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How to tell NSE has bottomed out
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mnandii
#1841 Posted : Wednesday, January 09, 2013 3:59:38 PM
Rank: Elder


Joined: 10/11/2006
Posts: 2,304
hisah wrote:
mnandii wrote:
hisah wrote:
EABL finished with turnover of 292M with VWAP @292 and a million shares traded. BAT VWAP @524 with turnover of 152M. Mpesa bank and KCB close in behind on turnover.

KPLC vs Kengen - interesting game going on here. Watch it so that you don't get wrong footed...

Do open my eyes a little. smile

I mean +Kengen and -KPLC if you hold both in your portfolio.

Great n thanks.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
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whizdom
#1842 Posted : Wednesday, January 09, 2013 4:22:48 PM
Rank: Hello


Joined: 1/9/2013
Posts: 3
Quote:
EABL finished with turnover of 292M with VWAP @292 and a million shares traded. BAT VWAP @524 with turnover of 152M. Mpesa bank and KCB close in behind on turnover.


What is the reason for the crazy rise in the prices?

And is it too late to get in?
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FUNKY
#1843 Posted : Wednesday, January 09, 2013 4:44:28 PM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
Buoyed by robust trading, turnover soared to Kes.822M on a volume of 30M shares, up from Kes.202M on 22M shares posted yesterday.

The NSE 20 Share Index crossed the 4,300 point-mark to stand at 4305.03 points, up 1.35%.
All Share Index (NASI) was up 2.12 points to stand at 101.03.

FTSE NSE Kenya 15 Index shed 0.25 points to stand at 131.61.
FTSE NSE Kenya 25 Index shed 0.41 points to stand at 134.84.
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Aguytrying
#1844 Posted : Wednesday, January 09, 2013 4:57:26 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
hisah wrote:
mnandii wrote:
hisah wrote:
EABL finished with turnover of 292M with VWAP @292 and a million shares traded. BAT VWAP @524 with turnover of 152M. Mpesa bank and KCB close in behind on turnover.

KPLC vs Kengen - interesting game going on here. Watch it so that you don't get wrong footed...

Do open my eyes a little. smile

I mean +Kengen and -KPLC if you hold both in your portfolio.


I remember us predicting KPLC will drop from the 18's and time has proven us right. I would like more at 14.00 (im greedy). as for KENGEN, i wish a bidding contest like is happening in the other foreign darlings happens to it. Its way undervalued, The volumes have been picking up.
The investor's chief problem - and even his worst enemy - is likely to be himself
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the deal
#1845 Posted : Wednesday, January 09, 2013 5:35:19 PM
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Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Interesting Genghis Capital values KenGen at KES20.90.
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Mukiri
#1846 Posted : Wednesday, January 09, 2013 9:40:28 PM
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Joined: 7/11/2012
Posts: 5,222
the deal wrote:
Interesting Genghis Capital values KenGen at KES20.90.


Wazua groupmail pap (Or its a link?)

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Aguytrying
#1847 Posted : Wednesday, January 09, 2013 10:02:35 PM
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Joined: 7/11/2010
Posts: 5,040
Just watched citizen news, the euphoria is sifting through the air. Analysts explaining why the market is rallying. I wont be surprised if wanjikus are netted. Im cautious. time will tell.
The investor's chief problem - and even his worst enemy - is likely to be himself
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guru267
#1848 Posted : Wednesday, January 09, 2013 10:03:35 PM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
As the market goes haywire my safe bets (Kenya re & Kengen) are pulling slow movements up Sad

Although incase it all comes crashing down these "safe" bets will definitely hold their own and cushion me from the fall smile

Mark 12:29
Deuteronomy 4:16
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Aguytrying
#1849 Posted : Wednesday, January 09, 2013 10:13:31 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
guru267 wrote:
As the market goes haywire my safe bets (Kenya re & Kengen) are pulling slow movements up Sad

Although incase it all comes crashing down these "safe" bets will definitely hold their own and cushion me from the fall smile



I like kenya re. I was geting tempted at 10.50-11.00. but after seeing it at <10.00 last year i decided to wait (which i know aint wise-but im not desperate) i know getting back to sub 10.00 is unlikely.
The investor's chief problem - and even his worst enemy - is likely to be himself
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guru267
#1850 Posted : Wednesday, January 09, 2013 10:32:52 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Aguytrying wrote:
guru267 wrote:
As the market goes haywire my safe bets (Kenya re & Kengen) are pulling slow movements up Sad

Although incase it all comes crashing down these "safe" bets will definitely hold their own and cushion me from the fall smile



I like kenya re. I was geting tempted at 10.50-11.00. but after seeing it at <10.00 last year i decided to wait (which i know aint wise-but im not desparate) i know getting back to sub 10.00 is unlikely.


