I'd put it this way;
A. Agriculturals - NONE
B. Automobiles n Accesories - NONE
C. Banks - HFCK, CFC
D. Commercial n Services - NONE
E. Construction n Allied - E.A Cables,
F. Energy n Petroleum - Total
G. Insurance - Britam, Kenya Re
H. Investment - NONE
I. Manufacturing n Allied - BOC
J. Telecomm n Technology - NONE

But watch out for most banks, they are good in cooking figures. With a peaceful election almost assured, Insurance may make money.

what are the prospects for BBK?

My take is that its expensive for a rally to happen now.

Why you may ask.

- At 16/-, its 2.95 times its Net Book Value,

- At 16/-, the dividend yield is 6.25p.c, but 30p.c of the dividend has already been 'eaten' in August last year, so u will buying 4.375p.c div yield (remove 5p.c witholding tax and 1.9-2.1p.c broker commision each for buy and sell orders).

Got lucky on these two. its only the beginning
WTK then 200 now 219.
CFCI then 7.00, now 7.75

With the completion of a violence free election,my stock picking focus is now on the following:-
a) CFC Stanbic Holdings:- with an earnings per share of 9.9,at ksh 60...it one of the cheapest banking stocks in nse. The eps is sustainable because it was boosted by its forex business.
b) Rea vipingo:- At a price of around 21, it has a 5% dividend yield and an eps of around 7 ksh. This translates to a p/e of 3. On the sustainability of the eps,it is sustainable evidenced by the full year results of 2012 which confirms that Ksh 7 per share is the normal.
As the results of companies continue to trickle in,I will continue identifying new investment opportunities. I may be very wrong, but again, I may be right.

I'd be comfortable with CFC at 52.5 but thats ambitious at the moment.

Dig into wazua archives for info on this, and consult one Guka aka @Njunge, the sugar baron and other wazuans who have bitten the dust

BBK is my next big bet based purely on the strong foreign inflows into the counter the past one month.One day supply shall dry up and demand shall be constant ,then the price shall rise

Jubilee and KenRe with a one month timeline to add a minimum 25% due to expected good results with dividends and perhaps a bbonus boosting their price

C0-op in the medium term due to its Ksh 19Bil cash reserve for expansion in the next 1 year plus a div of 0.5. post expansion co-op should double its value