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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Elder Joined: 6/23/2009 Posts: 13,663 Location: nairobi
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MaichBlack wrote: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. Flat growth? An oxymoron. I hold the right to free speech. 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: 13,663 Location: nairobi
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In tier II and III, five banks are loss making as at end of Q1. FIVE!
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: 12/7/2012 Posts: 11,912
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I saw Equity Bank price projection of Kshs. 98 by Q1, 2026. Hype! 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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Rank: Elder Joined: 6/23/2009 Posts: 13,663 Location: nairobi
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Angelica _ann wrote:I saw Equity Bank price projection of Kshs. 98 by Q1, 2026. Hype! Bollocks
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: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. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn What am I learning from subjectively selected data which is an outlier You make a generic statement about an industry and then selectively pick data for 3 and ignore data for 7 to prove what exactly?? 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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obiero wrote:MaichBlack wrote: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. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn https://www.citizen.digital/business/equity-group-ceo-james-mwangi-addresses-mass-layoffs-n363709Dr. Mwangi was speaking during the release of the bank's quarter one results, where the lender's earnings dropped to Ksh.15.4 billion on the back of high inflation and currency depreciation in South Sudan. In the period ending March, the lender saw customer deposits increase by 7 percent to Ksh.1.32 trillion, allowing them to disburse Ksh.804.7 billion in credit, a 3 percent increase. In the first quarter of the year, the Kenyan business showed strong recovery, outpacing the regional businesses in key metrics, contributing 53% to the lender's deposit growth, 52 percent growth to the loan book, and 51 percent to revenue growth among others. “South Sudan is going through a very difficult period, with the stoppage of exports of oil and as a result its currency has significantly lost value against the US dollar and the Kenya shilling, so inflation has been high,” noted Dr. Mwangi. “What has happened is there is an inflationary reporting that we did last year which contributed Ksh.3 billion but this year the inflation has remained stable so there is nothing to register in South Sudan. So it's not that profit has gone down it's up by 8 percent but when you add the inflation accounting last year in South Sudan it looks like it has gone down by 4%.”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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Angelica _ann wrote:I saw Equity Bank price projection of Kshs. 98 by Q1, 2026. Hype! 100% plus gain in one year??? Because of why?? Did the people giving the projection give their reasoning, data etc. or they said "Watch and learn"??  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: 6/20/2007 Posts: 2,044 Location: Lagos, Nigeria
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Dull or lack lustre trading this year for banking stocks based on slow Q1. Capital gains may not be a good approach nonetheles dividend income is assured. . THOUGH Capital gain opportunity exists for HFCK and possibly I&M based on their Q1 2025 performance . The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 6/23/2009 Posts: 13,663 Location: nairobi
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young wrote:Dull or lack lustre trading this year for banking stocks based on slow Q1.
Capital gains may not be a good approach
nonetheles dividend income is assured.
.
THOUGH
Capital gain opportunity exists for
HFCK and possible I&M based on their Q1 2025 performance .
The naked truth
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: 18,170 Location: Nairobi
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MaichBlack wrote:obiero wrote:MaichBlack wrote: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. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn What am I learning from subjectively selected data which is an outlier You make a generic statement about an industry and then selectively pick data for 3 and ignore data for 7 to prove what exactly?? 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: 13,663 Location: nairobi
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VituVingiSana wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote: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. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn What am I learning from subjectively selected data which is an outlier You make a generic statement about an industry and then selectively pick data for 3 and ignore data for 7 to prove what exactly?? https://www.businessdail...in-first-quarter-5063682
COOP 255,000 ABP 15.85; KQ 484,100 ABP 7.45; MTN 23,800 ABP 5.20
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