wazua Mon, Mar 30, 2026
Welcome Guest Search | Active Topics | Log In

2 Pages<12
Nation Media Group HY 2011 results
erifloss
#11 Posted : Tuesday, August 02, 2011 11:20:55 PM
Rank: Member

Joined: 6/21/2010
Posts: 514
Location: Nairobi
A good performance as it is during a high inflationary period when most companies apart from our kawaida one (safcom) reduce their advertising expenditure significantly. Many small advert agencies are having it rough in this economic environment.
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
Gordon Gekko
#12 Posted : Wednesday, August 03, 2011 8:40:17 AM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
Cde Monomotapa wrote:
Allow me draw a co-relation in that if NMG experienced such sterling growth in digital media, then Scan, the media agent, through Squad Digital must be doing well too!!


I would like to see the segment reporting. But then again IFRS says that if a segment brings in less than 10% it doesn't get reported. Also companies have no obligation to report segments in their quarterly/half year reports, unless the directors mention it in their notes.
Cde Monomotapa
#13 Posted : Wednesday, August 03, 2011 8:59:52 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
The only issue with Scan its seems too pricey Sad
mlennyma
#14 Posted : Wednesday, August 03, 2011 9:05:11 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Two different worlds,standard group drowning nation media shinning?nation can buy out standard no wonder ktn is the only journalists training school.
"Don't let the fear of losing be greater than the excitement of winning."
mlennyma
#15 Posted : Wednesday, August 03, 2011 9:09:16 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
@cde true scan is too expensive fundamentally but its future prospects just defies fundamentals.
"Don't let the fear of losing be greater than the excitement of winning."
Cde Monomotapa
#16 Posted : Wednesday, August 03, 2011 9:12:39 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
mlennyma wrote:
Two different worlds,standard group drowning nation media shinning?nation can buy out standard no wonder ktn is the only journalists training school.

I concur..SNG has lacked shareholder reward for all the years i've been in this NSE biz and they still don't appear willing!!
Cde Monomotapa
#17 Posted : Wednesday, August 03, 2011 9:18:18 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
mlennyma wrote:
@cde true scan is too expensive fundamentally but its future prospects just defies fundamentals.

No love loss though...made my 160%+ and a couple dividends to boot smile I testify Scan is a rewarding company and with WPP Group (The mother of most global agencies) as no.1 share-holder...that gaurantees Scan a pipeline of serious clients.
Cde Monomotapa
#18 Posted : Wednesday, August 03, 2011 9:22:26 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Scan being the most dominant Media Agent means that they r the bulk feeder of the Media Owners (Radio,NMG,CITIZEN,SNG e.t.c). Always keep that in mind.
the deal
#19 Posted : Wednesday, August 03, 2011 9:43:04 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
My thoughts on NMG coming up here http://www.contrarianinvestingkenya.info
the deal
#20 Posted : Wednesday, August 03, 2011 12:56:50 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Nation Media Group (NMG) is a blue chip and this set of results confirms that, turnover increased by 15% to stand at Sh5.1 Billion, PBT cracked the Sh1 Billion mark; net profit margins improved by 2% to stand at a healthy 14.5%, despite management being pessimistic about 2H due to high inflation, drought and depreciating regional currencies I believe the 2H will be stronger than the 1H reasons being the company plans to launch a new radio station in Rwanda, I expect NTV Kenya to tape in more eye balls due to interactive programmes such as PM Live and increased local content, Nation Digital can only grow due to innovative products such as the Nation Electronic Paper and Nation mobile.

Read More here http://www.contrarianinv...illion-our-analysis.html
2 Pages<12
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.

Copyright © 2026 Wazua.co.ke. All Rights Reserved.