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FULL YEAR 2012 BANKING SECTOR VALUATION
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murchr
#51 Posted : Thursday, March 28, 2013 4:36:30 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
hisah wrote:
Cde Monomotapa wrote:
But, but Comrade (Cde) already & severally presented his NBK buy case on Wazua. In a nut shell he bought the past (FY '12) at what he percieved a discount in order to participate in the future (FY '13). What might be news to some here, is not to him http://www.african-marke...pretax-profit-dives-680

http://www.businessdaily...2/-/3cr8wk/-/index.html

This stock has quite some skeletons. Have you modelled H1 2012 vs H1 2013. Q3 & Q4 2012 are reversal as well as Q1 2013 due to econ slowdown. Q2 2013 not enough time to repair those bad qtrs. Maybe from Q3 2013 is when the books get better. Balls of steel required to hold this one. The price is likely to retest 15-16 as those buying @20s panic sell...

Btw I have an eye on it esp for the hydrocarbon gok revenues in future.


"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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youcan'tstopusnow
#52 Posted : Thursday, March 28, 2013 7:07:36 AM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
mwekez@ji wrote:
youcan'tstopusnow wrote:
mwekez@ji, that is one clean book! Would make JM green with envy. Hehe

By the way, I'd love to see more banks listed. We have such a profitable sector. 20 would be a good number, I think. Family Bank to list next year to add onto the number.


yea, very clean book that. Tier 1 hawawesmake ... he he

..... & jamii bora bank seems to have heard your call. they plan to list in OTC this year. A first step in their journey to NSE i believe >>> http://www.businessdailyafrica....2/-/74kxm0z/-/index.html

... family bank listing in NSE is honestly overdue. they should take the bold step and graduate from OTC

... I&M Bank listing is now here

... more should join


OTC system seems overly tedious to me. It needs improvement. Who is it under?
GOD BLESS YOUR LIFE
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mwekez@ji
#53 Posted : Thursday, March 28, 2013 11:24:24 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
youcan'tstopusnow wrote:
mwekez@ji wrote:
youcan'tstopusnow wrote:
mwekez@ji, that is one clean book! Would make JM green with envy. Hehe

By the way, I'd love to see more banks listed. We have such a profitable sector. 20 would be a good number, I think. Family Bank to list next year to add onto the number.


yea, very clean book that. Tier 1 hawawesmake ... he he

..... & jamii bora bank seems to have heard your call. they plan to list in OTC this year. A first step in their journey to NSE i believe >>> http://www.businessdailyafrica....2/-/74kxm0z/-/index.html

... family bank listing in NSE is honestly overdue. they should take the bold step and graduate from OTC

... I&M Bank listing is now here

... more should join


OTC system seems overly tedious to me. It needs improvement. Who is it under?


Jamii Bora Bank Over the Counter trading platform will be handled by Standard Investment Bank. I concur trading in OTC is a very tedious exercise. Matching of orders takes forever due to the market information inefficiency and then Clearing cycle goes to over a month
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youcan'tstopusnow
#54 Posted : Sunday, March 31, 2013 9:33:51 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Islamic banks outpace
rivals with triple-digit
growth
http://www.businessdaily.../-/2c5t2dz/-/index.html
GOD BLESS YOUR LIFE
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mwekez@ji
#55 Posted : Monday, April 01, 2013 1:00:53 AM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Equity Bank’s investment arm ended 2012 with a profit of Sh44.5 million compared to a loss of Sh89.3 million the year before, helped by the appreciation of shares at the Nairobi Securities Exchange — which made a return of nearly 30 per cent last year.

The Business Daily could not get a comment from Equity CEO James Mwangi, but an executive in the bank reckons Equity Investment Bank (EIB) was preparing ground work last year, hence the lack of advisory income on its financial statement.

EIB’s unrealised losses of Sh82.7 million last year have now reversed to unrealised profits of Sh37 million. It held Sh263 million in equities and Sh25.2 million in securities.

EIB was formed in 2008 following the acquisition of then dormant Juanco Investment Bank. It reported a loss of Sh58 million in 2009 on failure to close deals.

http://www.businessdailyafrica....42/-/kw5dvv/-/index.html
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youcan'tstopusnow
#56 Posted : Monday, April 01, 2013 8:35:45 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
RE BoK:

obiero wrote:
this stock deserves attention from keen investors. it is currently a real steal



Current price - RwF. 200
P.E - 11.33
PBV - 2.115
Div Yield - 4.415%
ROA - 3.65%
ROE - 18.7%

Total Assets rose 12.1%
Customer Deposits grew 15.14%
Loan to Deposit ratio stands at 88.8%
GNPL/Loans Advanced is 2%

obiero, what makes BoK stand out in comparison to its Kenyan peers and thus make investors prefer it to local banks? Kindly elaborate...
GOD BLESS YOUR LIFE
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youcan'tstopusnow
#57 Posted : Monday, April 01, 2013 11:11:51 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Helios makes U-turn on
Equity exit
http://www.businessdaily...0/-/8cwwy5/-/index.html

#mambobado
GOD BLESS YOUR LIFE
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mwekez@ji
#58 Posted : Tuesday, April 02, 2013 3:24:46 PM
Rank: Chief

