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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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Where can one get a percentage rating of current foreign investor holdings on the NSE listed companies? Or even a comparative e.g. Jan 2013 v Nov 2013? It may help in analysis of trends in market behavior.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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ecstacy wrote:Where can one get a percentage rating of current foreign investor holdings on the NSE listed companies? Or even a comparative e.g. Jan 2013 v Nov 2013? It may help in analysis of trends in market behavior. Check this out. Particularly table 27 http://www.cma.or.ke/index.php?...ew=docman&Itemid=229
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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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mwekez@ji wrote:ecstacy wrote:Where can one get a percentage rating of current foreign investor holdings on the NSE listed companies? Or even a comparative e.g. Jan 2013 v Nov 2013? It may help in analysis of trends in market behavior. Check this out. Particularly table 27 http://www.cma.or.ke/index.php?...ew=docman&Itemid=229  Thanks mate.
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Rank: Member Joined: 9/12/2009 Posts: 312
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Wondergirl wrote:guru267 wrote:1. Pan Africa... Forward EPS is like 13Bob plus dividend could be 5 - 7 bob
2. HFCK... Forward EPS is 4.22 and book value 25Bob. DPS = 1.5Bob
3. C&G, Berg, & Unga could be hidden gems for the patient and resilient investor! Good morning Madam Guru. How far do you expect HFCK to go? That is target and time line... P.s Thanks for Pan Africa, I made some mega money, thanks to your connection... Someone? Anyone?  
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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ecstacy wrote:mwekez@ji wrote:ecstacy wrote:Where can one get a percentage rating of current foreign investor holdings on the NSE listed companies? Or even a comparative e.g. Jan 2013 v Nov 2013? It may help in analysis of trends in market behavior. Check this out. Particularly table 27 http://www.cma.or.ke/index.php?...ew=docman&Itemid=229 Thanks mate. Welcome mate 
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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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S.Mutaga III wrote:S.Mutaga III wrote:My best bet for a one-year investment horizon is Pan Africa Insurance. The company made Ksh 800million in hy13 which was almost the same as fy12.Last year it gave a dividend of Ksh 3 per share, with such stellar half year results, I anticipate at least Ksh 5 per share in dividends for fy13. It is a guarantee already that this years results will exceed those of last year, the mystery is by how much. No other clear opportunities for now. My target is Ksh 150 by dec next year It was trading at around 62..now at around 69...11% gain in two weeks. Watch this space Great call. What is your exit price target or how much price leg room do we have left?
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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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guru267 wrote:1. Pan Africa... Forward EPS is like 13Bob plus dividend could be 5 - 7 bob
2. HFCK... Forward EPS is 4.22 and book value 25Bob. DPS = 1.5Bob
3. C&G, Berg, & Unga could be hidden gems for the patient and resilient investor! Thank you. I'm agreeable to most. Exit prices? Why Unga? Maybe I'd add SCOM.
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Rank: Member Joined: 2/16/2013 Posts: 123 Location: MSA
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mwekez@ji wrote:ecstacy wrote:Where can one get a percentage rating of current foreign investor holdings on the NSE listed companies? Or even a comparative e.g. Jan 2013 v Nov 2013? It may help in analysis of trends in market behavior. Check this out. Particularly table 27 http://www.cma.or.ke/index.php?...ew=docman&Itemid=229 Thanks @Mwekezaji was also looking for the same. Timely advice is as lovely as golden apples in a silver basket. Proverbs 25:11
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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young wrote:young wrote:
Follow the 3 stars :-
Panafric
HFCK
Safcom
Three stars in the sense that even at current prices it will return not less than 50% in terms of capital appreciation cum good dividends before end 2014. I mean Panafric at 120 bob Hfck. at 45 bob Safcom at. 15 bob In addition to the stars add the following sleeping giants for 2014 Bamburi. target. 320 bob Equity. target. 60 bob KPLC. target. 25 bob The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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ecstacy wrote:guru267 wrote:1. Pan Africa... Forward EPS is like 13Bob plus dividend could be 5 - 7 bob
2. HFCK... Forward EPS is 4.22 and book value 25Bob. DPS = 1.5Bob
n
3. C&G, Berg, & Unga could be hidden gems for the patient and resilient investor! Thank you. I'm agreeable to most. Exit prices? Why Unga? Maybe I'd add SCOM. My exit price on pan Africa is 110, HFCK 60, C&G 62, Berg 200, Unga 100 All have a five year (2018) target unless fundamentals change! Unga has an EPS of 4bob and a NAV per share of 40bob plus they are strategically setup for population explosions and inflation.. Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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guru267 wrote:ecstacy wrote:guru267 wrote:1. Pan Africa... Forward EPS is like 13Bob plus dividend could be 5 - 7 bob
2. HFCK... Forward EPS is 4.22 and book value 25Bob. DPS = 1.5Bob
n
3. C&G, Berg, & Unga could be hidden gems for the patient and resilient investor! Thank you. I'm agreeable to most. Exit prices? Why Unga? Maybe I'd add SCOM. My exit price on pan Africa is 110, HFCK 60, C&G 62, Berg 200, Unga 100 All have a five year (2018) target unless fundamentals change! Unga has an EPS of 4bob and a NAV per share of 40bob plus they are strategically setup for population explosions and inflation.. Good stuff. I am on NBK and HF and will add SCOM in due course with the 'right' timing. So far, so good.
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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@ecstacy; NBK I shun it because of the huge preferential shares in it's balance sheet.When the gava will wake up and want to convert them to ordinary shares there will be alot of price erosion due to the huge increase in the issued shares. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 2/16/2013 Posts: 123 Location: MSA
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young wrote:young wrote:young wrote:
Follow the 3 stars :-
Panafric
HFCK
Safcom
Three stars in the sense that even at current prices it will return not less than 50% in terms of capital appreciation cum good dividends before end 2014. I mean Panafric at 120 bob Hfck. at 45 bob Safcom at. 15 bob In addition to the stars add the following sleeping giants for 2014 Bamburi. target. 320 bob Equity. target. 60 bob KPLC. target. 25 bob I seem not to quite understand NIC, its seesaw between 60, and 62. What would be the story here. Is the price being depressed by some 'hands' before the results are out or!!! Timely advice is as lovely as golden apples in a silver basket. Proverbs 25:11
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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@ecstacy; NBK I shun it because of the huge preferential shares in it's balance sheet.When the gava will wake up and want to convert them to ordinary shares there will be alot of price erosion due to the huge increase in the issued shares. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 2/26/2008 Posts: 4,449
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Ericsson wrote:@ecstacy;
NBK I shun it because of the huge preferential shares in it's balance sheet.When the gava will wake up and want to convert them to ordinary shares there will be alot of price erosion due to the huge increase in the issued shares. ahem, I believe there are goodies coming up this quarter.. the market will come alive!
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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ecstacy wrote:Ericsson wrote:@ecstacy;
NBK I shun it because of the huge preferential shares in it's balance sheet.When the gava will wake up and want to convert them to ordinary shares there will be alot of price erosion due to the huge increase in the issued shares. ahem, I believe there are goodies coming up this quarter.. the market will come alive! A trailer load of CFCI... possunt quia posse videntur
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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@obiero nbk sfcm there then coop then kq it'll come to pass patiently on coop n kq Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: New-farer Joined: 4/23/2013 Posts: 14
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Any thoughts on CIC insurance The closer you look the less you see
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