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Taking positions for 2010
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VituVingiSana
#21 Posted : Monday, January 04, 2010 8:12:47 AM
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Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
@hi-lo pls share the math...

I came out with the impression that they price was thought to be 138/- (per my math) for conversion BUT the decision was not final...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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QD
#22 Posted : Monday, January 04, 2010 8:32:00 AM
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Joined: 8/5/2009
Posts: 597
@ sparkly ARM with the possibility of comesa mkt opening is abit no no. remember mumias last year from kshs 43 to kshs 4. but though NSE not efficient and several factors as insider trading, front running etc will be at play.
The problem with the world is that the intelligent people are full of doubts while the stupid ones are full of confidence
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the deal
#23 Posted : Monday, January 04, 2010 12:36:19 PM
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Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
12 is proving to be a strong resistant point for kenya re but its just for now...
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sparkly
#24 Posted : Monday, January 04, 2010 7:25:56 PM
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Joined: 9/23/2009
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Location: Enk are Nyirobi
Looks like 2010 will be a fast and furious year. The major US indices are up while the NSE seems to be gaining steam. The medium and small caps still have mileage in them. thinking that kakuzi, standard group, cables, berger will also have a mini-run soon.
Life is short. Live passionately.
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VituVingiSana
#25 Posted : Monday, January 04, 2010 7:54:53 PM
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Focus has been on KPLC... there is another stock I like... KQ

Things seem to be looking up... http://www.businessdaily.../-/t57xjvz/-/index.html

KQ is back on the NBO-KSM route...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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2012
#26 Posted : Tuesday, January 05, 2010 9:27:00 AM
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Joined: 12/9/2009
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Location: Nairobi
@VVS

What do you make of the KCB counter after bagging S&L?

BBI will solve it :)
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VituVingiSana
#27 Posted : Tuesday, January 05, 2010 11:24:41 AM
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@2012 - KCB didn't bag S&L... they have owned it for years... it was a 100% subsidiary & now it is a division...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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kizee
#28 Posted : Tuesday, January 05, 2010 11:49:38 AM
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s&l was always a de facto division of kcb...theyr balance sheet betrayed the fact that a whopping 60pct of s&l's depos were from kcb group...s&l wud never surviv on its own the merger was just a realization of the obvious
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2012
#29 Posted : Tuesday, January 05, 2010 11:59:03 AM
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Interesting @vvs and Kizee, I honestly didn't know that as I've never taken interest in the KCB counter till today when I saw the ad. Thanks.

BBI will solve it :)
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the deal
#30 Posted : Tuesday, January 05, 2010 1:00:18 PM
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Location: Windhoek/Nairobbery
The rise and rise of housing finance...more info on the counter will be of good use plz...
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VituVingiSana
#31 Posted : Thursday, January 07, 2010 8:25:56 AM
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@kizee - S&L was never as active at soliciting for deposits... The idea of it being merged into KCB has been around for at least 2 years.

So the question of S&L being in 'trouble' are not valid... It was cheaper for the parent (KCB) to solicit for deposits which were on-lent to S&L.

HFCK is a different case since Equity owns 20%... it needs to find its own deposits... and if Equity were to buy 100% of HFCK (a distinct possibility in 2-3 years)... you will see it merged into Equity as well as a 'division'.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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kizee
#32 Posted : Thursday, January 07, 2010 8:30:34 AM
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@vvs-s&l were never activ at mobilising depos becoz they cud always lean on their parent as for the inter group transfer pricing of depos...why then wud s&l operate as an independent entity? and thats why i stated that the merger was a realization of the obvious..that s&l was a defacto division/department within kcb..
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VituVingiSana
#33 Posted : Thursday, January 07, 2010 9:17:11 AM
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KQ just touched 38/-... one of my picks but I am looking for 42/-... at least...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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cnn
#34 Posted : Thursday, January 07, 2010 10:38:05 AM
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Joined: 6/17/2009
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@vvs
this could easily haul to 50
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VituVingiSana
#35 Posted : Thursday, January 07, 2010 10:45:34 AM
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@cnn - I would be very happy... LOL... I am looking at 42/- as a minimum...

KQ announces passenger numbers for 3Q (Oct-Dec 2009) after 30 Jan but final numbers (financial) are due 30 May.

KQ said (during AGM) that they are waiting for 'new' planes in 2010 but only if they get what they need/want.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#36 Posted : Thursday, January 07, 2010 10:48:22 AM
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KQ @ 38.25 for 20k shares. Demand is picking up.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Wendz
#37 Posted : Thursday, January 07, 2010 11:35:28 AM
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Joined: 6/19/2008
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I think the other factor benefiting HF is their new pension-backed mortgage in connection with Britak... that could have given some boost as there is alot of pension funds being held up with the fund managers and employers which can not be accessed until late in the contributor's life.
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sparkly
#38 Posted : Thursday, January 07, 2010 1:25:26 PM
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Joined: 9/23/2009
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Location: Enk are Nyirobi
...And the biggest gainer today is SGL
sparkly wrote:
Looks like 2010 will be a fast and furious year. The major US indices are up while the NSE seems to be gaining steam. The medium and small caps still have mileage in them. thinking that kakuzi, standard group, cables, berger will also have a mini-run soon.
Life is short. Live passionately.
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VituVingiSana
#39 Posted : Thursday, January 07, 2010 3:09:07 PM
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Joined: 1/3/2007
Posts: 18,134
Location: Nairobi
SGL has been a disappointment for me (versus Nation)... Do they have staying power thru 2010?

Election years are good since people buy more papers... and watch more TV (ad rates)...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Wa_ithaka
#40 Posted : Thursday, January 07, 2010 9:14:18 PM
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Joined: 1/7/2010
Posts: 1,279
Location: nbi
If u bought Equity when it was Ksh12.90, you'll smile in 2010.
The Governor of Nyeri - 2017
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