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KCB buy buy buy
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VituVingiSana
#81 Posted : Tuesday, December 31, 2013 1:23:00 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,057
Location: Nairobi
From what I gather 11% of profits came from SS for KCB. For discussion purposes, if the SS profit in 2014 is halved then the hurt will be in the EPS. Applying a PER to the EPS means the price MAY [not will] fall. KCB has been playing fast & loose with NPL exposure. Look at the 3Q results with a HUGE net exposure to NPLs. This will grow with SS problems if they have lent to entities with assets [cars, trucks] stuck in SS.

I think NIC, DTB & I&M are better bets with growth in more stable but less profitable countries like Rwanda & Tanzania.

Who is going to deposit cash into KCB (SS) at this time? If anything, folks will go to take their cash out. During a war or panic, cash is 'valuable' in hand not in a bank account!

Longer Term: I expect SS to calm down & that's the time I will look at KCB [hoping the price falls substantially]
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Kaffir
#82 Posted : Thursday, January 16, 2014 10:22:51 PM
Rank: Member


Joined: 5/8/2008
Posts: 77
Looks KCB will take abit of a hit after all

http://www.thepeople.co....d-south-sudan-conflict/

Especially if the business wasnt insured! I presume they were the only Kenya bank operating in Bentiu, so a US$500,000 loss in that branch alone!

http://www.star-telegram...ence-seen-in-south.html

We wait to see how it will be reflected in their books - whether end year 2013, or q1 2014 books
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obiero
#83 Posted : Thursday, January 16, 2014 11:12:27 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
Kaffir wrote:
Looks KCB will take abit of a hit after all

http://www.thepeople.co....d-south-sudan-conflict/

Especially if the business wasnt insured! I presume they were the only Kenya bank operating in Bentiu, so a US$500,000 loss in that branch alone!

http://www.star-telegram...ence-seen-in-south.html

We wait to see how it will be reflected in their books - whether end year 2013, or q1 2014 books

Surely @kaffir you needed 1month to arrive at that observation? @wazua republic dont blindy follow that simplistic fellow who was mentioning write offs!

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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jawgey
#84 Posted : Friday, January 17, 2014 3:10:25 PM
Rank: Member


Joined: 1/13/2014
Posts: 378
Location: Denmark
Kaffir wrote:
Looks KCB will take abit of a hit after all

http://www.thepeople.co....d-south-sudan-conflict/

Especially if the business wasnt insured! I presume they were the only Kenya bank operating in Bentiu, so a US$500,000 loss in that branch alone!

http://www.star-telegram...ence-seen-in-south.html

We wait to see how it will be reflected in their books - whether end year 2013, or q1 2014 books


i highly doubt they werent insured. ofcos they knew they were entering in a risky country to do business. nevertheless, business was disrupted and it will definitely be reflected in their books
Seeing is believing
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obiero
#85 Posted : Saturday, February 01, 2014 6:08:54 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
everyone is quiet.. still buy buy buy? :)

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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VituVingiSana
#86 Posted : Saturday, February 01, 2014 11:30:11 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,057
Location: Nairobi
obiero wrote:
everyone is quiet.. still buy buy buy? :)
It is good to see prices falling further. I am waiting for a comfy entry level in some stocks I missed out on.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#87 Posted : Monday, February 03, 2014 1:46:14 AM
Rank: Chief


Joined: 1/3/2007
Posts: 18,057
Location: Nairobi
http://www.businessdaily.../-/8vn0etz/-/index.html

Bad loans jump to Sh80bn over late pay to contractors - NPLs are going to grow even further with the current CBK rules. And KCB is one of the larger lenders in the government construction business.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#88 Posted : Tuesday, February 04, 2014 7:37:47 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
ule mtu wa 'profits even if we write off south sudan' yuko wapi???? as I often say, the best vision is foresight www.businessdailyafrica....4/-/14r01tb/-/index.html

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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SittingPretty
#89 Posted : Wednesday, February 26, 2014 3:05:20 PM
Rank: Member


Joined: 2/16/2013
Posts: 123
Location: MSA
What's the volume spike on KCB?
Timely advice is as lovely as golden apples in a silver basket. Proverbs 25:11
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FUNKY
#90 Posted : Wednesday, February 26, 2014 3:18:18 PM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
It maybe some good news must have been leaked as results are due anytime.
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Aguytrying
#91 Posted : Wednesday, February 26, 2014 3:27:04 PM
Rank: Elder


Joined: 7/11/2010
Posts: 5,040
FUNKY wrote:
It maybe some good news must have been leaked as results are due anytime.


... or bad news
The investor's chief problem - and even his worst enemy - is likely to be himself
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FUNKY
#92 Posted : Wednesday, February 26, 2014 3:30:56 PM
Rank: Veteran


Joined: 4/30/2010
Posts: 1,635
Aguytrying wrote:
FUNKY wrote:
It maybe some good news must have been leaked as results are due anytime.


... or bad news


Hope its only good news Applause
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chaimani
#93 Posted : Wednesday, February 26, 2014 3:38:56 PM
Rank: New-farer


Joined: 2/26/2012
Posts: 25
Location: moscow na muranga
FUNKY wrote:
Aguytrying wrote:
FUNKY wrote:
It maybe some good news must have been leaked as results are due anytime.


... or bad news


Hope its only good news Applause



announcing Full year 2013 tomorrow 27/2/2014
chasing after the wind
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georgegop
#94 Posted : Wednesday, February 26, 2014 7:57:10 PM
Rank: Member


Joined: 8/30/2010
Posts: 183
Location: Migingo
Foreign investors' bet on KCB dividend raises trade volume
Don't Work for Money, Let Money Work for You..
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Siringi
#95 Posted : Thursday, February 27, 2014 11:25:42 AM
Rank: Elder


Joined: 6/8/2013
Posts: 2,517
ROOOAAAAAAR
Lion eating the antelopes



"😖😡KQ makes money for everyone except the shareholder 😏😏 " overheard in Wazua
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Siringi
#96 Posted : Thursday, February 27, 2014 11:38:26 AM
Rank: Elder


Joined: 6/8/2013
Posts: 2,517
First results under new Digital MD No?

"😖😡KQ makes money for everyone except the shareholder 😏😏 " overheard in Wazua
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theking
#97 Posted : Wednesday, October 01, 2014 10:22:16 AM
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Joined: 1/25/2010
Posts: 344
huge trades on KCB, any news?
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Okonkwo
#98 Posted : Wednesday, October 01, 2014 10:36:10 AM
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Joined: 1/29/2009
Posts: 85
Wazua's - where do you check demand vs supply these days. The nellydata I was using never works. Pls guide
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jerry
#99 Posted : Wednesday, October 01, 2014 10:52:55 AM
Rank: Elder


Joined: 9/29/2006
Posts: 2,570
Okonkwo wrote:
Wazua's - where do you check demand vs supply these days. The nellydata I was using never works. Pls guide

Register for online trading!
The opposite of courage is not cowardice, it's conformity.
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Okonkwo
#100 Posted : Wednesday, October 01, 2014 11:18:42 AM
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Joined: 1/29/2009
Posts: 85
Jerry - Which website for online trading so that I register? Is it payable and how much?
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