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115 Pages«<96979899100>»
Madness at the NSE
Angelica _ann
#1941 Posted : Tuesday, December 24, 2019 12:20:45 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,604
whiteowl wrote:
sparkly wrote:
littledove wrote:
this year no Christmas discounts, most good shares have held strong, safcom, eqty Kcb eabl


There is always a bus at the stage BAT, Centum, I&M, Jubilee, DTB, Bamburi, NMG, TPS


NMG is not a bus,its a crashing plane.


Bamburi is also struggling. Centrum, don't understand their business philosophy, though land holding is their insurance.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
FUNKY
#1942 Posted : Tuesday, December 24, 2019 7:47:37 AM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,615
Angelica _ann wrote:
whiteowl wrote:
sparkly wrote:
littledove wrote:
this year no Christmas discounts, most good shares have held strong, safcom, eqty Kcb eabl


There is always a bus at the stage BAT, Centum, I&M, Jubilee, DTB, Bamburi, NMG, TPS


NMG is not a bus,its a crashing plane.


Bamburi is also struggling. Centrum, don't understand their business philosophy, though land holding is their insurance.


Current bus is kengen and scan group
Swenani
#1943 Posted : Tuesday, December 24, 2019 10:53:30 AM
Rank: User


Joined: 8/15/2013
Posts: 13,136
Location: Vacuum
Excited to be contributing to this madness
If Obiero did it, Who Am I?
Ericsson
#1944 Posted : Friday, December 27, 2019 8:24:36 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
Three more trading days for NSE before saying goodbye to 2019
Ebenyo
#1945 Posted : Thursday, January 02, 2020 6:42:25 PM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,830
Location: Kitale
https://www.businessdail...5120-14uwrh5/index.html



This drought could end this year.
Towards the goal of financial freedom
Ericsson
#1946 Posted : Friday, January 03, 2020 9:17:56 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
Ericsson wrote:
Three more trading days for NSE before saying goodbye to 2019


https://mobile.twitter.c...2526517542100992/photo/1
Internet
#1947 Posted : Friday, January 03, 2020 2:11:07 PM
Rank: New-farer


Joined: 12/16/2009
Posts: 33
Ericsson wrote:
[quote=Ericsson]Three more trading days for NSE before saying goodbye to 2019


https://mobile.twitter.c...526517542100992/photo/1[/quote]

I&M Holdings should not be in the top losers. There was a bonus of 1:1, so effective price at 31/12/2019 is Kshs 108/-
Ericsson
#1948 Posted : Wednesday, January 08, 2020 11:40:19 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
Internet wrote:
Ericsson wrote:
[quote=Ericsson]Three more trading days for NSE before saying goodbye to 2019


https://mobile.twitter.c...526517542100992/photo/1[/quote]

I&M Holdings should not be in the top losers. There was a bonus of 1:1, so effective price at 31/12/2019 is Kshs 108/-


Trading system has hanged
xtina
#1949 Posted : Wednesday, January 08, 2020 7:46:14 PM
Rank: Member


Joined: 6/26/2008
Posts: 330
Time to stock up banks and Safaricom for mid to long-term.


Banks and Safaricom to widen NSE dominance
Tuesday, January 7, 2020 22:58

Banks and Safaricom will make up almost the entire market capitalisation and earnings at the Nairobi Securities Exchange (NSE) over the next two years, as other sectors of Kenya’s equity market fail to keep up with their growth.

Egyptian investment firm EFG Hermes Holding estimates that earnings by banks will rise further in 2020 to rival Safaricom’s growth while other sectors like utility and energy will continue to shrink and cement disappear from top earners.

In terms of market capitalisation, Safaricom at Sh1.262 trillion and banks at Sh823.4 billion make up 81.85 percent of the Sh2.548 trillion market.

Banks that have gained share price following the removal of the interest rates cap in November last year still have potential for growth in their valuations, according to EFG Hermes.

“Following the recent reversal in rate caps, for our universe of banks, we estimate a higher earnings compounded annual growth rate of 17.1 percent, with Return on equity (ROE) set to improve from 17.9 percent to 21.6 percent between 2019 and 2024,” EFG Hermes said in its 2020 yearbook.


Banks, the firm said, will be driven by 19.2 percent growth in loan books over the next five years and an 8.4 percent increase in net interest margins by 2023.

Equity Bank rallied from Sh36 in October 2019 to Sh54 this month while KCB rose from Sh41.4 to Sh53.5, Cooperative gained from Sh12 to Sh16.6.

Safaricom ended 2019 with an annual capitalisation gain of 42 percent, backed by higher profitability and dividends that saw foreign investors pump money into the stock.

Cement, which was a significant earner in 2015 sunk into negative territory and has been unable to recover.

Athi River Mining became insolvent and is being sold off to private producer Devki Group, while East Africa Portland Cement is struggling with liquidity issues and operating at 20 percent capacity and a mountain of debt.

Bamburi Cement issued a profit warning on the back of lower cement consumption especially as state led infrastructure projects tapper off on completion of the second phase of the Standard Gauge Railway and real estate market slows down.
Ericsson
#1950 Posted : Thursday, January 09, 2020 11:51:03 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
xtina wrote:
Time to stock up banks and Safaricom for mid to long-term.


Banks and Safaricom to widen NSE dominance
Tuesday, January 7, 2020 22:58

Banks and Safaricom will make up almost the entire market capitalisation and earnings at the Nairobi Securities Exchange (NSE) over the next two years, as other sectors of Kenya’s equity market fail to keep up with their growth.

