C J Okoth

Actuarial Science (IFoA) | NSE stocks valued with DCF, DDM, RIM & Multiples Markets Analyst @ Cryptopolitan | Data, not hype Nairobi 🇰🇪 | Not financial advice

[C J Okoth @Ja_Pesa_]

I am Collins, Data Analyst | BSc Actuarial Science 📊

I don't give tips. I give data.

How I value NSE stocks:

1. DCF / FCFE - cash to shareholders
2. DDM - dividends discounted @ 13%+ CBK + NPL premium
3. RIM - Book + (ROE - r)
4. Multiples - P/E, P/B vs sector

#NSE

[C J Okoth @Ja_Pesa_]

I post NSE data daily and full stock valuations (DCF, DDM, RIM, multiples) weekly.

If you want to actually understand what you're investing in, not just the headline number, follow along.

Not financial advice. #NSE #NSEKenya

Data, Not Hype!

[C J Okoth @Ja_Pesa_]

1. What is the NSE, really?

A quick explainer for anyone who scrolls past "NASI +0.5%" and has no idea what that means.

[C J Okoth @Ja_Pesa_]

Why this matters if you're an investor:

A rising NASI with LOW turnover ≠ is a healthy rally. It just means a few stocks are moving on thin volume.

Always check turnover alongside the index move. Volume tells you if a move is real or noise.

[C J Okoth @Ja_Pesa_]

@KekeChunLi @TechTarva 13 pro

[Anonymous @anonymousCretur]

iphone 18 pro is already in Indian market😃

[C J Okoth @Ja_Pesa_]

NSE update Sep 9 📊

Yday NSE conditionally approved WSA Banking ETF - Kenya's 1st local ETF

Banks = 1.85T = 43.5% of NSE

YTD Banking Index +46.7% = best index
I&M +93% | DTB +67% | Co-op +59% | Equity +58%

Listing date TBA after final checks.

Data, not hype. #NSEKenya

[C J Okoth @Ja_Pesa_]

NSE Today Sep 9 📊

NASI: 248.98 -0.78% | YTD +33.44% 🔥
NSE20: -0.31% | YTD +39.13%
Market Cap: 4.23T

Turnover: 1.01B (+23% vs yday)
Gainers 19, Losers 32

Top mover: Equity 3.58M shares

Banking Index YTD +43.82% still leads.

Data, not hype. #NSE

[C J Okoth @Ja_Pesa_]

@jumaf3 Actuarial science bila professional papers huwezi ingia corporate

[Gichuki Kahome @kahome_steve]

The best personal finance & investing books that I've read:

1. Psychology of Money by @morganhousel
2. Just Keep Buying by @dollarsanddata
3. The little book of safe money by @jasonzweigwsj
4. Die with Zero by @bp22
5. The Motley Fool by @TomGardnerFool

What can you add?

[Moe @moneyacademyKE]

Kenya Airways (KQ) 2022 net loss more than doubles to a record Sh38 billion.

— Business Daily

[SokoAnalyst @SokoAnalyst]

Central Bank of Kenya (Official) CBK raises base lending rate from 8.75pc to 9.50pc citing rise in food inflation and elevated global risks; the highest rate increase in almost five years: https://t.co/h6n0yjFJOy

[Moe @moneyacademyKE]

Kenya Re's dividend payout doubled to Sh0.2 per share following a 14.6% rise in net profit to Sh3.6 billion.

— Business Daily

[cheruiyotkb @cheruiyotkb]

Emergencies happen. Planning for them makes them less critical. Have funds available so that if push comes to shove, you won't need expensive debt to bail you out. Open a simple money market account & fund it every month until it equals 6 months of living expenses. #financialplan

[cheruiyotkb @cheruiyotkb]

Pay yourself first!

Use your salary account to create regular income. Every month send a fixed amount to your SACCO/MMF account. Use what remains to pay bills and discretionary spending. Spend guilt-free because you already took care of retirement savings when the money came in.

[cheruiyotkb @cheruiyotkb]

#PayDayReminder

Earning Sh 100,000 as net salary monthly is decent but if your lifestyle demands 105% of such, you aren't in a better position than many earning half your income. Making room for investments to get returns that fund your lifestyle would be a greater flex instead.