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Exchange Bar: Results forecast
Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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Angelica _ann wrote:obiero wrote:Ericsson wrote:obiero wrote:Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1 Actual 4.9
SCBK 2.8 Actual 2.7
DTB 2.7 Actual 2.7
BBK 2.3 Actual 2.7
I&M 1.7 Actual 2.0
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18 Actual 0.05
NBK 0.14 Actual 0.07 HFCK PBT ksh.52.9mn Awful results by HF Marangu eats everything!!! Apparently!
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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obiero wrote:Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1 Actual 4.9
SCBK 2.8 Actual 2.7
DTB 2.7 Actual 2.7
BBK 2.3 Actual 2.7
I&M 1.7 Actual 2.0
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 Actual 0.07 Why were you warning me about I&M. That's +17% vs your estimate. Plus this is just I&M Kenya (KE + TZ) whereas I&M Holdings PAT is even higher since both RW and MU made a profit. Interesting that DTB, BBK and STB all made 2.7bn ;-) Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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obiero wrote:Ericsson wrote:Ericsson wrote:Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion. And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017 A terrible sign. Considering banks exist primarily to lend Banks are lending. To GoK. Britam too for the short-term https://www.businessdail...88392-msmo4oz/index.htmlGreedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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Coop Bank Kenya denies any involvement in the Sh 9 Billion NYS Scandal Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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VituVingiSana wrote:obiero wrote:Ericsson wrote:Ericsson wrote:Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion. And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017 A terrible sign. Considering banks exist primarily to lend Banks are lending. To GoK. Britam too for the short-term https://www.businessdail...8392-msmo4oz/index.html
You amaze me. Banks are investing in GoK, not lending as defined in elementary economics
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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VituVingiSana wrote:obiero wrote:Exchange Bar Quarterly Forecast for Q1 2018, PBT figures in KES B:
EQTY 6.4 Actual 8.3
KCB 6.8 Actual 7.4
COOP 4.1 Actual 4.9
SCBK 2.8 Actual 2.7
DTB 2.7 Actual 2.7
BBK 2.3 Actual 2.7
I&M 1.7 Actual 2.0
STB 1.5 Actual 2.7
NIC 1.2 Actual 1.3
HFCK 0.18
NBK 0.14 Actual 0.07 Why were you warning me about I&M. That's +17% vs your estimate. Plus this is just I&M Kenya (KE + TZ) whereas I&M Holdings PAT is even higher since both RW and MU made a profit. Interesting that DTB, BBK and STB all made 2.7bn ;-) I also noted the 2.7B equilibrium
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Chief Joined: 1/3/2007 Posts: 18,118 Location: Nairobi
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obiero wrote:VituVingiSana wrote:obiero wrote:Ericsson wrote:Ericsson wrote:Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion. And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017 A terrible sign. Considering banks exist primarily to lend Banks are lending. To GoK. Britam too for the short-term https://www.businessdail...8392-msmo4oz/index.html
You amaze me. Banks are investing in GoK, not lending as defined in elementary economics Kiingereza ilikuja na meli. Ilifika Nyanza na reli.  At best it would be "investing in GoK bonds" not "investing in GoK" and in any case, it's about the semantics. Banks are lending GoK money. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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VituVingiSana wrote:obiero wrote:VituVingiSana wrote:obiero wrote:Ericsson wrote:Ericsson wrote:Barclays bank quarter 1 net profits up 7% to 1.8bn
Profits boosted by;
Investment in government bonds and Treasury bills surging 52 per cent to Sh67 billion.
