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Safaricom FY17 PBT 67BN
maka
#181 Posted : Thursday, September 21, 2017 11:41:30 AM
Rank: Elder


Joined: 4/22/2010
Posts: 10,212
Location: Nairobi
Sir Jones wrote:
maka wrote:
Where will Scom be in 5 years?

@Maka, In terms of its Market share; MPS or Total asset growth?


Market share will def dip...MPS is what am interested in...
possunt quia posse videntur
gatoho
#182 Posted : Friday, September 22, 2017 4:54:52 AM
Rank: Member


Joined: 1/1/2010
Posts: 478
Location: kandara, Murang'a
piedpiper wrote:
Bought in at an ABP of 18 and sold at 23.50. Could've held on...but..oh well


Bought at abp of 5.5. Not planning of selling. Still cursing that know it all at Drummond that got me 4100 Ken gen at 15.5 instead of Safcom at 2.5.
Foresight..
watesh
#183 Posted : Friday, September 22, 2017 8:49:28 AM
Rank: Member


Joined: 8/10/2014
Posts: 610
Location: Kenya
maka wrote:
Where will Scom be in 5 years?

If there is no major disruption in technology, I predict it will be top on terms of cashless payments and lipa na mpesa will bring in the lions share of mpesa revenue, it will have the largest share of diaspora remittances, fixed data revenue will be over 30bn a year in revenue, voice revenue will still be stagnant and will be 3rd largest after mpesa and data revenue, Masoko will be having kinks, sms revenue will be stagnant, Safcom will think of venturing into the TV market or ondemand video content with a local approach, mpesa will venture into the salary accounts by having a product that entices people to switch salary accounts from banks to mpesa, internet speeds of 1gbps
Ericsson
#184 Posted : Friday, September 22, 2017 10:26:11 AM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
watesh wrote:
maka wrote:
Where will Scom be in 5 years?

If there is no major disruption in technology, I predict it will be top on terms of cashless payments and lipa na mpesa will bring in the lions share of mpesa revenue, it will have the largest share of diaspora remittances, fixed data revenue will be over 30bn a year in revenue, voice revenue will still be stagnant and will be 3rd largest after mpesa and data revenue, Masoko will be having kinks, sms revenue will be stagnant, Safcom will think of venturing into the TV market or ondemand video content with a local approach, mpesa will venture into the salary accounts by having a product that entices people to switch salary accounts from banks to mpesa, internet speeds of 1gbps



It will be having an operation in an additional country
murchr
#185 Posted : Monday, September 25, 2017 5:54:59 PM
Rank: Elder


Joined: 2/26/2012
Posts: 11,864
"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
.
VituVingiSana
#186 Posted : Wednesday, September 27, 2017 3:39:43 PM
Rank: Chief


Joined: 1/3/2007
Posts: 13,426
Location: Nairobi
More profits for Safcom
http://www.businessdaily...13532-p2u4rwz/index.html
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Ericsson
#187 Posted : Wednesday, September 27, 2017 3:56:16 PM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
[quote=VituVingiSana]More profits for Safcom
http://www.businessdaily...3532-p2u4rwz/index.html[/quote]

When money starts following you it never stops
Ericsson
#188 Posted : Friday, September 29, 2017 9:13:57 AM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
HY 2017/2018 comes to an end tomorrow;what are the projections of the half year profits keeping in focus the elections manenos which have had a dent on Mpesa
VituVingiSana
#189 Posted : Friday, September 29, 2017 10:47:23 AM
Rank: Chief


Joined: 1/3/2007
Posts: 13,426
Location: Nairobi
Ericsson wrote:
HY 2017/2018 comes to an end tomorrow;what are the projections of the half year profits keeping in focus the elections manenos which have had a dent on Mpesa

All in all, despite all the drama... I expect higher profits!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
watesh
#190 Posted : Friday, September 29, 2017 11:45:34 AM
Rank: Member


Joined: 8/10/2014
Posts: 610
Location: Kenya
Ericsson wrote:
HY 2017/2018 comes to an end tomorrow;what are the projections of the half year profits keeping in focus the elections manenos which have had a dent on Mpesa

Mpesa growth lower than full potential due to elections, the rest of the revenues will be growing as projected with much effect from the political nonsense
Ericsson
#191 Posted : Thursday, October 12, 2017 12:37:06 PM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
http://www.businessdaily...5700-1v8ksuz/index.html

The Communications Authority of Kenya (CA) has hit Airtel Kenya with a Sh2 billion frequency spectrum renewal fee demand, piling financial pressure on the loss-making firm.
mlennyma
#192 Posted : Thursday, October 12, 2017 1:41:52 PM
Rank: Elder


