wazua Tue, Mar 31, 2026
Welcome Guest Search | Active Topics | Log In

2 Pages<12
Earnings Expectations Fever
GenghisCapitalLtd
#11 Posted : Wednesday, November 09, 2011 6:11:04 PM

Rank: Bona-fide

Joined: 11/2/2011
Posts: 191
Location: Nairobi
@the deal excellent anticipation point to note is Bob Collymore and his team did try to put on a brave face.
Follow us on Twitter @genghiscapital
“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” Steve Jobs,iGenius
the deal
#12 Posted : Wednesday, November 09, 2011 8:08:09 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
GenghisCapitalLtd wrote:
@the deal excellent anticipation point to note is Bob Collymore and his team did try to put on a brave face.

lol safcom did cut its marketing costs by 24% what does that mean for scan and media houses...lets aniticiqate smile
youcan'tstopusnow
#13 Posted : Thursday, November 10, 2011 7:37:53 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
GenghisCapitalLtd wrote:
Mainat wrote:
Most likely this is UAP

@Mainat I'm with you on that one Applause , do you think the listing will be done within the year and is the appetite there?


Quoting bdafrica:

The firm is also set to sell its stake in two other companies, which Mr Mworia declined to reveal. He, however, ruled out sale of its 24 per cent stake at UAP as was reported in the media, saying that the company which intends to list on Nairobi Stock Exchange was a long-term hold.

http://www.businessdaily...-/11ds0rtz/-/index.html

GOD BLESS YOUR LIFE
GenghisCapitalLtd
#14 Posted : Monday, November 14, 2011 3:06:15 PM

Rank: Bona-fide

Joined: 11/2/2011
Posts: 191
Location: Nairobi
Now that the Safcom results anticipation is over I think we can focus on the banking sector as we only have CfC, StanChart and NIC to go. The banks have reported varied results with NBK reporting a decline of 9% in PAT though grew its loan book by an astonishing 52%. I am of the opinion that StanChart will have similar results to BBK in that an increase in PAT but a decline in interest income which is worrying. CfC and NIC will have good results at par with its peers. What you think?
Follow us on Twitter @genghiscapital
“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” Steve Jobs,iGenius
GenghisCapitalLtd
#15 Posted : Monday, November 14, 2011 3:11:51 PM

Rank: Bona-fide

Joined: 11/2/2011
Posts: 191
Location: Nairobi
Forgot to mention that CBA have increased their deposit/savings rate to 10%, is this the new turf that banks have to fight over?
Follow us on Twitter @genghiscapital
“Be a yardstick of quality. Some people aren’t used to an environment where excellence is expected.” Steve Jobs,iGenius
muganda
#16 Posted : Monday, November 14, 2011 5:24:35 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Hmmn appreciated @GenghisCapitalLtd. Really think the CBA deposit/savings rate is very encouraging at 10% and it's definitely www.timeformore.com

Quite frustrated with NIC; everything shows it should trade higher but this counter just doesn't have the X-factor.

SCB on the other hand has attractive dividend yield but confusing. When did they loose all that efficiency and smarts? HY saw them 14% down and cost-income 15 points down to 58%. Maybe they became distracted moving to new HQ...


Sufficiently Philanga....thropic
#17 Posted : Monday, November 14, 2011 8:20:30 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
the deal wrote:
Both of them to dissapoint tomorrow with flat/drop in earnings, nothing to anticipate!

Great predictions there!Applause Applause Applause
@SufficientlyP
Sufficiently Philanga....thropic
#18 Posted : Monday, November 14, 2011 8:38:29 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
GenghisCapitalLtd wrote:
Now that the Safcom results anticipation is over I think we can focus on the banking sector as we only have CfC, StanChart and NIC to go. The banks have reported varied results with NBK reporting a decline of 9% in PAT though grew its loan book by an astonishing 52%. I am of the opinion that StanChart will have similar results to BBK in that an increase in PAT but a decline in interest income which is worrying. CfC and NIC will have good results at par with its peers. What you think?

NIC should announce in 2 weeks time. Last year, they announced their Q3 results on 25th Nov, their EPS going up by 68% vs Q3 2009. This time i'd put them in the 30% range owing to a difficult operating environment this year.
And lets not forget the Agriculturals. They've had an impressive run this year with impressive coffee & tea prices and a weak shilling to their advantage.
WTK debuts in the week beginning 28th Nov with H1. An EPS of below 70 will be nothing to write home about. Goodies galore hereLaughing out loudly Sasini follows a week later with full year. Anything less then 5 for EPS and no mention of real estate kick off plans will send the stock to sub 10Laughing out loudly
@SufficientlyP
2 Pages<12
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Copyright © 2026 Wazua.co.ke. All Rights Reserved.