TDQ4B4MY3U Confirmed.

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TDQ4B4MY3U Confirmed.

TDQ4B4MY3U Confirmed.

@wrightXcapital

Finance | Financial Markets| Investment | Fitness |

Nairobi, Kenya Katılım Haziran 2017
977 Takip Edilen1.5K Takipçiler
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TDQ4B4MY3U Confirmed.
TDQ4B4MY3U Confirmed.@wrightXcapital·
As promised I'll give a thread of what I know on mmfs from my experience. We'll start it out with factors to consider then I'll drop another thread soon. THREAD
Palmwine Papi@spicedliver

@_ademba_ Do it. Nitaretweet watu waone.

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myTradeSignals
myTradeSignals@mytradesignals·
@WaruhiuFranklin Wapi weights... Show workings for risk contribution + final portfolio metrics, want to see something... 🤣
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FRANKLIN
FRANKLIN@WaruhiuFranklin·
My allocation weights are not random. Here are key factors that guidedy allocation weights: 1. Risk: COOP can withstand market volatility. COOP has a downside risk protection since FY2025 of 2.50 will anchor/support higher price above BVPS at 28.10 before book closure. 2. Return: Overweight in COOP (quality banking stock) since I expect COOP to surge to 35 - 40 range supported by FY2025 earnings growth of 16.9% + higher FY2025 dividend payout of 49.6%. I expect total FY2025 DPS of KES 2.50 to anchor/support its price above BVPS at 28.10. I expect SCOM to rally to 36 - 38 range after the release of FY2026 results in May 2026. COOP has a better price action than SCOM. 3. Investment goal (growth or dividends). COOP for both growth + dividends, SCOM for capital gains, KNRE capital gains, CARB for dividends. 4. Time horizon: Medium term 3 - 4 years. COOP offers me better returns in short term - with strong earnings growth of 16.9% and higher dividend yield of 8.3%, COOP can trade at a premium valuation like peers ABSA and SCBK. 35 bob soon ✅ 5. Material information: There is material information on Kenya Re (published by business daily). There is a proposal by GOK to increase premiums ceded to Kenya Re by insurance companies by an additional 5% from the current 20% - boosting Kenya Re's revenue and earnings without breaking a sweet. @NSE_Investors @mytradesignals @wiseshilling @EACinvestor @watesh @andrewnjiraini @alykhansatchu @kahome_steve @WillisOwiti @coldtusker @S_Mukoma @JuliusOnStocks @LevelQue @GEORGEMORGAN_01 @JohnHiuhu @StocksMarket_ke @ChiboliS @davidwagikuyu @mwesigwa18 @mcubedto @bosikomoja @ResidentSiaya @VickWealthHQ @madkiqofficial @Vickyjr @kippyt__ @cleuveschahasi @FarmingCareer @Macr0_Nerd @PesaWall @tradingroomke @HerbertKinyua1 @StellarSwakei @mtucreativity @Jayriq @AmbokoJH
myTradeSignals@mytradesignals

What informs your allocation or it's just coz you "feel" 🤣

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Shortstuff
Shortstuff@weak_spell·
How did y’all pass the number verification stage ya Claude? Mine keeps getting rejected
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TDQ4B4MY3U Confirmed.
TDQ4B4MY3U Confirmed.@wrightXcapital·
Chelsea wamesema bado wao ni yudhe😂 Hakuna kitu mnaeza waambia
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TDQ4B4MY3U Confirmed.
TDQ4B4MY3U Confirmed.@wrightXcapital·
I talked some smack about Mworia on LinkedIn and every day now I find profile views from Trific employees😂
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Yoda
Yoda@ndungup_·
@inglorious_bat They fired a lot of employees and the remaining ones got a massive pay bump to around 116k.
Yoda tweet media
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TDQ4B4MY3U Confirmed.
TDQ4B4MY3U Confirmed.@wrightXcapital·
This term for a firearm hunimaliza tiambo😂😂😂😂
Zollz@zollz

@2njerii Usisahau kuwaambia lazima ukue na safe mtaa mahali ya kueka mguu ya kuku safely.

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Chris
Chris@chrisouma87·
@pixelart1000 @AdamMaina_ Utawala area Iko hivyo wewe umetengeneza bungalow yako then neighbor anatengeneza flat no privacy
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Sir Adam ™
Sir Adam ™@AdamMaina_·
Privacy with boundaries 😂
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