For years, Home Afrika was the kind of stock investors talked about in the language of disappointment: stalled projects, heavy debt, weak cash generation, and a balance sheet that seemed permanently stuck in distress. Then the story changed. The company posted profits again, margins improved, debt levels came down, and the share price began to wake up. On the surface, it looked like a classic turnaround. But Home Afrika’s recovery is more complicated than a simple comeback st

Kenya’s fund managers are holding an unusually large cash buffer, and that matters far beyond the collective investment industry. The headline number is striking: KSh 120.22 billion in cash and demand deposits, the highest on record, now standing as one of the largest asset buckets in the industry. In practical terms, this is not just “idle money.” It is a signal about how professional investors currently view risk, return, and the opportunity set in Kenya. At the same time,

Sameer Africa’s story has changed completely. Once known for tyres, the company now looks more like a property and land-bank play sitting on valuable Nairobi real estate, a debt-free balance sheet, and a growing gap between accounting value and realizable asset value. Its FY2025 results show that the transformation is not just a narrative: revenue reached KSh 432.74 million, profit climbed to KSh 274.28 million, and the business generated all of its income from rental operati