From first-time NSE investors to pension fund trustees — Wealth Atlas provides structured, research-driven investment guidance across every tier of the market.
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Joined November 2024
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Wealth Atlas retweeted
Track your networth in near real-time = NSE equities + global stocks + crypto + fixed income + alternative investments...
Nice job @wealthcentralai
👉 app.wealthatlas.africa/index…
@kahome_steve @Jayriq
Wealth Atlas retweeted
Every month we share investment recommendations with our members.
We cover both local and global markets.
We help you open investment accounts, fund them and guide you on which stocks & ETFs to buy
We share weekly analysis and reports to help you win in the stock market
Here’s a glimpse of our October picks
Wealth Atlas retweeted
Another edition of why we prefer KPLC over KenGen
The KPLC–KenGen decoupling is continues.
For years these two moved in lockstep on the NSE:
Then the market started front-running KPLC's FY24 numbers, and when the results dropped in October 2024 (a KES 30bn profit from a KES 3.2bn loss, plus the first dividend in seven years), the pair stopped moving together.
Back in June 2024, KPLC was at KES 1.66 with a negative P/E off a loss-making year, while KenGen sat around KES 2.40 at roughly 3x trailing earnings.
Fast forward to today: KPLC is at KES 23.45 on a ~1.8x P/E and KenGen is at KES 10.80 on ~6.9x.
That's a 14x for KPLC versus about 4.5x for KenGen. The kicker is that KPLC still trades cheaper on earnings than KenGen does.
KenGen's move came from its multiple re-rating, while KPLC's came from its earnings going from a loss to a KES 25bn profit.
Wealth Atlas retweeted
Kenya Power is the most mispriced stock in the NSE energy sector, and this chart shows why:
$KPLC earned a 20.7% ROE in FY26, the highest in the peer set by a wide margin. KenGen earns 3.6%, TotalEnergies 8.0%, Kenya Pipeline 10.0%.
Yet KPLC trades at just 0.35x book value. Kenya Pipeline, earning half the return, trades at 1.7x.
Normally, higher returns on equity command a higher price-to-book. KPLC breaks that relationship completely.
Wealth Atlas retweeted
Want to know which NSE stocks we are buying during this downturn?
Join our investment community today.
We guide you on which stocks to buy and help you win in the stock market.
We cover both local and global markets.
Wealth Atlas retweeted
The Bond ladder strategy: I would prefer this over rentals anyday
✅Consistent passive income that can pay your rent or replace your active income
✅Good way to manage cashflows for a retiree
✅I would prefer this over rentals anyday
What about you?
Wealth Atlas retweeted
We believe these stocks will lag their peers over the next 12 months.
What do you think? Which stock do you think should be a BUY at current prices and why?
More details and breakdown👇👇
Wealth Atlas retweeted
Equity and KCB trade at almost the same earnings multiple. 4.54x against 4.35x.
Underneath, they are not the same bank.
ROE: 27.3% vs 21.1%
NPL ratio: 9.5% vs 15.1%
Non-funded income: 45% vs 31.5% of total
Jaws: +7.46% vs +3.76%
Equity earns six percentage points more on every shilling of shareholder capital, does it with a loan book carrying a third fewer bad loans, and funds nearly half its income from fees rather than lending spread. Its costs are also growing slower than its revenue, and by a wider margin.
The market is charging a 4% premium for that.
KCB's answer is price. At 0.88x book against Equity's 1.2x, you are buying the weaker balance sheet at a discount to what it says it is worth.
It is clear which banking sector stock deserves to be trading at a steep premium to book value
Wealth Atlas retweeted
The banking index is now up +41% YTD while the NSE is up +35% YTD.
I&M bank leads the pack having gained 88%
Debutant Family bank against all odds is up +73%
NCBA is the laggard having only gained 6%
What's your favorite banking sector stock?
Wealth Atlas retweeted
NSE had a 🔥🔥today
1. Equity Group hit a new 52 week high of KES 104
2. KCB Group hit a new 52 week high of KES 100
3. Kenya Re hit a new 52 week high of KES 4.65
4. KPLC hit a new 52 week high of KES 24.95
5. Total hit a new 52 week high of KES 49.50
6. NSE Plc hit a new 52 week high of KES 29.50
7. CGEN reclaimed KES 300
Wealth Atlas retweeted
These are the counters with the highest dividend yields at the NSE
For dividend seeking investors, these are some names you can consider
Which is your best dividend stock?
Wealth Atlas retweeted
The most undervalued banking sector stock is not DTB
Its Equity Group!
And by quite a margin!
Want to access full banking sector analysis? Join us below👇
Wealth Atlas retweeted
The NSE is now up +34% in 2026 and has now gained +120% over the last 3 years.
Car & General is the leading stock having gained +404%
Britam is the leading insurance sector stock having gained +104%
I&M bank is the leading banking sector stock, now up +84.33%
KPLC is the leading energy sector stock now up +64%
Which is the top performing stock in your portfolio?
Wealth Atlas retweeted
We raise our 12 month target price to KES 32 based on the impressive HY26 earnings
Courtesy of @wealthcentralai
Wealth Atlas retweeted
P.S.
If you are a serious investor in the stock market, you will benefit a lot by joining our investor community
This is where we share full reports, analysis, insights and recommendations
We cover both the NSE and global markets
Joining details on poster below
TPS Eastern Africa experienced a challenging first half of 2026, marked by its loss for the period worsening significantly by 315.5% to 66.38 Mn.
Revenue from contracts with customers dipped marginally by 1.4% to 4.00 Bn, which, combined with flat operating expenses and an 8.9% rise in depreciation and amortisation, resulted in a 4.2% drop in operating profit to 517.14 Mn.
The deepened bottom-line deficit was heavily driven by a massive 2053.0% surge in the share of loss from associate companies to 119.64 Mn, effectively wiping out the benefits of a 52.6% reduction in net finance costs. Consequently, the loss per share deteriorated to (0.12).
Examining the balance sheet against FY 2025, total assets contracted by 2.9% to 21.58 Bn and total equity dipped 2.4% to 13.04 Bn, though the company did manage to improve its end-of-period cash and cash equivalents by 18.4% to 922.10 Mn.
Sameer Africa delivered a strong bottom-line performance in H1 2026, with profit for the period growing by 19.9% to 103.89 Mn. Despite a 6.6% decline in revenue to 205.75 Mn, the company successfully drove profitability through significant cost management, reducing operating expenses by 25.9% to 83.33 Mn alongside a 426.6% jump in other operating income.
The balance sheet also showed robust health, as total assets increased by 15.1% to 1.83 Bn and total equity grew 35.1% to 1.12 Bn, while total liabilities dropped by 6.8%.
Liquidity saw massive improvements, with net cash generated from operating activities surging 132.1% to 132.61 Mn and end-of-period cash and cash equivalents skyrocketing 265.4% to 265.63 Mn, lifting basic and diluted earnings per share to 0.37.
Wealth Atlas retweeted
Out top stock pick at the NSE (Car & General) is up +400%
Our top stock pick in global markets (Micron) is up 219%
You can access our full list of recommendations, analysis and reports by joining our investor community.
If you are looking for expert guidance when investing in both local and global markets, consider joining our community.
Details on poster below
Wealth Atlas retweeted
We have revised our price target for CGEN to KES 460
Please can someone say its unrealistic😁
Courtesy of @wealthcentralai
We have raised our $CGEN price target to KES 460 after impressive H1 26 results!
Did you listen?
