wazua Tue, Nov 26, 2024
Welcome Guest Search | Active Topics | Log In | Register

126 Pages«<56789>»
Madness at the NSE
Options
Previous Topic · Next Topic
mwekez@ji
#121 Posted : Wednesday, March 27, 2013 11:06:35 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Sufficiently Philanga....thropic wrote:
..... Memba lookin really sweet at 32.75smile .....


Foreigners are really picking this chip oflate. ... lucky you you got in
Back to top
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#122 Posted : Wednesday, March 27, 2013 11:17:56 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,220
Location: Sundowner,Amboseli
Centum...oh my!!!!
No supply here. Demand at 20.25!
@SufficientlyP
Back to top
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#123 Posted : Wednesday, March 27, 2013 11:20:06 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,220
Location: Sundowner,Amboseli
mwekez@ji wrote:
Sufficiently Philanga....thropic wrote:
..... Memba lookin really sweet at 32.75smile .....


Foreigners are really picking this chip oflate. ... lucky you you got in

I dumped simba for memba. Hope it payssmile
@SufficientlyP
Back to top
 Report Abusive | Report SPAM
mwekez@ji
#124 Posted : Wednesday, March 27, 2013 11:34:45 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Sufficiently Philanga....thropic wrote:
mwekez@ji wrote:
Sufficiently Philanga....thropic wrote:
..... Memba lookin really sweet at 32.75smile .....


Foreigners are really picking this chip oflate. ... lucky you you got in

I dumped simba for memba. Hope it payssmile


Good move. Its already paying. ... Realized this memba potential after FY12 results but the price then was already in unfavourable zone for ma buy. ... now on another Tier 1 bank as i wait for memba to take the cycle. ... #coop pamoja na @guru & maybe @stocksmaster
Back to top
 Report Abusive | Report SPAM
the deal
#125 Posted : Wednesday, March 27, 2013 11:53:06 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Buy CFC my TP is KES120. Upside is 106% @ KES58.
Back to top
 Report Abusive | Report SPAM
symbols
#126 Posted : Wednesday, March 27, 2013 11:58:05 AM
Rank: Elder


Joined: 3/19/2013
Posts: 2,552
the deal wrote:
Buy CFC my TP is KES120. Upside is 106% @ KES58.


Please explain
Back to top
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#127 Posted : Wednesday, March 27, 2013 12:03:00 PM
Rank: Elder


Joined: 9/23/2010
Posts: 2,220
Location: Sundowner,Amboseli
Thanks @deal for the CFC heads up. @Mwekezaji,i got me some co-op at 14.30 though only a few coz price immediately shot up to post 15 on the day I bought. Wouldnt mind some more on the dirt cheap though.
@SufficientlyP
Back to top
 Report Abusive | Report SPAM
Aguytrying
#128 Posted : Wednesday, March 27, 2013 12:27:13 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
@mwekezaji I like what youve said up there about member . Most get carried away. This ability to say no is what separates investors.
Now that stocks have rallied I'm looking for undervalued stocks with growth potential. Kenol kobil, total, tpse and NBK. NBK speculative purely. I see past this years losses on Kk n total.

The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
the deal
#129 Posted : Wednesday, March 27, 2013 1:29:20 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
symbols wrote:
the deal wrote:
Buy CFC my TP is KES120. Upside is 106% @ KES58.


Please explain

At 60 bob PE is 6....cheapest stock in the banking sector on that metric.

1. They retired expensive deposits...focus now is on cheap retail customer deposits...look at the current promo activity by the bank. NIM should expand in 2013.

2. Then there is Sudan who could contribute between 400-600Mn

Overall PAT could be btwn 4-5Bn in 2013. Making a valuation of 120 not demanding.
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#130 Posted : Wednesday, March 27, 2013 1:31:05 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
If only KK falls below 10 coz keeping the powder dry for that... This is a minimum 2 year 'hold' as I expect the post-election blues e.g. petitions, run-off, etc to 'disappear' & investments start to mature.

1) 2013 results > 2012
2) Savior or White Knight rides in to buy KK [we know it is for sale] in 2014
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
symbols
#131 Posted : Wednesday, March 27, 2013 1:34:25 PM
Rank: Elder


Joined: 3/19/2013
Posts: 2,552
the deal wrote:
symbols wrote:
the deal wrote:
Buy CFC my TP is KES120. Upside is 106% @ KES58.


Please explain

At 60 bob PE is 6....cheapest stock in the banking sector on that metric.

1. They retired expensive deposits...focus now is on cheap retail customer deposits...look at the current promo activity by the bank. NIM should expand in 2013.

2. Then there is Sudan who could contribute between 400-600Mn

Overall PAT could be btwn 4-5Bn in 2013. Making a valuation of 120 not demanding.


Thank you
Back to top
 Report Abusive | Report SPAM
the deal
#132 Posted : Wednesday, March 27, 2013 2:41:48 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
symbols wrote:
the deal wrote:
symbols wrote:
the deal wrote:
Buy CFC my TP is KES120. Upside is 106% @ KES58.


