Wazua
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Kenya Airways...why ignore..
Rank: Chief Joined: 1/3/2007 Posts: 18,053 Location: Nairobi
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obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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VituVingiSana wrote:obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Dear @vvs.. A profit in excess of KES 1B is near-assured in H1 2018, accompanied by the rally of a lifetime. Watch and learn HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,053 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Dear @vvs.. A profit in excess of KES 1B is near-assured in H1 2018, accompanied by the rally of a lifetime. Watch and learn Is that 1bn PAT? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Dear @vvs.. A profit in excess of KES 1B is near-assured in H1 2018, accompanied by the rally of a lifetime. Watch and learn Is that 1bn PAT? PBT HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,053 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Dear @vvs.. A profit in excess of KES 1B is near-assured in H1 2018, accompanied by the rally of a lifetime. Watch and learn Is that 1bn PAT? PBT Let's assume 1bn PBT for 1H and 2bn for 2H = 3bn for FY 2018 That's 3bn x 70% = 2.1bn PAT What's the EPS based on the existing number of shares? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Dear @vvs.. A profit in excess of KES 1B is near-assured in H1 2018, accompanied by the rally of a lifetime. Watch and learn Is that 1bn PAT? PBT Let's assume 1bn PBT for 1H and 2bn for 2H = 3bn for FY 2018 That's 3bn x 70% = 2.1bn PAT What's the EPS based on the existing number of shares? EPS 0.36 as a start on the road to recovery, with PE of 41.6!!! KQ PBT expected to clock KES 10B in next 4-5years HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Dear @vvs.. A profit in excess of KES 1B is near-assured in H1 2018, accompanied by the rally of a lifetime. Watch and learn Is that 1bn PAT? PBT Let's assume 1bn PBT for 1H and 2bn for 2H = 3bn for FY 2018 That's 3bn x 70% = 2.1bn PAT What's the EPS based on the existing number of shares? EPS 0.36 as a start on the road to recovery, with PE of 41.6!!! KQ PBT expected to clock KES 10B in next 4-5years Profit of 10bn in next 4-5 years that is impossible. It will take longer or be a mirage Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Ericsson wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Full year loss as at 31.12.2017 KES (5.1) B.. over 30% improvement If KQ can keep on reducing its losses by 30% every year for 3 years... perhaps it will become just a little less profitable than other bandia firms like Olympia! Dear @vvs.. A profit in excess of KES 1B is near-assured in H1 2018, accompanied by the rally of a lifetime. Watch and learn Is that 1bn PAT? PBT Let's assume 1bn PBT for 1H and 2bn for 2H = 3bn for FY 2018 That's 3bn x 70% = 2.1bn PAT What's the EPS based on the existing number of shares? EPS 0.36 as a start on the road to recovery, with PE of 41.6!!! KQ PBT expected to clock KES 10B in next 4-5years Profit of 10bn in next 4-5 years that is impossible. It will take longer or be a mirage Have some faith. The same company made KES 6.8B in profit 11 years ago! A well managed KQ should not make an annual profit less than KES 7B.. Profits (EBT) (KSh B) From 2003 to 2017 descending: 0.5 2.0 5.5 6.8 5.9 6.5 −5.6 2.6 5.0 2.1 −10.8 −4.8 -29.7 -26.0 -10.2 -5.1 (forecast) HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Spikes wrote:obiero wrote:obiero wrote:kayhara wrote:obiero wrote:kayhara wrote:obiero wrote:obiero wrote:Spikes wrote:obiero wrote:obiero wrote:obiero wrote:Ericsson wrote:Spikes wrote:obiero wrote:the deal wrote:obiero wrote:1 trading day to lift-off.. Mark these words, minimum KES 8.52, maximum intra day KES 14. Fair value KES 12.5 Obiero for the title of Supporter of the Year... KQ should give you free tickets Hehe.. I accept the award @obiero How do you value stocks? Fundamentals or speculative information? Obiero is buy low sell high and move on I have a mixture of both strategies but I prefer speculation based on inside knowledge via the exchange bar Fair value KES 12.5 when factoring-in the Open Offer.. Now is absolutely the wrong time to sell and not the most opportune time to buy for existing shareholders.. Though existing shareholders with hearts of steel may accumulate sub KES 22 I am tempted to buy at current price but I shall exercise restraint. Expect a continuous trip upwards to KES 18 upto release of the Open Offer circular followed by a rapid fall down immediately afterwards.. How low it will go shall be anyone's guess, but mine remains KES 12.5 @ obiero today you've given solid analysis. Keep the fire blazing. Though kes 18 is a pipedream. Let's talk about this same post on 08.12.2017 From where I stand, the pipedream is gaining momentum Why is the price not shooting yet there is no supply, I will never understand KQ. Daily limits at the NSE.. Checkout the minimum and maximum price on each trading day since resumption of trading. The share will keep gaining at least 9.4% each day until the point of supply is reached, being KES 21.. Those with weak hearts are allowed to offload at KES 18 which will print this Friday oh, I was wondering why my Itrader is showing the limit to be 0-27.30 for kQ. @spikes the so called pipedream of KES 18 is two trading sessions away. Today KES 15 has printed firmly Of novices in the game who call people names and ignorantly use terms like pipedream when faced by an obvious rally which they are unfortunately unable to understand. Refer to the color coded comments in this trail, watch and learn! KES 12.5 remains KQ fair value upon factoring the Open Offer You make me feel like laugh! Suspension should be done on the KQ share until the Open Offer circular is released, since volume action is virtually non-existent. The forecasted trip down in share value has finally been noted and I continue to hold that KES 12.5 is fair value HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,639 Location: NAIROBI
