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
The bull in the butler!
This starts down in the dumps with what has been happening in Australia, which is being ravaged by the worst…
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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
“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