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Kenya Re HY16
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obiero
#31 Posted : Wednesday, September 07, 2016 8:40:19 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,226
Location: nairobi
Ebenyo wrote:
sparkly wrote:
Ebenyo wrote:
obiero wrote:
guru267 wrote:
Ebenyo wrote:
sparkly wrote:
Ebenyo wrote:
Im targeting to join this ship this month.I have waited for it to come to 17.00 for so long and it seems i wont realise it.I now want to join at 19.00.Hopefully i will get it.


There are many better shares in the current market.


@Sparky,can u pliz name atleast five from diverse segments?


Kengen, HFCK, Centum, Unga, Bamburi.

In that order but only for the long term players...

I co-sign that list


Hasanteni wazee.


Add one of the big local banks KCB/Equity/yCoop


Collabo ya banks bado ndio naplania.I have both kcb and equity.Planning to drop one.But which one? then pick the lower one.which one? hfck,bbk,co-op bank,stanchart,i&m?

My brother are you on drugs.. BBK, I&M are not the best stocks as at now..

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VituVingiSana
#32 Posted : Thursday, September 22, 2016 4:47:54 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Since GoK is bent on borrowing money at high rates [35bn at 13-14% for 5 & 10 yr bonds] cash-rich KenRe will benefit from such crazy borrowing rates.

https://www.centralbank....20DATED%2026-09-2016.pdf
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#33 Posted : Wednesday, September 28, 2016 8:34:19 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
More good news for KenRe... http://www.businessdaily...96854-tt9hxkz/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#34 Posted : Wednesday, September 28, 2016 8:41:42 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
Of course vvs
This counter share price should be in the range of 35-50
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#35 Posted : Wednesday, September 28, 2016 7:06:38 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Ericsson wrote:
Of course vvs
This counter share price should be in the range of 35-50
Applause Applause Applause A core holding for me. That said, I like the current management but if I feel uncomfy then I will bail out. Currently, I love the approach of conservative investments.

Bonds, some [not too many] properties, some shares and bank deposits.
The business benefits from GoK's "monopoly powers" [I would rather KenRe weans itself off the 20% guaranteed retrocession] but it has an expanding PROFITABLE regional presence as well.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#36 Posted : Wednesday, September 28, 2016 7:50:21 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
@VVS
They also want to diversify into real estate in the various plots they still own in Nairobi;
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#37 Posted : Wednesday, September 28, 2016 8:07:34 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Ericsson wrote:
@VVS
They also want to diversify into real estate in the various plots they still own in Nairobi;

KenRe already has properties [many insurance firms own properties for rental income which generally tends to be a "consistent" source of income] including Kenya Re Tower and Kenya Re House. [One is in CBD and the other in Upper Hill].

I am wary about KenRe developing other office buildings when there's a glut of space coming up with numerous new projects almost completed. I believe KenRe [& I will be at the next AGM] should stick to GoK Bonds while the good times last!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#38 Posted : Friday, November 04, 2016 12:09:55 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Slow but sure wins the race...

http://www.businessdaily...40242-11qgika/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Elephant Man
#39 Posted : Monday, November 14, 2016 7:48:23 PM
Rank: Member

Joined: 12/24/2008
Posts: 112
Kenya Re reported in 2015 that they were exposed to claims from the earthquake in Nepal...

Wondering whether they will be similarly affected by the recent earthquakes in Italy and New Zealand or the hurricane that swept through Haiti...
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VituVingiSana
#40 Posted : Monday, November 14, 2016 8:04:12 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Elephant Man wrote:
Kenya Re reported in 2015 that they were exposed to claims from the earthquake in Nepal...

Wondering whether they will be similarly affected by the recent earthquakes in Italy and New Zealand or the hurricane that swept through Haiti...


I do not know.

Kenya Re, according to the Annual Report, had an exposure to Nepal because they reinsured part of that risk. I think Kenya Re sticks to Africa (& some Asian) exposure. That said, reinsurance is a global business, and Kenya Re may have some exposure to Europe, Oceania and the Americas. We should know more in 5 months. A question for the AGM re: what's Kenya Re's exposure to each area/region/continent.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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