The first half of the year has ended. It is time to evaluate how the market has done from 31 DEC 2009 to 30 JUN

2010.
The NSE-20 gained 33.62% moving from 3247.44 points to 4339.28 points.
The NASI gained 32.75% moving from 71.64 to 95.1
The following are the performance of individual stocks for the 6 months of the year up to 30th June 2010 FROM THE HIGHEST GAINER

STOCK % GAIN/LOSS
EAGAADS ------- 160
KAKUZI -------- 145.67
CENTUM -------- 97.78
SASINI -------- 95.14
MUMIAS -------- 87.6
KENOL --------- 83
SAMEER -------- 77
KAPCHORUA ----- 73.25
CO-OP --------- 67.6
EQUITY -------- 67.25
REA ----------- 65.22
CFC ----------- 64.44
SCANGROUP ----- 55.88
JUBILEE ------- 47.83
WILLIAMSON ---- 46.31
EAPC ---------- 43.75
KPLC ---------- 42.86
CARB ---------- 40.78
PANAFRIC ------ 40
CARGEN -------- 38.57
EVEREADY ------ 37.93
STANCHART ----- 37.89
BARC ---------- 36.67
UNGA ---------- 36.11
KENGEN -------- 32.56
CROWN --------- 32.29
KQ ------------ 30.77
BAMB ---------- 28.21
DTB ----------- 27.86
SCOM ---------- 27.47
NIC ----------- 26.4
ARM ----------- 26.13
TPS ----------- 25.56
EABL ---------- 24.82
OLYMPIA ------- 23.08
BAT ----------- 20.79
NMG ----------- 18.64
HFCK ---------- 16.67
CMC ----------- 11.89
EXPRESS ------- 11.18
CITY ---------- 4.76
K-RE ---------- 3.42
STANDARD ------ 1.32
NBK ----------- 1.28
AK ------------ 0
E.A CABLES ---- 0
ORCHARDS ------ 0
LIM TEA ------- -1.64
TOTAL --------- -4.2
KCB ----------- -9.27
BOC ----------- -10
MARSHALL ------ -24.6

The stocks to watch for in the second half of the year (in my opinion) are: Mumias (hopefully may acquire another sugar company), Equity(if they manage to open the 5million new accounts) and KPLC (Provided they finish the restructuring quick)
All the best in your endeavours.

qw, no problem bro

Iam up 70%, mostly from SCOM, SCAN, MSC, KQ & EQTY. Seems KQ is regressing but will wait till I identify other opportunities.

Yeaah the rising NSE floated most boats even the leaking ones,going forward the 2nd half will depend mostly on earnings and future prospects...i see the likes KPLC,KQ,EQTY,STD CHARTD,CEMENT STOCKS,COOP topping the charts but KCB is the dark horse in this race...

Centium (NSE-correlation); another stock starting with C; Equity; NBK (as we get closer to start of dividend payout); SCBK;

I expect the upward movement in tea/agri stocks to stall

What is CIC now on OTC?
1.60 on 22.50 is not bad but not spectacular... Is the dividend of 1.60 for 2 years or just 1 year

How much do they go for on the OTC?

Interesting, as we share exactly the same predictions for the 2nd half. Your 3 picks are the same stocks to which i had shifted all my funds to. Lets see how it goes.

Kaffir, Great Minds Think Alike!

@Sasha. Last year, they had said they will do so when the market conditions. I was expecting an announcement this year. As you said they will have restructure the two business as required by the regulations.

I think there should be an announcement this year since supply of the shares have really thinned.