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SAFARICOM and the BIG announcement
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eagle1
#1 Posted : Wednesday, March 30, 2011 1:34:52 PM
Rank: Hello

Joined: 3/30/2011
Posts: 1
With the number portability and the intense competition from Zain my bet is that safaricom cannot sustain the heat any longer..the profits have to dip,and its overpriced share will continue performing dismally at the nse..
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QW25071985
#2 Posted : Wednesday, March 30, 2011 1:40:15 PM
Rank: Veteran

Joined: 3/25/2011
Posts: 946
A profit warning.them we collect the stock @ 2.50 where wanjiku loves to sell it. Lol !
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  | | Edit by user: Wednesday, March 30, 2011 1:42 PM | Reason: Not specified
bartum
#3 Posted : Wednesday, March 30, 2011 1:42:12 PM
Rank: Veteran

Joined: 8/11/2010
Posts: 1,011
Location: nairobi
where is the big announcement dude
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kinyama
#4 Posted : Wednesday, March 30, 2011 1:43:57 PM
Rank: New-farer

Joined: 3/15/2011
Posts: 5
Well,I doubt if Number Portability will have that effect considering Airtel is yet to IMPROVE ZAP to the same level with M-PESA and as we know,once your "Hama" you cease to enjoy the services. It would have had an impact if Airtel took the time to market their other services the way they have done with voice.
Am yet to see the penetration of their data services as well as mobile money transfer.
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Wendz
#5 Posted : Wednesday, March 30, 2011 1:44:29 PM
Rank: Elder

Joined: 6/19/2008
Posts: 4,268
Overpriced? @3.90? What's the price supposed to be?
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selah
#6 Posted : Wednesday, March 30, 2011 2:01:45 PM
Rank: Elder

Joined: 10/13/2009
Posts: 1,950
Location: in kenya
If you think Airtel will introduce a price war for its data think again In india the telcos are sharing their 3G networks the era of reducing price to beat ur competitors is about to end...Value addition is the new battle ground.

Once safaricom streamlines its operations and becomes efficient, Airtel will have to come up with ingenious ways to beat saf.Furthermore we will know after tomorrow how this MNP is fairing

If 3.60 is being overpriced just wait for a better price.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
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Djinn
#7 Posted : Wednesday, March 30, 2011 2:16:41 PM
Rank: Elder

Joined: 11/13/2008
Posts: 1,565
MNP may not necessarily add to churn esp in this market where subscribers have 2-3 SIMS. When you think of the market segment thats likely to be migratory on account of tariffs, its the low end segment. However, the high end segment will only migrate when services and quality become mediocre - and they spend 10-30 times more than the BOTP.

In many markets MNP has not really had an effect. But it is a necessary regulatory measure to allow recourse where subscribers feel the need to change.

And even without MNP, SCOM profits will still plummet.
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Agra
#8 Posted : Wednesday, March 30, 2011 3:15:37 PM
Rank: Member

Joined: 4/22/2007
Posts: 96
Location: Agra, India
MNP could have worked sometime back but now with guys with multiple 2 sims cards it wont affect Safcom
It's easy for investors to get emotional and prejudiced when trading, but computers don't
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Salesman
#9 Posted : Wednesday, March 30, 2011 6:18:05 PM
Rank: New-farer

Joined: 3/4/2011
Posts: 13
@ sellah
101% support. The damage thats already done to safcon is here to stay bt any more wud be unlikely. Let the services rule,not price.
BTW, i understand Mj too did the vuka. He's Mteja vibaya sana.
Peperusha barua to rls.nbo@gmail.com
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livie
#10 Posted : Wednesday, March 30, 2011 7:59:05 PM
Rank: Veteran

Joined: 11/1/2008
Posts: 834
Agra wrote:
MNP could have worked sometime back but now with guys with multiple 2 sims cards it wont affect Safcom


i agree, i am getting a 4-sim phone very soon, MNP wont help me, and ll my numbers are same save for the prefix...!
If you are going to be thinking only one thing, you might as well be thinking big. -Donald J . Trump
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