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Law Capping interest rates
obiero
#3021 Posted : Saturday, April 26, 2025 3:00:07 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
Ericsson wrote:
obiero wrote:
obiero wrote:
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
MaichBlack wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:

Thugge to the rescue. Financial stocks are back in preference. It's time to eat with a big spoon!

Rescue how

Watch and learn

Read and answer. Details. Not blanket statements. This is Wazua!!!

We are used to Obiero issuing Bure/empty statements.

Hehe. https://www.businessdail...cbk-for-rescue--4327970

A fool and his/her funds are soon parted.
https://www.businessdail...to-hit-sh156bn--4351780

In last one year, as predicted here, bank stocks have brought the chicken home. Now, it's time to sell. I will explain later

SBM, Credit, Consolidated, Premier, UBA, ABC, CIB, Ecobank, Access. History is a teacher.



Mergers and acqusisitions loading

There's no other way. M&A will happen. Closures will leave a lot of egg on the GoK, they simply cannot afford extra backlash

KQ ABP 4.48; MTN ABP 5.20
obiero
#3022 Posted : Saturday, April 26, 2025 4:08:03 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
Fresh from the bar
https://www.centralbank....CREDIT-PRICING-MODEL.pdf

KQ ABP 4.48; MTN ABP 5.20
obiero
#3023 Posted : Thursday, May 08, 2025 7:15:00 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
obiero
#3024 Posted : Tuesday, September 02, 2025 10:04:52 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi

KESONIA it is... What is the impact on NII margins to Kenyan banks. And as you think about it, remember that core capital minimum has been raised to KES 10B. NBK gone! Small banks will continue to fold

KQ ABP 4.48; MTN ABP 5.20
obiero
#3025 Posted : Wednesday, September 10, 2025 5:23:02 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
obiero wrote:

KESONIA it is... What is the impact on NII margins to Kenyan banks. And as you think about it, remember that core capital minimum has been raised to KES 10B. NBK gone! Small banks will continue to fold

No sooner https://www.standardmedi...ver-sh20b-capital-crunch

KQ ABP 4.48; MTN ABP 5.20
obiero
#3026 Posted : Tuesday, October 14, 2025 12:22:43 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
obiero wrote:
Ericsson wrote:
obiero wrote:
obiero wrote:
obiero wrote:
obiero wrote:
obiero wrote:
Ericsson wrote:
MaichBlack wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:

Thugge to the rescue. Financial stocks are back in preference. It's time to eat with a big spoon!

Rescue how

Watch and learn

Read and answer. Details. Not blanket statements. This is Wazua!!!

We are used to Obiero issuing Bure/empty statements.

Hehe. https://www.businessdail...cbk-for-rescue--4327970

A fool and his/her funds are soon parted.
https://www.businessdail...to-hit-sh156bn--4351780

In last one year, as predicted here, bank stocks have brought the chicken home. Now, it's time to sell. I will explain later

SBM, Credit, Consolidated, Premier, UBA, ABC, CIB, Ecobank, Access. History is a teacher.



Mergers and acqusisitions loading

There's no other way. M&A will happen. Closures will leave a lot of egg on the GoK, they simply cannot afford extra backlash

Dr Joshua Oigara already mentioned it in March 2025 https://youtu.be/0nfH0lmeCzk?si=F1Kjy89i_W5DZKjl

KQ ABP 4.48; MTN ABP 5.20
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