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VituVingiSana		#441 Posted : Monday, August 25, 2025 9:53:53 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		Angelica _ann wrote: MaichBlack wrote: obiero wrote: The writing is on the wall https://www.businessdail...orex-trade-hits-5166132 ^ Yet the same banks reported overall profit growth in the same half year under review. This writing has been there for over 10+ years, yet we keep going As is banks were making too much in FX. They need to work on volumes and products not spreads. The uptick in FDI, if any, should help banks make more from FX. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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obiero		#442 Posted : Tuesday, August 26, 2025 11:16:20 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		VituVingiSana wrote: Angelica _ann wrote: MaichBlack wrote: obiero wrote: The writing is on the wall https://www.businessdail...orex-trade-hits-5166132 ^ Yet the same banks reported overall profit growth in the same half year under review. This writing has been there for over 10+ years, yet we keep going As is banks were making too much in FX. They need to work on volumes and products not spreads. The uptick in FDI, if any, should help banks make more from FX. True. A reality check KQ ABP 4.26
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obiero		#443 Posted : Tuesday, August 26, 2025 6:27:36 PM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		Avoid over exposure https://www.businessdail...time-in-23-years-5168298 KQ ABP 4.26
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MaichBlack		#444 Posted : Tuesday, August 26, 2025 6:55:09 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,836		obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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VituVingiSana		#445 Posted : Tuesday, August 26, 2025 8:25:13 PM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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MaichBlack		#446 Posted : Tuesday, August 26, 2025 8:43:14 PM
Rank: Elder Joined: 7/22/2009 Posts: 7,836		VituVingiSana wrote: MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Am being sarcastic. Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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obiero		#447 Posted : Wednesday, August 27, 2025 5:30:46 AM
Rank: Elder Joined: 6/23/2009 Posts: 14,213 Location: nairobi		MaichBlack wrote: VituVingiSana wrote: MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Am being sarcastic. Hehe. Yaani even sarcasm imekuwa shida kudeliver. Anywho https://x.com/kasiva_mut...1957726884361388293?s=19 KQ ABP 4.26
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VituVingiSana		#448 Posted : Wednesday, August 27, 2025 8:15:36 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,346 Location: Nairobi		obiero wrote: MaichBlack wrote: VituVingiSana wrote: MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Am being sarcastic. Hehe. Yaani even sarcasm imekuwa shida kudeliver. Anywho https://x.com/kasiva_mut...957726884361388293?s=19 KQ alipe deni to help the banks, ama? Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
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MaichBlack		#449 Posted : Wednesday, August 27, 2025 10:21:00 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,836		obiero wrote: MaichBlack wrote: VituVingiSana wrote: MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Am being sarcastic. Hehe. Yaani even sarcasm imekuwa shida kudeliver. Anywho https://x.com/kasiva_mut...957726884361388293?s=19 ^ When your sarcasm is so good they think you are serious!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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MaichBlack		#450 Posted : Wednesday, August 27, 2025 10:29:56 AM
Rank: Elder Joined: 7/22/2009 Posts: 7,836		obiero wrote: MaichBlack wrote: VituVingiSana wrote: MaichBlack wrote: obiero wrote: Avoid over exposure https://www.businessdail...ime-in-23-years-5168298 ^ Wah!!! This is very serious! You mean after the value of assests held by banks grew by a mere 17.6% in 2023, in 2024 it dropped by a massive 1.6%!!?? And what's even more horrifying, there is a point before the 6!!! People really need to avoid over exposure to the growing banks profitability and dividends!!! That's FX. KES/USD from 130 to 160 hence the gains in (FX) assets in KES terms. Am being sarcastic. Hehe. Yaani even sarcasm imekuwa shida kudeliver. Anywho https://x.com/kasiva_mut...957726884361388293?s=19 ^ Check the performance of Banks in the biggest economies. Start with the US! I don't understand why people imagine Banks owe them free/cheap money!!! Based on what!!?? If you think you have a good thing going, skip the banks and go directly to investors/venture capitalists!! They should jump at the opportunity if your product is as good as you imagine it is!!! Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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