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Stocks to BUY by yaserbigchair
Rank: Chief Joined: 1/3/2007 Posts: 18,369 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Ebenyo wrote:Ericsson wrote:obiero wrote:BAT, COOP, CRWN, HFC, JUB, IMH, KEGN, KQ, SNLM Amazing you've become a champion/fun of Kengen. The current price is an attractive entry point for both speculators and dividend income investors. True. Only KCB has a better DIV yield at the NSE, out of 58 listed stocks! Plus more importantly the NAV discount is genuinely insane, with P/B ratio of 0.22 BOC also has a nice DY based on FY25 results. True. Though tradable shares are scarce Kwani, unataka kununua ngapi? If it was BC Patel ama John Kibunga Kimani asking...  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: 14,304 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Ebenyo wrote:Ericsson wrote:obiero wrote:BAT, COOP, CRWN, HFC, JUB, IMH, KEGN, KQ, SNLM Amazing you've become a champion/fun of Kengen. The current price is an attractive entry point for both speculators and dividend income investors. True. Only KCB has a better DIV yield at the NSE, out of 58 listed stocks! Plus more importantly the NAV discount is genuinely insane, with P/B ratio of 0.22 BOC also has a nice DY based on FY25 results. True. Though tradable shares are scarce Kwani, unataka kununua ngapi? If it was BC Patel ama John Kibunga Kimani asking... Hehe. Acha mchezo COOP, IMH, KEGN, KQ, MTNU
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Rank: Elder Joined: 7/22/2009 Posts: 7,898
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VituVingiSana wrote:obiero wrote:Ebenyo wrote:Ericsson wrote:obiero wrote:BAT, COOP, CRWN, HFC, JUB, IMH, KEGN, KQ, SNLM Amazing you've become a champion/fun of Kengen. The current price is an attractive entry point for both speculators and dividend income investors. True. Only KCB has a better DIV yield at the NSE, out of 58 listed stocks! Plus more importantly the NAV discount is genuinely insane, with P/B ratio of 0.22 BOC also has a nice DY based on FY25 results. Inverse KQ performance. BOC has never made a loss since it was listed in the NSE in 1969!!! That's a 56 year profit streak! 5 presidents, coup attempt, mwakenya, nyayo house, multi-party push, saba saba, post election violence, COVID, Kenya Kwanza etc. etc. not a single year in 56 years have they made a loss!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/22/2009 Posts: 7,898
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KQ can't survive even good times. I remember times fuel prices went so low that KQ's profitability was negatively affected for a while! Why? They had hedged the fuel prices at a very high price! Then fuel prices rose and KQ profitability was negatively affected. Again! Why? They had not hedged!!! It is a circus at KQ! Senior staff wanachinja ndege (stripping planes for parts), the planes are grounded then they sell back the same parts to the airline through corrupt channels. That is as low as it gets! How do you trust such senior managers with ANYTHING else!!?? You don't expect even your Grogon mechanic to behave like that when you take your car to them for repair!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 12/7/2012 Posts: 11,937
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MaichBlack wrote:KQ can't survive even good times.
I remember times fuel prices went so low that KQ's profitability was negatively affected for a while! Why? They had hedged the fuel prices at a very high price!
Then fuel prices rose and KQ profitability was negatively affected. Again! Why? They had not hedged!!!
It is a circus at KQ! Senior staff wanachinja ndege (stripping planes for parts), the planes are grounded then they sell back the same parts to the airline through corrupt channels. That is as low as it gets! How do you trust such senior managers with ANYTHING else!!?? You don't expect even your Grogon mechanic to behave like that when you take yoir car to them for repair!!! Everyone benefits at KQ except passengers and Obiero!  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: 12/4/2009 Posts: 10,819 Location: NAIROBI
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Ebenyo wrote:Ericsson wrote:obiero wrote:BAT, COOP, CRWN, HFC, JUB, IMH, KEGN, KQ, SNLM Amazing you've become a champion/fun of Kengen. The current price is an attractive entry point for both speculators and dividend income investors. Will they be able to repeat the dividend per share of 90 cents they paid in FY2024/2025. IN HY2025/2026 profit plunged by 20%. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/22/2009 Posts: 7,898
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Rank: Veteran Joined: 4/4/2016 Posts: 2,021 Location: Kitale
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Ericsson wrote:Ebenyo wrote:Ericsson wrote:obiero wrote:BAT, COOP, CRWN, HFC, JUB, IMH, KEGN, KQ, SNLM Amazing you've become a champion/fun of Kengen. The current price is an attractive entry point for both speculators and dividend income investors. Will they be able to repeat the dividend per share of 90 cents they paid in FY2024/2025. IN HY2025/2026 profit plunged by 20%. HY 2 will be better because of olkaria.They will sell more electricity. They will be in a position to pay even more than 90 CTS. Towards the goal of financial freedom
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Rank: Elder Joined: 7/22/2008 Posts: 2,723
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Ebenyo wrote:Ericsson wrote:Ebenyo wrote:Ericsson wrote:obiero wrote:BAT, COOP, CRWN, HFC, JUB, IMH, KEGN, KQ, SNLM Amazing you've become a champion/fun of Kengen. The current price is an attractive entry point for both speculators and dividend income investors. Will they be able to repeat the dividend per share of 90 cents they paid in FY2024/2025. IN HY2025/2026 profit plunged by 20%. HY 2 will be better because of olkaria.They will sell more electricity. They will be in a position to pay even more than 90 CTS. I doubt they can top the 90 cents dividend. I expect and will be happy with 60 cents.
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Stocks to BUY by yaserbigchair
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