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Housing Finance: HFCK a diamond in the rough
Rank: Elder Joined: 6/23/2009 Posts: 13,515 Location: nairobi
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next stop KES 7 by end of July 2023.. fair value KES 12
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: 13,515 Location: nairobi
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QW25091985 wrote:mwekez@ji wrote:VituVingiSana wrote:mwekez@ji wrote:Simplified wrote: a high of 16.50 today... and the trek up has just started...I wonder if 19 will print.Got 85% of my portfolio on this one  This counter traded at 30 bob last year. Its highly undervalued and full of potential It might have been over-valued at 30/- but what is the 2012 EPS if 1Q 2012 is the basis for a forecast? in FY 2011, EPS growth was 64%. This year, interest rates have screwed banks so let us project a modest 40% growth. That will give us: Forward EPS 3.78 Forward P/E at the price of 16.50; 4.36 At KES 30, we will still be talking of single digit P/E of 7.93 Ohhhh. Crap all this fundamental analysis  . index will soon be making new highs soon . so 30 bob is on deck ! I miss QW and these other folks of yesterdays.. Atleast I found @stocksmaster and @a4architect elsewhere
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: 13,515 Location: nairobi
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obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. 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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obiero wrote:obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. Watch and learn. The current reversal in share price been witnessed is brutal Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,515 Location: nairobi
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Ericsson wrote:obiero wrote:obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. Watch and learn. The current reversal in share price been witnessed is brutal Daily monitoring is unnecessary. It has bounced back!
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: 9/27/2006 Posts: 503
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obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. Watch and learn. The current reversal in share price been witnessed is brutal Daily monitoring is unnecessary. It has bounced back! ... says the person who daily monitors share prices. But I'm impressed by your steadfastness. I'd have booked profits by now.
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. Watch and learn. The current reversal in share price been witnessed is brutal Daily monitoring is unnecessary. It has bounced back! Look at your quote,you were quoting at ksh.5.04 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,515 Location: nairobi
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deadpoet wrote:obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. Watch and learn. The current reversal in share price been witnessed is brutal Daily monitoring is unnecessary. It has bounced back! ... says the person who daily monitors share prices. But I'm impressed by your steadfastness. I'd have booked profits by now. It's still up 42% YTD. I know the fair value of HF, some don't
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: 13,515 Location: nairobi
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Ericsson wrote:obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. Watch and learn. The current reversal in share price been witnessed is brutal Daily monitoring is unnecessary. It has bounced back! Look at your quote,you were quoting at ksh.5.04 Still made more gains than most.. 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: 13,515 Location: nairobi
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obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:obiero wrote:obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12 The current share price of HF Group Limited (HFCK) is KES 5.04. HF began the year with a share price of 3.19 KES and has since gained 58% on that price valuation, ranking it third on the NSE in terms of year-to-date performance. Watch and learn. The current reversal in share price been witnessed is brutal Daily monitoring is unnecessary. It has bounced back! Look at your quote,you were quoting at ksh.5.04 Still made more gains than most.. Watch and learn Highest HF volume ever traded in open session witnessed today. 1,006,400 shares. We all know what happens next! Dont we?
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: 13,515 Location: nairobi
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HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Dividend for FY23? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 6/2/2010 Posts: 1,066
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obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Check the understatement of the bad loans provisions (despite the bad loan book). If this was adequately provided for, HFCK would book a loss.
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Rank: Elder Joined: 7/22/2009 Posts: 7,455
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VituVingiSana wrote:obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Dividend for FY23? After 5 years of losses??? 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: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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MaichBlack wrote:VituVingiSana wrote:obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Dividend for FY23? After 5 years of losses??? Wacha @Obiero ajibu! 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: 13,515 Location: nairobi
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VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Dividend for FY23? After 5 years of losses??? Wacha @Obiero ajibu! KES 0.35 DPS is possible. Meanwhile the share price will continue to rise. KES 7 is inevitable
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: 7/22/2009 Posts: 7,455
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obiero wrote:VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Dividend for FY23? After 5 years of losses??? Wacha @Obiero ajibu! KES 0.35 DPS is possible. Meanwhile the share price will continue to rise. KES 7 is inevitable By end of July 2023 (Obiero 2023). 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: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Dividend for FY23? After 5 years of losses??? Wacha @Obiero ajibu! KES 0.35 DPS is possible. Meanwhile the share price will continue to rise. KES 7 is inevitable I have to say you called the price rise but if HF pays 35c for FY23... I will be impressed. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 7/22/2009 Posts: 7,455
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obiero wrote:next stop KES 7 by end of July 2023.. fair value KES 12  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: 6/23/2009 Posts: 13,515 Location: nairobi
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MaichBlack wrote:obiero wrote:VituVingiSana wrote:MaichBlack wrote:VituVingiSana wrote:obiero wrote:HF Group posted a 240% surge in profit before tax to Kes 200 million for the first half of 2023, from a profit of Kes 59 million in a similar period in 2022. This marked improvement is attributed to an aggressive business transformation strategy Dividend for FY23? After 5 years of losses??? Wacha @Obiero ajibu! KES 0.35 DPS is possible. Meanwhile the share price will continue to rise. KES 7 is inevitable By end of July 2023 (Obiero 2023). A dream delayed is not a dream deferred. (Obiero 2023)
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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