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How to tell NSE has bottomed out
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Aguytrying
#1691 Posted : Friday, October 19, 2012 2:12:40 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Do the FTSE kenya indices have a role to play in this NSE run from last year. the top five in the two indices are among the most heavily traded shares and the ones that have made the most gains. (i know the criteria in the indices involves liquidity, but still!)
The investor's chief problem - and even his worst enemy - is likely to be himself
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kryptonite
#1692 Posted : Friday, October 19, 2012 2:27:13 PM
Rank: Member

Joined: 2/1/2010
Posts: 272
Location: Nairobi
Aguytrying wrote:
Do the FTSE kenya indices have a role to play in this NSE run from last year. the top five in the two indices are among the most heavily traded shares and the ones that have made the most gains. (i know the criteria in the indices involves liquidity, but still!)


I also had a hunch that this was the case.
The harder you work, the luckier you get
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dunkang
#1693 Posted : Friday, October 19, 2012 2:38:43 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
hisah wrote:
Mpesa bank huge spikes were in Feb, May and Sept. In Nov we will see huge spike again as H1 results are published.


So, the results will be positive, mmh?
Receive with simplicity everything that happens to you.” ― Rashi

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hisah
#1694 Posted : Friday, October 19, 2012 6:52:10 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
dunkang wrote:
hisah wrote:
Mpesa bank huge spikes were in Feb, May and Sept. In Nov we will see huge spike again as H1 results are published.


So, the results will be positive, mmh?

Yes they will. Obviously h1 2011 was thoroughly shaved by inflation, USDKES rally and the lull effects post 2010 price war as well as MNP hype. So H1 2012 will likely be double H1 2011 if the momentum of H2 2011 was maintained. Also from the sob stories coming from Orange, Airtel and Yu about their bad cashflow status as well as MTR now ditched, I don't see why revenues should be down. I'd be surprised if the H1 2012 results show a dip in revenue and profitability compared to H2 2011.

The only risk barriers for now are MTR and that lousy excise tax on mobile money which will affect all telcos...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Cde Monomotapa
#1695 Posted : Sunday, October 21, 2012 4:46:47 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Bring QW back...
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Cde Monomotapa
#1696 Posted : Sunday, October 21, 2012 4:49:07 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Bring QW back...
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hisah
#1697 Posted : Monday, October 22, 2012 12:07:02 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Mid day, EABL has already moved a turnover of 104M. Mpesa bank has hit a 2012 high of 4.50/- gearing up for H1 2012 results. By Nov 11th we may see a high of 5/-.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#1698 Posted : Monday, October 22, 2012 12:49:31 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
surely with the index performing so well this year, we can't expect it to perform nearly as well next year because of the high base created this year. a slower growth next year, then the next it can grow at higher rate in 2014. unless we are/will be in a full on bull , i don't see back to back 20% percent index gains
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#1699 Posted : Monday, October 22, 2012 2:18:10 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Aguytrying wrote:
surely with the index performing so well this year, we can't expect it to perform nearly as well next year because of the high base created this year. a slower growth next year, then the next it can grow at higher rate in 2014. unless we are/will be in a full on bull , i don't see back to back 20% percent index gains

Check Venezuela & Mongolia back to back bulls... Hot money never observes the commoners laws!?
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#1700 Posted : Monday, October 22, 2012 2:41:54 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
Aguytrying wrote:
surely with the index performing so well this year, we can't expect it to perform nearly as well next year because of the high base created this year. a slower growth next year, then the next it can grow at higher rate in 2014. unless we are/will be in a full on bull , i don't see back to back 20% percent index gains

Check Venezuela & Mongolia back to back bulls... Hot money never observes the commoners laws!?


will do
The investor's chief problem - and even his worst enemy - is likely to be himself
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