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NBK First Rights Issue
mwekez@ji
#41 Posted : Thursday, May 16, 2013 9:27:36 AM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
mwekez@ji wrote:
Cde Monomotapa wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
@murchr @guru, save for the benefits of KE-Oil that will accrue to the whole of the banking industry, which specific benefits will accrue to NBK¿ I ask coz i dont see how NBK is specifically the banking sector KE-Oil play


Hii ndio banki ya serikali, who banks at NBK seriously apart from the GOK?


Banki ya serikali??? check again, serikali anafanya biasara na benki mingi sikuhizi


This one bags the cake...


What percentage of the cake .... i have seen big deals going through kcb and equity


I may not have a % but I know KRA banks with NBK and the Central Bank.


Picture this, as at Dec 2012, government deposits in the following banks were as follows;

> KCB - KES. 66,669,283,000
> NBK - KES. 29,467,978,000

Above figure are extracted from the respective banks annual reports.

Clearly, who is bagging the bigger cake?



Mmhh good to know, but who is more likely to find favor between these 2? Looking at ownership structure

NBK ofcourse. NSSF 'maWorkers!!' must bank there too. YesS!!


Mates, get your facts right!!

FACTS:

1. GOK and its bodies (including kra & nssf) are multibanked.

2. NBK is currently receiving no favors by virtue of gok shareholding as pointed above and this is not expected to change with KE-oil deals

3. GOK will shed its shareholding in NBK soon which will be a nail on the coffin of your school of thought


Note:

>Government has in recent years sat out rights issues in other firms such as CFC, Mumias, KCB, Kenya Power and Housing Finance, allowing the private sector to increase its stake in what is seen as non-strategic firms.

>The government’s shareholding in KCB dropped from 70 per cent in 1990 to 35 per cent in 1998 and 26.2 per cent in 2007 and 17.63 per cent in December.
selah
#42 Posted : Thursday, May 16, 2013 11:07:27 AM
Rank: Elder


Joined: 10/13/2009
Posts: 1,950
Location: in kenya
If the Right issue is successful the dilution would be massive...the total shares will be 1.4B shares up from 600M ordinary shares,Now if you combine the preference shares then you have in a way worthless shares right there.

I dont know what happened to the idea of getting a strategic investor to buyout the govt but as things are, right now, this stock is too risky for me.The Govt has screwed me twice.I shld watch this developments from the sideline this time round.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
guru267
#43 Posted : Thursday, May 16, 2013 11:40:27 AM
Rank: Elder


Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
mwekez@ji wrote:
guru267 wrote:
mwekez@ji wrote:
guru267 wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
@murchr @guru, save for the benefits of KE-Oil that will accrue to the whole of the banking industry, which specific benefits will accrue to NBK¿ I ask coz i dont see how NBK is specifically the banking sector KE-Oil play


Hii ndio banki ya serikali, who banks at NBK seriously apart from the GOK?


Banki ya serikali??? check again, serikali anafanya biasara na benki mingi sikuhizi


The idea here direct from the new CEO is to make NBK one of the top 5 banks and then access gava funds leveraging off the shareholding...


Pls give link to that ceo talk. & better, share the strategy of how they will oust the top 5 banks who are currently doing well and with very good prospects for both private and government business

@Mwekez@ji here is your link...

http://www.businessdailyafrica....6/-/tjte84z/-/index.html

"We need more capital that will take us to top tier by 2017 and make us one of the top 5 banks" - Munir Mohammed


muchas gracias. ... now, whats the strategy of getting there coz this rights issue wont do it. ama the chap is just dreaming and he has no strategy. i remember that he was recently noted in sbg securities report to be lacking strategy for achieving his dreams. has he woken up and formulated this tough strategy


@Mwekez@ji where is the evidence that the new ceo lacks strategy?
Mark 12:29
Deuteronomy 4:16
mwekez@ji
#44 Posted : Thursday, May 16, 2013 12:57:17 PM
Rank: Chief


Joined: 5/31/2011
Posts: 5,121
guru267 wrote:
mwekez@ji wrote:
guru267 wrote:
mwekez@ji wrote:
guru267 wrote:
mwekez@ji wrote:
murchr wrote:
mwekez@ji wrote:
@murchr @guru, save for the benefits of KE-Oil that will accrue to the whole of the banking industry, which specific benefits will accrue to NBK¿ I ask coz i dont see how NBK is specifically the banking sector KE-Oil play


Hii ndio banki ya serikali, who banks at NBK seriously apart from the GOK?


Banki ya serikali??? check again, serikali anafanya biasara na benki mingi sikuhizi


The idea here direct from the new CEO is to make NBK one of the top 5 banks and then access gava funds leveraging off the shareholding...


Pls give link to that ceo talk. & better, share the strategy of how they will oust the top 5 banks who are currently doing well and with very good prospects for both private and government business

@Mwekez@ji here is your link...

http://www.businessdailyafrica....6/-/tjte84z/-/index.html

"We need more capital that will take us to top tier by 2017 and make us one of the top 5 banks" - Munir Mohammed


muchas gracias. ... now, whats the strategy of getting there coz this rights issue wont do it. ama the chap is just dreaming and he has no strategy. i remember that he was recently noted in sbg securities report to be lacking strategy for achieving his dreams. has he woken up and formulated this tough strategy


@Mwekez@ji where is the evidence that the new ceo lacks strategy?


Do you have evidence to the contrary? .... sbg securities in their initiating coverage of Tier II banks (dated mid feb 2013) pointed that the man lacked strategy. Check out the report @wazuagooglegroup, its available there
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