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ARM FY12 EPS up 8%, DPS KES 0.50
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mwekez@ji
#1 Posted : Thursday, March 21, 2013 9:36:14 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
FY Through Dec 2012 versus FY through Dec 2011
FY Revenue 11.400569b versus 8.180992b +39.00%
FY PBT 1.790296b versus 1.362912b +31%
FY TAX 0.544658b versus 0.212414b +156%
FY PAT 1.245638b versus 1.150498b +8%
FY EPS 2.51 versus 2.32 +8%
Dividend 0.50 versus 0.40

Company Commentary
Cement Sales +64%
Dar Es Salaam Plant became operational in October 2012
Huge tax increase as investment deductions allowances end
Net Debt increased by KES 1.96b chiefly from convertible debt issued to AFC

More >>>> https://www.nse.co.ke/listed-com...y-ended-december-31-2012
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dunkang
#2 Posted : Thursday, March 21, 2013 9:53:34 AM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
At the current price of 68/-, P/E is 27.09 and Div Yield of 0.74 percent. @QW, what are techie charts saying?

Would someone kindly explain why one should speculate or invest in this stock?

#SMH
Receive with simplicity everything that happens to you.” ― Rashi

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mwekez@ji
#3 Posted : Thursday, March 21, 2013 10:24:29 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
@dunkang, I also don’t understand the reason behind the extraordinary premium that this share is trading at. Plus there are convertible bonds in the books which could just increase the extraordinary premium. ..... & eviler, the FYR are very very condensed. Can’t NSE/CMA impose more detailed reporting like what cbk has done with banks¿
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kyt
#4 Posted : Thursday, March 21, 2013 10:31:37 AM
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Joined: 11/7/2007
Posts: 2,182
arm should come down it's only fair!!!
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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holycow
#5 Posted : Thursday, March 21, 2013 10:56:28 AM
Rank: Veteran


Joined: 11/11/2006
Posts: 972
Location: Home
Dividend of 50 cents?? No, that is mean!! Now i will be called an ARM hater.
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Mukiri
#6 Posted : Thursday, March 21, 2013 11:18:17 AM
Rank: Elder


Joined: 7/11/2012
Posts: 5,222
Let things settle down politically Ksh 100/- is not far off. You can take that to the bank

Proverbs 19:21
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dunkang
#7 Posted : Thursday, March 21, 2013 11:29:41 AM
Rank: Elder


Joined: 6/2/2011
Posts: 4,818
Location: -1.2107, 36.8831
Mukiri wrote:
Let things settle down politically Ksh 100/- is not far off. You can take that to the bank


would mind sharing data, info, news etc?
Receive with simplicity everything that happens to you.” ― Rashi

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MoneyMonger
#8 Posted : Thursday, March 21, 2013 12:22:22 PM
Rank: Member


Joined: 4/25/2012
Posts: 110
Mukiri wrote:
Let things settle down politically Ksh 100/- is not far off. You can take that to the bank


By not being far off do you mean say a one year time scope? personally I think this stock is already selling at very high premium and unless the fundamentals don't improve there is bound to be a hard fall at some point.
There is nothing as dangerous as an Idea, when there is only one Idea
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VituVingiSana
#9 Posted : Thursday, March 21, 2013 12:23:41 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,129
Location: Nairobi
ARM has loans... Better to give a bonus rather than a dividend & use the cash to pay down the loans!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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