i concur with you on Equity and Centum. These two are bound to go up after we r done with the KPLC rights thing.
IMHO, these 2 are going down because the 2 companies having bought majority of the GoK rights are looking for some money to make good their obligations.
Watch this space!Equity a buy at 24.50 or below, Centum will be good at 21.50 at below.
I plan to take the plunge into these 2 just before Dec 22nd and i'll be asured of a 10% when the results of the rights subscription are released early Jan 2011!

Hmmm....At 24.50/- for Equity and 21.50/- for Centum you are buying them at prices which you could not have afforded two months ago. If they just went back to their original prices say 27/- for Equity that 10% looks very realistic. Whats more thses are companies an investor would not mind holding if anything 'went wrong' as the fundamentals remain solid. Fellows , I think we need to discuss this more deeply. It seems to me that we have an opportunity here.

Never thought this was possible but today I concur with qw. With Coop's new acquired stake in cic I believe there's only one way to go for this counter. Kenya re will also surprise many as they're expected to name a new CEO soon and it's grossly undervalued.

On a more basic front, I think that KK profits will be dealt a major blow with the govt. coming in to regulate pump prices.

On the other hand, Companies such as Mumias and Centum have recked in good profit margins in the last periods of 2010. Co-op got a 5billion profit but i think they still need to step up to be in the same league as KCB - My money is on KCB.
Otherwise from your list, I Pick Centum at any price below 24 with good returns expected when they announce the 2011 first quarter results.

@The Merchant of Venice

Kestrel estimates that KK should be trading at 16.50 and has given an accumulate advisory. BBK will definitely give a special dividend of over 3 shillings on top of the regular final DPS.

I wont touch Equity and KCB till after SS referendum.

Centum is the share to buy every month like paying house rent. Even if it is only 100 shares. By 2014, you will be a later day Muguku.

My personal favourite however is TPS Serena.

@ sure alligator.

Please send me that Kestrel report. KK at 16.50! Nice.

When is the SS referendum? I have no clue.

Centum compared to rent - hilarious! Nice analogy.

TPS ? Please explain sir.

My strong buy currently is on kplc. Here's my analogy of why you should get in at anything under 26/-

Kplc current value (by cap) is 14.4b with 633m shares. Assuming the rights is fully subscribed they will have added about 10b to their balance sheet meaning capitalization should be at about 24b with about 881m shares. Divide and you'll get 27/-

I know this is super layman but who says it's geniuses who are buying?

@The Merchant

Weka E-mail hapa when am on line. Then remove it once I've seen it.

SS ref is on Jan 9, 2011.

TPS Serena. Tourism has hit an all high since time immemorial. Michael Joseph is now the chair to Tourism Board, Obama will come to Kenya late next year, Impunity has been redcarded in Kenya, Serena got the zero interest cash they needed to acquire and manage more hotels plus refurbish existing ones, I can go on for ever. Look at their liquidity ratio, look at their books. You have everything going for them.

KK is a strong buy...i expect them to formally enter the Zim economy next year..Uncle Bob recently said the Zim economy will grow by double digits in the next 5 years so F the price controls...KK is also a net importer of fuel they recently won a big import tender..the Management recently gave a bullish advisory on the 2010 FY earning, who knows better than them...

Whatever you do don't forget KQ...the full year earnings will suprise...

You are getting alot of bashing on other threads but I must agree with your list as it conforms with mine. Care to explain why there is such little interest in Jubilee on the NSE. Its a beautifully priced stock but nobody seems to care.
Well according to your list, its time to buy Equity and Centum. Plus Jubilee too, it has hit a high of 200/- you know.

Any thoughts on Kakuzi? It made a significant reversal from 95 to 78! WTF!