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Kenya Re - what gives?
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guru267
#281 Posted : Saturday, June 07, 2014 9:27:54 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
nashx wrote:
Cde Monomotapa wrote:
Ericsson wrote:
A private equity in the making in the top 10 of the following companies with great potential
CIC Insurance
Nation Media Group
KCB--Top 20 (Biggest portfolio)
Kenya Power--Top 20
NBK
EA Portland
etc


OK. The Eurobond delayed to float all the cargo. Nonetheless, we can ID CIC & NBK for capital gains this half year. The rest we know that dividend income Tuko Fiti. Well compounded. Bonuses where applicable.


Is the company above Kenya Re?


Sometimes the questions on wazua are too disappointing!
Mark 12:29
Deuteronomy 4:16
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Cde Monomotapa
#282 Posted : Sunday, June 15, 2014 11:24:58 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Hi folks.

First, it's to commend all for putting in the research and energy in getting to understand this business better. I'd say that of all stocks on the NSE, none has broadened my perspective as Kenya Re has done.

I believe that roots from its design of a 45 country, 160 insurance counterparts Operation. Taking us to Africa, Mid-East to Asia.

Now, that brings risk/reward dynamics, mostly country risk, that can be tricky - especially coming from what we have been used to i.e local & or x-border buses.

Nonetheless, I still believe O&G is a Trump Card that can improve fortunes significantly as follows: Oil and gas finds lifts western Indian Ocean prospects

As the above actualizes, I came across this article that put Kenya Re's dynamics in proper perspective. I now have greater respect for Team Kenya Re smile

To Lead, You Must Focus: We are in the right place not just at the right time but all the time [by Raymond Edwin Mabus Jr. the 75th secretary of the U.S. Navy.] http://hbr.org/2014/06/t...ead-you-must-focus/ar/1

Cheers.

Kenya Re to increase retained earnings for expansion - See more at: http://www.the-star.co.k...ion#sthash.OSaU0e4R.dpuf
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Ericsson
#283 Posted : Tuesday, June 17, 2014 9:59:46 AM
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Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Counter is now trading ex-dividend.Book closure was yesterday.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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nashx
#284 Posted : Tuesday, June 17, 2014 12:11:03 PM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
Ericsson wrote:
Counter is now trading ex-dividend.Book closure was yesterday.


I think I will add some more those prices are so attractive
Offering my personal finance knowledge for free
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Ericsson
#285 Posted : Thursday, June 26, 2014 12:43:56 PM
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Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
http://www.constructionk...reen-offices-in-nairobi/
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mulla
#286 Posted : Saturday, July 12, 2014 12:47:15 PM
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Joined: 6/15/2013
Posts: 301
Hi wazuans......any valuable comments before i dive into Kenya Re, considering its the most undervalued insurance counter in the NSE, and airport fire and westgate is behind them!!
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Tall Order
#287 Posted : Saturday, July 12, 2014 7:51:02 PM
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Joined: 5/9/2014
Posts: 130
Location: Nairobi
All I can say is that, the share price never seems to go anywhere as such? I've tracked it for 4 months with huge interest and failed to get on board. This one is for real long term, good fundamentals but no capital gains in the short term. I don't seem to understand the drag or what's a good price to jump in at.
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The optimist
#288 Posted : Saturday, July 12, 2014 9:47:35 PM
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Joined: 6/14/2010
Posts: 520
Location: Nairobi
Looks like KenyaRe is the follower as others lead. No News. Nothing!
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VituVingiSana
#289 Posted : Sunday, July 13, 2014 12:13:29 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
mulla wrote:
Hi wazuans......any valuable comments before i dive into Kenya Re, considering its the most undervalued insurance counter in the NSE, and airport fire and westgate is behind them!!
Well, have the Westgate payments been finalized? I doubt. And if Kenya gets hit with more terrorist attacks the KenRe suffers. Going from Mpeketoni to Mombasa is not that hard for the al-shabaab and friends.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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guru267
#290 Posted : Sunday, July 13, 2014 7:16:42 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Tall Order wrote:
All I can say is that, the share price never seems to go anywhere as such? I've tracked it for 4 months with huge interest and failed to get on board. This one is for real long term, good fundamentals but no capital gains in the short term. I don't seem to understand the drag or what's a good price to jump in at.


