Author Topic: LUCK -- Lucky Cement  (Read 156241 times)

0 Members and 1 Guest are viewing this topic.

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
LUCK -- Lucky Cement
« Reply #-1 on: June 17, 2009, 01:32:44 PM »
All About lucky cement

[attachment deleted by admin]
« Last Edit: January 25, 2012, 09:36:49 PM by M&M »

Pakinvestorsguide

LUCK -- Lucky Cement
« Reply #-1 on: June 17, 2009, 01:32:44 PM »

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« on: June 17, 2009, 01:33:31 PM »
BUY LUCK: Improving demand fundamentals

Valuations still attractive against regional peers

LUCK has outperformed the KSE-100 index by 74% since the start of CY09 and we believe that this is likely to continue on the back of attractive valuations. The expected YoY decline in FY10E EPS (due to lower export margins) is unlikely to weigh against the scrip given its significant discount against regional peers. While LUCK has gained 119% in absolute terms from trough levels, on a FY10E PER and EV/EBITDA of 4.8x and 4.3x the scrip continues to trade at a discount from the regional average PER and EV/EBITDA of 7.5x and 5.0x respectively. Dcf Based fair value 83

IGI Research

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« Reply #1 on: August 05, 2009, 11:32:47 AM »
LUCK: FY09 earnings estimated at PRs4.30bn (EPS PRs13.30)
Lucky Cement’s underlying earnings for FY09 are expected to depict 59% growth
at PRs4.30bn (EPS PRs13.30) as against PRs2.70bn (EPS PRs8.30) during last
year. The improved profitability of the company is expected on the back of
significant increase in gross level margins in the wake of notable jump in net
retention levels. And due to this higher retention, despite nominal volumetric
growth of 6%, the top-line of the company is projected to grow by 56% to
PRs26.4bn in FY09. The cost of sales is anticipated to depict 34% increase at
PRs16.89bn during the year. Furthermore, the gross level margin of the company
is likely to depict a notable improvement of approx. 10pps to 36%. This is
primarily attributable to the significantly higher retention levels that more than
offset the hike in production cost. In absolute terms, gross profit amount of the
company is expected to increase considerably by 119% at PRs9.56bn. Moreover,
during the year, operating expenses is expected to be at PRs2.61bn or 103%
higher than FY08, primarily due to increased export volumes amid increased
freight charges. Other charges of the company are also expected to show almost
37% rise at PRs861mn. Furthermore, financial charges for the year are estimated
at PRs1,238mn, significantly higher as against PRs127mn of last year mainly due
to winding up of hedging arrangements.

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« Reply #2 on: August 05, 2009, 02:56:35 PM »
05-AUG-09 LUCK Lucky Cement FINANCIAL RESULT FOR THE YEAR ENDED 30/06/2OO9
05-AUG-09 LUCK Lucky Cement PROFIT/LOSS BEFORE TAXATION RS. IN MILLION 5,177.001
05-AUG-09 LUCK Lucky Cement PROFIT/LOSS AFTER TAXATION RS. IN MILLION 4,596.549
05-AUG-09 LUCK Lucky Cement EPS = 14.21
05-AUG-09 LUCK Lucky Cement DIVIDEND = 40%
05-AUG-09 LUCK Lucky Cement ANNUAL GENERAL MEETING WILL BE HELD ON 26/10/2OO9
05-AUG-09 LUCK Lucky Cement BOOK CLOSURE FROM 17/10/2009
05-AUG-09 LUCK Lucky Cement BOOK CLOSURE TO 26/10/2009

Offline aliraza

  • Senior Member
  • *****
  • Posts: 2550
  • Thanks Received: 17
    • View Profile
Re: Luck -- Lucky Cement
« Reply #3 on: August 07, 2009, 06:02:16 PM »
pls coments to buying level lucky for dividend hasal karne ka leya

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« Reply #4 on: August 08, 2009, 12:12:34 PM »
pls coments to buying level lucky for dividend hasal karne ka leya

buy on dip if u get it around 70 it would b grt

Offline aliraza

  • Senior Member
  • *****
  • Posts: 2550
  • Thanks Received: 17
    • View Profile
Re: Luck -- Lucky Cement
« Reply #5 on: August 08, 2009, 04:47:04 PM »
thanks farzooq

Offline EIJAZ khan

  • New Member
  • *
  • Posts: 41
  • Thanks Received: 0
    • View Profile
Luck -- Lucky Cement
« Reply #6 on: August 11, 2009, 10:34:43 AM »
today it looks strong

Offline Asim

  • Junior Member
  • **
  • Posts: 107
  • Thanks Received: 0
    • View Profile
Re: Luck -- Lucky Cement
« Reply #7 on: August 11, 2009, 10:47:04 AM »
what may be the price range for lucky today? can it touch 82 ?

