wazua Thu, Mar 19, 2026
Welcome Guest Search | Active Topics | Log In

22 Pages«<1617181920>»
Safaricom HY 2018/2019
Options
Previous Topic · Next Topic
murchr
#171 Posted : Monday, April 01, 2019 11:15:57 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
VituVingiSana wrote:
murchr wrote:





Zuku is (surprisingly) still #1 but Safaricom has done an outstanding job. It may overtake Zuku next year.
Why is there an * next to Wananchi?


Probably * =
Quote:
East African telecoms company Wananchi Group is considering a sale as some of its investors look to exit the business
"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
.
Back to top
  |
VituVingiSana
#172 Posted : Monday, April 01, 2019 11:21:59 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
murchr wrote:
VituVingiSana wrote:
murchr wrote:





Zuku is (surprisingly) still #1 but Safaricom has done an outstanding job. It may overtake Zuku next year.
Why is there an * next to Wananchi?


Probably * =
Quote:
East African telecoms company Wananchi Group is considering a sale as some of its investors look to exit the business
But the firm (Wananchi) would still remain the same even if some of the shareholders exited. They would be replaced by other shareholders.

Zuku was the king but they blew their huge lead. I like competition.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
NewMoney
#173 Posted : Tuesday, April 02, 2019 6:32:48 PM
Rank: Member

Joined: 3/1/2019
Posts: 170
Location: Nairobi
How do you guys feel about Safcom losing market share: https://www.the-star.co....-fifth-straight-quarter/
Back to top
WWW
  |
dunkang
#174 Posted : Tuesday, April 02, 2019 8:32:02 PM
Rank: Elder

Joined: 6/2/2011
Posts: 4,824
Location: -1.2107, 36.8831
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential
Receive with simplicity everything that happens to you.” ― Rashi

Back to top
  |
obiero
#175 Posted : Tuesday, April 02, 2019 8:53:17 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020

KQ ABP 4.26
Back to top
WWW
  |
VituVingiSana
#176 Posted : Tuesday, April 02, 2019 9:43:27 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
Back to top
  |
Ericsson
#177 Posted : Tuesday, April 02, 2019 10:11:03 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
kawi254
#178 Posted : Tuesday, April 02, 2019 10:32:20 PM
Rank: Member

Joined: 2/20/2015
Posts: 468
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers


Bob Collymore "Challenge to Safaricom will come from ‘big tech’: Amazon, Google, Facebook, as well as Chinese challengers like Tencent - not from Airtel - Telkom Kenya merger"

speaking of which when are the google loony baloons in partnership with Telkom starting their internet?
Back to top
  |
obiero
#179 Posted : Wednesday, April 03, 2019 4:49:48 AM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers

Loosing subscribers over 5 consecutive quarters is not a good sign. What if this stretches to 25 consecutive quarters.. Will they still have the 20m? People are leaving their network and it's mainly youth, who have no loyalty to brands, they just need affordable data!

KQ ABP 4.26
Back to top
WWW
  |
Ericsson
#180 Posted : Wednesday, April 03, 2019 5:18:36 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
obiero wrote:
Ericsson wrote:
VituVingiSana wrote:
obiero wrote:
dunkang wrote:
[quote=NewMoney]How do you guys feel about Safcom losing market share: https://www.the-star.co....fifth-straight-quarter/[/quote]
Inconsequential

Not a good sign. Bob Collymore leaves by late 2019, latest early 2020
Safaricom has a deep bench courtesy of Vodafone. After MJ left, BC took over and did a fine job.


The gap between them and Airtel is 20 million subscribers

Loosing subscribers over 5 consecutive quarters is not a good sign. What if this stretches to 25 consecutive quarters.. Will they still have the 20m? People are leaving their network and it's mainly youth, who have no loyalty to brands, they just need affordable data!


No subscribers lost,they are still gaining even more than competition in absolute numbers.
Airtel gaining 1mn subscribers in percentage terms will be higher than safaricom gaining 1.2mn subscribers due to Airtel low customer base.
I said the gap is 20mn not safaricom has 20mn subscribers.
People aren't leaving them per se but are having two lines.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Back to top
WWW
  |
22 Pages«<1617181920>»
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.

Wazua Investor Theme
Powered by YAF | YAF © 2003-2009, Yet Another Forum.NET
Copyright © 2026 Wazua.co.ke. All Rights Reserved.