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Portfolio Balancing: Avoid Over Exposure To Financial Sector
obiero
#121 Posted : Thursday, October 19, 2017 10:00:35 PM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
wukan wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
[quote=obiero]Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html[/quote]

May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile


O ye, of little faith the storm cometh

It doesn't look half decent. I'm on my knees as I type this
COOP 5,500; KCB 2,500; KQ 95,000
lochaz-index
#122 Posted : Monday, October 23, 2017 10:07:00 AM
Rank: Member


Joined: 9/18/2014
Posts: 889
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
[quote=obiero]Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html[/quote]

May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.
The main purpose of the stock market is to make fools of as many people as possible.
obiero
#123 Posted : Monday, October 23, 2017 11:13:51 AM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
[quote=obiero]Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html[/quote]

May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse
COOP 5,500; KCB 2,500; KQ 95,000
obiero
#124 Posted : Sunday, November 19, 2017 8:33:09 PM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits
COOP 5,500; KCB 2,500; KQ 95,000
Angelica _ann
#125 Posted : Monday, November 20, 2017 10:52:57 AM
Rank: Elder


Joined: 12/7/2012
Posts: 9,369
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits


Where is the drama, be positive bwana.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Ericsson
#126 Posted : Monday, November 20, 2017 11:03:11 AM
Rank: Elder


Joined: 12/4/2009
Posts: 5,503
Location: NAIROBI
Angelica _ann wrote:
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits


Where is the drama, be positive bwana.


I don't see any drama.Things are looking up like a tree
obiero
#127 Posted : Monday, November 20, 2017 11:05:27 AM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
Ericsson wrote:
Angelica _ann wrote:
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits


Where is the drama, be positive bwana.


I don't see any drama.Things are looking up like a tree

Very thin trading.. We pray for a quick resolution to the political mess
COOP 5,500; KCB 2,500; KQ 95,000
Angelica _ann
#128 Posted : Monday, November 20, 2017 11:10:03 AM
Rank: Elder


Joined: 12/7/2012
Posts: 9,369
obiero wrote:
Ericsson wrote:
Angelica _ann wrote:
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits


Where is the drama, be positive bwana.


I don't see any drama.Things are looking up like a tree

Very thin trading.. We pray for a quick resolution to the political mess


Already resolved by the supreme court, ama?
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
obiero
#129 Posted : Monday, November 20, 2017 12:22:37 PM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
Angelica _ann wrote:
obiero wrote:
Ericsson wrote:
Angelica _ann wrote:
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits


Where is the drama, be positive bwana.


I don't see any drama.Things are looking up like a tree

Very thin trading.. We pray for a quick resolution to the political mess


Already resolved by the supreme court, ama?

Raila should accept that this thing has been taken and it's not coming back.. Too many lives needlessly lost
COOP 5,500; KCB 2,500; KQ 95,000
VituVingiSana
#130 Posted : Monday, November 20, 2017 12:31:04 PM
Rank: Chief


Joined: 1/3/2007
Posts: 14,715
Location: Nairobi
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits

What drama?
The board is largely green.
At 12.30pm, foreigners are net buyers in ICDC, SCOM, KENO, NIC, DTBK, etc... And there's still time to go.
EABL with the largest turnover is neutral as of 12.30pm. As is SCBK. All have trades over 10mn.
All the above are trading in the green.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#131 Posted : Monday, November 20, 2017 12:39:21 PM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
VituVingiSana wrote:
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits

What drama?
The board is largely green.
At 12.30pm, foreigners are net buyers in ICDC, SCOM, KENO, NIC, DTBK, etc... And there's still time to go.
EABL with the largest turnover is neutral as of 12.30pm. As is SCBK. All have trades over 10mn.
All the above are trading in the green.

This thread is on bank counters.. Note that there was no mention of reds at the NSE.. Foreigner activity largely points to exits.. Someone with accurate information to assist us
COOP 5,500; KCB 2,500; KQ 95,000
VituVingiSana
#132 Posted : Monday, November 20, 2017 1:49:49 PM
Rank: Chief


Joined: 1/3/2007
Posts: 14,715
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits

What drama?
The board is largely green.
At 12.30pm, foreigners are net buyers in ICDC, SCOM, KENO, NIC, DTBK, etc... And there's still time to go.
EABL with the largest turnover is neutral as of 12.30pm. As is SCBK. All have trades over 10mn.
All the above are trading in the green.

This thread is on bank counters.. Note that there was no mention of reds at the NSE.. Foreigner activity largely points to exits.. Someone with accurate information to assist us


Nope. @Obiero invest in a myStocks subscription

1.45pm

Equity +71% foreigners (120mn turnover)
DTBK +22% foreigners (5.8mn turnover)
BBK -40% foreigners (6.7mn turnover which is negligible vs Equity)
KCB -6% foreigners (39mn turnover)
CO-OP, CFC, SCBK are essentially neutral
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#133 Posted : Monday, November 20, 2017 3:59:38 PM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
obiero wrote:
lochaz-index wrote:
Angelica _ann wrote:
Ericsson wrote:
mamilli wrote:
obiero wrote:

Deep slide down is anticipated next week. Massive losses are on the way. NSE 20 likely to test 3,200-3,300. Foreigner effects at the NSE http://www.businessdaily...45702-4rgrcw/index.html


May your projections be realised.I am a net buyer at this point in time and armed to the teeth should the NSE20 get to those levels.


Prices to fall to levels we saw in February this year


The anticipated downside won't happen, market is irrational to your expectationssmile

Irrationality cuts both ways either through a maniac bull or a severe bear both of which occur without accompanying fundamental changes to warrant the action apparent in the market. At the moment, fundies favour a bear, suggesting that the 6 months mini-rally we just had was the irrational trend. Eventually the market has to price in the reality.

We cannot expect the market to rally even with a peaceful resolution of the impasse

Tomorrow, more drama at the NSE.. Expect foreigner exits

What drama?
The board is largely green.
At 12.30pm, foreigners are net buyers in ICDC, SCOM, KENO, NIC, DTBK, etc... And there's still time to go.
EABL with the largest turnover is neutral as of 12.30pm. As is SCBK. All have trades over 10mn.
All the above are trading in the green.

This thread is on bank counters.. Note that there was no mention of reds at the NSE.. Foreigner activity largely points to exits.. Someone with accurate information to assist us


Nope. @Obiero invest in a myStocks subscription

1.45pm

Equity +71% foreigners (120mn turnover)
DTBK +22% foreigners (5.8mn turnover)
BBK -40% foreigners (6.7mn turnover which is negligible vs Equity)
KCB -6% foreigners (39mn turnover)
CO-OP, CFC, SCBK are essentially neutral

Point taken.. Though your figures appear cooked. Foreigners cannot be buying Kenyan bank stocks at this moment
COOP 5,500; KCB 2,500; KQ 95,000
littledove
#134 Posted : Friday, December 15, 2017 12:52:26 PM
Rank: Member


Joined: 7/1/2014
Posts: 618
Location: sky
http://www.businessdailyafrica.com/corporate/companies/Bank-owners-Sh20bn-dividend-cut-new-rules/4003102-4229436-s0cfqm/index.html

Interviews with multiple bank executives indicate that the new accounting rules are expected to diminish dividend payouts and slow down loan book expansion as the lenders react to capital erosion from the provisions and impairments.

KCB is expected to take the biggest hit as IFRS9 will supplant the current dual accounting process that has allowed Kenya’s biggest bank to accumulate the largest statutory loan loss reserve of Sh15.3 billion — most of which will go into provisions beginning next month.
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
Angelica _ann
#135 Posted : Friday, December 15, 2017 1:11:13 PM
Rank: Elder


Joined: 12/7/2012
Posts: 9,369
littledove wrote:
http://www.businessdailyafrica.com/corporate/companies/Bank-owners-Sh20bn-dividend-cut-new-rules/4003102-4229436-s0cfqm/index.html

Interviews with multiple bank executives indicate that the new accounting rules are expected to diminish dividend payouts and slow down loan book expansion as the lenders react to capital erosion from the provisions and impairments.

KCB is expected to take the biggest hit as IFRS9 will supplant the current dual accounting process that has allowed Kenya’s biggest bank to accumulate the largest statutory loan loss reserve of Sh15.3 billion — most of which will go into provisions beginning next month.


Looks like Q1, 2018 results for banks will be a shocker Sad Sad Sad d'oh!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
obiero
#136 Posted : Friday, December 15, 2017 2:55:56 PM
Rank: Elder


Joined: 6/23/2009
Posts: 10,407
Location: nairobi
Stay away from financials until end of Q1 2018. Thank me later
COOP 5,500; KCB 2,500; KQ 95,000
Horton
#137 Posted : Friday, December 15, 2017 8:28:32 PM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,219
Location: Nairobi
Small fry banks may have issues with IFRS 9 compliance. With reference to KCB Annual report 2016, they reckon the impact on LLPs will be 200-250 BP which doesn’t sound as alarmist as bizdaily.

Seems like there is a lot of contrary information out there though.
I own shares in EQUITY,KCB,CYTONN, BRK.B and a few other unlisted companies
sparkly
#138 Posted : Saturday, December 16, 2017 7:37:47 PM
Rank: Elder


Joined: 9/23/2009
Posts: 6,332
Location: Enk are Nyirobi
obiero wrote:
Stay away from financials until end of Q1 2018. Thank me later


Buy rumours sell news.
Life is short. Live passionately.
VituVingiSana
#139 Posted : Saturday, December 16, 2017 9:44:27 PM
Rank: Chief


Joined: 1/3/2007
Posts: 14,715
Location: Nairobi
Horton wrote:
Small fry banks may have issues with IFRS 9 compliance. With reference to KCB Annual report 2016, they reckon the impact on LLPs will be 200-250 BP which doesn’t sound as alarmist as bizdaily.

Seems like there is a lot of contrary information out there though.

A lot of cooking is going on at KCB. 200-250 bps of the total loan book as additional NPLs? That's a lot of billions! I use the SLR as my guide & KCB's is the highest (even as a % of capital) among listed banks.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#140 Posted : Sunday, December 17, 2017 6:22:46 AM
Rank: Elder


Joined: 12/4/2009
Posts: 5,503
Location: NAIROBI
VituVingiSana wrote:
Horton wrote:
Small fry banks may have issues with IFRS 9 compliance. With reference to KCB Annual report 2016, they reckon the impact on LLPs will be 200-250 BP which doesn’t sound as alarmist as bizdaily.

Seems like there is a lot of contrary information out there though.

A lot of cooking is going on at KCB. 200-250 bps of the total loan book as additional NPLs? That's a lot of billions! I use the SLR as my guide & KCB's is the highest (even as a % of capital) among listed banks.

Kelele ya chura haimzui ng'ombe kunywa maji
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