Author Topic: EFOODS -- Engro Foods Limited  (Read 269577 times)

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Offline waqasmujahid

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Re: EFOODS -- Engro Foods Limited
« Reply #2199 on: July 22, 2013, 10:46:32 PM »
Dear Seniors
i'm planning to buy a handsome amount fo EFOODS for long term/5years +.
Will it be a good decision ??
Agar nahi toh kis share mein invest karun for long term if i have around 2millions.
Anything except JS Group amd BOP :-D

Pakinvestorsguide

Re: EFOODS -- Engro Foods Limited
« Reply #2199 on: July 22, 2013, 10:46:32 PM »

Offline daniyal

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Re: EFOODS -- Engro Foods Limited
« Reply #2200 on: July 22, 2013, 10:53:31 PM »
I am not senior but you must have come across the most famous quote by one of the best in business. "Don't put your all eggs in one basket"

Offline asadullah1977

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Re: EFOODS -- Engro Foods Limited
« Reply #2201 on: July 23, 2013, 01:40:25 AM »
 :bangin :fingerscrossed1:

ENGRO WAS UP and Efoods down. If engro goes down tomorrow will Efoods resist and go up
 :skeptic:
Happy Go Lucky!!!

Offline valor123

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Re: EFOODS -- Engro Foods Limited
« Reply #2202 on: July 23, 2013, 03:06:22 AM »
Dear Seniors
i'm planning to buy a handsome amount fo EFOODS for long term/5years +.
Will it be a good decision ??
Agar nahi toh kis share mein invest karun for long term if i have around 2millions.
aapko tou safest aur dividend shares mai invest karna chaheay.... FFC, Pakgen, Hubco ... baqi engro tou filhaal assumptions par chal raha hay, quaraterly report par phisal bhi sakta hay... even long term bhi is se kuchh ziada cash dividend ki umeed nah rakhain, at least matching with its buying price...

Offline atifm

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Re: EFOODS -- Engro Foods Limited
« Reply #2203 on: July 23, 2013, 08:16:34 PM »
anyone know board meeting result

Offline newface

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Re: EFOODS -- Engro Foods Limited
« Reply #2204 on: July 23, 2013, 08:21:58 PM »
Dear Seniors
i'm planning to buy a handsome amount fo EFOODS for long term/5years +.
Will it be a good decision ??
Agar nahi toh kis share mein invest karun for long term if i have around 2millions.
aapko tou safest aur dividend shares mai invest karna chaheay.... FFC, Pakgen, Hubco ... baqi engro tou filhaal assumptions par chal raha hay, quaraterly report par phisal bhi sakta hay... even long term bhi is se kuchh ziada cash dividend ki umeed nah rakhain, at least matching with its buying price...

POL, PPL, NBP, FECTC

Offline 007

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Re: EFOODS -- Engro Foods Limited
« Reply #2205 on: July 23, 2013, 11:07:04 PM »
anyone know board meeting result

meetng tou honay do 30 ko hai

Offline asadullah1977

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Re: EFOODS -- Engro Foods Limited
« Reply #2206 on: July 24, 2013, 12:09:30 AM »
 :mad:

Concord say hai chinchi kyu bum gaya hai dosto  :lazy2:
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Offline asadullah1977

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Re: EFOODS -- Engro Foods Limited
« Reply #2207 on: July 24, 2013, 02:07:10 PM »
 :lazy2: :lazy2: :crying_anim02: huhu

again down Rs 3  uuu

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Offline MZ

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Re: EFOODS -- Engro Foods Limited
« Reply #2208 on: July 24, 2013, 04:43:33 PM »

RESULT PREVIEW
 
EFOODS: 2QCY13 EPS expected at PKR0.95

Result expectation
Engro Foods Limited (EFOODS) is expected to announce its 1HCY13 financial results on July 30, 2013. We expect the company to post a PAT of PKR1.38bn (EPS: PKR1.8), up 35% YoY. 2QCY13 EPS is projected at PKR0.95, up 36% YoY (+11% QoQ).
Lean season would slash margins
We expect a decline in EFOODS’ 2QCY13 margins as lean milk production season leads to slowdown in loose milk supply. Lean season starts from mid April every year and ends in late July during which milk production declines by ~50% from that in flush season. This would lead to a decline in EFOODS’ primary margins and limit gross profit growth. We have estimated EFOODS’ gross margin at ~27% for 2QCY13, down 2pp QoQ. However, gross margin would improve by 1pp YoY.
Tumbling sales to continue in 2QCY13
Rising packaged milk prices together with availability of cheap loose milk and increasing competition eroded EFOODS’ market share in 1QCY13 by 1pp. We believe EFOODS' sales are likely to remain weak during 2QCY13 as well. Milk prices have gone up by 6% since Jan-13, while constantly increasing competition in processed milk market along with ample availability of multiple UHT substitutes at comparable prices is further limiting UHT milk growth. We expect that EFOODS’ brand ‘Tarang’ would continue to post stellar growth given its low price and strong market in rural areas, while demand for ‘Dairy Omung’ and ‘Omore’ would deteriorate further going forward.
PT raised; hold maintained
Based on a growth slowdown, we revise down our EPS estimates for EFOODS by 25% to PKR4.1, up 22% YoY. We have rolled forward our PT horizon to June-14 and raised it to PKR162 based on sector average CY14 PER and EV/EBITDA of 32x and 16.5x respectively. The stock offers an upside potential of 2%. We maintain HOLD!

