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KenolKobil, KPLC or KCB?
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PKoli
#11 Posted : Saturday, January 29, 2011 5:51:19 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
bartum wrote:
go for kcb at 23 you will not go wrong. My only worry is they use so much money to produce a peanut.


I agree with you on returns on equity and assets being a little low. They have recognized this that is why they brought in Mckinzy consultants. I am sure they will start making strong headways as they leverage on the huge asset base and diversified branch network.
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bartum
#12 Posted : Saturday, January 29, 2011 6:56:56 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
@pkoli,mckinzy recommendations is said to take 5yrs to be implemented. By then kcb will be trading at over 100 if they dont come for rights again and no bonus
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madebe
#13 Posted : Saturday, January 29, 2011 9:43:15 PM
Rank: Member

Joined: 10/7/2010
Posts: 251
Location: nairobi
i have worked with mc kinsgny. they are very good. but they make very bad assuptions. like the economy will grow by 10% for kenya in medium term.if they make this kinds of assumtioms with kcb sijui kama itatoboa. they also do not understand our culture and u cannot negate our culture and attitude to business models, work ethics etc
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PKoli
#14 Posted : Saturday, January 29, 2011 9:43:58 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
bartum wrote:
@pkoli,mckinzy recommendations is said to take 5yrs to be implemented. By then kcb will be trading at over 100 if they dont come for rights again and no bonus


That could be reasonable for manufacturing company or utilities. I think the banks will be a little shorter. I hope that will be trading price for KCB in 5 years. I think the best way to re-organise some of these companies is by having a competent board and ofcourse CEO. I am not sure if JM of Equity and his team required the fancy boys of consultancy.
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earthvoice
#15 Posted : Saturday, January 29, 2011 11:42:01 PM
Rank: Member

Joined: 1/29/2011
Posts: 257
I guess the real question is this (without considering dividend income in the interim):

"which is more likely to happen sooner?
KK rise from 10/= to 15/=, OR
KCB rise from 24/= to 36/=, OR
KPLC rise from 22/= to 33/=?"
All 50% rise in price.

I wonder...Think
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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earthvoice
#16 Posted : Sunday, January 30, 2011 12:54:31 AM
Rank: Member

Joined: 1/29/2011
Posts: 257
Interesting news - looks rosier for KCB than KK:
KCB: http://www.businessdaily.../-/nw3u0lz/-/index.html

KK: http://www.businessdaily...on/-/lobms2/-/index.html
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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bartum
#17 Posted : Sunday, January 30, 2011 8:48:19 AM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
@pkoli its true jm and mj dont recquire those consultants they only want your money. And who else to manage you business.
@eatvoice kplc is now 24 not 22. Kplc and kcb have high of 50% gain than kk at same time interval
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jerry
#18 Posted : Sunday, January 30, 2011 11:08:01 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
[quote=earthvoice]Interesting news - looks rosier for KCB than for KK:
@earthvoice. I didn't understand the PE bit. KK's PE being10 and Total's 19 makes KK better in terms of growth prospects. ama?
However, the article was written in Sep 2010 and things might have changed.
The opposite of courage is not cowardice, it's conformity.
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sparkly
#19 Posted : Sunday, January 30, 2011 11:42:03 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
mlennyma wrote:
One kplc&kcb share is equivalent to 2.3 kk shares at the moment.so for the two to give you more return than kk,they must gain more than two times what kk is gaining.can this happen?

you will kill me laughing. This kind of thinking appears logical when picking stocks, but beware of the dangerous lure of penny stocks! A good company will rise and rise while a bad one will stagnate or fall. E.g eabl trading at 200 and kk at 10. If eabl posts good results it may easily rise to 500 while kk may find it hard to rise to 12.
Life is short. Live passionately.
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erifloss
#20 Posted : Sunday, January 30, 2011 12:31:40 PM
Rank: Member

Joined: 6/21/2010
Posts: 514
Location: Nairobi
mlennyma wrote:
One kplc&kcb share is equivalent to 2.3 kk shares at the moment.so for the two to give you more return than kk,they must gain more than two times what kk is gaining.can this happen?

Makes no sense at all, while kk has been stagnating at around 10 making no money for people i've invested on shares not considered as 'penny stocks' & made money. During the same period that kk has been swinging around 9.40 - 10.50, i've made money on Scbk & nmg. Its all about returns and upswing potential not whether it is penny or not, look at a share from the perspective of owning something that will & is working. If a share is going at 10 with an outrageous p/e & bad div yield & another share with a moderate p/e with good div yield goes for200 what would you go for? As they say money has no soul it doesn't care thus never fall in love with a stock coz we are all here to make money!
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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