Michael AgengaFeb 7, 2022 20:59 GMTHow has the company eps grown over the last two years?
KamauApr 17, 2021 13:18 GMTThis year,the bank has proposed a cash dividend of 2.25/share,book closure was 15/4/2021 and a 1:1 bonus shares issue,book closure 10/5/2021,payment dates are 20th and 21st may respectively.Can one sell the shares after 15th april/11th may and still qualify for bonus shares?
PatrickDec 27, 2019 19:21 GMTHey Michael. Thanks for the analysis.
GitongaOct 31, 2019 18:34 GMT What caused share drop of I&M BANK in May 2019 which reported a growth in net profit?
Michael KwayisiNov 1, 2019 01:27 GMTThe share drop on May 13 was because the company issued a bonus share for every one ordinary share to its shareholders at the close of business on Friday, May 10, 2019.
Dedan MainaApr 11, 2025 03:37 GMTStrategic Insights for Investors: Leveraging Global Market Tactics
chat.whatsapp.com/...8tDHn3phh6a1LINh
1. Trump’s Tariffs & Astute Market Manipulation a. Intentional Bear Market Creation - Strategic, Not Reckless: Donald Trump and his advisors (Wall Street veterans, Silicon Valley investors) understand market cycles intimately. The tariffs and trade wars are designed to induce short-term fear, triggering sell-offs and creating *bargain buying opportunities* for assets undervalued due to panic. - Buy Low, Sell High Playbook: By destabilizing markets temporarily, Trump’s circle can acquire quality U.S. stocks, distressed businesses, or infrastructure assets at discounted prices. Historically, similar tactics were used during the 2008 crisis, where savvy investors like Warren Buffett capitalized on panic to secure lucrative deals. b. Long-Term Stabilization is Inevitable - Self-Interest Drives Recovery: Prolonged bear markets harm even the wealthiest investors. Trump’s regime will likely pivot to stabilize markets (e.g., negotiating trade deals, Fed rate cuts) to ensure their newly acquired assets appreciate. Example: Post-2018 trade war saw S&P 500 surge 35% by 2020. - Key Insight: Short-term volatility is a tool for strategic investors to accumulate wealth. Kenyan investors should mimic this patience. 2. NSE Mirroring: Lagged Reactions & Local Realities a. Why NSE Follows U.S. Trends - Frontier markets like Kenya’s NSE lag behind Wall Street by 3–6 months due to lower liquidity and foreign investor dependence. Recent U.S. dips (driven by tariffs) are now echoing locally. - Foreign Investor Hesitation: Global funds (e.g., BlackRock, Vanguard) are holding cash reserves instead of diversifying into frontier markets, waiting for U.S. policy clarity. This reduces demand for NSE stocks, amplifying sell-offs. b. Local Triggers Amplifying Dips - Dividend Disappointment: Banks retained profits for growth (e.g., NCBA’s tech upgrades, KCB’s regional expansion), frustrating retail investors seeking quick returns. Panic selling post-FY24 results worsened price declines. - Opportunity for Locals: With foreign players sidelined, Kenyan investors can dominate accumulation phases in undervalued sectors (banking, manufacturing). 3. Actionable Strategies for Kenyan Investors a. Adopt the “Trump Playbook” - Buy During Fear: Target stocks trading below book value (e.g., Bamburi Cement, Standard Chartered Bank Kenya) or sectors with strong fundamentals (e.g., Safaricom’s fintech dominance). - Hold for Stabilization: Anticipate eventual U.S. policy shifts (e.g., tariff rollbacks) that will cascade into NSE recovery. b. Dollar-Cost Averaging (DCA) - Mechanics: Invest fixed amounts (e.g., KES 20,000 monthly) in blue-chips like Equity Group or EABL. This reduces timing risk and ensures participation in sudden rallies. - Example: If KCB dips from KES 45 to KES 35 over 4 months, DCA lowers your average entry price to ~KES 40, maximizing gains when it rebounds to KES 50. c. Liquidity is Power - Reserve 20–30% of your portfolio in cash or short-term government bonds. Use these reserves to aggressively buy during panic-driven dips (e.g., election jitters, global sell-offs). 5. Key Takeaways 1. Bear Markets Reward the Prepared: Trump’s tactics are a masterclass in leveraging fear. Kenyan investors must emulate this discipline. 2. NSE Recovery is Inevitable: Foreign capital will return once U.S. policies stabilize—position yourself early. 3. Ignore Noise, Focus on Data: Track corporate earnings (NSE disclosures) over headlines. “The best investments are often made when others are scrambling for exits.”– Dedan Maina.- +254798264178
