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Thoughts on TPS Serena
Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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bubethi wrote:Kausha wrote:biddii wrote:Hi Members,
What are thoughts on TPS Serena? Good Investment?
NAV of 55 against market price of 35/-. I know tourism is a tough industry at the moment but hits in Mombasa should be compensated by increase in Tz business. Also a weaker shilling should reflect better on the bottom line.
Thoughts welcome
Simmilar problems undoing KQ here. I would wait for higher travel numbers before doing something about it. The ground will shift positively for KQ in the years to come - say after 2018, why? 1. The Greenfields Terminal will attract transit passengers this way. As it is, the new small Terminal 1-A is already diverting pax to JKIA from other regional ports. 2. The American's venture into shale oil will continue to see the oil prices heading South or otherwise cut the OPEC gluttony 3. The Mawingu Project will have come of age Nothing on this... possunt quia posse videntur
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Rank: Member Joined: 11/7/2013 Posts: 127 Location: Nairobi, Kenya
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Just seen a tweet stating TPS SERENA has given a profit warning. Good entry point in the near future? Still believe the firm has good prospects going forward! I went into the (Ferry) industry knowing the same thing I knew with all other businesses I went into- Nothing. Then I built it from there. - Sheldon Adelson (Titans at the Table- Giants of Macau)
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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http://mobile.reuters.co...N0VR06Z20150217?irpc=932"Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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mlennyma wrote:http://mobile.reuters.com/article/idUSL5N0VR06Z20150217?irpc=932 interesting how this one was trading 2 million shares last week and they say NSE is not a fish market Ok let's see how low this one will go
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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The introduction of value added taxes on tourism services and park fees in 2013 also affected Kenya's overall competitiveness, "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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Mart_Consult wrote:Just seen a tweet stating TPS SERENA has given a profit warning. Good entry point in the near future? Still believe the firm has good prospects going forward!  Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 2/10/2010 Posts: 1,001 Location: River Road
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Aguytrying wrote:The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up it will be quite a while before tourism recovers. Again there is a lot of competition coming up
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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mkonomtupu wrote:Aguytrying wrote:The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up it will be quite a while before tourism recovers. Again there is a lot of competition coming up @Aguy is the buying guru, non of your convincing will stop him from buying untill he sees 1000% + in loss  Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Boris Boyka wrote:mkonomtupu wrote:Aguytrying wrote:The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up it will be quite a while before tourism recovers. Again there is a lot of competition coming up @Aguy is the buying guru, non of your convincing will stop him from buying untill he sees 1000% + in loss haha. u just laugh at me, my laggards will wake up one day. kk already waking up The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Aguytrying wrote:Boris Boyka wrote:mkonomtupu wrote:Aguytrying wrote:The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up it will be quite a while before tourism recovers. Again there is a lot of competition coming up @Aguy is the buying guru, non of your convincing will stop him from buying untill he sees 1000% + in loss haha. u just laugh at me, my laggards will wake up one day. kk already waking up Good company. Just buy slowly and wait for the recovery. Kenya is a tourism, horticulture and tea country. AND only the tourism industry books full profits onshore. Life is short. Live passionately.
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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sparkly wrote:Aguytrying wrote:Boris Boyka wrote:mkonomtupu wrote:Aguytrying wrote:The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up it will be quite a while before tourism recovers. Again there is a lot of competition coming up @Aguy is the buying guru, non of your convincing will stop him from buying untill he sees 1000% + in loss haha. u just laugh at me, my laggards will wake up one day. kk already waking up Good company. Just buy slowly and wait for the recovery. Kenya is a tourism, horticulture and tea country. AND only the tourism industry books full profits onshore. Haha @Aguy....KK at least but still long way to go..i can sell you mine next month @ probably 11 there. all the best. na ukae hivo hivo (moi) one day ! utaonekaniwa sana. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Chief Joined: 1/3/2007 Posts: 18,055 Location: Nairobi
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Tough industry. Lots of competition. Solid management. I am going to add more if the price falls to 35-ish ... the lower the better! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 6/14/2010 Posts: 520 Location: Nairobi
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What's the purpose of issuing profit warnings after year has ended.
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Rank: Chief Joined: 1/3/2007 Posts: 18,055 Location: Nairobi
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The optimist wrote:What's the purpose of issuing profit warnings after year has ended.
#SwalaNyeti ... Unless there were factors beyond the control of the firm in the last Q or H, your question is valid!!! It is silly for firms to issue profit warnings just before they announce their results! Williamson does it right. They remain pessimistic in their commentary. And issue PWs in their 1/2 year result announcements too! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 7/3/2014 Posts: 245
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@stocksmaster should weigh in on this discussion. In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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Rank: Member Joined: 10/26/2012 Posts: 136
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I wouldnt touch anything tourism until 2018 tourism is not just tourism why kenya is declining is not just advisories. KENYA IS FAR TOO EXPENSIVE a destination compared to othe rlong hal places like goa like bangkok like vietnam
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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VituVingiSana wrote:Tough industry. Lots of competition. Solid management.
I am going to add more if the price falls to 35-ish ... the lower the better! Ditto. The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Elder Joined: 7/21/2010 Posts: 6,175 Location: nairobi
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In other news pan-african insurance issues a profit warning "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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I was about to touch this HOT pan. thank God i didn't because i could have waited longer. Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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