#kcab - Twitter Hashtag

CT SMITH @ct_smith_

8 months ago

Kelani Cables (KCAB) Earnings Update - 3Q26 #CTSMITH @CSE_Media #KCAB

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エッグ・サイトウ @ariafloat

9 months ago

Google翻訳「欧州市場もやはり別の問題なく市場進出が進んでいるという説明だ」 #ラクオリア #tegoprazan #KCAB #PCAB https://t.co/W0jz8aLsnO

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Channa Amaratunga @Channa_Amare

10 months ago

#ACL, #APLA and #KCAB start trading again today after share subdivisions ACL share has outperformed recently amid expectations of post-cyclone volume growth Interesting that rival #SIRA trades at steep discount to ACL group (~10x) on annualised 1H26 and 2Q26 earnings #CSE #lka

Channa_Amare's tweet photo. #ACL, #APLA and #KCAB start trading again today after share subdivisions

ACL share has outperformed recently amid expectations of post-cyclone volume growth

Interesting that rival #SIRA trades at steep discount to ACL group (~10x) on annualised 1H26 and 2Q26 earnings

#CSE #lka https://t.co/1EeGvXNYQn

Channa Amaratunga @Channa_Amare

about 1 year ago

#ACL, #APLA and #KCAB shares have given up most of gains on recent split announcements But APLA and KCAB shares had doubled in past three months, perhaps reflecting market expectations for a split ➡️ Was split 'priced in'? Time to bring focus back to fundamentals now #CSE #lka

Channa_Amare's tweet photo. #ACL, #APLA and #KCAB shares have given up most of gains on recent split announcements

But APLA and KCAB shares had doubled in past three months, perhaps reflecting market expectations for a split ➡️ Was split 'priced in'?

Time to bring focus back to fundamentals now

#CSE #lka https://t.co/8pg5GpEUVx

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Channa Amaratunga @Channa_Amare

11 months ago

Key question is whether higher input or raw material costs can be passed on Re: oligopolistic #lka cable sector, key players such as #ACL and #KCAB should be able to pass on most costs to local end consumers But passing on higher costs to foreign consumers may be harder #CSE

Thisal Marasinghe @Thisal92

11 months ago

@wickrameso22852 @NewsCse What's the upside for these companies with the LKR depreciation? Since they're importers, a weaker LKR actually hurts them, right?

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NDB Securities @NDBSecurities

12 months ago

#KCABSL Profits grew YoY mainly due to higher revenue and increased net finance income. #CSE #ASPI #KCAB

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Sampath Thiranagama @Sampaththi55274

12 months ago

🚨Kelani Cables PLC (KCAB) Reported Superb Earnings 👉YoY Growth —> 16% ⬆️ 👉QoQ Growth —> -6% ⬇️ ❗️1 to 10 Share Split Chance Also There ♥️ @MarketNewsLK @danukalive @SLCSEGURU158813 #SriLanka #investing #KCAB

Sampaththi55274's tweet photo. 🚨Kelani Cables PLC (KCAB) Reported Superb Earnings

👉YoY Growth —> 16% ⬆️

👉QoQ Growth —> -6% ⬇️

❗️1 to 10 Share Split Chance Also There ♥️
@MarketNewsLK

@danukalive

@SLCSEGURU158813

#SriLanka #investing #KCAB https://t.co/4yY6hXcpFA

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Channa Amaratunga @Channa_Amare

about 1 year ago

#ACL, #APLA and #KCAB shares have given up most of gains on recent split announcements But APLA and KCAB shares had doubled in past three months, perhaps reflecting market expectations for a split ➡️ Was split 'priced in'? Time to bring focus back to fundamentals now #CSE #lka

Channa Amaratunga @Channa_Amare

about 1 year ago

Amid solid industry outlook, annualised 1Q26 PER may be better (back of the envelope) measure of value than TTM PER for #CSE cable sector - in absence of forecasts • Demand recovery in #lka • Stable raw material prices - hikes can also be passed on • Soft interest rates #ACL

Channa_Amare's tweet photo. Amid solid industry outlook, annualised 1Q26 PER may be better (back of the envelope) measure of value than TTM PER for #CSE cable sector - in absence of forecasts

• Demand recovery in #lka
• Stable raw material prices - hikes can also be passed on
• Soft interest rates

#ACL https://t.co/7I7ehMMi6p

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Hasitha Leanage @Leanage84

about 1 year ago

PVC prices down 12.4% since July& 6.8% since 1QFY26.#APLA & #CIND GPMs should keep improving in 2Q–4QFY26F,as oil prices fall & PVC cost lowers.With rising cable demand & #APLA supplying all PVC required by #KCAB #ACL along with the split,can we expect more price action on #APLA?

