Author Topic: EFOODS -- Engro Foods Limited  (Read 235838 times)

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Offline aalam

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Re: EFOODS -- Engro Foods Limited
« Reply #1979 on: April 14, 2013, 04:09:21 PM »
:fingerscrossed1:
I hav efoods  @Rs. 50 Avg but I think it may take break and will be range bound. 138-149 till 18 April n looking not cross 150 till than.  If result shows improvement and beyond expectation it can fly next flight   If result just ok. It can touch 120 and then move ahead. I had 7000 but I sold 3000 at avg 145. I will buy back on day of meeting with stop loss . If it goes down I can set my avg further low if goes up again benefit
:mad:Requires strict stoploss
in fact zbardast maaaaaaar :laugh:
18 ko Faisala ha 170 or 120. Lets see

try to get inside news about results.
short list:ATRL,Engro,Efoods,DGKC

Pakinvestorsguide

Re: EFOODS -- Engro Foods Limited
« Reply #1979 on: April 14, 2013, 04:09:21 PM »

Offline aalam

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Re: EFOODS -- Engro Foods Limited
« Reply #1980 on: April 14, 2013, 04:10:05 PM »
maro maro iss ko :@
short list:ATRL,Engro,Efoods,DGKC

Offline burhan7

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Re: EFOODS -- Engro Foods Limited
« Reply #1981 on: April 14, 2013, 06:50:08 PM »
alam sb . kion maro is ko , lagta hai ap nay apna efoods bech diya hai tab hi to dosron ko mis guide kar rahay ho  uuu

Online Farzooq

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Re: EFOODS -- Engro Foods Limited
« Reply #1982 on: April 15, 2013, 12:25:58 PM »

EFOODS: 1QCY13 EPS expected at PKR 1.1
Result expectation
 Engro Foods Limited (EFOODS) is scheduled to announce its 1QCY13 financial results on April 18, 2013. We expect the company to post PAT of PKR 826mn (EPS: PKR 1.1), up 70% YoY, (-15% QoQ).

Bleak sales outlook during 1QCY13
 We expect EFOODS’ 1QCY13 top line to increase by 11% YoY and remain flat on OoQ basis due to weak demand outlook on account of prolonged winters this year. EFOODS sales normally peak in 4Q (Oct-Dec), while 1Q (Jan-Mar) remains bleak.

Margin improvement likely
 We expect margins to improve on YoY basis due to the dawning flush season in the country. Milk production is at its peak during flush season which starts from January and lasts till the mid of April. Due to abundant milk supply, cost of EFOODS’s raw material (primarily loose milk) is low during 1Q. We have still conservatively assumed a gross margin of 27% during 1QCY13, 1pp lower on QoQ basis. We expect the recent price hike in dairy products to transpire in EFOODS’ top line in 2QCY13 which shall partially be offset by higher raw material cost during the lean season.

Downgrade to HOLD
 EFOODS has outperformed KSE100 index by ~9% since our call (refer to our report titled “EFOODS: Best proxy for thriving consumer story”, dated February 27, 2013). We thus downgrade our stance on EFOODS to hold

elixir
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Offline aalam

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Re: EFOODS -- Engro Foods Limited
« Reply #1983 on: April 15, 2013, 12:47:32 PM »

EFOODS: 1QCY13 EPS expected at PKR 1.1
Result expectation
 Engro Foods Limited (EFOODS) is scheduled to announce its 1QCY13 financial results on April 18, 2013. We expect the company to post PAT of PKR 826mn (EPS: PKR 1.1), up 70% YoY, (-15% QoQ).


Bleak sales outlook during 1QCY13
 We expect EFOODS’ 1QCY13 top line to increase by 11% YoY and remain flat on OoQ basis due to weak demand outlook on account of prolonged winters this year. EFOODS sales normally peak in 4Q (Oct-Dec), while 1Q (Jan-Mar) remains bleak.

Margin improvement likely
 We expect margins to improve on YoY basis due to the dawning flush season in the country. Milk production is at its peak during flush season which starts from January and lasts till the mid of April. Due to abundant milk supply, cost of EFOODS’s raw material (primarily loose milk) is low during 1Q. We have still conservatively assumed a gross margin of 27% during 1QCY13, 1pp lower on QoQ basis. We expect the recent price hike in dairy products to transpire in EFOODS’ top line in 2QCY13 which shall partially be offset by higher raw material cost during the lean season.

Downgrade to HOLD
 EFOODS has outperformed KSE100 index by ~9% since our call (refer to our report titled “EFOODS: Best proxy for thriving consumer story”, dated February 27, 2013). We thus downgrade our stance on EFOODS to hold

elixir
misguide na hona :laugh:
short list:ATRL,Engro,Efoods,DGKC

Offline mm1964

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Re: EFOODS -- Engro Foods Limited
« Reply #1984 on: April 15, 2013, 02:29:09 PM »
efoods and engro now  :shoaby:

Offline JAWAD

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Re: EFOODS -- Engro Foods Limited
« Reply #1985 on: April 15, 2013, 08:21:33 PM »
sb say ziada buri maar isi ko parhnay wali hay....... :laugh:
:dance

whats the expectation for tommorow

Offline newface

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Re: EFOODS -- Engro Foods Limited
« Reply #1986 on: April 15, 2013, 08:41:20 PM »
I think DIPs are good to BUY more and more Engro JORI but in chunks.

