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Thoughts on TPS Serena
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maka
#21 Posted : Thursday, February 05, 2015 3:03:07 PM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
bubethi wrote:
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


Nothing on this...
possunt quia posse videntur
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Mart_Consult
#22 Posted : Tuesday, February 17, 2015 10:02:25 AM
Rank: Member

Joined: 11/7/2013
Posts: 127
Location: Nairobi, Kenya
Just seen a tweet stating TPS SERENA has given a profit warning. Good entry point in the near future? Still believe the firm has good prospects going forward!
I went into the (Ferry) industry knowing the same thing I knew with all other businesses I went into- Nothing. Then I built it from there. - Sheldon Adelson (Titans at the Table- Giants of Macau)
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mlennyma
#23 Posted : Tuesday, February 17, 2015 10:28:20 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
http://mobile.reuters.co...N0VR06Z20150217?irpc=932
"Don't let the fear of losing be greater than the excitement of winning."
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mkonomtupu
#24 Posted : Tuesday, February 17, 2015 10:56:50 AM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
mlennyma wrote:
http://mobile.reuters.com/article/idUSL5N0VR06Z20150217?irpc=932


interesting how this one was trading 2 million shares last week and they say NSE is not a fish market

Ok let's see how low this one will go
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mlennyma
#25 Posted : Tuesday, February 17, 2015 11:11:47 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The introduction of value added taxes on tourism services and park fees in 2013 also affected Kenya's overall competitiveness,
"Don't let the fear of losing be greater than the excitement of winning."
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Pesa Nane
#26 Posted : Tuesday, February 17, 2015 12:45:15 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Mart_Consult wrote:
Just seen a tweet stating TPS SERENA has given a profit warning. Good entry point in the near future? Still believe the firm has good prospects going forward!


Pesa Nane plans to be shilingi when he grows up.
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Aguytrying
#27 Posted : Tuesday, February 17, 2015 1:53:05 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up
The investor's chief problem - and even his worst enemy - is likely to be himself
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mkonomtupu
#28 Posted : Tuesday, February 17, 2015 2:08:01 PM
Rank: Veteran

Joined: 2/10/2010
Posts: 1,001
Location: River Road
Aguytrying wrote:
The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up


it will be quite a while before tourism recovers. Again there is a lot of competition coming up
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Boris Boyka
#29 Posted : Tuesday, February 17, 2015 5:07:35 PM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
mkonomtupu wrote:
Aguytrying wrote:
The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up


it will be quite a while before tourism recovers. Again there is a lot of competition coming up

@Aguy is the buying guru, non of your convincing will stop him from buying untill he sees 1000% + in loss smile
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Aguytrying
#30 Posted : Tuesday, February 17, 2015 5:34:15 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Boris Boyka wrote:
mkonomtupu wrote:
Aguytrying wrote:
The company is experiencing serious headwinds. Im shocked that coastal region business is still in bad shape. Nevertheless, its a good company, It should pull through in the next few years, hoping tourism picks up


it will be quite a while before tourism recovers. Again there is a lot of competition coming up

@Aguy is the buying guru, non of your convincing will stop him from buying untill he sees 1000% + in loss smile


haha. u just laugh at me, my laggards will wake up one day. kk already waking up
The investor's chief problem - and even his worst enemy - is likely to be himself
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