The Mwango Weekly
The Mwango Capital Podcast
Kenyan Banks' Q3 2023 Results

Kenyan Banks' Q3 2023 Results

Episode 66

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In this episode recorded on 30.11.2023, we are joined by Ronak Gadhia, Managing Director, Banks at EFG Hermes Kenya, as we take a deep dive into the Kenyan Banks' Q3 2023 results.

We also cover the Kenyan debt situation, subsidiary performance, dividend expectations, and the creation of bad banks to deal with non-performing loans.

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Show Notes

00:00:00 Introduction 

00:01:00 Banks’ Q3 2023 Performance

00:06:49 Kenyan Debt

00:10:33 Loan Books, NPLs, and Provisions

00:21:47 Subsidiaries, Acquisitions, and OpEx

00:29:40 Non-Funded Income

00:37:22 Quality of Earnings for Stanbic And StanChart

00:43:42 Dividend Expectations

00:47:07 Good Bank, Bad Bank

00:50:50 NPL Management and Tier 1 Capital

00:51:52 Q4 and Full-Year Outlook

00:58:47 Closing Thoughts

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