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Madness at the NSE
aemathenge
#2221 Posted : Saturday, March 28, 2020 10:47:08 AM
Rank: Elder

Joined: 10/18/2008
Posts: 3,434
Location: Kerugoya
Balaa wrote:
Net loss? Really? Some of these reporters don't understand the basics of the subject matter they're reporting on.


My sentiments exactly.

As the name of this thread goes, these "reporters" are one of the reasons there is "madness at the NSE"
sparkly
#2222 Posted : Saturday, March 28, 2020 11:58:51 AM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
aemathenge wrote:
Balaa wrote:
Net loss? Really? Some of these reporters don't understand the basics of the subject matter they're reporting on.


My sentiments exactly.

As the name of this thread goes, these "reporters" are one of the reasons there is "madness at the NSE"


I think they distort the headlines just to get clicks.
Life is short. Live passionately.
the deal
#2223 Posted : Sunday, March 29, 2020 12:58:48 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Everything is falling...even diversifying won't help...

1.buying the dips
2. cost averaging
3. Holding unto cash


Are the only strategies which can work...

Take for example the impact of covid-19 lockdowns on earnings and company fundamentals at the NSE will only be known form H2 2020...
VituVingiSana
#2224 Posted : Monday, March 30, 2020 2:18:05 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
the deal wrote:
Everything is falling...even diversifying won't help...

1.buying the dips
2. cost averaging
3. Holding unto cash


Are the only strategies which can work...

Take for example the impact of covid-19 lockdowns on earnings and company fundamentals at the NSE will only be known form H2 2020...
Most firms will suffer in this environment. Those with cash reserves will survive and probably come out stronger.

Kenya has few or no firms in the "medical manufacturing" space which will see a boost. Or telemedicine or tech firms e.g. Zoom.

Safaricom is about the only "tech" firm on the NSE.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
murchr
#2225 Posted : Monday, March 30, 2020 6:07:12 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
VVS --- BOC Kenya?
"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
.
VituVingiSana
#2226 Posted : Tuesday, March 31, 2020 8:30:11 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
murchr wrote:
VVS --- BOC Kenya?
No idea.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Monk
#2227 Posted : Tuesday, March 31, 2020 1:16:54 PM
Rank: Member

Joined: 7/1/2009
Posts: 272
murchr wrote:
VVS --- BOC Kenya?


I'm curious too. I know this might sound distasteful to some, but with medical gases currently in high demand, is this pandemic a windfall for them?

sparkly
#2228 Posted : Tuesday, March 31, 2020 6:04:56 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Monk wrote:
murchr wrote:
VVS --- BOC Kenya?


I'm curious too. I know this might sound distasteful to some, but with medical gases currently in high demand, is this pandemic a windfall for them?



Public Procurement manenos in Kenya. Electricity expansion has not changed the fortunes of EA Cables but it made some un-named individuals very rich.
Life is short. Live passionately.
slick
#2229 Posted : Wednesday, April 01, 2020 5:11:40 AM
Rank: Member

Joined: 6/1/2017
Posts: 288
wukan wrote:
NSE 20 has finally broken sub 2K to close at 1958

In the meantime FED has gone crazy and thrown in the mother of all QEs


Should CBK rescue our stock market and directly or indirectly buy stocks?Well first world central banks are doing so.Swiss and Japanese Central Banks are directly buying stocks with Bank of Japan buying Japanese ETFs and the Swiss Central bank buying US stocks like Facebook and Apple among others.The Fed was funding the Wall Street banks to buy stocks ever since GFC from their QE programs.Now the Fed is being more direct now.Through their recently launched program Primary Dealer Credit Facility (PDCF) the Fed is taking the large cap US stocks as collateral for repo loans to wall street primary dealer banks and hedge funds.Considering these loans are being rolled over when they mature,the Fed is keeping these stocks on their balance sheet thus essentially buying these stocks.Much of the rally in Wall Street in recent days has been attributed to this Fed intervention in the stock market.There is talk that Fed should outright buy US stocks.Its a banana republic style intervention nonetheless equities are rising due to this

Maybe Opus Dei should launch a similar facility here and rescue our equities and take Safaricom stock to 100 and KCB stock to 200?Laughing out loudly Laughing out loudly
Contrarian Investor and Trader.Advocate of free markets,limited government interference in the economy and sound money
lochaz-index
#2230 Posted : Wednesday, April 01, 2020 9:52:16 AM
Rank: Veteran

Joined: 9/18/2014
Posts: 1,127
Breaking below the 2000 mark on the NSE20 has scared the bulls in a mighty way. Short orders are not going through and have been in a limbo for two weeks on the trot despite the slight recovery in and across the market.
The main purpose of the stock market is to make fools of as many people as possible.
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