@guru -

There are negatives as you mentioned [every industry, sector or firm faces all or most]:

1) price controls - Populism but the same could happen to banks [muthuto, midiwo] or to food [when millers were being squeezed], farmers, etc. Ultimately, they fail.
2) volatile exchange rates - Failure of the country's management of the Current Account. Most industries including banks, millers, importer, etc can suffer if they bet wrong. Note that interest rates rose to 'drop' the USD from 107 to 84. Some say that some 'connected' banks made billions but that is nothing but cronyism.
3) high oil prices - KK has no control but they can & do pass on the cost. We will not stop using fuel (from petroleum) in the near future. The entire country suffers. KQ, car sales plunge, food prices rise, holidays, electricity cost more, etc. If worldwide demand crashes, the price will drop.
4) ballooning finance costs - A function of the economy's mismanagement. They can control it by reducing borrowings. Banks don't like high interest rates = increases defaults.

There is an interesting trend when price controls are used where margins get squeezed. The small or informal players gets squeezed out. This ironically defeats the purpose of price controls as it gives 'oligarchy' status to the ones who can ride it out.

If you observe the market share of KK & Total have been steadily growing. There are advantages of being in an oligopoly.

the rising oil prices are bad for inflation etc. but for Kk. it means more profits. expect a better Q2

thanks for info. what about the ability to sell earlier stocks bought at lower price at the new high price

Yes. Though that is for only a part of the earlier shipment. I am looking at the larger picture for consumption throughout the year.

Fall, fall, fall, fall