wazua Wed, Mar 25, 2026
Welcome Guest Search | Active Topics | Log In

5 Pages«<2345>
Next Bus 2011
Options
Previous Topic · Next Topic
ecstacy
#31 Posted : Friday, January 21, 2011 9:58:45 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
@VVS calm yourself. good point there though.

Back to top
  | | Edit by user: Friday, January 21, 2011 11:39 AM | Reason: market behaviour
ecstacy
#32 Posted : Friday, January 21, 2011 11:53:23 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
hmmm...Mr market doesn't seem to care! NBK retains it's upward trajectory. At less than half the sector trailing P/E, I'd wonder what kind of discounting will leave it worse off at the end...anyho further analysis should confirm.
Back to top
  | | Edit by user: Friday, January 21, 2011 11:55 AM | Reason: Not specified
ecstacy
#33 Posted : Tuesday, January 25, 2011 2:10:44 PM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
NBK research indicates the following:
- The NBK preference share is entitled to a negotiable dividend not exceeding 6%.
- There are Kes 5.675bn worth of preference shares.

Assuming no growth of profits and assuming full dilution, the EPS will likely be north of 6.00. Assuming a conservative dividend payout ratio of 20%, the dividend is likely to be, at least, KES 1.20/= This puts the value of the share at between Kes 40-55/= depending on your assumptions i.e. between 3% and 4% dividend yield, 20%-50% pay out ratio and the factor of probability of dilution on the price of the stock.

Makes for a speculative play...

Coop continues to excite...
Back to top
  |
guru267
#34 Posted : Tuesday, January 25, 2011 3:19:53 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
ecstacy wrote:
NBK research indicates the following:
- The NBK preference share is entitled to a negotiable dividend not exceeding 6%.
- There are Kes 5.675bn worth of preference shares.

Assuming no growth of profits and assuming full dilution, the EPS will likely be north of 6.00. Assuming a conservative dividend payout ratio of 20%, the dividend is likely to be, at least, KES 1.20/= This puts the value of the share at between Kes 40-55/= depending on your assumptions i.e. between 3% and 4% dividend yield, 20%-50% pay out ratio and the factor of probability of dilution on the price of the stock.

Makes for a speculative play...

Coop continues to excite...


3%-4% dividend yield can be found on many other counters on the market with much less risk than NBK
Mark 12:29
Deuteronomy 4:16
Back to top
  |
2012
#35 Posted : Tuesday, January 25, 2011 3:30:43 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
qw25041985 wrote:
when even @2012 @ ProvverB starts questioning themselves y they bought KQ it shows how weak the so called gurus are in investing...


I don't have KQ. I had it and sold it a long time ago when it was still the pride of stocks. Please quote where I've said I have this stock. I think it's a risky stock for people with low risk tolerance like myself. But you know what they say about risk and returns.

So @qw my recommendation for you is BUY BUY BUY!

BBI will solve it :)
Back to top
  |
the deal
#36 Posted : Tuesday, January 25, 2011 4:37:55 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Car and General my speculative stock roaaaaaars...LMAO
Back to top
  |
ecstacy
#37 Posted : Tuesday, January 25, 2011 8:29:25 PM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
guru267 wrote:
ecstacy wrote:
NBK research indicates the following:
- The NBK preference share is entitled to a negotiable dividend not exceeding 6%.
- There are Kes 5.675bn worth of preference shares.

Assuming no growth of profits and assuming full dilution, the EPS will likely be north of 6.00. Assuming a conservative dividend payout ratio of 20%, the dividend is likely to be, at least, KES 1.20/= This puts the value of the share at between Kes 40-55/= depending on your assumptions i.e. between 3% and 4% dividend yield, 20%-50% pay out ratio and the factor of probability of dilution on the price of the stock.

Makes for a speculative play...

Coop continues to excite...


3%-4% dividend yield can be found on many other counters on the market with much less risk than NBK


@guru267, the thread is about buses. NSE buses are not driven by the safety of dividend yields, the homestay for StanChart or Total etc. I believe you buy into the latent potential going forward such as via acquisitions or growth stocks...

Who buys Car & General? smile
Back to top
  |
ecstacy
#38 Posted : Wednesday, February 09, 2011 1:03:16 PM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
Forgot about NBK when they started talking of expanding in Kenya whilst the rest have since done so and gone regional.

@the deal, sharks. should have listened to you on Car & General! smile
Back to top
  |
Aguytrying
#39 Posted : Wednesday, February 09, 2011 3:16:31 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Might be odd me saying this, due to my reservations on kq. But at 42, it will easily reach 50. From there if results are good, the sky is the limit(literally) Does that qualify to make it a bus.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
ecstacy
#40 Posted : Friday, February 11, 2011 10:08:38 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
KQ should definitely rally from current share price..good results expected, how good and the effect we shall see...planned listing of Britak will impact on EB & HF, how? waiting to see. Definitely holding.
Back to top
  |
5 Pages«<2345>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.