This helped raise total interest income 8.1 per cent to Sh6.9 billion. And as with the norm with other banks loans and advances shrunk when Q1 2018 is compared to FY 2017 A terrible sign. Considering banks exist primarily to lend Banks are lending. To GoK. Britam too for the short-term https://www.businessdail...8392-msmo4oz/index.html
You amaze me. Banks are investing in GoK, not lending as defined in elementary economics Kiingereza ilikuja na meli. Ilifika Nyanza na reli. At best it would be "investing in GoK bonds" not "investing in GoK" and in any case, it's about the semantics. Banks are lending GoK money. Hapa siwezi ongezea lolote.. GoK cannot be a borrower to the bank being that in some instances it isn't even a customer of the bank that purchases the paper. Even on the balance sheet such transactions are never listed as loans. Neither do the banks maintain provisions on such 'lending'
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B: EQTY 16.4 KCB 15.8 COOP 10.1 DTB 5.7 STBC 5.5 BBK 5.4 SCBK 5.2 I&M 4.1 NIC 2.8 NBK 0.17 HFCK 0.12
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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Reporting season around the corner
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B: EQTY 16.4 KCB 15.8 COOP 10.1 DTB 5.7 STBC 5.5 Actual 5.2 BBK 5.4 SCBK 5.2 I&M 4.1 NIC 2.8 NBK 0.17 HFCK 0.12
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 5/25/2012 Posts: 4,105 Location: 08c
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obiero wrote:The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B:
EQTY 16.4
KCB 15.8
COOP 10.1
DTB 5.7
STBC 5.5 Actual 5.2
BBK 5.4 Actual 5.1
SCBK 5.2
I&M 4.1
NIC 2.8
NBK 0.17
HFCK 0.12
Pesa Nane plans to be shilingi when he grows up.
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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obiero wrote:The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B:
EQTY 16.4
KCB 15.8 Actual 17.1
COOP 10.1
DTB 5.7
STBC 5.5 Actual 5.2
BBK 5.4
SCBK 5.2
I&M 4.1
NIC 2.8
NBK 0.17
HFCK 0.12
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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obiero wrote:The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B:
EQTY 16.4
KCB 15.8
COOP 10.1 Actual 9.98bn
DTB 5.7
STBC 5.5 Actual 5.2
BBK 5.4
SCBK 5.2
I&M 4.1
NIC 2.8
NBK 0.17
HFCK 0.12
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B: EQTY 16.4 Actual 15.4 KCB 15.8 Actual 17.1 COOP 10.1 Actual 10.2 DTB 5.7 STBC 5.5 Actual 5.2 BBK 5.4 SCBK 5.2 I&M 4.1 NIC 2.8 NBK 0.17 HFCK 0.12
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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obiero wrote:The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B:
EQTY 16.4 Actual 15.4
KCB 15.8 Actual 17.1
COOP 10.1 Actual 10.2
DTB 5.7
STBC 5.5 Actual 5.2
BBK 5.4
SCBK 5.2
I&M 4.1
NIC 2.8
NBK 0.17
HFCK 0.12 Man Obiero and vvs. Remember in May when i told you kcb will post higher profits than Equity bank come half here. The verdict is out. Equity was ksh.1bn more than KCB in Q1 but come Q2 KCB is sh.1.7bn higher. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/20/2007 Posts: 2,037 Location: Lagos, Nigeria
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obiero wrote:The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B:
EQTY 16.4 Actual 15.4
KCB 15.8 Actual 17.1
COOP 10.1 Actual 10.2
DTB 5.7
STBC 5.5 Actual 5.2
BBK 5.4
SCBK 5.2
I&M 4.1
NIC 2.8
NBK 0.17
HFCK 0.12 Please include BBK H1 2018 results as below https://kenyanwallstreet.com/?p=23230
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Rank: Elder Joined: 12/4/2009 Posts: 10,702 Location: NAIROBI
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obiero wrote:VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb Terrible results in Q2 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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Ericsson wrote:obiero wrote:VituVingiSana wrote:And Oigara was paid 250mn vs Mwangi's 65m for 2017.
JM has positioned Equity for superb growth ex-Kenya (& even in Kenya).
Equity has a huge low-risk GoK debt portfolio which can be redeployed to lending if the interest rate cap is lifted. For the first time in my investment life, I am thinking of getting some Equity shares. Those results are simply superb Terrible results in Q2 Not really terrible..
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Rank: Elder Joined: 6/23/2009 Posts: 13,543 Location: nairobi
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The Exchange Bar Quarterly Forecast for H1 2018, PBT figures in KES B: EQTY 16.4 Actual 15.4 KCB 15.8 Actual 17.1 COOP 10.1 Actual 10.2 DTB 5.7 STBC 5.5 Actual 5.2 BBK 5.4 Actual 5.3 SCBK 5.2 I&M 4.1 NIC 2.8 NBK 0.17 HFCK 0.12
HF 90,000 ABP 3.83; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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