Wazua
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stocks to watch as from 18-29 oct.
Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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Q3 will dictate direction of equity if its less than 50% a slight correction to 24 if above 60% we will see 30.
Kcb Q3 above 30% we will see 25 but below 20% i will buy at 20.50.
Diamond a high of 138 and settles at 127 before Q3.
Nic a high of 56 and good profit taking to settle at 52
jubilee high of 225
i dont know how industrials will behave.
Your ccomments
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Rank: New-farer Joined: 8/19/2010 Posts: 49 Location: Nairobi
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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I'll be surprised if HFCK goes over 35/-. I think people are already paying too much @30/-
BBI will solve it :)
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Rank: Elder Joined: 7/21/2010 Posts: 6,191 Location: nairobi
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@2012...30 is much for you but guys are now paying 31...a stock leaves out many investors who think its expensive only to wish they knew later. "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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mlennyma wrote:@2012...30 is much for you but guys are now paying 31...a stock leaves out many investors who think its expensive only to wish they knew later. That is a fact and I cannot deny. But I would regret more if I jumped in and burned than if I stayed out and missed out. From experience I've learnt to stay out of what I do not understand and I've never regretted.
BBI will solve it :)
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Rank: Elder Joined: 7/21/2010 Posts: 6,191 Location: nairobi
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Whats that you dont understand here?..7b bond...returns in housing are the best and most guaranteed says researh..housing un exploited,.we weee "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 11/27/2007 Posts: 3,604
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2012 wrote:mlennyma wrote:@2012...30 is much for you but guys are now paying 31...a stock leaves out many investors who think its expensive only to wish they knew later. That is a fact and I cannot deny. But I would regret more if I jumped in and burned than if I stayed out and missed out. From experience I've learnt to stay out of what I do not understand and I've never regretted. dividend of 0.35 KES per share books closing friday next week. i can bet on 45 as closing price on the lower side come 29th october. African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Rank: Elder Joined: 11/27/2007 Posts: 3,604
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Jubilee Holdings, Unga is also a force although the volumes traded are never encouraging. African parents don't know how to say sorry.. the closest you will get to a sorry is a 'have you eaten'
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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mlennyma wrote:Whats that you dont understand here?..7b bond...returns in housing are the best and most guaranteed says researh..housing un exploited,.we weee My friend, what you should also remember is that bonds are loans which have to be paid back. It's not the same as a right issue. So please factor that in before you start counting your dividends.
BBI will solve it :)
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Rank: Elder Joined: 7/21/2010 Posts: 6,191 Location: nairobi
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Any company going for a bond has plan for it and knows it attracts interest "Don't let the fear of losing be greater than the excitement of winning."
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Rank: New-farer Joined: 10/5/2010 Posts: 23
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NBK is now the cheapest bank trading @ PE of 10, 50 is a fare price
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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2012 wrote:mlennyma wrote:Whats that you dont understand here?..7b bond...returns in housing are the best and most guaranteed says researh..housing un exploited,.we weee My friend, what you should also remember is that bonds are loans which have to be paid back. It's not the same as a right issue. So please factor that in before you start counting your dividends. Thats why I love KCB and sold all my HFCK at 26.5 to buy it.... KCB through S&L can now lend up to 6billion PER CUSTOMER and it didnt issue a bond to achieve this so all the returns will come my way...  I dont know the market is still pricing KCB at more than 4% trailing dividend yield... Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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wangugi wrote:NBK is now the cheapest bank trading @ PE of 10, 50 is a fare price @wangugi do you know about their pending share restructuring... There's a reason for everything Mark 12:29
Deuteronomy 4:16
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Rank: Member Joined: 6/25/2010 Posts: 176
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Co-op? Rule No.1 is never lose money. Rule No.2 is never forget rule number one
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Rank: Veteran Joined: 7/24/2008 Posts: 781
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DTK at 130...tunaeda huraatete *2...ilkuwa ni juzi tuu nilikuwa nalala njaa The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
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Rank: New-farer Joined: 1/13/2010 Posts: 85 Location: Nairobi
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already in dtb, looking to offload unga at > 13.5. does any1 rate KQ??? or too musch uncertainty
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Govmusili wrote: does any1 rate KQ??? or too musch uncertainty a company that makes most of its profit from deratives is not something i would touch Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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sheep wrote:DTK at 130...tunaeda huraatete *2...ilkuwa ni juzi tuu nilikuwa nalala njaa this stock will do the ARM gymnastics. I Thing i will re-rate this stock
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Rank: Member Joined: 9/26/2006 Posts: 438 Location: CENTRAL PROVINCE
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The case for DTB:
Scenario 1: For the period July to September 2010, DTB makes Ksh 0 net profit. The EPS thus remain same as Half year at Ksh 7.12. For 2009, Q3 was Ksh 4.96. Thus even without any profit growth DTB announces a Q3 rise in earning per share of 43.5%. With this scenario, the share should trade at about Ksh 140 after Q3 results (Trailing P/E 18).This must be the worst case scenario.
Scenario 2:DTB grows at the same rate as Q1 of 2010. This means that for the period July to September 2010, it makes Ksh 2 per share thus as at Q3 it will announce: Ksh 7.12+ Ksh 2= Ksh 9.12. Therefore for Q3, the EPS growth becomes 83.9%.With this scenario, the share should trade at about Ksh 160 after Q3 results (Trailing P/E 21)
Scenario 3: DTB grows at the same rate as Q2 of 2010. This means that for the period July to September 2010, it makes Ksh 5.12 per share thus as at Q3 it will announce: Ksh 7.12+ Ksh 5.12= Ksh 12.24. Therefore for Q3, the EPS growth becomes 146.8%.With this scenario, the share should trade at about Ksh 190-200 after Q3 results (Trailing P/E 25-26). This must be the best case scenario.
Happy hunting.
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Rank: Veteran Joined: 8/11/2010 Posts: 1,011 Location: nairobi
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stocksmaster wrote:The case for DTB:
Scenario 1: For the period July to September 2010, DTB makes Ksh 0 net profit. The EPS thus remain same as Half year at Ksh 7.12. For 2009, Q3 was Ksh 4.96. Thus even without any profit growth DTB announces a Q3 rise in earning per share of 43.5%. With this scenario, the share should trade at about Ksh 140 after Q3 results (Trailing P/E 18).This must be the worst case scenario.
Scenario 2:DTB grows at the same rate as Q1 of 2010. This means that for the period July to September 2010, it makes Ksh 2 per share thus as at Q3 it will announce: Ksh 7.12+ Ksh 2= Ksh 9.12. Therefore for Q3, the EPS growth becomes 83.9%.With this scenario, the share should trade at about Ksh 160 after Q3 results (Trailing P/E 21)
case2 and 3 most plausible
Scenario 3: DTB grows at the same rate as Q2 of 2010. This means that for the period July to September 2010, it makes Ksh 5.12 per share thus as at Q3 it will announce: Ksh 7.12+ Ksh 5.12= Ksh 12.24. Therefore for Q3, the EPS growth becomes 146.8%.With this scenario, the share should trade at about Ksh 190-200 after Q3 results (Trailing P/E 25-26). This must be the best case scenario.
Happy hunting.
case scenario 1 and 2 plausible, nice piece
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stocks to watch as from 18-29 oct.
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