Safcom supplied 400,000 smart phones in first half? What will the mobile shops be selling soon at this rate? Really aggressive on other frontiers...I'm glad I exited AK this year though much too late

jawz1, Collymore should not have a problem scrapping together some good profit FY 2011, data still climbing, mobile money @3bill per day, charge gova for virtual courts e.t.c, BTW who knows what will happen to zain kenya? glad am in it tight, been picking it like nonsense thanks to the stocks liquidity.

Lo! so I see in this Round two rapid blows handed to opponent - first brand advert, now a lesson in profitability.

As per presentation by Sep 2010:
- only 1.6% loss of market share
- 81% of 17m customers now on MPESA
- and a 15% growth in net income

Compared to Zain Africa's EBITDA margin of 23%, a margin of Safaricom 40% sure looks much better. And even LTE (4G) trials before Zain's 3G starts? And more data customers 3.6m on Safaricom than voice customers on Zain?

The war is not over, but this battle has already been won. Next round...

I fished out this prediction so that you'll see its the 2ND HALF you should be worried about

NOTHING SPECIAL ABOUT THESE RESULTS AT ALL...

Before the price wars I was expecting a H1 PBT of 12 billion after the price wars began I revised this target to 10.8 billion and then they go ahead and give me ONLY 10.4 billion

All the guys praising these results should know they are in line with expectations of safcom pessimists like me....

All the safcom haters mezeni wembe. If you compare growth from 2008 to 2009, then you will see the 2009 to 2010 growth is even better.

What was the basis of your 12B projection?

15% growth despite the airtel shenanigans if GOOD news Safcom peeps do not let anyone convince you otherwise.

H2 results will blow minds away. Dividend of .2 will be maintained. EPS will be above 0.4. Therefore at todays price a PE of 11.75. This for a co. like safcom is a deal and a half.