Joined: 5/31/2011
Posts: 5,121
Kenya Banks Ranking by assets (Placing in 2011)

1 (1) KCB [assets of Kshs 304.1 billion ($3.58 billion), profits of Kshs 15.75 billion ($185 million)]
2 (2) Equity
3 (3) Cooperative
4 (5) Standard Chartered
5 (4) Barclays
6 (6) CFC Stanbic
7 (11) NIC
8 (7) Commercial Bank of Africa
9 (8) Diamond Trust
10 (9) I&M [assets of Kshs. 91.5 billion ($1.07 billion), profits of Kshs 4.72 billion ($55.5 million)]
11 (10) Citibank
12 (12) National Bank
13 (15) Chase
14 (13) Bank of Africa
15 (14) Baroda
16 (16) Prime
17 (17) Housing Finance
18 (19) Imperial
19 (18) Ecobank
20 (21) Family Bank
21 (20) India
22 ABC
23 Consolidated Bank
24 Fina
25 Equatorial
26 Gulf African
27 Development Bank
28 Giro
29 Fidelity
30 Guardian
31 Victoria
32 First Community
33 K-Rep
34 Habib AG Zurich
35 Transnational
36 Paramount
27 Habib Bank
38 Credit Bank
39 Oriental
40 Middle East
41 Jamii Bora
42 UBA
43 Dubai [assets of Kshs 2.58 billion ($30.4 million)]

http://www.bankelele.co.ke/2013...ankelele+%28bankelele%29
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MoneyMonger
#59 Posted : Wednesday, April 10, 2013 8:42:06 AM
Rank: Member

Joined: 4/25/2012
Posts: 110
UBA seeking to acquire a small to middle tier bank in Kenya. Which among the brides below just got a suitor? It will be more interesting in case the bank is listed at the NSE.

LInk

mwekez@ji wrote:
Kenya Banks Ranking by assets (Placing in 2011)

1 (1) KCB [assets of Kshs 304.1 billion ($3.58 billion), profits of Kshs 15.75 billion ($185 million)]
2 (2) Equity
3 (3) Cooperative
4 (5) Standard Chartered
5 (4) Barclays
6 (6) CFC Stanbic
7 (11) NIC
8 (7) Commercial Bank of Africa
9 (8) Diamond Trust
10 (9) I&M [assets of Kshs. 91.5 billion ($1.07 billion), profits of Kshs 4.72 billion ($55.5 million)]
11 (10) Citibank
12 (12) National Bank
13 (15) Chase
14 (13) Bank of Africa
15 (14) Baroda
16 (16) Prime
17 (17) Housing Finance
18 (19) Imperial
19 (18) Ecobank
20 (21) Family Bank
21 (20) India
22 ABC
23 Consolidated Bank
24 Fina
25 Equatorial
26 Gulf African
27 Development Bank
28 Giro
29 Fidelity
30 Guardian
31 Victoria
32 First Community
33 K-Rep
34 Habib AG Zurich
35 Transnational
36 Paramount
27 Habib Bank
38 Credit Bank
39 Oriental
40 Middle East
41 Jamii Bora
42 UBA
43 Dubai [assets of Kshs 2.58 billion ($30.4 million)]

http://www.bankelele.co.ke/2013...ankelele+%28bankelele%29

There is nothing as dangerous as an Idea, when there is only one Idea
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Mainat
#60 Posted : Wednesday, April 10, 2013 9:13:24 AM
Rank: Veteran

Joined: 11/21/2006
Posts: 1,590
mwekez@ji wrote:
Kenya Banks Ranking by assets (Placing in 2011)

1 (1) KCB [assets of Kshs 304.1 billion ($3.58 billion), profits of Kshs 15.75 billion ($185 million)]
2 (2) Equity
3 (3) Cooperative
4 (5) Standard Chartered
5 (4) Barclays
6 (6) CFC Stanbic
7 (11) NIC
8 (7) Commercial Bank of Africa
9 (8) Diamond Trust
10 (9) I&M [assets of Kshs. 91.5 billion ($1.07 billion), profits of Kshs 4.72 billion ($55.5 million)]
11 (10) Citibank
12 (12) National Bank
13 (15) Chase
14 (13) Bank of Africa
15 (14) Baroda
16 (16) Prime
17 (17) Housing Finance
18 (19) Imperial
19 (18) Ecobank
20 (21) Family Bank
21 (20) India
22 ABC
23 Consolidated Bank
24 Fina
25 Equatorial
26 Gulf African
27 Development Bank
28 Giro
29 Fidelity
30 Guardian
31 Victoria
32 First Community
33 K-Rep
34 Habib AG Zurich
35 Transnational
36 Paramount
27 Habib Bank
38 Credit Bank
39 Oriental
40 Middle East
41 Jamii Bora
42 UBA
43 Dubai [assets of Kshs 2.58 billion ($30.4 million)]

http://www.bankelele.co.ke/2013...ankelele+%28bankelele%29

Family Bank and Jamii Bora really punch above their weight PRwise.
Assuming UBA is looking to increase its branch network, NBK would be the logical choice and would be a great start for the digital duo in curing the fiscal imbalances. However, buying a listed stock is usually more expensive than a non-listed stock
Sehemu ndio nyumba
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