Though 2H might not be as rosy if KES falls vs USD [C&G is an importer] and interest rates rise thus making it more expensive for farmers, construction and consumers to access their products. They did say the new VAT Bill would hurt sales [or profits] of the 3-wheeler business.
This is a long-term hold but not one for speculators.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett