Wazua
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Price is what you pay, value is what you get - Warren Buffet
Rank: Veteran Joined: 6/2/2010 Posts: 1,066
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As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.
Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make?
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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Equity to sell in three years, or bbk to keep for as long as england is ruled by a monarch. Life is short. Live passionately.
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Rank: Member Joined: 10/5/2007 Posts: 91
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...with 90bn...I'd aim to buy both not either one or the other...
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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@m2c & sparkly, why not start your own bank? Financial plan as follows: Core Capital (1bn), Systems (2bn), Licences (100m), Branches & furniture (100m), poaching staff from other banks (500m) Use balance 87.2bn as a deposit in the new bank and start making money! Investment banking is ever better than this. A bad day fishing is better than a good day at work
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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definitely Equity Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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Barclays. Because of their history, international network and (in my opinion) BBK will be least affected by national politics.
BBI will solve it :)
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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If u say 2-3 years,i would go 4 Equity...reason being that BBK can't expand...look @ the Equity machine...South Sudan...UG...Mkesho...common mwananchi...CEO SUPREMO Mr James Mwangi...
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Rank: Veteran Joined: 1/7/2010 Posts: 1,279 Location: nbi
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If choice is between Equity & BBK, only a dumbass would buy BBK. Little or no upside The Governor of Nyeri - 2017
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Rank: Elder Joined: 12/9/2009 Posts: 6,592 Location: Nairobi
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Wa_ithaka wrote:If choice is between Equity & BBK, only a dumbass would buy BBK. Little or no upside I remember a few years ago when your favourite phrase 'dumbass' was used to describe people who were buying Apple shares in the States. Those 'dumbasses' are now 1000% richer. Read my signature below...
BBI will solve it :)
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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StatMeister wrote:@m2c & sparkly, why not start your own bank?
Financial plan as follows:
Core Capital (1bn), Systems (2bn), Licences (100m), Branches & furniture (100m), poaching staff from other banks (500m)
Use balance 87.2bn as a deposit in the new bank and start making money!
Investment banking is ever better than this. @stat... it would take an eternity to build a brand like Barclays. The chances of hitting it big like EB are slim. Life is short. Live passionately.
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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LOL... I wud just buy a T-Bond and live off the income... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 6/2/2010 Posts: 1,066
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The main issue embedded in the post is DO YOU REALLY BELIEVE EQUITY IS MORE VALUABLE THAN BARCLAYS?......(Forget the hypothetical 90 Billion)
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Rank: Veteran Joined: 1/7/2010 Posts: 1,279 Location: nbi
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2012-thanks for your comments. Highly appreciated they are too. The Governor of Nyeri - 2017
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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2012 wrote:Wa_ithaka wrote:If choice is between Equity & BBK, only a dumbass would buy BBK. Little or no upside I remember a few years ago when your favourite phrase 'dumbass' was used to describe people who were buying Apple shares in the States. Those 'dumbasses' are now 1000% richer. Read my signature below... LOLest... True dat! 10 years ago Apple had $150mn in the bank... Then came the Savior (Steve Jobs)... BTW, I did not buy Apple shares... I wish I had... I was there when the iMac came out! A beautiful machine... Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: User Joined: 5/9/2010 Posts: 1,418 Location: Nai
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REPOST : ON matters KQ . Please good people BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY BUY KQ. the uptrend has been confirmed. Or do you need another day of confirmation ?? I dnt think so .this stock'll shot up the roof. So BUY now . NOW Your future depends on your dreams so go to sleep !
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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My 2 cents wrote:The main issue embedded in the post is DO YOU REALLY BELIEVE EQUITY IS MORE VALUABLE THAN BARCLAYS?......(Forget the hypothetical 90 Billion) EB is a growth stock, can span wings to EA and further, acquire capital-rich banks, etc etc... Good for speculation. BBK is a very safe & stable stock, etc etc... Good for investors who don't want to take any risks. A bad day fishing is better than a good day at work
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Rank: Veteran Joined: 5/23/2010 Posts: 868 Location: La Islas Galápagos
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sparkly wrote:StatMeister wrote:@m2c & sparkly, why not start your own bank?
Financial plan as follows:
Core Capital (1bn), Systems (2bn), Licences (100m), Branches & furniture (100m), poaching staff from other banks (500m)
Use balance 87.2bn as a deposit in the new bank and start making money!
Investment banking is ever better than this. @stat... it would take an eternity to build a brand like Barclays. The chances of hitting it big like EB are slim. @ Sparkly, SCB has fewer branches, staff, assets, liabilities etc compared to BBK. But they made more money in Q1 2010? A bad day fishing is better than a good day at work
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Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
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StatMeister wrote:sparkly wrote:StatMeister wrote:@m2c & sparkly, why not start your own bank?
Financial plan as follows:
Core Capital (1bn), Systems (2bn), Licences (100m), Branches & furniture (100m), poaching staff from other banks (500m)
Use balance 87.2bn as a deposit in the new bank and start making money!
Investment banking is ever better than this. @stat... it would take an eternity to build a brand like Barclays. The chances of hitting it big like EB are slim. @ Sparkly, SCB has fewer branches, staff, assets, liabilities etc compared to BBK. But they made more money in Q1 2010? Thats coz SCB put all their money in T-Bills and bonds from 2008. Lets see what happens in full year 2010, T-bills are at 3%. Life is short. Live passionately.
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Rank: Member Joined: 3/8/2018 Posts: 507 Location: Nairobi
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Value investors having a hard time coming to terms with the current market. Trillions of dollars have been printed over the past two years New generation of investors is chasing high risk/ high return over slow and steady Would be a bubble that will crash, but where will all that money pumped to stimulate the economy go? Current market is a casino. And it's high on free money 
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Rank: Veteran Joined: 6/2/2010 Posts: 1,066
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My 2 cents wrote:As at yesterday (22.06.10); the total market value of Equity Bank was Kshs 87 Billion and that of Barclays Bank Kenya was Kshs 82 Billion.
Now suppose you had Kshs 90 Billion and had the option of purchasing one of these banks to have 100% shareholding, which purchase would you make? 11 years later Barclays - 56 Billion Equity - 201 Billion The market has made me humble over the years. At the time of posting, I totally believed that even comparing the two was a joke.
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Price is what you pay, value is what you get - Warren Buffet
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