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Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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Allan was at Capital FM yesterday, and he almost let it slip.. On reduced turnover for the first half of 2025 based on the 3 Boeing planes
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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obiero wrote:obiero wrote:littledove wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:HaMaina wrote:DtheK wrote:What do the buyers see?
I see razor thin margins, less than 1% as at half year.
Colossal debt. Negative equity. Strong pilots and staff union.
True, I might get in @ < 1.00, KQ still has some way to go, hopefully a rights issue might wake things up. Clearly, you haven't checked the trading room. Massive volume trades were happening at KES 8.. Sub KES 6 is unlikely in the mid term KQ share price biggest loser this week. Heading towards 4 and below Buying opportunity Opportunity at KES 5.60 came and has now left. Watch and learn  We were about to witness a very good rally early in the morning with more than 3m demand betwen 5-5.50, but i witnessed somehow "sellers" trying to compete who will put a lower price, buyers panicked and withdrew and now those sellers have no option but to sell lower and lower. we could have easily clocked a volume of more than 10m and price way above 6. Those sellers missed a very good opportunity and they might wait for many months for another opportunity or exit at a very low price. Any SALE trade happening below KES 8.52 is based on despair H1 PBT forecast KES 4.6B Revised H1 PBT KES 2.9B. The missing 3 Boeing created a dip on the revenue. Luckily 1 is back in the skies, with remaining 2 expected before end year
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/20/2007 Posts: 2,062 Location: Lagos, Nigeria
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obiero wrote:obiero wrote:obiero wrote:littledove wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:HaMaina wrote:DtheK wrote:What do the buyers see?
I see razor thin margins, less than 1% as at half year.
Colossal debt. Negative equity. Strong pilots and staff union.
True, I might get in @ < 1.00, KQ still has some way to go, hopefully a rights issue might wake things up. Clearly, you haven't checked the trading room. Massive volume trades were happening at KES 8.. Sub KES 6 is unlikely in the mid term KQ share price biggest loser this week. Heading towards 4 and below Buying opportunity Opportunity at KES 5.60 came and has now left. Watch and learn We were about to witness a very good rally early in the morning with more than 3m demand betwen 5-5.50, but i witnessed somehow "sellers" trying to compete who will put a lower price, buyers panicked and withdrew and now those sellers have no option but to sell lower and lower. we could have easily clocked a volume of more than 10m and price way above 6. Those sellers missed a very good opportunity and they might wait for many months for another opportunity or exit at a very low price. Any SALE trade happening below KES 8.52 is based on despair H1 PBT forecast KES 4.6B Revised H1 PBT KES 2.9B. The missing 3 Boeing created a dip on the revenue. Luckily 1 is back in the skies, with remaining 2 expected before end year The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 6/20/2007 Posts: 2,062 Location: Lagos, Nigeria
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From my point of view HY 2025 PBT of even 1.00 billion Ksh will be considered salutory by investors which is 100% increase yoy. Because HY 2024 PBT was about 500 million ksh that is 0.50 Billion ksh https://corporate.kenya-...lders/financial-results/The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Chief Joined: 1/3/2007 Posts: 18,236 Location: Nairobi
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Good news for tourists and Kenyans https://www.standardmedi...es-amid-new-trade-deals
More airlines/frequencies to be allowed to fly to Kenya. 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: 13,821 Location: nairobi
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Africa rising. Watch and learn
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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Added 80,000 new KQ shares today. Kamikaze
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Member Joined: 8/1/2019 Posts: 100
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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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Kufa dereva..
