29 posts
KCB Group’s latest 90-day filings reveal loan-book trends, potential NPL risks, and the bank’s capital position—crucial signals for NSE investors in an earnings-driven environment.
EQTY’s H1’26 note centers on loan growth and provisioning discipline; 90-day filings publish no EQTY numbers, so margins and credit trends drive credibility.
No 90-day filings for **EABL**; this analysis flags demand cycles, input-cost pressure, and FX sensitivity shaping pricing power on the NSE.
COOP's asset quality resilience, deposit franchise, and dividend durability are assessed through the last 90 days of filings and market signals, highlighting where risk lies.
Safaricom's M-Pesa economics and dividend cadence are shaping margins, while a government stake sale and liquidity signals tilt near-term stock dynamics.
KCB’s Q1 2026 filings reveal rising NPLs and capital strain. Here’s what investors need to watch as rates stay high and liquidity tightens.
EQTY's Q1'26 earnings note flags ongoing earnings quality checks amid East Africa growth exposure; watch provisioning and loan-book risk in the next filings.
A structured company-level breakdown with key risks and watchpoints.
A structured company-level breakdown with key risks and watchpoints.
Safaricom (SCOM) declared a 1.15 KES dividend with book closure on 4 August 2026, while foreign inflows reached 21.62 Mn KES on 1-2 July.
Equity Group’s latest results reveal steady regional growth but rising credit risks amid tighter liquidity conditions in East Africa.
A comprehensive look at KCB Group’s Q1 2026 earnings note, focusing on loan-book dynamics, asset quality, capital position, and valuation in a rising-rate, liquidity-tight Kenyan backdrop.