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Madness at the NSE
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Cde Monomotapa
#441 Posted : Tuesday, June 04, 2013 12:04:09 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
^smile
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murchr
#442 Posted : Tuesday, June 04, 2013 12:11:41 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Why are you bringing all this good news when i have no cash to deploy at the moment? smile I picked up the insurance tho at 6.95/- close to 100% gains na bado niko
"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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guru267
#443 Posted : Tuesday, June 04, 2013 12:20:52 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
the deal wrote:
Cde Monomotapa wrote:
guru267 wrote:
hisah wrote:
King G wrote:
@hisah, you are an advocate of both cfc Stanbic Bank & cfc insurance Holding. which one will have an upper hand in by like June 2014 horizon in terms of capital gains from today?
I expect both though I'm now only holding the bank shares.
Don't you worry about the persistent lack of dividends on the bank counter?? What are its regional expansion possibilities with its parent in south Africa?? read Barclays & Stanchart...
@deal, where you @? NB: CFCS South Sudan is a branch of CFCS Ke.
CFC Stanbic South Sudan is a branch of CFC Stanbic Bank incorporated in Kenya where CFC Stanbic Holdings (listed entity) has a 100% shareholding...also the corporate and investment banking division of CFC Stanbic Bank is East African focused not only Kenya i.e they did the Umeme IPO...last year they didnt pay a good dividend because of the rights issue...no point of paying bumper dividends when you are asking money from the same shareholders...now that the bank is well capitalized expect dividends to kick in...at Sh64 it trades on a PE of 6.4...Q1 2013 PBT grew at 80% and the run rate is only set to accelerate...Standard Bank is making Kenya its regional hub...look at their recent appointment to the CFC Stanbic Holdings board..a seasoned investment banker...who was until appointment worked for ICBC China...catch...to tape into those Chinese investment in East Africa. So Regionally everything is covered...this is the bank to watch...Coop is late in South Sudan plus they don't own 100% of the South Sudan subsidiary.
1. Stanbic ug is almost the same size as CFC Stanbic 2. Standard bank may have opted to use CFC to go into south Sudan but may use Stanbic ug to go to Rwanda and elsewhere for example 3. Why don't you state the last time CFC paid a dividend and how much it was?? 4. Co op is 49% owned by the government In south Sudan.. If you ask me they are best positioned to be the biggest bank in that country due to those gava deals coming through in the brand new state! 5. CFC profit growth due to non funded income may not be sustainable!
Mark 12:29 Deuteronomy 4:16
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the deal
#444 Posted : Tuesday, June 04, 2013 12:47:11 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
guru267 wrote:
the deal wrote:
Cde Monomotapa wrote:
guru267 wrote:
hisah wrote:
King G wrote:
@hisah, you are an advocate of both cfc Stanbic Bank & cfc insurance Holding. which one will have an upper hand in by like June 2014 horizon in terms of capital gains from today?
I expect both though I'm now only holding the bank shares.
Don't you worry about the persistent lack of dividends on the bank counter?? What are its regional expansion possibilities with its parent in south Africa?? read Barclays & Stanchart...
@deal, where you @? NB: CFCS South Sudan is a branch of CFCS Ke.
CFC Stanbic South Sudan is a branch of CFC Stanbic Bank incorporated in Kenya where CFC Stanbic Holdings (listed entity) has a 100% shareholding...also the corporate and investment banking division of CFC Stanbic Bank is East African focused not only Kenya i.e they did the Umeme IPO...last year they didnt pay a good dividend because of the rights issue...no point of paying bumper dividends when you are asking money from the same shareholders...now that the bank is well capitalized expect dividends to kick in...at Sh64 it trades on a PE of 6.4...Q1 2013 PBT grew at 80% and the run rate is only set to accelerate...Standard Bank is making Kenya its regional hub...look at their recent appointment to the CFC Stanbic Holdings board..a seasoned investment banker...who was until appointment worked for ICBC China...catch...to tape into those Chinese investment in East Africa. So Regionally everything is covered...this is the bank to watch...Coop is late in South Sudan plus they don't own 100% of the South Sudan subsidiary.
1. Stanbic ug is almost the same size as CFC Stanbic 2. Standard bank may have opted to use CFC to go into south Sudan but may use Stanbic ug to go to Rwanda and elsewhere for example 3. Why don't you state the last time CFC paid a dividend and how much it was?? 4. Co op is 49% owned by the government In south Sudan.. If you ask me they are best positioned to be the biggest bank in that country due to those gava deals coming through in the brand new state! 5. CFC profit growth due to non funded income may not be sustainable!
