Wazua
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KenyaRe FY19 - FY23 (Both Inclusive)
Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large  3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. @Obiero umekuwa mtu wa dividend Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,506 Location: nairobi
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Ericsson wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. @Obiero umekuwa mtu wa dividend Read wazua well and you will understand my investment patterns. Since 2006 no single year has passed me without dividends
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 7/22/2009 Posts: 7,452
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obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Chief Joined: 1/3/2007 Posts: 18,099 Location: Nairobi
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MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,506 Location: nairobi
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Ericsson wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Fair value has been attained..
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,506 Location: nairobi
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Ericsson wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Fair value has been attained..
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:Ericsson wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Fair value has been attained.. Kesho utaona iko ksh.3++ Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,506 Location: nairobi
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Ericsson wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Fair value has been attained.. Kesho utaona iko ksh.3++ 14.13m shares is a huge volume. Do not expect wild movements from this point. This is dividend stock, that lucks fanfare, pomp and ceremony. Being a GoK stock, it remains a dicy holding but in government we must trust. At least you are guaranteed it wont go bust like ARM. If Uchumi is still around, you know grace is sufficient. We the people! I speak in code
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,099 Location: Nairobi
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We Speak In Code  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Fair value has been attained.. Kesho utaona iko ksh.3++ 14.13m shares is a huge volume. Do not expect wild movements from this point. This is dividend stock, that lucks fanfare, pomp and ceremony. Being a GoK stock, it remains a dicy holding but in government we must trust. At least you are guaranteed it wont go bust like ARM. If Uchumi is still around, you know grace is sufficient. We the people! I speak in code Share price at 3.05 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Ericsson wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Fair value has been attained.. Kesho utaona iko ksh.3++ 14.13m shares is a huge volume. Do not expect wild movements from this point. This is dividend stock, that lucks fanfare, pomp and ceremony. Being a GoK stock, it remains a dicy holding but in government we must trust. At least you are guaranteed it wont go bust like ARM. If Uchumi is still around, you know grace is sufficient. We the people! I speak in code Share price at 3.05 Rising nearly the maximum 10% limit Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,506 Location: nairobi
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Ericsson wrote:Ericsson wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:MaichBlack wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. Demand is through the roof. Sellers pulling back!!! Terrible news for me. I got my order fulfilled at 2.8 but seems like my next order will not been fulfilled today. Same Bus. Managed some at 2.90 14 million shares traded today. Fair value has been attained.. Kesho utaona iko ksh.3++ 14.13m shares is a huge volume. Do not expect wild movements from this point. This is dividend stock, that lucks fanfare, pomp and ceremony. Being a GoK stock, it remains a dicy holding but in government we must trust. At least you are guaranteed it wont go bust like ARM. If Uchumi is still around, you know grace is sufficient. We the people! I speak in code Share price at 3.05 Rising nearly the maximum 10% limit The master of bottoms called it
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,099 Location: Nairobi
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Are we speaking in code @MaichBlack @ericsson? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 11/17/2018 Posts: 173 Location: Mars
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Ericsson wrote:obiero wrote:obiero wrote:VituVingiSana wrote:Ericsson wrote:Kenya Re HY Results
Kenya Re profit after tax down 12.5% to Kshs. 1.076b
Gross written premiums up 39.9% to ksh.8.86bn
Net earned premiums up 16.6% to Kshs. 7.429b
Gross claims incurred and policy holder benefits up 47.4% to ksh.5.2806bn
Claims ratio 67% v. 53%
Expense ratio 41% v. 50%
Net profit margin 12% v. 19%
Investment & other income almost flat
Cash at the end of the period up 27% to Kshs. 7.369b
NAV Kshs. 10.4
Link;https://pbs.twimg.com/media/EA44788WkAEVVL1?format=jpg&name=large 3/- Be very cautious Hayawi hayawi huwa! KES 2.6 is the bottom but I can continue buying at any price sub KES 2.8.. For the dividend play.. @Obiero umekuwa mtu wa dividend Kenya Re's H12018 EPS was Sh1.76. FY2018 EPS was Sh3.25, 84.66% increase. If HY19 EPS was Sh. 1.54 & FY19 EPS is also 84.66% higher, FY19 EPS could be Sh. 0.71, putting the PE at Sh. 3 at 4.2. Does anyone remember Kenya Re trading at a PE of 5? https://www.rich.co.ke/rcdata/company.php?i=NTQ%3D
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Yesterday 14M shares traded, today its 13M. The top 2nd shareholder has changed hands 
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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mwekez@ji wrote:Yesterday 14M shares traded, today its 13M. The top 2nd shareholder has changed hands That list has been overtaken by events. A bonus was issued,multiply the number of all current shareholders by 4 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Ericsson wrote:mwekez@ji wrote:Yesterday 14M shares traded, today its 13M. The top 2nd shareholder has changed hands That list has been overtaken by events. A bonus was issued,multiply the number of all current shareholders by 4 Ooh yeah. Noted
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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mwekez@ji wrote:Ericsson wrote:mwekez@ji wrote:Yesterday 14M shares traded, today its 13M. The top 2nd shareholder has changed hands That list has been overtaken by events. A bonus was issued,multiply the number of all current shareholders by 4 Ooh yeah. Noted heavy foreign exit in both days of around 77m sales vs 0 buy? what do they know There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Rank: Chief Joined: 1/3/2007 Posts: 18,099 Location: Nairobi
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littledove wrote:mwekez@ji wrote:Ericsson wrote:mwekez@ji wrote:Yesterday 14M shares traded, today its 13M. The top 2nd shareholder has changed hands That list has been overtaken by events. A bonus was issued,multiply the number of all current shareholders by 4 Ooh yeah. Noted heavy foreign exit in both days of around 77m sales vs 0 buy? what do they know Foreigners exited ARM when I bought. Just saying!  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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KenyaRe FY19 - FY23 (Both Inclusive)
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