Home SK - Stocks, Property, Investment Chamas - Investment Groups BIZ - Small Business Soko - Market Wazua Life About Wazua
SIGN IN REGISTER
Monday, Sep 21, 2020
Investor
We’re investing funds for profit. Join us and wazua!
FEATURE  

LATEST DISCUSSIONS
Stanlib Fahari I-Reit FY 2019 [37]
Coop Bank 2019 [139]
Kenya Power HY 2019 [261]
Why dustbowl is the future [653]
Kenya Airways...why ignore.. [15081]
KenGen HY 2019 [577]
Madness at the NSE [2328]
NMG FY 2018 and Beyond [171]
KCB buy buy buy [1236]
Trading: Commodities, Equities, Forex, Crypto Etc [1]
Speculating in cryptocurrencies: A rough approach [327]
Banque de Kigali [474]
Safaricom 2019/2020 [414]
Potential merger NIC + CBA [262]
Sanlam Kenya [12]
 
Forum Jump








Welcome Guest Search | Active Topics | Log In | Register

113 Pages«<109110111112113>
Exchange Bar: Results forecast
heri
#2201 Posted : Sunday, August 09, 2020 3:28:04 PM
Rank: Member


Joined: 9/14/2011
Posts: 776
Location: nairobi
Horton wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042
@Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2

This is the quarter with full effect of COVID-19.

Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities
3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months.

Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book


Plus those paying interim dividends will retain the norm.
KCB may hike to 1.25


If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels



That would be my get out jail card
Angelica _ann
#2202 Posted : Sunday, August 09, 2020 7:38:11 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,700
heri wrote:
Horton wrote:
Ericsson wrote:
obiero wrote:
VituVingiSana wrote:
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042
@Obiero is usually on the ball so Q2 seems very similar to Q1 i.e. Q1 x 2 = Q2

This is the quarter with full effect of COVID-19.

Essential service sector, never closed even a single day.. Only reduced 1 working hour. Covid19 restructuring on corporate book total KES 712B means almost nil NPL impact.. Consumer loan book only slightly hit due to layoffs by some private firms, while GoK employees form bulk of bank check off facilities
3Q and 4Q will be better indicators. Real losses (vs ECL) will start crystalizing over the next 12 months.

Yes. Q3 will be the truth post 90 days unpaid arrears for consumer book


Plus those paying interim dividends will retain the norm.
KCB may hike to 1.25


If these estimates are as accurate as they usually are, we are looking at KCB/EQTY back to 40-45 levels



That would be my get out jail card


We need more Covid bleeding, let the shares fall fall & fall!!!
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Ericsson
#2203 Posted : Monday, August 10, 2020 9:32:15 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
ABSA to announce Half year results on August 24
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
young
#2204 Posted : Monday, August 10, 2020 11:02:31 AM
Rank: Elder


Joined: 6/20/2007
Posts: 1,959
Location: Lagos, Nigeria
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence .

Asante Sana
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. .
Ericsson
#2205 Posted : Monday, August 10, 2020 12:07:46 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence .

Asante Sana


KCB probably will release this week,if I get full information will post.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
mlennyma
#2206 Posted : Monday, August 10, 2020 1:51:06 PM
Rank: Elder


Joined: 7/21/2010
Posts: 6,052
Location: nairobi
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought
"Don't let the fear of losing be greater than the excitement of winning."
Horton
#2207 Posted : Wednesday, August 12, 2020 10:39:48 AM
Rank: Veteran


Joined: 8/30/2007
Posts: 1,536
Location: Nairobi
mlennyma wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought


Anyone got dates for HY release?
mulla
#2208 Posted : Wednesday, August 12, 2020 12:12:07 PM
Rank: Member


Joined: 6/15/2013
Posts: 297
mlennyma wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought

It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay.
Ericsson
#2209 Posted : Wednesday, August 12, 2020 1:28:46 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
mulla wrote:
mlennyma wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought

It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay.


