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Exchange Bar: Results forecast
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Ericsson
#1771 Posted : Saturday, November 24, 2018 12:47:19 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
Ericsson wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q3 2018, PBT figures in KES B:
KCB 24.9 Actual 25.6
EQTY 23.7 Actual 22.4
COOP 15.2 Actual 14.65
SCBK 8.9 Actual 9.2
DTB 8.4 Actual 8.208
BBK 7.9 Actual 7.72
STBC 7.7 Actual 6.7
I&M 6.9
NIC 3.9
NBK 0.33
HFCK 0.071


@Obiero
What happened to Stanbic bank.
Half year 2018 they made a profit of ksh.5.2bn and Q3 6.7bn
Means in the 3 months of Q3 they made a profit of ksh.1.5bn.
And this is a vvs holding

Pure voodoo.. They got hit hard in South Sudan but didn't expect such a result


And there is still exposure in ARM and Karuturi flowers
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#1772 Posted : Saturday, November 24, 2018 9:49:08 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ericsson wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q3 2018, PBT figures in KES B:
KCB 24.9 Actual 25.6
EQTY 23.7 Actual 22.4
COOP 15.2 Actual 14.65
SCBK 8.9 Actual 9.2
DTB 8.4 Actual 8.208
BBK 7.9 Actual 7.72
STBC 7.7 Actual 6.7
I&M 6.9
NIC 3.9
NBK 0.33
HFCK 0.071


@Obiero
What happened to Stanbic bank.
Half year 2018 they made a profit of ksh.5.2bn and Q3 6.7bn
Means in the 3 months of Q3 they made a profit of ksh.1.5bn.
And this is a vvs holding

Kabisa! Applause Applause Applause SAHL wants it all for itself. It's a matter of time before they make another bid.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Saturday, November 24, 2018 10:02 PM | Reason: Not specified
obiero
#1773 Posted : Monday, November 26, 2018 5:45:30 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Bank of Baroda holding 101B in customer deposits as at Q3 2018

KQ ABP 4.26
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Ericsson
#1774 Posted : Tuesday, November 27, 2018 2:50:05 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
Bank of Baroda holding 101B in customer deposits as at Q3 2018


That bank is huge;it's a Tier 2 category.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#1775 Posted : Tuesday, November 27, 2018 5:41:29 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
Ericsson wrote:
obiero wrote:
Bank of Baroda holding 101B in customer deposits as at Q3 2018


That bank is huge;it's a Tier 2 category.

It's very small in branch size, customer count but healthy in pound per punch because it serves the highest Kenya-Asian caste, the Shah family, whose wealth runs a large portion of our economy

KQ ABP 4.26
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obiero
#1776 Posted : Tuesday, November 27, 2018 3:29:15 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
The Exchange Bar Quarterly Forecast for Q3 2018, PBT figures in KES B:
KCB 24.9 Actual 25.6
EQTY 23.7 Actual 22.4
COOP 15.2 Actual 14.65
SCBK 8.9 Actual 9.2
DTB 8.4 Actual 8.208
BBK 7.9 Actual 7.72
STBC 7.7 Actual 6.7
I&M 6.9 Actual 7.6
NIC 3.9
NBK 0.33
HFCK 0.071

KQ ABP 4.26
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mlennyma
#1777 Posted : Tuesday, November 27, 2018 3:57:32 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
obiero wrote:
The Exchange Bar Quarterly Forecast for Q3 2018, PBT figures in KES B:
KCB 24.9 Actual 25.6
EQTY 23.7 Actual 22.4
COOP 15.2 Actual 14.65
SCBK 8.9 Actual 9.2
DTB 8.4 Actual 8.208
BBK 7.9 Actual 7.72
STBC 7.7 Actual 6.7
I&M 6.9 Actual 7.6
NIC 3.9
NBK 0.33
HFCK 0.071

Has Nic joined this bottom 2,by behaviour YEs but by results let me wait.
"Don't let the fear of losing be greater than the excitement of winning."
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obiero
#1778 Posted : Tuesday, November 27, 2018 5:14:57 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
mlennyma wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q3 2018, PBT figures in KES B:
KCB 24.9 Actual 25.6
EQTY 23.7 Actual 22.4
COOP 15.2 Actual 14.65
SCBK 8.9 Actual 9.2
DTB 8.4 Actual 8.208
BBK 7.9 Actual 7.72
STBC 7.7 Actual 6.7
I&M 6.9 Actual 7.6
NIC 3.9
NBK 0.33
HFCK 0.071

Has Nic joined this bottom 2,by behaviour YEs but by results let me wait.

Meanwhile, year on year; I&M totally redefines its raise in NPL percentage, outshining BBK in the negative..

KQ ABP 4.26
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  | | Edit by user: Tuesday, November 27, 2018 5:16 PM | Reason: Not specified
the deal
#1779 Posted : Wednesday, November 28, 2018 8:51:53 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
obiero wrote:
mlennyma wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q3 2018, PBT figures in KES B:
KCB 24.9 Actual 25.6
EQTY 23.7 Actual 22.4
COOP 15.2 Actual 14.65
SCBK 8.9 Actual 9.2
DTB 8.4 Actual 8.208
BBK 7.9 Actual 7.72
STBC 7.7 Actual 6.7
I&M 6.9 Actual 7.6
NIC 3.9
NBK 0.33
HFCK 0.071

Has Nic joined this bottom 2,by behaviour YEs but by results let me wait.

Meanwhile, year on year; I&M totally redefines its raise in NPL percentage, outshining BBK in the negative..


Only problem here is the sharp fall in the core capital /TRWA ratio amid a surge in NPL's... It looks like loan write offs are starting to eat into core capital . I&M bank needs to raise capital soon otherwise trouble is brewing!
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  | | Edit by user: Wednesday, November 28, 2018 9:01 AM | Reason: Not specified
VituVingiSana
#1780 Posted : Wednesday, November 28, 2018 9:51:25 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
obiero wrote:
mlennyma wrote:
obiero wrote:
The Exchange Bar Quarterly Forecast for Q3 2018, PBT figures in KES B:
KCB 24.9 Actual 25.6
EQTY 23.7 Actual 22.4
COOP 15.2 Actual 14.65
SCBK 8.9 Actual 9.2
DTB 8.4 Actual 8.208
BBK 7.9 Actual 7.72
STBC 7.7 Actual 6.7
I&M 6.9 Actual 7.6
NIC 3.9
NBK 0.33
HFCK 0.071

Has Nic joined this bottom 2,by behaviour YEs but by results let me wait.

Meanwhile, year on year; I&M totally redefines its raise in NPL percentage, outshining BBK in the negative..

The surge in NPLs was done in the 4Q 2017 just before IFRS 9 kicked in.
I wonder how much of the increase in NPLs are due to a bone-headed decision to lend to KQ.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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267 Pages«<176177178179180>»
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