Author Topic: UNITY -- Unity Foods Limited.  (Read 42231 times)

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Offline irfanayub80

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Re: UNITY -- Unity Foods Limited.
« Reply #499 on: September 20, 2018, 02:43:00 PM »
Back to Pavilion

matlab akhir kahna kia chahtay ho ? :skeptic: :confused1:

Pakinvestorsguide

Re: UNITY -- Unity Foods Limited.
« Reply #499 on: September 20, 2018, 02:43:00 PM »

Offline irfanayub80

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Offline Aahaf

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Re: UNITY -- Unity Foods Limited.
« Reply #501 on: September 21, 2018, 11:40:35 PM »
36.5-36.24 buying zone below 36 closing weak sign

Offline Fahd

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Re: UNITY -- Unity Foods Limited.
« Reply #502 on: September 24, 2018, 01:22:46 PM »

Offline ABNEIQBAL

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Re: UNITY -- Unity Foods Limited.
« Reply #503 on: September 24, 2018, 06:15:50 PM »
ab suna dil dara baat paki ho gaieee

TABDEELI CHANGE IN TANZELLI
 :bangin: :bangin: :bangin: :bangin: :bangin: :bangin:

New Govt. in sleeping mood
IK Govt loan lainay main nakaam
PSX say relate koi faisla naheen lia ja raha
CPEC  per negative news on daily basis
Cement ki production main kami
cost of production increasing
Oil prices increasing in international mkt.
FM from day of Half totally confused 
same like lot of other things those killing PSX
punter sold FFL, UNITY, PREMA and all cement

 :bangin: :bangin: :bangin: :bangin: :bangin: :bangin:

Offline rz khan

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Re: UNITY -- Unity Foods Limited.
« Reply #504 on: September 25, 2018, 09:13:33 AM »
The newest entrant to the edible oil sector has posted strong results for the few months it has been in business. Unity Foods commenced operations in February this year and managed to earn a top-line of Rs2.8 billion in 5 months.

For the initial two months of operations, Unity posted gross margin of 16 percent and net profit of 13 percent. Based on expectations of higher refined oil sales in coming quarters, the company expected margins to rise but FY18’s figure were significantly lower. Having said this, it must be borne in mind that expenses have been spread over less than half a year of sales.

Previous quarter’s report indicates that the 67 percent of Unity’s sales were through exports. The company sells different oil states and products as well as meal which are sold abroad. Since almost all of Pakistan’s edible oil and oil seeds are through imports, currency devaluation results in the bottom-line taking a hit. In Unity Food’s cases however, exports provide a natural cover against devaluation.

The edible oil and oil seeds sector is characterized with high turnover and low margins. Being able to post margins at par with sector averages without the benefits of economies of scale kick in indicates superior performance. Other than operational performance, nearly 30 percent of Unity’s bottom-line consists of other income which includes exchange gain and sales of by-products.

A factor that may have supported its sales is the US and China trade war. China is a huge consumer of soybean from the US but has slapped tariffs on imports. Since a large portion of its sales are based on international orders of meals, it is possible that Unity Food has exploited this opportunity.

Going forward, it has announced the launch of its retail edible oil brand by the name of “Dastak” for which it has acquired an existing refinery possessing a capacity of 500,000 tons per annum. The retail edible oil sector is dominated by Dalda that has over 50 percent share and the rest of the market is divided among various other players. To successfully compete, Unity Foods will require a large marketing budget and aggressive advertising which may drag down its bottom-line.

https://www.brecorder.com/2018/09/24/441455/new-entrant-unity-food-posts-strong-results/

Offline Farhan Kermani

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Re: UNITY -- Unity Foods Limited.
« Reply #505 on: September 25, 2018, 10:28:37 AM »
Looking attractive here. Selling being absorbed.Just an observation. NO techie here

Offline Aahaf

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Re: UNITY -- Unity Foods Limited.
« Reply #506 on: September 26, 2018, 12:10:43 AM »
Healthy activity witnessed in last minutes buy with stoploss 35.19 personal dehan it will not break 35.7

Offline online88

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Re: UNITY -- Unity Foods Limited.
« Reply #507 on: September 27, 2018, 01:39:57 PM »
33  aa gia buy here

Offline Investonly

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Re: UNITY -- Unity Foods Limited.
« Reply #508 on: September 27, 2018, 01:50:59 PM »
33  aa gia buy here

I recommend wait. LL closing k bot chances hein

Offline LuqmanRafiq1

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Re: UNITY -- Unity Foods Limited.
« Reply #509 on: September 28, 2018, 11:18:27 AM »
Seems 10 to 12 % quick profit in coming days …..

Offline invincible

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Re: UNITY -- Unity Foods Limited.
« Reply #510 on: September 28, 2018, 04:36:32 PM »
 :bangin:

Offline Fahd

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Re: UNITY -- Unity Foods Limited.
« Reply #511 on: September 28, 2018, 04:41:15 PM »

Offline invincible

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Re: UNITY -- Unity Foods Limited.
« Reply #512 on: October 02, 2018, 04:47:33 PM »
whats going on?  :skeptic:

Offline ZafarAAA

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Re: UNITY -- Unity Foods Limited.
« Reply #513 on: October 07, 2018, 07:20:53 PM »
Sales are in billions but there are some one time expenses and incomes in millions effecting eps badly.

