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Safaricom FY2018
obiero
#31 Posted : Friday, May 11, 2018 12:35:14 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

KQ ABP 4.26
mlennyma
#32 Posted : Friday, May 11, 2018 12:53:02 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii
"Don't let the fear of losing be greater than the excitement of winning."
jgithige
#33 Posted : Friday, May 11, 2018 1:10:02 PM
Rank: Member

Joined: 7/10/2014
Posts: 145
Location: Nairobi
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii


Honestly the super 55B profits are out of their exploitative charges. I use ZUKU at my work place over 20 comps with Hispeed cable internet wifi in the entire compound ZUKU TV and a zuku telephone which we dont use charges Ksh 6,000.

I doubt if Safaricom can match that price
"Blowing out someone else candle won't make yours shine brighter"-Anonymous
VituVingiSana
#34 Posted : Friday, May 11, 2018 1:12:46 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,346
Location: Nairobi
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii
#TukoPamoja I like my Faiba 4G modem and 25Gbs for 1,000/-! Though the irony is I have to pay by M-Pesa!
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
obiero
#35 Posted : Friday, May 11, 2018 1:41:32 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
VituVingiSana wrote:
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii
#TukoPamoja I like my Faiba 4G modem and 25Gbs for 1,000/-! Though the irony is I have to pay by M-Pesa!

Banks are heavily targeting the mobile settlements space via own paybills and soon your bank shall have direct bill settlement straight to the Faiba bank account hence bypassing mpesa altogether. Equitel is already on this, but Safaricom presence is simply too wide for any company to overhaul in a huff. Not even Telkom will challenge the market share percentages, but days of astronomical P&L growth are coming to a halt for Safaricom

KQ ABP 4.26
mlennyma
#36 Posted : Friday, May 11, 2018 2:18:31 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
obiero wrote:
VituVingiSana wrote:
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii
#TukoPamoja I like my Faiba 4G modem and 25Gbs for 1,000/-! Though the irony is I have to pay by M-Pesa!

Banks are heavily targeting the mobile settlements space via own paybills and soon your bank shall have direct bill settlement straight to the Faiba bank account hence bypassing mpesa altogether. Equitel is already on this, but Safaricom presence is simply too wide for any company to overhaul in a huff. Not even Telkom will challenge the market share percentages, but days of astronomical P&L growth are coming to a halt for Safaricom

No company is too big to fall if they ignore the customers concerns
"Don't let the fear of losing be greater than the excitement of winning."
murchr
#37 Posted : Friday, May 11, 2018 3:07:38 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii



Ati only mpesa what? Laughing out loudly come on obiero. By the way the days safcom used to have mad rallies are gone. By this time next year the new normal will be about 40/-

Those mentioning Equitel and faiba need to look at the numbers posted by the communication authority.
"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
.
obiero
#38 Posted : Friday, May 11, 2018 3:23:46 PM
Rank: Elder

Joined: 6/23/2009
Posts: 14,213
Location: nairobi
murchr wrote:
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii



Ati only mpesa what? Laughing out loudly come on obiero. By the way the days safcom used to have mad rallies are gone. By this time next year the new normal will be about 40/-

Those mentioning Equitel and faiba need to look at the numbers posted by the communication authority.

@murchr we are in 2022, not today's numbers. Safaricom has to fight off Telkom or else it wont end well. Mpesa is still big for Safaricom along with data which combined are more than voice revenue i.e 99.27B vs 95.6B. Voice is dead! And data is under heavy attack from multiple 'enemies'

KQ ABP 4.26
Rahatupu
#39 Posted : Friday, May 11, 2018 4:21:47 PM
Rank: Veteran

Joined: 12/4/2009
Posts: 1,982
Location: matano manne
Me thinks Mpesa settlements and payment modes and visa/mastercard like convenience is the key here. Not mere payments to and from account to account. This area is where the game is and here Safaricom is way ahead of even Equitel. Look at their attempt at ecommerce payment via ebay, Amazon, playstore......
murchr
#40 Posted : Friday, May 11, 2018 4:34:20 PM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
obiero wrote:
murchr wrote:
mlennyma wrote:
obiero wrote:
Cornelius Vanderbilt wrote:
mlennyma wrote:
I expected a mad rally but it seems investors are cautious

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

Very odd expectation from @mlennyma.. Only mpesa floats the Safaricom boat in terms of percentage increase y-on-y, and with recent happenings in the industry, if their voice and data lines are heavily attritioned, Safaricom may start to loose the spring in its step, albeit slowly

I think so too because I have already jumped out of their expensive data.iam paying only 1000 monthly for 23gb data which is enough for my needs at jamii



Ati only mpesa what? Laughing out loudly come on obiero. By the way the days safcom used to have mad rallies are gone. By this time next year the new normal will be about 40/-

Those mentioning Equitel and faiba need to look at the numbers posted by the communication authority.

@murchr we are in 2022, not today's numbers. Safaricom has to fight off Telkom or else it wont end well. Mpesa is still big for Safaricom along with data which combined are more than voice revenue i.e 99.27B vs 95.6B. Voice is dead! And data is under heavy attack from multiple 'enemies'



Laughing out loudly We had this conversation about Equitel Airtel etc. In 2022, data will not just be "come use us to browse" it will be " What can we do with the information we have about you" Listen to Sateesh's interview with AlyKhan.
"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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