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Housing Finance: HFCK a diamond in the rough
Rank: Member Joined: 6/6/2016 Posts: 165 Location: Nairobi
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obiero wrote:snifadog wrote:obiero wrote:cyruskulei wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:Wakanyugi wrote:Angelica _ann wrote:Ericsson wrote:Wakanyugi wrote:cyruskulei wrote:[quote=Angelica _ann]Looks like some good work going on after Ireri left. HF reduces bad loans by Sh2bn in 6 months https://www.businessdail...62568-3lx2lp/index.html[/quote] Demand is building up on this counter. I dont know if there are some good news coming? Any one with info Cleaning up the loan book etc? Looks to me like preparation for a sale or merger. HFCK is a good candidate, say for large retail bank looking to beef up its mortgage function. Meba are you listening? Meba not interested,was once there. Co-op might be a good candidate to snap it. Coop, with its governance and management structure, don't think would go for mortgage business full throttle. They are abit conservative to me , bordering on docile. They seem to be in some comfort zone. Of course Giddi's vision prevails x100. l Then it is likely to be an overseas bank, ala SBM. With licence issuing frozen, this is the only way for a multinational bank to enter the local market. Unless Diamond Trust finds the appetite? Can the DTB & HFCK culture easily mesh? SBM is still digesting Chase. Does it really want to take another bank with dirty books? Unless it is a 100% buyout, why deal with 1000s of shareholders? Acquisition of HFCK will most likely be a 100% buyout that will lead to delisting It doesn’t seem like a fully distressed bank going by its bond repayment record There are lots of possibilities on this counter. Remember they created recently 500m new ordinary shares. They could be up for grabs to the best investor. A rally building up. If only they report a profit in Q3 then sky is the new floor @obiero, your obsession with junk counters is worrying. Have you not learnt anything from KQ? Steer clear of zombies on the NSE I don’t have much to learn but to teach. Turnaround stocks make some people wealthy. It has happened in Kenya, in Africa, globally. It’s not a strategy for everyone, so I excuse your tantrum Hapo ndio unakosea bwana
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:snifadog wrote:obiero wrote:cyruskulei wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:Wakanyugi wrote:Angelica _ann wrote:Ericsson wrote:Wakanyugi wrote:cyruskulei wrote:[quote=Angelica _ann]Looks like some good work going on after Ireri left. HF reduces bad loans by Sh2bn in 6 months https://www.businessdail...62568-3lx2lp/index.html[/quote] Demand is building up on this counter. I dont know if there are some good news coming? Any one with info Cleaning up the loan book etc? Looks to me like preparation for a sale or merger. HFCK is a good candidate, say for large retail bank looking to beef up its mortgage function. Meba are you listening? Meba not interested,was once there. Co-op might be a good candidate to snap it. Coop, with its governance and management structure, don't think would go for mortgage business full throttle. They are abit conservative to me , bordering on docile. They seem to be in some comfort zone. Of course Giddi's vision prevails x100. l Then it is likely to be an overseas bank, ala SBM. With licence issuing frozen, this is the only way for a multinational bank to enter the local market. Unless Diamond Trust finds the appetite? Can the DTB & HFCK culture easily mesh? SBM is still digesting Chase. Does it really want to take another bank with dirty books? Unless it is a 100% buyout, why deal with 1000s of shareholders? Acquisition of HFCK will most likely be a 100% buyout that will lead to delisting It doesn’t seem like a fully distressed bank going by its bond repayment record There are lots of possibilities on this counter. Remember they created recently 500m new ordinary shares. They could be up for grabs to the best investor. A rally building up. If only they report a profit in Q3 then sky is the new floor @obiero, your obsession with junk counters is worrying. Have you not learnt anything from KQ? Steer clear of zombies on the NSE *I don’t have much to learn but to teach*. Turnaround stocks make some people wealthy. It has happened in Kenya, in Africa, globally. It’s not a strategy for everyone, so I excuse your tantrum Mr. Warren Collins Buffett-Obiero has spoken  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up 
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: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up In a bear market there is money to be made Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Ericsson wrote:obiero wrote:KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up In a bear market there is money to be made High risk, high return. This thing was circa 3 bob less than 6 weeks ago
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: 12/7/2012 Posts: 11,908
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obiero wrote:Ericsson wrote:obiero wrote:KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up In a bear market there is money to be made High risk, high return. This thing was circa 3 bob less than 6 weeks ago Trap, trap, trap ...... 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: 13,517 Location: nairobi
