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NSE SHARES PERFORMANCE: THREE YEAR FORECAST WITH 2012 IN MIND
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guru267
#51 Posted : Friday, February 12, 2010 6:13:48 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@mkono... thanx for the info about s&l.. so do you envisage good full year results for KCB??? i'm asking because of their dismall 1% HY09 profit growth..
Mark 12:29
Deuteronomy 4:16
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2012
#52 Posted : Friday, February 12, 2010 6:46:32 AM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
mkonomtupu wrote:
2012, I was looking at KCB's S&L and HFCK from their p/e and the regional strategy. Previously S&L had a lending capacity of Kshs.250million. Following its amalgamation into KCB it can leverage on KCB's balance of 185billion to lend to a single borrower at 25% of core capital.


@mkono, I was asking about a head to head record/comparison between HF and S&L not KCB S&L vs HF (or is it Equity HF). If you ask me, I'd advice you to get some HF in your portfolio as I believe their new products are very attractive and the pension guaranteed mortgage with British American is without a doubt the way to go.

BBI will solve it :)
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  | | Edit by user: Friday, February 12, 2010 6:53 AM | Reason: Not specified
mkonomtupu
#53 Posted : Friday, February 12, 2010 7:18:05 AM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
Guru, KCB looks a medium term growth stock, obviously the costs of setting up branches will weigh on the results. But it's a stocks that i would keep on the radar. Notice the entry of the single foreign investor on Tuesday with 10m shares and the fund managers.
2012, the last analysis before amalgamation had this verdict "KCB's mortgage subsidiary (S&L) is expected to continue to outperform Housing finance in the real estate sector"
Waiting for the results to see the head to head. But it's a stock to watch.
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guru267
#54 Posted : Friday, February 12, 2010 7:59:29 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
looks like KPLC is finally coming out of its shell.. its been up this week i hope can get my sell order at 160 to go thru somtime next week
Mark 12:29
Deuteronomy 4:16
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the deal
#55 Posted : Friday, February 12, 2010 8:41:18 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Ja kplc after the conversion is another one to watch...its a utility,its a monopoly but its profits largely depend on high power tariffs.
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guru267
#56 Posted : Friday, February 12, 2010 10:28:49 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@the deal i totally agree with you on KPLC but lets not forget that it is still a very inefficient firm so it has much room for cost cutting to increase profits...
and the industrial demand for power which was damaged last year is likely to pick up next year which will increase revenue a great deal..

by 2012 this baby will be all grown up.. smile
Mark 12:29
Deuteronomy 4:16
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VituVingiSana
#57 Posted : Friday, February 12, 2010 3:14:31 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,353
Location: Nairobi
guru267 wrote:

@VVS my friend i wanna place a bet with you because your underestimating this counter... i wouldnt want you to lose out with this.... safcom WILL be at 7bob+ at least by the end of march... nothing less


Another lunch?
Agreed! You buy me lunch... if safcom is not at 7/-...
Well, if it hits 7/- u shud be very happy... so also buy me lunch?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#58 Posted : Friday, February 12, 2010 3:19:51 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,353
Location: Nairobi
@guru - U seem so confident on KPLC yet you want to sell out at 160/-?

@thedeal - I am sure you have seen my picks & KPLC is on my list. I got in at 160/- (including 6/- dividend) so I am underwater but I am confident we are looking at 200/- (25%) in 12-18 months.

Please note I will also include any cash I get from selling my Rights.

I agree the restructuring is a millstone around KPLC but folks are under-estimating the value as Kenya develops.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#59 Posted : Friday, February 12, 2010 3:23:35 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,353
Location: Nairobi
guru267 wrote:
looks like KPLC is finally coming out of its shell.. its been up this week i hope can get my sell order at 160 to go thru somtime next week

If I had the means to do so, I would 'buy' your KPLC as an option. Pity I cant enter into options or a forward contract with you!

I would pay you 10/- today for the option to 'hold' the shares till 30 October 2011 & then hand them over to me on that date for 160/- each.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#60 Posted : Saturday, February 13, 2010 7:35:23 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS trust me i'm no where near getting out of KPLC not even if i was high on crack cocaine...
its just theres alot of speculation on this restructuring and i believe thee might be oppurtunity to re enter...
i've got 5500 shares in this counter which i got at 125bob and i'm only selling 600 of them...
why will you be selling your rights???

i hope they would split them 20:1
Mark 12:29
Deuteronomy 4:16
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