GO! GO! GO! Kenya Re...We gonna celebrate like its ur party....tutu tutu tutu bum bum kadoom....

West Africa operations goes to sleep! KNRE planning to relocate office out of Ivory Coast! Losses there again! can they just announce the new CEO and can the govt confirm that the local insurance mandatory remittance has been reviewed? NKT!

a friend has asked if there is any future in this counter,i have considered the facts and advised her to sell,hope i am right

@msimon
whenever i get it wrong i admit,but on this one i disagree,i guess some guys read and i can see an increase in demand and also a rise in price,thanks for your input,,,will buy

@the merchant one cannot even slightly compare jubilee and kenya re...

Kenya re earnings growth, revenue diversification and management are EXTREMELY poor while jubilee's are exemplary... Kenya re deserves its current share price more than any other counter on the NSE

Well, I don't know how you arrive at such a bad outlook for its growth(maybe because the compulsory cessations end 2015?). However I think 2 more factors that are equally important are okay with this company namely;
1. Profitability: HUGE investment in the stock market and lower claims expected this year. More premiums expected due to a robust economy.
2. Risk: I think they place a premium on risk management hence their conservative growth. This is not necessarily a bad thing and should make us investors have more confidence.

About the management, can you explain more? Is there something I do not know? Jubilee I cannot dare argue. Exemplary management. I have dealt with them a few times so I slowly buy into this share when I can.
From the numbers alone KenyaRe looked very good to me. Please explain your fundamentals further, I may be lost on the theory and missing the larger picture.

I have come to learn that the best way to survive and make serious profits in the investing business is to spend all your investing time reading annual reports and spending as less time looking at the stock price as possible. I mean, the we only look at the stock price when it comes to comparing value with price. It has worked well for us over the past four years. I hope it doesn't change, and i doubt it'll ever.

sell

with utmost respect i say to u. u will eat ua own words come endyear results

With the release of a number of results from the insurance industry, it may be worthwhile revisiting the biggest reinsurer in the country.

The three insurance companies that have reported (PanAfric, Britak & Jubilee) have had a huge increase in profitability. The increase in profitability has come about to a large extent from an increase in their investment income. However, keen watchers of the industry will also note that there has been a healthy increase in premium income. A corollary of this is that the amount ceded to reinsurers has gone up. A significant portion of this goes to Kenya Re.

I assume (maybe I should pray) that Kenya Re is at least as efficient (or should I say no more inefficient) as it was last year, the above factors point to the possibility of a reasonable growth of profits at Kenya Re.

I am aware that Kenya Re is a dead counter as far as many Wazuans are concerned. All the same, it may just be worth a punt. After all on can aim for a modest 10% - 20% return with the release of results, if indeed my projections come to fruition. This of course presupposes that the bear market will not get any worse.