wazua Sat, Nov 18, 2017
Welcome Guest Search | Active Topics | Log In | Register

4 Pages<1234>
3rd Quarter Rally........What to buy
Pesa Nane
#41 Posted : Wednesday, October 09, 2013 12:58:54 PM
Rank: Elder


Joined: 5/25/2012
Posts: 3,378
Location: 08c
streetwise wrote:
which is the cheapest bank to buy at this rate.


The numbers are as such:
>>>>>>>>>>>>> EPS PE
CFC Bank 9.9 : 8.081
HFCK 3.22 : 8.23
Coop Bank 1.84 : 9.239
NIC 6.03 : 9.619
DTB 17.44 : 10.378
BBK 1.61 : 10.963
Equity Bank 3.26 : 11.426
StanChart 26.1 : 11.686
KCB 4.11 : 12.105
NBK 1.49 : 13.758

Mean PE 10.549
I&M figures missing

Assuming flat earnings and an averaged PE of 10.549 the prices would be:

CFC Bank 104.44
HFCK 33.97
Coop Bank 19.41
NIC 63.61
DTB 183.97
BBK 16.98
Equity Bank 34.39
StanChart 275.33
KCB 43.36
NBK 15.72
Pesa Nane plans to be shilingi when he grows up.
VituVingiSana
#42 Posted : Wednesday, October 09, 2013 2:05:12 PM
Rank: Chief


Joined: 1/3/2007
Posts: 13,360
Location: Nairobi
@PesaNane

I&M Bank/Group (not Holdings) for 2013

Q1 PAT (not Comprehensive) 938,811,000
Q2 PAT (not Comprehensive) 2,177,940,000

There was a huge loss in Mauritius in Q1 2013 relating to losses on derivatives. At the Investor Briefing, the EO said it was all provided for & losses were stemmed.

1H 2013 EPS is approx 6/- and if Q2 performance continues then FY 2013 EPS should be between 12-14.

Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Pesa Nane
#43 Posted : Wednesday, October 09, 2013 2:48:50 PM
Rank: Elder


Joined: 5/25/2012
Posts: 3,378
Location: 08c
VituVingiSana wrote:
@PesaNane

I&M Bank/Group (not Holdings) for 2013

Q1 PAT (not Comprehensive) 938,811,000
Q2 PAT (not Comprehensive) 2,177,940,000

There was a huge loss in Mauritius in Q1 2013 relating to losses on derivatives. At the Investor Briefing, the EO said it was all provided for & losses were stemmed.

1H 2013 EPS is approx 6/- and if Q2 performance continues then FY 2013 EPS should be between 12-14.


noted with thanx
Pesa Nane plans to be shilingi when he grows up.
FUNKY
#44 Posted : Thursday, October 10, 2013 10:02:26 PM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,352
murchr
#45 Posted : Thursday, October 10, 2013 10:23:34 PM
Rank: Elder


Joined: 2/26/2012
Posts: 11,815
FUNKY wrote:
http://www.businessdailyafrica.com/Corporate-News/Co-op-Bank-eyes-mining-deals-in-South-Sudan/-/539550/2027254/-/ijc3xt/-/index.html


Drool
"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
.
cnn
#46 Posted : Tuesday, October 15, 2013 2:06:32 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,543
Metasploit wrote:
Metasploit wrote:
you have left behind Britam (Good volumes and increased foreign interest for last 4 trading sessions;plus a bullish chart breakout on price above 8.7) and Kengen (Bullish chart)

Exit volumes on Kenya Re and Kenol kobil


Seems Britam is finally breaking above its all time High of 9.45 today.Foreigners are accelerating this thing like crazy

Britam is on fire,@ 10 on solid volumes.
Burning Spear
#47 Posted : Tuesday, October 15, 2013 3:50:54 PM
Rank: Veteran


Joined: 7/22/2008
Posts: 1,138
cnn wrote:
Metasploit wrote:
Metasploit wrote:
you have left behind Britam (Good volumes and increased foreign interest for last 4 trading sessions;plus a bullish chart breakout on price above 8.7) and Kengen (Bullish chart)

Exit volumes on Kenya Re and Kenol kobil


Seems Britam is finally breaking above its all time High of 9.45 today.Foreigners are accelerating this thing like crazy

Britam is on fire,@ 10 on solid volumes.



This Britam. Sold my chunk @ 9.20 on Wednesday last week.
Was so much convinced , it will not go above 10. I was wrong!
"You're not supposed to be so blind with patriotism that you can't face reality. Wrong is wrong, no matter who says it". Malcolm X
tyjayden
#48 Posted : Tuesday, October 15, 2013 5:18:43 PM
Rank: New-farer


Joined: 9/12/2012
Posts: 13
Gut feeling on what to buy. COOP at ksh 17.15
MSC at ksh 3.70 and KK at Ksh. 8.50
Caution No research has been conducted.
Now explaining the Gut feeling.
COOP had a good 2013 Q1 but I don't know how good
KK I guess the bad news are out of stock.
MSC even crap does float when it floods and I guess the market is flooded with buyers
mv_ufanisi
#49 Posted : Wednesday, October 16, 2013 12:49:49 PM
Rank: Member


Joined: 1/15/2010
Posts: 498
I'm with the DJ all the way to 2015.
dunkang
#50 Posted : Tuesday, September 30, 2014 8:37:46 AM
Rank: Elder


