[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @JuliusOnStocks Mangala M.J ™ 💱 Mangala M.J ™ 💱 posts on X about debt, nse, stocks, kenya the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1041430727668097024/interactions)  - X Week XXXXXX +8.70% - X Month XXXXXXX +1,116% - X Months XXXXXXX +230% - X Year XXXXXXX +450% ### Mentions: XX [#](/creator/twitter::1041430727668097024/posts_active)  ### Followers: XXXXX [#](/creator/twitter::1041430727668097024/followers)  - X Week XXXXX +3% - X Month XXXXX +30% - X Months XXXXX +37% - X Year XXXXX +23% ### CreatorRank: XXXXXXX [#](/creator/twitter::1041430727668097024/influencer_rank)  ### Social Influence [#](/creator/twitter::1041430727668097024/influence) --- **Social category influence** [finance](/list/finance) [countries](/list/countries) [currencies](/list/currencies) [stocks](/list/stocks) [travel destinations](/list/travel-destinations) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [exchanges](/list/exchanges) [cryptocurrencies](/list/cryptocurrencies) **Social topic influence** [debt](/topic/debt), [nse](/topic/nse), [stocks](/topic/stocks), [kenya](/topic/kenya) #362, [$scom](/topic/$scom), [gdp](/topic/gdp), [market cap](/topic/market-cap), [volatility](/topic/volatility), [inflation](/topic/inflation), [investment](/topic/investment) #1398 **Top assets mentioned** [Sleepless AI (AI)](/topic/$ai) [BlackRock Inc (BLK)](/topic/blackrock) [SKALE (SKL)](/topic/$skl) ### Top Social Posts [#](/creator/twitter::1041430727668097024/posts) --- Top posts by engagements in the last XX hours "Satrix MSCI World ETF $SMWF is now officially live on the Nairobi Securities Exchange @NSE_PLC marking a historic moment for Kenyas capital markets. @kenyanwalstreet"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945371649718501638) 2025-07-16 06:35:19 UTC 1902 followers, XXX engagements "Senegals playing a dangerous but necessary game buying time before deeper reforms kick in. Dakar is leveraging investor trust now to avoid a crisis later. A short-term win but Senegals debt math remains brutal. Will oil savings arrive in time"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945696296397877460) 2025-07-17 04:05:21 UTC 1902 followers, XXX engagements "@moneyacademyKE If properly enforced this could clean up Kenyas shadowy property market. If half-hearted itll just be another toothless rule"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945366924784767068) 2025-07-16 06:16:32 UTC 1902 followers, XXX engagements "📉 Safaricom ( $SCOM ) Trading Snapshot - 15/07/2025 Price: KES XXXXX (0.39%) Volume: 8.42M shares (KES 216M turnover) Range: KES XXXXX - XXXXX Market Cap: KES 1.03T I can see we've already passed the XX share price #NSE #Safaricom"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945147075194143020) 2025-07-15 15:42:56 UTC 1902 followers, XXX engagements "@WaruhiuFranklin @NSE_Investors @EACinvestor @wiseshilling @mytradesignals $KENRE dominates NSE with XXXX% of total market turnover (Q2 2024). But look deeper: 1) Retail orders = XX% of trades (CMA Market Sounding Report) 2) P/E of XXXX vs sector avg XXXX (NSE Guidebook) 3) Volatility index at XXX% vs market XX% (NSE Weekly Bulletin)"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1939340082416079073) 2025-06-29 15:08:01 UTC 1903 followers, 3389 engagements "Centum Investment Company PLC (FY 2025) 1/7 Headline Results FY 2025 reveals contrasting trends: NAV/share X% to KES XXXX (balance sheet strength) vs PAT XX% to KES 812M (tax/fair value impacts). KES 1.82B tax charge from rate hike (5%15%) drove earnings decline"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945533587048046785) 2025-07-16 17:18:48 UTC 1902 followers, XXX engagements "2/9 Forex Reserves: $11.2B reserves=4.9 months' cover (above 4-mo mandate) Sounds safe but covers just XXXX% of external debt. With $2.1B Eurobonds maturing 2024-27 reserves could deplete fast if oil spikes above $70/barrel. Remittances (13.8%) help but aren't reliable"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1944633774127403481) 2025-07-14 05:43:15 UTC 1878 followers, XX engagements "5/9 Bond Market Frenzy: 20/25-yr bonds got XXXXX% bids (KSh76.9B vs KSh50B offered) Investors chase 13.5-14.5% yields as inflation lingers. But domestic debt hit