Wazua
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Exchange Bar: Results forecast
Rank: Veteran Joined: 9/18/2014 Posts: 1,127
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Cost of funds is getting very pricey for small banks. Jamii bora is in loss making territory. Quote:Interest expenses on customers’ funds increased by 45.8 per cent to Sh891.6 million despite the fact that these deposits reduced by Sh2.1 billion to Sh9.2 billion in the period. http://mobile.nation.co....69596-x9y8sd/index.html
This is where the ones that were lifted by the tide get found out. The main purpose of the stock market is to make fools of as many people as possible.
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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obiero wrote:guru267 wrote:obiero wrote:obiero wrote:obiero wrote:KCB PBT 17.0B Actual 15.2B
Equity PBT 15.4B Actual 12.6B
COOP PBT 9.6B Actual 8.8B
SCBK PBT 9.5B Actual 9.9B
BBK PBT 8.9B Actual 9.1B
DTB PBT 5.6B Actual 5.3B
I&M PBT 5.5B Actual 5.4B
CFC PBT 5.2B
NIC PBT 4.1B
NBK PBT 1.3B Actual 1.2B
HFCK PBT 875M Actual 894.7M Four out of seven bang on the money. Long live insider information/trading.. Five out of eight. Watch and learn Look at I&M, six out of nine called correctly almost to the decimal.. @guru is speechless??? @wazua brethren information is power and I have lots of info about NSE.. I know of things some of the CEO's dont know.. I'l explain later @obiero I will only admit one thing you are good at guessing or predicting the future based on already available public information. The analysts have a higher percentage... Insider info is usually 100% accurate! I have consistently called out stock movements and related results since 2006 on my own; made decent money in that year via HFCK, KCB, CABL, & FIRE. since 2011 I have brought it to a public forum where my batting average is above 7/10 close to 9/10. @stocksmaster gave a hold position on NSE in 2013, I publicly opined he has given a wrong recommendation and asked people to buy specific counters. the NSE 20 now confirms my outlook. im no qw.. i put my money where my mouth is, thus I get paid in the real world not fantasey market.. btw, I take your half-hearted compliment with gratitude.. :) 3 years ago.. Dec 1, 2013
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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VituVingiSana wrote:Let's give it @Obiero ... 7/10 is great batting average. I will be following his comments very closely ;-) @vvs used to like me
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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hisah wrote:VituVingiSana wrote:obiero wrote:kenyan financial stocks likely to take a hard knock from the imminent single digit rate bill WSR can jump up & down. Who owns CBA? World bank has made it clear about the high spreads to treasury. WB always gets its way as the prime money master. I expect ministries that fail to use their budgets (spending) to come under intense pressure going forward. WB is siding with CBK and treasury just in time for the $2 billion eurobond float in Jan 2014.
http://mobile.nation.co..../-/sq2qgjz/-/index.html
#Must force interbank rates down as ministries are pushed to spend; to inject those funds in the econ. Liquidity flood...
The smarter banks are rushing for mobile money deposits... CBA leading this shift...
Posted December 11, 2013.. @hisah and I warned all of wazua about the capping. Wish I listened 100% to myself. In other happenings, was at the exchange bar yesterday and got a glimpse of the full year results, the big five are all in the black with double digit margin increases
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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obiero wrote:VituVingiSana wrote:Let's give it @Obiero ... 7/10 is great batting average. I will be following his comments very closely ;-) @vvs used to like me Follow your comments [especially the banks] but not your picks!  Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,121 Location: Nairobi
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obiero wrote:hisah wrote:VituVingiSana wrote:obiero wrote:kenyan financial stocks likely to take a hard knock from the imminent single digit rate bill WSR can jump up & down. Who owns CBA? World bank has made it clear about the high spreads to treasury. WB always gets its way as the prime money master. I expect ministries that fail to use their budgets (spending) to come under intense pressure going forward. WB is siding with CBK and treasury just in time for the $2 billion eurobond float in Jan 2014.
http://mobile.nation.co..../-/sq2qgjz/-/index.html
#Must force interbank rates down as ministries are pushed to spend; to inject those funds in the econ. Liquidity flood...
The smarter banks are rushing for mobile money deposits... CBA leading this shift...
Posted December 11, 2013.. @hisah and I warned all of wazua about the capping. Wish I listened 100% to myself. In other happenings, was at the exchange bar yesterday and got a glimpse of the full year results, the big five are all in the black with double digit margin increases Most banks did very well for 3 Qs. They may still do OK in 4Q. I think 2017 will be the year when a few could fail the test by fire THOUGH I think CBK will come out and help them out. It will be hard for CBK to manage the situation if another Tier 2 bank fails. Abdullahi Ahmednassir's rants against Njoroge (of CBK) could be a pre-emptive strike as CBK starts forcing shareholders of banks to clean up their books. 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: 13,549 Location: nairobi
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VituVingiSana wrote:obiero wrote:hisah wrote:VituVingiSana wrote:obiero wrote:kenyan financial stocks likely to take a hard knock from the imminent single digit rate bill WSR can jump up & down. Who owns CBA? World bank has made it clear about the high spreads to treasury. WB always gets its way as the prime money master. I expect ministries that fail to use their budgets (spending) to come under intense pressure going forward. WB is siding with CBK and treasury just in time for the $2 billion eurobond float in Jan 2014.
http://mobile.nation.co..../-/sq2qgjz/-/index.html
#Must force interbank rates down as ministries are pushed to spend; to inject those funds in the econ. Liquidity flood...