Im into Kenya re because of the low valuation but beware because Kenya re does not record share price movements of its NSE holdings on its P&L but only does so on the balance sheet!

Only the insurance business & investment income are allowed on its P&L so i expect a modest 20% increase in 2012 EPS to 3.30 with a DPS of 0.5 and probably a 1:7bonus issue... Not bad if you asked me!
Mark 12:29
Deuteronomy 4:16
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Aguytrying
#1851 Posted : Wednesday, January 09, 2013 10:38:04 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
guru267 wrote:
Aguytrying wrote:
guru267 wrote:
As the market goes haywire my safe bets (Kenya re & Kengen) are pulling slow movements up Sad

Although incase it all comes crashing down these "safe" bets will definitely hold their own and cushion me from the fall smile



I like kenya re. I was geting tempted at 10.50-11.00. but after seeing it at <10.00 last year i decided to wait (which i know aint wise-but im not desparate) i know getting back to sub 10.00 is unlikely.


Im into Kenya re because of the low valuation but beware because Kenya re does not record share price movements of its NSE holdings on its P&L but only does so on the balance sheet!

Only the insurance business & investment income are allowed on its P&L so i expect a modest 20% increase in 2012 EPS to 3.30 with a DPS of 0.5 and probably a 1:7bonus issue... Not bad if you asked me!


You think they'll declare another bonus? that would be interesting!
The investor's chief problem - and even his worst enemy - is likely to be himself
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murchr
#1852 Posted : Thursday, January 10, 2013 7:23:48 AM
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Joined: 2/26/2012
Posts: 15,980
Someone pls explain this

Quote:
§ We further note that KEGC is operating at 75.6Million/MW of installed capacity against a sector median of 157Million/Mw installed capacity. Other market based multiples support our argument for undervaluation. EV/EBITDA of 10.6x vs. 12x industry average, P/E of 8.8x vs. 12.8x and a P/B of 0.43x vs. 0.56x (regressed sector multiple).
"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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hisah
#1853 Posted : Thursday, January 10, 2013 8:31:51 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
whizdom wrote:
Quote:
EABL finished with turnover of 292M with VWAP @292 and a million shares traded. BAT VWAP @524 with turnover of 152M. Mpesa bank and KCB close in behind on turnover.


What is the reason for the crazy rise in the prices?

And is it too late to get in?

I don't think it's a smart move to try and enter a place when there's a stampede! Go to the reasonable gates instead.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#1854 Posted : Thursday, January 10, 2013 8:36:51 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Aguytrying wrote:
Just watched citizen news, the euphoria is sifting through the air. Analysts explaining why the market is rallying. I wont be surprised if wanjikus are netted. Im cautious. time will tell.

These experts are out and explaining logic for those lofty P/Es and why they make sense. Yes, Wanjikus will soon get skinned again...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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ChessMaster
#1855 Posted : Thursday, January 10, 2013 9:09:42 AM
Rank: Elder


Joined: 2/23/2009
Posts: 1,626
hisah wrote:
Aguytrying wrote:
Just watched citizen news, the euphoria is sifting through the air. Analysts explaining why the market is rallying. I wont be surprised if wanjikus are netted. Im cautious. time will tell.

These experts are out and explaining logic for those lofty P/Es and why they make sense. Yes, Wanjikus will soon get skinned again...

I find election years and financial crimes follow each other in Kenya.
Uncertainty is certain.Let go
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Cde Monomotapa
#1856 Posted : Thursday, January 10, 2013 9:57:50 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
KCB can only be over-puffed @ 60.
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whizdom
#1857 Posted : Thursday, January 10, 2013 10:14:09 AM
Rank: Hello


Joined: 1/9/2013
Posts: 3
hisah wrote:
whizdom wrote:
Quote:
EABL finished with turnover of 292M with VWAP @292 and a million shares traded. BAT VWAP @524 with turnover of 152M. Mpesa bank and KCB close in behind on turnover.


What is the reason for the crazy rise in the prices?

And is it too late to get in?

I don't think it's a smart move to try and enter a place when there's a stampede! Go to the reasonable gates instead.



Noted.

Thanks.
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hisah
#1858 Posted : Thursday, January 10, 2013 11:08:32 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
EABL turnover is already at 159M just an hour into trading...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#1859 Posted : Thursday, January 10, 2013 11:09:37 AM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
KCB can only be over-puffed @ 60.

smile I want to see how it deals with 40/-
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Sufficiently Philanga....thropic
#1860 Posted : Thursday, January 10, 2013 11:22:26 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,221
Location: Sundowner,Amboseli
Cde Monomotapa wrote:
KCB can only be over-puffed @ 60.

Nope. 75smile
@SufficientlyP
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