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TPS East Africa vs Scangroup
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littledove
#1 Posted : Tuesday, May 17, 2016 4:11:10 PM
Rank: Veteran


Joined: 7/1/2014
Posts: 906
Location: sky
tps serena vs scangroup

The two stocks have been on my bear wish list from last year and interestingly both have hit 22 at the same time. i want to accumulate one of them because both are from the same segment (commercial and services)
Two years ago both were trading at 40s and five years ago both were trading at 60s. This means they have also shared the same trend on down ward share movement.
TPS have been more generous on dividend paying average of 1.30 per share apart from this year.
while scangroup average of 0.70 half of tps with the same price pattern which make tps more favorable if we consider dividends. on the other hand scangroup sits on a cash pile of 4billion which shows its not a struggling company.
we are nearing election period which i believe will benefit scangroup and disadvantage tps.
today i was tempted to pick scangroup when my order at ksh 21 was completed, but still im not very sure on the two.
how do wazuans think of the two companies? which information can help us to separate the two for best investment?
will the two go back to their former glory of 80s and above or one of them will lag behind?
as an investor i think this is the time to start accumulating one of them slowly
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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Aguytrying
#2 Posted : Wednesday, May 18, 2016 7:34:56 AM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
littledove wrote:
tps serena vs scangroup

The two stocks have been on my bear wish list from last year and interestingly both have hit 22 at the same time. i want to accumulate one of them because both are from the same segment (commercial and services)
Two years ago both were trading at 40s and five years ago both were trading at 60s. This means they have also shared the same trend on down ward share movement.
TPS have been more generous on dividend paying average of 1.30 per share apart from this year.
while scangroup average of 0.70 half of tps with the same price pattern which make tps more favorable if we consider dividends. on the other hand scangroup sits on a cash pile of 4billion which shows its not a struggling company.
we are nearing election period which i believe will benefit scangroup and disadvantage tps.
today i was tempted to pick scangroup when my order at ksh 21 was completed, but still im not very sure on the two.
how do wazuans think of the two companies? which information can help us to separate the two for best investment?
will the two go back to their former glory of 80s and above or one of them will lag behind?
as an investor i think this is the time to start accumulating one of them slowly


Good analysis there. Remember that scan group shares have been heavily diluted over the last few years. TPS not so much. I'm a TPS fan, the only challenge is the industry it operates in. I feel the security issues have been dealt with, we should now be on recovery path. I think the next few years the profits will return and the share price will follow.
The investor's chief problem - and even his worst enemy - is likely to be himself
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sparkly
#3 Posted : Wednesday, May 18, 2016 7:47:46 AM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
littledove wrote:
tps serena vs scangroup

The two stocks have been on my bear wish list from last year and interestingly both have hit 22 at the same time. i want to accumulate one of them because both are from the same segment (commercial and services)
Two years ago both were trading at 40s and five years ago both were trading at 60s. This means they have also shared the same trend on down ward share movement.
TPS have been more generous on dividend paying average of 1.30 per share apart from this year.
while scangroup average of 0.70 half of tps with the same price pattern which make tps more favorable if we consider dividends. on the other hand scangroup sits on a cash pile of 4billion which shows its not a struggling company.
we are nearing election period which i believe will benefit scangroup and disadvantage tps.
today i was tempted to pick scangroup when my order at ksh 21 was completed, but still im not very sure on the two.
how do wazuans think of the two companies? which information can help us to separate the two for best investment?
will the two go back to their former glory of 80s and above or one of them will lag behind?
as an investor i think this is the time to start accumulating one of them slowly


I prefer TPS:
1. They have tangible assets- Hotels and camps
2. Ownership and Management - TPS owned majority by Ismailia community with Agha Khan support behind them. Scangroup is a one man company.
3. Although both suffer from economic macro economic shocks and cyclical business, TPS operates in tourism commodity business, less risky than advertising which depends on creativity of personnel, key client accounts.
Life is short. Live passionately.
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enyands
#4 Posted : Wednesday, May 18, 2016 8:02:19 AM
Rank: Elder


