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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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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 winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: New-farer Joined: 5/22/2016 Posts: 69 Location: Nairobi
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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?
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Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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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
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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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 winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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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 winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: Chief Joined: 1/3/2007 Posts: 18,380 Location: Nairobi
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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
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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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 winskype id: karasinga. email: kkarasinga@gmail.com
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Rank: Member Joined: 4/21/2015 Posts: 151
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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 me
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Rank: Member Joined: 1/3/2014 Posts: 257
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@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"
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Rank: Veteran Joined: 2/26/2015 Posts: 1,147
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AndyC wrote:I keep waiting for some excitement in this market. Loosing or winning is Okay with me, its the boredom that bothers me 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.  best wishes. It's not over until I winskype id: karasinga. email: kkarasinga@gmail.com
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