wazua Wed, Mar 25, 2026
Welcome Guest Search | Active Topics | Log In

12 Pages«<678910>»
Safaricom HY 2014 results announcement
Options
Previous Topic · Next Topic
hisah
#71 Posted : Wednesday, April 23, 2014 4:35:06 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Since it listed in Jun 2008, Mpesa bank for the first time has outperformed the NSE index on the long term charts... Bulls in charge.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  | | Edit by user: Wednesday, April 23, 2014 4:36 PM | Reason: Not specified
WMSD
#72 Posted : Wednesday, April 23, 2014 5:02:50 PM
Rank: Hello

Joined: 4/21/2014
Posts: 5
this stock is highly overpriced but Tech companies have such tendancies critically look at analysis http://ekeza.blogspot.com/p/stock-performance.html
Back to top
  |
mv_ufanisi
#73 Posted : Thursday, April 24, 2014 10:42:14 AM
Rank: Member

Joined: 1/15/2010
Posts: 625
[quote=WMSD]this stock is highly overpriced but Tech companies have such tendancies critically look at analysis http://ekeza.blogspot.co.../stock-performance.html[/quote]

Waiting for next month to see the numbers. Hopefully it will be good news all around.
Back to top
  |
hisah
#74 Posted : Thursday, May 08, 2014 1:16:36 PM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
Limelight on this counter as FY results are announced next Monday.

http://www.safaricom.co....board/investor-calendar
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Back to top
  |
Sufficiently Philanga....thropic
#75 Posted : Thursday, May 08, 2014 2:23:31 PM
Rank: Elder

Joined: 9/23/2010
Posts: 2,225
Location: Sundowner,Amboseli
hisah wrote:
Limelight on this counter as FY results are announced next Monday.

http://www.safaricom.co....board/investor-calendar

And then the sell. Will be looking out for the floor. Member seems to have stolen the show with some portfolio reallocation taking place. notice one has had +ive inflows while the other -ve over the last 2 or so weeks.
@SufficientlyP
Back to top
  | | Edit by user: Thursday, May 08, 2014 2:24 PM | Reason: Not specified
mlennyma
#76 Posted : Thursday, May 08, 2014 2:32:43 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
Are you not aware that equity has an upper hand in mobile money?its a money supermarket.
"Don't let the fear of losing be greater than the excitement of winning."
Back to top
WWW
  |
murchr
#77 Posted : Thursday, May 08, 2014 2:50:05 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mlennyma wrote:
Are you not aware that equity has an upper hand in mobile money?its a money supermarket.


Surely you do think that safaricom will take that "New" invention with no fight? Time will tell
"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
.
Back to top
  |
mlennyma
#78 Posted : Thursday, May 08, 2014 2:58:43 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
That fight is what will shake its profitability.
"Don't let the fear of losing be greater than the excitement of winning."
Back to top
WWW
  |
murchr
#79 Posted : Thursday, May 08, 2014 4:44:05 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mlennyma wrote:
That fight is what will shake its profitability.


They have enuff reserves 4 that, Equity is yet to prove that they have a better product. Who knws it might just not be what its being drummed up to be. Time will tel tho
"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
.
Back to top
  |
mv_ufanisi
#80 Posted : Thursday, May 08, 2014 5:23:24 PM
Rank: Member

Joined: 1/15/2010
Posts: 625
Equity will need some time to source the kind of talent that a Telco requires. The bankers at Equity will not turn into IT gurus overnight. Sourcing the talent and having the institutional capacity to run a Telco will be make or break for them.

Equity can tap into the host of local talent that is ignored, pirated or taken for granted by SCOM by creating a good working relationship with Kenyan developers and technical firms.

But I think Equity will do better than Yu, Airtel and Telkom coz they're not scared of hiring top local talent. SCOM has likely met a worthy competitor. It won't be a walkover as has been the case with the other mobile firms who are so "outward" looking that they don't have the local touch.
Back to top
  | | Edit by user: Friday, May 09, 2014 11:15 AM | Reason: Not specified
12 Pages«<678910>»
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.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.