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Exchange Bar: Results forecast
obiero
#2476 Posted : Friday, June 30, 2023 4:53:30 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
mlennyma wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


That kq and Hf holding in your signature bwana, is it for you or your grand children?

I'm 52% up YTD on HF. Hopefully you have been able to get similar returns. To answer the question, it's a mixture of both current and generational. My stock holdings are always loose change to me, money I don't want to lose but can afford to, if shit hits the fan

KQ ABP 4.26
Ericsson
#2477 Posted : Tuesday, July 04, 2023 6:03:19 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
obiero
#2478 Posted : Thursday, July 06, 2023 8:48:38 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
Ericsson wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.

Ofcourse it's guesswork! Come up with your own accurate forecast and place it here we compare and contrast

KQ ABP 4.26
VituVingiSana
#2479 Posted : Friday, July 07, 2023 10:06:54 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,342
Location: Nairobi
obiero wrote:
Ericsson wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.

Ofcourse it's guesswork! Come up with your own accurate forecast and place it here we compare and contrast
I have to side with @Obiero on this. His estimates, at times, have been accurate! Applause

@Obiero, keep posting them.

@Ericsson, we can post ours too.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#2480 Posted : Monday, July 10, 2023 11:00:32 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.

Ofcourse it's guesswork! Come up with your own accurate forecast and place it here we compare and contrast
I have to side with @Obiero on this. His estimates, at times, have been accurate! Applause

@Obiero, keep posting them.

@Ericsson, we can post ours too.


Sawa @vvs.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
My 2 cents
#2481 Posted : Thursday, August 10, 2023 4:53:33 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
obiero wrote:
Ericsson wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.

Ofcourse it's guesswork! Come up with your own accurate forecast and place it here we compare and contrast


Stanbic is in today. Please update.
My 2 cents
#2482 Posted : Friday, August 11, 2023 5:50:46 PM
Rank: Veteran

Joined: 6/2/2010
Posts: 1,089
My 2 cents wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.

Ofcourse it's guesswork! Come up with your own accurate forecast and place it here we compare and contrast


Stanbic is in today. Please update.


Stanbic HY PAT 6.7B
muandiwambeu
#2483 Posted : Friday, August 11, 2023 9:52:19 PM
Rank: Veteran

Joined: 8/28/2015
Posts: 1,247
My 2 cents wrote:
My 2 cents wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
H1 2023 PBT
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6
DTB 5.2
HF 0.19


From ABSA going downwards those projections are fake.
Absa Q1 PBT was ksh.6.5bn,how then does HY become ksh.9.6
Similarly for NCBA,Stanbic,Stanchart etc.
Looks like guesswork with no fundamentals being done here.

Ofcourse it's guesswork! Come up with your own accurate forecast and place it here we compare and contrast


Stanbic is in today. Please update.


Stanbic HY PAT 6.7B
month
Pbt
,Behold, a sower went forth to sow;....
obiero
#2484 Posted : Sunday, August 13, 2023 7:19:46 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
H1 2023 PBT projected - actual
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6 - 9.7
DTB 5.2
HF 0.19

KQ ABP 4.26
VituVingiSana
#2485 Posted : Monday, August 14, 2023 10:34:40 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,342
Location: Nairobi
obiero wrote:
H1 2023 PBT projected - actual
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6 - 9.7
DTB 5.2
HF 0.19

@obiero - Stanbic was a rare miss for you. 50%!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#2486 Posted : Monday, August 14, 2023 7:11:17 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
VituVingiSana wrote:
obiero wrote:
H1 2023 PBT projected - actual
EQTY 34.1
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6 - 9.7
DTB 5.2
HF 0.19

@obiero - Stanbic was a rare miss for you. 50%!

The new sheriff is doing good things there

KQ ABP 4.26
obiero
#2487 Posted : Tuesday, August 15, 2023 9:12:01 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
H1 2023 PBT projected - actual
EQTY 34.1 - 35.2
KCB 32.2
COOP 18
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6 - 9.7
DTB 5.2
HF 0.19

KQ ABP 4.26
obiero
#2488 Posted : Thursday, August 17, 2023 1:59:35 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
H1 2023 PBT projected - actual
EQTY 34.1 - 35.2
KCB 32.2
COOP 18 - 16.4
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6 - 9.7
DTB 5.2
HF 0.19

KQ ABP 4.26
mlennyma
#2489 Posted : Thursday, August 17, 2023 5:48:53 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
obiero wrote:
H1 2023 PBT projected - actual
EQTY 34.1 - 35.2
KCB 32.2
COOP 18 - 16.4
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6 - 9.7
DTB 5.2
HF 0.19


So equity might dethrone Safaricom
"Don't let the fear of losing be greater than the excitement of winning."
obiero
#2490 Posted : Thursday, August 17, 2023 5:59:48 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,211
Location: nairobi
mlennyma wrote:
obiero wrote:
H1 2023 PBT projected - actual
EQTY 34.1 - 35.2
KCB 32.2
COOP 18 - 16.4
ABSA 9.6
SCBK 9.3
NCBA 8.8
I&M 7.1
STBC 6.6 - 9.7
DTB 5.2
HF 0.19


So equity might dethrone Safaricom

88.3B FY 2023 for SCOM is a sizable way off assuming a doubling run rate the best EQBL may get will be circa 70B, but by next year it's not impossible

KQ ABP 4.26
178 Pages«<164165166167168>»
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