Do you have a link to the report itself? If yes, kindly share here, or on the mailing list.

Experts weigh in on this scenario; are we headed north or south in terms share price movements.

State Finds Solutions for Its 3 Struggling Banks

Since 2008, the plans to merge National Bank, Consolidated Bank, and Development Bank have failed. Before the merger plans, the Privatisation Commission had submitted comprehensive proposals for the sale of National Bank and Consolidated Bank to the Treasury in accordance with the Privatisation Act. However, these plans also stalled.

Therefore, the commission has recently announced plans to restructure Consolidated Bank through a consultant. The restructuring plans are aimed at selling the government’s stake for Sh2.5 billion.

“The transaction adviser is required to prepare a restructuring and options analysis report. The work to be undertaken includes the review of the possibility of implementing a rights issue as part of the privatisation of the bank,” Jaqueline Muindi, acting CEO stated.

National Bank of Kenya could also be sold to Kenya Commercial Bank if a proposal to sell it is approved. In addition, Development Bank will be merged with the following institutions: Uwezo Fund, Kenya Industrial Estates, Women Enterprise Development Fund, Industrial Development Bank of Kenya, and Youth Enterprise Development Fund. The merger will form a large development finance institution.

The three banks have a total capital of KES13.17 billion. The government’s 50.2 percent equity in Consolidated Bank is held through Deposit Protection Fund and its 89.3 percent stake in National Bank is held through Industrial and Commercial Development Corporation.

https://www.businessdail...5402-ie4bo2z/index.html

Kenyan banks are not deriving value in their regional operations with subsidiaries in volatile South Sudan unlikely to stay viable due to conflict and currency woes, investment bank Renaissance Capital says.

African economies growth is below par due to high debt, poor governance
I don't blame Barclays for having exited Africa operations. They can get better returns by focussing in America and Asia

Barclays Africa Group owns 70% of BBK which is up for grab.Whoever buys and change the business modell will reap good returns.

Barclays PLC reports it's accounts/profits in Sterling Pounds.It's biggest contributor to profits in Africa was ABSA.
With Zuma politics and governance,South Africa economy experienced a downturn which hurt the profits.
BBK didn't kick out mwananchi,if you look at its model since independence it was targeting the african working class community,teachers/government employees and indian businessmen.This ones suffered during the last term of KANU/Moi regime.Even stanchart and KCB closed branches in some areas.
BBK owned NIC but they were forced to sell it and the Ndegwas took it over since they were close to the ruling power/elite.
Barclays PLC has decided to focus in North AMerica/USA where they expect to get better returns due to the booming economy like growing personal expenditure,mortgage,car loans,credit cards,booming stock exchange

That was already done and completed

No CBK gave banks 5 years to repair the capital side. Banks implement IFRS9 but 5 years to do capital raising.

@ericsson Some banks [esp one SIFI with a huge GoK shareholding] got a pass [on the Capital side as @wukan put it] but that doesn't mean they do not have to "provision" the SLRs within that timeframe.

The question is: Why does KCB have SLRs (as a % of the Loan Book) far higher than the most of the banks?