Offline EIJAZ khan

  • New Member
  • *
  • Posts: 41
  • Thanks Received: 0
    • View Profile
Re: Luck -- Lucky Cement
« Reply #8 on: August 11, 2009, 11:04:14 AM »
it may hit 81

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« Reply #9 on: August 11, 2009, 11:15:22 AM »
what may be the price range for lucky today? can it touch 82 ?

80 to 82

Offline Mansoor1

  • Junior Member
  • **
  • Posts: 195
  • Thanks Received: -6
    • View Profile
Re: Luck -- Lucky Cement
« Reply #10 on: August 12, 2009, 09:48:58 AM »
sell in my opinion :)

I think it will hit atleast 80 today.
**********

Offline Asim

  • Junior Member
  • **
  • Posts: 107
  • Thanks Received: 0
    • View Profile
Re: Luck -- Lucky Cement
« Reply #11 on: August 12, 2009, 01:28:20 PM »
farzooq bhai and other seniors lucky is down so far, what would u suggest hold on these levels or sell ? buying is around 78, please advise ?

Offline Farzooq

  • Administrator
  • Senior Member
  • *****
  • Posts: 19923
  • Thanks Received: 196
    • View Profile
Re: Luck -- Lucky Cement
« Reply #12 on: August 12, 2009, 01:45:51 PM »
farzooq bhai and other seniors lucky is down so far, what would u suggest hold on these levels or sell ? buying is around 78, please advise ?

hold
TOP PICKS
Engro fatima ogdc pol pso dgkc mlcf kapco npl ubl atrl nml efoods aicl hcar searl

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« Reply #13 on: August 12, 2009, 02:09:52 PM »
farzooq bhai and other seniors lucky is down so far, what would u suggest hold on these levels or sell ? buying is around 78, please advise ?

hold

stoploss 76

um@ir

  • Guest
Re: Luck -- Lucky Cement
« Reply #14 on: August 12, 2009, 02:49:55 PM »
Luck - stop loss has been hit, i would suggest bail out !! it is bullish and upward trend, but "profit" taking would hamper its rally. So for the time being, get yourself out !!!

Offline Asim

  • Junior Member
  • **
  • Posts: 107
  • Thanks Received: 0
    • View Profile
Re: Luck -- Lucky Cement
« Reply #15 on: August 13, 2009, 12:50:53 PM »
farzooq bhai and other seniors lucky is down so far, what would u suggest hold on these levels or sell ? buying is around 78, please advise ?

hold

farzooq bhai aap ke kehne peh hold kar lya tha and stoploss wala post nahi dekh saka tha waise i think 76.5 se 4/5 minuted me he 74 ke range me aa gia tha aur shayad us time moqa nahe tha stoploss lagane ka, khair I am not blaming you lekin pain tu u know hote hai, anyhow dua kijye ga, aaj lucky ke bare me kya raaye hai aapki as DG is already on lower lock

Offline EIJAZ khan

  • New Member
  • *
  • Posts: 41
  • Thanks Received: 0
    • View Profile
Re: Luck -- Lucky Cement
« Reply #16 on: August 13, 2009, 12:56:34 PM »
can lucky go below 70 comments plz

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« Reply #17 on: August 13, 2009, 01:19:29 PM »
farzooq bhai and other seniors lucky is down so far, what would u suggest hold on these levels or sell ? buying is around 78, please advise ?

hold

farzooq bhai aap ke kehne peh hold kar lya tha and stoploss wala post nahi dekh saka tha waise i think 76.5 se 4/5 minuted me he 74 ke range me aa gia tha aur shayad us time moqa nahe tha stoploss lagane ka, khair I am not blaming you lekin pain tu u know hote hai, anyhow dua kijye ga, aaj lucky ke bare me kya raaye hai aapki as DG is already on lower lock

it has strong supports in range of 72.5 ( 20 dma ) and 73.25 ( breakout level )
should bounce from these levels
but one should exit if it closes below 72.5 level as next support will be around 68.5

Offline Admin

  • Administrator
  • Senior Member
  • *****
  • Posts: 3915
  • Thanks Received: 15
    • View Profile
Re: Luck -- Lucky Cement
« Reply #18 on: August 13, 2009, 01:22:21 PM »



has strong supports in range of 72.5 ( 20 dma ) and 73.25 ( breakout level )
should bounce from these levels
but one should exit if it closes below 72.5 level as next support will be around 68.5