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Madness at the NSE
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wukan
#2331 Posted : Tuesday, November 03, 2020 3:10:06 PM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,654
Wueh, the cricket silence in the market. I bought some counters last week and found out I was the only one buying. Same thing yesterday and today. I feel so lonely. Guys come back to the market.
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rwitre
#2332 Posted : Tuesday, November 03, 2020 3:57:34 PM
Rank: Member

Joined: 3/8/2018
Posts: 507
Location: Nairobi
wukan wrote:
Wueh, the cricket silence in the market. I bought some counters last week and found out I was the only one buying. Same thing yesterday and today. I feel so lonely. Guys come back to the market.


Depressed market
Low investor sentiment
Shilling flirting with sudden devaluation
Political class focused on BBI

NSE is a reflection of the economy.
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Ericsson
#2333 Posted : Tuesday, November 03, 2020 4:06:20 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
rwitre wrote:
wukan wrote:
Wueh, the cricket silence in the market. I bought some counters last week and found out I was the only one buying. Same thing yesterday and today. I feel so lonely. Guys come back to the market.


Depressed market
Low investor sentiment
Shilling flirting with sudden devaluation
Political class focused on BBI

NSE is a reflection of the economy.


Second wave corona virus delaying recovery.
Seems after we are done with COVID-19 it will be 2022 elections campaign top gear
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Queen
#2334 Posted : Wednesday, November 04, 2020 8:22:25 PM
Rank: Member

Joined: 11/21/2018
Posts: 564
Location: Britain
Ericsson wrote:
rwitre wrote:
wukan wrote:
Wueh, the cricket silence in the market. I bought some counters last week and found out I was the only one buying. Same thing yesterday and today. I feel so lonely. Guys come back to the market.


Depressed market
Low investor sentiment
Shilling flirting with sudden devaluation
Political class focused on BBI

NSE is a reflection of the economy.


Second wave corona virus delaying recovery.
Seems after we are done with COVID-19 it will be 2022 elections campaign top gear


In other words, no reprieve any time soon.
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  | | Edit by user: Wednesday, November 04, 2020 8:23 PM | Reason: Not specified
mulla
#2335 Posted : Thursday, November 05, 2020 9:24:18 AM
Rank: Member

Joined: 6/15/2013
Posts: 301
Ericsson wrote:
rwitre wrote:
wukan wrote:
Wueh, the cricket silence in the market. I bought some counters last week and found out I was the only one buying. Same thing yesterday and today. I feel so lonely. Guys come back to the market.


Depressed market
Low investor sentiment
Shilling flirting with sudden devaluation
Political class focused on BBI

NSE is a reflection of the economy.


Second wave corona virus delaying recovery.
Seems after we are done with COVID-19 it will be 2022 elections campaign top gear


Strategy in NSE now should be accumulation with no optimism of significant gains before 2025(or hold for retirement unless the percentage capital gains are too attractive to hold for that long and those gains can be reinvested elsewhere in a strong undervalued counter)
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Balaa
#2336 Posted : Friday, November 06, 2020 8:45:20 AM
Rank: Member

Joined: 7/6/2018
Posts: 175
Location: Kinshasa
BD: "Foreign investors pull KES 1B from NSE pn Covid-19 jitters"
https://www.businessdail...covid-19-jitters-2732146
If it don't make dollars, it don't make sense
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wukan
#2337 Posted : Friday, November 06, 2020 9:50:25 AM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,654
Institutional investors also ditched NSE

Quote:
HOW FAR IS JUBILEE IN CUTTING ITS RELIANCE ON EARNINGS FROM THE NAIROBI SECURITIES EXCHANGE (NSE) INVESTMENTS?

We are buying practically no stocks in the stock market. We stopped buying new shares at the NSE three years ago. Where possible, we are ditching stocks.

