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obiero
#201 Posted : Thursday, February 27, 2014 8:11:40 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,321
Location: nairobi
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, IMH, KEGN, KQ, MTNU
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VituVingiSana
#202 Posted : Friday, February 28, 2014 12:16:54 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,376
Location: Nairobi
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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the deal
#203 Posted : Friday, February 28, 2014 7:12:50 AM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
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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mibbz
#204 Posted : Friday, February 28, 2014 10:43:52 AM
Rank: Member

Joined: 2/18/2011
Posts: 448
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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VituVingiSana
#205 Posted : Friday, February 28, 2014 10:53:25 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,376
Location: Nairobi
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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obiero
#206 Posted : Friday, February 28, 2014 6:43:55 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,321
Location: nairobi
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, IMH, KEGN, KQ, MTNU
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Cde Monomotapa
#207 Posted : Friday, February 28, 2014 6:54:22 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
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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obiero
#208 Posted : Friday, February 28, 2014 6:59:50 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,321
Location: nairobi
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, IMH, KEGN, KQ, MTNU
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Cde Monomotapa
#209 Posted : Friday, February 28, 2014 7:04:48 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
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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VituVingiSana
#210 Posted : Saturday, March 01, 2014 12:51:29 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,376
Location: Nairobi
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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