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KQ.... Be carefull.
Rank: Member Joined: 2/12/2008 Posts: 345
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A pretty high climber over last several tradin sessions...yesterday's price of sh23.50 is up 33% what it was 10tradin days ago...n far much bigger compared to lowest price reported this year..
Financial year ends march 31st thus due release soon.
Please note profit warnin issued earlier on
Also note that EPS year to year growth for 07 was -62.01 drop compared to 06.... Whatever their results..it will be worse than 06 let alone 07
Is it underpriced? Probably..but the fluctuation in price frenzy will increase toward announcements.
Make an informed decision please.
DISCLAIMER: This is the opinion of one Jammo,CFA,CPA,Opinionated and Loud,based in nairobi. Whilst care has been taken in compiling the data to be as most factual n logical,he doesn't accept any responsibility of accuracy or completeness of info contained herein..neither does he purport to be a genius!
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Rank: Member Joined: 6/3/2006 Posts: 553
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@jammo,good looking out. The thicker the thigh the sweeter the pie. The thicker the thigh the sweeter the pie.
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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@jammo - ALL the stuff you say (the bad stuff) has been factored in. The good stuff: 1) KQ expects a better 2H 2) Stronger US$ helps since 90% revenue in US$. 3) Lower oil prices (except for hedged fuel costs but these are sunk costs) for the unhedged portion 4) Better/newer,efficient planes 4) Passenger recovery (no PEV this year,yet). Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 6/3/2006 Posts: 553
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guys are 'in the gym' on this one The thicker the thigh the sweeter the pie. The thicker the thigh the sweeter the pie.
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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What does that mean? 'In the gym' Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 1/12/2007 Posts: 75
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I agree with Jammo's sentiments on this one. The fundamentals are still not very positive considering KQ is probably the most exposed counter with the global financial meltdown,irrespective of drop in oil prices,regional dominance etc. Besides,the profit warning has not been discounted by changing fortunes.
The price surge is speculative,and there will be some burnt fingers when the results are announced. Please tread carefully.
reithi
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years. Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,551 Location: nairobi
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the internet never forgets
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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@Jammo aka @ProverB remains the undisputed KQ analyst. He wrote it off when most of us still thought there was hope. Today a good number of wazuans have come to appreciate how complex it is for KQ to make and KEEP money. Those still gambling can continue doing so, after all its their money. Time is money, so money is time. Money saved is time gained in reverse! Money stores your life’s energy. You expend your energy, get paid money, and store that money for a future purchase made in a currency.
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Gatheuzi wrote:@Jammo aka @ProverB remains the undisputed KQ analyst. He wrote it off when most of us still thought there was hope. Today a good number of wazuans have come to appreciate how complex it is for KQ to make and KEEP money. Those still gambling can continue doing so, after all its their money. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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VituVingiSana wrote:LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years.
Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Mistakes made. Lessons learnt. The very hard way. May I not repeat the mistakes again. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/22/2009 Posts: 7,460
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VituVingiSana wrote:VituVingiSana wrote:LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years.
Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Mistakes made. Lessons learnt. The very hard way. May I not repeat the mistakes again. @vvs - How much did you lose on this one??? Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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MaichBlack wrote:VituVingiSana wrote:VituVingiSana wrote:LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years.
Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Mistakes made. Lessons learnt. The very hard way. May I not repeat the mistakes again. @vvs - How much did you lose on this one???  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 11/15/2013 Posts: 1,977 Location: Here
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VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:VituVingiSana wrote:LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years.
Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Mistakes made. Lessons learnt. The very hard way. May I not repeat the mistakes again. @vvs - How much did you lose on this one??? 30% Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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Rank: Elder Joined: 6/23/2009 Posts: 13,551 Location: nairobi
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Boris Boyka wrote:VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:VituVingiSana wrote:LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years.
Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Mistakes made. Lessons learnt. The very hard way. May I not repeat the mistakes again. @vvs - How much did you lose on this one??? 30% More like 280%
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
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obiero wrote:Boris Boyka wrote:VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:VituVingiSana wrote:LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years.
Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Mistakes made. Lessons learnt. The very hard way. May I not repeat the mistakes again. @vvs - How much did you lose on this one??? 30% More like 280% The pain KQ has caused to very many investors is legendary. Comparative only to the shenanigans at Mumias and Uchumi ..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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ProverB wrote:obiero wrote:Boris Boyka wrote:VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:VituVingiSana wrote:LOL... even Jammo says it is under-priced so unless you are a speculator why not buy now. I have. Why? I believe they will do better than expected (the profit warning is old news) and they have the cash to grow over the next 2 years.
Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Mistakes made. Lessons learnt. The very hard way. May I not repeat the mistakes again. @vvs - How much did you lose on this one??? 30% More like 280% The pain KQ has caused to very many investors is legendary. Comparative only to the shenanigans at Mumias and Uchumi What's the common denominator? (10 marks) The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Elder Joined: 3/19/2010 Posts: 3,504 Location: Uganda
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280%??? man you have a steel heart. Some people would have already joined the 12elders in worshipping the Lord. Yaana wange kuwa wameona musa na kondoo tayari punda amecheka
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Rank: Member Joined: 5/8/2008 Posts: 288
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newfarer wrote:280%??? man you have a steel heart. Some people would have already joined the 12elders in worshipping the Lord. Yaana wange kuwa wameona musa na kondoo tayari Wololo...actualizing the book of Revelations
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Rank: Member Joined: 6/14/2010 Posts: 521 Location: Nairobi
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newfarer wrote:280%??? man you have a steel heart. Some people would have already joined the 12elders in worshipping the Lord. Yaana wange kuwa wameona musa na kondoo tayari  Am laughing at the joke. Not the 280% loss.
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KQ.... Be carefull.
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