Sri Lankan Market Community

A little-known Sri Lankan property owner sits behind two major Colombo landmarks, with mall and office space that could bring in more rent over time. The catch is the share price has already jumped recently, so timing and uncertainty could matter as much as the buildings themselves.Read more

Recent development -USA tariff effect Analysis for brown and company and browns investments (browns and co. holds a little over 63% of browns investments) Browns investments plc acquired 100% ownership of Lipton Teas and Infusions Rwanda Limited and Tanzania Limited, along with 98.56% of Lipton Teas and Infusions Kenya Plc and 51.99% of Limura Tea Plc making it the largest tea producer in the world.Read more

Panasian Power Plc INTRODUCTION Panasian power plc is a pioneering supplier of clean and renewable energy which commenced operations in 2002 and has since become a leader in the renewable energy industry. PAP produces clean renewable energy from hydro, solar and other renewables sources in Asia and Africa.Read more

Ex-pack Corrugated Cartons PLC Introduction Ex-pack Corrugated Cartons PLC, a subsidiary of Aberdeen Group was established in 1997, It is a Manufacturer and marketer of high quality printed corrugated cartons to an infinite range of customized high quality packaging solutions for both sri lankan and export markets. Ex-pack corrugated cartons limited provides conception, design, prototyping and production of die cut, laminated, telescopic and value-added cartons to suite the bespoke packaging requirements of clients.Read more

Browns Investments PLC, a subsidiary of LOLC Holdings PLC, is poised for exceptional performance in the coming years, driven by a confluence of strategic advantages and favorable market conditions. Diversified Portfolio and Strategic Investments: Browns Investments boasts a diversified portfolio spanning key sectors of the Sri Lankan economy, including leisure, agriculture, plantations, construction, and real estate.Read more

ValuationExecutive Summary Lanka Milk Foods (CWE) PLC (LMF) concluded the financial year ended March 31, 2025, with a mixed financial performance, reflecting both operational resilience and significant external pressures. The Group's Net Profit experienced a substantial contraction, declining to Rs. 1,288,477 thousand, a notable reduction from Rs. 2,215,510 thousand reported in the previous fiscal year.Read more

Softlogic Life Insurance PLC (AAIC) – Strong Buy Recommendation Softlogic Life (AAIC) is a classic Fast Grower in Sri Lanka’s underpenetrated life insurance market. Gross Written Premiums (GWP) have grown 10x in the last decade , with a 29% YoY increase in 1H 2025 , far outpacing the industry.Read more

Overseas Realty (Ceylon) shifts from building to collecting rent as two flagship Colombo sites fill up, which could turn into steadier cash coming in over time. The big question is whether leasing keeps improving fast enough—and whether the wider Sri Lankan economy cooperates—to close the gap between what the market pays and what the properties may be worth.Read more

After conducting a detailed analysis, I’ve determined that CIC.X is currently undervalued, with the current market price at Rs. 67.90. Using multiple valuation methods, I calculated the following intrinsic values: Discounted Cash Flow (DCF): Rs. 76.99 Graham’s Valuation: Rs. 207.17 EPS-Based Valuation: Rs. 347.00 DPS-Based Valuation: Rs. 198.00 By consolidating these methods, the intrinsic value I arrived at is Rs. 172.43, significantly higher than the current price.Read more