wazua Fri, Jul 25, 2025
Welcome Guest Search | Active Topics | Log In

6 Pages<12345>»
KenolKobil FY2010 results are out!
2012
#41 Posted : Friday, March 25, 2011 12:16:32 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
ProverB wrote:

current price fully factored "Expectations"


I don't think so. What made you arrive at that conclusion?
Most of us (myself included) expected the acquisitions in Ug and Burundi to reduce the profits significantly plus we know the acquisitions are expected to return good profits sooner than later.

BBI will solve it
:)
cnn
#42 Posted : Friday, March 25, 2011 12:38:02 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,621
ProverB wrote:
Iborian wrote:
The verdict is out.

The market is not impressed.

Stock has ticked up JUST 20 cts or so from yesterday's depressed price.

WTF!!!!


current price fully factored "Expectations"
the only reaction would be if actual results CONFIRM those expectations or not..
..if not..price tanks..if yes..price unchanged..if actual performance way above expectation..price ups..
..of those three...KK just confirmed.. so pricing is right..and can either remain there..or lower..depending on extent of "mood swing"..

..if bored u sell..if excited you buy.. so how do you judge mood of traders today on KK? smile

Nothing to do with expectations,the whole market is just subdued for whatever reasons that might be.In a different setting the price would have reacted differently and will.
holycow
#43 Posted : Friday, March 25, 2011 1:14:40 PM
Rank: Veteran


Joined: 11/11/2006
Posts: 972
Location: Home


The demand orders are as low as 8.60/=
the deal
#44 Posted : Friday, March 25, 2011 1:32:40 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
holycow wrote:


The demand orders are as low as 8.60/=

Laughing out loudly Laughing out loudly Laughing out loudly what does that mean? what are you trying to imply? whats your name again?Laughing out loudly Laughing out loudly Laughing out loudly
The Merchant
#45 Posted : Friday, March 25, 2011 1:42:11 PM
Rank: Veteran


Joined: 5/24/2010
Posts: 846
Location: KENYA
I disagree with you @proverB. This resuklts exceeded expectations especially on the EPS growth and dividends. The market pricing the stock is just irrational. If one has cash just buy, you're assured of a 5% div yield anyway...
JabaBoeku
#46 Posted : Friday, March 25, 2011 1:46:33 PM
Rank: Member


Joined: 4/28/2008
Posts: 53
great dividend yield...liking it all the way!
youcan'tstopusnow
#47 Posted : Friday, March 25, 2011 1:56:47 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
The Merchant wrote:
I disagree with you @proverB. This resuklts exceeded expectations especially on the EPS growth and dividends. The market pricing the stock is just irrational. If one has cash just buy, you're assured of a 5% div yield anyway...

I agree with ProverB. The results were just as expected. Half year PAT was 1.18B. What were you expecting them to post for the 2nd half? But as you say, there's a 5% dividend yield. Lakini siku hizi every company is dishing them outLaughing out loudly
GOD BLESS YOUR LIFE
ProverB
#48 Posted : Friday, March 25, 2011 2:05:28 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
2012 wrote:
ProverB wrote:

current price fully factored "Expectations"


I don't think so. What made you arrive at that conclusion?
Most of us (myself included) expected the acquisitions in Ug and Burundi to reduce the profits significantly plus we know the acquisitions are expected to return good profits sooner than later.


there is no one overriding expectations.. chances 99.9% of all expectations out there did not include ur Ug-Burundi factor... and expectations vary all the way down to most idiotic... eg.. "KK has a petrol station in LOLiOndo, therefore, all these cars stuck there will buy petrol only from KK.. therefore better profit".. and that is reason enough to buy..

Bottomline.. market reflects all expectations on weighted average. there are those that belive KK fuels KQ.. seriously..and when kq buys a plane they ask if it's right time to buy kk.. smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
youcan'tstopusnow
#49 Posted : Friday, March 25, 2011 3:20:37 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
ProverB wrote:
and expectations vary all the way down to most idiotic... eg.. "KK has a petrol station in LOLiOndo, therefore, all these cars stuck there will buy petrol only from KK.. therefore better profit".. and that is reason enough to buy..

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
GOD BLESS YOUR LIFE
2012
#50 Posted : Friday, March 25, 2011 3:26:44 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
ProverB wrote:
2012 wrote:
ProverB wrote:

current price fully factored "Expectations"


I don't think so. What made you arrive at that conclusion?
Most of us (myself included) expected the acquisitions in Ug and Burundi to reduce the profits significantly plus we know the acquisitions are expected to return good profits sooner than later.


there is no one overriding expectations.. chances 99.9% of all expectations out there did not include ur Ug-Burundi factor... and expectations vary all the way down to most idiotic... eg.. "KK has a petrol station in LOLiOndo, therefore, all these cars stuck there will buy petrol only from KK.. therefore better profit".. and that is reason enough to buy..

