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Nation Media Group HY 2019 profit down 24%
Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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Investor briefing for half year on at this moment .
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Rank: Elder Joined: 6/23/2009 Posts: 13,503 Location: nairobi
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cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50
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Rank: Member Joined: 3/9/2010 Posts: 320 Location: kenya
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obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Fair results Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.
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Rank: Elder Joined: 6/23/2009 Posts: 13,503 Location: nairobi
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rwitre wrote:obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50 Stock will continue to slide down to fair value of KES 32
HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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obiero wrote:rwitre wrote:obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50 Stock will continue to slide down to fair value of KES 32 Share price of 32 based on what  Current NAV: Sh 44 Current DY at today's price: 12.5% It is already at a discount, and an attractive price. If it gets to 32, it will be at a discount of 27% from NAV, and clock a DY of 15.6% which is: - Higher than every T-Bill or Bond in the country - Higher than nearly all MMFs - Will be the highest DY on the NSE If it touches 32 we are liquidating other counters and loading up on this one.
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Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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rwitre wrote:obiero wrote:rwitre wrote:obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50 Stock will continue to slide down to fair value of KES 32 Share price of 32 based on what Current NAV: Sh 44 Current DY at today's price: 12.5% It is already at a discount, and an attractive price.
If it gets to 32, it will be at a discount of 27% from NAV, and clock a DY of 15.6% which is: - Higher than every T-Bill or Bond in the country - Higher than nearly all MMFs - Will be the highest DY on the NSE If it touches 32 we are liquidating other counters and loading up on this one. most shares are at a discount to nav for example check centum nav of 70s against price of 30 , kenya re, carbacid very huge discounts 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: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
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rwitre wrote:obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50 Revenue contribution 78% print, 17% broadcast and 5% digital
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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watesh wrote:rwitre wrote:obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50 Revenue contribution 78% print, 17% broadcast and 5% digital They better work on digital, viusasa manenos!!! In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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Angelica _ann wrote:watesh wrote:rwitre wrote:obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50 Revenue contribution 78% print, 17% broadcast and 5% digital They better work on digital, viusasa manenos!!! There is growth there.... Digital copy sales up 24% Kenya Buzz +15% Lit 360 up over 100% Google Ad revenue up over 100% Digital sources contribution to total revenue still low, but on an upward trajectory.
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Rank: Elder Joined: 7/22/2008 Posts: 2,703
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watesh wrote:NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya.
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Rank: Member Joined: 3/15/2009 Posts: 359
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rwitre wrote:Angelica _ann wrote:watesh wrote:rwitre wrote:obiero wrote:cnn wrote: Investor briefing for half year on at this moment . Mungu awe nanyi Turnover down 7% PAT down 23.7% Total assets up 5.2% (from FY 18) Total cash up 29% (from FY 18) EPS Sh.2.21 Interim DPS Sh. 1.50 Revenue contribution 78% print, 17% broadcast and 5% digital They better work on digital, viusasa manenos!!! There is growth there.... Digital copy sales up 24% Kenya Buzz +15% Lit 360 up over 100% Google Ad revenue up over 100% Digital sources contribution to total revenue still low, but on an upward trajectory. They seem to be chasing google AdSense revenue aggressively with full screen ads for mobile readers. This has a negative impact on readers experience and will eventually drive off mobile readers from its website
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Kusadikika wrote:watesh wrote:NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya. The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel. But if mr chairman left then may be an even more aggressive agenda can be pursued "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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Rank: Veteran Joined: 1/20/2011 Posts: 1,820 Location: Nakuru
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murchr wrote:Kusadikika wrote:watesh wrote:NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya. The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel. But if mr chairman left then may be an even more aggressive agenda can be pursued They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue Dumb money becomes dumb only when it listens to smart money
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Rank: Elder Joined: 7/22/2008 Posts: 2,703
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Fyatu wrote:murchr wrote:Kusadikika wrote:watesh wrote:NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya. The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel. But if mr chairman left then may be an even more aggressive agenda can be pursued They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue I would recommend going the other direction, get more gutter, get more emotional and get popular vernacular presenters who currently run their own small shows. Go on Youtube and see how many views shows like "Metha ya Kagoni", "Jeff Kuria Tv" and "Kikuyu Diaspora Tv" get. These are one man/woman TV stations except for Monica Kagoni who is with Mt. Kenya TV but it is still her show.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Fyatu wrote:murchr wrote:Kusadikika wrote:watesh wrote:NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya. The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel. But if mr chairman left then may be an even more aggressive agenda can be pursued They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue Or a full blown lifestyle TV. Movies, Music, entertainment news, etc "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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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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murchr wrote:Fyatu wrote:murchr wrote:Kusadikika wrote:watesh wrote:NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya. The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel. But if mr chairman left then may be an even more aggressive agenda can be pursued They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue Or a full blown lifestyle TV. Movies, Music, entertainment news, etc Make an acquisition of Zuku TV or Kwese Kenya Assets Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Ericsson wrote:murchr wrote:Fyatu wrote:murchr wrote:Kusadikika wrote:watesh wrote:NMG is really missing out on proper radio revenue. Its the one platform they never got right despite all the money they had In radio and TV, if you don't have Kikuyu stations you are missing out big time. I would advise they buy Mt. Kenya TV. They have really good programs but nasikia Ngirici halipi mishahara. They are the most mashinani focused TV station in Kenya. The kikuyu space is overcrowded now. They still can make more in broadcast by getting a no news channel. But if mr chairman left then may be an even more aggressive agenda can be pursued They can start a strictly business/investment TV like CNBCA, Bloomberg or buyout Metropol TV and make it an East African thing. Judging by the number of Kenyans who are into investments be it mashinani, or humu humu wazua, i bet they can make advertising revenue Or a full blown lifestyle TV. Movies, Music, entertainment news, etc Make an acquisition of Zuku TV or Kwese Kenya Assets They have the assets....Remember they closed down a Kiswahili station and bought an online magazine.....why not go full blown entertainment with that. That's a niche market that will soon be grabbed by Caroline Mutoko and the Star if they dont move fast "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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