Author Topic: KAPCO -- Kot Addu Power  (Read 177953 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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Online 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
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Online 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
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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!

Offline SBM

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Re: KAPCO -- Kot Addu Power
« Reply #708 on: September 26, 2018, 12:42:21 AM »
Between SPWL and KAPCO, which one is good in terms of total expcted return (capital gain + dividend)?  :thanks: in advance!

spwl is much better option
and if you can hold for longer and dont need short term dividend, hubco is even better investment for anyone with 3 year investment horizon
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Offline Farzooq

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Re: KAPCO -- Kot Addu Power
« Reply #709 on: October 19, 2018, 11:42:36 AM »
KAPCO - 1QFY19 EPS to Grow by 9%YoY: The Kot Addu Power Company (KAPCO) is set to announce 1QFY19 result on October 23, 2018, where we expect it to post net earnings of PKR2.4bn (EPS: PKR2.7), up 9%YoY. The earnings growth is projected to be led by 18%YoY average PKR/USD depreciation, increase in capacity utilization to 80% (vs. 63% in 1QFY18, up 17pptsYoY) and jump in other income by 56%YoY on account of rising interest rates and growing overdue receivables (i.e. PKR96bn as at Jun-18, up 25%YoY). However, 26%YoY increase in Finance Cost on the back of anticipated increase in penal expense is expected to partially offset growth in earnings (overdue payables as at Jun-18: PKR27bn, up 38%YoY). We do not expect the company to declare any payout for the quarter (in-line with its payout history)
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Offline Farzooq

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Re: KAPCO -- Kot Addu Power
« Reply #710 on: October 22, 2018, 01:05:43 PM »
KAPCO: Earnings to lift by +14%YoY on weak PKR during 1QFY19

 ·         Kot Addu Power Company Limited’s (KAPCO) board meeting is scheduled on 23rd Oct-18 to announce financial result for 1QFY19, where we expect the company to post earnings of PKR 2.48bn (EPS PKR 2.82), up by +14%YoY,

·         We estimate incline in earnings on the back +17%YoY depreciation of PKR against greenback and higher other income on the back of substantial rise in receivables amid rise in interest rates,

·         On quarterly basis, earnings are expected to drop by 38%QoQ owing to true up income booked as per Power Purchase Agreement (PPA) on account of PKR depreciation against greenback,

·         We have rolled over our target price to Jun-19 for KAPCO to PKR 60.6/share with a ‘BUY’ call on the Company, offering +23% upside from its last close.

 
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Offline Farzooq

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Re: KAPCO -- Kot Addu Power
« Reply #711 on: October 22, 2018, 01:13:05 PM »
KAPCO: Earnings are expected to increase by 11% YoY during 1QFY19

Kot Addu Power Company (KAPCO) is scheduled to announce its 1QFY18 financial result on October 23, 2018. We forecast the company to post earnings of PKR 2,387mn (EPS: PKR 2.71) in 1QFY19. Sales are expected to increase by 50% YoY due 11% increase in dispatches (2,065 GWh) during 1QFY19.  The increase in sales also backed by higher level of RLNG based generation which has increased to 74% compared to 20% during same period last year.  Gross margins are expected to clock in at 11.2% (-474 bps) during 1QFY18. Higher dispatches and higher operation and maintenance cost are the primary reason behind the decline in gross margins. Other income is expected to increase 44% YoY due to 25% rise in overdue receivables (PKR 96bn as of Jun’18). Finance cost is also expected to increase by 27% YoY due to 60% YoY increase in PSO’s payables and 8% rise in short term borrowings.

ahl
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Offline nma

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Re: KAPCO -- Kot Addu Power
« Reply #712 on: October 23, 2018, 10:32:15 PM »
chahh gaya hai boi!