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Portfolio Balancing: Avoid Over Exposure To Financial Sector
wukan
#421 Posted : Wednesday, August 13, 2025 10:25:50 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,617
VituVingiSana wrote:
MaichBlack wrote:
Now bro @Obiero, without "speaking in code" or telling people to "watch and learn", what say you about the Finacial Sector, profitability, growth, investing in it etc.? In simple, clear and straightforward words.

New buzz phrases
you will eventually see
The writing is on the wall

Laughing out loudly Laughing out loudly Laughing out loudly

Meanwhile ABSA declared a 20c interim for 1H25


You mean if I put 2000 bob I get a measly 19 bobd'oh!
MaichBlack
#422 Posted : Tuesday, August 19, 2025 1:19:10 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,592
MaichBlack wrote:
obiero 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

Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!

Not only were you monumentally wrong, you were wrong by historical proportions.

I ask you again, what is this we are supposed to "watch and learn"??

And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Laughing out loudly Laughing out loudly Laughing out loudly

Master of double speech. Subjectively picking one out of 10. All banks have released HY?


Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it.

For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough!

@Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
obiero
#423 Posted : Tuesday, August 19, 2025 6:19:28 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,800
Location: nairobi
MaichBlack wrote:
MaichBlack wrote:
obiero 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

Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!

Not only were you monumentally wrong, you were wrong by historical proportions.

I ask you again, what is this we are supposed to "watch and learn"??

And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Laughing out loudly Laughing out loudly Laughing out loudly

Master of double speech. Subjectively picking one out of 10. All banks have released HY?


Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it.

For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough!

@Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing

A lie told a lot of times does not change to the truth

COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 604,200 ABP 6.96; MTN 23,800 ABP 5.20
MaichBlack
#424 Posted : Tuesday, August 19, 2025 6:58:27 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,592
obiero wrote:
MaichBlack wrote:
MaichBlack wrote:
obiero 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

Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!

Not only were you monumentally wrong, you were wrong by historical proportions.

I ask you again, what is this we are supposed to "watch and learn"??

And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Laughing out loudly Laughing out loudly Laughing out loudly

Master of double speech. Subjectively picking one out of 10. All banks have released HY?


Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it.

For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough!

@Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing

A lie told a lot of times does not change to the truth

Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Speaking in code I am sure. The writing is on the wall and we should watch and learn I suspect!
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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