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Safaricom HY 2014 results announcement
muganda
#11 Posted : Tuesday, November 05, 2013 4:38:09 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Ericsson wrote:
 Forecasting low double digit growth in total revenue

Revenue split
Voice 61%
Messaging 9%
Mobile Data 6%
MPesa 18%

Fixed 2%
Handets etc 4%
young
#12 Posted : Tuesday, November 05, 2013 4:42:01 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria

My contribution yesterday on Safaricom in another thread


Safaricom is now a super brand, the most
highly capitalized stock with much leg room
for growth, the toast of foreigners. While
locals are selling foreigners including my tiny
self are taking positions for long term benefits.
You will see Mpesa at 10 this year, 15 in
2014 and even more growth a few years after.
It is a counter you can buy and go to sleep
at least in the next 3 years whether in terms of
income for long termers or capital gain for
speculators.
My advise to speculators is do not
jump ship fast, realise the full potentials
before taking profits, a bountiful one.
It will be interesting within 2 years to go
from say 5 bob in early 2013 to 15 bob in
late 2014 than to jump now from 5 to 9.7
You guys are always in a hurry to take
profits , the typical wananchi way to jump
to another counter.

The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
Cde Monomotapa
#13 Posted : Tuesday, November 05, 2013 4:45:47 PM
Rank: Chief

Joined: 1/13/2011
Posts: 5,964
What could be well described as 3D growth performance. Gudos*
PKoli
#14 Posted : Tuesday, November 05, 2013 4:51:23 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
young wrote:

My contribution yesterday on Safaricom in another thread


Safaricom is now a super brand, the most
highly capitalized stock with much leg room
for growth, the toast of foreigners. While
locals are selling foreigners including my tiny
self are taking positions for long term benefits.
You will see Mpesa at 10 this year, 15 in
2014 and even more growth a few years after.
It is a counter you can buy and go to sleep
at least in the next 3 years whether in terms of
income for long termers or capital gain for
speculators.
My advise to speculators is do not
jump ship fast, realise the full potentials
before taking profits, a bountiful one.
It will be interesting within 2 years to go
from say 5 bob in early 2013 to 15 bob in
late 2014 than to jump now from 5 to 9.7
You guys are always in a hurry to take
profits , the typical wananchi way to jump
to another counter.




Spot on mzee Young. This giant is still growing
hisah
#15 Posted : Tuesday, November 05, 2013 4:57:43 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Wow! This elephant has some distance to sprint!

Net financing cost down by 72.4% as it matches towards the debt free goal of 2015.

Cashflow up 167% (13.7B) - big bazooka stash that will worry the competition as well make investors demand a div pay hike.

Same acceleration growth should see final EPS close 56 - 60cts. With the current PER of 21 that should see the price scale towards 12 - 12.50. From today's close at 9.65/- that's a 29% upside towards 12.50 by June 2014. Still more headroom to come.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Ericsson
#16 Posted : Tuesday, November 05, 2013 4:57:48 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
The retained earnings is huge.
Safaricom should either do an acquisition in the neighbouring countries or open up a subsidiary in the "new" states like Somalia or South Sudan
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
cnn
#17 Posted : Tuesday, November 05, 2013 4:58:49 PM
Rank: Veteran

Joined: 6/17/2009
Posts: 1,627
This behemoth continues churning out good numbers,i find it hard to believe i have owned only 7000 shares since the IPO.
mlennyma
#18 Posted : Tuesday, November 05, 2013 5:01:05 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Competitors died,and this guy called safcom is running alone.it can only grow.
"Don't let the fear of losing be greater than the excitement of winning."
Mie
#19 Posted : Tuesday, November 05, 2013 5:04:50 PM
Rank: Hello

Joined: 10/10/2013
Posts: 5
Thought KCB results were 9 month; Safaricom results are half year? Unless am wrong. If l am not wrong; KCB has quite a distance to run
Ericsson
#20 Posted : Tuesday, November 05, 2013 5:07:00 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,808
Location: NAIROBI
Competitors to Safaricom died kitambo sana.
The only competition they have is inflation and if Kenyans change their spending habits away from communication and internet
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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