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Safaricom HY 2014 results announcement
Sufficiently Philanga....thropic
#21 Posted : Tuesday, November 05, 2013 5:18:25 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
Ericsson wrote:
KCB is really catching up.The gap between the two is now at ksh.1.3 billion going by the half year results.

Mpesa belongs to Ivy League my friend.

#SimbaBelongsToLigiNdogo
@SufficientlyP
Sufficiently Philanga....thropic
#22 Posted : Tuesday, November 05, 2013 5:21:29 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
muganda wrote:


Will the elephant outrun all the other animals in the stock exchange?
Can't wait, 40kph top speed
smile

He must be pinching himself in disbelief seeing mpesa at 10smile Remember he was looking at 7.50 by year close?
@SufficientlyP
muganda
#23 Posted : Tuesday, November 05, 2013 5:21:53 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
I think I should take a moment to acknowledge Applause
the genius in:
49% growth in SMS revenue
43% growth in Mobile Data

and the stable :
20% growth in M-Pesa


not to mention the helluva:
+399 basis points increase in EBITDA margin
50% increase in cash and cash equivalents

Mind you the net income growth of 44.9% includes a one-off impairment charge of 2.1b Applause
https://www.nse.co.ke/listed-com...year-30th-september-2013
Sufficiently Philanga....thropic
#24 Posted : Tuesday, November 05, 2013 5:23:46 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
PKoli wrote:
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

@SufficientlyP
chemos
#25 Posted : Tuesday, November 05, 2013 5:30:52 PM
Rank: Elder

Joined: 11/28/2006
Posts: 1,799
and then immediately after announcement MPESA system goes down!!!!!
Teller1
#26 Posted : Tuesday, November 05, 2013 5:44:11 PM
Rank: New-farer

Joined: 10/3/2013
Posts: 15
Ericsson wrote:
@Pkoli;The investment in fiber is going to slow down the growth rate of safaricom profits due to increase in operational expenditure i.e cost of maintaining the fiber.
The current growth rate is as a result of the second half of 2012/2013 momentum.
Also the following was the comment going forward;
Improved guidance for the full year
 Forecasting low double digit growth in total revenue
 Expect to maintain the current EBITDA margin

As for the share price double digit not yet as the current share price has already taken into account the recently announced results.

In reality, on completing the fiber project saf will be saving over 3b in transmission costs annually, not forgetting the income from bandwidth sales to other providers.
muganda
#27 Posted : Tuesday, November 05, 2013 5:50:07 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
young
#28 Posted : Tuesday, November 05, 2013 6:57:42 PM
Rank: Elder

Joined: 6/20/2007
Posts: 2,075
Location: Lagos, Nigeria
Sufficiently Philanga....thropic wrote:
Ericsson wrote:
KCB is really catching up.The gap between the two is now at ksh.1.3 billion going by the half year results.

Mpesa belongs to Ivy League my friend.

#SimbaBelongsToLigiNdogo



It can go either way, but I give it to Safaricom
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. .
murchr
#29 Posted : Tuesday, November 05, 2013 9:27:42 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Ericsson wrote:
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


Am saying it again, competition is EABL and KCB. In this aspect, will Kenians buy talk time(credit, units) or buy a beer? Will they transact on their MPESA/ MSHWARI A/c or on KCB?

"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
.
Metasploit
#30 Posted : Tuesday, November 05, 2013 9:47:47 PM
Rank: Veteran

Joined: 3/26/2012
Posts: 985
Location: Dar es salaam,Tanzania
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