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Safcom on a dive, whats going on?
Rank: Member Joined: 8/17/2010 Posts: 116
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I think Safaricom Share price will maintain 6 bob in near future. They dont have revenue only from voice call. if you see the last year result,
they made strong growth in the M Pesa service with 9.48m register users compare to 6.18m in the previous year. M Pesa revenue grew by 158%. Also 97% growth in mobile and fixed data revenue. 100% acquisition of packetstream data network. To reach on this level for Zain will take many years.
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Gordon Gekko wrote:@guru, both Coop and KCB have deals with Scon that allow for moving cash back and forth between their accounts and Mpesa. I really can't see an Mkesho type deal. Unless they deal with the other operators. @gg thats exactly what i'm saying.... Zain (airtel) will definitely want to announce something similar to MKESHO and will definitely use coop or KCB Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 10/23/2009 Posts: 2,375
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the deal wrote:Kenyans support your own...Scom is more Kenyan than this Bharti BS..this Bharti is foreign..Kenyans will never own a single Bharti share..they are even going to suspend their shares from Lusaka stock exchange...all this pple who are coming here saying all this BS are the ones who got roasted during the I.P.O...support Kenyan drink Karoche...thats what i do...i drink Windhoek Lager coz i'm proudly Namibian.... the deal is not even in kenya yet he/she wants us to continue suffering. It is better to keep your mouth closed and let people think you are a fool than to open it and remove all doubt...
-Mark Twain
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Rank: Veteran Joined: 5/24/2010 Posts: 846 Location: KENYA
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@ sparkly... i agree. YU to Yu calls cost 50 cents while across the network is 3/-. Still the cheapest network if you ask me. SMSs cost 50cents! I have been a yu fan for long and have always enjoyed the lowest calling charges. I even have conference calls on a yu line. Good business sense. Zain is the closest so far but YU IS A JEWEL!
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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guru267 wrote:Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Sorry Guru** sharesholders or rather speculators might sell all thier holdings but Zain will never win this war, it will never
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Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
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Jamani wrote:guru267 wrote:Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Sorry Guru** sharesholders or rather speculators might sell all thier holdings but Zain will never win this war, it will never @jamani what product does safcom have that zain doesn't?? Just wait.... Mark 12:29
Deuteronomy 4:16
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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guru267 wrote:Jamani wrote:guru267 wrote:Ngalaka wrote:Ladies and gentlemen, including those who are quick to throw broadsides - I didnt think a price war, barely a day old, and one that Safaricom isnt likely to loose given its customer base vis avis Zain etc, is reason enough for a drastic share price drop at the NSE @ngalaka your viewing this situation narrowly.... Investors at the NSE especially foreigners invest basing on the future of a stock... And the all rosy future painted for safaricom clearly doesn't look so rosy any more because 10years down the road zain will have won this war Sorry Guru** sharesholders or rather speculators might sell all thier holdings but Zain will never win this war, it will never @jamani what product does safcom have that zain doesn't?? Just wait.... Infact Zain has had more products than safaricom all better and cheaply priced but the numbers have always been with safaricom....any reason why?
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Rank: New-farer Joined: 12/1/2009 Posts: 75 Location: nairobi
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guru267 wrote:In the short term the safcom share price will CRASH below 5bob... I have 250k shares in this counter and i'm selling ALL at best market price come monday and i know many people who will do the same.... I've seen this game played before and its one safcom clearly can't win... in long term the price will stagnate lets say 3 bob. After some time they consolidate the shares to 10B, release a new product and all will troop back like wildbeest migration then i'll sell safcom at 50 bob.
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Rank: Elder Joined: 9/12/2006 Posts: 1,554
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speculator wrote:guru267 wrote:In the short term the safcom share price will CRASH below 5bob... I have 250k shares in this counter and i'm selling ALL at best market price come monday and i know many people who will do the same.... I've seen this game played before and its one safcom clearly can't win... in long term the price will stagnate lets say 3 bob. After some time they consolidate the shares to 10B, release a new product and all will troop back like wildbeest migration then i'll sell safcom at 20 bob. @speculator, i tend to agree with you, all along kencell,celtel and zain have been coming up with products and people shift or as you say W-migration then when safaricom comes up with a counter product the reverse occurs migration back home then we see a sell to new owners of our number 2, but 20/- is very ambitious in the near future
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