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How to tell NSE has bottomed out
Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Me thinks from Q4 this year or starting next year the acquisition frenzy will begin in earnest...$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Elder Joined: 7/21/2010 Posts: 6,182 Location: nairobi
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Stocks kenya shows big volumes moving very early in the morning,is it so elsewhere? "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 6/17/2009 Posts: 1,619
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mlennyma wrote:Stocks kenya shows big volumes moving very early in the morning,is it so elsewhere? They are showing yesterday's trades!
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Remember mpesa bank and EABL have a special agreement already signed last year in Nov.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Turnover declined to Kes.449M from the previous session’s Kes.560M, the number of shares
traded stood at 20M against 32M posted yesterday.
The NSE 20 Share Index shed 10.85 points to stand at 4840.69.
All Share Index (NASI) eased 0.39 points to stand at 125.82
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Buoyed by robust trading, turnover rose to Kes.781M on a volume of 31M shares, up from Kes.449M on 20M shares posted yesterday.
The NSE 20 Share Index shed 10.19 points to stand at 4830.50.
All Share Index (NASI) was down 0.91 points to stand at 124.91.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Brokers plot shift to advisory business as banks invade turf The number of banks running subsidiaries or partners that have stock trading licences increased to seven this week when the NSE admitted CBA Capital and Equity Investment Bank as brokers. Others on this list include NIC Bank (NIC Capital), CFC Stanbic (SBG Securities), ABC Bank (ABC Capital), Cooperative Bank (Kingdom Securities), and Chase Bank (Genghis Capital).
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Member moved 14M shares today. Highest volume this year... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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hisah wrote:Member moved 14M shares today. Highest volume this year... ... what could this mean from the chart perspective
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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hisah wrote:Member moved 14M shares today. Highest volume this year... which listed stocks do you think are good M and A would hate to be left out The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Member Joined: 2/18/2011 Posts: 448
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Aguytrying wrote:hisah wrote:Member moved 14M shares today. Highest volume this year... which listed stocks do you think are good M and A would hate to be left out In my opinion Pan Africa tops the list; but then again there is a BD article from last week that claims some dubai based investors are conducting due diligence for a take-over that shall result in buyout of CMC. http://www.businessdaily...1/-/4wgadh/-/index.html
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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mibbz wrote:Aguytrying wrote:hisah wrote:Member moved 14M shares today. Highest volume this year... which listed stocks do you think are good M and A would hate to be left out In my opinion Pan Africa tops the list; but then again there is a BD article from last week that claims some dubai based investors are conducting due diligence for a take-over that shall result in buyout of CMC. http://www.businessdaily...1/-/4wgadh/-/index.html
Definitely insurance and banks esp mid tier since they have more growth potential as SMEs turn corporate. Also microfinance though unlisted. I'm interested in the unlisted, more juice there when they get listed. Also waiting to see the GEMS listings. They too are potential targets esp oil/gas, infrastructure, consumer goods and real estate.
@mweke - just noted that volume spike on the member counter. For now waiting to see the effect. Also happening in Aug a month that has had eye popping volume spikes on a number of counters. NMG's 6 billlion being the largest all time daily turnover on a siingle counter.$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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If the big volume spikes witnessed this month at NSE20 are not supportive of a rally in Sept, then a sizable dip will be on the cards. Keep that in mind. Global markets esp asia and other emerging markets are hinting that it's getting tense out there. Should euroland and US market follow suit, I don't see how frontier markets won't get the same shaving happening to emerging markets. For now the eurobond and hydrocarbon play are offering KE a shield. But Syria is a curve ball that could mess many things starting with a nasty oil price spike. $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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Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high. Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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hisah wrote:Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high.
Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely. Will be safe if they hedged at 90s "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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murchr wrote:hisah wrote:Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high.
Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely. Will be safe if they hedged at 90s No need for KK and TK to hedge. ERC pricing will take care of the oil price spike and currency fluctuations.
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Rank: Veteran Joined: 3/26/2012 Posts: 1,182
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murchr wrote:hisah wrote:Btw watch out for oil. If the price spikes above $120/bbl it'll be time to get defensive. NSE is still bullish, but that oil price spike will crater the markets globally. Oil price has spiked $8 in 3 days and currently trading at $117 surpassing the 2013 high.
Those holding KQ, KK, Total and industrials hold on tight if this Syria situation falls out, which is likely. Will be safe if they hedged at 90s I thought after KK's hedging, wazualand became anti-hedging?
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