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2017 Predictions
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alotoftalk
#1 Posted : Wednesday, January 04, 2017 3:44:08 AM
Rank: Member


Joined: 8/27/2015
Posts: 138
Location: Harare
I would like to crowd source views and opinions on

(i) how you see the elections coming up in August affecting the NSE and market in general (are we heading towards a one-term president scenario, an impossibility similar to a Brexit or DJT situation?) and

(ii) which companies will struggle (my view is TCL, KQ, MSC), reinvent themselves (banks?), consolidate (insurance?) and flourish (KK) in 2017.

Investment philosophy development in progress...
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obiero
#2 Posted : Wednesday, January 04, 2017 7:25:08 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,782
Location: nairobi
alotoftalk wrote:
I would like to crowd source views and opinions on

(i) how you see the elections coming up in August affecting the NSE and market in general (are we heading towards a one-term president scenario, an impossibility similar to a Brexit or DJT situation?) and

(ii) which companies will struggle (my view is TCL, KQ, MSC), reinvent themselves (banks?), consolidate (insurance?) and flourish (KK) in 2017.


Flawed introduction.. The bias is evident even before comments are availed by others.. Support the struggle theory for KQ as well as thrive expectation on banks

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
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KulaRaha
#3 Posted : Wednesday, January 04, 2017 8:02:50 AM
Rank: Elder


Joined: 7/26/2007
Posts: 6,514
There was another predictions thread, Admin should merge the two.
Business opportunities are like buses,there's always another one coming
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