Huawei Blacklist: What is the impact on Kenya?What has happened? The Bureau of Industry and Security, under the U.S. Department of Commerce, has added Huawei Technologies and 68 non-U.S. affiliates…
adminJuly 14, 2019
A Letter to the Open Road.
History repeats itself, and where it does not then it often chimes. We watched out for the year end flows…
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“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