Joined: 6/2/2011
Posts: 4,724
Location: -1.2107, 36.8831
I have some idle "millions" (or ain't 0.8M/-, millions), so, for this 3rd Quarter, what can i buy?

p.s I don't fear fast money
p.s.s i can wait 2 years for the big gain
p.p.s.s it MUST be stocks, not bonds nor whatevers
Receive with simplicity everything that happens to you.” ― Rashi

Mart_Consult
#51 Posted : Tuesday, September 30, 2014 10:01:53 AM
Rank: Member


Joined: 11/7/2013
Posts: 127
Location: Nairobi, Kenya
dunkang wrote:
I have some idle "millions" (or ain't 0.8M/-, millions), so, for this 3rd Quarter, what can i buy?

p.s I don't fear fast money
p.s.s i can wait 2 years for the big gain
p.p.s.s it MUST be stocks, not bonds nor whatevers


Kenya: BAMBi, CFC-Stanbic, Scan.

Uganda: UCL*

Tanzania: CRDB

Rwanda: BK

Consider Nigeria, Malawi, Zambia (our currency offers purchasing power in all these markets- watch conversion losses though, have to be smart on those)
Choose just one market.

NB: I may have ''over-answered'' your question.
NBB: My approach is based on underlying businesses, not the prices.
I went into the (Ferry) industry knowing the same thing I knew with all other businesses I went into- Nothing. Then I built it from there. - Sheldon Adelson (Titans at the Table- Giants of Macau)
Realtreaty
#52 Posted : Tuesday, September 30, 2014 10:12:17 AM
Rank: Veteran


Joined: 8/16/2011
Posts: 1,702
dunkang wrote:
I have some idle "millions" (or ain't 0.8M/-, millions), so, for this 3rd Quarter, what can i buy?

p.s I don't fear fast money
p.s.s i can wait 2 years for the big gain
p.p.s.s it MUST be stocks, not bonds nor whatevers

Sad Why store new wine in old skins??? You ought to have started a new thread than visiting a year back thread.
Anyway you have headroom in Britam, Sameer, BBK, COOP, carbacid and NSE that are well priced for now and promising
Another parked stock is KK, I won't tell when it will fly but you can allocate it 200 Thousands.
mv_ufanisi
#53 Posted : Tuesday, September 30, 2014 11:48:41 AM
Rank: Member


Joined: 1/15/2010
Posts: 498
mv_ufanisi wrote:
I'm with the DJ all the way to 2015.


Since I posted this, stock is up 130%. Sometimes, it does make sense to put all your eggs in one basket and watch it like a hawk.
murchr
#54 Posted : Thursday, May 18, 2017 8:42:10 PM
Rank: Elder


Joined: 2/26/2012
Posts: 11,815
the deal wrote:
I can see euphoria has taken over...ati SCOM at Ksh15...it looks like folks have thrown reason out of the window...SCOM at Ksh15 means it will trade on a PE of 15 even if it announces an EPS of Ksh1...now that's a PAT of Ksh50Bn folks...Laughing out loudly Laughing out loudly Laughing out loudly ....no way in the next 3 years is SCOM reporting a PAT of Ksh50Bn in the next 3 years.



Proven wrong

young Tuesday, October 08 2013 wrote:

Safaricom Debt Free story.

Anyone that buy Safcom now and wait 3 to 4 years will have a handsome reward (handsome dividend and capital gains). No wonder the high demand for this super brand blue chip.


http://www.businessdaily.../-/vgwyj8z/-/index.html


So right. He was a master in this
"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
.
obiero
#55 Posted : Thursday, May 18, 2017 9:20:26 PM
Rank: Elder


Joined: 6/23/2009
Posts: 7,340
Location: nairobi
Sanlam & KQ, nothing else, especially not financials
KQ 264,000 divided by four
snifadog
#56 Posted : Friday, May 19, 2017 10:02:16 AM
Rank: New-farer


Joined: 6/6/2016
Posts: 45
Location: Nairobi
SAFARICOM?
Metasploit
#57 Posted : Friday, May 19, 2017 10:50:01 AM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
Watching Kengen at 7.00 for price and volume action.
too early to judge but if i am not mistaken i see an ascending triangle

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
wukan
#58 Posted : Friday, May 19, 2017 11:04:25 AM
Rank: Member


Joined: 11/13/2015
Posts: 442
Metasploit wrote:
Watching Kengen at 7.00 for price and volume action.
too early to judge but if i am not mistaken i see an ascending triangle
Finally out of the downward channel upside is smile smile smile




Metasploit
#59 Posted : Friday, May 26, 2017 1:54:16 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
Metasploit wrote:
Watching Kengen at 7.00 for price and volume action.
too early to judge but if i am not mistaken i see an ascending triangle





21M shares exchanged from May 16th with volume spike at 7,7.2 and 7.5

Breakout above 7

Target at 8.5 (i.e Breakout point=7 minus Lowest point=5 * 0.75)

As expected the peer is doing the chase after confirming support at 6.5 (12M shares exchanged from May 16th).watch KPLC price/volume behaviour above 7

what was special on may 16th..Volume spikes??





“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
Metasploit
#60 Posted : Friday, May 26, 2017 2:01:36 PM
Rank: Veteran


Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania


Same script for NIC..

Watch the price/volume action at 30 before jumping in..Target 38

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
Users browsing this topic
Guest
4 Pages<1234>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Copyright © 2017 Wazua.co.ke. All Rights Reserved.