1.16) (12.37)
    (5.29) (8.58)

    (12.35)
    (15.74)
    17.67
    34.62
    (40.50)
    (14.09)
    (8.70)
    (13.21)
    (38.75)
    (28.00)

    18.13
    39.34
    2.87

    Note:
    Counters which are listed on Dirisavi board will reflect 6 months results under
    3QCY2012.

    22
    A member of Asia Capital Group

    Shares Trailing
    Mn
    ROE
    7.06%
    60.80 22.68%
    2.94 4.16%
    2.84
    na
    0.04
    na
    0.05
    na
    0.10
    na
    114.00 19.98%
    260.00 16.59%

    BVPS

    23 August 2013

    53.89
    49.30
    57.43
    137.96
    649.80
    64.98
    1.72
    2.18

    Net Profit
    4Qtrs
    310.18
    742.89
    6.03
    (123.39)
    (1.28)
    (446.79)
    (0.55)
    39.23
    94.04

    Mar'13
    590.26
    560.02
    (3.72)
    (21.05)
    0.40
    (0.19)
    (0.57)
    16.72
    38.65

    Dec'12
    (406.82)
    48.66
    1.02
    (13.30)
    (1.90)
    (446.70)
    0.30
    5.10

    Net
    Sep'12
    85.64
    78.67
    3.84
    (39.85)
    (1.05)
    1.20
    0.12
    8.50
    34.21

    Profits
    Jun'12
    26.82
    55.55
    4.40
    (49.20)
    1.27
    0.68
    0.13
    13.99

    5.05%
    1.27 5.20% 738.70
    2.54 8.16% 1284.06
    2.28 28.76%
    43.90
    5.15
    na 432.45

    329.21
    48.87
    265.70
    28.76
    (14.12)

    110.66
    36.41
    80.69
    12.94
    (19.38)

    222.51
    (4.23)
    188.43
    12.73
    25.58

    54.70
    20.02
    30.70
    2.04
    1.94

    (58.55)
    (3.33)
    (34.00)
    1.04
    (22.26)

    Trailing Trailing
    EPS
    PE
    22.29
    12.22
    6.6
    2.05
    43.8
    na
    na
    na
    na
    na
    na
    na
    na
    0.34
    11.3
    0.36
    6.6

    4,924.80
    264.35
    452.35
    53.74
    53.30
    96.13
    444.60
    624.00

    16.20
    13.0
    10.1
    12.4
    na

    0.82
    0.7
    0.8
    3.6
    0.7

    635.16
    2,692.91
    357.67
    1,646.40

    3.39
    4.50
    0.05
    na
    na
    na
    6.97
    na
    na

    30.87
    29.1
    14.8
    135.7
    na
    na
    na
    13.6
    na
    na

    0.90
    0.5
    1.4
    1.1
    0.8
    0.6
    5.6
    2.5
    4.5
    1.0

    6,981.19
    2,404.04
    981.37
    845.61
    4,471.90
    103.20
    11,844.83
    204.22
    342.00

    2.26
    5.46
    0.24
    0.39
    2.74
    2.74
    na
    0.17
    0.41

    7.56
    8.2
    4.9
    15.2
    16.0
    10.0
    7.7
    na
    14.5
    19.5

    1.30
    0.8
    1.1
    1.6
    2.5
    1.6
    1.3
    0.7
    1.5
    1.1

    2,316.20
    14,378.31
    1,765.90
    4,632.08
    9,212.50
    1,092.00
    545.44
    1,200.00
    790.00

    na
    48.3
    na

    0.93
    7.4
    0.2

    793.85
    240.38

    10.38
    8.1
    14.3

    1.48
    1.8
    1.3

    69,222.12
    70,931.00

    207.36
    46.18
    6.26
    8.66
    23.27
    7.63
    37.39
    546.33
    1.94

    912.89
    240.04
    161.98
    7.23
    (69.41)
    (278.42)
    (6.90)
    873.24
    (2.09)
    (12.79)

    669.64
    768.13
    46.85
    1.10
    (28.16)
    (291.18)
    (3.40)
    174.84
    6.96
    (5.50)

    (292.87)
    (498.97)
    17.61
    2.55
    (39.95)
    31.72
    (3.72)
    194.18
    1.80
    1.91

    294.12
    190.84
    11.59
    6.83
    (16.69)
    (80.65)
    (0.06)
    194.17
    (2.77)
    (9.14)

    300.32
    (219.96)
    85.92
    (3.25)
    39.55
    83.85
    0.34
    310.05
    3.81

    17.25%
    9.88%
    22.33%
    10.55%
    15.86%
    16.35%
    16.35%
    na
    10.28%
    5.89%

    22.82
    24.46
    2.31
    2.44
    16.76
    16.76
    6.90
    1.61
    6.88

    4,751.00
    282.45
    2,908.80
    116.33
    289.14
    1,060.82
    1,060.82
    (29.98)
    82.93
    40.51

    1,306.53
    71.22
    805.89
    13.96
    12.16
    364.72
    364.72
    (12.46)
    30.26
    20.78

