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Forum => Kenya Discussion => Topic started by: RV Pundit on October 11, 2022, 10:15:47 AM

Title: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 10:15:47 AM
I hope he sell safaricom, kcb, kengen and others when the prize is right.

Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 12:57:12 PM
Finally, someone with brain is in statehouse

Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 01:14:05 PM
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 02:32:27 PM
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 02:35:12 PM
Title: Re: Ruto set stage for more listing of public companies
Post by: Githunguri on October 11, 2022, 02:56:27 PM
Upuzi
Title: Re: Ruto set stage for more listing of public companies
Post by: hk on October 11, 2022, 05:23:53 PM
This and spending cuts of at least 300b, is the right policy for growth. However there's no chance in hell that NSE can list 6 companies, simply put the market isn't deep or liquid enough to absolve 6 listings in one year.  The best way to deal with crony capitalism( state capture) is to privatization and deregulations. The government should just unload its shareholding in safcom, kengen, KCB, Kplc  to start with. The ports and pipeline are only profitable cause they're monopolies. 
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 05:47:55 PM
Agreed. Timing is not right but in meantime they can do prep work. When foreign investors return - the market will be ready. Getting kenyan - domestic investor excited is something else - but if Ruto does this in addition to "forced" saving through NSSF - NSSF will have the money to invest in this.
This and spending cuts of at least 300b, is the right policy for growth. However there's no chance in hell that NSE can list 6 companies, simply put the market isn't deep or liquid enough to absolve 6 listings in one year.  The best way to deal with crony capitalism( state capture) is to privatization and deregulations. The government should just unload its shareholding in safcom, kengen, KCB, Kplc  to start with. The ports and pipeline are only profitable cause they're monopolies. 
Title: Re: Ruto set stage for more listing of public companies
Post by: hk on October 11, 2022, 06:13:50 PM
Agreed. Timing is not right but in meantime they can do prep work. When foreign investors return - the market will be ready. Getting kenyan - domestic investor excited is something else - but if Ruto does this in addition to "forced" saving through NSSF - NSSF will have the money to invest in this.
This and spending cuts of at least 300b, is the right policy for growth. However there's no chance in hell that NSE can list 6 companies, simply put the market isn't deep or liquid enough to absolve 6 listings in one year.  The best way to deal with crony capitalism( state capture) is to privatization and deregulations. The government should just unload its shareholding in safcom, kengen, KCB, Kplc  to start with. The ports and pipeline are only profitable cause they're monopolies. 
NSSF as constituted will just be a slush funds for the "connected", government should just privatize social security, something similar to chile pension system. David ndii is a director in zimele asset management he's quite conversant in that sector.
Kenya pipeline should be constructing this pipeline for gas https://www.businessdailyafrica.com/bd/markets/commodities/tanzanian-gas-pipeline-to-cut-cost-for-kenyans-3980238 . The government can list kenya pipeline and money raised can be used to build the pipeline. The potential future earnings from the pipeline would be very appealing to many investors.
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 07:17:34 PM
Yes even KAA and most of these parastal - should be sold - at least upto 40 percent - with gov retaining 60 percent. I would go for strategic investor in industry for 35 percent; public for 25 percent; gov retain 40 percent;

