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KCB @ 90 bob by end year!?!
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earthvoice
#171 Posted : Saturday, June 11, 2011 2:27:07 AM
Rank: Member

Joined: 1/29/2011
Posts: 257
Seeing that we are on the issue of speculating on future prices...

I believe the share prices below are realistic, but which is more likely by end of 2011, and why/why not?...
Safaricom @4.50 (current @3.95);
Equity @28.00 (current @25.25)
KCB @28.00 (current @25.50)
KK @10.50 (current @9.70)

Think Eh?
"All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
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Cde Monomotapa
#172 Posted : Saturday, June 11, 2011 1:52:09 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
Cde Monomotapa wrote:
Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks.

http://www.abndigital.co...n-in-loan-for-expansion

KCB (UG) - Making The Difference. LOAR!!!
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ngapat
#173 Posted : Saturday, June 11, 2011 7:06:31 PM
Rank: Veteran

Joined: 12/11/2006
Posts: 930
Cde Monomotapa wrote:
Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks.

http://www.abndigital.co...n-in-loan-for-expansion

KCB (UG) - Making The Difference. LOAR!!!


damn, why was equity left out
“Invest in yourself. Your career is the engine of your wealth.”
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youcan'tstopusnow
#174 Posted : Saturday, June 11, 2011 7:24:31 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
ngapat wrote:
Cde Monomotapa wrote:
Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks.

http://www.abndigital.co...n-in-loan-for-expansion

KCB (UG) - Making The Difference. LOAR!!!


damn, why was equity left out


They gave 'Kanjo' all their moneyLaughing out loudly Laughing out loudly Laughing out loudly
Just kidding. Member bado!
GOD BLESS YOUR LIFE
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Aguytrying
#175 Posted : Sunday, June 12, 2011 4:31:36 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
earthvoice wrote:
Seeing that we are on the issue of speculating on future prices...

I believe the share prices below are realistic, but which is more likely by end of 2011, and why/why not?...
Safaricom @4.50 (current @3.95);
Equity @28.00 (current @25.25)
KCB @28.00 (current @25.50)
KK @10.50 (current @9.70)

Think Eh?

kcb and equity at 28.00 is very possible. Due to fantastic y o y growth, and foreign investor support. Equity coz of agents i think it will really increase the no. Of customers, and the bottom line. And lets not forget, these two are 1st and second so far this yr in banks profitability and think the market will reward that. Your other picks are highly possible if not conservative.
The investor's chief problem - and even his worst enemy - is likely to be himself
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Cde Monomotapa
#176 Posted : Sunday, June 12, 2011 9:49:37 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
youcan'tstopusnow wrote:
ngapat wrote:
Cde Monomotapa wrote:
Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks.

http://www.abndigital.co...n-in-loan-for-expansion

KCB (UG) - Making The Difference. LOAR!!!


damn, why was equity left out


They gave 'Kanjo' all their moneyLaughing out loudly Laughing out loudly Laughing out loudly
Just kidding. Member bado!

As Equity is the king in Retail banking..KCB is king in Corporate banking.
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VituVingiSana
#177 Posted : Sunday, June 12, 2011 11:39:07 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
@Cde: KCB does a lot of financing for fuel... that's why the lending has jumped since fuel prices have jumped.

Say 100,000,000 litres imported monthly @ $0.50 = $50mn (2009)
In 2010 the same 100mn litres jumped in price to $0.75 = $75mn

Add financing for Rwanda, Uganda, etc for many of these OMCs & you can see the numbers jumping...

Now going to OTHER corporate biashara... BBK, SCBK, Citibank, etc are the leaders. Not to forget the Tier 2 banks likes NIC, DTB, I&M, etc who are also in this sector...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Cde Monomotapa
#178 Posted : Monday, June 13, 2011 7:21:24 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
That's very true @VVS abt KCB thus in addition to financing due to high import bill, their forex earnings are boosted with volatility like recently. Soon & very soon Kenyan banks will dilute those beberu banks. I detest seeing them mentioned. I rest assured when I see our local banks relentlessly scaling up & Kenyans continuing to have faith in them. Beberu arudi kwao!!
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VituVingiSana
#179 Posted : Monday, June 13, 2011 12:38:49 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,361
Location: Nairobi
@cde: I am not a huge fan of KCB. Not yet anyway. They need to completely clean house of the managers who were involved in Triton, etc
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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youcan'tstopusnow
#180 Posted : Monday, June 13, 2011 7:23:49 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Competition is good as I'm sure if Equity or KCB were the only players in the market they would squeeze every dime out of their customers. Loans would be at 25%. Mtado?

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These two counters moved over 3.6 million shares each today, accounting for 59% of turnover.
GOD BLESS YOUR LIFE
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  | | Edit by user: Monday, June 13, 2011 7:26 PM | Reason: Not specified
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