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Stocks to BUY by yaserbigchair
Metasploit
#91 Posted : Tuesday, August 16, 2016 12:11:36 PM
Rank: Veteran

Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
mkate_nusu wrote:
[quote=Metasploit]SAFARICOM
KENOL KOBIL
SCAN GROUP
KE RE
CIC



SAFCOM:Breakout at 20.50 (Real bidding volume has started today after the pullback-Has been having negligible foreign sales during the pullback..individual sales has been on volumes less than 100,000)

Kenol kobil is finally draining supply at 11.50-12 ( A multi year resistance==On the watch list

SCAN Group=Has seen large volume traded at 15 with price failing to go below 15 ( On watch ist)

CIC=Seems to have floored at 4.00 (On watch list)

SCAN group volumes are distribution and the stock is overvalued so you can fill in the blanks for yourself with the bear

“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.”
Ebenyo
#92 Posted : Tuesday, August 16, 2016 4:55:38 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
Pesa Nane wrote:
mkate_nusu wrote:
Ebenyo wrote:
mkate_nusu wrote:
hisah wrote:
mkate_nusu wrote:
Angelica _ann wrote:
Buyer's market at the moment!!!

I wish I shared the same sentiments with you.

The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing smile

@hisah which discounted stocks are good to buy now?


@mkate nusu,im thinking to add in this line:
ea cables-short term.
carbacid-short term
kenya re-long term
barclays-short term
hfck-long term.
in the long run,im thinking bamburi to replace cables,eabl to replace carbacid.
My problem is limited cash.im working my budget to do my buying once a month.

in the list I am holding
kenya re-long term
BBK-medium-long term

ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them

carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe

hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects

Brick wall Brick wall


Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re.
Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets.
Towards the goal of financial freedom
sparkly
#93 Posted : Wednesday, August 17, 2016 7:13:18 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Ebenyo wrote:
Pesa Nane wrote:
mkate_nusu wrote:
Ebenyo wrote:
mkate_nusu wrote:
hisah wrote:
mkate_nusu wrote:
Angelica _ann wrote:
Buyer's market at the moment!!!

I wish I shared the same sentiments with you.

The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing smile

@hisah which discounted stocks are good to buy now?


@mkate nusu,im thinking to add in this line:
ea cables-short term.
carbacid-short term
kenya re-long term
barclays-short term
hfck-long term.
in the long run,im thinking bamburi to replace cables,eabl to replace carbacid.
My problem is limited cash.im working my budget to do my buying once a month.

in the list I am holding
kenya re-long term
BBK-medium-long term

ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them

carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe

hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects

Brick wall Brick wall


Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re.
Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets.


You can't make money flipping stocks in a bear. Buy and sit back.
Life is short. Live passionately.
Spikes
#94 Posted : Wednesday, August 17, 2016 7:32:04 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Ebenyo wrote:
Pesa Nane wrote:
mkate_nusu wrote:
Ebenyo wrote:
mkate_nusu wrote:
hisah wrote:
mkate_nusu wrote:
Angelica _ann wrote:
Buyer's market at the moment!!!

I wish I shared the same sentiments with you.

The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing smile

@hisah which discounted stocks are good to buy now?


@mkate nusu,im thinking to add in this line:
ea cables-short term.
carbacid-short term
kenya re-long term
barclays-short term
hfck-long term.
in the long run,im thinking bamburi to replace cables,eabl to replace carbacid.
My problem is limited cash.im working my budget to do my buying once a month.

in the list I am holding
kenya re-long term
BBK-medium-long term

ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them

carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe

hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects

Brick wall Brick wall


Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re.
Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets.



@Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
obiero
#95 Posted : Wednesday, August 17, 2016 8:20:32 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Spikes wrote:
Ebenyo wrote:
Pesa Nane wrote:
mkate_nusu wrote:
Ebenyo wrote:
mkate_nusu wrote:
hisah wrote:
mkate_nusu wrote:
Angelica _ann wrote:
Buyer's market at the moment!!!

I wish I shared the same sentiments with you.

The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing smile

@hisah which discounted stocks are good to buy now?


@mkate nusu,im thinking to add in this line:
ea cables-short term.
carbacid-short term
kenya re-long term
barclays-short term
hfck-long term.
in the long run,im thinking bamburi to replace cables,eabl to replace carbacid.
My problem is limited cash.im working my budget to do my buying once a month.

in the list I am holding
kenya re-long term
BBK-medium-long term

ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them

carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe

hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects

Brick wall Brick wall


Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re.
Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets.



@Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info.

The bond is not even up for maturity, so the claim that HF have failed to pay up is misplaced, but there are ominous signs that they may fail incase the liquidity position isnt shored up

KQ ABP 4.26
Spikes
#96 Posted : Wednesday, August 17, 2016 11:47:10 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
obiero wrote:
Spikes wrote:
Ebenyo wrote:
Pesa Nane wrote:
mkate_nusu wrote:
Ebenyo wrote:
mkate_nusu wrote:
hisah wrote:
mkate_nusu wrote:
Angelica _ann wrote:
Buyer's market at the moment!!!

I wish I shared the same sentiments with you.

The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing smile

@hisah which discounted stocks are good to buy now?


