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Safaricom FY 2012 results announcement
muganda
#1 Posted : Wednesday, May 09, 2012 6:19:13 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
SCOM does its thing bright and early tomorrow. The big question - do you see the price trending UP or DOWN? Noting that Europe has a flu at the moment...

My prediction trending down, day after tomorrow.

QW25091985
#2 Posted : Wednesday, May 09, 2012 7:08:41 PM
Rank: User

Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
what . so soon . i have bought a bucket load of this thingy. so bob con me more better have done his homeworks and presents good results otherwise i'll beat him up untill he grows rasta on this head bob Marley would die for ! Laughing out loudly Laughing out loudly
hisah
#3 Posted : Thursday, May 10, 2012 7:42:44 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Live video here - http://www.safaricom.co.ke/livestream via @alykhansatchu - https://twitter.com/#!/alykhansatchu

The chair says the full year fiscal results are good?!?
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
muganda
#4 Posted : Thursday, May 10, 2012 7:45:51 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Alright cold morning, waiting at... http://www.safaricom.co.ke/livestream

'A strong set of results, improved performance in a tough market, 19.1m customers, double-digit growth in revenues...growing revenues beyond voice (MPESA and broadband)... tough conditions USD/KES under pressure, high interest rate' blah blah ...waiting...
muganda
#5 Posted : Thursday, May 10, 2012 7:53:43 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Customers up 11%
Turnover 107b (13% up)
Voice 9% up
Non-voice contributing above one-third

Costs up 17%
EBITDA up 5%
Net income 12.63b (4% down)
10% increase in dividend at 0.22cents

Strong second half growth with 54% increase in EBITDA/Free Cash Flow

hisah
#6 Posted : Thursday, May 10, 2012 7:56:49 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Revenue 107 billion...
SMS & data - 1/3 of revenues
EBITDA - 5% up...
Dividends - 22cts (10% increase from 20cts)
net profit marginally down! 4% down - 12.63 billion?!? That's a major reversal from the H2 2011/2012...
Net profit in H1 - 4B and Net profit in H2 more than doubled H1... That's a major reversal!? 114.9%
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
QW25091985
#7 Posted : Thursday, May 10, 2012 7:57:54 AM
Rank: User

Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
hisah wrote:
Revenue 107 billion...
SMS & data - 1/3 of revenues
EBITDA - 5% up...
Dividends - 22cts (10% increase from 20cts)
net profit marginally down! 4% down - 12.63 billion?!? That's a major reversal from the H2 2011/2012...
Net profit in H1 - 4B and Net profit in H2 more than doubled H1... That's a major reversal!?



HOLY shiit . i hope the thingy will rally ...
QW25091985
#8 Posted : Thursday, May 10, 2012 8:01:24 AM
Rank: User

Joined: 1/24/2012
Posts: 1,675
Location: In Da Hood
Pheeeew. thats a relief ... atleast i didnt buy monkeys . but way has it been so silent and not rallying yet results are promising .
hisah
#9 Posted : Thursday, May 10, 2012 8:04:38 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
CFO projects slow growth going forward. That's a dovish view...
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
hisah
#10 Posted : Thursday, May 10, 2012 8:11:42 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Session over. Just a few questions. I guess the H2 results are too shocking to digest. 114.9% reversal on net income is no small feat with the current liquidity squeeze courtesy of CBK CBR moves. I'm also trying to digest the same.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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