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Kenya power posts 36 pct profit jump in FY 2012
Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mwekez@ji wrote:
Someone make me understand, why has KPLC paid such a high tax this year (45.7% of its PBT). In FY 11, they paid 32.5% which is about the country's corporate tax rate.
This year's high tax rate is so huge that PBT is up 36.0% yet PAT is up a mere 9.4% #Huge disparity
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Where did you see the report. ive looked everywhere, cant find it The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 9/29/2006 Posts: 2,570
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mwekez@ji wrote:
Someone make me understand, why has KPLC paid such a high tax this year (45.7% of its PBT). In FY 11, they paid 32.5% which is about the country's corporate tax rate.
This year's high tax rate is so huge that PBT is up 36.0% yet PAT is up a mere 9.4% #Huge disparity
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Because elections are around! On a more serious note, the highest tax rate is 30% and this should be for unlisted co. Now think of the High electricity bills and tell me why I should invest in KP. Let's Move! To KenGEN of course. The opposite of courage is not cowardice, it's conformity.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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@Aguy, has just sent the FY 12 report to wazua mail group
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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murchr wrote:mwekez@ji wrote:the deal wrote:Switch to Kengen, Dividend Yield at 9.25 is 6.5%...PE 7.2 Revenue growth 11% y/y vs Kenya Powers 2.7% Dividend yield, PE 7.8 and Revenue growth of 6% y/y. This energy sector! General Electric to Develop 1,000 Megawatts in Kenya and is in talks with Kenya Power Ltd about a power-purchase agreement. #Compe to kengen Source: Bloomberg article dated Oct 26, 2012 http://www.bloomberg.com/news/2...s-in-kenya-correct-.html Hio compe haitoshi, all that power will be consumed.. There is some other thread that I mentioned that Kengen is a better bet than KPLC some dude/tte called Kausha bashed me badly, I hope he is slowly getting to realize that he was very blind. How much is Kengen currently producing and what are its plans going forward?
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Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home
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maka wrote:gesowan wrote:we bot this counter at 19.50...will we ever get there???? ...you are not alone my brother,you are not alone. Bought it at 21.5, 21, 20.75, 20, 16.5, My average cost factoring bonus & commissions is 19.4. When it went lower, decided not to pump money into it, bought other counters.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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holycow wrote:maka wrote:gesowan wrote:we bot this counter at 19.50...will we ever get there???? ...you are not alone my brother,you are not alone. Bought it at 21.5, 21, 20.75, 20, 16.5, My average cost factoring bonus & commissions is 19.4. When it went lower, decided not to pump money into it, bought other counters. It may be unbelievable. I have bought it at rights, 21,20,19....and every price down to 14. most below 16. im happy now The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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mwekez@ji wrote:@Aguy, has just sent the FY 12 report to wazua mail group you are a saviour The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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mwekez@ji wrote:murchr wrote:mwekez@ji wrote:the deal wrote:Switch to Kengen, Dividend Yield at 9.25 is 6.5%...PE 7.2 Revenue growth 11% y/y vs Kenya Powers 2.7% Dividend yield, PE 7.8 and Revenue growth of 6% y/y. This energy sector! General Electric to Develop 1,000 Megawatts in Kenya and is in talks with Kenya Power Ltd about a power-purchase agreement. #Compe to kengen Source: Bloomberg article dated Oct 26, 2012 http://www.bloomberg.com/news/2...s-in-kenya-correct-.html Hio compe haitoshi, all that power will be consumed.. There is some other thread that I mentioned that Kengen is a better bet than KPLC some dude/tte called Kausha bashed me badly, I hope he is slowly getting to realize that he was very blind. How much is Kengen currently producing and what are its plans going forward? Lets just say its selling everything to KPLC which is still not enough. "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Aguytrying wrote:mwekez@ji wrote:@Aguy, has just sent the FY 12 report to wazua mail group you are a saviour Cheers comrade @Aguy. All in wazua spirit
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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the deal wrote:Switch to Kengen, Dividend Yield at 9.25 is 6.5%...PE 7.2 Revenue growth 11% y/y vs Kenya Powers 2.7% Dividend yield, PE 7.8 and Revenue growth of 6% y/y. I had stated this on Tues that rotation from KPLC to Kengen is happening now. And with that mean KPLC div with no bonus, the upside support will be limited.
