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  10-DEC-2007 ::  CNBC Africa - StreetTalk Interview
  Aly Khan sees a huge momentum building up in the market ahead of next year and post-election period and he is expecting a new high in January. There is a high foreign investor interest and it is evident in the strong buying of EABL coming from foreign buyers and demand hitting all-time high. Aly Khan speculates on the AccessKenya and how the Kenyan ICT sector is shaping...



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  05-DEC-2007 ::  CNBC Africa - StreetTalk Interview
  There is anticipation of much selling at the bourse in respect to the much awaited Safaricom IPO. Aly Khan believes that investors have been preparing for this all along and therefore sees no sell-out. He sees a blue sky in the Agricultural sector especially Sasini and Rea Vipingo. KQ is also poised for a rebound despite its recent down slides, Aly Khan says many factors are in its favour from its...



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  03-DEC-2007 ::  CNBC Africa - StreetTalk Nairobi Stock Exchange 2007 Wrapup - Part 1
  Aly Khan says our economies are awash in dollars. He says we are at a disruptive point. There are warnings for companies whose revenues are denominated in dollars. Main concerns are Kenya Airways & Agricultural Sector. Aly Khan says there is a great deal of lack of price sensitivity in terms of domestic African routes. Gives example of NBI-Addis $475 Return. Can fly from London to Istambul 3 times for that price. They will be able to pass through the price. KQ share price at a record low. View video for more.



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  03-DEC-2007 ::  CNBC Africa - StreetTalk Nairobi Stock Exchange 2007 Wrapup - Part 2
  Factors contributing to the local equity scene in Kenya are New Listings, Safaricom IPO, Upcoming Election, Changing regulatory environment. The worst performers on the Nairobi Stock Exchange. Aly Khan says Sameer is seeing difficult times this year. Rumours that a Chinese firm was to buy a stake took the price high. More on the video.



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  03-DEC-2007 ::  CNBC Africa - StreetTalk Nairobi Stock Exchange 2007 Wrapup - Part 3
  Aly Khan speaks about Access Kenya. Service point important to watch. They have a very aggressive acquisition strategy. We are an asymmetric market place. Access Kenya is able to choose acquisition targets that add significant growth to their bottom line. Their business of providing broadband to corporate users. Access Kenya blue sky opportunity.



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  26-NOV-2007 ::  CNBC Africa - StreetTalk Interview
  N.S.E Index dips below 5200 points. Activity remained high. Aly Khan suspects the momentum is building for a high rally. Aly Khan's first reason is due to market being driven by domestic investors until last few weeks. They are preparing themselves for the Safaricom IPO. However, large amount of money ($200M) being raised for Sub-Saharan equity funds. This is being witnessed in the big caps. Political issue irrelevant. Safaricom valuation on the wrong side. MPESA has large potential. More mobile phones than bank accounts. MPESA allows 8M subscribers to use phone as a bank account. More on this in the video.



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  12-NOV-2007 ::  CNBC Africa - StreetTalk Interview
  Aly Khan recaps on the previous week. We are less than 50days to the election. Last week NSE Index stronger performance. 100 points. Mainly from International Investors. Interest in frontier markets putting money into the domestically driven NSE. Heavy activity in big caps EABL, Barclays. Local investors nervous of Safaricom IPO and Elections. Mumias reselling power to KPLC.



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  05-NOV-2007 ::  CNBC Africa - StreetTalk Interview
  Aly Khan speaks on the week that was. The market rebounded. Opposition candidate made speech. Market pausing for breath. Market looks in a better position. A little of political risk taken out of equation. Politicians shoot from the hip. Main candidates have been irresponsible. NSE action also to do with Safaricom IPO and more



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  22-OCT-2007 ::  CNBC Africa - StreetTalk Interview
  Aly Khan recaps on the week that was at the NSE. The Index did not move much. A lot of activity below surface. Mumias bonus shares. KCB increased activity. EABL bonus and special dividend. Aly Khan says next week should have further interest in Mumias. NSE has hit low bottom. Lot of interest in the Market. KQ hit historical lows due to high hedge on oil costs and tragic plane crash in first half of the year.



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  15-OCT-2007 ::  CNBC Africa - StreetTalk Interview
  Political Scene in Kenya. Al Khan says Market turned tail after poll results. He thinks market has overeacted immensely. Opposition leader went to NSE today and made a speech. Aly Khan says analysis are backward looking. Certain companies returning 50% EPS growth. DTB 70%, Equity 100% growth. Equity reaching all parts of the country. James Mwangi is on top of his game.



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  08-OCT-2007 ::  CNBC Africa - StreetTalk Interview
  Political Uncertaintiy in the Market. Aly Khan says the Market has dopped 600 points. Investors nervous. Safaricom not reason. Oppossition leader ahead of incumbent. New rules in Budget for Insurance Companies to raise capital requirements. Corporate Insurance Company of Kenya launches private placement to raise Sh450 million. Most insurance company income comes from the Nairobi Stock Exchange.



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  30-SEP-2007 ::  CNBC Africa - Kenya This Week
  CNBC Africa - Kenya This Week profiles the launch of the rich.co.ke website at the nu-metro junction on sept 6th 2007.



