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Safaricom HY 2018
Rank: Elder Joined: 2/26/2012 Posts: 15,980
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Ericsson wrote:murchr wrote: Happy for her but who will replace her? She is the engine behind Safaricom The manner in which it was reported in NTV news yesterday was like she was edged out of safaricom. Githeri media. "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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Rank: Chief Joined: 1/3/2007 Posts: 18,347 Location: Nairobi
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Good luck to her dealing with Magufuli. A (successful) Kenyan CEO of a UK controlled entity will piss off the Tanzanians. Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Rank: Elder Joined: 10/18/2008 Posts: 3,434 Location: Kerugoya
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Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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aemathenge wrote:Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet Hao wameanguka mtihani,no sooner have they talked than we see safaricom heading towards 35 Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 7/21/2010 Posts: 6,194 Location: nairobi
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Ericsson wrote:aemathenge wrote:Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet Hao wameanguka mtihani,no sooner have they talked than we see safaricom heading towards 35 I think they are raising valid concerns "Don't let the fear of losing be greater than the excitement of winning."
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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mlennyma wrote:Ericsson wrote:aemathenge wrote:Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet Hao wameanguka mtihani,no sooner have they talked than we see safaricom heading towards 35 I think they are raising valid concerns FY financial results will be announced in a month's time. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Ericsson wrote:mlennyma wrote:Ericsson wrote:aemathenge wrote:Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet Hao wameanguka mtihani,no sooner have they talked than we see safaricom heading towards 35 I think they are raising valid concerns FY financial results will be announced in a month's time. If they outperform EPS for FY2018 will come at 1.4...buying at 32...PE is around 23...in FY2019 if they outperform EPS will be circa 1.6 for a PE of 20 at 32 and most likely a dividend yield of 4%...buying now is mere speculation...any negative sentiment on this counter will send a portfolio reeling in losses.
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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the deal wrote:Ericsson wrote:mlennyma wrote:Ericsson wrote:aemathenge wrote:Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet Hao wameanguka mtihani,no sooner have they talked than we see safaricom heading towards 35 I think they are raising valid concerns FY financial results will be announced in a month's time. If they outperform EPS for FY2018 will come at 1.4...buying at 32...PE is around 23...in FY2019 if they outperform EPS will be circa 1.6 for a PE of 20 at 32 and most likely a dividend yield of 4%...buying now is mere speculation...any negative sentiment on this counter will send a portfolio reeling in losses. Safari-com dividend yield normally ranges at about 3.5-4 at best.If you get at 3.9% you are very lucky. The PE normally plays around 22-25,so with a EPS of 1.4 multiply by PE of 25 gives you price of 35 on the higher end and lower end of 31. I've done a trend analysis from 2014 and that has been the behaviour. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 9/25/2009 Posts: 4,534 Location: Windhoek/Nairobbery
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Ericsson wrote:the deal wrote:Ericsson wrote:mlennyma wrote:Ericsson wrote:aemathenge wrote:Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet Hao wameanguka mtihani,no sooner have they talked than we see safaricom heading towards 35 I think they are raising valid concerns FY financial results will be announced in a month's time. If they outperform EPS for FY2018 will come at 1.4...buying at 32...PE is around 23...in FY2019 if they outperform EPS will be circa 1.6 for a PE of 20 at 32 and most likely a dividend yield of 4%...buying now is mere speculation...any negative sentiment on this counter will send a portfolio reeling in losses. Safari-com dividend yield normally ranges at about 3.5-4 at best.If you get at 3.9% you are very lucky. The PE normally plays around 22-25,so with a EPS of 1.4 multiply by PE of 25 gives you price of 35 on the higher end and lower end of 31.
I've done a trend analysis from 2014 and that has been the behaviour. 1. That's during MPESA's boom period... 2. Under negative sentiment environment...rolling/forward PE can drop below 20..overall paying 22X a firms earnings is not shrewd investing. 3. Highly doubt EPS of 1.4 will come next month...lets bet...I will send you a six pack of Windhoek Lager if it happens 
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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the deal wrote:Ericsson wrote:the deal wrote:Ericsson wrote:mlennyma wrote:Ericsson wrote:aemathenge wrote:Quote:Citi is worried that Safaricom has reached its peak and there’s no room left for growth — making it a bad choice for investors.
The stock, which recently touched an all-time high of Kshs 32.75, is up by more than 85% since March 2017.
According to Citi, the rally is more macro-driven than fundamental.
(These) Macro factors include:
One: Currency stability against devaluation of currencies in neighboring countries.
Two: Optimism over macro growth following completion of the presidential election cycle in October 2017.
Three: Lack of other quality assets for investors to consider.
Four: Fundamentally, confirmation in December 2017 from Airtel Africa that its operations in Kenya are one of the least successful
Five: and in early 2018 (confirmation?) from CA that the break-up of Safaricom is not an option being considered may have fueled investors’ confidence in the longer term prospects for Safaricom in the market. Source Link From The Kenyan Wallstreet Hao wameanguka mtihani,no sooner have they talked than we see safaricom heading towards 35 I think they are raising valid concerns FY financial results will be announced in a month's time. If they outperform EPS for FY2018 will come at 1.4...buying at 32...PE is around 23...in FY2019 if they outperform EPS will be circa 1.6 for a PE of 20 at 32 and most likely a dividend yield of 4%...buying now is mere speculation...any negative sentiment on this counter will send a portfolio reeling in losses. Safari-com dividend yield normally ranges at about 3.5-4 at best.If you get at 3.9% you are very lucky. The PE normally plays around 22-25,so with a EPS of 1.4 multiply by PE of 25 gives you price of 35 on the higher end and lower end of 31.
I've done a trend analysis from 2014 and that has been the behaviour. 1. That's during MPESA's boom period... 2. Under negative sentiment environment...rolling/forward PE can drop below 20..overall paying 22X a firms earnings is not shrewd investing. 3. Highly doubt EPS of 1.4 will come next month...lets bet...I will send you a six pack of Windhoek Lager if it happens I was using 1.4 that you had stated,sasa umeiruka tena. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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