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Insurance Counters at NSE - Valuation & recommendation
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mwekez@ji
#81 Posted : Friday, April 12, 2013 1:51:37 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mwekez@ji on Wednesday, January 30, 2013 wrote:
Britam – BUY – TP 8.32 (35% upside)
CFCI – BUY – TP 11.55 (66% upside)
Pan Africa – BUY – TP 74.70 (72% upside)
Kenya Re – BUY – TP 18.75 (59% upside)

CIC – SELL – TP 3.37 (18% downside)

Source: Standard Investment Bank – 30.01.2013


Today VWAP (1:50pm)

Britam - KES 9.00
CFCI - KES 13.45
Pan Africa - KES 62.50 (19.5% more upside remaining)
Kenya Re - KES 16.90 (10.9% more upside remaining)

CIC - KES 5.70 #Madness at the counter

You now know where value is still available smile
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theking
#82 Posted : Friday, May 24, 2013 3:44:41 PM
Rank: Member

Joined: 1/25/2010
Posts: 344
mwekez@ji wrote:
Britam – BUY – TP 8.32 (35% upside)
CFCI – BUY – TP 11.55 (66% upside)
Pan Africa – BUY – TP 74.70 (72% upside)
Kenya Re – BUY – TP 18.75 (59% upside)

CIC – SELL – TP 3.37 (18% downside)

Source: Standard Investment Bank – 30.01.2013


this was quite spot on, they should have indicated the prevailing prices at that point in time
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Museveni
#83 Posted : Friday, May 24, 2013 9:09:14 PM
Rank: Member

Joined: 8/16/2012
Posts: 661
theking wrote:
mwekez@ji wrote:
Britam – BUY – TP 8.32 (35% upside)
CFCI – BUY – TP 11.55 (66% upside)
Pan Africa – BUY – TP 74.70 (72% upside)
Kenya Re – BUY – TP 18.75 (59% upside)

CIC – SELL – TP 3.37 (18% downside)

Source: Standard Investment Bank – 30.01.2013


this was quite spot on, they should have indicated the prevailing prices at that point (PP) in time


Britam – BUY – TP 8.32 (35% upside)
meaning 8.32 = 135% PP thus prevailing price was (8.32/135)* 100 ≈ 6.12

CFCI – BUY – TP 11.55 (66% upside)
meaning 11.55 = 166% PP thus prevailing price was (11.55/166)* 100 ≈ 6.96

Pan Africa – BUY – TP 74.70 (72% upside)
meaning 74.70 = 172% PP thus prevailing price at that point was (74.70/172)* 100 ≈ 43.43

Kenya Re – BUY – TP 18.75 (59% upside)
meaning 18.75 = 159% PP thus prevailing price at that point was (18.75/159)* 100 ≈ 11.79

CIC – SELL – TP 3.37 (18% downside)
meaning 3.37 = 82% PP thus prevailing price at that point was (3.37/82)* 100 ≈ 4.11

All assuming brokerage fees haven't been deducted
Live and learn; and don’t forget, nothing ventured, nothing gained.
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  | | Edit by user: Friday, May 24, 2013 9:11 PM | Reason: Not specified
Kenyanhustler
#84 Posted : Saturday, May 25, 2013 7:47:02 AM
Rank: New-farer

Joined: 6/7/2010
Posts: 20
Location: Nairobi
I am a SIB client but I never get these recommendations ... where do I get them? I mean where exactly did u quote those from?
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mwanahisa
#85 Posted : Saturday, May 25, 2013 10:35:45 AM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
Kenyanhustler wrote:
I am a SIB client but I never get these recommendations ... where do I get them? I mean where exactly did u quote those from?


Write to research@sib.co.ke and request them to include you on their mailing list.
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mwekez@ji
#86 Posted : Sunday, May 26, 2013 12:36:27 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mwanahisa wrote:
Kenyanhustler wrote:
I am a SIB client but I never get these recommendations ... where do I get them? I mean where exactly did u quote those from?


Write to research@sib.co.ke and request them to include you on their mailing list.
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mwekez@ji
#87 Posted : Sunday, May 26, 2013 12:38:18 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
btw, Kenya Re is now valued at KES 22 by Genghis Capital - BUY
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mwekez@ji
#88 Posted : Sunday, May 26, 2013 1:22:16 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
... & Pan Afric has really stepped up their game. have seen a number of their outstanding ads
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mibbz
#89 Posted : Sunday, May 26, 2013 3:54:40 AM
Rank: Member

Joined: 2/18/2011
Posts: 448
mwekez@ji wrote:
... & Pan Afric has really stepped up their game. have seen a number of their outstanding ads


What do you think is fair value for panafric? Is 75 achieavable by the time they announce H1 results?
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mwekez@ji
#90 Posted : Monday, May 27, 2013 12:13:51 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
mibbz wrote:
mwekez@ji wrote:
... & Pan Afric has really stepped up their game. have seen a number of their outstanding ads


What do you think is fair value for panafric? Is 75 achieavable by the time they announce H1 results?


H1 results will come towards end of August. 75 is achievable by then
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