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Safaricom 2019/2020
Rank: Member Joined: 5/6/2008 Posts: 199
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Ethiopia is quietly walking back plans to open up Africa’s last big telecom sector to foreign playersClaims seem tenuous; basis is admitted as a leaked/rumour. But, what if it's true or what if SCOM doesn't win the licence? Where will the growth come from?
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Consider venturing into Uganda by acquiring UTL (Uganda Telecom). Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 3/16/2019 Posts: 313
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Ericsson wrote:Consider venturing into Uganda by acquiring UTL (Uganda Telecom). Uganda is a tough market for MNOs, Vodafone, Warid and K2 (owned by Buganda kingdom) have all exited the market mostly due to financial hardships. MTN and Airtel have over 80% of market share. Africell (formally Orange Uganda), UTL, Smile have the rest of the market share. UTL has suffered many years of mismanagement and under-investment. It is still under receivership and appears to be very toxic as potential buyers seem develop cold feet when about to close the acquisition.
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Rank: Elder Joined: 2/26/2012 Posts: 15,980
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kmucheke wrote:Ericsson wrote:Consider venturing into Uganda by acquiring UTL (Uganda Telecom). Uganda is a tough market for MNOs, Vodafone, Warid and K2 (owned by Buganda kingdom) have all exited the market mostly due to financial hardships. MTN and Airtel have over 80% of market share. Africell (formally Orange Uganda), UTL, Smile have the rest of the market share. UTL has suffered many years of mismanagement and under-investment. It is still under receivership and appears to be very toxic as potential buyers seem develop cold feet when about to close the acquisition. Safaricom has not even scratched the surface yet. There's still alot of business untouched in Kenya "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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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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murchr wrote:kmucheke wrote:Ericsson wrote:Consider venturing into Uganda by acquiring UTL (Uganda Telecom). Uganda is a tough market for MNOs, Vodafone, Warid and K2 (owned by Buganda kingdom) have all exited the market mostly due to financial hardships. MTN and Airtel have over 80% of market share. Africell (formally Orange Uganda), UTL, Smile have the rest of the market share. UTL has suffered many years of mismanagement and under-investment. It is still under receivership and appears to be very toxic as potential buyers seem develop cold feet when about to close the acquisition. Safaricom has not even scratched the surface yet. There's still alot of business untouched in Kenya Elaborate the untouched business Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Member Joined: 5/31/2011 Posts: 262
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murchr wrote:kmucheke wrote:Ericsson wrote:Consider venturing into Uganda by acquiring UTL (Uganda Telecom). Uganda is a tough market for MNOs, Vodafone, Warid and K2 (owned by Buganda kingdom) have all exited the market mostly due to financial hardships. MTN and Airtel have over 80% of market share. Africell (formally Orange Uganda), UTL, Smile have the rest of the market share. UTL has suffered many years of mismanagement and under-investment. It is still under receivership and appears to be very toxic as potential buyers seem develop cold feet when about to close the acquisition. Safaricom has not even scratched the surface yet. There's still alot of business untouched in Kenya Safaricom should do what Equity did in the early 2000. Go for mass market with Wifi. They should make wifi affordable to the masses. Am sure many would want to have it but the 3K monthly budget not many would afford. Their competitors like Poa Internet have for 1500 but not so reliable but is gaining rapidly. Safcon should plug the gap. For Standalone, far off units, they can opt to go the mini satelite dish way instead of laying cables. If Poa internet can do it, Safcon can manage without a huff. You lose money chasing women, but you never lose women chasing money - NAS
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Kenyan Oracle wrote:murchr wrote:kmucheke wrote:Ericsson wrote:Consider venturing into Uganda by acquiring UTL (Uganda Telecom). Uganda is a tough market for MNOs, Vodafone, Warid and K2 (owned by Buganda kingdom) have all exited the market mostly due to financial hardships. MTN and Airtel have over 80% of market share. Africell (formally Orange Uganda), UTL, Smile have the rest of the market share. UTL has suffered many years of mismanagement and under-investment. It is still under receivership and appears to be very toxic as potential buyers seem develop cold feet when about to close the acquisition. Safaricom has not even scratched the surface yet. There's still alot of business untouched in Kenya Safaricom should do what Equity did in the early 2000. Go for mass market with Wifi. They should make wifi affordable to the masses. Am sure many would want to have it but the 3K monthly budget not many would afford. Their competitors like Poa Internet have for 1500 but not so reliable but is gaining rapidly. Safcon should plug the gap. For Standalone, far off units, they can opt to go the mini satelite dish way instead of laying cables. If Poa internet can do it, Safcon can manage without a huff. There is one thing Safaricom has that Poa Internet doesn't have. Safaricom have a license for Mobile data so a balance has to be done. There is more money to be be made on Mobile data than WiFi,that is why they signed partnership with google for the affordable 4G smartphones. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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Ethiopia entry will take time to materialize. Growth will come from cost containment. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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NSSF Kenya shareholding is past 1.5% or 600 million shares. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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Rank: Elder Joined: 12/4/2009 Posts: 10,804 Location: NAIROBI
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100 million shares traded today. The downward journey begins. Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
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