Asela Ratnayake (@ratnayakeasela) 's Twitter Profile
Asela Ratnayake

@ratnayakeasela

Fundamental Analyst -

ACA, ACCA, EMBA

ID: 1344897924984045570

calendar_today01-01-2021 06:47:30

394 Tweet

1,1K Followers

35 Following

Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

Good business strategies often define the success of the business. Finding out what has to be achieved in the future and how it has to be achieved is more important and relevant than what has already been achieved. Growth is inevitable with the right business strategy. DYOR & DD.

Good business strategies often define the success of the business. Finding out what has to be achieved in the future and how it has to be achieved is more important and relevant than what has already been achieved. Growth is inevitable with the right business strategy. DYOR & DD.
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

The stock that taught me patience, made me believe my conviction during pullbacks, and shaped up my journey as an investor in CSE. I am truly honoured to hold on to it from Rs.15/- to Rs.100/- in less than 02yrs. It's about what to buy, not when to buy, folks 😍✌️ Disc - Holding

The stock that taught me patience, made me believe my conviction during pullbacks, and shaped up my journey as an investor in CSE. I am truly honoured to hold on to it from Rs.15/- to Rs.100/- in less than 02yrs. It's about what to buy, not when to buy, folks 😍✌️

Disc - Holding
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

There are no plans of curtailing vehicle imports, LTV ratios have been increased, and the NBFIs are pooling funds through the right issues, debentures, and attracting customer deposits, having only one objective in mind. Lending. Phase 2 of the NBFI journey will begin shortly.

There are no plans of curtailing vehicle imports, LTV ratios have been increased, and the NBFIs are pooling funds through the right issues, debentures, and attracting customer deposits, having only one objective in mind. Lending.

Phase 2 of the NBFI journey will begin shortly.
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

Finally, a tariff that we all can happily accept πŸ˜‚πŸ˜‚. A great effort to bring down the reciprocal tariffs from 44% to 30% initially and to a 20% thereafter. As a country, we can now compete with regional peers to secure our share in the US market. This is clearly a big win.

Finally, a tariff that we all can happily accept πŸ˜‚πŸ˜‚. 

A great effort to bring down the reciprocal tariffs from 44% to 30% initially and to a 20% thereafter. As a country, we can now compete with regional peers to secure our share in the US market. This is clearly a big win.
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

Future earnings of the NBFI sector and banks are likely to look positive as private credit growth of SL reaches new heights. As per the available data, private credit grew by Rs.790Bn in 2024. By the end of Q2 - 2025, it can be seen that private credit has expanded by Rs.716Bn.

Future earnings of the NBFI sector and banks are likely to look positive as private credit growth of SL reaches new heights. 

As per the available data, private credit grew by Rs.790Bn in 2024. By the end of Q2 - 2025, it can be seen that private credit has expanded by Rs.716Bn.
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

A timeless quote by the legendary investor Warren Buffett. It's not that easy to find such companies in equity markets. In case you find a good one, I'm sure that you would make a fortune out of it in the long run, folks

A timeless quote by the legendary investor Warren Buffett. 

It's not that easy to find such companies in equity markets. In case you find a good one, I'm sure that you would make a fortune out of it in the long run, folks
Simple Ideas (@simpleideas123) 's Twitter Profile Photo

πŸ“Š JAT Holdings | Rising with Momentum Strong fundamentals. Clear technicals. Expanding horizons. From record earnings to new international acquisitions, JAT continues to build its footprint β€” powered by innovation, vertical integration & regional growth. Momentum isn’t luck β€”

Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

As per the latest stats, Construction PMI reached 67.6, reflecting the expansion of total activity and future growth potential. The sector currently contributes 6% - 7% to GDP. It's worth keeping an eye on construction and construction material counters going forward, folks ✌️.

As per the latest stats, Construction PMI reached 67.6, reflecting the expansion of total activity and future growth potential. The sector currently contributes 6% - 7% to GDP. 

It's worth keeping an eye on construction and construction material counters going forward, folks ✌️.
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

The construction and construction material companies have shown a good recovery after the economic crisis in 2022-23. What's next? IMO, we are ready to witness the growth phase of the sector in upcoming quarters. The nearest hardware shop can help you pick the right ones 😊.

The construction and construction material companies have shown a good recovery after the economic crisis in 2022-23.

What's next? IMO, we are ready to witness the growth phase of the sector in upcoming quarters. The nearest hardware shop can help you pick the right ones 😊.
Simple Ideas (@simpleideas123) 's Twitter Profile Photo

🌍 Sri Lankan Innovation Goes Global πŸš€ JAT Holdings takes a bold leap beyond borders β€” acquiring Mirotone NZ, a 90-year leader in industrial wood coatings. πŸ’Ό A legacy meets a new vision, bridging South Asia & Oceania β€” growth without limits. βš™οΈ Where innovation, synergy &

Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

The NBFI sector demonstrated astounding performance in Q2. This result is directly attributable to the phenomenal growth in their loan book, which indicates further upside in future earnings. Diversified financial sector PER is 8.05 times with a PBV of 1.22 times at the moment.

The NBFI sector demonstrated astounding performance in Q2. This result is directly attributable to the phenomenal growth in their loan book, which indicates further upside in future earnings.

Diversified financial sector PER is 8.05 times with a PBV of 1.22 times at the moment.
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

If you are thinking of becoming a good investor, it is essential to develop the following. 1. Knowledge to pick the stock. 2. Courage to buy a meaningful qty. 3. Power to hold the stock. If you already have the above, success is guaranteed. Stay safe, and have a great weekend✌️

If you are thinking of becoming a good investor, it is essential to develop the following.

1. Knowledge to pick the stock.
2. Courage to buy a meaningful qty.
3. Power to hold the stock.

If you already have the above, success is guaranteed. Stay safe, and have a great weekend✌️
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

Equity markets around the world are driven by earnings and not by emotions. There can be temporary setbacks that hurt the index in the short term. Yet, as long as the corporate earnings are growing consistently, these setbacks are short-lived. Evaluate how CSE has responded πŸ’šπŸ’š.

Equity markets around the world are driven by earnings and not by emotions. There can be temporary setbacks that hurt the index in the short term. Yet, as long as the corporate earnings are growing consistently, these setbacks are short-lived. Evaluate how CSE has responded πŸ’šπŸ’š.
Asela Ratnayake (@ratnayakeasela) 's Twitter Profile Photo

The ASPI declined by -9.18% between 12th November and 05th December 2025. Despite the decline, the construction and construction materials sector showed strong resilience, signalling the investor confidence and future growth prospects. What are your thoughts on this, folks πŸ€”?

The ASPI declined by -9.18% between 12th November and 05th December 2025. 

Despite the decline, the construction and construction materials sector showed strong resilience, signalling the investor confidence and future growth prospects. What are your thoughts on this, folks πŸ€”?