wazua Fri, May 23, 2025
Welcome Guest Search | Active Topics | Log In | Register

36 Pages«<2122232425>»
UNGA anyone?
Wa_ithaka
#441 Posted : Monday, September 20, 2010 8:14:40 PM
Rank: Veteran


Joined: 1/7/2010
Posts: 1,279
Location: nbi
You will get more satisfaction out of eating ngima with sukuma wiki instead of throwing money at this sare.
The Governor of Nyeri - 2017
Jamani
#442 Posted : Monday, September 20, 2010 8:20:40 PM
Rank: Elder


Joined: 9/12/2006
Posts: 1,554
Wa_ithaka wrote:
You will get more satisfaction out of eating ngima with sukuma wiki instead of throwing money at this sare.


Having eaten ngima and sukuma wiki, lets wait for the report and seen how well or bad we did the purchase as we ate
hisah
#443 Posted : Monday, September 20, 2010 8:25:52 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
qw25041985 wrote:
I am also getting worried about unga. There's no excitment as we near reporting day.


Thin volume never supports any sustained market rally. Same case globally. I don't like gut feelings and I'm getting one. Not only locally, but globally too especially now that these major markets are stretching many indicators on the overbought side with deteriorating economical conditions - high unemployment. Gold's steaming rally priced against currencies and stocks is now pointing to panic. Gold up, stocks up, currencies up, food up. Something is amiss??
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
qw25041985
#444 Posted : Monday, September 20, 2010 9:18:31 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Unga stock i have never loved it.You cannot tell if its traders playin the stock or its pure investor anticipation thats pushing the price.Thats why i consider liquidity to be very crucial.
By the way ,all i know is that at these levels gold is headed to the 1400 level.Whats also encouraging is that M&A (Merger and aquisition)activity is up in Europe.And i dnt think this companies can be mergin and aquiring other companies if the global economy cannot support that.
I know we are goin to have a slow recovery but NOT a recession.Thats why with every panic i buy and buy to my fill.
Your future depends on your dreams so go to sleep !
guru267
#445 Posted : Tuesday, September 21, 2010 2:46:04 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
hisah wrote:
qw25041985 wrote:
I am also getting worried about unga. There's no excitment as we near reporting day.


Thin volume never supports any sustained market rally. Same case globally. I don't like gut feelings and I'm getting one. Not only locally, but globally too especially now that these major markets are stretching many indicators on the overbought side with deteriorating economical conditions - high unemployment. Gold's steaming rally priced against currencies and stocks is now pointing to panic. Gold up, stocks up, currencies up, food up. Something is amiss??

@hisah these facts you are stating about the global economy are true but misleading.....

The East African economy is in a boom phase whether US is slow or not....

There's oil in uganda(note equity and KCB want a footprint in uganda) and renewable energy in kenya (note the rally in both KPLC and kengen) and theres also IT in rwanda.. These coupled with huge budgets and housing development i'm Hard pressed to find any signs of a recession in these markets....

I guess i can say we will be africa's CHINA!!
Mark 12:29
Deuteronomy 4:16
the deal
#446 Posted : Tuesday, September 21, 2010 3:10:37 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
I'm afraid to tell u this Unga might touch a low of 13 this week...as it recovers from the overbought levels...i'm still bullish on Ugali...numbers speak louder than words...
Wa_ithaka
#447 Posted : Tuesday, September 21, 2010 5:11:36 PM
Rank: Veteran


Joined: 1/7/2010
Posts: 1,279
Location: nbi
Ngima results will be out next week.
Ngima investors have two choices. To hold and take the up/downside risk or sell now and either chase the stock if there is div or thank there great trading skills
The Governor of Nyeri - 2017
qw25041985
#448 Posted : Tuesday, September 21, 2010 6:47:16 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
This stock is starting to scare me. The stock is supposed to be factorin in the gud news and those who wanna sell can wait 4 better prices. Somethings a miss. Look at kplc its just goin up up up up like Obama gave it a buy recommendation . Did he ?
Your future depends on your dreams so go to sleep !
the deal
#449 Posted : Tuesday, September 21, 2010 10:05:26 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Fear is not an investment strategy...SELL if u are not sure what to expect....i expect not less than 70% increase in EPS...
qw25041985
#450 Posted : Tuesday, September 21, 2010 10:52:41 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
@ the deal. KQ also had a markd increase in eps. But look at the way it was whippd.
If unga doesnt march investor expectation there's goin to b sm serious backlash . .
Your future depends on your dreams so go to sleep !
the deal
#451 Posted : Tuesday, September 21, 2010 11:23:28 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
@QW a 70% increase in EPS will push Ugali's PE to 5 @ the current Price of 13.35 bob...contrary to KQ's PE of 10+...
hisah
#452 Posted : Wednesday, September 22, 2010 12:05:55 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
guru267 wrote:
@hisah these facts you are stating about the global economy are true but misleading.....

