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MTN Uganda IPO..Whats cutting over there??
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muganda
#81 Posted : Friday, December 30, 2022 2:14:11 PM
Rank: Elder


Joined: 9/15/2006
Posts: 3,905
Ericsson wrote:
Safaricom should venture into Uganda once done with Ethiopia to give MTN a run


Risky talk; where do we come off thinking Safaricom is indomitable. MTN is larger in Africa than the whole of Vodacom (including Safaricom).

MTN Uganda is larger than Vodacom Tanzania and growing faster (losely comparable markets). And MTN Uganda CEO was in charge of Safaricom's consumer business for ages.

I'm waiting to see whether Safaricom beats Ethiotel in their home market smile
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kawi254
#82 Posted : Friday, December 30, 2022 4:31:15 PM
Rank: Member


Joined: 2/20/2015
Posts: 467
Location: Nairobi
muganda wrote:
Ericsson wrote:
Safaricom should venture into Uganda once done with Ethiopia to give MTN a run


Risky talk; where do we come off thinking Safaricom is indomitable. MTN is larger in Africa than the whole of Vodacom (including Safaricom).

MTN Uganda is larger than Vodacom Tanzania and growing faster (losely comparable markets). And MTN Uganda CEO was in charge of Safaricom's consumer business for ages.

I'm waiting to see whether Safaricom beats Ethiotel in their home market smile



Afrimax Uganda (~Vodafone) got burnt in UG
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Ericsson
#83 Posted : Saturday, December 31, 2022 9:08:48 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
muganda wrote:
Ericsson wrote:
Safaricom should venture into Uganda once done with Ethiopia to give MTN a run


Risky talk; where do we come off thinking Safaricom is indomitable. MTN is larger in Africa than the whole of Vodacom (including Safaricom).

MTN Uganda is larger than Vodacom Tanzania and growing faster (losely comparable markets). And MTN Uganda CEO was in charge of Safaricom's consumer business for ages.

I'm waiting to see whether Safaricom beats Ethiotel in their home market smile


Subscriber base yes MTN is bigger than Vodacom in Africa.
Profits and revenue Vodacom beats them.
With the consolidation of Vodafone Egypt into the Vodacom family the gap will widen.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#84 Posted : Saturday, December 31, 2022 9:10:30 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
kawi254 wrote:
muganda wrote:
Ericsson wrote:
Safaricom should venture into Uganda once done with Ethiopia to give MTN a run


Risky talk; where do we come off thinking Safaricom is indomitable. MTN is larger in Africa than the whole of Vodacom (including Safaricom).

MTN Uganda is larger than Vodacom Tanzania and growing faster (losely comparable markets). And MTN Uganda CEO was in charge of Safaricom's consumer business for ages.

I'm waiting to see whether Safaricom beats Ethiotel in their home market smile



Afrimax Uganda (~Vodafone) got burnt in UG

The business model they tried there was a wrong move.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Ericsson
#85 Posted : Saturday, December 31, 2022 9:12:17 AM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
muganda wrote:
Ericsson wrote:
Safaricom should venture into Uganda once done with Ethiopia to give MTN a run


Risky talk; where do we come off thinking Safaricom is indomitable. MTN is larger in Africa than the whole of Vodacom (including Safaricom).

MTN Uganda is larger than Vodacom Tanzania and growing faster (losely comparable markets). And MTN Uganda CEO was in charge of Safaricom's consumer business for ages.

I'm waiting to see whether Safaricom beats Ethiotel in their home market smile


MTN is now on a selling spree of some of its operational countries subsidiaries in Africa.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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obiero
#86 Posted : Tuesday, April 04, 2023 8:44:15 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,499
Location: nairobi
A good counter. Better than Safaricom in dividend yield

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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obiero
#87 Posted : Saturday, November 04, 2023 3:59:29 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,499
Location: nairobi
obiero wrote:
A good counter. Better than Safaricom in dividend yield

A gift that keeps giving

Mobile subscribers increased by 13.9% to 19.0 million.
Active data subscribers grew by 23.0% to 7.5 million.
Active fintech users increased by 9.7% to 11.6 million.
Service revenue grew by 15.2% to Ush 1,921.3 billion.
Data revenue grew by 22.0% to Ush 450.3 billion.
Fintech revenue grew by 18.1% to Ush 555.6 billion.
Earnings before interest, tax, depreciation, and amortization (EBITDA) grew by 15.6% to Ush 985.4 billion.
EBITDA margin stable at 50.6%.
Capital expenditure, excluding right of use assets, increased by 4.7% to Ush 289.6 billion.
Profit after tax (PAT) increased by 21.1% to Ush 354.4 billion.
Second interim dividend declared for FY 2023 is Ush 6.0 per share (Ush 134.3billion).

