wazua Wed, Mar 18, 2026
Welcome Guest Search | Active Topics | Log In

4 Pages<1234>
Bamburi SELL, ARM HOLD
Options
Previous Topic · Next Topic
the deal
#11 Posted : Saturday, August 07, 2010 4:02:35 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Hasn't this Cement Stocks overheat?
Back to top
  |
guru267
#12 Posted : Saturday, August 07, 2010 9:58:25 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
sparkly wrote:
Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.

@sparkly one thing you have to understand is that brokers make their recommendations based on short term... So if they said sell bamburi please sell because the price will start to fall.
Mark 12:29
Deuteronomy 4:16
Back to top
  |
sheep
#13 Posted : Sunday, August 08, 2010 2:01:05 PM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
U do understand any small improvement in sales will lead to over 50% profits going foward
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Back to top
  |
cnn
#14 Posted : Monday, August 09, 2010 12:23:20 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
ARM half year is up 16%,annualized EPS is at 7.02.So why the recent rise in the share price?
Back to top
  |
Surealligator
#15 Posted : Tuesday, September 28, 2010 1:16:05 PM
Rank: User

Joined: 6/27/2008
Posts: 709
Location: Velayat-e Faryab
sparkly wrote:
Cfc has predicted increased demand for cement in EA region. Competition will be tight esp from cheaper imports. Local producers faced with capacity constraints and high energy costs. They have given a HOLD recommendation for ARM and SELL for bamburi and EAPC. They say BAM is overvalued and EAPC inefficient. ARM to benefit from clinker plant.


For the first time, I agree with CFC financials. Look at this

Net profit after tax dropped by 20 per cent to Tsh10.3 billion ($7 million) from Tsh12.8 billion ($ 8.5 million) registered during the corresponding period last year.

This resulted in a drop in earnings per share from Tsh201 ($0.134) to Tsh161 ($0.107).

http://www.theeastafrica...56/-/wuftm/-/index.html
Go overdrive in purchasing the goods when there's blood on the streets, expecially if the blood is your own
Back to top
  |
sparkly
#16 Posted : Thursday, May 04, 2017 4:23:22 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
sparkly wrote:
ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.

Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.


TBT. Bad luck for those who sold Bamburi and held ARM.
Life is short. Live passionately.
Back to top
  |
Ebenyo
#17 Posted : Thursday, May 04, 2017 6:53:10 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
[quote=sparkly][quote=sparkly]ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.

Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.

.............................................................................................



Bamburi-already matured.No growth potential.
ARM-still struggling to stand up.High potential for growth especially after the cash injection from UK firm,CDC.


Towards the goal of financial freedom
Back to top
  | | Edit by user: Thursday, May 04, 2017 6:54 PM | Reason: Not specified
Fyatu
#18 Posted : Thursday, July 06, 2017 12:35:36 PM
Rank: Veteran

Joined: 1/20/2011
Posts: 1,820
Location: Nakuru
Ebenyo wrote:
[quote=sparkly][quote=sparkly]ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.

Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.

.............................................................................................



Bamburi-already matured.No growth potential.
ARM-still struggling to stand up.High potential for growth especially after the cash injection from UK firm,CDC.




I have done some small research on cement consumption in the various places that duty takes me to. These are my observations:

For home building purposes

Coast:
ARM, Bamburi, Mombasa Cement...note that Mombasa cement has edged out ARM in this market

Lower Eastern
Simba cement , Portland/blue shield, Bamburi

Nairobi
Portland, Bamburi

Central and Rift
Portland, Simba, Bamburi, Rai


For heavy duty cement/ready mix(for Skyscrapper, Storied buildings, Roads, Railways, Ports, Airports)

Coast:
Bamburi, ARM

Lower Eastern
Bamburi

Nairobi
Savannah, Bamburi, ARM

Central and Rift valley
Bamburi


Anyone who can estimate ARM market share? Anyone who has a different opinion on which cement company is dominant where?

Everywhere i go, i see lots of infrastructure coming up. Erstwhile sleepy towns like Voi, Kilifi, Malindi, Embu, Wote, Machakos are now dotted with yellow cranes and ready mix concrete trucks and shacman tippers are all over these places ferrying rubble(hardcore) and cement. From my observation Bamburi is the only visible company. Who is ARM selling their cement to? Why should i invest in ARM and not in Bamburi?
Dumb money becomes dumb only when it listens to smart money
Back to top
  | | Edit by user: Thursday, July 06, 2017 12:37 PM | Reason: Not specified
sparkly
#19 Posted : Wednesday, September 04, 2019 12:02:23 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
sparkly wrote:
ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.

Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.


Let us avoid highly indebted firms. Next on chopping block is KQ.
Life is short. Live passionately.
Back to top
  |
Ericsson
#20 Posted : Wednesday, September 04, 2019 12:15:23 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
sparkly wrote:
sparkly wrote:
ARM'sgrowth has been phenomenon in the last 10 years or so, but is nevertheless a small company.

Bamburi must be like 5 times bigger than ARM (i dont have the exact figures). Bamburi also has a 40% stake in EAPC.

ARM has a PE of 20 and a DY of 1.16% while Bamburi PE is 11.9 and DY 5.53%.

ARM is highly geared, loans and corporate bonds. Bamburi mostly equity.

If any of those companies has the ability to weather the so called "competition from cheap imports" that company IMO is Bamburi.

Once again the analysts have shown us why we should not rely on them.

The are clearly in love with GROWTH STOCKS.


Let us avoid highly indebted firms. Next on chopping block is KQ.

ARM was a good company with bad management.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
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.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.