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How to tell NSE has bottomed out
Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mwekez@ji wrote:guru267 wrote:hisah wrote:Now we wait Q1 results from banking sector to gauge 2013 momentum. I expect lower results from majority of the banksters!  but a peaceful election should definitely boost H1 numbers... Little on outlook .... especially Q1 Perhaps unsurprisingly few of the banks’ management have expressed a strong view on the outlook for FY13E, especially with elections at our doorstep. From where we stand, we believe there is a consensual view that H1:13E is likely to be tame at best, against perhaps stronger push for asset growth in H2:13E beyond elections in an environment where we would expect a gradual pick-up in economic growth. cfc/sbg securities' banking sector report dd 01.03.2013 Then cheap loans will have to make a comeback.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home
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Rank: User Joined: 6/18/2009 Posts: 271
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you call the rally a wait and see approach ?
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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techboy wrote:you call the rally a wait and see approach ? Worst Business Reporters are found in Kenya, True or False? Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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techboy wrote:you call the rally a wait and see approach ? We have been at 4,500 on the NSE for the last 2 months! What rally are you talking about?? Mark 12:29
Deuteronomy 4:16
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Rank: User Joined: 6/18/2009 Posts: 271
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guru267 wrote:techboy wrote:you call the rally a wait and see approach ? We have been at 4,500 on the NSE for the last 2 months! What rally are you talking about?? looks like u never enjoyed the rally. Pole . Nex time look at the charts and stop the gossip and rumour mongering you call fundamental analyris
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Rank: User Joined: 6/18/2009 Posts: 271
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guru267 wrote:techboy wrote:you call the rally a wait and see approach ? We have been at 4,500 on the NSE for the last 2 months! What rally are you talking about?? looks like u never enjoyed the rally. Pole . Nex time look at the charts and stop the gossip and rumour mongering you call fundamental analysis
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Kenya Stocks Rally With Currency on Bets for Violence-Free Vote >>> http://www.bloomberg.com/news/2...-violence-free-vote.html
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Kenya gaining from PE firms’ dollars E&Y says in a new report that investors are shifting their focus to Kenya, Nigeria, Ghana and Ethiopia which have had higher growth than the continent’s largest economy, South Africa, which has showed signs of slowing down in recent years. “PE firms are increasingly diversifying their geographical focus outside the more advanced economy of South Africa,” said the report dated February 2013. http://www.businessdailyafrica....68/-/s5di83/-/index.html
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mwekez@ji wrote:Kenya gaining from PE firms’ dollars E&Y says in a new report that investors are shifting their focus to Kenya, Nigeria, Ghana and Ethiopia which have had higher growth than the continent’s largest economy, South Africa, which has showed signs of slowing down in recent years. “PE firms are increasingly diversifying their geographical focus outside the more advanced economy of South Africa,” said the report dated February 2013. http://www.businessdailyafrica....68/-/s5di83/-/index.html We've been discussing this with @cde. KE is yet to see a flood of gulf funds. They've recently landed in Zim. It is this flood that makes $ buying a no trade (as well as a defensive CBK ready to go rogue) if you look long term.
Gulf sovereign funds as well as asian and the rest of other PE funds are chasing decent yield offered by SSA region going forward. A multi year bull run in SSA equities is coming soon.
Hopefully KE votes peacefully  
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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wazua is a ghost town today. with all eyes on election, one may wonder how the market behaves today. looking to pounce The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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hisah wrote:mwekez@ji wrote:Kenya gaining from PE firms’ dollars E&Y says in a new report that investors are shifting their focus to Kenya, Nigeria, Ghana and Ethiopia which have had higher growth than the continent’s largest economy, South Africa, which has showed signs of slowing down in recent years. “PE firms are increasingly diversifying their geographical focus outside the more advanced economy of South Africa,” said the report dated February 2013. http://www.businessdailyafrica....68/-/s5di83/-/index.html We've been discussing this with @cde. KE is yet to see a flood of gulf funds. They've recently landed in Zim. It is this flood that makes $ buying a no trade (as well as a defensive CBK ready to go rogue) if you look long term.
Gulf sovereign funds as well as asian and the rest of other PE funds are chasing decent yield offered by SSA region going forward. A multi year bull run in SSA equities is coming soon.
Hopefully KE votes peacefully
A great feel of peace & tranquility over the land as Kenyans take in their results - thumbs up...Well, not too long bruv before we finish with our politics (well) & get back to the bizniz
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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The market and the UK put. Fear central this for the fearful teen bull. Fear sets up powerful rallies. The next fear put to overcome is the ICC hurdle. A lot of barriers ahead for this teen bull. I like this trade setup. Awesome rally ahead with all the fear barriers. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/23/2009 Posts: 1,626
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Mumias leading the pack.lol.The demand for Kengen is ridiculous.Kidogo magendo HFCK.All in all looks like a good day to learn.Have a good feeling. Uncertainty is certain.Let go
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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Aguytrying wrote:wazua is a ghost town today. with all eyes on election, one may wonder how the market behaves today. looking to pounce @SufficientlyP
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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Is that safcom at 6/- Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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-KK trades at 12.20 -No supply for Mumias GOD BLESS YOUR LIFE
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Rank: Elder Joined: 2/23/2009 Posts: 1,626
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dunkang wrote:Is that safcom at 6/- Assumption: Safcom rallies.The masses sell.They hear there is a 'rally'.The want in with safcom money.Pop Uncertainty is certain.Let go
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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dunkang wrote:Is that safcom at 6/- I flagged it here - http://www.wazua.co.ke/f...amp;m=376256#post376256
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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