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Impressive! Safaricom FY 2014/2015 earnings up 38%
murchr
#1 Posted : Thursday, May 07, 2015 6:57:00 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
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"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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Boris Boyka
#2 Posted : Thursday, May 07, 2015 7:06:29 AM
Rank: Veteran

Joined: 11/15/2013
Posts: 1,977
Location: Here
murchr wrote:

The giant will make millions from it today in that short period!
Everybody STEALS, a THIEF is one who's CAUGHT stealing something of LITTLE VALUE. !!!
murchr
#3 Posted : Thursday, May 07, 2015 7:26:04 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Bob's contract renewed
Div .64/share Applause Applause Applause Applause Applause wazuans almost nailed it Free cash flow = +21%
"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
.
muganda
#4 Posted : Thursday, May 07, 2015 7:38:43 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Get out of here, a green elephant grows faster than almost all other companies in the NSE!

Total Revenue 13% to 164bn
Service 13%, Non Voice 27% up (42% of total revenue)
EBITDA 17%
Net Income up 38%
Free Cash flow 21%
Dividend of 0.64 per share

ARPU 5% New customers 7%


Random musings...

Capex spend up 21%:...........Essar acquired; 30% of bts on Safaricom fibre; $70m on MPESA home
Brand equity 86%; Net promoter 53%
Drop call rate 0.3%

Smartphones 100% at 3.8m
Churn levels at 17.2%: high spending 0.4% corporate below 1%
MPESA customers grow 14%
MShwari 10m customers with 5.8m active
KCB MPesa with 1.4m customers

60% of county governments customers
muganda
#5 Posted : Thursday, May 07, 2015 7:47:34 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
murchr
#6 Posted : Thursday, May 07, 2015 8:01:06 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
"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
.
maka
#7 Posted : Thursday, May 07, 2015 8:26:30 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Impressive...very Impressive...Kudos.
possunt quia posse videntur
Paul Owuor
#8 Posted : Thursday, May 07, 2015 8:26:36 AM
Rank: New-farer

Joined: 7/3/2011
Posts: 30
Location: Nairobi
Applause Applause Laughing out loudly
murchr wrote:

I used to be a pig but I am now a bull-bear hybrid.
hisah
#9 Posted : Thursday, May 07, 2015 8:35:33 AM
Rank: Chief

Joined: 8/4/2010
Posts: 8,977
In which econ is this elephant operating in? I was expecting slower performance going by KE Q4 econ stats and that Yu acquisition spend. All that spending and still maintain a healthy cashflow bucket! Minimal debt phase accelerating means FY 2015/16 this cashflow will pile up again boosting a bigger dividend pay.

DPS of 64cts is a 36% dividend hike putting the div yield at 3.65% @17.55. Price will be well supported on prices dip since @12 the div yield will be 5.33%.

$15/barrel oil... The commodities lehman moment arrives as well as Sovereign debt volcano!
Ericsson
#10 Posted : Thursday, May 07, 2015 8:56:15 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,809
Location: NAIROBI
Now the share will take a tumble toward 15-16 in compliant with the bear run in the NSE
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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