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When is the Next NSE Bus Leaving the Stage
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before. Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns! You know you should be buying stocks when dividend returns are greater than rental yields!! The forward valuations on the NSE are still historically too low!! Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:hisah wrote:But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before. Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns! You know you should be buying stocks when dividend returns are greater than rental yields!! The forward valuations on the NSE are still historically too low!! Yes madam - P/E, div yield and P/B ratios are rosy. But the holiday circle manual states that bidders stop pressing on the gas during festives since sellers are more lenient to take profits softly. When was the manual changed - didn't get that memo 
I want discounts...$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:guru267 wrote:hisah wrote:But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before. Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns! You know you should be buying stocks when dividend returns are greater than rental yields!! The forward valuations on the NSE are still historically too low!! Yes madam - P/E, div yield and P/B ratios are rosy. But the holiday circle manual states that bidders stop pressing on the gas during festives since sellers are more lenient to take profits softly. When was the manual changed - didn't get that memo
I want discounts... Those trends, charts & patterns are just very short term gimmicks!! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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guru267 wrote:hisah wrote:guru267 wrote:hisah wrote:But what is keeping me dazed is the fact that December is a few days away and elections just around the corner, but volumes keep piling up! I can't recall seeing this before. Foreign investors know value for money when they see it! Any 5year investor would pass up buying stocks at these level of returns! You know you should be buying stocks when dividend returns are greater than rental yields!! The forward valuations on the NSE are still historically too low!! Yes madam - P/E, div yield and P/B ratios are rosy. But the holiday circle manual states that bidders stop pressing on the gas during festives since sellers are more lenient to take profits softly. When was the manual changed - didn't get that memo
I want discounts... Those trends, charts & patterns are just very short term gimmicks!! Taking profits on select counters is a good tactic IMO. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,102 Location: Nairobi
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guru267 wrote:hisah wrote:Btw if EABL bids continue like this, a Bralirwa trend is on the cards. Have wazuans ever thought of EABL putting in a bid for a majority stake of Bralirwa to expand their market?? Who is the majority (controlling) shareholder of Bralirwa? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Aguytrying wrote:@hisah. nice rap sheet. but do u say? of the following stocks i think it would be wise to take profits now. theres no harm done, if they do go up they can still be bought later. eabl, saf, kcb. nmg , arm,
i dont imagine those prices upheld in the next 5 months. on hfck i dont see much downside, but biased as i own shares there(happily)
ive been looking at neglected companies total, nbk, cfc bank, knre . food for thought @aguy are you reading my mind??? On the stocks to hold on to, i have HF, Kengen, and Centum. Money released from ARM, EABL, SAF and NMG i would hold in cash and cash equivalents and wait for another buying opportunity. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,102 Location: Nairobi
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@hisah - I have to admit that I find it unusual but there may be a feeling that elections will be 'peaceful' even if not smooth. My theory is the army (not just the police) will be out in force. They will 'calm' down the situation as long as Kenyans (& some foreign pesky human rights activists) keep a blind eye to soldiers keeping the peace by use of (deadly) force where & when needed. There is an element of speculation as well but if Kenya can weather the storm, the potential is huge for REGIONAL trade. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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VituVingiSana wrote:guru267 wrote:hisah wrote:Btw if EABL bids continue like this, a Bralirwa trend is on the cards. Have wazuans ever thought of EABL putting in a bid for a majority stake of Bralirwa to expand their market?? Who is the majority (controlling) shareholder of Bralirwa? Heineken group.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Kenya ranked among top FDI destinations in Africa after SA & Morocco - http://www.theeastafrica.../-/rpvmgrz/-/index.html
This is why the mbus is still moving at pace towards Dec... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 1/3/2007 Posts: 18,102 Location: Nairobi
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hisah wrote:VituVingiSana wrote:guru267 wrote:hisah wrote:Btw if EABL bids continue like this, a Bralirwa trend is on the cards. Have wazuans ever thought of EABL putting in a bid for a majority stake of Bralirwa to expand their market?? Who is the majority (controlling) shareholder of Bralirwa? Heineken group. Bingo! [Though I was hoping @guru answered it] So the chances of Heineken selling to EABL (Diageo) are very slim to none. Heineken is bulking up in the region [see Ethiopia] & not looking to sell expect at the crazy high price. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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VituVingiSana wrote:the chances of Heineken selling to EABL (Diageo) are very slim to none. Never say never! In the past EABL has done plenty of deals with SAB Miller which is even bigger than heineken group.. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 6/23/2009 Posts: 13,509 Location: nairobi
