imo_Bg

Tech enthusiast who also tweets.....

[Simons @Simon_Ingari]

SIGNS YOU'VE A GREAT JOB

1. You're allowed to leave work early if your heart isn't in it

[Tech Proloy @Tech_Proloy]

21 Secrets Only Billionaires Know

[imo_Bg @LAWEDI]

@sholard_mancity They tried that purely digital model with unpleasant results. Mass retail is where the dough is

[imo_Bg @LAWEDI]

@cheruiyotkb Teach them to cash out too

[imo_Bg @LAWEDI]

@Vickyjr Stacked coop equity kplc n some loose change on HAFR

[Rona @12Rona_]

NSE 2027 projection:

I expect the Kenyan equities market to face a massive pullback as election uncertainty builds.

I believe the selling pressure could start as early as Q4 2026.

When fear creates mispricing I want to have cash ready to buy quality companies at discount.

[Kenyan Wall Street @kenyanwalstreet]

EABL has declared a final dividend of KSh 8.70 per share, up from KSh 5.50 in FY2025.

Together with the KSh 4.00 interim dividend, total DPS rises 58.8% to KSh 12.70.

The highest since 2003.

🗓️ Book closure: 19 Oct 2026
🗓️ Payment: 31 Oct 2026

[Mwango Capital @MwangoCapital]

NCBA Group H1 2026 Results:

—Profit after tax rose 12.2% to KES 12.4B as operating income increased 15.1% to KES 40.7B, while operating expenses grew by a slower 5.1% to KES 19.5B.
—Credit-loss provisions jumped 62.5% to KES 5.2B, customer deposits rose 11.0% to KES 551B and total assets grew 11.5% to KES 739B.
—Digital loan disbursements increased 26.9% to KES 819B, while ROAE stood at 19.0%.
—The interim dividend was raised 50% to KES 3.75 per share from KES 2.50.
—CEO John Gachora attributed the performance to higher business volumes, improved margins and sustained customer activity under the UBUNTU strategy, despite inflationary pressure and cautious regional monetary policy.
—Nedbank’s tender offer was oversubscribed by 21%, with acceptances covering 121% of the shares sought for its proposed controlling 66% stake in NCBA.

[Gichuki Kahome @kahome_steve]

IFBs are back!

CBK has re-opened 3 IFBs

1. IFB1/2019/016 - 11.75% coupon rate, 9.3 yrs to maturity

2. IFB1/2021/018 - 12.66% coupon, 12.7 years to maturity

3. IFB1/2021/021 - 12.37% coupon, 16.2 years to maturity

[Mwango Capital @MwangoCapital]

Nedbank’s offer to acquire 66% of NCBA closed with tenders covering 1.316B shares, equivalent to 79.90% of the bank’s issued shares, leaving the offer materially oversubscribed and requiring scaling and allocation.

—Shareholders submitted pro-rata acceptances for 920.7M shares, representing 55.88% of NCBA, alongside excess applications for a further 395.7M shares, equivalent to 24.02%.

—Nedbank requires only 166.7M of the excess shares submitted to reach its targeted 1.087B shares, implying an aggregate acceptance rate of about 42.1% for excess applications.

—The remaining ~229.0M excess shares that are not accepted will remain with the respective shareholders, while cash consideration will be paid only for shares ultimately allocated to Nedbank.

—Each shareholder who tendered shares will receive a notification from the 10th trading day after settlement confirming the final number accepted, with Nedbank expected to hold 66% of NCBA and other shareholders retaining 34%.

—The transaction is expected to complete by the end of Q3 or early Q4 2026, subject to the remaining regulatory conditions, while NCBA will remain listed on the NSE.

[imo_Bg @LAWEDI]

@georgediano Jamaa completely forgot himself. He signed all his KQ exit providend funds to be transferred to his wife account. 🤔

[imo_Bg @LAWEDI]

@madkiqofficial Coop without a doubt

[imo_Bg @LAWEDI]

@moneyacademyKE Wawa wah🧨

[imo_Bg @LAWEDI]

@moneyacademyKE Few will. Because all operate on the brink of insolvency and huge overdrafts.

[Abojani Investment 🇰🇪🇺🇬🇹🇿 @TheAbojani]

INVESTigate before investing in stocks.

Do your due diligence before putting your money into any company.

☑️Read annual reports
☑️Listen to earnings calls
☑️Watch CEO & top management interviews
☑️Attend company briefings or watch them online
☑️Analyze industry trends to identify patterns (SWOT, PESTEL, MOAT framework)

Don’t just buy a stock because someone recommended it.

Understand the business. Know what you own.

[4 Capital @koech235]

Chambua Chambua.

KenGen Co. Plc

Book value of 42.89 in relation to current price shows it's very undervalued. Current price is trading at 0.2x P/B. ( if P/B was to get to 1 then price would be trading at Book value i.e 42.89 )
Earnings per share 1.43 of which 0.90 is paid as dividend i.e 9.1% yield. Good dividend. The company pays out 56.6 to shareholders (industry average 32.7% ) Good.
P/E however shows its trading at industry average of 6.9x , this shows a that there's buying pressure with anticipation that the company will post good Year ending 30th June 2026 . Results will be announced on 30th Oct 2026. Book Closure 26th November 2026
ROE 3.3 (Av. 4.9 ) slighly low
ROA 1.9 ( Average 2.5 ) slightly low

Recommendation : Call @WaruhiuFranklin for advise on other things like capital allocation, expected returns, continuous support etc.

[FRANKLIN @WaruhiuFranklin]

@savvy_hisa Both Carbacid and BOC are good companies which pay attractive dividends.

After receiving BOC Kenya dividends we usually rotate capital to Carbacid.

Carbacid had plans to acquire/buyout BOC but the deal was halted...

[FRANKLIN @WaruhiuFranklin]

HFCK is currently trading at 10.45 today. HFCK is the bank to watch in 2027.

It is a high conviction stock. Go heavy on HFCK!

About 1 month ago, we recommended accumulating HFCK in the 8.50 - 9.10 range. We are currently up +15% in one month alone.

We expect a massive rally to the 13 - 15 range in 2027 supported by a record FY2026 PAT of approximately KES 2.2B in the bank's history and resumption of dividend payments.

The management raised its FY2026 PAT guidance to KES 2.49B (our expectation is KES 2.2B).

HFCB Group CEO Robert Kibaara said that resuming dividend payments is closer than previously expected (earlier than FY2027) and the decision now hinges primarily on the board's approval. The company has a dividend policy of around 40% payout.

We are very bullish on HFCK. Did you position yourself early in the 8.50 - 9.10 range?

For tailored investment advice, feel free to reach out to us directly on WhatsApp on: [phone].

#InvestWithEncap @EncapKenya

[imo_Bg @LAWEDI]

@EACinvestor The boss needs his bonuses 😂😂. By all means

[imo_Bg @LAWEDI]

@ivymuthe 😂😂