People were talking like this about Unga a few months ago..

When the price starts its rally there will be no time to get in!
Mark 12:29
Deuteronomy 4:16
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Ericsson
#291 Posted : Wednesday, July 30, 2014 5:08:00 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Kenya Re to sell the South C shops and Eldoret Muncipality parcels of land via tender notice that expires on 12 August 2014
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Wondergirl
#292 Posted : Wednesday, July 30, 2014 5:27:10 PM
Rank: Member


Joined: 9/12/2009
Posts: 312
guru267 wrote:
Tall Order wrote:
All I can say is that, the share price never seems to go anywhere as such? I've tracked it for 4 months with huge interest and failed to get on board. This one is for real long term, good fundamentals but no capital gains in the short term. I don't seem to understand the drag or what's a good price to jump in at.


People were talking like this about Unga a few months ago..

When the price starts its rally there will be no time to get in!

@ Madam guru,
Is it tool late to join the Kenya Re party? For a medium timer?
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Goldilocks Reloaded
#293 Posted : Thursday, July 31, 2014 10:28:37 AM
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Joined: 1/14/2014
Posts: 178
I was pleasantly surprised when i got the dividend cheque so staying put. Quite a good dividend yield compared to some other insurance counters which seem to have more fluidity in the market.
Go for a business that any idiot can run – because sooner or later, any idiot is probably going to run it – Peter Lynch
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heri
#294 Posted : Thursday, August 07, 2014 7:55:28 AM
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Joined: 9/14/2011
Posts: 834
Location: nairobi
I have a few shares in Kenya Re

I would like to buy more at the current prices but i wonder why it trades at such low PE compared to other insurance companies

Is it really that undervalued or are there other risks that investors see?

what are the prospects going forward? when does the mandatory ceasation of premiums stop?

Would appreciate your comments
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nashx
#295 Posted : Thursday, August 07, 2014 10:02:59 AM
Rank: Member


Joined: 2/28/2014
Posts: 188
Location: Nairobi
heri wrote:
I have a few shares in Kenya Re

I would like to buy more at the current prices but i wonder why it trades at such low PE compared to other insurance companies

Is it really that undervalued or are there other risks that investors see?

what are the prospects going forward? when does the mandatory ceasation of premiums stop?

Would appreciate your comments


I keep on buying this share based on its valuation and dividend yield....I think it is undervalued. However, I am eagerly waiting to hear what other wazuans have to say about it
Offering my personal finance knowledge for free
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babaroy
#296 Posted : Thursday, August 07, 2014 12:10:39 PM
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Joined: 12/11/2013
Posts: 63
some of the money minting projects of kenya re will come on line in 3 years time. I like the dividends, and will keep buying in small amounts
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VituVingiSana
#297 Posted : Thursday, August 07, 2014 2:08:00 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
babaroy wrote:
some of the money minting projects of kenya re will come on line in 3 years time. I like the dividends, and will keep buying in small amounts
What projects are these? More specifics, please.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mlennyma
#298 Posted : Thursday, August 07, 2014 11:40:13 PM
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Joined: 7/21/2010
Posts: 6,175
Location: nairobi
Never celebrate a company where the gvt has huge shares in their store.
"Don't let the fear of losing be greater than the excitement of winning."
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VituVingiSana
#299 Posted : Friday, August 08, 2014 12:34:28 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,055
Location: Nairobi
mlennyma wrote:
Never celebrate a company where the gvt has huge shares in their store.
Agreed! KPLC, KenGen, KQ... Anything with "Kenya" ...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Akenyan2014
#300 Posted : Friday, August 08, 2014 10:05:06 AM
Rank: Member


Joined: 5/6/2014
Posts: 268
Location: Nairobi, Kenya
VituVingiSana wrote:
mlennyma wrote:
Never celebrate a company where the gvt has huge shares in their store.
Agreed! KPLC, KenGen, KQ... Anything with "Kenya" ...


Kenya Commercial Bank?
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