The following are my picks for 2026 (in order of priority)
1. KQ. NBV KES (31.16). (Current Price: Ksh 3.30; Target Price range Ksh 8.52 by Dec 31st 2026); About 150% Upside
Speculative. Primary appreciation factor is the anticipated KES 69B capital injection by a strategic investor. A high risk play, where the share could face a fresh suspension
2. JUB. NBV KES 783 (Current Price: Ksh 345; Target Price range Ksh 420 by Dec 31st 2026); About 21% Upside
Dominance in corporate insurance business. Strong sales in run up to the 2027 general election
3. DTB. NBV KES 310 (Current Price: Ksh 117; Target Price range Ksh 200 by Dec 31st 2026); About 70% Upside, excluding dividend gain
Grossly undervalued tier 1 banking stock.
4. IMH. NBV 60.4 (Current Price: Ksh 44.90; Target Price range Ksh 54 by Dec 31st 2026); About 20% Upside, excluding dividend gain
Emerging giant with steep ROI. Over 20% YoY PBT growth projection in near to mid term
5. TPSEA. NBV KES 60.99 (Current Price: Ksh 15.75; Target Price range Ksh 30 by Dec 31st 2026); About 90% Upside
Recovering tourism industry should restore lost glory.
Thank me later
KQ ABP 4.26