tag:blogger.com,1999:blog-37479680.post559925436051410628..comments2023-11-02T16:07:58.430+00:00Comments on Kenya Capital Investment Group: NSE results catch upMainaThttp://www.blogger.com/profile/12266497232119983697noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-37479680.post-4097862788576037132008-07-02T19:21:00.000+01:002008-07-02T19:21:00.000+01:00I have been monitoring centum and they seems to be...I have been monitoring centum and they seems to be doing quite well and a share worth holding for the long term. Whichever way RVR ventures goes it will have an impact on the future earnings.<BR/><BR/>suppose with the market recovery they are likely to do well and also i see they are venturing into U.G.John Mainahttps://www.blogger.com/profile/16540452621698572923noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-64148261110044417362008-07-02T10:52:00.000+01:002008-07-02T10:52:00.000+01:00CT-For Centum, I make its P/E 13 (on a forward eps...CT-For Centum, I make its P/E 13 (on a forward eps of 2.1). Compare that with 18 for City Trust.<BR/>Williamson Tea-Apart from following tea price trends(which seem to be defying contemporary trends), you need to keep an eye on tea production; weather patterns and the FX. Yani, too many uncontrollable variables.MainaThttps://www.blogger.com/profile/12266497232119983697noreply@blogger.comtag:blogger.com,1999:blog-37479680.post-72639409693978873562008-07-02T10:06:00.000+01:002008-07-02T10:06:00.000+01:00OCHL - Definitely not as good as they projected in...OCHL - Definitely not as good as they projected in the prospectus but problems in 4Q wud dampen local sales.<BR/><BR/>Centum - Not overpriced?<BR/><BR/>Williamson - When they do well... they do very well...coldtuskerhttps://www.blogger.com/profile/11310224592572460759noreply@blogger.com