wazua Wed, Dec 25, 2024
Welcome Guest Search | Active Topics | Log In | Register

68 Pages«<1314151617>»
KCB buy buy buy
Aguytrying
#281 Posted : Monday, January 25, 2016 12:42:41 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
Pesa Nane wrote:
Aguytrying wrote:
sparkly wrote:
VituVingiSana wrote:
Aguytrying wrote:
enyands wrote:
obiero wrote:
enyands wrote:
obiero wrote:
load up


@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it.

There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4



Nice


A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results

Yes! Applause Applause Applause


There is another company with trailing PE 1.05


Which one please

Quote:
KENGEN
Price: Ksh. 5.45
EPS: Ksh. 5.24
DPS: Ksh. 0.65
NAV: 64.41

P/E: 1.0
P/B: 0.1
Div. Yield: 11.9%


Source: D&B


I walked straight into that one
The investor's chief problem - and even his worst enemy - is likely to be himself
VituVingiSana
#282 Posted : Monday, January 25, 2016 1:48:18 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
Aguytrying wrote:
Pesa Nane wrote:
Aguytrying wrote:
sparkly wrote:
VituVingiSana wrote:
Aguytrying wrote:
enyands wrote:
obiero wrote:
enyands wrote:
obiero wrote:
load up


@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it.

There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4



Nice


A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results

Yes! Applause Applause Applause


There is another company with trailing PE 1.05


Which one please

Quote:
KENGEN
Price: Ksh. 5.45
EPS: Ksh. 5.24
DPS: Ksh. 0.65
NAV: 64.41

P/E: 1.0
P/B: 0.1
Div. Yield: 11.9%


Source: D&B


I walked straight into that one


Isn't that EPS inflated thanks to Tax Credits [vs cash earnings]? And what's the cash earnings after CAPEX?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
sparkly
#283 Posted : Monday, January 25, 2016 2:07:08 PM
Rank: Elder


Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
VituVingiSana wrote:
Aguytrying wrote:
Pesa Nane wrote:
Aguytrying wrote:
sparkly wrote:
VituVingiSana wrote:
Aguytrying wrote:
enyands wrote:
obiero wrote:
enyands wrote:
obiero wrote:
load up


@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it.

There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4



Nice


A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results

Yes! Applause Applause Applause


There is another company with trailing PE 1.05


Which one please

Quote:
KENGEN
Price: Ksh. 5.45
EPS: Ksh. 5.24
DPS: Ksh. 0.65
NAV: 64.41

P/E: 1.0
P/B: 0.1
Div. Yield: 11.9%


Source: D&B


I walked straight into that one


Isn't that EPS inflated thanks to Tax Credits [vs cash earnings]? And what's the cash earnings after CAPEX?

@VVS, @mthaka and I will turn you into a Kengen believer. It's only a matter of time.
Life is short. Live passionately.
VituVingiSana
#284 Posted : Monday, January 25, 2016 3:30:10 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,103
Location: Nairobi
sparkly wrote:
VituVingiSana wrote:
Aguytrying wrote:
Pesa Nane wrote:
Aguytrying wrote:
sparkly wrote:
VituVingiSana wrote:
Aguytrying wrote:
enyands wrote:
obiero wrote:
enyands wrote:
obiero wrote:
load up


@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it.

There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4



Nice


A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results

Yes! Applause Applause Applause


There is another company with trailing PE 1.05


Which one please

Quote:
KENGEN
Price: Ksh. 5.45
EPS: Ksh. 5.24
DPS: Ksh. 0.65
NAV: 64.41

P/E: 1.0
P/B: 0.1
Div. Yield: 11.9%


Source: D&B


I walked straight into that one


Isn't that EPS inflated thanks to Tax Credits [vs cash earnings]? And what's the cash earnings after CAPEX?

@VVS, @mthaka and I will turn you into a Kengen believer. It's only a matter of time.

Data?
My current 'benchmarks' are KK, Unga, KenRe, WTK and I&M.
As explained earlier I wanted a spread/diversity and 'value' but also good/trustworthy managements.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
kayhara
#285 Posted : Monday, February 08, 2016 2:55:45 PM
Rank: Veteran


Joined: 5/5/2011
Posts: 1,059
To Each His Own
PKoli
#286 Posted : Monday, February 08, 2016 11:18:35 PM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?
Angelica _ann
#287 Posted : Tuesday, February 09, 2016 9:07:53 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,908
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

The business environment was tough so expect delays in releasing of results as books are panel beaten!!!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
mlennyma
#288 Posted : Tuesday, February 09, 2016 9:08:58 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

late feb and early march
"Don't let the fear of losing be greater than the excitement of winning."
watesh
#289 Posted : Tuesday, February 09, 2016 9:19:07 AM
Rank: Veteran


Joined: 8/10/2014
Posts: 969
Location: Kenya
Angelica _ann wrote:
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

The business environment was tough so expect delays in releasing of results as books are panel beaten!!!

Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline
obiero
#290 Posted : Tuesday, February 09, 2016 9:48:31 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,517
Location: nairobi
watesh wrote:
Angelica _ann wrote:
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

The business environment was tough so expect delays in releasing of results as books are panel beaten!!!

Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline

The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
snipermnoma
#291 Posted : Tuesday, February 09, 2016 6:55:20 PM
Rank: Member


Joined: 1/3/2014
Posts: 257
obiero wrote:
watesh wrote:
Angelica _ann wrote:
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

The business environment was tough so expect delays in releasing of results as books are panel beaten!!!

Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline

The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK


Will the results kill off the bear? Right now does not seem like it.
obiero
#292 Posted : Tuesday, February 09, 2016 7:56:46 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,517
Location: nairobi
snipermnoma wrote:
obiero wrote:
watesh wrote:
Angelica _ann wrote:
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

The business environment was tough so expect delays in releasing of results as books are panel beaten!!!

Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline

The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK


Will the results kill off the bear? Right now does not seem like it.

This bear isnt related to the results release.. It is more related to things like ICC and 2017

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
snipermnoma
#293 Posted : Wednesday, February 10, 2016 11:37:32 AM
Rank: Member


Joined: 1/3/2014
Posts: 257
obiero wrote:
snipermnoma wrote:
obiero wrote:
watesh wrote:
Angelica _ann wrote:
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

The business environment was tough so expect delays in releasing of results as books are panel beaten!!!

Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline

The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK


Will the results kill off the bear? Right now does not seem like it.

This bear isnt related to the results release.. It is more related to things like ICC and 2017


Well said! Hence it is unlikely the results will slay the bear.
muandiwambeu
#294 Posted : Thursday, February 11, 2016 5:38:09 PM
Rank: Veteran


Joined: 8/28/2015
Posts: 1,247
snipermnoma wrote:
obiero wrote:
snipermnoma wrote:
obiero wrote:
watesh wrote:
Angelica _ann wrote:
PKoli wrote:
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?

The business environment was tough so expect delays in releasing of results as books are panel beaten!!!

Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline

The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK


Will the results kill off the bear? Right now does not seem like it.

This bear isnt related to the results release.. It is more related to things like ICC and 2017


Well said! Hence it is unlikely the results will slay the bear.

what about those volume spikes that spake and quake, is it a duck or duckling. who is offloading to who?
,Behold, a sower went forth to sow;....
obiero
#295 Posted : Tuesday, March 01, 2016 7:46:31 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,517
Location: nairobi
tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
Arconnrk
#296 Posted : Tuesday, March 01, 2016 7:50:13 PM
Rank: New-farer


Joined: 7/23/2015
Posts: 35
obiero wrote:
tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise



Kumbe KWS inawasaka langata na wako hiltonsmile
Even the birds can testify...but you forget the chief has his son as the judge and his son-in-law as interpreter- Oumar Ba
murchr
#297 Posted : Tuesday, March 01, 2016 7:58:35 PM
Rank: Elder


Joined: 2/26/2012
Posts: 15,980
obiero wrote:
tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise


I trust you, but why don't you have it listed on your holdings?
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
Kausha
#298 Posted : Tuesday, March 01, 2016 8:06:29 PM
Rank: Member


Joined: 2/8/2007
Posts: 808
Not so sure. 4th quarter was quite rough...
enyands
#299 Posted : Tuesday, March 01, 2016 9:14:31 PM
Rank: Elder


Joined: 12/25/2014
Posts: 2,300
Location: kenya
murchr wrote:
obiero wrote:
tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise


I trust you, but why don't you have it listed on your holdings?


@obiero Wanted to ask the same sometime back ama you are holding it as a institutional investor?
obiero
#300 Posted : Tuesday, March 01, 2016 9:37:59 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,517
Location: nairobi
enyands wrote:
murchr wrote:
obiero wrote:
tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise


I trust you, but why don't you have it listed on your holdings?


@obiero Wanted to ask the same sometime back ama you are holding it as a institutional investor?

@enyands @murchr almost everyone here knows that I sold my simba holdings at 60bob over, having bought at average lower than 27bob. I do not hold it any longer since I am watching the interest rate debate

HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
Users browsing this topic
Guest (4)
68 Pages«<1314151617>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Copyright © 2024 Wazua.co.ke. All Rights Reserved.