Offline newface

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Re: EFOODS -- Engro Foods Limited
« Reply #1987 on: April 15, 2013, 08:46:30 PM »
sb say ziada buri maar isi ko parhnay wali hay....... :laugh:
:dance

Aalam Saheb now rates have been down so its a good chance for you to pick  EFOODS for which you were praying since last couple of days. Train station par agai he........ ab dubara na chor dena....... lolz 

Offline naveed

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Re: EFOODS -- Engro Foods Limited
« Reply #1988 on: April 15, 2013, 11:52:54 PM »
sb say ziada buri maar isi ko parhnay wali hay....... :laugh:
:dance


are young to be the next bilal moti

Offline babar4289

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Re: EFOODS -- Engro Foods Limited
« Reply #1989 on: April 16, 2013, 11:40:51 AM »
hahahaah bilai moti  :biggthumpup:

Online Farzooq

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Re: EFOODS -- Engro Foods Limited
« Reply #1990 on: April 16, 2013, 12:39:53 PM »
EFOODS: 1QCY13 Result Preview

EFOODS will be announcing its 1QCY13 result on Apr 18'13. We expect the company to post NPAT of PkR723mn (EPS: PkR0.95) in 1QCY13, which would represent a growth of 49%YoY over 1QCY12, however sequentially we expect the earnings to fall by 26%QoQ following record high profitability and margins in 4QCY12. On a YoY basis, we estimate higher margins (GMs forecast to rise by 272bps YoY to 26%) to be the major driver behind the YoY profitability growth. Sequentially, earnings are forecast to fall by 26% following a 8%QoQ decline in revenues to PKR10bn as well as 200bps fall in GMs, which are expected to normalize following record high margins in 4QCY12. At current levels EFOODS provides 24% upside to our Dec'13 TP of PkR158/share. Buy!

akd
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Online Hamid Mamraiz

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Re: EFOODS -- Engro Foods Limited
« Reply #1991 on: April 16, 2013, 04:06:52 PM »
EFOODS: 1QCY13 Result Preview

EFOODS will be announcing its 1QCY13 result on Apr 18'13. We expect the company to post NPAT of PkR723mn (EPS: PkR0.95) in 1QCY13, which would represent a growth of 49%YoY over 1QCY12, however sequentially we expect the earnings to fall by 26%QoQ following record high profitability and margins in 4QCY12. On a YoY basis, we estimate higher margins (GMs forecast to rise by 272bps YoY to 26%) to be the major driver behind the YoY profitability growth. Sequentially, earnings are forecast to fall by 26% following a 8%QoQ decline in revenues to PKR10bn as well as 200bps fall in GMs, which are expected to normalize following record high margins in 4QCY12. At current levels EFOODS provides 24% upside to our Dec'13 TP of PkR158/share. Buy!

akd

If Q1 EPS is .95, then how much further downside is possible??
Trend is your friend. Never go against the Trend.

Offline aalam

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Re: EFOODS -- Engro Foods Limited
« Reply #1992 on: April 16, 2013, 06:48:28 PM »
to me 115 on cards......boht ho chuka :@
short list:ATRL,Engro,Efoods,DGKC

Offline naveed

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Re: EFOODS -- Engro Foods Limited
« Reply #1993 on: April 17, 2013, 01:09:06 AM »
to me 115 on cards......boht ho chuka :@

junior bilal moti

Offline jay

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Re: EFOODS -- Engro Foods Limited
« Reply #1994 on: April 17, 2013, 02:12:00 AM »
suppose if eps comes .95, it will compare with IQ of previous year which was 0.65  so it is improving. in my opinion it will go up after its announcement on 18th. its my opinion, wt u guys says ?

Offline momo

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Re: EFOODS -- Engro Foods Limited
« Reply #1995 on: April 17, 2013, 07:15:41 AM »
It will probably fall after the earnings announcement, and close to the elections. Great time to buy during those corrections.

Online Farzooq

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Re: EFOODS -- Engro Foods Limited
« Reply #1996 on: April 17, 2013, 01:33:21 PM »
Engro Foods (EFOODS) will have their board meeting for 1QCY13 on Thursday, April
18, 2013. For 1QCY13, we anticipate EFOODS’ PAT to clock in at PKR675mn (EPS:
PKR0.89), representing robust 39% YoY growth but down by 31% QoQ
 Affected by seasonal factors, sales for the company may face a QoQ decline of ~7%.
However, on YoY basis we expect a meager sales growth of 4%
 In line with seasonal trends, gross margins are also anticipated to take a 150bps hit
QoQ (due to volumetric decline) but should display a healthy 320bps improvement
YoY
 At current levels, the stock is trading at fair value based on our estimates. While we
will revisit our investment case post detailed 1QCY13 results, we currently maintain
NEUTRAL stance

bma
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Offline aalam

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Re: EFOODS -- Engro Foods Limited
« Reply #1997 on: April 17, 2013, 03:54:26 PM »
It will probably fall after the earnings announcement, and close to the elections. Great time to buy during those corrections.
bought at 139  :bangin:
short list:ATRL,Engro,Efoods,DGKC

Offline aalam

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Re: EFOODS -- Engro Foods Limited
« Reply #1998 on: April 17, 2013, 05:05:27 PM »
Engro Foods EFOODS PA +1.9% generated interest and closed green ahead of tomorrow’s earnings announcement which may be followed by profit taking in days ahead. by Elixir :(
short list:ATRL,Engro,Efoods,DGKC