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Treasury Bills and Bonds
Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
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Angelica _ann wrote:Impunity wrote:KulaRaha wrote:Angelica _ann wrote:maka wrote:Angelica _ann wrote:maka wrote:Tap sale... Am too high to get the info... But yes we have a tap... Kesho is another day. We will be waiting   Now this is good, mbus came back for the masses, unlike previously. Underpriced, they should pay 13%+ for this tenor. They'll raise rates soon... The coupon rate remains same coz it's a tap sale. The weighted rate may go higher than 12.156 (sad) but also may go lower. So much liquidity in the market. I moved from bonds to 1 year t-bills, better compounded returns and no sales headaches. I don't think Tbills at 9% before 15% haircut is comparable to 12% net profit IFB. You will be more liquid with a monthly spreadout bills and you risk misusing the liquidity on some urembo za bure. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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GOK is doing further budget cuts as bond issues fail to hit target Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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Ericsson wrote:GOK is doing further budget cuts as bond issues fail to hit target We need to move 100 to 200 bps for longer ended papers to make them attractive....14% would be good... possunt quia posse videntur
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Rank: New-farer Joined: 5/7/2010 Posts: 38 Location: Nairobi
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Impunity wrote:Angelica _ann wrote:Impunity wrote:KulaRaha wrote:Angelica _ann wrote:maka wrote:Angelica _ann wrote:maka wrote:Tap sale... Am too high to get the info... But yes we have a tap... Kesho is another day. We will be waiting Now this is good, mbus came back for the masses, unlike previously. Underpriced, they should pay 13%+ for this tenor. They'll raise rates soon... The coupon rate remains same coz it's a tap sale. The weighted rate may go higher than 12.156 (sad) but also may go lower. So much liquidity in the market. I moved from bonds to 1 year t-bills, better compounded returns and no sales headaches. I don't think Tbills at 9% before 15% haircut is comparable to 12% net profit IFB. You will be more liquid with a monthly spreadout bills and you risk misusing the liquidity on some urembo za bure. I prefer Bonds to Bills coz of the interest rate and also ease in handling them especially rolling over. Once you buy a 20 yr bond you'll just relax and get interest semi annually and reinvest the interest and by the time the bond matures, you'll have made a fortune to make you survive. Trust in God and endure patiently.
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Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
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ibsi wrote:Impunity wrote:Angelica _ann wrote:Impunity wrote:KulaRaha wrote:Angelica _ann wrote:maka wrote:Angelica _ann wrote:maka wrote:Tap sale... Am too high to get the info... But yes we have a tap... Kesho is another day. We will be waiting Now this is good, mbus came back for the masses, unlike previously. Underpriced, they should pay 13%+ for this tenor. They'll raise rates soon... The coupon rate remains same coz it's a tap sale. The weighted rate may go higher than 12.156 (sad) but also may go lower. So much liquidity in the market. I moved from bonds to 1 year t-bills, better compounded returns and no sales headaches. I don't think Tbills at 9% before 15% haircut is comparable to 12% net profit IFB. You will be more liquid with a monthly spreadout bills and you risk misusing the liquidity on some urembo za bure. I prefer Bonds to Bills coz of the interest rate and also ease in handling them especially rolling over. Once you buy a 20 yr bond you'll just relax and get interest semi annually and reinvest the interest and by the time the bond matures, you'll have made a fortune to make you survive. Me thought so too. Imagine placing 100M in a 20 year IFB bond coupons at 12%. This will give you monthly salo ya Kes.1M for 20 years (Yaani 4 terms as an mpig). Contrast this with buying a 20M land in kitusuru and putting up 2 mansions at 40M each...each mansion giving 200K pm at the best...thats 400K pm assuming full time occupancy. Then think about maintenance,kanjo,Riparian fears,non occupancy,difficult luo tenants etc for 20 years! Sometimes it's good to let the money work for you....sadly we don't have the 100M now. Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale
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Impunity wrote:ibsi wrote:Impunity wrote:Angelica _ann wrote:Impunity wrote:KulaRaha wrote:Angelica _ann wrote:maka wrote:Angelica _ann wrote:maka wrote:Tap sale... Am too high to get the info... But yes we have a tap... Kesho is another day. We will be waiting Now this is good, mbus came back for the masses, unlike previously. Underpriced, they should pay 13%+ for this tenor. They'll raise rates soon... The coupon rate remains same coz it's a tap sale. The weighted rate may go higher than 12.156 (sad) but also may go lower. So much liquidity in the market. I moved from bonds to 1 year t-bills, better compounded returns and no sales headaches. I don't think Tbills at 9% before 15% haircut is comparable to 12% net profit IFB. You will be more liquid with a monthly spreadout bills and you risk misusing the liquidity on some urembo za bure. I prefer Bonds to Bills coz of the interest rate and also ease in handling them especially rolling over. Once you buy a 20 yr bond you'll just relax and get interest semi annually and reinvest the interest and by the time the bond matures, you'll have made a fortune to make you survive. Me thought so too. Imagine placing 100M in a 20 year IFB bond coupons at 12%. This will give you monthly salo ya Kes.1M for 20 years (Yaani 4 terms as an mpig). Contrast this with buying a 20M land in kitusuru and putting up 2 mansions at 40M each...each mansion giving 200K pm at the best...thats 400K pm assuming full time occupancy. Then think about maintenance,kanjo,Riparian fears,non occupancy,difficult luo tenants etc for 20 years! Sometimes it's good to let the money work for you....sadly we don't have the 100M now.  Towards the goal of financial freedom
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Rank: Member Joined: 4/21/2015 Posts: 151
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maka wrote:Ericsson wrote:GOK is doing further budget cuts as bond issues fail to hit target We need to move 100 to 200 bps for longer ended papers to make them attractive....14% would be good... True. 11.95% for such a long tenure is low. How would one go about buying the 2017/12 years from the secondary market?
