Wazua
»
Investor
»
Stocks
»
DTB FY15 earnings up 11.4%
Rank: Chief Joined: 1/3/2007 Posts: 18,437 Location: Nairobi
|
obiero wrote:Boris Boyka wrote:@Vvs do you see Equity having a better day in regional expansion through mobile banking cooperation with Airtel given airtel has more foot in other African countries? @vvs knows very little about banking so I will take the liberty of answering on his behalf! Equity can only achieve massive mobile success in Kenya. Even UG and TZ have refused to catch the 'mpesa' buzz.. Its a Kenyan thing for now. And to make matters worse, the tie up between KCB &SCOM has left the brown bank naked.. They will survive though.. But KCB will be head and shoulders above I am not a banking expert but I was fortunate enough to get a peek [with others] at the Equity 3.0 Roadmap. I was blown away. BLOWN AWAY. Equity is testing Equitel in Kenya. I expect RW will be next since it is easier to pilot it in a smaller ex-Kenya country/market to learn the ropes. Then UG. I expect TZ will come much later after Equity sees how it works in UG. During the presentation, Mwangi said growth is DRC [huge country] will be driven by Mobile Banking 1) Easier 2) Safer 3) Cheaper. KCB/Safaricom is a formidable competitor who used political means, lawsuits and even sabotage to slow down Equitel but they failed. So in Kenya, KCB/Safaricom may dominate for a few more years but Equity/Equitel will steal a march over KCB in UG, RW and TZ. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Veteran Joined: 8/10/2014 Posts: 992 Location: Kenya
|
Pesa Nane wrote:obiero wrote:Boris Boyka wrote:@Vvs do you see Equity having a better day in regional expansion through mobile banking cooperation with Airtel given airtel has more foot in other African countries? @vvs knows very little about banking so I will take the liberty of answering on his behalf! Equity can only achieve massive mobile success in Kenya. Even UG and TZ have refused to catch the 'mpesa' buzz.. Its a Kenyan thing for now. And to make matters worse, the tie up between KCB &SCOM has left the brown bank naked.. They will survive though.. But KCB will be head and shoulders above Memba has thrown regional expansion into the deep freezer Good thinking, now time to grow those subsidiaries. The remaining countries in southern africa are pretty small so not much is being lost
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,437 Location: Nairobi
|
enyands wrote:Pesa Nane wrote:obiero wrote:Boris Boyka wrote:@Vvs do you see Equity having a better day in regional expansion through mobile banking cooperation with Airtel given airtel has more foot in other African countries? @vvs knows very little about banking so I will take the liberty of answering on his behalf! Equity can only achieve massive mobile success in Kenya. Even UG and TZ have refused to catch the 'mpesa' buzz.. Its a Kenyan thing for now. And to make matters worse, the tie up between KCB &SCOM has left the brown bank naked.. They will survive though.. But KCB will be head and shoulders above Memba has thrown regional expansion into the deep freezer Same thing with kk.expansion should be handled with extreme caution . When @AGuy asked about NIC vs I&M vs DTB ... all 3 are cautious about (over)expansion. And I like that. We saw what happened at KQ. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
VituVingiSana wrote:enyands wrote:Pesa Nane wrote:obiero wrote:Boris Boyka wrote:@Vvs do you see Equity having a better day in regional expansion through mobile banking cooperation with Airtel given airtel has more foot in other African countries? @vvs knows very little about banking so I will take the liberty of answering on his behalf! Equity can only achieve massive mobile success in Kenya. Even UG and TZ have refused to catch the 'mpesa' buzz.. Its a Kenyan thing for now. And to make matters worse, the tie up between KCB &SCOM has left the brown bank naked.. They will survive though.. But KCB will be head and shoulders above Memba has thrown regional expansion into the deep freezer Same thing with kk.expansion should be handled with extreme caution . When @AGuy asked about NIC vs I&M vs DTB ... all 3 are cautious about (over)expansion. And I like that. We saw what happened at KQ. Uchumi before 2006.... The casualties are many. The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,477 Location: nairobi
|
all in all, a strong showing by DTB.. COOP 306,100 ABP 31.96, KEGN 112,100 ABP 10.64, MTNU 131,000 ABP 10.21
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
Aguytrying wrote:
I'm conflicted as follows. I want to hold 3 banking counters. Two tier 1. Kcb, equity. And one tier 2. Nic or Dtb or I M.
