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Anticipation of KCB Q1 results 2011
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Muthawamunene wrote:Naona qw losing his cherry on this one. guru- be gentle. guru267 wrote:
I cant wait to make you my BITCH..
 That's Wazua for you, ladies and gentlemen Cde, Tuesday is finally here  I was starting to experience some withdrawal symptoms. Aki the NSE is like crack! GOD BLESS YOUR LIFE
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Rank: Veteran Joined: 3/25/2011 Posts: 946
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hahahahahah. i am seeing egos and pride being crashed here at wazua ... @ guru267 . i just pity you. you better salvage the little pride you have left and dow out of the bet..juu ile madharau nitakufanyia .haijawahi onekana kenya ..... @ ycnt . ni bangi gani una vuta wewe.NSE is exciting you ???????????????????? hebu nipatie dose kidogo juu wewe unaona vitu zako.The last thing you shld be talking about is NSE..!!!!! Gai fafa..
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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@YCSN in another post I asked for partners to establish a rehab. centre for our lot...or maybe just a get away - we love this game too much to go rehab.
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Rank: Veteran Joined: 11/11/2006 Posts: 972 Location: Home
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Rank: Member Joined: 6/21/2010 Posts: 514 Location: Nairobi
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youcan'tstopusnow wrote:erifloss, I think a couple of banks will achieve 50% and above. Now we wait Q1 maybe, Q2 if the status quo remains i don't see it happening. Always check 'other incomes' its always hard for most companies to carry the growth of this over and off balance sheet items. Its the little things that people are not keen on that always bring problems later. 'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Dyer and blair want people to exit so they can get in.... Mark 12:29
Deuteronomy 4:16
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Rank: Veteran Joined: 3/25/2011 Posts: 946
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guru267 wrote:Dyer and blair want people to exit so they can get in.... hahahahahah. i am already winnin the bet . how unfair somebody sue Dyer and blair !!!!! .
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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Warren Buffett ~ A public-opinion poll is no substitute for thought.
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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Cde Monomotapa wrote:Warren Buffett ~ A public-opinion poll is no substitute for thought. Those 'experts' have been dead wrong numerous times. In fact, they have never been right. But what is important is to focus on the results and not price movement. If the results are great and the share prices lag, it's a buyers market I guess GOD BLESS YOUR LIFE
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Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
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erifloss wrote:youcan'tstopusnow wrote:erifloss, I think a couple of banks will achieve 50% and above. Now we wait Q1 maybe, Q2 if the status quo remains i don't see it happening. Always check 'other incomes' its always hard for most companies to carry the growth of this over and off balance sheet items. Its the little things that people are not keen on that always bring problems later. On Q2, I agree with you. It may not be as rosy, but still a good performance GOD BLESS YOUR LIFE
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Rank: Member Joined: 6/21/2010 Posts: 514 Location: Nairobi
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youcan'tstopusnow wrote:Cde Monomotapa wrote:Warren Buffett ~ A public-opinion poll is no substitute for thought. Those 'experts' have been dead wrong numerous times. In fact, they have never been right. But what is important is to focus on the results and not price movement. If the results are great and the share prices lag, it's a buyers market I guess I heard a guy in Sqwak box once say that news is always out there for one reason or the other and there is always a loser & a beneficiary so while ignoring a sentiment be sure. Lehman & Bear Sterns debacle started coz of the so called 'experts' going to the press & creating an environment for scrutiny. 'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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Rank: Chief Joined: 1/13/2011 Posts: 5,964
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08/09 was similarly a high interest rate period & yet banks stiill made lotsa money..except KCB who were incurring high investment/expansion costs. I see nothing new here.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Cde Monomotapa wrote:08/09 was similarly a high interest rate period & yet banks stiill made lotsa money..except KCB who were incurring high investment/expansion costs. I see nothing new here. This brings out my point... These HIGH investment and expansion costs will not be present this year meaning they can have a great year even with a decline in revenue... I think this will allow KCB to outperform other banks in 2011 Mark 12:29
Deuteronomy 4:16
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Rank: Member Joined: 6/21/2010 Posts: 514 Location: Nairobi
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Cde Monomotapa wrote:08/09 was similarly a high interest rate period & yet banks stiill made lotsa money..except KCB who were incurring high investment/expansion costs. I see nothing new here. But remember most investors peg alot of emphasis on yoy growth & that's the big ? here.We all know that they'll have crazily high revenues but will they maintain the earnings growth momentum without playing with one or two things using IFRS's when reporting to us the public. 'They say money cannot buy me happiness but when i compare when i had none and now, i'm happier' Kevin O'leary
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Rank: Elder Joined: 5/27/2008 Posts: 3,760
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I suspect this agency thing will redefine banking. Most retail customers basically use banks to process deposits and withdrawals, what agency banking will do very well. This points to significant reduction both in capex and opex, the banks will be more profitable as they push these costs to agencies. Layoffs on the horizon for banks that don't spread to the region and move excess staff there.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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What did you expect? Dyer has a point..although the true picture will ermege when they announce 1H results...DTB and Cfc will definitely be worse off.
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Rank: Elder Joined: 6/2/2008 Posts: 1,438
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It looks like some folks were busy over the Easter weekend. QW, I would advise you to gracefully bow out of this bet. g267 will have you for breakfast, lunch and dinner on this one (if she so chooses)!
There is no way that KCB will fail to beat last year's Q1 PAT by at least 10%. This is actually going to be a walk in the park for KCB. Giving KCB a 9% (after tax) profitability growth target in Q1 2011 vs Q1 2010 is like setting an elementary school exam for a student in a top high school.
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Rank: Elder Joined: 6/2/2008 Posts: 1,438
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the deal wrote:What did you expect? Dyer has a point..although the true picture will ermege when they announce 1H results...DTB and Cfc will definitely be worse off. @the deal. Dyer are simply stating that some banks are trading on higher PEs than the sector PE. But then, I do not have much time for all these experts. KCB is indeed trading below the sector's PE and with better prospects than most banks in the sector. Saying that KCB is overbought at a PE of less than 9 is outlandish in my view, unless they are basing it on technicals.
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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mwanahisa wrote:the deal wrote:What did you expect? Dyer has a point..although the true picture will ermege when they announce 1H results...DTB and Cfc will definitely be worse off. @the deal. Dyer are simply stating that some banks are trading on higher PEs than the sector PE. But then, I do not have much time for all these experts. KCB is indeed trading below the sector's PE and with better prospects than most banks in the sector. Saying that KCB is overbought at a PE of less than 9 is outlandish in my view, unless they are basing it on technicals. @mwanahisa technically speaking KCB is overbought...the upward trend was also broken when it failed to hold to its 32 week high...on PE basis its underpriced compared to its peers i agree. 
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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the dyeal wrote:mwanahisa wrote:the deal wrote:What did you expect? Dyer has a point..although the true picture will ermege when they announce 1H results...DTB and Cfc will definitely be worse off. @the deal. Dyer are simply stating that some banks are trading on higher PEs than the sector PE. But then, I do not have much time for all these experts. KCB is indeed trading below the sector's PE and with better prospects than most banks in the sector. Saying that KCB is overbought at a PE of less than 9 is outlandish in my view, unless they are basing it on technicals. @mwanahisa technically speaking KCB is overbought...the upward trend was also broken when it failed to hold to its 32 week high...on PE basis its underpriced compared to its peers i agree. @the deal so you know that even if KCB falls it will be temporary.. Mark 12:29
Deuteronomy 4:16
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Anticipation of KCB Q1 results 2011
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