wazua Fri, Mar 20, 2026
Welcome Guest Search | Active Topics | Log In

12 Pages«<56789>»
what next for KENRE & KQ?
Options
Previous Topic · Next Topic
VituVingiSana
#61 Posted : Wednesday, July 14, 2010 3:22:17 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
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
Back to top
  |
Much Know
#62 Posted : Wednesday, July 14, 2010 3:37:33 PM
Rank: Elder

Joined: 12/6/2008
Posts: 3,579
@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
Ras Kienyeji Man
Back to top
  |
youcan'tstopusnow
#63 Posted : Wednesday, July 14, 2010 3:55:56 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
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
Back to top
WWW
  |
PKoli
#64 Posted : Wednesday, July 14, 2010 3:57:47 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
@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.
Back to top
  |
VituVingiSana
#65 Posted : Wednesday, July 14, 2010 4:43:21 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
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!
Sad Sad Sad
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
guru267
#66 Posted : Wednesday, July 14, 2010 6:31:57 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
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
Back to top
  |
StatMeister
#67 Posted : Wednesday, July 14, 2010 7:30:20 PM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
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
Back to top
  |
youcan'tstopusnow
#68 Posted : Wednesday, July 14, 2010 7:41:29 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
StatMeister, ati investing is just a beautiful name for speculation? hmm
GOD BLESS YOUR LIFE
Back to top
WWW
  |
StatMeister
#69 Posted : Wednesday, July 14, 2010 9:06:14 PM
Rank: Veteran

Joined: 5/23/2010
Posts: 868
Location: La Islas Galápagos
@y, almost and am a speculator . . . always been
A bad day fishing is better than a good day at work
Back to top
  |
PKoli
#70 Posted : Thursday, July 15, 2010 12:31:45 AM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
@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?
Back to top
  |
12 Pages«<56789>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.