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Safaricom FY 2018/19
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Ericsson
#11 Posted : Friday, May 03, 2019 9:48:38 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Free cashflow at ksh.63.1bn vs 55.4bn in FY18
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Viviva
#12 Posted : Friday, May 03, 2019 9:53:56 AM
Rank: New-farer

Joined: 5/3/2019
Posts: 18
Location: Uk
What will be the peak for share price in the short run? 32 possible or has it maxed out at 30?
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watesh
#13 Posted : Friday, May 03, 2019 9:54:36 AM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
Pirate wrote:
Profitability is solid.

However ,I'm more concerned with the continuous decline in revenue growth to 7% ( 2018- 10% ,2017- 18%) .

My guess is the share will hit 30 max and decline to mid-20's in the very short-term

Mpesa is carrying the vast majority of growth. All the other services are either stagnant or too small to make an impact. The good thing it has a wide room to do cost cutting to keep up with double digit growth in profits
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Ericsson
#14 Posted : Friday, May 03, 2019 10:14:43 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
Kenyans have borrowed Sh45 billion through Fuliza since it was launched in January.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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nairobby
#15 Posted : Friday, May 03, 2019 10:14:48 AM
Rank: Member

Joined: 1/18/2019
Posts: 185
Location: kenya
watesh wrote:
Pirate wrote:
Profitability is solid.

However ,I'm more concerned with the continuous decline in revenue growth to 7% ( 2018- 10% ,2017- 18%) .

My guess is the share will hit 30 max and decline to mid-20's in the very short-term

Mpesa is carrying the vast majority of growth. All the other services are either stagnant or too small to make an impact. The good thing it has a wide room to do cost cutting to keep up with double digit growth in profits


They still have a large capex as well which should go down as years go by so I'm positive on their profitability. Revenue growth will now be aided by acquisitions & diversification
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young
#16 Posted : Friday, May 03, 2019 10:51:56 AM
Rank: Elder

Joined: 6/20/2007
Posts: 2,074
Location: Lagos, Nigeria
This is a bumper dividend .
The second special dividend in 3 years.
Well done Bob. Hope his successor will sustain the momentum.

Investing long term mainly on blue chips and sector leaders for me is the best approach to bearish NSE .

Thank God for taking that decision since 2009. Thank God most dividends are incremental or constant .

Safaricom, KCB, Stanchart, EABL and co

I have already pencilled down 1.20 per share dividend from Safaricom in my estimates but now it is 1.87 (1.25+0.62), a whooping 55% dividend increase from safaricom only for this year.
This is excellent. This is salutary.

Also a strong shilling over our wobbling
naira brings more ugali to me.
(In 2015 1ksh = 1.8 naira, in 2019 1ksh= 3.65 naira)

This is both a vertical(stocks returns) and horizontal growth (currency advantage)

Thanks to you folks.
The wazua spirit as members is to educate and inform and learn from others within the limit of what we know in any chosen area irrespective of our differences in tribes, nationalities, etc. .
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Ericsson
#17 Posted : Friday, May 03, 2019 10:55:47 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
young wrote:
This is a bumper dividend .
The second special dividend in 3 years.
Well done Bob. Hope his successor will sustain the momentum.

Investing long term mainly on blue chips and sector leaders for me is the best approach to bearish NSE .

Thank God for taking that decision since 2009. Thank God most dividends are incremental or constant .

Safaricom, KCB, Stanchart, EABL and co

I have already pencilled down 1.20 per share dividend from Safaricom in my estimates but now it is 1.87 (1.25+0.62), a whooping 55% dividend increase from safaricom only for this year.
This is excellent. This is salutary.

Thanks to you folks.

Karibu this is the spirit of wazua
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#18 Posted : Friday, May 03, 2019 11:04:05 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,347
Location: Nairobi
young wrote:
This is a bumper dividend .
The second special dividend in 3 years.
Well done Bob. Hope his successor will sustain the momentum.

Investing long term mainly on blue chips and sector leaders for me is the best approach to bearish NSE .

Thank God for taking that decision since 2009. Thank God most dividends are incremental or constant .

Safaricom, KCB, Stanchart, EABL and co

I have already pencilled down 1.20 per share dividend from Safaricom in my estimates but now it is 1.87 (1.25+0.62), a whooping 55% dividend increase from safaricom only for this year.
This is excellent. This is salutary.

Also a strong shilling over our wobbling
naira brings more ugali to me.
(In 2015 1ksh = 1.8 naira, in 2019 1ksh= 3.65 naira)

This is both a vertical(stocks returns) and horizontal growth (currency advantage)

Thanks to you folks.
Applause Applause Applause
Nothing like buying good firms at fair prices and holding onto them. Sustainable growth.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#19 Posted : Friday, May 03, 2019 11:08:58 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
young wrote:
This is a bumper dividend .
The second special dividend in 3 years.
Well done Bob. Hope his successor will sustain the momentum.

Investing long term mainly on blue chips and sector leaders for me is the best approach to bearish NSE .

Thank God for taking that decision since 2009. Thank God most dividends are incremental or constant .

Safaricom, KCB, Stanchart, EABL and co

I have already pencilled down 1.20 per share dividend from Safaricom in my estimates but now it is 1.87 (1.25+0.62), a whooping 55% dividend increase from safaricom only for this year.
This is excellent. This is salutary.

Also a strong shilling over our wobbling
naira brings more ugali to me.
(In 2015 1ksh = 1.8 naira, in 2019 1ksh= 3.65 naira)

This is both a vertical(stocks returns) and horizontal growth (currency advantage)

Thanks to you folks.
Applause Applause Applause
Nothing like buying good firms at fair prices and holding onto them. Sustainable growth.


This one very soon,I will recoup my initial investment via dividends only.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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WWW
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xtina
#20 Posted : Friday, May 03, 2019 11:26:03 AM
Rank: Member

Joined: 6/26/2008
Posts: 399
Pirate wrote:
Profitability is solid.

However ,I'm more concerned with the continuous decline in revenue growth to 7% ( 2018- 10% ,2017- 18%) .

My guess is the share will hit 30 max and decline to mid-20's in the very short-term


Great stuff Applause Applause though I do not understand why supply is 8x demand. I thought it would go to 30+ but now I see it has lost 0.55, from 29.55 to 29.00. Oh well, if it goes down, time to load more.
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