Wazua
»
Investor
»
Stocks
»
SCOM at Kshs. 4
Rank: Elder Joined: 2/10/2007 Posts: 1,587
|
Much Know wrote:@pkoli, there is no need to form a cartel (by the way bharti and others were forced to meet and raise 'permanent' costs just friday this week in india), apart from the share price and profits sliding by half, safcom has everything to gain by slushing cost further. Let him give a profit warning, reassure shareholders and slush tarrifs to 1.50/- on a promotional offer and watch the other guy bleed to death. If he lets it continue to survive through a deal, it could turn round on us in future. I say strike when the iron is hot. I have seen the september 15 figures and zain gained dot and are now in a major loss position, meanwhile bharti has lost 15% market share in Africa to Vodafone. With their 10bill usd loan for zain africa and their fast eroding profits in india, zain kenya is doing its swan dance. Thanks for the analysis, safcom market leardership is here to stay for the next 10 years.
|
|
|
Rank: Elder Joined: 12/6/2008 Posts: 3,579
|
Sure next ten years, wish i had cash though, can't sell can't buy, but the price may remain depressed and continue to fall unless Barclays nominees come back forcefully or something drastic happens, maybe by November results i may have enough cash and the price maybe much lower. Fear and greed they say, an inverse interplay between these two is ignorance and sound information. Ras Kienyeji Man
|
|
|
Rank: Chief Joined: 3/24/2010 Posts: 6,779 Location: Black Africa
|
The main point of investing at the NSE is to make money. Is Safaricom a sure moneymaker at the moment? GOD BLESS YOUR LIFE
|
|
|
Rank: Elder Joined: 1/21/2010 Posts: 6,675 Location: Nairobi
|
youcan'tstopusnow wrote:The main point of investing at the NSE is to make money. Is Safaricom a sure moneymaker at the moment? @youcan't its not a moneymaker but i sure know the real ones available on our market:... Mark 12:29
Deuteronomy 4:16
|
|
|
Rank: Elder Joined: 12/6/2008 Posts: 3,579
|
 Emarging Markets, what shares grow fastest in such places as they advance? Scom is another story, it may well collapse, but the telco and financial service sector will provide the best returns. Same with banks, no guarantee equity will provide amazing returns but? Of course if you are one of those people always jumping out of falling stocks and bought all rising stock at a discount(sometime back jumped in at a very low price), then you see things differently. Ras Kienyeji Man
|
|
|
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
|
youcan'tstopusnow wrote:the deal wrote:@Much Know nice strategy...MJ should issue a profit warning & slash calling rates to all networks to 1.50 bob...hahahahahaha i'm sure a few executives @ Zain will go bald... If he does such a thing, the share will be trading at 1 bob. You will be buying your nephews and nieces sweets and the little kids will be telling you eagerly, ''Unko, si ungetununulia tu shares za Safaricom'' lollest Life is short. Live passionately.
|
|
|
Rank: Elder Joined: 12/6/2008 Posts: 3,579
|
@sparkly,youcant, deal, safcom is 50cents away from 1.50/-, it is not a big deal, it just sounds major but it is not, for the psychology and resulting increased ARPU, i think it is better than 2/-. OK maybe 1.90/- Ras Kienyeji Man
|
|
|
Rank: Elder Joined: 9/23/2009 Posts: 8,083 Location: Enk are Nyirobi
|
@much know we shall scoop some at mashiringi ya masaa kubamba (3 bob) lol Life is short. Live passionately.
|
|
|
Rank: Elder Joined: 6/27/2008 Posts: 4,114
|
When revenue comes crushing down, the only way to keep earnings stable is to cut costs.... So, what is SCOM's largest cost element? Let's look at the numbers again....this time, concentrate on the costs... Nothing is real unless it can be named; nothing has value unless it can be sold; money is worthless unless you spend it.
|
|
|
Rank: Elder Joined: 9/12/2006 Posts: 1,554
|
mukiha wrote:When revenue comes crushing down, the only way to keep earnings stable is to cut costs....
So, what is SCOM's largest cost element?
Let's look at the numbers again....this time, concentrate on the costs... Costs(not in any order) 1. consultants 2. Employees 3. adverts 4. sites roll-out 5. Site fuel/travel/allowances/commissions 6. training 7. number plan(0722, 0721, 0724 etc) 8. Frequencies 9. third party vendors & software licenses among others
|
|
|
Wazua
»
Investor
»
Stocks
»
SCOM at Kshs. 4
Forum Jump
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.
|