Dedan MainaApr 11, 2025 03:36 GMT Strategic Insights for Investors: Leveraging Global Market Tactics
chat.whatsapp.com/...8tDHn3phh6a1LINh
1. Trump’s Tariffs & Astute Market Manipulation a. Intentional Bear Market Creation - Strategic, Not Reckless: Donald Trump and his advisors (Wall Street veterans, Silicon Valley investors) understand market cycles intimately. The tariffs and trade wars are designed to induce short-term fear, triggering sell-offs and creating *bargain buying opportunities* for assets undervalued due to panic. - Buy Low, Sell High Playbook: By destabilizing markets temporarily, Trump’s circle can acquire quality U.S. stocks, distressed businesses, or infrastructure assets at discounted prices. Historically, similar tactics were used during the 2008 crisis, where savvy investors like Warren Buffett capitalized on panic to secure lucrative deals. b. Long-Term Stabilization is Inevitable - Self-Interest Drives Recovery: Prolonged bear markets harm even the wealthiest investors. Trump’s regime will likely pivot to stabilize markets (e.g., negotiating trade deals, Fed rate cuts) to ensure their newly acquired assets appreciate. Example: Post-2018 trade war saw S&P 500 surge 35% by 2020. - Key Insight: Short-term volatility is a tool for strategic investors to accumulate wealth. Kenyan investors should mimic this patience. 2. NSE Mirroring: Lagged Reactions & Local Realities a. Why NSE Follows U.S. Trends - Frontier markets like Kenya’s NSE lag behind Wall Street by 3–6 months due to lower liquidity and foreign investor dependence. Recent U.S. dips (driven by tariffs) are now echoing locally. - Foreign Investor Hesitation: Global funds (e.g., BlackRock, Vanguard) are holding cash reserves instead of diversifying into frontier markets, waiting for U.S. policy clarity. This reduces demand for NSE stocks, amplifying sell-offs. b. Local Triggers Amplifying Dips - Dividend Disappointment: Banks retained profits for growth (e.g., NCBA’s tech upgrades, KCB’s regional expansion), frustrating retail investors seeking quick returns. Panic selling post-FY24 results worsened price declines. - Opportunity for Locals: With foreign players sidelined, Kenyan investors can dominate accumulation phases in undervalued sectors (banking, manufacturing). 3. Actionable Strategies for Kenyan Investors a. Adopt the “Trump Playbook” - Buy During Fear: Target stocks trading below book value (e.g., Bamburi Cement, Standard Chartered Bank Kenya) or sectors with strong fundamentals (e.g., Safaricom’s fintech dominance). - Hold for Stabilization: Anticipate eventual U.S. policy shifts (e.g., tariff rollbacks) that will cascade into NSE recovery. b. Dollar-Cost Averaging (DCA) - Mechanics: Invest fixed amounts (e.g., KES 20,000 monthly) in blue-chips like Equity Group or EABL. This reduces timing risk and ensures participation in sudden rallies. - Example: If KCB dips from KES 45 to KES 35 over 4 months, DCA lowers your average entry price to ~KES 40, maximizing gains when it rebounds to KES 50. c. Liquidity is Power - Reserve 20–30% of your portfolio in cash or short-term government bonds. Use these reserves to aggressively buy during panic-driven dips (e.g., election jitters, global sell-offs). 5. Key Takeaways 1. Bear Markets Reward the Prepared: Trump’s tactics are a masterclass in leveraging fear. Kenyan investors must emulate this discipline. 2. NSE Recovery is Inevitable: Foreign capital will return once U.S. policies stabilize—position yourself early. 3. Ignore Noise, Focus on Data: Track corporate earnings (NSE disclosures) over headlines. “The best investments are often made when others are scrambling for exits.”– Dedan Maina.- +254798264178
