Some things only come with experience. As good as personal research is great, experience is key.

Pole sana. I hardly log onto to Wazua.

There are no guarantees with all the geopolitical and local political drama!
I am currently focused on cash dividends and dividend growth. Capital Growth is a bonus. My goal is to beat 5-year T-Bond yields (13 Oct 2022). Not easy!

Focus is mostly on banks because they can adapt to higher interest rates, reinvest in T-Bonds and generally pay dividends.

I am a LONG TERM holder and can stomach low prices as long as I see better days.

KenyaRe: So-so performance but the current CEO's 2 terms are up. New CEO could be shareholder friendly until the scams start! Buyer Beware. Lots of cash will attract smiling vultures. See my comment on firms starting with "Kenya" in its name!
Price: 2/-
DPS: 0.10 (est FY22 but hoping for 0.15)
DY: 5%

SCBK: Well run. Steady performer. The DY is very attractive. Buy for the dividend not rapid growth.
Price: 135
DPS: 15.00 (est FY22)
DY: 11% (Like a Bond)

Centum: Sale of Sidian (cash is king), (slow)sales of properties, turnaround of COVID affected businesses eg NAS, Isuzu is doing well, CEO has 5mn+ shares, Kirubi family represented on the Board. It is NOT for the faint-hearted. TR Mall is dead. Slow property sales. HY22 results are due by 31 Dec 2022 and will give us a better read for FY23.
Price: 9.00
DPS: 0.60 (est FY23 - YE June 2023)
DY: 6.6%

ABSA: Well run. Steady performer. Growing its customer base. New CEO coming soon.
Price: 11
DPS: 1.10 (est FY22)
DY: 10% (Like a Bond)

DTK: Underperformed in 2020 and 2021 but there is pressure on the board. The low ROE (low hanging fruit) can be improved. It seems the CEO will retire soon.
Price: 49
DPS: 5.00 (est FY22)
DY: 10% (Like a Bond)

Longhorn: Underperformed in 2020 and 2021 (COVID). Recovery in 2022 but no dividend. Parents are broke but it has expanded regionally including DRC. A better performance expected in 2023.
Price: 4
DPS: 0.40 (est FY23 - Year end June 2023)
DY: 10% (Like a Bond)

BAT: Taxes will be increased on tobacco. The nicotine pouches, if allowed, will be a gamechanger. Lean and mean.
Price: 450
DPS: 50 (est FY22 Interim + Final)
DY: 11% (Like a Bond)

I own all of the above. I also added where I could eg BAT, SCBK for a good DY.

When is Kenya Re MD exiting? I cannot wait to exit Kenya Re but I am deeply in the red . Maybe a new MD may excite the market

Safaricom HY results to be released on Thursday 10 November 2022

This might not be good results considering the announcement day

18% drop in profit after tax

It's a definite buy sub KES 21

Awesome post. If it was another stock with a trailing PE Ratio of 14.5, trailing dividend yield of 5.45%, and non-existent growth in net incomes I would expect it to fall significantly. But I don't know everything.

Watesh is probably right about a dividend cut in the coming years. Debt repayment will take priority.