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Is 25.00/- SCOM by book closure too optimistic?
Paul Owuor
#1 Posted : Monday, April 13, 2015 1:23:53 PM
Rank: New-farer

Joined: 7/3/2011
Posts: 30
Location: Nairobi
Is KES 25.00/share SCOM by book closure too optimistic?

I think their results will be better than 2013 therefore more dividends which will create demand for the counter.
I used to be a pig but I am now a bull-bear hybrid.
Pesa Nane
#2 Posted : Monday, April 13, 2015 1:43:29 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Paul Owuor wrote:
I think their results will be better than 2013 therefore more dividends which will create demand for the counter.

What an analysis!!
55% Gains in a couple of months?! Wow. Thanks for the insight. I am off to the broker right away.

BUY! BUY! BUY!

And where have you been all this time I have been losing $$$$?? What about Home Afrika?? Express? Please don't kaza information, please tell!!!!!
Pesa Nane plans to be shilingi when he grows up.
Lolest!
#3 Posted : Monday, April 13, 2015 2:43:52 PM
Rank: Elder

Joined: 3/18/2011
Posts: 12,069
Location: Kianjokoma
Pesa Nane wrote:
Paul Owuor wrote:
I think their results will be better than 2013 therefore more dividends which will create demand for the counter.

What an analysis!!
55% Gains in a couple of months?! Wow. Thanks for the insight. I am off to the broker right away.

BUY! BUY! BUY!

And where have you been all this time I have been losing $$$$?? What about Home Afrika?? Express? Please don't kaza information, please tell!!!!!

prophet Owuor
Laughing out loudly smile Applause d'oh! Sad Drool Liar Shame on you Pray
Paul Owuor
#4 Posted : Monday, April 13, 2015 2:51:52 PM
Rank: New-farer

Joined: 7/3/2011
Posts: 30
Location: Nairobi
Pesa Nane wrote:
Paul Owuor wrote:
I think their results will be better than 2013 therefore more dividends which will create demand for the counter.

What an analysis!!
55% Gains in a couple of months?! Wow. Thanks for the insight. I am off to the broker right away.

BUY! BUY! BUY!

And where have you been all this time I have been losing $$$$?? What about Home Afrika?? Express? Please don't kaza information, please tell!!!!!


@Pesa Nane.They will announce a record 2014 FY PAT.I read somewhere that they are planning to enter the digital box business.Their boxes will have the ability to provide wi-fi.However,the counter has P/E of 36 and beta of around 2 last time I checked(about a week ago).This hints that it might be overvalued at the moment.But to be sure that its overvalued,I need the price to book ratio which I couldn't find.Other counters I am following include KNRE,BBK,COOP and KENO.I would advise you to think long term and don't rely on my analysis fully.Confirm and correct me where I am wrong.

Tell more about more about HAFR? Expess.No!I will explain.
I used to be a pig but I am now a bull-bear hybrid.
maka
#5 Posted : Monday, April 13, 2015 3:04:07 PM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Laughing out loudly
Lolest! wrote:
Pesa Nane wrote:
Paul Owuor wrote:
I think their results will be better than 2013 therefore more dividends which will create demand for the counter.

What an analysis!!
55% Gains in a couple of months?! Wow. Thanks for the insight. I am off to the broker right away.

BUY! BUY! BUY!

And where have you been all this time I have been losing $$$$?? What about Home Afrika?? Express? Please don't kaza information, please tell!!!!!

prophet Owuor


Laughing out loudly Laughing out loudly
possunt quia posse videntur
theking
#6 Posted : Monday, April 13, 2015 3:25:42 PM
Rank: Member

Joined: 1/25/2010
Posts: 344
Paul Owuor wrote:
Pesa Nane wrote:
Paul Owuor wrote:
I think their results will be better than 2013 therefore more dividends which will create demand for the counter.

What an analysis!!
55% Gains in a couple of months?! Wow. Thanks for the insight. I am off to the broker right away.

BUY! BUY! BUY!

And where have you been all this time I have been losing $$$$?? What about Home Afrika?? Express? Please don't kaza information, please tell!!!!!


@Pesa Nane.They will announce a record 2014 FY PAT.I read somewhere that they are planning to enter the digital box business.Their boxes will have the ability to provide wi-fi.However,the counter has P/E of 36 and beta of around 2 last time I checked(about a week ago).This hints that it might be overvalued at the moment.But to be sure that its overvalued,I need the price to book ratio which I couldn't find.Other counters I am following include KNRE,BBK,COOP and KENO.I would advise you to think long term and don't rely on my analysis fully.Confirm and correct me where I am wrong.

Tell more about more about HAFR? Expess.No!I will explain.


you took pesa nane's response seriously? he was being sarcastic Laughing out loudly Laughing out loudly Laughing out loudly
watesh
#7 Posted : Monday, April 13, 2015 4:07:27 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
As per half year results growth in net profit was 31% but revenue just 15%.... if revenue cost outpaced net profit the share might stand a chance past 18 but as for now, dividend might grow to ksh0.6 and at ksh18 the dividend yield will be 3.3% which near what the big banks are giving. Unless the new data business formula brings in lots of revenue and mpesa revenue grows higher than H1 or new fast moving product, my ceiling price is 18
Ericsson
#8 Posted : Monday, April 13, 2015 4:30:09 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,809
Location: NAIROBI
Remember there is also the acquisition of YU mobile that will be reflected in the full year results in May
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
murchr
#9 Posted : Monday, April 13, 2015 4:43:00 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Pesa Nane wrote:
Paul Owuor wrote:
I think their results will be better than 2013 therefore more dividends which will create demand for the counter.

What an analysis!!
55% Gains in a couple of months?! Wow. Thanks for the insight. I am off to the broker right away.

BUY! BUY! BUY!

And where have you been all this time I have been losing $$$$?? What about Home Afrika?? Express? Please don't kaza information, please tell!!!!!


1 month... smile
"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
.
vickii
#10 Posted : Tuesday, April 14, 2015 10:26:50 AM
Rank: New-farer

Joined: 3/13/2014
Posts: 16
watesh wrote:
As per half year results growth in net profit was 31% but revenue just 15%.... if revenue cost outpaced net profit the share might stand a chance past 18 but as for now, dividend might grow to ksh0.6 and at ksh18 the dividend yield will be 3.3% which near what the big banks are giving. Unless the new data business formula brings in lots of revenue and mpesa revenue grows higher than H1 or new fast moving product, my ceiling price is 18


On point Watesh. well based on valuation. but you cannot tell the market madness but 18 is a good amount to think about
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