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KenolKobil HY 2016 ebitda +5.9%, net profit +29.5%
Rank: Member Joined: 11/1/2013 Posts: 257
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Worthy to note 2016 H1 PAT represents 59.1% of 2015FY No diagnosis,no pragnosis,no pragnosis no profit......Jesse livermore
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Spikes wrote:sparkly wrote:karasinga wrote:hope you wont mind my busy chart. trying bar by bar analysis.  What is the meaning of the very many coloured candlesticks - Orange, red, blue, black, plain. Also the blue up-slopping that are not joining any 2 points Sub 11 bob is threateningly on the way today  You are saddist but that will make you miss many investment opportunities  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: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY That includes a one-time 400mn hit coz of the KPRL write-off! Otherwise, the numbers would look even better. Ohana has something up his sleeve. Why give up $4mn just like that? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY iam now looking for anyone negative about Kk,its very dangerous when majority are positive ,some negatives can be swept under the carpet "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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VituVingiSana wrote:Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY That includes a one-time 400mn hit coz of the KPRL write-off! Otherwise, the numbers would look even better. Ohana has something up his sleeve. Why give up $4mn just like that? sometimes you want to clear anything that can tie your independent decisions on your cow,so that when you take a stand nobody whispers "Don't let the fear of losing be greater than the excitement of winning."
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Rank: User Joined: 1/20/2014 Posts: 3,528
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mlennyma wrote:Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY iam now looking for anyone negative about Kk,its very dangerous when majority are positive ,some negatives can be swept under the carpet KK was and is a sound business. They made mistakes and encountered challenges. However, they have identified and worked around most and their recovery is phenomenal. Ohana will surprise many,as long as the microenvironment is stable Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Othelo wrote:mlennyma wrote:Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY iam now looking for anyone negative about Kk,its very dangerous when majority are positive ,some negatives can be swept under the carpet KK was and is a sound business. They made mistakes and encountered challenges. However, they have identified and worked around most and their recovery is phenomenal. Ohana will surprise many,as long as the microenvironment is stable Ok,30cts final dividend is guaranteed,35cts will be more generous to make a total of 50cts "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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KK will be a big beneficiary should that interest bill become law "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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sparkly wrote:karasinga wrote:hope you wont mind my busy chart. trying bar by bar analysis. What is the meaning of the very many coloured candlesticks - Orange, red, blue, black, plain. Also the blue up-slopping that are not joining any 2 points @ sparkly, these helps me know what to expect from price. red= overbought, blue= look for possible +ve reversal, orange= look for potential -ve reversal, black= candle closed lower than open, plain= candle closed higher than open. blue up-slopping that are not joining any 2 points =pitchfork let me know what needs more clarification. It's not over until I winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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VituVingiSana wrote:karasinga wrote:hope you wont mind my busy chart. trying bar by bar analysis. I wish I understood the charts... @VVS, I fear my own humble musings would be much inferior to the excellent work that YOU have already produced here at wazua. at times I wish I understood fundamentals... It's not over until I winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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karasinga wrote:VituVingiSana wrote:karasinga wrote:hope you wont mind my busy chart. trying bar by bar analysis. I wish I understood the charts... @VVS, I fear my own humble musings would be much inferior to the excellent work that YOU have already produced here at wazua. at times I wish I understood fundamentals... I find fundamentals "easier" to understand. Though one has to dig through each item for hidden (+ve or -ve) information. I am following your thread but I admit I need to spend more time on understanding the graphs. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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mlennyma wrote:KK will be a big beneficiary should that interest bill become law UK should sign the Bill pap! The delay means he has second thoughts. Or will do so [with amendments] closer to elections. I would benefit as: @VVS borrows Unga borrows KK borrows I&M may suffer in the short-term KenRe may suffer in the short-term but it can adjust easily. It is a net depositor so getting a minimum of 70% of CBR is not bad. TPSEA (not a core holding but looks interesting) will benefit as it plans its expansion. Williamson/Kapchorua may be fine coz they can negotiate higher deposit rates for their cash BUT there main problem are low(er) tea prices. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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VituVingiSana wrote:karasinga wrote:VituVingiSana wrote:karasinga wrote:hope you wont mind my busy chart. trying bar by bar analysis. I wish I understood the charts... @VVS, I fear my own humble musings would be much inferior to the excellent work that YOU have already produced here at wazua. at times I wish I understood fundamentals... I find fundamentals "easier" to understand. Though one has to dig through each item for hidden (+ve or -ve) information. I am following your thread but I admit I need to spend more time on understanding the graphs. Tough to master both. Most investors - even some obscenely successful ones - are limited to one. Having tried TA back in 2011/12 and failed miserably, I let that ship sail. The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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lochaz-index wrote:VituVingiSana wrote:karasinga wrote:VituVingiSana wrote:karasinga wrote:hope you wont mind my busy chart. trying bar by bar analysis. I wish I understood the charts... @VVS, I fear my own humble musings would be much inferior to the excellent work that YOU have already produced here at wazua. at times I wish I understood fundamentals... I find fundamentals "easier" to understand. Though one has to dig through each item for hidden (+ve or -ve) information. I am following your thread but I admit I need to spend more time on understanding the graphs. Tough to master both. Most investors - even some obscenely successful ones - are limited to one. Having tried TA back in 2011/12 and failed miserably, I let that ship sail. bar by bar analysis continues... 9th August 2016. spinning top formed. This confirms prior analysis made for the last two trading days.This demonstrates some indecision on the part of the bulls and the bears and would warrant watching for the next day’s price action. It's not over until I winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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VituVingiSana wrote:Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY That includes a one-time 400mn hit coz of the KPRL write-off! Otherwise, the numbers would look even better. Ohana has something up his sleeve. Why give up $4mn just like that? Me think the 400mn will NOT be one-off item. The total KPRL yield shift claim was a whooping Ksh. 1.2Bn!!!  (Though there was a counter-claim of Ksh. 3.5Bn if memory serves me right Again, I could be wrong Pesa Nane plans to be shilingi when he grows up.
