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Safaricom HY 2018/2019
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VituVingiSana
#91 Posted : Tuesday, December 11, 2018 1:41:29 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
Disclosure: I have a few Safaricom bought sub-24-ish d'oh! d'oh! d'oh!
Now 22

I am glad I didn't buy many but I was primed to and ended up buying something else. Applause Applause Applause

*Though I believe Saf is a money machine for now. Who knows what the future holds. Things are tough in Kenya!

Saf is down 33% from the highs.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Muthawamunene
#92 Posted : Tuesday, December 11, 2018 6:18:31 PM
Rank: Member

Joined: 1/3/2011
Posts: 264
Location: Nairobi
rwitre wrote:
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.



Has aways been a utility.

If Visa ever went down, visa users would also be stranded. No need to split Safaricom up. Other players now have more incentive to market their services to merchants.

But this government of ours just likes to meddle and seem important.

I am a huge fan of Milton Friedman; government should stay out!
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  | | Edit by user: Tuesday, December 11, 2018 6:19 PM | Reason: Not specified
Ericsson
#93 Posted : Wednesday, December 12, 2018 2:32:06 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Muthawamunene wrote:
rwitre wrote:
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.



Has aways been a utility.

If Visa ever went down, visa users would also be stranded. No need to split Safaricom up. Other players now have more incentive to market their services to merchants.

But this government of ours just likes to meddle and seem important.

I am a huge fan of Milton Friedman; government should stay out!


Are the other players upping their game
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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cyruskulei
#94 Posted : Thursday, December 13, 2018 12:53:13 PM
Rank: Member

Joined: 3/9/2010
Posts: 320
Location: kenya
Ericsson wrote:
Muthawamunene wrote:
rwitre wrote:
Ericsson wrote:
Safaricom mpesa is down for several hours.

There is no competition or alternative apart from traditional cash


Safaricom is essentially a utility firm right now. As evidenced by this MPESA outage, its services are needed whether the general economy is flying or crippled.



Has aways been a utility.

If Visa ever went down, visa users would also be stranded. No need to split Safaricom up. Other players now have more incentive to market their services to merchants.

But this government of ours just likes to meddle and seem important.

I am a huge fan of Milton Friedman; government should stay out!


Are the other players upping their game


And now we can call across network for only 1.00. I dont know the magic that will happen after this special test offer. Sasa tutarudi polepole to the Better Option
Work hard at your job and you can make a living. Work hard on yourself and you can make a fortune.
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Ebenyo
#95 Posted : Thursday, December 13, 2018 5:36:15 PM
Rank: Veteran

Joined: 4/4/2016
Posts: 2,016
Location: Kitale
VituVingiSana wrote:
Disclosure: I have a few Safaricom bought sub-24-ish d'oh! d'oh! d'oh!
Now 22

I am glad I didn't buy many but I was primed to and ended up buying something else. Applause Applause Applause

*Though I believe Saf is a money machine for now. Who knows what the future holds. Things are tough in Kenya!

Saf is down 33% from the highs.




Safaricom is great in earnings(The most profitable company in east africa).Management by vodafone is great.Innovative and keen in observance of changing business environment.
I like it as an income investor.
Its downside is poor asset value to share.This will be solved when it expands e.g Ethiopia move.
But @vvs is a value investor.This one will be a tall order for you.
Towards the goal of financial freedom
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2012
#96 Posted : Wednesday, December 19, 2018 12:30:07 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?

BBI will solve it :)
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murchr
#97 Posted : Wednesday, December 19, 2018 2:29:00 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
2012 wrote:
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?


Trippling doesn't mean they are making money.
"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
#98 Posted : Wednesday, December 19, 2018 5:27:31 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Airtel is being prepared for slaughter/to be sold
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#99 Posted : Wednesday, December 19, 2018 5:51:42 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
murchr wrote:
2012 wrote:
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?


Trippling doesn't mean they are making money.


Though there was a marginal increase in the number of subscribers by 163,000
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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MaichBlack
#100 Posted : Thursday, December 20, 2018 10:24:14 AM
Rank: Elder

Joined: 7/22/2009
Posts: 7,837
murchr wrote:
2012 wrote:
Safaricom has lost 20% share of voice in slightly over 1.5 years while Airtel's nearly trippled. Is it time for Scom to step down their high horse and start listening to their consumer & the market more?


Trippling doesn't mean they are making money.

Airtel has NEVER made even a single coin in Kenya!!! If you give free things/services and price the other services in an unsustainable manner, of course you will get numbers (pun intended!) but your losses will increase exponentially.

Anyone who buys Airtel Kenya will be left holding one serious monkey! 95% of Airtel subscribers have Safaricom lines. Any attempt by new owners to price services sustainably (profitably) and all these fellows revert to Safaricom in the blink of any eye kama findio kama ndrama!!!!
Never count on making a good sale. Have the purchase price be so attractive that even a mediocre sale gives good returns.
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