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KenolKobil, KPLC or KCB?
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invest0r
#71 Posted : Sunday, February 06, 2011 7:49:56 PM
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Joined: 12/15/2010
Posts: 162
KCB is currently trading at a great discount. Its forward PE ratio is less than 8. Soon, we will see a major reprice of the share
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VituVingiSana
#72 Posted : Monday, February 07, 2011 1:28:53 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
I am waiting for 26 Feb [or close to that date] when KPLC is expected to announce 1H 2010-11 Results... I expect 30-40% higher PAT [which should negate the dilution in EPS after the Rights]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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nahdy
#73 Posted : Monday, February 07, 2011 10:34:29 AM
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Joined: 6/29/2006
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PKoli
#74 Posted : Monday, February 07, 2011 10:49:47 AM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
invest0r wrote:
KCB is currently trading at a great discount. Its forward PE ratio is less than 8. Soon, we will see a major reprice of the share


This is true. KCB has been trading low for a while. This is likely to change with FY results.
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guru267
#75 Posted : Monday, February 07, 2011 11:02:36 AM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
VituVingiSana wrote:
I expect 30-40% higher PAT


@VVS this is rather optimistic
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#76 Posted : Monday, February 07, 2011 11:10:07 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
guru267 wrote:
VituVingiSana wrote:
I expect 30-40% higher PAT


@VVS this is rather optimistic
Not vs 1H 2009-10 [but we have only 2-6 weeks to wait!]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mwanahisa
#77 Posted : Monday, February 07, 2011 11:11:02 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
guru267 wrote:
VituVingiSana wrote:
I expect 30-40% higher PAT


@VVS this is rather optimistic


I am with g267 on this. If history is any guide, KPLC has only been able to increase profits substantially from changes in tariffs not the gradual increase in customer connections. I am ignoring the period when they were coming back from the dead. My expectation would be between 10% -20% growth in PAT.
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mwanahisa
#78 Posted : Wednesday, February 09, 2011 1:37:00 PM
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Joined: 6/2/2008
Posts: 1,438
mwanahisa wrote:
I daresay I expect 22 to be the resistance level. At any rate that's what I hope having bought a huge chunk today at that price. I also added to my holdings in Equity Bank at 27.50. Tomorrow, I will buy more if I can get them below the 27.50 mark. Then, I will wait!


Demand has been building up on KCB since the low of 22 last week. Supply is also beginning to retreat to a higher level with trades currently at 22.75. Makes me begin to wonder - Will this be the year for the Lion to roar?
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VituVingiSana
#79 Posted : Wednesday, February 09, 2011 2:12:34 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
I remain optimistic on KPLC... Note I am not saying EPS will be up but PAT [more shares so EPS might suffer a little]...

Anyway, we do not have long to wait since the results will be released between late Feb to late March...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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youcan'tstopusnow
#80 Posted : Wednesday, February 09, 2011 4:05:03 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
mwanahisa wrote:
Demand has been building up on KCB since the low of 22 last week. Supply is also beginning to retreat to a higher level with trades currently at 22.75. Makes me begin to wonder - Will this be the year for the Lion to roar?

I think so. They had a lot of momentum as the year drew to a close and they will carry that into 2011. Will they keep the dividend at 1 bob?
GOD BLESS YOUR LIFE
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