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177 Pages«<159160161162163>»
Elliott Wave Analysis Of The NSE 20
lochaz-index
#3201 Posted : Thursday, November 14, 2019 12:21:41 PM
Rank: Veteran


Joined: 9/18/2014
Posts: 1,119
Expect alot of portfolio management as the loan book deteriorates further in this economic funk.
Quote:
The value of loans classified as lost, doubtful and substandard increased by 16.5 percent to Sh314.6 billion in 2018 from Sh270 billion a year earlier, highlighting the daily struggle of Kenyans navigating the tough economic times.

Outright bad debts outpacing all other NPL categories aka little to no write backs
Quote:
The value of loans classified as lost rose fastest by 45 percent from Sh42.3 billion in 2017 to Sh61.2 billion last year. Lost loans are debts which have generally remained unserviced for 360 days or more after due date.

https://www.businessdail...47512-13b4dwo/index.html
The main purpose of the stock market is to make fools of as many people as possible.
mnandii
#3202 Posted : Monday, December 30, 2019 11:24:25 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155


THE NSE 20 SHARE INDEX

A higher bottom is in place at 2566. Now expect higher highs with targets at 3093 and 3400s

MERRY CHRISTMAS AND HAPPY NEW YEAR!
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
mnandii
#3203 Posted : Monday, December 30, 2019 11:26:55 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155
lochaz-index wrote:
Expect alot of portfolio management as the loan book deteriorates further in this economic funk.
Quote:
The value of loans classified as lost, doubtful and substandard increased by 16.5 percent to Sh314.6 billion in 2018 from Sh270 billion a year earlier, highlighting the daily struggle of Kenyans navigating the tough economic times.

Outright bad debts outpacing all other NPL categories aka little to no write backs
Quote:
The value of loans classified as lost rose fastest by 45 percent from Sh42.3 billion in 2017 to Sh61.2 billion last year. Lost loans are debts which have generally remained unserviced for 360 days or more after due date.

https://www.businessdail...7512-13b4dwo/index.html


Yeah.

Our socionomic lens allowed us to forecast this situation years back.
@vvs?
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
VituVingiSana
#3204 Posted : Monday, December 30, 2019 12:13:29 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,109
Location: Nairobi
mnandii wrote:
lochaz-index wrote:
Expect alot of portfolio management as the loan book deteriorates further in this economic funk.
Quote:
The value of loans classified as lost, doubtful and substandard increased by 16.5 percent to Sh314.6 billion in 2018 from Sh270 billion a year earlier, highlighting the daily struggle of Kenyans navigating the tough economic times.

Outright bad debts outpacing all other NPL categories aka little to no write backs
Quote:
The value of loans classified as lost rose fastest by 45 percent from Sh42.3 billion in 2017 to Sh61.2 billion last year. Lost loans are debts which have generally remained unserviced for 360 days or more after due date.

https://www.businessdail...7512-13b4dwo/index.html


Yeah.

Our socionomic lens allowed us to forecast this situation years back.
@vvs?
Applause though the situation for the banks I am in isn't so dire. Record profits expected for 2019 despite the NPLs.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
mnandii
#3205 Posted : Tuesday, December 31, 2019 10:45:35 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155
YOUR FREEDOMS WILL CONTINUE TO DWINDLE IN THIS BEAR MARKET

POLICE STATE?

Quote:
Ms Wahome said they fear the police State that characterised the Moi era is creeping back, and challenged President Kenyatta to protect the freedoms that leaders in the second liberation fought for.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
Ericsson
#3206 Posted : Tuesday, December 31, 2019 4:58:38 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,577
Location: NAIROBI
Angelica _ann
#3207 Posted : Tuesday, December 31, 2019 5:05:20 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,605
Ericsson wrote:
https://mobile.twitter.com/moneysenseke/status/1211997307014713344/photo/1


BBK, cc. @Obiero!!!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Monk
#3208 Posted : Wednesday, January 01, 2020 8:53:39 AM
Rank: Member


Joined: 7/1/2009
Posts: 171
Ericsson wrote:
https://mobile.twitter.com/moneysenseke/status/1211997307014713344/photo/1


A significant part of those performances are in capital gains. For long term investors who never sell, Div yield is probably a more relevant metric.
mlennyma
#3209 Posted : Wednesday, January 01, 2020 9:32:18 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,036
Location: nairobi
Is 2020 a year for stocks? I guess not all but Iam watching safcom, Kcb, BBK, Ncba,equity and Co op so help me God.Happy and Prosperous 2020 wazua family
"Don't let the fear of losing be greater than the excitement of winning."
mnandii
#3210 Posted : Wednesday, January 01, 2020 10:16:05 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155
mlennyma wrote:
Is 2020 a year for stocks? I guess not all but Iam watching safcom, Kcb, BBK, Ncba,equity and Co op so help me God.Happy and Prosperous 2020 wazua family