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Member Joined: 8/1/2019 Posts: 100
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I really hope it goes well for you. I have a quite a few myself but inanipa pressure tu
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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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McGill wrote:I really hope it goes well for you. I have a quite a few myself but inanipa pressure tu It will end well. I am almost certain. On 17.01.2025 when KQ share hit KES 8.50 I could have sold, but I didn't. My target exit point is circa KES 11 at 64% return. Long time waiting and other opportunities forsaken, but not the end of the world. Well even KES 8.50 I might take up at some point, if forward outlook changes significantly, but not now. I am a bargain hunter from birth
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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Tomorrow is the day
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Veteran Joined: 7/1/2014 Posts: 924 Location: sky
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obiero wrote:Tomorrow is the day meanwhile the share has closed at 5 today with very little supply of below 100k, if the results are positive the share will race easily towards 10 and above. if by any chance they are bad the share will collapse towards 4. 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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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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littledove wrote:obiero wrote:Tomorrow is the day meanwhile the share has closed at 5 today with very little supply of below 100k, if the results are positive the share will race easily towards 10 and above. if by any chance they are bad the share will collapse towards 4. It's almost impossible that the H1 results will be negative, marginally reduced profitability maybe, but definitely not a loss. The volume action in past week is an indicator.
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,236 Location: Nairobi
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obiero wrote:littledove wrote:obiero wrote:Tomorrow is the day meanwhile the share has closed at 5 today with very little supply of below 100k, if the results are positive the share will race easily towards 10 and above. if by any chance they are bad the share will collapse towards 4. It's almost impossible that the H1 results will be negative, marginally reduced profitability maybe, but definitely not a loss. The volume action in past week is an indicator. Dear @Obiero, Please share KQ's results with us. 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: 13,821 Location: nairobi
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VituVingiSana wrote:obiero wrote:littledove wrote:obiero wrote:Tomorrow is the day meanwhile the share has closed at 5 today with very little supply of below 100k, if the results are positive the share will race easily towards 10 and above. if by any chance they are bad the share will collapse towards 4. It's almost impossible that the H1 results will be negative, marginally reduced profitability maybe, but definitely not a loss. The volume action in past week is an indicator. Dear @Obiero, Please share KQ's results with us. Almost impossible is not equal to impossible. KES 12B loss after tax. We had 3 large birds out of service, and H1 was not high season. Still inside the bus, strong
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Member Joined: 2/15/2010 Posts: 153 Location: Kenya
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obiero wrote:VituVingiSana wrote:obiero wrote:littledove wrote:obiero wrote:Tomorrow is the day meanwhile the share has closed at 5 today with very little supply of below 100k, if the results are positive the share will race easily towards 10 and above. if by any chance they are bad the share will collapse towards 4. It's almost impossible that the H1 results will be negative, marginally reduced profitability maybe, but definitely not a loss. The volume action in past week is an indicator. Dear @Obiero, Please share KQ's results with us. Almost impossible is not equal to impossible. KES 12B loss after tax. We had 3 large birds out of service, and H1 was not high season. Still inside the bus, strong Sold HF and doubled down on this! I'm watching, you have my attention.
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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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DtheK wrote:obiero wrote:VituVingiSana wrote:obiero wrote:littledove wrote:obiero wrote:Tomorrow is the day meanwhile the share has closed at 5 today with very little supply of below 100k, if the results are positive the share will race easily towards 10 and above. if by any chance they are bad the share will collapse towards 4. It's almost impossible that the H1 results will be negative, marginally reduced profitability maybe, but definitely not a loss. The volume action in past week is an indicator. Dear @Obiero, Please share KQ's results with us. Almost impossible is not equal to impossible. KES 12B loss after tax. We had 3 large birds out of service, and H1 was not high season. Still inside the bus, strong Sold HF and doubled down on this! I'm watching, you have my attention. Do not change the dial
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/20/2007 Posts: 2,062 Location: Lagos, Nigeria
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Extremely poor performance from KQ HY 2025 https://www.businessdail...h-half-year-loss-5168192The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 6/23/2009 Posts: 13,821 Location: nairobi
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Now is the perfect time to buy! Share unlikely to dip significantly. Tomorrow is a decisive day, that will set the trend tone. Considering placing KES 500,000 fresh funds to additional KQ shares https://corporate.kenya-...et-restoration-underway/
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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