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Briatm, Britam, Britam sounds like sweet candy!
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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Aguytrying wrote:@Realtreaty. At what p/e and p/b is it trading at now?
BRITAM FUNDAMENTALS (22.07.2015) - D&B MKT Price: 15.80Real EPS: 1.47Trailing EPS: 1.47P/E: 10.7 Vs Industry Average of 10.1Trailing P/E: 10.7 Vs Industry Average of 10.1NAV: 11.22 Vs Industry Average of 57.7P/B: 1.4 Vs Industry Average of 1.7Issued Shares: 1,938,415,838Dividend Yield: 1.90 Vs Industry Average of 2.2DPS: 0.30 Vs Industry Average of 2.0% Retention Rate: 79.59% Growth: - Actual PEG: - MKT Cap: 30,626,970,240Shareholders Equity: 21,750,595,000PAT: 2,840,268,000ROE: 13.06Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 8/16/2011 Posts: 2,297
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Pesa Nane wrote:Aguytrying wrote:@Realtreaty. At what p/e and p/b is it trading at now?
BRITAM FUNDAMENTALS (22.07.2015) - D&B MKT Price: 15.80Real EPS: 1.47Trailing EPS: 1.47P/E: 10.7 Vs Industry Average of 10.1Trailing P/E: 10.7 Vs Industry Average of 10.1NAV: 11.22 Vs Industry Average of 57.7P/B: 1.4 Vs Industry Average of 1.7Issued Shares: 1,938,415,838Dividend Yield: 1.90 Vs Industry Average of 2.2DPS: 0.30 Vs Industry Average of 2.0% Retention Rate: 79.59% Growth: - Actual PEG: - MKT Cap: 30,626,970,240Shareholders Equity: 21,750,595,000PAT: 2,840,268,000ROE: 13.06 As I said earlier, this is forced trend It has made/ making the mauritian govt to loose money if they intend to hold on R/Dawat stocks s they engage in a protracted case of poli-business economics. If they intend to sell that block, it will not buy an equivalent or service the debt or stolen funds and may be bought by a company ffiliated to the same R/Dawat. In agro-business its called culling! Who is smarter now if the foreign govt dispose?
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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Pesa Nane wrote:Aguytrying wrote:@Realtreaty. At what p/e and p/b is it trading at now?
BRITAM FUNDAMENTALS (22.07.2015) - D&B MKT Price: 15.80Real EPS: 1.47Trailing EPS: 1.47P/E: 10.7 Vs Industry Average of 10.1Trailing P/E: 10.7 Vs Industry Average of 10.1NAV: 11.22 Vs Industry Average of 57.7P/B: 1.4 Vs Industry Average of 1.7Issued Shares: 1,938,415,838Dividend Yield: 1.90 Vs Industry Average of 2.2DPS: 0.30 Vs Industry Average of 2.0% Retention Rate: 79.59% Growth: - Actual PEG: - MKT Cap: 30,626,970,240Shareholders Equity: 21,750,595,000PAT: 2,840,268,000ROE: 13.06 Thanks. You are like an encyclopedia. So at below 9.00 would be a good time to get cheque book out. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 8/16/2009 Posts: 994
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Gatheuzi wrote:Zoori wrote:nyakosh wrote:This Britam almost gave me heart attack.
I have lost a lot.to hell with it, am disposing everything be greedy when others are fearful Search for "Golden Handcuffs" by @ hisa, in the thread of "eliott wave". He saw the crash coming almost one year ago. Sell now because 12 is coming. We should hit 12 and below very soon. 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: Veteran Joined: 11/2/2006 Posts: 1,206 Location: Nairobi
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Gatheuzi wrote:Gatheuzi wrote:Zoori wrote:nyakosh wrote:This Britam almost gave me heart attack.
I have lost a lot.to hell with it, am disposing everything be greedy when others are fearful Search for "Golden Handcuffs" by @ hisa, in the thread of "eliott wave". He saw the crash coming almost one year ago. Sell now because 12 is coming. We should hit 12 and below very soon. Bought at 29,painful but fundamentals intact. We shall get back to 30s someday....till then, I hold on! Formally employed people often live their employers' dream & forget about their own.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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Aguytrying wrote:Pesa Nane wrote:Aguytrying wrote:@Realtreaty. At what p/e and p/b is it trading at now?
BRITAM FUNDAMENTALS (22.07.2015) - D&B MKT Price: 15.80Real EPS: 1.47Trailing EPS: 1.47P/E: 10.7 Vs Industry Average of 10.1Trailing P/E: 10.7 Vs Industry Average of 10.1NAV: 11.22 Vs Industry Average of 57.7P/B: 1.4 Vs Industry Average of 1.7Issued Shares: 1,938,415,838Dividend Yield: 1.90 Vs Industry Average of 2.2DPS: 0.30 Vs Industry Average of 2.0% Retention Rate: 79.59% Growth: - Actual PEG: - MKT Cap: 30,626,970,240Shareholders Equity: 21,750,595,000PAT: 2,840,268,000ROE: 13.06 Thanks. You are like an encyclopedia. So at below 9.00 would be a good time to get cheque book out. Wait for the FY (Q3 for banks) results. A lot of crimping will happen to the historical values posted by @pesa nane. Not only on britam, but the financial sector courtesy of CBK's tightening madness. Insurance firms equity portfolios have already dipped. Banks lending income will dip as well as forex income also cut by CBK capping their daily fx transactions.
