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Safaricom at 10 Bob ?
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young
#11 Posted : Tuesday, November 05, 2013 5:07:10 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
Ok thanks dear @hisah, you are one of the most
intelligent level headed guys in this forum.

I really respect you for that and I love to read your analysis
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. .
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  | | Edit by user: Tuesday, November 05, 2013 5:13 PM | Reason: Not specified
muganda
#12 Posted : Tuesday, November 05, 2013 5:08:40 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
According to Aly-Khan Satchu
@SafaricomLtd aims at 12.00 in my opinion H1 2013 Earnings here http://www.rich.co.ke/me...h%20September%202013.pdf
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muganda
#13 Posted : Tuesday, November 05, 2013 5:26:21 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Oh one last thing @young @hisah, you remember our discussion below, considering most foreign large players expected these results, it will be interesting to watch their reaction in the coming days...

hisah wrote:
#10
muganda wrote:
Actually @hisah SBG Securities/Stanbic estimates Safaricom 1H14 EPS up +63% y/y or +2% h/h, driven by 17% y/y revenue growth to KSh68bn with an EBITDA margin of 40%.

Note however they are of the view rating is unjustified as even a P/E of 16.2 is a 25% premium over peer group - MTN, Vodacom etc. Hence their recommnedation - SELL - target price 8.00 DCF

The direction of the share on announcement will depend, as always, on dear foreigners.


SBG & HSBC saying the same script. Perfect.
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  | | Edit by user: Tuesday, November 05, 2013 5:31 PM | Reason: Not specified
Sufficiently Philanga....thropic
#14 Posted : Tuesday, November 05, 2013 5:35:50 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Tonite,i will be watching the movie.......Fools rush in.......
@SufficientlyP
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iller
#15 Posted : Tuesday, November 05, 2013 6:01:16 PM
Rank: Member

Joined: 3/25/2013
Posts: 552
Location: Asgard
Sufficiently Philanga....thropic wrote:
Tonite,i will be watching the movie.......Fools rush in.......

smile i saw what you did right there
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hisah
#16 Posted : Tuesday, November 05, 2013 6:03:27 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
muganda wrote:
Oh one last thing @young @hisah, you remember our discussion below, considering most foreign large players expected these results, it will be interesting to watch their reaction in the coming days...

hisah wrote:
#10
muganda wrote:
Actually @hisah SBG Securities/Stanbic estimates Safaricom 1H14 EPS up +63% y/y or +2% h/h, driven by 17% y/y revenue growth to KSh68bn with an EBITDA margin of 40%.

Note however they are of the view rating is unjustified as even a P/E of 16.2 is a 25% premium over peer group - MTN, Vodacom etc. Hence their recommnedation - SELL - target price 8.00 DCF

The direction of the share on announcement will depend, as always, on dear foreigners.


SBG & HSBC saying the same script. Perfect.



Too many buy recos = ?
Too many sell recos = ?

Mr Market likes the opposing path many a times...

Btw I've never seen SBG rate mpesa bank as a buy. Always on the sell side while the price zoomed from 3 - the current level. Selling a 221% rally. If they were shorting they'd be on a margin call with a properly fried account.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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Realtreaty
#17 Posted : Tuesday, November 05, 2013 8:13:19 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,387
Actually Safcom will and should be stabilising @ betwn 12 -14 Ksh never under 10
It has already gone into puberty stage with changes allover!
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Siringi
#18 Posted : Tuesday, November 05, 2013 9:55:52 PM
Rank: Elder

Joined: 6/8/2013
Posts: 2,517
So at today's market capitalization, means you sell MPesa Bank you get enough cheddar to run GoK for six months no?smile smile smile
na bado kuitisha goodwillApplause
"😖😡KQ makes money for everyone except the shareholder 😏😏 " overheard in Wazua
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murchr
#19 Posted : Tuesday, November 05, 2013 10:50:46 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Its in threads like this that I would like to see @obiero's comment?? Pole bro, I just had to am sure it sucks thinking about how much you'd have made had you not jumped ship.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore
.
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  | | Edit by user: Tuesday, November 05, 2013 10:53 PM | Reason: Not specified
harrydre
#20 Posted : Tuesday, November 05, 2013 11:38:24 PM
Rank: Elder

Joined: 7/10/2008
Posts: 9,131
Location: Kanjo
great news...smile smile
i.am.back!!!!
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