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CFC Stanbic vs I and M
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Pesa Nane
#11 Posted : Friday, March 01, 2019 10:12:01 AM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
tom_boy wrote:
Mastermind wrote:
Superprime1 wrote:
Pesa Nane wrote:
young wrote:
CFC stanbic from dividend yield angle.

FY 17

I&M 3.00 Bob

CFC 5.25 Bob


FY 18
Not out but CFC also paid 2.25 interim dividend. Projected final is 5.00 Bob

I&M projected at most 4.00 Bob in total.




Expected end of day today

What's expected end of day today @PesaNane?


FY2018

?


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Pesa Nane plans to be shilingi when he grows up.
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VituVingiSana
#12 Posted : Thursday, May 02, 2019 11:12:04 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,350
Location: Nairobi
From the perspective of a "Per Share" basis given the shares were priced almost the same on 1 Jan 2019, I&M is ahead at 125/- vs Stanbic at 100/-

I&M is more profitable than Stanbic KE on a PAT basis with a higher EPS too.
Also better positioned for regional growth with a JV in Mauritius and subsidiaries in RW and TZ.

The DPS for I&M remains lower than Stanbic KE but I&M may need more funds for expansion and recapitalization of its subsidiaries.
Like other KE banks e.g. Equity, I&M also shored up its capital in the TZ subsidiary.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Thursday, May 02, 2019 11:15 PM | Reason: Not specified
xtina
#13 Posted : Sunday, September 08, 2019 9:44:41 PM
Rank: Member

Joined: 6/26/2008
Posts: 399
VituVingiSana wrote:
From the perspective of a "Per Share" basis given the shares were priced almost the same on 1 Jan 2019, I&M is ahead at 125/- vs Stanbic at 100/-

I&M is more profitable than Stanbic KE on a PAT basis with a higher EPS too.
Also better positioned for regional growth with a JV in Mauritius and subsidiaries in RW and TZ.

The DPS for I&M remains lower than Stanbic KE but I&M may need more funds for expansion and recapitalization of its subsidiaries.
Like other KE banks e.g. Equity, I&M also shored up its capital in the TZ subsidiary.



Does this opinion still hold? I see very attractive prices for both and still deciding which share to buy. Stanbic at 96.5 and I&M at 46.5
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VituVingiSana
#14 Posted : Monday, September 09, 2019 2:46:39 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,350
Location: Nairobi
xtina wrote:
VituVingiSana wrote:
From the perspective of a "Per Share" basis given the shares were priced almost the same on 1 Jan 2019, I&M is ahead at 125/- vs Stanbic at 100/-

I&M is more profitable than Stanbic KE on a PAT basis with a higher EPS too.
Also better positioned for regional growth with a JV in Mauritius and subsidiaries in RW and TZ.

The DPS for I&M remains lower than Stanbic KE but I&M may need more funds for expansion and recapitalization of its subsidiaries.
Like other KE banks e.g. Equity, I&M also shored up its capital in the TZ subsidiary.


Does this opinion still hold? I see very attractive prices for both and still deciding which share to buy. Stanbic at 96.5 and I&M at 46.5
You should update both using 1H numbers and expected growth.
I&M has become substantially cheaper since May 2019.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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