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Insurance Counters at NSE - Valuation & recommendation
Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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UAP, APA, Heritage (Liberty) and Jubilee are the guys who do Political risk ad lib.
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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SittingPretty wrote:Someone tell me, while BTAK and CFCI seem to be weathering the Petition storm, CIC does not seem to be replicating! Is there something I dont know???? CIC has rallied from 3.05 to 5.60. That's almost 100% in 4 months. It has rallied the most of all the insurance stocks after pan african, which is being acquired. $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Member Joined: 9/18/2006 Posts: 131
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hisah wrote:SittingPretty wrote:Someone tell me, while BTAK and CFCI seem to be weathering the Petition storm, CIC does not seem to be replicating! Is there something I dont know???? CIC has rallied from 3.05 to 5.60. That's almost 100% in 4 months. It has rallied the most of all the insurance stocks after pan african, which is being acquired. Are the south Africans still buying panAfrica shares from the market? The volumes traded on that counter nowadays are at an all time low.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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the deal wrote:UAP, APA, Heritage (Liberty) and Jubilee are the guys who do Political risk ad lib. Don't forget Kenya Re!!! Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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kazee wrote:hisah wrote:SittingPretty wrote:Someone tell me, while BTAK and CFCI seem to be weathering the Petition storm, CIC does not seem to be replicating! Is there something I dont know???? CIC has rallied from 3.05 to 5.60. That's almost 100% in 4 months. It has rallied the most of all the insurance stocks after pan african, which is being acquired. Are the south Africans still buying panAfrica shares from the market? The volumes traded on that counter nowadays are at an all time low. I'm not sure if Sanlam are done with the buying. Thin volumes could mean that the available float is drying up.$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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guru267 wrote:the deal wrote:UAP, APA, Heritage (Liberty) and Jubilee are the guys who do Political risk ad lib. Don't forget Kenya Re!!! ... add CIC to that list. The BIG Q remains, who among all these garnered prime quota of the political risk covers¿
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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hisah wrote:kazee wrote:hisah wrote:SittingPretty wrote:Someone tell me, while BTAK and CFCI seem to be weathering the Petition storm, CIC does not seem to be replicating! Is there something I dont know???? CIC has rallied from 3.05 to 5.60. That's almost 100% in 4 months. It has rallied the most of all the insurance stocks after pan african, which is being acquired. Are the south Africans still buying panAfrica shares from the market? The volumes traded on that counter nowadays are at an all time low. I'm not sure if Sanlam are done with the buying. Thin volumes could mean that the available float is drying up. The last time i read about this, link, sanlam had managed to buy only 5.6% from the market and therefore needed 4.4% more to hit their target. This, together with good valuation of the company, should drive the share towards the sib valuation of KES 75
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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mwekez@ji wrote:@msimon, calling for your view on the political risk covers vis-à-vis our listed insurance companies
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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So when are the rest releasing their results? "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
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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murchr wrote:So when are the rest releasing their results? Kenya released last year on 25th April and Jubilee on 4th April! Mark 12:29
Deuteronomy 4:16
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Rank: New-farer Joined: 3/2/2011 Posts: 33 Location: Nbi
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murchr wrote:So when are the rest releasing their results? I hear 8th for Jubilee...
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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And when is Kenya Re and UAP releasing their full year 2012 results Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Veteran Joined: 1/25/2012 Posts: 1,624 Location: Langley
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Ericsson wrote:And when is Kenya Re and UAP releasing their full year 2012 results Kenya Re, last week of April. If you have built castles in the air, your work need not be lost; that is where they should be. Now put the foundations under them.
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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zizzi wrote:murchr wrote:So when are the rest releasing their results? I hear 8th for Jubilee... It is 8th today.....Was up all night thinking of the 1:10 bonus Ive become accustomed to.
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Rank: Chief Joined: 8/4/2010 Posts: 8,977
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And what is JHL cooking? Past 4th April is bad enough... Are they adopting gok owned firms late reporting behaviour  $15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Rank: Elder Joined: 7/11/2010 Posts: 5,040
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hisah wrote:And what is JHL cooking? Past 4th April is bad enough... Are they adopting gok owned firms late reporting behaviour Nowadays I watch these firms in disbelief. Cfci at 12.00!! Another lepper Olympia has acquired wings. The investor's chief problem - and even his worst enemy - is likely to be himself
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Rank: New-farer Joined: 3/2/2011 Posts: 33 Location: Nbi
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Gordon Gekko wrote:zizzi wrote:murchr wrote:So when are the rest releasing their results? I hear 8th for Jubilee... It is 8th today.....Was up all night thinking of the 1:10 bonus Ive become accustomed to. Sorry dude... I swear Bloomberg changed their reporting date from two days ago http://www.bloomberg.com/quote/JBIC:KN
It was showing 8th
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Rank: Member Joined: 8/4/2012 Posts: 155 Location: Kenya
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zizzi wrote:murchr wrote:So when are the rest releasing their results? I hear 8th for Jubilee... Its actually on the 17th of April If you don't want to go to plan B have a good plan A.
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Rank: Elder Joined: 7/21/2010 Posts: 6,184 Location: nairobi
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While you were away,cfci was approaching 13bob.i intend to sell after the rossy 1st half numbers. "Don't let the fear of losing be greater than the excitement of winning."
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