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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Ericsson
#88 Posted : Tuesday, November 14, 2023 3:45:30 PM
Rank: Elder


Joined: 12/4/2009
Posts: 10,678
Location: NAIROBI
obiero wrote:
obiero wrote:
A good counter. Better than Safaricom in dividend yield

A gift that keeps giving

Mobile subscribers increased by 13.9% to 19.0 million.
Active data subscribers grew by 23.0% to 7.5 million.
Active fintech users increased by 9.7% to 11.6 million.
Service revenue grew by 15.2% to Ush 1,921.3 billion.
Data revenue grew by 22.0% to Ush 450.3 billion.
Fintech revenue grew by 18.1% to Ush 555.6 billion.
Earnings before interest, tax, depreciation, and amortization (EBITDA) grew by 15.6% to Ush 985.4 billion.
EBITDA margin stable at 50.6%.
Capital expenditure, excluding right of use assets, increased by 4.7% to Ush 289.6 billion.
Profit after tax (PAT) increased by 21.1% to Ush 354.4 billion.
Second interim dividend declared for FY 2023 is Ush 6.0 per share (Ush 134.3billion).


Safaricom should open a subsidiary in Uganda and benefit from the good returns there
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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VituVingiSana
#89 Posted : Wednesday, November 15, 2023 12:41:43 PM
Rank: Chief


Joined: 1/3/2007
Posts: 18,095
Location: Nairobi
Ericsson wrote:
obiero wrote:
obiero wrote:
A good counter. Better than Safaricom in dividend yield

A gift that keeps giving

Mobile subscribers increased by 13.9% to 19.0 million.
Active data subscribers grew by 23.0% to 7.5 million.
Active fintech users increased by 9.7% to 11.6 million.
Service revenue grew by 15.2% to Ush 1,921.3 billion.
Data revenue grew by 22.0% to Ush 450.3 billion.
Fintech revenue grew by 18.1% to Ush 555.6 billion.
Earnings before interest, tax, depreciation, and amortization (EBITDA) grew by 15.6% to Ush 985.4 billion.
EBITDA margin stable at 50.6%.
Capital expenditure, excluding right of use assets, increased by 4.7% to Ush 289.6 billion.
Profit after tax (PAT) increased by 21.1% to Ush 354.4 billion.
Second interim dividend declared for FY 2023 is Ush 6.0 per share (Ush 134.3billion).


Safaricom should open a subsidiary in Uganda and benefit from the good returns there

Safaricom will have to climb a mountain to dislodge either of the top 2 players. The ROI may not be worth it.

Being #3 may not yield a decent ROI.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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obiero
#90 Posted : Wednesday, April 03, 2024 9:59:39 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,499
Location: nairobi
VituVingiSana wrote:
Ericsson wrote:
obiero wrote:
obiero wrote:
A good counter. Better than Safaricom in dividend yield

A gift that keeps giving

Mobile subscribers increased by 13.9% to 19.0 million.
Active data subscribers grew by 23.0% to 7.5 million.
Active fintech users increased by 9.7% to 11.6 million.
Service revenue grew by 15.2% to Ush 1,921.3 billion.
Data revenue grew by 22.0% to Ush 450.3 billion.
Fintech revenue grew by 18.1% to Ush 555.6 billion.
Earnings before interest, tax, depreciation, and amortization (EBITDA) grew by 15.6% to Ush 985.4 billion.
EBITDA margin stable at 50.6%.
Capital expenditure, excluding right of use assets, increased by 4.7% to Ush 289.6 billion.
Profit after tax (PAT) increased by 21.1% to Ush 354.4 billion.
Second interim dividend declared for FY 2023 is Ush 6.0 per share (Ush 134.3billion).


Safaricom should open a subsidiary in Uganda and benefit from the good returns there

Safaricom will have to climb a mountain to dislodge either of the top 2 players. The ROI may not be worth it.

Being #3 may not yield a decent ROI.

True. MTNU has the first mover advantage. Difficult to dislodge. MTNU is a dividend paying company with a current yield of 10.59% that is well covered by earnings. Next payment date is on 21st June, 2024 with an ex-dividend date of 30th May, 2024.

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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obiero
#91 Posted : Monday, April 15, 2024 9:22:06 PM
Rank: Elder


Joined: 6/23/2009
Posts: 13,499
Location: nairobi
FY 2023

Mobile subscribers grew by 13.3% to 19.5 million.
Active data subscribers increased by 22.4% to 8.2 million.
Active fintech users increased by 10.1% to 12.1 million.
Service revenue grew by 16.1% to Ush 2,629.9 billion.
Voice revenue grew by 11.6% to Ush 1,117.2 billion.
Data revenue grew by 21.6% to Ush 621.9 billion.
Fintech revenue grew by 17.6% to Ush 771.6 billion.
Earnings before interest, tax, depreciation, and amortization (EBITDA) grew by 16.3% to Ush 1,371.2 billion.
Capital expenditure, excluding right of use assets, increased by 5.5% to Ush 353.5 billion.
EBITDA margin reduced marginally by 0.2 percentage points (pp) to 51.4%.
Profit after tax increased by 21.4% to Ush 493.0 billion.
Final dividend proposed for FY 2023 increased by 16.4% to Ush 6.4 per share (Ush 143.3 billion).
Total dividend for FY 2023 increased by 13.2% to Ush 18.0 per share (Ush 403.0 billion).

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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obiero
#92 Posted : Saturday, June 22, 2024 10:42:51 AM
Rank: Elder


Joined: 6/23/2009
Posts: 13,499
Location: nairobi
Dividend well received, with thanks

HF 30,000 ABP 3.49; KQ 414,100 ABP 7.92; MTN 23,800 ABP 6.45
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