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Kenya power posts 36 pct profit jump in FY 2012
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the deal
#81 Posted : Monday, January 07, 2013 8:06:32 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hisah wrote:
hisah wrote:
Aguytrying wrote:
hisah wrote:
hisah wrote:
hisah 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.

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%.


Two weeks later Kengen is playing the script. Today's high testing 10/-

@guru - we will review exdiv to see if it will nosedive as per your expectations.

@youcant - keep this in your reminder memo bank.

On course to vault the 10/- handle as book closure approaches. 6 trading days left.


some good demand and higher levels coming in. I left it at 1M shares at 2pm... closed at 2.36M touching 10.05

Seems the buy momentum has run out of steam like MSC. I'll bail out on Monday and hope to get out @9.70/- if possible to look in 10% gains including div yield.

@guru - you might just get it right here on Kengen as the index correction gains momentum...

Managed to get out @9.50/- Boy this thing has taken a hammer. Never anticipated this kind of market selling. But since it's happening in Dec when NSE is in a correction and slowdown, well irrational selling is expected. Downward momentum points to 8.50 at best!

So I take my small gain of 5.88% (cap gains + div yield less commissions).

So @guru wins...


You came back to this giant?
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hisah
#82 Posted : Tuesday, January 08, 2013 8:38:54 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@deal - One of my picks with Jubilee for Q1 2013. I see a chance of getting it at 8.50 - 8.80. Will build on it slowly as we head to Feb.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#83 Posted : Tuesday, January 08, 2013 2:38:06 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
@deal - One of my picks with Jubilee for Q1 2013. I see a chance of getting it at 8.50 - 8.80. Will build on it slowly as we head to Feb.


But why now. Its ex div. I see it slipping to 7-8 bob along the run up to elections however i could be wrong. It has momentum at the moment, large volumes have pushed it from 8.50 to 9.00. there's large support at 8.50.

I hope to get KPLC <16 and KENGEN ~ 8.
The investor's chief problem - and even his worst enemy - is likely to be himself
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murchr
#84 Posted : Thursday, February 21, 2013 11:23:21 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
http://www.businessdaily...8/-/15rfmq6/-/index.html
"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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holycow
#85 Posted : Friday, February 22, 2013 6:13:00 AM
Rank: Veteran

Joined: 11/11/2006
Posts: 972
Location: Home
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


So is this a profit warning?
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techboy
#86 Posted : Friday, February 22, 2013 7:44:24 AM
Rank: User

Joined: 6/18/2009
Posts: 271
holycow wrote:
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


So is this a profit warning?


tarrif increase goes with profit fall ???????
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For Sport
#87 Posted : Friday, February 22, 2013 7:54:04 AM
Rank: Veteran

Joined: 12/23/2010
Posts: 1,229
techboy wrote:
holycow wrote:
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


So is this a profit warning?


tarrif increase goes with profit fall ???????

They must mean it the other way round. Profit fall this financial period in view of the current tariffs & costs. Improved performance later when tariffs are reviewed
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hisah
#88 Posted : Friday, February 22, 2013 8:07:24 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
holycow wrote:
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


So is this a profit warning?

A very sneaky profit warning and a hint of another pathetic div payout.

I still don't understand how this tariff hike is going to help out KP assuming their revenues continue to nosedive. If they can't grow power unit volumes (clients) fast enough and a tariff hike makes it even trickier, where will the proposed profit jump come from?

I wish there was an inverse sector ETF at NSE. I would long (buy) kengen and short (sell) KP.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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techboy
#89 Posted : Friday, February 22, 2013 8:16:43 AM
Rank: User

Joined: 6/18/2009
Posts: 271
holycow wrote:
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


So is this a profit warning?


well this explains allot ...14 bob maybe on the cards ?
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the deal
#90 Posted : Friday, February 22, 2013 8:38:48 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
hisah wrote:
holycow wrote:
murchr wrote:
http://www.businessdailyafrica.com/Corporate-News/Kenya-Power-sees-fall-in-profit-ahead-of-tariffs-increase/-/539550/1701038/-/15rfmq6/-/index.html


So is this a profit warning?

A very sneaky profit warning and a hint of another pathetic div payout.

I still don't understand how this tariff hike is going to help out KP assuming their revenues continue to nosedive. If they can't grow power unit volumes (clients) fast enough and a tariff hike makes it even trickier, where will the proposed profit jump come from?

I wish there was an inverse sector ETF at NSE. I would long (buy) kengen and short (sell) KP.

Revenues are expected to grow...its the OPEX which has become an issue...anyway you cant go looking for a tariff hike when you are growing profits.
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