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KCB or Equity Bank?
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Aguytrying
#51 Posted : Monday, May 30, 2016 10:36:17 AM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
VituVingiSana wrote:
Joshua Oigara plays down rise of KCB bad loans

http://www.nation.co.ke/...0/-/pswbv7/-/index.html

Liar Liar Liar


When I compared the NPLs vs equity bank. I'm so impressed by equity. And equity's loan book grew in that quarter by 50bn while KCB's was flat.
Then the ownership of equity inspires confidence. It's Kenya biggest and best bank. Time will make this clear once and for all. The competition is good.

@VVS. Dtb NPLs in Q1 have risen from 4bn to 7bn. But they have no exposure unlike kcb.
The investor's chief problem - and even his worst enemy - is likely to be himself
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VituVingiSana
#52 Posted : Monday, May 30, 2016 10:55:02 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Aguytrying wrote:
VituVingiSana wrote:
Joshua Oigara plays down rise of KCB bad loans

http://www.nation.co.ke/...0/-/pswbv7/-/index.html

Liar Liar Liar


When I compared the NPLs vs equity bank. I'm so impressed by equity. And equity's loan book grew in that quarter by 50bn while KCB's was flat.
Then the ownership of equity inspires confidence. It's Kenya biggest and best bank. Time will make this clear once and for all. The competition is good.

@VVS. Dtb NPLs in Q1 have risen from 4bn to 7bn. But they have no exposure unlike kcb.


DTB has taken the NPLs. Provided for some not all based on Prudential Guidelines. And no Net NPL Exposure. Good bank.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#53 Posted : Monday, May 30, 2016 11:06:03 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
After all is said and done, KCB must hold the support level at 38 and Equity at 35. Break below the slide aims at 30 handle.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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VituVingiSana
#54 Posted : Monday, May 30, 2016 11:09:09 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
hisah wrote:
After all is said and done, KCB must hold the support level at 38 and Equity at 35. Break below the slide aims at 30 handle.


Equity at 30/- is sweet! Pray Pray Pray I like low prices for quality stocks.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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hisah
#55 Posted : Monday, May 30, 2016 11:18:24 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
VituVingiSana wrote:
hisah wrote:
After all is said and done, KCB must hold the support level at 38 and Equity at 35. Break below the slide aims at 30 handle.


Equity at 30/- is sweet! Pray Pray Pray I like low prices for quality stocks.

KCB weekly cartoon. Bull/bear fight at the edge... Next move is critical!



$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Aguytrying
#56 Posted : Monday, May 30, 2016 2:52:26 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
hisah wrote:
VituVingiSana wrote:
hisah wrote:
After all is said and done, KCB must hold the support level at 38 and Equity at 35. Break below the slide aims at 30 handle.


Equity at 30/- is sweet! Pray Pray Pray I like low prices for quality stocks.

KCB weekly cartoon. Bull/bear fight at the edge... Next move is critical!





Equity at 38.00 and below I'm In. 35 and below is a bonus.

BTW thanks to impending kcb dilution with new shares and rights. the price of the 2 maybe closely matched from now on.
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#57 Posted : Friday, June 03, 2016 2:25:08 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
hisah wrote:
VituVingiSana wrote:
hisah wrote:
After all is said and done, KCB must hold the support level at 38 and Equity at 35. Break below the slide aims at 30 handle.


Equity at 30/- is sweet! Pray Pray Pray I like low prices for quality stocks.

KCB weekly cartoon. Bull/bear fight at the edge... Next move is critical!




That cracking sound is support caving in!? Pray Pray

I'll ask again has simba and brit topped out the market? Definitely today NSE20 is closing below the year lows at this rate!
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Sufficiently Philanga....thropic
#58 Posted : Friday, June 03, 2016 3:06:04 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Almost traded sub 37. Last time we were here was in July 2013. 3 years worth of gains now washed down the drain.
The stock hit a high of 65.50 in April 2015.
@SufficientlyP
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Aguytrying
#59 Posted : Friday, June 03, 2016 3:53:18 PM
Rank: Elder

Joined: 7/11/2010
Posts: 5,040
Sufficiently Philanga....thropic wrote:
Almost traded sub 37. Last time we were here was in July 2013. 3 years worth of gains now washed down the drain.
The stock hit a high of 65.50 in April 2015.


That is so volatile. How come equity has been less volatile, yet their profits and growth have been similar. Is it the impending rights issue causing jitters
The investor's chief problem - and even his worst enemy - is likely to be himself
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hisah
#60 Posted : Friday, June 03, 2016 4:12:59 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Aguytrying wrote:
Sufficiently Philanga....thropic wrote:
Almost traded sub 37. Last time we were here was in July 2013. 3 years worth of gains now washed down the drain.
The stock hit a high of 65.50 in April 2015.


That is so volatile. How come equity has been less volatile, yet their profits and growth have been similar. Is it the impending rights issue causing jitters

Equity is not far behind if that support also caves in, which I expect to happen then those holding brit will be singing in the rain come year end! For KCB I think that rights issue has spooked weak hands in the current bear. I also questioned why a rights issue now, which @VVS explained. But it's a confidence bashing moving and likely the reason it's bleeding more than EQTY.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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