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Why the NSE Index is taking a continuous tumble
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ProverB
#41 Posted : Tuesday, March 08, 2011 11:48:35 AM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
the deal wrote:
Laughing out loudly Laughing out loudly Laughing out loudly over exposure to banks...all the best in your self imposed exile...


Actually on the contrary. smile
..follow DTK,Coop,Equity,KCB and centum since November 2010.. i'm good. real GOOD!
..just idle..nothing to do..slump entrenching even as results get released..nothing much worth doing.. NSE IPO my next big thing smile
... though KQ at lower pricing gets so tempting day after day..
..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
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Pierce
#42 Posted : Tuesday, March 08, 2011 11:50:33 AM
Rank: Veteran

Joined: 3/16/2009
Posts: 1,464
ProverB wrote:


There being no further business,..worth doing or commenting on regarding stocks.. smile
..i log off and have quit the market till May!

Be well people.


I feel you.Bye!Pray
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Sufficiently Philanga....thropic
#43 Posted : Tuesday, March 08, 2011 12:31:34 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
It wont be long before the Financials make the turnaround.Yes there are issues in the middle East n locally, but issues will always be there, and for me, they present good buying opportunities!
The ratios look soo impressive, cant wait for KCB,DTK to touch PEs of 8,a price of 19.45 for KCB a tall order, but still looks attractive even at the current valuations.
I hope to tighten my belt for the next one and a half years, so i can have some few coins every month till we go to the box, for investing. Then after i cast my vote, i can very well proceed down South for my vacation!
This is not the time to regea regea but to work hard and invest more! These opportunities dont come every day!
@SufficientlyP
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Muthawamunene
#44 Posted : Tuesday, March 08, 2011 12:48:17 PM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi
ushaa sema apo.
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Wendz
#45 Posted : Tuesday, March 08, 2011 2:06:39 PM
Rank: Elder

Joined: 6/19/2008
Posts: 4,268
Pierce wrote:
ProverB wrote:


There being no further business,..worth doing or commenting on regarding stocks.. smile
..i log off and have quit the market till May!

Be well people.


I feel you.Bye!Pray


hehehehehehe... Jammo... dont change names after exile... we know when it comes to NSE, you aint going nowhere! but all the same, see you around.
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mlennyma
#46 Posted : Tuesday, March 08, 2011 2:13:31 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The nse is like cancer,its really hard to get out or even fail to login.
"Don't let the fear of losing be greater than the excitement of winning."
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Genghis Khan
#47 Posted : Tuesday, March 08, 2011 2:38:34 PM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
mufasa wrote:
@mwanahisa: good insights. I agree with you that one must do there own personal research in addition to what is in wazua. although I must say that most contributors in wazua do have pretty good insights in some cases.
having said that, i dont understand what you see in EA cables, this is the 2nd yr running that they are experiencing losses. maybe even 3rd am not sure. And KCB.... full of good propects you'd think the stock will soon sky rocket, but i highly doubt it will pass the KSh. 25/= by close of the yr. and even that 25/= could be overatted. They have good profits, biggest percentage in the property mkt, expanding branches etc. on the other hand though KCB is not properly managed hence the poor performance in its stock price


Really? I thought it was just a profit dip? I think they are doing rather well.

They say the dip in profits was caused by losses in the new TZ market.

Turnover grew from 2.8b in 2009 to 3.6b in 2010... thats almost 30%.

The market for their product is robust and wide / regional.

My opinion is that the only short term risk they face is metal prices (aluminium + copper). Their overheads also seem high... other than that i think its a buy.
"I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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  | | Edit by user: Tuesday, March 08, 2011 2:46 PM | Reason: Not specified
mufasa
#48 Posted : Tuesday, March 08, 2011 2:58:20 PM
Rank: Member

Joined: 4/15/2008
Posts: 238
Genghis Khan wrote:
I thought it was just a profit dip? I think they are doing rather well.

They say the dip in profits was caused by losses in the new TZ market.

Turnover grew from 2.8b in 2009 to 3.6b in 2010... thats almost 30%.

The market for their product is robust and wide / regional.

My opinion is that the only short term risk they face is metal prices (aluminium + copper). Their overheads also seem high... other than that i think its a buy.


My Bad Khan, its hard sometime to differentiate between a dip and a loss coz most of the time effect of the two is the same on the share price in the mkt. Nevertheless, they seem to be genuinely trying to turn things round. In the long term I would go for it, but not short term (too many variables preventing the stock from rising )
Do it today! Tomorrow is promise to no-one.
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VituVingiSana
#49 Posted : Wednesday, March 09, 2011 2:01:10 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
Yawn... the only thing that worries me is political stability... If we go to war in 2012... even the BEST Kenyan firm is in big trouble!
- DTBK, Equity, NIC all have foreign operations but they are all regional & will be affected by problems in Kenya. Also Kenya remains the largest profit center
- KenolKobil has diversified out of Kenya. Smart move but Kenya remains the Operations Center + Mombasa Port supplies Uganda. KK has a huge Kenya operation as well
- KQ can fly its planes out in 2012 but the hangars, HQ & operations remain in Kenya. They need a 2nd hub that decreases their reliance on Kenya.
- Tea firms export almost 100% of the produce but how do you harvest, process & transport the tea to the ports/airports?

So I am confident that the share prices will rise to match the profits of most firms... but if 2012 means a civil war... we are screwed. Completely.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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jerry
#50 Posted : Wednesday, March 09, 2011 7:28:48 AM
Rank: Elder

Joined: 9/29/2006
Posts: 2,570
mlennyma wrote:
The nse is like cancer,its really hard to get out or even fail to login.

I would say it's impossible not to login here. Unless the net crashes!
The opposite of courage is not cowardice, it's conformity.
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