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NBK quarter one 2013 profit before tax up slim 3pc
mwekez@ji
#21 Posted : Tuesday, May 21, 2013 11:45:23 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
vastcapital wrote:
.... The increase in HTM ... could be explained outstanding government debts which are always converted to HTM debt atleast for NBK. ...


SMH …. NBK still does convert government debt to HTM!!! … I now understand why loans reduced by the same margin that HTM increased. …. Too bad …. SMH
mwekez@ji
#22 Posted : Wednesday, May 22, 2013 10:18:48 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Mind boggling this dilution >>> Munir is quoted to saying NBK is looking to raise over KES 10B from the coming rights issue. Thats >170% of NBK market cap of KES 5.7B
dunkang
#23 Posted : Wednesday, May 22, 2013 10:32:13 AM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
mwekez@ji wrote:
Mind boggling this dilution >>> Munir is quoted to saying NBK is looking to raise over KES 10B from the coming rights issue. Thats >170% of NBK market cap of KES 5.7B

If KQ rights is anything to go by, RUN BABY RUN!
Receive with simplicity everything that happens to you.” ― Rashi

hisah
#24 Posted : Wednesday, May 22, 2013 11:36:18 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
dunkang wrote:
mwekez@ji wrote:
Mind boggling this dilution >>> Munir is quoted to saying NBK is looking to raise over KES 10B from the coming rights issue. Thats >170% of NBK market cap of KES 5.7B

If KQ rights is anything to go by, RUN BABY RUN!

At least KQ doesnt have preferential shares hidden in the closet... The rights dilution will be a flood gate!?

@cde - will you dive in again?
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#25 Posted : Wednesday, May 22, 2013 11:41:59 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
hisah wrote:
dunkang wrote:
mwekez@ji wrote:
Mind boggling this dilution >>> Munir is quoted to saying NBK is looking to raise over KES 10B from the coming rights issue. Thats >170% of NBK market cap of KES 5.7B

If KQ rights is anything to go by, RUN BABY RUN!

At least KQ doesnt have preferential shares hidden in the closet... The rights dilution will be a flood gate!?

@cde - will you dive in again?

TBD...
Cde Monomotapa
#26 Posted : Wednesday, May 22, 2013 2:08:55 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
This bank needs a earnings revolution by the Rights to redeem itself, thus, picked a few at 20.25.
maka
#27 Posted : Wednesday, May 22, 2013 3:37:48 PM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
On matters bond trading how many of you know what NBK is used for?if you dont do your research plus which investment bank executes most trades for them...
possunt quia posse videntur
kizee1
#28 Posted : Wednesday, May 22, 2013 11:56:55 PM
Rank: Member

Joined: 9/29/2010
Posts: 679
Location: nairobi
maka wrote:
On matters bond trading how many of you know what NBK is used for?if you dont do your research plus which investment bank executes most trades for them...



the same can be said of any bank with a custodial business no? I&m nbk BoA?
hisah
#29 Posted : Thursday, May 23, 2013 5:57:13 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Cde Monomotapa wrote:
This bank needs a earnings revolution by the Rights to redeem itself, thus, picked a few at 20.25.

I thought you'd wait for the rights to be structured before diving in. That dilution... I can't bring out my contrarian on this one. Too risky and foggy. Will join this party much later when the fog clears.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Cde Monomotapa
#30 Posted : Thursday, May 23, 2013 7:48:30 AM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
hisah wrote:
Cde Monomotapa wrote:
This bank needs a earnings revolution by the Rights to redeem itself, thus, picked a few at 20.25.

I thought you'd wait for the rights to be structured before diving in. That dilution... I can't bring out my contrarian on this one. Too risky and foggy. Will join this party much later when the fog clears.

Hehe.. I see. Call it a down payment/commitment fee. As long as Rights is next year then earnings have to be worked on this year to shore up share price. Or even PPT it.
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