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Kenya Power HY18
sparkly
#41 Posted : Friday, March 02, 2018 8:55:43 AM
Rank: Elder


Joined: 9/23/2009
Posts: 5,828
Location: Enk are Nyirobi
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


All the best as you time the market. I might also jump in if it falls to KShs 2.
Life is short. Live passionately.
watesh
#42 Posted : Friday, March 02, 2018 9:02:23 AM
Rank: Member


Joined: 8/10/2014
Posts: 655
Location: Kenya
Fyatu wrote:
Ebenyo wrote:
VituVingiSana wrote:
kawi254 wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better.

A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value!



Talk of the challenge of finding undervalued stocks in Nse!


With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP

The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes
mlennyma
#43 Posted : Friday, March 02, 2018 9:04:45 AM
Rank: Elder


Joined: 7/21/2010
Posts: 5,653
Location: nairobi
sparkly wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Iam stuck here but not significantly
Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


All the best as you time the market. I might also jump in if it falls to KShs 2.

Iam stuck here but not significantly
"Don't let the fear of losing be greater than the excitement of winning."
Ebenyo
#44 Posted : Friday, March 02, 2018 9:24:09 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,194
Location: Kitale
watesh wrote:
Fyatu wrote:
Ebenyo wrote:
VituVingiSana wrote:
kawi254 wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better.

A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value!



Talk of the challenge of finding undervalued stocks in Nse!


With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP

The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes


kengen has not paid dividends for the last two years after doing it consequatively for ten years.
Dont work for money.Let your money work for you.
watesh
#45 Posted : Friday, March 02, 2018 9:40:30 AM
Rank: Member


Joined: 8/10/2014
Posts: 655
Location: Kenya
Ebenyo wrote:
watesh wrote:
Fyatu wrote:
Ebenyo wrote:
VituVingiSana wrote:
kawi254 wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better.

A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value!



Talk of the challenge of finding undervalued stocks in Nse!


With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP

The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes


kengen has not paid dividends for the last two years after doing it consequatively for ten years.

However, the capital gains compensation was pretty awesome. The dividend drought was a planned thing of 3 - 5 years.
Angelica _ann
#46 Posted : Friday, March 02, 2018 11:37:37 AM
Rank: Elder


Joined: 12/7/2012
Posts: 8,311
I can see you guys are young. This KPLC was so run down before 2002 and we are headed back there. Give it another 3 years!!!!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Ericsson
#47 Posted : Friday, March 02, 2018 11:41:22 AM
Rank: Elder


Joined: 12/4/2009
Posts: 4,518
Location: NAIROBI
watesh wrote:
Ebenyo wrote:
watesh wrote:
Fyatu wrote:
Ebenyo wrote:
VituVingiSana wrote:
kawi254 wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better.

A huge chunk of that 35.90 is based off over-priced poles supplied by Arap Mashamba. In the open/transparent market they may be worth just 20% of the stated value!



Talk of the challenge of finding undervalued stocks in Nse!


With a P.E. of 2.62, EPS of 3.07 and Dividend yield of 6.21%, return on equity of 11.53 % vs industry 8%, and a Gross margin 0f 27%, i believe Kenya power is undervalued. Indeed based on the NAV of 35.90 buying today is like paying 20 cents for one dollar. Furthermore, assuming they will pay a conservative 4% dividend every year, you stand a chance retiring very comfortably courtesy of KP

The numbers speak of this company very favorably but the mismanagement of funds will keep pulling it down. The good thing is that it will never collapse since it is guaranteed a govt bail out. Its a buy when the dividend yield is above 5% but its certainly not much of a growth stock. My plan is buy at 8bob and below, sell once it hits 11 then wait for it to get back down. Kengen is a better for growth purposes


kengen has not paid dividends for the last two years after doing it consequatively for ten years.

However, the capital gains compensation was pretty awesome. The dividend drought was a planned thing of 3 - 5 years.


Someone lost a bet coz of the capital gain
Ericsson
#48 Posted : Saturday, March 03, 2018 12:48:16 AM
Rank: Elder


Joined: 12/4/2009
Posts: 4,518
Location: NAIROBI
Ebenyo wrote:
kawi254 wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better.



It will largely depend with the management decisions.
For example,now that rains have began,there should be no need to generate more thermal.That should save more than kshs 6 billion in fuel.


The rains have began and several areas in Nairobi are without power due to technical fault.
How then do they expect improvement in financial position when they cant sell power
Ebenyo
#49 Posted : Saturday, March 03, 2018 7:55:14 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,194
Location: Kitale
Ericsson wrote:
Ebenyo wrote:
kawi254 wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better.



It will largely depend with the management decisions.
For example,now that rains have began,there should be no need to generate more thermal.That should save more than kshs 6 billion in fuel.


The rains have began and several areas in Nairobi are without power due to technical fault.
How then do they expect improvement in financial position when they cant sell power



The problem is with management and we all agree to that.
Kcb,safaricom and KenRe are good companies with good management despite Gok ownership in them.
Problem with kenya power is being used as a propaganda and a campaign tool.Hopefully management problem will be over one day.
Dont work for money.Let your money work for you.
Ericsson
#50 Posted : Saturday, March 17, 2018 10:35:01 AM
Rank: Elder


Joined: 12/4/2009
Posts: 4,518
Location: NAIROBI
Following the footsteps of its sister company in declaring no dividend till the cash flow position improves
VituVingiSana
#51 Posted : Saturday, March 17, 2018 4:54:18 PM
Rank: Chief


Joined: 1/3/2007
Posts: 13,875
Location: Nairobi
Ebenyo wrote:
Ericsson wrote:
Ebenyo wrote:
kawi254 wrote:
watesh wrote:
Ericsson wrote:
VituVingiSana wrote:
https://www.businessdailyafrica.com/markets/capital/Concern-over-Kenya-Power-s-share-price/4259442-4322220-h8v3yjz/index.html

The price of mismanagement.
The company is joining the likes of Uchumi, Mumias sugar,east africa portland Cement

Oh yes....good thing this one is a guaranteed bail out because of the monopoly factor. It cannot shut down. Waiting for Ksh6 to print then i start jumping in then sell as soon as it hits 10.


Hidden in all the accounting mumbo jumbo is the fact that Kenya Power spent a lot of money rolling out street lights in major towns and connecting consumers for #GoKDelivers election campaigns and they have not been paid. A part of Eurobond 2 will be given to Kenya Power to correct it's accounts and full year results will be looking better.



It will largely depend with the management decisions.
For example,now that rains have began,there should be no need to generate more thermal.That should save more than kshs 6 billion in fuel.


The rains have began and several areas in Nairobi are without power due to technical fault.
How then do they expect improvement in financial position when they cant sell power



The problem is with management and we all agree to that.
Kcb,safaricom and KenRe are good companies with good management despite Gok ownership in them.
Problem with kenya power is being used as a propaganda and a campaign tool.Hopefully management problem will be over one day.

KenyaRe does is no longer led by a good manager/MD.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#52 Posted : Thursday, April 05, 2018 1:09:19 PM
Rank: Elder


Joined: 12/4/2009
Posts: 4,518
Location: NAIROBI
Kenya Power has disconnected electricity supply to more than 20 flats in Nairobi’s Tassia Estate in an operation aimed at stamping out illegal connections
murchr
#53 Posted : Friday, April 13, 2018 4:00:11 PM
Rank: Elder


Joined: 2/26/2012
Posts: 12,418
"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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