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How to tell NSE has bottomed out
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Cde Monomotapa
#3711 Posted : Friday, June 28, 2013 9:18:43 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Aguytrying wrote:
mwekez@ji wrote:
Cde Monomotapa wrote:
Wow @KenyaRe



i was abit sad to see it above 16. see i had only got 35% of what i wanted, let's hope next week it can come back we add then from there its can do what it wants.

smile Right on Cde Aguy..
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Cde Monomotapa
#3712 Posted : Friday, June 28, 2013 10:13:13 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
#Kenya GDP grew by 5.2% during the first quarter of 2013 vs 3.9% in 1Q 2012. Read More: http://www.knbs.or.ke/pdf/1QGDP2013.pdf … l KNBS
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Cde Monomotapa
#3713 Posted : Friday, June 28, 2013 11:23:19 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
#Kenya GDP grew by 5.2% during the first quarter of 2013 vs 3.9% in 1Q 2012. Read More: http://www.knbs.or.ke/pdf/1QGDP2013.pdf … l KNBS


Guess which oldest profession is also happy about the following; "Tea deliveries to the marketing boards expanded by 61.8 per cent during the quarter compared to a decrease of 14.9 per cent experienced in the same quarter of 2012." LoL!! Laughing out loudly Laughing out loudly Laughing out loudly
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Metasploit
#3714 Posted : Friday, June 28, 2013 11:35:59 PM
Rank: Veteran

Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
[url=http://http://the-star.co.ke/news/article-125455/world-africa-and-kenya-correlations]EAC is the 2nd fastest growing region in the world after ASEAN and is set to accelerate further. These are serious macro tail winds. The oil and gas people swung through town last week and exploration monies are crowding in. I reckon this will add 2.00%-2.5% onto GDP within 36 months. The peaceful election also 'de-risked' Kenya and this de-risking is also worth a 2% add in 24 months. Therefore, I remain of the view that the recent softness will pass like the cold snap we currently find ourselves experiencing in Nairobi. My Kenya and EAC macro indicators are the most bullish since I started keeping records. - See more at: http://the-star.co.ke/ne...ns#sthash.N6HqnSyZ.dpuf[/url]

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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symbols
#3715 Posted : Saturday, June 29, 2013 12:43:17 AM
Rank: Elder

Joined: 3/19/2013
Posts: 2,552
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hisah
#3716 Posted : Saturday, June 29, 2013 8:49:22 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
June closes @4598.

NSE20 ends Q2 on reversal after starting off with a euphoria. Q3 earnings by banks will need to be very rosy to stem off the reversal which I see sustaining into Q3.

MSCI KE, FTSE NSE KE 15/25 indices all point to extended selling in Q3 as per the monthly chart.

Mpesa bank goes exdiv in Sept...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Saturday, June 29, 2013 8:50 AM | Reason: Not specified
Cde Monomotapa
#3717 Posted : Saturday, June 29, 2013 9:45:06 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Metasploit wrote:
[url=http://http://the-star.co.ke/news/article-125455/world-africa-and-kenya-correlations]EAC is the 2nd fastest growing region in the world after ASEAN and is set to accelerate further. These are serious macro tail winds. The oil and gas people swung through town last week and exploration monies are crowding in. I reckon this will add 2.00%-2.5% onto GDP within 36 months. The peaceful election also 'de-risked' Kenya and this de-risking is also worth a 2% add in 24 months. Therefore, I remain of the view that the recent softness will pass like the cold snap we currently find ourselves experiencing in Nairobi. My Kenya and EAC macro indicators are the most bullish since I started keeping records. - See more at: http://the-star.co.ke/ne...ns#sthash.N6HqnSyZ.dpuf[/url]

Very nice article.
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Cde Monomotapa
#3718 Posted : Saturday, June 29, 2013 3:32:45 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Allegedly ~> "The annual advertising spend in Kenya was 65.4B ($770M). Expected to rise to 100B ($1.2B) due to the March 2013 general elections." http://www.ventures-afri...-ad-market-intensifies/

SCANGROUP perhaps?
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symbols
#3719 Posted : Saturday, June 29, 2013 3:47:04 PM
Rank: Elder

Joined: 3/19/2013
Posts: 2,552
Cde Monomotapa wrote:
Allegedly ~> "The annual advertising spend in Kenya was 65.4B ($770M). Expected to rise to 100B ($1.2B) due to the March 2013 general elections." http://www.ventures-afri...-ad-market-intensifies/

SCANGROUP perhaps?


Possibly if it hasn't already been factored in but if a rally kicks in I think it can easily reach 69,72 and 75.
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  | | Edit by user: Saturday, June 29, 2013 3:53 PM | Reason: Not specified
murchr
#3720 Posted : Saturday, June 29, 2013 5:31:44 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Cde Monomotapa wrote:
Metasploit wrote:
[url=http://http://the-star.co.ke/news/article-125455/world-africa-and-kenya-correlations]EAC is the 2nd fastest growing region in the world after ASEAN and is set to accelerate further. These are serious macro tail winds. The oil and gas people swung through town last week and exploration monies are crowding in. I reckon this will add 2.00%-2.5% onto GDP within 36 months. The peaceful election also 'de-risked' Kenya and this de-risking is also worth a 2% add in 24 months. Therefore, I remain of the view that the recent softness will pass like the cold snap we currently find ourselves experiencing in Nairobi. My Kenya and EAC macro indicators are the most bullish since I started keeping records. - See more at: http://the-star.co.ke/ne...ns#sthash.N6HqnSyZ.dpuf[/url]

Very nice article.


Noted points:

Quote:
. Equity investors into Africa have reduced gateway exposure and penetrated deeper into Africa and you will note Ghana is the best performing stock index in the world and is +58.54% this year,

Nigeria is +33.29% and Nairobi +26.1227%. What is interesting is the synchronisation and correlation between Nigeria and Nairobi. The Nigeria All Share has retreated 8.88% since the 11th of June and the Nairobi NSE20 has retreated 5.99% since the 31st of May.


Quote:
EAC is the 2nd fastest growing region in the world after ASEAN and is set to accelerate further. These are serious macro tail winds. The oil and gas people swung through town last week and exploration monies are crowding in.

I reckon this will add 2.00%-2.5% onto GDP within 36 months. The peaceful election also 'de-risked' Kenya and this de-risking is also worth a 2% add in 24 months.


I wonder why the Ghanian Market hasn't shaken off some points, anyway...the oil and gas play will be a game changer. Now this is a serious analysis, forget the gossip that BD is peddling these days.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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  | | Edit by user: Saturday, June 29, 2013 5:33 PM | Reason: Not specified
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