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Exchange Bar: Results forecast
Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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Horton wrote:Ericsson wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:obiero wrote:Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book Plus those paying interim dividends will retain the norm. KCB may hike to 1.25 If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels That would be my get out jail card
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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heri wrote:Horton wrote:Ericsson wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Ericsson wrote:VituVingiSana wrote:obiero wrote:Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042 @Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2 This is the quarter with full effect of COVID-19. Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities 3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months. Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book Plus those paying interim dividends will retain the norm. KCB may hike to 1.25 If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels That would be my get out jail card We need more Covid bleeding, let the shares fall fall & fall!!! 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: 12/4/2009 Posts: 10,684 Location: NAIROBI
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ABSA to announce Half year results on August 24 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence . Asante Sana The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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young wrote:Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence . Asante Sana KCB probably will release this week,if I get full information will post. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/21/2010 Posts: 6,183 Location: nairobi
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Ericsson wrote:young wrote:Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence Asante Sana KCB probably will release this week,if I get full information will post. prepare for dividend drought "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Veteran Joined: 8/30/2007 Posts: 1,558 Location: Nairobi
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mlennyma wrote:Ericsson wrote:young wrote:Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence Asante Sana KCB probably will release this week,if I get full information will post. prepare for dividend drought Anyone got dates for HY release?
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Rank: Member Joined: 6/15/2013 Posts: 301
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mlennyma wrote:Ericsson wrote:young wrote:Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence Asante Sana KCB probably will release this week,if I get full information will post. prepare for dividend drought It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay.
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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mulla wrote:mlennyma wrote:Ericsson wrote:young wrote:Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence Asante Sana KCB probably will release this week,if I get full information will post. prepare for dividend drought It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay. Why an abuse. BAT did it why not them Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Ericsson wrote:young wrote:Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence . Asante Sana KCB probably will release this week,if I get full information will post. KCB results out. Details will be on the KCB thread Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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obiero wrote:Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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Ericsson wrote:mulla wrote:mlennyma wrote:Ericsson wrote:young wrote:Ericsson wrote:ABSA to announce Half year results on August 24 Thanks as usual @Ericsson. We expect HY results of Stanbic, Stanchart and KCB all within this August. Please avail us with updates on specific dates when you have the information. The normal sequence before was in this order Stanbic ABSA KCB Stanchart It is possible there is a new normal sequence Asante Sana KCB probably will release this week,if I get full information will post. prepare for dividend drought It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay. Why an abuse. BAT did it why not them BAT is in a world of its own  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: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Coop bank has also released HY results today morning Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Ericsson wrote:obiero wrote:Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2 Actual 9.6
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 9/14/2011 Posts: 834 Location: nairobi
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Rank: Elder Joined: 12/7/2012 Posts: 11,908
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That tweet doesn't add up.... 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: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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Angelica _ann wrote:That tweet doesn't add up.... I think he meant +45% (KCB) vs +8.5% (Coop) in NPLs compared to 4Q2019 Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,684 Location: NAIROBI
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Ericsson wrote:Ericsson wrote:obiero wrote:Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2 Actual 9.6
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2 Actual 4.1
HFCK 0.042 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Chief Joined: 1/3/2007 Posts: 18,103 Location: Nairobi
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obiero wrote:Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042 This will be interesting. 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: 13,517 Location: nairobi
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Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B: KCB 18.2 Actual 12.8 EQTY 14 COOP 10.2 Actual 9.6 I&M 6.9 ABSA 6.2 SCBK 6.1 DTB 5.8 NCBA 4.8 STANB 4.2 Actual 4.1 HFCK 0.042
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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