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East African Breweries
Rank: Hello Joined: 7/7/2016 Posts: 1
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Any insights on EABL.Am new at this...just wondering...is it too expensive a counter to try and get in. Especially because I could only afford 200-300 if I got in.
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Rank: Member Joined: 8/17/2007 Posts: 294
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kali2 wrote:Any insights on EABL.Am new at this...just wondering...is it too expensive a counter to try and get in. Especially because I could only afford 200-300 if I got in. well it depends. how many do you intend to buy? just one? or you can afford 2?
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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kali2 wrote:Any insights on EABL.Am new at this...just wondering...is it too expensive a counter to try and get in. Especially because I could only afford 200-300 if I got in. Look at value not price when buying a stock KEGN, KPLC, KQ, SCOM
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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kali2 wrote:Any insights on EABL.Am new at this...just wondering...is it too expensive a counter to try and get in. Especially because I could only afford 200-300 if I got in. They have very high debt levels thanks to serengeti, growth is slow, competition is checking in and compared to the general market, expensive. I used to hold a significant share of my portfolio under EABL when there was a moat and zero debt.
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Rank: Veteran Joined: 8/28/2015 Posts: 1,247
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Horton wrote:kali2 wrote:Any insights on EABL.Am new at this...just wondering...is it too expensive a counter to try and get in. Especially because I could only afford 200-300 if I got in. They have very high debt levels thanks to serengeti, growth is slow, competition is checking in and compared to the general market, expensive. I used to hold a significant share of my portfolio under EABL when there was a moat and zero debt. well stated @horton. who was the chief financier n for how long? ,Behold, a sower went forth to sow;....
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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After the grand coalition and NARC regime business has been tough for EABL Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Ericsson wrote:After the grand coalition and NARC regime business has been tough for EABL Next is BAT!!! 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: 6/23/2009 Posts: 13,549 Location: nairobi
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Angelica _ann wrote:Ericsson wrote:After the grand coalition and NARC regime business has been tough for EABL Next is BAT!!! I put all the suspects on yassers list and some questions were asked but the exchange bar stays strong on my inside 411
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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Rank: Elder Joined: 7/23/2008 Posts: 3,017
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mkate_nusu wrote:kali2 wrote:Any insights on EABL.Am new at this...just wondering...is it too expensive a counter to try and get in. Especially because I could only afford 200-300 if I got in. Look at value not price when buying a stock The right advice should be to not get in yet until he/she understands how stocks work. Cue 1; Stocks are not like bread and milk where monetary amount equates to cheap/expensive  "The purpose of bureaucracy is to compensate for incompetence and lack of discipline." James Collins
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 9/29/2010 Posts: 679 Location: nairobi
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VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 9/29/2010 Posts: 679 Location: nairobi
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VituVingiSana wrote:kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. the exclusive territories are paid for in form of goodwill so this is no concession on their part, a distributor has to fork out 50m in a bank guarantee and provide another 50 in working capital, eabl does not do any branding, they have no case to justify a monopoly...
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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kizee1 wrote:VituVingiSana wrote:kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. the exclusive territories are paid for in form of goodwill so this is no concession on their part, a distributor has to fork out 50m in a bank guarantee and provide another 50 in working capital, eabl does not do any branding, they have no case to justify a monopoly... Companies that perfected the art of giving handouts to government officials to maintain their monopolies really suffering, because of; 1. Anti bribery laws back home in UK 2. Uhuru is a free market president. This is an opportunity for local manufacturers like Keroche, Kevian, Mastermind to thrive. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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VituVingiSana wrote:kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. Bia Tosha has led the way. Kudos madam
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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sparkly wrote:kizee1 wrote:VituVingiSana wrote:kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. the exclusive territories are paid for in form of goodwill so this is no concession on their part, a distributor has to fork out 50m in a bank guarantee and provide another 50 in working capital, eabl does not do any branding, they have no case to justify a monopoly... Companies that perfected the art of giving handouts to government officials to maintain their monopolies really suffering, because of; 1. Anti bribery laws back home in UK 2. Uhuru is a free market president.    This is an opportunity for local manufacturers like Keroche, Kevian, Mastermind to thrive. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 5/30/2016 Posts: 332 Location: Kayole
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VituVingiSana wrote:sparkly wrote:kizee1 wrote:VituVingiSana wrote:kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. the exclusive territories are paid for in form of goodwill so this is no concession on their part, a distributor has to fork out 50m in a bank guarantee and provide another 50 in working capital, eabl does not do any branding, they have no case to justify a monopoly... Companies that perfected the art of giving handouts to government officials to maintain their monopolies really suffering, because of; 1. Anti bribery laws back home in UK 2. Uhuru is a free market president. This is an opportunity for local manufacturers like Keroche, Kevian, Mastermind to thrive. Jubilee garment is the worst thing that happened to NSE KEGN, KPLC, KQ, SCOM
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Rank: Veteran Joined: 11/13/2015 Posts: 1,596
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sparkly wrote:kizee1 wrote:VituVingiSana wrote:kizee1 wrote:VituVingiSana wrote:Why don't EABL competitors set up their distribution networks? If the distributors want out of the contracts with EABL, they should evoke the clauses that allow for an amicable separation. Apple [Safaricom] was smart when it opened up its own stores. Controlling the value chain from manufacturing to retail [especially retail] is important. Apple stores are hugely profitable. Mumias benefitted from branding their sugar which a step towards controlling their retail presence. A pity they screwed up. Unga's products are "branded" so folks [like @VVS] look for "Unga" products. Unga has opened 2 retail "distribution" centers for some of their products. I hope they open more rather than relying solely on unreliable/competing distributors. isn't this against anti trust rules? why force a distributor to only distribute eabl products? its not like eabl subsidizes these distributors anyway Why should EABL subsidize the distributors who have "exclusive" territories? The distributors make a fixed amount per crate. I believe EABL does pay for branding the distributors lorries. Coca Cola does not allow retailers to store "Pepsi" products in their branded fridges. I think EABL should revoke the "exclusive" territories for those distributors who want to carry other brands. That allows all to prosper. Free market. the exclusive territories are paid for in form of goodwill so this is no concession on their part, a distributor has to fork out 50m in a bank guarantee and provide another 50 in working capital, eabl does not do any branding, they have no case to justify a monopoly... Companies that perfected the art of giving handouts to government officials to maintain their monopolies really suffering, because of; 1. Anti bribery laws back home in UK 2. Uhuru is a free market president. This is an opportunity for local manufacturers like Keroche, Kevian, Mastermind to thrive. Uhuru a free market president I need whisky right now...or even better just give me what you are smoking
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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UMK is doing good before giving the baton to WSR. NSE was down even during Moi and Kibaki days, it will rise!!!!!!!!! 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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