Or one tier 1 and two tier 2. But this seems abit risky.
Equity is a no brainer in both cases. Between kcb, nic, Dtb, I M. Which 2 should I pick??
I've already started buying nic and kcb below 40. But I'm still undecided. It's really confusing
Fundamentals in visual (Figures lifted from D&BIB)  Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
Pesa Nane wrote:Aguytrying wrote:
I'm conflicted as follows. I want to hold 3 banking counters. Two tier 1. Kcb, equity. And one tier 2. Nic or Dtb or I M.
Or one tier 1 and two tier 2. But this seems abit risky.
Equity is a no brainer in both cases. Between kcb, nic, Dtb, I M. Which 2 should I pick??
I've already started buying nic and kcb below 40. But I'm still undecided. It's really confusing
Fundamentals in visual (Figures lifted from D&BIB) @Pesa nane, Check market capitalisation values. They are not correct
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,437 Location: Nairobi
|
PKoli wrote:Pesa Nane wrote:Aguytrying wrote:
I'm conflicted as follows. I want to hold 3 banking counters. Two tier 1. Kcb, equity. And one tier 2. Nic or Dtb or I M.
Or one tier 1 and two tier 2. But this seems abit risky.
Equity is a no brainer in both cases. Between kcb, nic, Dtb, I M. Which 2 should I pick??
I've already started buying nic and kcb below 40. But I'm still undecided. It's really confusing
Fundamentals in visual (Figures lifted from D&BIB) @Pesa nane, Check market capitalisation values. They are not correct ^o  Not unexpected from D&B. Nice catch by @PKoli. Does anyone have the data/numbers prepared or compiled by Kestrel or African Alliance? Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
|
VituVingiSana wrote:PKoli wrote:Pesa Nane wrote:Aguytrying wrote:
I'm conflicted as follows. I want to hold 3 banking counters. Two tier 1. Kcb, equity. And one tier 2. Nic or Dtb or I M.
Or one tier 1 and two tier 2. But this seems abit risky.
Equity is a no brainer in both cases. Between kcb, nic, Dtb, I M. Which 2 should I pick??
I've already started buying nic and kcb below 40. But I'm still undecided. It's really confusing
Fundamentals in visual (Figures lifted from D&BIB) @Pesa nane, Check market capitalisation values. They are not correct ^o Not unexpected from D&B. Nice catch by @PKoli. Does anyone have the data/numbers prepared or compiled by Kestrel or African Alliance? Noted. Source error and not a misrepresentation. Figures can be corrected by working on multiples of 100 and 1000 (perhaps 0 means nothing  ) Pesa Nane plans to be shilingi when he grows up.
|
|
|
Rank: Elder Joined: 7/11/2010 Posts: 5,040
|
@pesa nane. Thanks. Seeing the figures stacked up like that confirms what I'm doing. NIC is cheap. PB and pe wise,and that's why I started buying. Equity, Dtb still highly valued compared to their peers. Kcb is just around the sweet spot. Though I'd like the PB abit lower, can't have it all. Kcb eps looks disproportionate, esp compared with equity judging that they both experienced similar head winds in ss. Kcb, nic. 70- 80.00 in the next rise easy The investor's chief problem - and even his worst enemy - is likely to be himself
|
|
|
Wazua
»
Investor
»
Stocks
»
DTB FY15 earnings up 11.4%
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.
|