I am not so sure about KK, but KPLC and KCB are both good companies. I expect KCB to give higher returns in the short and medium term.KPLC on the other hand is likely to follow the path of the GDP, possibly growing at a slightly higher rate that the GDP. I therefore expect medium to long term returns for KPLC. I would split my capital in the ratio of 7:3 for KCB and KPLC respectively.

With the results KCB has released, I am happy to have added onto KCB making it the largest financial stock in my portfolio. What's even more interesting is that these results point to the fact that KCB is quite capable of increasing its EPS to Kshs 5 within the next 2-3 years given the inefficiences that are still so apparent. Can you imagine where that will take the KCB price to?

If BBK can make 10.8 billion PBT with a balance sheet of 172 B, it should be possible for KCB to make over 15 billion with its 251 B.

BTW, I also hold KK but have not added any for a while. I sold off all my Kshs 19.50 KPLC rights a while ago and walked away with 20% gains. I am not convinced that KPLC will move much until the rights story becomes a distant memory just like happened with KCB. There is always the possibility that KK will surprise us BIG one of these fine days, but with the oil price moving all over the place, the uncertainty on this is higher. This leaves me with the conclusion that if I had to choose just one of the 3, I would stick with KCB.

So can we revisit KCB hitting 60 bob this year?

@Proverb..cool then it's accumilation till NSE comes around. Equity is given a p/e of 20. With KCBs 2.7 eps..what's the math?

@Proverb..he he..I appreciate and respect what Equity does in terms of financial inclusion & empowerment and for that reason I prefer KCB where the real owners of industry might bank coz at the end of the day they retain the most of mwananchi money