The smarter banks are rushing for mobile money deposits... CBA leading this shift...
Posted December 11, 2013.. @hisah and I warned all of wazua about the capping. Wish I listened 100% to myself. In other happenings, was at the exchange bar yesterday and got a glimpse of the full year results, the big five are all in the black with double digit margin increases Most banks did very well for 3 Qs. They may still do OK in 4Q. I think 2017 will be the year when a few could fail the test by fire THOUGH I think CBK will come out and help them out. It will be hard for CBK to manage the situation if another Tier 2 bank fails. Abdullahi Ahmednassir's rants against Njoroge (of CBK) could be a pre-emptive strike as CBK starts forcing shareholders of banks to clean up their books. Was referring to the share price of listed banks
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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Confirmed attendance by all the head honchos this Friday at the exchange bar.. Will try my best to remember the figures and post them here by Saturday
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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Q4 2016, PBT figures in KES B: KCB 30.1 EQTY 28.9 COOP 20.1 SCBK 14.2 BBK 11.1 DTB 10.2 I&M 9.3 CFC 6.6 NIC 6.2 HFCK 1.7 NBK 1.1 BBK 10%, I&M 8.8%, NBK 74% & NIC 7.4% down year on year
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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^PBT or PAT? Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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sparkly wrote:^PBT or PAT? It cannot be PAT
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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^PBT or PAT? Life is short. Live passionately.
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:^PBT or PAT? It cannot be PAT Looks overly optimistic... rate cap. Life is short. Live passionately.
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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sparkly wrote:obiero wrote:sparkly wrote:^PBT or PAT? It cannot be PAT Looks overly optimistic... rate cap. Larger banks reported increased refinance requests implying a larger book even with the reduced rates. Plus appraisal fee as well as credit risk insurance was introduced by all the tier 1 lenders in Q4. Previously, banks pegged FD rates on the Tbill, offering upto 21% early 2016 but now the most anyone can get as an FD rate is 70% of CBR; apart from smaller lenders who are desperate for liquidity. Finally, a silent exodus is in the offing from smaller to larger banks by all segments i.e retail, SME, corporate. We wait to see
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Member Joined: 8/15/2015 Posts: 817
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obiero wrote:Confirmed attendance by all the head honchos this Friday at the exchange bar.. Will try my best to remember the figures and post them here by Saturday how you manage to get those serious sober results from that bar is amazing!
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Rank: Member Joined: 8/15/2015 Posts: 817
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obiero wrote:Q4 2016, PBT figures in KES B:
KCB 30.1
EQTY 28.9
COOP 20.1
SCBK 14.2
BBK 11.1
DTB 10.2
I&M 9.3
CFC 6.6
NIC 6.2
HFCK 1.7
NBK 1.1
BBK 10%, I&M 8.8%, NBK 74% & NIC 7.4% down year on year you are a true market insider!
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Rank: Veteran Joined: 4/4/2016 Posts: 1,997 Location: Kitale
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Cornelius Vanderbilt wrote:obiero wrote:Q4 2016, PBT figures in KES B:
KCB 30.1
EQTY 28.9
COOP 20.1
SCBK 14.2
BBK 11.1
DTB 10.2
I&M 9.3
CFC 6.6
NIC 6.2
HFCK 1.7
NBK 1.1
BBK 10%, I&M 8.8%, NBK 74% & NIC 7.4% down year on year you are a true market insider! what im wondering based on these results: a) Will equity repeat a dps of 2.00 this year? b)will kcb repeat a dps of 2.00 c)Will co-op repeat a dps of 0.80? Towards the goal of financial freedom
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Some messaging will be done before the actual figures are realised to wanjiku. Direction depends on what top honchos want!!! In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Rank: Elder Joined: 6/23/2009 Posts: 13,549 Location: nairobi
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Ebenyo wrote:Cornelius Vanderbilt wrote:obiero wrote:Q4 2016, PBT figures in KES B:
KCB 30.1
EQTY 28.9
COOP 20.1
SCBK 14.2
BBK 11.1
DTB 10.2
I&M 9.3
CFC 6.6
NIC 6.2
HFCK 1.7
NBK 1.1
BBK 10%, I&M 8.8%, NBK 74% & NIC 7.4% down year on year you are a true market insider! what im wondering based on these results: a) Will equity repeat a dps of 2.00 this year? b)will kcb repeat a dps of 2.00 c)Will co-op repeat a dps of 0.80? KCB did a scrip, hence outlay in cash wasn't actual.. The others cannot reduce dividend especially given reduced staff cost.. Its likely to remain constant for all the big three, since reduction will send the shares tumbling down even further while the two captains of EQTY & COOP have a lot at stake
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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obiero wrote:sparkly wrote:obiero wrote:sparkly wrote:^PBT or PAT? It cannot be PAT Looks overly optimistic... rate cap. Larger banks reported increased refinance requests implying a larger book even with the reduced rates. Plus appraisal fee as well as credit risk insurance was introduced by all the tier 1 lenders in Q4. Previously, banks pegged FD rates on the Tbill, offering upto 21% early 2016 but now the most anyone can get as an FD rate is 70% of CBR; apart from smaller lenders who are desperate for liquidity. Finally, a silent exodus is in the offing from smaller to larger banks by all segments i.e retail, SME, corporate. We wait to see Sounds plausible. In other news Member has been busy with EazzyPay. Many outlets have pay with EazzyPay Till No Life is short. Live passionately.
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