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Angelica _ann wrote:obiero wrote:Ericsson wrote:obiero wrote:KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up In a bear market there is money to be made High risk, high return. This thing was circa 3 bob less than 6 weeks ago Trap, trap, trap ...... Women lie, men lie, numbers don't lie 
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: 6/23/2009 Posts: 13,517 Location: nairobi
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VituVingiSana wrote:obiero wrote:snifadog wrote:obiero wrote:cyruskulei wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:Wakanyugi wrote:Angelica _ann wrote:Ericsson wrote:Wakanyugi wrote:cyruskulei wrote:[quote=Angelica _ann]Looks like some good work going on after Ireri left. HF reduces bad loans by Sh2bn in 6 months https://www.businessdail...62568-3lx2lp/index.html[/quote] Demand is building up on this counter. I dont know if there are some good news coming? Any one with info Cleaning up the loan book etc? Looks to me like preparation for a sale or merger. HFCK is a good candidate, say for large retail bank looking to beef up its mortgage function. Meba are you listening? Meba not interested,was once there. Co-op might be a good candidate to snap it. Coop, with its governance and management structure, don't think would go for mortgage business full throttle. They are abit conservative to me , bordering on docile. They seem to be in some comfort zone. Of course Giddi's vision prevails x100. l Then it is likely to be an overseas bank, ala SBM. With licence issuing frozen, this is the only way for a multinational bank to enter the local market. Unless Diamond Trust finds the appetite? Can the DTB & HFCK culture easily mesh? SBM is still digesting Chase. Does it really want to take another bank with dirty books? Unless it is a 100% buyout, why deal with 1000s of shareholders? Acquisition of HFCK will most likely be a 100% buyout that will lead to delisting It doesn’t seem like a fully distressed bank going by its bond repayment record There are lots of possibilities on this counter. Remember they created recently 500m new ordinary shares. They could be up for grabs to the best investor. A rally building up. If only they report a profit in Q3 then sky is the new floor @obiero, your obsession with junk counters is worrying. Have you not learnt anything from KQ? Steer clear of zombies on the NSE *I don’t have much to learn but to teach*. Turnaround stocks make some people wealthy. It has happened in Kenya, in Africa, globally. It’s not a strategy for everyone, so I excuse your tantrum Mr. Warren Collins Buffett-Obiero has spoken Watch and learn
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: 6/23/2009 Posts: 13,517 Location: nairobi
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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: 6/23/2009 Posts: 13,517 Location: nairobi
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MA 5, 10, 20 are all telling a story. The 52 week high will be broken down tomorrow.. Watch and learn 
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: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Punde si punde utasikia a buyer acquiring stake held by Britam plus additional to make it 50%+1 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Ericsson wrote:Punde si punde utasikia a buyer acquiring stake held by Britam plus additional to make it 50%+1 Most of the HF shareholders aren't poor people.. A sale at rip off prices is possible but highly unlikely
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: 6/23/2009 Posts: 13,517 Location: nairobi
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Bus moving at high speed. If only it was possible to ascertain that there would be no brake failure.. I sit and await Q3, still looks cheap 
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: 6/23/2009 Posts: 13,517 Location: nairobi
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And some clowns insist that the NSE is a casino?!
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: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:And some clowns insist that the NSE is a casino?! They don't know/understand how trading is done Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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Ericsson wrote:obiero wrote:And some clowns insist that the NSE is a casino?! They don't know/understand how trading is done 
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: 6/23/2009 Posts: 13,517 Location: nairobi
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72.6% up in under 4 weeks! the diamond
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: 3/20/2009 Posts: 348
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obiero wrote:72.6% up in under 4 weeks! the diamond been watching from the sidelines but the move is not on heavy volume...impressive though
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Rank: Elder Joined: 6/23/2009 Posts: 13,517 Location: nairobi
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itz wrote:obiero wrote:72.6% up in under 4 weeks! the diamond been watching from the sidelines but the move is not on heavy volume...impressive though You should know the total issued shares on the small cap to define "heavy".. The bottom line is that if you or I could have invested KES 10,000 four weeks ago in HF, it would be KES 17,260 today
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: 6/23/2009 Posts: 13,517 Location: nairobi
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A rally of rallies 
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Housing Finance: HFCK a diamond in the rough
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