i concur with you on Equity and Centum. These two are bound to go up after we r done with the KPLC rights thing.
IMHO, these 2 are going down because the 2 companies having bought majority of the GoK rights are looking for some money to make good their obligations.
Watch this space!Equity a buy at 24.50 or below, Centum will be good at 21.50 at below.
I plan to take the plunge into these 2 just before Dec 22nd and i'll be asured of a 10% when the results of the rights subscription are released early Jan 2011!

Hmmm....At 24.50/- for Equity and 21.50/- for Centum you are buying them at prices which you could not have afforded two months ago. If they just went back to their original prices say 27/- for Equity that 10% looks very realistic. Whats more thses are companies an investor would not mind holding if anything 'went wrong' as the fundamentals remain solid. Fellows , I think we need to discuss this more deeply. It seems to me that we have an opportunity here.

Never thought this was possible but today I concur with qw. With Coop's new acquired stake in cic I believe there's only one way to go for this counter. Kenya re will also surprise many as they're expected to name a new CEO soon and it's grossly undervalued.

On a more basic front, I think that KK profits will be dealt a major blow with the govt. coming in to regulate pump prices.

On the other hand, Companies such as Mumias and Centum have recked in good profit margins in the last periods of 2010. Co-op got a 5billion profit but i think they still need to step up to be in the same league as KCB - My money is on KCB.
Otherwise from your list, I Pick Centum at any price below 24 with good returns expected when they announce the 2011 first quarter results.

@The Merchant of Venice

Kestrel estimates that KK should be trading at 16.50 and has given an accumulate advisory. BBK will definitely give a special dividend of over 3 shillings on top of the regular final DPS.

I wont touch Equity and KCB till after SS referendum.

Centum is the share to buy every month like paying house rent. Even if it is only 100 shares. By 2014, you will be a later day Muguku.

My personal favourite however is TPS Serena.