Rona

Figuring stuff about AI technology and Finance

[Rona @12Rona_]

NSE 2027 projection:

I expect the Kenyan equities market to face a massive pullback as election uncertainty builds.

I believe the selling pressure could start as early as Q4 2026.

When fear creates mispricing I want to have cash ready to buy quality companies at discount.

[Rona @12Rona_]

Something about the Kenya Pipeline IPO caught my attention.

State firms, were forced to step in with about KSh95.8B after high net-worth investors snubbed the deal.

The goal was to avoid the sale being declared invalid for failing to attract enough genuine investor demand.

[Rona @12Rona_]

Investing directly in private companies is almost impossible for the average investor.

Most opportunities are only accessible through private networks or require large amounts of capital.

The irony is that some of Kenya’s biggest growth opportunities are in private companie.

[Rona @12Rona_]

One thing I’ve learned in investing: a good company isn’t automatically a good investment.

I’d rather wait for the right price than chase a stock just because it’s going up.

Sometimes the best move is simply doing nothing and waiting for the best opportunity.

[Rona @12Rona_]

Safaricom CEO Peter Ndegwa is becoming too focused on short-term growth to satisfy shareholders, instead of building sustainable long-term value.

CEO incentives should be tied not just to short-term performance, but to Safaricom’s long-term growth and shareholder value.

[Rona @12Rona_]

@koech235 Nobody will remember him if the damages outweigh the Ethiopian project

[Rona @12Rona_]

Safaricom CEO Peter Ndegwa is becoming too focused on short-term growth to satisfy shareholders, instead of building sustainable long-term value.

CEO incentives should be tied not just to short-term performance, but to Safaricom’s long-term growth and shareholder value.

[Rona @12Rona_]

One thing I’ve learned in investing: a good company isn’t automatically a good investment.

I’d rather wait for the right price than chase a stock just because it’s going up.

Sometimes the best move is simply doing nothing and waiting for the best opportunity.

[Rona @12Rona_]

I’m a good investor not because I analyze companies better than everyone else, but because I know when to invest and when to stay out.

That’s why I warned people about the $CGEN dump.

Many investors put money into every stock hoping to catch a winner.

[Rona @12Rona_]

Safaricom $SCOM is a great company, but I think the stock is overvalued at current levels.

The problem isn’t the busines it’s the price. At 15× earnings, the market is already pricing in strong future growth.

I’d rather wait for a pullback. Great company but not great price.

[Rona @12Rona_]

@NSE_Investors It will depend on the outcome

[Rona @12Rona_]

I talked about $NSE earlier, and the H1 2026 results are exactly why I’m keeping an eye on it.

Profit after tax surged 386% to KSh736.9M, while total income more than doubled to KSh1.21B.

[Rona @12Rona_]

@johnam85 60-75

[Rona @12Rona_]

$EQTY looks seriously undervalued to me.

Trades around the same price as $KCB but generates higher profits.

Offers lower dividend and no interim dividend, meaning more earnings are retained for growth.

With the uncertainty around 2027, I’m waiting for a lower entry price.

[Rona @12Rona_]

When buying shares, never overpay. Always look for the best price possible.

Many traders who bought $CGEN at the top learned this the hard way.

I’m not chasing the NSE rally. I’m waiting for a massive pullback to get better entries.

[Rona @12Rona_]

Kenyan government bonds can offer roughly 12–14% annual yields, with predictable income.

But with good stock selection, the NSE can offer much higher returns through capital gains and dividends.

Personally, there’s no way I’m putting my money in bonds.

[Rona @12Rona_]

Kenyan government bonds can offer roughly 12–14% annual yields, with predictable income.

But with good stock selection, the NSE can offer much higher returns through capital gains and dividends.

Personally, there’s no way I’m putting my money in bonds.

[Rona @12Rona_]

My NSE portfolio since January 2026:

$KPLC +58.8%
$NSE +39.7%
$KQ +58.1%
$KenGen +44.1%

Kenyan stocks have quietly delivered some serious gains in 2026.

[Rona @12Rona_]

Why are African companies, especially Kenyan companies, not seriously exploring the AI boom?

It feels like they are living in their own world while companies globally are racing to build businesses around AI.

AI is reshaping finance, energy, healthcare, agriculture & logistics

[Rona @12Rona_]

@BoardLotSultan What will you tell someone who bought at 370 ?

[Rona @12Rona_]

KCB–FoxCapital Sh146B case raises a serious question.

KCB says it never received the money, why is the court ordering the funds to be preserved?

This ruling could have a major impact on $KCB’s share price, investor confidence and the bank’s credibility.