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How to tell NSE has bottomed out
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hisah
#4011 Posted : Monday, August 26, 2013 4:49:21 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Member moved 14M shares today. Highest volume this year...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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mwekez@ji
#4012 Posted : Monday, August 26, 2013 5:31:44 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
hisah wrote:
Member moved 14M shares today. Highest volume this year...


... what could this mean from the chart perspective
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Aguytrying
#4013 Posted : Monday, August 26, 2013 7:43:09 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
Member moved 14M shares today. Highest volume this year...


which listed stocks do you think are good M and A would hate to be left out
The investor's chief problem - and even his worst enemy - is likely to be himself
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mibbz
#4014 Posted : Monday, August 26, 2013 8:31:29 PM
Rank: Member

Joined: 2/18/2011
Posts: 448
Aguytrying wrote:
hisah wrote:
Member moved 14M shares today. Highest volume this year...


which listed stocks do you think are good M and A would hate to be left out


In my opinion Pan Africa tops the list; but then again there is a BD article from last week that claims some dubai based investors are conducting due diligence for a take-over that shall result in buyout of CMC.

http://www.businessdaily...1/-/4wgadh/-/index.html
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hisah
#4015 Posted : Tuesday, August 27, 2013 4:11:27 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
mibbz wrote:
Aguytrying wrote:
hisah wrote:
Member moved 14M shares today. Highest volume this year...


which listed stocks do you think are good M and A would hate to be left out


In my opinion Pan Africa tops the list; but then again there is a BD article from last week that claims some dubai based investors are conducting due diligence for a take-over that shall result in buyout of CMC.

http://www.businessdaily...1/-/4wgadh/-/index.html

Definitely insurance and banks esp mid tier since they have more growth potential as SMEs turn corporate. Also microfinance though unlisted. I'm interested in the unlisted, more juice there when they get listed. Also waiting to see the GEMS listings. They too are potential targets esp oil/gas, infrastructure, consumer goods and real estate.

@mweke - just noted that volume spike on the member counter. For now waiting to see the effect. Also happening in Aug a month that has had eye popping volume spikes on a number of counters. NMG's 6 billlion being the largest all time daily turnover on a siingle counter.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4016 Posted : Wednesday, August 28, 2013 2:45:51 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
If the big volume spikes witnessed this month at NSE20 are not supportive of a rally in Sept, then a sizable dip will be on the cards. Keep that in mind. Global markets esp asia and other emerging markets are hinting that it's getting tense out there. Should euroland and US market follow suit, I don't see how frontier markets won't get the same shaving happening to emerging markets.

For now the eurobond and hydrocarbon play are offering KE a shield. But Syria is a curve ball that could mess many things starting with a nasty oil price spike.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#4017 Posted : Wednesday, August 28, 2013 8:42:42 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high.

Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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murchr
#4018 Posted : Wednesday, August 28, 2013 8:45:31 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
hisah wrote:
Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high.

Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely.


Will be safe if they hedged at 90s
"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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mwekez@ji
#4019 Posted : Wednesday, August 28, 2013 9:14:12 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
murchr wrote:
hisah wrote:
Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high.

Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely.


Will be safe if they hedged at 90s


No need for KK and TK to hedge. ERC pricing will take care of the oil price spike and currency fluctuations.
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mkeiyd
#4020 Posted : Wednesday, August 28, 2013 9:17:45 AM
Rank: Veteran

Joined: 3/26/2012
Posts: 1,182
murchr wrote:
hisah wrote:
Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high.

Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely.


Will be safe if they hedged at 90s


I thought after KK's hedging, wazualand became anti-hedging?
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