Mwango Capital
@MwangoCapital • 178,276 subscribers
|❤️Financial Research & Analysis on East African Markets| |🗞️Newsletter: https://t.co/vXkqHKrslm| | Instagram/: https://t.co/jLHxuIyENa
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Mood after increasing taxes on Kenyans through the Finance Bill 2026:
Mwango Capital168,709 Aufrufe • vor 5 Monaten
That's 10M+ worth of an investment going down like that in a few minutes. 😬
Mwango Capital921,731 Aufrufe • vor 3 Jahren
Even the KRA deputy commissioner can't explain why the new motor vehicle tax is necessary:
Mwango Capital492,841 Aufrufe • vor 2 Jahren
![Interesting. [H/t DBwambale]](https://image.24vids.com/tw-1711301974681874560/ext_tw_video_thumb/1711301932239708160/pu/img/LuYZ7Ic44-5Kq_Yb.jpg)
![President William Ruto: —East African Community partners are now discussing a joint regional refinery with Dangote in Tanga, Tanzania, to process crude from DRC, Kenya, South Sudan, and Uganda. —Plans include a short Tanga–Mombasa pipeline and use of existing shared infrastructure (Kenya Pipeline) to distribute refined products, improving asset utilisation across the region. —Kenya signals readiness to co-invest, targeting delivery of the refinery within 4–5 years if agreements are reached. —He says refining economics in Africa remains policy-driven; as Aliko Dangote noted to Olusegun Obasanjo, importing fuel can be more profitable than refining without the right incentives. [Video: Bloomberg]](https://image.24vids.com/tw-2047383101543002486/amplify_video_thumb/2047383042977861632/img/AFVSlqzzWdG42VoV.jpg)
President William Ruto: —East African Community partners are now discussing a joint regional refinery with Dangote in Tanga, Tanzania, to process crude from DRC, Kenya, South Sudan, and Uganda. —Plans include a short Tanga–Mombasa pipeline and use of existing shared infrastructure (Kenya Pipeline) to distribute refined products, improving asset utilisation across the region. —Kenya signals readiness to co-invest, targeting delivery of the refinery within 4–5 years if agreements are reached. —He says refining economics in Africa remains policy-driven; as Aliko Dangote noted to Olusegun Obasanjo, importing fuel can be more profitable than refining without the right incentives. [Video: Bloomberg]
Mwango Capital72,702 Aufrufe • vor 6 Monaten
Treasury CS is materially understating the cost of the dividend monetisation by calling it 5.6%, when the correct annuity-based discount rate on the State’s foregone dividends is closer to 10.5%. Vodacom, by contrast, prices that same stream at a 16.5% IRR capped at 18%, which is the economic return the government is surrendering by taking KES 40.2B today instead of collecting Safaricom dividends over time.
Mwango Capital102,215 Aufrufe • vor 10 Monaten
Treasury CS on IFBs: "You're earning 18% from a bond, and you're paying zero tax. Yet someone who earns very little money by selling fruits on the roadside pays tax. Is that fairness? It is not. There are taxes that we must discuss" Looks like IFBs will be taxed.
Mwango Capital155,825 Aufrufe • vor 1 Jahr
Quickmart CEO Peter Kang’iri highlighted the importance of cost discipline and working capital management in supermarket retail: — Staff costs account for ~6% of sales and rent 2.5–3.5%, meaning the two largest cost lines consume almost 10% of revenue, with total operating costs expected to remain within 14–15% of sales and other costs capped at ~5%. — Retailers must optimise working capital by balancing inventory levels, supplier payment terms and cash positions, with Quickmart targeting an inventory conversion period of 28–30 days. — The key metric in retail is how efficiently a business converts inventory into cash while maintaining stock availability and supplier relationships.
Mwango Capital11,962 Aufrufe • vor 1 Monat
James Mwangi when asked about his retiring: "Nobody retires from entrepreneurship. Age doesn’t retire one from investing..My mother went on at 98 & she was still investing in her small-scale farm. So if I live for as long as my mother, kindly bear with me for the next 40 years"
Mwango Capital149,870 Aufrufe • vor 1 Jahr
