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directional forecast
karasinga
#601 Posted : Monday, February 06, 2017 8:51:47 AM
Rank: Veteran

Joined: 2/26/2015
Posts: 1,147
karasinga wrote:
VituVingiSana wrote:
karasinga wrote:
Elephant Man wrote:
@ karasinga...cartoon ya BARCLAYS.

BBK
here it is. Also check prior analysis here

best wishes

4 may be a stretch unless there's a major negative event

hello VVS. I appreciate your response. I agree with you as it is evidenced by price leaving pitchfork. Anything can happen. Market will dance how she want to dance. We must listen and dance to the beat she throws out there. There will be more streams from time to time.
Best wishes


VVS, Let me try fundamentals. feel free to guide. still working on this.
Although BBK was not greatly affected by post interest capping effect, there is uncertainty on who it's suitor will be since parent Barclays said they will exit Africa. To top it up, banking industry might have red results not sparing BBK.
It's not over until I win
skype id: karasinga. email: kkarasinga@gmail.com
Hobitke
#602 Posted : Monday, February 06, 2017 9:37:43 AM
Rank: New-farer

Joined: 5/22/2016
Posts: 69
Location: Nairobi
karasinga wrote:
bartum wrote:

Kindly do for KCB

hello bartum. nice to meet you and welcome to directional forecast. Find below my opinion

hope this is helpful.
note:remember disclaimer
best wishes


Hi Karasinga, Thanks for KCB , does this factor release of results which may make it fall further if they are not too rosy?
VituVingiSana
#603 Posted : Monday, February 06, 2017 10:42:17 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,380
Location: Nairobi
karasinga wrote:
karasinga wrote:
VituVingiSana wrote:
karasinga wrote:
Elephant Man wrote:
@ karasinga...cartoon ya BARCLAYS.

BBK
here it is. Also check prior analysis here

best wishes

4 may be a stretch unless there's a major negative event

hello VVS. I appreciate your response. I agree with you as it is evidenced by price leaving pitchfork. Anything can happen. Market will dance how she want to dance. We must listen and dance to the beat she throws out there. There will be more streams from time to time.
Best wishes


VVS, Let me try fundamentals. feel free to guide. still working on this.
Although BBK was not greatly affected by post interest capping effect, there is uncertainty on who it's suitor will be since parent Barclays said they will exit Africa. To top it up, banking industry might have red results not sparing BBK.

BBK isn't a fast growing bank anymore. It is restricted to Kenya [unlike Equity, I&M, NIC, DTB, etc] which is a competitive market. BBK will be affected by the general slowdown but not so much, as others, by the interest capping. That said, it has a healthy balance sheet [low NPLs] with I believe a level of NPLs that are manageable. Unlike some banks, I don't think they have a significant amount of hidden NPLs. That's why I see 4/- [pending some crazy happenings eg PEV, more price controls, etc ] as unlikely.

As for someone [Chinese/Indian/African not European/American] buying Barclays Africa... that might be good for BBK which has to operate under the Barclays PLC's regime re: risk, KYC, etc. I think the new buyer should merge all these country entities under one umbrella and cross-list "Barclays Africa" on the NSE.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
karasinga
#604 Posted : Monday, February 06, 2017 6:46:43 PM
Rank: Veteran

Joined: 2/26/2015
Posts: 1,147
VituVingiSana wrote:
karasinga wrote:
karasinga wrote:
VituVingiSana wrote:
karasinga wrote:
Elephant Man wrote:
@ karasinga...cartoon ya BARCLAYS.

BBK
here it is. Also check prior analysis here

best wishes

4 may be a stretch unless there's a major negative event

hello VVS. I appreciate your response. I agree with you as it is evidenced by price leaving pitchfork. Anything can happen. Market will dance how she want to dance. We must listen and dance to the beat she throws out there. There will be more streams from time to time.
Best wishes


VVS, Let me try fundamentals. feel free to guide. still working on this.
Although BBK was not greatly affected by post interest capping effect, there is uncertainty on who it's suitor will be since parent Barclays said they will exit Africa. To top it up, banking industry might have red results not sparing BBK.

BBK isn't a fast growing bank anymore. It is restricted to Kenya [unlike Equity, I&M, NIC, DTB, etc] which is a competitive market. BBK will be affected by the general slowdown but not so much, as others, by the interest capping. That said, it has a healthy balance sheet [low NPLs] with I believe a level of NPLs that are manageable. Unlike some banks, I don't think they have a significant amount of hidden NPLs. That's why I see 4/- [pending some crazy happenings eg PEV, more price controls, etc ] as unlikely.

As for someone [Chinese/Indian/African not European/American] buying Barclays Africa... that might be good for BBK which has to operate under the Barclays PLC's regime re: risk, KYC, etc. I think the new buyer should merge all these country entities under one umbrella and cross-list "Barclays Africa" on the NSE.

