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101 Pages«<96979899100>»
Housing Finance: HFCK a diamond in the rough
snifadog
#1941 Posted : Friday, September 20, 2019 5:27:26 PM
Rank: Member


Joined: 6/6/2016
Posts: 128
Location: Nairobi
obiero wrote:
snifadog wrote:
obiero wrote:
cyruskulei wrote:
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
Wakanyugi wrote:
Angelica _ann wrote:
Ericsson wrote:
Wakanyugi wrote:
cyruskulei wrote:
[quote=Angelica _ann]Looks like some good work going on after Ireri left.


HF reduces bad loans by Sh2bn in 6 months


https://www.businessdail...62568-3lx2lp/index.html[/quote]


Demand is building up on this counter. I dont know if there are some good news coming? Any one with info


Cleaning up the loan book etc?

Looks to me like preparation for a sale or merger.

HFCK is a good candidate, say for large retail bank looking to beef up its mortgage function.

Meba are you listening?

Meba not interested,was once there.
Co-op might be a good candidate to snap it.

Coop, with its governance and management structure, don't think would go for mortgage business full throttle. They are abit conservative to me , bordering on docile. They seem to be in some comfort zone. Of course Giddi's vision prevails x100.
l

Then it is likely to be an overseas bank, ala SBM. With licence issuing frozen, this is the only way for a multinational bank to enter the local market.

Unless Diamond Trust finds the appetite?

Can the DTB & HFCK culture easily mesh?
SBM is still digesting Chase. Does it really want to take another bank with dirty books? Unless it is a 100% buyout, why deal with 1000s of shareholders?


Acquisition of HFCK will most likely be a 100% buyout that will lead to delisting

It doesn’t seem like a fully distressed bank going by its bond repayment record


There are lots of possibilities on this counter. Remember they created recently 500m new ordinary shares. They could be up for grabs to the best investor.

A rally building up. If only they report a profit in Q3 then sky is the new floor


@obiero, your obsession with junk counters is worrying. Have you not learnt anything from KQ? Steer clear of zombies on the NSE

I don’t have much to learn but to teach. Turnaround stocks make some people wealthy. It has happened in Kenya, in Africa, globally. It’s not a strategy for everyone, so I excuse your tantrum

Hapo ndio unakosea bwana
VituVingiSana
#1942 Posted : Friday, September 20, 2019 6:30:29 PM
Rank: Chief


Joined: 1/3/2007
Posts: 16,450
Location: Nairobi
obiero wrote:
snifadog wrote:
obiero wrote:
cyruskulei wrote:
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
Wakanyugi wrote:
Angelica _ann wrote:
Ericsson wrote:
Wakanyugi wrote:
cyruskulei wrote:
[quote=Angelica _ann]Looks like some good work going on after Ireri left.


HF reduces bad loans by Sh2bn in 6 months


https://www.businessdail...62568-3lx2lp/index.html[/quote]


Demand is building up on this counter. I dont know if there are some good news coming? Any one with info


Cleaning up the loan book etc?

Looks to me like preparation for a sale or merger.

HFCK is a good candidate, say for large retail bank looking to beef up its mortgage function.

Meba are you listening?

Meba not interested,was once there.
Co-op might be a good candidate to snap it.

Coop, with its governance and management structure, don't think would go for mortgage business full throttle. They are abit conservative to me , bordering on docile. They seem to be in some comfort zone. Of course Giddi's vision prevails x100.
l

Then it is likely to be an overseas bank, ala SBM. With licence issuing frozen, this is the only way for a multinational bank to enter the local market.

Unless Diamond Trust finds the appetite?

Can the DTB & HFCK culture easily mesh?
SBM is still digesting Chase. Does it really want to take another bank with dirty books? Unless it is a 100% buyout, why deal with 1000s of shareholders?


Acquisition of HFCK will most likely be a 100% buyout that will lead to delisting

It doesn’t seem like a fully distressed bank going by its bond repayment record


There are lots of possibilities on this counter. Remember they created recently 500m new ordinary shares. They could be up for grabs to the best investor.

A rally building up. If only they report a profit in Q3 then sky is the new floor


@obiero, your obsession with junk counters is worrying. Have you not learnt anything from KQ? Steer clear of zombies on the NSE

*I don’t have much to learn but to teach*. Turnaround stocks make some people wealthy. It has happened in Kenya, in Africa, globally. It’s not a strategy for everyone, so I excuse your tantrum
Mr. Warren Collins Buffett-Obiero has spoken Laughing out loudly
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#1943 Posted : Monday, September 23, 2019 5:38:08 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up

COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
Ericsson
#1944 Posted : Monday, September 23, 2019 7:43:57 PM
Rank: Elder


Joined: 12/4/2009
Posts: 7,450
Location: NAIROBI
obiero wrote:
KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up



In a bear market there is money to be made
obiero
#1945 Posted : Monday, September 23, 2019 10:26:44 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
Ericsson wrote:
obiero wrote:
KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up



In a bear market there is money to be made

High risk, high return. This thing was circa 3 bob less than 6 weeks ago
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
Angelica _ann
#1946 Posted : Monday, September 23, 2019 10:54:26 PM
Rank: Elder


Joined: 12/7/2012
Posts: 10,869
obiero wrote:
Ericsson wrote:
obiero wrote:
KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up



In a bear market there is money to be made

High risk, high return. This thing was circa 3 bob less than 6 weeks ago


Trap, trap, trap ......
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
obiero
#1947 Posted : Monday, September 23, 2019 11:36:16 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
Angelica _ann wrote:
obiero wrote:
Ericsson wrote:
obiero wrote:
KES 10 is imminent.. The exchange bar has caught wind of successful NPL recoveries that have tilted the sails back up



In a bear market there is money to be made

High risk, high return. This thing was circa 3 bob less than 6 weeks ago


Trap, trap, trap ......