MPC meeting on Aug 5 will signal what else the CB thinks. No need trying to second guess them. The shock rate hikes and the harsh liquidity tightening already tells you the CB's mood.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 4/22/2010 Posts: 11,522 Location: Nairobi
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hisah wrote:Aguytrying wrote:Pesa Nane wrote:Aguytrying wrote:@Realtreaty. At what p/e and p/b is it trading at now?
BRITAM FUNDAMENTALS (22.07.2015) - D&B MKT Price: 15.80Real EPS: 1.47Trailing EPS: 1.47P/E: 10.7 Vs Industry Average of 10.1Trailing P/E: 10.7 Vs Industry Average of 10.1NAV: 11.22 Vs Industry Average of 57.7P/B: 1.4 Vs Industry Average of 1.7Issued Shares: 1,938,415,838Dividend Yield: 1.90 Vs Industry Average of 2.2DPS: 0.30 Vs Industry Average of 2.0% Retention Rate: 79.59% Growth: - Actual PEG: - MKT Cap: 30,626,970,240Shareholders Equity: 21,750,595,000PAT: 2,840,268,000ROE: 13.06 Thanks. You are like an encyclopedia. So at below 9.00 would be a good time to get cheque book out. Wait for the FY (Q3 for banks) results. A lot of crimping will happen to the historical values posted by @pesa nane. Not only on britam, but the financial sector courtesy of CBK's tightening madness. Insurance firms equity portfolios have already dipped. Banks lending income will dip as well as forex income also cut by CBK capping their daily fx transactions.
MPC meeting on Aug 5 will signal what else the CB thinks. No need trying to second guess them. The shock rate hikes and the harsh liquidity tightening already tells you the CB's mood. Add to that reduced income from Fixed Income...most bonds bought prior to the rate hike are underwater currently... possunt quia posse videntur
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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maka wrote:hisah wrote:Aguytrying wrote:Pesa Nane wrote:Aguytrying wrote:@Realtreaty. At what p/e and p/b is it trading at now?
BRITAM FUNDAMENTALS (22.07.2015) - D&B MKT Price: 15.80Real EPS: 1.47Trailing EPS: 1.47P/E: 10.7 Vs Industry Average of 10.1Trailing P/E: 10.7 Vs Industry Average of 10.1NAV: 11.22 Vs Industry Average of 57.7P/B: 1.4 Vs Industry Average of 1.7Issued Shares: 1,938,415,838Dividend Yield: 1.90 Vs Industry Average of 2.2DPS: 0.30 Vs Industry Average of 2.0% Retention Rate: 79.59% Growth: - Actual PEG: - MKT Cap: 30,626,970,240Shareholders Equity: 21,750,595,000PAT: 2,840,268,000ROE: 13.06 Thanks. You are like an encyclopedia. So at below 9.00 would be a good time to get cheque book out. Wait for the FY (Q3 for banks) results. A lot of crimping will happen to the historical values posted by @pesa nane. Not only on britam, but the financial sector courtesy of CBK's tightening madness. Insurance firms equity portfolios have already dipped. Banks lending income will dip as well as forex income also cut by CBK capping their daily fx transactions.
MPC meeting on Aug 5 will signal what else the CB thinks. No need trying to second guess them. The shock rate hikes and the harsh liquidity tightening already tells you the CB's mood. Add to that reduced income from Fixed Income...most bonds bought prior to the rate hike are underwater currently... Add to the general economic slump currently being experienced in major sectors of the economy. Not looking good. 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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Rank: Elder Joined: 8/16/2011 Posts: 2,297
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Any Gossip on GESKENYA2015 Deals????? Me and my Family are waiting for this. Which Firms are likely to have attracted investors and govts? Any Mauritian face in GES2015?
We know Chinese were here,Germans keep coming French came first, Italians gazed and now the POTUS with his groupie.
As HY 2015 results come in we will be in a position to here who dipped what!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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hisah wrote:Aguytrying wrote:Pesa Nane wrote:Aguytrying wrote:@Realtreaty. At what p/e and p/b is it trading at now?
