Mwango Capital

92.1K posts

Mwango Capital banner
Mwango Capital

Mwango Capital

@MwangoCapital

|❤️Financial Research & Analysis on East Africa Markets| |🗞️Newsletter: https://t.co/vXkqHKrslm| | Instagram/Threads: https://t.co/jLHxuIyENa

Katılım Kasım 2020
1K Takip Edilen170.3K Takipçiler
Mwango Capital
Mwango Capital@MwangoCapital·
NSE Week 12 (13–19 Mar 2026) 📉 —Top Gainer: Uchumi ▲6.9% to KES 2.18 —Top Loser: Nation Media Group ▼6.2% to KES 15.95 —NASI: ▼0.89% to 209.4 —Market Cap: KES 3.47T ▼0.89% —Equity Turnover: KES 2.06B ▼67.4% —Bond Turnover: KES 83.12B ▲2.7% —Net Outflow: KES 354.9M
Mwango Capital tweet media
English
0
0
0
135
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Equity Insurance Group FY25: —Gross Written Premiums (GWP) surged 75% YoY to KES 9.17B, driving PBT up 36% to KES 2.0B, with insurance revenue jumping 150% to KES 3.57B —Equity Life Assurance GWP rose 40% YoY to KES 7.37B, with PBT at KES 1.77B, serving 6.9M customers across 19.2M policies —General Insurance delivered KES 1.79B GWP and KES 199M PBT in its first year, while Health Insurance posted KES 20M GWP and KES 40M PBT within just 4 months —Equity Group's General and Health Insurance were operationalized in 2025
Mwango Capital tweet media
English
0
4
14
2.1K
Mwango Capital
Mwango Capital@MwangoCapital·
Kenya sits in a low-exposure, weak buffers position in The Economist’s oil shock framework. Not heavily exposed to the Iran-driven supply shock, but limited macro buffers mean prolonged price spikes could still bite via FX pressure, fiscal strain, and higher import costs.
Mwango Capital tweet media
Mwango Capital@MwangoCapital

Bloomberg on a potential Kenyan fuel crisis: —Kenya consumes ~100k b/d of fuel and imports virtually all of it, with just ~21 days of stock vs a ~90-day benchmark. —Supply is heavily concentrated, with imports primarily from the UAE, Oman, and India, leaving the country highly exposed as suppliers begin rationing and stockouts emerge outside major urban centres.

