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Kenya Re - what gives?
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mwekez@ji
#21 Posted : Tuesday, November 05, 2013 2:20:24 PM
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Joined: 5/31/2011
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Ericsson wrote:
The counter is now beginning to behave appropriately.
Should return back to ksh.17+++
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Cde Monomotapa
#22 Posted : Tuesday, November 05, 2013 3:43:37 PM
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Great show today. Let's see if it'll be sustained.
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Ericsson
#23 Posted : Tuesday, November 05, 2013 3:55:51 PM
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And plus the counter holds huge portfolio chunks in NMG,KCB and Barclays Bank kenya
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Cde Monomotapa
#24 Posted : Tuesday, November 05, 2013 4:02:44 PM
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^Also, 20.73% of; ZEP-RE (PTA Reinsurance Company) is a regional organisation charged with the task of promoting trade, development and integration within the COMESA region through trade of insurance and reinsurance business http://www.zep-re.com/in...-04-17-17-33-16/overview
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Cde Monomotapa
#25 Posted : Wednesday, November 06, 2013 1:06:01 PM
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Bid structure forming up well. Let's see...
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Ericsson
#26 Posted : Wednesday, November 06, 2013 2:48:27 PM
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Location: NAIROBI
Kenya Re is number 18 in Kenya Power top 20 shareholder's list with a 0.255% stake.
NSSF is at number 2 with a cumulative stake of 21.578%
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Mukiri
#27 Posted : Wednesday, November 06, 2013 3:01:33 PM
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Joined: 7/11/2012
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Airport fire and westgate mall?

Proverbs 19:21
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murchr
#28 Posted : Wednesday, November 06, 2013 3:30:37 PM
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Ericsson wrote:
Kenya Re is number 18 in Kenya Power top 20 shareholder's list with a 0.255% stake.
NSSF is at number 2 with a cumulative stake of 21.578%


Would you know what the % of Wanjiku holding this share is?
"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
.
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Cde Monomotapa
#29 Posted : Wednesday, November 06, 2013 6:58:42 PM
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Mukiri wrote:
Airport fire and westgate mall?


Tutajua mbele smile more about JKIA than Westgate. As it can be seen here, we're looking for an out-perfomance on the investment income side.

Also, re-insurance is 2nd line defense. Taking the chance, let's see.
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Pesa Nane
#30 Posted : Wednesday, November 06, 2013 10:35:38 PM
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murchr wrote:
Would you know what the % of Wanjiku holding this share is?


Kenya-Re Shareholding as at Sept. 2013
Foreign shareholding = 20,865,001 shares = 2.98%
Local Individual = 106,182,045 shares = 15.17%
Local Institutions = 572,902,022 = 81.85%

TOTAL = 699,949,068 shares = 100%
Pesa Nane plans to be shilingi when he grows up.
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murchr
#31 Posted : Thursday, November 07, 2013 7:14:34 AM
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Pesa Nane wrote:
murchr wrote:
Would you know what the % of Wanjiku holding this share is?


Kenya-Re Shareholding as at Sept. 2013
Foreign shareholding = 20,865,001 shares = 2.98%
Local Individual = 106,182,045 shares = 15.17%
Local Institutions = 572,902,022 = 81.85%

TOTAL = 699,949,068 shares = 100%


Asante
"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
.
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Ericsson
#32 Posted : Thursday, November 07, 2013 1:12:17 PM
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Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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guru267
#33 Posted : Thursday, November 07, 2013 2:06:21 PM
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Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Ericsson wrote:
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land


Kenya Re doesn't really benefit from change in share prices in terms of EPS...

The rising portfolio only affects NAV here due to their accounting style!
Mark 12:29
Deuteronomy 4:16
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Cde Monomotapa
#34 Posted : Thursday, November 07, 2013 2:15:59 PM
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guru267 wrote:
Ericsson wrote:
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land


Kenya Re doesn't really benefit from change in share prices in terms of EPS...

The rising portfolio only affects NAV here due to their accounting style!


So we've bought into a 'unit trust' whose quoted price is lagging its under-lying investments?? Hallelujah!
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guru267
#35 Posted : Thursday, November 07, 2013 3:06:36 PM
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Posts: 6,675
Location: Nairobi
Cde Monomotapa wrote:
guru267 wrote:
Ericsson wrote:
Also in the list of top companies it has portfolios is Safaricom.
Investment Income normally gives them a good income.
next year they are to break ground in putting up a commercial building in the Upper Hill land


Kenya Re doesn't really benefit from change in share prices in terms of EPS...

The rising portfolio only affects NAV here due to their accounting style!


So we've bought into a 'unit trust' whose quoted price is lagging its under-lying investments?? Hallelujah!


Big opportunity here...
Mark 12:29
Deuteronomy 4:16
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Cde Monomotapa
#36 Posted : Thursday, November 07, 2013 6:45:36 PM
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OK. This should also provide for a good read on the outlook for re/insurance in Africa. V/Interesting: ZEP-RE Africa Outlook Brochure http://issuu.com/outlook...outlook_zep-re_brochure

What caught my eye after Takaful insurance, is the emergence of infrastructure insurance. Extrapolating that Africa wide and we're talking tons of opportunity indeed.
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Ericsson
#37 Posted : Friday, November 08, 2013 10:46:56 AM
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Joined: 12/4/2009
Posts: 10,699
Location: NAIROBI
Kenya Re is also in the top ten shareholders list of CIC Insurance group
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#38 Posted : Friday, November 08, 2013 11:16:56 AM
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Posts: 18,107
Location: Nairobi
Ericsson wrote:
Kenya Re is also in the top ten shareholders list of CIC Insurance group
They should sell out.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#39 Posted : Friday, November 08, 2013 11:19:49 AM
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@VituVingiSana;The stake/number of shares is not that significant as the majority of the stake is held by the saccos.
I don't see the reason to sell out as CIC is the only insurance company that makes underwriting profit
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Cde Monomotapa
#40 Posted : Friday, November 08, 2013 11:22:09 AM
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Tunasema @Ericsson ni mtu wa maana sana! Cheers man..
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