wazua Thu, Mar 19, 2026
Welcome Guest Search | Active Topics | Log In

569 Pages«<510511512513514>»
How to tell NSE has bottomed out
Sufficiently Philanga....thropic
#5111 Posted : Friday, June 27, 2014 10:15:32 AM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
VituVingiSana wrote:
hisah wrote:
@vvs - That response is uncalled for "kwani ni wazazi wako?' Stick to the issue.

My opinion was WB & its sister IMF tend to always over estimate year in year out when conducting economic analysis of any country. Since westgate, agri and industrial slump in Q4 2014, it was evident their lofty GDP estimate (as well as gok) was an over estimate just to charge the eurobond issue.
Laughing out loudly Laughing out loudly Laughing out loudly I meant it in a 'hilarious' manner... What I mean is they owe us nothing. When they conduct these 'surveys' or 'assessments' there are a lot of variables. And we do not pay for it so there are no refunds. The after-effects of Westgate [& subsequent mayhem] cannot be accurately forecast due to 'lag' ... When the GFC hit, Kenya thought it had escaped but we were hit in 2009 extending into 2010. The long-term effects of PEV were felt later in the year & then with poor harvests leading into 2009. We may still have IDPs.

Thanks @Vitus for the clarification.
@SufficientlyP
Aguytrying
#5112 Posted : Friday, June 27, 2014 2:24:17 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Sufficiently Philanga....thropic wrote:
VituVingiSana wrote:
hisah wrote:
@vvs - That response is uncalled for "kwani ni wazazi wako?' Stick to the issue.

My opinion was WB & its sister IMF tend to always over estimate year in year out when conducting economic analysis of any country. Since westgate, agri and industrial slump in Q4 2014, it was evident their lofty GDP estimate (as well as gok) was an over estimate just to charge the eurobond issue.
Laughing out loudly Laughing out loudly Laughing out loudly I meant it in a 'hilarious' manner... What I mean is they owe us nothing. When they conduct these 'surveys' or 'assessments' there are a lot of variables. And we do not pay for it so there are no refunds. The after-effects of Westgate [& subsequent mayhem] cannot be accurately forecast due to 'lag' ... When the GFC hit, Kenya thought it had escaped but we were hit in 2009 extending into 2010. The long-term effects of PEV were felt later in the year & then with poor harvests leading into 2009. We may still have IDPs.

Thanks @Vitus for the clarification.


I was almost thought QW hacked into VVS's account
The investor's chief problem - and even his worst enemy - is likely to be himself
murchr
#5113 Posted : Friday, June 27, 2014 5:56:48 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over
"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
.
Aguytrying
#5114 Posted : Friday, June 27, 2014 9:27:49 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
murchr wrote:
wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over


the battlelines in the cement sector are forming. I'm I the only one paying attention?

bamburi's principal shareholder merges with holcim to for worlds largest cement company.

dangote cement eyeing entry into kenyan market.

eapcc associated with dangote takeover and wars between gava and la farge most likely about this

arm expanding capacity aggressively in recent past, has high debt

small players grabbing market share from the leaders.

The investor's chief problem - and even his worst enemy - is likely to be himself
whiteowl
#5115 Posted : Friday, June 27, 2014 10:03:52 PM
Rank: Veteran

Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
Aguytrying wrote:
murchr wrote:
wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over


the battlelines in the cement sector are forming. I'm I the only one paying attention?

bamburi's principal shareholder merges with holcim to for worlds largest cement company.

dangote cement eyeing entry into kenyan market.

eapcc associated with dangote takeover and wars between gava and la farge most likely about this

arm expanding capacity aggressively in recent past, has high debt

small players grabbing market share from the leaders.



I guess the upcoming infrastructure projects are fueling the fight.
whiteowl
#5116 Posted : Friday, June 27, 2014 10:04:05 PM
Rank: Veteran

Joined: 4/16/2014
Posts: 1,420
Location: Bohemian Grove
Aguytrying wrote:
murchr wrote:
wSame here @aguy, i was beginning to believe that indeed aliens exist, and they had taken over


the battlelines in the cement sector are forming. I'm I the only one paying attention?

bamburi's principal shareholder merges with holcim to for worlds largest cement company.

dangote cement eyeing entry into kenyan market.

eapcc associated with dangote takeover and wars between gava and la farge most likely about this

arm expanding capacity aggressively in recent past, has high debt

small players grabbing market share from the leaders.



I guess the upcoming infrastructure projects are fueling the fight.
cnn
#5117 Posted : Monday, June 30, 2014 3:49:22 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
We have got to the half year point,and on the day,BAT at 673,Equity touching 47,KCB at 52 HF at 44,the market pointing higher.It is was a year i would have been content with a 15% return from my holdings after the stellar run in 2012 and 2013,that target has been well eclipsed.
I remember the bear talk as early as February and several talking of stepping out,i wonder if there are regrets.
The bear will have its day...and no one knows when,for now let the music play on.
Kagame
#5118 Posted : Monday, June 30, 2014 4:03:05 PM
Rank: New-farer

Joined: 4/1/2014
Posts: 47
@hisah.big on bear.u still off banks.
georgegop
#5119 Posted : Monday, June 30, 2014 4:13:48 PM
Rank: Member

Joined: 8/30/2010
Posts: 183
Location: Migingo
@CNN what target price do u have for both KCB and Equity?
Don't Work for Money, Let Money Work for You..
murchr
#5120 Posted : Monday, June 30, 2014 4:58:09 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
cnn wrote:
We have got to the half year point,and on the day,BAT at 673,Equity touching 47,KCB at 52 HF at 44,the market pointing higher.It is was a year i would have been content with a 15% return from my holdings after the stellar run in 2012 and 2013,that target has been well eclipsed.
I remember the bear talk as early as February and several talking of stepping out,i wonder if there are regrets.
The bear will have its day...and no one knows when,for now let the music play on.


Whats driving BAT? Madness
"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
.
569 Pages«<510511512513514>»
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.