Leanage84's tweet photo. PVC prices down 12.4% since July& 6.8% since 1QFY26.#APLA & #CIND GPMs should keep improving in 2Q–4QFY26F,as oil prices fall & PVC cost lowers.With rising cable demand & #APLA supplying all PVC required by #KCAB #ACL along with the split,can we expect more price action on #APLA? https://t.co/S9GtrKXnRE

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Hasitha Leanage @Leanage84

about 1 year ago

@hareshdesoysa With demand rising for #ACL #KCAB products, #APLA should benefit from stronger volumes.If crude settles at $55–60, PVC resin could ease another 10%, supporting GPM expansion.That sets up a strong 2HFY26–FY27 earnings runway &added liquidity from the split a rerating looks likely!

Leanage84's tweet photo. @hareshdesoysa With demand rising for #ACL #KCAB products, #APLA should benefit from stronger volumes.If crude settles at $55–60, PVC resin could ease another 10%, supporting GPM expansion.That sets up a strong 2HFY26–FY27 earnings runway &added liquidity from the split a rerating looks likely! https://t.co/EdjfuWtHTJ

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Hasitha Leanage @Leanage84

about 1 year ago

@hareshdesoysa I’m hearing the same on current utilisation levels.#KCAB & #ACL still running at 50%. With AWPLR easing & building materials demand picking up, 2HFY26F- FY27F earnings should see strong upside. With liquidity improving postsplit, a rerating to 11–12× PER looks entirely plausible

Leanage84's tweet photo. @hareshdesoysa I’m hearing the same on current utilisation levels.#KCAB & #ACL still running at 50%. With AWPLR easing & building materials demand picking up, 2HFY26F- FY27F earnings should see strong upside.
With liquidity improving postsplit, a rerating to 11–12× PER looks entirely plausible https://t.co/spXsPaVOCN

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Haresh de Soysa

@hareshdesoysa

about 1 year ago

@Leanage84 #KCAB and #ACL reportedly operate at around 50% capacity, whereas SIRA is maxed out. With demand picking up, isn’t there significant upside potential in KCAB’s volumes and EPS? A post-split price of Rs 160–180 doesn’t seem far-fetched.

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Haresh de Soysa

@hareshdesoysa

about 1 year ago

Kelani Cables PLC (KCAB): steady growth, clean balance sheet, strong brand, and a 1:10 share split ahead. A Sri Lankan industrial classic built on fundamentals. ⚡️ #KCAB #CSE

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Hasitha Leanage @Leanage84

about 1 year ago

With #KCAB & #APLA boasting debt free balancesheets, exceptional Net Current Assets per share & strong forecasted FY26–27F earnings, the 10:1split could be the catalyst that unlocks value long overlooked due to limited liquidity.Will the market now rerate both in line with peers?

Leanage84's tweet photo. With #KCAB & #APLA boasting debt free balancesheets, exceptional Net Current Assets per share & strong forecasted FY26–27F earnings, the 10:1split could be the catalyst that unlocks value long overlooked due to limited liquidity.Will the market now rerate both in line with peers? https://t.co/1w93co0kFN

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エッグ・サイトウ @ariafloat

about 1 year ago

There is also an English version. #tegoprazan #PCAB #GERD #RaQualia #GERD #TEZA #KCAB #KiCAB P-CAB K-CAB Ki-CAB https://t.co/WMQRQsOxT9

