Wazua
»
Investor
»
Stocks
»
Portfolio Balancing: Avoid Over Exposure To Financial Sector
Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
|
MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!!  Master of double speech. Subjectively picking one out of 10. All banks have released HY?
KQ ABP 4.26
|
|
|
Rank: Elder Joined: 7/22/2009 Posts: 7,836
|
obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Where I went to school, I was taught that you can use a sample to disapprove a theory but you can't use a sample to prove it. For example if someone claims Kenya allows only male MPs, I can sumply produce 1 female MP to disapprove it. But the person making the claim cannot produce 1 Male MP to prove it. Not even a hundred!!! Still not enough! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
|
|
|
Rank: Elder Joined: 7/22/2009 Posts: 7,836
|
obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Of importance @Obiero, as we wait for KCB's results tomorrow, do you still stand by your doomsday prediction??? Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
|
MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Of importance @Obiero, as we wait for KCB's results tomorrow, do you still stand by your doomsday prediction??? My sister. What doomsday is on this projection? PBT projected vs actual KCB 49.2 EQTY 37.4 - 41.5 COOP 19.7 ABSA 17.6 NCBA 15.2 SCBK 13.4 I&M 11.1 SBIC 8.7 - 8.6 DTB 8.4 HF 0.71
KQ ABP 4.26
|
|
|
Rank: Elder Joined: 7/22/2009 Posts: 7,836
|
obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Of importance @Obiero, as we wait for KCB's results tomorrow, do you still stand by your doomsday prediction??? My sister. What doomsday is on this projection? PBT projected vs actual KCB 49.2 EQTY 37.4 - 41.5 COOP 19.7 ABSA 17.6 NCBA 15.2 SCBK 13.4 I&M 11.1 SBIC 8.7 - 8.6 DTB 8.4 HF 0.71 This came much later. And if you look at the conversation in this quoted thread, I had told you to do exactly that as you always do to realise your assertion was totally off, which it was. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
|
|
|
Rank: Elder Joined: 7/22/2009 Posts: 7,836
|
Now bro @Obiero, without "speaking in code" or telling people to "watch and learn", what say you about the Finacial Sector, profitability, growth, investing in it etc.? In simple, clear and straightforward words. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
|
|
|
Rank: Elder Joined: 6/23/2009 Posts: 14,211 Location: nairobi
|
MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:obiero wrote:MaichBlack wrote:MaichBlack wrote:obiero wrote:EQTY -8%, SCBK -12%, SBIC -24% down on PBT for Q1 2025. Watch and learn And the rest??? One can subjectively selected data to say whatever they want. List for all the banks you normally track in the other thread and their percentage increase or decrease and then tell us what you are trying to say. You can't pick 3 out 10 banks and try to push a certain narrative while totally ignoring the other 7 surely unless you trying to be dishonest. Flat growth? An oxymoron. I hold the right to free speech. Watch and learn Equity's PBT in Q2 2025 was Kshs. 22.9 billion!! It's strongest quarterly performance in history!!!Not only were you monumentally wrong, you were wrong by historical proportions. I ask you again, what is this we are supposed to "watch and learn"?? And the "speaking in code". If anyone listens to you, they would wail in a public toilet!!! Master of double speech. Subjectively picking one out of 10. All banks have released HY? Of importance @Obiero, as we wait for KCB's results tomorrow, do you still stand by your doomsday prediction??? My sister. What doomsday is on this projection? PBT projected vs actual KCB 49.2 EQTY 37.4 - 41.5 COOP 19.7 ABSA 17.6 NCBA 15.2 SCBK 13.4 I&M 11.1 SBIC 8.7 - 8.6 DTB 8.4 HF 0.71 This came much later. And if you look at the conversation in this quoted thread, I had told you to do exactly that as you always do to realise your assertion was totally off, which it was. Observe that I have been holding financial stocks, and still do hold. There's consolidation happening. The days of 25% YoY PBT jumps is behind us. Yesterday, CBK MPC again tightened the tap. If you are keeping track of what's happening, you will eventually see. The writing is on the wall https://www.businessdail...e-to-nearly-90pc-5150158
KQ ABP 4.26
|
|
|
Rank: Chief Joined: 1/3/2007 Posts: 18,344 Location: Nairobi
|
MaichBlack wrote:Now bro @Obiero, without "speaking in code" or telling people to "watch and learn", what say you about the Finacial Sector, profitability, growth, investing in it etc.? In simple, clear and straightforward words. New buzz phrases you will eventually seeThe writing is on the wall Meanwhile ABSA declared a 20c interim for 1H25 Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
|
|
|
Rank: Elder Joined: 7/22/2009 Posts: 7,836
|
|
|
|
Rank: Elder Joined: 12/7/2012 Posts: 11,935
|
When I was buying ABSA (then BBK) at 8.5/10 levels, the beating I got here from our resident guru Anyway the dividends keep coming. In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
|
|
|
Wazua
»
Investor
»
Stocks
»
Portfolio Balancing: Avoid Over Exposure To Financial Sector
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|