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How to tell NSE has bottomed out
Rank: Elder Joined: 2/26/2012 Posts: 15,980
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@Aguy, you're expecting too much "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: Veteran Joined: 11/21/2006 Posts: 1,590
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Thanks to you Hisah, I consider my AOI investment to have been one of the best in the last few years. It was a perfect buy low,sell high execution. KPLC/KenGen, the longhand of GoK will keep me away. Kibaki was a visionary and if his Vision2030 is followed to the letter, will be the founding father of the 2nd repulic of Kenya. The dynamic duo are intellectual dwarfs who will struggle... hisah wrote: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 Sehemu ndio nyumba
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Rank: Elder Joined: 7/11/2012 Posts: 5,222
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Aguytrying wrote:@mukiri. research what he says and come to your own decision, own the idea to be able to hang on even when it no longer makes sense Even @Hisah repeatedly says that. Its the same message I'm reiterating to others, having learnt the hard way.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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littledove wrote:littledove wrote:murchr wrote:DBLyon wrote:murchr wrote:We crossed 5000 5/8 how long with that hold? Time will tell Maybe we need a new thread - How to tell NSE is boiling over.  There's one named Madness at the NSE Wk close above 5000 but signs of weakness. @Mweke any numbers on foreign participation? ' data from CMA show foreigners cumulatively held 28.03% of listed stocks as at June 30 nearing levels last seen in 2004 of 29.8% ' Someone wrote about it http://www.the-star.co.k...-more-stake-listed-firms"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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This CGT is a spanner in the works. And since it was one of those ECF IMF conditions, it'll be implemented. The two hot markets (real estate and equities) are the target. Hot money dislikes tax regimes. If CGT is implemented harshly like that senator keg tax, a proper correction will hit both markets. http://mobile.nation.co....-/11wegbrz/-/index.html
*hot money capital flight will ruin my bottom call...!* Does NSE have circuit breakers for cooling extended quickfire sales? Putin ordered russian equity market closure for 2 weeks during the GFC madness so that the market could regain its head... What timing this CGT just as we head into the turbulent Sept - Nov period with a hobbling econ. A shakeout is definitely on the cards globally so the correction might squeeze NSE harder. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 4/16/2014 Posts: 1,420 Location: Bohemian Grove
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hisah wrote:This CGT is a spanner in the works. And since it was one of those ECF IMF conditions, it'll be implemented. The two hot markets (real estate and equities) are the target. Hot money dislikes tax regimes. If CGT is implemented harshly like that senator keg tax, a proper correction will hit both markets. http://mobile.nation.co....-/11wegbrz/-/index.html
*hot money capital flight will ruin my bottom call...!* Does NSE have circuit breakers for cooling extended quickfire sales? Putin ordered russian equity market closure for 2 weeks during the GFC madness so that the market could regain its head... What timing this CGT just as we head into the turbulent Sept - Nov period with a hobbling econ. A shakeout is definitely on the cards globally so the correction might squeeze NSE harder. one CGT hits equities, we'll have to relive this thread all over again.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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In the headlinesthe Star wrote:Fusion Group has disclosed plans to exit one of its private equity investments via the Nairobi Securities Exchange, in what will be its first exit through a public offering.
The hybrid fund management and private equity firm is to exit its 45 per cent stake in GAL Baking Services Ltd, a bakery operating out of Nairobi, by listing on the Growth Enterprise Market Segment on the NSE. The Sharks can smell blood in the water. the Star wrote:Tea companies and smallholder farmers face big shocks in earnings decline owing to lower prices, according to researchers at the Economist Intelligence Unit. The cash crop has been Kenya's biggest export earner but price depression and a drop in overall production will impact negatively on farmers and investors in tea-growing companies. "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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murchr wrote:In the headlinesthe Star wrote:Fusion Group has disclosed plans to exit one of its private equity investments via the Nairobi Securities Exchange, in what will be its first exit through a public offering.
The hybrid fund management and private equity firm is to exit its 45 per cent stake in GAL Baking Services Ltd, a bakery operating out of Nairobi, by listing on the Growth Enterprise Market Segment on the NSE. The Sharks can smell blood in the water. The Star wrote:Tea companies and smallholder farmers face big shocks in earnings decline owing to lower prices, according to researchers at the Economist Intelligence Unit. The cash crop has been Kenya's biggest export earner but price depression and a drop in overall production will impact negatively on farmers and investors in tea-growing companies. IPOs are mostly exits. Quite interesting the PE prefers an IPO than finding a strategic investor(s) to buy their stake. I pity wanjiku...
KES weak, inflation above target, tbill rates high, econ slump but mr market insists on taking out NSE20 5,000pts level. Mr market has decided macroeconomics don't matter! 
KE's USD revenues are facing headwinds all year long and nobody sees this?!$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 7/17/2011 Posts: 627 Location: Mbui-Nzau, Kikumbulyu
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murchr wrote:wanyee wrote:KORCH will stagnate at 21 bob.. WHY? Its already up 186%  Korch ...zooming now at 15 bob.. it will plateau at 21 possibly
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Rank: Member Joined: 7/17/2011 Posts: 627 Location: Mbui-Nzau, Kikumbulyu
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at 20 bob KORCH...an acquisition is in the offing ..this one will de-list
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