wazua Sun, Jan 19, 2025
Welcome Guest Search | Active Topics | Log In | Register

2 Pages<12
KPLC H1 2011/2012 profit up by 10.6%
Options
Previous Topic · Next Topic
kyukkamba
#21 Posted : Saturday, February 25, 2012 11:11:00 PM
Rank: Member


Joined: 5/28/2010
Posts: 151
guru267 wrote:
the deal wrote:

I told you in January NIC will do a rights issue...and they're doing it.


@the deal why are you dying to be right.¿¿ the rights issue is to finance expansion into Uganda not to shore up core capital like you had said..



"Kiti Kubwa" where R you? Laughing out loudly would love to C Guru Vs kiti-Deal ....Laughing out loudly
Ni Uhuru wa Mbesha...Niguo kana tiguo?
Back to top
 Report Abusive | Report SPAM
youcan'tstopusnow
#22 Posted : Monday, February 27, 2012 12:36:09 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Kenyan firms to invest $930m in power
http://www.theeastafrica...0/-/47kl2t/-/index.html
GOD BLESS YOUR LIFE
Back to top
WWW
 Report Abusive | Report SPAM
FUNKY
#23 Posted : Monday, February 27, 2012 2:26:49 PM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
Back to top
 Report Abusive | Report SPAM
mlennyma
#24 Posted : Tuesday, February 28, 2012 8:44:13 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
I have a feeling that kplc might land at 12bob in the near future.
"Don't let the fear of losing be greater than the excitement of winning."
Back to top
WWW
 Report Abusive | Report SPAM
FUNKY
#25 Posted : Thursday, March 01, 2012 8:16:14 AM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
Back to top
 Report Abusive | Report SPAM
Aguytrying
#26 Posted : Thursday, March 01, 2012 10:08:30 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
For Sport wrote:
cnn wrote:
hisah wrote:
So far KPLC is behaving as expected in this high dividend payout environment - measly payout interims or final dividend will get your stock hammered... The price move this morning so far is interesting...

That is because it has gone ex-bonus,nothing to do with the interim dividend.


Though so. Not that I'm smiling at the dividends.

@cnn. I initially thought so. However. The stock Was trading at 18.00 levels when bonus was announced, due to excitement. Then dropped to 15-16 levels. 17 before book closure. The drop today i believe is as a result of an eps of 1.17, due to the massive dilution of bonus, and share actions last year. I wont be shocked to buy this share at 10-12 bob, in the coming months.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
Aguytrying
#27 Posted : Thursday, March 01, 2012 10:10:30 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
mlennyma wrote:
I have a feeling that kplc might land at 12bob in the near future.


Me too. 10-12 bob. Eps of 1.17 in a bear market!!!
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
FUNKY
#28 Posted : Friday, March 02, 2012 8:13:16 AM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
Back to top
 Report Abusive | Report SPAM
Aguytrying
#29 Posted : Monday, March 05, 2012 11:51:41 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
Hi wazuans. Could anyone please tell me any reason why Kenya power should not be trading at 7.00-8.00.

This may sound out rageous but hear me out.

Eps now stands at 1.17.

so it is currently trading at a PE of 11.8. We are in a bear market.

Kengen historically traded at high PEs above 10, which was eventually corrected by the market and now trades at a PE of 7-8. Its EPS is around 1.00.

Why would the market not eventually correct this high PE that Kenya Power is trading at?

Another company in the energy sector Kenol kobil is trading at a PE of 5.00. 11/2.2.

To add insult to injury, Kenya power is paying very low dividends. last year. 0.45/20 bob share price DPS of 2.25%. lets even calculate with current share price, assume end FY 2012 they pay total 0.3(0.2+0.1)/13.80. DPS is 2.2%.

Am I missing something here or should this company be trading at 7.00-8.00?
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
guru267
#30 Posted : Monday, March 05, 2012 1:13:54 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
Hi wazuans. Could anyone please tell me any reason why Kenya power should not be trading at 7.00-8.00.

This may sound out rageous but hear me out.
Eps now stands at 1.17.


@Aguytrying you never fail to amuse..

The 1.17 EPS is "HALF YEAR"..

Full year EPS likely to be 2.34 giving a forward P/E of 5.9 and thus making it cheaper than kengen by your standards.. smile

Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM | Edit by user: Monday, March 05, 2012 1:15 PM | Reason: Not specified
the deal
#31 Posted : Monday, March 05, 2012 3:31:31 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Let it Capitulate...the charts will show me the bottom!!!!
Back to top
 Report Abusive | Report SPAM
Aguytrying
#32 Posted : Monday, March 05, 2012 5:46:37 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
guru267 wrote:
Aguytrying wrote:
Hi wazuans. Could anyone please tell me any reason why Kenya power should not be trading at 7.00-8.00.

This may sound out rageous but hear me out.
Eps now stands at 1.17.


@Aguytrying you never fail to amuse..

The 1.17 EPS is "HALF YEAR"..

Full year EPS likely to be 2.34 giving a forward P/E of 5.9 and thus making it cheaper than kengen by your standards.. smile


oops,. How did i miss that. he he. The comparing eps was 2.2, so i assumed it was half year. At 12 range, i'll be accumulating.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
Aguytrying
#33 Posted : Thursday, March 08, 2012 10:47:13 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
guru267 wrote:
Aguytrying wrote:
Hi wazuans. Could anyone please tell me any reason why Kenya power should not be trading at 7.00-8.00.

This may sound out rageous but hear me out.
Eps now stands at 1.17.


@Aguytrying you never fail to amuse..

The 1.17 EPS is "HALF YEAR"..

Full year EPS likely to be 2.34 giving a forward P/E of 5.9 and thus making it cheaper than kengen by your standards.. smile



I've gone through the H1 2012 results.

extract:

2011 2010
earnings per ordinary share 1.17 2.20

Diluted earnings per ordinary
share 1.17 1.02.



Does this mean that as at 31st dec 2010 kplc was trading at an EPS of 2.20? And if so the EPS of 1.17 for 31.12.2011 is half that amount.

That's a massive dulution.

Could it be due to increase of authorised share capital by 690 million to 2.6 million.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM | Edit by user: Thursday, March 08, 2012 12:44 PM | Reason: Not specified
Hunderwear
#34 Posted : Thursday, May 17, 2012 8:22:36 PM
Rank: Member


Joined: 4/14/2011
Posts: 639
This counter remains among the luggards who hvent woken up to the current rally instead its going down...any reason for it.Its still massively undervalued given the NAV is at 24!!forward pe is 6.4
Back to top
 Report Abusive | Report SPAM
Aguytrying
#35 Posted : Thursday, May 17, 2012 10:06:33 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
Hunderwear wrote:
This counter remains among the luggards who hvent woken up to the current rally instead its going down...any reason for it.Its still massively undervalued given the NAV is at 24!!forward pe is 6.4


Its undervalued, its beaten down and its ignored by the market. its time to buy like crazy.
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest (9)
2 Pages<12
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 © 2025 Wazua.co.ke. All Rights Reserved.