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KCB 2018 and Beyond
Rank: Member Joined: 9/26/2006 Posts: 401 Location: CENTRAL PROVINCE
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cnn wrote:cnn wrote:cnn wrote:mlennyma wrote:Fireworks.. Supply has dried at 26.70 NBK possible sale...sold some of the ones i purchased below 20. Full year results being released at this moment Appears like no dividend It will be an interesting day tomorrow but the news of the sale of NBK was clearly meant to neutralise the negativity of no dividends, rising NPL of Ksh 208.3bn and shrinking EPS.... Looks like it was a good day to sell today for those that did at Ksh 26.70. Happy hunting.
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Rank: Veteran Joined: 11/13/2015 Posts: 1,587
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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 
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Rank: Member Joined: 5/31/2011 Posts: 250
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KCB skips dividend payout for the first time in 21 years https://www.businessdail...ime-in-21-years--4563678You lose money chasing women, but you never lose women chasing money - NAS
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Rank: Elder Joined: 8/16/2011 Posts: 2,294
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KCB announces results at night . I thought it was a swearing in!!!
They bought a bull with no horns thinking it was a heifer nearing serving time ( National Bank)
Now they are selling their poor 'heifer-bull' for slaughter!!!
Hakuna Kitu!!!!
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Rank: Elder Joined: 7/21/2010 Posts: 6,182 Location: nairobi
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Realtreaty wrote:KCB announces results at night . I thought it was a swearing in!!!
They bought a bull with no horns thinking it was a heifer nearing serving time ( National Bank)
Now they are selling their poor 'heifer-bull' for slaughter!!!
Hakuna Kitu!!!! May be oigara was running away from that bad decision plus the earlier south Sudan "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Chief Joined: 1/3/2007 Posts: 18,095 Location: Nairobi
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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 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% Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Veteran Joined: 7/1/2014 Posts: 903 Location: sky
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littledove wrote:Sir invest wrote:Yes. But 3 bob will be a surprise to many. This one i bought heavily at 18 and below, i expect them to resume paying dividend of atleast 3bob by next year, that would be a very good yield at my current average. This year i don't expect much but at least 2bob will be appreciated my biggest weakness have come to play again, i always locate very good discounts at nse but i exit early  bought kcb heavily @an average of 17.80 but exited at 26, its now heading to 30 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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Rank: Member Joined: 1/13/2014 Posts: 386 Location: Denmark
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littledove wrote:littledove wrote:Sir invest wrote:Yes. But 3 bob will be a surprise to many. This one i bought heavily at 18 and below, i expect them to resume paying dividend of atleast 3bob by next year, that would be a very good yield at my current average. This year i don't expect much but at least 2bob will be appreciated my biggest weakness have come to play again, i always locate very good discounts at nse but i exit early bought kcb heavily @an average of 17.80 but exited at 26, its now heading to 30 Go long-term and avoid sporadic spikes in the heart rate. Seeing is believing
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Rank: Elder Joined: 7/21/2010 Posts: 6,182 Location: nairobi
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littledove wrote:littledove wrote:Sir invest wrote:Yes. But 3 bob will be a surprise to many. This one i bought heavily at 18 and below, i expect them to resume paying dividend of atleast 3bob by next year, that would be a very good yield at my current average. This year i don't expect much but at least 2bob will be appreciated my biggest weakness have come to play again, i always locate very good discounts at nse but i exit early bought kcb heavily @an average of 17.80 but exited at 26, its now heading to 30 Sometimes we aim too low only to regret, because we even don't sell to take the money to a better investment @31 Now you have lost 4 quick shillings and I still think the price of kcb should be somewhere near equity share going forward ...iam also dreaming of a special dividend after selling NBK "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,671 Location: NAIROBI
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mlennyma wrote:littledove wrote:littledove wrote:Sir invest wrote:Yes. But 3 bob will be a surprise to many. This one i bought heavily at 18 and below, i expect them to resume paying dividend of atleast 3bob by next year, that would be a very good yield at my current average. This year i don't expect much but at least 2bob will be appreciated my biggest weakness have come to play again, i always locate very good discounts at nse but i exit early bought kcb heavily @an average of 17.80 but exited at 26, its now heading to 30 Sometimes we aim too low only to regret, because we even don't sell to take the money to a better investment @31 Now you have lost 4 quick shillings and I still think the price of kcb should be somewhere near equity share going forward ...iam also dreaming of a special dividend after selling NBK No special dividend from KCB;the money will be used to boost the capital ratios for KCB Kenya/refund the money. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,671 Location: NAIROBI
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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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Rank: Chief Joined: 1/3/2007 Posts: 18,095 Location: Nairobi
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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  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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Rank: Veteran Joined: 11/13/2015 Posts: 1,587
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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 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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Rank: Elder Joined: 7/21/2010 Posts: 6,182 Location: nairobi
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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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Rank: New-farer Joined: 8/1/2019 Posts: 86
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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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Rank: Elder Joined: 12/4/2009 Posts: 10,671 Location: NAIROBI
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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 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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Rank: Elder Joined: 6/23/2009 Posts: 13,495 Location: nairobi
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HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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