obiero wrote:Q3 PBT projected vs actual
EQTY 61 - 65.6
KCB 59.7 - 62.0
COOP 30.1 - 30.03
ABSA 25.4 - 24.2
NCBA 20.4 - 20.4
IMH 17.1 - 17.8
SCBK 16.3
SBIC 12.7 - 12.8
DTB 10.4 - 11.2
HF 1.1
Standard Chartered books have refused to balance, after payout of KES 8 dividend in H1, amidst a 21% drop in PBT. Who does that!
Meantime, Sidian posts 470% YoY growth in PBT
Finally, Family Bank will join the Exchange Bar earnings forecasts with effect from Q4 2025
Who does that? A board where the H1 eps is Kshs. 21.4/=. Makes perfect sense if you ask me. Kshs. 13.4/= per share still retained for H1 2025. More retained earnings than the combined earnings per KQ share for 10 years!!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.