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How to tell NSE has bottomed out
Aguytrying
#5161 Posted : Thursday, July 17, 2014 9:29:46 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
@hisah. that there ^^ is the response to anyone asking.
should I buy this?
wanjiku took time, but is now full swing in the market. but I've realised there are still some gems. B.O.C, serena, bamburi. but no body wants these now, rather chase equity and hfck to the high heavens
The investor's chief problem - and even his worst enemy - is likely to be himself
Aguytrying
#5162 Posted : Thursday, July 17, 2014 6:25:36 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
A person who bought Britank (now britam) in January 2012 for 4.00 today at 22.00 would have realised at profit of 450%!!! as you invest 1 million. 2.5 years later it's turned into 5.5 million.
isn't this just unbelievable.

it got me thinking can home afrika. pull of a similar reversal. does it have a sustainable business model?? the way its beaten by the market is very similar to what Britank went through. rip of ipo, drop in profits, hammered by market. Britanks lowest point was 3.80.

tafakari hayo nduguzanguni
The investor's chief problem - and even his worst enemy - is likely to be himself
Sufficiently Philanga....thropic
#5163 Posted : Thursday, July 17, 2014 7:26:40 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Aguytrying wrote:
A person who bought Britank (now britam) in January 2012 for 4.00 today at 22.00 would have realised at profit of 450%!!! as you invest 1 million. 2.5 years later it's turned into 5.5 million.
isn't this just unbelievable.

it got me thinking can home afrika. pull of a similar reversal. does it have a sustainable business model?? the way its beaten by the market is very similar to what Britank went through. rip of ipo, drop in profits, hammered by market. Britanks lowest point was 3.80.

tafakari hayo nduguzanguni


Memories.That market correction in late 2011 was serious.Paper losses had hit the roof.There were countless threads on T/bills,bonds and plotssmile
@SufficientlyP
littledove
#5164 Posted : Saturday, July 26, 2014 8:52:18 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
http://www.businessdailyafrica.com/Opinion-and-Analysis/Banks-will-need-Sh70-billion-in-new-capital-rules/-/539548/2396452/-/item/1/-/116g06v/-/index.html
Listed banks remain the hardest hit, with their aggregate capital adequacy ratio declining to 15 per cent at the close of the first quarter compared to 20.7 per cent at the close of 2013.

There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
littledove
#5165 Posted : Saturday, July 26, 2014 8:59:34 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
littledove wrote:
http://www.businessdailyafrica.com/Opinion-and-Analysis/Banks-will-need-Sh70-billion-in-new-capital-rules/-/539548/2396452/-/item/1/-/116g06v/-/index.html
Listed banks remain the hardest hit, with their aggregate capital adequacy ratio declining to 15 per cent at the close of the first quarter compared to 20.7 per cent at the close of 2013.


apart from listed banks a massive 33 non listed banks does not meet capital adequancy requirement, will this trigger acquisitions and mergers
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
murchr
#5166 Posted : Tuesday, August 05, 2014 10:14:02 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
We crossed 5000 5/8 how long with that hold? Time will tell
"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
.
hisah
#5167 Posted : Wednesday, August 06, 2014 3:10:33 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
murchr wrote:
We crossed 5000 5/8 how long with that hold? Time will tell

Just on time for the NSE IPO...

The econ fundies (liquidity squeeze, inflation and econ slump) do not support the lofty market valuations. If MSC was still in the NSE20 index component, the gauge would be lower.

The 1yr NSE20 triangle broke lower and I expect this rebound to run out of gas in Sept-Oct 2014.

The last time the mr market ignored econ fundies was back in Q3 2010. From Q4 2013 the same symptoms showed up.

I'm bearish banks and many are at all time highs Think

** All time highs are perfect selling zones smile **

Coincidentally global stocks are also in the all time highs boat.

Perfect storm smile
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
mnandii
#5168 Posted : Wednesday, August 06, 2014 6:35:25 AM
Rank: Elder

Joined: 10/11/2006
Posts: 2,304
hisah wrote:
murchr wrote:
We crossed 5000 5/8 how long with that hold? Time will tell

Just on time for the NSE IPO...

The econ fundies (liquidity squeeze, inflation and econ slump) do not support the lofty market valuations. If MSC was still in the NSE20 index component, the gauge would be lower.

The 1yr NSE20 triangle broke lower and I expect this rebound to run out of gas in Sept-Oct 2014.

The last time the mr market ignored econ fundies was back in Q3 2010. From Q4 2013 the same symptoms showed up.

I'm bearish banks and many are at all time highs Think

** All time highs are perfect selling zones smile **

Coincidentally global stocks are also in the all time highs boat.

Perfect storm smile


A storm indeed. DOW already falling..
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
hisah
#5169 Posted : Thursday, August 07, 2014 5:25:39 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
So why has hisah been building a long term energy portfolio since 2011?

http://csis.org/story/af...a-united-states-and-oil

http://www.politico.com/...-14b-africa-109718.html

It's the scramble for energy and infrastructure just like what happened during colonialism. But this time the power shift stays in Africa since for the global econ to survive another 100yrs, Africa MUST be part of it! And Africa MUST get upgraded to 1st world level! The building of the greatest global economy is happening right now, but the continent is in disbelief as well as the rest of the planet. Hot money doesn't gamble. Its actions are deliberate...

Some veterans have boarded the KPLC bus - stockmaster, mwekezaji, deal, myself. Nani wengine? I've started with KPLC. I also mentioned Kengen, KK, cables for now. TCL is also on my radar. I'm scouting more in Africa.

Still holding Africa oil from 2011. @mainat left the bus a while back.

And so I've let out some cats from the bag...

** Because Africa is getting its biggest upgrade since industrialization, global markets will have to get discounted (sold) to raise the money **

#Funding infrastructure 101
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
murchr
#5170 Posted : Thursday, August 07, 2014 5:40:34 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Many will be left out thinking the only power/energy that is needed is that which can light a house. I've been accumulating KPLC KENGEN at every dip. KK is yet to entice me, i havent seen how it will all roll out for this counter.......acquisition maybe? Help me out here.
I am hoping that after a successful listing of the NSE, GOK will think of privatising NOCK that will be one big player given that it plays both upstream and downstream. they need money for capacity building
"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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