Author Topic: KAPCO -- Kot Addu Power  (Read 173518 times)

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Offline muzdani

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Re: KAPCO -- Kot Addu Power
« Reply #699 on: September 05, 2018, 01:24:46 PM »
better than expected :clap1:

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Re: KAPCO -- Kot Addu Power
« Reply #699 on: September 05, 2018, 01:24:46 PM »

Offline GlobalInvestor

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Re: KAPCO -- Kot Addu Power
« Reply #700 on: September 05, 2018, 01:38:36 PM »
As per existing multiples of power generation it shouldnt trade more than 52 dears, stay cautious 
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Offline Investonly

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Re: KAPCO -- Kot Addu Power
« Reply #701 on: September 05, 2018, 02:45:23 PM »
As per existing multiples of power generation it shouldnt trade more than 52 dears, stay cautious

Those existing multiples are applicable for non-dividend yielding stocks NPL, NCPL, SWPL etc. who have not recently paid dividends as per trend. KAPCO has paid again according to its trend with higher EPS.

THANKS

Offline Imran1982

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Re: KAPCO -- Kot Addu Power
« Reply #702 on: September 05, 2018, 04:22:46 PM »
As per existing multiples of power generation it shouldnt trade more than 52 dears, stay cautious

Those existing multiples are applicable for non-dividend yielding stocks NPL, NCPL, SWPL etc. who have not recently paid dividends as per trend. KAPCO has paid again according to its trend with higher EPS.

THANKS

Agreed. It's paying more than expectations.


Offline SBM

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Re: KAPCO -- Kot Addu Power
« Reply #703 on: September 05, 2018, 06:31:31 PM »
As per existing multiples of power generation it shouldnt trade more than 52 dears, stay cautious

Those existing multiples are applicable for non-dividend yielding stocks NPL, NCPL, SWPL etc. who have not recently paid dividends as per trend. KAPCO has paid again according to its trend with higher EPS.

THANKS

npl ncpl spwl have another 16 years each left in their PPAs ... not paying out for 12-18 months doesnt matter .. kapco has only 3 years left in its PPA
its not worth more than 45 -50 rupees right now
I hate waking up.

Offline Investonly

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Re: KAPCO -- Kot Addu Power
« Reply #704 on: September 05, 2018, 07:46:20 PM »
As per existing multiples of power generation it shouldnt trade more than 52 dears, stay cautious

Those existing multiples are applicable for non-dividend yielding stocks NPL, NCPL, SWPL etc. who have not recently paid dividends as per trend. KAPCO has paid again according to its trend with higher EPS.

THANKS

npl ncpl spwl have another 16 years each left in their PPAs ... not paying out for 12-18 months doesnt matter .. kapco has only 3 years left in its PPA
its not worth more than 45 -50 rupees right now

Expiry doesn't mean Non-renewal. With growing demand of electricity plus power shortage, we can not afford non-renewal of the biggest IPP with 1600 MW. Rest lies in hands of Allah.  Agreed that other power stocks offer good opportunity for Patient investors

Offline SBM

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Re: KAPCO -- Kot Addu Power
« Reply #705 on: September 06, 2018, 01:04:00 PM »
As per existing multiples of power generation it shouldnt trade more than 52 dears, stay cautious

Those existing multiples are applicable for non-dividend yielding stocks NPL, NCPL, SWPL etc. who have not recently paid dividends as per trend. KAPCO has paid again according to its trend with higher EPS.

THANKS

npl ncpl spwl have another 16 years each left in their PPAs ... not paying out for 12-18 months doesnt matter .. kapco has only 3 years left in its PPA
its not worth more than 45 -50 rupees right now

Expiry doesn't mean Non-renewal. With growing demand of electricity plus power shortage, we can not afford non-renewal of the biggest IPP with 1600 MW. Rest lies in hands of Allah.  Agreed that other power stocks offer good opportunity for Patient investors

expiry means non-renewal of ppa on current, extremely lucrative terms
any new ppa signed will reduce in my opinion kapco's profitabily to roughly 3-4 rupees per annum nothing more
otherwise it will not be in the interest of the consumers and in the current regulatory environment it doesnt seem nepra will agree to anything else
I hate waking up.

Offline GlobalInvestor

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Re: KAPCO -- Kot Addu Power
« Reply #706 on: September 07, 2018, 11:36:10 AM »
As per existing multiples of power generation it shouldnt trade more than 52 dears, stay cautious

when braking 50 there it goes attractive else NO  :fingerscrossed1:
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Offline Muhammad Hamza Rizwan

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Re: KAPCO -- Kot Addu Power
« Reply #707 on: September 22, 2018, 12:11:43 AM »
Between SPWL and KAPCO, which one is good in terms of total expcted return (capital gain + dividend)?  :thanks: in advance!