KSh6.3T (83% bonds). At these rates debt service consumes XX% of revenue. Unsustainable"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1944633792615829823) 2025-07-14 05:43:20 UTC 1882 followers, XX engagements "@moneyacademyKE Great for rich investors risky for taxpayers. If the stadium flops Kenyas debt crisis deepens"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945720525365317860) 2025-07-17 05:41:37 UTC 1902 followers, XXX engagements "@StockMKTNewz Amazon is a selective inflation fighter crushing prices on discretionary goods but powerless on staples. For investors $AWS and $AI matter more than Prime Day hype"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1942726976050995613) 2025-07-08 23:26:19 UTC 1876 followers, XX engagements "Another quarter of empire-building. BlackRock is still the undisputed king of asset management but even giants bleed sometimes. A record quarter but cracks in Asia & private markets hint at storm clouds ahead"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945717508071129361) 2025-07-17 05:29:38 UTC 1902 followers, XX engagements "StanCharts $217M Africa loss isnt just a cleanup. Its a neon sign that global banks are done waiting for growth in high-risk markets. A calculated retreat from economies where currency risks outweigh rewards. Message Currency risk can eclipse even the juiciest margins"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1943907834053226507) 2025-07-12 05:38:38 UTC 1884 followers, XXX engagements "@moneyacademyKE This isnt about "serving citizens." Its about building a database of exploitables while the powerful operate above the law. HELBs done with polite reminders. If youve been dodging payments your Toyota Fielders about to snitch on you.😂🚩"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945347303415386219) 2025-07-16 04:58:34 UTC 1902 followers, XXX engagements "Old Mutual isnt just leaving South Sudan its admitting that. "In frontier markets pioneers take arrows not profits." Watch $OMLs Kenya operations. If profitability dips expect more exits or a full regional sell-off. If you own $OML breathe easy this cuts losses"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1941246079841996953) 2025-07-04 21:21:46 UTC 1883 followers, XXX engagements "A symbolic end to French banking dominance in Cameroon now the real test begins. SocGens exit is another sign of Western banks retreating from Africas tricky markets while governments step in for better or worse. A win for Cameroons sovereignty but execution risks remain"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945479700794474535) 2025-07-16 13:44:40 UTC 1902 followers, XXX engagements "Financial Performance of Kenya Reinsurance Corporation @Kenya_Re 2024 vs. 2023 1/6 Financial Position ✅ Total Assets: KShs 66.81B ( from KShs 65.98B) 🔹 Growth in gov't securities (+19.9%) & investment properties (+2.8%) 🔹 Cash reserves dropped sharply (KShs 1.25B"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945441245855199703) 2025-07-16 11:11:52 UTC 1902 followers, 1710 engagements "⚠ UMME Share Price Plummets XXXX% to KES XXXXX Steep Drop: KES XXXX (23.54%) Trading Range: KES XXXXX - XXXXX Volume: 100K shares (KES 1.58M turnover) Market Cap: KES 25.6B I am not touching umeme for a while😂😂 #NSE #Stocks #Kenya"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945168326256157123) 2025-07-15 17:07:23 UTC 1902 followers, 1297 engagements "I have watched "The Wizard of Lies" & this part is always my best. SEC: How didnt you know about the Ponzi scheme Son's: Why didnt YOU. Youre the SEC 😂 Bernie Madoff helped to create $NASDAQ before before he built his Ponzi empire. So was Wall Street his beta test"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1944555648949125478) 2025-07-14 00:32:49 UTC 1902 followers, XXX engagements "SKL isnt just a packaging company its a test of whether Kenyas industrial policy can lure high-value FDI. If it succeeds expect more Indian firms to follow. If it flops the NSEs industrial sector stays a ghost town. Watch the first week trading volume closely. $SKL"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1941381202482692237) 2025-07-05 06:18:42 UTC 1880 followers, 1869 engagements "5/7) - Valuation Assessment Extreme NAV discount (95%) reflects risks: 