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Ericsson		#2181 Posted : Thursday, May 28, 2020 9:38:37 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,678 Location: NAIROBI		Ericsson wrote: Exchange Bar Quarterly Forecast for Q1 2020, PBT figures in KES B: KCB 9.2 Actual 8.9 EQTY 7.8 Actual 7.0 COOP 5.2 Actual 5.1 I&M 3.6 NCBA 3.3 Actual 2.4 SCBK 3.1 ABSA 3.0 Actual 3.43* DTB 2.8 Actual 2.9 STANB 1.9 Actual 2.1 HFCK -0.034 Equity Group Q1 2020 @ ksh.7bn ABSA PBT before exceptional items ksh.3.43bn After exceptional items ksh.2.87bn Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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FUNKY		#2182 Posted : Thursday, May 28, 2020 12:28:56 PM
Rank: Veteran Joined: 4/30/2010 Posts: 1,635		https://equitygroupholdi...ion-provisions-on-loans/
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obiero		#2183 Posted : Thursday, May 28, 2020 9:20:29 PM
Rank: Elder Joined: 6/23/2009 Posts: 13,499 Location: nairobi		Exchange Bar Quarterly Forecast for Q1 2020, PBT figures in KES B: KCB 9.2 Actual 8.9 EQTY 7.8 Actual 7.0 COOP 5.2 Actual 5.1 I&M 3.6 NCBA 3.3 Actual 2.4 SCBK 3.1 ABSA 3.0 Actual 3.2 DTB 2.8 Actual 2.9 STANB 1.9 Actual 2.1 HFCK -0.034 Actual 0.007 HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Ericsson		#2184 Posted : Friday, May 29, 2020 6:49:20 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,678 Location: NAIROBI		Ericsson wrote: Ericsson wrote: Exchange Bar Quarterly Forecast for Q1 2020, PBT figures in KES B: KCB 9.2 Actual 8.9 EQTY 7.8 Actual 7.0 COOP 5.2 Actual 5.1 I&M 3.6 Actual 2.4 NCBA 3.3 Actual 2.4 SCBK 3.1 ABSA 3.0 Actual 3.43* DTB 2.8 Actual 2.9 STANB 1.9 Actual 2.1 HFCK -0.034 Actual 0.007 Equity Group Q1 2020 @ ksh.7bn ABSA PBT before exceptional items ksh.3.43bn After exceptional items ksh.2.87bn Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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obiero		#2185 Posted : Friday, May 29, 2020 8:24:40 AM
Rank: Elder Joined: 6/23/2009 Posts: 13,499 Location: nairobi		Ericsson wrote: Ericsson wrote: Ericsson wrote: Exchange Bar Quarterly Forecast for Q1 2020, PBT figures in KES B: KCB 9.2 Actual 8.9 EQTY 7.8 Actual 7.0 COOP 5.2 Actual 5.1 I&M 3.6 Actual 2.4 NCBA 3.3 Actual 2.4 SCBK 3.1 ABSA 3.0 Actual 3.43* DTB 2.8 Actual 2.9 STANB 1.9 Actual 2.1 HFCK -0.034 Actual 0.007 Equity Group Q1 2020 @ ksh.7bn ABSA PBT before exceptional items ksh.3.43bn After exceptional items ksh.2.87bn Remain with the top 3. Thank me later HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Ericsson		#2186 Posted : Friday, May 29, 2020 9:04:40 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,678 Location: NAIROBI		Ericsson wrote: Ericsson wrote: Ericsson wrote: Exchange Bar Quarterly Forecast for Q1 2020, PBT figures in KES B: KCB 9.2 Actual 8.9 EQTY 7.8 Actual 7.0 COOP 5.2 Actual 5.1 I&M 3.6 Actual 2.4 NCBA 3.3 Actual 2.4 SCBK 3.1 Actual 2.9 ABSA 3.0 Actual 3.43* DTB 2.8 Actual 2.9 STANB 1.9 Actual 2.1 HFCK -0.034 Actual 0.007 Equity Group Q1 2020 @ ksh.7bn ABSA PBT before exceptional items ksh.3.43bn After exceptional items ksh.2.87bn Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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lochaz-index		#2187 Posted : Tuesday, June 02, 2020 10:31:29 AM
Rank: Veteran Joined: 9/18/2014 Posts: 1,127		obiero wrote: Exchange Bar Quarterly Forecast for Q1 2020, PBT figures in KES B: KCB 9.2 Actual 8.9 EQTY 7.8 Actual 7.0 COOP 5.2 Actual 5.1 I&M 3.6 NCBA 3.3 Actual 2.4 SCBK 3.1 ABSA 3.0 Actual 3.2 DTB 2.8 Actual 2.9 STANB 1.9 Actual 2.1 HFCK -0.034 Actual 0.007 Q1 numbers don't mean much at this point. Wide divergence on provisions even among tier I banks. I guess IFRS provisions on expected losses have largely been ignored. Cbk's window on restructuring loans offers a stay of execution for now...when does it expire and what is the likelihood of an extension? The main purpose of the stock market is to make fools of as many people as possible.
