Compared to six months ago
Comparing performance since February, this portfolio is down 3% mainly due to shares sales, while the while the NSE 20 share index is up 41% from February 2017.
The Stable
Atlas —
Bralirwa (Rwanda) ↓
Centum ↑
CIC Insurance ↑
Diamond Trust ↑
KCB ↑
Kenya Airways ↓
NIC ↑
NSE ↑
Stanbic (Uganda) ↑
Unga ↑
Summary:
- In: None
- Out: TPS EA (Serena), Fahari I-Reit (Stanlib)
- Increase: None
- Decrease: None
- Best performer: CIC Insurance (up 95% since February) , NSE 84%, Diamond Trust up 77%.
- Worst performer(s): Bralirwa down -3%, KQ -1%
- There’s been a surprising resurgence in shares that’s been very quiet, amid the expected decline and investor exists with the August 8 election.
- Kenya Airways restructuring deal has not yet hit the share price but will dilute shareholders by 95%
- The surprising Safaricom sale with Vodacom buying out Vodafone
- Banks are struggling, despite their rising share prices.
- Disappointment with East Africa: The Vodacom Tanzania IPO stalled until it was opened to foreigners, and it crossed the finish line at with a full subscription after PIC of South Africa made a huge investment to bridge the gap. The Vodacom IPO was not marketed to Kenyans or through local stockbrokers. That said, it has been a struggle holding shares in different East African countries after the welcoming IPO period has passed, with difficulties collecting dividends or selling shares to get money back.
Other portfolio updates from three years and five years ago.
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