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

14 Pages«<1011121314>
The stock market has Bottomed
mlennyma
#221 Posted : Thursday, May 17, 2012 4:33:30 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
3,677.81 pts is where we are today.
"Don't let the fear of losing be greater than the excitement of winning."
Aguytrying
#222 Posted : Thursday, May 17, 2012 10:45:12 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
@hisah. Im interested in accumulating KPLC. in your estimation is the share pointing up, down or flat as per the charts. regards.
The investor's chief problem - and even his worst enemy - is likely to be himself
Hunderwear
#223 Posted : Friday, May 18, 2012 12:22:48 AM
Rank: Member


Joined: 4/14/2011
Posts: 639
Aguytrying wrote:
@hisah. Im interested in accumulating KPLC. in your estimation is the share pointing up, down or flat as per the charts. regards.


By the way SIB last week gave it a buy recommendation with an upside mobility upto 22 bob just 2 bob shy of its NAV

youcan'tstopusnow
#224 Posted : Friday, May 18, 2012 4:56:49 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
It seems all the stocks are receiving BUY recommendations from brokers
GOD BLESS YOUR LIFE
guru267
#225 Posted : Friday, May 18, 2012 6:35:35 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
youcan'tstopusnow wrote:
It seems all the stocks are receiving BUY recommendations from brokers


Most Kenyan stocks are trading with single digit P/Es and below or around their NAV making them cheap despite the significant rally thats already happened...
Mark 12:29
Deuteronomy 4:16
mlennyma
#226 Posted : Friday, May 18, 2012 7:16:01 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
91 day t-bill at 10% and coming down like lending rates...stocks soaaar
"Don't let the fear of losing be greater than the excitement of winning."
Aguytrying
#227 Posted : Friday, May 18, 2012 7:38:05 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
Hunderwear wrote:
Aguytrying wrote:
@hisah. Im interested in accumulating KPLC. in your estimation is the share pointing up, down or flat as per the charts. regards.


By the way SIB last week gave it a buy recommendation with an upside mobility upto 22 bob just 2 bob shy of its NAV



my KPLC Story is another one! I have bought this share from rights price 19.50, 21, 20, 19, 18, 17, 16, 15. over like 1.5 yrs. eish! But my average is 15 something thanks to bonus and buying at lower prices. Still looking to buy more.
Target is 30 bob in 2014, target eps of 2.7-2.9.
But with the underground terrestrial cables set to save 3 Billion per year it could be much much more.

The investor's chief problem - and even his worst enemy - is likely to be himself
mwekez@ji
#228 Posted : Friday, May 18, 2012 8:40:40 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
mlennyma wrote:
3,677.81 pts is where we are today.


A 9 months high. Level last seen in 5th August 2011 smile
mwekez@ji
#229 Posted : Friday, May 18, 2012 8:45:13 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Election year = higher money supply = higher inflation = higher interest rates = slow economic growth = slow nse performance

So how is it

Election Year = higher money supply = Lower inflation rate = lower interest rate = lower economic growth = higher nse performance

Something will have to give in

Cde Monomotapa
#230 Posted : Friday, May 18, 2012 10:00:57 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
guru267 wrote:
youcan'tstopusnow wrote:
It seems all the stocks are receiving BUY recommendations from brokers


Most Kenyan stocks are trading with single digit P/Es and below or around their NAV making them cheap despite the significant rally thats already happened...

True @guru. I also think we are yet to get to premium levels.
hisah
#231 Posted : Friday, May 18, 2012 7:33:01 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
mwekez@ji wrote:
Election year = higher money supply = higher inflation = higher interest rates = slow economic growth = slow nse performance

So how is it

Election Year = higher money supply = Lower inflation rate = lower interest rate = lower economic growth = higher nse performance

Something will have to give in


Good summary. Plain and simple even for the wanjikus Applause Applause
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#232 Posted : Friday, May 18, 2012 7:39:41 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Aguytrying wrote:
@hisah. Im interested in accumulating KPLC. in your estimation is the share pointing up, down or flat as per the charts. regards.

@Aguy - the chart is clueless at the moment.
With KE looking to boost the power output, KPLC still has years to run on gains. If they have it their way and revise the tariffs up this July, then more revenues are coming their way. I remember reading an article last year that one kirubi has been buying this counter.

As long KE is poised to grow the econ from 4% to 10%, KPLC is a buy for the long term.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#233 Posted : Friday, May 18, 2012 7:52:33 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
@deal - Are you counting the waves... Wave 5 likely to test 3900 - 4000 around August - Sept 2012 then the cool off till 2013 after the elections.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#234 Posted : Friday, May 18, 2012 7:59:14 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
The hottest NSE stock chart in H1 2012 definitely goes to uchumi, maybe even the for year... But caution as climax signs are flashing.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
youcan'tstopusnow
#235 Posted : Friday, May 18, 2012 8:05:23 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
3,699.69 points. If KK was trading, we'd be past 3700 alreadysmile Hehe. Just saying...
GOD BLESS YOUR LIFE
QW25091985
#236 Posted: : Friday, May 18, 2012 8:05:31 PM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
what wrong with kplc ? bought at 19.00 . saw to go to 24 then back to 15 bob now ???
wow . no help there . very frustrating
QW25091985
#237 Posted : Friday, May 18, 2012 8:06:53 PM
Rank: User


Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
Cde Monomotapa wrote:
guru267 wrote:
youcan'tstopusnow wrote:
It seems all the stocks are receiving BUY recommendations from brokers


Most Kenyan stocks are trading with single digit P/Es and below or around their NAV making them cheap despite the significant rally thats already happened...

True @guru. I also think we are yet to get to premium levels.


aiish . kwani this stock market is blind to ak ????
Aguytrying
#238 Posted : Friday, May 18, 2012 10:28:42 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
hisah wrote:
Aguytrying wrote:
@hisah. Im interested in accumulating KPLC. in your estimation is the share pointing up, down or flat as per the charts. regards.

@Aguy - the chart is clueless at the moment.
With KE looking to boost the power output, KPLC still has years to run on gains. If they have it their way and revise the tariffs up this July, then more revenues are coming their way. I remember reading an article last year that one kirubi has been buying this counter.

As long KE is poised to grow the econ from 4% to 10%, KPLC is a buy for the long term.


thank you sir. much appreciated
The investor's chief problem - and even his worst enemy - is likely to be himself
guru267
#239 Posted : Saturday, May 19, 2012 5:48:48 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
mwekez@ji wrote:
Election year = higher money supply = higher inflation = higher interest rates = slow economic growth = slow nse performance


And who wrote this rule??

Higher money supply is the basis of this argument and yet I am personally not aware of any printing of money by CBK specifically for the general election so its not clear where the increase in money supply comes from in your rule..
Mark 12:29
Deuteronomy 4:16
Cde Monomotapa
#240 Posted : Saturday, May 19, 2012 7:09:41 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
QW25091985 wrote:
Cde Monomotapa wrote:
guru267 wrote:
youcan'tstopusnow wrote:
It seems all the stocks are receiving BUY recommendations from brokers


Most Kenyan stocks are trading with single digit P/Es and below or around their NAV making them cheap despite the significant rally thats already happened...

True @guru. I also think we are yet to get to premium levels.


aiish . kwani this stock market is blind to ak ????

When we think about it, the earnings of most of the NSE companies have out-performed the Index for a very longtime. Some doing +30% p.a while the NSE has just been slacking off. That's the basis of my arguement. The upside correction has to occur at some point and I shall wait untill it does.
Users browsing this topic
Guest (9)
14 Pages«<1011121314>
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.