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Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Chief Joined: 1/3/2007 Posts: 18,258 Location: Nairobi
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obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking  It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,894 Location: nairobi
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VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Mzee. It is pointing to a failing economy. Why would anyone build such a hotel with the aim of defaulting. Think through this
COOP ABP 15.85; IMH ABP 35.55; KQ ABP 5.75; MTN ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,643
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obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Mzee. It is pointing to a failing economy. Why would anyone build such a hotel with the aim of defaulting. Think through this When companies like this which defaulted on whole Kshs. 19 Billion, banks have to act decisively to recover the money. That is what shareholders want to see!! Sasa hawa 19 Billion defaulters sijui ama they were planning to default!!!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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Rank: Chief Joined: 1/3/2007 Posts: 18,258 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Mzee. It is pointing to a failing economy. Why would anyone build such a hotel with the aim of defaulting. Think through this Just said Equity is working hard to recover depositors' money. Sijasema chochote about the Mzee who I feel sorry for but Equity also has responsibilities. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,894 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Mzee. It is pointing to a failing economy. Why would anyone build such a hotel with the aim of defaulting. Think through this Just said Equity is working hard to recover depositors' money. Sijasema chochote about the Mzee who I feel sorry for but Equity also has responsibilities. True. Foreclosures are never pretty. Let us hope and pray the NPLs are kept in check and KESONIA does magic in the sector https://www.businessdail...-mid-tier-hotels-5190954
COOP ABP 15.85; IMH ABP 35.55; KQ ABP 5.75; MTN ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,258 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Mzee. It is pointing to a failing economy. Why would anyone build such a hotel with the aim of defaulting. Think through this Just said Equity is working hard to recover depositors' money. Sijasema chochote about the Mzee who I feel sorry for but Equity also has responsibilities. True. Foreclosures are never pretty. Let us hope and pray the NPLs are kept in check and KESONIA does magic in the sector https://www.businessdail...mid-tier-hotels-5190954 KESONIA, while welcome, cannot make a bad loan become good. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,894 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Mzee. It is pointing to a failing economy. Why would anyone build such a hotel with the aim of defaulting. Think through this Just said Equity is working hard to recover depositors' money. Sijasema chochote about the Mzee who I feel sorry for but Equity also has responsibilities. True. Foreclosures are never pretty. Let us hope and pray the NPLs are kept in check and KESONIA does magic in the sector https://www.businessdail...mid-tier-hotels-5190954 KESONIA, while welcome, cannot make a bad loan become good. That's true, but a standardized rate should curtail predatory pricing. CBK should go further and introduce a max margin, the + must not be limitless
COOP ABP 15.85; IMH ABP 35.55; KQ ABP 5.75; MTN ABP 5.20
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Rank: Elder Joined: 7/22/2009 Posts: 7,643
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obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:VituVingiSana wrote:The KQs of banking It's like KQ in a WhatsApp group with Emirates, Singapore and ET discussing profits and capitalization! You took the words from my mouth. It is like using Airtel's financial to discourage someone from buying Safaricom at whatever price. Which of the banks people invest in here is likely to be in the list!!?? Think bigger. There are 75,106 KQ minority shareholders. Singling out 1 vocal shareholder to try create an illusion won't stick. Meanwhile, this thread relates to financial sector, is this good or bad news https://www.businessdail...el-over-default-5189134 Equity is working hard to recover depositors' money. Good for Equity. Mzee. It is pointing to a failing economy. Why would anyone build such a hotel with the aim of defaulting. Think through this Just said Equity is working hard to recover depositors' money. Sijasema chochote about the Mzee who I feel sorry for but Equity also has responsibilities. True. Foreclosures are never pretty. Let us hope and pray the NPLs are kept in check and KESONIA does magic in the sector https://www.businessdail...mid-tier-hotels-5190954 KESONIA, while welcome, cannot make a bad loan become good. That's true, but a standardized rate should curtail predatory pricing. CBK should go further and introduce a max margin, the + must not be limitless You know you are advocating for interest rates control, right? 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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Rank: Elder Joined: 7/22/2009 Posts: 7,643
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You cannot have a max margin unless there is a max risk profile. Unless of course we say people past a certain risk profile should be denied loans! That is exactly what happened during the interest rates control era. 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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Rank: Elder Joined: 6/23/2009 Posts: 13,894 Location: nairobi
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MaichBlack wrote:You cannot have a max margin unless there is a max risk profile. Unless of course we say people past a certain risk profile should be denied loans! That is exactly what happened during the interest rates control era. Yes. Exactly that! Remember not all applications are approved anyways, so why not have a point beyond which the greed is capped
COOP ABP 15.85; IMH ABP 35.55; KQ ABP 5.75; MTN ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,258 Location: Nairobi
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obiero wrote:MaichBlack wrote:You cannot have a max margin unless there is a max risk profile. Unless of course we say people past a certain risk profile should be denied loans! That is exactly what happened during the interest rates control era. Yes. Exactly that! Remember not all applications are approved anyways, so why not have a point beyond which the greed is capped An unnamed airline should do the same with the crazy high voices. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,894 Location: nairobi
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VituVingiSana wrote:obiero wrote:MaichBlack wrote:You cannot have a max margin unless there is a max risk profile. Unless of course we say people past a certain risk profile should be denied loans! That is exactly what happened during the interest rates control era. Yes. Exactly that! Remember not all applications are approved anyways, so why not have a point beyond which the greed is capped An unnamed airline should do the same with the crazy high voices. Hehe. Voices tena mzee
COOP ABP 15.85; IMH ABP 35.55; KQ ABP 5.75; MTN ABP 5.20
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Rank: Chief Joined: 1/3/2007 Posts: 18,258 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:You cannot have a max margin unless there is a max risk profile. Unless of course we say people past a certain risk profile should be denied loans! That is exactly what happened during the interest rates control era. Yes. Exactly that! Remember not all applications are approved anyways, so why not have a point beyond which the greed is capped An unnamed airline should do the same with the crazy high voices. Hehe. Voices tena mzee https://www.businessdail...kia-planes-snub-5194420
KE banks will be better off without government subsidies to KQ and protection of KQ. So many flower exporters would love more flights to JKIA. Hotels would love more flights to Mombasa. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,894 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:MaichBlack wrote:You cannot have a max margin unless there is a max risk profile. Unless of course we say people past a certain risk profile should be denied loans! That is exactly what happened during the interest rates control era. Yes. Exactly that! Remember not all applications are approved anyways, so why not have a point beyond which the greed is capped An unnamed airline should do the same with the crazy high voices. Hehe. Voices tena mzee https://www.businessdail...kia-planes-snub-5194420
KE banks will be better off without government subsidies to KQ and protection of KQ. So many flower exporters would love more flights to JKIA. Hotels would love more flights to Mombasa. Sasa 28B bank debt was already converted to shares. That's milk poured. Haizoeleki. Still to come, KES 66B debt conversion. Long live KQ 😂
COOP ABP 15.85; IMH ABP 35.55; KQ ABP 5.75; MTN ABP 5.20
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Portfolio Balancing: Avoid Over Exposure To Financial Sector
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