We are less dependent on the stock market right now. We have taken a similar stand on property investment. Our properties are primarily those for our own needs as opposed to investment purposes. For instance, we have one in Nairobi, Mombasa, Kisumu, Kampala and Burundi but mainly for our office needs. We believe in investments that are good for investors and not just for making a statement. NSE and property investments have condemned many insurers into unstable returns.


https://www.businessdail...ter-allianz-deal-2732266
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Ericsson
#2338 Posted : Friday, November 06, 2020 10:19:04 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
[quote=wukan]Institutional investors also ditched NSE

Quote:
HOW FAR IS JUBILEE IN CUTTING ITS RELIANCE ON EARNINGS FROM THE NAIROBI SECURITIES EXCHANGE (NSE) INVESTMENTS?

We are buying practically no stocks in the stock market. We stopped buying new shares at the NSE three years ago. Where possible, we are ditching stocks.

We are less dependent on the stock market right now. We have taken a similar stand on property investment. Our properties are primarily those for our own needs as opposed to investment purposes. For instance, we have one in Nairobi, Mombasa, Kisumu, Kampala and Burundi but mainly for our office needs. We believe in investments that are good for investors and not just for making a statement. NSE and property investments have condemned many insurers into unstable returns.


https://www.businessdail...er-allianz-deal-2732266[/quote]


Watalia machozi baadaye
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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  | | Edit by user: Friday, November 06, 2020 4:55 PM | Reason: Not specified
Horton
#2339 Posted : Friday, November 06, 2020 10:34:32 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
Ericsson wrote:
[quote=wukan]Institutional investors also ditched NSE

Quote:
HOW FAR IS JUBILEE IN CUTTING ITS RELIANCE ON EARNINGS FROM THE NAIROBI SECURITIES EXCHANGE (NSE) INVESTMENTS?

We are buying practically no stocks in the stock market. We stopped buying new shares at the NSE three years ago. Where possible, we are ditching stocks.

We are less dependent on the stock market right now. We have taken a similar stand on property investment. Our properties are primarily those for our own needs as opposed to investment purposes. For instance, we have one in Nairobi, Mombasa, Kisumu, Kampala and Burundi but mainly for our office needs. We believe in investments that are good for investors and not just for making a statement. NSE and property investments have condemned many insurers into unstable returns.


https://www.businessdail...er-allianz-deal-2732266[/quote]


Natalia machozi baadaye



Wacha waende. We need to purchase at cheap prices before they come back and drive KCB back to 12PE 😀
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VituVingiSana
#2340 Posted : Friday, November 06, 2020 5:58:03 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ericsson wrote:
[quote=wukan]Institutional investors also ditched NSE

Quote:
HOW FAR IS JUBILEE IN CUTTING ITS RELIANCE ON EARNINGS FROM THE NAIROBI SECURITIES EXCHANGE (NSE) INVESTMENTS?

We are buying practically no stocks in the stock market. We stopped buying new shares at the NSE three years ago. Where possible, we are ditching stocks.

We are less dependent on the stock market right now. We have taken a similar stand on property investment. Our properties are primarily those for our own needs as opposed to investment purposes. For instance, we have one in Nairobi, Mombasa, Kisumu, Kampala and Burundi but mainly for our office needs. We believe in investments that are good for investors and not just for making a statement. NSE and property investments have condemned many insurers into unstable returns.


https://www.businessdail...er-allianz-deal-2732266[/quote]

Watalia machozi baadaye
Hindsight is 20/20. I wish I had followed their strategy since TanoTena! If not for KK, I would be crying my eyes out!

The reality is that most stocks on the NSE are below 2017 prices even if the underlying performance is good.

The difference between most of us and Jubilee is they have the ability to deploy a lot of cash into shares when they are ready. In the meantime, they make 6-11% on bonds with little risk. Also $ investments which the KES keeps on depreciating. It's already flirting with 110.

Jubilee isn't perfect but it is the best performing insurance firm on the NSE.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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