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obiero		#2188 Posted : Thursday, July 02, 2020 9:54:16 PM
Rank: Elder Joined: 6/23/2009 Posts: 13,499 Location: nairobi		Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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VituVingiSana		#2189 Posted : Thursday, July 02, 2020 11:34:14 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,095 Location: Nairobi		obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson		#2190 Posted : Friday, July 03, 2020 12:11:40 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,678 Location: NAIROBI		VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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obiero		#2191 Posted : Friday, July 03, 2020 5:30:10 AM
Rank: Elder Joined: 6/23/2009 Posts: 13,499 Location: nairobi		Ericsson wrote: VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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VituVingiSana		#2192 Posted : Friday, July 03, 2020 7:27:09 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,095 Location: Nairobi		obiero wrote: Ericsson wrote: VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero		#2193 Posted : Friday, July 03, 2020 8:02:33 AM
Rank: Elder Joined: 6/23/2009 Posts: 13,499 Location: nairobi		VituVingiSana wrote: obiero wrote: Ericsson wrote: VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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obiero		#2194 Posted : Sunday, July 05, 2020 12:34:50 PM
Rank: Elder Joined: 6/23/2009 Posts: 13,499 Location: nairobi		Kenya Airways HY Total Income 44.1B HY Total Operating Costs 54.5B HY Loss before Income Tax [7.975b] HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Ericsson		#2195 Posted : Monday, July 06, 2020 7:31:43 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,678 Location: NAIROBI		obiero wrote: Kenya Airways HY Total Income 44.1B HY Total Operating Costs 54.5B HY Loss before Income Tax [7.975b] Double the figure for HY Loss before Income Tax Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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VituVingiSana		#2196 Posted : Monday, July 06, 2020 7:48:46 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,095 Location: Nairobi		Ericsson wrote: obiero wrote: Kenya Airways HY Total Income 44.1B HY Total Operating Costs 54.5B HY Loss before Income Tax [7.975b] Double the figure for HY Loss before Income Tax KQ needs to be taken outside and shot. Twice. In the Head. And then cut up in 4 quarters. Which should be shredded. And burnt. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson		#2197 Posted : Wednesday, July 08, 2020 8:09:48 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,678 Location: NAIROBI		obiero wrote: VituVingiSana wrote: obiero wrote: Ericsson wrote: VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book Plus those paying interim dividends will retain the norm. KCB may hike to 1.25 Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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heri		#2198 Posted : Tuesday, August 04, 2020 12:40:35 PM
Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi		Ericsson wrote: obiero wrote: VituVingiSana wrote: obiero wrote: Ericsson wrote: VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book Plus those paying interim dividends will retain the norm. KCB may hike to 1.25 Sounds too good to be true. Higher dividends in view of coming NPLs
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Horton		#2199 Posted : Sunday, August 09, 2020 10:37:21 AM
Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi		Ericsson wrote: obiero wrote: VituVingiSana wrote: obiero wrote: Ericsson wrote: VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book Plus those paying interim dividends will retain the norm. KCB may hike to 1.25 If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels
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Angelica _ann		#2200 Posted : Sunday, August 09, 2020 2:03:22 PM
Rank: Elder Joined: 12/7/2012 Posts: 11,908		Horton wrote: Ericsson wrote: obiero wrote: VituVingiSana wrote: obiero wrote: Ericsson wrote: VituVingiSana wrote: obiero wrote: Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 EQTY 14 COOP 10.2 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book Plus those paying interim dividends will retain the norm. KCB may hike to 1.25 If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels Based on falling prices in other sectors, market will be unmoved. Expect lower prices. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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