Kausha wrote:biddii wrote:Hi Members,
What are thoughts on TPS Serena? Good Investment?
NAV of 55 against market price of 35/-. I know tourism is a tough industry at the moment but hits in Mombasa should be compensated by increase in Tz business. Also a weaker shilling should reflect better on the bottom line.
Thoughts welcome
Simmilar problems undoing
KQ here. I would wait for higher travel numbers before doing something about it.
The ground will shift positively for KQ in the years to come - say after 2018, why?
1. The Greenfields Terminal will attract transit passengers this way. As it is, the new small Terminal 1-A is already diverting pax to JKIA from other regional ports.
2. The American's venture into shale oil will continue to see the oil prices heading South or otherwise cut the OPEC gluttony
3. The Mawingu Project will have come of age