Safaricom @ 5/= - Page 5 - Stocks - Wazua

Welcome Guest

Wazua » Investor » Stocks » Safaricom @ 5/=

Safaricom @ 5/=

Options

Previous Topic · Next Topic

simonkabz		#41 Posted : Thursday, November 26, 2009 8:53:00 PM
Rank: Elder Joined: 3/2/2007 Posts: 8,776 Location: Cameroon		If I were still a shareholder,knowing kenyan's peculiar trading habits,I would bail out as fast as an ejection seat breaks fm the F16 floor mounting! Njaamba nditù! TULIA.........UFUNZWE!
Back to top		\|
User Profile

Mainat		#42 Posted : Friday, November 27, 2009 5:10:00 AM
Rank: Veteran Joined: 11/21/2006 Posts: 1,590		Assuming the drive up to Ksh5 is in part due to the marketing work done over the last few weeks to international investors,the Dec month is likely to see some movement South. As of now,Safcom is trading at multiples of a fast growing business. Which it isn't. Is it worth Ksh5? Maybe. Is it worth Ksh8? Nay. www.mjengakenya.blogspot.com Sehemu ndio nyumba
Back to top		\|
User Profile

egitau		#43 Posted : Friday, November 27, 2009 5:24:00 AM
Rank: Member Joined: 10/11/2009 Posts: 25		Be fearful while others are greedy! and Greedy when others are fearful.Am Selling all my Safaricom today and buy Equity. egiggs *Knowledge Is Power But Action Get Things Done*
Back to top		\|
User Profile

VituVingiSana		#44 Posted : Friday, November 27, 2009 5:44:00 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi		Well,if safaricom can make 40cents (EPS)... then 5/- is only 12.5 PE... which is not bad considering potential growth (esp data) in profits... Voice profits are strained... but data is just starting... they have sold or given out THOUSANDS of modems... so lots of users out there... Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

sheep		#45 Posted : Friday, November 27, 2009 7:20:00 AM
Rank: Veteran Joined: 7/24/2008 Posts: 781		Data accounts for 3.3% of total revenue.MPESA accounts for 7.9% of total revenue...MPESA grew by 247% and data by 160%..so if we are extremely exuberant and expect it to grow by the same margin MPESA will represent 27% of revenue and data 8.6% and would soon overlap voice as the main revenue driver.....then Safcom will be a first in the world The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
Back to top		\|
User Profile

Mainat		#46 Posted : Friday, November 27, 2009 7:27:00 AM
Rank: Veteran Joined: 11/21/2006 Posts: 1,590		Note Safcom only gets a cut of Mpesa revenue. The data piece from mobile interneting looks promising but would even be more more promising if it can be commercialised rather just used for browsing which it hasn't done in the west... www.mjengakenya.blogspot.com Sehemu ndio nyumba
Back to top		\|
User Profile

Much Know		#47 Posted : Friday, November 27, 2009 7:33:00 AM
Rank: Elder Joined: 12/6/2008 Posts: 3,579		Fixed lines is what will do it.telkom has taken us for granted for too long.i swear when the time comes i will dig this up and enjoy my 'i told u so' moment. Niône mwisho ya mwezi pliz! Ras Kienyeji Man
Back to top		\|
User Profile

mwanahisa		#48 Posted : Friday, November 27, 2009 7:37:00 AM
Rank: Elder Joined: 6/2/2008 Posts: 1,438		Last year Safcom's PAT fell by 24% while in the H1 2010 PAT was up 6.7%. This brings projected EPS to just about 33 cents for 2010 'ceteris paribus'. This will still be a whopping 25.9% increase. Hence forward PE of 14.78 at the current trading price. I would really be surprised if EPS went to 40 cents. Ergo - fairly priced unless we assume the market is in a bull phase! Opportunity calls but few respond.
Back to top		\|
User Profile

VituVingiSana		#49 Posted : Friday, November 27, 2009 7:51:00 AM
Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi		@mwanahisa - I agree. I would say 40cents is on the HIGHER side. I should have given a range. 35-40 cents (10% difference)... Voice ARPU is going down & will continue dropping... I think the data & M-Pesa will jump but still a SMALL percentage of overall revenues... I think M-Pesa made a loss last year due to set-up,launch & expansion costs... maybe profits this year? [Please note Safaricom does NOT own M-Pesa] Greedy when others are fearful,Very fearful when others are greedy - to paraphrase WB Greedy when others are fearful. Very fearful when others are greedy - *to paraphrase Warren Buffett*
Back to top		\|
User Profile

Pretty		#50 Posted : Friday, November 27, 2009 8:13:00 AM
Rank: Member Joined: 5/8/2009 Posts: 263 Location: Gigiri, Nairobi		@Vituvingi kabisa v M-pesa did not make losses v Vodafon sucked up the coins v Claimed innovation costs and contract agreement v Something closer to that. >>>>>>It saves you hell if you treat new acquaintances as enemies consistently until each proves otherwise or confirms - Jsanchiazh. >>>>>>>In life,there are three classes of people,those who make things happen,those who watch things happen and those who ask what happened. Where do you fall? >>>>>> A thing of beauty is a joy for ever: Its loveliness increases; It will never pass into nothingness; But still will keep a bower quiet for us, and a sleep full of sweet dreams, and health, and quiet breathing. - Keats >>>>>>>In life,there are three classes of people, 1. Those who make things happen, 2. Those who watch things happen 3. And those who ask what happened. Where do you fall?
Back to top		WWW \|
User Profile

8 Pages«<34567>»

Wazua » Investor » Stocks » Safaricom @ 5/=

Forum Jump

You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Watch this topic
Print this topic

Normal
Threaded