1) Fair value dependence 2) Two Rivers burden 3) Tax volatility. Upside to KES XXXX needs sustainable KES 2B+ FCF. Justified caution. #ValuationGap"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945533601623228759) 2025-07-16 17:18:51 UTC 1902 followers, XX engagements "CBK Weekly Bulletin Jul XX 2025 1/9 KSh held firm at 129.24/USD this week showing CBK's intervention success. But with a $6.8B trade deficit(2024) & $40.5B external debt this stability looks fragile. Regional peers (UGX/TZS) show similar trend"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1944633766724444482) 2025-07-14 05:43:14 UTC 1890 followers, XXX engagements "3/9 Remittance Boom: June inflows hit $423M (+13.8% YoY) with 12-mo total at $5.08B. Now exceeds tea ($1.2B) tourism ($1.7B). But XX% comes from US/EU vulnerable to recessions. Nigeria/Egypt offer better diaspora returns potentially diverting flows"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1944633780423086352) 2025-07-14 05:43:17 UTC 1882 followers, XX engagements "4/7) - Problem Assets Two Rivers drag continues: Losses widen to KES 243M despite XX% lower finance costs. XX% cost ratio reflects stagnant occupancy/sales. Requires capital partner or exit strategy. #NonPerformingAsset"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945533598150402237) 2025-07-16 17:18:50 UTC 1902 followers, XX engagements "This isnt just about LNG its a test of Mozambiques ability to balance security development & investor trust. If it works it could be transformative. If it fails the fallout could extend far beyond energy markets. This is a make-or-break moment for Mozambique"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945175178691924467) 2025-07-15 17:34:36 UTC 1902 followers, XXX engagements "Safaricoms voice business is fading It stopped being a telco & became a fintech company that also sells data. But with M-PESA & data roaring its not just surviving its rewriting the rules of African telecom. The lesson Adapt or become the next SMS revenue chart"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1943266475399073815) 2025-07-10 11:10:06 UTC 1902 followers, 1286 engagements "Ethiopia is walking a tightrope balancing war debt & reform fatigue. One misstep could trigger another economic spiral. Ethiopias reform grit is clear but geopolitics & war may sink its IMF deal"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945693608189083786) 2025-07-17 03:54:40 UTC 1902 followers, XX engagements "7/9 Global Threats: Kenya's Weak Spots Oil at $XXXXX (+3%) + strong dollar = trouble. Every $XX oil hike widens CAD by $700M. Eurobond yields up 25.6bps (10-yr at 8.38%). US tariffs could hit flower/tea exports ($1.1B to EU/US). Perfect storm brewing"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1944633805223972926) 2025-07-14 05:43:23 UTC 1882 followers, XX engagements "$PwC's restructuring playbook faces ultimate test: Working capital triage (AR collections critical) Prime real estate as collateral lever Strategic asset carve-out potential Market moving update expected by Oct-end. Liquidity crunch remains key risk. $EACAB"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1935799577136767015) 2025-06-19 20:39:19 UTC 1898 followers, XXX engagements "Ethiopias T-Bill debut is more than a market milestone. Its a bet that Addis can become the next African financial hub. If successful it could pave the way for corporate bonds & even equities in Africas next frontier market. It's the first step but the road ahead is long"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1943753079079453095) 2025-07-11 19:23:41 UTC 1886 followers, XXX engagements "Satrix just turned the NSE into a gateway for global markets. A test of whether Kenyas capital markets can evolve beyond $SCOM & bank stocks. But success depends on whether Kenyan investors embrace ETFs like South Africans did. The era of Safaricom-only portfolios is over"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1943897815740043293) 2025-07-12 04:58:49 UTC 1902 followers, XXX engagements "6/7 Strategic Execution Centum XXX shows progress: Debt/equity at XXX% NAV growth portfolio pruning. Unfinished work: Transition from accounting profits to cash earnings. #StrategyVsExecution"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945533605003829634) 2025-07-16 17:18:52 UTC 1902 followers, XX engagements "@moneyacademyKE A XX% average masks brutal disparities. The rate drop helps those already privileged. Until CBK @CBKKenya tackles bank cartel pricing risk models & financial inclusion XX% loans will keep locking out hustlers. Main Street wont feel this decline"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1941765717100999051) 2025-07-06 07:46:37 UTC 1882 followers, XXX engagements "KShs 587M) likely due to dividends/investments. 