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KQ H1 2010-11 Results
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youcan'tstopusnow
#21 Posted : Friday, November 05, 2010 11:14:46 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Nation Center ilikuwa imefungwa. Market now OPEN
GOD BLESS YOUR LIFE
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the deal
#22 Posted : Friday, November 05, 2010 11:46:17 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Wazua i want to delete my earlier post...LOL...i have now seen the results in PDF and i must say i'm impressed...things can only get better...FYI KQ only lost 20M on the Hedges...gooodos..KQ...
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Sober
#23 Posted : Friday, November 05, 2010 12:37:44 PM
Rank: Elder


Joined: 11/27/2007
Posts: 3,604
am not seeing the counter jump start.
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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KIRTI
#24 Posted : Friday, November 05, 2010 12:44:40 PM
Rank: Member


Joined: 8/17/2010
Posts: 116
People do'nt about the result. take advantage, book your order & take the benifit. Tomorrow it will go up to 50 -52.
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Sober
#25 Posted : Friday, November 05, 2010 1:10:39 PM
Rank: Elder


Joined: 11/27/2007
Posts: 3,604
KIRTI wrote:
People do'nt about the result. take advantage, book your order & take the benifit. Tomorrow it will go up to 50 -52.


this is noy NYSE. the next trading is on 8th November monday 6.30 GMT
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Sober
#26 Posted : Friday, November 05, 2010 1:12:10 PM
Rank: Elder


Joined: 11/27/2007
Posts: 3,604
KIRTI wrote:
People do'nt about the result. take advantage, book your order & take the benifit. Tomorrow it will go up to 50 -52.


this is not NYSE. the next trading is on 8th November monday 6.30 GMT
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Sufficiently Philanga....thropic
#27 Posted : Friday, November 05, 2010 1:43:51 PM
Rank: Elder


Joined: 9/23/2010
Posts: 2,221
Location: Sundowner,Amboseli
synergia wrote:
The cash flow hedges is really messing them up big time it brings down the 1.4 b profit to a loss of 364 m.

Hebu tuambie hiyo umetoa wapi!
Kindly give us the link!
@SufficientlyP
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Sober
#28 Posted : Friday, November 05, 2010 1:50:38 PM
Rank: Elder


Joined: 11/27/2007
Posts: 3,604
copy paste from www.rich.co.ke

6 Months to 30.09 2010 versus 30.09.2009
Passenger 36.739b versus 30.045b = +22.27991%
Cargo and Mail 3.039b versus 2.595b = +17.109%
Total Revenue 41.214b versus 33.488b = +23.0709%
Total expenses 38.834b versus 33.326b = +16.527%
Profit Before Tax 2.051b versus 1.229b = +66.88%
PAT 1.436b versus 0.86b = +66.976%
EPS 3.11 versus 1.86 = +67.204%
Cash Flow Hedges -1.286b
ASK increased 3%
RPK grew by 9.3%

Conclusions

These are Strong 1st Half Results and if the Run Rate can be maintained We are looking at a Forward PE of 43.25 / [3.11 x 2] =6.953376. That looks very inexpensive.
African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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sheep
#29 Posted : Friday, November 05, 2010 1:56:12 PM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
seems the stock isnt excited at all....which brings us to our main question: do earnings really drive up stock prices? or is it sentiments? I think the latter.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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qw25041985
#30 Posted : Friday, November 05, 2010 2:07:51 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Why KQ isnt moving ? Its a friday surely.Which foolish investor will buy on a Friday with all the uncertainty that the weekend brings ? I certainly wldnt.Fridays are profit taking days and since KQ is a foreigner heady stock i dint expect any rally.
The results are good so i expect the price to catch up.
Here's a HINT : Go and enjoy your weekend and next week KQ will be on fire.
Your future depends on your dreams so go to sleep !
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Cicero
#31 Posted : Friday, November 05, 2010 3:42:19 PM
Rank: Member


Joined: 7/7/2009
Posts: 111
sheep wrote:
seems the stock isnt excited at all....which brings us to our main question: do earnings really drive up stock prices? or is it sentiments? I think the latter.



