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FULL YEAR 2012 BANKING SECTOR VALUATION
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Aguytrying
#31 Posted : Saturday, March 09, 2013 8:06:17 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
mwekez@ji wrote:
youcan'tstopusnow wrote:
mwekezaji, I get you. I think HF+Equity provides a good mix of exposure to the banking sector

NB: Equity Bank books closure Friday 15th March


smile (one Tier II + one Tier I) HF + Equity it is. Already in HF and have put eyes on Equity. NIC + KCB is another combo worth a thought at the right price


doesn't equity's p/b of 2.59 put you off? A fantastic company and stock though
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#32 Posted : Saturday, March 09, 2013 9:25:48 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Aguytrying wrote:
mwekez@ji wrote:
youcan'tstopusnow wrote:
mwekezaji, I get you. I think HF+Equity provides a good mix of exposure to the banking sector

NB: Equity Bank books closure Friday 15th March


smile (one Tier II + one Tier I) HF + Equity it is. Already in HF and have put eyes on Equity. NIC + KCB is another combo worth a thought at the right price


doesn't equity's p/b of 2.59 put you off? A fantastic company and stock though


Equity Bank is a money making machine (ROA & ROE) so its bound to be priced at a premium. Looking to start buying from P/B of 2x and P/E of 7.25x. I think those who got in at a price of KES 16 at the beginning of last year are a very lucky lot
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Cde Monomotapa
#33 Posted : Sunday, March 10, 2013 5:00:48 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
mwekez@ji wrote:
Aguytrying wrote:
mwekez@ji wrote:
youcan'tstopusnow wrote:
mwekezaji, I get you. I think HF+Equity provides a good mix of exposure to the banking sector

NB: Equity Bank books closure Friday 15th March


smile (one Tier II + one Tier I) HF + Equity it is. Already in HF and have put eyes on Equity. NIC + KCB is another combo worth a thought at the right price


doesn't equity's p/b of 2.59 put you off? A fantastic company and stock though


Equity Bank is a money making machine (ROA & ROE) so its bound to be priced at a premium. Looking to start buying from P/B of 2x and P/E of 7.25x. I think those who got in at a price of KES 16 at the beginning of last year are a very lucky lot

When you think of a earnest KCB already working toward Equity's stellar Stats then you might want to consider KCB more. As Buffett qouted Gretsky*, "I skate to where the puck is going to be, not where it has been." #Tafakari
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  | | Edit by user: Sunday, March 10, 2013 5:27 PM | Reason: ya babu...
tony stark
#34 Posted : Monday, March 11, 2013 7:20:09 PM
Rank: Veteran

Joined: 7/8/2008
Posts: 947
Cde Monomotapa wrote:


Equity Bank is a money making machine (ROA & ROE) so its bound to be priced at a premium. Looking to start buying from P/B of 2x and P/E of 7.25x. I think those who got in at a price of KES 16 at the beginning of last year are a very lucky lot

When you think of a earnest KCB already working toward Equity's stellar Stats then you might want to consider KCB more. As Buffett qouted Gretsky*, "I skate to where the puck is going to be, not where it has been." #Tafakari[/quote]

Hi comrade monomotapa,

Can you decipher what your fellow zimbabweans are saying about Kenya elections in the comment section of your auspicious news paper in the link below?

Are they comparing CORD to MDC and Jubilee to Zanu PF?

Link
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youcan'tstopusnow
#35 Posted : Monday, March 11, 2013 7:36:22 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
The High Court has stopped Kenya Revenue Authority (KRA) from charging excise duty on money transfer products run by banks, cushioning consumers from paying additional charges on
services like ATM withdrawals.
http://www.businessdaily...8/-/io25ls/-/index.html
GOD BLESS YOUR LIFE
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WWW
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mwekez@ji
#36 Posted : Tuesday, March 19, 2013 12:00:25 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121


Despite the EBL high % increase, its ratio of net interest income to total income still lies at the most comfortable position in comparison to the other big 5. More
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the deal
#37 Posted : Thursday, March 21, 2013 8:22:53 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Basically banks with interest rate sensitive liabilities are the ones you should be watching in H1 2013. Look for them i.e HF, CFC, DTB...etc
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Aguytrying
#38 Posted : Thursday, March 21, 2013 8:43:13 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
the deal wrote:
Basically banks with interest rate sensitive liabilities are the ones you should be watching in H1 2013. Look for them i.e HF, CFC, DTB...etc


Not much headroom on Dtb. The others ok. Esp hfck. Still a buy for me.
What about nbk #risky
only the crocodile eater @cde dares
The investor's chief problem - and even his worst enemy - is likely to be himself
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mwekez@ji
#39 Posted : Friday, March 22, 2013 7:30:45 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
NBK FYR coming up on Monday 25th #crocodile_eater_@cde_&all_@cdes
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guru267
#40 Posted : Friday, March 22, 2013 8:07:03 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
mwekez@ji wrote:
NBK FYR coming up on Monday 25th #crocodile_eater_@cde_&all_@cdes


Sh.it hits the fan Sad

www.nation.co.ke/busines...4/-/v5kn1fz/-/index.html
Mark 12:29
Deuteronomy 4:16
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