Wazua
»
Investor
»
Stocks
»
KCB buy buy buy
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
Pesa Nane wrote:Aguytrying wrote:sparkly wrote:VituVingiSana wrote:Aguytrying wrote:enyands wrote:obiero wrote:enyands wrote:@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it. There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4 Nice A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results Yes! There is another company with trailing PE 1.05 Which one please Quote:KENGEN Price: Ksh. 5.45 EPS: Ksh. 5.24 DPS: Ksh. 0.65 NAV: 64.41
P/E: 1.0 P/B: 0.1 Div. Yield: 11.9%
Source: D&B I walked straight into that one The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
|
Aguytrying wrote:Pesa Nane wrote:Aguytrying wrote:sparkly wrote:VituVingiSana wrote:Aguytrying wrote:enyands wrote:obiero wrote:enyands wrote:@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it. There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4 Nice A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results Yes! There is another company with trailing PE 1.05 Which one please Quote:KENGEN Price: Ksh. 5.45 EPS: Ksh. 5.24 DPS: Ksh. 0.65 NAV: 64.41
P/E: 1.0 P/B: 0.1 Div. Yield: 11.9%
Source: D&B I walked straight into that one Isn't that EPS inflated thanks to Tax Credits [vs cash earnings]? And what's the cash earnings after CAPEX? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
|
VituVingiSana wrote:Aguytrying wrote:Pesa Nane wrote:Aguytrying wrote:sparkly wrote:VituVingiSana wrote:Aguytrying wrote:enyands wrote:obiero wrote:enyands wrote:@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it. There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4 Nice A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results Yes! There is another company with trailing PE 1.05 Which one please Quote:KENGEN Price: Ksh. 5.45 EPS: Ksh. 5.24 DPS: Ksh. 0.65 NAV: 64.41
P/E: 1.0 P/B: 0.1 Div. Yield: 11.9%
Source: D&B I walked straight into that one Isn't that EPS inflated thanks to Tax Credits [vs cash earnings]? And what's the cash earnings after CAPEX? @VVS, @mthaka and I will turn you into a Kengen believer. It's only a matter of time. Life is short. Live passionately.
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
|
sparkly wrote:VituVingiSana wrote:Aguytrying wrote:Pesa Nane wrote:Aguytrying wrote:sparkly wrote:VituVingiSana wrote:Aguytrying wrote:enyands wrote:obiero wrote:enyands wrote:@obiero why load? Hope you won't find this this question to be "silly " as someone's puts it. There are too many reason, for now I choose to state a forecasted PBT in excess of 25B plus dividend of KES 2.4 Nice A Trailing pe of 6.7 at 37.50 for kenya's most/second most profitable bank. With the bear market it may head lower, but no worry, the deal gets sweeter. So just keep buying. Hold for 3-5yrs for best results Yes! There is another company with trailing PE 1.05 Which one please Quote:KENGEN Price: Ksh. 5.45 EPS: Ksh. 5.24 DPS: Ksh. 0.65 NAV: 64.41
P/E: 1.0 P/B: 0.1 Div. Yield: 11.9%
Source: D&B I walked straight into that one Isn't that EPS inflated thanks to Tax Credits [vs cash earnings]? And what's the cash earnings after CAPEX? @VVS, @mthaka and I will turn you into a Kengen believer. It's only a matter of time. Data? My current 'benchmarks' are KK, Unga, KenRe, WTK and I&M. As explained earlier I wanted a spread/diversity and 'value' but also good/trustworthy managements. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
Rank: Veteran Joined: 5/5/2011 Posts: 1,059
|
To Each His Own
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC?
|
|
Rank: Elder Joined: 12/7/2012 Posts: 11,908
|
PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? The business environment was tough so expect delays in releasing of results as books are panel beaten!!! In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
|
|
Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
|
PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? late feb and early march "Don't let the fear of losing be greater than the excitement of winning."
|
|
Rank: Veteran Joined: 8/10/2014 Posts: 969 Location: Kenya
|
Angelica _ann wrote:PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? The business environment was tough so expect delays in releasing of results as books are panel beaten!!! Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
|
watesh wrote:Angelica _ann wrote:PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? The business environment was tough so expect delays in releasing of results as books are panel beaten!!! Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
Rank: Member Joined: 1/3/2014 Posts: 257
|
obiero wrote:watesh wrote:Angelica _ann wrote:PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? The business environment was tough so expect delays in releasing of results as books are panel beaten!!! Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK Will the results kill off the bear? Right now does not seem like it.
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
|
snipermnoma wrote:obiero wrote:watesh wrote:Angelica _ann wrote:PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? The business environment was tough so expect delays in releasing of results as books are panel beaten!!! Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK Will the results kill off the bear? Right now does not seem like it. This bear isnt related to the results release.. It is more related to things like ICC and 2017 HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
Rank: Member Joined: 1/3/2014 Posts: 257
|
obiero wrote:snipermnoma wrote:obiero wrote:watesh wrote:Angelica _ann wrote:PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? The business environment was tough so expect delays in releasing of results as books are panel beaten!!! Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK Will the results kill off the bear? Right now does not seem like it. This bear isnt related to the results release.. It is more related to things like ICC and 2017 Well said! Hence it is unlikely the results will slay the bear.
|
|
Rank: Veteran Joined: 8/28/2015 Posts: 1,247
|
snipermnoma wrote:obiero wrote:snipermnoma wrote:obiero wrote:watesh wrote:Angelica _ann wrote:PKoli wrote:When are the major banks announcing FY results? KCB, Equity, Coop, CFC, NIC? The business environment was tough so expect delays in releasing of results as books are panel beaten!!! Hahahaha for most q3 and full year are almost the same in terms of percentage growth or decline The top 3 banks shall post improved results.. That is a fact. Only Stanchart will dwindle among top tier lenders. CFCs issues are known to all, plus NBK Will the results kill off the bear? Right now does not seem like it. This bear isnt related to the results release.. It is more related to things like ICC and 2017 Well said! Hence it is unlikely the results will slay the bear. what about those volume spikes that spake and quake, is it a duck or duckling. who is offloading to who? ,Behold, a sower went forth to sow;....
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
|
tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
Rank: New-farer Joined: 7/23/2015 Posts: 35
|
obiero wrote:tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise Kumbe KWS inawasaka langata na wako hilton Even the birds can testify...but you forget the chief has his son as the judge and his son-in-law as interpreter- Oumar Ba
|
|
Rank: Elder Joined: 2/26/2012 Posts: 15,980
|
obiero wrote:tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise I trust you, but why don't you have it listed on your holdings? "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 .
|
|
Rank: Member Joined: 2/8/2007 Posts: 808
|
Not so sure. 4th quarter was quite rough...
|
|
Rank: Elder Joined: 12/25/2014 Posts: 2,300 Location: kenya
|
murchr wrote:obiero wrote:tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise I trust you, but why don't you have it listed on your holdings? @obiero Wanted to ask the same sometime back ama you are holding it as a institutional investor?
|
|
Rank: Elder Joined: 6/23/2009 Posts: 13,519 Location: nairobi
|
enyands wrote:murchr wrote:obiero wrote:tomorrow, 30mins prior to market opening, a lion shall prowl at hilton with good teeth, 25.9 of them; to be precise I trust you, but why don't you have it listed on your holdings? @obiero Wanted to ask the same sometime back ama you are holding it as a institutional investor? @enyands @murchr almost everyone here knows that I sold my simba holdings at 60bob over, having bought at average lower than 27bob. I do not hold it any longer since I am watching the interest rate debate HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
|
|
Wazua
»
Investor
»
Stocks
»
KCB buy buy buy
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|