Wazua
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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Veteran Joined: 11/13/2015 Posts: 1,626
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VituVingiSana wrote:MaichBlack wrote:Now bro @Obiero, without "speaking in code" or telling people to "watch and learn", what say you about the Finacial Sector, profitability, growth, investing in it etc.? In simple, clear and straightforward words. New buzz phrases you will eventually seeThe writing is on the wall Meanwhile ABSA declared a 20c interim for 1H25 You mean if I put 2000 bob I get a measly 19 bob 
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Rank: Elder Joined: 7/22/2009 Posts: 7,657
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MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it. For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough! @Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writingNever 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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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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MaichBlack wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it. For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough! @Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing A lie told a lot of times does not change to the truth
KQ ABP 4.48; MTN ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,657
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obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it. For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough! @Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing A lie told a lot of times does not change to the truth Speaking in code I am sure. The writing is on the wall and we should watch and learn I suspect! 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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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it. For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough! @Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing A lie told a lot of times does not change to the truth Speaking in code I am sure. The writing is on the wall and we should watch and learn I suspect! Hehe. Madam. I had the top 10 Kenyan banks results and posted here, before end of June! There's very little that you can teach me http://m.wazua.co.ke/for...&m=914223#post914223
KQ ABP 4.48; MTN ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,657
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obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it. For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough! @Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing A lie told a lot of times does not change to the truth Here we go!!!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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Rank: Elder Joined: 7/22/2009 Posts: 7,657
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obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it. For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough! @Obiero, Click here. I am still waiting for the terrible news in the Financial Sector even though I am not watching and learning. I also don't know which wall I should be looking at for the writing A lie told a lot of times does not change to the truth Speaking in code I am sure. The writing is on the wall and we should watch and learn I suspect! Hehe. Madam. I had the top 10 Kenyan banks results and posted here, before end of June! There's very little that you can teach me http://m.wazua.co.ke/for...amp;m=914223#post914223 ^ Madam!!!???   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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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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Standard Chartered bank reports a massive 21% decline in after tax profit and to make it more horrifying its revenue has declined by a whooping 15%. Watch and learn
KQ ABP 4.48; MTN ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,265 Location: Nairobi
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obiero wrote:Standard Chartered bank reports a massive 21% decline in after tax profit and to make it more horrifying its revenue has declined by a whooping 15%. Watch and learn And yet it's lower expected PAT for FY2025 is higher than HF's market cap. #Lanes Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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VituVingiSana wrote:obiero wrote:Standard Chartered bank reports a massive 21% decline in after tax profit and to make it more horrifying its revenue has declined by a whooping 15%. Watch and learn And yet it's lower expected PAT for FY2025 is higher than HF's market cap. #Lanes Comparing HF to SCBK is like comparing someone in ICU to another who has passed on. It should not be done
KQ ABP 4.48; MTN ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,657
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VituVingiSana wrote:obiero wrote:Standard Chartered bank reports a massive 21% decline in after tax profit and to make it more horrifying its revenue has declined by a whooping 15%. Watch and learn And yet it's lower expected PAT for FY2025 is higher than HF's market cap. #Lanes Wonders never seize!!! A KQ investor is "horrified" by the performance of another entity that just made 8.1 billion half year profit after tax, paid Kshs. 37/= per share dividends FY 2024 and has followed that with Kshs. 8/= interim dividend after the said "horrifying" results. You just can't make this stuff up. 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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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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The writing is on the wall https://www.businessdail...forex-trade-hits-5166132
KQ ABP 4.48; MTN ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,657
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Yet the same banks reported overall profit growth in the same half year under review. 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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Rank: Elder Joined: 12/7/2012 Posts: 11,929
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MaichBlack wrote:Yet the same banks reported overall profit growth in the same half year under review. This writing has been there for over 10+ years, yet we keep going In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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Angelica _ann wrote:MaichBlack wrote:Yet the same banks reported overall profit growth in the same half year under review. This writing has been there for over 10+ years, yet we keep going Moving strong 😄
KQ ABP 4.48; MTN ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,265 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Standard Chartered bank reports a massive 21% decline in after tax profit and to make it more horrifying its revenue has declined by a whooping 15%. Watch and learn And yet it's lower expected PAT for FY2025 is higher than HF's market cap. #Lanes Comparing HF to SCBK is like comparing someone in ICU to another who has passed on. It should not be done In your analogy, I take it HF ni maiti coz SCBK is sending me 8/- in 2 months with even more in 8 months! When will HF send you a dividend?  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,972 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Standard Chartered bank reports a massive 21% decline in after tax profit and to make it more horrifying its revenue has declined by a whooping 15%. Watch and learn And yet it's lower expected PAT for FY2025 is higher than HF's market cap. #Lanes Comparing HF to SCBK is like comparing someone in ICU to another who has passed on. It should not be done In your analogy, I take it HF ni maiti coz SCBK is sending me 8/- in 2 months with even more in 8 months! When will HF send you a dividend? Mzee wangu, memory is letting you down. I got a 183% return on HFC and sold my entire holding in January 2025 http://m.wazua.co.ke/for...ts&t=18276&p=124
KQ ABP 4.48; MTN ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,657
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Angelica _ann wrote:MaichBlack wrote:Yet the same banks reported overall profit growth in the same half year under review. This writing has been there for over 10+ years, yet we keep going Some people already recouped their capital outlay through dividends or are almost there not to mention the capital gains so far and story is still the same!! And you wonder what the alternative should be. 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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Rank: Chief Joined: 1/3/2007 Posts: 18,265 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:[quote=obiero]Standard Chartered bank reports a massive 21% decline in after tax profit and to make it more horrifying its revenue has declined by a whooping 15%. Watch and learn And yet it's lower expected PAT for FY2025 is higher than HF's market cap. #Lanes Comparing HF to SCBK is like comparing someone in ICU to another who has passed on. It should not be done In your analogy, I take it HF ni maiti coz SCBK is sending me 8/- in 2 months with even more in 8 months! When will HF send you a dividend? Mzee wangu, memory is letting you down. I got a 183% return on HFC and sold my entire holding in January 2025 http://m.wazua.co.ke/for...s&t=18276&p=124[/quote]  Glad you cashed in. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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