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Safaricom FY2018
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obiero
#41 Posted : Friday, May 11, 2018 4:37:10 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,217
Location: nairobi
murchr wrote:
obiero wrote:
murchr wrote:
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

why do you expect a rally in a downtrend market , though ?

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii



Ati only mpesa what? Laughing out loudly come on obiero. By the way the days safcom used to have mad rallies are gone. By this time next year the new normal will be about 40/-

Those mentioning Equitel and faiba need to look at the numbers posted by the communication authority.

@murchr we are in 2022, not today's numbers. Safaricom has to fight off Telkom or else it wont end well. Mpesa is still big for Safaricom along with data which combined are more than voice revenue i.e 99.27B vs 95.6B. Voice is dead! And data is under heavy attack from multiple 'enemies'



Laughing out loudly We had this conversation about Equitel Airtel etc. In 2022, data will not just be "come use us to browse" it will be " What can we do with the information we have about you" Listen to Sateesh's interview with AlyKhan.

Big data is already in use by Facebook and Google both having presence in Kenya along with IBM Kenya and the likes.. Safaricom does very little with data, but I get your point

KQ ABP 4.26
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murchr
#42 Posted : Friday, May 11, 2018 4:38:39 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
obiero wrote:
murchr wrote:
obiero wrote:
murchr wrote:
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

why do you expect a rally in a downtrend market , though ?

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii



Ati only mpesa what? Laughing out loudly come on obiero. By the way the days safcom used to have mad rallies are gone. By this time next year the new normal will be about 40/-

Those mentioning Equitel and faiba need to look at the numbers posted by the communication authority.

@murchr we are in 2022, not today's numbers. Safaricom has to fight off Telkom or else it wont end well. Mpesa is still big for Safaricom along with data which combined are more than voice revenue i.e 99.27B vs 95.6B. Voice is dead! And data is under heavy attack from multiple 'enemies'



Laughing out loudly We had this conversation about Equitel Airtel etc. In 2022, data will not just be "come use us to browse" it will be " What can we do with the information we have about you" Listen to Sateesh's interview with AlyKhan.


Big data is already in use by Facebook and Google both having presence in Kenya along with IBM Kenya and the likes.. Safaricom does very little with data, but I get your point


How does google/facebook use bigdata in Kenya?
"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
#43 Posted : Sunday, May 13, 2018 11:18:11 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Safaricom staff want Bob Collymore back asap.
The current acting CEO Sateesh lack ideas to counter telkom kenya aggressiveness.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Cornelius Vanderbilt
#44 Posted : Monday, May 14, 2018 1:04:42 PM
Rank: Member

Joined: 8/15/2015
Posts: 817
murchr wrote:
obiero wrote:
murchr wrote:
obiero wrote:
murchr wrote:
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

why do you expect a rally in a downtrend market , though ?

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii



Ati only mpesa what? Laughing out loudly come on obiero. By the way the days safcom used to have mad rallies are gone. By this time next year the new normal will be about 40/-

Those mentioning Equitel and faiba need to look at the numbers posted by the communication authority.

@murchr we are in 2022, not today's numbers. Safaricom has to fight off Telkom or else it wont end well. Mpesa is still big for Safaricom along with data which combined are more than voice revenue i.e 99.27B vs 95.6B. Voice is dead! And data is under heavy attack from multiple 'enemies'



Laughing out loudly We had this conversation about Equitel Airtel etc. In 2022, data will not just be "come use us to browse" it will be " What can we do with the information we have about you" Listen to Sateesh's interview with AlyKhan.


Big data is already in use by Facebook and Google both having presence in Kenya along with IBM Kenya and the likes.. Safaricom does very little with data, but I get your point


How does google/facebook use bigdata in Kenya?


they will see this big data to sell to advertisers and make some $$$.this big data is just what these services like facebook/goog/m$ have about you and trust me its allot.imagine for facebook have all the activities you performed on the site since you registered.that's why the cambridge analystica scandal was big.alternatively they can be ethical and chose to use this big data to better their services .but i guess selling their customers info is more profitable.
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Ericsson
#45 Posted : Tuesday, June 05, 2018 2:35:29 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
https://www.standardmedi...-kitty-to-expand-network
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ebenyo
#46 Posted : Tuesday, June 05, 2018 2:11:29 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
Ericsson wrote:
https://www.standardmedia.co.ke/business/article/2001282659/safaricom-taps-into-sh7b-kitty-to-expand-network



safaricom should try expansion outside kenya
Towards the goal of financial freedom
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murchr
#47 Posted : Tuesday, June 05, 2018 4:32:27 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Ebenyo wrote:
Ericsson wrote:
https://www.standardmedia.co.ke/business/article/2001282659/safaricom-taps-into-sh7b-kitty-to-expand-network



safaricom should try expansion outside kenya


There's a market in Kenya too....think out of the box from the usual call text realm
"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
#48 Posted : Monday, June 11, 2018 11:05:59 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
https://www.businessdail...5784-fvdahvz/index.html

Tanzanian billionaires Aunali and Sajjad Rajabali have bought 10 million shares of Safaricom worth Sh295 million, becoming the third-largest individual investors in the telecommunications firm.

Their investment in the telco is disclosed in the Nairobi Securities Exchange-listed firm’s April regulatory filing of its ownership structure.

The Rajabalis are now ranked after billionaire investor John Kibunga Kimani who has 11.8 million shares worth Sh348 million and Ramaben Patel — the top individual investor with 12.7 million shares currently valued at about Sh374 million.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#49 Posted : Monday, June 11, 2018 4:48:39 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Share price responding positively to news that merger talks between Airtel and Telkom kenya called off.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Wororo
#50 Posted : Tuesday, June 12, 2018 6:10:17 PM
Rank: Member

Joined: 1/30/2011
Posts: 207
Ericsson wrote:
Share price responding positively to news that merger talks between Airtel and Telkom kenya called off.

Yep. Reuters reported that Airtel refused to commit itself in future investments in the proposed merged entity ...
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