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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CheckYourSix wrote:karasinga wrote:hope you wont mind my busy chart. trying bar by bar analysis. I would pay for a crash course on these charts. If you decide to do a 1 week training, do count me in as a student. If you are not open to doing classes, I would love some guidance/mentorship for a small fee of course as I self learn though through guidance. I'm 20yrs old so don't quote insane corporate figures. Right now, I have a small portfolio but mainly acquired through fundamental analysis, observing volumes && RSI. Of course also looking at reasonable PE levels, EPS and DPS. I have not done accounts but I'm extremely good at maths in general currently pursuing an engineering course as I work Let me know how I can contact you in case you are interested. dear CheckYourSix, I feel you comrade... your suggestion was well received. But to be honest with you, I am still learning the nuggets of trading.now 1yr and a few months. It will be important I get it right before embarking on your request. could be you and anyone else interested can start posting your charts here and learn from one another. apologies if my response didn't meet your objective. It's not over until I winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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Pesa Nane wrote:VituVingiSana wrote:Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY That includes a one-time 400mn hit coz of the KPRL write-off! Otherwise, the numbers would look even better. Ohana has something up his sleeve. Why give up $4mn just like that? Me think the 400mn will NOT be one-off item. The total KPRL yield shift claim was a whooping Ksh. 1.2Bn!!! (Though there was a counter-claim of Ksh. 3.5Bn if memory serves me right Again, I could be wrong Why the 400mn write-off? Why just 400mn [if the total amount is 1.2bn] and not the whole amount? 1) KRA rules? [See how KRA has reacted to banks writing off bad loans] 2) Forced by auditors since the amount has not been collected for many years? 3) A write-down to a level KK thinks they may get if there's a settlement? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Muscular trades above 11 and definitely not small men "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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VituVingiSana wrote:Pesa Nane wrote:VituVingiSana wrote:Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY That includes a one-time 400mn hit coz of the KPRL write-off! Otherwise, the numbers would look even better. Ohana has something up his sleeve. Why give up $4mn just like that? Me think the 400mn will NOT be one-off item. The total KPRL yield shift claim was a whooping Ksh. 1.2Bn!!! (Though there was a counter-claim of Ksh. 3.5Bn if memory serves me right Again, I could be wrong Why the 400mn write-off? Why just 400mn [if the total amount is 1.2bn] and not the whole amount? 1) KRA rules? [See how KRA has reacted to banks writing off bad loans] 2) Forced by auditors since the amount has not been collected for many years? 3) A write-down to a level KK thinks they may get if there's a settlement? Creative accounting on IFRS
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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VituVingiSana wrote:Pesa Nane wrote:VituVingiSana wrote:Magnate wrote:Worthy to note 2016 H1 PAT represents 59.1% of 2015FY That includes a one-time 400mn hit coz of the KPRL write-off! Otherwise, the numbers would look even better. Ohana has something up his sleeve. Why give up $4mn just like that? Me think the 400mn will NOT be one-off item. The total KPRL yield shift claim was a whooping Ksh. 1.2Bn!!! (Though there was a counter-claim of Ksh. 3.5Bn if memory serves me right Again, I could be wrong Why the 400mn write-off? Why just 400mn [if the total amount is 1.2bn] and not the whole amount? @VVS remember the Ksh. 1.2 is not a DEBT but a CLAIM against KK. Further, the parties made an out-of-court settlement when Ohana took over but the details were never made public. It would not be a surprise to see another provision when times are still good rather than be seen to be cash-rich (higher div. pressure) yet 'indebted'1) KRA rules? [See how KRA has reacted to banks writing off bad loans] 2) Forced by auditors since the amount has not been collected for many years? 3) A write-down to a level KK thinks they may get if there's a settlement? Pesa Nane plans to be shilingi when he grows up.
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