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Rank: Member Joined: 4/21/2015 Posts: 151
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Ebenyo wrote:Impunity wrote:ibsi wrote:Impunity wrote:Angelica _ann wrote:Impunity wrote:KulaRaha wrote:Angelica _ann wrote:maka wrote:Angelica _ann wrote:maka wrote:Tap sale... Am too high to get the info... But yes we have a tap... Kesho is another day. We will be waiting Now this is good, mbus came back for the masses, unlike previously. Underpriced, they should pay 13%+ for this tenor. They'll raise rates soon... The coupon rate remains same coz it's a tap sale. The weighted rate may go higher than 12.156 (sad) but also may go lower. So much liquidity in the market. I moved from bonds to 1 year t-bills, better compounded returns and no sales headaches. I don't think Tbills at 9% before 15% haircut is comparable to 12% net profit IFB. You will be more liquid with a monthly spreadout bills and you risk misusing the liquidity on some urembo za bure. I prefer Bonds to Bills coz of the interest rate and also ease in handling them especially rolling over. Once you buy a 20 yr bond you'll just relax and get interest semi annually and reinvest the interest and by the time the bond matures, you'll have made a fortune to make you survive. Me thought so too. Imagine placing 100M in a 20 year IFB bond coupons at 12%. This will give you monthly salo ya Kes.1M for 20 years (Yaani 4 terms as an mpig). Contrast this with buying a 20M land in kitusuru and putting up 2 mansions at 40M each...each mansion giving 200K pm at the best...thats 400K pm assuming full time occupancy. Then think about maintenance,kanjo,Riparian fears,non occupancy,difficult luo tenants etc for 20 years! Sometimes it's good to let the money work for you....sadly we don't have the 100M now. The dust bowl whirlwind seems to have died down
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Rank: Elder Joined: 3/2/2009 Posts: 26,331 Location: Masada
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Ebenyo wrote:Impunity wrote:ibsi wrote:Impunity wrote:Angelica _ann wrote:Impunity wrote:KulaRaha wrote:Angelica _ann wrote:maka wrote:Angelica _ann wrote:maka wrote:Tap sale... Am too high to get the info... But yes we have a tap... Kesho is another day. We will be waiting Now this is good, mbus came back for the masses, unlike previously. Underpriced, they should pay 13%+ for this tenor. They'll raise rates soon... The coupon rate remains same coz it's a tap sale. The weighted rate may go higher than 12.156 (sad) but also may go lower. So much liquidity in the market. I moved from bonds to 1 year t-bills, better compounded returns and no sales headaches. I don't think Tbills at 9% before 15% haircut is comparable to 12% net profit IFB. You will be more liquid with a monthly spreadout bills and you risk misusing the liquidity on some urembo za bure. I prefer Bonds to Bills coz of the interest rate and also ease in handling them especially rolling over. Once you buy a 20 yr bond you'll just relax and get interest semi annually and reinvest the interest and by the time the bond matures, you'll have made a fortune to make you survive. Me thought so too. Imagine placing 100M in a 20 year IFB bond coupons at 12%. This will give you monthly salo ya Kes.1M for 20 years (Yaani 4 terms as an mpig). Contrast this with buying a 20M land in kitusuru and putting up 2 mansions at 40M each...each mansion giving 200K pm at the best...thats 400K pm assuming full time occupancy. Then think about maintenance,kanjo,Riparian fears,non occupancy,difficult luo tenants etc for 20 years! Sometimes it's good to let the money work for you....sadly we don't have the 100M now. Naysayers claim you can put the 100M in sportspesa and double it overnight....but you can also lose it overnight! Just imagine what you can do with a 1M monthly income? You can rent those 200K per month serviced apartments hapo Rosdlyn Heights and be neighbors with kina Caroline Mutoko and other top end slay queens...and still have change to buy plot monthly huko Kitee! Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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Rank: User Joined: 8/15/2013 Posts: 13,237 Location: Vacuum
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Impunity wrote:ibsi wrote:Impunity wrote:Angelica _ann wrote:Impunity wrote:KulaRaha wrote:Angelica _ann wrote:maka wrote:Angelica _ann wrote:maka wrote:Tap sale... Am too high to get the info... But yes we have a tap... Kesho is another day. We will be waiting Now this is good, mbus came back for the masses, unlike previously. Underpriced, they should pay 13%+ for this tenor. They'll raise rates soon... The coupon rate remains same coz it's a tap sale. The weighted rate may go higher than 12.156 (sad) but also may go lower. So much liquidity in the market. I moved from bonds to 1 year t-bills, better compounded returns and no sales headaches. I don't think Tbills at 9% before 15% haircut is comparable to 12% net profit IFB. You will be more liquid with a monthly spreadout bills and you risk misusing the liquidity on some urembo za bure. I prefer Bonds to Bills coz of the interest rate and also ease in handling them especially rolling over. Once you buy a 20 yr bond you'll just relax and get interest semi annually and reinvest the interest and by the time the bond matures, you'll have made a fortune to make you survive. Me thought so too. Imagine placing 100M in a 20 year IFB bond coupons at 12%. This will give you monthly salo ya Kes.1M for 20 years (Yaani 4 terms as an mpig). Contrast this with buying a 20M land in kitusuru and putting up 2 mansions at 40M each...each mansion giving 200K pm at the best...thats 400K pm assuming full time occupancy. Then think about maintenance,kanjo,Riparian fears,non occupancy,difficult luo tenants etc for 20 years! Sometimes it's good to let the money work for you....sadly we don't have the 100M now. Have you factored in the capital appreciation of the 2 mansions over 40 years? If Obiero did it, Who Am I?
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