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Insurance Counters at NSE - Valuation & recommendation
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CASHFLOW202
#181 Posted : Friday, January 24, 2014 1:12:31 PM
Rank: New-farer


Joined: 4/6/2013
Posts: 95
SittingPretty wrote:
mwekez@ji wrote:
SIB Insurance Sector Valuation update (13.11.2013)

PanAfric – BUY – TP 96.20 – 38.4% upside
Liberty – BUY – TP 17.91 – 37.8% upside
CIC – BUY – TP 6.17 – 35.7% upside
Britam – BUY – TP 13.51 – 31.1% upside
KenyaRe – BUY – TP 21.24 – 30.3% upside
Jubilee – BUY – TP 341.02 – 18.8% upside (Initiation of Coverage)


This was dead on accurate. Truly Mwekezaji
Monopoly was the industrial age money game and the name of the new game of money today in the information age is CASHFLOW
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Mucene
#182 Posted : Friday, January 24, 2014 10:24:01 PM
Rank: Member


Joined: 8/4/2012
Posts: 155
Location: Kenya
mwekez@ji wrote:
Quote:
Nakumatt Westgate in their submissions said they recorded a loss of over Sh1 billion but have recovered almost the same amount from their insurance company. http://www.standardmedia.co.ke/...til-owner-and-bank-agree


Any idea who is the insurance company?


Mayfair Insurance
If you don't want to go to plan B have a good plan A.
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Mukiri
#183 Posted : Friday, January 24, 2014 10:52:52 PM
Rank: Elder


Joined: 7/11/2012
Posts: 5,222
CASHFLOW202 wrote:
SittingPretty wrote:
mwekez@ji wrote:
SIB Insurance Sector Valuation update (13.11.2013)

PanAfric – BUY – TP 96.20 – 38.4% upside
Liberty – BUY – TP 17.91 – 37.8% upside
CIC – BUY – TP 6.17 – 35.7% upside
Britam – BUY – TP 13.51 – 31.1% upside
KenyaRe – BUY – TP 21.24 – 30.3% upside
Jubilee – BUY – TP 341.02 – 18.8% upside (Initiation of Coverage)


This was dead on accurate. Truly Mwekezaji

Applause Applause Applause

Proverbs 19:21
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mwekez@ji
#184 Posted : Saturday, January 25, 2014 9:49:00 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Mukiri wrote:
CASHFLOW202 wrote:
SittingPretty wrote:
mwekez@ji wrote:
SIB Insurance Sector Valuation update (13.11.2013)

PanAfric – BUY – TP 96.20 – 38.4% upside
Liberty – BUY – TP 17.91 – 37.8% upside
CIC – BUY – TP 6.17 – 35.7% upside
Britam – BUY – TP 13.51 – 31.1% upside
KenyaRe – BUY – TP 21.24 – 30.3% upside
Jubilee – BUY – TP 341.02 – 18.8% upside (Initiation of Coverage)


This was dead on accurate. Truly Mwekezaji

Applause Applause Applause

Angel Angel Angel thanks to sib
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mwekez@ji
#185 Posted : Saturday, January 25, 2014 9:53:50 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
Mucene wrote:
mwekez@ji wrote:
Quote:
Nakumatt Westgate in their submissions said they recorded a loss of over Sh1 billion but have recovered almost the same amount from their insurance company. http://www.standardmedia.co.ke/...til-owner-and-bank-agree


Any idea who is the insurance company?


Mayfair Insurance


Thank God its not among the listed. On re-insurance, kenya-re could be somehow dented. Waiting for FYR to read more but share price seem to say all is well Anxious
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Angelica _ann
#186 Posted : Monday, January 27, 2014 10:50:25 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,908
Is the behaviour of CFCI over the last 3 trading days for real; 14.8 to 17.2 now which direction is it headed!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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maka
#187 Posted : Monday, January 27, 2014 10:55:55 AM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Angelica _ann wrote:
Is the behaviour of CFCI over the last 3 trading days for real; 14.8 to 17.2 now which direction is it headed!


