Author Topic: MLCF -- Maple Leaf Cement Factory Ltd.  (Read 365302 times)

0 Members and 2 Guests are viewing this topic.

aharoon

  • Guest
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1699 on: August 16, 2018, 11:04:20 AM »
Short covered very easily near to lower cap :rtfm: :clap1:  :clap1: :shoaby: :shoaby: :shoaby:

Pakinvestorsguide

Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1699 on: August 16, 2018, 11:04:20 AM »

aharoon

  • Guest
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1700 on: August 20, 2018, 01:05:26 PM »
Aaj upper cap hota lagg Raha hai

Offline raxid

  • Junior Member
  • **
  • Posts: 404
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1701 on: September 13, 2018, 12:52:01 PM »
lagta hay big player ne maal becha hay

Offline leraningtheropes

  • Junior Member
  • **
  • Posts: 336
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1702 on: September 13, 2018, 12:55:09 PM »
Big player selling but big player also buying right?

Offline leraningtheropes

  • Junior Member
  • **
  • Posts: 336
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1703 on: September 13, 2018, 03:30:16 PM »
Is the share just trading hands from player to player? Such high volumes?

Offline Oddest

  • Junior Member
  • **
  • Posts: 323
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1704 on: September 13, 2018, 04:29:28 PM »
Want a wehshi cap tomorrow. 

Offline ABNEIQBAL

  • Senior Member
  • *****
  • Posts: 1826
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1705 on: September 13, 2018, 04:38:14 PM »
@oddest

Dear woh kun aur kisay?

Offline optimistic

  • Senior Member
  • *****
  • Posts: 4977
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1706 on: September 13, 2018, 07:22:29 PM »
Gorra sold $5.2 millions cements alone today.  :[
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

I am not perfect. Please do your own research my comments / or views may not prove accurate, nor i advise anyone to act upon on my recommendations, nor i accept any responsibility on me. Your money, your gain / or loss, before investing into any script better you gain sufficient knowledge of business and calculate risk accordingly as per your risk appetite.

Offline Oddest

  • Junior Member
  • **
  • Posts: 323
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1707 on: September 13, 2018, 07:35:09 PM »
Gorra sold $5.2 millions cements alone today.  :[

And MF/Brokers/Individuals bought with pleasure.  :good

Offline Oddest

  • Junior Member
  • **
  • Posts: 323
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1708 on: September 13, 2018, 07:37:03 PM »
@oddest

Dear woh kun aur kisay?

Aur kitna girana hai? Bounce back tu bunta hai abb. Especially after the gora selling's absorbed. Abb agar kal b na gora aajaye medan main cements ki selling main tu hamain tu cap chahiay.  :tongue:

Offline optimistic

  • Senior Member
  • *****
  • Posts: 4977
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1709 on: September 13, 2018, 07:43:03 PM »
@oddest

Dear woh kun aur kisay?

Aur kitna girana hai? Bounce back tu bunta hai abb. Especially after the gora selling's absorbed. Abb agar kal b na gora aajaye medan main cements ki selling main tu hamain tu cap chahiay.  :tongue:

Cements mei KOHC, PIOC, ACPL looks cheap to me.
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

I am not perfect. Please do your own research my comments / or views may not prove accurate, nor i advise anyone to act upon on my recommendations, nor i accept any responsibility on me. Your money, your gain / or loss, before investing into any script better you gain sufficient knowledge of business and calculate risk accordingly as per your risk appetite.

Offline ABNEIQBAL

  • Senior Member
  • *****
  • Posts: 1826
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1710 on: September 13, 2018, 07:44:39 PM »
goray ki banks aur cement ki sale tu ruknay wali naheen?

laikan janta aur funds kia karain gay?

lay lay aur lay

Offline Farzooq

  • Administrator
  • Senior Member
  • *****
  • Posts: 22000
  • Thanks Received: 196
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1711 on: September 18, 2018, 01:45:37 PM »
FY18 EPS clocked-in at PKR 7.70 (-4% YoY)

MLCF: 4QFY18 performance depicts a jump of 46% YoY / 7% QoQ

Maple Leaf Cement Factory (MLCF) announced its 4QFY18 financial result today, posting a consolidated profit after tax (PAT) of PKR 1,203mn (EPS: PKR 2.03), up by 46% from preceding years PAT of PKR 824mn (EPS: PKR 1.39). This took the FY18 profitability to PKR 4,573mn (EPS: PKR 7.70), down by 4% YoY from FY17 earnings of PKR 4,776mn (EPS: PKR 8.04). Alongside this, the company announced a final cash dividend of PKR 1.00/share (FY18: PKR 2.50/share).

 Result Highlights                                                               

·         Topline of the company witnessed a growth of 13% YoY to PKR 6.4bn in 4QFY18 as dispatches underwent a jump of 7% (0.86mn tons vs. 0.80mn tons) with local offtake displaying a growth of 10% YoY tagged with higher retention prices. Similarly, FY18 revenue posted an uptick of 8% YoY led by an 11% increase in offtake to 3.7mn tons vs. 3.4mn in SPLY.

