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Kenya Airways: Stock to watch...
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bartum
#61 Posted : Monday, November 08, 2010 4:34:39 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
My 2 cents wrote:
If I were KQs management I would declare a div of 4 bob if EPS is 6 bob. This would excite the stock alright becausd the div yield woud be a very high 9% as at todays prices.

dreams are made of this.
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ProverB
#62 Posted : Monday, November 08, 2010 4:37:59 PM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
KIRTI wrote:
KQ will earn atleast 6 bob for full year 2010/11. At the PE ratio of 12, Share price will be 72. Buy at current price @44 / 44.25.
You will never go wrong. I think before December it will go up to 60 & next year June it will go up to 72 to 80. I will sell my unproductive share like BOC & will buy KQ at current price.


i think this qualifies as a rumor! albeit backed by reasoning. smile smile
you should attach a caveat.
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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hisah
#63 Posted : Monday, November 08, 2010 4:41:16 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
The main risk to KQ is if oil prices manage to reclaim the $100/barrel by end of Dec 2010. If such a scenario plays out as the $ continues its weakness trend, that means more fuel costs for the 2H. Also a weak $ means losses against the Ksh, thus reducing ticket income for foreign routes.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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alikujia
#64 Posted : Monday, November 08, 2010 4:56:19 PM
Rank: Member

Joined: 5/27/2010
Posts: 324
Location: nrb
My 2 cents wrote:
If I were KQs management I would declare a div of 4 bob if EPS is 6 bob. This would excite the stock alright becausd the div yield woud be a very high 9% as at todays prices.

mmmmh, dreams of the shareholder. How will that help management?, when all cash is given out?
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My 2 cents
#65 Posted : Monday, November 08, 2010 5:05:25 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,090
alikujia wrote:
My 2 cents wrote:
If I were KQs management I would declare a div of 4 bob if EPS is 6 bob. This would excite the stock alright becausd the div yield woud be a very high 9% as at todays prices.

mmmmh, dreams of the shareholder. How will that help management?, when all cash is given out?


Management have a lot to gain when a company's capitalisation is enhanced. (i.e. when the shares price in their company rises)

Ask me if it not immediately evident to you why...
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ProverB
#66 Posted : Monday, November 08, 2010 5:10:57 PM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
My 2 cents wrote:
Management have a lot to gain when a company's capitalisation is enhanced. (i.e. when the shares price in their company rises)

Ask me if it not immediately evident to you why...


you are referring to Market capitalisation..not company capitalisation..

one refers to shareholders valuation of company assets and business..the latter refers to actual fundamental valuation of the company assets and business..

Market capitalisation is more a factor of perception..by investing public..the other..has to be authenticated as true and fair by auditors.
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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mwanahisa
#67 Posted : Monday, November 08, 2010 5:38:38 PM
Rank: Elder

Joined: 6/2/2008
Posts: 1,438
My 2 cents wrote:
If I were KQs management I would declare a div of 4 bob if EPS is 6 bob. This would excite the stock alright becausd the div yield woud be a very high 9% as at todays prices.


I am afraid that will NOT happen (I am tempted to say NEVER but that would be too much). At the Investor Briefing TN indicated that KQ requires to raise $250 million as deposits for the 787s it has on order from Boeing. Currently, they only have about $100 million in cash.

Considering that they will even have to take loans to finance part of the deposit, you can be sure you are most likely going to receive Kshs 1 or at best Kshs 1.50 dividend. So if you are buying KQ for the dividends, better keep off.
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VituVingiSana
#68 Posted : Monday, November 08, 2010 7:21:59 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Horton wrote:
@vvs, sija sahau jes working too hard...will do it leo

Asante!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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X13united
#69 Posted : Monday, November 08, 2010 9:48:20 PM
Rank: Member

Joined: 8/26/2010
Posts: 124
Its on monday,+66% profit increase was announced n unfortunately enough,no one is smilin at the sh44. Is it the hedge,the management or is it just u n me.or maybe its xmas. Whats not happening?
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the deal
#70 Posted : Monday, November 08, 2010 9:59:50 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
X13united wrote:
Its on monday,+66% profit increase was announced n unfortunately enough,no one is smilin at the sh44. Is it the hedge,the management or is it just u n me.or maybe its xmas. Whats not happening?


There's a thing we call Demand & Supply...if Supply is higher than demand then the share wont move cos there are more sellers than buyers...on a day before the announcement somebody placed a sale order for 550K shares its that overhang that has kept us down...hopely it was cleared today...'if a business does well the share price will follow'-Warren Buffet.
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