Author Topic: DOL -- Descon Oxychem Ltd.  (Read 22555 times)

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Offline STOCK.DEPENDENT

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Re: DOL -- Descon Oxychem Ltd.
« Reply #59 on: June 24, 2011, 11:26:20 AM »
farzooq bhai, plz give you personal view about it :dunno:

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Re: DOL -- Descon Oxychem Ltd.
« Reply #59 on: June 24, 2011, 11:26:20 AM »

Offline Farzooq

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Re: DOL -- Descon Oxychem Ltd.
« Reply #60 on: June 24, 2011, 11:36:34 AM »
farzooq bhai, plz give you personal view about it :dunno:

oversold 
buy with stop of 5.6 if it closes above previous support of 6
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Offline kashif.ak

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Re: DOL -- Descon Oxychem Ltd.
« Reply #61 on: June 24, 2011, 03:35:45 PM »
very nice  :shoaby:

Offline wiseinvestor

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Re: DOL -- Descon Oxychem Ltd.
« Reply #62 on: June 24, 2011, 03:59:53 PM »
its nine month earning was Rs 0.51, its expected earning for 4th qtr is 0.50 and total earning per share works out to be Rs1.01. If we assume PE x of 5 even then its price comes at Rs 5.05 for CY11E. It is currently trading at Rs 6.35. Is today's buying spree temporary? Seniors plz advise, I am interested in the stock.

Offline wiseinvestor

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Re: DOL -- Descon Oxychem Ltd.
« Reply #63 on: June 30, 2011, 05:29:04 PM »
Mr. Taimur Saeed has been appointed as new CEO w.e.f 01-07-11 in place of Mr. Taimur Dawood (previous CEO). Mr. Saeed brings with him 20 years of experience with BOC gases a multinational company where he was heading a business unit before joining Descon Oxychem. He has deep knowledge of pakistani business to business market and has made significant contribution to Descon Oxychem during past 18 months.

Offline Dr. Economist

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Re: DOL -- Descon Oxychem Ltd.
« Reply #64 on: August 28, 2011, 02:53:01 PM »
What is happening to this share?
any news or expectations?

Offline Poker Face

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Re: DOL -- Descon Oxychem Ltd.
« Reply #65 on: August 28, 2011, 03:05:11 PM »
What is happening to this share?
any news or expectations?
Everything is linked to cotton price fall.
Textile industry is the single largest consumer of hydrogen peroxide and since the demand has been lower due to decline in cotton yarn rates / inventory build up at textile mills, DOL earnings are expected to be negatively effected and hence, mkt price has also declined. We have 3 companies earnings with us who are related to textile:
Clariant Pak, ICI Pak and Lotte Pak. All of them have shown decline in earnings for quarter ending June 30, 11 and DOL is also expected to follow the suit.
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Offline Poker Face

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Re: DOL -- Descon Oxychem Ltd.
« Reply #66 on: August 28, 2011, 03:20:53 PM »
Recent increase in gas price also bodes negative for DOL
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Offline HAMDANI_Punjtani

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Re: DOL -- Descon Oxychem Ltd.
« Reply #67 on: August 28, 2011, 03:26:03 PM »
DOL has been a growth story . unless something terrible happens on the regulatory side , I think it is very safe to enter at 4.8 - 5.00 level. But on a safer side entry should be made after annual result . EPS of 1.00 is quite plausible :fingerscrossed1:
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Offline Poker Face

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Re: DOL -- Descon Oxychem Ltd.
« Reply #68 on: August 28, 2011, 03:31:14 PM »
DOL has been a growth story . unless something terrible happens on the regulatory side , I think it is very safe to enter at 4.8 - 5.00 level. But on a safer side entry should be made after annual result . EPS of 1.00 is quite plausible :fingerscrossed1:

Although it is a high risk investment, but buy price of Rs. 4.5/- may give good capital gains in long run.
Debt to Equity ratio is around 80:20 {very high} for 2010.

Anyone who makes entry, should not make it more than 5% of portfolio in any case. 5% should be the max. limit.
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Offline HAMDANI_Punjtani

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Re: DOL -- Descon Oxychem Ltd.
« Reply #69 on: August 28, 2011, 03:38:10 PM »
share price movement of this scrip is cyclical in nature and gives around 2 cycles in a year . u just have to enter at the right point and exit at the right time . dont hold it for more than 2 months until the company starts showing consistent earnings.
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Offline Poker Face

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Re: DOL -- Descon Oxychem Ltd.
« Reply #70 on: August 28, 2011, 04:17:08 PM »
Year        Eps
2008      {0.54} loss
2009      {1.26} loss
2010      {2.84} loss
2011       0.51 {9 months}
« Last Edit: August 28, 2011, 05:03:24 PM by Poker Face »
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Offline Farzooq

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Re: DOL -- Descon Oxychem Ltd.
« Reply #71 on: August 30, 2011, 11:22:39 AM »

DOL: 4Q EPS to double QoQ, expect better FY12





We expect DOL to show first ever annual profit of PRs0.81/sh for FY11E as both volumes and prices have shown encouraging trend during the year.

4Q EPS should grow by 121% QoQ to PRs0.29 on stable local prices, higher mix of local sales and the plant operating at full capacity after its overhaul in 3Q.

The recent stock market slide has corrected DOL price to its lowest since Oct-2010. The stock is currently trading at FY12E P/E of 3.7x and P/B of 0.7x, we reiterate Buy with PO of PRs11.5/sh.

Our base-case already assumes 95% operating rates to adjust for any untoward gas supply issues. However, higher than expected gas price hike remains key downside risk to our thesis.

kasb
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Offline STOCK.DEPENDENT

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Re: DOL -- Descon Oxychem Ltd.
« Reply #72 on: August 30, 2011, 01:23:25 PM »
KASB is forcing me to buy some dolly :skeptic:

Offline HAMDANI_Punjtani

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Re: DOL -- Descon Oxychem Ltd.
« Reply #73 on: August 30, 2011, 02:23:58 PM »
KASB is forcing me to buy some dolly :skeptic:
very difficult share to predict . better to buy it after result. last time result per lower lock tha
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Offline Poker Face

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Re: DOL -- Descon Oxychem Ltd.
« Reply #74 on: August 30, 2011, 04:49:05 PM »
KASB is forcing me to buy some dolly :skeptic:

remember my advice in reply no. 69 when you buy
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Offline Dr. Economist

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Re: DOL -- Descon Oxychem Ltd.
« Reply #75 on: August 30, 2011, 05:35:18 PM »
Farzooq sahab kia kahte h DOL p?  :skeptic:

Offline HAMDANI_Punjtani

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Re: DOL -- Descon Oxychem Ltd.
« Reply #76 on: September 06, 2011, 01:25:56 PM »
DOL kee kya expectations hain ??????
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Offline STOCK.DEPENDENT

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Re: DOL -- Descon Oxychem Ltd.
« Reply #77 on: September 06, 2011, 03:30:44 PM »
meeting in progress

Offline HAMDANI_Punjtani

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Re: DOL -- Descon Oxychem Ltd.
« Reply #78 on: September 07, 2011, 09:46:55 AM »
meeting in progress

DOL ney aise key taise pher dee .Yeh Cheeeeeeeeeeeeeeeeeeeeeeez  :banana: :banana: :banana:

1.76 EPS
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