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Ericsson
#2521 Posted : Tuesday, November 21, 2023 12:47:26 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,794
Location: NAIROBI
stocksmaster wrote:
Ericsson wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
MaichBlack wrote:
[quote=obiero]Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

Hii ya KCB uko sure mzee???
Some bankers/analysts are saying KCB is a huge player/borrower in the Interbank at high rates. Is there a way to confirm this?

The 2bn payout to Criticos would be included in the 38.5bn PBT.
Perhaps there are one-time expenses for TMB, etc as well.

@MaichBlack. The time has arrived https://www.co-opbank.co...s/financial-statements/[/quote]


Poor results from equity bank.
Kenya operation had a 26% decline in Pre Tax profit


I like the growth of the Equity subsidiaries.......Kenya is loosing its market leadership in the region and this is highlighted by the Equity results which is a mirror of the state of business regionally....Already Equity DRC is 60% of Equity Kenya business and profit growing at 157% and revenue at 81% and is destined to beat Kenya this year on ROE and ROA! Equity TZ doing PAT of Ksh 15.6bn versus Equity Kenya 22.7bn....Even if Equity Kenya starts going backwards due to the poor handling of economy, the new kids on the block will be the points of growth and profitability.

Happy Hunting

Are you sure about that figure of Equity Tanzania PAT?
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#2522 Posted : Tuesday, November 21, 2023 3:27:41 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
Ericsson wrote:
stocksmaster wrote:
Ericsson wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
MaichBlack wrote:
[quote=obiero]Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

Hii ya KCB uko sure mzee???
Some bankers/analysts are saying KCB is a huge player/borrower in the Interbank at high rates. Is there a way to confirm this?

The 2bn payout to Criticos would be included in the 38.5bn PBT.
Perhaps there are one-time expenses for TMB, etc as well.

@MaichBlack. The time has arrived https://www.co-opbank.co...s/financial-statements/[/quote]


Poor results from equity bank.
Kenya operation had a 26% decline in Pre Tax profit


I like the growth of the Equity subsidiaries.......Kenya is loosing its market leadership in the region and this is highlighted by the Equity results which is a mirror of the state of business regionally....Already Equity DRC is 60% of Equity Kenya business and profit growing at 157% and revenue at 81% and is destined to beat Kenya this year on ROE and ROA! Equity TZ doing PAT of Ksh 15.6bn versus Equity Kenya 22.7bn....Even if Equity Kenya starts going backwards due to the poor handling of economy, the new kids on the block will be the points of growth and profitability.

Happy Hunting

Are you sure about that figure of Equity Tanzania PAT?

All subsidiaries combined availed 16.9B PAT, and Kenya 19.3B making in all KES 36.2B. It's unlikely TZ made 15.6B PAT

KQ ABP 4.48; MTN ABP 5.20
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obiero
#2523 Posted : Wednesday, November 22, 2023 5:58:17 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

KQ ABP 4.48; MTN ABP 5.20
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My 2 cents
#2524 Posted : Wednesday, November 22, 2023 7:40:30 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,075
obiero wrote:
Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3


where did you get the KCB figures from?
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obiero
#2525 Posted : Wednesday, November 22, 2023 8:05:18 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
My 2 cents wrote:
obiero wrote:
Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3


where did you get the KCB figures from?

https://twitter.com/TheA...XN8-O3rNV3N893Q&s=19

KQ ABP 4.48; MTN ABP 5.20
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My 2 cents
#2526 Posted : Wednesday, November 22, 2023 8:31:33 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,075
obiero wrote:
My 2 cents wrote:
[quote=obiero]Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3


where did you get the KCB figures from?

https://twitter.com/TheA...N8-O3rNV3N893Q&s=19[/quote]

Now if only they could leverage that 2 trillion in net assets to achieve great profitability......
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obiero
#2527 Posted : Wednesday, November 22, 2023 9:01:46 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
My 2 cents wrote:
obiero wrote:
My 2 cents wrote:
obiero wrote:
Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3


where did you get the KCB figures from?

https://twitter.com/TheA...N8-O3rNV3N893Q&s=19


Now if only they could leverage that 2 trillion in net assets to achieve great profitability......

Exponential potential

KQ ABP 4.48; MTN ABP 5.20
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My 2 cents
#2528 Posted : Wednesday, November 22, 2023 10:03:54 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,075
Long but worth it for KCB diehards

https://www.youtube.com/watch?v=64w4ev07ugI
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MaichBlack
#2529 Posted : Thursday, November 23, 2023 12:11:08 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,657
My 2 cents wrote:
Long but worth it for KCB diehards

https://www.youtube.com/watch?v=64w4ev07ugI
^


Summarise bwana! 3 hours haiwesmake!!!
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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heri
#2530 Posted : Thursday, November 23, 2023 12:16:54 PM
Rank: Member


Joined: 9/14/2011
Posts: 864
Location: nairobi
MaichBlack wrote:
My 2 cents wrote:
Long but worth it for KCB diehards

https://www.youtube.com/watch?v=64w4ev07ugI
^


Summarise bwana! 3 hours haiwesmake!!!


