Just for my clarification, I wanted to know, whether the Share capital and the number of shares of AAIC should increase since AAIC is buying back shares
Really good analysis of valuable content. Learnt several new points. Based on your analysis this re-purchasing will benefit both SCAP and AAIC. High possibility of elevation in the market price of AAIC (Same observed with CSD.N after repurchase). Based on your idea from shareholders' perspective what will benefit subscribing for repurchase or not? (P.S. Indeed Rs 104 is an attractive offer but liable to tax)
There is a wrong assumption, it will definitely affect AAIC profitability due to 6Bn cash out , those cash might have deployed in interest earning assets and yield curve normalization happens nowadays, so can’t expect same level of earning .
No assumption. Its based on the announcement itself which says the buyback enable the business to function without any constraint. The company says it not me
It is sale of shares by scap of their part of no. Of shares of aaic to that company 700 mn is not the gain, it is more than that, should be proportionately distributed among investment cost
If after buy back of shares using LKR 6Bn profit of AAIC to be the same , are you assuming AAIC didn’t earn anything from LKR 6 Bn cash reserves in previous quarters ? 😂
When the 1Q of 2024 includes investment income of LKR 6Bn , I don’t know how you annualized it to calculate ROE ? If this share buy back happens LKR 6 Bn of cash will go out from the AAIC and financial income amounting to that portion will not add to the next three quarters of the next FY .😢 In this proposal though the shareholders capital going to reduce by nearly 47% , number of shares going to reduce by only 16% as per the facts given in your presentation
Thank you so much Brother!
Theruwan saransi...
wow.. a great video.. tfs
Thank you dear, this deep analysis appreciated.
You are so welcome
Thanks ❤
Bank Ac Dr - total amount
Investment ac Cr- at cost
Income statement (Other Income) Cr- deference
Thank you very much.🙏🙏🙏
Thank you
Thanks…
Just for my clarification, I wanted to know, whether the Share capital and the number of shares of AAIC should increase since AAIC is buying back shares
Decrease
EXpO එකේ සල්ලි එන්නේ AAIC එකට බලන්නකෝ ටික දවසක් තව,
All time high එක කොහොමද කියලත් බලන්න ❤❤❤
(SCap,SHL 🚀 )
Thank you
What is your comments about SCAP price appreciate
I can't say about price action. Need to refer to technical chart behavior
AAIC loku dekata lesthi wenawa wge....giya para AAIC ATH keeyda ?
249 but be careful and dont be over speculate
Really good analysis of valuable content. Learnt several new points. Based on your analysis this re-purchasing will benefit both SCAP and AAIC. High possibility of elevation in the market price of AAIC (Same observed with CSD.N after repurchase). Based on your idea from shareholders' perspective what will benefit subscribing for repurchase or not? (P.S. Indeed Rs 104 is an attractive offer but liable to tax)
104 can be used to realize partial profits if the cost is at current price levels
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Maharaja Foods IPO eka genath program ekak karanawada ?
Is there any affect for SHL?
SHL impact is neutral
There is a wrong assumption, it will definitely affect AAIC profitability due to 6Bn cash out , those cash might have deployed in interest earning assets and yield curve normalization happens nowadays, so can’t expect same level of earning .
No assumption. Its based on the announcement itself which says the buyback enable the business to function without any constraint. The company says it not me
It is sale of shares by scap of their part of no. Of shares of aaic to that company 700 mn is not the gain, it is more than that, should be proportionately distributed among investment cost
Share repurchase proceed also subject to dividend tax 15% too, should consider the that impact too, when arriving the gain
Weekly update eka nedda
Thiyenawa
Softlogic holding ekta effect eka kohomada?
SCAP profit karoth eken 77% Softlogic Holding ekata account wenawa
දැන් buy කරන එක හොදයිද
කතා කරපු තොරතුරු අනුව ඔයා තීරනය කරන්න
NAV per share of AAIC if the maximum buy back quantity is completed will fall from 34.04 to 21.39 rupees.
What do you think about it?
SACP and AAIC එක පැත්තකින් තියන්න කො . Softlogic Finace PLC එකේ අවුරුදු ගානක් තිස්සෙ Loss එකක් යන්නෙ . මම නම් එක දැකලා එකෙ තිබුන Fixed deposit අයින් කලා . මේ එන capital එක Softlogic finace එකට යවලා company එකේ risk එක අඩු කරගන්න use කලොත් හොදයි . නැත්නම් the Finace එක වුනා වගේ එකක් වුනොත් Soft logic capital group එකටම ලොකු damaged එකක් වෙයිද දන්නෙ නෑ . මට ගොඩක් ලොකු අවබොදයක් නෑ ඇත්ත ටම . එහෙම Risk එකක් නැද්ද Soft logic finace එක මෙහෙම loss මේකින් කලාට . මන් කියන අදහස වැරදිනම් එක නිවැරදි කරලා පහදලා දෙන්න
ඔයා කියන එක හරි, Asiri එකේ profit එකෙන් සෑහෙන්න කොටසක් ඕකට යවන්නේ.
Softlogic finance ekata yawanna nam right ekak denna wewi
ඔව් ඇත්තටම වෙන්නෙ scap එකේ share disposal එකක්. ඒ අනුව disposal income එකක් විදියට scap එකේ P&L එකේ declare කල යුතුයි .
If after buy back of shares using LKR 6Bn profit of AAIC to be the same , are you assuming AAIC didn’t earn anything from LKR 6 Bn cash reserves in previous quarters ? 😂
හිනාවෙන්න එපා. ඔයා announcement එක කියවල ඉන්න. Company එකම තමය් එහෙම කියන්නෙ functionality එකට impact එකක් නෑ කියල. I am not assuming any thing here
When the 1Q of 2024 includes investment income of LKR 6Bn , I don’t know how you annualized it to calculate ROE ? If this share buy back happens LKR 6 Bn of cash will go out from the AAIC and financial income amounting to that portion will not add to the next three quarters of the next FY .😢 In this proposal though the shareholders capital going to reduce by nearly 47% , number of shares going to reduce by only 16% as per the facts given in your presentation
Thank you
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