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WPP Scangroup FY17

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Pesa Nane		#11 Posted : Friday, April 27, 2018 5:11:47 PM
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c		VituVingiSana wrote: ScanGroup keeps on bulking up and it has become a regional (not just Kenyan) and possibly and African powerhouse. That said, is it "investable" [returns] based on the current price? That's the question I struggle with... The PER seems expensive but am I missing something? Buying buying and more buying but effects not reflecting, not even on the revenue! Pesa Nane plans to be shilingi when he grows up.
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Ericsson		#12 Posted : Saturday, April 28, 2018 9:46:40 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI		Pesa Nane wrote: VituVingiSana wrote: ScanGroup keeps on bulking up and it has become a regional (not just Kenyan) and possibly and African powerhouse. That said, is it "investable" [returns] based on the current price? That's the question I struggle with... The PER seems expensive but am I missing something? Buying buying and more buying but effects not reflecting, not even on the revenue! The buying and buying has been a way of WPP increasing its stake and squeezing out minority shareholders Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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VituVingiSana		#13 Posted : Saturday, April 28, 2018 10:09:20 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi		Pesa Nane wrote: VituVingiSana wrote: ScanGroup keeps on bulking up and it has become a regional (not just Kenyan) and possibly and African powerhouse. That said, is it "investable" [returns] based on the current price? That's the question I struggle with... The PER seems expensive but am I missing something? Buying buying and more buying but effects not reflecting, not even on the revenue! I still have some shares from the teeny allocation during the IPO but my net cost is zero coz I sold some when prices jumped. I like the story of growth of a local firm though a lot of the growth has come from acquisitions using shares rather than internal growth. WPP has been increasing its stake by selling its subsidiaries to Scan. What % does BT still own? Anyway, I will watch it but I have no plans of buying more in the near future. There are more attractive firms at good prices. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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Pesa Nane		#14 Posted : Wednesday, May 23, 2018 1:33:37 PM
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c		Quote: WPP Scangroup Proposes to acquire an additional 10.0% stake in Kantar TNS WPP Scangroup announced its intention to acquire an additional 10.0% of the shares in Kantar TNS owned by International Research and Marketing Group Holdings Limited (IRMGH). This will see the advertising company acquire an 80.0% stake in Kantar TNS. The consideration for the purchase will be in cash DBIB Research Pesa Nane plans to be shilingi when he grows up.
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Wondergirl		#15 Posted : Wednesday, May 23, 2018 1:37:11 PM
Rank: Member Joined: 9/12/2009 Posts: 312		VituVingiSana wrote: Pesa Nane wrote: VituVingiSana wrote: ScanGroup keeps on bulking up and it has become a regional (not just Kenyan) and possibly and African powerhouse. That said, is it "investable" [returns] based on the current price? That's the question I struggle with... The PER seems expensive but am I missing something? Buying buying and more buying but effects not reflecting, not even on the revenue! I still have some shares from the teeny allocation during the IPO but my net cost is zero coz I sold some when prices jumped. I like the story of growth of a local firm though a lot of the growth has come from acquisitions using shares rather than internal growth. WPP has been increasing its stake by selling its subsidiaries to Scan. What % does BT still own? Anyway, I will watch it but I have no plans of buying more in the near future. There are more attractive firms at good prices. @very many things, please do tel..."here are more attractive firms at good prices.[/quote]". and not Kenol I have it in my portifolio..
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Ebenyo		#16 Posted : Wednesday, May 23, 2018 3:07:55 PM
Rank: Veteran Joined: 4/4/2016 Posts: 2,016 Location: Kitale		VituVingiSana wrote: obiero wrote: VituVingiSana wrote: ScanGroup keeps on bulking up and it has become a regional (not just Kenyan) and possibly and African powerhouse. That said, is it "investable" [returns] based on the current price? That's the question I struggle with... The PER seems expensive but am I missing something? The problem with ad agencies is that it falls under creative arts hence ascertaining economic value of the entity largely depends on knowledge of the creative capacity of the ad agency noting that massive talent shifts have previously led to collapse of well established companies. This one is not for the faint hearted Yes, if BT can keep the talent (& connections) on-board then it makes sense. Anyway, I did buy some scan back in the day but with other opportunities at lower PEs and which seem less risky, I'll stick with others BUT I will keep an eye on Scan. I also plan to remove two stocks from my portfolio next year.I will keep an eye on this one and TPSEA for possible replacement. Towards the goal of financial freedom
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VituVingiSana		#17 Posted : Thursday, May 24, 2018 12:10:23 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi		Wondergirl wrote: VituVingiSana wrote: Pesa Nane wrote: VituVingiSana wrote: ScanGroup keeps on bulking up and it has become a regional (not just Kenyan) and possibly and African powerhouse. That said, is it "investable" [returns] based on the current price? That's the question I struggle with... The PER seems expensive but am I missing something? Buying buying and more buying but effects not reflecting, not even on the revenue! I still have some shares from the teeny allocation during the IPO but my net cost is zero coz I sold some when prices jumped. I like the story of growth of a local firm though a lot of the growth has come from acquisitions using shares rather than internal growth. WPP has been increasing its stake by selling its subsidiaries to Scan. What % does BT still own? Anyway, I will watch it but I have no plans of buying more in the near future. There are more attractive firms at good prices. @very many things, please do tel..."here are more attractive firms at good prices. ". and not Kenol I have it in my portifolio..[/quote] Of course KK Equity Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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Mike Ock		#18 Posted : Thursday, May 24, 2018 3:22:31 AM
Rank: Member Joined: 1/22/2015 Posts: 682		Pesa Nane wrote: Quote: Scangroup inks ads partnership with Google Marketing communications firm WPP Scangroup has partnered with Google Africa to roll out a digital advertising solution that will serve its clients across the continent. In a joint statement, the two firms on Thursday said the solution dubbed “Doubleclick suite”, will enable the agency purchase and sell advertisement space in real time, and simplify advertising campaign management from media planning to reporting. The Nairobi Securities Exchange (NSE) - listed firm chief executive Bharat Thakrar said they are confident that the partnership will cement the agency’s top position in the region. “With more than 80 per cent digital media in the US and 60 per cent in the UK sold programmatically in 2017, and a renewed focus by advertisers on media efficiency, brand safety and ‘viewability’, we are confident that this partnership will cement WPP Scangroup’s position as a leading digital media house in the region,” said Mr Thakrar. Google Kenya’s country manager Charles Murito said the partnership will re-define how media is planned and bought in the region. Useless move. There is no need for real time buying in Kenya and there will not be until e-commerce kicks off properly. For now there is not much competition for programmatic ads so you can just buy through the normal Adsense and DoubleClick and you'll get the results you need
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