I thought by this time the champaign bottles will be bubbling & clicking be cause of KQ only to note it has gone up by one minsely bob! We should celebrate if for nothing else, for the fact that it will no longer trade below 45bob! No?
Don't gamble; take all your savings and buy some good stock and hold it till it goes up, then sell it. If it don't go up, don't buy it...
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the deal
#32 Posted : Friday, November 05, 2010 3:49:22 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
'We are now out of the doldrums and the toxic hedges have unwind' Finance Director Alex Mbungua talking about the change in their Hedging Strategy..now @Cicero that dude with a sell of 550K shares at 44.25 is holding us back.
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mlennyma
#33 Posted : Friday, November 05, 2010 4:02:58 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,192
Location: nairobi
May be he bought at 20bob
"Don't let the fear of losing be greater than the excitement of winning."
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2012
#34 Posted : Friday, November 05, 2010 4:38:57 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
At least KQ didn't disappoint, as for Mumias I was expecting better...

BBI will solve it :)
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the deal
#35 Posted : Friday, November 05, 2010 4:48:40 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
now its a Friday go and chill knowing your future is secured...for the patient this share will trade at 100 bob by June next year.
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PKoli
#36 Posted : Friday, November 05, 2010 5:10:56 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
the deal wrote:
now its a Friday go and chill knowing your future is secured...for the patient this share will trade at 100 bob by June next year.


100bob! Until they receive the Dreamliner or the Airbus!
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the deal
#37 Posted : Friday, November 05, 2010 5:28:28 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
PKoli wrote:
the deal wrote:
now its a Friday go and chill knowing your future is secured...for the patient this share will trade at 100 bob by June next year.


100bob! Until they receive the Dreamliner or the Airbus!

http://www.abndigital.co...d-interviews/895081.htm watch this...
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synergia
#38 Posted : Friday, November 05, 2010 6:16:22 PM
Rank: Member


Joined: 7/7/2008
Posts: 34
Sufficiently Philanga....thropic wrote:
synergia wrote:
The cash flow hedges is really messing them up big time it brings down the 1.4 b profit to a loss of 364 m.

Hebu tuambie hiyo umetoa wapi!
Kindly give us the link!

Its kinda hidden in the financials
Its the differnce between the comprehensive loss for the period net of tax of (900m) add total comprehensive income in the period of 536 this gives you a net loss position of (364m)but you need to be an accountant to see that.
But the goodness about this is that the loss is unrealized as a result of the hedging.
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sheep
#39 Posted : Saturday, November 06, 2010 10:54:26 AM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
synergia wrote:
Sufficiently Philanga....thropic wrote:
synergia wrote:
The cash flow hedges is really messing them up big time it brings down the 1.4 b profit to a loss of 364 m.

Hebu tuambie hiyo umetoa wapi!
Kindly give us the link!

Its kinda hidden in the financials
Its the differnce between the comprehensive loss for the period net of tax of (900m) add total comprehensive income in the period of 536 this gives you a net loss position of (364m)but you need to be an accountant to see that.
But the goodness about this is that the loss is unrealized as a result of the hedging.


..any other accountants to confirm this...this is the kind of analysis we need in wazua.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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X13united
#40 Posted : Saturday, November 06, 2010 2:13:41 PM
Rank: Member


Joined: 8/26/2010
Posts: 124
Sober wrote:
copy paste from www.rich.co.ke

6 Months to 30.09 2010 versus 30.09.2009
Passenger 36.739b versus 30.045b = +22.27991%
Cargo and Mail 3.039b versus 2.595b = +17.109%
Total Revenue 41.214b versus 33.488b = +23.0709%
Total expenses 38.834b versus 33.326b = +16.527%
Profit Before Tax 2.051b versus 1.229b = +66.88%
PAT 1.436b versus 0.86b = +66.976%
EPS 3.11 versus 1.86 = +67.204%
Cash Flow Hedges -1.286b
ASK increased 3%
RPK grew by 9.3%

Conclusions

These are Strong 1st Half Results and if the Run Rate can be maintained We are looking at a Forward PE of 43.25 / [3.11 x 2] =6.953376. That looks very inexpensive.


I must b getin SOBER now. PAT 1.43b +66%. Lets hope that foreign money will join us soonest possible.
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