Women lie, men lie, numbers don't lie
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#1948 Posted : Monday, September 23, 2019 11:38:30 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
VituVingiSana wrote:
obiero wrote:
snifadog wrote:
obiero wrote:
cyruskulei wrote:
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
Wakanyugi wrote:
Angelica _ann wrote:
Ericsson wrote:
Wakanyugi wrote:
cyruskulei wrote:
[quote=Angelica _ann]Looks like some good work going on after Ireri left.


HF reduces bad loans by Sh2bn in 6 months


https://www.businessdail...62568-3lx2lp/index.html[/quote]


Demand is building up on this counter. I dont know if there are some good news coming? Any one with info


Cleaning up the loan book etc?

Looks to me like preparation for a sale or merger.

HFCK is a good candidate, say for large retail bank looking to beef up its mortgage function.

Meba are you listening?

Meba not interested,was once there.
Co-op might be a good candidate to snap it.

Coop, with its governance and management structure, don't think would go for mortgage business full throttle. They are abit conservative to me , bordering on docile. They seem to be in some comfort zone. Of course Giddi's vision prevails x100.
l

Then it is likely to be an overseas bank, ala SBM. With licence issuing frozen, this is the only way for a multinational bank to enter the local market.

Unless Diamond Trust finds the appetite?

Can the DTB & HFCK culture easily mesh?
SBM is still digesting Chase. Does it really want to take another bank with dirty books? Unless it is a 100% buyout, why deal with 1000s of shareholders?


Acquisition of HFCK will most likely be a 100% buyout that will lead to delisting

It doesn’t seem like a fully distressed bank going by its bond repayment record


There are lots of possibilities on this counter. Remember they created recently 500m new ordinary shares. They could be up for grabs to the best investor.

A rally building up. If only they report a profit in Q3 then sky is the new floor


@obiero, your obsession with junk counters is worrying. Have you not learnt anything from KQ? Steer clear of zombies on the NSE

*I don’t have much to learn but to teach*. Turnaround stocks make some people wealthy. It has happened in Kenya, in Africa, globally. It’s not a strategy for everyone, so I excuse your tantrum
Mr. Warren Collins Buffett-Obiero has spoken Laughing out loudly

Watch and learn
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#1949 Posted : Tuesday, September 24, 2019 7:33:57 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#1950 Posted : Tuesday, September 24, 2019 7:37:13 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
MA 5, 10, 20 are all telling a story. The 52 week high will be broken down tomorrow.. Watch and learn
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
Ericsson
#1951 Posted : Tuesday, September 24, 2019 8:15:07 PM
Rank: Elder


Joined: 12/4/2009
Posts: 7,450
Location: NAIROBI
Punde si punde utasikia a buyer acquiring stake held by Britam plus additional to make it 50%+1
obiero
#1952 Posted : Tuesday, September 24, 2019 9:12:38 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
Ericsson wrote:
Punde si punde utasikia a buyer acquiring stake held by Britam plus additional to make it 50%+1

Most of the HF shareholders aren't poor people.. A sale at rip off prices is possible but highly unlikely
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#1953 Posted : Wednesday, September 25, 2019 5:59:25 AM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
Bus moving at high speed. If only it was possible to ascertain that there would be no brake failure.. I sit and await Q3, still looks cheap
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#1954 Posted : Wednesday, September 25, 2019 12:23:08 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
And some clowns insist that the NSE is a casino?!
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
Ericsson
#1955 Posted : Wednesday, September 25, 2019 12:32:14 PM
Rank: Elder


Joined: 12/4/2009
Posts: 7,450
Location: NAIROBI
obiero wrote:
And some clowns insist that the NSE is a casino?!


They don't know/understand how trading is done
obiero
#1956 Posted : Wednesday, September 25, 2019 6:31:50 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
Ericsson wrote:
obiero wrote:
And some clowns insist that the NSE is a casino?!


They don't know/understand how trading is done

COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#1957 Posted : Wednesday, September 25, 2019 6:33:58 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
72.6% up in under 4 weeks! the diamond
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
itz
#1958 Posted : Wednesday, September 25, 2019 6:39:12 PM
Rank: Member


Joined: 3/20/2009
Posts: 337
obiero wrote:
72.6% up in under 4 weeks! the diamond


been watching from the sidelines but the move is not on heavy volume...impressive though
obiero
#1959 Posted : Wednesday, September 25, 2019 6:41:00 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
itz wrote:
obiero wrote:
72.6% up in under 4 weeks! the diamond


been watching from the sidelines but the move is not on heavy volume...impressive though

You should know the total issued shares on the small cap to define "heavy".. The bottom line is that if you or I could have invested KES 10,000 four weeks ago in HF, it would be KES 17,260 today
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
obiero
#1960 Posted : Thursday, September 26, 2019 4:58:32 PM
Rank: Elder


Joined: 6/23/2009
Posts: 12,291
Location: nairobi
A rally of rallies
COOP 5,500; KCB 7,500; KNRE 100,000; KQ 221,100
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