Its headed up...
possunt quia posse videntur
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mlennyma
#188 Posted : Monday, January 27, 2014 12:13:15 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
The volumes are very small,indicating that small un informed wajikus are desperately exiting at the only available highiest bid.
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#189 Posted : Tuesday, January 28, 2014 11:51:44 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
Crazy demand building up,i hope those few desperate sellers are shaken out.
"Don't let the fear of losing be greater than the excitement of winning."
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mlennyma
#190 Posted : Wednesday, January 29, 2014 9:46:25 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
The behaviour of cfci suggests some leaked information.
"Don't let the fear of losing be greater than the excitement of winning."
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stockshunter
#191 Posted : Wednesday, January 29, 2014 9:57:53 AM
Rank: Member


Joined: 1/16/2014
Posts: 114
Positive or negative information?
fear makes people live a miserable life.
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mlennyma
#192 Posted : Wednesday, January 29, 2014 10:10:47 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,184
Location: nairobi
I guess +ve
"Don't let the fear of losing be greater than the excitement of winning."
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maka
#193 Posted : Wednesday, January 29, 2014 10:17:13 AM
Rank: Elder


Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
mlennyma wrote:
I guess +ve

I concur...
possunt quia posse videntur
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kryptonite
#194 Posted : Wednesday, January 29, 2014 12:20:27 PM
Rank: Member


Joined: 2/1/2010
Posts: 272
Location: Nairobi
mlennyma wrote:
The behaviour of cfci suggests some leaked information.


Rumours of a buy out
The harder you work, the luckier you get
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stockshunter
#195 Posted : Wednesday, January 29, 2014 12:40:54 PM
Rank: Member


Joined: 1/16/2014
Posts: 114
kryptonite wrote:
mlennyma wrote:
The behaviour of cfci suggests some leaked information.


Rumours of a buy out

Rumours do make some people money while others burn their fingers, after a close shave in KK taught me the need to be in a stock that can stand on its own whether there is a suitor or not. All that said I rate Cfci fairly valued But am already gambling with CIC.
fear makes people live a miserable life.
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murchr
#196 Posted : Wednesday, January 29, 2014 7:15:03 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
mlennyma wrote:
Crazy demand building up,i hope those few desperate sellers are shaken out.


I hope so too
"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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Cde Monomotapa
#197 Posted : Wednesday, March 12, 2014 2:30:51 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Now, I've noted that we're either no longer interested in sharing information or we're no longer interested in encouraging informed decision making on Wazua.

How could the MPC pass without it being discussed here? Two, how can this "wikileaks" from IRA FY2013 be 3 days old and we don't have it here? Ama ni kujipanga siku hizi? Sad

4th Quarter Release
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murchr
#198 Posted : Wednesday, March 12, 2014 3:04:49 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
Cde Monomotapa wrote:
Now, I've noted that we're either no longer interested in sharing information or we're no longer interested in encouraging informed decision making on Wazua.

How could the MPC pass without it being discussed here? Two, how can this "wikileaks" from IRA FY2013 be 3 days old and we don't have it here? Ama ni kujipanga siku hizi? Sad

4th Quarter Release



Let me speak 4 myself and just say i've been lazy
"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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muganda
#199 Posted : Wednesday, March 12, 2014 3:17:57 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Sasaa chifu Simba,

Is MPC monetary policy committee or a different animal? Distintly remember a couple of posts on the CBR rate http://www.wazua.co.ke/forum.as...posts&t=2768&p=6 Or am I missing something?
Cde Monomotapa wrote:
Now, I've noted that we're either no longer interested in sharing information or we're no longer interested in encouraging informed decision making on Wazua.

How could the MPC pass without it being discussed here? Two, how can this "wikileaks" from IRA FY2014 be 3 days old and we don't have it here? Ama ni kujipanga siku hizi? Sad

4th Quarter Release



Otherwise asanta for the IRA release. It's your forte - you posted Q3 as well smile

A quick glance shows SIB was slightly off with gross premiums - they slightly understated. Not sure I understand why Jubilee numbers always forged on the report, while other seem to tie (Britam, CIC)
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Cde Monomotapa
#200 Posted : Wednesday, March 12, 2014 3:36:30 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
@muganda most welcome. There was a MPC (yes hiyo) on March 4th - bilaz https://www.centralbank....ing_of_4_March_2014.pdf

Sawa, but if I pull a @ycsun or @young things have to keep moving, right? So we come here to learn & that way we can have some perpetuity too.
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