wazua Tue, Mar 24, 2026
Welcome Guest Search | Active Topics | Log In

2 Pages12>
I&M Holdings FY15 earnings up 20%
Options
Previous Topic · Next Topic
Pesa Nane
#1 Posted : Friday, March 25, 2016 12:29:40 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
I&M Holdings FY15

Pesa Nane plans to be shilingi when he grows up.
Back to top
  | | Edit by moderator: Friday, March 25, 2016 9:13 PM | Reason: Title expanded
Pesa Nane
#2 Posted : Friday, March 25, 2016 12:38:31 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Div. Ksh 3.50
Payable 23 May 2016
Register Closes 04 May 2016
Pesa Nane plans to be shilingi when he grows up.
Back to top
  |
Pesa Nane
#3 Posted : Friday, March 25, 2016 12:41:58 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
AGM at Panafric 18 May 2016
Pesa Nane plans to be shilingi when he grows up.
Back to top
  |
Angelica _ann
#4 Posted : Friday, March 25, 2016 2:33:54 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,935
Bring this mbus to my portfolio!!!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Back to top
  |
Aguytrying
#5 Posted : Saturday, March 26, 2016 11:03:16 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Angelica _ann wrote:
Bring this mbus to my portfolio!!!


Look at that eps. 17! At 100 bob. That makes pe at 5.88, at such A well run, clean loan booked bank. Good results sell themselves
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  | | Edit by user: Saturday, March 26, 2016 12:19 PM | Reason: Not specified
Spikes
#6 Posted : Saturday, March 26, 2016 11:20:07 AM
Rank: Elder

Joined: 9/20/2015
Posts: 2,811
Location: Mombasa
Aguytrying wrote:
Angelica _ann wrote:
Bring this mbus to my portfolio!!!


Look at that eps. 17! At 100 bob. That makes pe at 5.88, at such A well run back. Good results sell themselves


A praiseworthy performance! Metrics are broadly strong. Thumbs up I&M bank ltd.
John 5:17 But Jesus replied, “My Father is always working, and so am I.”
Back to top
  |
Othelo
#7 Posted : Saturday, March 26, 2016 11:58:33 AM
Rank: User

Joined: 1/20/2014
Posts: 3,528
VVS has be a lone ranger in this mbus, Applause Applause Applause
Formal education will make you a living. Self-education will make you a fortune - Jim Rohn.
Back to top
  |
VituVingiSana
#8 Posted : Monday, March 28, 2016 11:46:08 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
Othelo wrote:
VVS has be a lone ranger in this mbus, Applause Applause Applause

I am a Warren Buffett fan. He was a student of Benjamin Graham who said:

"In the short term the market is a popularity contest; in the long term it is a weighing machine."

I believe I&M has a relatively clean loan book. I hope the CBK has been on them in 2015 to make sure all NPLs have been booked. The IFC, DEG and Proparco also give I&M funds to on-lend so I take it they look at I&M closely. And they should for the shareholders' sake!

If anything, I'd like I&M to 'over-book' NPLs [as well as provide for them] as a precautionary measure. The collapse of Imperial & the takeover of Giro slated for 2016 should bump up the market share in 2016.

I am happy to pick 'marathon runners' when I am looking at my retirement.

Unga - Food [We have to eat]
I&M - Banking [It is not going anywhere]
KK - Fuel [The demise of petroleum any time soon is premature]
KenRe - Insurance [You need it. Your family needs it]
Williamson - Tea [Simple pleasures of life. For thousands of years]

They above will suffer in some years but I can afford to run like Kenya's long distance runners. No need to show off for 100m, 500mn, 5km, 10km... I want to finish the marathon.

I am waiting for KenRe to announce. I expect a good profit thanks to the HUGE bond portfolio but I hope they didn't invest in Imperial Bank bonds or accounts.

Williamson FYE is 30 March. Good rains. Good prices. Decent exchange rate. An excellent 1H. I expect a bombastic 2H. 2 years running it has paid 40/- in dividends. I am a happy camper.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
Aguytrying
#9 Posted : Tuesday, March 29, 2016 1:53:41 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
Othelo wrote:
VVS has be a lone ranger in this mbus, Applause Applause Applause

I am a Warren Buffett fan. He was a student of Benjamin Graham who said:

"In the short term the market is a popularity contest; in the long term it is a weighing machine."

I believe I&M has a relatively clean loan book. I hope the CBK has been on them in 2015 to make sure all NPLs have been booked. The IFC, DEG and Proparco also give I&M funds to on-lend so I take it they look at I&M closely. And they should for the shareholders' sake!

If anything, I'd like I&M to 'over-book' NPLs [as well as provide for them] as a precautionary measure. The collapse of Imperial & the takeover of Giro slated for 2016 should bump up the market share in 2016.

I am happy to pick 'marathon runners' when I am looking at my retirement.

Unga - Food [We have to eat]
I&M - Banking [It is not going anywhere]
KK - Fuel [The demise of petroleum any time soon is premature]
KenRe - Insurance [You need it. Your family needs it]
Williamson - Tea [Simple pleasures of life. For thousands of years]

They above will suffer in some years but I can afford to run like Kenya's long distance runners. No need to show off for 100m, 500mn, 5km, 10km... I want to finish the marathon.

I am waiting for KenRe to announce. I expect a good profit thanks to the HUGE bond portfolio but I hope they didn't invest in Imperial Bank bonds or accounts.

Williamson FYE is 30 March. Good rains. Good prices. Decent exchange rate. An excellent 1H. I expect a bombastic 2H. 2 years running it has paid 40/- in dividends. I am a happy camper.


Amen
The investor's chief problem - and even his worst enemy - is likely to be himself
Back to top
  |
VituVingiSana
#10 Posted : Thursday, March 31, 2016 1:08:31 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,349
Location: Nairobi
http://www.cnbcafrica.co...deo/?bctid=4821536400001
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
2 Pages12>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.