Market Commentary

myStocks Blog

• Silver lining in the Safaricom split narrative Elim Capital 
• Equity Bank is strong but with an Achilles heel Elim Capital 
• Safaricom: Value Investing Against Bear Runs George Mangs 
• PesaLink: the silver lining in bank stocks Elim Capital 
• Ditch that Merry-Go-Round Club Now George Mangs 
• Weak shilling, subdued market, great opportunity! Elim Capital 
• Investing Through NSE Bear Runs George Mangs 
• Is there Hope for Kenya Airways? Eyden Capital Limited 
• REITS 101: A Premier on Real Estate Investment Trusts Maydith Limited 
• The Leading Supplier of CO2 in East Africa Eyden Capital Limited 
• Atlas Development Support Services - Why Ethiopia? Maydith Limited 
• A brief on Equity Group Holdings Eyden Capital Limited 
• The Potential of Kengen Eyden Capital Limited 
• Part 9: Being a Good Company Does'nt Mean Being a Good Stock Rufus Mwanyasi 
• Why you should accumulate Safaricom shares Eyden Capital Limited 
• Part 8: Buy the Rumour, Sell the Fact Rufus Mwanyasi 
• Part 7: You Can't Go Broke Taking a Profit Rufus Mwanyasi 
• Part 6: A Paper Loss Is Not a Loss Rufus Mwanyasi 
• Part 5: If Institutional Investors are Buying, Then The Stock Must Be a very Good Rufus Mwanyasi 
• Part 4: Cut Your Losses and Let Your Profits Run. Rufus Mwanyasi 
• Part 3: Buy the Stock That Splits Rufus Mwanyasi 
• Part 2: The Stock Market Rises as the Bond Market Falls Rufus Mwanyasi 
• Part 1: Buy When There Is Blood on the Street Rufus Mwanyasi 
• Centum: Potential Upside with a Price Target of KES 142.67 Rufus Mwanyasi 
• Bamburi Cement: Valuation scenarios using the dividend discount model Rufus Mwanyasi 

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myStocks Blog & Market Commentary

Silver lining in the Safaricom split narrative

A split means that telephone services are offered by one firm while financial services are offered by another. It will empower m-pesa to fight competition, capture larger markets and deliver value

2:00 am Wednesday May 03, 2017 – Elim Capital

Equity Bank is strong but with an Achilles heel

Equity bank is the largest bank in Kenya by customer deposits and the best bank in the world in terms of return on assets. Its success came from strategy to go for the bottom of the pyramid. The greatest threat to equity Bank is poor customer service, but it still is a strong investment destination

1:15 pm Thursday April 13, 2017 – Elim Capital

Safaricom: Value Investing Against Bear Runs

If you bought Safaricom shares 5 years ago, you have made a return of close to 600%. Even in the face of competition and split recommendations due to alleged dominance, the company has continued to outperform and is currently by market capitalization, bigger than the combination of all Kenyan banks plus EABL!

1:33 pm Thursday March 23, 2017 – George Mangs

PesaLink: the silver lining in bank stocks

For the longest time the Kenyan banks have been the port of call for investors; they were profitable, resilient, and stable and the price gains were attractive. This was especially true for the 6 leading banks. However, for the last three years it seems the fellowship of the gold standard has been haunted by new demons. Have the Kenyan banks lost their shine?

1:15 pm Friday March 17, 2017 – Elim Capital

Ditch that Merry-Go-Round Club Now

Beyond your emergency fund, you should not put money that you don't plan on using in the near future into a bank savings accounts or merry-go-round scheme since they can't even keep up with inflation. The "rule of 72" offers a simplified way to calculate how long your investment will take to double, given a known annual rate of return.

4:00 pm Wednesday March 15, 2017 – George Mangs

Weak shilling, subdued market, great opportunity!

Interestingly, there are some foreign investors who are waiting for the market to bottom out so they can take full advantage of the bear. Well, Africans only slaughter when the visitors come, so let them. But make sure you are in when the meat is being distributed.

12:29 pm Friday March 10, 2017 – Elim Capital

Investing Through NSE Bear Runs

Intelligent investors are busy purchasing stocks now, such that when the market recovers, their portfolio averages will be low enough to start gaining earlier than their counterparts who are waiting to start buying when the hype about markets rebound hits the mainstream news channels.

1:18 pm Monday March 06, 2017 – George Mangs

Is there Hope for Kenya Airways?

Kenya Airways' increase in operating costs has led to reduced margins with costs associated with leasing aircrafts and outsourcing services highlighted as the main problem. What is being done to overturn this situation?

10:12 am Friday February 05, 2016 – Eyden Capital Limited (Eyden Capital)

REITS 101: A Premier on Real Estate Investment Trusts

REITs are transforming how people are investing especially in the real estate sector around the world. Ultimately, the successful performance of the REITs to a large extent depends on the ability of the owners/agents to successfully operate the underlying properties

7:57 am Friday February 05, 2016 – Maydith Limited (Maydith Limited)

The Leading Supplier of CO2 in East Africa

Carbacid Investment Limited, a manufacturing and investment company, is a publicly listed company on the Nairobi Securities Exchange, Kenya. The company is the largest supplier of pure natural CO2 in East Africa amid stiff competition. Can it sustain its market share? Is it a good counter to have in your portfolio?

6:22 am Friday January 29, 2016 – Eyden Capital Limited (Eyden Capital)

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