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Dagong downgrades KE - outlook negative
hisah
#1 Posted : Thursday, December 08, 2011 6:56:57 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Well, I've been busy reviewing euroland sovereign debt bombs for 2012 trading strategy, until I came across this KE credit rating and I got a brick slammed in my face aka a sobering moment.

Well the chings are worried about KE econ and its solvency by 2013. They also point out the massive KES devaluation, one of the largest currency runs in 2011. I wonder what would happen if one debt troubled euroland nation would experience such a devaluation. Clearly KE econ is rock bottom, cannot crash land.

For those calling for KE to float a eurobond, with such a credit rating, gok would pay dearly due to steep interest rates. At some point gok will experience funding issues both locally & externally - goodluck. This is why I want to see the gimmicks in the June 2012 budget and I hope a new Fin minister will be in place then; the current is asleep with hague nightmares & election dreamland...

Cheresem was quoted in an interesting article about cbk in yesterday's daily nation.
I continue to ask will cbk print the USD?


http://www.dagongcredit....50&table=web_e_zxzx

Update - Daily nation article - http://www.nation.co.ke/...68/-/v8kmya/-/index.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#2 Posted : Thursday, December 08, 2011 7:12:20 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Rain is indeed a big deal in this economy smile
hisah
#3 Posted : Thursday, December 08, 2011 7:16:34 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
Rain is indeed a big deal in this economy smile

In that case cbk can either print the rain or hire rainmakers!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#4 Posted : Thursday, December 08, 2011 7:20:10 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Welcome back btw.
erifloss
#5 Posted : Thursday, December 08, 2011 9:19:25 AM
Rank: Member


Joined: 6/21/2010
Posts: 514
Location: Nairobi
And the same chings are the ones making crazy cash from us and giving us loans through Exim bank and whatever other bank of theirs. China will be worse than the West or rather is becoming worse than the West.
'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
stocksmaster
#6 Posted : Wednesday, December 14, 2011 9:33:37 AM
Rank: Member


Joined: 9/26/2006
Posts: 403
Location: CENTRAL PROVINCE
hisah wrote:
Cde Monomotapa wrote:
Rain is indeed a big deal in this economy smile

In that case cbk can either print the rain or hire rainmakers!


Laughing out loudly
QW25081985
#7 Posted : Wednesday, December 14, 2011 9:35:48 AM
Rank: User


Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
who cares what they say ???? look at the charts ..i am nowadays very skeptical of this analysts ...
hisah
#8 Posted : Wednesday, December 14, 2011 9:53:35 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
QW25081985 wrote:
who cares what they say ???? look at the charts ..i am nowadays very skeptical of this analysts ...

I like your attitude. We will see who holds the gunpowder... You can't bite the hand that feeds you!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
KulaRaha
#9 Posted : Wednesday, December 14, 2011 10:27:39 AM
Rank: Elder


Joined: 7/26/2007
Posts: 6,514
Interesting. When the "analysts" were telling us we were sitting on a time bomb, and that CBK should not have cut rates early this year, we said the same things.

Today we're all poorer than we were in January, and looks like we might still get more poorer before stabilizing.

A closed mind is like a closed book; just a block of wood.
Business opportunities are like buses,there's always another one coming
StatMeister
#10 Posted : Wednesday, December 14, 2011 10:48:15 AM
Rank: Veteran


Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
[quote=hisah]Well, I've been busy reviewing euroland sovereign debt bombs for 2012 trading strategy, until I came across this KE credit rating and I got a brick slammed in my face aka a sobering moment.

Well the chings are worried about KE econ and its solvency by 2013. They also point out the massive KES devaluation, one of the largest currency runs in 2011. I wonder what would happen if one debt troubled euroland nation would experience such a devaluation. Clearly KE econ is rock bottom, cannot crash land.

For those calling for KE to float a eurobond, with such a credit rating, gok would pay dearly due to steep interest rates. At some point gok will experience funding issues both locally & externally - goodluck. This is why I want to see the gimmicks in the June 2012 budget and I hope a new Fin minister will be in place then; the current is asleep with hague nightmares & election dreamland...

Cheresem was quoted in an interesting article about cbk in yesterday's daily nation.
I continue to ask will cbk print the USD?


http://www.dagongcredit....50&table=web_e_zxzx

Update - Daily nation article - http://www.nation.co.ke/...8/-/v8kmya/-/index.html[/quote]

@hisah, hope you saw cbk's attempt to propel us back to stone age, basically they were planning on monopolizing borrowing to fund a huge deficit especiallyahead in the face of reduced taxes (q1) and the damn war. My opinion, rough waters
A bad day fishing is better than a good day at work
hisah
#11 Posted : Thursday, December 15, 2011 8:44:52 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
KulaRaha wrote:
Interesting. When the "analysts" were telling us we were sitting on a time bomb, and that CBK should not have cut rates early this year, we said the same things.

Today we're all poorer than we were in January, and looks like we might still get more poorer before stabilizing.

A closed mind is like a closed book; just a block of wood.

This is what I said back in Feb 2011 when CBR was cut and went against the main opinion and stated the reversal of NSE. I got a lot of kicking and bank stock bulls gored really hard Sad smile

http://www.wazua.co.ke/f...amp;m=149655#post149655
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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