wazua Wed, Mar 18, 2026
Welcome Guest Search | Active Topics | Log In

266 Pages«<153154155156157>»
Exchange Bar: Results forecast
Options
Previous Topic · Next Topic
obiero
#1541 Posted : Thursday, May 17, 2018 6:41:48 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
murchr wrote:
obiero wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
KCB 6.8 Actual 7.4
EQTY 6.4 Actual 8.3
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2
HFCK 0.18
NBK 0.14


Shocking Equity Bank PBT growth


Very impressive!

@murchr extremely

KQ ABP 4.26
Back to top
WWW
  |
VituVingiSana
#1542 Posted : Thursday, May 17, 2018 10:18:37 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
obiero
#1543 Posted : Friday, May 18, 2018 7:03:00 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb

KQ ABP 4.26
Back to top
WWW
  |
Wororo
#1544 Posted : Friday, May 18, 2018 7:13:03 AM
Rank: Member

Joined: 1/30/2011
Posts: 207
obiero wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb


Me too...

The Ekwetel has finally come to the "rescue" of Ekwete cellphone business case - having considerably limped since it's launch a few years back...

But the question is, will the MVNO still be relevant for many years to come with the fast adoption of smartphones and evolution of the network technology...?

I understand that in about 4 years, telco's will start switching off 1G, 2G (Edge) and perhaps 3G networks to facilitate the on-boarding process of 5G which is being cited as similar to the shift from black and white television to coloured television...

Eventually, these feature phones will be replaced with smartphones which will definitely increase the up take if Apps more readily...
Back to top
  |
Horton
#1545 Posted : Friday, May 18, 2018 8:07:21 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb


This is reactive investing.

How quickly the market forgets a few years ago when the tables were turned. Understand that this is mainly LLP that are bloating the profits. The reverse will also be true where KCB will have the upper hand. Quite typical behavior for Equity and KCB.
Back to top
  |
Ericsson
#1546 Posted : Friday, May 18, 2018 8:26:35 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Wororo wrote:
obiero wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb


Me too...

The Ekwetel has finally come to the "rescue" of Ekwete cellphone business case - having considerably limped since it's launch a few years back...

But the question is, will the MVNO still be relevant for many years to come with the fast adoption of smartphones and evolution of the network technology...?

I understand that in about 4 years, telco's will start switching off 1G, 2G (Edge) and perhaps 3G networks to facilitate the on-boarding process of 5G which is being cited as similar to the shift from black and white television to coloured television...

Eventually, these feature phones will be replaced with smartphones which will definitely increase the up take if Apps more readily...


2G can't be switched off;it's what is used for voice communication and sms
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
AndyC
#1547 Posted : Friday, May 18, 2018 9:18:52 AM
Rank: Member

Joined: 4/21/2015
Posts: 151
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB?
Back to top
  |
VituVingiSana
#1548 Posted : Friday, May 18, 2018 9:37:58 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,344
Location: Nairobi
AndyC wrote:
VituVingiSana wrote:
And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted.

Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB?

Mwangi (& many of the directors) has skin in the game. The dividends are available to all of us as shareholders. Oigara (like Naikuni, Segman, etc) can walk away with no loss.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
xxxxx
#1549 Posted : Friday, May 18, 2018 10:10:58 AM
Rank: Member

Joined: 3/20/2008
Posts: 503
murchr wrote:
obiero wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
KCB 6.8 Actual 7.4
EQTY 6.4 Actual 8.3
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2
HFCK 0.18
NBK 0.14


Shocking Equity Bank PBT growth


Very impressive!


I see NIC snuck in Q1 results https://www.nse.co.ke/li...ch-2018-of-nic-group-plc
Back to top
  |
obiero
#1550 Posted : Friday, May 18, 2018 10:15:33 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14

KQ ABP 4.26
Back to top
WWW
  | | Edit by user: Friday, May 18, 2018 1:09 PM | Reason: Not specified
266 Pages«<153154155156157>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.