He spent first 45 minutes bantering with Equity CEO and coming down heavy on social media commentsLaughing out loudly
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VituVingiSana
#2531 Posted : Thursday, November 23, 2023 1:15:33 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,265
Location: Nairobi
obiero wrote:
Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

The script flipped on Equity and KCB. Watu wa Exchange Bar wamedanganya @obiero Laughing out loudly

Equity -5bn from the projected
KCB +2bn from the projected
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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My 2 cents
#2532 Posted : Thursday, November 23, 2023 1:56:02 PM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,075
MaichBlack wrote:
My 2 cents wrote:
Long but worth it for KCB diehards

https://www.youtube.com/watch?v=64w4ev07ugI
^


Summarise bwana! 3 hours haiwesmake!!!


My key takeaways...

- He believes that KCB is still the number one bank irrespective of what is on media
- He conceded somewhat that NBK was a rubbish buy but they are committed to correcting things
- He believes they were right to make increased provisons when they did and that other bank are only now just catching on
- The guy really knows (and belives in) his people. His presentation is littered with shout outs to all the boys and girls leading various depts/initiatives
- I get the sense he feels a tremendous responsibility to shareholders and past management (perhaps not immediate) to steer the ship right
- He tried to dilute the perception that KCB and GoK are bedmates....and then later concedes that proximity to GoK is a comparative advanatage
- Believes that the market is unjustly spooked and is not reflecting anywhere near the true value of KCB. Several slides that compare KCB with peers - market cap vs shareholder funds
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MaichBlack
#2533 Posted : Thursday, November 23, 2023 3:22:44 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,657
My 2 cents wrote:
MaichBlack wrote:
My 2 cents wrote:
Long but worth it for KCB diehards

https://www.youtube.com/watch?v=64w4ev07ugI
^


Summarise bwana! 3 hours haiwesmake!!!


My key takeaways...

- He believes that KCB is still the number one bank irrespective of what is on media
- He conceded somewhat that NBK was a rubbish buy but they are committed to correcting things
- He believes they were right to make increased provisons when they did and that other bank are only now just catching on
- The guy really knows (and belives in) his people. His presentation is littered with shout outs to all the boys and girls leading various depts/initiatives
- I get the sense he feels a tremendous responsibility to shareholders and past management (perhaps not immediate) to steer the ship right
- He tried to dilute the perception that KCB and GoK are bedmates....and then later concedes that proximity to GoK is a comparative advanatage
- Believes that the market is unjustly spooked and is not reflecting anywhere near the true value of KCB. Several slides that compare KCB with peers - market cap vs shareholder funds


Thank you Sir. Very nice summary.
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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obiero
#2534 Posted : Thursday, November 23, 2023 3:38:31 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
VituVingiSana wrote:
obiero wrote:
Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

The script flipped on Equity and KCB. Watu wa Exchange Bar wamedanganya @obiero Laughing out loudly

Equity -5bn from the projected
KCB +2bn from the projected

Senior. Remember, we are always having a pint at hand while discussing the numbers. Please be understanding

KQ ABP 4.48; MTN ABP 5.20
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obiero
#2535 Posted : Thursday, November 23, 2023 4:05:42 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1 - 18.5
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

https://twitter.com/TheA...E_jYIpsdt441RlA&s=19

KQ ABP 4.48; MTN ABP 5.20
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Ericsson
#2536 Posted : Thursday, November 23, 2023 5:42:39 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,794
Location: NAIROBI
[quote=obiero]EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1 - 18.5
ABSA 17.8 -17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

https://twitter.com/TheA..._jYIpsdt441RlA&s=19[/quote]

Absa Ksh.17.8bn
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#2537 Posted : Thursday, November 23, 2023 6:38:47 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
Ericsson wrote:
[quote=obiero]EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1 - 18.5
ABSA 17.8 -17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

https://twitter.com/TheA..._jYIpsdt441RlA&s=19[/quote]

Absa Ksh.17.8bn

@vvs say something bana

KQ ABP 4.48; MTN ABP 5.20
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obiero
#2538 Posted : Thursday, November 23, 2023 7:21:57 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
My 2 cents wrote:
My 2 cents wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.

Ofcourse it's guesswork! Come up with your own accurate forecast and place it here we compare and contrast


Stanbic is in today. Please update.


Stanbic HY PAT 6.7B

Wazee hukumbuka 😁

KQ ABP 4.48; MTN ABP 5.20
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obiero
#2539 Posted : Thursday, November 23, 2023 7:23:51 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
littledove wrote:
obiero wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Q3 2023 PBT projected - actual
EQTY 50.7
KCB 38.5
COOP 25.1
NCBA 18.1
ABSA 17.8
STBC 15.1
SCBK 14.2
I&M 10.6
DTB 9.0
HF 0.3

Oigara left Russo with a skunk.
King James' foray into DRC is finally paying off.
HF is like a pimple on a huge bum. Laughing out loudly

Ongea kwa upole mzee 😄

Reporting season is upon us

for kcb 38b is too ambitious considering their half year results, it will be below 30b

@littledove my dear friend.. trust in the bar

KQ ABP 4.48; MTN ABP 5.20
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obiero
#2540 Posted : Thursday, November 23, 2023 9:33:04 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,967
Location: nairobi
Q3 2023 PBT projected - actual
EQTY 50.7 - 45.9
KCB 38.5 - 40.5
COOP 25.1 - 24.7
NCBA 18.1 - 18.5
ABSA 17.8 -17.8
STBC 15.1
SCBK 14.2 - 13.6
I&M 10.6
DTB 9.0
HF 0.3

KQ ABP 4.48; MTN ABP 5.20
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