
About
In this episode recorded on September 11, 2025, we are joined by Capital A Investment Bank’s Senior Research Analyst, Ronny Chokaa, as we unpack and break down the H1 2025 results of Kenyan banks.
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Show Notes
00:00:00 Introduction
00:01:01 High-Level View of H1 Bank Earnings
00:03:03 FX Stability and Impact
00:06:27 Interest Margins and Impact of Central Bank Policies
00:13:16 Credit Growth Trends
00:21:12 Profitability and Dividend
00:25:27 Spotlight on Specific Banks
00:38:35 Core Capital Requirements
00:44:04 Closing Thoughts
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