Deep analysis of NSE-listed companies covering valuation, strategy, financial trend, and key risks.
13 posts
SCOM’s FY’23 earnings reveal a tale of two markets: Kenya’s resilient cash cow vs. Ethiopia’s cash-burning expansion. Can the dividend hold up?
KCB Group delivered FY2025 net profit of KES 68.35 billion, a 10.6% increase, while maintaining a 16.7% NPL ratio. Regional expansion and cost discipline underpin the bank’s 21.4% ROE.
Equity Group delivered KES 75.55Bn in FY25 profit after tax, a 54.7% y/y surge, while proposing a KES 5.75 final dividend. The stock trades at 3.6x P/E and 0.9x P/B.
KCB Group’s FY2025 net profit rose 10.6% to KES 68.35Bn as NII grew 7.8% and loans expanded 16.3%. Asset quality remains the key swing factor amid rising NPLs at 16.7%.
Net earnings growth of 7.0% in HY’24 masks a 19.0% surge in gross NPLs to KES 69.55Bn. Credit costs and margin compression under higher-for-longer rates challenge the bank’s risk-adjusted returns.
A structured company-level breakdown with key risks and watchpoints.
A structured company-level breakdown with key risks and watchpoints.
A structured company-level breakdown with key risks and watchpoints.
A structured company-level breakdown with key risks and watchpoints.
A structured company-level breakdown with key risks and watchpoints.
A structured company-level breakdown with key risks and watchpoints.
A structured company-level breakdown with key risks and watchpoints.