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How to tell NSE has bottomed out
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hisah
#4201 Posted : Tuesday, October 22, 2013 8:11:04 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
murchr wrote:
hisah wrote:
Ericsson wrote:
Top 10 shareholders at EABL has no local representation i.e NSSF,pension fund,insurance company or individual.
NSSF which was number apparently disposed off the shares it had in the company.
The top ten is now made up of foreigners.
Seems the local investors see no good prospects in the company going forward.
The NSSF holdings was close to ksh.10 billion shillings

When this thing will do a bralirwa or a BAT rally locals will be in disbelief yet again and dividends will have recovered.


@hisah I know your a trader, but can you spot the next EABL/BAT from your desk? Apart from banks other companies will excite the bourse? Opinions of other guru's are invited.

If KPLC gets the tariffs sorted, the repricing will be furious. Oil stocks will also reprice. Any recovery on KQ wil also see a powerful rally. The next rotation will be all about laggards as long as the bull remains intact.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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murchr
#4202 Posted : Tuesday, October 22, 2013 8:21:16 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
hisah wrote:
murchr wrote:
hisah wrote:
Ericsson wrote:
Top 10 shareholders at EABL has no local representation i.e NSSF,pension fund,insurance company or individual.
NSSF which was number apparently disposed off the shares it had in the company.
The top ten is now made up of foreigners.
Seems the local investors see no good prospects in the company going forward.
The NSSF holdings was close to ksh.10 billion shillings

When this thing will do a bralirwa or a BAT rally locals will be in disbelief yet again and dividends will have recovered.


@hisah I know your a trader, but can you spot the next EABL/BAT from your desk? Apart from banks other companies will excite the bourse? Opinions of other guru's are invited.

If KPLC gets the tariffs sorted, the repricing will be furious. Oil stocks will also reprice. Any recovery on KQ wil also see a powerful rally. The next rotation will be all about laggards as long as the bull remains intact.



Merci! what's your view on carbacid and BOC?
"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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hisah
#4203 Posted : Wednesday, October 23, 2013 5:57:08 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@murchr - I've never bothered with those two. I track index and its components. I also keep off illiquid counters since they don't compliment trading.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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mkeiyd
#4204 Posted : Wednesday, October 23, 2013 7:20:12 AM
Rank: Veteran

Joined: 3/26/2012
Posts: 1,182
murchr wrote:
hisah wrote:
murchr wrote:
hisah wrote:
Ericsson wrote:
Top 10 shareholders at EABL has no local representation i.e NSSF,pension fund,insurance company or individual.
NSSF which was number apparently disposed off the shares it had in the company.
The top ten is now made up of foreigners.
Seems the local investors see no good prospects in the company going forward.
The NSSF holdings was close to ksh.10 billion shillings

When this thing will do a bralirwa or a BAT rally locals will be in disbelief yet again and dividends will have recovered.


@hisah I know your a trader, but can you spot the next EABL/BAT from your desk? Apart from banks other companies will excite the bourse? Opinions of other guru's are invited.

If KPLC gets the tariffs sorted, the repricing will be furious. Oil stocks will also reprice. Any recovery on KQ wil also see a powerful rally. The next rotation will be all about laggards as long as the bull remains intact.



Merci! what's your view on carbacid and BOC?


Some good news on that.Bonus & Share split
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Ericsson
#4205 Posted : Wednesday, October 23, 2013 11:02:35 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
For EABL in the current financial year they will get a dent in earnings due to the following;
--The higher taxes levied on alcoholic products especially beer.
--Higher financing costs due to the ksh.20billion Diageo loan.
This may have informed local institutional,insurance companies and pension funds to shun the counter
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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hisah
#4206 Posted : Wednesday, October 23, 2013 11:25:49 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Ericsson wrote:
For EABL in the current financial year they will get a dent in earnings due to the following;
--The higher taxes levied on alcoholic products especially beer.
--Higher financing costs due to the ksh.20billion Diageo loan.
This may have informed local institutional,insurance companies and pension funds to shun the counter

Yes this counter will get knocks. But this is temporary. That's why the BAT comparison. There is still that Ethiopia special agreement that was given to them and mpesa bank. That's what the foreigners are chasing.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Ericsson
#4207 Posted : Wednesday, October 23, 2013 11:38:19 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
MPESA bank the Ethiopian government ruled out giving a second licence to a telecom operator as this will give a dent to Ethiopia telecom revenues.
The Ethiopian government says it needs dividends from Ethiopia telecoms profits for use in repaying the loans it has taken to fund the huge infrastructure projects.
For EABL I don't see the Ethiopia agreement happening since Diageo already bought the brewery that was sold by the government via auction
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mlennyma
#4208 Posted : Wednesday, October 23, 2013 12:27:56 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Who else can smell 5,000pts in coming days?
"Don't let the fear of losing be greater than the excitement of winning."
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Metasploit
#4209 Posted : Wednesday, October 23, 2013 1:03:03 PM
Rank: Veteran

Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
mlennyma wrote:
Who else can smell 5,000pts in coming days?


Safcom volume spike on 11th oct and today (after price dip) is paramount.Same script on Equity Bank

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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King G
#4210 Posted : Wednesday, October 23, 2013 1:07:08 PM
Rank: Elder

Joined: 6/20/2012
Posts: 3,855
Location: Othumo
Metasploit wrote:
mlennyma wrote:
Who else can smell 5,000pts in coming days?


Safcom volume spike on 11th oct and today (after price dip) is paramount.Same script on Equity Bank


If UMK goes to Hague on 12th Nov (i expect him to do so), 5,000 points will be breached mara moja.

my ten dollars
Thieves
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