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358 Pages<1234>»
Kenya Airways...why ignore..
ProverB
#21 Posted : Thursday, June 10, 2010 9:46:35 AM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,187
Location: Eastlander
Chaka wrote:
@proverb
Can you start another thread and indicate NSE companies whose operating margins have been going up year on year?

sure will.. have to update my info anyways.smile
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
the deal
#22 Posted : Thursday, June 10, 2010 10:24:51 AM
Rank: Elder


Joined: 9/25/2009
Posts: 4,259
Location: Windhoek/Nairobbery
@proverB do u know that airlines and car companies are cyclicals??? why come u come with operating margins for KQ from 2005-2010 then compare them to the economy...we see.
VituVingiSana
#23 Posted : Thursday, June 10, 2010 11:11:55 AM
Rank: Chief


Joined: 1/3/2007
Posts: 12,916
Location: Nairobi
Price has steadied out at 52/- but the net sellers are foreign sellers...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Kesh!
#24 Posted : Thursday, June 10, 2010 8:41:17 PM
Rank: Member


Joined: 10/16/2008
Posts: 47
@vvs where do you get your info (eg on foreign investors). My broker is too busy to give me such info. Their web site is crap for the time being.
VituVingiSana
#25 Posted : Friday, June 11, 2010 8:21:40 AM
Rank: Chief


Joined: 1/3/2007
Posts: 12,916
Location: Nairobi
Kesh! wrote:
@vvs where do you get your info (eg on foreign investors). My broker is too busy to give me such info. Their web site is crap for the time being.

I subscribe to a premium service...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
ProverB
#26 Posted : Friday, June 11, 2010 12:08:31 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,187
Location: Eastlander
Chaka wrote:
@proverb
Can you start another thread and indicate NSE companies whose operating margins have been going up year on year?

@chaka..
send blank mail to homead.ke@gmail.com
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
ProverB
#27 Posted : Friday, June 11, 2010 12:31:38 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,187
Location: Eastlander
the deal wrote:
@proverB do u know that airlines and car companies are cyclicals??? why come u come with operating margins for KQ from 2005-2010 then compare them to the economy...we see.

@deal. I merely inform..make people think beyond the " think it's a good buy" mentality.. make people think prety hard about investing..so that the quit blaming others for errors of ignorance..

everything in life is cyclical..what goes around comes around..so does favor.
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
the deal
#28 Posted : Friday, June 11, 2010 1:30:40 PM
Rank: Elder


Joined: 9/25/2009
Posts: 4,259
Location: Windhoek/Nairobbery
ProverB wrote:
the deal wrote:
@proverB do u know that airlines and car companies are cyclicals??? why come u come with operating margins for KQ from 2005-2010 then compare them to the economy...we see.

@deal. I merely inform..make people think beyond the " think it's a good buy" mentality.. make people think prety hard about investing..so that the quit blaming others for errors of ignorance..

everything in life is cyclical..what goes around comes around..so does favor.

@proverB stop the preaching...i asked for numbers...
qw25041985
#29 Posted : Friday, June 11, 2010 1:56:00 PM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
Yeah @ proverb . Leave the preachin 2 pastors. Post the operatin margins from year 2005. I dnt have the KQ annual report from that long ago but the % operatin margin is shown on the report. Give us no. Lol.
Your future depends on your dreams so go to sleep !
sheep
#30 Posted : Friday, June 11, 2010 3:31:08 PM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
operatin margin was 15.6% in 2005 and 13.4% in 2006...in those golden days KQ had the best margins in the whole airline industry
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
VituVingiSana
#31 Posted : Friday, June 11, 2010 7:06:09 PM
Rank: Chief


Joined: 1/3/2007
Posts: 12,916
Location: Nairobi
Today... the best margins are from Emirates! Many accuse them of being subsidised by UAE but the airline has also expanded on its own...

Look at the new A380s they are buying... I hope KQ will sell itself (at a premium) to one of the Mid-East carriers...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
qw25041985
#32 Posted : Saturday, August 07, 2010 4:26:54 AM
Rank: User


Joined: 5/9/2010
Posts: 1,418
Location: Nai
@proverb. Ar u still ignorin KQ . Even with the massive expansion in fleets and air routes ? Never shun expansion its what makes co.s to grow. I am expecting very good 1 half numbers .
Your future depends on your dreams so go to sleep !
sparkly
#33 Posted : Saturday, August 07, 2010 10:21:15 AM
Rank: Elder


Joined: 9/23/2009
Posts: 5,151
Location: Enk are Nyirobi
@qw would you buy KQ or EABL at current prices?
Life is short. Live passionately.
kyt
#34 Posted : Saturday, August 07, 2010 10:40:33 AM
Rank: Elder


Joined: 11/7/2007
Posts: 2,178
kq anytime
LOVE WHAT YOU DO, DO WHAT YOU LOVE.
sheep
#35 Posted : Saturday, August 07, 2010 11:46:40 AM
Rank: Veteran


Joined: 7/24/2008
Posts: 781
would you go for the tried and stable or wildly fluctuating in the longterm?
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
ProverB
#36 Posted : Saturday, August 07, 2010 12:30:00 PM
Rank: Veteran


Joined: 3/12/2010
Posts: 1,187
Location: Eastlander
qw25041985 wrote:
@proverb. Ar u still ignorin KQ . Even with the massive expansion in fleets and air routes ? Never shun expansion its what makes co.s to grow. I am expecting very good 1 half numbers .


KQ is likely to report profitable quarter 1..only on account of hedging fuel and not operating costs...increase in turnover vs increasing cost to get every additional shilling of that turnover does not seem so bright a concept to me... smile smile

Anyway KQ is speculative for me..based not on the company but investor behaviour...momentum investing..higher volumes quoted for sell at subsequently higher prices implies price increase to continue..quit the counter when volumes traded at higher prices begin to thin out..(totally on T.A on this counter) Laughing out loudly

Fact is.. KQ always has great plans..but somehow they have a way to mess it up.. Increase in passenger and cargo traffic sounds good..but with every increase in unit for transit the cost KQ is incurring for that unit goes up!! Thus why with increase in turnover...operating margin is decreasing!!

I have no issue with their expansion plans.. it is the cost at which they expand that concerns me..

they seem to work like Yu and Zain...selling below cost. that is NOT prudent. d'oh!
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
youcan'tstopusnow
#37 Posted : Saturday, August 07, 2010 10:25:54 PM
Rank: Chief


Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Shrewd millionaire Paul Wanderi Ndung'u finally makes public show www.nation.co.ke/busines...006/972664/-/11ggy6hz/-/
GOD BLESS YOUR LIFE
mozenrat
#38 Posted : Saturday, August 07, 2010 11:57:53 PM
Rank: Veteran


Joined: 5/18/2008
Posts: 776
this guy is also a major shareholder at resolution health. and one of the people i would really like to meet.
PKoli
#39 Posted : Sunday, August 08, 2010 2:15:24 AM
Rank: Elder


Joined: 2/10/2007
Posts: 1,587
mozenrat wrote:
this guy is also a major shareholder at resolution health. and one of the people i would really like to meet.


He owns shares in many companies including Crown Berger
Gatheuzi
#40 Posted : Sunday, August 08, 2010 6:00:22 PM
Rank: Member


Joined: 8/16/2009
Posts: 858
PKoli wrote:
mozenrat wrote:
this guy is also a major shareholder at resolution health. and one of the people i would really like to meet.


He owns shares in many companies including Crown Berger


I didn't know he is the guy behind mobicom.
"The end of the Republic has never looked better......" Barack Obama, 44th President of the United States
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