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Exchange Bar: Results forecast
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obiero
#1601 Posted : Thursday, May 31, 2018 10:59:08 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Angelica _ann wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
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 Actual 4.9
SCBK 2.8 Actual 2.7
DTB 2.7 Actual 2.7
BBK 2.3 Actual 2.7
I&M 1.7 Actual 2.0
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18 Actual 0.05
NBK 0.14 Actual 0.07


HFCK PBT ksh.52.9mn

Awful results by HF


Marangu eats everything!!!

Apparently!

KQ ABP 4.26
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VituVingiSana
#1602 Posted : Thursday, May 31, 2018 11:26:24 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
obiero wrote:
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 Actual 4.9
SCBK 2.8 Actual 2.7
DTB 2.7 Actual 2.7
BBK 2.3 Actual 2.7
I&M 1.7 Actual 2.0
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 Actual 0.07
Why were you warning me about I&M. That's +17% vs your estimate. Plus this is just I&M Kenya (KE + TZ) whereas I&M Holdings PAT is even higher since both RW and MU made a profit.

Interesting that DTB, BBK and STB all made 2.7bn ;-)
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#1603 Posted : Thursday, May 31, 2018 11:31:11 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
obiero wrote:
Ericsson wrote:
Ericsson wrote:
Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion.


And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017

A terrible sign. Considering banks exist primarily to lend
Banks are lending. To GoK.
Britam too for the short-term https://www.businessdail...88392-msmo4oz/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Thursday, May 31, 2018 11:46 AM | Reason: Not specified
Ericsson
#1604 Posted : Thursday, May 31, 2018 11:31:22 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Coop Bank Kenya denies any involvement in the Sh 9 Billion NYS Scandal
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#1605 Posted : Thursday, May 31, 2018 11:47:58 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
Ericsson wrote:
Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion.


And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017

A terrible sign. Considering banks exist primarily to lend
Banks are lending. To GoK.
Britam too for the short-term https://www.businessdail...8392-msmo4oz/index.html

You amaze me. Banks are investing in GoK, not lending as defined in elementary economics

KQ ABP 4.26
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obiero
#1606 Posted : Thursday, May 31, 2018 11:50:23 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
VituVingiSana wrote:
obiero wrote:
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 Actual 4.9
SCBK 2.8 Actual 2.7
DTB 2.7 Actual 2.7
BBK 2.3 Actual 2.7
I&M 1.7 Actual 2.0
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 Actual 0.07
Why were you warning me about I&M. That's +17% vs your estimate. Plus this is just I&M Kenya (KE + TZ) whereas I&M Holdings PAT is even higher since both RW and MU made a profit.

Interesting that DTB, BBK and STB all made 2.7bn ;-)

I also noted the 2.7B equilibrium

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VituVingiSana
#1607 Posted : Thursday, May 31, 2018 12:19:28 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
Ericsson wrote:
Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion.


And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017

A terrible sign. Considering banks exist primarily to lend
Banks are lending. To GoK.
Britam too for the short-term https://www.businessdail...8392-msmo4oz/index.html

You amaze me. Banks are investing in GoK, not lending as defined in elementary economics

Kiingereza ilikuja na meli. Ilifika Nyanza na reli. Laughing out loudly Laughing out loudly Laughing out loudly
At best it would be "investing in GoK bonds" not "investing in GoK" and in any case, it's about the semantics. Banks are lending GoK money.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#1608 Posted : Thursday, May 31, 2018 12:26:13 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
VituVingiSana wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
Ericsson wrote:
Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion.


And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017

A terrible sign. Considering banks exist primarily to lend
Banks are lending. To GoK.
Britam too for the short-term https://www.businessdail...8392-msmo4oz/index.html

You amaze me. Banks are investing in GoK, not lending as defined in elementary economics

Kiingereza ilikuja na meli. Ilifika Nyanza na reli. Laughing out loudly Laughing out loudly Laughing out loudly
At best it would be "investing in GoK bonds" not "investing in GoK" and in any case, it's about the semantics. Banks are lending GoK money.

Hapa siwezi ongezea lolote.. GoK cannot be a borrower to the bank being that in some instances it isn't even a customer of the bank that purchases the paper. Even on the balance sheet such transactions are never listed as loans. Neither do the banks maintain provisions on such 'lending'

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  | | Edit by user: Thursday, May 31, 2018 12:28 PM | Reason: Not specified
obiero
#1609 Posted : Saturday, June 30, 2018 5:59:34 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B:
EQTY 16.4
KCB 15.8
COOP 10.1
DTB 5.7
STBC 5.5
BBK 5.4
SCBK 5.2
I&M 4.1
NIC 2.8
NBK 0.17
HFCK 0.12

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  | | Edit by user: Saturday, June 30, 2018 6:00 PM | Reason: Not specified
obiero
#1610 Posted : Friday, July 27, 2018 4:24:47 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Reporting season around the corner

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266 Pages«<159160161162163>»
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