Musings On Investing in Sri Lanka
Musings On Investing in Sri Lanka
Lets see how these work out!
Sep 16: LION TP 2136 in 12 months. CMP 1800
July 6: CIC.N TP 41 and CIC.X TO 32 in 12 months. CMP 31.50 and 25.80
July 1: LMF TP 112. CMP 87.90
Sierra Cables financial performance improved strongly in FY2024/25, and the available first-half FY2025/26 figures indicate that growth accelerated further.
At LKR 31.30, using FY2024/25 EPS of LKR 1.68, the trailing P/E would be approximately 18.6×. Using the reported net asset value of LKR 11.56, the price-to-book ratio would be approximately 2.7×.
An independent-adviser report in April 2025 projected FCFF figures of approximately LKR 256 million, LKR 1.158 billion, LKR 1.283 billion, LKR 1.366 billion, and LKR 1.627 billion across the valuation period. Those are valuation projections
Commencement 19 February 2026. Initial NAV 10.25. NAV on 3.8.26: 10.59
The annualized gain is 7.5%
Commencement 20 March 2025. Initial NAV 10.76. NAV on 3.8.26: 12.01
The annualized gain is 8.3%
Close-ended fixed income fund that invests in Government securities, Corporate Debt, Securitized papers, etc
Commencement 1 Feb 2024. Initial NAV 11.40. NAV on 3.8.26 is 15.16.
The annualized gain is 12.0%
July 22 2026: HHL 12 month forecast 29% increase to 40
July 20 2026: HAYC 12 month forecast 24% increase to 218