The East African economy is in a boom phase whether US is slow or not....

There's oil in uganda(note equity and KCB want a footprint in uganda) and renewable energy in kenya (note the rally in both KPLC and kengen) and theres also IT in rwanda.. These coupled with huge budgets and housing development i'm Hard pressed to find any signs of a recession in these markets....

I guess i can say we will be africa's CHINA!!


I'm not refuting the fact that KE or EA fundamentals are far better than the global outlook, but one fact about market bull rallies is healthy buy volume, which ceased since June 2010. I was expecting it to come back after a positive referendum, but still nowhere to be seen. That means fund money is still cautious. Until I see that volume back, I'm neutral for now. Just waiting for unga, scom at or below 4.50, KK at or below 8 and CIC OTC.
US Fed bank FOMC dovish meeting statements today do not support a global bullish outlook. Unless EA trades amongst itself or Africa 100%, exports will dip widening the trade deficit. I'd like to see how NSE deals with the likely 10-20% global stocks correction from their current positions.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
mukiha
#453 Posted : Wednesday, September 22, 2010 9:26:52 AM
Rank: Elder


Joined: 6/27/2008
Posts: 4,114
I plan to eat my ugali and have it....
Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
guru267
#454 Posted : Wednesday, September 22, 2010 10:02:33 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
Fear is not an investment strategy...SELL if u are not sure what to expect....i expect not less than 70% increase in EPS...

@the deal to be serious if we don't get a bonus or dividend not even a 200% increase in EPS will save us from the sell off
Mark 12:29
Deuteronomy 4:16
2012
#455 Posted : Wednesday, September 22, 2010 10:07:11 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
mukiha wrote:
I plan to eat my ugali and have it....


I've always wondered what that expression means.d'oh!

BBI will solve it
:)
the deal
#456 Posted : Wednesday, September 22, 2010 10:11:47 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
guru267 wrote:
the deal wrote:
Fear is not an investment strategy...SELL if u are not sure what to expect....i expect not less than 70% increase in EPS...

@the deal to be serious if we don't get a bonus or dividend not even a 200% increase in EPS will save us from the sell off

They only have 75M shares so they might give us a 1bob dividend....
Jamani
#457 Posted : Wednesday, September 22, 2010 10:39:29 AM
Rank: Elder


Joined: 9/12/2006
Posts: 1,554
the deal wrote:
guru267 wrote:
the deal wrote:
Fear is not an investment strategy...SELL if u are not sure what to expect....i expect not less than 70% increase in EPS...

@the deal to be serious if we don't get a bonus or dividend not even a 200% increase in EPS will save us from the sell off

They only have 75M shares so they might give us a 1bob dividend....


InshAllah
VituVingiSana
#458 Posted : Wednesday, September 22, 2010 10:40:09 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,163
Location: Nairobi
Still waiting for those results... I understand from an earlier comment the results are expected this week...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Govmusili
#459 Posted : Wednesday, September 22, 2010 12:05:42 PM
Rank: New-farer


Joined: 1/13/2010
Posts: 85
Location: Nairobi
my christ, atleast even b4 kqs results were announced there was still some excitement! theres absolutely non on this share.
investor expectations maybe too high with every1 expecting a dividend if theres non then we r in shit. but i cant bail b4, i guess ill have to wait and see
the deal
#460 Posted : Wednesday, September 22, 2010 12:19:29 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Someone placed an order for 112K shares...is this guy a fool? jst time will tell?
Users browsing this topic
Guest
36 Pages«<2122232425>»
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.

Copyright © 2025 Wazua.co.ke. All Rights Reserved.