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  28-SEP-2007 ::  CNBC Africa - Regional Update Interview
  Past Week Outlook. Index dropped 300pts. Aly Khan says due to political angle. NSE now stabilizing. Cheap Stocks Available. AccessKenya turned around. Banks slow. Power sector weak. Short Term Panic. KPLC very volatile. Growth year on year 6-7%. Govt & Expatriate Arguement over bonus. 10:1 Split. Equity Bank incredible value. Growing at 100%. CEO soft target of propaganda. People have lost sight of fundamentals. Inflation spike next month expected.



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  25-SEP-2007 ::  CNBC Africa - Regional Update Interview
  Newspaper Headlines. MPs moving to court to move to bloc Safaricom IPO. Govt has chance to franchise 4M people. Opposition from regime opponents. Aly Khan says chances of it being blocked is 3%. Treasury given go ahead to CFC-Stanbic merger. Consolidation long overdue. Kenya-Re 6:1 over supply. Political risk impacting market. Barclay & Mumias also fell. Aly Khan thinks political risk is overdone.



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  24-SEP-2007 ::  CNBC Africa - Regional Update Interview
  September Overview.NSE under presure. Market Overdone. Reasons due to lead broker reduced credit. Customers forced to liquidate. Excepts upward trend from next week. Political element put investors on guard. Opposition leader 8% points ahead of incumbent in l to winatest poll. Started panic due to his negative comments earlier in the year. Safaricom IPO is key for govt win election. Opposition trying best to ensure it goes on. NIC rights issue. Aly Khan would like to see regional expansion from NIC.



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  21-SEP-2007 ::  CNBC Africa - Regional Update Interview
  NSE Highlights of the Week. Market in Robust Rally. EAPC well positioned. Aly Khan sees index above 6000 before endo of year. Biggest problem for govt is trickle down effect. Laws not strong enough to support foreign investment. Market cheap in comparison to Johannesburg & Dubai. 30% Per Year Returns. Aly Khan suggests good due diligence when investing in property. 3rd quarter reporting period for banks coming up. Equity growing 100%, DTB 73%, Barclays 14%.



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  20-SEP-2007 ::  CNBC Africa - StreetTalk Interview
  Vision2020 Govt. plan impact on the stock market. Aly-Khan says infrastructure is critical. Better to try & fail than not to try at all. EAPC Results show slight increase. Expects Yen to have negative impact in next 6 months. Bamburi largest in construction. EAPC parastatal with governence issues in the past. NSE Index likely to top previous high. Market capitalisation on new high.



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  17-SEP-2007 ::  CNBC Africa - StreetTalk Interview
  Alarm over Kenya being affected by Global Market turmoil. $1-1.5m per day foreign inflows into the N.S.E. New africa funds being set up have increased $0.5-1Bn.
Safaricom IPO encouraging foreign participation in the N.S.E. Kengen issues largest corporate bond ever listed. Main customer KPLC. More energy they produce the higher the profits. Eddy Njoroge reading Balance Sheet to get greater capacity. Risk profile of new debt at greater risk but demand for services larger.



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  03-SEP-2007 ::  CNBC Africa - StreetTalk Interview
  Olympia Capital intends to raise capacity for Construction boom and expand into Southern Africa. Medium-term returns.
Banking Sector spread between deposit and lending rates 11-12%
Access Kenya turnover increased by 50% with last aquisition
Agricultural sector stocks cheap.
Equity Bank lowers lending rates & increases banking hours due to CBK outcry on microfinance lending



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  31-AUG-2007 ::  CNBC Africa - StreetTalk - Trading Update Weekly Review
  100million dollars refunds from Kenya Reinsurance. First six months results very strong. Mumias sugar announced 2:1 bonus.
Future of Development Bank of Kenya. State owned bank being sold to foreign company.
Investment group Transcentury intrested in DBK.
Kengen Africa's top performing stock. Demand for energy huge. 12.5 PE



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  27-AUG-2007 ::  CNBC Africa - SteetTalk Interview
  Kenya Reinsurance IPO first day of trading KES 18/- HIGH - Aly-Khan fundamentally optimistic on the stock on long term.
N.S.E seat bought for KES 251million by Russian capital firm
Access Kenya have first mover advantage as first ICT company listed on the stock exchange
Banking sector most promising. Large mortgate demand in the country.
In construction sector for Athi River Mining best bet



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  24-AUG-2007 ::  CNBC Africa - Regional Update
  No correlation between N.S.E and other global stock markets. Drop in Index due to cash been sucked up by upcoming Kenya Re IPO. Short-term bleep. Average trading volume is 4million dollars.
Rural electrification project in full swing. Energy demand 96% of production capacity at peak demand. Kengen very attractive on long-term. Chinese solar power plant not threat.
Media bill fracus. Nation media complacent and facing increasing competition. Shareholders nervous.



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  20-JUL-2007 ::  CNBC Africa - Regional Update
  6% cushion of power demand versus supply. Large consumers need discounts to operate in now peak hours. Temporary problem till 2008.
Government officials stay on privatised companies. Investors want total divesture. Comparable to Thatcher regime.
Safaricom IPO expects 3million applications.
Construction sector under loose regulatory environment. Especially under recent tremors.
Banking leading sector due to increased GDP growth. NIC Bank rights share issue of 1Billion, bonus share expected. Equity bank in super growth phase. 1.3 million customers. KCB split 10:1.
Insignificatant co-relation between N.S.E and global markets.
Skills in Kenya need to be exploited. Great opportunity for outsourcing. Majority of population unable to access ICT.



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