We will have the banks due to drop in NPLs and Increase in their bond portfolios

We will also have the insurance companies due to the rise in the NSE and increase in their bond portfolios

We will also have manufacturing due to the falling rate which will lead to a fall in finance costs and boost profitability!

That said I would pick one from each sector
1.KCB
2.Kenya re
3.Mumias Sugar

KCB announced it had revised its base rate for normal loans from 22 per cent to 19 per cent while cutting that of mortgages to 18 per cent rate from the previous 19 per cent, the bank’s chief executive Martin Oduor Otieno said.

This is effective on October 1, 2012. On its part, CFC Stanbic lowered its rate from 22.5 per cent to 19 per cent with effect from October 15, 2012. The reductions came only days after the CBK reduced the Central Bank Rate—the rate at which the regulator lends to commercial bank— by350 basis points to 13.50 per cent.