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KCB 2018 and Beyond
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My 2 cents
#741 Posted : Thursday, November 23, 2023 11:19:29 AM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
The CEO is a bit of a jokestar but I believe he will deliver - after watching the 3 hour presentation yesterday, my confidence in KCB is somewhat restored.

https://www.youtube.com/...64w4ev07ugI&t=10758s
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VituVingiSana
#742 Posted : Thursday, November 23, 2023 12:57:00 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
My 2 cents wrote:
Oigara did not deserve the more than half a billion shillings paid to him in bonuses. I certainly hope Russo knows what he is doing.

How he got that employment/bonus contract beats me...
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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littledove
#743 Posted : Friday, December 29, 2023 8:24:18 AM
Rank: Veteran

Joined: 7/1/2014
Posts: 927
Location: sky
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?
There are only two emotions in the stock market, fear and hope. The problem is, you hope when you should fear and fear when you should hope
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VituVingiSana
#744 Posted : Friday, December 29, 2023 11:01:00 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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wukan
#745 Posted : Saturday, December 30, 2023 8:50:07 AM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,654
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


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VituVingiSana
#746 Posted : Saturday, December 30, 2023 1:25:18 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
wukan wrote:
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


Aren't we looking at prices today vs yesterday?
It does not benefit me one bit what yesterday's price was.
I have to pay today's price.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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wukan
#747 Posted : Sunday, December 31, 2023 8:44:10 AM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,654
VituVingiSana wrote:
wukan wrote:
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


Aren't we looking at prices today vs yesterday?
It does not benefit me one bit what yesterday's price was.
I have to pay today's price.


Would it matter if you pay today's price at 21.95 and KCB missed to pay its 3 bob dividend and the price settles at 27 because of improved CAR?
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Ericsson
#748 Posted : Monday, January 01, 2024 9:54:34 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB can afford to pay dividend using profits from the subsidiaries.
Equity share price falling may be due to possibility of a dividend cut come FY2023.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#749 Posted : Tuesday, January 02, 2024 10:21:35 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
wukan wrote:
VituVingiSana wrote:
wukan wrote:
VituVingiSana wrote:

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB price baked in the prospect of zero dividends. Isn't the move from 15 to >21.95 sufficient compensation for being forward looking?


Aren't we looking at prices today vs yesterday?
It does not benefit me one bit what yesterday's price was.
I have to pay today's price.


Would it matter if you pay today's price at 21.95 and KCB missed to pay its 3 bob dividend and the price settles at 27 because of improved CAR?


I would rather look at other options than KCB for now at 22 for my own peace of mind.

2x ABSA at 11
For Equity, I would like to get back in but at a lower price.
0.8 I&M at 17.50

Good Luck!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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VituVingiSana
#750 Posted : Tuesday, January 02, 2024 10:23:15 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
littledove wrote:
kcb currently at 22, i expected it to go back below ksh 20 but it has defied my expectation. heavy demand yesterday by foreign investors with all supply at 22 and below cleared.
This december i was aiming either kcb below ksh 20 or cfc below 100 both have refused to come down.
my eyes now at equity how far down can it go?

KCB cannot afford to pay a dividend given the CARs at KCB Kenya.
Equity might be a much better buy today but the cheaper the better.

I am not happy with the DPR of Equity since COVID days.
2 years of zero dividends. Then the dividend has been anemic vs others.
DRC will probably pay off so that's the bright light at the end of the tunnel.


KCB can afford to pay dividend using profits from the subsidiaries.
Equity share price falling may be due to possibility of a dividend cut come FY2023.

Which subsidiaries has the ability to send cash up to the Group for distribution as a dividend after funding their expansion requirements?
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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