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Is ARM Cement a buy in spite of the premium valuation?

The argument, "the stock price is too high relative to earnings, therefore it's a bad investment" can be faulty. ARM Cement, dons a price-to earnings (P/E) ratio of 32.7, almost 10 times higher than its sectors P/E. Here is why I remain bullish on ARM�s prospects going forward.

10:11 am Tuesday March 03, 2015 – Rufus Mwanyasi

The Income Challenge: EABL or BAT?

In this article we value both EABL and BAT kenya on an income generating basis.

10:41 am Friday February 13, 2015 – Rufus Mwanyasi

Pan Africa Insurance: Undervalued With A Price Target of KES 293

Acquisition is expected to bolster Pan Africa Insurance returns

6:35 pm Wednesday February 04, 2015 – Rufus Mwanyasi

Low Beta Stocks Help Me Sleep At Night

We're all familiar with the term "sleeping well at night." It's a broad phrase that can have many different meanings for different people.

10:19 am Thursday January 29, 2015 – Rufus Mwanyasi

Jubilee: A Compelling Buy, But Wait For A Pullback.

Jubilee has shown a consistent growth in both the top and bottom line over the years, showing superior performance on majority of financial analysis metrics

10:49 am Thursday December 18, 2014 – Rufus Mwanyasi

Nairobi Securities Exchange (NSE) IPO

The NSE expects to raise a total of KES 627 mn by issuing 66.0m new shares at a price of KES 9.50 per share. Of the total of 66.0m shares on offer, 2.5m will be reserved for employees of the NSE and the remaining 63.5m shares will be available to the public.

10:20 am Friday August 01, 2014 – Cannon Asset Managers (Cannon Asset Managers)

TPS Eastern faces tough headwinds

TPS Eastern Africa Limited posted its group results for the year ending 31st December 2013 which showed a remarkable improvement in profitability. Profits after tax rose by 35.4% to KES 668.5 million from KES 493.5 million due to an ongoing implementation of its diversification policy and strategy that has seen it extend its marketing and sales efforts to non-traditional markets.

1:54 pm Saturday May 24, 2014 – Rufus Mwanyasi

Transcentury's regional push promises huge returns

Transcentury posted its annual results for the year ending 2013 revealing a tumultuous year that saw its revenues drop 12.6% to KES 11.8 billion from KES 13.5 billion. The investment group notably disposed of its entire 34% shareholding in Kenya-Uganda Railways netting KES 3.88 billion in sale proceeds possibly to be invested in new high growth areas

10:39 am Saturday May 17, 2014 – Rufus Mwanyasi

Umeme limited private transfer of shares

Umeme took over the distribution system for the distribution and supply of electricity in Uganda from Uganda Electricity Distribution Company Limited (UEDCL) under the Concession for a period of 20 years, commencing 1 March 2005. Under the Concession, Umeme is also required to repair, upgrade, and expand the Distribution System within Uganda

9:42 am Thursday May 08, 2014 – Cannon Asset Managers (Cannon Asset Managers)

Equity Bank Records Impressive Profit Growth

Equity Bank reported its first quarter results for 2014 which showed a 20.8% rise in profits before tax to KES 5.4 billion from KES 4.47 billion recorded in a similar period in 2013 owing to improved lending as a result of drop in lending rates

1:01 pm Monday April 28, 2014 – Rufus Mwanyasi

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