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Channa Amaratunga @Channa_Amare

about 1 year ago

Agree #APLA's GP margins (GPM) will likely improve in FY26E; 1Q26 GPM was 28% vs 25% in 1Q25 Only caveat is that APLA is a B2B firm with almost all sales to parent #ACL and affiliate #KCAB Part of benefit of lower raw material prices may have to be shared with group #CSE #lka

Channa_Amare's tweet photo. Agree

#APLA's GP margins (GPM) will likely improve in FY26E; 1Q26 GPM was 28% vs 25% in 1Q25

Only caveat is that APLA is a B2B firm with almost all sales to parent #ACL and affiliate #KCAB

Part of benefit of lower raw material prices may have to be shared with group

#CSE #lka https://t.co/e3QBV0Ty9n

Hasitha Leanage @Leanage84

about 1 year ago

@Channa_Amare 2. The real kicker for APLA is the plunging PVC resin prices, with prices touching a 5-yr low in September 2025, GPMs should expand (~29% FY26) & EPS. PVC Resin Futures (Oct ’25 deliveries): Jan25: CNY5,479/MT → Jun25: CNY4,906/MT (-10% YTD) → Sep25: CNY 4,763/MT (-3% QoQ)

Leanage84's tweet photo. @Channa_Amare 2. The real kicker for APLA is the plunging PVC resin prices, with prices touching a 5-yr low in September 2025, GPMs should expand (~29% FY26) & EPS.
PVC Resin Futures (Oct ’25 deliveries):
Jan25: CNY5,479/MT → Jun25: CNY4,906/MT (-10% YTD) → Sep25: CNY 4,763/MT (-3% QoQ) https://t.co/mkIKiaXphd

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Dineth Heshan  @dinethheshan__

about 1 year ago

@Channa_Amare Given that ACL group operates in #SriLanka and a few other countries there's a possibility that they may be eyeing business expansion. Another concern would be illiquidity & higher share price. If #KCAB and #APLA go through a split they could gain more attention from retailers

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Dineth Heshan  @dinethheshan__

about 1 year ago

@wickrameso22852 Here is the historical EPS for #KCAB, #ACL, and #APLA We can see that there was an exceptional boom in 2022-23, which was likely due to the post-crisis recovery. That effect seems to have normalized in 2024

dinethheshan__'s tweet photo. @wickrameso22852 Here is the historical EPS for #KCAB, #ACL, and #APLA
We can see that there was an exceptional boom in 2022-23, which was likely due to the post-crisis recovery. That effect seems to have normalized in 2024 https://t.co/3p0mxaARz3

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Dineth Heshan  @dinethheshan__

about 1 year ago

New construction projects starting + Previously halted projects resuming. We can expect better results from cable sector companies with this boom Disc holding : #KCAB | #ACL #SriLanka | #CSE

dinethheshan__'s tweet photo. New construction projects starting + Previously halted projects resuming.

We can expect better results from cable sector companies with this boom

Disc holding : #KCAB | #ACL
#SriLanka | #CSE https://t.co/ofUmNXFDfl

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NDB Securities @NDBSecurities

about 1 year ago

#KCABSL NPAT increased Yoy mainly due to higher revenue and margins despite the increase in income tax expenses. #CSE #ASPI #KCAB

NDBSecurities's tweet photo. #KCABSL

NPAT increased Yoy mainly due to higher revenue and margins despite the increase in income tax expenses.

#CSE #ASPI #KCAB https://t.co/qcJB4fda8f

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Channa Amaratunga @Channa_Amare

about 1 year ago

But does #lka use US or LME copper prices as benchmark when importing copper products? Unwinding of US copper positions on tariff uncertainty reduced recent steep premium that US copper gained over LME copper Premium still exists, but modest at under ~US$200/MT #CSE #ACL #KCAB

Channa_Amare's tweet photo. But does #lka use US or LME copper prices as benchmark when importing copper products?

Unwinding of US copper positions on tariff uncertainty reduced recent steep premium that US copper gained over LME copper

Premium still exists, but modest at under ~US$200/MT

#CSE #ACL #KCAB https://t.co/vACj0Eflvr

Roshan Soyza @Stockflash88

about 1 year ago

Massive drop in copper futures. Good news for ACL KCAB

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