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what next for KENRE & KQ?
Rank: Chief Joined: 1/3/2007 Posts: 18,135 Location: Nairobi
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PKoli wrote:@Much
True, but it is a nightmare to Financial Analysts. How does one project revenue going forward for say 5 years? It is for that reason that I try to keep off such stocks. Too many externalities Most stocks have externalities... Tell me one that doesn't have significant externalities... and it will be 'pricey' vis-a-vis the rest Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/6/2008 Posts: 3,548
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@pkoli, those 'unknowns' is where you look for opportunity, i don't know much about graphs but well managed listed companies offer good measurable opportunities over time A New Kenya
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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VituVingiSana wrote:I agree. Flights were full in June/July for WC. Still seem full. If Referendoom goes 'quiet' then another boom? VVS, the problem in Kenya is that there is a thin line between a boom and a KABOOM! GOD BLESS YOUR LIFE
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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@VVS almost all companies have, but KQ has too many and more significant. Take the case of fuel, if we have a significant global increase,KQ will suffer. If there is a global recession like the recent one the impact on their bottomline is huge. If you look at utilities, local banks, other services companies like safcom, scangroup, the impact is of a lesser magnitude.
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Rank: Chief Joined: 1/3/2007 Posts: 18,135 Location: Nairobi
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youcan'tstopusnow wrote:VituVingiSana wrote:I agree. Flights were full in June/July for WC. Still seem full. If Referendoom goes 'quiet' then another boom? VVS, the problem in Kenya is that there is a thin line between a boom and a KABOOM!  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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underweight wrote:Where are those who were so optimistic just before the end year result was made??? Or was it being propped up! @underweight @VVS and I sold the day after the results were announced at 13bob due to the unpleasant surprise... And I rmbr screaming SELL warnings all over wazua from the moment i read their statements Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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Insurances are in a frenzy to sell policital insurance. Wazuans should be cautious given referendum is < 30 days away. This applies to insurances, as well as Kenya Re which re-insures the other insurances 9and is co-owned by the other insurances - read re-valuations). Please don't read anything I have not written. Am just saying that am not sure why a wazuan wants to carry such a risk. An insurer who faces claims of 1b (2 factories) is in for trouble for a loooong time, including trouble with the regulators (they don't care how you lost your capital, they just want you to increase it to 500m - no dividends, rights issue bla bla bla). Anyone still in love with insurances, consider getting in AFTER referendum. A bad day fishing is better than a good day at work
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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StatMeister, ati investing is just a beautiful name for speculation? hmm GOD BLESS YOUR LIFE
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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@y, almost and am a speculator . . . always been A bad day fishing is better than a good day at work
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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@StatMeister
Unless they quacks, the pricing of premiums should be able to cover claims. Unless you are forecasting the referendum to be like pev. What is the work of actuaries in the re-insurance companies?
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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I've sought the services of my octopus and come August fourth the YES will take the day and I promise there will be no violence.... So get into jubilee now... Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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guru267 wrote:I've sought the services of my octopus and come August fourth the YES will take the day and I promise there will be no violence.... So get into jubilee now... @guru, why not Ken Re which is goign backwards now. I can bet you it will recover all the losses it has made in the recent past. And when all the circus (in the name of a board) is over, if it will be over . . . A bad day fishing is better than a good day at work
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Rank: Elder Joined: 11/19/2008 Posts: 1,267
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guru267 wrote:I've sought the services of my octopus and come August fourth the YES will take the day and I promise there will be no violence.... So get into jubilee now... didnt have to do that...that is idol worship....God is a jealous God... Deuteronomy 5:9 You shall not worship them or serve them; for I, the LORD your God, am a jealous God, visiting the iniquity of the fathers on the children, and on the third and the fourth generations of those who hate Me, (NASB ©1995).... Let the will of the Almighty be done... Isaiah 65:17-Look! I am creating new heavens and a new earth, and no one will even think about the old ones anymore
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Rank: Member Joined: 1/15/2010 Posts: 625
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Fundaah wrote:guru267 wrote:I've sought the services of my octopus and come August fourth the YES will take the day and I promise there will be no violence.... So get into jubilee now... didnt have to do that...that is idol worship....God is a jealous God... Deuteronomy 5:9 You shall not worship them or serve them; for I, the LORD your God, am a jealous God, visiting the iniquity of the fathers on the children, and on the third and the fourth generations of those who hate Me, (NASB ©1995).... Let the will of the Almighty be done... @guru267 Do not mess with the protectors of the Christian God or of the Muslim God or Indian God for that matter. You saw what happened to the "infidels" in Kampala.
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Rank: Chief Joined: 1/3/2007 Posts: 18,135 Location: Nairobi
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Paul the Octopus... After that amazing run is my football 'god'... LOLest... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Fundaah wrote:
didnt have to do that...that is idol worship....God is a jealous God...
@fundah first of all this is a free country.... Secondly can't you take a joke?? Life can't be sooooo serious :-P Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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StatMeister wrote:@guru, why not Ken Re which is goign backwards now. I can bet you it will recover all the losses it has made in the recent past. @stat.... There is a simple reason which is management... With jubilee you are guaranteed super half year results while with kenya re you dont know what to expect.... And their p/e's are not that different... Mark 12:29
Deuteronomy 4:16
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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guru267 wrote:@fundah first of all this is a free country..... Tell that to the guy who heckled kibaki and got his nuts squeezed GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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VituVingiSana wrote:Paul the Octopus... After that amazing run is my football 'god'... LOLest... Then suarez should call his 'save' the 'Tentacles of god' GOD BLESS YOUR LIFE
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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If u want to invest in great insurance firms in Africa try Sanlam,Santam,Trustco,Old Mutual,Metropolitan and Liberty(coming to Kenya soon as CFC Life) theyre all on the JSE...In Kenya insurance firms operate under harsh conditions...ask yourslf:how many buildings burned in Nairobi last year? how many matatus get bumped on the road each year? how many ships do pirates seize each year? how many insurance firms are in the market today?....
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