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Safaricom FY2018
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Metch
#11 Posted : Wednesday, May 09, 2018 1:37:08 PM
Rank: Member

Joined: 12/22/2015
Posts: 224
Location: Mombasa, Kenya
muganda wrote:
washiku wrote:
-Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.

By the time Zuku wakes up, it will be too late. Too bad for them given that they had a great head start.


The kid to watch out for is Mawingu Networks part of Microsoft’s 4Afrika initiative. Fastest growing, currently 3rd place, soon to pip Safaricom on its way to conquer Zuku. Starting with Nanyuki & Laikipia, Mawingu is conquering rural Kenya.




Fastest growing is actually Safaricom. in 4th place the year before and in 2nd place today overtaking JTL and Mawingu. First place will be grabbed in a number of months. By this time next year we'll begin talking about dominance in this arena as well
Start!
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murchr
#12 Posted : Wednesday, May 09, 2018 2:09:59 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Excellent results. That 1.6m who supposedly left had no impact even from the communication report they mentioned that talk time had increased.

I was held up all day didnt watch the results. Did they mention anything about the new ventures?
"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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HaMaina
#13 Posted : Wednesday, May 09, 2018 2:17:24 PM
Rank: Veteran

Joined: 4/23/2014
Posts: 931
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.
“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
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murchr
#14 Posted : Wednesday, May 09, 2018 2:29:59 PM
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
.
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Ericsson
#15 Posted : Wednesday, May 09, 2018 2:30:31 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.


To bad at that time mwananchi had the most shares.
Currently institutional shareholders have taken up and drove the price beyond mwananchi reach
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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HaMaina
#16 Posted : Wednesday, May 09, 2018 2:37:58 PM
Rank: Veteran

Joined: 4/23/2014
Posts: 931
Ericsson wrote:
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.


To bad at that time mwananchi had the most shares.
Currently institutional shareholders have taken up and drove the price beyond mwananchi reach


More like speculators playing chess on the mwananchi. The problem is Mwananchi is the pawn, dispensable.
“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
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VituVingiSana
#17 Posted : Wednesday, May 09, 2018 2:47:00 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
muganda wrote:
washiku wrote:
-Fixed data which we called out as the growth engine in last years results is now growing at 27 %YoY and is now 3% of service revenue.

By the time Zuku wakes up, it will be too late. Too bad for them given that they had a great head start.


The kid to watch out for is Mawingu Networks part of Microsoft’s 4Afrika initiative. Fastest growing, currently 3rd place, soon to pip Safaricom on its way to conquer Zuku. Starting with Nanyuki & Laikipia, Mawingu is conquering rural Kenya.



Is it a for-profit venture?
What's the ARPU for Mawingu?
Folks like fast speeds...
Zuku is the loser after blowing their advantage. A new (TZ) owner is buying 51% and perhaps the new leadership will flight back.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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kayhara
#18 Posted : Wednesday, May 09, 2018 4:09:03 PM
Rank: Veteran

Joined: 5/5/2011
Posts: 1,059
Safaricom also need to be a bit aggressive about their fiber, they like using the word PASS which is misleading
they say they passed 50k homes but connected 25k.
The price usually drops after financial announcements I wonder how far safaricom will drop I am looking to board
To Each His Own
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watesh
#19 Posted : Wednesday, May 09, 2018 6:26:01 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.

Most good companies are in the 3% - 4% dividend yield currently.....
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gatoho
#20 Posted : Wednesday, May 09, 2018 9:26:22 PM
Rank: Member

Joined: 1/1/2010
Posts: 518
Location: kandara, Murang'a
watesh wrote:
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.

Most good companies are in the 3% - 4% dividend yield currently.....





I bought at 2.80 so a happy camper


Foresight..
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