    1,226.44
    75.61
    728.08
    36.12
    120.10
    228.99
    228.99
    (8.04)
    38.98
    6.60

    1,842.14
    81.00
    1,183.00
    6.13
    112.97
    427.45
    427.45
    (1.80)
    2.09
    31.30

    299.56
    39.33
    191.86
    8.40
    56.05

    -32.64%
    122.13 15.36%
    343.40
    na

    (362.64)
    16.42
    (379.06)

    (387.13)
    7.90
    (395.03)

    2.52
    (6.60)
    9.12

    (2.35)
    2.87
    (5.22)

    1.79

    0.88
    2.92

    1.79

    0.13
    na

    14.22%
    8143.78 22.01%
    1804.86 8.84%

    4.76
    31.10

    13,496.41
    8,536.41
    4,960.00

    3,180.52
    1,594.52
    1,586.00

    1,805.68
    928.68
    877.00

    6,545.20
    4,744.20
    1,801.00

    1,965.01
    1,269.01
    696.00

    1.05
    2.75

    (7.68)
    11.60

    1.57
    1.5
    1.8
    2.8
    11.1
    1.6
    14.8
    2.3
    1.1

    38.39
    104.79
    12.62
    na

    2.90%
    70.88 1.63%
    35.99 9.75%
    140.20 0.82%
    117.45
    na
    349.37
    na
    2.40
    na
    125.21 18.66%
    0.08
    na
    180.00
    na

    125.20
    532.53
    477.27
    747.11
    335.00
    52.00
    109.09
    500.00
    100.00

    PBV Mkt Cap Mn

    Weekly Review by Asia Wealth Research

    23 August 2013

    Disclaimer
    The report has been prepared by Asia Wealth Management Co (Private) Limited. The information and opinions contained herein has been compiled or 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 or correctness, reliability or suitability. 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. In no event will Asia Wealth Management Co (Private) Limited be liable for any loss or damage
    including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising out of, or in connection with the use of this report and any reliance you
    place on such information is therefore strictly at your own risk.
    Asia Wealth Management Co (Private) Limited 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 material is disseminated to their customers. Not all customers will receive the material at the same time. Asia Wealth Management Co (Private) Limited, their respective
    directors, officers, representatives, employees, related persons and/or Asia Wealth Management Co (Private) Limited, may have a long or short position in any of the securities or other
    financial instruments mentioned or issuers 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 securities or other
    financial instruments from time to time in the open market or otherwise, in each case either as principal or agent. Asia Wealth Management Co (Private) Limited may make markets in
    securities or other financial instruments described in this publication, in securities of issuers described herein or in securities underlying or related to such securities. Asia Wealth
    Management Co (Private) Limited may have recently underwritten the securities of an issuer mentioned herein. The information contained in this report is for general information
    purposes only. This report and its content is copyright of Asia Wealth Management Co (Private) Limited and all rights reserved. This report- in whole or in part- may not, except with the
    express written permission of Asia Wealth Management Co (Private) Limited be reproduced or distributed or commercially exploited in any material form by any means whether graphic,
    electronic, mechanical or any means. Nor may you transmit it or store it in any other website or other form of electronic retrieval system. Any unauthorised use of this report will result in
    immediate proceedings.

    23
    A member of Asia Capital Group

    Research
    Manager - Research
    BalakrishnanNirmalan

    Assistant Manager - Research


    (94-11)5320362
    nirmalan@asiacapital.lk

    Corporates

    Amali Perera

    (94-11)5320256
    amali@asiacapital.lk

    Economy

    Yogini Yogarasa

    (94-11)5320361

    DhanushaPathirana

    (94-11)5320254

    Statistician
    Nuwan Pradeep

    (94-11)5320257

    Sales
    Institutional Sales
    SabriMarikar
    NiroshanWijayakoon
    Manjula Kumarasinghe
    ChelakaHapugoda
    Chaminda Mahanama
    HiranBibile
    NiroshanRathnam
    Jeevan Hettigoda
    FarajFouz
    MiflalFarook

    (94-11) 5320224
    (94-11) 5320208
    (94-11) 5320211
    (94-11)5320240
    (94-11) 5320223
    (94-11) 5320238
    (94-11) 5320242
    (94-11) 5320220
    (94-11) 5320210
    (94-11) 5320247

    077 3-576868
    0777-713645
    0777 -874310
    0777 -256740
    0777 -556582
    0777 -352032
    0773 -717515
    0773-691256
    0773 -810159
    0772-253730

    sabri@asiacapital.lk
    niroshan@asiacapital.lk
    manjula@asiacapital.lk
    chelaka@asiacapital.lk
    mahanama@asiacapital.lk
    hiran@asiacapital.lk
    ratnam@asiacapital.lk
    jeevan@asiacapital.lk
    faraj@asiacapital.lk
    miflal@asiacapital.lk

