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 - 13.2
SBIC 12.7 - 12.8
DTB 10.4 - 11.2
HF 1.1 - 1.1
SCBK is our sick man in the room. A miracle that it's trading above KES 265
Makes more money in 1 day while sick than KQ in a decade
One-off manenos. Only 3bn vs what folks were saying sijui 30bn
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett