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KCB 2018 and Beyond
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Ericsson
#771 Posted : Saturday, April 20, 2024 8:16:22 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
https://www.businessdail...i-banking-deal--4590540

Stanbic taking over KCB business/client.
I hope it ends well with them
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#772 Posted : Tuesday, April 23, 2024 4:33:11 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Ericsson wrote:
https://www.businessdailyafrica.com/bd/corporate/companies/stanbic-wins-devki-banking-deal--4590540

Stanbic taking over KCB business/client.
I hope it ends well with them
Laughing out loudly Laughing out loudly Laughing out loudly Something tells me there will be drama with Devki down the line.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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wukan
#773 Posted : Wednesday, May 22, 2024 5:52:45 PM
Rank: Veteran

Joined: 11/13/2015
Posts: 1,653
VituVingiSana wrote:
wukan wrote:
VituVingiSana wrote:
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!


I have been sufficiently compensated smile

Good for you.
KCB VWAP 24.15 (vs 21.95 when we looked at it) +10%
ABSA VWAP 14 (vs 11 when we looked at it) +27%


Impressive 53% growth in profits to 21.2 B. The market is proving that dividends are irrelevant
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mlennyma
#774 Posted : Thursday, May 23, 2024 10:09:34 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Kcb was selling at 15bob .. What a gain for the bold?
"Don't let the fear of losing be greater than the excitement of winning."
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McGill
#775 Posted : Friday, May 24, 2024 1:08:03 PM
Rank: Member

Joined: 8/1/2019
Posts: 106
mlennyma wrote:
Kcb was selling at 15bob .. What a gain for the bold?


Good gains. With a Q1 EPS of just above ksh20 am still a buyer.
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Ericsson
#776 Posted : Wednesday, May 29, 2024 5:32:38 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
wukan wrote:
VituVingiSana wrote:
wukan wrote:
VituVingiSana wrote:
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!


I have been sufficiently compensated smile

Good for you.
KCB VWAP 24.15 (vs 21.95 when we looked at it) +10%
ABSA VWAP 14 (vs 11 when we looked at it) +27%


Impressive 53% growth in profits to 21.2 B. The market is proving that dividends are irrelevant


Dividends coming at half year
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#777 Posted : Tuesday, August 06, 2024 8:34:33 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
.

KQ ABP 4.26
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Ericsson
#778 Posted : Thursday, December 26, 2024 8:44:49 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Share price stuck at 39.50
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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growing
#779 Posted : Friday, December 27, 2024 9:31:37 AM
Rank: New-farer

Joined: 1/23/2015
Posts: 16
Location: mtandao
Ericsson wrote:
Share price stuck at 39.50

Resistance level
Compounding
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Ericsson
#780 Posted : Thursday, March 27, 2025 3:27:56 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Dividend payout to be low as they are still hungry for growth and chasing for acquisition and entry into Ethiopia.
This year they may probably hike dividend to ksh.4
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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