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KCB HALF YEAR 2012 PRE TAX PROFITS UP 48 PERCENT TO 8.5 BILLION!
Rank: Chief Joined: 1/13/2011 Posts: 5,964
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King G wrote:Sufficiently Philanga....thropic wrote:King G wrote:It has held strong at 25. might just reach 27 this one Then we sell greed (simba) &buy fear (KK)  Sell Roar, jump into ARM which is facing a share split. ^wrong move.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Cde Monomotapa wrote:King G wrote:Sufficiently Philanga....thropic wrote:King G wrote:It has held strong at 25. might just reach 27 this one Then we sell greed (simba) &buy fear (KK) Sell Roar, jump into ARM which is facing a share split. ^wrong move. ARM vs KCB. KCB is better value for your money. Hapo nimekubaliana na @cde.
Simba is likely to squeeze out another 20-30% price gain in 2013 and still pay a fat dividend of 2/- or more while ARM will be trying to balance out the stock split. Stock splits have a way of killing momentum. Even Buffet avoids them. Let those that can afford buy it. BAT is trading @400 and still has buyers. Value is what matters for sound investment.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Sufficiently Philanga....thropic wrote:King G wrote:It has held strong at 25. might just reach 27 this one Then we sell greed (simba) &buy fear (KK) KQ, Coop & NBK are at fear zones in cartoon terms while KK has a long way to go.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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hisah wrote:Sufficiently Philanga....thropic wrote:King G wrote:It has held strong at 25. might just reach 27 this one Then we sell greed (simba) &buy fear (KK) KQ, Coop & NBK are at fear zones in cartoon terms while KK has a long way to go. I see Total managed to creep back to 17. Citi really being made to sweat on their 18/= KQ target price... GOD BLESS YOUR LIFE
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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Extract-----
----------- Dilution trumps upside, new TP Ksh11, reiterate SELL: Unfortunately for Co-operative Bank, our new target price is doubly hit by including the bonus issue to our number of shares and by building in the anticipated c30% dilution from what we view as a hardly avoidable capital raise. We cut our target price to Ksh11 from Ksh13 previously. On this basis, the stock trades at a FY13E P/E of 7.9x and P/B of 1.85x, we see better value and upside in KCB (BUY, TP Ksh30).
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Aguytrying wrote:@guru. dont be left dancing when the music stops. a spanner MUST be thrown in the works sooner or later n not just kcb. Bruv... The music might only stop long after we are all in our graves! Kenya and East Africa is in for a major infrastructure, real estate, oil, gas & electricity boom that will likely oulast our lifespans.. Banks are one of the biggest beneficiaries of boom times such as these... Lets not even go into the debate of the falling tbill rate, and the impact it Will have on KCBs bond portfolio & dividend yield! As i have been saying all year to those planning for 15bob.. SELL ROOAAR AT YOUR OWN PERIL!! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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guru267 wrote:Aguytrying wrote:@guru. dont be left dancing when the music stops. a spanner MUST be thrown in the works sooner or later n not just kcb. Bruv... The music might only stop long after we are all in our graves! Kenya and East Africa is in for a major infrastructure, real estate, oil, gas & electricity boom that will likely oulast our lifespans.. Banks are one of the biggest beneficiaries of boom times such as these... Lets not even go into the debate of the falling tbill rate, and the impact it Will have on KCBs bond portfolio & dividend yield! As i have been saying all year to those planning for 15bob.. SELL ROOAAR AT YOUR OWN PERIL!! Despite the similarity, i do not mean there is something wrong with the banking sector like citi bank suggests. Im a firm believer of KCB prospects, and would want nothing more than to buy more at a lower price. Lets not predict anything, lets just wait and see what will happen and take the opportunity(whichever way it goes ) The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Aguytring wrote: Lets not predict anything, lets just wait and see what will happen and take the opportunity(whichever way it goes ) The opportunity is now! Even at 25.50 bob KCBs valuation is very compelling... Trailing P/E = 6.85 Trailing dividend yield = 7.25% Trailing price/book = 1.7 Forward P/E = 5 Forward dividend yield = 10% Forward price/book = 1.25 For a company that plans a C.A.G.R in PAT of 30% until 2020 it does not get cheaper than this... BUY WHILE STOCKS LAST! Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home
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If the Mombasa, Wajir & Tana chaos get ugly & the foreigners who've been buying Roar get spooked. That would present a good accumulation point.