To clarify things 1. They paid a KES0.68 dividend in FY 2012. Shareholders approved it at the AGM. It happened during the rights issue. 2. All of CFC Stanbic income lines are sustainable and have lots of headroom. In fact we just got started. 3. If I was to go into the market I would pick Equity or KCB over Coop Bank...I have my reasons! 4. Standard Bank is making Kenya its regional hub and theyre doing it through CFC Stanbic...I gave an example of the Umeme IPO and the recent appointment http://annualreport2012....rate-investment-banking/ Its all about Oil and Gas and the Chinese investments in Africa...that's the biggest play of this and next decades and CFC Stanbic is well positioned. The official opening of a significant branch and headquarters in Juba, South Sudan's commercial hub, is expected in the next few days. Opening a branch and office in oil-rich South Sudan would give Standard Bank an opportunity to advise on energy deals in the new country and facilitate project finance on much-needed infrastructure. "We are sensible corporate citizens. We have a reputation and financial interests to look after," Mr Newson said. The South Sudan branch will operate under the banner of Standard Bank's Kenyan operation, CFC Stanbic Bank, he said. The plan is to leverage off the Kenyan banking infrastructure while the South Sudan banking system is being developed. http://www.bdlive.co.za/...A94A22B312.present1.bdfm CFC Stanbic FY 2012 PBT up 64% y/y CFC Stanbic Q1 2013 PBT UP 80% y/y Show me a bank at the NSE doing those numbers Conclusions: Watch CFC Stanbic. Disclosure: I hold CFC shares.
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  | | Edit by user: Tuesday, June 04, 2013 12:59 AM | Reason: Not specified
hisah
#445 Posted : Tuesday, June 04, 2013 6:17:04 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
@deal - asante for the clarifications. @guru - I follow infrastructure and energy money i.e. oil, renewable energy as well as carbon credit. CFC is ahead in all fronts in KE thus the hefty corporate income. Btw back in 2010, CFC signed a carbon credit trading deal with KPLC (wind turbines, energy saving bulbs, tree planting, tree nurseries etc). They're involved in a number of green energy/renewable energy projects in KE for the same. Lake Turkana Wind Project is in their docket. Study the Standard bank carbon trading desk in London as well as the carbon credit trading market. Back in 2011 AFD (france) advanced Coop & CFC funds for renewable energy projects. But looking at Standard bank's carbon credit market experience plus financial muscle, Coop won't be able to compete with CFC. Carbon credit trading in S.Sudan will be grabbed by CFC as well as EA region. CFC will also gobble up china EA infrastructure & energy project money train through the ICBC presence via Standard bank the parent of CFC. In short my CFC play is to front run the energy and infrastructure money train for the next 5yrs. This is one of my long term plays since 2010. Note, I'm not into long term plays, but the potential here can't be ignored. Meanwhile I've been switching between member and simba while CFC lagged. This year I switched to member from simba. But I expect CFC to start paying well soon. Btw individuals can also earn from carbon credit trading. Learn more about individual carbon credit trading.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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  | | Edit by user: Tuesday, June 04, 2013 6:19 AM | Reason: Not specified
mwekez@ji
#446 Posted : Tuesday, June 04, 2013 9:22:20 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Cde Monomotapa wrote:
^smile
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youcan'tstopusnow
#447 Posted : Tuesday, June 04, 2013 12:16:23 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
1.2 Billion turnover so far. EABL doing 765m.
GOD BLESS YOUR LIFE
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kryptonite
#448 Posted : Tuesday, June 04, 2013 3:21:07 PM
Rank: Member

Joined: 2/1/2010
Posts: 272
Location: Nairobi
1.94 billion turnover closing...EABL accounting for almost half, 935 million
The harder you work, the luckier you get
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guru267
#449 Posted : Wednesday, June 05, 2013 12:40:30 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
Co op finally has 3rd spot!! www.businessdailyafrica....4/-/e4k020z/-/index.html Mind you these guys are in just TWO countries... Equity and KCB should be embarrassed Sad
Mark 12:29 Deuteronomy 4:16
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kizee1
#450 Posted : Wednesday, June 05, 2013 2:46:11 AM
Rank: Member

Joined: 9/29/2010
Posts: 679
Location: nairobi
why reinvent the wheel in s Sudan really? get fx allocations(usd 750,000 per bank) at 2.96 and sell at 3.16 earning you a cool USD 47,000 per week, repeat this week after week and u can see why banks are queuing for that pie sio ajabu equity sudan makes more in fx than equity kenya, stanbic s sudan broke even in its first year of operation and its a glorified fx desk...
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