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Exchange Bar: Results forecast
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Horton
#2061 Posted : Wednesday, November 13, 2019 7:44:41 PM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
watesh wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
The gap at the top is widening. Simba on the prowl

Equity has a better spread of businesses (9 countries). I have bet on Equity over KCB.

Ecobank is in even more countries but look at the return and market share. Having many wives doesn't guarantee happiness


Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly



True as we have seen currency is a real threat
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VituVingiSana
#2062 Posted : Wednesday, November 13, 2019 7:48:23 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
obiero wrote:
VituVingiSana wrote:
obiero wrote:
The gap at the top is widening. Simba on the prowl

Equity has a better spread of businesses (9 countries). I have bet on Equity over KCB.

Ecobank is in even more countries but look at the return and market share. Having many wives doesn't guarantee happiness
Laughing out loudly Laughing out loudly Laughing out loudly Anyway, we shall see. I am a long-term guy so I do not mind waiting for a few more years.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#2063 Posted : Wednesday, November 13, 2019 8:03:34 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
obiero wrote:
The gap at the top is widening. Simba on the prowl


Told you after release of Q1 results when Equity bank was ahead that KCB will outpace them in subsequent quarters
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#2064 Posted : Wednesday, November 13, 2019 8:11:58 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
obiero wrote:
VituVingiSana wrote:
obiero wrote:
The gap at the top is widening. Simba on the prowl

Equity has a better spread of businesses (9 countries). I have bet on Equity over KCB.

Ecobank is in even more countries but look at the return and market share. Having many wives doesn't guarantee happiness


Kcb Q3 2018 is higher than Equity group Q3 2019.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#2065 Posted : Wednesday, November 13, 2019 8:12:52 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ericsson wrote:
obiero wrote:
The gap at the top is widening. Simba on the prowl

Told you after release of Q1 results when Equity bank was ahead that KCB will outpace them in subsequent quarters

Hare vs Tortoise?

Oigara wants to leave with a huge payday in 2-3 years.
JM ako pale until 2040 Laughing out loudly

As Munger/Buffett said, this is a marathon not a sprint.

Good luck to all.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#2066 Posted : Wednesday, November 13, 2019 8:13:54 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
obiero wrote:
The gap at the top is widening. Simba on the prowl

And in the Q3 results they haven't included NBK
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#2067 Posted : Wednesday, November 13, 2019 8:42:52 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,219
Location: nairobi
Ericsson wrote:
obiero wrote:
The gap at the top is widening. Simba on the prowl

And in the Q3 results they haven't included NBK

Exactly! KES 300m on top for full year PBT, then next year will be full amalgamation of the reporting. A jaggernaut with projected FY PBT of KES 37B

KQ ABP 4.26
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Ericsson
#2068 Posted : Thursday, November 14, 2019 9:48:01 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
obiero wrote:
Exchange Bar Quarterly Forecast for Q3 2019, PBT figures in KES B:
KCB 26.8 Actual 27.1
EQTY 25.1 Actual 24.78
COOP 15.5 Actual 15.454
NCBA 10.6
SCBK 10.1
I&M 9.1
BBK 9.1
STANB 9
DTB 8.8
HFCK 0.012


Coop bank 15.454bn
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#2069 Posted : Sunday, November 17, 2019 10:10:00 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
VituVingiSana wrote:
Ericsson wrote:
obiero wrote:
The gap at the top is widening. Simba on the prowl

Told you after release of Q1 results when Equity bank was ahead that KCB will outpace them in subsequent quarters

Hare vs Tortoise?

Oigara wants to leave with a huge payday in 2-3 years.
JM ako pale until 2040 Laughing out loudly

As Munger/Buffett said, this is a marathon not a sprint.

Good luck to all.


KCB Bank kenya makes more profits than the whole of Equity group.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#2070 Posted : Monday, November 18, 2019 5:27:53 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
obiero wrote:
The gap at the top is widening. Simba on the prowl

Told you after release of Q1 results when Equity bank was ahead that KCB will outpace them in subsequent quarters

Hare vs Tortoise?

Oigara wants to leave with a huge payday in 2-3 years.
JM ako pale until 2040 Laughing out loudly

As Munger/Buffett said, this is a marathon not a sprint.

Good luck to all.


KCB Bank kenya makes more profits than the whole of Equity group.

100% Irrelevant. IRRELEVANT. Shame on you

What you are buying are shares e.g 100 shares.
There's a price per share.
It's entirely irrelevant what the firm makes in profit vs what your share(s) makes aka EPS. The higher the growth in EPS the better for your shares.

Then there is the share price. There's Price/Earnings Ratio. And a Price/Book Ratio. The lower the PER and PB when you buy your shares then the better it is. The higher the expansion of the PER and PB of your shares in subsequent years is better for you.

Similar argument for dividends.

The share price in x (5,8,10, etc) years + dividends received (adjusted for inflation) - share price in Nov 2019 = Total Return per Share.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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