wazua Fri, Feb 7, 2025
Welcome Guest Search | Active Topics | Log In | Register

7 Pages123>»
KQ all the way to the World Cup!
Options
Previous Topic · Next Topic
mv_ufanisi
#1 Posted : Monday, March 15, 2010 10:06:59 AM
Rank: Member


Joined: 1/15/2010
Posts: 625
KQ finally breaks the 60 barrier. Where is this baby headed to. The foreigners have put so much wind on its sails its zooming like a rocket.
Back to top
 Report Abusive | Report SPAM
guru267
#2 Posted : Monday, March 15, 2010 10:26:25 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@mvufanisi i've just seen trades for this stock cross 1 million shares.... the bulls are going drive this stock all the way to above 70bob...
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
Tulip
#3 Posted : Monday, March 15, 2010 11:36:38 AM
Rank: New-farer


Joined: 3/15/2010
Posts: 5
Location: Kenya
@mv_ufanisi KQ is headed for the tops, full on demand and no supply.
Back to top
 Report Abusive | Report SPAM
sparkly
#4 Posted : Monday, March 15, 2010 5:25:00 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@mv-ufanisi please explain why you think KQ will benefit overly from the world cup.

IMHO the only way that KQ will benefit is if it has alot of idle capacity that it will utilise during the world cup month. Otherwise it will have to charge above normal rates. I don't see KQ charging above normal rates due to the competition with other airlines on the europe-africa routes.

Furthermore, the worldcup will only last one month and i expect the operating costs to increase substantially.

I have a feeling that speculation is very high on this stock.
Life is short. Live passionately.
Back to top
 Report Abusive | Report SPAM
Kaufman
#5 Posted : Monday, March 15, 2010 6:18:02 PM
Rank: New-farer


Joined: 1/29/2010
Posts: 23
The most common phrase I find posted about any stock listed on NSE is "THIS STOCK IS HIGHLY SPECULATED" The fundamentals of KQ and domination on african routes will drive this stock even higher, throughout much of this year. The WorldCup will only add to the sweetness.
Back to top
 Report Abusive | Report SPAM
sparkly
#6 Posted : Monday, March 15, 2010 7:48:23 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
@kaufman yes I am on record that as saying that IMHO, KQ is highly speculated on. You remind me of some lively debate that used to go on and on about equity, until the share got stuck in what appears like very thick mud. What, in your view is the true value of KQ based on fundamentals?
Life is short. Live passionately.
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#7 Posted : Tuesday, March 16, 2010 1:59:07 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
KQ is more than the world cup. They dominate Africa (together with Ethiopian)...

Also oil is $82.50... this will help with hedges...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
mv_ufanisi
#8 Posted : Tuesday, March 16, 2010 12:43:01 PM
Rank: Member


Joined: 1/15/2010
Posts: 625
KQ keeps moving. almost 2 million shares bought today. The crazy thing about human psychology is that this share looks more attractive than it did at 19 Kshs.
Back to top
 Report Abusive | Report SPAM
guru267
#9 Posted : Tuesday, March 16, 2010 12:49:59 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
this share is extremely HOT... its traded more than 6million shares in 2 weeks... even though i strongly believe its over valued.. i still regret the day i sold out of it...
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#10 Posted : Tuesday, March 16, 2010 1:19:23 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
@guru - How is it over-valued?

The MINIMUM I expect for EPS is 5/- (without the hedge gains)...
I think it will do 5-7 as EPS & that includes the bad 1/2 year when the KQ staff went on strike...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#11 Posted : Tuesday, March 16, 2010 1:20:32 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
I forgot to mention, the BA strike will benefit KQ as higher paying customers shift to KQ from London to Nairobi.

Also many business class customers will move to KQ from BA for the period before & during the strike...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#12 Posted : Tuesday, March 16, 2010 1:20:53 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
I forgot to mention, the BA strike will benefit KQ as higher paying customers shift to KQ from London to Nairobi.