I dont enough about pension fund - but this is Ndii moment to shine

NSSF as constituted will just be a slush funds for the "connected", government should just privatize social security, something similar to chile pension system. David ndii is a director in zimele asset management he's quite conversant in that sector.
Kenya pipeline should be constructing this pipeline for gas https://www.businessdailyafrica.com/bd/markets/commodities/tanzanian-gas-pipeline-to-cut-cost-for-kenyans-3980238 . The government can list kenya pipeline and money raised can be used to build the pipeline. The potential future earnings from the pipeline would be very appealing to many investors.
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 11, 2022, 07:21:59 PM
Chile system - how is different from kenya RBA - or it's mandatory NSSF - but you pick your pension fund?
Title: Re: Ruto set stage for more listing of public companies
Post by: sema on October 11, 2022, 09:45:38 PM
The brokerage companies like Dyer and Blair will make the most and the mama mboga will make nothing. One of the guys there Nick Nesbitt tried to start a call center and failed (stopped paying his employee's) these are Kibaki era guys looking to get back into the money game that the enjoyed in 2008.
Title: Re: Ruto set stage for more listing of public companies
Post by: hk on October 12, 2022, 08:25:21 AM
Chile system - how is different from kenya RBA - or it's mandatory NSSF - but you pick your pension fund?
Yes, its mandatory but privately managed. The point is we aught to move from public funded pension to private funded pension especially for the young people. We can borrow from america's 401k model and chile model.  Without changing NSSF, kenyans will be reluctant to join NSSF. More importantly the statutory deductions are some of the reasons why the informal sector hardly ever formalize. 
Title: Re: Ruto set stage for more listing of public companies
Post by: hk on October 12, 2022, 08:32:09 AM
The brokerage companies like Dyer and Blair will make the most and the mama mboga will make nothing. One of the guys there Nick Nesbitt tried to start a call center and failed (stopped paying his employee's) these are Kibaki era guys looking to get back into the money game that the enjoyed in 2008.
Mama mboga can buy stocks in the IPOs, there no mama mboga owned brokerage firms. Its mama mbogas who bought shares in safaricom and kengen IPOs.
Title: Re: Ruto set stage for more listing of public companies
Post by: Kadudu on October 12, 2022, 09:37:27 AM
Can Kenya accomodate 6 to 10 IPOs in a year? I highly doubt it. Would be lucky to get even one IPO in a year. Currently money is flowing back to the US. Stocks worldwide have deeped. The climate is not right even for one IPO. Ruto should have set that as his goal in his first term and not in one year. This he will not accomplish. Ruto like Gachagua should learn to think first before uttering promises.
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 12, 2022, 09:56:53 AM
Chile system - how is different from kenya RBA - or it's mandatory NSSF - but you pick your pension fund?
Yes, its mandatory but privately managed. The point is we aught to move from public funded pension to private funded pension especially for the young people. We can borrow from america's 401k model and chile model.  Without changing NSSF, kenyans will be reluctant to join NSSF. More importantly the statutory deductions are some of the reasons why the informal sector hardly ever formalize. 
I agree...I like the Chile model.....that would signal nssf death...and growth of pension funds...we would need strong RBA.200shs is small figure not formalize...big problem is KRA with taxation.I believe Ruto is ready to listen to good arguments...I would keep small percentage in nssf but give people the latitude to pick their pension fund for 80 percent of their funds.South Africa PIC is huge..
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 12, 2022, 10:00:37 AM
Can Kenya accomodate 6 to 10 IPOs in a year? I highly doubt it. Would be lucky to get even one IPO in a year. Currently money is flowing back to the US. Stocks worldwide have deeped. The climate is not right even for one IPO. Ruto should have set that as his goal in his first term and not in one year. This he will not accomplish. Ruto like Gachagua should learn to think first before uttering promises.
Foreign investors have run but they will be back...gov can set their target valuation...do the IPO...local investor buy...and then later flip at huge profit to foreign investor....this whole point of public IPO...it's for Kenyans to own the pie..once these guys return nse will hit the roof encouraging people to invest more
Title: Re: Ruto set stage for more listing of public companies
Post by: KenyanPlato on October 12, 2022, 10:41:04 AM
Can Kenya accomodate 6 to 10 IPOs in a year? I highly doubt it. Would be lucky to get even one IPO in a year. Currently money is flowing back to the US. Stocks worldwide have deeped. The climate is not right even for one IPO. Ruto should have set that as his goal in his first term and not in one year. This he will not accomplish. Ruto like Gachagua should learn to think first before uttering promises.
Foreign investors have run but they will be back...gov can set their target valuation...do the IPO...local investor buy...and then later flip at huge profit to foreign investor....this whole point of public IPO...it's for Kenyans to own the pie..once these guys return nse will hit the roof encouraging people to invest more
you think stock market ni soko ya Mahindi
Title: Re: Ruto set stage for more listing of public companies
Post by: gout on October 12, 2022, 11:50:14 AM
Privatization will bring more transparency and better services. Why pay those per diems to people who do not care??
Title: Re: Ruto set stage for more listing of public companies
Post by: gout on October 12, 2022, 12:20:35 PM
As much as there are hungry hasoras many more are drinking daily. Awareness and public education is the way to go.
Mama mbogas are saving in their chamaas 500, 1000 a day. They just need education on how shares work- exit strategies. No need to buy land in desolate Ukambani.

Can Kenya accomodate 6 to 10 IPOs in a year? I highly doubt it. Would be lucky to get even one IPO in a year. Currently money is flowing back to the US. Stocks worldwide have deeped. The climate is not right even for one IPO. Ruto should have set that as his goal in his first term and not in one year. This he will not accomplish. Ruto like Gachagua should learn to think first before uttering promises.
Foreign investors have run but they will be back...gov can set their target valuation...do the IPO...local investor buy...and then later flip at huge profit to foreign investor....this whole point of public IPO...it's for Kenyans to own the pie..once these guys return nse will hit the roof encouraging people to invest more
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 12, 2022, 12:36:03 PM
Pension fund - mandatory say 5% of net salary- like Chile - with ability to use it for housing (like Singapore) will encourage savings.
Title: Re: Ruto set stage for more listing of public companies
Post by: hk on October 12, 2022, 01:23:44 PM
As much as there are hungry hasoras many more are drinking daily. Awareness and public education is the way to go.
Mama mbogas are saving in their chamaas 500, 1000 a day. They just need education on how shares work- exit strategies. No need to buy land in desolate Ukambani.

Can Kenya accomodate 6 to 10 IPOs in a year? I highly doubt it. Would be lucky to get even one IPO in a year. Currently money is flowing back to the US. Stocks worldwide have deeped. The climate is not right even for one IPO. Ruto should have set that as his goal in his first term and not in one year. This he will not accomplish. Ruto like Gachagua should learn to think first before uttering promises.
Foreign investors have run but they will be back...gov can set their target valuation...do the IPO...local investor buy...and then later flip at huge profit to foreign investor....this whole point of public IPO...it's for Kenyans to own the pie..once these guys return nse will hit the roof encouraging people to invest more
Agreed. If there were better investment opportunities, there's plenty of money that can be deployed. The problem is there's a dearth of companies that are ready or worth being invested in. The financial sector need to innovate to offer products that kawaida people can invest in. Something like M-Akiba is barely existent and it should be thriving.
Title: Re: Ruto set stage for more listing of public companies
Post by: RV Pundit on October 12, 2022, 01:41:32 PM
They also need to reduce all those fees CMA and NSE judge to allow for day trading - but definitely the gov can make NSE more liquid by listing many more SOES - they get money - and the listed companies are freed from treasury or corruption capture.

So far the vibe coming from Ruto is return to Kibaki regime - which is good - for donkey years I have asked Uhuru to sell more SOES

Agreed. If there were better investment opportunities, there's plenty of money that can be deployed. The problem is there's a dearth of companies that are ready or worth being invested in. The financial sector need to innovate to offer products that kawaida people can invest in. Something like M-Akiba is barely existent and it should be thriving.