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It went up very fast. Coming down is also fast Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Ericsson wrote:It went up very fast. Coming down is also fast The rally of a lifetime came and went! But a second rally awaits the bold incase the Open Offer ratio and price is rewarding. Read the comments highlighted in color on the posts above.. Any price above KES 12.5 without information on the Open Offer is artificial HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Jambojet doing it well https://www.businessdail...255620-us1gpr/index.html HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,053 Location: Nairobi
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Spin off JJ. Telkom used to own Safcom. Then Safcom was spun off. The rest is history. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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[quote=obiero]Jambojet doing it well https://www.businessdail...55620-us1gpr/index.html[/quote] HNY sir obiero, I can see you still bring us good tidings even past Christmas Carlos have gone silent. Am back and i can see the market doing the ordinary dombolo dance. I keep it to the sideways, to asses my sanity in the meantime. Somebody did call me a muguruki after all . ,Behold, a sower went forth to sow;....
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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muandiwambeu wrote:HNY sir obiero, I can see you still bring us good tidings even past Christmas Carlos have gone silent. Am back and i can see the market doing the ordinary dombolo dance. I keep it to the sideways, to asses my sanity in the meantime. Somebody did call me a muguruki after all . HNY to you too sir @muandiwambeu.. Let's see what this Open Offer brings us.. I'm ready to thrive or burn. Kamikaze HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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1) US pushed to September... 2) 2 dreamliners coming back home... possunt quia posse videntur
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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maka wrote:1) US pushed to September... 2) 2 dreamliners coming back home...
1. Bad news 2. Good news HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Member Joined: 9/3/2015 Posts: 118 Location: Nairobi
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obiero wrote:maka wrote:1) US pushed to September... 2) 2 dreamliners coming back home...
1. Bad news 2. Good news Are the dreamliners being returned early or is it as a result of end of lease period? as per this link, the dreamliners should be back 2019 at the earliest... https://www.businessdail...64090-lxu0kn/index.html
What about the 777s? will they be sold off or come back with a potential to fly NBO-JFK? I think the code share with delta will grant them a very good connectivity network with the americas
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Rank: Elder Joined: 6/23/2009 Posts: 13,475 Location: nairobi
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Musimo wrote:obiero wrote:maka wrote:1) US pushed to September... 2) 2 dreamliners coming back home...
1. Bad news 2. Good news Are the dreamliners being returned early or is it as a result of end of lease period? as per this link, the dreamliners should be back 2019 at the earliest... https://www.businessdail...64090-lxu0kn/index.html
What about the 777s? will they be sold off or come back with a potential to fly NBO-JFK? I think the code share with delta will grant them a very good connectivity network with the americas Habari ndio hii https://www.businessdail...58052-4v0r0cz/index.html HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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obiero wrote:Musimo wrote:obiero wrote:[quote=maka]1) US pushed to September... 2) 2 dreamliners coming back home...
1. Bad news 2. Good news Are the dreamliners being returned early or is it as a result of end of lease period? as per this link, the dreamliners should be back 2019 at the earliest... https://www.businessdail...64090-lxu0kn/index.html
What about the 777s? will they be sold off or come back with a potential to fly NBO-JFK? I think the code share with delta will grant them a very good connectivity network with the americas Habari ndio hii https://www.businessdail...8052-4v0r0cz/index.html[/quote] Must have had a clause for early recall... Coz without those 2 planes there is only 1 extra dreamliner on standby the one that used to go to Hanoi and HK... 777 honestly sijui... The 1st 6 months on that route will be loss making... possunt quia posse videntur
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