Why an abuse.
BAT did it why not them
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#2210 Posted : Wednesday, August 12, 2020 6:28:54 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence .

Asante Sana


KCB probably will release this week,if I get full information will post.


KCB results out.
Details will be on the KCB thread
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#2211 Posted : Wednesday, August 12, 2020 7:40:58 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042

Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Angelica _ann
#2212 Posted : Wednesday, August 12, 2020 8:46:40 PM
Rank: Elder


Joined: 12/7/2012
Posts: 11,700
Ericsson wrote:
mulla wrote:
mlennyma wrote:
Ericsson wrote:
young wrote:
Ericsson wrote:
ABSA to announce Half year results on August 24


Thanks as usual @Ericsson.

We expect HY results of Stanbic, Stanchart and KCB all within this August.
Please avail us with updates on specific dates when you have the information.

The normal sequence before was in this order

Stanbic
ABSA
KCB
Stanchart

It is possible there is a new normal sequence

Asante Sana


KCB probably will release this week,if I get full information will post.

prepare for dividend drought

It will be very surprising and unusual vis a vis the market atmosphere if they pay an interim. It will almost feel like an abuse to the other NSE players if they pay.


Why an abuse.
BAT did it why not them


BAT is in a world of its own smile
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
Ericsson
#2213 Posted : Thursday, August 13, 2020 9:23:23 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
Coop bank has also released HY results today morning
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#2214 Posted : Thursday, August 13, 2020 9:32:02 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
Ericsson wrote:
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2 Actual 9.6
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042


Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
heri
#2215 Posted : Thursday, August 13, 2020 10:03:11 AM
Rank: Member


Joined: 9/14/2011
Posts: 776
Location: nairobi
Angelica _ann
#2216 Posted : Thursday, August 13, 2020 10:19:19 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,700
heri wrote:


That tweet doesn't add up....
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
VituVingiSana
#2217 Posted : Thursday, August 13, 2020 11:14:00 AM
Rank: Chief


Joined: 1/3/2007
Posts: 17,196
Location: Nairobi
Angelica _ann wrote:
heri wrote:


That tweet doesn't add up....

I think he meant +45% (KCB) vs +8.5% (Coop) in NPLs compared to 4Q2019
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#2218 Posted : Friday, August 14, 2020 3:06:23 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,836
Location: NAIROBI
Ericsson wrote:
Ericsson wrote:
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2 Actual 9.6
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2 Actual 4.1
HFCK 0.042



Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
VituVingiSana
#2219 Posted : Friday, August 14, 2020 6:54:52 PM
Rank: Chief


Joined: 1/3/2007
Posts: 17,196
Location: Nairobi
obiero wrote:
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2
HFCK 0.042
This will be interesting.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#2220 Posted : Saturday, August 15, 2020 11:14:45 AM
Rank: Elder


Joined: 6/23/2009
Posts: 12,815
Location: nairobi
Exchange Bar Quarterly Forecast for Q2 2020, PBT figures in KES B:
KCB 18.2 Actual 12.8
EQTY 14
COOP 10.2 Actual 9.6
I&M 6.9
ABSA 6.2
SCBK 6.1
DTB 5.8
NCBA 4.8
STANB 4.2 Actual 4.1
HFCK 0.042
COOP 5,500 ABP12.6; HF 30,000 ABP 5.90; KCB 7,500 ABP 36; KQ 414,100 ABP 7.92
Users browsing this topic
Guest (20)
113 Pages«<109110111112113>
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Home | . .. Investor | .. . Groups | .. . SME | . . . Market | .. . Club SK | . ..... About Wazua | . .. Search | . ..Sitemap | . ..Support | . ..Disclaimer | . ..Privacy Policy | . ..Terms of Use | . .. Contact Us
Copyright © 2020 Wazua.co.ke. All Rights Reserved.