The Economy and stocks are likely to continue falling.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
mnandii
#3211 Posted : Wednesday, January 01, 2020 10:22:03 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
mnandii
#3212 Posted : Friday, January 03, 2020 10:19:04 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155


Remember our 36/- target on Safaricom. Be ready to SHORT then.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
Ericsson
#3213 Posted : Friday, January 03, 2020 10:47:05 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,577
Location: NAIROBI
mnandii wrote:


Remember our 36/- target on Safaricom. Be ready to SHORT then.


Heavy trading will resume from next week
Ebenyo
#3214 Posted : Friday, January 03, 2020 11:43:07 AM
Rank: Veteran


Joined: 4/4/2016
Posts: 1,830
Location: Kitale
mnandii wrote:


Remember our 36/- target on Safaricom. Be ready to SHORT then.




The support level at 31 is still very weak.
Towards the goal of financial freedom
mlennyma
#3215 Posted : Saturday, January 04, 2020 7:47:30 AM
Rank: Elder


Joined: 7/21/2010
Posts: 6,036
Location: nairobi
Post Kcb
"Don't let the fear of losing be greater than the excitement of winning."
muandiwambeu
#3216 Posted : Sunday, January 05, 2020 9:21:11 AM
Rank: Veteran


Joined: 8/28/2015
Posts: 1,211
mnandii wrote:

@mnandii, everything hit the bedrock otherwise we will be drilling into a insatiable borehole. Courtesy of linturi et Al🤣.
But truly, it feels like am walking alone in a dark cemetery on a bloody rainy day.
Wazua is moaning, systems are on flywire mood, ongeza mzigo on top gear after shafting punguza mzigo, my wallet is shrinking faster than I can inflate, my brood is on an exponential growth mood. I need to get messier now.
,Behold, a sower went forth to sow;....
mnandii
#3217 Posted : Sunday, January 05, 2020 9:58:46 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155
Post 1035

mnandii wrote:
The permeating negative social mood cause government agencies to become sloppy. Such an environment is rife for terrorist attacks.


We have talked about bear markets and increased terrorist attacks before. This post was made back in October, 2015.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
mnandii
#3218 Posted : Sunday, January 05, 2020 10:01:37 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155
mnandii wrote:
Post 1035

mnandii wrote:
The permeating negative social mood cause government agencies to become sloppy. Such an environment is rife for terrorist attacks.


We have talked about bear markets and increased terrorist attacks before. This post was made back in October, 2015.


Quote:
Al Shabaab militants launched a 4 am attack on the Manda-Magogoni naval base in Lamu County on Sunday, Lamu County Commissioner Irungu Macharia confirmed to the Nation.

He said the heavily armed terrorists invaded Camp Simba, which has a US military presence, early Sunday morning.

By the time this story went to press, locals told the Nation that exchange of fire had stopped.

Cases of casualties or injuries are yet to be established.


link
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
mnandii
#3219 Posted : Sunday, January 05, 2020 10:04:16 AM
Rank: Elder


Joined: 10/11/2006
Posts: 2,155
Ebenyo wrote:
mnandii wrote:


Remember our 36/- target on Safaricom. Be ready to SHORT then.




The support level at 31 is still very weak.


B wave rises are always weak.
Conventional thinkers waste time building shelters when they are unnecessary and then have no shelters when they need them the most. Socionomists do the opposite.
lochaz-index
#3220 Posted : Monday, January 06, 2020 11:04:09 AM
Rank: Veteran


Joined: 9/18/2014
Posts: 1,119
mnandii wrote:
mlennyma wrote:
Is 2020 a year for stocks? I guess not all but Iam watching safcom, Kcb, BBK, Ncba,equity and Co op so help me God.Happy and Prosperous 2020 wazua family


The Economy and stocks are likely to continue falling.

I think this is the year that NSE20 prints sub-2000 that we've been waiting for for ages. NPLs currently at around 12% of the loan book should peak at around 18-20% and will need to be flushed out through the P&L either this year or next. However, the biggest risks for banks lie in their bond and real estate portfolios.

Having dodged a fiscal crisis in the capping regime, treasury and cbk will be doing alot financial gymnastics to keep this ship afloat both on the interest rate and exchange rate fronts. The needless demonetization exercise will bite a chunk off annual growth rates. I expect this to be a politically expensive year for the regime and likely a course changing one as political capital is expended to assuage civil unease/unrest as economic hardships bite.
The main purpose of the stock market is to make fools of as many people as possible.
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