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01-Feb-2017

KFH 4Q16 net income below estimate

Kuwait Finance House (KFH) just reported 4Q16 net income of KWD41.9mn, up 4% Y-o-Y and down 20%, missing our estimate of KWD46.2mn by 9%. FY16 net income of KWD165mn rose 13% Y-o-Y, just marginally below our forecast of KWD169.4mn.   Dividends: The Board has proposed a cash DPS of 17fils (flat Y-o-Y and just slightly below our forecast of 18bps, and implying a div yield of 2.8%) and a 10:100 stock dividend. (Company, Elena Sanchez-Cabezudo, CFA)   KFH: KWD0.62 as of 30 Jan, Rating: Neutral, TP: KWD0.56/share, MCap: USD10,483mn, KFIN KK / KFIN.KW   

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