Wazua
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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Veteran Joined: 11/13/2015 Posts: 1,608
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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kasongo yeeyee
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Veteran Joined: 7/1/2014 Posts: 917 Location: sky
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obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn im currently holding cfc stanbic with a div yield of 16% Any banck with a dividend yield of below 10% is not attractive for now. There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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Rank: Elder Joined: 7/22/2009 Posts: 7,522
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obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 12/4/2009 Posts: 10,762 Location: NAIROBI
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obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members Including KQ Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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Ericsson wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members Including KQ Yes. Including KQ
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,522
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obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Your money, your decision. Freedom of feelings 😁
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Your money, your decision. Freedom of feelings 😁 https://www.businessdail...wer-forex-income-5033792
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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obiero wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Your money, your decision. Freedom of feelings 😁 https://www.businessdail...er-forex-income-5033792
Watch and learn https://www.businessdail...oans-hit-sh717bn-5055382
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,169 Location: Nairobi
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obiero wrote:obiero wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Your money, your decision. Freedom of feelings 😁 https://www.businessdail...er-forex-income-5033792
Watch and learn https://www.businessdail...ans-hit-sh717bn-5055382 How many billions of it are KQ's?  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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VituVingiSana wrote:obiero wrote:obiero wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Your money, your decision. Freedom of feelings 😁 https://www.businessdail...er-forex-income-5033792
Watch and learn https://www.businessdail...ans-hit-sh717bn-5055382 How many billions of it are KQ's? Haha. KQ is servicing it's debts boss. Meanwhile, Family Bank makes me laugh, they went to their shareholders seeking KES 9B and were given KES 157million 😂.. That listing next year will be interesting
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,169 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:obiero wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Your money, your decision. Freedom of feelings 😁 https://www.businessdail...er-forex-income-5033792
Watch and learn https://www.businessdail...ans-hit-sh717bn-5055382 How many billions of it are KQ's? Haha. KQ is servicing it's debts boss. Meanwhile, Family Bank makes me laugh, they went to their shareholders seeking KES 9B and were given KES 157million 😂.. That listing next year will be interesting Banks force Treasury to pay KQ’s Sh19bn defaulted loan https://www.businessdail...-defaulted-loan-4952910
KQ is servicing it's debts Oolisoma wapi? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:obiero wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:obiero wrote:Ericsson wrote:obiero wrote:Ericsson wrote:Financial sector is now the star of the NSE.
Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes Watch and learn What are people watching and learning @Obiero!!?? Can you pick any two or three major banks and explain how their valuations are out of hand! With figures not conjecture. P/Es are at a record low!! @maichblack I speak in code only.. analysis is left to the members "Speaking in code" is totally unhelpful to people of wazuans calibre. People here need facts, figures etc. Not feelings. Are people honestly supposed to make investment decisions based on unsubstantiated feelings. And to make matters worse, not their own feelings! Someone else's feelings that have not even been coherently communicated! Your money, your decision. Freedom of feelings 😁 https://www.businessdail...er-forex-income-5033792
Watch and learn https://www.businessdail...ans-hit-sh717bn-5055382 How many billions of it are KQ's? Haha. KQ is servicing it's debts boss. Meanwhile, Family Bank makes me laugh, they went to their shareholders seeking KES 9B and were given KES 157million 😂.. That listing next year will be interesting Banks force Treasury to pay KQ’s Sh19bn defaulted loan https://www.businessdail...-defaulted-loan-4952910
KQ is servicing it's debts Oolisoma wapi? Yes they are servicing via influence of KQLC 2017 Limited towards GOK. Remember EQTY, KCB, NCBA and COOP are significant shareholders in KQ, at 38% ownership stake. A win is a win https://corporate.kenya-...d-business-transactions/
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 6/23/2009 Posts: 13,659 Location: nairobi
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EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,522
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obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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Rank: Elder Joined: 7/22/2009 Posts: 7,522
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MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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