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Safaricom HY 2018/2019
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Pesa Nane
#21 Posted : Friday, November 02, 2018 9:43:41 PM
Rank: Elder

Joined: 5/25/2012
Posts: 4,105
Location: 08c
Ericsson wrote:
VituVingiSana wrote:
The growth in smartphones seems higher than Mulika Mwizi phones and the 50:50 could be reached by 2021 given the reduction in price (over time) of smartphones to less than $100 for a decent phone

Some of the Mulika Mwizi users may use these as "Mpango ya kando"... Easier to delete the incriminating history!

I hope SafCom can leverage their fiber network in Nairobi to push their services. It doesn't cost Safcom much more to hook up 100 users vs 10 users on a street once the fiber is already servicing a street or building.


$100 is alot of money to majority of kenyans.
There is also the element of cost data.
The recent tax measures will slow down growth
Mulika mwizi are going for $20 $5.

Pesa Nane plans to be shilingi when he grows up.
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VituVingiSana
#22 Posted : Friday, November 02, 2018 9:49:08 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
The growth in smartphones seems higher than Mulika Mwizi phones and the 50:50 could be reached by 2021 given the reduction in price (over time) of smartphones to less than $100 for a decent phone

Some of the Mulika Mwizi users may use these as "Mpango ya kando"... Easier to delete the incriminating history!

I hope SafCom can leverage their fiber network in Nairobi to push their services. It doesn't cost Safcom much more to hook up 100 users vs 10 users on a street once the fiber is already servicing a street or building.


$100 is alot of money to majority of kenyans.
There is also the element of cost data.
The recent tax measures will slow down growth
Mulika mwizi are going for $20.

Jumia has over 20 models of Smartphones for $50
https://www.jumia.co.ke/...=1&price=5000-10000
By 2021, that number could jump to over 100 models with better features.
Plus SafCom/Airtel/Telkom could use the M-Kopa model i.e. pay $5/month for 24 months for a bundle of voice+data+financing.

For SafCom, this may even lock them into M-Pesa (including M-Shwari) with an easy to use app baked into the phone.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Friday, November 02, 2018 9:52 PM | Reason: Not specified
Ericsson
#23 Posted : Friday, November 02, 2018 11:25:43 PM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
https://www.businessdail...834472-da5cpq/index.html
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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murchr
#24 Posted : Friday, November 02, 2018 11:30:11 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
Ericsson wrote:
https://www.businessdailyafrica.com/corporate/companies/Mulinge-gets-powerful-post-in-Safaricom-executives/4003102-4834472-da5cpq/index.html


Did you bookmark that post?
"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
.
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Ericsson
#25 Posted : Saturday, November 03, 2018 6:26:23 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
murchr wrote:
Ericsson wrote:
https://www.businessdailyafrica.com/corporate/companies/Mulinge-gets-powerful-post-in-Safaricom-executives/4003102-4834472-da5cpq/index.html


Did you bookmark that post?


Yes waiting to see if she will get CEO post.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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  | | Edit by user: Saturday, November 03, 2018 6:30 AM | Reason: Not specified
maka
#26 Posted : Saturday, November 03, 2018 8:16:01 AM
Rank: Elder

Joined: 4/22/2010
Posts: 11,522
Location: Nairobi
Ericsson wrote:
murchr wrote:
Ericsson wrote:
https://www.businessdailyafrica.com/corporate/companies/Mulinge-gets-powerful-post-in-Safaricom-executives/4003102-4834472-da5cpq/index.html


Did you bookmark that post?


Yes waiting to see if she will get CEO post.


She is def getting it....
possunt quia posse videntur
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Ericsson
#27 Posted : Saturday, November 03, 2018 9:25:52 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,804
Location: NAIROBI
VituVingiSana wrote:
Ericsson wrote:
[quote=VituVingiSana]The growth in smartphones seems higher than Mulika Mwizi phones and the 50:50 could be reached by 2021 given the reduction in price (over time) of smartphones to less than $100 for a decent phone

Some of the Mulika Mwizi users may use these as "Mpango ya kando"... Easier to delete the incriminating history!

I hope SafCom can leverage their fiber network in Nairobi to push their services. It doesn't cost Safcom much more to hook up 100 users vs 10 users on a street once the fiber is already servicing a street or building.


$100 is alot of money to majority of kenyans.
There is also the element of cost data.
The recent tax measures will slow down growth
Mulika mwizi are going for $20.

Jumia has over 20 models of Smartphones for $50
https://www.jumia.co.ke/...=1&price=5000-10000
By 2021, that number could jump to over 100 models with better features.
Plus SafCom/Airtel/Telkom could use the M-Kopa model i.e. pay $5/month for 24 months for a bundle of voice+data+financing.
Are you in kenya or fantasy country,majority of kenyans can't afford

For SafCom, this may even lock them into M-Pesa (including M-Shwari) with an easy to use app baked into the phone.[/quote

Inflation,taxes and high cost of living has made data to be considered a luxury.

Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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WWW
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shocks
#28 Posted : Saturday, November 03, 2018 1:45:32 PM
Rank: Member

Joined: 3/15/2009
Posts: 362
VituVingiSana wrote:
Ericsson wrote:
VituVingiSana wrote:
The growth in smartphones seems higher than Mulika Mwizi phones and the 50:50 could be reached by 2021 given the reduction in price (over time) of smartphones to less than $100 for a decent phone

Some of the Mulika Mwizi users may use these as "Mpango ya kando"... Easier to delete the incriminating history!

I hope SafCom can leverage their fiber network in Nairobi to push their services. It doesn't cost Safcom much more to hook up 100 users vs 10 users on a street once the fiber is already servicing a street or building.


$100 is alot of money to majority of kenyans.
There is also the element of cost data.
The recent tax measures will slow down growth
Mulika mwizi are going for $20.

Jumia has over 20 models of Smartphones for $50
https://www.jumia.co.ke/...=1&price=5000-10000
By 2021, that number could jump to over 100 models with better features.
Plus SafCom/Airtel/Telkom could use the M-Kopa model i.e. pay $5/month for 24 months for a bundle of voice+data+financing.

For SafCom, this may even lock them into M-Pesa (including M-Shwari) with an easy to use app baked into the phone.

Makes a lot of sense, investing in treasuries doesn't make sense when you can do this and you already have people's credit histories via mshwari and KCB MPESA.
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shocks
#29 Posted : Saturday, November 03, 2018 1:48:52 PM
Rank: Member

Joined: 3/15/2009
Posts: 362
VituVingiSana wrote:
Ericsson wrote:
VituVingiSana wrote:
The growth in smartphones seems higher than Mulika Mwizi phones and the 50:50 could be reached by 2021 given the reduction in price (over time) of smartphones to less than $100 for a decent phone

Some of the Mulika Mwizi users may use these as "Mpango ya kando"... Easier to delete the incriminating history!

I hope SafCom can leverage their fiber network in Nairobi to push their services. It doesn't cost Safcom much more to hook up 100 users vs 10 users on a street once the fiber is already servicing a street or building.


$100 is alot of money to majority of kenyans.
There is also the element of cost data.
The recent tax measures will slow down growth
Mulika mwizi are going for $20.

Jumia has over 20 models of Smartphones for $50
https://www.jumia.co.ke/...=1&price=5000-10000
By 2021, that number could jump to over 100 models with better features.
Plus SafCom/Airtel/Telkom could use the M-Kopa model i.e. pay $5/month for 24 months for a bundle of voice+data+financing.

For SafCom, this may even lock them into M-Pesa (including M-Shwari) with an easy to use app baked into the phone.

Ndouble post
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VituVingiSana
#30 Posted : Sunday, November 04, 2018 12:21:57 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
Ericsson wrote:
VituVingiSana wrote:
Ericsson wrote:
[quote=VituVingiSana]The growth in smartphones seems higher than Mulika Mwizi phones and the 50:50 could be reached by 2021 given the reduction in price (over time) of smartphones to less than $100 for a decent phone

Some of the Mulika Mwizi users may use these as "Mpango ya kando"... Easier to delete the incriminating history!

I hope SafCom can leverage their fiber network in Nairobi to push their services. It doesn't cost Safcom much more to hook up 100 users vs 10 users on a street once the fiber is already servicing a street or building.


$100 is alot of money to majority of kenyans.
There is also the element of cost data.
The recent tax measures will slow down growth
Mulika mwizi are going for $20.

Jumia has over 20 models of Smartphones for $50
https://www.jumia.co.ke/...=1&price=5000-10000
By 2021, that number could jump to over 100 models with better features.
Plus SafCom/Airtel/Telkom could use the M-Kopa model i.e. pay $5/month for 24 months for a bundle of voice+data+financing.
Are you in kenya or fantasy country,majority of kenyans can't afford

For SafCom, this may even lock them into M-Pesa (including M-Shwari) with an easy to use app baked into the phone.[/quote

Inflation,taxes and high cost of living has made data to be considered a luxury.

To repeat
growth in smartphones seems higher than Mulika Mwizi phones and the 50:50 could be reached by 2021

Jumia has over 20 models of Smartphones for $50
https://www.jumia.co.ke/...=1&price=5000-10000
By 2021, that number could jump to over 100 models with better features.
You said "Inflation,taxes and high cost of living has made data to be considered a luxury."
I say Mobile Data Usage, aggregated across all networks, in 2021 (FY 2021-22) will be significantly (50+%) higher than 2018 (FY 2018-19). I estimate a +15% annual increase in data usage. The revenue growth will probably be slower than the data usage given the reduction in prices for data due to competition.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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  | | Edit by user: Sunday, November 04, 2018 12:29 AM | Reason: Not specified
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