Kengen has an upside potential of 13.5% from 9.25/- targetting 10.50/- before book closure on Dec 5th. So upside of 13.5% plus div yield of 6.5% @9.25/- gives a cool return of 20%.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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hisah wrote:Kengen has an upside potential of 13.5% from 9.25/- targetting 10.50/- before book closure on Dec 5th. So upside of 13.5% plus div yield of 6.5% @9.25/- gives a cool return of 20%. Is the upside potential the same if u sell ex div?? To get the dividend you must sell ex div whereas to get the upside gains you must sell cum div! in the short term you can't have both!! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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I have seen going ex dividend in bull markets have very minimal effect and the recovery happens in days,unlike bears. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 6/2/2011 Posts: 4,818 Location: -1.2107, 36.8831
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mlennyma wrote:I have seen going ex dividend in bull markets have very minimal effect and the recovery happens in days,unlike bears. True, very true. Actually, most, if not all, stocks at the NSE this year have rallied 1 week ex div. Receive with simplicity everything that happens to you.” ― Rashi
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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how does kengen compare to kplc in terms of. future prospects. growth. financial health. debt. risks and opportunity . im uncomfy with kplc's net working capital, is this normal for a high capex The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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guru267 wrote:hisah wrote:Kengen has an upside potential of 13.5% from 9.25/- targetting 10.50/- before book closure on Dec 5th. So upside of 13.5% plus div yield of 6.5% @9.25/- gives a cool return of 20%. Is the upside potential the same if u sell ex div?? To get the dividend you must sell ex div whereas to get the upside gains you must sell cum div! in the short term you can't have both!! I expect kengen to hold steady exdiv. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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As at August 2012 KenGen has had a strong start to the year while the same can't be said of Kenya Power.
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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murchr wrote:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:the deal wrote:Switch to Kengen, Dividend Yield at 9.25 is 6.5%...PE 7.2 Revenue growth 11% y/y vs Kenya Powers 2.7% Dividend yield, PE 7.8 and Revenue growth of 6% y/y. This energy sector! General Electric to Develop 1,000 Megawatts in Kenya and is in talks with Kenya Power Ltd about a power-purchase agreement. #Compe to kengen Source: Bloomberg article dated Oct 26, 2012 http://www.bloomberg.com/news/2...s-in-kenya-correct-.html Hio compe haitoshi, all that power will be consumed.. There is some other thread that I mentioned that Kengen is a better bet than KPLC some dude/tte called Kausha bashed me badly, I hope he is slowly getting to realize that he was very blind. How much is Kengen currently producing and what are its plans going forward? Lets just say its selling everything to KPLC which is still not enough. Lets just say KPLC will only buy if they have somewhere to sell A bad day fishing is better than a good day at work
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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I think i will be buying @ 13bob soon!! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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StatMeister wrote:murchr wrote:mwekez@ji wrote:murchr wrote:mwekez@ji wrote:the deal wrote:Switch to Kengen, Dividend Yield at 9.25 is 6.5%...PE 7.2 Revenue growth 11% y/y vs Kenya Powers 2.7% Dividend yield, PE 7.8 and Revenue growth of 6% y/y. This energy sector! General Electric to Develop 1,000 Megawatts in Kenya and is in talks with Kenya Power Ltd about a power-purchase agreement. #Compe to kengen Source: Bloomberg article dated Oct 26, 2012 http://www.bloomberg.com/news/2...s-in-kenya-correct-.html Hio compe haitoshi, all that power will be consumed.. There is some other thread that I mentioned that Kengen is a better bet than KPLC some dude/tte called Kausha bashed me badly, I hope he is slowly getting to realize that he was very blind. How much is Kengen currently producing and what are its plans going forward? Lets just say its selling everything to KPLC which is still not enough. Lets just say KPLC will only buy if they have somewhere to sell Do u believe u have enough power? Today South C has been without power from 8. KPLC will always need power as long as they loose some to those who "steal". "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Member Joined: 1/1/2010 Posts: 511 Location: kandara, Murang'a
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mwekez@ji wrote:Final dividend KES 0.30 per share. Book closure, 20th Dec 2012. Payment 28th Feb 2013 I was hoping for a bonus to really make it one for the future.. crap Foresight..
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Kenya power posts 36 pct profit jump in FY 2012
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