2/6 Liabilities & Equity 🔻 Liabilities: Fell to KShs 13.78B (from KShs 17.14B) driven by lower insurance contract liabilities. 🔻 Equity: Retained earnings (KShs 29.05B KShs 23.87B) but revaluation reserves improved"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1945441249420308614) 2025-07-16 11:11:53 UTC 1903 followers, XXX engagements "6/9 NSE: The Big Get Bigger NSE20 (+1.7%) outperformed NASI (+0.1%) as investors fled to blue-chips (Safaricom + banks). But volumes fell XX% - liquidity drying up. Market cap at KSh2.52T (just XX% of GDP vs XX% in 2014). Shows declining confidence in local equities"  [@JuliusOnStocks](/creator/x/JuliusOnStocks) on [X](/post/tweet/1944633799322611717) 2025-07-14 05:43:21 UTC 1882 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@JuliusOnStocks Mangala M.J ™ 💱
Mangala M.J ™ 💱 posts on X about debt, nse, stocks, kenya the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +8.70%
- X Month XXXXXXX +1,116%
- X Months XXXXXXX +230%
- X Year XXXXXXX +450%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +3%
- X Month XXXXX +30%
- X Months XXXXX +37%
- X Year XXXXX +23%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance countries currencies stocks travel destinations technology brands automotive brands exchanges cryptocurrencies
Social topic influence debt, nse, stocks, kenya #362, $scom, gdp, market cap, volatility, inflation, investment #1398
Top assets mentioned Sleepless AI (AI) BlackRock Inc (BLK) SKALE (SKL)
Top Social Posts #
Top posts by engagements in the last XX hours
"Satrix MSCI World ETF $SMWF is now officially live on the Nairobi Securities Exchange @NSE_PLC marking a historic moment for Kenyas capital markets. @kenyanwalstreet"
@JuliusOnStocks on X 2025-07-16 06:35:19 UTC 1902 followers, XXX engagements
"Senegals playing a dangerous but necessary game buying time before deeper reforms kick in. Dakar is leveraging investor trust now to avoid a crisis later. A short-term win but Senegals debt math remains brutal. Will oil savings arrive in time" @JuliusOnStocks on X 2025-07-17 04:05:21 UTC 1902 followers, XXX engagements
"@moneyacademyKE If properly enforced this could clean up Kenyas shadowy property market. If half-hearted itll just be another toothless rule" @JuliusOnStocks on X 2025-07-16 06:16:32 UTC 1902 followers, XXX engagements
"📉 Safaricom ( $SCOM ) Trading Snapshot - 15/07/2025 Price: KES XXXXX (0.39%) Volume: 8.42M shares (KES 216M turnover) Range: KES XXXXX - XXXXX Market Cap: KES 1.03T I can see we've already passed the XX share price #NSE #Safaricom" @JuliusOnStocks on X 2025-07-15 15:42:56 UTC 1902 followers, XXX engagements
"@WaruhiuFranklin @NSE_Investors @EACinvestor @wiseshilling @mytradesignals $KENRE dominates NSE with XXXX% of total market turnover (Q2 2024). But look deeper: 1) Retail orders = XX% of trades (CMA Market Sounding Report) 2) P/E of XXXX vs sector avg XXXX (NSE Guidebook) 3) Volatility index at XXX% vs market XX% (NSE Weekly Bulletin)" @JuliusOnStocks on X 2025-06-29 15:08:01 UTC 1903 followers, 3389 engagements
"Centum Investment Company PLC (FY 2025) 1/7 Headline Results FY 2025 reveals contrasting trends: NAV/share X% to KES XXXX (balance sheet strength) vs PAT XX% to KES 812M (tax/fair value impacts). KES 1.82B tax charge from rate hike (5%15%) drove earnings decline" @JuliusOnStocks on X 2025-07-16 17:18:48 UTC 1902 followers, XXX engagements
"2/9 Forex Reserves: $11.2B reserves=4.9 months' cover (above 4-mo mandate) Sounds safe but covers just XXXX% of external debt. With $2.1B Eurobonds maturing 2024-27 reserves could deplete fast if oil spikes above $70/barrel. Remittances (13.8%) help but aren't reliable" @JuliusOnStocks on X 2025-07-14 05:43:15 UTC 1878 followers, XX engagements
