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EQUITY,JUBILEE,KENOL KOBIL,CENTUM - TIME TO BUY!!!????!!!
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guru267
#41 Posted : Thursday, December 16, 2010 12:25:57 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
The Merchant wrote:
Now, @guru, do you think the government price controls will affect dear KK? Across most brokers it is recommended as a BUY and there has been no change in this recommendation so far. Lets discuss that. Over to you. Thanks.


@the merchant IMHO KK will give good profits this year since these controls were introduced in mid dec...

But these price controls now hav me worried about the future...

With commodities like oil expected to drive world inflation going forward... These price controls may result in KK making negative margins(losses)...
What do you think??
Mark 12:29
Deuteronomy 4:16
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the deal
#42 Posted : Thursday, December 16, 2010 12:48:36 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
guru267 wrote:
The Merchant wrote:
Now, @guru, do you think the government price controls will affect dear KK? Across most brokers it is recommended as a BUY and there has been no change in this recommendation so far. Lets discuss that. Over to you. Thanks.


@the merchant IMHO KK will give good profits this year since these controls were introduced in mid dec...

But these price controls now hav me worried about the future...

With commodities like oil expected to drive world inflation going forward... These price controls may result in KK making negative margins(losses)...
What do you think??

@Guru didnt the MoE say the prices will be revised every month i.e on the 15th of each month to prevent OMC's posting negative returns...i like KK's move south strategy soon revenues will be negligible...LOL..they're issuing a bond expect more acquisitions next year..
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cnn
#43 Posted : Thursday, December 16, 2010 1:07:03 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
@the deal,you eventually saw the light?
@guru,six-eight months from now,KK will have given better returns to Jubilee.
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The Merchant
#44 Posted : Thursday, December 16, 2010 1:08:41 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
I am very worried. The new controls are already in effect and will definitely shave something off the already thin margins. Now a stock is valued mostly based on how future prospects look. With KK things are not looking as rosy as they did earlier.
KK was always a target for external MNCs but now, not so sure because if you compare the margins in KENYA compared to other countries we are not doing very well. However its still a favourite with foreigners which is a double edged sword because if they get any hint of government interferance they run to the hills. What a stock! Makes for very tiring research! smile
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guru267
#45 Posted : Thursday, December 16, 2010 1:16:37 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
cnn wrote:
@the deal,you eventually saw the light?
@guru,six-eight months from now,KK will have given better returns to Jubilee.


@cnn i admit profits and dividends for KK will be great this year.. So the price might act in tandem with this but if G.O.K get the pricing formula wrong then earnings will take a hit...

If jubilee manage to pull off a 25+ EPS and a 7bob DPS then it will offer better returns than KK in 2011....
Mark 12:29
Deuteronomy 4:16
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the deal
#46 Posted : Thursday, December 16, 2010 1:39:28 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
guru267 wrote:
cnn wrote:
@the deal,you eventually saw the light?
@guru,six-eight months from now,KK will have given better returns to Jubilee.


@cnn i admit profits and dividends for KK will be great this year.. So the price might act in tandem with this but if G.O.K get the pricing formula wrong then earnings will take a hit...

If jubilee manage to pull off a 25+ EPS and a 7bob DPS then it will offer better returns than KK in 2011....

Applause Applause Applause i would have both KK and Jubilee in my portifolio...@Guru you should consider opening an investing school in UG...i'm sure @qw will never be late for your classLaughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
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The Merchant
#47 Posted : Thursday, December 16, 2010 1:54:00 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
cnn wrote:
@the deal,you eventually saw the light?
@guru,six-eight months from now,KK will have given better returns to Jubilee.

Ala! What a claim. KK giving better returns than Jubilee? Please elaborate sir!d'oh!
Kestrel value it at 16.50/-. Maybe thats your valuation also?
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The Merchant
#48 Posted : Thursday, December 16, 2010 2:25:59 PM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
It seems to me that for financials Jubilee is a BUY, industrials KKis a BUY. Other finacials to look at Equity and Centum @ sub 25 and sub 22 respectively.

Sadly nothing for agriculturals! @guru, any thoughts? Ive read some of your threads on Kakuzi. Do you think the profit takers are done devaluing this stock?
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The Merchant
#49 Posted : Friday, December 17, 2010 10:51:31 AM
Rank: Veteran

Joined: 5/24/2010
Posts: 846
Location: KENYA
There is definitely blood on the streets. Look at that, Jubilee trading at 181! and co-op at 18,90/-. These are the pre - rally prices. KPLC really gave us opportunities here.
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PKoli
#50 Posted : Friday, December 17, 2010 2:45:28 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
The Merchant wrote:
There is definitely blood on the streets. Look at that, Jubilee trading at 181! and co-op at 18,90/-. These are the pre - rally prices. KPLC really gave us opportunities here.


The volumes for Jubilee are rather small. Coop seems to have recovered. No need to worry on these securities. Blood is on Access, Cables and MSC
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