elixir

Offline asim.786

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Re: EFOODS -- Engro Foods Limited
« Reply #2209 on: July 24, 2013, 09:35:08 PM »
Efoods 151-152maximum  down side , it will bounce back inshallah , new entry can b taken @ these level with stoploss 150.
Top Picks. EFOODS,PPL,SHEL,FFC,PNSC,JSCL,BIPL.FFBL,IGIIL!CSAP

Offline Valueestimator

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Re: EFOODS -- Engro Foods Limited
« Reply #2210 on: July 24, 2013, 11:48:46 PM »
Sell efoods
MLCF, FECTC, KTML, FASM, JDMT, REWM, BCML, NMFL, QUICE, OTSU

Offline asim.786

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Re: EFOODS -- Engro Foods Limited
« Reply #2211 on: July 25, 2013, 12:22:07 AM »
Sell efoods

Bhi short term to 160 pa sell kia ha now i hav only long term, reentery leny ha 150 -151 pa inshallh, already market digest its below expeccted result so if little better result may get it high, result looking not beyond expectation but comparatively good so lets see
Top Picks. EFOODS,PPL,SHEL,FFC,PNSC,JSCL,BIPL.FFBL,IGIIL!CSAP

Offline RSI Fan

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Re: EFOODS -- Engro Foods Limited
« Reply #2212 on: July 25, 2013, 12:37:37 AM »
Sell efoods
Value bro, efoods sell kar Kay Kia lena chahye pl suggest some thing which still has a good upside or should I sell and wait? Pl advise.

Offline asim.786

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Re: EFOODS -- Engro Foods Limited
« Reply #2213 on: July 25, 2013, 12:58:32 AM »
Sell efoods
Value bro, efoods sell kar Kay Kia lena chahye pl suggest some thing which still has a good upside or should I sell and wait? Pl advise.

Hold if u bought at lower price it may take dip but soon will touch 175 inshallah , maximum people feel Madni in efoods and selling it but I realise huge accomulation is being done by someone. If we see daily directors ke selling show HOty ha it goes down from positive in mid time of market but end pa atonce recover kar jata ha so it may be possible BBs Awam say maal nikalwa rahay Han.

Baqi if u want to sell it I think IGIIL is very good option to swap it , IGIIL also hold gaint food shares  like Nestlé and Mitchels besides these items treet corp increased 3 times , pkgs double and good result expected , tetra pack a big multinational tetra l packaging company also in profit tripack I see its non stop rally 200+ very soon in short term , soon it will cross efoods rest do what u feel better
Top Picks. EFOODS,PPL,SHEL,FFC,PNSC,JSCL,BIPL.FFBL,IGIIL!CSAP

Offline RSI Fan

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Re: EFOODS -- Engro Foods Limited
« Reply #2214 on: July 25, 2013, 05:02:41 AM »
Sell efoods
Value bro, efoods sell kar Kay Kia lena chahye pl suggest some thing which still has a good upside or should I sell and wait? Pl advise.

Hold if u bought at lower price it may take dip but soon will touch 175 inshallah , maximum people feel Madni in efoods and selling it but I realise huge accomulation is being done by someone. If we see daily directors ke selling show HOty ha it goes down from positive in mid time of market but end pa atonce recover kar jata ha so it may be possible BBs Awam say maal nikalwa rahay Han.

Baqi if u want to sell it I think IGIIL is very good option to swap it , IGIIL also hold gaint food shares  like Nestlé and Mitchels besides these items treet corp increased 3 times , pkgs double and good result expected , tetra pack a big multinational tetra l packaging company also in profit tripack I see its non stop rally 200+ very soon in short term , soon it will cross efoods rest do what u feel better
Many thanks asim bhai really appreciate your feedback, will look into it in the morning.

Offline Saeed Muhammad

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Re: EFOODS -- Engro Foods Limited
« Reply #2215 on: July 25, 2013, 08:53:23 AM »
Asim Bhai what is the symbol for tetra pack???
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Online SBM

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Re: EFOODS -- Engro Foods Limited
« Reply #2216 on: July 25, 2013, 09:26:03 AM »
Asim Bhai what is the symbol for tetra pack???

tetra pack isnt listed.
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Offline aliraza

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Offline Saeed Muhammad

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Re: EFOODS -- Engro Foods Limited
« Reply #2218 on: July 25, 2013, 09:38:22 AM »
then how to buy tetra pack?
Anybody who plays the stock market not as an insider is like a man buying cows in the moonlight.
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