Kenyan Market Community
Our community narratives are driven by numbers and valuation.
Kenyan Investing Ideas
Global Weekly Picks
Undervalued Key Player in Magnets/Rare Earth
Britam Holdings will navigate a 2.43 fair value journey to growth
Ticker: BRIT Recent Price Range: ~KES 8.5 – 9.6 (52-week range ~KES 5.92 – 10.10). Market Capitalization: ~KES 22–24 Billion.Read more
KEGN's Revenue Set to Surge by 31% Amid Rising Demand
Kenya Electricity Generating Company PLC, commonly known as KenGen, is Kenya's leading electric power generation company and plays a significant role in the East African energy landscape. KenGen primarily focuses on electricity generation, providing around 60-75% of the nation's power.Read more
TotalEnergies Marketing Kenya will achieve a profit margin increase of 3% over the next 3 years
TotalEnergies Marketing Kenya Plc, a key entity in Kenya's energy landscape and a subsidiary of the multinational TotalEnergies SE operates primarily in the marketing and distribution of petroleum products. The company’s activities are diverse, spanning several channels, including a widespread network of service stations that sell fuels, lubricants, car care products, convenience stores, and vehicle maintenance services.Read more
NCBA Group's Revenue Predicted to Surge by 33% in the Next 3 Years
NCBA Group Plc, formed by the merger of NIC Group Plc and Commercial Bank of Africa in 2019, stands as one of East Africa's largest financial services groups, prominently listed on the Nairobi Securities Exchange under the ticker NCBA. The group has established itself as a vital player in the financial landscape, offering a diverse range of services across several key segments, including retail banking, corporate and institutional banking, asset finance, treasury operations, investment banking, and a burgeoning digital banking sector.Read more
COOP Bank of Kenya will see massive growth as revenue climbs 29%
Investing in Co-op Bank Kenya (NSE: COOP) presents a unique opportunity to be part of a financial institution that plays a vital role in Kenya's community development and economic stability. With a core mission rooted in the cooperative model, Co-op Bank empowers millions of Kenyans by promoting financial inclusion, supporting small and medium enterprises (SMEs), and contributing to sustainable development efforts aligned with national and global objectives.Read more
BK Group's Future Shines Bright with 31% Revenue Growth Forecast
BK Group Plc (BKG) is a significant financial services group based in Rwanda, known for its strong presence in the East African market. It is cross-listed on the Nairobi Securities Exchange (NSE), enabling Kenyan investors to tap into Rwanda's growing economy.Read more
Watch Kenya Reinsurance's profit margins swell by 18.356% in the coming years
Kenya Reinsurance Corporation Limited, commonly known as Kenya Re, is a leading reinsurer in Kenya, with operations extending across Africa, the Middle East, and Asia. Founded in 1970, Kenya Re is the oldest reinsurer in Eastern and Central Africa.Read more
A good company to hold long term
Since March 2024, KenGen’s stock has surged by 130% moving from a low of KES 2 to a high of KES 4.60. Despite this impressive rally, we anticipate a price correction that has already began as earlier investors begin to take profits since the stock currently appears overextended.Read more
Rising Geopolitical And Fintech Risks Will Undermine Future Prospects
Key Takeaways Geopolitical instability, currency volatility, and rising compliance demands threaten KCB's asset quality, revenue growth, and cost efficiency across its regional operations. Intensifying fintech competition and slow digital innovation risk eroding KCB's market share, fee income, and long-term earnings potential.Read more
