Compared to last quarter, the portfolio is up 0.13% while the NSE 20 share index is down by 5.25% since November 2013.
The Stable
Barclays ↓
Bralirwa (Rwanda) ↓
Centum (ICDCI) ↑
Diamond Trust ↑
East African Portland Cement ↓
Equity Bank ↓
KCB ↓
Kenya Airways ↓
Kenya Oil ↓
Safaricom ↑
Scangroup ↓
Stanbic (Uganda) ↑
Unga ↑
Changes
In: None
Out: None
Increase: Kenya Airways
Decrease: Diamond Trust
Best performer: Centum (up 22% this quarter), then Diamond Trust (14%), Safaricom 6%
Worst performer: Scangroup (down 15% this quarter), then Kenya Airways (-14%), KCB (-10%)
Looking Forward To
- Bank profits & dividends, though it's going to be a rough year
- Diamond Trust rights issue.
- More M&A deals that involve listed companies like Centum.
- The downward trend echoes back to 5 years ago when every share was down, and Diamond Trust was the best performer by only losing 8%. Since then, it is up 229%.
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