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Safaricom 2011 H1 anticipation
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sparkly
#31 Posted : Tuesday, November 08, 2011 5:32:17 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
maligumu wrote:
Safaricom Dividends landed today in my MPesa account today before 8 am . What message does that sent as we wait for H1 results ?


Mine too, already reinvested it today in Safaricom.

No answer to the second part of your post ... lol
Life is short. Live passionately.
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Impunity
#32 Posted : Tuesday, November 08, 2011 5:32:23 PM
Rank: Elder

Joined: 3/2/2009
Posts: 26,331
Location: Masada
maligumu wrote:
Safaricom Dividends landed today in my MPesa account today before 8 am . What message does that sent as we wait for H1 results ?


Kweli divii imeingia?
Who else can attest to this?
When do we expect the sheks?d'oh!
Portfolio: Sold
You know you've made it when you get a parking space for your yatcht.
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muganda
#33 Posted : Tuesday, November 08, 2011 5:47:08 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Interesting to see whether experts are more informed than we are as we await results of 'Ali vs Frazier'.
Kestrel Capital wrote:

Safaricom 1H12 Earnings Outlook

We expect the company to announce a 5.5% y/y growth in EPS to KES 0.18/share. Our revenue model suggests that revenues will grow marginally in 1H12 by 3.4% to KES 48.7bn. We expect that a 16.5% acceleration in total non-voice (SMS, M-Pesa and Data) revenues will compensate for the 4.0% decline in voice revenues.

We also expect Safaricom’s EBITDA margin to fall 300bps to 34.7% as a result of acceleration in OPEX, and lower revenues from voice. We expect that the earnings will be punctuated by an overall below-trend subscriber acquisition although Safaricom’s voice market share remains strong (68.6%) compared to competitors.

Data and M-Pesa continue to provide blended ARPU stabilization – we estimate a blended ARPU of KES 424 (-3.0 % down).
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  | | Edit by user: Tuesday, November 08, 2011 5:52 PM | Reason: Not specified
QW25081985
#34 Posted : Tuesday, November 08, 2011 5:51:09 PM
Rank: User

Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
muganda wrote:
Interesting to see whether experts are more informed than we are as we await results of Ali vs Fraiser.
Kestrel Capital wrote:
Safaricom 1H12 Earnings Outlook

We expect the company to announce a 5.5% y/y growth in EPS to KES 0.18/share. Our revenue model suggests that revenues will grow marginally in 1H12 by 3.4% to KES 48.7bn. We expect that a 16.5% acceleration in total non-voice (SMS, M-Pesa and Data) revenues will compensate for the 4.0% decline in voice revenues.

We also expect Safaricom’s EBITDA margin to fall 300bps to 34.7% as a result of acceleration in OPEX, and lower revenues from voice. We expect that the earnings will be punctuated by an overall below-trend subscriber acquisition although Safaricom’s voice market share remains strong (68.6%) compared to competitors.

Data and M-Pesa continue to provide blended ARPU stabilization – we estimate a blended ARPU of KES 424 (-3.0 % down).





stanbic bank are also expecting some good results though abit soft ...maybe that could explain the huge order we saw today !!!!
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QW25081985
#35 Posted : Tuesday, November 08, 2011 5:54:59 PM
Rank: User

Joined: 8/29/2011
Posts: 1,045
Location: Mtaani
sparkly wrote:
maligumu wrote:
Safaricom Dividends landed today in my MPesa account today before 8 am . What message does that sent as we wait for H1 results ?


Mine too, already reinvested it today in Safaricom.

No answer to the second part of your post ... lol


@ sparkly .there's nothing better than entering a stock w/ the big boys ..NOW is the time to buy safcom
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maligumu
#36 Posted : Tuesday, November 08, 2011 7:07:29 PM
Rank: Member

Joined: 2/22/2010
Posts: 510
Location: De egg
@ Impunity divi tushaa reinvest . By MPesa 'ng the divs before H1 announcement is Safcom sending a signal ? Buy more or ? This stock is sweet bora you understand it .
Peace be with you
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obiero
#37 Posted : Tuesday, November 08, 2011 8:35:38 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,251
Location: nairobi
samahani wanawazua. ripoti linatoka 09.11.11 na sio 10.11.11 kwenye jumba la MJ..
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the deal
#38 Posted : Tuesday, November 08, 2011 9:24:27 PM
Rank: Elder

Joined: 9/25/2009
Posts: 4,534
Location: Windhoek/Nairobbery
Safaricom to report a drop in earnings tommorow, data to grow at a slower pace.
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Muheani
#39 Posted : Wednesday, November 09, 2011 11:45:30 AM
Rank: Veteran

Joined: 11/20/2009
Posts: 1,402
SAFARICOM RESULTS TODAY
Live @ 4pm today

on www.safaricom.co.ke/livestream

The Press Release and Results presentation will be available on www.safaricom.co.ke under the Investor Relations webpage at the same time.


Will see how deep a hole competition has dug...
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  | | Edit by moderator: Wednesday, November 09, 2011 12:29 PM | Reason: repeated topic merged
Jamani
#40 Posted : Wednesday, November 09, 2011 11:51:15 AM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
Muheani wrote:

Live @ 4pm today

Will see how deep a hole compenttion has dug... Anxious



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