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Ericsson
#81 Posted : Friday, December 09, 2022 7:41:24 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
My 2 cents wrote:
Watesh is probably right about a dividend cut in the coming years. Debt repayment will take priority.


That was coming,even the share price is reflecting of the same
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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MaichBlack
#82 Posted : Sunday, December 11, 2022 12:08:12 AM
Rank: Elder


Joined: 7/22/2009
Posts: 7,451
Lets not forget the two stocks wazuans have got totally wrong over the years from the days of SK.

Safaricom!!
Equity!!

I remember back then when Safaricom was trading at Kshs. 2.xy, a huge mojority here wrote it off especially when price wars were at the peak. And boy were people wrong!!! Spectacularly!!!
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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Ericsson
#83 Posted : Sunday, December 11, 2022 3:14:45 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
MaichBlack wrote:
Lets not forget the two stocks wazuans have got totally wrong over the years from the days of SK.

Safaricom!!
Equity!!

I remember back then when Safaricom was trading at Kshs. 2.xy, a huge a mojority here wrote it off especially when price wars were at the peak. A d boy were people wrong!!! Spectacularly!!!


Airtel moves and strategic work to the advantage of Safaricom
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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MaichBlack
#84 Posted : Sunday, December 11, 2022 8:10:07 PM
Rank: Elder


Joined: 7/22/2009
Posts: 7,451
Back then..

"Voice is dead!"

People totally ignored Data and MPesa!! 99% didn't see what came next.
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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Ericsson
#85 Posted : Monday, December 12, 2022 7:59:09 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
MaichBlack wrote:
Back then..

"Voice is dead!"

People totally ignored Data and MPesa!! 99% didn't see what came next.

Voice is making a comeback as a key revenue generator because of the poor performance of the economy and tough times.
Basic goods and services is what is selling
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#86 Posted : Friday, March 10, 2023 7:18:17 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,475
Location: nairobi
McGill wrote:
the deal wrote:
obiero wrote:
watesh wrote:
cyruskulei wrote:
MaichBlack wrote:
cyruskulei wrote:
Ericsson wrote:
Ericsson wrote:
Safaricom HY results to be released on Thursday 10 November 2022


Revised to Friday 11 November at 7:30am



This might not be good results considering the announcement day

See the announcement time...

Relax.



18% drop in profit after tax




Dividend cut is coming

It's a definite buy sub KES 21


I have dropped my notes on these numbers here https://davismika.substa...aricom-h1-2023-earnings LONG POST ALERTsmile


Awesome post. If it was another stock with a trailing PE Ratio of 14.5, trailing dividend yield of 5.45%, and non-existent growth in net incomes I would expect it to fall significantly. But I don't know everything.

No one knows everything but we all know Safaricom at current price is a real bargain . Sub 20 approaching

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 15,750 ABP 6.45
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Ericsson
#87 Posted : Friday, March 10, 2023 10:01:43 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,639
Location: NAIROBI
obiero wrote:
McGill wrote:
the deal wrote:
obiero wrote:
watesh wrote:
cyruskulei wrote:
MaichBlack wrote:
cyruskulei wrote:
Ericsson wrote:
Ericsson wrote:
Safaricom HY results to be released on Thursday 10 November 2022


Revised to Friday 11 November at 7:30am



This might not be good results considering the announcement day

See the announcement time...

Relax.



18% drop in profit after tax




Dividend cut is coming

It's a definite buy sub KES 21


I have dropped my notes on these numbers here https://davismika.substa...aricom-h1-2023-earnings LONG POST ALERTsmile


Awesome post. If it was another stock with a trailing PE Ratio of 14.5, trailing dividend yield of 5.45%, and non-existent growth in net incomes I would expect it to fall significantly. But I don't know everything.

No one knows everything but we all know Safaricom at current price is a real bargain . Sub 20 approaching


Macro and micro economic factors of the kenyan economy are hurting them
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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