Ok guys hatujisaidie na hi post. lets wait for the annual report and look at what the notes say. we gained from fuel hedges earlier we are being punished now. Life is about hedging. all banks have hedge on forex. lets get moving when we see the report we make better analysis.

Did we all note that all listed companies post their balance sheet,change in equity and cash flow statements except KQ. How can we make sure that we get this. someone with connection at NSE should ask them to ensure that they post these details.



The stock market is not for the faint hearted. The US market has had over 50 market corrections in 70 years

The assets are categorized by the 'owner' (which leads to cooking. Sometimes.) but there are guidelines. KQ's hedges are varied. They may (probably) be held to maturity.
* You are comparing apples to oranges. A GoK Bond has a PAYOFF that is 'guaranteed'. Not so a forward contract. Not so a Put or Call. Thus a GoK Bond can be HTM.
** A forward contract is difficult to value if categorized as HTM for a ultra-volatile (high-beta) commodity like oil. Best treatment is MTM.
*** A purchase of a Call or Put can be HTM but not for accounting purposes or prudence. The value can plummet to zero at any time. Also were they European or American options?

**** Bottomline: We need to pressure KQ to give us ADEQUATE disclosures!

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB

Why does SK show 25.80 as the price when you can't trade at that price on the NSE. The price is either 25.75 or 26.00 but not 25.80.

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB

This is really interesting,from Kshs 20 to Kshs 24 in a record 10 days!!

20% increase sounds good in such record time

...I think it's the crude price...today it's at 81...but it was 44 last Mar when they did the a/c with 7.5bn hedge losses. They've recovered more than 50% of the 7.5bn [a cool 4bn!!]...and with the grace of God...who knows...maybe crude strikes the magic no. 108...at which point even SCOM profits will will be peanuts comparatively...

Playing the stock market without insider info...is like buying a cow in the moonlight.

@cnn - I am looking at the live prices and it seems steady at 24 but supply is low vs demand.

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB

@kirethi - So are the current higher oil prices good or bad for them? I understand that in the long term lower oil prices are better but what at the moment?

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB

With the imprint and hedges rolling off,this one looks enticing..BUY

see it through my lens?

@ v vs
Africa imprint..the various new routes and destinations on the African contitent should boost the bottom line.

see it through my lens?

I wonder if the relatives of politicians appointed as ambassadors fly KQ
ttp://www.nation.co.ke/News/-/1056/677062/-/item/2/-/4t8dnw/-/index.html

Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB