Wazua
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Exchange Bar: Results forecast end 2025
Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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Here are the full year 2013 PBT figures: Roar 18.9B 20.1B actual Equity 18.6B 19.1B actual SCBK 13.2 COOP 12.6B BBK 12.45B 11.3B actual COOP, KEGN, MTNU
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Rank: Chief Joined: 1/3/2007 Posts: 18,413 Location: Nairobi
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obiero wrote:Here are the full year 2013 PBT figures:
Roar 18.9B 20.1B actual
Equity 18.6B
19.1B
actual
SCBK 13.2
COOP 12.6B
BBK 12.45B 11.3B actual
Some analysts think KCB goosed up the PBT/PAT with some off business with IFRS vs CBK prudential guidelines for NPLs. If you substract the 1bn 'overstatement' then your original estimate is close. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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VituVingiSana wrote:obiero wrote:Here are the full year 2013 PBT figures:
Roar 18.9B 20.1B actual
Equity 18.6B
19.1B
actual
SCBK 13.2
COOP 12.6B
BBK 12.45B 11.3B actual
Some analysts think KCB goosed up the PBT/PAT with some off business with IFRS vs CBK prudential guidelines for NPLs. If you substract the 1bn 'overstatement' then your original estimate is close. Lets be real folks...this is not insider information but just some guesswork!
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Rank: Member Joined: 2/18/2011 Posts: 448
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the deal wrote:VituVingiSana wrote:obiero wrote:Here are the full year 2013 PBT figures:
Roar 18.9B 20.1B actual
Equity 18.6B
19.1B
actual
SCBK 13.2
COOP 12.6B
BBK 12.45B 11.3B actual
Some analysts think KCB goosed up the PBT/PAT with some off business with IFRS vs CBK prudential guidelines for NPLs. If you substract the 1bn 'overstatement' then your original estimate is close. Lets be real folks...this is not insider information but just some guesswork! But KCB did grease its Profits;i wonder if Equity did the same.We should have some sort of financial lobby group that scrutinize these books and give a report
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Rank: Chief Joined: 1/3/2007 Posts: 18,413 Location: Nairobi
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mibbz wrote:the deal wrote:VituVingiSana wrote:obiero wrote:Here are the full year 2013 PBT figures:
Roar 18.9B 20.1B actual
Equity 18.6B
19.1B
actual
SCBK 13.2
COOP 12.6B
BBK 12.45B 11.3B actual
Some analysts think KCB goosed up the PBT/PAT with some off business with IFRS vs CBK prudential guidelines for NPLs. If you substract the 1bn 'overstatement' then your original estimate is close. Lets be real folks...this is not insider information but just some guesswork! But KCB did grease its Profits;i wonder if Equity did the same.We should have some sort of financial lobby group that scrutinize these books and give a report CMA doesn't care. As for CBK, they are more concerned about Capital Adequacy and Provisions which KCB has met. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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VituVingiSana wrote:mibbz wrote:the deal wrote:VituVingiSana wrote:obiero wrote:Here are the full year 2013 PBT figures:
Roar 18.9B 20.1B actual
Eqty 18.6B 19.1B actual
SCBK 13.2
COOP 12.6B
BBK 12.45B 11.3B actual
Some analysts think KCB goosed up the PBT/PAT with some off business with IFRS vs CBK prudential guidelines for NPLs. If you substract the 1bn 'overstatement' then your original estimate is close. Lets be real folks...this is not insider information but just some guesswork! But KCB did grease its Profits;i wonder if Equity did the same.We should have some sort of financial lobby group that scrutinize these books and give a report CMA doesn't care. As for CBK, they are more concerned about Capital Adequacy and Provisions which KCB has met. forecast can be termed as guesswork. but eight years running at NSE and I am still at the very top of the insiders. as for roar having an NPL less than 1B sijui hata kama hii no greasing, maybe impunity. q1 will bring out 'nigeria' like situation. in short, im selling financials COOP, KEGN, MTNU
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Been following this KCB 'witch hunt' and my take is this. All the sectors numbers pass through the CBK. Even appointing a senior executive has to be approved by CBK. So what is all the hullabaloo?
Moreover, if we can remember Kengen's position about booking un-realized FX losses to the B/S, then we'd be OK. #IFRS
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Rank: Elder Joined: 6/23/2009 Posts: 14,409 Location: nairobi
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Cde Monomotapa wrote:Been following this KCB 'witch hunt' and my take is this. All the sectors numbers pass through the CBK. Even appointing a senior executive has to be approved by CBK. So what is all the hullabaloo?
Moreover, if we can remember Kengen's position about booking un-realized FX losses to the B/S, then we'd be OK. #IFRS brother comrade. wewe unadhania governor wa cbk ni pope? mkono yake ni chafu COOP, KEGN, MTNU
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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obiero wrote:Cde Monomotapa wrote:Been following this KCB 'witch hunt' and my take is this. All the sectors numbers pass through the CBK. Even appointing a senior executive has to be approved by CBK. So what is all the hullabaloo?
Moreover, if we can remember Kengen's position about booking un-realized FX losses to the B/S, then we'd be OK. #IFRS brother comrade. wewe unadhania governor wa cbk ni pope? mkono yake ni chafu Accept & move on, like the many who buy stocks for fast money but end up being 'longterm investors'. Same rationale.
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Rank: Chief Joined: 1/3/2007 Posts: 18,413 Location: Nairobi
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Equity has 3/4 the Loans that KCB has. The net NPL exposure for Equity is less than 500mn. The same number for KCB is 4bn. Anyone want to interpret this for me? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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