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Historic 2012 KCB FYR, 1st among equals?!
Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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the brown car has overtaken the green car at the last lap.. KCB is officially second most profitable bank. The EQUITY share should now soar to great heights
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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Net Interest Income Up 28% from KShs 23.9 Billion to KShs 30.6 Billion
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 8/4/2008 Posts: 205 Location: Nairobi
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@Obiero on the biggest bank, correct me if I'm wrong: 1. KCB Group - 12.2 billion shs PAT 2. Equity Group - 12.1 billion shs PAT 3. BBK - 8.7 billion shs PAT May not have other banks but please confirm - this puts the green car ahead I believe... "When the pupil is ready to learn, a teacher will appear." -- Zen proverb
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Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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jawz1 wrote:@Obiero on the biggest bank, correct me if I'm wrong:
1. KCB Group - 12.2 billion shs PAT
2. Equity Group - 12.1 billion shs PAT
3. BBK - 8.7 billion shs PAT
May not have other banks but please confirm - this puts the green car ahead I believe... PAT can be manipulated by a myriad of accounting options, so in my world, PBT rules as it is prone to less 'human' adjustment
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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 GOD BLESS YOUR LIFE
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Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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obiero wrote:Pesa Nane wrote:guru267 wrote:obiero wrote:guru267 wrote:obiero wrote:Was at the Exchange Bar on Saturday and word on the street is that on 15.02.13, KCB is to report an understated circa KES 17.5B in profit wit rise in NPL provisioning so as to keep the public noise low in regard to 'unethical' profits. Dividend per share is set at KES 2.00. @Obiero hii nimekataa!!!   @guru267 Kwanini sweetheart.. I heard MOO wants to leave in style.. There will be 20Billion pre tax profit and 2.50 dividend per share!! guru267 wrote:I have lowered my FY2012 PBT estimate for simba to 18.5B down from 20B! DPS will also come it at 2.1-2.20 down from my previous estimate of 2.50!  sooner or later we will see who the stock prophet is.. @guru267 I guess I should visit the Exchange Bar more often. I invite you to do the same. Apple Martini is on me :)
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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@pkoli i can see you..
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Veteran Joined: 11/19/2010 Posts: 1,308 Location: nairobi metropolitan
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jawz1 wrote:@Obiero on the biggest bank, correct me if I'm wrong:
1. KCB Group - 12.2 billion shs PAT
2. Equity Group - 12.1 billion shs PAT
3. BBK - 8.7 billion shs PAT
May not have other banks but please confirm - this puts the green car ahead I believe... Nope, we group them in terms of PBT as Pat is dependent on deferred tax.. Democracy does not belong to the dead
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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OK. Now it's official. Cost of Funds at 11B v 3.9B i.e 3.72/share v 1.32/share. Happy FY '13 but that dividend
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Rank: Elder Joined: 9/23/2010 Posts: 2,221 Location: Sundowner,Amboseli
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Lots if money to be made on this stock if you know what I mean!!! Tomorrow i'll be on the buying side as follows: Sufficient Account A: 1,000 at 24 Sufficient Account B: 10,000 at 20 Sufficient Account C: 100,000 at 14 Sufficient Account D: 1,000,000 at 1 #makingmoney 2013 @SufficientlyP
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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@obiero takes this one as the prophet.... "There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 1/3/2007 Posts: 18,124 Location: Nairobi
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@Obiero knocks this out of the park... Good show!!! Can't get much better... PBT 17.5 vs 17.2 which is -4% DPS 2.00 vs 1.90 which is -5% Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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@obiero  Big sell off tomorrow.. #SellTheNews!! Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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guru267 wrote:@obiero Big sell off tomorrow.. #SellTheNews!! @guru267 and @others.. i was busy digesting the full contents of KCB's financials and I must report back that all is well. key measures such as interst income, CIR, ROE, ROA, total assets and even customer numbers are up. the regional business grew by over 30% and is expected to contribute upto 25% of the groups PBT in comin years. it may take a slight bump down with KES 34 being tested but not a major meltdown as @guru predicts.. KES 23.50 being my average buying price, I now patiently await the generous dividend :)
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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obiero wrote:Was at the Exchange Bar on Saturday and word on the street is that on 15.02.13, KCB is to report an understated circa KES 17.5B in profit with rise in NPL provisioning ..... ... i now know where to take a drink FY12A PBT KES 17.2B & the FY12A loan loss provision is massive. Just as pointed
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Rank: User Joined: 6/18/2009 Posts: 271
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mwekez@ji wrote:obiero wrote:Was at the Exchange Bar on Saturday and word on the street is that on 15.02.13, KCB is to report an understated circa KES 17.5B in profit with rise in NPL provisioning ..... ... i now know where to take a drink FY12A PBT KES 17.2B & the FY12A loan loss provision is massive. Just as pointed maybe after a few more drinks they could have even shown the whole balance sheet .
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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http://www.theeastafrica...4/-/15m96as/-/index.html"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
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Rank: Chief Joined: 5/31/2011 Posts: 5,121
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Roar should begin to grow. he he
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Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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obiero wrote:the brown car has overtaken the green car at the last lap.. KCB is officially second most profitable bank. The EQUITY share should now soar to great heights while writing this on feb 28th EBL share was at mid 20's, now its touched highs of KES 33.5.. i expect a swift move to KES 40 in run up to announcement of Q1 which will be up by no less than 10%.
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,555 Location: nairobi
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nostalgia :) www.businessdailyafrica....0/-/6o0fh9z/-/index.html
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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