    Retail Sales
    ShiyamSubaulla
    PriyanthaHingurage
    Subeeth Perera
    Neluka Rodrigo
    GaganiJayawardhana
    Shamal Perera
    NuwanEranga
    RomeshPriyadarshana
    RukshanLiyanage
    NathashaMunasinghe
    Iresha Fernando
    SharikaRathnayake

    (94-11)5320218
    (94-11)5320217
    (94-11)5320227
    (94-11)5320214
    (94-11)5320236
    (94-11)5320219
    (94-11)5320246
    (94-11)5320228
    (94-11)5320235
    (94-11)5320231
    (94-11)5320232
    (94-11)5320209

    0773-502016
    0773-502015
    0714-042683
    0777-366280
    0714-084953
    077-3717558
    0777368012
    0772548795
    077-3413297
    0777-569266
    0777359012
    0777567994

    shiyam@asiacapital.lk
    priyantha@asiacapital.lk
    subeeth@asiacapital.lk
    neluka@asiacapital.lk
    gagani@asiacapital.lk
    shamal@asaiacapital.lk
    eranga@asiacapital.lk
    priyadarshana@asiacapital.lk
    rukshan@asiacapital.lk
    nathasha@asiacapital.lk
    iresha@asiacapital.lk
    sharika@asiacapital.lk

    Branches
    CSE Floor

    CSE,01-04, World Trade Centre, Colombo 1.

    ThusharaAdhikari
    M G Suranjana

    (011)-5735122
    (011)-5763539

    0773-688202
    0773-954994

    adhikari@asiacapital.lk

    Kurunegala

    Union Assurance Building, No.6,1stFloor,Rajapilla Rd, Kurunagala.

    AsankaSamarakoon
    GayanNishsanka

    (037)-5628844
    (037)-5642717

    0773-690749
    0777-105356

    asanka@asiacapital.lk
    nishshanka@asiacapital.lk

    Matara

    E.H.Cooray Building, Mezzanine Floor, No:24, AnagarikaDarmapala Mw,


    Matara
    Peoples Leasing Building,2nd Floor,No.118,Matara Road,Galle

    (041)-5677525
    (041)-5677526
    (041)-5620727
    (091)-5629998

    0773-687307
    0778-628798

    Galle

    SumedaJayawardena
    LalindaLiyanapathirana
    MaheshaMadurangi
    RuchiraHasantha

    0773-687027

    sumeda@asiacapital.lk
    rishan@asiacapital.lk
    mahesha@asiacapital.lk
    ruchira@asiacapital.lk

    Negombo

    Asia Asset Finance, 171/1, Station Road, Negombo.

    UthpalaKarunatilake

    (031)-5676881

    0773-691685

    uthpala@asiacapital.lk

    Moratuwa

    Asia Asset Finance, No.18, New De Zoysa Rd, Moratuwa.

    Ashan Silva
    Charith Perera

    (011)-5238662
    (011)-5238663

    077-0458028

    ashan@asiacapital.lk
    charithn@asiacapital.lk

    Panadura

    Asian Alliance Building, 293, Galle Road, Panadura

    RanganathWijetunga
    AsankaChaminda

    (038)-5670400
    (038)-5670407

    0715-120723
    0713-559552

    ranganath@asiacapital.lk
    chaminda@asiacapital.lk

    Kandy

    132 2/7, Hill City Complex,


    D. S .Senanayake Street, Kandy.

    NilupulHettiarachchi

    (081)-5628500

    0777410164

    nilupul@asiacapital.lk

    RadhikaHettiarachchi
    TharinduPriyankara
    Ravi De Mel

    (081)-5625577
    (081)-5625577
    (063)-5679071

    0773692242
    0777282586
    0772-681995

    radhika@asiacapital.lk
    priyankara@asiacapital.lk
    ravide@asiacapital.lk

    NalakaDhanushka
    DanushkaBoteju
    KasunNavoda

    (063)-5679070
    (011)-5634803

    0771-520376
    0716-270527

    nalaka@asiacapital.lk
    boteju@asiacapital.lk

    Ampara

    Bandula Cinema Shopping complex, No-103,D S Senanayaka Street,


    Ampara.

    Kiribathgoda

    Level 2-6,Udeshi City Shopping complex, No 94,Makola Rd,Kiribathgoda

    Service Centers
    Hambantota

    Hambanthota Chamber of Commerce, ThangalleRoad,Hambantota.

    SherminRanasinghe
    SamithEdirisinghe

    (047)-5679240

    0777681866
    0775-486869

    shermin@asiacapital.lk
    samith@asiacapital.lk

    Jaffna

    62/20, First Floor, Stanley Road, Jaffna

    GratianNirmalan
    S.Puviraj

    (021)-5671800
    (021)-5671801

    0777-567933
    0775-096969

    nirmal@asiacapital.lk
    puviraj@asiacapital.lk

    ASIA WEALTH MANAGEMENT CO.(PVT) LTD


    21-01 West Tower,
    World Trade Centre, Echelon Square,
    Colombo 01, Sri Lanka
    Tel: +94 11 5320000
    Website: www.asiacapital.lk

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