English
0
0
2
248
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Equity Group Holdings FY 25 results. A thread 🧵:
Mwango Capital tweet media
English
1
5
6
1.2K
Mwango Capital
Mwango Capital@MwangoCapital·
Standard Chartered Investment Services FY25: — Total income rose 56.1% YoY to KES 2.45B, driven by strong growth in advisory/consultancy fees — Total expenses declined 15.2% YoY to KES 419.0M, supporting operating leverage — PBT surged 88.8% YoY to KES 2.03B — PAT jumped 89.3% YoY to KES 1.46B — Total assets declined 13.7% YoY to KES 1.00B, with cash balances down 10.9% to KES 804.5M
Mwango Capital tweet media
English
0
1
1
242
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
The structure of Equity Group
Mwango Capital tweet media
English
0
13
40
3.3K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Today is the deadline to submit memoranda on Kenya’s Supplementary Estimates No. I for FY 2025/26. Parliament is inviting public participation on proposed additional spending and reallocations.
Mwango Capital tweet media
English
0
6
5
1.2K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
In FY 2025, Stima Sacco held KES 108M in placements with KUSCCO, which has now been fully impaired, signalling a complete loss of recoverable value. The impairment stems from ongoing financial and governance irregularities at KUSCCO.
Mwango Capital tweet media
English
0
1
8
1.2K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
From 24th March 2026, Safaricom will implement data minimization on M-Pesa Send Money, masking phone numbers and reducing visible customer names while retaining key transaction details:
Mwango Capital tweet media
English
1
18
35
2.9K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Tracking those banking sector dividend payouts for FY 2025:
Mwango Capital tweet media
English
1
3
20
2K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
I&M Bank and Sida have launched a USD 30M Green Finance partnership in Kenya. The 8-year, 50% risk-sharing guarantee unlocks credit for renewable energy, clean transport, and circular economy projects, aligned with iMara 3.0 and Kenya’s Green Finance Taxonomy
Mwango Capital tweet media
English
2
19
46
4K
Mwango Capital
Mwango Capital@MwangoCapital·
The KES 0.5T SGR Bet
Mwango Capital tweet media
English
3
3
32
3.6K
Mwango Capital retweetledi
Britam Cares
Britam Cares@BritamEA·
In Loving Memory of Our Group Board Chairman Mr. Kuria Muchiru.
Britam Cares tweet media
English
11
21
69
9.7K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Brent crude has touched $111 per barrel as Middle East energy infrastructure attacks escalate, with Israel striking South Pars and Iran retaliating in Qatar. Rough month ahead in fuel prices.
Mwango Capital tweet media
English
0
4
17
28.9K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Co-operative Bank has declared a final dividend of KES 1.50 per share, bringing the total FY 2025 dividend payout to KES 2.50, up 67% YoY. This implies a dividend payout ratio of ~49.6% and a dividend yield of ~8.3% at the current share price of KES 29.95.
Mwango Capital tweet media
English
0
7
17
2.2K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Cooperative Bank Group FY 2025 results [KES, YoY] ⬛ Net interest income: +22.0% to 62.9B ⬛ Non-interest income: -0.3% to 29.0B ⬛ Operating income: +13.9% to 91.9B ⬛ PBT: +15.8% to 40.3B ⬛ PAT: +16.9% to 29.8B ⬛ Total assets: +11.3% to 827.4B ⬛ Loans (Net): +12.6% to 421.0B ⬛ Customer Deposits: +13.4% to 574.2B ⬛ Loan Loss Provisions: +9.2% to 9.5B ⬛ Investment securities: +12.6% to 246.4B ⬛ EPS: +16.4% to 5.04 ⬛ DPS: +66.7% to 2.50
Mwango Capital tweet mediaMwango Capital tweet mediaMwango Capital tweet media
English
4
20
82
8.7K
Mwango Capital retweetledi
Mwango Capital
Mwango Capital@MwangoCapital·
Isuzu East Africa has announced that Associated Motors Limited is no longer an authorized dealer. The move ends a decades-long partnership, with customers being transitioned to Isuzu’s existing dealer network FYI: Centum owns a 17.8% stake in Isuzu East Africa.
Mwango Capital tweet media
English
2
7
11
2.6K
Max Juma
Max Juma@MaxJumaEsq·
The Capital Markets Authority (CMA) and it's CEO Wycliffe Shamiah have been ordered by the court to compensate Cytonn Investments a sum of KSh 10.5 million for defamatory or damaging remarks made against the firm six years ago. In its remarks, the CMA had cautioned the public against investing in certain Cytonn-linked products, indicating that they were either unregulated or did not fall under its oversight. While the Authority argued that it was acting within its statutory mandate to protect investors and maintain market integrity, the court held that the language and manner in which the statements were made created a negative and misleading impression about Cytonn’s legitimacy and business practices. The court observed that although regulators are entitled to issue warnings, such communications must be accurate, fair, and not unnecessarily injurious to the reputation of market players. In this instance, it was found that the CMA’s remarks went beyond a neutral advisory and instead portrayed Cytonn in a manner that caused reputational harm, loss of investor confidence, and potential financial damage. As a result, the court awarded Cytonn KSh 10.5 million in damages, recognizing that the statements had a direct and adverse impact on its business. The ruling underscores a critical balance in financial regulation, while authorities must safeguard the public, they must also exercise restraint and precision to avoid unjustifiably harming the entities they regulate.
English
3
8
21
2.7K
Mwango Capital retweetledi
Mizani254
Mizani254@Mizani254·
@MwangoCapital Listening to @JaphetSayi share the Tanzania experience makes Kenya look like a joke when it comes to PDM and transparency.
English
0
3
7
1.9K
SHM
SHM@avy_hisa·
@MwangoCapital This is great. Been struggling getting the data on most saccos. Will definitely have a look.
English
1
0
1
51