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Kenya Airways...why ignore..
Rank: Elder Joined: 3/2/2009 Posts: 26,328 Location: Masada
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Impunity wrote:obiero wrote:@Pierce. A high of KES 10.35 today. Expect KES 12.50 to be tested before end of next week.. I drooled a few weeks ago and pe4ople ignoreed my drool! Let me drool again. and again Guyz here ignored me a few months (week?) ago. Now who is laughing? The bus is gone and is already on the last gear. Portfolio: Sold You know you've made it when you get a parking space for your yatcht.
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Rank: Veteran Joined: 3/26/2012 Posts: 985 Location: Dar es salaam,Tanzania
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hisah wrote:Metasploit wrote:2 April to 9th May KQ flatlined at 10.95 and had heavily contracted Bolinger Band
Bulish confirmation with a volume spike on 10 may at 10.95
only for price to raise 3% to 11.35
How many buy recos do we have for KQ? Negative sentiment euphoria...
Btw check out the Qantas stock back in Jun 2012 up to Apr 2013.
The correction is the game. Previous H1 printed a 4.8B loss. Will H1 2014 print a heavier loss? Any slight positive print will...
#but balls of steel are needed for this play
Kaka Hisah Heshima kwako! seems the 12 resistance will be breached.Infact at Rich is projecting the price to go to 15(http://www.the-star.co.ke/news/article-142714/safaricom-reach-sh12-it-cash-machine).Too bad i missed this.And i was liquid(1M++) “The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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Rank: Veteran Joined: 3/26/2012 Posts: 985 Location: Dar es salaam,Tanzania
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hisah wrote:hisah wrote:@obiero - Looming breakout after flatlining at 10 - 10.50 range for a while. UPDATE: I've just snooped at their website and seen that H1 will be released on Nov 13th. Now I see the price pattern... Next week we read KQ tea leaves. Price has flatlined for too long. Reminds me of CFCI before the post election euphoria. Now I've let the cat out of the bag... It will be furious.Supply is drying out.But this will be better judged on tomorrow's trading.#H1 Results Wednesday next week “The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
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Rank: Veteran Joined: 3/16/2009 Posts: 1,464
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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nani huyo anauliza if KQ will post a profit? HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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dont forget to sell the news speculators 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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Aguytrying wrote:dont forget to sell the news speculators Speculators being sold!!! The opposite of courage is not cowardice, it's conformity.
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Now trading at roughly the same price as Safaricom but KQ could easily double its price whereas SCOM may not do that due to volume of issued shares.. Happy at the KQ rally towards KES 11.. Expect KES 14 to be broken upon results release If only I could sell you KQ at 13 while you wait for 14 @vvs haha. be a little patient @vvs 13 may print tomorrow. u are now free to sell! i am uncomfortable selling at less than 17. my cummulative buyin price is 11.25 HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Now trading at roughly the same price as Safaricom but KQ could easily double its price whereas SCOM may not do that due to volume of issued shares.. Happy at the KQ rally towards KES 11.. Expect KES 14 to be broken upon results release If only I could sell you KQ at 13 while you wait for 14 @vvs haha. be a little patient @vvs 13 may print tomorrow. u are now free to sell! i am uncomfortable selling at less than 17. my cummulative buyin price is 11.25 LMAO... Yes! 13 it is. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Wow! Heading back to the rights issue offer price (14) in a flash!? I thought 12.50 - 14 resistance forest was going to prove a headache... $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 9/23/2010 Posts: 2,220 Location: Sundowner,Amboseli
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hisah wrote:Wow! Heading back to the rights issue offer price (14) in a flash!? I thought 12.50 - 14 resistance forest was going to prove a headache... Spoken too soon.It is already proving a headache. Corrective wave forming. Fibo comes to mind. Waiting for wave 3,usually the longest and strongest for an exit. @SufficientlyP
