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Safaricom FY2018
muganda
#21 Posted : Wednesday, May 09, 2018 9:37:12 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Metch wrote:
Fastest growing is actually Safaricom. in 4th place the year before and in 2nd place today overtaking JTL and Mawingu. First place will be grabbed in a number of months. By this time next year we'll begin talking about dominance in this arena as well

What are you talking about @Metch? Just in Sep 2017, Mawingu was in 5th place while Safaricom was still in 2nd place then. Since then, Mawingu has added +16,622 subscriptions to Safaricom's +8,252.

VituVingiSana wrote:
Is it a for-profit venture?
What's the ARPU for Mawingu?
Folks like fast speeds...
Zuku is the loser after blowing their advantage. A new (TZ) owner is buying 51% and perhaps the new leadership will flight back.

@VVS appears to be commercial in nature with a digital inclusion agenda, perhaps at early funding stage. But heck, Equity Bank could have been described with similar terms at its inception.
http://www.mawingunetworks.com/faq.html
murchr
#22 Posted : Wednesday, May 09, 2018 10:31:53 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
muganda wrote:
Metch wrote:
Fastest growing is actually Safaricom. in 4th place the year before and in 2nd place today overtaking JTL and Mawingu. First place will be grabbed in a number of months. By this time next year we'll begin talking about dominance in this arena as well

What are you talking about @Metch? Just in Sep 2017, Mawingu was in 5th place while Safaricom was still in 2nd place then. Since then, Mawingu has added +16,622 subscriptions to Safaricom's +8,252.

VituVingiSana wrote:
Is it a for-profit venture?
What's the ARPU for Mawingu?
Folks like fast speeds...
Zuku is the loser after blowing their advantage. A new (TZ) owner is buying 51% and perhaps the new leadership will flight back.

@VVS appears to be commercial in nature with a digital inclusion agenda, perhaps at early funding stage. But heck, Equity Bank could have been described with similar terms at its inception.
http://www.mawingunetworks.com/faq.html





"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
.
Realtreaty
#23 Posted : Wednesday, May 09, 2018 11:26:36 PM
Rank: Elder

Joined: 8/16/2011
Posts: 2,386
Ericsson wrote:
It seems the NRM resistance to SafaricomPLC products had no impact on FY results



Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
Hiyo ilikuwa tu Musheneeee!!
Metch
#24 Posted : Thursday, May 10, 2018 7:52:53 AM
Rank: Member

Joined: 12/22/2015
Posts: 224
Location: Mombasa, Kenya
Realtreaty wrote:
Ericsson wrote:
It seems the NRM resistance to SafaricomPLC products had no impact on FY results



Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly
Hiyo ilikuwa tu Musheneeee!!


Laughing out loudly Laughing out loudly Laughing out loudly
Kama vile Baba husema, "kelele ya chura haimzuii tembo kunywa maji"
Start!
HaMaina
#25 Posted : Thursday, May 10, 2018 8:15:53 AM
Rank: Veteran

Joined: 4/23/2014
Posts: 931
gatoho wrote:
watesh wrote:
HaMaina wrote:
dividend of Ksh 1.10 for a stock trading at Ksh 29.00 thats like 3%, the rates were better when Safaricom paid 0.20Ksh while trading at 2.10Ksh.

Most good companies are in the 3% - 4% dividend yield currently.....





I bought at 2.80 so a happy camper



Applause Applause Applause Applause Applause Applause Applause
“You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.” - Ben Graham
mlennyma
#26 Posted : Thursday, May 10, 2018 10:19:16 AM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
I expected a mad rally but it seems investors are cautious
"Don't let the fear of losing be greater than the excitement of winning."
Ericsson
#27 Posted : Thursday, May 10, 2018 12:24:36 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
mlennyma wrote:
I expected a mad rally but it seems investors are cautious


The rally that was there from the beginning of the year factored the results.
The current P/E at 28.50 is about 20.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Pesa Nane
#28 Posted : Thursday, May 10, 2018 7:39:01 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Pesa Nane plans to be shilingi when he grows up.
VyaBureSiachi
#29 Posted : Thursday, May 10, 2018 9:52:23 PM
Rank: New-farer

Joined: 2/27/2018
Posts: 59
Location: Cambrian Dc
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

The rally will come, just give it a week or two.
Most of the cash from dividend chasers and profit takers from the bank stocks will need to find a place to relax and safcom will be a top choice.
If the radiance of a thousand suns were to burst at once into the sky that would be like the splendour of the mighty one.
Cornelius Vanderbilt
#30 Posted : Friday, May 11, 2018 8:41:13 AM
Rank: Member

Joined: 8/15/2015
Posts: 817
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

why do you expect a rally in a downtrend market , though ?
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