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Uhuru and Ruto court decision on 29.11.2012 will decide whether the mbus will finally break down
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,102 Location: Nairobi
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guru267 wrote:VituVingiSana wrote:the chances of Heineken selling to EABL (Diageo) are very slim to none. Never say never! In the past EABL has done plenty of deals with SAB Miller which is even bigger than heineken group.. Which deals except for TZ Breweries which was more of a detente [keep out of KE & we stay out of TZ] but even that did not last... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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sparkly wrote:Aguytrying wrote:@hisah. nice rap sheet. but do u say? of the following stocks i think it would be wise to take profits now. theres no harm done, if they do go up they can still be bought later. eabl, saf, kcb. nmg , arm,
i dont imagine those prices upheld in the next 5 months. on hfck i dont see much downside, but biased as i own shares there(happily)
ive been looking at neglected companies total, nbk, cfc bank, knre . food for thought @aguy are you reading my mind??? On the stocks to hold on to, i have HF, Kengen, and Centum. Money released from ARM, EABL, SAF and NMG i would hold in cash and cash equivalents and wait for another buying opportunity. @sparkly. i think anyone watching keenly can tell the current trend . kengen is a hold in my books too! The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 10/26/2012 Posts: 136
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Aguytrying wrote:sparkly wrote:Aguytrying wrote:@hisah. nice rap sheet. but do u say? of the following stocks i think it would be wise to take profits now. theres no harm done, if they do go up they can still be bought later. eabl, saf, kcb. nmg , arm,
i dont imagine those prices upheld in the next 5 months. on hfck i dont see much downside, but biased as i own shares there(happily)
ive been looking at neglected companies total, nbk, cfc bank, knre . food for thought @aguy are you reading my mind??? On the stocks to hold on to, i have HF, Kengen, and Centum. Money released from ARM, EABL, SAF and NMG i would hold in cash and cash equivalents and wait for another buying opportunity. @sparkly. i think anyone watching keenly can tell the current trend . kengen is a hold in my books too! Kengen BUY , Safcom HOLD , Kcb HOLD , Uchumi HOLD , EABL HOLD ,
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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@mazingira - if mpesa bank is indeed going to unleash that product successfully, it is a buy for a long time! The turnover on the counter since results announcement means the bidders knew something... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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hisah wrote:@mazingira - if mpesa bank is indeed going to unleash that product successfully, it is a buy for a long time! The turnover on the counter since results announcement means the bidders knew something... insider trading at nse is worrying. Last week E.A Cable had similar shock volumes then on friday comes the completely strange dated interim dividend. Most of this 'foreigner' buys are actualy kenyans owned entities registered in tax havens. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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dunkang wrote:hisah wrote:@mazingira - if mpesa bank is indeed going to unleash that product successfully, it is a buy for a long time! The turnover on the counter since results announcement means the bidders knew something... insider trading at nse is worrying. Last week E.A Cable had similar shock volumes then on friday comes the completely strange dated interim dividend. Most of this 'foreigner' buys are actualy kenyans owned entities registered in tax havens. There's no market that doesn't have insider trading
NSE shadows were well displayed during the uchumi debacle back in 2006... I was one of those that got trapped.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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hisah wrote:dunkang wrote:hisah wrote:@mazingira - if mpesa bank is indeed going to unleash that product successfully, it is a buy for a long time! The turnover on the counter since results announcement means the bidders knew something... insider trading at nse is worrying. Last week E.A Cable had similar shock volumes then on friday comes the completely strange dated interim dividend. Most of this 'foreigner' buys are actualy kenyans owned entities registered in tax havens. There's no market that doesn't have insider trading
NSE shadows were well displayed during the uchumi debacle back in 2006... I was one of those that got trapped.
Sad indeed. Too much information assymetery in this market. Life is short. Live passionately.
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Rank: Member Joined: 10/26/2012 Posts: 136
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I am a novice investor but enjoy economics and theories ...I'll tell you the big boys out thre I.e. big bucks and politicians will not let their vested interests fail...with the amounts some of these ppl own on the nse ...there's too much to loose...invest in banks ,communication and utilities Kenya is growing and if 2013 goes we'll forums ope Europe recovers coz that slow down may worsen . The Germans arein trbl and if they go very bad then Europe is done for and as a knock on effect we will be too...we were spared the American domino effect but a European crash would be major bad forthe whole world us included.
Safcom maybe able to be the next AT&T , I foresee them buying out neighboring operators but gdont do what Bharti airtel and essa have I.e. shot themselves in the foot.
Our banks are liquid and solid and expanding soon cross listing maybe
Kengen with Turkana wind, the new geothermals and hydro should have spare capacity which means reduced prices and better supply...result industrial boom...
If we protect our economy and environment I feel The Kenyan economy making serious leaps and bounds...
Infrastructure and corruption need addressing though
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