Egyptian investment firm EFG Hermes Holding estimates that earnings by banks will rise further in 2020 to rival Safaricom’s growth while other sectors like utility and energy will continue to shrink and cement disappear from top earners.

In terms of market capitalisation, Safaricom at Sh1.262 trillion and banks at Sh823.4 billion make up 81.85 percent of the Sh2.548 trillion market.

Banks that have gained share price following the removal of the interest rates cap in November last year still have potential for growth in their valuations, according to EFG Hermes.

“Following the recent reversal in rate caps, for our universe of banks, we estimate a higher earnings compounded annual growth rate of 17.1 percent, with Return on equity (ROE) set to improve from 17.9 percent to 21.6 percent between 2019 and 2024,” EFG Hermes said in its 2020 yearbook.


Banks, the firm said, will be driven by 19.2 percent growth in loan books over the next five years and an 8.4 percent increase in net interest margins by 2023.

Equity Bank rallied from Sh36 in October 2019 to Sh54 this month while KCB rose from Sh41.4 to Sh53.5, Cooperative gained from Sh12 to Sh16.6.

Safaricom ended 2019 with an annual capitalisation gain of 42 percent, backed by higher profitability and dividends that saw foreign investors pump money into the stock.

Cement, which was a significant earner in 2015 sunk into negative territory and has been unable to recover.

Athi River Mining became insolvent and is being sold off to private producer Devki Group, while East Africa Portland Cement is struggling with liquidity issues and operating at 20 percent capacity and a mountain of debt.

Bamburi Cement issued a profit warning on the back of lower cement consumption especially as state led infrastructure projects tapper off on completion of the second phase of the Standard Gauge Railway and real estate market slows down.



Kenyan stocks seen rising as much as 15% in first half after the removal of a cap on bank-loan interest rates
Sufficiently Philanga....thropic
#1951 Posted : Thursday, February 06, 2020 9:23:09 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,092
Location: Sundowner,Amboseli
Sufficiently Philanga....thropic wrote:
Sufficiently Philanga....thropic wrote:
Following the Prseident's refusal to sign the Finance bill until the rate cap is done away with, September 2019's 10 year low of 2420 will be the floor.....




This will hold into next yearApplause Applause Applause


Still holding on, on the back of MPC lowering cbr further down to 8.25% and bullish sentiment currently at play in major markets. Safaricom, Equity Bank and Simba will gain some more by close of this week.
Markets
Ericsson
#1952 Posted : Thursday, February 06, 2020 11:42:20 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
Sufficiently Philanga....thropic wrote:
Sufficiently Philanga....thropic wrote:
Sufficiently Philanga....thropic wrote:
Following the Prseident's refusal to sign the Finance bill until the rate cap is done away with, September 2019's 10 year low of 2420 will be the floor.....




This will hold into next yearApplause Applause Applause


Still holding on, on the back of MPC lowering cbr further down to 8.25% and bullish sentiment currently at play in major markets. Safaricom, Equity Bank and Simba will gain some more by close of this week.


They are holding up not because of CBR lowering to 8.25% but due to presence of foreign investors activity.
Cheap money flowing from the west
Ericsson
#1953 Posted : Monday, February 10, 2020 12:11:55 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
VituVingiSana
#1954 Posted : Monday, February 10, 2020 1:44:47 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,101
Location: Nairobi
Ericsson wrote:
https://twitter.com/oloojl/status/1226771431054364673/photo/1

It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#1955 Posted : Wednesday, February 12, 2020 12:24:36 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
VituVingiSana wrote:
Ericsson wrote:
https://twitter.com/oloojl/status/1226771431054364673/photo/1

It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+


My top 3=76%
Ericsson
#1956 Posted : Wednesday, February 12, 2020 12:47:20 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
sparkly
#1957 Posted : Wednesday, February 12, 2020 3:18:15 PM
Rank: Elder


Joined: 9/23/2009
Posts: 7,806
Location: Enk are Nyirobi
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
https://twitter.com/oloojl/status/1226771431054364673/photo/1

It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+


My top 3=76%


My portfolio has 10 stocks. My top 3 are NMG, Kengen and BAT = 47%.
Life is short. Live passionately.
VituVingiSana
#1958 Posted : Wednesday, February 12, 2020 8:19:22 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,101
Location: Nairobi
sparkly wrote:
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
https://twitter.com/oloojl/status/1226771431054364673/photo/1

It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+


My top 3=76%


My portfolio has 10 stocks. My top 3 are NMG, Kengen and BAT = 47%.
BAT is dope. I have a few for the 8% dividend. It's like a high-quality bond.

KenGen - How has that treated you? What & what was the last dividend you received? Current Dividend Yield?

NMG - I used to be a fan but I luckily exited a long, long time ago. It's a tough industry. The dividend yield seems good but can it continue?
Even Warren Buffett has thrown in the towel by selling his newspapers.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#1959 Posted : Thursday, February 13, 2020 11:43:50 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,572
Location: NAIROBI
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
https://twitter.com/oloojl/status/1226771431054364673/photo/1

It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+


My top 3=76%


Intention/plan to increase top two to 70%
Angelica _ann
#1960 Posted : Thursday, February 13, 2020 8:13:26 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,604
Ericsson wrote:
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
https://twitter.com/oloojl/status/1226771431054364673/photo/1

It is better to have more diversity for an exchange BUT I also fall in a similar category with my top 5 = 80%+


My top 3=76%


Intention/plan to increase top two to 70%


Which shares, your top 3?
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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