Also many business class customers will move to KQ from BA for the period before & during the strike...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
selah
#13 Posted : Tuesday, March 16, 2010 1:55:38 PM
Rank: Elder


Joined: 10/13/2009
Posts: 1,950
Location: in kenya
Airlines are capital intensive businesses that are very hard to plan long term due to volatility of the industry .
Today you might be a leader tomorrow you are filing for bankrupcy just like the Japan airline.

But given that Kq has been able to wade this waters successfully I think this stock has a bright future.

'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
Back to top
 Report Abusive | Report SPAM
guru267
#14 Posted : Tuesday, March 16, 2010 2:05:27 PM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
@VVS you might be right about the EPS are they still hedging because my major worry is a rise in fuel prices as a result of global recovery??
Mark 12:29
Deuteronomy 4:16
Back to top
 Report Abusive | Report SPAM
mlefu
#15 Posted : Tuesday, March 16, 2010 3:11:43 PM
Rank: Elder


Joined: 2/11/2007
Posts: 1,680
Location: nairobi
there was a day i laughed at someone thinking he was mislead in to buying at 28..for one good reason i was broke. he watched it dip further and further and finally cld not handle the stress anymore and he left to Tanzania...am wondering...do they have internet there coz at 60!!!! he must be packing his bags..he had sold a parcel at Ruaka for 5M and all went to KQ..I WONT CRY.


PIERCE..PESA YAKO NATAYARISHA.
Back to top
 Report Abusive | Report SPAM
VituVingiSana
#16 Posted : Wednesday, March 17, 2010 12:21:31 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,136
Location: Nairobi
guru267 wrote:
@VVS you might be right about the EPS are they still hedging because my major worry is a rise in fuel prices as a result of global recovery??

Depends on the new hedges they have since the 30 Sep 2009...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
 Report Abusive | Report SPAM
mv_ufanisi
#17 Posted : Wednesday, March 17, 2010 10:02:26 AM
Rank: Member


Joined: 1/15/2010
Posts: 625
Somebody is buying big into this company. Just saw a single trade of 700k shares. Given an average of 2 million shares traded for the last few trading days it seems someone is just buying and buying. It's 50% foreigner. I wonder if there is a major play going on for this stock.
Back to top
 Report Abusive | Report SPAM
Gatheuzi
#18 Posted : Wednesday, March 17, 2010 10:21:29 AM
Rank: Veteran


Joined: 8/16/2009
Posts: 994
Let us wait and see the results around May. Looks like holding helped a great deal for those who did not sell.
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.
Back to top
 Report Abusive | Report SPAM
2012
#19 Posted : Wednesday, March 17, 2010 11:14:29 AM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
sparkly wrote:
@mv-ufanisi please explain why you think KQ will benefit overly from the world cup.


KQ will benefit somewhat from the World Cup but the one counter that will benefit immensely form the tournament is scangroup. They're managing the media spend for the WC title sponsor Coke not only for EA but a huge region. We're talking serious figures! So there's a tip, get yourself some scangroup.

BBI will solve it :)
Back to top
 Report Abusive | Report SPAM
Pierce
#20 Posted : Wednesday, March 17, 2010 12:02:16 PM
Rank: Veteran


Joined: 3/16/2009
Posts: 1,464
2012 wrote:
sparkly wrote:
@mv-ufanisi please explain why you think KQ will benefit overly from the world cup.


KQ will benefit somewhat from the World Cup but the one counter that will benefit immensely form the tournament is scangroup. They're managing the media spend for the WC title sponsor Coke not only for EA but a huge region. We're talking serious figures! So there's a tip, get yourself some scangroup.


@2012,do you think the monies to be made/benefits to accrue to ScanGroup are already factored in the current price of Kshs28?

Also how big a region are we looking at here?
Back to top
 Report Abusive | Report SPAM
Users browsing this topic
Guest (6)
7 Pages123>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2025 Wazua.co.ke. All Rights Reserved.