"5/9 Bond Market Frenzy: 20/25-yr bonds got XXXXX% bids (KSh76.9B vs KSh50B offered) Investors chase 13.5-14.5% yields as inflation lingers. But domestic debt hit KSh6.3T (83% bonds). At these rates debt service consumes XX% of revenue. Unsustainable" @JuliusOnStocks on X 2025-07-14 05:43:20 UTC 1882 followers, XX engagements
"@moneyacademyKE Great for rich investors risky for taxpayers. If the stadium flops Kenyas debt crisis deepens" @JuliusOnStocks on X 2025-07-17 05:41:37 UTC 1902 followers, XXX engagements
"@StockMKTNewz Amazon is a selective inflation fighter crushing prices on discretionary goods but powerless on staples. For investors $AWS and $AI matter more than Prime Day hype" @JuliusOnStocks on X 2025-07-08 23:26:19 UTC 1876 followers, XX engagements
"Another quarter of empire-building. BlackRock is still the undisputed king of asset management but even giants bleed sometimes. A record quarter but cracks in Asia & private markets hint at storm clouds ahead" @JuliusOnStocks on X 2025-07-17 05:29:38 UTC 1902 followers, XX engagements
"StanCharts $217M Africa loss isnt just a cleanup. Its a neon sign that global banks are done waiting for growth in high-risk markets. A calculated retreat from economies where currency risks outweigh rewards. Message Currency risk can eclipse even the juiciest margins" @JuliusOnStocks on X 2025-07-12 05:38:38 UTC 1884 followers, XXX engagements
"@moneyacademyKE This isnt about "serving citizens." Its about building a database of exploitables while the powerful operate above the law. HELBs done with polite reminders. If youve been dodging payments your Toyota Fielders about to snitch on you.😂🚩" @JuliusOnStocks on X 2025-07-16 04:58:34 UTC 1902 followers, XXX engagements
"Old Mutual isnt just leaving South Sudan its admitting that. "In frontier markets pioneers take arrows not profits." Watch $OMLs Kenya operations. If profitability dips expect more exits or a full regional sell-off. If you own $OML breathe easy this cuts losses" @JuliusOnStocks on X 2025-07-04 21:21:46 UTC 1883 followers, XXX engagements
"A symbolic end to French banking dominance in Cameroon now the real test begins. SocGens exit is another sign of Western banks retreating from Africas tricky markets while governments step in for better or worse. A win for Cameroons sovereignty but execution risks remain" @JuliusOnStocks on X 2025-07-16 13:44:40 UTC 1902 followers, XXX engagements
"Financial Performance of Kenya Reinsurance Corporation @Kenya_Re 2024 vs. 2023 1/6 Financial Position ✅ Total Assets: KShs 66.81B ( from KShs 65.98B) 🔹 Growth in gov't securities (+19.9%) & investment properties (+2.8%) 🔹 Cash reserves dropped sharply (KShs 1.25B" @JuliusOnStocks on X 2025-07-16 11:11:52 UTC 1902 followers, 1710 engagements
"⚠ UMME Share Price Plummets XXXX% to KES XXXXX Steep Drop: KES XXXX (23.54%) Trading Range: KES XXXXX - XXXXX Volume: 100K shares (KES 1.58M turnover) Market Cap: KES 25.6B I am not touching umeme for a while😂😂 #NSE #Stocks #Kenya" @JuliusOnStocks on X 2025-07-15 17:07:23 UTC 1902 followers, 1297 engagements
"I have watched "The Wizard of Lies" & this part is always my best. SEC: How didnt you know about the Ponzi scheme Son's: Why didnt YOU. Youre the SEC 😂 Bernie Madoff helped to create $NASDAQ before before he built his Ponzi empire. So was Wall Street his beta test" @JuliusOnStocks on X 2025-07-14 00:32:49 UTC 1902 followers, XXX engagements
"SKL isnt just a packaging company its a test of whether Kenyas industrial policy can lure high-value FDI. If it succeeds expect more Indian firms to follow. If it flops the NSEs industrial sector stays a ghost town. Watch the first week trading volume closely. $SKL" @JuliusOnStocks on X 2025-07-05 06:18:42 UTC 1880 followers, 1869 engagements
"5/7) - Valuation Assessment Extreme NAV discount (95%) reflects risks: 1) Fair value dependence 2) Two Rivers burden 3) Tax volatility. Upside to KES XXXX needs sustainable KES 2B+ FCF. Justified caution. #ValuationGap" @JuliusOnStocks on X 2025-07-16 17:18:51 UTC 1902 followers, XX engagements
"CBK Weekly Bulletin Jul XX 2025 1/9 KSh held firm at 129.24/USD this week showing CBK's intervention success. But with a $6.8B trade deficit(2024) & $40.5B external debt this stability looks fragile. Regional peers (UGX/TZS) show similar trend" @JuliusOnStocks on X 2025-07-14 05:43:14 UTC 1890 followers, XXX engagements
