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Portfolio Balancing: Avoid Over Exposure To Financial Sector Options

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obiero		#341 Posted : Friday, October 27, 2023 7:59:48 AM
Rank: Elder Joined: 6/23/2009 Posts: 13,570 Location: nairobi		Ericsson wrote: obiero wrote: It was written NCBA is a star 31st on the NSE in terms of year-to-date performance COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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obiero		#342 Posted : Tuesday, November 28, 2023 9:21:20 PM
Rank: Elder Joined: 6/23/2009 Posts: 13,570 Location: nairobi		obiero wrote: Ericsson wrote: obiero wrote: It was written NCBA is a star 31st on the NSE in terms of year-to-date performance HF, STBC and then NCBA COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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obiero		#343 Posted : Tuesday, November 12, 2024 9:18:06 PM
Rank: Elder Joined: 6/23/2009 Posts: 13,570 Location: nairobi		Equity Q3 2024 PBT 51B COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Impunity		#344 Posted : Thursday, November 14, 2024 12:09:26 AM
Rank: Elder Joined: 3/2/2009 Posts: 26,328 Location: Masada		obiero wrote: Equity Q3 2024 PBT 51B Eti? Weuh Portfolio: Sold You know you've made it when you get a parking space for your yatcht.
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obiero		#345 Posted : Thursday, November 14, 2024 11:26:53 AM
Rank: Elder Joined: 6/23/2009 Posts: 13,570 Location: nairobi		Impunity wrote: obiero wrote: Equity Q3 2024 PBT 51B Eti? Weuh https://www.citizen.digi...th-pretax-profit-n352817 COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Ericsson		#346 Posted : Thursday, November 28, 2024 5:45:00 PM
Rank: Elder Joined: 12/4/2009 Posts: 10,714 Location: NAIROBI		Financial sector is now the star of the NSE. Record profits and record dividends Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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obiero		#347 Posted : Saturday, November 30, 2024 6:25:48 PM
Rank: Elder Joined: 6/23/2009 Posts: 13,570 Location: nairobi		Ericsson wrote: Financial sector is now the star of the NSE. Record profits and record dividends Record NPL too COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Ericsson		#348 Posted : Thursday, December 26, 2024 8:27:58 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,714 Location: NAIROBI		obiero wrote: Ericsson wrote: Financial sector is now the star of the NSE. Record profits and record dividends Record NPL too Safaricom good days are over Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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obiero		#349 Posted : Friday, January 03, 2025 11:42:50 AM
Rank: Elder Joined: 6/23/2009 Posts: 13,570 Location: nairobi		Ericsson wrote: obiero wrote: Ericsson wrote: Financial sector is now the star of the NSE. Record profits and record dividends Record NPL too Safaricom good days are over Financial stock valuations are getting out of hand. Stay alert. Do not be left naked when the water recedes COOP 70,000 ABP 15.20; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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VituVingiSana		#350 Posted : Wednesday, January 15, 2025 11:49:42 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,139 Location: Nairobi		I&M Interim Dividend has checked in KPLC 31 Jan 2025 There may be some small payments hapo na pale but it will be relatively quiet until April. EABL will likely have an interim. BAT will have a final DPS. Banks will have Final dividends. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson		#351 Posted : Monday, February 03, 2025 7:48:10 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,714 Location: NAIROBI		VituVingiSana wrote: I&M Interim Dividend has checked in KPLC 31 Jan 2025 There may be some small payments hapo na pale but it will be relatively quiet until April. EABL will likely have an interim. BAT will have a final DPS. Banks will have Final dividends. Kengen may emulate Kplc and issue an interim dividend. Safaricom interim dividend Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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wukan		#352 Posted : Thursday, February 06, 2025 7:49:41 AM
Rank: Veteran Joined: 11/13/2015 Posts: 1,602		Kenyan banks are going to have "come to Jesus" moment very soon. With a lot of dumb money banks are packing excess reserves with CBK while the real economy is demand constrained.
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Ericsson		#353 Posted : Friday, February 07, 2025 3:24:51 AM
Rank: Elder Joined: 12/4/2009 Posts: 10,714 Location: NAIROBI		wukan wrote: Kenyan banks are going to have "come to Jesus" moment very soon. With a lot of dumb money banks are packing excess reserves with CBK while the real economy is demand constrained. It's tough. Non-performing loans is a pain in the banking sector. Government honouring pending bills and reducing its appetite for borrowing is what is needed more than the cosmetic reduction in CBR Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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VituVingiSana		#354 Posted : Friday, February 07, 2025 9:33:55 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,139 Location: Nairobi		Ericsson wrote: wukan wrote: Kenyan banks are going to have "come to Jesus" moment very soon. With a lot of dumb money banks are packing excess reserves with CBK while the real economy is demand constrained. It's tough. Non-performing loans is a pain in the banking sector. Government honouring pending bills and reducing its appetite for borrowing is what is needed more than the cosmetic reduction in CBR CBR should have been reduced 100bps minimum. The CRR cut is meaningless for most banks. Banks will limit lending to businesses if their view of the economy going forward is negative. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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wukan		#355 Posted : Monday, February 10, 2025 10:43:32 AM
Rank: Veteran Joined: 11/13/2015 Posts: 1,602		VituVingiSana wrote: CBR should have been reduced 100bps minimum. The CRR cut is meaningless for most banks. Banks will limit lending to businesses if their view of the economy going forward is negative. Even 2017-2022 when the CBR was in single digits banks were not lending in any significant way. If they were lending it mostly with an eye towards collateral. I know you enjoy a lot of dividends from banks but the time for them to trim fat is coming.
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VituVingiSana		#356 Posted : Monday, February 10, 2025 12:57:29 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,139 Location: Nairobi		wukan wrote: VituVingiSana wrote: CBR should have been reduced 100bps minimum. The CRR cut is meaningless for most banks. Banks will limit lending to businesses if their view of the economy going forward is negative. Even 2017-2022 when the CBR was in single digits banks were not lending in any significant way. If they were lending it mostly with an eye towards collateral. I know you enjoy a lot of dividends from banks but the time for them to trim fat is coming. I agree they should get lean and mean. One has to be selective. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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