Author Topic: PKGS -- Packages Ltd.  (Read 95131 times)

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Offline sharjeelshafi

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Re: PKGS -- Packages Ltd.
« Reply #419 on: October 25, 2018, 03:55:49 PM »
Please share if any one has topline complete report on PKGS result today
« Last Edit: October 25, 2018, 06:57:15 PM by sharjeelshafi »

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Re: PKGS -- Packages Ltd.
« Reply #419 on: October 25, 2018, 03:55:49 PM »

Offline sharjeelshafi

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Re: PKGS -- Packages Ltd.
« Reply #420 on: October 30, 2018, 11:43:14 AM »
3rd Qtr Report

SRC=http://www.packages.com.pk/wp-content/uploads/2018/10/Sep-2018-Report.pdf


Offline momin234

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Re: PKGS -- Packages Ltd.
« Reply #421 on: November 07, 2018, 07:37:15 PM »
ye directors pagal hogae hain kia??

inki buy hi band nahi horahe?? akhir chal kia raha hai is  mai?> :[

Offline usman_799

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Re: PKGS -- Packages Ltd.
« Reply #422 on: November 07, 2018, 08:57:30 PM »
ye directors pagal hogae hain kia??

inki buy hi band nahi horahe?? akhir chal kia raha hai is  mai?> :[

Yeh selling kon kar raha hai?. Kia foreigners se selling karwai ja rahi hai ya koi aur hai jis ki selling khat am nai ho rahi. Agar Syed Babar Ali Itni buying kar raha hai to ho sakta hai koi plans hon unke future investment or projects k liye. Like directors do before making any news in public.

Seniors plz comment

Offline optimistic

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Re: PKGS -- Packages Ltd.
« Reply #423 on: November 07, 2018, 09:51:26 PM »
ye directors pagal hogae hain kia??

inki buy hi band nahi horahe?? akhir chal kia raha hai is  mai?> :[

Bhai, gorry ke selling be tu khtm nae hote iss share mei, directors are buying because they don't want pkgs share to go some other hands.
TOP Scripts as below: Updated (28th Nov, 2016)
1. Wyeth, 2. SHJS, 3. FFLNV, 4. TGL, 5. BERG, 6. APL, 7. PKGS, 8. EPQL, 9. ISL, 10. FFBL. 11. TRIPF. 12 ASL

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Offline sharjeelshafi

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Re: PKGS -- Packages Ltd.
« Reply #424 on: November 08, 2018, 11:33:55 AM »
I just saw Almeezan FMR today "https://www.almeezangroup.com/download/fund-managers-report/fund_manager_report_2018/FMR_October_2018.pdf"

They were holding PKGS from quite some time around 5%, now it is not mentioned in top 10 holdings.

NIT has also reduced their holdings from 3% to 2%.

https://www.nit.com.pk/doc/pdf/niut/fmr/11FMR%20-%20October%202018.pdf


I am holding since its value was 680 PKR, after averaging my cost is 530 PKR. I was confident because of their high book value, earnings, low debt, investments outside pakistan and the fact that big funds are holding it.

Please share your views about what to expect in future (after tetrapak div discontinuation), how much earnings can be expected from calcium carbonate business which is in final stages ?  What is the right price to average (I am thinking of average it around 340)


Offline yahiam

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Re: PKGS -- Packages Ltd.
« Reply #425 on: November 08, 2018, 12:18:28 PM »
I just saw Almeezan FMR today "https://www.almeezangroup.com/download/fund-managers-report/fund_manager_report_2018/FMR_October_2018.pdf"

They were holding PKGS from quite some time around 5%, now it is not mentioned in top 10 holdings.

NIT has also reduced their holdings from 3% to 2%.

https://www.nit.com.pk/doc/pdf/niut/fmr/11FMR%20-%20October%202018.pdf


I am holding since its value was 680 PKR, after averaging my cost is 530 PKR. I was confident because of their high book value, earnings, low debt, investments outside pakistan and the fact that big funds are holding it.

Please share your views about what to expect in future (after tetrapak div discontinuation), how much earnings can be expected from calcium carbonate business which is in final stages ?  What is the right price to average (I am thinking of average it around 340)

PKGS seems attractive at current levels...obviously the reason for the downfall is declining earnings due to consolidation of bullehshad accounts into the group plus from now on company will not be receiving div. income from tri pack. But on the other hand, groups investments are around 560/sh and trading at P/B of 0.55 atm. Worst Case it can go to 270/sh on technical grounds.

Offline Deep_Value

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Re: PKGS -- Packages Ltd.
« Reply #426 on: November 10, 2018, 02:22:00 PM »
I just saw Almeezan FMR today "https://www.almeezangroup.com/download/fund-managers-report/fund_manager_report_2018/FMR_October_2018.pdf"

They were holding PKGS from quite some time around 5%, now it is not mentioned in top 10 holdings.

NIT has also reduced their holdings from 3% to 2%.

https://www.nit.com.pk/doc/pdf/niut/fmr/11FMR%20-%20October%202018.pdf


I am holding since its value was 680 PKR, after averaging my cost is 530 PKR. I was confident because of their high book value, earnings, low debt, investments outside pakistan and the fact that big funds are holding it.

Please share your views about what to expect in future (after tetrapak div discontinuation), how much earnings can be expected from calcium carbonate business which is in final stages ?  What is the right price to average (I am thinking of average it around 340)

Packages mall and Bulle shah has destroyed the consolidated earnings. Plus the income from IGI is also problematic.

Offline SBM

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Re: PKGS -- Packages Ltd.
« Reply #427 on: November 13, 2018, 06:06:31 PM »
its property portfolio is whats keeping pkgs at these rates
otherwise there isnt much in it
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Offline usman_799

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Re: PKGS -- Packages Ltd.
« Reply #428 on: November 13, 2018, 10:07:16 PM »
its property portfolio is whats keeping pkgs at these rates
otherwise there isnt much in it

If there isn't much in this stock then whats the reason of agressive buying by the directors. Are they reducing the free float?  Whats its bottom and fair value. Any calculations?

Offline jahangir

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Re: PKGS -- Packages Ltd.
« Reply #429 on: November 13, 2018, 10:49:27 PM »

Offline sharjeelshafi

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Offline sharjeelshafi

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Re: PKGS -- Packages Ltd.
« Reply #431 on: March 13, 2019, 12:17:41 PM »
Financial Announcements SCS
Packages Ltd. Consolidated Final Quarter Results Dec 2018
EPS 4Q = Rs (5.24)
EPS Full Year= Rs 11.45
Final Dividend (SCS) Rs 15.00
Bonus Shares = Nil
Current Price = Rs 348.99
Yearly Growth(SCS) = (91%)
Last Year EPS = Rs 110.70
The Share Transfer Books of the Company will be Closed
form 05/4/2019 To 18/4/2019
Source: https://formerweb.psx.com.pk/newsattachment/127541.pdf

Offline winner11

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Re: PKGS -- Packages Ltd.
« Reply #432 on: March 13, 2019, 12:50:33 PM »
Packages Limited (PKGS): (Mar 13, 2019)
4Q2018 LPS Rs4.8 vs. EPS Rs45 in 4Q2017; 2018 EPS Rs10, -91% YoY DPS Rs15/sh (Below expectations)

Offline Farzooq

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Re: PKGS -- Packages Ltd.
« Reply #433 on: March 13, 2019, 01:06:24 PM »
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