The Finance intern should be fired for issuing a sell recommendation for I&M at KES 68 given that the stock is actually a strong buy.
In addition, Safaricom at KES 34, KES KCB at 80.50 - 82, COOP at KES 34, DTB at KES 150 are all strong buys rather than just a Hold recommendation.
For BAT Kenya, it is advisable to wait for a pullback below 500 before buying.
For only KES 6,000 this year, join our investors community group to receive our stock recommendations, daily market insights, in-depth stock analysis.
For tailored investment advice, contact us today on WhatsApp: +254711850143.
#InvestWithEncap @EncapKenya
Everyone thinks they missed the 2026 rally.
The 5 ETFs below say otherwise — and the biggest driver behind them is still tightening into 2027.
A breakdown 🧵
Registration for the May cohort of our Money Mastery Masterclass closes in one week.
This is your chance to learn how to manage your personal finances as well as learn about stocks, bonds, ETFs, Bitcoin, etc
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Most undervalued banking sector stocks at the NSE based on PB ratio
1. DTB - 0.4x
2. BK Group - 0.7x
3. KCB - 0.7x
4.I&M - 0.7x
5. Equity - 0.9x
While all these trade below their book values, note that DTB has the lowest ROE and the lowest dividend yield making it unattractive.
Which of these are you adding to your portfolio?
Should you invest in the local stock market (Nairobi securities Exchange) or in offshore/global markets?
What are the differences, pros and cons of each?
What does it take to invest in each and what strategies should you employ?
Breakdown below👇👇
We are excited to share our 2025 banking sector review.
@AbsaKenya & @BKGroupPLC are the most efficient.
@KeEquityBank - most profitable & most diversified.
@DTBKenya is the cheapest in terms of book value and has the fastest growth in customers.
@imbankke - fastest growth in non-funded income.
@hfc_kenya - Fastest growth in profitability, interest income, operating income & customer deposits.
@StanbicKE - Best performing stock year to date and fastest growth in customer loans.
@BKGroupPLC - best asset quality.
@kcbgroup - biggest in terms of asset base & shareholders' funds.
@StanChartKE - leader in Retail Wealth management.
@NCBABankKenya - largest customer base.
Equity Bank announced profit after tax of Ksh 75.5 Billion for the Financial year ending December 31st 2025, up 54.7% from the previous period. Half of the revenues are now coming from subsidiaries, mostly the group’s regional operations.
The bank is now the most profitable company in East and Central Africa, at least upto 31st March. Safaricom is expected to make around Ksh 85 Billion in bottom line.
This marks the last year we are comparing Equity Bank Group and KCB Group in terms of profitability. It will be Equity Bank, then KCB going forward. This will likely be determined by not when but how they enter Ethiopia. Equity is likely to be more market driven in this, whether greenfield or brownfield.
West African market must now be “work in progress” and viable expansion targets for the two Banks. One year profit of Equity Group can buy over 55% of Nigerian Banking giant, Access Bank.
Later, they must get into Southern Africa and then cement this by dominating the entire Continent.
Dr Mwangi and Mr Paul Russo must start the process of listing the Groups in the London Stock Exchange (LSE) and be the platforms of financial and capital flow into Kenya.
We are African and African is our Business..
Many Kenyans think property is wealth, but Edward Kirathe sees a hidden trap. Land and apartments can tie you down with slow sales, tenant headaches and inheritance headaches.
That’s why he champions moving money into financial assets like professionally managed REITs through @VukaInvestment where your wealth grows without the hassle of physical property.
Get in touch with Vuka;
Email: [email protected]
Call: 0800 730 333 (Toll Free)
Website: https://t.co/6AZe6E0rzI
Full Episode Out on all streaming Platforms 🎧
This Week’s Stock Recommendation by Faida Investment Bank 📈
Buy - Carbacid
Carbacid is expected to maintain steady growth in the second half of the year, supported by its strong presence in East African markets and a robust capital structure.
While the South African market may continue to experience seasonal demand fluctuations, the company’s diversified operations and strategic investments in property, plant, and equipment should help sustain revenue and operational efficiency.
Shareholders’ equity strengthened by 11.3% to KES 5.1 billion from KES 4.6 billion in HY2025, largely supported by revenue reserves, which rose by 12.9% to KES 4.4 billion from KES 3.9 billion, reflecting the company’s enhanced profitability and solid capital structure.
#InvestwithHisa #AbetterTradingExperience
The banking sector is the most vibrant sector of the NSE.
Here's a thread analyzing which is the best banking sector to buy in 2026:
KCB vs Equity, Stanchart vs Stanbic, etc
Breakdown below👇👇
ON KENYA PIPELINE COMPANY(KPC):🧵🧵
An intelligent investor seeks to understand context and depth in order to ask the right questions and make sober decisions…
Here are 1⃣5⃣ Key Insights on KPC.
Disclaimer: This is purely for educational purposes and not investment advice.
1⃣Company Overview
Kenya Pipeline Company (KPC) is a state-owned infrastructure firm that owns and operates the main petroleum product pipeline network in Kenya, transporting fuel from the Port of Mombasa to Nairobi and western Kenya. It also has storage facilities and ancillary services like laboratory testing.
@cheruiyotkb@MihrThakar@bangaiza_app
Why knowledge is power.
Two investors start with Kshs 1M each. Both avoid risk. Both choose safe investments. Few years later, one is tripling her money. The other barely grows it.
Same capital. Same country. Same safety.
Knowledge made the difference.
Here is how..🧵
Tomorrow is a good day to buy @SafaricomPLC shares.
Our valuation for the company based on the upcoming FY2026 results for the period ending 31st March 2026 is Ksh 39.