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Exchange Bar: Results forecast
Rank: Elder Joined: 6/23/2009 Posts: 13,547 Location: nairobi
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murchr wrote:obiero wrote:obiero wrote:The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
KCB 6.8 Actual 7.4
EQTY 6.4 Actual 8.3
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2
HFCK 0.18
NBK 0.14 Shocking Equity Bank PBT growth Very impressive! @murchr extremely
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: 18,120 Location: Nairobi
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And Oigara was paid 250mn vs Mwangi's 65m for 2017. JM has positioned Equity for superb growth ex-Kenya (& even in Kenya). Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. 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: 13,547 Location: nairobi
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VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb
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: 1/30/2011 Posts: 207
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obiero wrote:VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb Me too... The Ekwetel has finally come to the "rescue" of Ekwete cellphone business case - having considerably limped since it's launch a few years back... But the question is, will the MVNO still be relevant for many years to come with the fast adoption of smartphones and evolution of the network technology...? I understand that in about 4 years, telco's will start switching off 1G, 2G (Edge) and perhaps 3G networks to facilitate the on-boarding process of 5G which is being cited as similar to the shift from black and white television to coloured television... Eventually, these feature phones will be replaced with smartphones which will definitely increase the up take if Apps more readily...
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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obiero wrote:VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb This is reactive investing. How quickly the market forgets a few years ago when the tables were turned. Understand that this is mainly LLP that are bloating the profits. The reverse will also be true where KCB will have the upper hand. Quite typical behavior for Equity and KCB.
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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Wororo wrote:obiero wrote:VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb Me too... The Ekwetel has finally come to the "rescue" of Ekwete cellphone business case - having considerably limped since it's launch a few years back... But the question is, will the MVNO still be relevant for many years to come with the fast adoption of smartphones and evolution of the network technology...? I understand that in about 4 years, telco's will start switching off 1G, 2G (Edge) and perhaps 3G networks to facilitate the on-boarding process of 5G which is being cited as similar to the shift from black and white television to coloured television... Eventually, these feature phones will be replaced with smartphones which will definitely increase the up take if Apps more readily... 2G can't be switched off;it's what is used for voice communication and sms Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 4/21/2015 Posts: 151
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VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB?
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Rank: Chief Joined: 1/3/2007 Posts: 18,120 Location: Nairobi
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AndyC wrote:VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB? Mwangi (& many of the directors) has skin in the game. The dividends are available to all of us as shareholders. Oigara (like Naikuni, Segman, etc) can walk away with no loss. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Member Joined: 3/20/2008 Posts: 503
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murchr wrote:obiero wrote:obiero wrote:The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
KCB 6.8 Actual 7.4
EQTY 6.4 Actual 8.3
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2
HFCK 0.18
NBK 0.14 Shocking Equity Bank PBT growth Very impressive! I see NIC snuck in Q1 results https://www.nse.co.ke/li...ch-2018-of-nic-group-plc
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Rank: Elder Joined: 6/23/2009 Posts: 13,547 Location: nairobi
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The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B: EQTY 6.4 Actual 8.3 KCB 6.8 Actual 7.4 COOP 4.1 SCBK 2.8 DTB 2.7 BBK 2.3 I&M 1.7 STB 1.5 Actual 2.7 NIC 1.2 Actual 1.3 HFCK 0.18 NBK 0.14
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: 7/10/2014 Posts: 145 Location: Nairobi
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VituVingiSana wrote:AndyC wrote:VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. Mwangi will make up for the difference in dividends. What is Oigara's shareholding in KCB? Mwangi (& many of the directors) has skin in the game. The dividends are available to all of us as shareholders. Oigara (like Naikuni, Segman, etc) can walk away with no loss. Mwangi hataki kufinance NYS  . Remember 30% of the pay should be going to KRA PAYE 75M Vs 19.5M. "Blowing out someone else candle won't make yours shine brighter"-Anonymous
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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obiero wrote:The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 This time round your figures were not accurate, though better coz of over achievement!!! Wonder whether they will maintain the momentum for the whole with such very good q1 results. 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: 13,547 Location: nairobi
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Angelica _ann wrote:obiero wrote:The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 This time round your figures were not accurate, though better coz of over achievement!!! Wonder whether they will maintain the momentum for the whole with such very good q1 results. True. The initial releases have not been consistent with the exchange bar projections but we are still receiving more..
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: 12/4/2009 Posts: 10,702 Location: NAIROBI
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obiero wrote:Angelica _ann wrote:obiero wrote:The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 This time round your figures were not accurate, though better coz of over achievement!!! Wonder whether they will maintain the momentum for the whole with such very good q1 results. True. The initial releases have not been consistent with the exchange bar projections but we are still receiving more.. @Obiero Usiwe na wasi wasi upishi ni mingi Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,547 Location: nairobi
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Ericsson wrote:obiero wrote:Angelica _ann wrote:obiero wrote:The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1
SCBK 2.8
DTB 2.7
BBK 2.3
I&M 1.7
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 This time round your figures were not accurate, though better coz of over achievement!!! Wonder whether they will maintain the momentum for the whole with such very good q1 results. True. The initial releases have not been consistent with the exchange bar projections but we are still receiving more.. @Obiero Usiwe na wasi wasi upishi ni mingi Provision manenos
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: 13,547 Location: nairobi
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The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B: EQTY 6.4 Actual 8.3 KCB 6.8 Actual 7.4 COOP 4.1 Actual 4.9 SCBK 2.8 DTB 2.7 BBK 2.3 I&M 1.7 STB 1.5 Actual 2.7 NIC 1.2 Actual 1.3 HFCK 0.18 NBK 0.14
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: 12/4/2009 Posts: 10,702 Location: NAIROBI
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All banks that have reported Q1 2018 have had a contraction in the loan book if you compare FY2017 and Q1 2018. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,547 Location: nairobi
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Ericsson wrote:All banks that have reported Q1 2018 have had a contraction in the loan book if you compare FY2017 and Q1 2018. All that have reported thus far, have also reported increased profit against reduced provisions.. Then why exactly do we need to remove the rate cap?
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: 12/4/2009 Posts: 10,702 Location: NAIROBI
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obiero wrote:Ericsson wrote:All banks that have reported Q1 2018 have had a contraction in the loan book if you compare FY2017 and Q1 2018. All that have reported thus far, have also reported increased profit against reduced provisions.. Then why exactly do we need to remove the rate cap? Removing the rate cap was to rescue the likes of sidian bank but Treasury avoids rate cap in draft law Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,547 Location: nairobi
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The Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B: EQTY 6.4 Actual 8.3 KCB 6.8 Actual 7.4 COOP 4.1 Actual 4.9 SCBK 2.8 DTB 2.7 Actual 2.7 BBK 2.3 I&M 1.7 STB 1.5 Actual 2.7 NIC 1.2 Actual 1.3 HFCK 0.18 NBK 0.14
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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