Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
MaichBlack wrote:obiero wrote:fleet data indicate that three of the airline’s Dreamliners remain parked, with six units active, bringing the total number of delivered units to nine. >>> So only 6 of 9 Boeing 787s are flying! Data shows that 5Y-KZA, the first 787 delivered to the airline and named ‘The Great Rift Valley,’ has been parked in Nairobi. Meanwhile, 5Y-KZC and 5Y-KZH have also been parked as part of ongoing maintenance challenges. >>> Good luck to KQ. 6/9 is not too shabby for Boeing. Remember there's a global issue in parts. However, KQ fleet really needs to expand https://www.kenya-airway...-aircraft/boeing-787-8/[/quote] Surely @Obiero!!! Even by your standard this is a new extreme. 33% of Boeings grounded for up to 6 months and counting and it is "not to shabby"??? You have taken defending the indefensible to a new high (or is it low?  ) New high 😂
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail.
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Elder Joined: 7/22/2009 Posts: 7,553
|
obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. Being a National assest and being profitable are two totally different things. The other day Raila said he doesn't care if KQ makes losses every year provided it is bringing people (tourists, investors etc.) to the country. The government might be okay with a functional KQ. If it breaks even, they would be very happy. Profits and ROI might not be a significant thing in their minds. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
MaichBlack wrote:obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. Being a National assest and being profitable are two totally different things. The other day Raila said he doesn't care if KQ makes losses every year provided it is bringing people (tourists, investors etc.) to the country. The government mught be okay with a functional KQ. If it breaks even, they would be very happy. Profits and ROI might not be a significant thing in their minds. Collateral alignment. Meanwhile, Kenya Airways began the year with a share price of 3.83 KES and has since gained 41% on that price valuation, ranking it 13th on the NSE in terms of YTD performance.
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
MaichBlack wrote:obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. Being a National assest and being profitable are two totally different things. The other day Raila said he doesn't care if KQ makes losses every year provided it is bringing people (tourists, investors etc.) to the country. The government mught be okay with a functional KQ. If it breaks even, they would be very happy. Profits and ROI might not be a significant thing in their minds. Collateral alignment. Remember, KQ is now profitable both above and below the line. Only issue pending is negative equity, which is being addressed aggressively. Meanwhile, Kenya Airways began the year with a share price of 3.83 KES and has since gained 41% on that price valuation, ranking it 13th on the NSE in terms of YTD performance.
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
obiero wrote:littledove wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:HaMaina wrote:DtheK wrote:What do the buyers see?
I see razor thin margins, less than 1% as at half year.
Colossal debt. Negative equity. Strong pilots and staff union.
True, I might get in @ < 1.00, KQ still has some way to go, hopefully a rights issue might wake things up. Clearly, you haven't checked the trading room. Massive volume trades were happening at KES 8.. Sub KES 6 is unlikely in the mid term KQ share price biggest loser this week. Heading towards 4 and below Buying opportunity Opportunity at KES 5.60 came and has now left. Watch and learn  We were about to witness a very good rally early in the morning with more than 3m demand betwen 5-5.50, but i witnessed somehow "sellers" trying to compete who will put a lower price, buyers panicked and withdrew and now those sellers have no option but to sell lower and lower. we could have easily clocked a volume of more than 10m and price way above 6. Those sellers missed a very good opportunity and they might wait for many months for another opportunity or exit at a very low price. Any SALE trade happening below KES 8.52 is based on despair H1 PBT forecast KES 4.6B
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,199 Location: Nairobi
|
littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. 1) When will these flights commence? [The link did not work] 2) With which aircraft? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,199 Location: Nairobi
|
obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. KPLC, KenGen > KQ Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
VituVingiSana wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. 1) When will these flights commence? [The link did not work] 2) With which aircraft? First flight went out yesternight. The DAE leased Boeing aircraft are already with KQ
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
VituVingiSana wrote:obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. KPLC, KenGen > KQ KPLC generally generates revenue in excess of KES 200B annually, so can be a fair comparison. Also, near nil contribution to FX for the state, while KQ generates loads of that. Tulia kidogo mzee, the KQ tide is turning
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,199 Location: Nairobi
|
obiero wrote:VituVingiSana wrote:obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. KPLC, KenGen > KQ KPLC generally generates revenue in excess of KES 200B annually, so can be a fair comparison. Also, near nil contribution to FX for the state, while KQ generates loads of that. Tulia kidogo mzee, the KQ tide is turning KQ has been eating FX for years. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Veteran Joined: 7/1/2014 Posts: 920 Location: sky
|
VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. KPLC, KenGen > KQ KPLC generally generates revenue in excess of KES 200B annually, so can be a fair comparison. Also, near nil contribution to FX for the state, while KQ generates loads of that. Tulia kidogo mzee, the KQ tide is turning KQ has been eating FX for years. No more fx for KQ, it will be paying its loans to kenya government in ksh, i dont know if the information is in public domain. There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. KPLC, KenGen > KQ KPLC generally generates revenue in excess of KES 200B annually, so can be a fair comparison. Also, near nil contribution to FX for the state, while KQ generates loads of that. Tulia kidogo mzee, the KQ tide is turning KQ has been eating FX for years. I understand that you bought KQ at KES 570 and sold at KES 13, but time is a healer, let go and let God
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,736 Location: nairobi
|
littledove wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:littledove wrote:Six more KQ flights added to Nairobi-London route as Kenya, UK ink dealKenya and the United Kingdom have agreed to introduce six additional Kenya Airways flights between Nairobi and London every week in a move which President William Ruto says is aimed at addressing persistent cargo and passenger challenges. The deal was made after President Ruto met UK Prime Minister Sir Keir Starmer, where they signed a renewed Kenya-UK strategic partnership set to unlock major investments, create jobs, and boost Kenya's global competitiveness in trade, climate, technology, and security. This is a clear indication government is very serious on KQ. In GoK we trust. KQ is a national asset and will be the last firm that GoK can let fail. KPLC, KenGen > KQ KPLC generally generates revenue in excess of KES 200B annually, so can be a fair comparison. Also, near nil contribution to FX for the state, while KQ generates loads of that. Tulia kidogo mzee, the KQ tide is turning KQ has been eating FX for years. No more fx for KQ, it will be paying its loans to kenya government in ksh, i dont know if the information is in public domain. Ticket sales my friend. Majority of the inflows on KQ are in USD
COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
|
|
|
Wazua
»
Investor
»
Stocks
»
Kenya Airways...why ignore..
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.
|