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Safaricom HY 2014/2015 EPS up 32%
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hisah
#11 Posted : Wednesday, November 05, 2014 8:51:38 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
maka wrote:
Boris Boyka wrote:
murchr wrote:
I see very few Wazuans remained here. Very well. We keep marching on. As the digital tv battle goes on in the courts,they lay more cable

@MB this first sentence says it all.

Am all in...for the very long term....

Thot u left this mbus. Btw where is @philanga the conductor? Missing in action of late.
$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
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jwatesh
#12 Posted : Wednesday, November 05, 2014 10:42:20 AM
Rank: Member

Joined: 8/19/2014
Posts: 125
Safaricom, never disappoints. Wait till mobile data and home internet take root...They have higher margins than Mpesa...I see data revenues one day overtaking voice and mpesa. I spend 4 times more on data than on voice and mpesa
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The optimist
#13 Posted : Wednesday, November 05, 2014 11:17:07 AM
Rank: Member

Joined: 6/14/2010
Posts: 521
Location: Nairobi
The giant is still going strong
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jwatesh
#14 Posted : Wednesday, November 05, 2014 1:13:39 PM
Rank: Member

Joined: 8/19/2014
Posts: 125
They bagged Moneygram, this is a huge mpesa deal....I see it climbing to top 5 in money remittance channels, from position 11
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edwinmukiri
#15 Posted : Wednesday, November 05, 2014 1:16:08 PM
Rank: New-farer

Joined: 8/11/2014
Posts: 72
Location: Nairobi
At the end scom will remain a profitable company to invest in... but it is for long term investors only.
Bulls make money,bears make money and pigs get slaughtered.
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Angelica _ann
#16 Posted : Wednesday, November 05, 2014 1:16:39 PM
Rank: Elder

Joined: 12/7/2012
Posts: 11,936
Nilihama niko #teamcfcstanbic. I believe it will to better than safaricom in the next 2 years in terms of returns.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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Boris Boyka
#17 Posted : Wednesday, November 05, 2014 1:30:12 PM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
hisah wrote:
maka wrote:
Boris Boyka wrote:
murchr wrote:
I see very few Wazuans remained here. Very well. We keep marching on. As the digital tv battle goes on in the courts,they lay more cable

@MB this first sentence says it all.

Am all in...for the very long term....

Thot u left this mbus. Btw where is @philanga the conductor? Missing in action of late.

@hisah reference earlier conversation,seems things are good on this one though discounts season is in.
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
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mv_ufanisi
#18 Posted : Wednesday, November 05, 2014 2:09:12 PM
Rank: Member

Joined: 1/15/2010
Posts: 625
I jumped out of SCOM bus a while back. This giant has grown too much and won't sustain high growth rates indefinitely. They are kind of stuck to the Kenyan market so upside is limited by that. However it's a good investment for funds with billions.
Now I'm more interested in well run smaller companies which show good growth potential and could expand regionally. Centum has been my favorite stock for a while now and delivered great returns so far.
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murchr
#19 Posted : Wednesday, November 05, 2014 7:07:00 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mv_ufanisi wrote:
I jumped out of SCOM bus a while back. This giant has grown too much and won't sustain high growth rates indefinitely. They are kind of stuck to the Kenyan market so upside is limited by that. However it's a good investment for funds with billions.
Now I'm more interested in well run smaller companies which show good growth potential and could expand regionally. Centum has been my favorite stock for a while now and delivered great returns so far.


There's so much room for growth. I'll expound more on Saturday
"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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jwatesh
#20 Posted : Wednesday, November 05, 2014 7:24:50 PM
Rank: Member

Joined: 8/19/2014
Posts: 125
mv_ufanisi wrote:
I jumped out of SCOM bus a while back. This giant has grown too much and won't sustain high growth rates indefinitely. They are kind of stuck to the Kenyan market so upside is limited by that. However it's a good investment for funds with billions.
Now I'm more interested in well run smaller companies which show good growth potential and could expand regionally. Centum has been my favorite stock for a while now and delivered great returns so far.

Mobile data and home internet have the ability to bring in ksh120 billion in future if 10 million users spend 1000 a month on internet bundles. Still lots of room for growth in mpesa in terms of bill payments...plus its a good future dividend stock like BAT...I wish they could go regional
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