·         Albeit, as coal prices underwent a hike of 30% YoY tagged with a 12% devaluation YoY in the PKR-USD parity, 4QFY18 margins pulled back by 5ppts to 27% (4QFY17: 32%). Whereas margins in FY18 arrived at 33%, down by 6% YoY amid 21% higher coal prices alongside PKR losing 5% ground against the USD.

·         Moreover, finance costs of MLCF depict a massive surge to PKR 254mn in 4QFY18 given additional debt was procured to finance the company’s 40MW coal power project.

·         MLCF also booked a tax reversal during the quarter due to deferred tax liability and tax exempt income from Maple leaf power plant whereas effective taxation during 4QFY17 clocked-in at 35%.

Recommendation

·         Our Dec’18 target price for MLCF arrives at PKR 81.52/share, we recommend BUY.
TOP PICKS
Engro efert ogdc ppl pso dgkc luck hubc ubl hbl atrl nrl nml efoods aicl hcar searl

Offline rz khan

  • Junior Member
  • **
  • Posts: 258
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1712 on: September 19, 2018, 03:13:53 AM »
Forecast : MLCF

Wait patiently, accumulate on dips. Those lucky ones who trusted and buy MLCF between 42-43 (only those can buy having liquidity in hand by selling on Friday-Monday)........they should not sell it before 59.8 (in between u may book profit at 51.7 and 54.9) OR behave as a cool man for few week to book directly at Target price. After that is after 60.

Offline Farzooq

  • Administrator
  • Senior Member
  • *****
  • Posts: 22000
  • Thanks Received: 196
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1713 on: October 22, 2018, 01:07:33 PM »
MLCF – 1QFY19 Consolidated EPS Expected at PKR1.1: Consolidated EPS for Maple Leaf Cement Company (MLCF) is expected at PKR1.10 (down 39%YoY/46%QoQ). The company’s profitability from cement operations is projected to decline by 61%YoY/47%QoQ to PKR413mn, owing to 14%YoY decline in dispatches and 19%YoY surge in coal prices. Resultantly, we expect GMs for the company to shrink by 13ppts YoY to 24%.

For cement operations, revenue is expected to remain flat YoY but decline by 9%QoQ. Sequential decline in topline is expected on the back of decline in total offtakes (down 14%QoQ). Cement prices in North during the outgoing quarter recovered by 5%QoQ – only to be mitigated by 19%YoY/4%QoQ surge in coal prices and 19%YoY/6%QoQ depreciation in average PKR against the USD. We thus expect cost of production to go up by 20%YoY taking GMs to 24% (down 13ppts YoY).

Our consolidated bottomline forecast includes an impact of PKR0.4 per share of MLCF from Maple Leaf Power (MLPL).
TOP PICKS
Engro efert ogdc ppl pso dgkc luck hubc ubl hbl atrl nrl nml efoods aicl hcar searl

Offline Farzooq

  • Administrator
  • Senior Member
  • *****
  • Posts: 22000
  • Thanks Received: 196
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1714 on: October 22, 2018, 01:46:22 PM »
MLCF: Earnings to shrink by 54% YoY in 1QFY19

Maple Leaf Cement Factory Limited (MLCF) will unveil its 1QFY19 financial result tomorrow (23rd Oct’18). We project earnings to settle at PKR 498mn (EPS: PKR 0.84), depicting a reduction of 54% YoY. Sales in the period under review are expected at PKR 5.1bn (down by 11% YoY) amid a 13% decline in total offtake to 720k tons. With that said, margins are expected to take a tumble to 28% vis-à-vis 37% in SPLY as lower retention prices, higher coal prices (+18% YoY) and PKR depreciation (18% YoY against USD) built pressure on the company’s gross profitability. In addition, jump of 78% in finance costs is led by higher borrowings by MLCF. On a QoQ basis, we foresee earnings to pull back by 59%. 19% QoQ cut in topline is owed to 20% lower dispatches compared to the last quarter amid fewer working days (holidays on account of Eid and Muharram).

ahl
TOP PICKS
Engro efert ogdc ppl pso dgkc luck hubc ubl hbl atrl nrl nml efoods aicl hcar searl

aharoon

  • Guest
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1715 on: November 12, 2018, 09:53:46 PM »
Too much affected to Shortsellers..
Andha langra loohra kanaa sabhi iski short mai busy Hain.. :laugh: :good
SELL

Offline Observer

  • Junior Member
  • **
  • Posts: 138
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1716 on: November 13, 2018, 12:58:54 AM »
MLCF ka dividend credit hoa Hai ksi ko.

Offline Observer

  • Junior Member
  • **
  • Posts: 138
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1717 on: November 13, 2018, 01:05:07 AM »
Anyone registered on E_dividend service of psx. e_dividend pr register hoa many times, but the link they sent on my email not working.

Offline mrayyazee

  • New Member
  • *
  • Posts: 63
  • Thanks Received: 0
    • View Profile
Re: MLCF -- Maple Leaf Cement Factory Ltd.
« Reply #1718 on: November 13, 2018, 09:47:31 AM »
Anyone registered on E_dividend service of psx. e_dividend pr register hoa many times, but the link they sent on my email not working.

i have registered, i have also got multiple error, but in the end after 2 or 3 weeks i tried again they said you are already registered with this email address.

so what i assume their system take some time. very poor/slow response for e-registration system.

Wait for some time.