Wazua
»
Investor
»
Stocks
»
KCB @ 90 bob by end year!?!
Rank: Member Joined: 6/25/2010 Posts: 176
|
still with all the rumble,its been a while since i saw KCB demand that high Rule No.1 is never lose money. Rule No.2 is never forget rule number one
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
dave.kim wrote:still with all the rumble,its been a while since i saw KCB demand that high Yap. Those were over 3M shares @ 25.75 to one foreign buyer a bit earlier. Loar!!
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
The beauty of the national budget's y-o-y growth is its direct co-relation to the growth of our customer deposits c/o Govt. Agencies hence, further room for loan book growth 
|
|
|
Rank: New-farer Joined: 3/29/2011 Posts: 56 Location: Kenya
|
A look at where Kenya Commercial Bank will be in 2 years if everything goes according to plan. LINK: KCB: 2 YEARS DOWN THE LINE
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
kenyainvesting.blogspot.com wrote: nice article The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
Aguytrying wrote:kenyainvesting.blogspot.com wrote: nice article Brings out what really matters. Cheers.
|
|
|
Rank: New-farer Joined: 3/29/2011 Posts: 56 Location: Kenya
|
Cde Monomotapa wrote:Aguytrying wrote:kenyainvesting.blogspot.com wrote: nice article Brings out what really matters. Cheers. Cheers both of you!
|
|
|
Rank: Veteran Joined: 3/12/2010 Posts: 1,199 Location: Eastlander
|
kenyainvesting.blogspot.com wrote: interesting. though utopianish!  ..please analyse components of operating costs. they'll shade a light as to why KCB can NEVER cut cost by half. ..not only KCB but entire banking industry. Especially the human factor of the costs. ..not even when they outsource entire cash handling (bank tellers etc) to courier/money transfer companies e.g wells fargo or G4S etc..companies involved with cash transit. ..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks. http://www.abndigital.co...n-in-loan-for-expansion
KCB (UG) - Making The Difference. LOAR!!!
|
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
kenyainvesting.blogspot.com wrote:Cde Monomotapa wrote:Aguytrying wrote:kenyainvesting.blogspot.com wrote: nice article Brings out what really matters. Cheers. Cheers both of you! Congrats, the analysis is great. I think KCB has a huge potential upsurge and I believe institutional investors are looking the direction the Bank's re-structuring is heading to. Should all look ok, we might never see KCB below 30 again.
|
|
|
Rank: Member Joined: 1/29/2011 Posts: 257
|
Seeing that we are on the issue of speculating on future prices... I believe the share prices below are realistic, but which is more likely by end of 2011, and why/why not?... Safaricom @4.50 (current @3.95); Equity @28.00 (current @25.25) KCB @28.00 (current @25.50) KK @10.50 (current @9.70)   "All intelligent investing is value investing -- acquiring more than you are paying for. You must value the business in order to value the stock." - Charlie Munger.
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
Cde Monomotapa wrote:Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks. http://www.abndigital.co...n-in-loan-for-expansion
KCB (UG) - Making The Difference. LOAR!!!
|
|
|
Rank: Member Joined: 12/11/2006 Posts: 896
|
Cde Monomotapa wrote:Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks. http://www.abndigital.co...n-in-loan-for-expansion
KCB (UG) - Making The Difference. LOAR!!! damn, why was equity left out “Invest in yourself. Your career is the engine of your wealth.”
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
ngapat wrote:Cde Monomotapa wrote:Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks. http://www.abndigital.co...n-in-loan-for-expansion
KCB (UG) - Making The Difference. LOAR!!! damn, why was equity left out They gave 'Kanjo' all their money Just kidding. Member bado! GOD BLESS YOUR LIFE
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
earthvoice wrote:Seeing that we are on the issue of speculating on future prices... I believe the share prices below are realistic, but which is more likely by end of 2011, and why/why not?... Safaricom @4.50 (current @3.95); Equity @28.00 (current @25.25) KCB @28.00 (current @25.50) KK @10.50 (current @9.70) kcb and equity at 28.00 is very possible. Due to fantastic y o y growth, and foreign investor support. Equity coz of agents i think it will really increase the no. Of customers, and the bottom line. And lets not forget, these two are 1st and second so far this yr in banks profitability and think the market will reward that. Your other picks are highly possible if not conservative. The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
youcan'tstopusnow wrote:ngapat wrote:Cde Monomotapa wrote:Uganda's biggest mobile phone operator, MTN, raised $100 million from a syndicated loan for network expansion...Banks involved include the Ugandan units of Stanbic Bank SBU.UG, Standard Chartered, Kenya Commercial Bank KCB.UG and Barclays Bank. Others are DFCU DFCU.UG and Orient Banks. http://www.abndigital.co...n-in-loan-for-expansion
KCB (UG) - Making The Difference. LOAR!!! damn, why was equity left out They gave 'Kanjo' all their money Just kidding. Member bado! As Equity is the king in Retail banking..KCB is king in Corporate banking.
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,223 Location: Nairobi
|
@Cde: KCB does a lot of financing for fuel... that's why the lending has jumped since fuel prices have jumped. Say 100,000,000 litres imported monthly @ $0.50 = $50mn (2009) In 2010 the same 100mn litres jumped in price to $0.75 = $75mn Add financing for Rwanda, Uganda, etc for many of these OMCs & you can see the numbers jumping... Now going to OTHER corporate biashara... BBK, SCBK, Citibank, etc are the leaders. Not to forget the Tier 2 banks likes NIC, DTB, I&M, etc who are also in this sector... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 1/13/2011 Posts: 5,964
|
That's very true @VVS abt KCB thus in addition to financing due to high import bill, their forex earnings are boosted with volatility like recently. Soon & very soon Kenyan banks will dilute those beberu banks. I detest seeing them mentioned. I rest assured when I see our local banks relentlessly scaling up & Kenyans continuing to have faith in them. Beberu arudi kwao!!
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,223 Location: Nairobi
|
@cde: I am not a huge fan of KCB. Not yet anyway. They need to completely clean house of the managers who were involved in Triton, etc Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
Competition is good as I'm sure if Equity or KCB were the only players in the market they would squeeze every dime out of their customers. Loans would be at 25%. Mtado? ************************************************* These two counters moved over 3.6 million shares each today, accounting for 59% of turnover. GOD BLESS YOUR LIFE
|
|
|
Wazua
»
Investor
»
Stocks
»
KCB @ 90 bob by end year!?!
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.
|