@mkate nusu,im thinking to add in this line:
ea cables-short term.
carbacid-short term
kenya re-long term
barclays-short term
hfck-long term.
in the long run,im thinking bamburi to replace cables,eabl to replace carbacid.
My problem is limited cash.im working my budget to do my buying once a month.

in the list I am holding
kenya re-long term
BBK-medium-long term

ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them

carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe

hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects

Brick wall Brick wall


Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re.
Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets.



@Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info.

The bond is not even up for maturity, so the claim that HF have failed to pay up is misplaced, but there are ominous signs that they may fail incase the liquidity position isnt shored up



When the reality hits the headlines Britam will be a potential casualty! Great feast at 5bob Britam stock I am in!
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Pesa Nane
#97 Posted : Wednesday, August 17, 2016 12:14:18 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Spikes wrote:
Ebenyo wrote:
Pesa Nane wrote:
mkate_nusu wrote:
Ebenyo wrote:
mkate_nusu wrote:
hisah wrote:
mkate_nusu wrote:
Angelica _ann wrote:
Buyer's market at the moment!!!

I wish I shared the same sentiments with you.

The extreme bear fear is usually a sweet spot for buying at ridiculous prices if you know what you're doing smile

@hisah which discounted stocks are good to buy now?


@mkate nusu,im thinking to add in this line:
ea cables-short term.
carbacid-short term
kenya re-long term
barclays-short term
hfck-long term.
in the long run,im thinking bamburi to replace cables,eabl to replace carbacid.
My problem is limited cash.im working my budget to do my buying once a month.

in the list I am holding
kenya re-long term
BBK-medium-long term

ea cables is majority owned by TCL so there may be some fishy activities going on for the ordinary investor to know. chaep imports from china also hurting them

carbacid i don't know what kind of business they actually do and it has been dropping for some reason. at some point it was at 70 i believe

hfck I await to see how the bond payment is structured in case of partial equity conversion as I predict it may drop to below 10 by next year due to dilution effects

Brick wall Brick wall


Thanks mkate nusu for your honest response.On that note,i drop cables and carbacid.I was too uneasy also on TCL factor and carbacid core business.Though im always prepared on the risk of loosing money in NSE.So we agree on BBK and kenya re.
Seems there are troubles with hfck inability to pay bondholders.I will also wait and see if there will be blood on the streets.



@Ebenyo you scare us! I can't believe it that HFCK has failed to pay bondholders. Please quote the source. or @Obiero help us here we need your inside info.

Brick wall Brick wall

Pesa Nane plans to be shilingi when he grows up.
Pesa Nane
#98 Posted : Wednesday, August 17, 2016 12:56:48 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Take Aways: The Story of HFCK Bond

FACT 1: Approved Amount Ksh. 10Bn
FACT 2: Issued Amount
FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00 only
FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00 only
FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00 only

FACT 3: FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00 (2nd tranche)
Tenor: 7 years
Maturity: 02 OCTOBER 2019

FACT 4: FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00
Tenor: 7 years
Maturity: 02 OCTOBER 2017

FACT 5: FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00
Tenor: 7 years
Maturity: 02 OCTOBER 2017

FACT 6: HFCK is holding (as at June 2016) Ksh. 3.7 Billion of Govt securities being "a sinking fund towards liquidation of the first tranche of its corporate bond expected in October 2017" See HY results

Figures: CMA Bulletin


Pesa Nane plans to be shilingi when he grows up.
VituVingiSana
#99 Posted : Wednesday, August 17, 2016 1:37:48 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
HFCK will be fine. It's not TCL.

HFCK can always pay off the bond by raising fresh cash, retaining earnings AND it can always raise a new bond. The challenge is that elections makes it harder (more expensive) to raise funds in an election year. If the elections go smoothly [no PEV] then I expect HF can raise another bond as folks will want to move from cash to investments.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mkate_nusu
#100 Posted : Wednesday, August 17, 2016 1:44:42 PM
Rank: Member

Joined: 5/30/2016
Posts: 332
Location: Kayole
Pesa Nane wrote:
Take Aways: The Story of HFCK Bond

FACT 1: Approved Amount Ksh. 10Bn
FACT 2: Issued Amount
FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00 only
FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00 only
FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00 only

FACT 3: FXD (HFCK) 02/2012/7YR - Ksh. 2,969,100,000.00
Tenor: 7 years
Maturity: 02 OCTOBER 2017

FACT 4: FR (HFCK) 2010/7YR - Ksh. 1,166,500,000.00
Tenor: 7 years
Maturity: 02 OCTOBER 2017

FACT 5: FXD (HFCK) 2010/7YR - Ksh. 5,864,400,000.00 (2nd Tranche)
Tenor: 7 years
Maturity: 02 OCTOBER 2019

FACT 6: HFCK is holding (as at June 2016) Ksh. 3.7 Billion of Govt securities being "a sinking fund towards liquidation of the first tranche of its corporate bond expected in October 2017" See HY results

Figures: CMA Bulletin



Pesa 8 as from the above approximately 7 billion is due next year. The govt paper will pay for half of the first tranche and the other half is what I expect to be converted to equity.
Looking at their cash equivalents as at HY 16 and their current liquidity ratio slightly 1 % above the minimum requirement of 20 % I don't expect them to meet the payment in full. Where will the money come from if not converting to equity and diluting existing shareholders?
KEGN, KPLC, KQ, SCOM
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