The recently published KCB Group Plc 1H19 results offered us a glimpse into the performance of the savings and loans products revenue line of Safaricom’s M-Pesa. More specifically, we managed…
adminAugust 27, 2019
“We retain a BUY recommendation for both KNOC (fair value KES 13.53; 23.5% upside) and TNKL (fair value KES 41.02; 135.7% upside).” We think (Total Kenya) TNKL had challenges in profitability management,…
adminJuly 14, 2019
Given recent calls for consolidation in the banking sector, we investigate whether acquisitions in this space have presented value for money for the acquirers. We broadly conclude that the trade-off…
adminJuly 14, 2019
Beloved, we have a lot of corpses walking in the streets. They look bright and sunny outside, but their internal mechanisms have completely collapsed. There are many who are still…
adminJuly 14, 2019
“Oh, my dear friends,— you who are letting miserable misunderstandings run on from year to year, meaning to clear them up some day,— if you only could know and see…
adminJuly 14, 2019