Capital Goods Sri Lankan Community
Our community narratives are driven by numbers and valuation.
Capital Goods Sri Lankan Investing Ideas
opportunity amidst tariff war
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
US
LK₨404.81
62.7% undervalued intrinsic discount
Fair Value
Revenue
36% p.a.
Profit Margin
8%
Future PE
7x
Price in 2028
LK₨790.65
⛔️ Overvalued Alert: This Stock is a Strong Sell ⛔️
The company keeps burning cash and spends heavily just to keep running, making its profits and dividend look unreliable. Even with a recent improvement in margins, the stock price assumes a much healthier business than the underlying cash story suggests.Read more
