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Exchange Bar: Results forecast
obiero
#1541 Posted : Thursday, May 17, 2018 6:41:48 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
murchr wrote:
obiero wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
KCB 6.8 Actual 7.4
EQTY 6.4 Actual 8.3
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2
HFCK 0.18
NBK 0.14


Shocking Equity Bank PBT growth


Very impressive!

@murchr extremely

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
VituVingiSana
#1542 Posted : Thursday, May 17, 2018 10:18:37 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,039
Location: Nairobi
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#1543 Posted : Friday, May 18, 2018 7:03:00 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Wororo
#1544 Posted : Friday, May 18, 2018 7:13:03 AM
Rank: Member


Joined: 1/30/2011
Posts: 207
obiero wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb


Me too...

The Ekwetel has finally come to the "rescue" of Ekwete cellphone business case - having considerably limped since it's launch a few years back...

But the question is, will the MVNO still be relevant for many years to come with the fast adoption of smartphones and evolution of the network technology...?

I understand that in about 4 years, telco's will start switching off 1G, 2G (Edge) and perhaps 3G networks to facilitate the on-boarding process of 5G which is being cited as similar to the shift from black and white television to coloured television...

Eventually, these feature phones will be replaced with smartphones which will definitely increase the up take if Apps more readily...
Horton
#1545 Posted : Friday, May 18, 2018 8:07:21 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb


This is reactive investing.

How quickly the market forgets a few years ago when the tables were turned. Understand that this is mainly LLP that are bloating the profits. The reverse will also be true where KCB will have the upper hand. Quite typical behavior for Equity and KCB.
Ericsson
#1546 Posted : Friday, May 18, 2018 8:26:35 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,628
Location: NAIROBI
Wororo wrote:
obiero wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb


Me too...

The Ekwetel has finally come to the "rescue" of Ekwete cellphone business case - having considerably limped since it's launch a few years back...

But the question is, will the MVNO still be relevant for many years to come with the fast adoption of smartphones and evolution of the network technology...?

I understand that in about 4 years, telco's will start switching off 1G, 2G (Edge) and perhaps 3G networks to facilitate the on-boarding process of 5G which is being cited as similar to the shift from black and white television to coloured television...

Eventually, these feature phones will be replaced with smartphones which will definitely increase the up take if Apps more readily...


2G can't be switched off;it's what is used for voice communication and sms
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
AndyC
#1547 Posted : Friday, May 18, 2018 9:18:52 AM
Rank: Member


Joined: 4/21/2015
Posts: 151
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB?
VituVingiSana
#1548 Posted : Friday, May 18, 2018 9:37:58 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,039
Location: Nairobi
AndyC wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB?

Mwangi (& many of the directors) has skin in the game. The dividends are available to all of us as shareholders. Oigara (like Naikuni, Segman, etc) can walk away with no loss.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
xxxxx
#1549 Posted : Friday, May 18, 2018 10:10:58 AM
Rank: Member


Joined: 3/20/2008
Posts: 503
murchr wrote:
obiero wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
KCB 6.8 Actual 7.4
EQTY 6.4 Actual 8.3
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2
HFCK 0.18
NBK 0.14


Shocking Equity Bank PBT growth


Very impressive!


I see NIC snuck in Q1 results https://www.nse.co.ke/li...ch-2018-of-nic-group-plc
obiero
#1550 Posted : Friday, May 18, 2018 10:15:33 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
jgithige
#1551 Posted : Friday, May 18, 2018 2:08:25 PM
Rank: Member


Joined: 7/10/2014
Posts: 145
Location: Nairobi
VituVingiSana wrote:
AndyC wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB?

Mwangi (& many of the directors) has skin in the game. The dividends are available to all of us as shareholders. Oigara (like Naikuni, Segman, etc) can walk away with no loss.


Mwangi hataki kufinance NYSLaughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly . Remember 30% of the pay should be going to KRA PAYE 75M Vs 19.5M.
"Blowing out someone else candle won't make yours shine brighter"-Anonymous
Angelica _ann
#1552 Posted : Friday, May 18, 2018 3:08:00 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,901
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14


This time round your figures were not accurate, though better coz of over achievement!!!

Wonder whether they will maintain the momentum for the whole with such very good q1 results.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
obiero
#1553 Posted : Friday, May 18, 2018 6:55:29 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
Angelica _ann wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14


This time round your figures were not accurate, though better coz of over achievement!!!

Wonder whether they will maintain the momentum for the whole with such very good q1 results.

True. The initial releases have not been consistent with the exchange bar projections but we are still receiving more..

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Ericsson
#1554 Posted : Saturday, May 19, 2018 7:04:51 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,628
Location: NAIROBI
obiero wrote:
Angelica _ann wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14


This time round your figures were not accurate, though better coz of over achievement!!!

Wonder whether they will maintain the momentum for the whole with such very good q1 results.

True. The initial releases have not been consistent with the exchange bar projections but we are still receiving more..


@Obiero
Usiwe na wasi wasi upishi ni mingi
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#1555 Posted : Saturday, May 19, 2018 1:22:32 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
Ericsson wrote:
obiero wrote:
Angelica _ann wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14


This time round your figures were not accurate, though better coz of over achievement!!!

Wonder whether they will maintain the momentum for the whole with such very good q1 results.

True. The initial releases have not been consistent with the exchange bar projections but we are still receiving more..


@Obiero
Usiwe na wasi wasi upishi ni mingi

Provision manenos

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
obiero
#1556 Posted : Thursday, May 24, 2018 12:43:12 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1 Actual 4.9
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Ericsson
#1557 Posted : Thursday, May 24, 2018 2:55:48 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,628
Location: NAIROBI
All banks that have reported Q1 2018 have had a contraction in the loan book if you compare FY2017 and Q1 2018.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#1558 Posted : Thursday, May 24, 2018 6:02:55 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
Ericsson wrote:
All banks that have reported Q1 2018 have had a contraction in the loan book if you compare FY2017 and Q1 2018.

All that have reported thus far, have also reported increased profit against reduced provisions.. Then why exactly do we need to remove the rate cap?

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
Ericsson
#1559 Posted : Thursday, May 24, 2018 10:34:23 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,628
Location: NAIROBI
obiero wrote:
Ericsson wrote:
All banks that have reported Q1 2018 have had a contraction in the loan book if you compare FY2017 and Q1 2018.

All that have reported thus far, have also reported increased profit against reduced provisions.. Then why exactly do we need to remove the rate cap?


Removing the rate cap was to rescue the likes of sidian bank but Treasury avoids rate cap in draft law
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#1560 Posted : Friday, May 25, 2018 8:13:27 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,464
Location: nairobi
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1 Actual 4.9
SCBK 2.8
DTB 2.7 Actual 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14

HF 428,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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