wazua Thu, May 2, 2024
Welcome Guest Search | Active Topics | Log In | Register

30 Pages<1234>»
Kenya Re - what gives?
Options
Previous Topic · Next Topic
mwekez@ji
#21 Posted : Tuesday, November 05, 2013 2:20:24 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Ericsson wrote:
The counter is now beginning to behave appropriately.
Should return back to ksh.17+++
Back to top
 Report Abusive | Report SPAM
Cde Monomotapa
#22 Posted : Tuesday, November 05, 2013 3:43:37 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Great show today. Let's see if it'll be sustained.
Back to top
 Report Abusive | Report SPAM
Ericsson
#23 Posted : Tuesday, November 05, 2013 3:55:51 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
And plus the counter holds huge portfolio chunks in NMG,KCB and Barclays Bank kenya
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
Cde Monomotapa
#24 Posted : Tuesday, November 05, 2013 4:02:44 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
^Also, 20.73% of; ZEP-RE (PTA Reinsurance Company) is a regional organisation charged with the task of promoting trade, development and integration within the COMESA region through trade of insurance and reinsurance business http://www.zep-re.com/in...-04-17-17-33-16/overview
Back to top
 Report Abusive | Report SPAM
Cde Monomotapa
#25 Posted : Wednesday, November 06, 2013 1:06:01 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Bid structure forming up well. Let's see...
Back to top
 Report Abusive | Report SPAM
Ericsson
#26 Posted : Wednesday, November 06, 2013 2:48:27 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Kenya Re is number 18 in Kenya Power top 20 shareholder's list with a 0.255% stake.
NSSF is at number 2 with a cumulative stake of 21.578%
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
Mukiri
#27 Posted : Wednesday, November 06, 2013 3:01:33 PM
Rank: Elder


Joined: 7/11/2012
Posts: 5,222
Airport fire and westgate mall?

Proverbs 19:21
Back to top
 Report Abusive | Report SPAM
murchr
#28 Posted : Wednesday, November 06, 2013 3:30:37 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
Ericsson wrote:
Kenya Re is number 18 in Kenya Power top 20 shareholder's list with a 0.255% stake.
NSSF is at number 2 with a cumulative stake of 21.578%


Would you know what the % of Wanjiku holding this share is?
"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
.
Back to top
 Report Abusive | Report SPAM
Cde Monomotapa
#29 Posted : Wednesday, November 06, 2013 6:58:42 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Mukiri wrote:
Airport fire and westgate mall?


Tutajua mbele smile more about JKIA than Westgate. As it can be seen here, we're looking for an out-perfomance on the investment income side.

Also, re-insurance is 2nd line defense. Taking the chance, let's see.
Back to top
 Report Abusive | Report SPAM
Pesa Nane
#30 Posted : Wednesday, November 06, 2013 10:35:38 PM
Rank: Elder


Joined: 5/25/2012
Posts: 4,105
Location: 08c
murchr wrote:
Would you know what the % of Wanjiku holding this share is?


Kenya-Re Shareholding as at Sept. 2013
Foreign shareholding = 20,865,001 shares = 2.98%
Local Individual = 106,182,045 shares = 15.17%
Local Institutions = 572,902,022 = 81.85%

TOTAL = 699,949,068 shares = 100%
Pesa Nane plans to be shilingi when he grows up.
Back to top
 Report Abusive | Report SPAM
murchr
#31 Posted : Thursday, November 07, 2013 7:14:34 AM
Rank: Elder


Joined: 2/26/2012
Posts: 15,979
Pesa Nane wrote:
murchr wrote:
Would you know what the % of Wanjiku holding this share is?


Kenya-Re Shareholding as at Sept. 2013
Foreign shareholding = 20,865,001 shares = 2.98%
Local Individual = 106,182,045 shares = 15.17%
Local Institutions = 572,902,022 = 81.85%

TOTAL = 699,949,068 shares = 100%


Asante
"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
.
Back to top
 Report Abusive | Report SPAM
Ericsson
#32 Posted : Thursday, November 07, 2013 1:12:17 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
guru267
#33 Posted : Thursday, November 07, 2013 2:06:21 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Ericsson wrote:
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land


Kenya Re doesn't really benefit from change in share prices in terms of EPS...

The rising portfolio only affects NAV here due to their accounting style!
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
Cde Monomotapa
#34 Posted : Thursday, November 07, 2013 2:15:59 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
guru267 wrote:
Ericsson wrote:
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land


Kenya Re doesn't really benefit from change in share prices in terms of EPS...

The rising portfolio only affects NAV here due to their accounting style!


So we've bought into a 'unit trust' whose quoted price is lagging its under-lying investments?? Hallelujah!
Back to top
 Report Abusive | Report SPAM
guru267
#35 Posted : Thursday, November 07, 2013 3:06:36 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Cde Monomotapa wrote:
guru267 wrote:
Ericsson wrote:
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land


Kenya Re doesn't really benefit from change in share prices in terms of EPS...

The rising portfolio only affects NAV here due to their accounting style!


So we've bought into a 'unit trust' whose quoted price is lagging its under-lying investments?? Hallelujah!


Big opportunity here...
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
Cde Monomotapa
#36 Posted : Thursday, November 07, 2013 6:45:36 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
OK. This should also provide for a good read on the outlook for re/insurance in Africa. V/Interesting: ZEP-RE Africa Outlook Brochure http://issuu.com/outlook...outlook_zep-re_brochure

What caught my eye after Takaful insurance, is the emergence of infrastructure insurance. Extrapolating that Africa wide and we're talking tons of opportunity indeed.
Back to top
 Report Abusive | Report SPAM | Edit by user: Thursday, November 07, 2013 7:25 PM | Reason: Not specified
Ericsson
#37 Posted : Friday, November 08, 2013 10:46:56 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
Kenya Re is also in the top ten shareholders list of CIC Insurance group
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
VituVingiSana
#38 Posted : Friday, November 08, 2013 11:16:56 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,056
Location: Nairobi
Ericsson wrote:
Kenya Re is also in the top ten shareholders list of CIC Insurance group
They should sell out.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
Ericsson
#39 Posted : Friday, November 08, 2013 11:19:49 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
@VituVingiSana;The stake/number of shares is not that significant as the majority of the stake is held by the saccos.
I don't see the reason to sell out as CIC is the only insurance company that makes underwriting profit
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
 Report Abusive | Report SPAM
Cde Monomotapa
#40 Posted : Friday, November 08, 2013 11:22:09 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Tunasema @Ericsson ni mtu wa maana sana! Cheers man..
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest
30 Pages<1234>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2024 Wazua.co.ke. All Rights Reserved.