Please explain

At 60 bob PE is 6....cheapest stock in the banking sector on that metric.

1. They retired expensive deposits...focus now is on cheap retail customer deposits...look at the current promo activity by the bank. NIM should expand in 2013.

2. Then there is Sudan who could contribute between 400-600Mn

Overall PAT could be btwn 4-5Bn in 2013. Making a valuation of 120 not demanding.


Thank you

You are welcome.
Back to top
 Report Abusive | Report SPAM
SittingPretty
#133 Posted : Wednesday, March 27, 2013 4:29:03 PM
Rank: Member


Joined: 2/16/2013
Posts: 123
Location: MSA
Just imagining where this banks will be headed to if the petition is ruled in favour of the market! It would be like a loose cannon!
Timely advice is as lovely as golden apples in a silver basket. Proverbs 25:11
Back to top
 Report Abusive | Report SPAM
the deal
#134 Posted : Wednesday, March 27, 2013 8:00:41 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
the deal wrote:
symbols wrote:
the deal wrote:
Buy CFC my TP is KES120. Upside is 106% @ KES58.


Please explain

At 60 bob PE is 6....cheapest stock in the banking sector on that metric.

1. They retired expensive deposits...focus now is on cheap retail customer deposits...look at the current promo activity by the bank. NIM should expand in 2013.

2. Then there is Sudan who could contribute between 400-600Mn

Overall PAT could be btwn 4-5Bn in 2013. Making a valuation of 120 not demanding.


INTEREST EXPENSE ON CUSTOMER DEPOSITS KES Bn

Q1 1325 Q2 1237 Q3 979 Q4 734 Total 4275

Now compare Q1 VS Q4 2012.

In addition the bank is now well capitalized, more can be found here http://www.cfcstanbicban...BankLTDAuditResults.pdf
Back to top
 Report Abusive | Report SPAM
symbols
#135 Posted : Wednesday, March 27, 2013 9:52:26 PM
Rank: Elder


Joined: 3/19/2013
Posts: 2,552
the deal wrote:
the deal wrote:
symbols wrote:
the deal wrote:
Buy CFC my TP is KES120. Upside is 106% @ KES58.


Please explain

At 60 bob PE is 6....cheapest stock in the banking sector on that metric.

1. They retired expensive deposits...focus now is on cheap retail customer deposits...look at the current promo activity by the bank. NIM should expand in 2013.

2. Then there is Sudan who could contribute between 400-600Mn

Overall PAT could be btwn 4-5Bn in 2013. Making a valuation of 120 not demanding.


INTEREST EXPENSE ON CUSTOMER DEPOSITS KES Bn

Q1 1325 Q2 1237 Q3 979 Q4 734 Total 4275

Now compare Q1 VS Q4 2012.

In addition the bank is now well capitalized, more can be found here http://www.cfcstanbicban...BankLTDAuditResults.pdf


I see your point.I'm sold.I like their fundamentals and technicals more than HFCK.I see a possible 75 in the short term.
Back to top
 Report Abusive | Report SPAM
Sufficiently Philanga....thropic
#136 Posted : Thursday, March 28, 2013 3:10:01 PM
Rank: Elder


Joined: 9/23/2010
Posts: 2,220
Location: Sundowner,Amboseli
Sufficiently Philanga....thropic wrote:
And the Madness is back catalysed by yesterday's Supreme court rulings. Supply slowly diminishing for bank stocks. Memba lookin really sweet at 32.75smile Simba still strong.Funny despite poor Q42012 figures.
And yes,your last day to pick safari at below 6smile well just maybeLaughing out loudly

A last minute stampede for mpesa takes it to 6.20 effectively saying bye bye to sub 6 Applause Applause Applause
A high of 7 as we enter post FY2012-2013 should print. Ofcourse assuming the Supreme court rules fairly!!!
@SufficientlyP
Back to top
 Report Abusive | Report SPAM | Edit by user: Thursday, March 28, 2013 3:11 PM | Reason: Not specified
youcan'tstopusnow
#137 Posted : Tuesday, April 02, 2013 9:29:26 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Hii wazimu itarudi leo?
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
mlennyma
#138 Posted : Tuesday, April 02, 2013 9:35:06 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
Ndio
"Don't let the fear of losing be greater than the excitement of winning."
Back to top
WWW
 Report Abusive | Report SPAM
mlennyma
#139 Posted : Tuesday, April 02, 2013 9:37:42 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
It has started and this time its fatal.
"Don't let the fear of losing be greater than the excitement of winning."
Back to top
WWW
 Report Abusive | Report SPAM
mwekez@ji
#140 Posted : Tuesday, April 02, 2013 9:38:46 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
he he
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest (2)
126 Pages«<56789>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2024 Wazua.co.ke. All Rights Reserved.