BRITAM FUNDAMENTALS (22.07.2015) - D&B MKT Price: 15.80Real EPS: 1.47Trailing EPS: 1.47P/E: 10.7 Vs Industry Average of 10.1Trailing P/E: 10.7 Vs Industry Average of 10.1NAV: 11.22 Vs Industry Average of 57.7P/B: 1.4 Vs Industry Average of 1.7Issued Shares: 1,938,415,838Dividend Yield: 1.90 Vs Industry Average of 2.2DPS: 0.30 Vs Industry Average of 2.0% Retention Rate: 79.59% Growth: - Actual PEG: - MKT Cap: 30,626,970,240Shareholders Equity: 21,750,595,000PAT: 2,840,268,000ROE: 13.06 Thanks. You are like an encyclopedia. So at below 9.00 would be a good time to get cheque book out. Wait for the FY (Q3 for banks) results. A lot of crimping will happen to the historical values posted by @pesa nane. Not only on britam, but the financial sector courtesy of CBK's tightening madness. Insurance firms equity portfolios have already dipped. Banks lending income will dip as well as forex income also cut by CBK capping their daily fx transactions.
MPC meeting on Aug 5 will signal what else the CB thinks. No need trying to second guess them. The shock rate hikes and the harsh liquidity tightening already tells you the CB's mood. I hear u. The pot is yet to be sweetened. Im keeping tabs on the fundies as we go down. This time I'm using a price range to buy a pe range of 7-5. Dividend Yield approaching 10 is also a guide The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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Realtreaty wrote:Any Gossip on GESKENYA2015 Deals????? Me and my Family are waiting for this. Which Firms are likely to have attracted investors and govts? Any Mauritian face in GES2015?
We know Chinese were here,Germans keep coming French came first, Italians gazed and now the POTUS with his groupie.
As HY 2015 results come in we will be in a position to here who dipped what! is this a competition to kengen? http://www.businessdailyafrica.com/Kenya--SkyPower-sign-Sh220bn-solar-power-deal/-/539546/2809726/-/11xifp8/-/index.htmlThere are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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@littledove No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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Ericsson wrote:@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid. noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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littledove wrote:Ericsson wrote:@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid. noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 8/16/2011 Posts: 2,297
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VituVingiSana wrote:littledove wrote:Ericsson wrote:@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid. noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer. There are signs of a "U"Turn to maybe goodness. This may leverage at 18 till Mauritian govt sells off their candy if they win their court cases on R/Dawats
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Rank: Member Joined: 9/11/2014 Posts: 228 Location: Nairobi
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VituVingiSana wrote:littledove wrote:Ericsson wrote:@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid. noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer. They can't buy what is not sold. The solar consumers may not be paying KP anything unless the supplier first sells to KP. For those near the grid, the mode will probably be that they use all they want before selling surplus to KP. Which means fewer end-users or less units sold by KP.
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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iris wrote:VituVingiSana wrote:littledove wrote:Ericsson wrote:@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid. noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer. They can't buy what is not sold. The solar consumers may not be paying KP anything unless the supplier first sells to KP. For those near the grid, the mode will probably be that they use all they want before selling surplus to KP. Which means fewer end-users or less units sold by KP. True but which (large) consumers are near these huge projects? Kenya's largest consumers are in Nairobi and Central. This is unlikely to change for the next 10 years but will over 20 years. Machakos is coming up but not (significantly) for another 5 years. LAPSSET not 5-10 years. Galana irrigation scheme not for 5-10 years. My point is that whereas these power projects will be ready in 3-10 years, will the (nearby & significant) off take customers be ready or will KPLC be the one to take the power? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 8/16/2011 Posts: 2,297
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Rank: Member Joined: 1/3/2011 Posts: 264 Location: Nairobi
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VituVingiSana wrote:iris wrote:VituVingiSana wrote:littledove wrote:Ericsson wrote:@littledove
No competition to kengen;this is for the production of the solar power panels to be used in offshoot locations or places not very near the electric grid. noted@Ericsson, if that the case kplc is the loser, because if the panels are affordable even those near electric grid will opt for solar KPLC is in the business of selling electricity to the end-user. Unless the Solar Farm guys can set up the 'last-mile' (to the consumer) then KPLC remains their preferred buyer. They can't buy what is not sold. The solar consumers may not be paying KP anything unless the supplier first sells to KP. For those near the grid, the mode will probably be that they use all they want before selling surplus to KP. Which means fewer end-users or less units sold by KP. True but which (large) consumers are near these huge projects? Kenya's largest consumers are in Nairobi and Central. This is unlikely to change for the next 10 years but will over 20 years. Machakos is coming up but not (significantly) for another 5 years. LAPSSET not 5-10 years. Galana irrigation scheme not for 5-10 years. My point is that whereas these power projects will be ready in 3-10 years, will the (nearby & significant) off take customers be ready or will KPLC be the one to take the power? KPLC promised to have 1 million new connections annually. I do pray that Wanjiku stops using charcoal and wood for cooking as power becomes cheaper (economies of scale). In any case, we are looking at pure organic growth, which takes sometime. Mr. Buffet would like this.
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Rank: Elder Joined: 8/16/2011 Posts: 2,297
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Britam will still record a positive HY2015 growth of over 8 to 20%.
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Wazua
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Briatm, Britam, Britam sounds like sweet candy!
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