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Gichuki Kahome
22 Sept, 08:24
The NSE is now up +31.88% in 2026 and up by ~120% in the last 3 years.This year, Car & General leads the char but still below our target price of KES 460Britam is the best performing insurance sector stockI&M bank is the best performing banking sector stockKPLC is the best performing Energy sector stock.Which is the best performing stock in your NSE portfolio?
Gichuki Kahome
21 Sept, 17:15
Why we prefer KPLC over KenGen1. Both yield roughly the same: KPLC 6.59%, KenGen 7.01%.But look at how they get there. KPLC pays out 11.7% of earnings. KenGen pays out 47.8%.KenGen is emptying half its earnings to match a yield KPLC delivers with an eighth of its own.2/ Which means the headroom sits with KPLC. If it paid out at KenGen's ratio, DPS would be ~6.10 — a 27% yield on today's 22.75.KenGen has no such room. It's already at the ceiling.3/ The engine underneath: RoAE of 20.73% vs 3.6%.Retained shillings at KPLC compound at 20%+. Retained shillings at KenGen barely beat a T-bill.4/ And you pay less for it. PE of 1.80 vs 6.80.Cheaper earnings, better returns on capital, safer payout. That's the case.
Gichuki Kahome
17 Sept, 06:35
In 2021, money market funds held over 90% of every shilling in Kenya's unit trusts.Today? Just 49%.So where's the money going?Special funds.
1,670Open in TelegramGichuki Kahome
17 Sept, 05:57
The NSE All Share Index (NASI) dropped by almost 4% today but the index is still up by +27% YTDCar & General remains to be the best performing stock.Britam is the best performing insurance sector stockI&M is the best performing banking sector stock.Are you taking profits or averaging down as the NSE turns bearish?
Gichuki Kahome
17 Sept, 05:47edited
The NSE banking index dropped by a whooping 4.5% today but the index is still up 35.52% YTD and remains one of the best performing sectors at the NSE. The top 5 banking sector stocks: 1. IMH - 87% 2. FMLY - 63% 3. DTK - 59% 4. EQTY - 44% 5. SBIC - 42%
Gichuki Kahome
3 Sept, 08:36
Top Performing S&P 500 Stocks 📈AI-related companies lead the pack, accounting for 8 of the top 10 positions.Memory & Storage: SanDisk, Micron, Seagate, and Western Digital continue to surge as memory remains the primary AI infrastructure bottleneck.AI Hardware & Infrastructure: Dell (AI server demand), Marvell (optics/networking), and Intel (CPU demand) round out the AI infrastructure buildout rally.Healthcare Outlier: Moderna leads the healthcare sector's strong post-COVID recovery.
Gichuki Kahome
1 Sept, 08:07
NSE stocks to buy this week 🇰🇪📈 HY26 earnings season just repriced the fundamentals — but not the share prices Breakdown below👇👇 https://x.com/kahome_steve/status/2094317980465156161?s=46X (formerly Twitter)Gichuki Kahome (@kahome_steve) on XNSE stocks to buy this week 🇰🇪📈 HY26 earnings season just repriced the fundamentals — but not the share prices Breakdown below👇👇Gichuki Kahome
1 Sept, 07:58
The NSE is now up +34% in 2026 and has now gained +120% over the last 3 years.Car & General is the leading stock having gained +404%Britam is the leading insurance sector stock having gained +104%I&M bank is the leading banking sector stock, now up +84.33%KPLC is the leading energy sector stock now up +64%Which is the top performing stock in your portfolio?
Gichuki Kahome
1 Sept, 07:58
These are the counters with the highest dividend yields at the NSEFor dividend seeking investors, these are some names you can considerWhich is your best dividend stock?
Gichuki Kahome
25 Aug, 07:29
TPS Eastern Africa experienced a challenging first half of 2026, marked by its loss for the period worsening significantly by 315.5% to 66.38 Mn.Revenue from contracts with customers dipped marginally by 1.4% to 4.00 Bn, which, combined with flat operating expenses and an 8.9% rise in depreciation and amortisation, resulted in a 4.2% drop in operating profit to 517.14 Mn.The deepened bottom-line deficit was heavily driven by a massive 2053.0% surge in the share of loss from associate companies to 119.64 Mn, effectively wiping out the benefits of a 52.6% reduction in net finance costs. Consequently, the loss per share deteriorated to (0.12).Examining the balance sheet against FY 2025, total assets contracted by 2.9% to 21.58 Bn and total equity dipped 2.4% to 13.04 Bn, though the company did manage to improve its end-of-period cash and cash equivalents by 18.4% to 922.10 Mn.
Gichuki Kahome
25 Aug, 07:19
Sameer Africa delivered a strong bottom-line performance in H1 2026, with profit for the period growing by 19.9% to 103.89 Mn. Despite a 6.6% decline in revenue to 205.75 Mn, the company successfully drove profitability through significant cost management, reducing operating expenses by 25.9% to 83.33 Mn alongside a 426.6% jump in other operating income.The balance sheet also showed robust health, as total assets increased by 15.1% to 1.83 Bn and total equity grew 35.1% to 1.12 Bn, while total liabilities dropped by 6.8%.Liquidity saw massive improvements, with net cash generated from operating activities surging 132.1% to 132.61 Mn and end-of-period cash and cash equivalents skyrocketing 265.4% to 265.63 Mn, lifting basic and diluted earnings per share to 0.37.