I appreciate your feedback mate. looks like I was not far from your analysis but there are too many abbreviations. PLC's, KYC, NPL's.
best wishes
It's not over until I win
skype id: karasinga. email: kkarasinga@gmail.com
karasinga
#605 Posted : Monday, February 06, 2017 7:08:19 PM
Rank: Veteran

Joined: 2/26/2015
Posts: 1,147
Hobitke wrote:
karasinga wrote:
bartum wrote:

Kindly do for KCB

hello bartum. nice to meet you and welcome to directional forecast. Find below my opinion

hope this is helpful.
note:remember disclaimer
best wishes


Hi Karasinga, Thanks for KCB , does this factor release of results which may make it fall further if they are not too rosy?

hello Hobitke. nice meeting you. I am glad you found this chart helpful. To your question: yes, this is purely a directional forecast(my opinion) of how KCB might play out factoring in all the crowd greed and fear. feel free to post. best wishes
It's not over until I win
skype id: karasinga. email: kkarasinga@gmail.com
VituVingiSana
#606 Posted : Monday, February 06, 2017 11:09:45 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,380
Location: Nairobi
karasinga wrote:
VituVingiSana wrote:
karasinga wrote:
karasinga wrote:
VituVingiSana wrote:
karasinga wrote:
Elephant Man wrote:
@ karasinga...cartoon ya BARCLAYS.

BBK
here it is. Also check prior analysis here

best wishes

4 may be a stretch unless there's a major negative event

hello VVS. I appreciate your response. I agree with you as it is evidenced by price leaving pitchfork. Anything can happen. Market will dance how she want to dance. We must listen and dance to the beat she throws out there. There will be more streams from time to time.
Best wishes


VVS, Let me try fundamentals. feel free to guide. still working on this.
Although BBK was not greatly affected by post interest capping effect, there is uncertainty on who it's suitor will be since parent Barclays said they will exit Africa. To top it up, banking industry might have red results not sparing BBK.

BBK isn't a fast growing bank anymore. It is restricted to Kenya [unlike Equity, I&M, NIC, DTB, etc] which is a competitive market. BBK will be affected by the general slowdown but not so much, as others, by the interest capping. That said, it has a healthy balance sheet [low NPLs] with I believe a level of NPLs that are manageable. Unlike some banks, I don't think they have a significant amount of hidden NPLs. That's why I see 4/- [pending some crazy happenings eg PEV, more price controls, etc ] as unlikely.

As for someone [Chinese/Indian/African not European/American] buying Barclays Africa... that might be good for BBK which has to operate under the Barclays PLC's regime re: risk, KYC, etc. I think the new buyer should merge all these country entities under one umbrella and cross-list "Barclays Africa" on the NSE.

I appreciate your feedback mate. looks like I was not far from your analysis but there are too many abbreviations. PLC's, KYC, NPL's.
best wishes

KYC = Know Your Customer
NPL = Non Performing Loans
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
karasinga
#607 Posted : Tuesday, February 07, 2017 6:55:39 AM
Rank: Veteran

Joined: 2/26/2015
Posts: 1,147
THOUGHT OF THE DAY:
"One of the differences between winners and losers is how they handle trades that goes against them. Nobody wins in every trade- everyone has to takes a loss once in a while. Winners take their losses very quickly, while lossers keep hoping and waiting for a trend to turn and bail them out. They keep getting excuses and explanation why market should turn just about now, while it continues to go against them, grinding down their equity and sapping their morale." Elder Alexander
Does it sound familiar? Who of the two are you?
best wishes
It's not over until I win
skype id: karasinga. email: kkarasinga@gmail.com
AndyC
#608 Posted : Tuesday, February 07, 2017 11:53:24 AM
Rank: Member

Joined: 4/21/2015
Posts: 151
karasinga wrote:
THOUGHT OF THE DAY:
"One of the differences between winners and losers is how they handle trades that goes against them. Nobody wins in every trade- everyone has to takes a loss once in a while. Winners take their losses very quickly, while lossers keep hoping and waiting for a trend to turn and bail them out. They keep getting excuses and explanation why market should turn just about now, while it continues to go against them, grinding down their equity and sapping their morale." Elder Alexander
Does it sound familiar? Who of the two are you?
best wishes


I keep waiting for some excitement in this market. Loosing or winning is Okay with me, its the boredom that bothers meAnxious Anxious
snipermnoma
#609 Posted : Tuesday, February 07, 2017 2:11:31 PM
Rank: Member

Joined: 1/3/2014
Posts: 257
@Karasinga

I went through the thread and have not found your analysis of a few I am interested in: Stanchart, bamburi, Total and NSE. The ones I found (thank you) are Safcom, KCB, KenyaRe, BBK, Kengen, Nation Media and Sanlam.

Meanwhile I am pondering on Benjamin Graham's quote "Investing isn't about beating others at their game. It is about controlling yourself at your own game"
karasinga
#610 Posted : Tuesday, February 07, 2017 6:03:52 PM
Rank: Veteran

Joined: 2/26/2015
Posts: 1,147
AndyC wrote:

I keep waiting for some excitement in this market. Loosing or winning is Okay with me, its the boredom that bothers meAnxious Anxious

Hello AndyC. Stocks are boring especially in a bear market. Could be it is time you look at the other markets which will not only excite you but raise all the "demons" in you either to or against your favor. smile
best wishes.
It's not over until I win
skype id: karasinga. email: kkarasinga@gmail.com
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