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Portfolio Balancing: Avoid Over Exposure To Financial Sector

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VituVingiSana		#441 Posted : Monday, August 25, 2025 9:53:53 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,237 Location: Nairobi		Angelica _ann wrote: MaichBlack wrote: obiero wrote: The writing is on the wall https://www.businessdail...orex-trade-hits-5166132 ^ Yet the same banks reported overall profit growth in the same half year under review. This writing has been there for over 10+ years, yet we keep going As is banks were making too much in FX. They need to work on volumes and products not spreads. The uptick in FDI, if any, should help banks make more from FX. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#442 Posted : Tuesday, August 26, 2025 11:16:20 AM
Rank: Elder Joined: 6/23/2009 Posts: 13,823 Location: nairobi		VituVingiSana wrote: Angelica _ann wrote: MaichBlack wrote: obiero wrote: The writing is on the wall https://www.businessdail...orex-trade-hits-5166132 ^ Yet the same banks reported overall profit growth in the same half year under review. This writing has been there for over 10+ years, yet we keep going As is banks were making too much in FX. They need to work on volumes and products not spreads. The uptick in FDI, if any, should help banks make more from FX. True. A reality check COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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obiero		#443 Posted : Tuesday, August 26, 2025 6:27:36 PM
Rank: Elder Joined: 6/23/2009 Posts: 13,823 Location: nairobi		Avoid over exposure https://www.businessdail...time-in-23-years-5168298 COOP 255,000 ABP 15.85; IMH 5,000 ABP 35.55; KQ 684,200 ABP 6.72; MTN 23,800 ABP 5.20
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MaichBlack		#444 Posted : Tuesday, August 26, 2025 6:55:09 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,602		obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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VituVingiSana		#445 Posted : Tuesday, August 26, 2025 8:25:13 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,237 Location: Nairobi		MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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MaichBlack		#446 Posted : Tuesday, August 26, 2025 8:43:14 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,602		VituVingiSana wrote: MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Am being sarcastic. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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