Bottomline.. market reflects all expectations on weighted average. there are those that belive KK fuels KQ.. seriously..and when kq buys a plane they ask if it's right time to buy kk.. smile


Clearly we're on the same page.

I think the only thing holding NSE down is politics - the Hague issue and next year's elections are a big thorn in NSE's ass. Our parliamentarians selling our sovereignty to the west despite warnings by Mutula, the recent opinion poll that suggested a run-off btwn RO and Jomo's son who might not be available and the uncertainty around the 2012 elections are enough keep good investors away.

BBI will solve it
:)
Aguytrying
#51 Posted : Friday, March 25, 2011 4:34:11 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
I feel sometimes we give politics too much weight. The referendum was peaceful and market didn't tank that much then. so how will something like ocampo prosecuting ppl cause investors to runaway, with tails between their legs. And i feel the 2012 elections are abit too far to cause all this mayhem. Three things here: middle east conflict, high oil prices, weak shilling. Im aware the last two have ameriolated off late.
The investor's chief problem - and even his worst enemy - is likely to be himself
2012
#52 Posted : Friday, March 25, 2011 4:54:31 PM
Rank: Elder


Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
Aguytrying wrote:
I feel sometimes we give politics too much weight. The referendum was peaceful and market didn't tank that much then. so how will something like ocampo prosecuting ppl cause investors to runaway, with tails between their legs.


Not us but what the rest of the world thinks of us. When you are unable to prosecute your criminals and have to hand them over to a higher power you are basically telling the world that the rule of law does not apply here. 2012 elections are next year, that's even too short a time for a short-time investor.

BBI will solve it
:)
hisah
#53 Posted : Friday, March 25, 2011 5:04:03 PM
Rank: Chief


Joined: 8/4/2010
Posts: 8,977


NSE can even consolidate losses and rally at least back to 4200 - 4300 levels for the next selling bout and now already lower than 3900... sic... A price disconnect is up on the cards with more downside risk. The chart never lies... Get ready for greater discounts despite the rosy fundamentals...

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Aguytrying
#54 Posted : Friday, March 25, 2011 5:18:58 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
@2012. I see your side of it. Esp the investing period being short.
The investor's chief problem - and even his worst enemy - is likely to be himself
Aguytrying
#55 Posted : Friday, March 25, 2011 5:20:54 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
hisah wrote:


NSE can even consolidate losses and rally at least back to 4200 - 4300 levels for the next selling bout and now already lower than 3900... sic... A price disconnect is up on the cards with more downside risk. The chart never lies... Get ready for greater discounts despite the rosy fundamentals...


when is the next relief rally. Jesse livermore, said the tape never lies.
The investor's chief problem - and even his worst enemy - is likely to be himself
Cde Monomotapa
#56 Posted : Friday, March 25, 2011 5:47:58 PM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Bottom line for me is do we have peace & stabilty? If the answer is YES then I do not care how we get it. To hell with this sovreignity (@ ICC)if it stops me from waking up everyday to do what I love doing & fending for my people!
QW25071985
#57 Posted : Friday, March 25, 2011 11:09:39 PM
Rank: Veteran


Joined: 3/25/2011
Posts: 946
holycow wrote:


The demand orders are as low as 8.60/=


and still wazua gurus expected this stock to rally . how i pity them....
cnn
#58 Posted : Saturday, March 26, 2011 8:32:08 AM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,621
QW25071985 wrote:
holycow wrote:


The demand orders are as low as 8.60/=


and still wazua gurus expected this stock to rally . how i pity them....

@mutant,the price will catch up,when?..sometime.
youcan'tstopusnow
#59 Posted : Saturday, March 26, 2011 8:39:00 AM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
cnn wrote:
QW25071985 wrote:
holycow wrote:


The demand orders are as low as 8.60/=


and still wazua gurus expected this stock to rally . how i pity them....

@mutant,the price will catch up,when?..sometime.

Ati mutant?Laughing out loudlyLaughing out loudlyLaughing out loudlyLaughing out loudlyLaughing out loudly
GOD BLESS YOUR LIFE
Cde Monomotapa
#60 Posted : Saturday, March 26, 2011 9:55:50 AM
Rank: Chief


Joined: 1/13/2011
Posts: 5,964
Ninja turtles!! Wapi?!
Users browsing this topic
Guest
6 Pages<12345>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Copyright © 2025 Wazua.co.ke. All Rights Reserved.