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Banks Wont make you Money in 2011
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the deal
#81 Posted : Thursday, October 13, 2011 4:58:53 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
mlennyma wrote:
When i observed the bids and asks on kcb it was a sharp contrast with equity..yaani i tell you kcb might see 13 sooner than you expect,whats this kcb exodus about?.,i think kcb and bbk are being punished for inclining their profit more on forex.

Window dressing...when they get tired it will follow KayCeeBee into the cave!
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the deal
#82 Posted : Sunday, December 11, 2011 4:49:08 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
New Blog post: Defaults: Are fears exaggerated?

Reports of Kenyan banks suffering from runaway defaults have been in heavy rotation in both the print and electronic media after the Central Bank of Kenya (CBK) hiked the Central Bank rate (CBR) early this month in it's bid to fight runaway inflation and support the Shilling. Default or credit risk is the failure of a loan holder to pay the principle or interest on his loan due to unforeseen circumstances or in cases of bankruptcy for corporate clients, in that case the bank will have to write off the loan after 90 days and will have to make provisions for the written off loans which negatively impact the banks earnings and assets. Banking stocks at the Nairobi Securities Exchange (NSE) have taken a cue, tumbling to 52 week lows.

Read more on this link http://www.contrarianinv...e-fears-exaggerated.html
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Cde Monomotapa
#83 Posted : Sunday, December 11, 2011 5:47:57 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
All those who found no sense in KCB Group going EAC, raising 12.5B during the Rights & contracting the recent $100M senior loan from IFC will swallow their words soon. Rooar!! Laughing out loudly Laughing out loudly
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the deal
#84 Posted : Sunday, December 11, 2011 7:31:50 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Member can source deposits from millions of its customers at 0% and lend at 30% in the interbank market..LOL.
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Aguytrying
#85 Posted : Monday, December 12, 2011 8:45:46 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Cde Monomotapa wrote:
All those who found no sense in KCB Group going EAC, raising 12.5B during the Rights & contracting the recent $100M senior loan from IFC will swallow their words soon. Rooar!! Laughing out loudly Laughing out loudly

LOAR!!
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#86 Posted : Wednesday, December 14, 2011 7:51:10 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
They're now united after endless fights... Boiler rooms are made of this. Q1 2012 bank results will be trimming. Q2 2012 going forward, they'll be smoldering. No more double digit % profits returns. I'll be looking for those that sink into losses by end of 2012. Those will make the next bull cycle...
@deal - look at the bank stocks behaviour pre-volcker & post-volcker 80s interest hike shocks. Also look at the Thai or asian banks post currency run crisis... Follow the money... NBK - this I like - crashed by a train & DTK - I hope @guru now understands. Then SCB.

http://www.businessdaily...24/-/o3ad9o/-/index.html
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Wednesday, December 14, 2011 7:56 AM | Reason: Not specified
the deal
#87 Posted : Wednesday, December 14, 2011 2:19:47 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
[quote=hisah]They're now united after endless fights... Boiler rooms are made of this. Q1 2012 bank results will be trimming. Q2 2012 going forward, they'll be smoldering. No more double digit % profits returns. I'll be looking for those that sink into losses by end of 2012. Those will make the next bull cycle...
@deal - look at the bank stocks behaviour pre-volcker & post-volcker 80s interest hike shocks. Also look at the Thai or asian banks post currency run crisis... Follow the money... NBK - this I like - crashed by a train & DTK - I hope @guru now understands. Then SCB.

http://www.businessdaily...4/-/o3ad9o/-/index.html[/quote]
smile A full blown financial crisis will occur if people still default even if banksters cap their interest rates at 20% or extend their loans, balance sheets are aulready weak..so far Coop, SCB..CFC have thrown in the towel..they will do rights issue..it will take only one domino and the rest come crumbling...I pray we have a soft lending...smile

An interesting read here http://nimbupani.com/asi...ancial-crisis-1997.html smile
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hisah
#88 Posted : Thursday, December 15, 2011 8:05:49 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@Deal - I wonder where the rights money will come from in this money winter environment. Undersubscriptions will be plenty! What will that do to funding expectations? Cliffhanger this one...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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the deal
#89 Posted : Saturday, December 31, 2011 11:19:17 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
The Finance Bill and weak balance sheets are the daggers in the dark cc @hisah
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guru267
#90 Posted : Saturday, December 31, 2011 12:04:27 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
so far Coop, SCB..CFC have thrown in the towel..they will do rights issue..it will take only one domino and the rest come crumbling...I pray we have a soft lending...smile


@the deal what exactly are you trying to say? The rights issues are being carried out because high lending is squeezing liquidity ratios of these banks..

It has absolutely nothing to do with loan defaults like you are saying
Mark 12:29
Deuteronomy 4:16
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