Joined: 12/25/2014
Posts: 2,300
Location: kenya
sparkly wrote:
littledove wrote:
tps serena vs scangroup

The two stocks have been on my bear wish list from last year and interestingly both have hit 22 at the same time. i want to accumulate one of them because both are from the same segment (commercial and services)
Two years ago both were trading at 40s and five years ago both were trading at 60s. This means they have also shared the same trend on down ward share movement.
TPS have been more generous on dividend paying average of 1.30 per share apart from this year.
while scangroup average of 0.70 half of tps with the same price pattern which make tps more favorable if we consider dividends. on the other hand scangroup sits on a cash pile of 4billion which shows its not a struggling company.
we are nearing election period which i believe will benefit scangroup and disadvantage tps.
today i was tempted to pick scangroup when my order at ksh 21 was completed, but still im not very sure on the two.
how do wazuans think of the two companies? which information can help us to separate the two for best investment?
will the two go back to their former glory of 80s and above or one of them will lag behind?
as an investor i think this is the time to start accumulating one of them slowly


I prefer TIPS
1. They have tangible assets- Hotels and camps
2. Ownership and Management - TPS owned majority by Ismailia community with Agha Khan support behind them. Scangroup is a one man company.
3.


I'll go tps all day long . Better dividends than most banks like coop bank and had a potential of rebouncing when bear goes to hibernate .though with elections coming near I expect it to drop further
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littledove
#5 Posted : Wednesday, May 18, 2016 9:19:55 AM
Rank: Veteran


Joined: 7/1/2014
Posts: 906
Location: sky
Aguytrying wrote:
littledove wrote:
tps serena vs scangroup

The two stocks have been on my bear wish list from last year and interestingly both have hit 22 at the same time. i want to accumulate one of them because both are from the same segment (commercial and services)
Two years ago both were trading at 40s and five years ago both were trading at 60s. This means they have also shared the same trend on down ward share movement.
TPS have been more generous on dividend paying average of 1.30 per share apart from this year.
while scangroup average of 0.70 half of tps with the same price pattern which make tps more favorable if we consider dividends. on the other hand scangroup sits on a cash pile of 4billion which shows its not a struggling company.
we are nearing election period which i believe will benefit scangroup and disadvantage tps.
today i was tempted to pick scangroup when my order at ksh 21 was completed, but still im not very sure on the two.
how do wazuans think of the two companies? which information can help us to separate the two for best investment?
will the two go back to their former glory of 80s and above or one of them will lag behind?
as an investor i think this is the time to start accumulating one of them slowly


Good analysis there. Remember that scan group shares have been heavily diluted over the last few years. TPS not so much. I'm a TPS fan, the only challenge is the industry it operates in. I feel the security issues have been dealt with, we should now be on recovery path. I think the next few years the profits will return and the share price will follow.

i expect tps also to dilute through right issue if tourist numbers dont recover as fast as expected, and this is likely due to next year election in kenya - their major market. remember last year they borrowed a 2billion loan.
http://www.nation.co.ke/business/Serena-bets-big-on-tourism-rebound--gets-Sh2bn-loan/-/996/2845518/-/c2t78tz/-/index.html
and from that loan the effect on full year results: Unrealized exchange loss on foreign currency loans 121.566m almost half of profit made that year
Net interest expense 224.232m equal to almost the whole profit made.
if the numbers don't recover fast they will surely struggle to repay the loan hence the possibility of right issue
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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muganda
#6 Posted : Wednesday, May 18, 2016 1:11:50 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Well @littledove, I struggled to find a Commerical & Services company worth the trouble with fair mid-term prospects from the Newspapers, to Tourism, to Retailers, to Advertising or the national Airline.

If you're hang up on the sector, pick Safaricom. It will always fluctuate so buy at 17/- or below.
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