Wazua
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Equity & KCB ...A goat & A sheep
Rank: Chief Joined: 1/13/2011 Posts: 5,964
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KCB Group: Business & Investment cycles, just like farming, there is a time to 1. SOW & PLANT (EAC expansion & KCB S&L), 2. WEED (Restructuring, Consolidation & G2G Transformation) and lastly, 3. HARVEST & DISTRIBUTE (grab some popcorn spectators)
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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PBT for member at 3Q is equal to the entire 2010...KCB? In fact King James can go on holiday...what ever we make in 4Q goes to the bottomline...KCB had a tax credit last year amounting to Sh1B, How is Britak related to member apart frm Britak owning shares in Equity? or having the same shareholders?
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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@the deal, I disagree when you say King James can go to sleep based on Q3 because writeoffs and adjustments are usually done in Q4 and they can throw up very unpleasant curve balls. But then again KCB is more vulnerable on this score.
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Rank: Elder Joined: 11/14/2007 Posts: 4,152
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Mainat wrote:Everybody seeems to be forgetting who has just overtaken who this yr. KCB used to miles ahead on PBT and BS terms. Equity pulled ahead at H1 and will now continue moving forward. It doesn't matter if you cover the whole of Africa, but your ROA, liquidity metrics are mediocre Valid point, KCB has always been at the front with BBK at a time when no one ever thought EB will ever catch up with them.
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Cde Monomotapa wrote:KCB Group: Business & Investment cycles, just like farming, there is a time to 1. SOW & PLANT (EAC expansion & KCB S&L), 2. WEED (Restructuring, Consolidation & G2G Transformation) and lastly, 3. HARVEST & DISTRIBUTE (grab some popcorn spectators)
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Rank: Veteran Joined: 11/21/2006 Posts: 1,590
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Every yr since memba listed in '06, we've had this debate on this forum. In '06 upto '08, it was between memba and the British duo. Now its yet another mediocre entity. I bought memba in Dec'06 at Ksh134. Since we've had 1 for 3 bonus spilt, and a 1 for 10 spilt. I rest my case. Sehemu ndio nyumba
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Cde Monomotapa wrote:Cde Monomotapa wrote:KCB Group: Business & Investment cycles, just like farming, there is a time to 1. SOW & PLANT (EAC expansion & KCB S&L), 2. WEED (Restructuring, Consolidation & G2G Transformation) and lastly, 3. HARVEST & DISTRIBUTE (grab some popcorn spectators)
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Rank: Elder Joined: 11/7/2007 Posts: 2,182
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Cde Monomotapa wrote:Cde Monomotapa wrote:Cde Monomotapa wrote:KCB Group: Business & Investment cycles, just like farming, there is a time to 1. SOW & PLANT (EAC expansion & KCB S&L), 2. WEED (Restructuring, Consolidation & G2G Transformation) and lastly, 3. HARVEST & DISTRIBUTE (grab some popcorn spectators) and drumrolls................CHAMPAGNE....... LOVE WHAT YOU DO, DO WHAT YOU LOVE.
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Rank: Elder Joined: 2/10/2007 Posts: 1,587
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mwekez@ji wrote:selah wrote:
I think KCB fails to exploit its full potential it's a follower, it needs to be proactive like equity which tends to be lone ranger in most of its business strategies, hence becomes a leader while KCB always plays catch up.
This is not entirely correct; The lion was first Kenyan bank to venture into Southern Sudan and among the 1st in Rwanda. They are exploring Eastern DRC and Zambia. That is not playing catch up.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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At current prices, KCB of course offered a great opportunity for capital gains as well as a healthy dividend yield (At least 10%). That a double combo not many stocks offer Mainat, the thing I love about Equity most is its agility, and as long as James Mwangi is at the helm you know he is always going to push the boundaries and move into uncharted territories. Big things will come from Equity... GOD BLESS YOUR LIFE
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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youcan'tstopusnow wrote:At current prices, KCB of course offered a great opportunity for capital gains as well as a healthy dividend yield (At least 10%). That a double combo not many stocks offer
Mainat, the thing I love about Equity most is its agility, and as long as James Mwangi is at the helm you know he is always going to push the boundaries and move into uncharted territories.
Big things will come from Equity... what things??  faith-based.org
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Cde Monomotapa wrote:KCB Group: Business & Investment cycles, just like farming, there is a time to 1. SOW & PLANT (EAC expansion & KCB S&L), 2. WEED (Restructuring, Consolidation & G2G Transformation) and lastly, 3. HARVEST & DISTRIBUTE (grab some popcorn spectators)
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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When you see it, you will know I am sure you know of the phrase, Faith Without Action Is Dead  So no, it is not 'faith-based.org' but simple fact GOD BLESS YOUR LIFE
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Rank: Veteran Joined: 4/30/2010 Posts: 1,635
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Equity Bank is hiring executives from the international market as it seeks new ideas to gain a larger foothold in the lucrative corporate lending. http://www.businessdaily...6/-/14fshc5/-/index.html
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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youcan'tstopusnow wrote:When you see it, you will know I am sure you know of the phrase, Faith Without Action Is Dead So no, it is not 'faith-based.org' but simple fact
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Roaar!!
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Rank: User Joined: 8/29/2011 Posts: 1,045 Location: Mtaani
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Cde Monomotapa wrote:Roaar!! i can understand your joy !!!!!
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Though i'd appreciate 1 more round of buy side OMO action before year end. Below 16.25.
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Equity & KCB ...A goat & A sheep
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