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Exchange Bar: Results forecast
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heri
#2201 Posted : Sunday, August 09, 2020 3:28:04 PM
Rank: Member

Joined: 9/14/2011
Posts: 869
Location: nairobi
Horton wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042
@Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2

This is the quarter with full effect of COVID-19.

Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities
3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months.

Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book


Plus those paying interim dividends will retain the norm.
KCB may hike to 1.25


If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels



That would be my get out jail card
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Angelica _ann
#2202 Posted : Sunday, August 09, 2020 7:38:11 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
heri wrote:
Horton wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042
@Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2

This is the quarter with full effect of COVID-19.

Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities
3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months.

Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book


Plus those paying interim dividends will retain the norm.
KCB may hike to 1.25


If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels



That would be my get out jail card


We need more Covid bleeding, let the shares fall fall & fall!!!
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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Ericsson
#2203 Posted : Monday, August 10, 2020 9:32:15 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
ABSA to announce Half year results on August 24
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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young
#2204 Posted : Monday, August 10, 2020 11:02:31 AM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence .

Asante Sana
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Ericsson
#2205 Posted : Monday, August 10, 2020 12:07:46 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence .

Asante Sana


KCB probably will release this week,if I get full information will post.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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mlennyma
#2206 Posted : Monday, August 10, 2020 1:51:06 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought
"Don't let the fear of losing be greater than the excitement of winning."
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Horton
#2207 Posted : Wednesday, August 12, 2020 10:39:48 AM
Rank: Veteran

Joined: 8/30/2007
Posts: 1,558
Location: Nairobi
mlennyma wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought


Anyone got dates for HY release?
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mulla
#2208 Posted : Wednesday, August 12, 2020 12:12:07 PM
Rank: Member

Joined: 6/15/2013
Posts: 301
mlennyma wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought

It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay.
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Ericsson
#2209 Posted : Wednesday, August 12, 2020 1:28:46 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
mulla wrote:
mlennyma wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought

It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay.


Why an abuse.
BAT did it why not them
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#2210 Posted : Wednesday, August 12, 2020 6:28:54 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence .

Asante Sana


KCB probably will release this week,if I get full information will post.


KCB results out.
Details will be on the KCB thread
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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WWW
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