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Sufficiently Philanga....thropic wrote:hisah wrote:Wow! Heading back to the rights issue offer price (14) in a flash!? I thought 12.50 - 14 resistance forest was going to prove a headache... Spoken too soon.It is already proving a headache. Corrective wave forming. Fibo comes to mind. Waiting for wave 3,usually the longest and strongest for an exit. hapa hakuna mambo na waves HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Just in. >>> Operating performance; 2nd Qtr - July to September 2013 >>> https://www.nse.co.ke/listed-com...ss-release-kenya-airways
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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2Q 2013-14 (July-Sep 2013) seems rather muted compared to 2Q 2012-13. Reduced frequencies/capacity to many 'busy' destinations including London - which acts as feeder for Africa traffic - Mumbai and Delhi. These reductions are post-election reductions which means the hurt is real. Capacity Utilization (PLF) seem to have risen but are they sufficient to offset lower passenger numbers & flights? At least flights to the Far East (China) picked up where India dropped off. Dubai seems busy & Abu Dhabi is the new kid on the block EXCEPT there will be some cannibalism of Dubai. Etihad (not Emirates Oops! thanks @horton] uses KQ to feed its hub in Abu Dhabi so that is additional business BUT Emirates (via Abu Dhabi) also flies to London, Amsterdam, Mumbai, Delhi and Bangkok which eat into KQ's potential passenger base. My conclusion based on limited information is that KQ may be on a recovery path but it is nothing to write home about. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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VituVingiSana wrote:2Q 2013-14 (July-Sep 2013) seems rather muted compared to 2Q 2012-13. Reduced frequencies/capacity to many 'busy' destinations including London - which acts as feeder for Africa traffic - Mumbai and Delhi. These reductions are post-election reductions which means the hurt is real.
Capacity Utilization (PLF) seem to have risen but are they sufficient to offset lower passenger numbers & flights?
At least flights to the Far East (China) picked up where India dropped off. Dubai seems busy & Abu Dhabi is the new kid on the block EXCEPT there will be some cannibalism of Dubai. Emirates uses KQ to feed its hub in Abu Dhabi so that is additional business BUT Emirates (via Abu Dhabi) also flies to London, Amsterdam, Mumbai, Delhi and Bangkok which eat into KQ's potential passenger base.
My conclusion based on limited information is that KQ may be on a recovery path but it is nothing to write home about. Erm u mean ETIHAAD outta AUH dontcha?? No EK from abudhabi!
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Horton wrote:VituVingiSana wrote:2Q 2013-14 (July-Sep 2013) seems rather muted compared to 2Q 2012-13. Reduced frequencies/capacity to many 'busy' destinations including London - which acts as feeder for Africa traffic - Mumbai and Delhi. These reductions are post-election reductions which means the hurt is real.
Capacity Utilization (PLF) seem to have risen but are they sufficient to offset lower passenger numbers & flights?
At least flights to the Far East (China) picked up where India dropped off. Dubai seems busy & Abu Dhabi is the new kid on the block EXCEPT there will be some cannibalism of Dubai. Emirates uses KQ to feed its hub in Abu Dhabi so that is additional business BUT Emirates (via Abu Dhabi) also flies to London, Amsterdam, Mumbai, Delhi and Bangkok which eat into KQ's potential passenger base.
My conclusion based on limited information is that KQ may be on a recovery path but it is nothing to write home about. Erm u mean ETIHAAD outta AUH dontcha?? No EK from abudhabi! Yes, Etihad, and not Emirates, out of AUH. Emirates has no code-share with KQ out of DBX. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Q2 passenger stats are dissapointing...The PLF's are just inline with my estimates...key routes such as those within Africa are struggling...it looks like ET is eating their lunch...with SAA planning to expand within the continent things will get tough..the airline had to cut alot of capacity just to push those PLF's up...thats what I expect from them but thats not what project mawingu is all about...unless KQ made cost savings of around Ksh3-4Bn in H1 03/2014 I wont be shocked to see them report a loss next week.
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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the deal wrote:Q2 passenger stats are dissapointing...The PLF's are just inline with my estimates...key routes such as those within Africa are struggling...it looks like ET is eating their lunch...with SAA planning to expand within the continent things will get tough..the airline had to cut alot of capacity just to push those PLF's up...thats what I expect from them but thats not what project mawingu is all about...unless KQ made cost savings of around Ksh3-4Bn in H1 03/2014 I wont be shocked to see them report a loss next week. a loss? pepo mbaya!!! :) HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 10/9/2008 Posts: 5,389
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