Offline MZ

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Re: UNITY -- Unity Foods Limited.
« Reply #514 on: October 09, 2018, 08:04:52 PM »
UNITY FOODS LIMITED (UNITY): KEY TAKEAWAYS OF OUR MEETING WITH UNITY FOODS MANAGEMENT

Tuesday, 09 October 2018

BY: WE FINANCIAL SERVICES LIMITED

From a 95% B2B company, Unity Foods has initiated entry into B2C with ‘Dastak’ edible oil.
Willmar (Asia’s leading agribusiness group) is the trading partner of Unity Foods facilitating a chunk of the latter’s raw material imports.
UFL imports four types of raw materials on a month to month basis 1) Soybean seeds from USA 2) Canola Seeds from USA 3) Palm oil from Malaysia & Indonesia 4) Specialized Fats from Malaysia & Indonesia.
UFL has not acquired any long-term debt on their balance sheet till now. Going forward, UFL management is comfortable with capex requirements for which they are considering various financing options.

Offline Farzooq

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Re: UNITY -- Unity Foods Limited.
« Reply #515 on: October 12, 2018, 01:04:50 PM »
BMA FLASHNOTE

   UNITY: Intent for growth present; margin threat persists

Unity Foods Ltd. (UNTIY) held its analyst briefing recently to discuss the financial results and company outlook.

To highlight, the company’s primary business is the manufacturing and trading of edible oil, animal feed from imported oil seeds, and specialty fats (currently imported). UNITY has an oil seed crushing plant of 450 tons per day, feed pellet mill of 15 tons per hour, and an edible oil refinery of 150 tons per day. The company registered revenues of PKR2.7bn for FY18 (sales mix: 41% feed, 58% edible oil, 1% fats) wherein it operated for four months during the year after commencement of operations to deliver profit after tax of PKR 121.5mn with gross and net margin residing at 8.9% and 4.4%, respectively.

Key highlights from the briefing are as follows:

Edible Oil segment: Pakistan’s edible oil market is estimated at 4.8mn of which 3.36mn tons is currently being imported. The market is growing organically at 6% per annum with a nudge provided from change in preferences from ghee to cooking oils. UNITY intends to attain a market share of 4% from share of under 1%. Currently, the 54k tons annual capacity is being utilized to serve the B2B segment while presence is being established in the B2C segment via brand name ‘Dastak’. The market hosts premium, popular and discounted brands where ‘Dastak’ is aimed to be placed among the popular brands that makes up 40% of the entire market. Market supply of the brand started in Sep’18 on pilot with expected launch by Dec’18. Further, the company intends to acquire a 500tpd edible oil refinery going forward to realize the objective of 4% market share.

Animal Feed: The animal feed segment has grained traction as inelastic demand exists for the segment, where UNITY is catering to soya bean and canola based meals that present a cumulative market size of 2.2mn metric tons. Despite limited operations, the company delivered revenue of PKR1.1bn during FY18 along with some meal exports. The plant vicinity hosts around 15 poultry farms (poultry is the largest user of feeds) that should help deliver consistent demand and reduced distribution expenses. The division has remained susceptible to international commodity dynamics where meal prices have come off from over USD384/ton to USD319/ton in the past 6 months as a result of US-China trade war (China primarily imported soybeans from USA).

Specialty Fats: The commercial demand of specialty fats has increased where the market currently stands at 0.7mn MT and UNITY intends to cater to confectionery and bakery fats. The segment is attributed as a high margin segment with estimated growth of 7% per annum. Currently, the company has no aggressive strategy in place for the segment and eyes a market share of 3% by FY20 (<1% share currently).

With respect to the outlook of the company, the management eyes revenues of ~PKR2.5bn per quarter and margins to settle between 13-16%and 5-7% on gross and net basis, respectively.

Though the scrip is not under out coverage, we contend that devaluation risks could amplify margin attrition amid limited space for price pass-on in the edible oil segment as competitive pressures exist, while the animal feed segment can continue to see depressed pricing from international dynamics ruling out export markets in the current scenario.

The scrip currently trades at trailing P/E of 22x, a premium to the sector multiple of 17x and on P/S of 2.5x aganist to sector average of 2.4x
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Offline aharoon

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Re: UNITY -- Unity Foods Limited.
« Reply #516 on: October 19, 2018, 01:00:56 PM »
I think Unity pe buraee anay wali Hai
Kionke main issay jama Kar Raha Hoon
Punter Bhai agar Apko kharach karna hoo tou PLZZ 35 se ooper kharach kejiay Ga
Aahaf plz iski technical supports Aur resistance Bata plz

Offline Aahaf

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Re: UNITY -- Unity Foods Limited.
« Reply #517 on: October 19, 2018, 01:14:23 PM »
Should close above 26.3 which will guide it to 29.5-30

Offline Aahaf

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Re: UNITY -- Unity Foods Limited.
« Reply #518 on: October 19, 2018, 01:16:44 PM »
Is ki aur prl ki chal pichlay aik mahinay se same hai ap ko is ki guidance prl ki movement se bhi mil sakti hai yeh lo ya prl baat aik hai

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