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Madness at the NSE
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mlennyma
#901 Posted : Thursday, August 27, 2015 11:04:34 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,187
Location: nairobi
Profit declines are the order of the day, so many coming at a very bearish season
"Don't let the fear of losing be greater than the excitement of winning."
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uchumi
#902 Posted : Thursday, August 27, 2015 11:14:54 AM
Rank: Member


Joined: 9/16/2006
Posts: 233
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.
“I don’t regret the things I’ve done, I regret the things I didn’t do when I had the chance.”
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moneydust
#903 Posted : Thursday, August 27, 2015 12:45:14 PM
Rank: Member


Joined: 1/31/2007
Posts: 304
uchumi wrote:
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.

For these two, one better enquire if they have any dollar denominated loans or else one might get a shocker.
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moneydust
#904 Posted : Thursday, August 27, 2015 12:48:21 PM
Rank: Member


Joined: 1/31/2007
Posts: 304
moneydust wrote:
uchumi wrote:
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.

For these two, one better enquire if they have any dollar denominated loans or else one might get a shocker.

Going forward all the companies must be evaluated for their exposure to foreign currency risk
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sparkly
#905 Posted : Thursday, August 27, 2015 1:55:45 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
moneydust wrote:
moneydust wrote:
uchumi wrote:
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.

For these two, one better enquire if they have any dollar denominated loans or else one might get a shocker.

Going forward all the companies must be evaluated for their exposure to foreign currency risk


Forex and fuel costs are "pass through" borne by the consumers
Life is short. Live passionately.
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moneydust
#906 Posted : Thursday, August 27, 2015 3:32:58 PM
Rank: Member


Joined: 1/31/2007
Posts: 304
sparkly wrote:
moneydust wrote:
moneydust wrote:
uchumi wrote:
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.

For these two, one better enquire if they have any dollar denominated loans or else one might get a shocker.

Going forward all the companies must be evaluated for their exposure to foreign currency risk


Forex and fuel costs are "pass through" borne by the consumers

Does it also cover foreign denominated loans??
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moneydust
#907 Posted : Thursday, August 27, 2015 3:35:26 PM
Rank: Member


Joined: 1/31/2007
Posts: 304
sparkly wrote:
moneydust wrote:
moneydust wrote:
uchumi wrote:
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.

For these two, one better enquire if they have any dollar denominated loans or else one might get a shocker.

Going forward all the companies must be evaluated for their exposure to foreign currency risk


Forex and fuel costs are "pass through" borne by the consumers

Does it also cover foreign denominated loans??
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shocks
#908 Posted : Thursday, August 27, 2015 4:09:59 PM
Rank: Member


Joined: 3/15/2009
Posts: 362
moneydust wrote:
sparkly wrote:
moneydust wrote:
moneydust wrote:
uchumi wrote:
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.

For these two, one better enquire if they have any dollar denominated loans or else one might get a shocker.

Going forward all the companies must be evaluated for their exposure to foreign currency risk


Forex and fuel costs are "pass through" borne by the consumers

Does it also cover foreign denominated loans??

yes, thats the forex bit

Electricity Bill Components
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uchumi
#909 Posted : Thursday, August 27, 2015 4:21:15 PM
Rank: Member


Joined: 9/16/2006
Posts: 233

Expect record profits from both companies.

“I don’t regret the things I’ve done, I regret the things I didn’t do when I had the chance.”
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heri
#910 Posted : Thursday, August 27, 2015 4:30:30 PM
Rank: Member


Joined: 9/14/2011
Posts: 857
Location: nairobi
uchumi wrote:

Expect record profits from both companies.



Record profits may not mean better share prices at this time but i guess for longterm, these are good value shares

when do we expect the results?
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smit
#911 Posted : Thursday, August 27, 2015 5:04:32 PM
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Joined: 4/23/2008
Posts: 11
time to go in is now
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TheGeek
#912 Posted : Thursday, August 27, 2015 5:31:07 PM
Rank: Member


Joined: 7/3/2014
Posts: 245
uchumi wrote:
We expect good results from both Kenya power and Ken gen.Considering the half year results ken gen might make a profit of 10billion and Kenya power 15billion.This year will definitely be for utility.

basing on the prices the right time to buy is now since they will be announcing record profits.


Interesting.
what do the charts say ?
In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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mwekez@ji
#913 Posted : Thursday, August 27, 2015 5:36:29 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
heri wrote:
uchumi wrote:

Expect record profits from both companies.



Record profits may not mean better share prices at this time but i guess for longterm, these are good value shares

when do we expect the results?


Expecting late October
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Chaka
#914 Posted : Thursday, August 27, 2015 6:21:39 PM
Rank: Elder


Joined: 2/16/2007
Posts: 2,114
On KP vs KenGen profits,is it fair that the retailer makes more profit than the 'manufacturer'?And how does KenGen workout the cost of producing power so that it sells it at a profit?
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hisah
#915 Posted : Thursday, August 27, 2015 6:27:37 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
Long KPLC short Kengen. Simple. I expect the latter to post very ugly forex losses.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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hisah
#916 Posted : Thursday, August 27, 2015 6:36:30 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
House attempt to regulate interest rates fails

This house is full of mad men. If such a law was to be enforced banking stocks would fall off a cliff!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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TheGeek
#917 Posted : Thursday, August 27, 2015 9:05:53 PM
Rank: Member


Joined: 7/3/2014
Posts: 245
hisah wrote:
House attempt to regulate interest rates fails

This house is full of mad men. If such a law was to be enforced banking stocks would fall off a cliff!


In the world of securities, courage and patience become the supreme virtues after adequate knowledge and a tested judgment are at hand.
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 Report Abusive | Report SPAM | Edit by user: Thursday, August 27, 2015 9:43 PM | Reason: Not specified
sparkly
#918 Posted : Thursday, August 27, 2015 9:51:23 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
hisah wrote:
Long KPLC short Kengen. Simple. I expect the latter to post very ugly forex losses.


@Hisah aren't the Forex costs passed through to KPLC and ultimately to the consumer? Kengen gets a flat tariff for power sold to the distributor.
Life is short. Live passionately.
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hisah
#919 Posted : Thursday, August 27, 2015 10:00:25 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977
sparkly wrote:
hisah wrote:
Long KPLC short Kengen. Simple. I expect the latter to post very ugly forex losses.


@Hisah aren't the Forex costs passed through to KPLC and ultimately to the consumer? Kengen gets a flat tariff for power sold to the distributor.

Those FX loans that kengen has is what I'm looking at.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Ericsson
#920 Posted : Friday, August 28, 2015 7:38:31 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,769
Location: NAIROBI
Stock markets rally worldwide.
Chinese pension funds to pump 2 trillion yuan to the stock mkt.
Banks to provide a further 1.3 trillion yuans in loans to institutional investors to buy shares in the Chinese stock mkt.
Governments that care about investors in the stock mkt.
Here in Kenya uko pekee yako
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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