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KCB 2018 and Beyond
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My 2 cents
#741 Posted : Thursday, November 23, 2023 11:19:29 AM
Rank: Veteran


Joined: 6/2/2010
Posts: 1,066
The CEO is a bit of a jokestar but I believe he will deliver - after watching the 3 hour presentation yesterday, my confidence in KCB is somewhat restored.

https://www.youtube.com/...64w4ev07ugI&t=10758s
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VituVingiSana
#742 Posted : Thursday, November 23, 2023 12:57:00 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
My 2 cents wrote:
Oigara did not deserve the more than half a billion shillings paid to him in bonuses. I certainly hope Russo knows what he is doing.

How he got that employment/bonus contract beats me...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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littledove
#743 Posted : Friday, December 29, 2023 8:24:18 AM
Rank: Veteran


Joined: 7/1/2014
Posts: 903
Location: sky
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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VituVingiSana
#744 Posted : Friday, December 29, 2023 11:01:00 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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wukan
#745 Posted : Saturday, December 30, 2023 8:50:07 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,589
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


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VituVingiSana
#746 Posted : Saturday, December 30, 2023 1:25:18 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
wukan wrote:
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


Aren't we looking at prices today vs yesterday?
It does not benefit me one bit what yesterday's price was.
I have to pay today's price.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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wukan
#747 Posted : Sunday, December 31, 2023 8:44:10 AM
Rank: Veteran


Joined: 11/13/2015
Posts: 1,589
VituVingiSana wrote:
wukan wrote:
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


Aren't we looking at prices today vs yesterday?
It does not benefit me one bit what yesterday's price was.
I have to pay today's price.


Would it matter if you pay today's price at 21.95 and KCB missed to pay its 3 bob dividend and the price settles at 27 because of improved CAR?
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Ericsson
#748 Posted : Monday, January 01, 2024 9:54:34 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
VituVingiSana wrote:
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB can afford to pay dividend using profits from the subsidiaries.
Equity share price falling may be due to possibility of a dividend cut come FY2023.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#749 Posted : Tuesday, January 02, 2024 10:21:35 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
wukan wrote:
VituVingiSana wrote:
wukan wrote:
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


Aren't we looking at prices today vs yesterday?
It does not benefit me one bit what yesterday's price was.
I have to pay today's price.


Would it matter if you pay today's price at 21.95 and KCB missed to pay its 3 bob dividend and the price settles at 27 because of improved CAR?


I would rather look at other options than KCB for now at 22 for my own peace of mind.

2x ABSA at 11
For Equity, I would like to get back in but at a lower price.
0.8 I&M at 17.50

Good Luck!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#750 Posted : Tuesday, January 02, 2024 10:23:15 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB can afford to pay dividend using profits from the subsidiaries.
Equity share price falling may be due to possibility of a dividend cut come FY2023.

Which subsidiaries has the ability to send cash up to the Group for distribution as a dividend after funding their expansion requirements?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#751 Posted : Wednesday, January 03, 2024 8:49:05 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
VituVingiSana wrote:
Ericsson wrote:
VituVingiSana wrote:
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB can afford to pay dividend using profits from the subsidiaries.
Equity share price falling may be due to possibility of a dividend cut come FY2023.

Which subsidiaries has the ability to send cash up to the Group for distribution as a dividend after funding their expansion requirements?


Tanzania
Rwanda
Burundi
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#752 Posted : Sunday, January 07, 2024 11:54:34 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,097
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
VituVingiSana wrote:
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB can afford to pay dividend using profits from the subsidiaries.
Equity share price falling may be due to possibility of a dividend cut come FY2023.

Which subsidiaries has the ability to send cash up to the Group for distribution as a dividend after funding their expansion requirements?


Tanzania
Rwanda
Burundi

All 3 have FX issues but good luck.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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mufasa
#753 Posted : Tuesday, February 20, 2024 6:00:38 PM
Rank: Member


Joined: 4/15/2008
Posts: 200
Alright, time to take a look at this stock.

I think it would be prudent to stock up right about now.
Do it today! Tomorrow is promise to no-one.
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Moibutu
#754 Posted : Wednesday, February 21, 2024 10:49:32 AM
Rank: Member


Joined: 9/12/2008
Posts: 58
Can Kcb offer 2 bob dps?
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Sir invest
#755 Posted : Wednesday, February 21, 2024 11:26:43 AM
Rank: Member


Joined: 8/19/2015
Posts: 125
Yes. But 3 bob will be a surprise to many.
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littledove
#756 Posted : Thursday, February 22, 2024 4:36:57 PM
Rank: Veteran


Joined: 7/1/2014
Posts: 903
Location: sky
Sir invest wrote:
Yes. But 3 bob will be a surprise to many.

This one i bought heavily at 18 and below, i expect them to resume paying dividend of atleast 3bob by next year, that would be a very good yield at my current average. This year i don't expect much but at least 2bob will be appreciated
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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mlennyma
#757 Posted : Wednesday, March 20, 2024 2:01:12 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,183
Location: nairobi
Fireworks.. Supply has dried at 26.70
"Don't let the fear of losing be greater than the excitement of winning."
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cnn
#758 Posted : Wednesday, March 20, 2024 3:30:42 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
mlennyma wrote:
Fireworks.. Supply has dried at 26.70

NBK possible sale...sold some of the ones i purchased below
20.
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cnn
#759 Posted : Wednesday, March 20, 2024 4:24:29 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
cnn wrote:
mlennyma wrote:
Fireworks.. Supply has dried at 26.70

NBK possible sale...sold some of the ones i purchased below
20.

Full year results being released at this moment
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cnn
#760 Posted : Wednesday, March 20, 2024 5:17:10 PM
Rank: Veteran


Joined: 6/17/2009
Posts: 1,619
cnn wrote:
cnn wrote:
mlennyma wrote:
Fireworks.. Supply has dried at 26.70

NBK possible sale...sold some of the ones i purchased below
20.

Full year results being released at this moment

Appears like no dividend
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