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Rank: Elder Joined: 6/20/2012 Posts: 3,855 Location: Othumo
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holycow wrote:If the Mombasa, Wajir & Tana chaos get ugly & the foreigners who've been buying Roar get spooked. That would present a good accumulation point. Seriously, amid the chaos you are seeing opportunity, ok this is Kenya Thieves
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Looks like the 26 bob mini resistance level was overcome in yesterday's trade in a foreign assault of almost 9million shares! I see 30bob in the horizon! @Cde, @stocksmaster Tuko?? Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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guru267 wrote:Looks like the 26 bob mini resistance level was overcome in yesterday's trade in a foreign assault of almost 9million shares! I see 30bob in the horizon! @Cde, @stocksmaster Tuko?? 27 reached,folks must be enjoying the ride on this one.
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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BIDS 2.68M
Quantity Price Splits Time
268,600 26.50 3 14:59:48
2.18M 26.25 21 14:59:48
85,500 26.00 16 14:59:48
26,500 25.75 9 14:59:48
115,200 25.50 6 14:59:48
ASKS 27,100
Quantity Price Splits Time
11,100 27.00 2 14:59:48
2,000 27.50 1 14:59:48
14,000 28.00 2 14:59:48
- - - -
- - - -
TRADES
Quantity Price Time
2,900 27.00 14:58:59
3,000 27.00 14:58:59
30,000 27.00 14:58:34
34,900 27.00 14:58:11
68,600 27.00 14:58:11
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Rank: Elder Joined: 6/20/2012 Posts: 3,855 Location: Othumo
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KCB touched 27 bob today headed to 30+ good prospects Thieves
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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guru267 wrote:Looks like the 26 bob mini resistance level was overcome in yesterday's trade in a foreign assault of almost 9million shares! I see 30bob in the horizon! @Cde, @stocksmaster Tuko?? clap clap clap....  @guru if you are a fun of cartoons, the RSI is a whooping 94. The exponential Moving Averages (EMAs) are racing. 30 bob resistance will be snapped like a twig by the mighty Lion. I see a minor resistance at 32-34 on the way to 40! Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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Simba & Safari are the stocks to hold in H2. By end November,we'll have crunched Simba's Q3 data & Safari's H1 #Stay in the monies @SufficientlyP
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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sparkly wrote:@guru if you are a fun of cartoons, the RSI is a whooping 94. These RSI charts do not factor in variables that cause the changes in share prices!! With the lowering of the CBR and the falling tbill rate it is an abomination/taboo for simba to have a single digit P/E or a double digit dividend yield.. Even if the RSI is 100% Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:sparkly wrote:@guru if you are a fun of cartoons, the RSI is a whooping 94. These RSI charts do not factor in variables that cause the changes in share prices!! With the lowering of the CBR and the falling tbill rate it is an abomination/taboo for simba to have a single digit P/E or a double digit dividend yield.. Even if the RSI is 100% The buy momentum is still strong here and technical don't work right in such conditions @sparkly.
As @guru says if you look at KCB's H1 results and project that to FY 2012, eps could easily surpass 4.10. So the forward P/E plus dividend hike are the moving factors here. Assuming simba hits eps of 4.10, a cheap P/E of 10 will see it print 40/share. This is what Mr Market is seeing...
However I expect 30/- to cool things down as buyers pause as we head to Q3 results.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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guru267 wrote: @Cde, @stocksmaster Tuko?? STRONG!!
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Rank: Elder Joined: 6/20/2012 Posts: 3,855 Location: Othumo
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hisah wrote:Cde Monomotapa wrote:King G wrote:Sufficiently Philanga....thropic wrote:King G wrote:It has held strong at 25. might just reach 27 this one Then we sell greed (simba) &buy fear (KK) Sell Roar, jump into ARM which is facing a share split. ^wrong move. ARM vs KCB. KCB is better value for your money. Hapo nimekubaliana na @cde.
Simba is likely to squeeze out another 20-30% price gain in 2013 and still pay a fat dividend of 2/- or more while ARM will be trying to balance out the stock split. Stock splits have a way of killing momentum. Even Buffet avoids them. Let those that can afford buy it. BAT is trading @400 and still has buyers. Value is what matters for sound investment. Thank God for small mercies. was working in SS with limited access to the civilization, therefore i didnot exit Roar. I would be crying now. Holding on but not much longer; 30 from 18 is enough. Thieves
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KCB HALF YEAR 2012 PRE TAX PROFITS UP 48 PERCENT TO 8.5 BILLION!
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