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How to tell NSE has bottomed out
Rank: Elder Joined: 7/11/2010 Posts: 5,040
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guru267 wrote:Aguytrying wrote:guru267 wrote:As the market goes haywire my safe bets (Kenya re & Kengen) are pulling slow movements up  Although incase it all comes crashing down these "safe" bets will definitely hold their own and cushion me from the fall  I like kenya re. I was geting tempted at 10.50-11.00. but after seeing it at <10.00 last year i decided to wait (which i know aint wise-but im not desparate) i know getting back to sub 10.00 is unlikely. Im into Kenya re because of the low valuation but beware because Kenya re does not record share price movements of its NSE holdings on its P&L but only does so on the balance sheet! Only the insurance business & investment income are allowed on its P&L so i expect a modest 20% increase in 2012 EPS to 3.30 with a DPS of 0.5 and probably a 1:7bonus issue... Not bad if you asked me! You think they'll declare another bonus? that would be interesting! The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Someone pls explain this Quote:§ We further note that KEGC is operating at 75.6Million/MW of installed capacity against a sector median of 157Million/Mw installed capacity. Other market based multiples support our argument for undervaluation. EV/EBITDA of 10.6x vs. 12x industry average, P/E of 8.8x vs. 12.8x and a P/B of 0.43x vs. 0.56x (regressed sector multiple). "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: Chief Joined: 8/4/2010 Posts: 8,977
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whizdom wrote:Quote:EABL finished with turnover of 292M with VWAP @292 and a million shares traded. BAT VWAP @524 with turnover of 152M. Mpesa bank and KCB close in behind on turnover. What is the reason for the crazy rise in the prices? And is it too late to get in? I don't think it's a smart move to try and enter a place when there's a stampede! Go to the reasonable gates instead.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Aguytrying wrote:Just watched citizen news, the euphoria is sifting through the air. Analysts explaining why the market is rallying. I wont be surprised if wanjikus are netted. Im cautious. time will tell. These experts are out and explaining logic for those lofty P/Es and why they make sense. Yes, Wanjikus will soon get skinned again...$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/23/2009 Posts: 1,626
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hisah wrote:Aguytrying wrote:Just watched citizen news, the euphoria is sifting through the air. Analysts explaining why the market is rallying. I wont be surprised if wanjikus are netted. Im cautious. time will tell. These experts are out and explaining logic for those lofty P/Es and why they make sense. Yes, Wanjikus will soon get skinned again... I find election years and financial crimes follow each other in Kenya. Uncertainty is certain.Let go
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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KCB can only be over-puffed @ 60.
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Rank: Hello Joined: 1/9/2013 Posts: 3
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hisah wrote:whizdom wrote:Quote:EABL finished with turnover of 292M with VWAP @292 and a million shares traded. BAT VWAP @524 with turnover of 152M. Mpesa bank and KCB close in behind on turnover. What is the reason for the crazy rise in the prices? And is it too late to get in? I don't think it's a smart move to try and enter a place when there's a stampede! Go to the reasonable gates instead. Noted. Thanks.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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EABL turnover is already at 159M just an hour into trading... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Cde Monomotapa wrote:KCB can only be over-puffed @ 60. I want to see how it deals with 40/- $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/23/2010 Posts: 2,225 Location: Sundowner,Amboseli
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Cde Monomotapa wrote:KCB can only be over-puffed @ 60. Nope. 75 @SufficientlyP
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