Deep Dive
KCB Group (KCB) - 2026-06-13
A structured company-level breakdown with key risks and watchpoints.
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
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deep-dive
20 posts
Deep Dive
Equity Group Holdings (EQTY) - 2026-06-06
A structured company-level breakdown with key risks and watchpoints.
deep-divensekenya-markets
NSEinsider1 min read·Verified from 2 sources
Deep Dive
Safaricom’s M-PESA economics and margin pressures in a competitive landscape
Safaricom’s revenue growth masks margin erosion and regulatory risks as Ethiopia expansion weighs on profitability.
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
East African Breweries (EABL) - 2026-05-30
A structured EABL deep dive covering FY24 pressure, HY25 recovery, margins, dividends, valuation context, and macro risks for Kenyan investors.
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
East African Breweries (EABL) - 2026-05-23
A structured company-level breakdown with key risks and watchpoints.
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
Co-operative Bank (COOP) - 2026-05-16
A structured company-level breakdown with key risks and watchpoints.
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
East African Breweries (EABL) (EABL): From Shilling Surge to Sip of Profits
EABL’s H1’25 earnings grew 20% YoY to KES 8.1Bn, but can the brewer keep the momentum when the shilling’s party ends and input costs crash the keg?
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
Co-operative Bank (COOP): The Dividend Powerhouse That Keeps on Giving
COOP just dropped a 66.7% dividend hike—its biggest ever. But is the party sustainable, or is the bank dancing on a credit tightrope?
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
Safaricom (SCOM): Ethiopia’s Gambit and the Dividend Dilemma
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?
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
KCB Group (KCB): FY2025 Earnings Quality and Regional Expansion Payoffs
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.
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
Equity Group Holdings (EQTY): FY25 Earnings Quality and Regional Expansion Case
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.
nsekenyadeep-dive
NSEinsider Desk1 min read·Verified from 2 sources
Deep Dive
KCB Group (KCB): FY2025 Earnings Quality and Regional Expansion
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%.
deep-divensekenya-markets
NSEinsider1 min read·Verified from 2 sources
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