2,260Open in TelegramGichuki Kahome
18 Aug, 08:32
Absa Bank Kenya reported a contraction in profitability for H1 2026, with profit after tax declining by 9.8% to 10.53 Bn. The earnings dip was primarily driven by a 6.8% drop in total operating income to 29.33 Bn, as both net interest income (-5.4% to 21.14 Bn) and non-interest income (-10.2% to 8.19 Bn) softened, while total operating expenses crept up by 3.5%.Despite the top-line pressures, the bank saw significant improvements in asset quality, with gross non-performing loans and advances falling by 17.8% to 36.36 Bn. The balance sheet maintained steady expansion, as total assets grew 5.0% to 558.12 Bn, supported by an 8.2% increase in customer loans and a 5.4% rise in deposits.Though earnings per share dropped to KShs 1.94, the board declared a 150.0% increase in dividends per share to 0.50 Shs.Book Closure: September 18, 2026. Payment Date: on or about October 15, 2026.
Gichuki Kahome
18 Aug, 08:31
Family Bank Group delivered exceptional profitability growth in H1 2026, with profit after tax surging by 61.8% to 3.70 Bn.This strong bottom-line performance was fueled by a 25.4% expansion in total operating income to 12.09 Bn, largely driven by a substantial 40.7% jump in net interest income to 9.79 Bn, which comfortably absorbed both a 14.2% decline in non-interest income and a 50.4% increase in loan loss provisions.The bank's balance sheet also recorded robust double-digit growth; total assets climbed 23.9% to 238.94 Bn, supported by a 20.3% increase in customer deposits to 180.23 Bn and a 10.1% rise in net customer loans to 111.07 Bn.However, asset quality metrics did show some strain, with gross non-performing loans and advances increasing by 19.2% to 18.14 Bn and net non-performing loan exposure spiking by 243.8% to 1.13 Bn. Ultimately, basic and diluted earnings per share
Gichuki Kahome
15 Aug, 19:06
Early bird registration for our Money Mastery masterclass closes this weekSign up today to enjoy the early bird discounthttps://gichukikahome.com/masterclass/product/the-money-masterclass/
2,320Open in TelegramGichuki Kahome
13 Aug, 08:31edited
Car & General (Kenya) delivered an exceptional financial performance for H1 2026, with profit for the period surging by 308.8% to 2.60 Bn.Revenue grew by 30.0% to 15.64 Bn, supported by a robust 71.4% increase in monthly motorcycle sales to 12,000 units and a massive 382.3% jump in the share of profit from an associate to 2.04 Bn. The company also benefited from a 21.7% reduction in finance costs, which dropped to 573.73 Mn.Cash generation was remarkably strong, with net cash generated from operating activities increasing by 118.5% to 1.97 Bn, which helped push total equity up 67.7% to 10.49 Bn and drove the Return on Equity up significantly to 55.55%.The Directors have approved an interim dividend of Ksh 1.00 per share (a 233.3% increase from H1 2025).Book Closure: September 3, 2026. Payment Date: on or about September 10, 2026.
Gichuki Kahome
13 Aug, 06:08
Sanlam Allianz Holdings reported a softer overall performance for H1 2026, with profit before tax declining by 28.1% to 201.01 Mn and profit from continuing operations decreasing by 7.4% to 124.62 Mn. While insurance revenue grew marginally by 1.1% to 2.20 Bn, overall profitability was weighed down by a significant drop in investment returns down to 479.56 Mn (-83.3%).Despite the lower pre-tax and continuing operating earnings, profit attributable to equity holders of the parent surged by 128.6% to 118.01 Mn, supported by a lower income tax expense, though basic earnings per share adjusted to 0.22.
Gichuki Kahome
13 Aug, 06:07
Co-operative Bank Group delivered a strong performance for H1 2026, highlighted by a 28.0% increase in profit after tax to 18.02 Bn.Total operating income expanded by 12.5% to 48.94 Bn, driven by a 13.0% growth in net interest income to 33.19 Bn and an 11.6% rise in total non-interest income. Basic earnings per share climbed 27.8% to 3.08, while the balance sheet grew steadily with total assets increasing by 7.1% to 869.47 Bn and customer deposits rising 13.4% to 621.30 Bn.Asset quality improved as gross non-performing loans and advances decreased by 4.9% to 72.56 Bn, allowing loan loss provisions to drop by 17.5%.
2,310Open in TelegramGichuki Kahome
13 Aug, 06:05
KCB Group delivered a robust performance in H1 2026, highlighted by a 14.0% increase in profit after tax to 36.87 Bn. Total operating income expanded by 9.5% to 108.07 Bn, driven by a 7.0% growth in net interest income to 74.00 Bn and a 15.4% rise in total other operating income.Earnings per share rose 14.5% to 22.45, while the balance sheet showed solid expansion with total assets climbing 16.8% to 2299.35 Bn and customer deposits increasing 15.1% to 1710.75 Bn. Asset quality improved notably as net non-performing loans and advances plummeted by 45.1% to 43.31 Bn and loan loss provisions decreased by 13.6%.The Board of Directors approved an interim dividend of KShs 3.00 per ordinary share (reflecting a 50% growth in the normal dividend from KShs 2.00, though total cash received is 25% lower than H1 2025 due to the absence of last year's special dividend (a bonus from NBK bank sale
Gichuki Kahome
8 Aug, 12:29
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Gichuki Kahome
8 Aug, 12:28
Here's how the global ETFs in our recommendation basket at Wealth Atlas have performed so far YTD:1. Roundhill Memory ETF (DRAM): + 82.28% 2. VanEck Semiconductors ETF (SMH): + 61.80% 3. State Street Energy ETF (XLE): + 28.61% 4. S&P 500 Momentum ETF (SPMO) : + 25.45% 5. Junior Copper Miners ETF (COPX) : +22.62%
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