Joined: 7/21/2010
Posts: 5,555
Location: nairobi
Ericsson wrote:
http://www.businessdailyafrica.com/news/Airtel-in-tight-spot-as-regulator/539546-4135700-1v8ksuz/index.html

The Communications Authority of Kenya (CA) has hit Airtel Kenya with a Sh2 billion frequency spectrum renewal fee demand, piling financial pressure on the loss-making firm.

biased,we are nearing the telkom kenya monopoly times
"Don't let the fear of losing be greater than the excitement of winning."
Ericsson
#193 Posted : Tuesday, October 17, 2017 8:59:44 AM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
Safaricom has kicked off its Fiber to Home Regional Roll out Plan that will see an increased number of customers accessing fast internet speeds from the comfort of their homes.

Safaricom says it currently has 95,000 homes connected to its fiber infrastructure.

Customers will have a choice of different Fibre to Home internet packages — starting from as low as Kshs2,500 per month with speeds of 5Mbps to Kshs9,999 at 40Mbps per month.

The first phase of the Safaricom Fibre to Home will start with Kitengela town and its environs, targeting 14,000 homes with a plan to reach 40% penetration within the next three months.

Other towns that are targeted in this phase include Athi River, Buruburu, Ngong Road, Runda, Ruaka and Karen.

Once customers register for the service, they will be given a router and access to credentials that will enable them to have both Wireless and LAN access, with no installation charges

http://kenyanwallstreet....-home-regional-roll-plan
muganda
#194 Posted : Tuesday, October 17, 2017 10:17:43 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,792
The challenge with marketing...
Ericsson wrote:

Safaricom says it currently has 95,000 homes connected to its fiber infrastructure.


CA Kenya, June 2017, for all players:
Fibre optic data subscriptions continued to grow with the quarter under review recording 54,700 subscriptions up from 48,040 subscriptions registered during the previous period.

Ericsson
#195 Posted : Monday, October 23, 2017 10:44:45 AM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
muganda wrote:
The challenge with marketing...
Ericsson wrote:

Safaricom says it currently has 95,000 homes connected to its fiber infrastructure.


CA Kenya, June 2017, for all players:
Fibre optic data subscriptions continued to grow with the quarter under review recording 54,700 subscriptions up from 48,040 subscriptions registered during the previous period.


There is a difference between subscriptions and connections.
Subscription means there is active use while connection not necessarily
Ericsson
#196 Posted : Monday, October 23, 2017 10:48:20 AM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
Good downward preesure on the counter.
Tuendelee vivyo hivyo
muganda
#197 Posted : Monday, October 23, 2017 10:54:43 AM
Rank: Elder


Joined: 9/15/2006
Posts: 3,792
Ericsson wrote:
muganda wrote:
The challenge with marketing...
Ericsson wrote:

Safaricom says it currently has 95,000 homes connected to its fiber infrastructure.


CA Kenya, June 2017, for all players:
Fibre optic data subscriptions continued to grow with the quarter under review recording 54,700 subscriptions up from 48,040 subscriptions registered during the previous period.


There is a difference between subscriptions and connections.
Subscription means there is active use while connection not necessarily


Thanks for the thread-in-needle clarification.
This connections number then is an amorphous, very difficult one to pin down. No wonder CCK reports on subscriptions.
Ericsson
#198 Posted : Saturday, October 28, 2017 8:02:52 AM
Rank: Elder


Joined: 12/4/2009
Posts: 3,891
Location: NAIROBI
Between now and when full year results will be announced in May a low of 19 will be printed.

Half year results to be announced on Friday 3 November
obiero
#199 Posted : Monday, October 30, 2017 5:59:51 PM
Rank: Elder


Joined: 6/23/2009
Posts: 7,644
Location: nairobi
Word from the exchange bar.. Safaricom CEO Bob Collymore has exited active roles at firm for a few months on medical leave; CFO Kamath, Strategy Director Ogutu shall run the telco on joint stewardship
www.winda.co.ke
murchr
#200 Posted : Monday, October 30, 2017 6:19:56 PM
Rank: Elder


Joined: 2/26/2012
Posts: 11,864
obiero wrote:
Word from the exchange bar.. Safaricom CEO Bob Collymore has exited active roles at firm for a few months on medical leave; CFO Kamath, Strategy Director Ogutu shall run the telco on joint stewardship



https://www.the-star.co....s-on-sick-leave_c1661428
"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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