"3/9 Remittance Boom: June inflows hit $423M (+13.8% YoY) with 12-mo total at $5.08B. Now exceeds tea ($1.2B) tourism ($1.7B). But XX% comes from US/EU vulnerable to recessions. Nigeria/Egypt offer better diaspora returns potentially diverting flows" @JuliusOnStocks on X 2025-07-14 05:43:17 UTC 1882 followers, XX engagements
"4/7) - Problem Assets Two Rivers drag continues: Losses widen to KES 243M despite XX% lower finance costs. XX% cost ratio reflects stagnant occupancy/sales. Requires capital partner or exit strategy. #NonPerformingAsset" @JuliusOnStocks on X 2025-07-16 17:18:50 UTC 1902 followers, XX engagements
"This isnt just about LNG its a test of Mozambiques ability to balance security development & investor trust. If it works it could be transformative. If it fails the fallout could extend far beyond energy markets. This is a make-or-break moment for Mozambique" @JuliusOnStocks on X 2025-07-15 17:34:36 UTC 1902 followers, XXX engagements
"Safaricoms voice business is fading It stopped being a telco & became a fintech company that also sells data. But with M-PESA & data roaring its not just surviving its rewriting the rules of African telecom. The lesson Adapt or become the next SMS revenue chart" @JuliusOnStocks on X 2025-07-10 11:10:06 UTC 1902 followers, 1286 engagements
"Ethiopia is walking a tightrope balancing war debt & reform fatigue. One misstep could trigger another economic spiral. Ethiopias reform grit is clear but geopolitics & war may sink its IMF deal" @JuliusOnStocks on X 2025-07-17 03:54:40 UTC 1902 followers, XX engagements
"7/9 Global Threats: Kenya's Weak Spots Oil at $XXXXX (+3%) + strong dollar = trouble. Every $XX oil hike widens CAD by $700M. Eurobond yields up 25.6bps (10-yr at 8.38%). US tariffs could hit flower/tea exports ($1.1B to EU/US). Perfect storm brewing" @JuliusOnStocks on X 2025-07-14 05:43:23 UTC 1882 followers, XX engagements
"$PwC's restructuring playbook faces ultimate test: Working capital triage (AR collections critical) Prime real estate as collateral lever Strategic asset carve-out potential Market moving update expected by Oct-end. Liquidity crunch remains key risk. $EACAB" @JuliusOnStocks on X 2025-06-19 20:39:19 UTC 1898 followers, XXX engagements
"Ethiopias T-Bill debut is more than a market milestone. Its a bet that Addis can become the next African financial hub. If successful it could pave the way for corporate bonds & even equities in Africas next frontier market. It's the first step but the road ahead is long" @JuliusOnStocks on X 2025-07-11 19:23:41 UTC 1886 followers, XXX engagements
"Satrix just turned the NSE into a gateway for global markets. A test of whether Kenyas capital markets can evolve beyond $SCOM & bank stocks. But success depends on whether Kenyan investors embrace ETFs like South Africans did. The era of Safaricom-only portfolios is over" @JuliusOnStocks on X 2025-07-12 04:58:49 UTC 1902 followers, XXX engagements
"6/7 Strategic Execution Centum XXX shows progress: Debt/equity at XXX% NAV growth portfolio pruning. Unfinished work: Transition from accounting profits to cash earnings. #StrategyVsExecution" @JuliusOnStocks on X 2025-07-16 17:18:52 UTC 1902 followers, XX engagements
"@moneyacademyKE A XX% average masks brutal disparities. The rate drop helps those already privileged. Until CBK @CBKKenya tackles bank cartel pricing risk models & financial inclusion XX% loans will keep locking out hustlers. Main Street wont feel this decline" @JuliusOnStocks on X 2025-07-06 07:46:37 UTC 1882 followers, XXX engagements
"KShs 587M) likely due to dividends/investments. 2/6 Liabilities & Equity 🔻 Liabilities: Fell to KShs 13.78B (from KShs 17.14B) driven by lower insurance contract liabilities. 🔻 Equity: Retained earnings (KShs 29.05B KShs 23.87B) but revaluation reserves improved" @JuliusOnStocks on X 2025-07-16 11:11:53 UTC 1903 followers, XXX engagements
"6/9 NSE: The Big Get Bigger NSE20 (+1.7%) outperformed NASI (+0.1%) as investors fled to blue-chips (Safaricom + banks). But volumes fell XX% - liquidity drying up. Market cap at KSh2.52T (just XX% of GDP vs XX% in 2014). Shows declining confidence in local equities" @JuliusOnStocks on X 2025-07-14 05:43:21 UTC 1882 followers, XX engagements