wazua Fri, May 1, 2026
Welcome Guest Search | Active Topics | Log In

75 Pages«<1819202122>»
Kenya airways Right Issue
ProverB
#191 Posted : Tuesday, April 03, 2012 4:14:46 PM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
mlennyma wrote:
You can be able to sell a monkey provided you dont show pple its face.

Applause Applause
Especially when u claim it has genius genes that will kick in in about 3 years. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
Aguytrying
#192 Posted : Tuesday, April 03, 2012 9:48:41 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
ProverB wrote:
mlennyma wrote:
You can be able to sell a monkey provided you dont show pple its face.

Applause Applause
Especially when u claim it has genius genes that will kick in in about 3 years. smile


Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
The investor's chief problem - and even his worst enemy - is likely to be himself
QW25091985
#193 Posted : Tuesday, April 03, 2012 9:57:08 PM
Rank: User

Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
aiigh . now this is a monkey ? no this is a very good stock ad foreign interest is high . you think foreigners just buy things lik its a fis market ?
mlennyma
#194 Posted : Tuesday, April 03, 2012 10:46:39 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
What we are saying is simply that an entry point lower than14 bob will present itself as we go on.
"Don't let the fear of losing be greater than the excitement of winning."
ProverB
#195 Posted : Wednesday, April 04, 2012 9:48:40 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
1,94Billion Shares..

Thus Historical Eps is Kshs1.82, and a Div per share of Kshs 0.35

At a share price of 14.00..this translates to a trailing p/e of 7.69 and not 1.83 as reported in press

..and a dividend yield of 2.5 and NOT 10.75%

..Going forward, profit warning projected fall of 25% on earnings thus EPS expected for 2011-12 is Kshs1.36 and thus at price of 14.00, p/e shoots up to 10.29..from 7.69

buy a stock whose year-on-year earnings growth is about twice the p/e ...the only justification of buying KQ is that it grows it's earnings for next year by AT LEAST 20.6%... which is unlikely.

If newspapers..business news.. wazua.. factored the new shares in the financial data they are publishing... potential investors will think differently..fundamentally
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
youcan'tstopusnow
#196 Posted : Wednesday, April 04, 2012 11:16:46 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
QW, nani alikuambia foreigners can't be left holding monkeys? Aren't they the same guys who were buying at 60 not long ago? That did not turn out to be a monkey, but a gorilla deep in the Congo forest!
GOD BLESS YOUR LIFE
ProverB
#197 Posted : Wednesday, April 04, 2012 11:29:57 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
youcan'tstopusnow wrote:
QW, nani alikuambia foreigners can't be left holding monkeys? Aren't they the same guys who were buying at 60 not long ago? That did not turn out to be a monkey, but a gorilla deep in the Congo forest!


si hata Tanzanians n Ugandans are foreign investors? (no pun intended)

Anyway, seems strategy here is "buy" coz another is buying.. the art of "following the big money"..like guys did when meralli played Uchumi..

the strategy has its drawbacks..as proven by uchumi.. though if ur analysis for KQ is its a "buy" then the big money confirms ur opinion..

A guy insulted me about 4 years ago..for telling him not to buy Kq..at 113..it touched 126 within the month..and then came down all the way to 17...he still has the stock..having bought in at 119..and foreigners were buying.. ..somewhere in wazua is a thread on the same.. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
bartum
#198 Posted : Wednesday, April 04, 2012 1:34:48 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
QW25091985 wrote:
aiigh . now this is a monkey ? no this is a very good stock ad foreign interest is high . you think foreigners just buy things lik its a fis market ?

they were busy buying access kenya at 35 sometime back
mwekez@ji
#199 Posted : Wednesday, April 04, 2012 5:25:21 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
ProverB wrote:
1,94Billion Shares..

Thus Historical Eps is Kshs1.82, and a Div per share of Kshs 0.35

At a share price of 14.00..this translates to a trailing p/e of 7.69 and not 1.83 as reported in press

..and a dividend yield of 2.5 and NOT 10.75%

..Going forward, profit warning projected fall of 25% on earnings thus EPS expected for 2011-12 is Kshs1.36 and thus at price of 14.00, p/e shoots up to 10.29..from 7.69

buy a stock whose year-on-year earnings growth is about twice the p/e ...the only justification of buying KQ is that it grows it's earnings for next year by AT LEAST 20.6%... which is unlikely.

If newspapers..business news.. wazua.. factored the new shares in the financial data they are publishing... potential investors will think differently..fundamentally


Something is not adding up in your figures.

How can you assume that the KQ would have generated the same revenue with so much additional shares/capital and borrowings.

How can you say that the company cannot grow by double digit yet its operations are doubling.
ProverB
#200 Posted : Wednesday, April 04, 2012 5:43:25 PM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
mwekez@ji wrote:


Something is not adding up in your figures.

How can you assume that the KQ would have generated the same revenue with so much additional shares/capital and borrowings.

How can you say that the company cannot grow by double digit yet its operations are doubling.


7 years in a row...kq has recorded increased revenues..while recording decline in operating margins (except for 2010-11)...meaning for every shilling in revenue..less and less remains as profits..

Operations doubling means more passengers vs more aggressive expenditure in getting those more passengers... it costs more per passenger and per unit of cargo on transit than it did years ago..

No doubt operations will double...but so will costs...

shareholders are pumping new cash into KQ..this ain't KQ's money...ksh20billion plus..the issue is when shareholders will receive a return on that cash... definately not next year.. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
75 Pages«<1819202122>»
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 © 2026 Wazua.co.ke. All Rights Reserved.